Russell Shertzer Tr Uw Fbo Frey Village

Lancaster, PA
Tax-exempt since Jan. 2004
EIN: 25-6512160

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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.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$64.1k (2024)

Expenses

$34.4k (2024)

Total Assets

$849k (2024)

Total Liabilities

$0 (2024)

Years with missing data

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

$64,084

Expenses

$34,377

Net Income

$29,707

Net Assets

$848,939

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$29,051	45.3%
Sales of Assets	$34,869	54.4%
Other Income	$164	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,500	65.5%
Compensation of Officers*	$11,452	33.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$848,939
Total Liabilities	$0
Net Assets	$848,939

Compensation

Key Employees and Officers	Compensation	Other
Fulton Bank Na (Trustee)	$11,452	$0

990-PF

Filed on May 9, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$36,812

Expenses

$57,477

Net Income

-$20,665

Net Assets

$818,239

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$26,687	72.5%
Sales of Assets	$9,910	26.9%
Other Income	$215	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$46,448	80.8%
Compensation of Officers*	$10,516	18.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$818,239
Total Liabilities	$0
Net Assets	$818,239

Compensation

Key Employees and Officers	Compensation	Other
Fulton Bank Na (Trustee)	$10,516	$0

990-PF

Filed on May 9, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$41,477

Expenses

$65,376

Net Income

-$23,899

Net Assets

$839,193

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$22,598	54.5%
Sales of Assets	$18,635	44.9%
Other Income	$244	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$53,212	81.4%
Compensation of Officers*	$11,074	16.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$839,193
Total Liabilities	$0
Net Assets	$839,193

Compensation

Key Employees and Officers	Compensation	Other
Fulton Bank Na (Trustee)	$11,074	$0

990-PF

Filed on May 11, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$49,326

Expenses

$58,753

Net Income

-$9,427

Net Assets

$863,789

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$27,384	55.5%
Sales of Assets	$21,715	44.0%
Other Income	$227	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$46,414	79.0%
Compensation of Officers*	$12,133	20.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$863,789
Total Liabilities	$0
Net Assets	$863,789

Compensation

Key Employees and Officers	Compensation	Other
Fulton Bank Na (Trustee)	$12,133	$0

990-PF

Filed on May 11, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$17,488

Expenses

$55,143

Net Income

-$37,655

Net Assets

$873,288

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$21,002	> 100%
Sales of Assets	$0
Other Income	$251	1.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$46,481	84.3%
Compensation of Officers*	$8,454	15.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$873,289
Total Liabilities	$1
Net Assets	$873,288

Compensation

Key Employees and Officers	Compensation	Other
Fulton Bank Na (Trustee)	$7,533	$0
Donald Pancake (Trustee)	$921	$0

990-PF

Filed on May 12, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$36,733

Expenses

$58,184

Net Income

-$21,451

Net Assets

$910,333

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$24,550	66.8%
Sales of Assets	$11,886	32.4%
Other Income	$297	0.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$47,121	81.0%
Compensation of Officers*	$10,826	18.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$910,334
Total Liabilities	$1
Net Assets	$910,333

Compensation

Key Employees and Officers	Compensation	Other
Fulton Bank Na (Trustee)	$7,218	$0
Donald Pancake (Trustee)	$3,608	$0

990-PF

Filed on July 2, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

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

PDF

Fiscal Year Ending Dec.
2017

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

PDF

Fiscal Year Ending Dec.
2016

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

PDF

Fiscal Year Ending Dec.
2015

Revenue

$45,200

Expenses

$61,973

Net Income

-$16,773

Net Assets

$990,139

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$34,367	76.0%
Sales of Assets	$10,566	23.4%
Other Income	$267	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$48,098	77.6%
Compensation of Officers*	$11,575	18.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$990,139
Total Liabilities	$0
Net Assets	$990,139

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Revenue

$97,266

Expenses

$59,022

Net Income

$38,244

Net Assets

$1,006,328

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$26,861	27.6%
Sales of Assets	$70,059	72.0%
Other Income	$346	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$45,000	76.2%
Compensation of Officers*	$11,970	20.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,006,328
Total Liabilities	$0
Net Assets	$1,006,328

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Revenue

$71,819

Expenses

$53,820

Net Income

$17,999

Net Assets

$967,553

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$31,007	43.2%
Sales of Assets	$40,617	56.6%
Other Income	$195	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$45,000	83.6%
Compensation of Officers*	$8,820	16.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$967,553
Total Liabilities	$0
Net Assets	$967,553

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$32,632

Expenses

$54,501

Net Income

-$21,869

Net Assets

$950,116

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$25,080	76.9%
Sales of Assets	$7,552	23.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$45,000	82.6%
Compensation of Officers*	$7,588	13.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$950,116
Total Liabilities	$0
Net Assets	$950,116

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$63,779

Expenses

$53,673

Net Income

$10,106

Net Assets

$973,225

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$25,377	39.8%
Sales of Assets	$38,402	60.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$45,000	83.8%
Compensation of Officers*	$7,964	14.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$973,225
Total Liabilities	$0
Net Assets	$973,225

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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Raw filing data. Includes EINs and summary financials as structured data.
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Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Updated March 23, 2026

Russell Shertzer Tr Uw Fbo Frey Village

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $64.1k (2024)

Expenses $34.4k (2024)

Total Assets $849k (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

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Revenue

$64.1k (2024)

Expenses

$34.4k (2024)

Total Assets

$849k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

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2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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2004

Fiscal Year Ending Dec.
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