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 2025. As of 2025, the organization holds $320K in total assets. Net investment income was $6K.
Shirley & Louis Matkoff Charitable Trust at a glance
- Total assets
- $320,299
- +4.3% vs 2024
- Revenue (2025)
- $21,009
- -19.9% vs 2024
- Net investment income (2025)
- $6,343
- -52.7% vs 2024
- Expenses (2025)
- $7,886
- -92.6% vs 2024
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated November 2026.
Who Shirley & Louis Matkoff Charitable Trust funds
How this funder distributes its grants
Grant Size Distribution
22 grants across all recorded years
The most common grant size was under $50K: 22 grants of 22 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $320,299 | $21,009 | $7,886 | — | — | — | $6,343 | $28,498 |
| 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 $28K for 2025 — 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 2025 filing
Lisa Sandler
Trustee
On filings since 2019
1 hr/week
No compensation reported
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 Shirley & Louis Matkoff Charitable Trust
How large is Shirley & Louis Matkoff Charitable Trust?
Shirley & Louis Matkoff Charitable Trust reported $320K in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $21K.
Where does Shirley & Louis Matkoff Charitable Trust operate?
Shirley & Louis Matkoff Charitable Trust has awarded grants in New Jersey, Pennsylvania, South Carolina.
How much is Shirley & Louis Matkoff Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Shirley & Louis Matkoff Charitable Trust reported a distributable amount of $28K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2019–2025.
Data last updated November 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS September 14, 2026)
- 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
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Shirley & Louis Matkoff Charitable Trust's focus areas in our free grants database
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