The Peter G Schlotterer & Elizabeth M Zipf Charitable Trust
The Peter G Schlotterer & Elizabeth M Zipf Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BELLMAWR, NJ. IRS filing data is available from 2022 through 2025. As of 2025, the organization holds $5.4M in total assets. In 2025, it awarded 5 grants totaling $245K. Net investment income was $226K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$5.4M
-0.3% YoY
Annual Giving
$245K
+1.2% YoY
Grant Count
5
-28.6% YoY
Avg Grant Size
$49K
+41.6% YoY
Under IRS private-foundation payout rules, The Peter G Schlotterer & Elizabeth M Zipf Charitable Trust reported a distributable amount of $351K for 2025 — the minimum it must pay out in qualifying distributions.
About The Peter G Schlotterer & Elizabeth M Zipf Charitable Trust
Based on IRS filings
The Peter G Schlotterer & Elizabeth M Zipf Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BELLMAWR, NJ. IRS filing data is available from 2022 through 2025. As of 2025, the organization holds $5.4M in total assets. In 2025, it awarded 5 grants totaling $245K. Net investment income was $226K.
Focus Areas
Ready to take the next step with The Peter G Schlotterer & Elizabeth M Zipf Charitable Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $5,380,103 | $5,398,496 | $5,014,295 |
| Revenue | $402,058 | $787,581 | $291,788 |
| Expenses | $420,451 | $403,380 | $389,370 |
| Qualifying Distributions | $420,451 | $403,380 | $389,370 |
| Net Investment Income | $226,201 | $626,011 | $151,925 |
| Distributable Amount | $350,805 | $358,381 | $348,433 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
Grant Size Distribution
25 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Mercy Career & Technical High School ($90,233), Temple University ($52,000), United Disability Services ($50,000).
| Recipient | Purpose | Amount |
|---|---|---|
| Aloha Foundation Fairlee, VT | General Purposes | $25,000 |
| Cedar Lane Missionary Homes Laurel Springs, NJ | General Purposes | $27,361 |
| Mercy Career & Technical High School Philadelphia, PA | General Purposes | $90,233 |
| Temple University Ambler, PA | General Purposes | $52,000 |
| United Disability Services Lancaster, PA | General Purposes | $50,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Kathleen E Schroeder | Trustee | 5 | $27,068 |
| Stephen A Zipf Jr | Trustee | 5 | $27,068 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Peter G Schlotterer & Elizabeth M Zipf Charitable Trust?
The Peter G Schlotterer & Elizabeth M Zipf Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BELLMAWR, NJ. It holds $5.4M in total assets as of 2025.
How large is The Peter G Schlotterer & Elizabeth M Zipf Charitable Trust?
As of 2025, The Peter G Schlotterer & Elizabeth M Zipf Charitable Trust holds $5.4M in total assets with $402K in annual revenue. It awarded 5 grants totaling $245K in 2025.
Where does The Peter G Schlotterer & Elizabeth M Zipf Charitable Trust operate?
The Peter G Schlotterer & Elizabeth M Zipf Charitable Trust has awarded grants in District of Columbia, New Jersey, Pennsylvania, Vermont.
What size grants does The Peter G Schlotterer & Elizabeth M Zipf Charitable Trust award?
In 2025, The Peter G Schlotterer & Elizabeth M Zipf Charitable Trust awarded 5 grants totaling $245K — an average of about $49K per grant, based on its IRS Form 990 filings.
How much is The Peter G Schlotterer & Elizabeth M Zipf Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, The Peter G Schlotterer & Elizabeth M Zipf Charitable Trust reported a distributable amount of $351K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Peter G Schlotterer & Elizabeth M Zipf Charitable Trust's EIN?
The Peter G Schlotterer & Elizabeth M Zipf Charitable Trust's EIN (Employer Identification Number) is 26-6500892. IRS Form 990 filing data is available on this page for 2022–2025.
Explore Open Grants
Browse active grant opportunities in The Peter G Schlotterer & Elizabeth M Zipf Charitable Trust's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Lehner Family Foundation
AKRON, OH
Assets
$12.0M
Grants
96
Total Given
$1.2M
The Woodbury Foundation
NORTHBROOK, IL
Assets
—
Grants
50
Total Given
$1.7M
Columbus Kiwanis Foundation
COLUMBUS, OH
Assets
$1.3M
Grants
9
Total Given
$94K
Community Fund Management
MIDDLEBURG HEIGHTS, OH
Assets
$13.4M
Grants
24
Total Given
$325K
The Houff Family Foundation
MOUNT SIDNEY, VA
Assets
$5.3M
Grants
48
Total Given
$267K
William B Haynes Trust Ua Xxxxx3001
CHICAGO, IL
Assets
$1.3M
Grants
4
Total Given
$75K
The Pechter Foundation
SUMMIT, NJ
Assets
$1.7M
Grants
49
Total Given
$984K
New Hampshire Charitable Foundation
CONCORD, NH
Assets
$1.2B
Grants
949
Total Given
$59.7M
The Isabel and Michael Mondavi
NAPA, CA
Assets
$4.9M
Grants
9
Total Given
$340K
Tuscora Park Health & Wellness
BARBERTON, OH
Assets
$5.0M
Grants
34
Total Given
$246K
The Rc Musson and Katharine Musson
AKRON, OH
Assets
$2.5M
Grants
51
Total Given
$146K
Textron Charitable Trust Dtd 122353
PROVIDENCE, RI
Assets
$9.5M
Grants
1,199
Total Given
$4.2M
More Funders in New Jersey
Data last updated April 2026. Sourced from IRS Form 990-PF filings.