Otto C EPP Fund B Charitable Tr
Otto C EPP Fund B Charitable Tr is a private foundation, based in Pittsburgh, PA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $3.1M in total assets. In 2025, it awarded 5 grants totaling $160K. Net investment income was $177K.
Key facts about Otto C EPP Fund B Charitable Tr
In short: Otto C EPP Fund B Charitable Tr gave $160K across 5 grants in 2025 (avg $32K), mostly in Ohio. Source: 2025 IRS Form 990-PF.
- EIN
- 31-6365704
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $159,530
- Grants made (2025)
- 5
- Average grant
- $31,906
- Median grant
- $31,906
- Total assets
- $3,101,836
- Primary geography
- Ohio (60% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$3.1M
+0.1% YoY
Annual Giving
$160K
+2.2% YoY
Grant Count
5
+0.0% YoY
Avg Grant Size
$32K
+2.2% YoY
Under IRS private-foundation payout rules, Otto C EPP Fund B Charitable Tr reported a distributable amount of $183K for 2025 — the minimum it must pay out in qualifying distributions.
How Otto C EPP Fund B Charitable Tr gives
- Giving held roughly steady from 2022 to 2025 (−8%). Method
- In 2025 it paid out 92% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $156K (2024) to $185K (2023). In 2025 it made 5 grants totaling $160K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was Salvation Army ($32K). Together the top 5 received $160K.
Grant Size Distribution
24 grants across all recorded years
The most common grant size was under $50K: 23 grants of 24 (96%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Salvation Army West Nyack, NY | General Support | $31,906 |
| Boys Girls Club No Eastern PA Scranton, PA | General Support | $31,906 |
| Beech Acres Parenting Center Cincinnati, OH | General Support | $31,906 |
| YMCA of Greater Cincinnati Cincinnati, OH | General Support | $31,906 |
| YWCA of Greater Cincinnati Cincinnati, OH | General Support | $31,906 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $3,101,836 | $3,097,598 | $3,168,170 |
| Revenue | $215,009 | $130,209 | $-46,625 |
| Expenses | $208,487 | $199,564 | $233,948 |
| Qualifying Distributions | $168,842 | $164,733 | $191,299 |
| Net Investment Income | $177,134 | $91,310 | $40,698 |
| Distributable Amount | $182,812 | $168,183 | $162,456 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
Leadership & Key People
Officers and directors from IRS filings
Otto C EPP Fund B Charitable Tr's only listed officer is PNC Bank N A, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
PNC Bank N A
Trustee
On filings since 2020
1 hr/week
$42K (2020) → $46K (2025)
Data from IRS Form 990 filings, 2020–2025. "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 $46K, to PNC Bank N a (Trustee).
Frequently asked questions about Otto C EPP Fund B Charitable Tr
How much does Otto C EPP Fund B Charitable Tr give each year?
Otto C EPP Fund B Charitable Tr gave $160K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $156K across 5 grants.
What is Otto C EPP Fund B Charitable Tr's typical grant size?
Otto C EPP Fund B Charitable Tr's median grant in 2025 was $31,906, and its average grant was $31,906, across 5 grants on its 2025 IRS Form 990-PF.
Where does Otto C EPP Fund B Charitable Tr give grants?
Otto C EPP Fund B Charitable Tr gives mostly in Ohio: 60% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were New York (20%) and Pennsylvania (20%). The most frequent recipient cities were Cincinnati, OH (3 grants).
Does Otto C EPP Fund B Charitable Tr give general operating support?
Yes: 100% of Otto C EPP Fund B Charitable Tr's 2025 grants with a stated purpose (5 of 5) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Otto C EPP Fund B Charitable Tr's largest grantees?
Otto C EPP Fund B Charitable Tr's largest 2025 grantees include Salvation Army ($31,906), Boys Girls Club No Eastern PA ($31,906) and Beech Acres Parenting Center ($31,906), according to its 2025 IRS Form 990-PF. Together they received 60% of its itemized 2025 grant dollars.
How large is Otto C EPP Fund B Charitable Tr?
Otto C EPP Fund B Charitable Tr reported $3.1M in total assets on its 2025 IRS Form 990-PF. It paid out $169K in qualifying distributions that year, against a required minimum of $183K (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 is Otto C EPP Fund B Charitable Tr's EIN?
Otto C EPP Fund B Charitable Tr's EIN (Employer Identification Number) is 31-6365704. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Otto C EPP Fund B Charitable Tr by hand.
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