Peter Nager Charitable Trust
Peter Nager Charitable Trust is a private foundation, 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.
Peter Nager Charitable Trust at a glance
In short: Peter Nager Charitable Trust gave $11K across 2 grants in 2025 (avg $6K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $11,057
- -7.9% vs 2024
- Grants made (2025)
- 2
- -50.0% vs 2024
- Average grant
- $5,529
- +84.1% vs 2024
- Median grant
- $5,529
- Total assets
- $654,233
- +3.1% vs 2024
- Primary geography
- Pennsylvania (91% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Peter Nager Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Breastcancerorg ($10K). Together the top 2 received $11K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 15 grants of 15 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
Cities
How Peter Nager Charitable Trust gives
- Giving fell 88% from 2022 to 2025. Method
- In 2025 it paid out 27% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $11K (2025) to $91K (2022). In 2025 it made 2 grants totaling $11K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Breastcancerorg Ardmore, PA | Organization's Charitable Purpose | $10,057 |
| Duke University Fencing Team Durham, NC | Organization's Charitable Purpose | $1,000 |
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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 | $654,233 | $32,731 | $14,257 | $11,057 | 2 | $11,697 | $30,571 | $42,891 |
| 2024 | $634,685 | $31,042 | $15,160 | $12,011 | 4 | $12,746 | $28,800 | $39,312 |
| 2023 | $610,052 | $28,823 | $23,621 | $20,702 | 2 | $21,322 | $26,743 | $41,673 |
| 2022 | $588,369 | $32,086 | $93,803 | $90,875 | 4 | $91,455 | $30,166 | $47,538 |
| 2021 | $569,514 | $32,579 | $74,779 | $71,808 | 3 | — | $30,819 | $44,585 |
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.
Leadership & Key People
Officers and directors from IRS filings
Peter Nager Charitable Trust is led by Peter Nager, President on every filing since 2021; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Peter Nager
President
On filings since 2021
10 hrs/week
No compensation reported
Alice T. Limkakeng
Treasurer
On filings since 2021
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Peter Nager Charitable Trust
How much does Peter Nager Charitable Trust give each year?
Peter Nager Charitable Trust gave $11K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $12K across 4 grants.
How large is Peter Nager Charitable Trust?
Peter Nager Charitable Trust reported $654K in total assets on its 2025 IRS Form 990-PF. It paid out $12K in qualifying distributions that year, against a required minimum of $43K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Peter Nager Charitable Trust operate?
Peter Nager Charitable Trust has awarded grants in Massachusetts, North Carolina, New York, Pennsylvania, Rhode Island.
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
Live grants for the work Peter Nager Charitable Trust funds
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