Agt Penson Foundation Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEW YORK, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $174K in total assets. In 2024, it awarded 1 grants totaling $721K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$174K
+72.2% YoY
Annual Giving
$721K
+3.1% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$721K
+3.1% YoY
Under IRS private-foundation payout rules, Agt Penson Foundation Trust reported a distributable amount of $17K for 2024 — the minimum it must pay out in qualifying distributions.
About Agt Penson Foundation Trust
Based on IRS filings
Agt Penson Foundation Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEW YORK, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $174K in total assets. In 2024, it awarded 1 grants totaling $721K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $174,323 | $101,247 | $775,614 |
| Revenue | $803,487 | $16,870 | $1,827,565 |
| Expenses | $737,911 | $716,008 | $3,652,972 |
| Qualifying Distributions | $727,749 | $705,803 | $3,641,310 |
| Net Investment Income | — | $6,823 | $5,622 |
| Distributable Amount | $17,248 | $40,124 | $72,887 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include See Attached List ($720,746).
| Recipient | Purpose | Amount |
|---|---|---|
| SEE ATTACHED LIST NEW YORK, NY | GENERAL OPERATING | $720,746 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ANDREW S PENSON | CO-TRUSTEE, AS REQ'D | — | — |
| SHANNON S PENSON | CO-TRUSTEE, AS REQ'D | — | — |
| CITIBANK N A | AGENT | — | $11,906 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Agt Penson Foundation Trust?
Agt Penson Foundation Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEW YORK, NY. It holds $174K in total assets as of 2024.
How large is Agt Penson Foundation Trust?
As of 2024, Agt Penson Foundation Trust holds $174K in total assets with $803K in annual revenue. It awarded 1 grants totaling $721K in 2024.
Where does Agt Penson Foundation Trust operate?
Agt Penson Foundation Trust has awarded grants in New York.
What size grants does Agt Penson Foundation Trust award?
In 2024, Agt Penson Foundation Trust awarded 1 grants totaling $721K — an average of about $721K per grant, based on its IRS Form 990 filings.
How much is Agt Penson Foundation Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Agt Penson Foundation Trust reported a distributable amount of $17K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Agt Penson Foundation Trust's EIN?
Agt Penson Foundation Trust's EIN (Employer Identification Number) is 13-4226290. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Agt Penson Foundation Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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