The Peter G Schlotterer & Elizabeth M Zipf Charitable Trust
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.
The Peter G Schlotterer & Elizabeth M Zipf Charitable Trust at a glance
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.
- Annual giving (2025)
- $244,594
- +1.2% vs 2024
- Grants made (2025)
- 5
- -28.6% vs 2024
- Average grant
- $48,919
- +41.6% vs 2024
- Median grant
- $50,000
- Total assets
- $5,380,103
- -0.3% vs 2024
- Primary geography
- Pennsylvania (79% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The Peter G Schlotterer & Elizabeth M Zipf Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
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
The most common grant size was under $50K: 13 grants of 25 (52%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2022 to 2025, annual grant giving ranged from $239K (2022) to $250K (2023). In 2025 it made 5 grants totaling $245K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 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 |
| Cedar Lane Missionary Homes Laurel Springs, NJ | General Purposes | $27,361 |
| Aloha Foundation Fairlee, VT | General Purposes | $25,000 |
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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 | $5,380,103 | $402,058 | $420,451 | $244,594 | 5 | $420,451 | $226,201 | $350,805 |
| 2024 | $5,398,496 | $787,581 | $403,380 | $241,810 | 7 | $403,380 | $626,011 | $358,381 |
| 2023 | $5,014,295 | $291,788 | $389,370 | $249,507 | 7 | $389,370 | $151,925 | $348,433 |
| 2022 | $5,111,877 | $48,757 | $380,839 | $239,445 | 6 | $380,839 | $50,200 | $337,023 |
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.
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
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.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2022–2025
Live grants for the work The Peter G Schlotterer & Elizabeth M Zipf Charitable Trust funds
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