Private Foundation

AGT PENSON FOUNDATION TRUST

AGT PENSON FOUNDATION TRUST, of NEW YORK, NY, is a Private Foundation tracked in Imperigo's IRS 990 database. The 2024 filing shows $803K in revenue, $738K in expenses, $174K in total assets. IRS filings disclose 4 grants awarded by this foundation, totaling roughly $9.4M.

EIN: 134226290 NEW YORK, NY Latest filing: 2024

Total Revenue$803K

Total Expenses$738K

Total Assets$174K

Grants Given4

Grant Total$9.4M

Filing Years2020–2024

Sample Grants Given

SEE ATTACHED LIST

NEW YORK, NY · 2024

GENERAL OPERATING

$720,746

SEE ATTACHED LIST

NEW YORK, NY · 2023

GENERAL OPERATING

$699,000

SEE ATTACHED LIST

NEW YORK, NY · 2022

GENERAL OPERATING

$3,633,400

SEE ATTACHED LIST

NEW YORK, NY · 2020

GENERAL OPERATING

$4,352,738

Showing up to 5 of 4 total records — full history available with membership.

Officers & Directors

CO-TRUSTEE, AS REQ'D Andrew S Penson

AGENT Citibank N A

CO-TRUSTEE, AS REQ'D Shannon S Penson

Officer compensation and complete director data available with membership.

Top Grant Purposes

GENERAL OPERATING

$9,405,884 4 grants

Financial Trends

Year	Revenue	Expenses	Assets
2024	$803K	$738K	$174K
2023	$17K	$716K	$101K
2022	$1.8M	$3.7M	$776K
2020	$6.0M	$4.4M	$6.1M

Between 2020 and 2024, reported annual revenue declined from $6.0M to $803K (-87%), with total assets most recently reported at $174K.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in NY.

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for AGT PENSON FOUNDATION TRUST

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