Melvin R and Irene M Sheffer Trust Under Ag

Private foundation · Grantmaker Shippensburg, PA EIN: 30-6031261

Melvin R and Irene M Sheffer Trust Under Ag is a private foundation, based in Shippensburg, PA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $750K in total assets. In 2025, it awarded 1 grant totaling $35K. Net investment income was $65K.

Melvin R and Irene M Sheffer Trust Under Ag at a glance

In short: Melvin R and Irene M Sheffer Trust Under Ag gave $35K across 1 grant in 2025 (avg $35K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$35,395
+7.4% vs 2024
Grants made (2025)
1
-83.3% vs 2024
Average grant
$35,395
+544.6% vs 2024
Median grant
$35,395
Total assets
$750,419
+2.7% 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 Melvin R and Irene M Sheffer Trust Under Ag funds

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Annual Charities See Attached Statement: $35KAnnual Charities See AttachedStatement$35K

The largest 2025 recipient was Annual Charities See Attached Statement ($35K).

Grant Size Distribution

25 grants across all recorded years

25<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 25 grants of 25 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

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

Cities

Chevy ChaseIrvingNew YorkWashingtonWest NyackYorkShippensburg

How Melvin R and Irene M Sheffer Trust Under Ag gives

  • Giving held roughly steady from 2022 to 2025 (−11%). Method
  • In 2025 it paid out 103% of its IRS minimum distribution (the 5% rule). 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$40K6 grants2020 6 grants2021 6 grants2022 6 grants2023 6 grants2024 1 grant2025

From 2020 to 2025, annual grant giving ranged from $33K (2024) to $40K (2022). In 2025 it made 1 grant totaling $35K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Annual Charities See Attached Statement Shippensburg, PAContributions$35,395
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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$750,419$71,468$50,060$35,3951$42,198$64,721$41,031
2024$731,011$65,573$46,462$32,9466$32,946$52,583$40,660
2023$711,600$42,023$47,109$34,1946$37,692$29,708$35,880
2022$716,951$55,976$53,525$39,8166$43,556$42,833$39,504
2021$714,958$59,282$49,310$34,6686$41,836$44,640$45,791
2020$704,611$42,954$49,276$35,9496—$29,694$40,194

Under IRS private-foundation payout rules, Melvin R and Irene M Sheffer Trust Under Ag reported a distributable amount of $41K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Melvin R and Irene M Sheffer Trust Under Ag's only listed officer is Orrstown Bank, Trustee on the 2025 filing (compensated).

Officers on the 2025 filing

  • Orrstown Bank

    Trustee

    New on the 2025 filing

    2 hrs/week

    $13K (2025)

Former officers (2)
  • Former: Peoplesbank (2021–2024) — Trustee
  • Former: People Bank (2020) — Trustee

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

Orrstown Bank — Trustee: $13KOrrstown BankTrustee$13K

The highest reported compensation on the 2025 filing was $13K, to Orrstown Bank (Trustee).

Frequently asked questions about Melvin R and Irene M Sheffer Trust Under Ag

How much does Melvin R and Irene M Sheffer Trust Under Ag give each year?

Melvin R and Irene M Sheffer Trust Under Ag gave $35K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $33K across 6 grants.

How large is Melvin R and Irene M Sheffer Trust Under Ag?

Melvin R and Irene M Sheffer Trust Under Ag reported $750K in total assets on its 2025 IRS Form 990-PF. It paid out $42K in qualifying distributions that year, against a required minimum of $41K (roughly 5% of its investment assets).

Where does Melvin R and Irene M Sheffer Trust Under Ag operate?

Melvin R and Irene M Sheffer Trust Under Ag has awarded grants in District of Columbia, Maryland, New York, Pennsylvania, Texas.

What is Melvin R and Irene M Sheffer Trust Under Ag's EIN?

Melvin R and Irene M Sheffer Trust Under Ag's EIN (Employer Identification Number) is 30-6031261. IRS Form 990 filing data is available on this page for 2020–2025.

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

Data update history

(7)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 11, 2026)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 9, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 11, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 11, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 13, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 2, 2025)
  7. IRS filings on file for fiscal years 2020–2025

Live grants for the work Melvin R and Irene M Sheffer Trust Under Ag funds

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

Figures come from Melvin R and Irene M Sheffer Trust Under Ag'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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