Russell Shertzer Tr Uw 3 Fbo Frey Vi
Russell Shertzer Tr Uw 3 Fbo Frey Vi is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LANCASTER, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $849K in total assets. In 2024, it awarded 1 grants totaling $23K. Net investment income was $52K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$849K
+3.8% YoY
Annual Giving
$23K
-51.6% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$23K
-51.6% YoY
About Russell Shertzer Tr Uw 3 Fbo Frey Vi
Based on IRS filings
Russell Shertzer Tr Uw 3 Fbo Frey Vi is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LANCASTER, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $849K in total assets. In 2024, it awarded 1 grants totaling $23K. Net investment income was $52K.
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 | $848,939 | $818,239 | $839,193 |
| Revenue | $64,084 | $36,812 | $41,477 |
| Expenses | $34,377 | $57,477 | $65,376 |
| Qualifying Distributions | $22,500 | $46,448 | $53,212 |
| Net Investment Income | $52,470 | $26,102 | $30,159 |
| Distributable Amount | $48,774 | $44,988 | $46,448 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| FULTON BANK NA | TRUSTEE | — | $11,452 |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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