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Nonprofit · EIN 51-6016170

TRUST U/W BENJAMIN POTTER A/K/A POTTER CHARITY

Tax-exempt · PITTSBURGH, PA 15230

Financials

$447K$337K2023$550K$336K2024$278K$363K2025
Revenue Expenses · by fiscal year end
Financials of TRUST U/W BENJAMIN POTTER A/K/A POTTER CHARITY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$278,086$363,340-$85,254$5,429,886$0$5,429,886
December 31, 2024990-PF$549,948$336,108$213,840$5,514,754$0$5,514,754
December 31, 2023990-PF$447,103$336,688$110,415$5,301,586$0$5,301,586
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$150,718
Net gain from sales of assets
$127,368

Expenses

Grants and similar amounts paid
$279,019
Compensation of officers, directors and key employees
$74,723
Disbursements for charitable purposes
$309,431
Excise tax on investment income
$3,200

Balance sheet and other

Total assets, start of year
$5,514,754
Total assets, end of year
$5,429,886
Total liabilities, end of year
$0
Net assets, end of year
$5,429,886
Fair market value of assets
$6,935,813
Qualifying distributions
$309,431
Net investment income
$277,786

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
BNY MELLON N A
PO BOX 185, PITTSBURGH, PA 152300185
TRUSTEE1$74,723
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
BNY MELLON N A
PO BOX 185, PITTSBURGH, PA 152300185
TRUSTEE1$72,511
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
BNY MELLON N A
PO BOX 185, PITTSBURGH, PA 152300185
TRUSTEE1$68,404

Address and contacts

Address (IRS master file)
PO BOX 185, PITTSBURGH, PA 15230-0185
In care of
% FARMERS BANK OF THE STATE OF DELA
Signed the 990-PF
MICHAEL STAGIS, VICE PRESIDENT
Phone
(215) 553-3437
Return prepared by
PWC US TAX LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
51-6016170
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1971
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$5,429,886
Income (IRS master file)
$2,036,364

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$278,086$363,340$5,429,886IRS
990-PFDecember 2024$549,948$336,108$5,514,754IRS
990-PFDecember 2023$447,103$336,688$5,301,586XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 51-6016170).

Questions about TRUST U/W BENJAMIN POTTER A/K/A POTTER CHARITY

What is the EIN of TRUST U/W BENJAMIN POTTER A/K/A POTTER CHARITY?
The employer identification number (EIN) of TRUST U/W BENJAMIN POTTER A/K/A POTTER CHARITY is 51-6016170.
Is TRUST U/W BENJAMIN POTTER A/K/A POTTER CHARITY tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1971.
Are donations to TRUST U/W BENJAMIN POTTER A/K/A POTTER CHARITY tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does TRUST U/W BENJAMIN POTTER A/K/A POTTER CHARITY file?
Form 990-PF. Private foundations file every year.
When is the next return of TRUST U/W BENJAMIN POTTER A/K/A POTTER CHARITY due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did TRUST U/W BENJAMIN POTTER A/K/A POTTER CHARITY last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of TRUST U/W BENJAMIN POTTER A/K/A POTTER CHARITY?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $74,723 (BNY MELLON N A, TRUSTEE).
How much revenue does TRUST U/W BENJAMIN POTTER A/K/A POTTER CHARITY have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $278,086, expenses of $363,340 and total assets of $5,429,886 at year end.

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