Allen Shaffer Charitable Trust

Private foundation · Grantmaker Orlando, FL EIN: 27-6622707

Allen Shaffer Charitable Trust is a private foundation, based in Orlando, FL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $603K in total assets. In 2025, it awarded 1 grant totaling $20K. Net investment income was $44K.

Allen Shaffer Charitable Trust at a glance

In short: Allen Shaffer Charitable Trust gave $20K across 1 grant in 2025 (avg $20K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$20,038
-10.5% vs 2024
Grants made (2025)
1
+0.0% vs 2024
Average grant
$20,038
-10.5% vs 2024
Median grant
$20,038
Total assets
$603,007
+3.0% vs 2024
Primary geography
Pennsylvania (100% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated October 2026.

Who Allen Shaffer Charitable Trust funds

How this funder distributes its grants

Top Recipients

Top recipient in 2025

St Pauls Evangelical Lutheran Church: $20KSt Pauls Evangelical LutheranChurch$20K

The largest 2025 recipient was St Pauls Evangelical Lutheran Church ($20K).

Grant Size Distribution

5 grants across all recorded years

5<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 5 grants of 5 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2025 grant dollars on its one itemized grant.

States

Cities

Millersburg

How Allen Shaffer Charitable Trust gives

  • Giving fell 36% from 2022 to 2025. Method
  • In 2025 it paid out 84% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K$40K1 grant2019 1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2019 to 2025, annual grant giving ranged from $20K (2025) to $33K (2023). In 2025 it made 1 grant totaling $20K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
St Pauls Evangelical Lutheran Church Millersburg, PAGeneral Operating$20,038
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$603,007$50,037$32,394$20,0381$26,914$44,118$32,039
2024$585,420$39,868$37,260$22,4001$29,330$34,282$31,092
2023$582,688$97,868$39,196$32,7241$35,773$94,669$28,045
2022$524,065$20,275$38,920$31,1931$34,942$16,411$30,275
2021$542,879$18,823$40,151$31,1931$35,314$14,522$33,733
2020$564,135$45,580$38,088$31,1931—$20,966$29,493
2019$556,744$24,912$141,409$31,7681——$33,185

Under IRS private-foundation payout rules, Allen Shaffer Charitable Trust reported a distributable amount of $32K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Allen Shaffer Charitable Trust's only listed officer is Truist Bank, Trustee & Part-Time on every filing since 2021 (compensated).

Officers on the 2025 filing

  • Truist Bank

    Trustee & Part-Time

    On filings since 2021

    2 hrs/week

    $8K (2021) → $11K (2025)

Former officers (1)
  • Former: Branch Banking AND Trust Company (2019–2020) — Trustee & Part-Time

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Truist Bank — Trustee / Part-Time: $11KTruist BankTrustee / Part-Time$11K

The highest reported compensation on the 2025 filing was $11K, to Truist Bank (Trustee / Part-Time).

Frequently asked questions about Allen Shaffer Charitable Trust

How much does Allen Shaffer Charitable Trust give each year?

Allen Shaffer Charitable Trust gave $20K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $22K across 1 grant.

How large is Allen Shaffer Charitable Trust?

Allen Shaffer Charitable Trust reported $603K in total assets on its 2025 IRS Form 990-PF. It paid out $27K in qualifying distributions that year, against a required minimum of $32K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

Where does Allen Shaffer Charitable Trust operate?

Allen Shaffer Charitable Trust has awarded grants in Pennsylvania.

What is Allen Shaffer Charitable Trust's EIN?

Allen Shaffer Charitable Trust's EIN (Employer Identification Number) is 27-6622707. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated October 2026. Sourced from IRS Form 990-PF filings.

Data update history

(8)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS May 7, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 27, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 25, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 1, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 17, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 18, 2025)
  7. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 16, 2026)
  8. IRS filings on file for fiscal years 2019–2025

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Allen Shaffer Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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