Oxman Charitable Fund Trust

ST PETERSBURG, FL EIN: 59-6956061

Oxman Charitable Fund Trust is a private foundation, based in ST PETERSBURG, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $608K in total assets. In 2024, it awarded 15 grants totaling $35K. Net investment income was $91K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$608K

+8.5% YoY

Annual Giving

$35K

+3.6% YoY

Grant Count

-6.3% YoY

Avg Grant Size

$2K

+10.5% YoY

Under IRS private-foundation payout rules, Oxman Charitable Fund Trust reported a distributable amount of $46K for 2024 — the minimum it must pay out in qualifying distributions.

About Oxman Charitable Fund Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Florida $118K (89%)

New York $7K (6%)

Connecticut $3K (2%)

Michigan $2K (1%)

New Jersey $1K (1%)

Ohio $500 (0%)

Illinois $250 (0%)

District of Columbia $100 (0%)

States

Connecticut District of Columbia Florida Illinois Michigan New Jersey New York Ohio

Cities

Boynton BeachBrunswickChicagoClearwaterCoconut CreekLargoLong Island CityNew YorkNewarkSaint PetersburgSarasotaSt PetersburgStamfordTampaTroyWashington

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2021
Total Assets	$608,045	$560,577	$603,927
Revenue	$92,451	$41,308	$89,659
Expenses	$49,183	$45,681	$48,129
Qualifying Distributions	$34,922	$33,721	$34,562
Net Investment Income	$91,428	$29,418	$76,646
Distributable Amount	$46,195	$35,881	$43,751

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Grant Size Distribution

63 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Temple Beth El ($8,904), Jewish Federation Pinellas ($5,680), Straz Center ($5,549).

Recipient	Purpose	Amount
AMERICAN STAGE CO INC ST PETERSBURG, FL	CONTRIBUTIONS	$250
ANTI-DEFAMATION LEAGUE NEW YORK, NY	CONTRIBUTIONS	$1,021
CONGREGATION BNAI ISRAEL ST PETERSBURG, FL	CONTRIBUTIONS	$570
CENTRAL SYNAGOUGE NEW YORK, NY	CONTRIBUTIONS	$2,000
FOUNDATION OF IND LIVING COCONUT CREEK, FL	CONTRIBUTIONS	$3,510
FREEFALL THEATRE COMPANY ST PETERSBURG, FL	CONTRIBUTIONS	$250
HADASSAH NEW YORK, NY	CONTRIBUTIONS	$1,130
JEWISH BROADCASTING SERVICES STAMFORD, CT	CONTRIBUTIONS	$1,080
JEWISH FEDERATION PINELLAS LARGO, FL	CONTRIBUTIONS	$5,680
MUSEUM OF FINE ARTS ST PETERSBURG, FL	CONTRIBUTIONS	$500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
FAGL L OXMAN	TRUSTEE	4	—

Frequently Asked Questions

How large is Oxman Charitable Fund Trust?

As of 2024, Oxman Charitable Fund Trust holds $608K in total assets with $92K in annual revenue. It awarded 15 grants totaling $35K in 2024.

Where does Oxman Charitable Fund Trust operate?

Oxman Charitable Fund Trust has awarded grants in Connecticut, District of Columbia, Florida, Illinois, Michigan, New Jersey, New York, Ohio.

What size grants does Oxman Charitable Fund Trust award?

In 2024, Oxman Charitable Fund Trust awarded 15 grants totaling $35K — an average of about $2K per grant, based on its IRS Form 990 filings.

How much is Oxman Charitable Fund Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Oxman Charitable Fund Trust reported a distributable amount of $46K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.