Donald a Pels Charitable Trust Utd
The Donald A Pels Charitable Trust is a private foundation established in 1992 and based in Harrison, New York. The trust operates as a 501(c)(3) organization and has been tax-exempt since December 1993.
Key facts about Donald a Pels Charitable Trust Utd
- EIN
- 13-6998091
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $36,347,878
- Grants made (2024)
- 186
- Average grant
- $195,419
- Median grant
- $50,000
- Total assets
- $258,241,285
- Primary geography
- New York (70% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated June 2026.
Who Donald a Pels Charitable Trust Utd funds
By grant dollars, the top recipient states for Donald a Pels Charitable Trust Utd's 186 itemized 2024 grants were New York (70%), District of Columbia (14%) and North Carolina (6%). The most frequent recipient cities were New York, NY (100 grants), Brooklyn, NY (21 grants), Washington, DC (14 grants) and Bronx, NY (6 grants). 99% of grants with a stated purpose were for general or operating support.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$258.2M
-4.6% YoY
Annual Giving
$36.3M
+4.6% YoY
Grant Count
186
+1.6% YoY
Avg Grant Size
$195K
+2.9% YoY
Under IRS private-foundation payout rules, Donald a Pels Charitable Trust Utd reported a distributable amount of $18.5M for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The trust provides grants across multiple sectors, with primary funding interests in:
- Education
- Philanthropy, Voluntarism & Grantmaking
- Human Services
Grantmaking
Grant Range
$186,700
Average Grant
$186,700
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Geographic Focus
Where this funder awards grants
The trust primarily funds organizations in:
- New York
- District of Columbia
- California
Grant Distribution by State
Share of all 186 itemized 2024 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
As of December 31, 2023:
- Total assets: $270.8 million
- Total revenues: $17.5 million
- Total expenses: $37.0 million
- Investment income and dividends: $6.4 million
- Total liabilities: $0
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $258,241,285 | $270,769,856 | $290,292,953 |
| Revenue | $26,249,274 | $17,510,786 | $8,907,223 |
| Expenses | $38,777,845 | $37,033,883 | $36,994,855 |
| Qualifying Distributions | $36,841,838 | $35,260,880 | $34,831,751 |
| Net Investment Income | $26,311,689 | $15,140,091 | $6,644,589 |
| Distributable Amount | $18,548,899 | $17,389,882 | $18,647,087 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
908 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Rockefeller University ($2,500,000), Planned Parenthood Federation of America ($2,250,000), Duke University ($2,100,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ROCKEFELLER UNIVERSITY NEW YORK, NY | GENERAL OPERATING SUPPORT | $2,500,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA NEW YORK, NY | GENERAL OPERATING SUPPORT | $2,250,000 |
| DUKE UNIVERSITY DURHAM, NC | GENERAL OPERATING SUPPORT | $2,100,000 |
| FRIENDS OF HIGHLINE NEW YORK, NY | GENERAL OPERATING SUPPORT | $2,100,000 |
| NEO PHILANTHROPY - STATE INFRASTRUCTURE FUND NEW YORK, NY | GENERAL OPERATING SUPPORT | $2,000,000 |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC NEW YORK, NY | GENERAL OPERATING SUPPORT | $1,000,000 |
| COMPASSION AND CHOICES WASHINGTON, DC | GENERAL OPERATING SUPPORT | $1,000,000 |
| EARTHJUSTICE SAN FRANSISCO, CA | GENERAL OPERATING SUPPORT | $1,000,000 |
| ENVIRONMENTAL DEFENSE FUND NEW YORK, NY | GENERAL OPERATING SUPPORT | $1,000,000 |
| EVERYTOWN FOR GUN SAFETY NEW YORK, NY | GENERAL OPERATING SUPPORT | $1,000,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
- Wendy Keys – Trustee (c/o PKF O'Connor Davies)
- Valerie Anne Pels – Trustee (c/o PKF O'Connor Davies)
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| WENDY KEYS CO PKF O'CONNOR DAVIES | TRUSTEE | 3 | — |
| VALERIE PELS CO PKF O'CONNOR DAVIES | TRUSTEE | 4 | — |
Contact Information
Address: 500 Mamaroneck Avenue, Suite 301, Harrison, NY 10528-1648
Phone: 914-381-8900
EIN: 13-6998091
Frequently Asked Questions
What does Donald a Pels Charitable Trust Utd fund?
The trust provides grants across multiple sectors, with primary funding interests in: • Education • Philanthropy, Voluntarism & Grantmaking • Human Services
How do I apply for a grant from Donald a Pels Charitable Trust Utd?
**Grant Activity:** • Total giving in 2023: $36.3 million • Number of grants made: 184 grants (as of most recent data) • Typical award range: $500 to $2,500,000 • Average grant size: $186,700 • Median grant size: $55,000 **Recent Grantees (2023):** • The Rockefeller University: $2,500,000 (General Operating Support) • Planned Parenthood Federation of America: $2,250,000 (General Operating Support) • Friends of the High Line: $2,107,500 (General Operating Support)
Where does Donald a Pels Charitable Trust Utd make grants?
The trust primarily funds organizations in: • New York • District of Columbia • California
What size grants does Donald a Pels Charitable Trust Utd award?
In 2024, Donald a Pels Charitable Trust Utd awarded 186 grants totaling $36.3M — an average of about $195K per grant, based on its IRS Form 990 filings.
How much is Donald a Pels Charitable Trust Utd required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Donald a Pels Charitable Trust Utd reported a distributable amount of $18.5M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Donald a Pels Charitable Trust Utd's EIN?
Donald a Pels Charitable Trust Utd's EIN (Employer Identification Number) is 13-6998091. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.