The Peter G Schlotterer & Elizabeth M Zipf Charitable Trust

Private foundation · Grantmaker Bellmawr, NJ EIN: 26-6500892

The Peter G Schlotterer & Elizabeth M Zipf Charitable Trust is a private foundation, 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.

Key facts about The Peter G Schlotterer & Elizabeth M Zipf Charitable Trust

In short: The Peter G Schlotterer & Elizabeth M Zipf Charitable Trust gave $245K across 5 grants in 2025 (avg $49K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.

EIN
26-6500892
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$244,594
Grants made (2025)
5
Average grant
$48,919
Median grant
$50,000
Total assets
$5,380,103
Primary geography
Pennsylvania (79% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

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.

How The Peter G Schlotterer & Elizabeth M Zipf Charitable Trust gives

  • Giving held roughly steady from 2022 to 2025 (+2%). Method
  • In 2025 it paid out 120% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Share of 2025 grant dollars across all 5 itemized grants.

Cities

AmblerFairleeLancasterLaurel SpringsMantuaPhiladelphiaWashingtonWynnewood

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K6 grants2022 7 grants2023 7 grants2024 5 grants2025

From 2022 to 2025, annual grant giving ranged from $239K (2022) to $250K (2023). In 2025 it made 5 grants totaling $245K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2025

Mercy Career & Technical High School: $90KMercy Career & Technical HighSchool$90KTemple University: $52KTemple University$52KUnited Disability Services: $50KUnited Disability Services$50KCedar Lane Missionary Homes: $27KCedar Lane Missionary Homes$27KAloha Foundation: $25KAloha Foundation$25K

The largest 2025 recipient was Mercy Career & Technical High School ($90K). Together the top 5 received $245K.

Grant Size Distribution

25 grants across all recorded years

13<$50K12$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 13 grants of 25 (52%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Mercy Career & Technical High School Philadelphia, PAGeneral Purposes$90,233
Temple University Ambler, PAGeneral Purposes$52,000
United Disability Services Lancaster, PAGeneral Purposes$50,000
Cedar Lane Missionary Homes Laurel Springs, NJGeneral Purposes$27,361
Aloha Foundation Fairlee, VTGeneral Purposes$25,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$250K$500K$750K$1M2022 2023 2024 2025
Metric202520242023
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

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2022–2025

Leadership & Key People

Officers and directors from IRS filings

The Peter G Schlotterer & Elizabeth M Zipf Charitable Trust's 2025 filing lists 2 officers; all 2 officers listed in 2025 are compensated.

Officers on the 2025 filing

  • Stephen A Zipf Jr.

    Trustee

    On filings since 2022

    5 hrs/week

    $26K (2022) → $27K (2025)

  • Kathleen E Schroeder

    Trustee

    On filings since 2023

    5 hrs/week

    $26K (2023) → $27K (2025)

Data from IRS Form 990 filings, 2022–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Kathleen E Schroeder — Trustee: $27KKathleen E SchroederTrustee$27KStephen A Zipf Jr — Trustee: $27KStephen A Zipf JrTrustee$27K

The highest reported compensation on the 2025 filing was $27K, to Kathleen E Schroeder (Trustee). 2 officers or directors reported compensation on that filing.

Frequently asked questions about The Peter G Schlotterer & Elizabeth M Zipf Charitable Trust

How much does The Peter G Schlotterer & Elizabeth M Zipf Charitable Trust give each year?

The Peter G Schlotterer & Elizabeth M Zipf Charitable Trust gave $245K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $242K across 7 grants.

What is The Peter G Schlotterer & Elizabeth M Zipf Charitable Trust's typical grant size?

The Peter G Schlotterer & Elizabeth M Zipf Charitable Trust's median grant in 2025 was $50,000, and its average grant was $48,919, across 5 grants on its 2025 IRS Form 990-PF.

Where does The Peter G Schlotterer & Elizabeth M Zipf Charitable Trust give grants?

The Peter G Schlotterer & Elizabeth M Zipf Charitable Trust gives mostly in Pennsylvania: 79% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were New Jersey (11%) and Vermont (10%).

Does The Peter G Schlotterer & Elizabeth M Zipf Charitable Trust give general operating support?

Yes: 100% of The Peter G Schlotterer & Elizabeth M Zipf Charitable Trust's 2025 grants with a stated purpose (5 of 5) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are The Peter G Schlotterer & Elizabeth M Zipf Charitable Trust's largest grantees?

The Peter G Schlotterer & Elizabeth M Zipf Charitable Trust's largest 2025 grantees include Mercy Career & Technical High School ($90,233), Temple University ($52,000) and United Disability Services ($50,000), according to its 2025 IRS Form 990-PF. Together they received 79% of its itemized 2025 grant dollars.

How large is The Peter G Schlotterer & Elizabeth M Zipf Charitable Trust?

The Peter G Schlotterer & Elizabeth M Zipf Charitable Trust reported $5.4M in total assets on its 2025 IRS Form 990-PF. It paid out $420K in qualifying distributions that year, against a required minimum of $351K (roughly 5% of its investment assets).

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.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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