Allen Shaffer Charitable Trust

Foundation · Grantmaker 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 2025. As of 2025, the organization holds $603K in total assets. In 2025, it awarded 1 grant totaling $20K. Net investment income was $44K.

Key facts about Allen Shaffer Charitable Trust

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

EIN
27-6622707
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$20,038
Grants made (2025)
1
Average grant
$20,038
Median grant
$20,038
Total assets
$603,007
Primary geography
Pennsylvania (100% of itemized 2025 grant dollars)

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

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$603K

+3.0% YoY

Annual Giving

$20K

-10.5% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$20K

-10.5% YoY

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.

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.

Your AI grants department

Ready to take the next step with Allen Shaffer Charitable Trust?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of all 1 itemized 2025 grant dollars.

States

Cities

Millersburg

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K$40K1 grants20191 grants20201 grants20211 grants20221 grants20231 grants20241 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

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

Grant Size Distribution

5 grants across all recorded years

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

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
ST PAULS EVANGELICAL LUTHERAN CHURCH Millersburg, PAGENERAL OPERATING$20,038

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K$200K2019202020212022202320242025
Metric202520242023
Total Assets$603,007$585,420$582,688
Revenue$50,037$39,868$97,868
Expenses$32,394$37,260$39,196
Qualifying Distributions$26,914$29,330$35,773
Net Investment Income$44,118$34,282$94,669
Distributable Amount$32,039$31,092$28,045

Data update history

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

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 (2020) — Trustee & Part-Time

Data from IRS Form 990 filings, 2020–2025. "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

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).

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 $603K in total assets as of 2025.

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 September 2026. Sourced from IRS Form 990-PF filings.

Your AI grants department

Here's the math on researching Allen Shaffer Charitable Trust by hand.

Explore Open Grants

Browse active grant opportunities in Allen Shaffer Charitable Trust's focus areas in our free grants database

Similar Funders

Funders that support many of the same organizations

Comora Family Foundation

New York, NY

The foundation supports a broad range of charitable organizations, including those focused on youth sports, hunger relief, education, health, and the arts. Its 2025 grants ranged from $250 to $195,000, with a median grant of $1,000; 80% of grant dollars went to recipients in New York. It accepts applications in any form with no deadlines or award restrictions; contact Mark S. Comora.

Philanthropy, Voluntarism & Grantmaking

Assets

$1.0M

Grants

27

Total Given

$305K

Minnesota Humanities Center

St Paul, MN

Minnesota Humanities Center funds humanities, cultural heritage, education, and public programming projects, including work by individuals and organizations across Minnesota. Its 2025 grants ranged from $5,885 to $563,780, with a median of $43,700; the available information does not state whether it accepts unsolicited requests.

Assets

$44.0M

Grants

115

Total Given

$8.0M

Christian Community Foundation Inc

Colorado Springs, CO

WaterStone funds charitable and educational efforts, especially direct Christian ministries, through donor-recommended grants to eligible U.S. and international nonprofits whose missions align with its Statement of Faith. Its 2025 grants had a median of $20,000, though amounts varied widely; it does not state whether it accepts unsolicited requests, and grants are recommended by donors.

Philanthropy, Voluntarism & Grantmaking

Assets

$746.4M

Grants

1,651

Total Given

$161.8M

Holzhueter Foundation

Mankato, MN

Assets

$715K

Grants

8

Total Given

$56K

Enterprise Community Partners Inc

Columbia, MD

Enterprise Community Partners funds affordable housing and community development, including housing access and resilience, partner capacity, resident services, and community infrastructure, nationwide. Its 2025 grants had a median of $45,000, though awards ranged from $5,500 to $13.6 million.

Community Improvement & Capacity Building

Assets

$941.1M

Grants

347

Total Given

$61.8M

New York Landmarks Conservancy Inc

New York, NY

The Conservancy funds preservation and restoration of historic buildings, including work by congregations and nonprofits; it also offers low-interest loans for restoration projects in New York City. Its 2024 grants ranged from $6,000 to $104,847, with a median of $15,000, and all reported grant dollars went to New York State recipients. The profile does not state whether it accepts unsolicited requests.

Assets

$25.0M

Grants

40

Total Given

$852K

The Reh Family Foundation

Fishers, NY

Assets

$4.7M

Grants

22

Total Given

$213K

Erie Community Foundation

Erie, PA

The Erie Community Foundation funds health, education, arts and culture, human services, economic growth, and neighborhood and community development in Erie County, Pennsylvania. Its 2024 grants had a median of about $24,000; current programs offer up to $50,000 through Helping Today and $50,000–$250,000 through Shaping Tomorrow, and both have application deadlines, while Transformational Grants are by invitation only.

Assets

$385.7M

Grants

373

Total Given

$24.4M

The Foundation for Enhancing Communities

Harrisburg, PA

The Foundation for Enhancing Communities funds nonprofit work across areas including health and human services, education, arts and culture, community development, workforce development, mental health, and the environment, with priorities varying by grant opportunity and service area. In 2025, its grants ranged from $5,001 to $1,238,450, with a median of $12,996; most funding went to Pennsylvania, though recipients in other states also received grants. It offers competitive grant opportunities with online applications, but the profile does not say whether it accepts unsolicited requests.

Human Services

Assets

$161.0M

Grants

285

Total Given

$7.7M

Anne & Philip Glatfelter III Family

Hershey, PA

The Anne & Philip Glatfelter III Family Foundation supports arts and culture, education, religious organizations, and community-serving groups, primarily in Pennsylvania, where 99% of its 2025 grant dollars went. Its 87 grants ranged from $2,500 to $65,000, with a median of $15,000. It does not limit giving to preselected organizations; an application form is available from the foundation upon request.

Assets

$18.7M

Grants

87

Total Given

$1.6M

Publix Super Markets Charities Inc

Lakeland, FL

Publix Super Markets Charities supports nonprofits addressing hunger, homelessness and housing, youth, education, and community needs in Florida, Georgia, Alabama, North Carolina, South Carolina, Tennessee, Virginia, and Kentucky. Its 2024 median grant was $2,500, though awards ranged widely; it accepts online requests from eligible organizations, with application periods varying by program.

Assets

$233.8M

Grants

3,269

Total Given

$52.5M

The Community Foundation for

Jacksonville, FL

The Community Foundation for Northeast Florida supports nonprofits and civic work in Duval, St. Johns, Nassau, Baker, Clay, and Putnam counties, with interests including neighborhoods, education, aging adults, arts, women and girls, young children, and early literacy. Its 2024 grants had a median of $5,000, though amounts varied widely; most donor-advised grants are not open to applications, but eligible nonprofits can apply through competitive programs when application windows are open.

Philanthropy, Voluntarism & Grantmaking

Assets

$708.7M

Grants

2,470

Total Given

$78.0M

More Funders in Florida

Allen Shaffer Charitable Trust down — hundreds of funders to go?

Want AI to do this for you?