Shafer Family Charitable Trust
- Assets
- $1.4m
- Revenue
- $132.0k
- Investments
- $1.3m
- Employees
- 0
- Location
- Bethlehem, PA
- Founding
- 03/1990
- Data as of
- 12/2023
- EIN
- 23-6952392
Organization Overview
Shafer Family Charitable Trust is located in Bethlehem, PA. The organization was established in 1990. According to its NTEE Classification (T90) the organization is classified as: Named Trusts N.E.C., under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Shafer Family Charitable Trust is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Shafer Family Charitable Trust generated $132.0k in total revenue. This organization has experienced exceptional growth, as over the past 6 years, it has increased revenue by an average of 11.8% each year . All expenses for the organization totaled $76.4k during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2020, Shafer Family Charitable Trust has awarded 86 individual grants totaling $281,000. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2023
Describe the Organization's Program Activity:
Part 3 - Line 4a
MORAVIAN VILLAGE OF BETHLEHEM 526 WOOD STREET BETHLEHEM PA 18018
PRESBYTERIAN HOMES INC 1022 NORTHAMPTON STREET EASTON, PA 18042-4292
CHILDREN'S HOME OF EASTON 2000 S 25TH STREET EASTON PA 18042
EQUI-LIBRIUM INC 521 FEHR ROAD NAZARETH PA 18064
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Name Not Listed Institutiona | 0 | $4,305 | |
Linda L Shafer Trustee | 0 | $0 | |
Dolores E Shafer Trustee | 0 | $0 | |
Bruce B Shafer Trustee | 0 | $0 | |
Susan E Bartholomew Trustee | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $10,254 |
| Dividends & Interest | $31,047 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $90,653 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $131,954 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $4,305 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $153 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $801 |
| Total operating and administrative expenses | $5,384 |
| Contributions, gifts, grants paid | $71,000 |
| Total expenses and disbursements | $76,384 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $88,130 |
| Savings and temporary cash investments | $50,700 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $1,434,203 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Shafer Family Charitable Trust has awarded $71,000 in support to 23 organizations.
| Grant Recipient | Amount |
|---|---|
LEHIGH VALLEY ZOO PURPOSE: FOR PURPOSE OF ZOO PROGRAMS | $3,000 |
MASONIC CHARITIES FUND PURPOSE: FOR PURPOSE OF COMPASSIONATE CARE FD | $1,000 |
MASONIC CHARITIES FUND PURPOSE: FOR COMPASSIONATE CARE FUND | $3,000 |
MEALS ON WHEELS PURPOSE: FOR THE BENEFIT OF SENIOR ASSISTANCE | $3,000 |
ST JOHN'S LUTHERAN CHURCH PURPOSE: FOR CHURCH ASSISTANCE PROGRAMS | $5,000 |
ALBRIGHTSVILLE VOLUNTEER FIRE CO PURPOSE: FOR SUPPORT OF FIRE SERVICES | $5,000 |