Benjamin & Fannie Applestein Char Trust
The Benjamin & Fannie Applestein Char Trust is a private foundation based in Pittsburgh, Pennsylvania. In its 2025 filing, it reported making 13 grants totaling $34,580, primarily to organizations in Pennsylvania.
Key facts about Benjamin & Fannie Applestein Char Trust
In short: Benjamin & Fannie Applestein Char Trust gave $35K across 13 grants in 2025 (avg $3K), mostly in Pennsylvania. 23% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 25-6409505
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $34,580
- Grants made (2025)
- 13
- Average grant
- $2,660
- Median grant
- $2,659
- New grantees (estimate)
- 23% first-time grantees (3 of 13, 2025; small sample)
- Total assets
- $765,290
- Primary geography
- Pennsylvania (92% of itemized 2025 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The trust states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$765K
+3.2% YoY
Annual Giving
$35K
-5.2% YoY
Grant Count
13
+0.0% YoY
Avg Grant Size
$3K
-5.2% YoY
Under IRS private-foundation payout rules, Benjamin & Fannie Applestein Char Trust reported a distributable amount of $44K for 2025 — the minimum it must pay out in qualifying distributions.
Is Benjamin & Fannie Applestein Char Trust open to new grantees?
23%
first-time grantees, 2025
In 2025, 3 of 13 grantees (23%) were first-time recipients. With only 13 grantees, that is a small sample: one grantee more or less moves the share by about 8 points. First grants averaged $3K; repeat grants $3K. How we count
Medians: $3K first-time, $3K repeat.
- 77% of 2025 grantees were also funded in 2024. Method
- Giving fell 43% from 2022 to 2025. Method
- In 2025 it paid out 84% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No mission statement for the trust is provided. Its 2025 grants went to organizations including hospitals and healthcare-related groups, cultural organizations, congregations, and social-service organizations. For example, Shadyside Hospital Foundation says its mission is to raise funds for the benefit of UPMC-Presbyterian/Shadyside, including to advance healthcare delivery, medical education, and research. The Pittsburgh Symphony says its mission is to engage, enrich, and inspire through live musical experiences. Jewish Home & Hospital for the Aged describes providing Pittsburgh’s elderly community with social, residential, rehabilitation, medical, and nutritional services in accordance with Jewish values. Children’s Hospital of Pittsburgh Foundation says it supports the hospital’s work in patient care, teaching, research, and advocacy.
Grantmaking
In 2025, the trust reported 13 grants totaling $34,580. Individual grants ranged from $2,659 to $2,664, with a median of $2,659. Notable grants included $2,664 to UPMC Mercy and $2,663 each to Pittsburgh Symphony Inc. and Shadyside Hospital Foundation. Other listed recipients included Rodef Shalom Congregation, Hadassah The Women’s Zionist Organization, Jewish Home & Hospital for the Aged, National Council of Jewish Women Incorpo, UPMC Presbyterian, Goodwill Industries, Adat Shalom B’nai Israel Congregation, Children’s Hospital of Pittsburgh, and Tree of Life Congregation; each received $2,659.
How to Apply
The trust states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
Ready to take the next step with Benjamin & Fannie Applestein Char Trust?
Geographic Focus
Where this funder awards grants
In 2025, 92% of grant dollars went to recipients in Pennsylvania and 8% to recipients in New York. The listed recipients include numerous Pittsburgh organizations.
Grant Distribution by State
Share of 2025 grant dollars across all 13 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $35K (2025) to $74K (2021). In 2025 it made 13 grants totaling $35K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was UPMC Mercy ($3K). Together the top 10 received $27K.
Grant Size Distribution
65 grants across all recorded years
The most common grant size was under $50K: 65 grants of 65 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| UPMC Mercy Pittsburgh, PA | General Support | $2,664 |
| Pittsburgh Symphony Inc Pittsburgh, PA | General Support | $2,663 |
| Shadyside Hospital Foundation Pittsburgh, PA | General Support | $2,663 |
| Rodef Shalom Congregation Pittsburgh, PA | General Support | $2,659 |
| Hadassah the Womens Zionist Organization New York, NY | General Support | $2,659 |
| Jewish Home & Hospital for the Aged Pittsburgh, PA | General Support | $2,659 |
| National Council of Jewish Women Incorpo Pittsburgh, PA | General Support | $2,659 |
| UPMC Presbyterian Pittsburgh, PA | General Support | $2,659 |
| Goodwill Industries Pittsburgh, PA | General Support | $2,659 |
| Adat Shalom B'nai Israel Congregation Pittsburgh, PA | General Support | $2,659 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2025 | $765,290 | $69,951 | $46,717 | $34,580 |
| 2024 | $741,894 | $42,400 | $47,226 | $36,461 |
| 2023 | $746,838 | $16,542 | $50,372 | $40,830 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $765,290 | $741,894 | $746,838 |
| Revenue | $69,951 | $42,400 | $16,542 |
| Expenses | $46,717 | $47,226 | $50,372 |
| Qualifying Distributions | $36,773 | $38,523 | $41,299 |
| Net Investment Income | $60,719 | $33,736 | $10,328 |
| Distributable Amount | $43,666 | $41,939 | $40,740 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS April 30, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 8, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Leadership team and compensation from IRS filings
PNC Bank N.A. is listed as trustee on the 2025 filing.
Benjamin & Fannie Applestein Char Trust's only listed officer is PNC Bank N A, Trustee on filings since 2020 (compensated).
Officers on the 2025 filing
PNC Bank N A
Trustee
On filings since 2020
1 hr/week
$11K (2020) → $11K (2025)
Former officers (1)
- Former: PNC Bank NA (2019–2021) — Trustee
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.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $11K, to PNC Bank N a (Trustee).
Contact
Mailing address: 500 First Ave P7-Pfsc-03-Z, Pittsburgh, PA 15219
Phone: (412) 209-4730
Frequently asked questions about Benjamin & Fannie Applestein Char Trust
How much does Benjamin & Fannie Applestein Char Trust give each year?
Benjamin & Fannie Applestein Char Trust gave $35K across 13 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $36K across 13 grants.
What is Benjamin & Fannie Applestein Char Trust's typical grant size?
Benjamin & Fannie Applestein Char Trust's median grant in 2025 was $2,659, and its average grant was $2,660, across 13 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Benjamin & Fannie Applestein Char Trust that year got $3K on average.
Where does Benjamin & Fannie Applestein Char Trust give grants?
Benjamin & Fannie Applestein Char Trust gives mostly in Pennsylvania: 92% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was New York (8%). The most frequent recipient cities were Pittsburgh, PA (12 grants).
Does Benjamin & Fannie Applestein Char Trust give general operating support?
Yes: 100% of Benjamin & Fannie Applestein Char Trust's 2025 grants with a stated purpose (13 of 13) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Benjamin & Fannie Applestein Char Trust's largest grantees?
Benjamin & Fannie Applestein Char Trust's largest 2025 grantees include UPMC Mercy ($2,664), Pittsburgh Symphony Inc ($2,663) and Shadyside Hospital Foundation ($2,663), according to its 2025 IRS Form 990-PF. Together they received 23% of its itemized 2025 grant dollars.
How large is Benjamin & Fannie Applestein Char Trust?
Benjamin & Fannie Applestein Char Trust reported $765K in total assets on its 2025 IRS Form 990-PF. It paid out $37K in qualifying distributions that year, against a required minimum of $44K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Benjamin & Fannie Applestein Char Trust fund?
No mission statement for the trust is provided. Its 2025 grants went to organizations including hospitals and healthcare-related groups, cultural organizations, congregations, and social-service organizations. See mission & focus areas ↑
How do I apply for a grant from Benjamin & Fannie Applestein Char Trust?
The trust states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Benjamin & Fannie Applestein Char Trust's EIN?
Benjamin & Fannie Applestein Char Trust's EIN (Employer Identification Number) is 25-6409505. IRS Form 990 filing data is available on this page for 2019–2025.
Does Benjamin & Fannie Applestein Char Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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