Civic Intelligence

Peggy N & Roger G Gerry Charitable

EIN 13-6753033 • Pittsburgh, PA

PO Box 185Pittsburgh, PA 15230-0185
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$10M-$25M nonprofits • Source year 2024

Net Margin

87th percentile

52%

Higher net margin than 87% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

62nd percentile

$197,970

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 5.6% of source-year revenue.

$10M-$25M nonprofits • Source year 2024

Asset Growth

66th percentile

8.9%

Faster asset growth than 66% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

83rd percentile

63%

Faster revenue growth than 83% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$22,343,565

Up $1,821,732 (+8.9%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$22,343,565

No earlier filing loaded for comparison.

Revenue

Up

$3,525,406

Up $1,366,570 (+63%) from 2023

Expenses

Up

$1,700,108

Up $174,051 (+11%) from 2023

Net Income

Up

$1,825,298

Up $1,192,519 (+188%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2011: $17,131,416Liabilities 2011: $02011Assets 2012: $18,113,562Liabilities 2012: $02012Assets 2013: $18,182,966Liabilities 2013: $02013Assets 2014: $18,802,773Liabilities 2014: $02014Assets 2015: $18,883,544Liabilities 2015: $02015Assets 2019: $19,711,159Liabilities 2019: $02019Assets 2020: $19,244,588Liabilities 2020: $12020Assets 2021: $20,697,754Liabilities 2021: $12021Assets 2022: $19,894,854Liabilities 2022: $0Net Assets 2022: $19,894,8542022Assets 2023: $20,521,833Liabilities 2023: $12023Assets 2024: $22,343,565Liabilities 2024: $0Net Assets 2024: $22,343,5652024

Highlighted filing

2024

Assets$22,343,565
Liabilities$0
Net Assets$22,343,565

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$2.0M$0-$2.0MRevenue 2011: $198,517Expenses 2011: $1,326,433Net Income 2011: -$1,127,9162011Revenue 2012: $2,166,792Expenses 2012: $1,185,654Net Income 2012: $981,1382012Revenue 2013: $1,120,052Expenses 2013: $1,010,983Net Income 2013: $109,0692013Revenue 2014: $1,570,017Expenses 2014: $958,052Net Income 2014: $611,9652014Revenue 2015: $1,293,953Expenses 2015: $1,210,631Net Income 2015: $83,3222015Revenue 2019: $1,362,205Expenses 2019: $1,383,418Net Income 2019: -$21,2132019Revenue 2020: $1,088,885Expenses 2020: $1,551,890Net Income 2020: -$463,0052020Revenue 2021: $3,191,833Expenses 2021: $1,740,377Net Income 2021: $1,451,4562021Revenue 2022: $1,105,017Expenses 2022: $1,903,968Net Income 2022: -$798,9512022Revenue 2023: $2,158,836Expenses 2023: $1,526,057Net Income 2023: $632,7792023Revenue 2024: $3,525,406Expenses 2024: $1,700,108Net Income 2024: $1,825,2982024

Highlighted filing

2024

Revenue$3,525,406
Expenses$1,700,108
Net Income$1,825,298

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 17, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BNY MELLON N ATrustee-$197,970-$197,970
THOMAS F PIKECo-Trustee-$30,000-$30,000
ARETE S WARRENCo-Trustee-$30,000-$30,000
ROBERT B MACKAYCo-Trustee-$30,000-$30,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantROSLYN LANDMARK SOCIETYGENERAL OPERATINGPCROSLYN, NE, US$285,000
Paid GrantST BARTHOLOMEWS CONSERVANCYGENERAL OPERATINGPCNEW YORK, NY, US$125,000
Paid GrantTHE GREEN-WOOD HISTORIC FUNDGENERAL OPERATINGPCBROOKLYN, NY, US$100,000
Paid GrantADIRONDACK ARCHITECTURAL HERITAGEGENERAL OPERATINGPCKEESEVILLE, NY, US$100,000
Paid GrantTHE METROPOLITAN MUSEUM OF ARTGENERAL OPERATINGPCNEW YORK, NY, US$89,000
Paid GrantRAYNHAM HALL MUSEUMGENERAL OPERATINGPCOYSTER BAY, NY, US$80,000
Paid GrantLIBRARY OF AMERICAN LANDSCAPEGENERAL OPERATINGPCAMHERST, MA, US$75,000
Paid GrantPLANTING FIELDS FOUNDATIONGENERAL OPERATINGPCOYSTER BAY, NY, US$75,000
Paid GrantMOHONK PRESERVE MOHONK PRESERVEGENERAL OPERATINGPCGARDINER, NY, US$75,000
Paid GrantUNTERMYER GARDENS CONSERVANCYGENERAL OPERATINGPCYONKERS, NY, US$75,000
Paid GrantTHOMAS COLE NATIONAL HISTORIC SITEGENERAL OPERATINGPCCATSKILL, NY, US$70,000
Paid GrantSOCIETY FOR THE PRESERV OF LI ANTIQUITIEGENERAL OPERATINGPCCOLD SPG HBR, NY, US$60,000
Paid GrantHISTORIC HUDSON VALLEYGENERAL OPERATINGPCTARRYTOWN, NY, US$60,000
Paid GrantPLAYERS FOUNDATION FOR THEATRE EDUCATIONGENERAL OPERATINGPCNEW YORK, NY, US$50,000
Filing and Contact Details

Filer

Filer Name
Peggy N & Roger G Gerry Charitable
EIN
13-6753033
Phone
2129224585
Address
PO BOX 185, PITTSBURGH, PA 15230-0185

Signing Officer

Name
Michael Stagis
Title
Vice President
Phone
2129224585
Signed
2025-04-17
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Daniel Waltman
Phone
4123556000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29026874784 AMERICAN INTERNATION
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3200206R102 AT&T INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33375558103 GILEAD SCIENCES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3491324P102 UNITED HEALTH GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3506051GFP9 BANK OF AMERICA CORP
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5387234N765 TCW EMERGING MARKETS
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt619128286F2 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt62445658CF2 J B HUNT TRANSPORT S
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6368323AFC3 PROVINCE OF ONTARIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt64191216100 COCA-COLA CO USD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt65512807AU2 LAM RESEARCH CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6668389XBE4 ORACLE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6774432QCE3 PRUDENTIAL FINANCIAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt689128285M8 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6905588E850 BNY MELLON HIGH YIEL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7024737BAA3 DELTA AIR LINES 2019
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7105587K857 BNYM INTL STCK-Y
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7205587N794 BNYM GLBL RL RTRN -Y
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7305588M100 BNYM MIDCAP INDEX FU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7405587K865 BNYM SELECT MGR S/C
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7691282CAL5 UNITED STATES TREAS
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt783133N2TB2 FHLMC POOL RE5046
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt80874060AX4 TAKEDA PHARMACEUTICA
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8389236TGT6 TOYOTA MOTOR CREDIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8491282CAU5 WI TREASURY N/B .500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8575524KNH3 CITIZENS BANK NA/RI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8622160KAP0 COSTCO WHOLESALE COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8791282CAH4 U S ETREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8805971KAE9 BANCO SANTANDER SA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt89594918CC6 MICROSOFT CORP 2.525
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt90031162CS7 AMGEN INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9136179VNR7 GNMA POOL II # MA670
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9211134LAR0 BROADCOM CRP / CAYM
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9636179WR34 GNMA MA7706
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12638378BT82 GOVERNMENT NATIONAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12791282CFW6 U S TREASURY N/B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1283132DN4L4 FR SD1727
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12936179XBU9 G2 MA8151
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt130482480AL4 K L A CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1313133SKB26 FR SE9057
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13231418EDY3 FNMA MA4618
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13575886F107 REGENERON PHARMACEUT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1363140XGNE5 FN FS1288
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13731418EAV2 FNMA POOL # MA4519 1
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1423133KNNB5 FHLMC RA6686
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14891282CEM9 UNITED STATES TREASU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14931418EF21 FNMA MA4684
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15091282CER8 WI TREASURY SEC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt152912828X88 UNITED STATES TREASU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1533133KYWJ4 FHLMC RB5149
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1543140MBDG4 FNMA BU9102
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1553132DWC43 FHLMC SD8191
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