Potter Benjamin FBO Potter Charit-Tr

Private foundation · Grantmaker Pittsburgh, PA EIN: 51-6016170

Potter Benjamin FBO Potter Charit-Tr is a private foundation, based in Pittsburgh, PA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $5.4M in total assets. In 2025, it awarded 1 grant totaling $279K. Net investment income was $230K.

Key facts about Potter Benjamin FBO Potter Charit-Tr

In short: Potter Benjamin FBO Potter Charit-Tr gave $279K across 1 grant in 2025 (avg $279K), mostly in Delaware. Source: 2025 IRS Form 990-PF.

EIN
51-6016170
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$279,019
Grants made (2025)
1
Average grant
$279,019
Median grant
$279,019
Total assets
$5,429,886
Primary geography
Delaware (100% 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

$5.4M

-1.5% YoY

Annual Giving

$279K

+10.1% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$279K

+10.1% YoY

Under IRS private-foundation payout rules, Potter Benjamin FBO Potter Charit-Tr reported a distributable amount of $322K for 2025 — the minimum it must pay out in qualifying distributions.

How Potter Benjamin FBO Potter Charit-Tr gives

  • Giving fell 23% from 2022 to 2025. Method
  • In 2025 it paid out 96% 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

1state

Share of the 2025 grant dollars on its one itemized grant.

States

Cities

Wilmington

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K$400K1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2020 to 2025, annual grant giving ranged from $253K (2024) to $360K (2022). In 2025 it made 1 grant totaling $279K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Delaware Community Foundation: $279KDelaware Community Foundation$279K

The largest 2025 recipient was Delaware Community Foundation ($279K).

Grant Size Distribution

5 grants across all recorded years

<$50K$50–100K$100–250K5$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $250–500K range: 5 grants of 5 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Delaware Community Foundation Wilmington, DEGeneral Operating$279,019

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$500K$1M$1.5M2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$5,429,886$5,514,754$5,301,586
Revenue$278,086$549,948$447,103
Expenses$363,340$336,108$336,688
Qualifying Distributions$309,431$283,195$285,247
Net Investment Income$230,188$503,557$403,339
Distributable Amount$322,103$304,656$278,323

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 10, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 6, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 8, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 7, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 6, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)

Leadership & Key People

Officers and directors from IRS filings

Potter Benjamin FBO Potter Charit-Tr's only listed officer is BNY Mellon N A, Trustee on every filing since 2020 (compensated).

Officers on the 2025 filing

  • BNY Mellon N A

    Trustee

    On filings since 2020

    1 hr/week

    $62K (2020) → $75K (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

BNY Mellon N a — Trustee: $75KBNY Mellon N aTrustee$75K

The highest reported compensation on the 2025 filing was $75K, to BNY Mellon N a (Trustee).

Frequently asked questions about Potter Benjamin FBO Potter Charit-Tr

How much does Potter Benjamin FBO Potter Charit-Tr give each year?

Potter Benjamin FBO Potter Charit-Tr gave $279K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $253K across 1 grant.

How large is Potter Benjamin FBO Potter Charit-Tr?

Potter Benjamin FBO Potter Charit-Tr reported $5.4M in total assets on its 2025 IRS Form 990-PF. It paid out $309K in qualifying distributions that year, against a required minimum of $322K (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.

Where does Potter Benjamin FBO Potter Charit-Tr operate?

Potter Benjamin FBO Potter Charit-Tr has awarded grants in Delaware.

What is Potter Benjamin FBO Potter Charit-Tr's EIN?

Potter Benjamin FBO Potter Charit-Tr's EIN (Employer Identification Number) is 51-6016170. 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.

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