Trust UA Wyman-Potter Foundation 14-217670
Trust UA Wyman-Potter Foundation 14-217670 is a private foundation, based in New York, NY. IRS filing data is available from 2021 through 2026. As of 2026, the organization holds $1.5M in total assets. In 2026, it awarded 9 grants totaling $140K. Net investment income was $145K.
Key facts about Trust UA Wyman-Potter Foundation 14-217670
In short: Trust UA Wyman-Potter Foundation 14-217670 gave $140K across 9 grants in 2026 (avg $16K), mostly in New York. Source: 2026 IRS Form 990-PF.
- EIN
- 16-6060015
- Latest 990 filing
- Form 990-PF, 2026
- Annual giving (2026)
- $140,000
- Grants made (2026)
- 9
- Average grant
- $15,556
- Median grant
- $15,000
- Total assets
- $1,534,752
- Primary geography
- New York (93% of itemized 2026 grant dollars)
Data from IRS Form 990-PF, 2026; updated September 2026.
Financial Overview
From 2026 IRS Form 990-PF · View filing
Total Assets
$1.5M
+0.0% YoY
Annual Giving
$140K
+32.1% YoY
Grant Count
9
+12.5% YoY
Avg Grant Size
$16K
+17.4% YoY
Under IRS private-foundation payout rules, Trust UA Wyman-Potter Foundation 14-217670 reported a distributable amount of $122K for 2026 — the minimum it must pay out in qualifying distributions.
How Trust UA Wyman-Potter Foundation 14-217670 gives
- Giving grew 36% from 2023 to 2026. Method
- In 2026 it paid out 120% of its IRS minimum distribution (the 5% rule). 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 2026 grant dollars across all 9 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2026, annual grant giving ranged from $103K (2023) to $187K (2021). In 2026 it made 9 grants totaling $140K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2026
The largest 2026 recipient was Publicolor ($25K). Together the top 9 received $140K.
Grant Size Distribution
36 grants across all recorded years
The most common grant size was under $50K: 36 grants of 36 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Publicolor New York, NY | General Charitable Purposes | $25,000 |
| TH Kids Inc Brooklyn, NY | General Charitable Purposes | $25,000 |
| Brooklyn Institute of Arts and Science Brooklyn, NY | General Charitable Purposes | $15,000 |
| Future Boxing Club Inc Rochester, NY | General Charitable Purposes | $15,000 |
| What Will the Neighbors Say Inc Brooklyn, NY | General Charitable Purposes | $15,000 |
| Lollypop Farm Fairport, NY | General Charitable Purposes | $13,000 |
| Girl Scouts of Western New York Inc Rochester, NY | General Charitable Purposes | $12,000 |
| Pilots to the Rescue Inc Brooklyn, NY | General Charitable Purposes | $10,000 |
| Step up Women's Network Los Angeles, CA | General Charitable Purposes | $10,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2026 | 2025 | 2024 |
|---|---|---|---|
| Total Assets | $1,534,752 | $1,534,407 | $1,486,155 |
| Revenue | $172,007 | $186,870 | $126,796 |
| Expenses | $174,493 | $137,979 | $141,652 |
| Qualifying Distributions | $146,576 | $112,142 | $119,715 |
| Net Investment Income | $145,305 | $162,505 | $104,818 |
| Distributable Amount | $122,291 | $113,114 | $97,816 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS June 15, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS June 11, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 31, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 24, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS June 11, 2025)
- Added Form 990-PF for fiscal year 2026 (received by the IRS May 14, 2026)
Leadership & Key People
Officers and directors from IRS filings
Trust UA Wyman-Potter Foundation 14-217670's only listed officer is Hsbc Bank USA, Trustee on every filing since 2021 (compensated).
Officers on the 2026 filing
Hsbc Bank USA
Trustee
On filings since 2021
$25K (2021) → $32K (2026)
Data from IRS Form 990 filings, 2021–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $32K, to HSBC Bank USA (Trustee).
Frequently asked questions about Trust UA Wyman-Potter Foundation 14-217670
How much does Trust UA Wyman-Potter Foundation 14-217670 give each year?
Trust UA Wyman-Potter Foundation 14-217670 gave $140K across 9 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $106K across 8 grants.
What is Trust UA Wyman-Potter Foundation 14-217670's typical grant size?
Trust UA Wyman-Potter Foundation 14-217670's median grant in 2026 was $15,000, and its average grant was $15,556, across 9 grants on its 2026 IRS Form 990-PF.
Where does Trust UA Wyman-Potter Foundation 14-217670 give grants?
Trust UA Wyman-Potter Foundation 14-217670 gives mostly in New York: 93% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The next largest state was California (7%). The most frequent recipient cities were Brooklyn, NY (4 grants) and Rochester, NY (2 grants).
Does Trust UA Wyman-Potter Foundation 14-217670 give general operating support?
Yes: 100% of Trust UA Wyman-Potter Foundation 14-217670's 2026 grants with a stated purpose (9 of 9) were for general or operating support, per its 2026 IRS Form 990-PF.
Who are Trust UA Wyman-Potter Foundation 14-217670's largest grantees?
Trust UA Wyman-Potter Foundation 14-217670's largest 2026 grantees include Publicolor ($25,000), TH Kids Inc ($25,000) and Brooklyn Institute of Arts and Science ($15,000), according to its 2026 IRS Form 990-PF. Together they received 46% of its itemized 2026 grant dollars.
How large is Trust UA Wyman-Potter Foundation 14-217670?
Trust UA Wyman-Potter Foundation 14-217670 reported $1.5M in total assets on its 2026 IRS Form 990-PF. It paid out $147K in qualifying distributions that year, against a required minimum of $122K (roughly 5% of its investment assets).
What is Trust UA Wyman-Potter Foundation 14-217670's EIN?
Trust UA Wyman-Potter Foundation 14-217670's EIN (Employer Identification Number) is 16-6060015. IRS Form 990 filing data is available on this page for 2021–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Trust UA Wyman-Potter Foundation 14-217670 by hand.
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