Berger Deceased Settlors Trust - RBC Trust Ac
Berger Deceased Settlors Trust - RBC Trust Ac is a private foundation, based in Wilmington, DE. IRS filing data is available from 2024 through 2025. As of 2025, the organization holds $3.9M in total assets. In 2025, it awarded 3 grants totaling $435K. Net investment income was $168K.
Key facts about Berger Deceased Settlors Trust - RBC Trust Ac
In short: Berger Deceased Settlors Trust - RBC Trust Ac gave $435K across 3 grants in 2025 (avg $145K), top state Oklahoma. Source: 2025 IRS Form 990-PF.
- EIN
- 36-6512021
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $434,508
- Grants made (2025)
- 3
- Average grant
- $144,836
- Median grant
- $144,836
- Total assets
- $3,889,083
- Primary geography
- Oklahoma (33% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$3.9M
-8.7% YoY
Annual Giving
$435K
+19.9% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$145K
+19.9% YoY
Under IRS private-foundation payout rules, Berger Deceased Settlors Trust - RBC Trust Ac reported a distributable amount of $249K for 2025 — the minimum it must pay out in qualifying distributions.
How Berger Deceased Settlors Trust - RBC Trust Ac gives
- In 2025 it paid out 181% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 3 itemized 2025 grant dollars.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2024 to 2025, annual grant giving ranged from $363K (2024) to $435K (2025). In 2025 it made 3 grants totaling $435K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was American Cancer Society ($145K). Together the top 3 received $435K.
Grant Size Distribution
6 grants across all recorded years
The most common grant size was in the $100–250K range: 6 grants of 6 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| American Cancer Society Oklahoma City, OK | General Support | $144,836 |
| American Heart Association St Petersburg, FL | General Support | $144,836 |
| Arthritis Foundation Atlanta, GA | General Support | $144,836 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 |
|---|---|---|
| Total Assets | $3,889,083 | $4,261,753 |
| Revenue | $195,353 | $648,395 |
| Expenses | $568,383 | $425,666 |
| Qualifying Distributions | $449,865 | $393,697 |
| Net Investment Income | $167,839 | $600,540 |
| Distributable Amount | $249,172 | $237,032 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2024 (received by the IRS December 9, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
Leadership & Key People
Officers and directors from IRS filings
Berger Deceased Settlors Trust - RBC Trust Ac's only listed officer is RBC Trust Company Delaware, Trustee on every filing since 2024 (compensated).
Officers on the 2025 filing
RBC Trust Company Delaware
Trustee
On filings since 2024
2 hrs/week
$29K (2024) → $30K (2025)
Data from IRS Form 990 filings, 2024–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $30K, to RBC Trust Company Delaware (Trustee).
Frequently asked questions about Berger Deceased Settlors Trust - RBC Trust Ac
How much does Berger Deceased Settlors Trust - RBC Trust Ac give each year?
Berger Deceased Settlors Trust - RBC Trust Ac gave $435K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $363K across 3 grants.
What is Berger Deceased Settlors Trust - RBC Trust Ac's typical grant size?
Berger Deceased Settlors Trust - RBC Trust Ac's median grant in 2025 was $144,836, and its average grant was $144,836, across 3 grants on its 2025 IRS Form 990-PF.
Where does Berger Deceased Settlors Trust - RBC Trust Ac give grants?
Berger Deceased Settlors Trust - RBC Trust Ac's top state is Oklahoma, with 33% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Florida (33%) and Georgia (33%).
Does Berger Deceased Settlors Trust - RBC Trust Ac give general operating support?
Yes: 100% of Berger Deceased Settlors Trust - RBC Trust Ac's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Berger Deceased Settlors Trust - RBC Trust Ac?
Berger Deceased Settlors Trust - RBC Trust Ac reported $3.9M in total assets on its 2025 IRS Form 990-PF. It paid out $450K in qualifying distributions that year, against a required minimum of $249K (roughly 5% of its investment assets).
What is Berger Deceased Settlors Trust - RBC Trust Ac's EIN?
Berger Deceased Settlors Trust - RBC Trust Ac's EIN (Employer Identification Number) is 36-6512021. IRS Form 990 filing data is available on this page for 2024–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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