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
Under IRS private-foundation payout rules, Peggy N & Roger G Gerry Charitable reported a distributable amount of $1.3M for 2024 — the minimum it must pay out in qualifying distributions.
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
Among its reported 2024 grants, the largest include Roslyn Landmark Society ($285,000), St Bartholomews Conservancy ($125,000), The Green-wood Historic Fund ($100,000).
| Recipient | Purpose | Amount |
|---|---|---|
| LIBRARY OF AMERICAN LANDSCAPE AMHERST, MA | GENERAL OPERATING | $75,000 |
| SOCIETY FOR THE PRESERV OF LI ANTIQUITIE COLD SPG HBR, NY | GENERAL OPERATING | $60,000 |
| PLANTING FIELDS FOUNDATION OYSTER BAY, NY | GENERAL OPERATING | $75,000 |
| THE GREEN-WOOD HISTORIC FUND BROOKLYN, NY | GENERAL OPERATING | $100,000 |
| THE METROPOLITAN MUSEUM OF ART NEW YORK, NY | GENERAL OPERATING | $89,000 |
| HISTORIC HUDSON VALLEY TARRYTOWN, NY | GENERAL OPERATING | $60,000 |
| ST BARTHOLOMEWS CONSERVANCY NEW YORK, NY | GENERAL OPERATING | $125,000 |
| MOHONK PRESERVE MOHONK PRESERVE GARDINER, NY | GENERAL OPERATING | $75,000 |
| ADIRONDACK ARCHITECTURAL HERITAGE KEESEVILLE, NY | GENERAL OPERATING | $100,000 |
| PLAYERS FOUNDATION FOR THEATRE EDUCATION NEW YORK, NY | GENERAL OPERATING | $50,000 |
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 |
Frequently Asked Questions
What does Peggy N & Roger G Gerry Charitable fund?
The foundation's primary funding interests include: • Historic buildings preservation • Historic preservation • Arts grants for nonprofits • Education • Philanthropy, voluntarism, and grantmaking • Health care
How do I apply for a grant from Peggy N & Roger G Gerry Charitable?
The foundation distributes approximately $1.3 to $1.4 million annually in charitable grants. Recent grants have supported organizations including: • The Roslyn Landmark Society ($330,000 in 2023) • Sylvester Manor Educational Farm ($175,000 in 2023) • Planting Fields Foundation ($107,000 in 2023) • Decorative Arts Trust Typical grant awards range from $20,000 to $600,000. The foundation does not maintain a public application process; grants appear to be awarded through trustee discretion and pr…
Where does Peggy N & Roger G Gerry Charitable make grants?
The foundation funds organizations primarily in New York, Nebraska, and Massachusetts, with a presumed geographic focus on the Pittsburgh, Pennsylvania region.
What size grants does Peggy N & Roger G Gerry Charitable award?
In 2024, Peggy N & Roger G Gerry Charitable awarded 14 grants totaling $1.3M — an average of about $94K per grant, based on its IRS Form 990 filings.
How much is Peggy N & Roger G Gerry Charitable required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Peggy N & Roger G Gerry Charitable reported a distributable amount of $1.3M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.