The Velter Charitable Foundation Trust
The Velter Charitable Foundation Trust is a private foundation, based in Largo, FL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $2.7M in total assets. In 2025, it awarded 2 grants totaling $125K. Net investment income was $172K.
The Velter Charitable Foundation Trust at a glance
In short: The Velter Charitable Foundation Trust gave $125K across 2 grants in 2025 (avg $63K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $125,000
- +0.0% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $62,500
- +0.0% vs 2024
- Median grant
- $62,500
- Total assets
- $2,682,511
- +2.7% vs 2024
- Primary geography
- Pennsylvania (60% 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 Velter Charitable Foundation Trust funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Penn State University ($75K). Together the top 2 received $125K.
Grant Size Distribution
9 grants across all recorded years
The most common grant size was in the $50–100K range: 8 grants of 9 (89%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How The Velter Charitable Foundation Trust gives
- Giving fell 22% from 2022 to 2025. Method
- In 2025 it paid out 110% 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 2025, annual grant giving ranged from $45K (2023) to $159K (2022). In 2025 it made 2 grants totaling $125K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Penn State University University Park, PA | General Charitable Purpose | $75,000 |
| St Judes Children Research Tampa, FL | General Charitable Purpose | $50,000 |
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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 | $2,682,511 | $235,770 | $165,072 | $125,000 | 2 | $125,000 | $172,436 | $113,377 |
| 2024 | $2,611,813 | $139,657 | $161,059 | $125,000 | 2 | $125,000 | $138,285 | $113,423 |
| 2023 | $2,633,215 | $71,301 | $126,717 | $45,000 | 1 | $90,000 | $124,879 | $105,794 |
| 2022 | $2,688,631 | $171,613 | $195,635 | $159,390 | 2 | $159,389 | $116,056 | $112,938 |
| 2021 | $2,712,653 | $219,381 | $145,545 | $110,232 | 2 | $110,232 | $151,943 | $129,389 |
| 2020 | $2,638,817 | $145,285 | $192,533 | $143,262 | 2 | — | $73,406 | $116,232 |
| 2019 | $2,686,065 | $2,864,788 | $178,723 | $100,000 | 1 | — | $230,486 | $127,262 |
Under IRS private-foundation payout rules, The Velter Charitable Foundation Trust reported a distributable amount of $113K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Velter Charitable Foundation Trust is led by Sun Coast Consulting Services, Director & Chairman on every filing since 2019; all 6 officers listed in 2025 are compensated.
Officers on the 2025 filing
Sun Coast Consulting Services
Director & Chairman
On filings since 2019
1 hr/week
$36K (2019) → $17K (2025)
Allison M. Shipkowski
Director
Dirctor → Director, 2022
On filings since 2019
1 hr/week
$3K (2019) → $3K (2025)
Anthony J. Hain Shipkowski
Director
On filings since 2019
1 hr/week
$3K (2019) → $3K (2025)
Destiny J. Schell
Director
On filings since 2019
1 hr/week
$3K (2019) → $3K (2025)
Kathy L. Shipkowski
Director
On filings since 2019
1 hr/week
$3K (2019) → $3K (2025)
Sandra P. Velter
Director
On filings since 2019
1 hr/week
$3K (2019) → $3K (2025)
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.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $17K, to Sun Coast Consulting Services (Director & Chairman). 6 officers or directors reported compensation on that filing.
Frequently asked questions about The Velter Charitable Foundation Trust
How much does The Velter Charitable Foundation Trust give each year?
The Velter Charitable Foundation Trust gave $125K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $125K across 2 grants.
How large is The Velter Charitable Foundation Trust?
The Velter Charitable Foundation Trust reported $2.7M in total assets on its 2025 IRS Form 990-PF. It paid out $125K in qualifying distributions that year, against a required minimum of $113K (roughly 5% of its investment assets).
Where does The Velter Charitable Foundation Trust operate?
The Velter Charitable Foundation Trust has awarded grants in Florida, Pennsylvania.
What is The Velter Charitable Foundation Trust's EIN?
The Velter Charitable Foundation Trust's EIN (Employer Identification Number) is 45-3934900. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 11, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 29, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 4, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS March 17, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS June 3, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS June 3, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS June 1, 2026)
- IRS filings on file for fiscal years 2019–2024
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