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 2025. As of 2025, the organization holds $1.6M in total assets. In 2025, it awarded 3 grants totaling $94K. Net investment income was $35K.
Bernard Fogelman Perpetual Charitable Trust at a glance
In short: Bernard Fogelman Perpetual Charitable Trust gave $94K across 3 grants in 2025 (avg $31K), mostly in New York. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $94,371
- +6.9% vs 2024
- Grants made (2025)
- 3
- +0.0% vs 2024
- Average grant
- $31,457
- +6.9% vs 2024
- Median grant
- $31,457
- Total assets
- $1,583,012
- -4.4% vs 2024
- Primary geography
- New York (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Bernard Fogelman Perpetual Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was American Society for the Prevention of C ($31K). Together the top 3 received $94K.
Grant Size Distribution
9 grants across all recorded years
The most common grant size was under $50K: 9 grants of 9 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
How Bernard Fogelman Perpetual Charitable Trust gives
- In 2025 it paid out 120% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2023 to 2025, annual grant giving ranged from $88K (2024) to $101K (2023). In 2025 it made 3 grants totaling $94K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| American Society for the Prevention of C New York, NY | General Operations | $31,457 |
| Putnam Humane Society Carmel, NY | General Operations | $31,457 |
| Putnam County SPCA Carmel, NY | General Operations | $31,457 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,583,012 | $74,352 | $144,031 | $94,371 | 3 | $105,059 | $35,338 | $87,494 |
| 2024 | $1,655,948 | $113,890 | $160,806 | $88,245 | 3 | $99,549 | $45,813 | $91,875 |
| 2023 | $1,880,224 | $2,252,076 | $138,933 | $100,656 | 3 | $107,370 | $354,225 | $59,046 |
Under IRS private-foundation payout rules, Bernard Fogelman Perpetual Charitable Trust reported a distributable amount of $87K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Bernard Fogelman Perpetual Charitable Trust's 2025 filing lists 2 officers; all 2 officers listed in 2025 are compensated.
Officers on the 2025 filing
Oppenheimer Trust Company Of Delawa
Trustee
On filings since 2023
1 hr/week
$7K (2023) → $11K (2025)
Steven Fogelman
Trustee
On filings since 2023
1 hr/week
$7K (2023) → $11K (2025)
Data from IRS Form 990 filings, 2023–2025. "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 $11K, to Oppenheimer Trust Company of Delawa (Trustee). 2 officers or directors reported compensation on that filing.
Frequently asked questions about Bernard Fogelman Perpetual Charitable Trust
How much does Bernard Fogelman Perpetual Charitable Trust give each year?
Bernard Fogelman Perpetual Charitable Trust gave $94K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $88K across 3 grants.
What is Bernard Fogelman Perpetual Charitable Trust's typical grant size?
Bernard Fogelman Perpetual Charitable Trust's median grant in 2025 was $31,457, and its average grant was $31,457, across 3 grants on its 2025 IRS Form 990-PF.
Where does Bernard Fogelman Perpetual Charitable Trust give grants?
Bernard Fogelman Perpetual Charitable Trust gives mostly in New York: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Carmel, NY (2 grants).
Does Bernard Fogelman Perpetual Charitable Trust give general operating support?
Yes: 100% of Bernard Fogelman Perpetual Charitable Trust'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 Bernard Fogelman Perpetual Charitable Trust?
Bernard Fogelman Perpetual Charitable Trust reported $1.6M in total assets on its 2025 IRS Form 990-PF. It paid out $105K in qualifying distributions that year, against a required minimum of $87K (roughly 5% of its investment assets).
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 2023–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS August 13, 2026)
- IRS filings on file for fiscal years 2023–2024
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