Russell Shertzer Tr Uw 3 FBO Frey VI
Russell Shertzer Tr Uw 3 FBO Frey VI is a private foundation, based in Lancaster, PA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $891K in total assets. Net investment income was $44K.
Russell Shertzer Tr Uw 3 FBO Frey VI at a glance
- Total assets
- $891,105
- +5.0% vs 2024
- Revenue (2025)
- $56,603
- -11.7% vs 2024
- Net investment income (2025)
- $44,425
- -15.3% vs 2024
- Expenses (2025)
- $13,307
- -61.3% vs 2024
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Russell Shertzer Tr Uw 3 FBO Frey VI funds
How this funder distributes its grants
Grant Size Distribution
4 grants across all recorded years
The most common grant size was under $50K: 3 grants of 4 (75%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
How Russell Shertzer Tr Uw 3 FBO Frey VI gives
- Giving fell 52% from 2021 to 2024. Method
- In 2024 it paid out 46% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $23K (2024) to $53K (2022). In 2024 it made 1 grant totaling $23K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Diakon Lutheran Social Ministries Middletown, PA | Operations | $22,500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $891,105 | $56,603 | $13,307 | — | — | — | $44,425 | $52,432 |
| 2024 | $848,939 | $64,084 | $34,377 | $22,500 | 1 | $22,500 | $52,470 | $48,774 |
| 2023 | $818,239 | $36,812 | $57,477 | $46,448 | 1 | $46,448 | $26,102 | $44,988 |
| 2022 | $839,193 | $41,477 | $65,376 | $53,212 | 1 | $53,212 | $30,159 | $46,448 |
| 2021 | $863,789 | $49,326 | $58,753 | $46,414 | 1 | $46,414 | $36,987 | $53,212 |
| 2020 | $873,289 | $17,488 | $55,143 | $46,481 | 1 | — | $12,591 | $46,414 |
Under IRS private-foundation payout rules, Russell Shertzer Tr Uw 3 FBO Frey VI reported a distributable amount of $52K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Russell Shertzer Tr Uw 3 FBO Frey VI's only listed officer is Fulton Bank NA, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Fulton Bank NA
Trustee
On filings since 2020
$8K (2020) → $12K (2025)
Former officers (1)
- Former: Donald Pancake (2020) — Trustee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $12K, to Fulton Bank NA (Trustee).
Frequently asked questions about Russell Shertzer Tr Uw 3 FBO Frey VI
How large is Russell Shertzer Tr Uw 3 FBO Frey VI?
Russell Shertzer Tr Uw 3 FBO Frey VI reported $891K in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $57K.
Where does Russell Shertzer Tr Uw 3 FBO Frey VI operate?
Russell Shertzer Tr Uw 3 FBO Frey VI has awarded grants in Pennsylvania.
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 2025, Russell Shertzer Tr Uw 3 FBO Frey VI reported a distributable amount of $52K 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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
- IRS filings on file for fiscal years 2020–2024
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