Benjamin & Fannie Applestein Char Trust

PITTSBURGH, PA EIN: 25-6409505

Benjamin & Fannie Applestein Char Trust is a private foundation focused on Arts and culture, based in PITTSBURGH, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $742K in total assets. In 2024, it awarded 13 grants totaling $36K. Net investment income was $34K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$742K

-0.7% YoY

Annual Giving

$36K

-10.7% YoY

Grant Count

13

+0.0% YoY

Avg Grant Size

$3K

-10.7% YoY

Under IRS private-foundation payout rules, Benjamin & Fannie Applestein Char Trust reported a distributable amount of $42K for 2024 — the minimum it must pay out in qualifying distributions.

About Benjamin & Fannie Applestein Char Trust

Based on IRS filings

Benjamin & Fannie Applestein Char Trust is a private foundation focused on Arts and culture, based in PITTSBURGH, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $742K in total assets. In 2024, it awarded 13 grants totaling $36K. Net investment income was $34K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

New YorkPittsburgh

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$24K$49K$73K$98K20202021202220232024
Metric202420232022
Total Assets$741,894$746,838$778,045
Revenue$42,400$16,542$266
Expenses$47,226$50,372$72,207
Qualifying Distributions$38,523$41,299$60,709
Net Investment Income$33,736$10,328$8,075
Distributable Amount$41,939$40,740$42,081

Giving Over Time

Total grant dollars and number of grants per year

$0$19K$37K$56K$74K13 grants202013 grants202113 grants202213 grants202313 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

SHADYSIDE HOSPITAL FOUND…$4KUPMC MERCY$3KPITTSBURGH SYMPHONY SOCI…$3KRODEF SHALOM CONGREGATION$3KJEWISH HOME & HOSPITAL F…$3KGOODWILL INDUSTRIES$3KADAT SHALOM B'NAI ISRAEL…$3KCHILDREN'S HOSPITAL OF P…$3KTREE OF LIFE CONGREGATION$3KTREE OF LIFE SISTERHOOD$3K

Grant Size Distribution

65 grants across all recorded years

65<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Shadyside Hospital Foundation ($3,508), Upmc Mercy ($2,807), Pittsburgh Symphony Society ($2,807).

RecipientPurposeAmount
PRESBYTERIAN UNIVERSITY HOSPITAL PITTSBURGH, PAGENERAL SUPPORT$2,103
RODEF SHALOM CONGREGATION PITTSBURGH, PAGENERAL SUPPORT$2,804
JEWISH HOME & HOSPITAL FOR THE AGED PITTSBURGH, PAGENERAL SUPPORT$2,804
UPMC MERCY PITTSBURGH, PAGENERAL SUPPORT$2,807
GOODWILL INDUSTRIES PITTSBURGH, PAGENERAL SUPPORT$2,804
SHADYSIDE HOSPITAL FOUNDATION PITTSBURGH, PAGENERAL SUPPORT$3,508
ADAT SHALOM B'NAI ISRAEL CONGREGATION PITTSBURGH, PAGENERAL SUPPORT$2,804
CHILDREN'S HOSPITAL OF PITTSBURGH PITTSBURGH, PAGENERAL SUPPORT$2,804
TREE OF LIFE CONGREGATION PITTSBURGH, PAGENERAL SUPPORT$2,804
TREE OF LIFE SISTERHOOD PITTSBURGH, PAGENERAL SUPPORT$2,804

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

PNC BANK N ATRUSTEE$10K

From 2024 filing

NameTitleHoursCompensation
PNC BANK N ATRUSTEE2$10,311

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Benjamin & Fannie Applestein Char Trust?

Benjamin & Fannie Applestein Char Trust is a private foundation focused on Arts and culture, based in PITTSBURGH, PA. It holds $742K in total assets as of 2024.

How large is Benjamin & Fannie Applestein Char Trust?

As of 2024, Benjamin & Fannie Applestein Char Trust holds $742K in total assets with $42K in annual revenue. It awarded 13 grants totaling $36K in 2024.

Where does Benjamin & Fannie Applestein Char Trust operate?

Benjamin & Fannie Applestein Char Trust has awarded grants in New York, Pennsylvania.

What size grants does Benjamin & Fannie Applestein Char Trust award?

In 2024, Benjamin & Fannie Applestein Char Trust awarded 13 grants totaling $36K — an average of about $3K per grant, based on its IRS Form 990 filings.

How much is Benjamin & Fannie Applestein Char Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Benjamin & Fannie Applestein Char Trust reported a distributable amount of $42K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.

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

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