Allen Shaffer Charitable Trust

ORLANDO, FL EIN: 27-6622707

Allen Shaffer Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ORLANDO, FL. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $585K in total assets. In 2024, it awarded 1 grants totaling $22K. Net investment income was $34K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$585K

+0.5% YoY

Annual Giving

$22K

-31.5% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$22K

-31.5% YoY

Under IRS private-foundation payout rules, Allen Shaffer Charitable Trust reported a distributable amount of $31K for 2024 — the minimum it must pay out in qualifying distributions.

About Allen Shaffer Charitable Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Pennsylvania $149K (100%)

States

Pennsylvania

Cities

Millersburg

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$585,420	$582,688	$524,065
Revenue	$39,868	$97,868	$20,275
Expenses	$37,260	$39,196	$38,920
Qualifying Distributions	$29,330	$35,773	$34,942
Net Investment Income	$34,282	$94,669	$16,411
Distributable Amount	$31,092	$28,045	$30,275

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

Among its reported 2024 grants, the largest include St Pauls Evangelical Lutheran Church ($22,400).

Recipient	Purpose	Amount
ST PAULS EVANGELICAL LUTHERAN CHURCH MILLERSBURG, PA	GENERAL OPERATING	$22,400

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
TRUIST BANK	TRUSTEE / PART-TIME	2	$10,860

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Allen Shaffer Charitable Trust?

Allen Shaffer Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ORLANDO, FL. It holds $585K in total assets as of 2024.

How large is Allen Shaffer Charitable Trust?

As of 2024, Allen Shaffer Charitable Trust holds $585K in total assets with $40K in annual revenue. It awarded 1 grants totaling $22K in 2024.

Where does Allen Shaffer Charitable Trust operate?

Allen Shaffer Charitable Trust has awarded grants in Pennsylvania.

What size grants does Allen Shaffer Charitable Trust award?

In 2024, Allen Shaffer Charitable Trust awarded 1 grants totaling $22K — an average of about $22K per grant, based on its IRS Form 990 filings.

How much is Allen Shaffer Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Allen Shaffer Charitable Trust reported a distributable amount of $31K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2019–2024.