F & O Shortlidge Charitable Trust

PENNINGTON, NJ EIN: 25-6882802

Financial Overview

From 2023 IRS Form 990-PF

Total Assets

$885K

-2.3% YoY

Annual Giving

$38K

+7.6% YoY

Grant Count

11

-15.4% YoY

Avg Grant Size

$3K

+27.2% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$106K$212K$318K$424K2020202120222023
Metric202320222021
Total Assets$885,400$906,033$1,009,430
Revenue$31,412$-72,363$385,866
Expenses$51,477$66,891$53,931
Qualifying Distributions$44,146$47,254$49,002
Net Investment Income$15,315$9,474$380,764
Distributable Amount$48,037$49,906$51,555

Giving Over Time

Total grant dollars and number of grants per year

$0$14K$28K$41K$55K15 grants202011 grants202113 grants202211 grants2023

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2023

SAVE THE CHILDREN FEDERA…$9KDOCTORS WITHOUT BORDERS$8KWORLD CENTRAL KITCHEN$4KPLANNED PARENTHOOD FEDER…$4KPHOENIXVILLE WOMENS OUTR…$4KMAUI UNITED WAY INC$3KMAUI FOOD BANK INC$3KSAMARITAN'S PURSE$2KFRIENDS OF FELINES$2KNORTHWEST HARVEST$1K

Grant Size Distribution

50 grants across all recorded years

50<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does F & O Shortlidge Charitable Trust fund?

Explore the funder–grantee relationships behind this foundation, powered by GrantGraph™ — our database of 11 million+ funding connections.

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2023 IRS filing

From 2023 filing

NameTitleHoursCompensation
ORVILLE R SURLATRUSTEE1
CATHERINE SURLATRUSTEE1
JOHANNA E SURLATRUSTEE1
MARYANNE F SURLATRUSTEE1
LILIANA ARNOLDTRUSTEE1

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

12states
+4 more states

Cities

AlexandriaAvonBooneChicagoEugeneFairfieldLos AngelesMediaNew YorkPhiladelphiaPhoenixvillePortlandSan DiegoSeattleSedrowoolleyStamfordTampaWailukuWashington

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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