Shafer Family Charitable Trust
Shafer Family Charitable Trust is a private foundation, based in BETHLEHEM, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.4M in total assets. In 2024, it awarded 21 grants totaling $81K. Net investment income was $68K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.4M
-0.6% YoY
Annual Giving
$81K
+13.4% YoY
Grant Count
21
-8.7% YoY
Avg Grant Size
$4K
+24.2% YoY
Under IRS private-foundation payout rules, Shafer Family Charitable Trust reported a distributable amount of $36K for 2024 — the minimum it must pay out in qualifying distributions.
About Shafer Family Charitable Trust
Based on IRS filings
Shafer Family Charitable Trust is a private foundation, based in BETHLEHEM, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.4M in total assets. In 2024, it awarded 21 grants totaling $81K. Net investment income was $68K.
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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 | $1,426,260 | $1,434,203 | $1,378,633 |
| Revenue | $84,323 | $131,954 | $-17,684 |
| Expenses | $92,266 | $76,384 | $92,170 |
| Qualifying Distributions | $82,000 | $73,278 | $78,716 |
| Net Investment Income | $67,651 | $38,996 | $25,844 |
| Distributable Amount | $36,293 | $68,711 | $75,182 |
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 2024
Grant Size Distribution
107 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Children's Home of Easton ($8,000), Albrightsville Volunteer Fire Co ($7,000), Masonic Charities Fund ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| MASONIC CHARITIES FUND ELIZABETHTOWN, PA | FOR PURPOSE OF COMPASSIONATE CARE FD | $5,000 |
| LEHIGH VALLEY ZOO SCHNECKSVILLE, PA | FOR PURPOSE OF ZOO PROGRAMS | $4,000 |
| MASONIC CHARITIES FUND ELIZABETHTOWN, PA | FOR COMPASSIONATE CARE FUND | $5,000 |
| MEALS ON WHEELS ALLENTOWN, PA | FOR THE BENEFIT OF SENIOR ASSISTANCE | $4,000 |
| ST JOHN'S LUTHERAN CHURCH NAZARETH, PA | FOR CHURCH ASSISTANCE PROGRAMS | $5,000 |
| ALBRIGHTSVILLE VOLUNTEER FIRE CO ALBRIGHTSVILLE, PA | FOR SUPPORT OF FIRE SERVICES | $7,000 |
| THE STATE THEATRE EASTON, PA | FOR COMMUNITY THEATRE PROGRAMS | $5,000 |
| EPWORTH UNITED METHODIST CHURCH BETHLEHEM, PA | FOR CHURCH ASSISTANCE PROGRAMS | $4,000 |
| ST LUKE'S SCHOOL OF NURSING BETHLEHEM, PA | FOR NURSING EDUCATION PROGRAMS | $4,000 |
| MORAVIAN VILLAGE OF BETHLEHEM BETHLEHEM, PA | FOR SENIOR ASSISTANCE PROGRAMS | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| LINDA L SHAFER | TRUSTEE | — | — |
| DOLORES E SHAFER | TRUSTEE | — | — |
| BRUCE B SHAFER | TRUSTEE | — | — |
| SUSAN E BARTHOLOMEW | TRUSTEE | — | — |
Frequently Asked Questions
How large is Shafer Family Charitable Trust?
As of 2024, Shafer Family Charitable Trust holds $1.4M in total assets with $84K in annual revenue. It awarded 21 grants totaling $81K in 2024.
Where does Shafer Family Charitable Trust operate?
Shafer Family Charitable Trust has awarded grants in Pennsylvania.
What size grants does Shafer Family Charitable Trust award?
In 2024, Shafer Family Charitable Trust awarded 21 grants totaling $81K — an average of about $4K per grant, based on its IRS Form 990 filings.
How much is Shafer Family Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Shafer Family Charitable Trust reported a distributable amount of $36K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Shafer Family Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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