Nonprofit · EIN 75-6093258
PEROT FOUNDATION
Tax-exempt · DALLAS, TX 75219
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $2,002,804 | $858,581 | $1,144,223 | $46,717,845 | $711 | $46,717,134 |
| December 31, 2023 | 990-PF | $1,047,947 | $671,112 | $376,835 | $45,573,211 | $300 | $45,572,911 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $88,000
- Dividends
- $983,203
- Net gain from sales of assets
- $854,156
- Other income
- $77,445
Expenses
- Grants and similar amounts paid
- $280,000
- Compensation of officers, directors and key employees
- $36,000
- Salaries, compensation and benefits (total)
- $14,457
- Disbursements for charitable purposes
- $378,330
- Excise tax on investment income
- $20,687
Balance sheet and other
- Total assets, start of year
- $45,573,211
- Total assets, end of year
- $46,717,845
- Total liabilities, end of year
- $711
- Net assets, end of year
- $46,717,134
- Fair market value of assets
- $48,643,779
- Qualifying distributions
- $378,330
- Net investment income
- $1,869,846
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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Carolyn P Rathjen 3000 Turtle Creek Blvd, Dallas, TX 75219 | Vice Pres, Exec Director | 20 | $36,000 | $32,069 |
| Margot B Perot 3000 Turtle Creek Blvd, Dallas, TX 75219 | President, Director | 0 | $0 | $0 |
| John T Walter Jr 3000 Turtle Creek Blvd, Dallas, TX 75219 | Secretary, Director | 0 | $0 | $0 |
| H Ross Perot Jr 3000 Turtle Creek Blvd, Dallas, TX 75219 | Director | 0 | $0 | $0 |
| Nancy E Perot 3000 Turtle Creek Blvd, Dallas, TX 75219 | Director | 0 | $0 | $0 |
| Suzanne P McGee 3000 Turtle Creek Blvd, Dallas, TX 75219 | Director | 0 | $0 | $0 |
| Katherine P Reeves 3000 Turtle Creek Blvd, Dallas, TX 75219 | Director | 0 | $0 | $0 |
| J Y Robb III 3000 Turtle Creek Blvd, Dallas, TX 75219 | Treasurer | 0 | $0 | $0 |
990-PF for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Carolyn P Rathjen 3000 Turtle Creek Blvd, Dallas, TX 75219 | Vice Pres, Exec Director | 20 | $36,000 | $34,346 |
| Margot B Perot 3000 Turtle Creek Blvd, Dallas, TX 75219 | President, Director | 0 | $0 | $0 |
| John T Walter Jr 3000 Turtle Creek Blvd, Dallas, TX 75219 | Secretary, Director | 0 | $0 | $0 |
| H Ross Perot Jr 3000 Turtle Creek Blvd, Dallas, TX 75219 | Director | 0 | $0 | $0 |
| Nancy E Perot 3000 Turtle Creek Blvd, Dallas, TX 75219 | Director | 0 | $0 | $0 |
| Suzanne P McGee 3000 Turtle Creek Blvd, Dallas, TX 75219 | Director | 0 | $0 | $0 |
| Katherine P Reeves 3000 Turtle Creek Blvd, Dallas, TX 75219 | Director | 0 | $0 | $0 |
| J Y Robb III 3000 Turtle Creek Blvd, Dallas, TX 75219 | Treasurer | 0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3000 TURTLE CREEK BLVD, DALLAS, TX 75219-6268
- Signed the 990-PF
- JYROBB III, Treasurer
- Phone
- (972) 535-1900
- Return prepared by
- Petrus Trust Company LTA
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 75-6093258
- 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
- 1969
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $46,717,845
- Income (IRS master file)
- $1,148,648
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $2,002,804 | $858,581 | $46,717,845 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $1,047,947 | $671,112 | $45,573,211 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 75-6093258).
Questions about PEROT FOUNDATION
- What is the EIN of PEROT FOUNDATION?
- The employer identification number (EIN) of PEROT FOUNDATION is 75-6093258.
- Is PEROT FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1969.
- Are donations to PEROT FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does PEROT FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of PEROT FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PEROT FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of PEROT FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 8 people; 1 received compensation from the organization, the highest $36,000 (Carolyn P Rathjen, Vice Pres, Exec Director).
- How much revenue does PEROT FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $2,002,804, expenses of $858,581 and total assets of $46,717,845 at year end.
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