Shaffer Family Charitable Trust

BETHLEHEM, PA EIN: 23-2502319

Shaffer Family Charitable Trust is a private family foundation based in Bethlehem, Pennsylvania. Established in 1987, the organization operates as a 501(c)(3) entity and focuses on providing philanthropic support to social service agencies and nonprofit organizations.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$7.1M

+4.0% YoY

Annual Giving

$610K

+4.9% YoY

Grant Count

15

+7.1% YoY

Avg Grant Size

$41K

-2.1% YoY

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation's primary purpose is to support capital operations and special projects not funded through normal income sources for social service agencies serving at-risk populations in the Lehigh Valley, Pennsylvania area.

Primary funding focus areas include:

  • Education
  • Philanthropy, Voluntarism & Grantmaking
  • Human Services
  • Community Health
  • Health and Medical Services
  • Health and Wellness

Grantmaking

The foundation makes grants primarily to organizations serving the at-risk population in the Lehigh Valley region of Pennsylvania.

Grant Range

Range:** $2,000–$250,000

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Geographic Focus

Where this funder awards grants

The foundation's grantmaking is concentrated in Pennsylvania, with particular emphasis on the Lehigh Valley area.

Grant Distribution by State

1states

States

Cities

AllentownBethlehemEaston

Financial History

Multi-year comparison from IRS filings

  • Total Assets: $7,114,379
  • Total Annual Giving: $609,750
  • IRS Ruling Year: 1988
  • EIN: 23-2502319
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$289K$577K$866K$1M20202021202220232024
Metric202420232022
Total Assets$7,114,379$6,839,591$7,027,402
Revenue$974,942$480,599$64,562
Expenses$700,154$668,410$809,327
Qualifying Distributions$609,750$581,500$697,000
Net Investment Income$785,890$192,436$90,437
Distributable Amount$423,483$402,262$432,434

Giving Over Time

Total grant dollars and number of grants per year

$0$186K$371K$557K$742K24 grants202020 grants202122 grants202214 grants202315 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

UNITED WAY OF GREATER LE…$250KJEWISH FEDERATION OF THE…$125KST LUKE'S HOSPITAL$50KNEW BETHANY MINISTRIES$35KCOMMUNITIES IN SCHOOLS O…$25KTHE ARC$20KTHE CHILDREN'S HOME OF E…$20KHISPANIC CENTER LEHIGH V…$20KCADC OF BETHLEHEM$20KBISHOP'S ANNUAL APPEAL$15K

Grant Size Distribution

95 grants across all recorded years

82<$50K3$50–100K5$100–250K5$250–500K$500K–1M$1–5M$5M+

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

NameTitleHoursCompensation
ROSE SHAFFERTRUSTEE
DAVID SHAFFERTRUSTEE
SUSAN SHAFFERTRUSTEE

Contact Information

  • Address: 1588 Weyhill Circle, Bethlehem, PA 18015-5253
  • Telephone: 610-867-7568

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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