Peggy N & Roger G Gerry Charitable
Peggy N & Roger G Gerry Charitable is a private foundation established in 1978 and based in Pittsburgh, Pennsylvania. The foundation operates as an independent private foundation with a focus on charitable grantmaking.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$22.3M
+8.9% YoY
Annual Giving
$1.3M
+7.8% YoY
Grant Count
14
+16.7% YoY
Avg Grant Size
$94K
-7.6% YoY
Mission & Focus Areas
The foundation's primary funding interests include:
- Historic buildings preservation
- Historic preservation
- Arts grants for nonprofits
- Education
- Philanthropy, voluntarism, and grantmaking
- Health care
Grantmaking
The foundation distributes approximately $1.3 to $1.4 million annually in charitable grants. Recent grants have supported organizations including:
How to Apply
; grants appear to be awarded through trustee discretion and pre-existing relationships.
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Geographic Focus
Where this funder awards grants
The foundation funds organizations primarily in New York, Nebraska, and Massachusetts, with a presumed geographic focus on the Pittsburgh, Pennsylvania region.
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
As of 2023:
- Total assets: $20,521,833
- Total revenues: $2,158,836
- Total expenses: $1,526,057
- Investment income and dividends: $518,745
As of 2024:
- Total assets: $22,343,565
- Total giving: $1,319,000 to $1,448,722
The foundation operates with one employee and is structured as a 501(c)(3) private foundation.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $22,343,565 | $20,521,833 | $19,894,854 |
| Revenue | $3,525,406 | $2,158,836 | $1,105,017 |
| Expenses | $1,700,108 | $1,526,057 | $1,903,968 |
| Qualifying Distributions | $1,448,722 | $1,330,380 | $1,727,594 |
| Net Investment Income | $3,328,987 | $1,994,400 | $937,985 |
| Distributable Amount | $1,316,029 | $1,185,073 | $1,276,362 |
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
79 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
The foundation is managed by co-trustees:
- Robert B. Mackay (Co-Trustee)
- Arete S. Warren (Co-Trustee)
- Thomas F. Pike (Co-Trustee)
- BNY Mellon N.A. (Institutional Co-Trustee)
- Michael Stagis (Vice President)
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| THOMAS F PIKE | CO-TRUSTEE | 1 | $30,000 |
| ARETE S WARREN | CO-TRUSTEE | 1 | $30,000 |
| ROBERT B MACKAY | CO-TRUSTEE | 1 | $30,000 |
| BNY MELLON N A | TRUSTEE | 1 | $197,970 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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