Shafer Family Charitable Trust
Shafer Family Charitable Trust is a private foundation, based in Bethlehem, PA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.4M in total assets. In 2025, it awarded 20 grants totaling $78K. Net investment income was $65K.
Key facts about Shafer Family Charitable Trust
In short: Shafer Family Charitable Trust gave $78K across 20 grants in 2025 (avg $4K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.
- EIN
- 23-6952392
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $78,000
- Grants made (2025)
- 20
- Average grant
- $3,900
- Median grant
- $4,000
- Total assets
- $1,429,026
- Primary geography
- Pennsylvania (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.4M
+0.2% YoY
Annual Giving
$78K
-3.1% YoY
Grant Count
20
-4.8% YoY
Avg Grant Size
$4K
+1.7% YoY
Under IRS private-foundation payout rules, Shafer Family Charitable Trust reported a distributable amount of $36K for 2025 — the minimum it must pay out in qualifying distributions.
How Shafer Family Charitable Trust gives
- 95% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+7%). Method
- In 2025 it paid out 218% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 20 itemized 2025 grant dollars.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
106 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| CHILDREN'S HOME OF EASTON Easton, PA | FOR PURPOSE OF COMPASSIONATE CARE FD | $8,000 |
| ALBRIGHTSVILLE VOLUNTEER FIRE CO Albrightsville, PA | FOR SUPPORT OF FIRE SERVICES | $7,000 |
| EPWORTH UNITED METHODIST CHURCH Bethlehem, PA | FOR CHURCH ASSISTANCE PROGRAMS | $6,000 |
| MASONIC CHARITIES FUND Elizabethtown, PA | FOR PURPOSE OF COMPASSIONATE CARE FD | $5,000 |
| MASONIC CHARITIES FUND Elizabethtown, PA | FOR COMPASSIONATE CARE FUND | $5,000 |
| ST JOHN'S LUTHERAN CHURCH Nazareth, PA | FOR CHURCH ASSISTANCE PROGRAMS | $5,000 |
| THE STATE THEATRE Easton, PA | FOR COMMUNITY THEATRE PROGRAMS | $5,000 |
| MORAVIAN VILLAGE OF BETHLEHEM Bethlehem, PA | FOR SENIOR ASSISTANCE PROGRAMS | $5,000 |
| VISITING NURSE ASSOC OF BETHLEHEM Bethlehem, PA | FOR PURPOSE OF SENIOR CARE PROGRAMS | $5,000 |
| LEHIGH VALLEY ZOO Schnecksville, PA | FOR PURPOSE OF ZOO PROGRAMS | $4,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,429,026 | $1,426,260 | $1,434,203 |
| Revenue | $93,474 | $84,323 | $131,954 |
| Expenses | $90,708 | $92,266 | $76,384 |
| Qualifying Distributions | $79,525 | $82,000 | $73,278 |
| Net Investment Income | $65,470 | $67,651 | $38,996 |
| Distributable Amount | $36,458 | $36,293 | $68,711 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 7, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 27, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 25, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 1, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS June 5, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 7, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 7, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 7, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 27, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 25, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 1, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS June 5, 2024)
Leadership & Key People
Officers and directors from IRS filings
Shafer Family Charitable Trust's 2025 filing lists 4 officers; none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
Bruce B. Shafer
Trustee
On filings since 2023
No compensation reported
Dolores E. Shafer
Trustee
On filings since 2023
No compensation reported
Linda L. Shafer
Trustee
On filings since 2023
No compensation reported
Susan E. Bartholomew
Trustee
On filings since 2023
No compensation reported
Former officers (2)
- Former: Truist Bank (2021–2022) — Trustee
- Former: Branch Banking and Trust Co (2019–2020) — Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Shafer Family Charitable Trust
How much does Shafer Family Charitable Trust give each year?
Shafer Family Charitable Trust gave $78K across 20 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $81K across 21 grants.
What is Shafer Family Charitable Trust's typical grant size?
Shafer Family Charitable Trust's median grant in 2025 was $4,000, and its average grant was $3,900, across 20 grants on its 2025 IRS Form 990-PF.
Where does Shafer Family Charitable Trust give grants?
Shafer Family Charitable Trust gives mostly in Pennsylvania: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Bethlehem, PA (6 grants), Easton, PA (3 grants), Elizabethtown, PA (2 grants) and Nazareth, PA (2 grants).
Does Shafer Family Charitable Trust give general operating support?
Not in 2025: none of the 20 grants with a stated purpose on Shafer Family Charitable Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "For Church Assistance Programs" (3 grants).
Who are Shafer Family Charitable Trust's largest grantees?
Shafer Family Charitable Trust's largest 2025 grantees include Masonic Charities Fund ($10,000 across 2 grants), Children's Home of Easton ($8,000) and Albrightsville Volunteer Fire CO ($7,000), according to its 2025 IRS Form 990-PF. Together they received 32% of its itemized 2025 grant dollars.
How large is Shafer Family Charitable Trust?
Shafer Family Charitable Trust reported $1.4M in total assets on its 2025 IRS Form 990-PF. It paid out $80K in qualifying distributions that year, against a required minimum of $36K (roughly 5% of its investment assets).
What is Shafer Family Charitable Trust's EIN?
Shafer Family Charitable Trust's EIN (Employer Identification Number) is 23-6952392. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Shafer Family Charitable Trust by hand.
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