Ross Helen N - Char Trust

Foundation · Grantmaker PITTSBURGH, PA EIN: 25-6378894

Ross Helen N - Char Trust is a private foundation, based in PITTSBURGH, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $176K in total assets. In 2024, it awarded 4 grants totaling $6K. Net investment income was $7K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$176K

-0.2% YoY

Annual Giving

$6K

+0.0% YoY

Grant Count

+100.0% YoY

Avg Grant Size

$1K

-50.0% YoY

Under IRS private-foundation payout rules, Ross Helen N - Char Trust reported a distributable amount of $9K for 2024 — the minimum it must pay out in qualifying distributions.

About Ross Helen N - Char Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Pennsylvania $37K (100%)

States

Pennsylvania

Cities

Oil City

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$176,314	$176,588	$183,295
Revenue	$9,404	$8,054	$4,422
Expenses	$9,682	$14,736	$12,754
Qualifying Distributions	$7,623	$12,933	$10,247
Net Investment Income	$7,385	$5,889	$2,412
Distributable Amount	$8,994	$8,481	$9,065

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

Grant Size Distribution

15 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Second Presbyterian Church ($1,425), American Red Cross - Forest Chapter ($1,425), Red Cross Venangoforest Chapter ($1,425).

Recipient	Purpose	Amount
SECOND PRESBYTERIAN CHURCH OIL CITY, PA	GENERAL OPERATING	$1,425
AMERICAN RED CROSS - FOREST CHAPTER OIL CITY, PA	GENERAL OPERATING	$1,425
RED CROSS VENANGOFOREST CHAPTER OIL CITY, PA	GENERAL OPERATING	$1,425
SECOND PRESBYTERIAN CHURCH OIL CITY, PA	GENERAL OPERATING	$1,425

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
BNY MELLON N A	TRUSTEE	1	$3,133

Frequently Asked Questions

How large is Ross Helen N - Char Trust?

As of 2024, Ross Helen N - Char Trust holds $176K in total assets with $9K in annual revenue. It awarded 4 grants totaling $6K in 2024.

Where does Ross Helen N - Char Trust operate?

Ross Helen N - Char Trust has awarded grants in Pennsylvania.

What size grants does Ross Helen N - Char Trust award?

In 2024, Ross Helen N - Char Trust awarded 4 grants totaling $6K — an average of about $1K per grant, based on its IRS Form 990 filings.

How much is Ross Helen N - Char Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Ross Helen N - Char Trust reported a distributable amount of $9K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.