Bernard Fogelman Perpetual Charitable Trust
WILMINGTON, DE EIN: 92-6433477
Financial Overview
From 2024 IRS Form 990-PF
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
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| 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 .
Who else does Bernard Fogelman Perpetual Charitable Trust fund?
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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 |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
New York $189K (100%)
States
Cities
CarmelNew York
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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