Valera Fooksman Charitable Trust

Private foundation · Grantmaker Sheridan, WY EIN: 81-6950535

Valera Fooksman Charitable Trust is a private foundation, based in Sheridan, WY. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.2M in total assets. In 2025, it awarded 7 grants totaling $39K. Net investment income was $42K.

Key facts about Valera Fooksman Charitable Trust

In short: Valera Fooksman Charitable Trust gave $39K across 7 grants in 2025 (avg $6K), mostly in New York. Source: 2025 IRS Form 990-PF.

EIN
81-6950535
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$38,700
Grants made (2025)
7
Average grant
$5,529
Median grant
$2,200
Total assets
$1,172,382
Primary geography
New York (71% 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

$1.2M

-1.8% YoY

Annual Giving

$39K

+127.4% YoY

Grant Count

7

+16.7% YoY

Avg Grant Size

$6K

+94.9% YoY

Under IRS private-foundation payout rules, Valera Fooksman Charitable Trust reported a distributable amount of $29K for 2025 — the minimum it must pay out in qualifying distributions.

How Valera Fooksman Charitable Trust gives

  • Giving fell 40% from 2022 to 2025. Method
  • In 2025 it paid out 135% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Your AI grants department

Ready to take the next step with Valera Fooksman Charitable Trust?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Share of all 7 itemized 2025 grant dollars.

Cities

Redwood CityChicagoCedarhurstNew YorkNewtonSherman OaksBostonCedarhurtCederhurstSan CarlosSan MateoSanta BarbaraWoodmare

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K1 grants20193 grants20205 grants20217 grants20222 grants20236 grants20247 grants2025

From 2019 to 2025, annual grant giving ranged from $350 (2019) to $101K (2020). In 2025 it made 7 grants totaling $39K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2025

Central Fund of Israel: $26K across 2 grantsCentral Fund of Israel$26K · 2 grantsBat Ayin Foundation: $6KBat Ayin Foundation$6KKumah: $3KKumah$3KClub Z: $2KClub Z$2KHeart of Israel Foundation: $2KHeart of Israel Foundation$2KChabad: $1KChabad$1K

The largest 2025 recipient was Central Fund of Israel ($26K across 2 grants). Together the top 6 received $39K.

Grant Size Distribution

27 grants across all recorded years

25<$50K2$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 25 grants of 27 (93%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Central Fund of Israel Cedarhurst, NYHumanitarian Help to Israeli Communities$25,000
Bat Ayin Foundation Humanitarian Help to Israeli Communities$5,500
Kumah Chicago, ILJewish Education$2,500
Club Z Newton, MAJewish Education$2,200
Heart of Israel Foundation Cederhurst, NYHumanitarian Help to Israeli Communities$2,000
Chabad Redwood City, CAReligious Education$1,000
Central Fund of Israel New York, NYHumanitarian Help to Israeli Communities$500

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K$400K2019202020212022202320242025
Metric202520242023
Total Assets$1,172,382$1,194,043$1,192,278
Revenue$79,120$315,037$96,890
Expenses$66,781$50,094$42,671
Qualifying Distributions$38,700$17,020$9,000
Net Investment Income$42,120$12,754$79,390
Distributable Amount$28,710$1,314$3,770

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 13, 2025)
  2. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 30, 2026)
  3. Added Form 990-PF for fiscal year 2019 (received by the IRS May 7, 2020)
  4. Updated Form 990-PF for fiscal year 2020 (received by the IRS August 9, 2021)
  5. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 26, 2022)
  6. Updated Form 990-PF for fiscal year 2022 (received by the IRS April 15, 2023)
  7. Updated Form 990-PF for fiscal year 2023 (received by the IRS September 5, 2024)

Leadership & Key People

Officers and directors from IRS filings

Valera Fooksman Charitable Trust is led by Valera Fooksman, Trustee on every filing since 2019 — the only officer listed, and uncompensated.

Officers on the 2025 filing

  • Valera Fooksman

    Trustee

    On filings since 2019

    6 hrs/week

    No compensation reported

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Valera Fooksman Charitable Trust

How much does Valera Fooksman Charitable Trust give each year?

Valera Fooksman Charitable Trust gave $39K across 7 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $17K across 6 grants.

What is Valera Fooksman Charitable Trust's typical grant size?

Valera Fooksman Charitable Trust's median grant in 2025 was $2,200, and its average grant was $5,529, across 7 grants on its 2025 IRS Form 990-PF.

Where does Valera Fooksman Charitable Trust give grants?

Valera Fooksman Charitable Trust gives mostly in New York: 71% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Illinois (6%) and Massachusetts (6%).

Does Valera Fooksman Charitable Trust give general operating support?

Not in 2025: none of the 7 grants with a stated purpose on Valera Fooksman Charitable Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Humanitarian Help to Israeli Communities" (4 grants).

Who are Valera Fooksman Charitable Trust's largest grantees?

Valera Fooksman Charitable Trust's largest 2025 grantees include Central Fund of Israel ($25,500 across 2 grants), Bat Ayin Foundation ($5,500) and Kumah ($2,500), according to its 2025 IRS Form 990-PF. Together they received 87% of its itemized 2025 grant dollars.

How large is Valera Fooksman Charitable Trust?

Valera Fooksman Charitable Trust reported $1.2M in total assets on its 2025 IRS Form 990-PF. It paid out $39K in qualifying distributions that year, against a required minimum of $29K (roughly 5% of its investment assets).

What is Valera Fooksman Charitable Trust's EIN?

Valera Fooksman Charitable Trust's EIN (Employer Identification Number) is 81-6950535. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

Your AI grants department

Here's the math on researching Valera Fooksman Charitable Trust by hand.

Explore Open Grants

Browse active grant opportunities in Valera Fooksman Charitable Trust's focus areas in our free grants database

Similar Funders

Funders that support many of the same organizations

Erlbaum Family Foundation

Ardmore, PA

The foundation supports a range of charitable organizations, including those involved in education, emergency assistance, services for people with special needs, and security and medical support; most 2024 grant dollars went to organizations in Pennsylvania, followed by New York and New Jersey. It made 196 grants in 2024, with a median of $1,000 and amounts ranging from $1 to $100,000. It does not accept unsolicited requests and gives only to preselected organizations.

Philanthropy, Voluntarism & Grantmaking

Assets

$2.9M

Grants

196

Total Given

$808K

Alyad Foundation Inc

Lawrence, NY

Philanthropy, Voluntarism & Grantmaking

Assets

$1.5M

Grants

150

Total Given

$151K

Foundation for the Carolinas

Charlotte, NC

Foundation For The Carolinas funds nonprofits and other eligible organizations working in areas such as education, health and human services, the environment, youth development, and animal welfare, primarily across 13 counties in North and South Carolina. Its 2024 grants had a median of $25,000, though amounts varied widely; most grants are donor-recommended and have no application process, while some competitive programs accept applications under program-specific rules.

Philanthropy, Voluntarism & Grantmaking

Assets

$3.9B

Grants

1,605

Total Given

$609.1M

Jewish Federation of Metropolitan

Chicago, IL

The Jewish Federation of Metropolitan funds human services, education, community programs, Jewish life, and crisis relief in the Chicago area, as well as support for Israel and Jewish communities worldwide. Its 2025 grants ranged from about $5,000 to $27.4 million, with a median of about $20,000. Unsolicited requests are not addressed for the Federation overall; its separate Jewish Women’s Foundation accepts letters of intent, with proposals by invitation only.

Philanthropy, Voluntarism & Grantmaking

Assets

$1.1B

Grants

896

Total Given

$166.6M

David & Janet Polak Foundation

Wilmington, DE

The foundation funds strategic projects in Israel and Jewish communities, as well as medical care, scientific research, and education; its 2024 grants ranged from $1,800 to $250,000, with a median of $10,000. Giving is concentrated in California and New York, with additional grants in other states, and it funds only preselected organizations, not unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$70.4M

Grants

82

Total Given

$2.3M

The Chicago Community Trust

Chicago, IL

The Chicago Community Trust funds nonprofits addressing economic mobility, wealth gaps, and urgent community needs, with priorities including homeownership, small businesses, education, quality jobs, and investment in underinvested communities. Its 2025 itemized grants had a median of $26,500, though awards vary widely; grants generally benefit Chicago-region residents, and the Trust directs applicants to open opportunities but does not state whether it accepts unsolicited requests.

Assets

$7.1B

Grants

4,316

Total Given

$1.2B

The Community Foundation

Asheville, NC

The Community Foundation of Western North Carolina funds nonprofits and public agencies working in cultural resources, education, human services and natural resources, with some programs also accepting faith communities. Grants serve 18 Western North Carolina counties and the Qualla Boundary; the median 2025 grant was $25,000, and the Human Services and Education program offers up to $25,000. Application access and deadlines vary by program; the profile does not state whether unsolicited requests are accepted.

Philanthropy, Voluntarism & Grantmaking

Assets

$481.0M

Grants

793

Total Given

$59.4M

Wyoming Community Foundation

Laramie, WY

Wyoming Community Foundation funds Wyoming nonprofits and charitable projects in areas including arts and culture, health and human services, education, conservation, and community building. Its 2024 grants ranged from $1,000 to $2.5 million, with a median of about $10,700; it makes grants in every Wyoming county. It accepts applications through competitive grant cycles, typically twice a year.

Philanthropy, Voluntarism & Grantmaking

Assets

$230.8M

Grants

401

Total Given

$15.6M

Community Foundation of Jackson Hole

Jackson, WY

The Community Foundation of Jackson Hole funds nonprofits and students serving Teton County, Wyoming, across community needs such as housing, health, arts, conservation, and education. Its 2024 grants had a median of $40,000; Thrive Grants typically accept requests of $3,000–$30,000.

Assets

$170.9M

Grants

374

Total Given

$39.6M

Wyoming Early Childhood Partnership

Casper, WY

Wyoming Early Childhood Partnership funded work supporting early childhood education, development, and family engagement in Wyoming. Its listed 2021 grants ranged from $24,150 to $40,159, but its 2024 filing reports no grants and the organization appears to have wound down; whether it accepts unsolicited requests is not stated.

Assets

$55K

Grants

216

Total Given

$3.1M

The Andrew Allen Charitable Foundation

Cheyenne, WY

The Andrew Allen Charitable Foundation supports a range of charitable organizations, including universities, hospitals, arts and cultural groups, public media, and animal shelters. In 2025, it made 161 grants totaling about $1.48 million; grants ranged from $50 to $329,546, with a median of $1,200, and most funding went to Wyoming and Tennessee. It funds only preselected organizations and does not accept unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$23.9M

Grants

161

Total Given

$1.5M

Wold Foundation

Casper, WY

The Wold Foundation funds education, youth and human services, health care, cultural and historic activities, science, conservation, and outdoor recreation, with a preference for Wyoming citizens and youth; it also funds organizations elsewhere in the continental U.S. Its 2024 grants ranged from $50 to $500,000, with a median of $5,000. It accepts online applications from eligible 501(c)(3) organizations for spring and fall grant cycles.

Assets

$53.1M

Grants

128

Total Given

$2.8M

More Funders in Wyoming

Valera Fooksman Charitable Trust down — hundreds of funders to go?

Want AI to do this for you?