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Peggy N & Roger G Gerry Charitable at a glance

· Private foundation

Peggy N & Roger G Gerry Charitable

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$2.2M
Granted FY2025still arriving
13
Grants FY2025still arriving
4
States reached
$1.4M
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
05Through PlinthRead
01What it funds
0195% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2020 to 2025.

Arts & Culture$7.1MEnvironment$728kRecreation & Sports$250kReligion$215kCivil Rights$144kEducation$100kFood & Nutrition$100kYouth Development$10kOther$0
02FY2025 · 13 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • $10k–50k3 grants · $90k
  • $50k–250k9 grants · $749k
  • $250k+1 grant · $1.4M
$60,000
Median grant
4
States reached
$22M
Total assets
Largest grants
RecipientAmount
ROSLYN LANDMARK SOCIETY INC$1,362,500
TRUMANSBURG CONSERVATORY OF FINE$143,000
NORTH COUNTRY GARDEN CLUB OF LONG ISLAND$131,000
INNISFREE GARDEN$100,000
THE METROPOLITAN MUSEUM OF ART$90,000
Individual grant recipient$75,000
OLD WESTBURY GARDENS$60,000
HERRESHOFF MARINE MUSEUM$50,000
PARTNERS FOR SACRED PLACES$50,000
THE FORT TICONDEROGA$50,000
MYSTIC SEAPORT MUSEUM$49,686
CAUMSETT FOUNDATION$25,000
SOCIETY FOR THE PRESERV OF LI ANTIQUITIE$15,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Dollar for dollar, its grants (FY20–25) land where the poverty rate runs at 9%, against an area that typically sits at 10%. 36% of its dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.

area typical 10%LIBRARY OF AMERICAN LANDSCAPE: $75k → 12%DECORATIVE ARTS TRUST: $600k → 10%OLD WESTBURY GARDENS INC: $160k → 6%INNISFREE GARDEN: $100k → 9%HISTORIC HUDSON VALLEY: $60k → 9%THOMAS COLE NATIONAL HISTORIC SITE: $75k → 11%ADIRONDACK ARCHITECTURAL HERITAGE: $100k → 13%PRESERVATION LEAGUE OF NYS: $100k → 14%TRUMANSBURG CONSERVATORY OF FINE: $143k → 16%MOHONK PRESERVE MOHONK PRESERVE: $75k → 16%SAINT BARTHOLOMEW CONSERVANCY: $75k → 17%THE GREEN-WOOD HISTORIC FUND: $100k → 20%THE HOTCHKISS LIBRARY OF SHARON CT: $100k → 9%HERRESHOFF MARINE MUSEUM: $75k → 7%LIBRARY OF AMERICAN LANDSCAPE: $75k → 12%DECORATIVE ARTS TRUST: $250k → 10%OLD WESTBURY GARDENS INC: $100k → 6%THOMAS COLE NATIONAL HISTORIC SITE: $70k → 11%PRESERVATION LEAGUE OF NYS: $75k → 14%DECORATIVE ARTS TRUST: $150k → 10%PRESERVATION LONG ISLAND: $70k → 7%THE METROPOLITAN MUSEUM OF ART: $90k → 17%NORTH COUNTRY GARDEN CLUB OF LONG ISLAND: $131k → 6%SOCIETY FOR THE PRESERV OF LI ANTIQUITIE: $69k → 7%PLANTING FIELDS FOUNDATION: $130k → 6%UNTERMYER GARDENS CONSERVANCY: $75k → 9%THE METROPOLITAN MUSEUM OF ART: $89k → 17%PLANTING FIELDS FOUNDATION: $107k → 6%UNTERMYER GARDENS CONSERVANCY: $75k → 9%NORTH SHORE LAND ALLIANCE INC: $100k → 6%THE METROPOLITAN MUSEUM OF ART: $87k → 17%RAYNHAM HALL MUSEUM: $80k → 6%SYLVESTER MANOR: $175k → 7%PLANTING FIELDS FOUNDATION: $75k → 6%SYLVESTER MANOR: $75k → 7%JAY HERITAGE CENTER: $85k → 9%THE METROPOLITAN MUSEUM OF ART: $75k → 17%CATHEDRAL CHURCH OF ST JOHN DIVINE: $75k → 17%THE METROPOLITAN MUSEUM OF ART: $75k → 17%ROSLYN LANDMARK SOCIETY INC: $1.4M → 6%ST BARTHOLOMEWS CONSERVANCY: $125k → 17%ROSLYN LANDMARK SOCIETY: $330k → 6%ROSLYN LANDMARK SOCIETY: $325k → 6%ROSLYN LANDMARK SOCIETY: $285k → 6%ROSLYN LANDMARK SOCIETY: $215k → 6%ROSLYN LANDMARK SOCIETY INC: $155k → 6%ROSLYN LANDMARK SOCIETY: $75k → 6%NASSAU COUNTY MUSEUM OF ART: $75k → 6%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

Which US states its grants reach

ME
WI
NY
MA
PA
CT
RI
CA
NE
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

75%of every dollar goes to organizations it has funded before.
$6.8M · 19 repeat orgs$2.3M to everyone else

Grantees it renews have grown median revenue +13% since the first grant, against +7% for those funded once.

19 repeat relationships: 7 still active in FY2025, 12 since wound down; 6 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

19
28

Total granted

$6.8M
$1.8M

Median revenue growth · since first grant

+13%
+7%

Still filing today

79%
54%

New vs renewed · share of each year

In FY2025, 77% of grant dollars renewed an existing relationship; $499k went to new ones.

50%100%’20’21’22’23’24’25
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’20’21’22’23’24’25
Arts & CultureEnvironmentRecreation & SportsEducationOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • TR
    THE ROSLYN LANDMARK SOCIETY INC
    5× · 2020–2025 · $2.5M · revenue +13% · 38% of their budget
  • TD
    THE DECORATIVE ARTS TRUST
    3× · 2020–2022 · $1.0M · revenue +86%
  • MM
    METROPOLITAN MUSEUM OF ART
    5× · 2020–2025 · $416k · revenue +119%

Funded once

  • RL
    ROSLYN LANDMARK SOCIETY
    one grant, 2024 · $285k
  • SB
    ST BARTHOLOMEW'S CONSERVANCY INC
    one grant, 2024 · $125k · revenue 0%
  • AA
    ADIRONDACK ARCHITECTURAL HERITAGE INC
    one grant, 2024 · $100k · revenue 0%
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Newcomb Historical Museum

The organization was formed to safeguard and share existing and future collections related to the social, cultural, and economic history of the high peaks adirondack region in and around the township of newcomb in essex county, new york.

Arts & Culture
2
Historical Society of Saratoga Springs

Preservation & maintenance collection

—
3
North Shore Historical Museum Inc

Housing and exhibition of long island new york north shore historical significance

Arts & Culture
4
The Historical Society of Rockland

The Historical Society of Rockland County is a museum and educational organization dedicated to engaging diverse audiences in a dynamic dialogue about the rich historical heritage of the county.

—
5
Cow Neck Peninsula Historical Society

Cow Neck Peninsula Historical Societys purpose is to 1 educate the public about this geographical area and 2 to preserve this area for future generations

—
6
Orange County Historical Society

To preserve and protect the historic nature of buildings, to provide for proper security and continuous rehabilitation, to provide a creative atmosphere for the exchange of historical information to publicize historical research and…

—
7
Montauk Historical Society

The purpose of the montauk historical society is to collect, restore, preserve and display historically significant buildings, objects and writings and to preserve and share the history and cultures of montauk and the east end for this and…

Arts & Culture
8
The John Green Preservation Coalition Inc

Rehabilitation of the historic john green house

Arts & Culture
9
Seward House Museum

To preserve and memorializing the historic Seward House Museum, the former home of William Seward. The Organization is charged with preserving and memorializing the material and intellectual legacy of William H. Seward and William H.…

Arts & Culture
10
Preserve Larchmont Inc

Historical preservation in Larchmont NY

Arts & Culture
11
The Northport Historical Society and Museum

Education and preservation of historical items relevant to northport, new york and its immediate surrounding area.

Arts & Culture
12
Cuttyhunk Historical Society Inc
Arts & Culture
How this is measured
The grantee most central to the portfolio’s shape is New York Landmarks Conservancy Inc; the most unlike its peers is Metropolitan Museum of Art. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

35 grantees tracked through their own filings, 2017–2026.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2026, not grant rows in a single year, so this will not match the grant count on the cover. 35 of the 53 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

3
Load-bearing (≥25% of a budget)
9
Early backer (in before they grew)
35/35
Grantees still filing
23/35
Grew since first funded

Where the money sits, by cause and then by grantee

THE ROSLYN LANDMARK SOCIETY INC: $2,462,500 · OtherTHE ROSLYN LANDMARK SOCIETY INCOld Westbury Gardens Inc: $320,000 · OtherOld Westbury Gardens IncIndividual grant recipient: $300,000 · OtherIndividual grant recipientROSLYN LANDMARK SOCIETY: $285,000 · OtherROSLYN LANDMARK SOCIETYLIBRARY OF AMERICAN LANDSCAPE: $200,000 · Other+17 more: $979,000 · Other+17 moreTHE DECORATIVE ARTS TRUST: $1,000,000 · Arts & CultureTHE DECORATIVE ARTS TRUSTMETROPOLITAN MUSEUM OF ART: $415,500 · Arts & CultureMETROPOLITAN MUSEUM OF ARTTHOMAS COLE HISTORIC HOUSE: $230,000 · Arts & CultureTHOMAS COLE HISTORIC HOUSEPRESERVATION LEAGUE OF NEW YORK STATE: $200,000 · Arts & CulturePRESERVATION LEAGUE OF NEW YORK STATEMYSTIC SEAPORT MUSEUM INC: $154,686 · Arts & CultureTHE JAY HERITAGE CENTER: $145,000 · Arts & CultureTRUMANSBURG CONSERVATORY OF FINE ARTS INC: $143,000 · Arts & CultureHERRESHOFF MARINE MUSEUM: $125,000 · Arts & Culture+14 more: $915,000 · Arts & Culture+14 morePLANTING FIELDS FOUNDATION: $362,000 · EnvironmentPLANTING FI…THE NORTH SHORE LAND ALLIANCE INC: $160,000 · EnvironmentTHE NORTH S…NORTH COUNTRY GARDEN CLUB OF LONG ISLAND INC: $131,000 · EnvironmentNORTH COUNT…ST BARTHOLOMEW'S CONSERVANCY INC: $125,000 · EnvironmentST BARTHOLO…MOHONK PRESERVE INC: $75,000 · EnvironmentMOHONK PRES…+2 more: $50,000 · Environment+2 moreUNTERMYER GARDENS CONSERVANCY INC: $225,000 · Recreation & SportsHOTCHKISS LIBRARY OF SHARON INC: $100,000 · Education
Other$4,546,500Arts & Culture$3,328,186Environment$903,000Recreation & Sports$225,000Education$100,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetTHE ROSLYN LANDMARK SOCIETY INC: $2,462,500 over 5y, 38% of budgetTHE DECORATIVE ARTS TRUST: $1,000,000 over 3y, 18% of budgetMETROPOLITAN MUSEUM OF ART: $415,500 over 5y, 0.0% of budgetPLANTING FIELDS FOUNDATION: $362,000 over 4y, 12% of budgetOld Westbury Gardens Inc: $320,000 over 3y, 3.2% of budgetTHOMAS COLE HISTORIC HOUSE: $230,000 over 4y, 4.7% of budgetUNTERMYER GARDENS CONSERVANCY INC: $225,000 over 4y, 3.0% of budgetPRESERVATION LEAGUE OF NEW YORK STATE: $200,000 over 3y, 5.8% of budgetTHE NORTH SHORE LAND ALLIANCE INC: $160,000 over 2y, 2.6% of budgetMYSTIC SEAPORT MUSEUM INC: $154,686 over 3y, 0.4% of budgetTHE JAY HERITAGE CENTER: $145,000 over 2y, 7.4% of budgetTRUMANSBURG CONSERVATORY OF FINE ARTS INC: $143,000 over 1y, 32% of budgetHERRESHOFF MARINE MUSEUM: $125,000 over 2y, 4.6% of budgetST BARTHOLOMEW'S CONSERVANCY INC: $125,000 over 1y, 20% of budgetADIRONDACK ARCHITECTURAL HERITAGE INC: $100,000 over 1y, 7.6% of budgetTHE GREEN-WOOD HISTORIC FUND INC: $100,000 over 1y, 2.6% of budgetHISTORIC HUDSON VALLEY: $100,000 over 2y, 0.4% of budgetHOTCHKISS LIBRARY OF SHARON INC: $100,000 over 1y, 7.8% of budgetNEW YORK LANDMARKS CONSERVANCY INC: $90,000 over 2y, 1.3% of budgetThe Players Foundation for Theatre Education: $90,000 over 2y, 19% of budgetMOHONK PRESERVE INC: $75,000 over 1y, 1.4% of budgetNassau County Museum of Art: $75,000 over 1y, 3.2% of budgetTHE LIBRARY OF AMERICAN LANDSCAPE HISTORY INC: $75,000 over 1y, 23% of budgetSOCIETY FOR THE PRESERVATION OF LONG ISLAND ANTIQUITIES: $70,000 over 1y, 9.4% of budgetFRIENDS OF THE LOBKOWICZ COLLECTIONS INC: $50,000 over 1y, 2.7% of budgetTHE PRESERVATION SOCIETY OF NEWPORT COUNTY: $50,000 over 1y, 0.2% of budgetThe Owls Head Transportation Museum: $45,000 over 1y, 1.5% of budgetColumbia County Historical Society Inc: $35,000 over 1y, 14% of budgetSS COLUMBIA PROJECT: $25,000 over 1y, 23% of budgetHISTORIC HUDSON INC: $25,000 over 1y, 26% of budgetGreen County Historical Society: $15,000 over 1y, 13% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Ibm International Fou…The New York Communit…The Jm Kaplan Fund IncRobert David Lion Gar…Greater Hudson Herita…The Stebbins Fund Inc1772 Foundation IncNew York Council for …The Ayco Charitable F…The Roger Rechler Fou…Herbert L Smith III F…The Corita Charitable…
Ibm International FoundationNY21.6× affinity10 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Ibm International Foundation · The New York Community Trust · The Jm Kaplan Fund Inc · Robert David Lion Gardiner Foundation Inc · Greater Hudson Heritage Network · The Stebbins Fund Inc · 1772 Foundation Inc · New York Council for the Humanities · The Ayco Charitable Foundation · The Roger Rechler Foundation · Herbert L Smith III Family Fund · The Corita Charitable Trust McGrath & Company LLP

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Peggy N & Roger G Gerry Charitable funds: left to right is the share of its income from government, bottom to top the share from Peggy N & Roger G Gerry Charitable. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 20%6%25%56%100%funder's share of their income ↑0%25%50%75%100%share of the org’s income from government →median 5%
  • Mystic Seaport Museum Inc: 5% of income from government
no gov moneyreceives it· size = income
2get no government money at all
11report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
typical government reliance, FY20–25
How this is measured
Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.
05Through Plinth

Warm introductions · Powered by PlinthPlus

How do I get to Peggy N & Roger G Gerry Charitable?

Find your warmest path to Peggy N & Roger G Gerry Charitable through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 53 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

Play a game based on Peggy N & Roger G Gerry’s filings →

More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home