Anna E Gallagher Charitable Trust

Private foundation · Grantmaker Floral Park, NY EIN: 11-2818822

Anna E Gallagher Charitable Trust is a private foundation, based in Floral Park, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $463K in total assets. In 2024, it awarded 4 grants totaling $18K. Net investment income was $20K.

Key facts about Anna E Gallagher Charitable Trust

In short: Anna E Gallagher Charitable Trust gave $18K across 4 grants in 2024 (avg $5K), mostly in New York. Source: 2024 IRS Form 990-PF.

EIN
11-2818822
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$18,100
Grants made (2024)
4
Average grant
$4,525
Median grant
$1,500
Total assets
$462,969
Primary geography
New York (99% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$463K

-0.9% YoY

Annual Giving

$18K

-33.6% YoY

Grant Count

4

-50.0% YoY

Avg Grant Size

$5K

+32.8% YoY

Under IRS private-foundation payout rules, Anna E Gallagher Charitable Trust reported a distributable amount of $25K for 2024 — the minimum it must pay out in qualifying distributions.

How Anna E Gallagher Charitable Trust gives

  • Giving fell 21% from 2021 to 2024. Method
  • In 2024 it paid out 95% 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

2states

Share of 2024 grant dollars across all 4 itemized grants.

Cities

BrooklynChestnut HillFresh MeadowsNew YorkLong Island CityRichmond HillWyandanchForest HillsElmhurst

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K$40K10 grants2020 8 grants2021 7 grants2022 8 grants2023 4 grants2024

From 2020 to 2024, annual grant giving ranged from $18K (2024) to $33K (2020). In 2024 it made 4 grants totaling $18K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

Notre Dame School: $15KNotre Dame School$15KSt Francis Preparatory School: $2KSt Francis Preparatory School$2KSt John's Bread and Life: $1KSt John's Bread and Life$1KBoston College: $100Boston College$100

The largest 2024 recipient was Notre Dame School ($15K). Together the top 4 received $18K.

Grant Size Distribution

37 grants across all recorded years

37<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 37 grants of 37 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Notre Dame School New York, NYGeneral$15,000
St Francis Preparatory School Fresh Meadows, NYGeneral$2,000
St John's Bread and Life Brooklyn, NYGeneral$1,000
Boston College Chestnut Hill, MAGeneral$100

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K2020 2021 2022 2023 2024
Metric202420232022
Total Assets$462,969$467,321$491,246
Revenue$24,339$12,721$18,224
Expenses$28,691$36,646$35,061
Qualifying Distributions$24,134$32,243$30,524
Net Investment Income$20,052$19,455$16,084
Distributable Amount$25,424$24,626$24,112

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Anna E Gallagher Charitable Trust's 2024 filing lists 2 officers; all 2 officers listed in 2024 are compensated.

Officers on the 2024 filing

  • Carolyn I. Szostek

    Trustee

    On filings since 2020

    1 hr/week

    $900 (2020) → $2K (2024)

  • Kristin Szostek Chertoff

    Trustee

    On filings since 2020

    1 hr/week

    $900 (2020) → $2K (2024)

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2024 IRS filing

Kristin Szostek Chertoff — Trustee: $2KKristin Szostek ChertoffTrustee$2KCarolyn I Szostek — Trustee: $2KCarolyn I SzostekTrustee$2K

The highest reported compensation on the 2024 filing was $2K, to Kristin Szostek Chertoff (Trustee). 2 officers or directors reported compensation on that filing.

Frequently asked questions about Anna E Gallagher Charitable Trust

How much does Anna E Gallagher Charitable Trust give each year?

Anna E Gallagher Charitable Trust gave $18K across 4 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $27K across 8 grants.

What is Anna E Gallagher Charitable Trust's typical grant size?

Anna E Gallagher Charitable Trust's median grant in 2024 was $1,500, and its average grant was $4,525, across 4 grants on its 2024 IRS Form 990-PF.

Where does Anna E Gallagher Charitable Trust give grants?

Anna E Gallagher Charitable Trust gives mostly in New York: 99% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there.

Does Anna E Gallagher Charitable Trust give general operating support?

Yes: 100% of Anna E Gallagher Charitable Trust's 2024 grants with a stated purpose (4 of 4) were for general or operating support, per its 2024 IRS Form 990-PF.

How large is Anna E Gallagher Charitable Trust?

Anna E Gallagher Charitable Trust reported $463K in total assets on its 2024 IRS Form 990-PF. It paid out $24K in qualifying distributions that year, against a required minimum of $25K (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 Anna E Gallagher Charitable Trust's EIN?

Anna E Gallagher Charitable Trust's EIN (Employer Identification Number) is 11-2818822. IRS Form 990 filing data is available on this page for 2020–2024.

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

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