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Peggy N & Roger G Gerry Charitable Trust is a private trust based in PITTSBURGH, PA. The foundation received its IRS ruling in 1978. The principal officer is Bny Mellon Na. It holds total assets of $22.3M. Annual income is reported at $15.2M. The foundation is governed by 4 officers and trustees. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2020 to 2023. Grantmaking is concentrated in New York. According to available records, Peggy N & Roger G Gerry Charitable Trust has made 53 grants totaling $4.4M, with a median grant of $50K. Annual giving has grown from $1.3M in 2020 to $1.6M in 2022. Individual grants have ranged from $10K to $600K, with an average award of $82K. The foundation has supported 38 unique organizations. The foundation primarily supports organizations in New York, Pennsylvania, Connecticut, which account for 89% of all grants. Grantmaking reaches organizations across 8 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$10K
Median Grant
$60K
Average Grant
$77K
Largest Grant
$250K
Based on 17 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Peggy N & Roger G Gerry Charitable Trust is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 53 grants. Its grantmaking reaches organizations primarily in NY, PA, CT.
Peggy N & Roger G Gerry Charitable Trust has distributed a total of $4.4M across 53 grants. The median grant size is $50K, with an average of $82K. Individual grants have ranged from $10K to $600K.
Peggy N & Roger G Gerry Charitable Trust typically selects its grantees rather than accepting unsolicited proposals.
Peggy N & Roger G Gerry Charitable Trust is headquartered in PITTSBURGH, PA. While based in PA, the foundation distributes grants to organizations across 8 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Bny Mellon N A | CO-TRUSTEE | $178K | $0 | $178K |
| Arete S Warren | CO-TRUSTEE | $20K | $0 | $20K |
| Robert B Mackay | CO-TRUSTEE | $20K | $0 | $20K |
| Thomas F Pike | CO-TRUSTEE | $20K | $0 | $20K |
Total Giving
$1.5M
Total Assets
$20.5M
Fair Market Value
$25.6M
Net Worth
$20.5M
Grants Paid
$1.2M
Contributions
N/A
Net Investment Income
$2M
Distribution Amount
$1.2M
Total Grants
53
Total Giving
$4.4M
Average Grant
$82K
Median Grant
$50K
Unique Recipients
38
Most Common Grant
$75K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Decorative Arts TrustGENERAL OPERATING | Media, PA | $600K | 2022 |
| Roslyn Landmark Society IncGENERAL OPERATING | Roslyn, NY | $155K | 2022 |
| North Shore Land Alliance IncGENERAL OPERATING | Oyster Bay, NY | $100K | 2022 |
| Old Westbury Gardens IncGENERAL OPERATING | Old Westbury, NY | $100K | 2022 |
| Library Of American LandscapeGENERAL OPERATING | Amherst, MA | $75K | 2022 |
| Roslyn Landmark SocietyGENERAL OPERATING | Roslyn, NY | $75K | 2022 |
| Society For The Preserv Of Li AntiquitieGENERAL OPERATING | Cold Spg Hbr, NY | $69K | 2022 |
| Thomas Cole National Historic SiteGENERAL OPERATING | Catskill, NY | $50K | 2022 |
| Mystic Seaport MuseumGENERAL OPERATING | Mystic, CT | $50K | 2022 |
| Preservation Society Of Newport CountyGENERAL OPERATING | Newport, RI | $50K | 2022 |
| The Owls Head Transportation MuseumGENERAL OPERATING | Owls Head, ME | $45K | 2022 |
| Vanderbilt Museum Suffolk CountyGENERAL OPERATING | Centerport, NY | $40K | 2022 |
| Raynham Hall MuseumGENERAL OPERATING | Oyster Bay, NY | $40K | 2022 |
| Players Foundation For Theatre EducationGENERAL OPERATING | New York, NY | $40K | 2022 |
| Columbia County Historical Society IncGENERAL OPERATING | Kinderhook, NY | $35K | 2022 |
| Friends Of The Ues Historic DistrictGENERAL OPERATING | New York, NY | $30K | 2022 |
| New York Landmarks Conservancy IncGENERAL OPERATING | New York, NY | $30K | 2022 |
| Preservation League Of NysGENERAL OPERATING | Albany, NY | $25K | 2022 |
| Archive ProjectGENERAL OPERATING | San Diego, CA | $20K | 2022 |
| The Hotchkiss Library Of Sharon CtGENERAL OPERATING | Sharon, CT | $100K | 2021 |
| The Metropolitan Museum Of ArtGENERAL OPERATING | New York, NY | $75K | 2021 |
| Cathedral Church Of St John DivineGENERAL OPERATING | New York, NY | $75K | 2021 |
| Nassau County Museum Of ArtGENERAL OPERATING | New York, NY | $75K | 2021 |
| Jay Heritage CenterGENERAL OPERATING | Rye, NY | $60K | 2021 |
| The Untermyer Gardens ConservancyGENERAL OPERATING | Yonkers, NY | $50K | 2021 |
| Sylvester ManorGENERAL OPERATING | Shelter Island, NY | $50K | 2021 |
| Planting Fields FoundationGENERAL OPERATING | Oyster Bay, NY | $50K | 2021 |
| St Marks Church In-The-BoweryGENERAL OPERATING | New York, NY | $40K | 2021 |
| Long Island Museum Of ArtGENERAL OPERATING | Stony Brook, NY | $40K | 2021 |
| Lyndhurst MansionGENERAL OPERATING PURPOSES | Tarrytown, NY | $35K | 2021 |
| Historic HudsonGENERAL OPERATING PURPOSES | Pocantico Hills, NY | $25K | 2021 |
| Green County Historical SocietyGENERAL OPERATING | Monroe, WI | $15K | 2021 |
| Saint Bartholomew ConservancyGENERAL OPERATING | New York, NY | $75K | 2020 |
| Preservation Long IslandGENERAL OPERATING | Cold Spring Harbor, NY | $70K | 2020 |
| Trinity Episcopal ChurchGENERAL OPERATING PURPOSES | Roslyn, NY | $50K | 2020 |