Shaffer Family Charitable Trust

Bethlehem, PA
Tax-exempt since June 1988
EIN: 23-2502319

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$975k (2024)

Expenses

$700k (2024)

Total Assets

$7.11M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$974,942

Expenses

$700,154

Net Income

$274,788

Net Assets

$7,114,379

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$98,648	10.1%
Interest Revenue	$0
Dividends	$139,538	14.3%
Sales of Assets	$667,458	68.5%
Other Income	$69,298	7.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$609,750	87.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,114,379
Total Liabilities	$0
Net Assets	$7,114,379

Compensation

Key Employees and Officers	Compensation	Other
Rose Shaffer (Trustee)	$0	$0
David Shaffer (Trustee)	$0	$0
Susan Shaffer (Trustee)	$0	$0

990-PF

Filed on Oct. 28, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2023

Revenue

$480,599

Expenses

$668,410

Net Income

-$187,811

Net Assets

$6,839,591

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$201,253	41.9%
Interest Revenue	$0
Dividends	$138,357	28.8%
Sales of Assets	$58,430	12.2%
Other Income	$82,559	17.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$581,500	87.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,839,591
Total Liabilities	$0
Net Assets	$6,839,591

Compensation

Key Employees and Officers	Compensation	Other
Rose Shaffer (Trustee)	$0	$0
David Shaffer (Trustee)	$0	$0
Susan Shaffer (Trustee)	$0	$0

990-PF

Filed on Nov. 12, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2022

Revenue

$64,562

Expenses

$809,327

Net Income

-$744,765

Net Assets

$7,027,402

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$108,737	> 100%
Interest Revenue	$0
Dividends	$150,338	> 100%
Sales of Assets	-$246,939
Other Income	$52,426	81.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$697,000	86.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,027,402
Total Liabilities	$0
Net Assets	$7,027,402

Compensation

Key Employees and Officers	Compensation	Other
Rose Shaffer (Trustee)	$0	$0
David Shaffer (Trustee)	$0	$0
Susan Shaffer (Trustee)	$0	$0

990-PF

Filed on Nov. 14, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2021

Revenue

$1,049,576

Expenses

$833,928

Net Income

$215,648

Net Assets

$7,772,167

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$205,583	19.6%
Interest Revenue	$0
Dividends	$203,591	19.4%
Sales of Assets	$629,933	60.0%
Other Income	$10,469	1.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$722,500	86.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,772,167
Total Liabilities	$0
Net Assets	$7,772,167

Compensation

Key Employees and Officers	Compensation	Other
Rose Shaffer (Trustee)	$0	$0
David Shaffer (Trustee)	$0	$0
Susan Shaffer (Trustee)	$0	$0

990-PF

Filed on July 6, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2020

Revenue

$702,902

Expenses

$843,699

Net Income

-$140,797

Net Assets

$7,556,518

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$91,028	13.0%
Interest Revenue	$0
Dividends	$246,643	35.1%
Sales of Assets	$358,659	51.0%
Other Income	$6,572	0.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$742,000	87.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,556,519
Total Liabilities	$1
Net Assets	$7,556,518

Compensation

Key Employees and Officers	Compensation	Other
Rose Shaffer (Trustee)	$0	$0
David Shaffer (Trustee)	$0	$0
Susan Shaffer (Trustee)	$0	$0

990-PF

Filed on June 2, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2019

Revenue

$584,533

Expenses

$898,357

Net Income

-$313,824

Net Assets

$7,697,315

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$105,876	18.1%
Interest Revenue	$0
Dividends	$228,909	39.2%
Sales of Assets	$198,261	33.9%
Other Income	$51,487	8.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$804,000	89.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,697,316
Total Liabilities	$1
Net Assets	$7,697,315

Compensation

Key Employees and Officers	Compensation	Other
Rose Shaffer (Trustee)	$0	$0
David Shaffer (Trustee)	$0	$0
Susan Shaffer (Trustee)	$0	$0

990-PF

Filed on July 10, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$640,077

Expenses

$814,673

Net Income

-$174,596

Net Assets

$8,011,140

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$158,273	24.7%
Interest Revenue	$0
Dividends	$220,667	34.5%
Sales of Assets	$196,109	30.6%
Other Income	$65,028	10.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$699,500	85.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,011,140
Total Liabilities	$0
Net Assets	$8,011,140

Compensation

Key Employees and Officers	Compensation	Other
Rose Shaffer (Trustee)	$0	$0
David Shaffer (Trustee)	$0	$0
Susan Shaffer (Trustee)	$0	$0

990-PF

Filed on May 13, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$757,597

Expenses

$925,827

Net Income

-$168,230

Net Assets

$8,185,736

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$326,323	43.1%
Interest Revenue	$0
Dividends	$276,238	36.5%
Sales of Assets	$99,607	13.1%
Other Income	$55,429	7.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$830,640	89.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,185,736
Total Liabilities	$0
Net Assets	$8,185,736

Compensation

Key Employees and Officers	Compensation	Other
Rose Shaffer (Trustee)	$0	$0
David Shaffer (Trustee)	$0	$0
Susan Shaffer (Trustee)	$0	$0

990-PF

Filed on Oct. 9, 2018

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2016

Revenue

$112,368

Expenses

$1,092,913

Net Income

-$980,545

Net Assets

$8,353,966

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$245,370	> 100%
Sales of Assets	-$185,262
Other Income	$52,260	46.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$990,300	90.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,353,966
Total Liabilities	$0
Net Assets	$8,353,966

Compensation

Key Employees and Officers	Compensation	Other
Rose Shaffer (Trustee)	$0	$0
David Shaffer (Trustee)	$0	$0
Susan Shaffer (Trustee)	$0	$0

990-PF

Filed on Aug. 15, 2017

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2015

Revenue

$1,058,037

Expenses

$1,274,215

Net Income

-$216,178

Net Assets

$9,334,511

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$143,858	13.6%
Interest Revenue	$0
Dividends	$415,169	39.2%
Sales of Assets	$464,252	43.9%
Other Income	$34,758	3.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,177,743	92.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,334,511
Total Liabilities	$0
Net Assets	$9,334,511

Compensation

Key Employees and Officers	Compensation	Other
Rose Shaffer (Trustee)	$0	$0
David Shaffer (Trustee)	$0	$0
Susan Shaffer (Trustee)	$0	$0

990-PF

Filed on Sept. 1, 2016

Primary tax return for a private foundation's activities, finances, and governance

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PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Revenue

$938,780

Expenses

$1,264,324

Net Income

-$325,544

Net Assets

$9,550,689

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$154,644	16.5%
Interest Revenue	$0
Dividends	$322,315	34.3%
Sales of Assets	$407,075	43.4%
Other Income	$54,746	5.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,180,800	93.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,550,689
Total Liabilities	$0
Net Assets	$9,550,689

Compensation

Key Employees and Officers	Compensation	Other
Rose Shaffer (Trustee)	$0	$0
David Shaffer (Trustee)	$0	$0
Susan Shaffer (Trustee)	$0	$0

990-PF

Filed on May 11, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$925,949

Expenses

$1,134,134

Net Income

-$208,185

Net Assets

$9,876,233

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$267,930	28.9%
Interest Revenue	$0
Dividends	$288,332	31.1%
Sales of Assets	$315,147	34.0%
Other Income	$54,540	5.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,047,000	92.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,876,233
Total Liabilities	$0
Net Assets	$9,876,233

Compensation

Key Employees and Officers	Compensation	Other
Rose Shaffer (Trustee)	$0	$0
David Shaffer (Trustee)	$0	$0
Susan Shaffer (Trustee)	$0	$0

990-PF

Filed on May 12, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$1,012,871

Expenses

$1,220,271

Net Income

-$207,400

Net Assets

$10,084,417

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$134,268	13.3%
Interest Revenue	$0
Dividends	$351,469	34.7%
Sales of Assets	$469,028	46.3%
Other Income	$58,106	5.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,119,450	91.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,084,418
Total Liabilities	$1
Net Assets	$10,084,417

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$1,203,285

Expenses

$1,172,138

Net Income

$31,147

Net Assets

$10,291,817

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$104,000	8.6%
Interest Revenue	$0
Dividends	$333,729	27.7%
Sales of Assets	$702,308	58.4%
Other Income	$63,248	5.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,073,620	91.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,291,818
Total Liabilities	$1
Net Assets	$10,291,817

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2003

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

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Shaffer Family Charitable Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $975k (2024)

Expenses $700k (2024)

Total Assets $7.11M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$975k (2024)

Expenses

$700k (2024)

Total Assets

$7.11M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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