Peggy N & Roger G Gerry Charitable Trust

Pittsburgh, PA
Tax-exempt since June 1978
EIN: 13-6753033

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$3.53M (2024)

Expenses

$1.7M (2024)

Total Assets

$22.3M (2024)

Total Liabilities

$0 (2024)

Years with missing data

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$3,525,406

Expenses

$1,700,108

Net Income

$1,825,298

Net Assets

$22,343,565

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$571,571	16.2%
Sales of Assets	$2,953,835	83.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,448,722	85.2%
Compensation of Officers*	$287,970	16.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$22,343,565
Total Liabilities	$0
Net Assets	$22,343,565

Compensation

Key Employees and Officers	Compensation	Other
Bny Mellon N A (Trustee)	$197,970	$0
Thomas F Pike (Co Trustee)	$30,000	$0
Arete S Warren (Co Trustee)	$30,000	$0
Robert B Mackay (Co Trustee)	$30,000	$0

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990-PF

Filed on May 7, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$2,158,836

Expenses

$1,526,057

Net Income

$632,779

Net Assets

$20,521,833

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$518,745	24.0%
Sales of Assets	$1,640,091	76.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,330,380	87.2%
Compensation of Officers*	$233,696	15.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$20,521,833
Total Liabilities	$0
Net Assets	$20,521,833

Compensation

Key Employees and Officers	Compensation	Other
Bny Mellon N A (Co Trustee)	$173,696	$0
Thomas F Pike (Co Trustee)	$20,000	$0
Arete S Warren (Co Trustee)	$20,000	$0
Robert B Mackay (Co Trustee)	$20,000	$0

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990-PF

Filed on May 3, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$1,105,017

Expenses

$1,903,968

Net Income

-$798,951

Net Assets

$19,894,854

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$533,831	48.3%
Sales of Assets	$571,186	51.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,727,594	90.7%
Compensation of Officers*	$237,584	12.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$19,894,854
Total Liabilities	$0
Net Assets	$19,894,854

Compensation

Key Employees and Officers	Compensation	Other
Bny Mellon N A (Co Trustee)	$177,584	$0
Thomas F Pike (Co Trustee)	$20,000	$0
Arete S Warren (Co Trustee)	$20,000	$0
Robert B Mackay (Co Trustee)	$20,000	$0

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990-PF

Filed on May 8, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$3,191,833

Expenses

$1,740,377

Net Income

$1,451,456

Net Assets

$20,697,754

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$626,587	19.6%
Sales of Assets	$2,565,246	80.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,526,991	87.7%
Compensation of Officers*	$247,489	14.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$20,697,754
Total Liabilities	$0
Net Assets	$20,697,754

Compensation

Key Employees and Officers	Compensation	Other
Bny Mellon N A (Co Trustee)	$187,489	$0
Thomas F Pike (Co Trustee)	$20,000	$0
Arete S Warren (Co Trustee)	$20,000	$0
Robert B Mackay (Co Trustee)	$20,000	$0

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990-PF

Filed on May 7, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$1,088,885

Expenses

$1,551,890

Net Income

-$463,005

Net Assets

$19,244,587

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$518,364	47.6%
Sales of Assets	$568,769	52.2%
Other Income	$1,752	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,412,372	91.0%
Compensation of Officers*	$164,509	10.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$19,244,588
Total Liabilities	$1
Net Assets	$19,244,587

Compensation

Key Employees and Officers	Compensation	Other
Bny Mellon N A (Trustee)	$164,509	$0

990-PF

Filed on May 10, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$1,362,205

Expenses

$1,383,418

Net Income

-$21,213

Net Assets

$19,711,159

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$535,469	39.3%
Sales of Assets	$826,721	60.7%
Other Income	$15	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,224,538	88.5%
Compensation of Officers*	$153,876	11.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$19,711,159
Total Liabilities	$0
Net Assets	$19,711,159

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2018

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2017

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Revenue

$1,293,953

Expenses

$1,210,631

Net Income

$83,322

Net Assets

$18,883,544

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$400,345	30.9%
Sales of Assets	$888,205	68.6%
Other Income	$5,403	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,057,560	87.4%
Compensation of Officers*	$126,350	10.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$18,883,544
Total Liabilities	$0
Net Assets	$18,883,544

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Revenue

$1,570,017

Expenses

$958,052

Net Income

$611,965

Net Assets

$18,802,773

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$495,029	31.5%
Sales of Assets	$1,074,988	68.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$809,689	84.5%
Compensation of Officers*	$118,203	12.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$18,802,773
Total Liabilities	$0
Net Assets	$18,802,773

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$1,120,052

Expenses

$1,010,983

Net Income

$109,069

Net Assets

$18,182,966

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$497,785	44.4%
Sales of Assets	$614,085	54.8%
Other Income	$8,182	0.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$834,099	82.5%
Compensation of Officers*	$109,614	10.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$18,182,966
Total Liabilities	$0
Net Assets	$18,182,966

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$2,166,792

Expenses

$1,185,654

Net Income

$981,138

Net Assets

$18,113,562

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$468,172	21.6%
Sales of Assets	$1,695,548	78.3%
Other Income	$3,072	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,053,040	88.8%
Compensation of Officers*	$125,311	10.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$18,113,562
Total Liabilities	$0
Net Assets	$18,113,562

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$198,517

Expenses

$1,326,433

Net Income

-$1,127,916

Net Assets

$17,131,416

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$377,639	> 100%
Sales of Assets	$0
Other Income	$3,981	2.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,209,608	91.2%
Compensation of Officers*	$110,829	8.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$17,131,416
Total Liabilities	$0
Net Assets	$17,131,416

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2006

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2005

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2004

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2003

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2002

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2001

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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Raw filing data. Includes EINs and summary financials as structured data.
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Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
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Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Updated January 26, 2026

Peggy N & Roger G Gerry Charitable Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $3.53M (2024)

Expenses $1.7M (2024)

Total Assets $22.3M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Revenue

$3.53M (2024)

Expenses

$1.7M (2024)

Total Assets

$22.3M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001