Agan Trust for Selected Charities

Private foundation · Grantmaker Buffalo, NY EIN: 03-6033050

Agan Trust for Selected Charities is a private foundation, based in Buffalo, NY. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.5M in total assets. In 2025, it awarded 3 grants totaling $86K. Net investment income was $81K.

Key facts about Agan Trust for Selected Charities

In short: Agan Trust for Selected Charities gave $86K across 3 grants in 2025 (avg $29K), top state New Hampshire. Source: 2025 IRS Form 990-PF.

EIN
03-6033050
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$86,334
Grants made (2025)
3
Average grant
$28,778
Median grant
$28,778
Total assets
$1,522,747
Primary geography
New Hampshire (33% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated October 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.5M

-0.6% YoY

Annual Giving

$86K

-36.2% YoY

Grant Count

3

+0.0% YoY

Avg Grant Size

$29K

-36.2% YoY

Under IRS private-foundation payout rules, Agan Trust for Selected Charities reported a distributable amount of $90K for 2025 — the minimum it must pay out in qualifying distributions.

How Agan Trust for Selected Charities gives

  • Giving fell 23% from 2022 to 2025. Method
  • In 2025 it paid out 99% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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

5states

Share of 2025 grant dollars across all 3 itemized grants.

Cities

ConcordSt PetersburgOaklahoma CityOklahoma CityTrentonWilliston

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K3 grants2020 3 grants2021 3 grants2022 0 grants2023 3 grants2024 3 grants2025

From 2020 to 2025, annual grant giving ranged from $84K (2020) to $135K (2024). In 2025 it made 3 grants totaling $86K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

Arthritis Foundation FBO New England Chapter: $29KArthritis Foundation FBO NewEngland Chapter$29KAmerican Cancer Society National Office of Probate & Trust: $29KAmerican Cancer SocietyNational Office of Probate &…$29KAmer Heart Assn Northeast Affiliate Estate Settlement: $29KAmer Heart Assn NortheastAffiliate Estate Settlement$29K

The largest 2025 recipient was Arthritis Foundation FBO New England Chapter ($29K). Together the top 3 received $86K.

Grant Size Distribution

12 grants across all recorded years

12<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 12 grants of 12 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Arthritis Foundation FBO New England Chapter Concord, NHGeneral Use$28,778
American Cancer Society National Office of Probate & Trust Oaklahoma City, OKGeneral Use$28,778
Amer Heart Assn Northeast Affiliate Estate Settlement Trenton, NJGeneral Use$28,778

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K$200K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$1,522,747$1,531,734$1,543,974
Revenue$96,418$88,653$98,790
Expenses$104,263$153,855$15,734
Qualifying Distributions$88,841$137,744$2,313
Net Investment Income$81,222$73,204$85,120
Distributable Amount$90,008$138,844$74,739

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 18, 2022)
  2. Updated Form 990-PF for fiscal year 2022 (received by the IRS November 10, 2023)
  3. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 6, 2025)
  4. Updated Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 7, 2024)
  6. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 30, 2021)

Leadership & Key People

Officers and directors from IRS filings

Agan Trust for Selected Charities's only listed officer is M T Trust Company, Trustee on the 2025 filing (compensated).

Officers on the 2025 filing

  • M T Trust Company

    Trustee

    New on the 2025 filing

    2 hrs/week

    $16K (2025)

Former officers (2)
  • Former: M & T Bank (2022–2024) — Trustee
  • Former: Peoples United Bank N A (2020–2021) — Trustee

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

M T Trust Company — Trustee: $16KM T Trust CompanyTrustee$16K

The highest reported compensation on the 2025 filing was $16K, to M T Trust Company (Trustee).

Frequently asked questions about Agan Trust for Selected Charities

How much does Agan Trust for Selected Charities give each year?

Agan Trust for Selected Charities gave $86K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $135K across 3 grants.

What is Agan Trust for Selected Charities's typical grant size?

Agan Trust for Selected Charities's median grant in 2025 was $28,778, and its average grant was $28,778, across 3 grants on its 2025 IRS Form 990-PF.

Where does Agan Trust for Selected Charities give grants?

Agan Trust for Selected Charities's top state is New Hampshire, with 33% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Oklahoma (33%) and New Jersey (33%).

Does Agan Trust for Selected Charities give general operating support?

Yes: 100% of Agan Trust for Selected Charities's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.

How large is Agan Trust for Selected Charities?

Agan Trust for Selected Charities reported $1.5M in total assets on its 2025 IRS Form 990-PF. It paid out $89K in qualifying distributions that year, against a required minimum of $90K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What is Agan Trust for Selected Charities's EIN?

Agan Trust for Selected Charities's EIN (Employer Identification Number) is 03-6033050. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated October 2026. Sourced from IRS Form 990-PF filings.

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