Potter Benjamin FBO Potter Charit-Tr
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.
Potter Benjamin FBO Potter Charit-Tr at a glance
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.
- Annual giving (2025)
- $279,019
- +10.1% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $279,019
- +10.1% vs 2024
- Median grant
- $279,019
- Total assets
- $5,429,886
- -1.5% vs 2024
- Primary geography
- Delaware (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Potter Benjamin FBO Potter Charit-Tr funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Delaware Community Foundation ($279K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $250–500K range: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $253K (2024) to $360K (2022). In 2025 it made 1 grant totaling $279K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Delaware Community Foundation Wilmington, DE | General Operating | $279,019 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $5,429,886 | $278,086 | $363,340 | $279,019 | 1 | $309,431 | $230,188 | $322,103 |
| 2024 | $5,514,754 | $549,948 | $336,108 | $253,323 | 1 | $283,195 | $503,557 | $304,656 |
| 2023 | $5,301,586 | $447,103 | $336,688 | $257,022 | 1 | $285,247 | $403,339 | $278,323 |
| 2022 | $5,191,868 | $684,873 | $460,122 | $360,031 | 1 | $391,621 | $635,809 | $292,633 |
| 2021 | $4,967,894 | $1,183,032 | $419,159 | $327,932 | 1 | $365,038 | $1,129,624 | $335,000 |
| 2020 | $4,204,278 | $169,845 | $357,813 | $291,876 | 1 | — | $123,341 | $282,183 |
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.
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
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.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 10, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 6, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 8, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 7, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 6, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
Live grants for the work Potter Benjamin FBO Potter Charit-Tr funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
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