Oliver W Benedict Charitable Trust
Oliver W Benedict Charitable Trust is a private foundation, based in Norwich, NY. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $361K in total assets. In 2025, it awarded 5 grants totaling $20K. Net investment income was $18K.
Key facts about Oliver W Benedict Charitable Trust
- EIN
- 22-2321048
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $20,043
- Grants made (2025)
- 5
- Average grant
- $4,009
- Median grant
- $2,359
- Total assets
- $360,902
- Primary geography
- New York (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Oliver W Benedict Charitable Trust funds
By grant dollars, the top recipient states for Oliver W Benedict Charitable Trust's 5 itemized 2025 grants were New York (100%). The most frequent recipient cities were Norwich, NY (3 grants). None of its 5 grants with a stated purpose were described as general or operating support.
How Oliver W Benedict Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (−12%). Method
- In 2025 it paid out 101% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Next steps with Oliver W Benedict Charitable Trust
- How to evaluate Oliver W Benedict Charitable Trust as a funder
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Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$361K
-0.8% YoY
Annual Giving
$20K
+1.9% YoY
Grant Count
5
+0.0% YoY
Avg Grant Size
$4K
+1.9% YoY
Under IRS private-foundation payout rules, Oliver W Benedict Charitable Trust reported a distributable amount of $21K for 2025 — the minimum it must pay out in qualifying distributions.
About Oliver W Benedict Charitable Trust
Based on IRS filings
Oliver W Benedict Charitable Trust is a private foundation, based in Norwich, NY. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $361K in total assets. In 2025, it awarded 5 grants totaling $20K. Net investment income was $18K.
Ready to take the next step with Oliver W Benedict Charitable Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 5 itemized 2025 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $360,902 | $363,940 | $370,981 |
| Revenue | $22,019 | $16,926 | $14,256 |
| Expenses | $25,010 | $23,968 | $26,883 |
| Qualifying Distributions | $21,245 | $20,835 | $23,379 |
| Net Investment Income | $18,448 | $13,785 | $11,071 |
| Distributable Amount | $21,053 | $20,039 | $19,675 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
Grant Size Distribution
25 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest recipients include Emmanuel Episcopal Church ($11,789), Chenango Memorial Hospital ($3,537), Norwich YMCA ($2,359).
| Recipient | Purpose | Amount |
|---|---|---|
| EMMANUEL EPISCOPAL CHURCH Norwich, NY | RELIGIOUS EDUCATIONAL WORK | $11,789 |
| CHENANGO MEMORIAL HOSPITAL Norwich, NY | PEDIATRICS DEPT | $3,537 |
| NORWICH YMCA Norwich, NY | MEMBERSHIP FOR DESERVING | $2,359 |
| BADEN-POWELL COUNCIL INC Binghamton, NY | SUMMER CAMP | $1,179 |
| GIRL SCOUTS OF NYPENN PATHWAYS Syracuse, NY | SUMMER CAMP | $1,179 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| NBT Bank NA | Trustee | 1 | $3,718 |
Frequently Asked Questions
How large is Oliver W Benedict Charitable Trust?
As of 2025, Oliver W Benedict Charitable Trust holds $361K in total assets with $22K in annual revenue. It awarded 5 grants totaling $20K in 2025.
Where does Oliver W Benedict Charitable Trust operate?
Oliver W Benedict Charitable Trust has awarded grants in New York.
What size grants does Oliver W Benedict Charitable Trust award?
In 2025, Oliver W Benedict Charitable Trust awarded 5 grants totaling $20K — an average of about $4K per grant, based on its IRS Form 990 filings.
How much is Oliver W Benedict Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Oliver W Benedict Charitable Trust reported a distributable amount of $21K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Oliver W Benedict Charitable Trust's EIN?
Oliver W Benedict Charitable Trust's EIN (Employer Identification Number) is 22-2321048. IRS Form 990 filing data is available on this page for 2021–2025.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.