Nonprofit · EIN 95-7088382
JOSEPH & EVELYN PERTUSATI MEMORIAL FOUNDATION 022068466375
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $938,108 | $582,517 | $355,591 | $7,811,975 | $0 | $7,811,975 |
| June 30, 2024 | 990-PF | $278,940 | $536,866 | -$257,926 | $7,548,873 | $0 | $7,548,873 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $207,877
- Net rental income
- $35,290
- Net gain from sales of assets
- $687,522
Expenses
- Grants and similar amounts paid
- $461,440
- Compensation of officers, directors and key employees
- $88,118
- Disbursements for charitable purposes
- $497,487
- Excise tax on investment income
- $12,009
Balance sheet and other
- Total assets, start of year
- $7,548,873
- Total assets, end of year
- $7,811,975
- Total liabilities, end of year
- $0
- Net assets, end of year
- $7,811,975
- Fair market value of assets
- $11,008,501
- Qualifying distributions
- $497,487
- Net investment income
- $937,187
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $88,118 |
990-PF for the year ended June 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $81,180 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % BANK OF AMERICA NA TTEE
- Signed the 990-PF
- BANK OF AMERICA N A, MANAGING DIR
- Phone
- (888) 866-3275
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 95-7088382
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2001
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $7,811,975
- Income (IRS master file)
- $1,356,731
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $938,108 | $582,517 | $7,811,975 | XML |
| 990-PF | June 2024 | $278,940 | $536,866 | $7,548,873 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 95-7088382).
Questions about JOSEPH & EVELYN PERTUSATI MEMORIAL FOUNDATION 022068466375
- What is the EIN of JOSEPH & EVELYN PERTUSATI MEMORIAL FOUNDATION 022068466375?
- The employer identification number (EIN) of JOSEPH & EVELYN PERTUSATI MEMORIAL FOUNDATION 022068466375 is 95-7088382.
- Is JOSEPH & EVELYN PERTUSATI MEMORIAL FOUNDATION 022068466375 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to JOSEPH & EVELYN PERTUSATI MEMORIAL FOUNDATION 022068466375 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOSEPH & EVELYN PERTUSATI MEMORIAL FOUNDATION 022068466375 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOSEPH & EVELYN PERTUSATI MEMORIAL FOUNDATION 022068466375 due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JOSEPH & EVELYN PERTUSATI MEMORIAL FOUNDATION 022068466375 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of JOSEPH & EVELYN PERTUSATI MEMORIAL FOUNDATION 022068466375?
- The 990-PF for the year ended June 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $88,118 (BANK OF AMERICA, TRUSTEE).
- How much revenue does JOSEPH & EVELYN PERTUSATI MEMORIAL FOUNDATION 022068466375 have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $938,108, expenses of $582,517 and total assets of $7,811,975 at year end.
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