P a Staples Testamentary Trust

HERSHEY, PA EIN: 23-6242753

P a Staples Testamentary Trust is a private foundation, based in HERSHEY, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $253K in total assets. In 2024, it awarded 9 grants totaling $10K. Net investment income was $22K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$253K

+4.3% YoY

Annual Giving

$10K

+28.9% YoY

Grant Count

+28.6% YoY

Avg Grant Size

$1K

+0.2% YoY

Under IRS private-foundation payout rules, P a Staples Testamentary Trust reported a distributable amount of $14K for 2024 — the minimum it must pay out in qualifying distributions.

About P a Staples Testamentary Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Pennsylvania $42K (100%)

States

Pennsylvania

Cities

EnolaHarrisburgHersheyMechanicsburgMt GretnaPottsville

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$252,654	$242,247	$240,092
Revenue	$24,530	$14,041	$15,185
Expenses	$14,123	$11,886	$9,917
Qualifying Distributions	$11,755	$9,364	$7,579
Net Investment Income	$22,162	$11,900	$12,998
Distributable Amount	$13,880	$12,730	$12,627

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2024

Grant Size Distribution

37 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Hershey- Derry Township Historical Society ($1,500), New Birth of Freedom Council Bsa ($1,500), United Way of the Capital Region ($1,500).

Recipient	Purpose	Amount
HERSHEY- DERRY TOWNSHIP HISTORICAL SOCIETY HERSHEY, PA	CHARITABLE USE	$1,500
HERSHEY FOOD BANK HERSHEY, PA	CHARITABLE USE	$1,000
HERSHEY SYMPHONY ORCHESTRA HERSHEY, PA	CHARITABLE USE	$800
LEADER CENTER FOR ACTIVE LIFE HERSHEY, PA	CHARITABLE USE	$1,000
NATIVITY SCHOOL OF HARRISBURG HARRISBURG, PA	CHARITABLE USE	$850
NEW BIRTH OF FREEDOM COUNCIL BSA MECHANICSBURG, PA	CHARITABLE USE	$1,500
SCHUYLKILL AREA COMMUNITY FOUNDATION POTTSVILLE, PA	CHARITABLE USE	$250
UNITED WAY OF THE CAPITAL REGION ENOLA, PA	CHARITABLE USE	$1,500
WILLIAM E DEARDEN FOUNDATION HERSHEY, PA	CHARITABLE USE	$1,200

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	$3,158

Frequently Asked Questions

How large is P a Staples Testamentary Trust?

As of 2024, P a Staples Testamentary Trust holds $253K in total assets with $25K in annual revenue. It awarded 9 grants totaling $10K in 2024.

Where does P a Staples Testamentary Trust operate?

P a Staples Testamentary Trust has awarded grants in Pennsylvania.

What size grants does P a Staples Testamentary Trust award?

In 2024, P a Staples Testamentary Trust awarded 9 grants totaling $10K — an average of about $1K per grant, based on its IRS Form 990 filings.

How much is P a Staples Testamentary Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, P a Staples Testamentary Trust reported a distributable amount of $14K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is P a Staples Testamentary Trust's EIN?

P a Staples Testamentary Trust's EIN (Employer Identification Number) is 23-6242753. IRS Form 990 filing data is available on this page for 2020–2024.