Peter Nager Charitable Trust
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.
Key facts about Peter Nager Charitable Trust
In short: Peter Nager Charitable Trust gave $11K across 2 grants in 2025 (avg $6K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.
- EIN
- 13-7196662
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $11,057
- Grants made (2025)
- 2
- Average grant
- $5,529
- Median grant
- $5,529
- Total assets
- $654,233
- Primary geography
- Pennsylvania (91% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Quick answers 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).
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.
Next steps with Peter Nager Charitable Trust
- How to evaluate Peter Nager Charitable Trust as a funder
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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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 2 itemized 2025 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| 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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
Grant Size Distribution
15 grants across all recorded years
Giving History
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 |
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.
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.
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.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.