Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 13-6753033

PEGGY N & ROGER G GERRY CHARITABLE TRUST

Tax-exempt · PITTSBURGH, PA 15230

Financials

$2.2M$1.5M2023$3.5M$1.7M2024$1.6M$2.5M2025
Revenue Expenses · by fiscal year end
Financials of PEGGY N & ROGER G GERRY CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$1,571,094$2,549,723-$978,629$22,265,957$0$22,265,957
December 31, 2024990-PF$3,525,406$1,700,108$1,825,298$22,343,565$0$22,343,565
December 31, 2023990-PF$2,158,836$1,526,057$632,779$20,521,833$0$20,521,833
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$617,795
Net gain from sales of assets
$953,299

Expenses

Grants and similar amounts paid
$2,201,186
Compensation of officers, directors and key employees
$302,890
Disbursements for charitable purposes
$2,323,664
Excise tax on investment income
$18,758

Balance sheet and other

Total assets, start of year
$22,343,565
Total assets, end of year
$22,265,957
Total liabilities, end of year
$0
Net assets, end of year
$22,265,957
Fair market value of assets
$29,900,159
Qualifying distributions
$2,323,664
Net investment income
$1,570,890

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
BNY MELLON N A
PO BOX 185, PITTSBURGH, PA 152300185
TRUSTEE1$212,890
THOMAS F PIKE
26 GRAMERCY PAEK, NEW YORK, NY 10003
CO-TRUSTEE1$30,000
ARETE S WARREN
520 EAST 86TH STREET, NEW YORK, NY 10028
CO-TRUSTEE1$30,000
ROBERT B MACKAY
59 MIDLAND STTREET, COLD SPRING HARBOR, NY 11724
CO-TRUSTEE1$30,000
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
BNY MELLON N A
PO BOX 185, PITTSBURGH, PA 152300185
TRUSTEE1$197,970
THOMAS F PIKE
26 GRAMERCY PAEK, NEW YORK, NY 10003
CO-TRUSTEE1$30,000
ARETE S WARREN
520 EAST 86TH STREET, NEW YORK, NY 10028
CO-TRUSTEE1$30,000
ROBERT B MACKAY
59 MIDLAND STTREET, COLD SPRING HARBOR, NY 11724
CO-TRUSTEE1$30,000
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
BNY MELLON N A
PO BOX 185, PITTSBURGH, PA 152300185
CO-TRUSTEE1$173,696
THOMAS F PIKE
26 GRAMERCY PAEK, NEW YORK, NY 10003
CO-TRUSTEE1$20,000
ARETE S WARREN
520 EAST 86TH STREET, NEW YORK, NY 10028
CO-TRUSTEE1$20,000
ROBERT B MACKAY
59 MIDLAND STTREET, COLD SPRING HARBOR, NY 11724
CO-TRUSTEE1$20,000

Address and contacts

Address (IRS master file)
PO BOX 185, PITTSBURGH, PA 15230-0185
In care of
% BNY MELLON NA
Signed the 990-PF
MICHAEL STAGIS, VICE PRESIDENT
Phone
(212) 922-4585
Return prepared by
PWC US TAX LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
13-6753033
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1978
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$22,265,957
Income (IRS master file)
$13,644,173

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$1,571,094$2,549,723$22,265,957IRS
990-PFDecember 2024$3,525,406$1,700,108$22,343,565IRS
990-PFDecember 2023$2,158,836$1,526,057$20,521,833XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-6753033).

Questions about PEGGY N & ROGER G GERRY CHARITABLE TRUST

What is the EIN of PEGGY N & ROGER G GERRY CHARITABLE TRUST?
The employer identification number (EIN) of PEGGY N & ROGER G GERRY CHARITABLE TRUST is 13-6753033.
Is PEGGY N & ROGER G GERRY CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1978.
Are donations to PEGGY N & ROGER G GERRY CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does PEGGY N & ROGER G GERRY CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of PEGGY N & ROGER G GERRY CHARITABLE TRUST due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did PEGGY N & ROGER G GERRY CHARITABLE TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of PEGGY N & ROGER G GERRY CHARITABLE TRUST?
The 990-PF for the year ended December 31, 2025 lists 4 people; 4 received compensation from the organization, the highest $212,890 (BNY MELLON N A, TRUSTEE).
How much revenue does PEGGY N & ROGER G GERRY CHARITABLE TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,571,094, expenses of $2,549,723 and total assets of $22,265,957 at year end.

Other nonprofits in PITTSBURGH

All nonprofits in PITTSBURGH · Pennsylvania