F & O Shortlidge Charitable Trust
F & O Shortlidge Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PENNINGTON, NJ. IRS filing data is available from 2020 through 2023. As of 2023, the organization holds $885K in total assets. In 2023, it awarded 11 grants totaling $38K. Net investment income was $15K.
Financial Overview
From 2023 IRS Form 990-PF · View filing
Total Assets
$885K
-2.3% YoY
Annual Giving
$38K
+7.6% YoY
Grant Count
11
-15.4% YoY
Avg Grant Size
$3K
+27.2% YoY
Under IRS private-foundation payout rules, F & O Shortlidge Charitable Trust reported a distributable amount of $48K for 2023 — the minimum it must pay out in qualifying distributions.
About F & O Shortlidge Charitable Trust
Based on IRS filings
F & O Shortlidge Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PENNINGTON, NJ. IRS filing data is available from 2020 through 2023. As of 2023, the organization holds $885K in total assets. In 2023, it awarded 11 grants totaling $38K. Net investment income was $15K.
Focus Areas
Ready to take the next step with F & O Shortlidge Charitable Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2023 | 2022 | 2021 |
|---|---|---|---|
| Total Assets | $885,400 | $906,033 | $1,009,430 |
| Revenue | $31,412 | $-72,363 | $385,866 |
| Expenses | $51,477 | $66,891 | $53,931 |
| Qualifying Distributions | $44,146 | $47,254 | $49,002 |
| Net Investment Income | $15,315 | $9,474 | $380,764 |
| Distributable Amount | $48,037 | $49,906 | $51,555 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2023
Grant Size Distribution
50 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2023 grants, the largest include Save the Children Federation Inc ($8,500), Doctors Without Borders ($7,713), World Central Kitchen ($4,000).
| Recipient | Purpose | Amount |
|---|---|---|
| FRIENDS OF FELINES AVON, NC | UNRESTRICTED GENERAL | $1,500 |
| SAVE THE CHILDREN FEDERATION INC FAIRFIELD, CT | TURKEY AND SYRIA EARTHQUAKE | $8,500 |
| PLANNED PARENTHOOD FEDERATION NEW YORK, NY | "SHARE MY GIFT" | $3,715 |
| DOCTORS WITHOUT BORDERS NEW YORK, NY | RELIEF EFFORTS IN GAZA | $7,713 |
| WORLD CENTRAL KITCHEN WASHINGTON, DC | UNRESTRICTED GENERAL | $4,000 |
| SHRINERS HOSPITAL FOR CHILDREN TAMPA, FL | UNRESTRICTED GENERAL | $600 |
| PHOENIXVILLE WOMENS OUTREACH PHOENIXVILLE, PA | UNRESTRICTED GENERAL | $3,500 |
| SAMARITAN'S PURSE BOONE, NC | OPERATION CHRISTMAS CHILD | $2,000 |
| NORTHWEST HARVEST SEATTLE, WA | UNRESTRICTED GENERAL | $1,000 |
| MAUI UNITED WAY INC WAILUKU, HI | MAUI FIRE DISASTER RELIEF | $2,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2023 IRS filing
From 2023 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ORVILLE R SURLA | TRUSTEE | 1 | — |
| CATHERINE SURLA | TRUSTEE | 1 | — |
| JOHANNA E SURLA | TRUSTEE | 1 | — |
| MARYANNE F SURLA | TRUSTEE | 1 | — |
| LILIANA ARNOLD | TRUSTEE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is F & O Shortlidge Charitable Trust?
F & O Shortlidge Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PENNINGTON, NJ. It holds $885K in total assets as of 2023.
How large is F & O Shortlidge Charitable Trust?
As of 2023, F & O Shortlidge Charitable Trust holds $885K in total assets with $31K in annual revenue. It awarded 11 grants totaling $38K in 2023.
Where does F & O Shortlidge Charitable Trust operate?
F & O Shortlidge Charitable Trust has awarded grants in California, Connecticut, District of Columbia, Florida, Hawaii, Illinois, North Carolina, New York, Oregon, Pennsylvania, Virginia, Washington.
What size grants does F & O Shortlidge Charitable Trust award?
In 2023, F & O Shortlidge Charitable Trust awarded 11 grants totaling $38K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is F & O Shortlidge Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2023, F & O Shortlidge Charitable Trust reported a distributable amount of $48K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is F & O Shortlidge Charitable Trust's EIN?
F & O Shortlidge Charitable Trust's EIN (Employer Identification Number) is 25-6882802. IRS Form 990 filing data is available on this page for 2020–2023.
Explore Open Grants
Browse active grant opportunities in F & O Shortlidge Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.