O Evans and Lonella H Shipman Memorial Trust
O Evans and Lonella H Shipman Memorial Trust is a private foundation focused on Religion Related, based in BLOOMSBURG, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $138K in total assets. In 2024, it awarded 4 grants totaling $7K. Net investment income was $9K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$138K
+0.7% YoY
Annual Giving
$7K
-7.7% YoY
Grant Count
4
+0.0% YoY
Avg Grant Size
$2K
-7.7% YoY
Under IRS private-foundation payout rules, O Evans and Lonella H Shipman Memorial Trust reported a distributable amount of $9K for 2024 — the minimum it must pay out in qualifying distributions.
About O Evans and Lonella H Shipman Memorial Trust
Based on IRS filings
O Evans and Lonella H Shipman Memorial Trust is a private foundation focused on Religion Related, based in BLOOMSBURG, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $138K in total assets. In 2024, it awarded 4 grants totaling $7K. Net investment income was $9K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $137,666 | $136,665 | $139,761 |
| Revenue | $10,535 | $7,145 | $9,422 |
| Expenses | $9,533 | $10,237 | $10,824 |
| Qualifying Distributions | $8,251 | $8,815 | $9,471 |
| Net Investment Income | $9,253 | $5,953 | $8,200 |
| Distributable Amount | $8,670 | $8,100 | $8,418 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
Grant Size Distribution
20 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include First Presbyterian Church ($4,449), Geisinger Bloomsburg Hospital ($1,483), Bloomsburg Town Park Improvement Assoc ($742).
| Recipient | Purpose | Amount |
|---|---|---|
| GEISINGER BLOOMSBURG HOSPITAL DANVILLE, PA | GENERAL SUPPORT | $1,483 |
| BLOOMSBURG TOWN PARK IMPROVEMENT ASSOC BLOOMSBURG, PA | GENERAL SUPPORT | $742 |
| FIRST PRESBYTERIAN CHURCH BLOOMSBURG, PA | GENERAL SUPPORT | $4,449 |
| BLOOMSBURG PUBLIC LIBRARY BLOOMSBURG, PA | GENERAL SUPPORT | $742 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JOURNEY BANK | TRUSTEE | 2 | $1,779 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
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 Related, based in BLOOMSBURG, PA. It holds $138K in total assets as of 2024.
How large is O Evans and Lonella H Shipman Memorial Trust?
As of 2024, O Evans and Lonella H Shipman Memorial Trust holds $138K in total assets with $11K in annual revenue. It awarded 4 grants totaling $7K in 2024.
Where does O Evans and Lonella H Shipman Memorial Trust operate?
O Evans and Lonella H Shipman Memorial Trust has awarded grants in Pennsylvania.
What size grants does O Evans and Lonella H Shipman Memorial Trust award?
In 2024, O Evans and Lonella H Shipman Memorial Trust awarded 4 grants totaling $7K — an average of about $2K per grant, based on its IRS Form 990 filings.
How much is O Evans and Lonella H Shipman Memorial Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, O Evans and Lonella H Shipman Memorial Trust reported a distributable amount of $9K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.