O Evans and Lonella H Shipman Memorial Trust
O Evans and Lonella H Shipman Memorial Trust is a private foundation focused on religion, based in Bloomsburg, PA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $140K in total assets. In 2025, it awarded 4 grants totaling $8K. Net investment income was $12K.
O Evans and Lonella H Shipman Memorial Trust at a glance
In short: O Evans and Lonella H Shipman Memorial Trust gave $8K across 4 grants in 2025 (avg $2K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $7,821
- +5.5% vs 2024
- Grants made (2025)
- 4
- +0.0% vs 2024
- Average grant
- $1,955
- +5.5% vs 2024
- Median grant
- $1,173
- Total assets
- $140,316
- +1.9% 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 O Evans and Lonella H Shipman Memorial Trust funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was First Presbyterian Church ($5K). Together the top 4 received $8K.
Grant Size Distribution
20 grants across all recorded years
The most common grant size was under $50K: 20 grants of 20 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
States
Cities
How O Evans and Lonella H Shipman Memorial Trust gives
- Giving held roughly steady from 2022 to 2025 (−10%). Method
- In 2025 it paid out 96% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $6K (2020) to $9K (2022). In 2025 it made 4 grants totaling $8K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| First Presbyterian Church Bloomsburg, PA | General Support | $4,693 |
| Geisinger Bloomsburg Hospital Danville, PA | General Support | $1,564 |
| Bloomsburg Town Park Improvement Assoc Bloomsburg, PA | General Support | $782 |
| Bloomsburg Public Library Board of Directors Bloomsburg, PA | General Support | $782 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $140,316 | $12,883 | $10,232 | $7,821 | 4 | $8,687 | $11,565 | $9,091 |
| 2024 | $137,666 | $10,535 | $9,533 | $7,416 | 4 | $8,251 | $9,253 | $8,670 |
| 2023 | $136,665 | $7,145 | $10,237 | $8,037 | 4 | $8,815 | $5,953 | $8,100 |
| 2022 | $139,761 | $9,422 | $10,824 | $8,653 | 4 | $9,471 | $8,200 | $8,418 |
| 2021 | $141,163 | $10,495 | $9,427 | $7,164 | 4 | $8,035 | $9,042 | $9,208 |
| 2020 | $140,096 | $7,173 | $7,871 | $5,931 | 4 | — | $6,045 | $7,933 |
Under IRS private-foundation payout rules, O Evans and Lonella H Shipman Memorial Trust reported a distributable amount of $9K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
O Evans and Lonella H Shipman Memorial Trust's only listed officer is Journey Bank, Trustee on every filing since 2023 (compensated).
Officers on the 2025 filing
Journey Bank
Trustee
On filings since 2023
2 hrs/week
$2K (2023) → $2K (2025)
Former officers (1)
- Former: First Columbia Bank Trust (2020–2022) — 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
The highest reported compensation on the 2025 filing was $2K, to Journey Bank (Trustee).
Frequently asked questions about O Evans and Lonella H Shipman Memorial Trust
How much does O Evans and Lonella H Shipman Memorial Trust give each year?
O Evans and Lonella H Shipman Memorial Trust gave $8K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $7K across 4 grants.
What is O Evans and Lonella H Shipman Memorial Trust's typical grant size?
O Evans and Lonella H Shipman Memorial Trust's median grant in 2025 was $1,173, and its average grant was $1,955, across 4 grants on its 2025 IRS Form 990-PF.
Where does O Evans and Lonella H Shipman Memorial Trust give grants?
O Evans and Lonella H Shipman Memorial Trust gives mostly in Pennsylvania: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Bloomsburg, PA (3 grants).
Does O Evans and Lonella H Shipman Memorial Trust give general operating support?
Yes: 100% of O Evans and Lonella H Shipman Memorial Trust's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is O Evans and Lonella H Shipman Memorial Trust?
O Evans and Lonella H Shipman Memorial Trust reported $140K in total assets on its 2025 IRS Form 990-PF. It paid out $9K in qualifying distributions that year, against a required minimum of $9K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is O Evans and Lonella H Shipman Memorial Trust?
O Evans and Lonella H Shipman Memorial Trust is a private foundation focused on religion, based in Bloomsburg, PA. It holds $140K in total assets as of 2025.
What is O Evans and Lonella H Shipman Memorial Trust's EIN?
O Evans and Lonella H Shipman Memorial Trust's EIN (Employer Identification Number) is 23-7697518. 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
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 12, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS September 22, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 8, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 6, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 5, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 1, 2026)
- IRS filings on file for fiscal years 2020–2024
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