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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Wendy Keys Co Pkf O'Connor Davies TRUSTEE2020-2024 3 $0 reported 1
Valerie Pels Co Pkf O'Connor Davies TRUSTEE2020-2024 4 $0 reported 1

People by year

2024 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WENDY KEYS CO PKF O'CONNOR DAVIES TRUSTEE3 $0-$0 $01
VALERIE PELS CO PKF O'CONNOR DAVIES TRUSTEE4 $0-$0 $01
2023 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WENDY KEYS CO PKF O'CONNOR DAVIES TRUSTEE3 $0-$0 $01
VALERIE PELS CO PKF O'CONNOR DAVIES TRUSTEE4 $0-$0 $01
2022 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WENDY KEYS CO PKF O'CONNOR DAVIES TRUSTEE3 $0-$0 $01
VALERIE PELS CO PKF O'CONNOR DAVIES TRUSTEE4 $0-$0 $01
2021 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WENDY KEYS CO PKF O'CONNOR DAVIES TRUSTEE3 $0-$0 $01
VALERIE PELS CO PKF O'CONNOR DAVIES TRUSTEE3 $0-$0 $01
2020 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WENDY KEYS CO PKF O'CONNOR DAVIES TRUSTEE3 $0-$0 $01
VALERIE PELS CO PKF O'CONNOR DAVIES TRUSTEE3 $0-$0 $01

Highest-paid independent contractors

2024 · 5 contractors · $2.0M
NameLocationServicePaid
FIDUCIARY TRUST COMPANYNEW YORK, NYINVESTMENT MANAGEMENT$468,482
BROWN BROTHERS HARRIMAN & CONEW YORK, NYINVESTMENT MGMT & BOOKKEEPING$449,375
GOLDMAN SACHSNEW YORK, NYINVESTMENT MANAGEMENT$427,476
CAPITAL COUNSEL LLCNEW YORK, NYINVESTMENT MANAGEMENT$420,390
HILDY SIMMONSBROOKLYN, NYGRANT COORDINATOR$276,000
2023 · 5 contractors · $2.0M
NameLocationServicePaid
FIDUCIARY TRUST COMPANYNEW YORK, NYINVESTMENT MANAGEMENT$482,907
BROWN BROTHERS HARRIMAN & CONEW YORK, NYINVESTMENT MGMT & BOOKKEEPING$456,227
GOLDMAN SACHSNEW YORK, NYINVESTMENT MANAGEMENT$421,122
CAPITAL COUNSEL LLCNEW YORK, NYINVESTMENT MANAGEMENT$385,227
HILDY SIMMONSBROOKLYN, NYGRANT COORDINATOR$231,000
2022 · 5 contractors · $2.1M
NameLocationServicePaid
FIDUCIARY TRUST COMPANYNEW YORK, NYINVESTMENT MANAGEMENT$531,708
GOLDMAN SACHSNEW YORK, NYINVESTMENT MANAGEMENT$468,536
BROWN BROTHERS HARRIMAN & CONEW YORK, NYINVESTMENT MGMT & BOOKKEEPING$457,442
CAPITAL COUNSEL LLCNEW YORK, NYINVESTMENT MANAGEMENT$449,136
HILDY SIMMONSBROOKLYN, NYGRANT COORDINATOR$231,000
2021 · 5 contractors · $2.3M
NameLocationServicePaid
BROWN BROTHERS HARRIMAN & CONEW YORK, NYINVESTMENT MGMT & BOOKKEEPING$636,270
FIDUCIARY TRUST COMPANYNEW YORK, NYINVESTMENT MANAGEMENT$584,407
GOLDMAN SACHSNEW YORK, NYINVESTMENT MANAGEMENT$498,549
CAPITAL COUNSEL LLCNEW YORK, NYINVESTMENT MANAGEMENT$439,235
HILDY SIMMONSBROOKLYN, NYGRANT COORDINATOR$132,000
2020 · 5 contractors · $1.8M
NameLocationServicePaid
BROWN BROTHERS HARRIMAN & CONEW YORK, NYINVESTMENT MANAGEMENT & BOOKKEEPING$514,328
FIDUCIARY TRUST COMPANYNEW YORK, NYINVESTMENT MANAGEMENT$470,455
GOLDMAN SACHSNEW YORK, NYINVESTMENT MANAGEMENT$383,983
CAPITAL COUNSEL LLCNEW YORK, NYINVESTMENT MANAGEMENT$295,039
HILDY SIMMONSBROOKLYN, NYGRANT 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.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$26,249,274$38,777,845 $258,241,285$258,241,285 -- $0--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$17,510,786$37,033,883 $270,769,856$270,769,856 -- $0--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$8,907,223$36,994,855 $290,292,953$290,292,953 -- $0--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$19,080,873$30,010,591 $318,380,585$318,380,585 -- $0--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$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

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
A DONALD SILLARO CHARITABLE TRNHNot reported $90,637$113,310 CO-TRUSTEE$6,642 Similar name, revenue differs more than 10x
DONALD BEAVIS CHARITABLE TRCANot reported $162,895$171,139 Trustee$27,743 Similar name, revenue differs more than 10x
DONALD L KOCH CHARITABLE TRFLT20 $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
LineAs describedTotalShare
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$38,777,845100%

View the filing

2023 · Form 990PF · $37,033,883 spent · pay $0 · grants $34,755,300 · events $9,043
LineAs describedTotalShare
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$37,033,883100%

View the filing

2022 · Form 990PF · $36,994,855 spent · pay $0 · grants $34,344,900 · events $801
LineAs describedTotalShare
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$36,994,855100%

View the filing

2021 · Form 990PF · $30,010,591 spent · pay $0 · grants $27,588,210 · events $0
LineAs describedTotalShare
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$30,010,591100%

View the filing

2020 · Form 990PF · $30,541,258 spent · pay $0 · grants $27,940,000 · events $0
LineAs describedTotalShare
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$30,541,258100%

View the filing

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