Peggy N & Roger G Gerry Charitable Trust
- Assets
- $19.9m
- Revenue
- $1.1m
- Investments
- $19.8m
- Employees
- 0
- Location
- Pittsburgh, PA
- Founding
- 06/1978
- Data as of
- 12/2022
- EIN
- 13-6753033
Organization Overview
Peggy N & Roger G Gerry Charitable Trust is located in Pittsburgh, PA. The organization was established in 1978. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Peggy N & Roger G Gerry Charitable Trust is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Peggy N & Roger G Gerry Charitable Trust generated $1.1m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 4 years, the organization has seen revenues fall by an average of (5.1%) each year. All expenses for the organization totaled $1.9m during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
Since 2020, Peggy N & Roger G Gerry Charitable Trust has awarded 53 individual grants totaling $4,359,000. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Thomas F Pike Co-Trustee | 1 | $20,000 | |
Arete S Warren Co-Trustee | 1 | $20,000 | |
Robert B Mackay Co-Trustee | 1 | $20,000 | |
Bny Mellon N A Co-Trustee | 1 | $177,584 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $533,831 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $571,186 |
| Capital Gain Net Income | $571,186 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $1,105,017 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $237,584 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $17,357 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $20,027 |
| Total operating and administrative expenses | $274,968 |
| Contributions, gifts, grants paid | $1,629,000 |
| Total expenses and disbursements | $1,903,968 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $63,211 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $19,831,643 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $19,894,854 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Peggy N & Roger G Gerry Charitable Trust has awarded $1,629,000 in support to 19 organizations.
| Grant Recipient | Amount |
|---|---|
LIBRARY OF AMERICAN LANDSCAPE PURPOSE: GENERAL OPERATING | $75,000 |
PRESERVATION LEAGUE OF NYS PURPOSE: GENERAL OPERATING | $25,000 |
PRESERVATION SOCIETY OF NEWPORT COUNTY PURPOSE: GENERAL OPERATING | $50,000 |
SOCIETY FOR THE PRESERV OF LI ANTIQUITIE PURPOSE: GENERAL OPERATING | $69,000 |
OLD WESTBURY GARDENS INC PURPOSE: GENERAL OPERATING | $100,000 |
VANDERBILT MUSEUM SUFFOLK COUNTY PURPOSE: GENERAL OPERATING | $40,000 |