DONALD A PELS CHARITABLE TR 081892
Cite this
Plain text DONALD A PELS CHARITABLE TR 081892. furp.org, nonprofit organization profile, tax years 2020–2024. https://furp.org/org/donald-a-pels-charitable-tr-081892-136998091. Retrieved 2026-10-25.
APA furp.org. (n.d.). DONALD A PELS CHARITABLE TR 081892 [Nonprofit organization profile; tax years 2020–2024]. Retrieved October 25, 2026, from https://furp.org/org/donald-a-pels-charitable-tr-081892-136998091
MLA “DONALD A PELS CHARITABLE TR 081892.” furp.org, tax years 2020–2024, https://furp.org/org/donald-a-pels-charitable-tr-081892-136998091. Accessed 25 Oct. 2026.
Retrieved 2026-10-25; covers tax years 2020–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990PF · revenue $26.2M · expenses $38.8M · assets $258.2M
- Also known as
- 8/18/92 C/O PKF O'CONNOR DAVIES
- EIN
- 13-6998091
- Address
- 500 MAMARONECK AVE STE 301, HARRISON, NY 10528-1648
- NTEE code
- -
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (trust)
- Ruling date
- December 1993 (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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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
None of the 2 people listed on these returns reported compensation from the organization. They are listed below.
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.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Wendy Keys Co Pkf O'Connor Davies | TRUSTEE | 2020-2024 | 3 | $0 reported | 1 |
| Valerie Pels Co Pkf O'Connor Davies | TRUSTEE | 2020-2024 | 4 | $0 reported | 1 |
People by year
2024 · 2 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WENDY KEYS CO PKF O'CONNOR DAVIES | TRUSTEE | 3 | $0 | - | $0 | $0 | 1 |
| VALERIE PELS CO PKF O'CONNOR DAVIES | TRUSTEE | 4 | $0 | - | $0 | $0 | 1 |
2023 · 2 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WENDY KEYS CO PKF O'CONNOR DAVIES | TRUSTEE | 3 | $0 | - | $0 | $0 | 1 |
| VALERIE PELS CO PKF O'CONNOR DAVIES | TRUSTEE | 4 | $0 | - | $0 | $0 | 1 |
2022 · 2 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WENDY KEYS CO PKF O'CONNOR DAVIES | TRUSTEE | 3 | $0 | - | $0 | $0 | 1 |
| VALERIE PELS CO PKF O'CONNOR DAVIES | TRUSTEE | 4 | $0 | - | $0 | $0 | 1 |
2021 · 2 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WENDY KEYS CO PKF O'CONNOR DAVIES | TRUSTEE | 3 | $0 | - | $0 | $0 | 1 |
| VALERIE PELS CO PKF O'CONNOR DAVIES | TRUSTEE | 3 | $0 | - | $0 | $0 | 1 |
2020 · 2 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WENDY KEYS CO PKF O'CONNOR DAVIES | TRUSTEE | 3 | $0 | - | $0 | $0 | 1 |
| VALERIE PELS CO PKF O'CONNOR DAVIES | TRUSTEE | 3 | $0 | - | $0 | $0 | 1 |
Highest-paid independent contractors
2024 · 5 contractors · $2.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| FIDUCIARY TRUST COMPANY | NEW YORK, NY | INVESTMENT MANAGEMENT | $468,482 |
| BROWN BROTHERS HARRIMAN & CO | NEW YORK, NY | INVESTMENT MGMT & BOOKKEEPING | $449,375 |
| GOLDMAN SACHS | NEW YORK, NY | INVESTMENT MANAGEMENT | $427,476 |
| CAPITAL COUNSEL LLC | NEW YORK, NY | INVESTMENT MANAGEMENT | $420,390 |
| HILDY SIMMONS | BROOKLYN, NY | GRANT COORDINATOR | $276,000 |
2023 · 5 contractors · $2.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| FIDUCIARY TRUST COMPANY | NEW YORK, NY | INVESTMENT MANAGEMENT | $482,907 |
| BROWN BROTHERS HARRIMAN & CO | NEW YORK, NY | INVESTMENT MGMT & BOOKKEEPING | $456,227 |
| GOLDMAN SACHS | NEW YORK, NY | INVESTMENT MANAGEMENT | $421,122 |
| CAPITAL COUNSEL LLC | NEW YORK, NY | INVESTMENT MANAGEMENT | $385,227 |
| HILDY SIMMONS | BROOKLYN, NY | GRANT COORDINATOR | $231,000 |
2022 · 5 contractors · $2.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| FIDUCIARY TRUST COMPANY | NEW YORK, NY | INVESTMENT MANAGEMENT | $531,708 |
| GOLDMAN SACHS | NEW YORK, NY | INVESTMENT MANAGEMENT | $468,536 |
| BROWN BROTHERS HARRIMAN & CO | NEW YORK, NY | INVESTMENT MGMT & BOOKKEEPING | $457,442 |
| CAPITAL COUNSEL LLC | NEW YORK, NY | INVESTMENT MANAGEMENT | $449,136 |
| HILDY SIMMONS | BROOKLYN, NY | GRANT COORDINATOR | $231,000 |
2021 · 5 contractors · $2.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| BROWN BROTHERS HARRIMAN & CO | NEW YORK, NY | INVESTMENT MGMT & BOOKKEEPING | $636,270 |
| FIDUCIARY TRUST COMPANY | NEW YORK, NY | INVESTMENT MANAGEMENT | $584,407 |
| GOLDMAN SACHS | NEW YORK, NY | INVESTMENT MANAGEMENT | $498,549 |
| CAPITAL COUNSEL LLC | NEW YORK, NY | INVESTMENT MANAGEMENT | $439,235 |
| HILDY SIMMONS | BROOKLYN, NY | GRANT COORDINATOR | $132,000 |
2020 · 5 contractors · $1.8M
| Name | Location | Service | Paid |
|---|---|---|---|
| BROWN BROTHERS HARRIMAN & CO | NEW YORK, NY | INVESTMENT MANAGEMENT & BOOKKEEPING | $514,328 |
| FIDUCIARY TRUST COMPANY | NEW YORK, NY | INVESTMENT MANAGEMENT | $470,455 |
| GOLDMAN SACHS | NEW YORK, NY | INVESTMENT MANAGEMENT | $383,983 |
| CAPITAL COUNSEL LLC | NEW YORK, NY | INVESTMENT MANAGEMENT | $295,039 |
| HILDY SIMMONS | BROOKLYN, NY | GRANT COORDINATOR | $132,000 |
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 · 186 grants to organizations · $36.3M
2023 · 183 grants to organizations · $34.8M
2022 · 184 grants to organizations · $34.3M
2021 · 173 grants to organizations · $27.6M
2020 · 182 grants to organizations · $27.9M
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
No contributors are listed on Schedule B in the e-filed returns we have for this organization.
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.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990PF | ||||||||
| $26,249,274 | $38,777,845 | $258,241,285 | $258,241,285 | - | - | $0 | - | - |
| 2023 · Form 990PF | ||||||||
| $17,510,786 | $37,033,883 | $270,769,856 | $270,769,856 | - | - | $0 | - | - |
| 2022 · Form 990PF | ||||||||
| $8,907,223 | $36,994,855 | $290,292,953 | $290,292,953 | - | - | $0 | - | - |
| 2021 · Form 990PF | ||||||||
| $19,080,873 | $30,010,591 | $318,380,585 | $318,380,585 | - | - | $0 | - | - |
| 2020 · Form 990PF | ||||||||
| $8,587,463 | $30,541,258 | $329,310,303 | $329,310,303 | - | - | $0 | - | - |
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
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| A DONALD SILLARO CHARITABLE TR | NH | Not reported | $90,637 | $113,310 | CO-TRUSTEE | $6,642 | Similar name, revenue differs more than 10x |
| DONALD BEAVIS CHARITABLE TR | CA | Not reported | $162,895 | $171,139 | Trustee | $27,743 | Similar name, revenue differs more than 10x |
| DONALD L KOCH CHARITABLE TR | FL | T20 | $95,660 | $171,791 | DONOR-ADVISORY COMM | $0 | Similar name, revenue differs more than 10x |
Who funds organizations like this
Not reported: none of these organizations has foundation or DAF-sponsor grants in the filings we have.
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 · $38,777,845 spent · pay $0 · grants $36,347,878 · events $616
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $36,347,878 | 93.7% | |
| Fees: other professional | $2,011,423 | 5.2% | |
| Taxes | $299,461 | 0.8% | |
| Fees: accounting | $106,100 | 0.3% | |
| Other expenses | $12,367 | 0.0% | |
| Travel, conferences and meetings | $616 | 0.0% | |
| Total | $38,777,845 | 100% |
2023 · Form 990PF · $37,033,883 spent · pay $0 · grants $34,755,300 · events $9,043
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $34,755,300 | 93.8% | |
| Fees: other professional | $1,981,067 | 5.3% | |
| Taxes | $165,441 | 0.4% | |
| Fees: accounting | $111,365 | 0.3% | |
| Other expenses | $11,667 | 0.0% | |
| Travel, conferences and meetings | $9,043 | 0.0% | |
| Total | $37,033,883 | 100% |
2022 · Form 990PF · $36,994,855 spent · pay $0 · grants $34,344,900 · events $801
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $34,344,900 | 92.8% | |
| Fees: other professional | $2,094,672 | 5.7% | |
| Taxes | $379,818 | 1.0% | |
| Fees: accounting | $142,420 | 0.4% | |
| Fees: legal | $20,901 | 0.1% | |
| Other expenses | $11,343 | 0.0% | |
| Travel, conferences and meetings | $801 | 0.0% | |
| Total | $36,994,855 | 100% |
2021 · Form 990PF · $30,010,591 spent · pay $0 · grants $27,588,210 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $27,588,210 | 91.9% | |
| Fees: other professional | $2,160,731 | 7.2% | |
| Fees: accounting | $149,730 | 0.5% | |
| Taxes | $100,560 | 0.3% | |
| Other expenses | $11,360 | 0.0% | |
| Total | $30,010,591 | 100% |
2020 · Form 990PF · $30,541,258 spent · pay $0 · grants $27,940,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $27,940,000 | 91.5% | |
| Fees: other professional | $1,754,580 | 5.7% | |
| Taxes | $745,612 | 2.4% | |
| Fees: accounting | $89,900 | 0.3% | |
| Other expenses | $11,166 | 0.0% | |
| Total | $30,541,258 | 100% |
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