Bernard Fogelman Perpetual Charitable Trust
Bernard Fogelman Perpetual Charitable Trust is a private foundation, based in WILMINGTON, DE. IRS filing data is available from 2023 through 2024. As of 2024, the organization holds $1.7M in total assets. In 2024, it awarded 3 grants totaling $88K. Net investment income was $46K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.7M
-11.9% YoY
Annual Giving
$88K
-12.3% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$29K
-12.3% YoY
Under IRS private-foundation payout rules, Bernard Fogelman Perpetual Charitable Trust reported a distributable amount of $92K for 2024 — the minimum it must pay out in qualifying distributions.
About Bernard Fogelman Perpetual Charitable Trust
Based on IRS filings
Bernard Fogelman Perpetual Charitable Trust is a private foundation, based in WILMINGTON, DE. IRS filing data is available from 2023 through 2024. As of 2024, the organization holds $1.7M in total assets. In 2024, it awarded 3 grants totaling $88K. Net investment income was $46K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 |
|---|---|---|
| Total Assets | $1,655,948 | $1,880,224 |
| Revenue | $113,890 | $2,252,076 |
| Expenses | $160,806 | $138,933 |
| Qualifying Distributions | $99,549 | $107,370 |
| Net Investment Income | $45,813 | $354,225 |
| Distributable Amount | $91,875 | $59,046 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
6 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include American Society for the Prevention of C ($29,415), Putnam Humane Society ($29,415), Putnam County SPCA ($29,415).
| Recipient | Purpose | Amount |
|---|---|---|
| American Society for the Prevention of C New York, NY | GENERAL OPERATIONS | $29,415 |
| Putnam Humane Society Carmel, NY | GENERAL OPERATIONS | $29,415 |
| Putnam County SPCA Carmel, NY | GENERAL OPERATIONS | $29,415 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| OPPENHEIMER TRUST COMPANY OF DELAWA | Trustee | 1 | $11,305 |
| STEVEN FOGELMAN | Trustee | 1 | $11,304 |
Frequently Asked Questions
How large is Bernard Fogelman Perpetual Charitable Trust?
As of 2024, Bernard Fogelman Perpetual Charitable Trust holds $1.7M in total assets with $114K in annual revenue. It awarded 3 grants totaling $88K in 2024.
Where does Bernard Fogelman Perpetual Charitable Trust operate?
Bernard Fogelman Perpetual Charitable Trust has awarded grants in New York.
What size grants does Bernard Fogelman Perpetual Charitable Trust award?
In 2024, Bernard Fogelman Perpetual Charitable Trust awarded 3 grants totaling $88K — an average of about $29K per grant, based on its IRS Form 990 filings.
How much is Bernard Fogelman Perpetual Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Bernard Fogelman Perpetual Charitable Trust reported a distributable amount of $92K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Bernard Fogelman Perpetual Charitable Trust's EIN?
Bernard Fogelman Perpetual Charitable Trust's EIN (Employer Identification Number) is 92-6433477. IRS Form 990 filing data is available on this page for 2023–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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