Peter Nager Charitable Trust

KATONAH, NY EIN: 13-7196662

Peter Nager Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in KATONAH, NY. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $654K in total assets. In 2025, it awarded 2 grants totaling $11K. Net investment income was $31K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$654K

+3.1% YoY

Annual Giving

$11K

-7.9% YoY

Grant Count

2

-50.0% YoY

Avg Grant Size

$6K

+84.1% YoY

Under IRS private-foundation payout rules, Peter Nager Charitable Trust reported a distributable amount of $43K for 2025 — the minimum it must pay out in qualifying distributions.

About Peter Nager Charitable Trust

Based on IRS filings

Peter Nager Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in KATONAH, NY. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $654K in total assets. In 2025, it awarded 2 grants totaling $11K. Net investment income was $31K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Cities

ArdmoreBrooklynDedhamDurhamKatonahNew YorkPhiladelphiaProvidenceRyeTarrytown

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$26K$52K$77K$103K20212022202320242025
Metric202520242023
Total Assets$654,233$634,685$610,052
Revenue$32,731$31,042$28,823
Expenses$14,257$15,160$23,621
Qualifying Distributions$11,697$12,746$21,322
Net Investment Income$30,571$28,800$26,743
Distributable Amount$42,891$39,312$41,673

Giving Over Time

Total grant dollars and number of grants per year

$0$23K$45K$68K$91K3 grants20214 grants20222 grants20234 grants20242 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

BREASTCANCERORG$10KDUKE UNIVERSITY FENCING …$1K

Grant Size Distribution

15 grants across all recorded years

15<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Breastcancerorg ($10,057), Duke University Fencing Team ($1,000).

RecipientPurposeAmount
BREASTCANCERORG ARDMORE, PAORGANIZATION'S CHARITABLE PURPOSE$10,057
DUKE UNIVERSITY FENCING TEAM DURHAM, NCORGANIZATION'S CHARITABLE PURPOSE$1,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

NameTitleHoursCompensation
PETER NAGERPRESIDENT10
ALICE T LIMKAKENGTREASURER1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Peter Nager Charitable Trust?

Peter Nager Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in KATONAH, NY. It holds $654K in total assets as of 2025.

How large is Peter Nager Charitable Trust?

As of 2025, Peter Nager Charitable Trust holds $654K in total assets with $33K in annual revenue. It awarded 2 grants totaling $11K in 2025.

Where does Peter Nager Charitable Trust operate?

Peter Nager Charitable Trust has awarded grants in Massachusetts, North Carolina, New York, Pennsylvania, Rhode Island.

What size grants does Peter Nager Charitable Trust award?

In 2025, Peter Nager Charitable Trust awarded 2 grants totaling $11K — an average of about $6K per grant, based on its IRS Form 990 filings.

How much is Peter Nager Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Peter Nager Charitable Trust reported a distributable amount of $43K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Peter Nager Charitable Trust's EIN?

Peter Nager Charitable Trust's EIN (Employer Identification Number) is 13-7196662. IRS Form 990 filing data is available on this page for 2021–2025.

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Related Funders

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

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