Funder DirectoryBERGER DECEASED SETTLORS TRUST - RBC TRUST AC
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Private foundation (trust)EIN 366512021Est. 2025-09

BERGER DECEASED SETTLORS TRUST - RBC TRUST AC

WILMINGTON, DE 198505627

Total Assets

$5.1M

FY 2024

Annual Giving

$363K

FY 2024

Grants Made

3

FY 2024

Avg Grant

$121K

FY 2024

Grant Range

$121K–$121K

Typical

Deadlines

Applications

Focus Areas

Z99

Financial Snapshot

2024 filing

Total Revenue

$648K

Total Expenses

$426K

Qualifying Distributions

$394K

Distributable Amount

$237K

Min. Investment Return

$245K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Top Recipients

3 grants

American Cancer Society
$121K
1 grant
AMERICAN HEART ASSOCIATION
$121K
1 grant
Arthritis Foundation
$121K
1 grant

Grant Size Distribution

3 grants

<$10K
$10–50K
$50–250K
3
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

3 states

Oklahoma
$121K
33% of total
Florida
$121K
33% of total
Georgia
$121K
33% of total

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BERGER DECEASED SETTLORS TRUST - RBC TRUST AC — Grants, Financials & Contact | Grantivo