Richard B Shorten Family Foundation

FREDERICK, MD EIN: 82-2237275

Richard B Shorten Family Foundation is a private foundation focused on Public, Societal Benefit, based in FREDERICK, MD. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.9M in total assets. In 2024, it awarded 4 grants totaling $80K. Net investment income was $1.9M.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.9M

+108437.1% YoY

Annual Giving

$80K

Grant Count

4

Avg Grant Size

$20K

Under IRS private-foundation payout rules, Richard B Shorten Family Foundation reported a distributable amount of $42K for 2024 — the minimum it must pay out in qualifying distributions.

About Richard B Shorten Family Foundation

Based on IRS filings

Richard B Shorten Family Foundation is a private foundation focused on Public, Societal Benefit, based in FREDERICK, MD. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.9M in total assets. In 2024, it awarded 4 grants totaling $80K. Net investment income was $1.9M.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Frederick

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$3M$4M$5M20202021202220232024
Metric202420232022
Total Assets$2,895,770$2,668$2,686
Revenue$4,805,832
Expenses$93,727$18$147
Qualifying Distributions$80,000$18$147
Net Investment Income$1,937,470
Distributable Amount$42,394$132$136

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K$80K0 grants20200 grants20210 grants20220 grants20234 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

FREDERICK RESCUE MISSION…$20KHEARTLY HOUSE INC$20KFREDERICK HEALTH HOSPICE…$20KSUPPORTING OLDER ADULTS …$20K

Grant Size Distribution

4 grants across all recorded years

4<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Frederick Rescue Mission Inc ($20,000), Heartly House Inc ($20,000), Frederick Health Hospice Inc ($20,000).

RecipientPurposeAmount
FREDERICK RESCUE MISSION INC FREDERICK, MDSUPPORT YOUTH CAMPS/OUTREACH PROGRAM$20,000
HEARTLY HOUSE INC FREDERICK, MDUNRESTRICTED PROGRAM SUPPORT$20,000
FREDERICK HEALTH HOSPICE INC FREDERICK, MDUNRESTRICTED PROGRAM SUPPORT$20,000
SUPPORTING OLDER ADULTS THROUGH RESOURCES INC FREDERICK, MDUNRESTRICTED PROGRAM SUPPORT$20,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
RICHARD SHORTENDIRECTOR1
MICHAEL A MCGINLEYDIRECTOR1
CRISTINE LOVETRODIRECTOR1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Richard B Shorten Family Foundation?

Richard B Shorten Family Foundation is a private foundation focused on Public, Societal Benefit, based in FREDERICK, MD. It holds $2.9M in total assets as of 2024.

How large is Richard B Shorten Family Foundation?

As of 2024, Richard B Shorten Family Foundation holds $2.9M in total assets with $4.8M in annual revenue. It awarded 4 grants totaling $80K in 2024.

Where does Richard B Shorten Family Foundation operate?

Richard B Shorten Family Foundation has awarded grants in Maryland.

What size grants does Richard B Shorten Family Foundation award?

In 2024, Richard B Shorten Family Foundation awarded 4 grants totaling $80K — an average of about $20K per grant, based on its IRS Form 990 filings.

How much is Richard B Shorten Family Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Richard B Shorten Family Foundation reported a distributable amount of $42K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Richard B Shorten Family Foundation's EIN?

Richard B Shorten Family Foundation's EIN (Employer Identification Number) is 82-2237275. 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.

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