Shirley & Louis Matkoff Charitable Trust
Shirley & Louis Matkoff Charitable Trust is a private foundation, based in Newtown, PA. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $307K in total assets. In 2024, it awarded 9 grants totaling $100K. Net investment income was $13K.
Shirley & Louis Matkoff Charitable Trust at a glance
In short: Shirley & Louis Matkoff Charitable Trust gave $100K across 9 grants in 2024 (avg $11K), mostly in Pennsylvania. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $100,000
- -28.6% vs 2023
- Grants made (2024)
- 9
- +12.5% vs 2023
- Average grant
- $11,111
- -36.5% vs 2023
- Median grant
- $10,000
- Total assets
- $307,176
- -42.4% vs 2023
- Primary geography
- Pennsylvania (70% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
Who Shirley & Louis Matkoff Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2024
The largest 2024 recipient was Safe Haven Rabbit Rescue ($20K). Together the top 9 received $100K.
Grant Size Distribution
28 grants across all recorded years
The most common grant size was under $50K: 28 grants of 28 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 9 itemized grants.
Cities
How Shirley & Louis Matkoff Charitable Trust gives
- Giving grew 900% from 2021 to 2024. Method
- In 2024 it paid out 326% of its IRS minimum distribution (the 5% rule). 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 2019 to 2024, annual grant giving ranged from $10K (2021) to $140K (2023). In 2024 it made 9 grants totaling $100K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Safe Haven Rabbit Rescue Clinton, NJ | General Supportgeneral Support | $20,000 |
| Animals in Distress Coopersburg, PA | General Support | $10,000 |
| Bucks County SPCA New Hope, PA | General Support | $10,000 |
| Cat Tales Inc Warrington, PA | General Support | $10,000 |
| Last Chance Ranch Animal Rescue Quakertown, PA | General Support | $10,000 |
| Pig Placement Network Rushland, PA | General Support | $10,000 |
| The Aark Wildlife Rehabilitation and Education Center Inc Chalfont, PA | General Support | $10,000 |
| The Rabbit Sanctuary Simpsonville, SC | General Support | $10,000 |
| Tiny Miracles Rescue Chalfont, PA | General Support | $10,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $307,176 | $26,220 | $107,289 | $100,000 | 9 | $100,269 | $13,403 | $30,796 |
| 2023 | $533,450 | $63,588 | $146,628 | $140,000 | 8 | $141,264 | $51,719 | $31,086 |
| 2022 | $504,805 | $17,717 | $33,708 | $30,000 | 3 | $32,640 | $10,087 | $32,187 |
| 2021 | $497,276 | $19,158 | $11,562 | $10,000 | 2 | $10,000 | $10,936 | $34,522 |
| 2020 | $509,680 | $213,570 | $31,485 | $30,000 | 6 | — | $6,057 | $21,548 |
| 2019 | $358,208 | $14,001 | $26,396 | $25,000 | 5 | — | $6,408 | $22,054 |
Under IRS private-foundation payout rules, Shirley & Louis Matkoff Charitable Trust reported a distributable amount of $31K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Shirley & Louis Matkoff Charitable Trust is led by Lisa Sandler, Trustee on every filing since 2019 — the only officer listed, and uncompensated.
Officers on the 2024 filing
Lisa Sandler
Trustee
On filings since 2019
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2019–2024. "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 Shirley & Louis Matkoff Charitable Trust
How much does Shirley & Louis Matkoff Charitable Trust give each year?
Shirley & Louis Matkoff Charitable Trust gave $100K across 9 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $140K across 8 grants.
What is Shirley & Louis Matkoff Charitable Trust's typical grant size?
Shirley & Louis Matkoff Charitable Trust's median grant in 2024 was $10,000, and its average grant was $11,111, across 9 grants on its 2024 IRS Form 990-PF.
Where does Shirley & Louis Matkoff Charitable Trust give grants?
Shirley & Louis Matkoff Charitable Trust gives mostly in Pennsylvania: 70% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were New Jersey (20%) and South Carolina (10%). The most frequent recipient cities were Chalfont, PA (2 grants).
Does Shirley & Louis Matkoff Charitable Trust give general operating support?
Yes: 100% of Shirley & Louis Matkoff Charitable Trust's 2024 grants with a stated purpose (9 of 9) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are Shirley & Louis Matkoff Charitable Trust's largest grantees?
Shirley & Louis Matkoff Charitable Trust's largest 2024 grantees include Safe Haven Rabbit Rescue ($20,000), Animals in Distress ($10,000) and Bucks County SPCA ($10,000), according to its 2024 IRS Form 990-PF. Together they received 40% of its itemized 2024 grant dollars.
How large is Shirley & Louis Matkoff Charitable Trust?
Shirley & Louis Matkoff Charitable Trust reported $307K in total assets on its 2024 IRS Form 990-PF. It paid out $100K in qualifying distributions that year, against a required minimum of $31K (roughly 5% of its investment assets).
What is Shirley & Louis Matkoff Charitable Trust's EIN?
Shirley & Louis Matkoff Charitable Trust's EIN (Employer Identification Number) is 45-6925175. IRS Form 990 filing data is available on this page for 2019–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS July 14, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS June 3, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS September 29, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 13, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS September 11, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 12, 2025)
- IRS filings on file for fiscal years 2019–2024
Live grants for the work Shirley & Louis Matkoff Charitable Trust funds
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