Russell Shertzer Tr Uw 3 Fbo Frey Vi

LANCASTER, PA EIN: 25-6512160

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

+0.0% YoY

Avg Grant Size

$23K

-51.6% YoY

Under IRS private-foundation payout rules, Russell Shertzer Tr Uw 3 Fbo Frey Vi reported a distributable amount of $49K for 2024 — the minimum it must pay out in qualifying distributions.

About Russell Shertzer Tr Uw 3 Fbo Frey Vi

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Pennsylvania $215K (100%)

States

Pennsylvania

Cities

Middletown

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Among its reported 2024 grants, the largest include Diakon Lutheran Social Ministries ($22,500).

Recipient	Purpose	Amount
DIAKON LUTHERAN SOCIAL MINISTRIES MIDDLETOWN, PA	OPERATIONS	$22,500

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

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is 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. It holds $849K in total assets as of 2024.

How large is Russell Shertzer Tr Uw 3 Fbo Frey Vi?

As of 2024, Russell Shertzer Tr Uw 3 Fbo Frey Vi holds $849K in total assets with $64K in annual revenue. It awarded 1 grants totaling $23K in 2024.

Where does Russell Shertzer Tr Uw 3 Fbo Frey Vi operate?

Russell Shertzer Tr Uw 3 Fbo Frey Vi has awarded grants in Pennsylvania.

What size grants does Russell Shertzer Tr Uw 3 Fbo Frey Vi award?

In 2024, Russell Shertzer Tr Uw 3 Fbo Frey Vi awarded 1 grants totaling $23K — an average of about $23K per grant, based on its IRS Form 990 filings.

How much is Russell Shertzer Tr Uw 3 Fbo Frey Vi required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Russell Shertzer Tr Uw 3 Fbo Frey Vi reported a distributable amount of $49K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Russell Shertzer Tr Uw 3 Fbo Frey Vi's EIN?

Russell Shertzer Tr Uw 3 Fbo Frey Vi's EIN (Employer Identification Number) is 25-6512160. IRS Form 990 filing data is available on this page for 2020–2024.