SHANNON AND ANDREW S PENSON FOUNDATION

Cite this

Plain text SHANNON AND ANDREW S PENSON FOUNDATION. furp.org, nonprofit organization profile, tax years 2020–2024. https://furp.org/org/shannon-and-andrew-s-penson-foundation-134226290. Retrieved 2026-10-29.

APA furp.org. (n.d.). SHANNON AND ANDREW S PENSON FOUNDATION [Nonprofit organization profile; tax years 2020–2024]. Retrieved October 29, 2026, from https://furp.org/org/shannon-and-andrew-s-penson-foundation-134226290

MLA “SHANNON AND ANDREW S PENSON FOUNDATION.” furp.org, tax years 2020–2024, https://furp.org/org/shannon-and-andrew-s-penson-foundation-134226290. Accessed 29 Oct. 2026.

Retrieved 2026-10-29; covers tax years 2020–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990PF · revenue $803K · expenses $738K · assets $174K

EIN
13-4226290
Address
551 FIFTH AVENUE 34TH FLOOR, NEW YORK, NY 10176-3499
NTEE code
T22
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (trust)
Ruling date
February 2003 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
Foundation status
Private non-operating foundation
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

1 person paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Citibank N A Institution AGENT2020-2024 $11,906$99,034 117

Officers and directors, no compensation reported

2 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Andrew S Penson CO-TRUSTEE, AS REQ'D2020-2024 0 $0 reported 1
Shannon S Penson CO-TRUSTEE, AS REQ'D2020-2024 0 $0 reported 1

People by year

2024 · 3 people listed · 1 paid, $12K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CITIBANK N A Institution AGENT0 $11,906-- $11,906117
ANDREW S PENSON CO-TRUSTEE, AS REQ'D0 $0-- $01
SHANNON S PENSON CO-TRUSTEE, AS REQ'D0 $0-- $01
2023 · 3 people listed · 1 paid, $12K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CITIBANK N A Institution AGENT0 $11,906-- $11,906117
ANDREW S PENSON CO-TRUSTEE, AS REQ'D0 $0-- $01
SHANNON S PENSON CO-TRUSTEE, AS REQ'D0 $0-- $01
2022 · 3 people listed · 1 paid, $14K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CITIBANK N A Institution AGENT0 $13,819-- $13,819117
ANDREW S PENSON CO-TRUSTEE, AS REQ'D0 $0-- $01
SHANNON S PENSON CO-TRUSTEE, AS REQ'D0 $0-- $01
2021 · 3 people listed · 1 paid, $31K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CITIBANK N A Institution AGENT, AS REQ'D0 $30,764-- $30,764117
ANDREW S PENSON CO-TRUSTEE, AS REQ'D0 $0-- $01
SHANNON S PENSON CO-TRUSTEE, AS REQ'D0 $0-- $01
2020 · 3 people listed · 1 paid, $31K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CITIBANK N A Institution AGENT, AS REQ'D0 $30,639-- $30,639117
ANDREW S PENSON CO-TRUSTEE, AS REQ'D0 $0-- $01
SHANNON S PENSON CO-TRUSTEE, AS REQ'D0 $0-- $01

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 0 grants to organizations · $0 · 1 summary line · $721K

This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.

2023 · 0 grants to organizations · $0 · 1 summary line · $699K

This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.

2022 · 0 grants to organizations · $0 · 1 summary line · $3.6M

This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.

2021 · 0 grants to organizations · $0 · 1 summary line · $4.1M

This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.

2020 · 0 grants to organizations · $0 · 1 summary line · $4.4M

This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.

2024 · 1 contributor · $800K
#ContributorTypeCity, stateTotalNoncashSource
1 ANDREW AND SHANNON PENSON Person NEW YORK, NY $800,000- Form 990PF Sch. B, 2024 · filing
2022 · 1 contributor · $1.8M
#ContributorTypeCity, stateTotalNoncashSource
1 ANDREW AND SHANNON PENSON Person NEW YORK, NY $1,800,000- Form 990PF Sch. B, 2022 · filing
2021 · 1 contributor · $550K
#ContributorTypeCity, stateTotalNoncashSource
1 ANDREW AND SHANNON PENSON Person NEW YORK, NY $550,000- Form 990PF Sch. B, 2021 · filing
2020 · 1 contributor · $6.0M
#ContributorTypeCity, stateTotalNoncashSource
1 ANDREW AND SHANNON PENSON Person NEW YORK, NY $6,000,000- Form 990PF Sch. B, 2020 · filing

Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$803,487$737,911 $174,323$174,323 $800,000- $11,906--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$16,870$716,008 $101,247$101,247 -- $11,906--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$1,827,565$3,652,972 $775,614$775,614 $1,800,000- $13,819--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$631,822$4,173,094 $2,604,169$2,604,169 $550,000- $30,764--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$6,036,356$4,387,060 $6,145,426$6,145,426 $6,000,000- $30,639--

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
SHULEM AND CHANY MERMELSTEIN FOUNDATIONNYT22 $728,622$90,364 Trustee$0 Same NTEE code T22, revenue within 2x, same state
MGG FOUNDATIONNYT22 $878,657$563,917 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
KMH INL ABRAHAM AND SARA FOUNDATION INCNYT22 $819,185$821,651 President$0 Same NTEE code T22, revenue within 2x, same state
SADIE AND HARRY DAVIS FOUNDATION INCNYT22 $753,233$1,681,852 EXECUTIVE DIRECTOR, DIRECTOR$67,358 Same NTEE code T22, revenue within 2x, same state
FRANK J ANTUN FOUNDATIONNYT22 $832,494$788,355 EXECUTIVE DIRECTOR/TRUSTEE$31,385 Same NTEE code T22, revenue within 2x, same state
BAWD FOUNDATIONNYT22 $709,976$405,421 PRES/TREAS$0 Same NTEE code T22, revenue within 2x, same state
MAYER FOUNDATIONNYT22 $856,062$127,808 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
BESAD FOUNDATIONNYT22 $872,000$692,053 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
VINCENT KOSUGA AND PAULINE KOSUGA FOUNDATION INCNYT22 $838,653$711,410 DIRECTOR$12,000 Same NTEE code T22, revenue within 2x, same state
ZG FOUNDATION INCNYT22 $794,154$1,202,161 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
CHESED FOUNDATIONNYT22 $747,579$546,543 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
YAW FOUNDATION INCNYT22 $844,191$561,386 DIRECTOR$0 Same NTEE code T22, revenue within 2x, same state
SEVERUS FOUNDATION CORPNYT22 $879,774$314,640 President$0 Same NTEE code T22, revenue within 2x, same state
FORDHAM STREET FOUNDATIONNYT22 $708,647$1,165,548 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
THE PHILIP AND TAMMY MURPHY FAMILY FOUNDATIONNYT22 $831,448$770,571 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
R C SMITH FOUNDATION INCNYT22 $861,888$1,036,996 ADMINISTRATOR$64,200 Same NTEE code T22, revenue within 2x, same state
JOYCE C STERN FOUNDATIONNYT22 $873,400$452,828 PRESIDENT$15,000 Same NTEE code T22, revenue within 2x, same state
WALLACE FOX FOUNDATIONNYT22 $826,111$137,730 Trustee$0 Same NTEE code T22, revenue within 2x, same state
DAVID A DECHMAN FOUNDATIONNYT22 $735,893$1,332,086 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
LYNN SCHNEIDER FOUNDATIONNYT22 $900,957$384,012 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
MOSAIC 659 FOUNDATIONNYT22 $804,895$691,084 EXECUTIVE DIRECTOR$70,708 Same NTEE code T22, revenue within 2x, same state
STRICKLER FAMILY FOUNDATIONNYT22 $715,936$327,550 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
SCHLEIFER FAMILY FOUNDATIONNYT22 $712,335$2,318,665 PRESIDENT & DIRECTOR$0 Same NTEE code T22, revenue within 2x, same state
CARE SUPPORT FOUNDATION INCNYT22 $711,107$2,322,337 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
REGAN FAMILY FOUNDATIONNYT22 $859,783$1,338,658 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
C & J FOUNDATION Private foundation$2,240,9824 12015–2018 ACAIR FOUNDATION
TEEEM INC Private foundation$790,0003 12022–2024 TEEEM INC
DRUKIER FOUNDATION INC Private foundation$50,0001 12025–2025 ASHER FOUNDATION
SVM FOUNDATION Private foundation$31,9041 12020–2020 MGG FOUNDATION
MORRIS & ANNA PROPP SONS FUND INC Private foundation$30,0001 12020–2020 MORTIMER J PROPP LEGACY FOR ORTHODOX HEBREW DAY SCHOOLS INC
PLM FOUNDATION Private foundation$25,0001 12021–2021 MGG FOUNDATION
National Foundation for Philanthropy DAF sponsor$10,6001 12011–2011 FOCUS FOUNDATION
THE MIAMI FOUNDATION INC DAF sponsor$10,0001 12018–2018 STEVEN SCHWARTZBERG FOUNDATION INC
THE OJC FUND DAF sponsor$9,2641 12021–2021 MATAN BASESER
JANE & SAM SUTTON FAMILY FOUNDATION Private foundation$1,0001 12024–2024 MATAN BASESER
CYGNET FOUNDATION INC Private foundation$1,0001 12018–2018 A WOODNER FUND INC
ZICHRON BTZ TZEDAKAH FOUNDATION Private foundation$1801 12023–2023 SHAAREI HALACHA INC
DENISE AND GERALD FITZGERALD FAMILY Private foundation$1761 12021–2021 SHADE FAMILY FOUNDATION

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990PF · $737,911 spent · pay $11,906 · grants $720,746 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $720,746 97.7%
Pay: officers, directors, trustees $11,906 1.6%
Fees: other professional $4,094 0.6%
Fees: accounting $1,000 0.1%
Taxes $115 0.0%
Other expenses $50 0.0%
Total$737,911100%

View the filing

2023 · Form 990PF · $716,008 spent · pay $11,906 · grants $699,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $699,000 97.6%
Pay: officers, directors, trustees $11,906 1.7%
Fees: other professional $4,094 0.6%
Fees: accounting $750 0.1%
Taxes $158 0.0%
Other expenses $100 0.0%
Total$716,008100%

View the filing

2022 · Form 990PF · $3,652,972 spent · pay $13,819 · grants $3,633,400 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $3,633,400 99.5%
Pay: officers, directors, trustees $13,819 0.4%
Fees: other professional $4,753 0.1%
Fees: accounting $750 0.0%
Other expenses $250 0.0%
Total$3,652,972100%

View the filing

2021 · Form 990PF · $4,173,094 spent · pay $30,764 · grants $4,130,750 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $4,130,750 99.0%
Pay: officers, directors, trustees $30,764 0.7%
Fees: other professional $10,580 0.3%
Fees: accounting $750 0.0%
Other expenses $250 0.0%
Total$4,173,094100%

View the filing

2020 · Form 990PF · $4,387,060 spent · pay $30,639 · grants $4,352,738 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $4,352,738 99.2%
Pay: officers, directors, trustees $30,639 0.7%
Taxes $2,683 0.1%
Fees: accounting $750 0.0%
Other expenses $250 0.0%
Total$4,387,060100%

View the filing

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.