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Nonprofit · EIN 23-6952392

SHAFER FAMILY CHARITABLE TRUST

Also known as BRUCE SHAFER TTEE

Tax-exempt · BETHLEHEM, PA 18018

Financials

$132K$76K2023$84K$92K2024$93K$91K2025
Revenue Expenses · by fiscal year end
Financials of SHAFER FAMILY CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$93,474$90,708$2,766$1,429,026$0$1,429,026
December 31, 2024990-PF$84,323$92,266-$7,943$1,426,260$0$1,426,260
December 31, 2023990-PF$131,954$76,384$55,570$1,434,203$0$1,434,203
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$37,570
Interest
$29,398
Net gain from sales of assets
$26,506

Expenses

Grants and similar amounts paid
$78,000
Disbursements for charitable purposes
$79,525
Excise tax on investment income
$910

Balance sheet and other

Total assets, start of year
$1,426,260
Total assets, end of year
$1,429,026
Total liabilities, end of year
$0
Net assets, end of year
$1,429,026
Fair market value of assets
$1,511,389
Qualifying distributions
$79,525
Net investment income
$67,046

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
LINDA L SHAFER
PO BOX 20544, LEHIGH VALLEY, PA 18002
TRUSTEE0$0
DOLORES E SHAFER
588 RIVERWOODS WAY, 588 RIVERWOODS WAY, BETHLEHEM, PA 18018
TRUSTEE0$0
BRUCE B SHAFER
2874 SCHANER BLOTZ DR, BATH, PA 18014
TRUSTEE0$0
SUSAN E BARTHOLOMEW
725 OLD STAGE RD, ALBRIGHTSVILLE, PA 18210
TRUSTEE0$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
LINDA L SHAFER
PO BOX 20544, LEHIGH VALLEY, PA 18002
TRUSTEE0$0
DOLORES E SHAFER
588 RIVERWOODS WAY, 588 RIVERWOODS WAY, BETHLEHEM, PA 18018
TRUSTEE0$0
BRUCE B SHAFER
2874 SCHANER BLOTZ DR, BATH, PA 18014
TRUSTEE0$0
SUSAN E BARTHOLOMEW
725 OLD STAGE RD, ALBRIGHTSVILLE, PA 18210
TRUSTEE0$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
TRUIST BANK TRUIST BANK
PO BOX 919798, ORLANDO, FL 32891
INSTITUTIONA0$4,305
LINDA L SHAFER
PO BOX 20544, LEHIGH VALLEY, PA 18002
TRUSTEE0$0
DOLORES E SHAFER
588 RIVERWOODS WAY, 588 RIVERWOODS WAY, BETHLEHEM, PA 18018
TRUSTEE0$0
BRUCE B SHAFER
2874 SCHANER BLOTZ DR, BATH, PA 18014
TRUSTEE0$0
SUSAN E BARTHOLOMEW
725 OLD STAGE RD, ALBRIGHTSVILLE, PA 18210
TRUSTEE0$0

Address and contacts

Address (IRS master file)
588 RIVERWOODS WAY, BETHLEHEM, PA 18018-6356
Signed the 990-PF
BRUCE B SHAFER, TRUSTEE
Phone
(610) 751-8059
Return prepared by
TRINKLE MARAKOVITS & MACKENZIE PC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
23-6952392
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Exempt since
1990
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,429,026
Income (IRS master file)
$332,293

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$93,474$90,708$1,429,026IRS
990-PFDecember 2024$84,323$92,266$1,426,260IRS
990-PFDecember 2023$131,954$76,384$1,434,203XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-6952392).

Questions about SHAFER FAMILY CHARITABLE TRUST

What is the EIN of SHAFER FAMILY CHARITABLE TRUST?
The employer identification number (EIN) of SHAFER FAMILY CHARITABLE TRUST is 23-6952392.
Is SHAFER FAMILY CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
Which annual return does SHAFER FAMILY CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of SHAFER FAMILY CHARITABLE TRUST due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SHAFER FAMILY CHARITABLE TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of SHAFER FAMILY CHARITABLE TRUST?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does SHAFER FAMILY CHARITABLE TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $93,474, expenses of $90,708 and total assets of $1,429,026 at year end.

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