Donald a Pels Charitable Trust Utd

HARRISON, NY EIN: 13-6998091

The Donald A Pels Charitable Trust is a private foundation established in 1992 and based in Harrison, New York. The trust operates as a 501(c)(3) organization and has been tax-exempt since December 1993.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$258.2M

-4.6% YoY

Annual Giving

$36.3M

+4.6% YoY

Grant Count

186

+1.6% YoY

Avg Grant Size

$195K

+2.9% YoY

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The trust provides grants across multiple sectors, with primary funding interests in:

  • Education
  • Philanthropy, Voluntarism & Grantmaking
  • Human Services

Grantmaking

Grant Range

$186,700

Average Grant

$186,700

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Geographic Focus

Where this funder awards grants

The trust primarily funds organizations in:

  • New York
  • District of Columbia
  • California

Grant Distribution by State

19states
+11 more states

Cities

Agoura HillsAmherstAstoriaAtlantaAuburnAustinBaltimoreBethlehemBostonBridgehamptonBronxBrooklynCambridgeChicagoDaytonDurhamElmsfordFairfieldFalmouthGlen Cove

Financial History

Multi-year comparison from IRS filings

As of December 31, 2023:

  • Total assets: $270.8 million
  • Total revenues: $17.5 million
  • Total expenses: $37.0 million
  • Investment income and dividends: $6.4 million
  • Total liabilities: $0
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$11M$21M$32M$43M20202021202220232024
Metric202420232022
Total Assets$258,241,285$270,769,856$290,292,953
Revenue$26,249,274$17,510,786$8,907,223
Expenses$38,777,845$37,033,883$36,994,855
Qualifying Distributions$36,841,838$35,260,880$34,831,751
Net Investment Income$26,311,689$15,140,091$6,644,589
Distributable Amount$18,548,899$17,389,882$18,647,087

Giving Over Time

Total grant dollars and number of grants per year

$0$9M$18M$27M$36M182 grants2020173 grants2021184 grants2022183 grants2023186 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

DUKE UNIVERSITY$2.1MFRIENDS OF HIGHLINE$2.1MAMERICAN CIVIL LIBERTIES…$1.0MCOMPASSION AND CHOICES$1.0MEARTHJUSTICE$1.0MENVIRONMENTAL DEFENSE FUND$1.0MEVERYTOWN FOR GUN SAFETY$1.0MBRADY CENTER TO PREVENT …$500KFOOD BANK FOR NEW YORK C…$500KDOCTORS WITHOUT BORDERS$400K

Grant Size Distribution

250 grants across all recorded years

79<$50K48$50–100K53$100–250K30$250–500K10$500K–1M30$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Leadership team and compensation from IRS filings

  • Wendy Keys – Trustee (c/o PKF O'Connor Davies)
  • Valerie Anne Pels – Trustee (c/o PKF O'Connor Davies)

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
WENDY KEYS CO PKF O'CONNOR DAVIESTRUSTEE3
VALERIE PELS CO PKF O'CONNOR DAVIESTRUSTEE4

Contact Information

Address: 500 Mamaroneck Avenue, Suite 301, Harrison, NY 10528-1648

Phone: 914-381-8900

EIN: 13-6998091

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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