Agt Penson Foundation Trust
NEW YORK, NY EIN: 13-4226290
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$174K
+72.2% YoY
Annual Giving
$721K
+3.1% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$721K
+3.1% YoY
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $174,323 | $101,247 | $775,614 |
| Revenue | $803,487 | $16,870 | $1,827,565 |
| Expenses | $737,911 | $716,008 | $3,652,972 |
| Qualifying Distributions | $727,749 | $705,803 | $3,641,310 |
| Net Investment Income | — | $6,823 | $5,622 |
| Distributable Amount | $17,248 | $40,124 | $72,887 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Agt Penson Foundation Trust fund?
Explore the funder–grantee relationships behind this foundation, powered by GrantGraph™ — our database of 11 million+ funding connections.
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ANDREW S PENSON | CO-TRUSTEE, AS REQ'D | — | — |
| SHANNON S PENSON | CO-TRUSTEE, AS REQ'D | — | — |
| CITIBANK N A | AGENT | — | $11,906 |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
New York $13.5M (100%)
States
Cities
New York
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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