Funder DirectoryJOSEPHINE ROGERS PERPETUAL TRUST
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Private foundation (trust)EIN 597262197Est. 2008-03

JOSEPHINE ROGERS PERPETUAL TRUST

DALLAS, TX 752653067

Total Assets

$5.5M

FY 2023

Annual Giving

$219K

FY 2023

Grants Made

6

FY 2023

Avg Grant

$37K

FY 2023

Grant Range

$37K–$37K

Typical

Deadlines

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2023 filing

Total Revenue

$177K

Total Expenses

$291K

Qualifying Distributions

$245K

Distributable Amount

$266K

Min. Investment Return

$267K

Undistributed Income

$240K

Payout rate 92%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.92%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

5 years

Giving over time from 2019 to 2023. Peak $245K in 2021. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

30 grants

HALIFAX HOSPICE INC
$171K
5 grants
HALIFAX HUMANE SOCIETY
$171K
5 grants
RED CLOUD INDIAN SCHOOL
$171K
5 grants
SHRINERS HOSPITALS FOR CHILDREN
$171K
5 grants
THE SEEING EYE INC
$171K
5 grants
ST JUDE CHILDRENS RSRCH HOSP
$143K
4 grants
ST JUDE CHILDRENS RESEARCH HOSPI
$27K
1 grant

Grant Size Distribution

30 grants

<$10K
$10–50K
30
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

4 states

Florida
$512K
50% of total
Tennessee
$171K
17% of total
South Dakota
$171K
17% of total
New Jersey
$171K
17% of total

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