Josephine Rogers Perpetual Trust
Total Given 2020–2024
$1.0M
30 grants · $205K avg/year
based on 5 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$37K
typical mid grants · $28K–$38K
grant size
86%
deep partner · 6/7 multi-year
repeat
$6.0M
Assets · 2021
7
Distinct recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
8774461410
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2020 | $165K | $4.8M | $279K | 6 |
| 2021 | $169K | $6.0M | $253K | 6 |
| 2022 | $245K | $4.6M | $919K | 6 |
| 2023 | $225K | $4.6M | $-65K | 6 |
| 2024 | $219K | $5.5M | $177K | 6 |
Grant Size Distribution
Based on 30 grants on record
Minimum
$27K
25th Pctl
$28K
Median
$37K
Average
$34K
75th Pctl
$38K
Maximum
$41K
Geographic Distribution
Officers & Directors
BA
Bank of America
3 yrs
Trustee
BA
Bank of America
3 yrs
Trustee
BA
Bank of America
3 yrs
Trustee
BA
Bank of America N a
2 yrs
Trustee
BA
Bank of America N a
2 yrs
Trustee
Grants Awarded (30 total)
| Purpose | ||||
|---|---|---|---|---|
| The Seeing Eye Inc | Morristown, NJ | $40,828 | UNRESTRICTED GENERAL | 2022 |
| Shriners Hospitals for Children | Tampa, FL | $40,828 | UNRESTRICTED GENERAL | 2022 |
| Red Cloud Indian School | Pine Ridge, SD | $40,828 | UNRESTRICTED GENERAL | 2022 |
| Halifax Humane Society | Daytona Beach, FL | $40,828 | UNRESTRICTED GENERAL | 2022 |
| Halifax Hospice Inc | Port Orange, FL | $40,828 | UNRESTRICTED GENERAL | 2022 |
| St Jude Childrens Rsrch Hosp | Memphis, TN | $40,828 | UNRESTRICTED GENERAL | 2022 |
| The Seeing Eye Inc | Morristown, NJ | $37,514 | UNRESTRICTED GENERAL | 2023 |
| Shriners Hospitals for Children | Tampa, FL | $37,514 | UNRESTRICTED GENERAL | 2023 |
| Red Cloud Indian School | Pine Ridge, SD | $37,514 | UNRESTRICTED GENERAL | 2023 |
| Halifax Humane Society | Daytona Beach, FL | $37,514 | UNRESTRICTED GENERAL | 2023 |
| Halifax Hospice Inc | Port Orange, FL | $37,514 | UNRESTRICTED GENERAL | 2023 |
| St Jude Childrens Rsrch Hosp | Memphis, TN | $37,514 | UNRESTRICTED GENERAL | 2023 |
| The Seeing Eye Inc | Morristown, NJ | $36,521 | UNRESTRICTED GENERAL | 2024 |
| Shriners Hospitals for Children | Tampa, FL | $36,521 | UNRESTRICTED GENERAL | 2024 |
| Red Cloud Indian School | Pine Ridge, SD | $36,521 | UNRESTRICTED GENERAL | 2024 |
| Halifax Humane Society | Daytona Beach, FL | $36,521 | UNRESTRICTED GENERAL | 2024 |
| Halifax Hospice Inc | Port Orange, FL | $36,521 | UNRESTRICTED GENERAL | 2024 |
| St Jude Childrens Rsrch Hosp | Memphis, TN | $36,521 | UNRESTRICTED GENERAL | 2024 |
| The Seeing Eye Inc | Morristown, NJ | $28,222 | UNRESTRICTED GENERAL | 2021 |
| Shriners Hospitals for Children | Tampa, FL | $28,222 | UNRESTRICTED GENERAL | 2021 |
| Red Cloud Indian School | Pine Ridge, SD | $28,222 | UNRESTRICTED GENERAL | 2021 |
| Halifax Humane Society | Daytona Beach, FL | $28,222 | UNRESTRICTED GENERAL | 2021 |
| Halifax Hospice Inc | Port Orange, FL | $28,222 | UNRESTRICTED GENERAL | 2021 |
| St Jude Childrens Rsrch Hosp | Memphis, TN | $28,222 | UNRESTRICTED GENERAL | 2021 |
| The Seeing Eye Inc | Morristown, NJ | $27,468 | UNRESTRICTED GENERAL | 2020 |