Peggy N & Roger G Gerry Charitable
Peggy N & Roger G Gerry Charitable is a private foundation based in Pittsburgh, Pennsylvania. Its 2025 grants supported charitable organizations, primarily in New York, including organizations focused on historic places, gardens, museums, and the arts.
Peggy N & Roger G Gerry Charitable at a glance
In short: Peggy N & Roger G Gerry Charitable gave $2.2M across 13 grants in 2025 (avg $169K), mostly in New York. 46% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $2,201,186
- +66.9% vs 2024
- Grants made (2025)
- 13
- -7.1% vs 2024
- Average grant
- $169,322
- +79.7% vs 2024
- Median grant
- $60,000
- Total assets
- $22,265,957
- -0.3% vs 2024
- New grantees (estimate)
- 46% first-time grantees (6 of 13, 2025; small sample)
- Primary geography
- New York (93% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Peggy N & Roger G Gerry Charitable
- Accepts unsolicited proposals
- No
- Contact
Mailing address: PO Box 185, Pittsburgh, PA 15230-0185
Phone: (212) 922-4585
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Peggy N & Roger G Gerry Charitable funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Roslyn Landmark Society Inc ($1.4M). Together the top 10 received $2.1M.
Grant Size Distribution
75 grants across all recorded years
The most common grant size was in the $50–100K range: 37 grants of 75 (49%).
Geographic Focus
Where this funder awards grants
In 2025, 93% of grant dollars went to recipients in New York. Pennsylvania, Rhode Island, and Connecticut each received 2%. Grants that year included support for organizations in New York, Pennsylvania, Rhode Island, and Connecticut.
Grant Distribution by State
Share of 2025 grant dollars across all 13 itemized grants.
Cities
Is Peggy N & Roger G Gerry Charitable open to new grantees?
46%
first-time grantees, 2025
In 2025, 6 of 13 grantees (46%) were first-time recipients. With only 13 grantees, that is a small sample: one grantee more or less moves the share by about 8 points. First grants averaged $83K; repeat grants $243K. How we count
Medians: $75K first-time, $60K repeat.
- 23% of 2025 grantees were also funded in 2024. Method
- Giving grew 35% from 2022 to 2025. Method
- In 2025 it paid out 163% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $1.2M (2023) to $2.2M (2025). In 2025 it made 13 grants totaling $2.2M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Roslyn Landmark Society Inc Roslyn, NY | General Operating | $1,362,500 |
| Trumansburg Conservatory of Fine Trumansburg, NY | General Operating | $143,000 |
| North Country Garden Club of Long Island Locust Valley, NY | General Operating | $131,000 |
| Innisfree Garden Millbrook, NY | General Operating | $100,000 |
| The Metropolitan Museum of Art New York, NY | General Operating | $90,000 |
| Sylvester Manor Shelter Island, NY | General Operating | $75,000 |
| Old Westbury Gardens Old Westbury, NY | General Operating | $60,000 |
| The Fort Ticonderoga Ticonderoga, NY | General Operating | $50,000 |
| Partners for Sacred Places Philadelphia, PA | General Operating | $50,000 |
| Herreshoff Marine Museum Bristol, RI | General Operating | $50,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $22,265,957 | $1,571,094 | $2,549,723 | $2,201,186 | 13 | $2,323,664 | $1,349,500 | $1,426,084 |
| 2024 | $22,343,565 | $3,525,406 | $1,700,108 | $1,319,000 | 14 | $1,448,722 | $3,328,987 | $1,316,029 |
| 2023 | $20,521,833 | $2,158,836 | $1,526,057 | $1,223,500 | 12 | $1,330,380 | $1,994,400 | $1,185,073 |
| 2022 | $19,894,854 | $1,105,017 | $1,903,968 | $1,629,000 | 19 | $1,727,594 | $937,985 | $1,276,362 |
| 2021 | $20,697,754 | $3,191,833 | $1,740,377 | $1,425,000 | 17 | $1,526,991 | $3,017,349 | $1,439,994 |
| 2020 | $19,244,588 | $1,088,885 | $1,551,890 | $1,305,000 | 17 | — | $946,339 | $1,232,086 |
Under IRS private-foundation payout rules, Peggy N & Roger G Gerry Charitable reported a distributable amount of $1.4M for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants included support for organizations whose own missions include preserving historic sites and estates, interpreting maritime history, and sharing cultural heritage. For example, Sylvester Manor describes its mission as preserving, cultivating, and sharing historic Sylvester Manor; Old Westbury Gardens aims to inspire appreciation and knowledge of the early 20th-century American country estate; and Mystic Seaport Museum seeks to inspire an enduring connection to the American maritime experience.
Grantmaking
The foundation awarded 13 grants totaling $2,201,186 in 2025. Grants ranged from $15,000 to $1,362,500, with a median grant of $60,000. The largest listed award was $1,362,500 to Roslyn Landmark Society for general operating support. Other notable 2025 grants included $143,000 to Trumansburg Conservatory of Fine, $131,000 to North Country Garden Club of Long Island, $100,000 to Innisfree Garden, and $90,000 to The Metropolitan Museum of Art, all for general operating support. Sylvester Manor received $75,000, Old Westbury Gardens received $60,000, and Herreshoff Marine Museum received $50,000.
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Thomas F Pike, Arete S Warren, and Robert B Mackay as co-trustees, and BNY Mellon N A as trustee.
Peggy N & Roger G Gerry Charitable's 2025 filing lists 4 officers; all 4 officers listed in 2025 are compensated.
Officers on the 2025 filing
BNY Mellon N A
Trustee
Trustee → Co-Trustee, 2021
Co-Trustee → Trustee, 2024
On filings since 2020
1 hr/week
$165K (2020) → $213K (2025)
Arete S. Warren
Co-Trustee
On filings since 2021
1 hr/week
$20K (2021) → $30K (2025)
Robert B. Mackay
Co-Trustee
On filings since 2021
1 hr/week
$20K (2021) → $30K (2025)
Thomas F. Pike
Co-Trustee
On filings since 2021
1 hr/week
$20K (2021) → $30K (2025)
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
The highest reported compensation on the 2025 filing was $213K, to BNY Mellon N a (Trustee). 4 officers or directors reported compensation on that filing.
Frequently asked questions about Peggy N & Roger G Gerry Charitable
How much does Peggy N & Roger G Gerry Charitable give each year?
Peggy N & Roger G Gerry Charitable gave $2.2M across 13 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $1.3M across 14 grants.
What is Peggy N & Roger G Gerry Charitable's typical grant size?
Peggy N & Roger G Gerry Charitable's median grant in 2025 was $60,000, and its average grant was $169,322, across 13 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Peggy N & Roger G Gerry Charitable that year got $83K on average.
Where does Peggy N & Roger G Gerry Charitable give grants?
Peggy N & Roger G Gerry Charitable gives mostly in New York: 93% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.
Does Peggy N & Roger G Gerry Charitable give general operating support?
Yes: 100% of Peggy N & Roger G Gerry Charitable's 2025 grants with a stated purpose (13 of 13) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Peggy N & Roger G Gerry Charitable's largest grantees?
Peggy N & Roger G Gerry Charitable's largest 2025 grantees include Roslyn Landmark Society Inc ($1,362,500), Trumansburg Conservatory of Fine ($143,000) and North Country Garden Club of Long Island ($131,000), according to its 2025 IRS Form 990-PF. Together they received 74% of its itemized 2025 grant dollars.
How large is Peggy N & Roger G Gerry Charitable?
Peggy N & Roger G Gerry Charitable reported $22.3M in total assets on its 2025 IRS Form 990-PF. It paid out $2.3M in qualifying distributions that year, against a required minimum of $1.4M (roughly 5% of its investment assets).
What does Peggy N & Roger G Gerry Charitable fund?
No mission statement for the foundation is provided. Its 2025 grants included support for organizations whose own missions include preserving historic sites and estates, interpreting maritime history, and sharing cultural heritage. See mission & focus areas ↑
How do I apply for a grant from Peggy N & Roger G Gerry Charitable?
Peggy N & Roger G Gerry Charitable does not accept unsolicited proposals, according to Grantable's research on its published guidelines.
What is Peggy N & Roger G Gerry Charitable's EIN?
Peggy N & Roger G Gerry Charitable's EIN (Employer Identification Number) is 13-6753033. IRS Form 990 filing data is available on this page for 2020–2025.
Does Peggy N & Roger G Gerry Charitable accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 10, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 6, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 8, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 3, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 7, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 8, 2026)
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Cite this profile
Grantable. (2026). Peggy N & Roger G Gerry Charitable funder profile. GrantGraph. Retrieved October 18, 2026, from https://grantable.co/funders/peggy-n-and-roger-g-gerry-charitable-morg_558fd1bb0411442281b019e0e2bc3604
BibTeX
@misc{grantable_136753033_2026,
author = {{Grantable}},
title = {{Peggy N \& Roger G Gerry Charitable funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/peggy-n-and-roger-g-gerry-charitable-morg_558fd1bb0411442281b019e0e2bc3604},
note = {Accessed 2026-10-18. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Peggy N & Roger G Gerry Charitable's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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