Charlotte L Shuey Fbo Dauphin Co

HERSHEY, PA EIN: 25-6857874

Charlotte L Shuey Fbo Dauphin Co is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HERSHEY, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $212K in total assets. In 2024, it awarded 1 grants totaling $12K. Net investment income was $21K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$212K

+3.6% YoY

Annual Giving

$12K

+22.8% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$12K

+22.8% YoY

Under IRS private-foundation payout rules, Charlotte L Shuey Fbo Dauphin Co reported a distributable amount of $11K for 2024 — the minimum it must pay out in qualifying distributions.

About Charlotte L Shuey Fbo Dauphin Co

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

Ready to take the next step with Charlotte L Shuey Fbo Dauphin Co?

Assess fit for your org Draft an LOI Find open RFPs

Geographic Focus

Where this funder awards grants

Grant Distribution by State

Pennsylvania $48K (100%)

States

Pennsylvania

Cities

Harrisburg

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$212,292	$204,864	$198,884
Revenue	$22,751	$18,581	$10,153
Expenses	$15,323	$12,601	$13,835
Qualifying Distributions	$12,893	$10,692	$11,438
Net Investment Income	$20,666	$16,672	$8,161
Distributable Amount	$11,404	$10,595	$10,643

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 Dauphin County Library System ($11,622).

Recipient	Purpose	Amount
DAUPHIN COUNTY LIBRARY SYSTEM HARRISBURG, PA	EDUCATIONAL	$11,622

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
BRYN MAWR TRUST CO	TRUSTEE	2	$2,606

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Charlotte L Shuey Fbo Dauphin Co?

Charlotte L Shuey Fbo Dauphin Co is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HERSHEY, PA. It holds $212K in total assets as of 2024.

How large is Charlotte L Shuey Fbo Dauphin Co?

As of 2024, Charlotte L Shuey Fbo Dauphin Co holds $212K in total assets with $23K in annual revenue. It awarded 1 grants totaling $12K in 2024.

Where does Charlotte L Shuey Fbo Dauphin Co operate?

Charlotte L Shuey Fbo Dauphin Co has awarded grants in Pennsylvania.

What size grants does Charlotte L Shuey Fbo Dauphin Co award?

In 2024, Charlotte L Shuey Fbo Dauphin Co awarded 1 grants totaling $12K — an average of about $12K per grant, based on its IRS Form 990 filings.

How much is Charlotte L Shuey Fbo Dauphin Co required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Charlotte L Shuey Fbo Dauphin Co reported a distributable amount of $11K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Charlotte L Shuey Fbo Dauphin Co's EIN?

Charlotte L Shuey Fbo Dauphin Co's EIN (Employer Identification Number) is 25-6857874. IRS Form 990 filing data is available on this page for 2020–2024.