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Private foundation (trust)EIN 306031261Est. 2015-10

MR AND IM SHEFFER TRUST UA

YORK, PA 17403

Total Assets

$814K

FY 2023

Annual Giving

$34K

FY 2023

Grants Made

6

FY 2023

Avg Grant

$6K

FY 2023

Grant Range

$6K–$6K

Typical

Deadlines

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2023 filing

Total Revenue

$42K

Total Expenses

$47K

Qualifying Distributions

$38K

Distributable Amount

$36K

Min. Investment Return

$36K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

4 years

Giving over time from 2020 to 2023. Peak $40K in 2022. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

24 grants

GIRL SCOUTS OF AMERICA
$25K
4 grants
SALVATION ARMY
$24K
4 grants
BOY SCOUTS OF AMERICA
$24K
4 grants
FORSIGHT VISION
$24K
4 grants
NATIONAL 4-H COUNCIL
$24K
4 grants
AMERICAN RED CROSS
$24K
4 grants

Grant Size Distribution

24 grants

<$10K
24
grants
$10–50K
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

5 states

New York
$49K
34% of total
Texas
$24K
17% of total
Pennsylvania
$24K
17% of total
Maryland
$24K
17% of total
District of Columbia
$24K
17% of total

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MR AND IM SHEFFER TRUST UA — Grants, Financials & Contact | Grantivo