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
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.
Ready to take the next step with Bernard Fogelman Perpetual Charitable Trust?
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
No grants recorded for .
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 |
Related Funders
Similar funders by location and focus area
Ttee Trustees of Univ of Mass - Art 5
WILMINGTON, DE
Assets
$380K
Grants
1
Total Given
$14K
The Jonsson Foundation
WILMINGTON, DE
Assets
$784K
Grants
3
Total Given
$15K
Engineering Information Foundation Inc
WILMINGTON, DE
Assets
$5.7M
Grants
13
Total Given
$220K
The Cucci Family Foundation
WILMINGTON, DE
Assets
$579K
Grants
4
Total Given
$45K
Caroline K Barber Foundation
WILMINGTON, DE
Assets
$257K
Grants
0
Total Given
—
Give Back Brands Foundation
WILMINGTON, DE
Assets
—
Grants
19
Total Given
$178K
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Bernard Fogelman Perpetual Charitable Trust on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities