2025-10-28T15:14:19-04:00 2024-12-31 Regan Levin Bloss Brown & Savchak 645 Hamilton St Suite 602 Allentown PA 18101 990PF 2024-01-01 232502319 SHAFFER FAMILY CHARITABLE TRUST % DAVID N SHAFFER SHAF 6108677568 1588 WEYHILL CIRCLE BETHLEHEM PA 18015 DAVID SHAFFER TRUSTEE 8004455787 2025-10-24 true true Brian T Regan CPA P00371796 6104347700 2025-10-24 2024 2025-03-06 01:10:19Z X 8784056 X 98648 139538 139538 667458 4187824 667458 69298 69298 974942 876294 0 12500 12500 0 0 72683 72683 5221 5221 90404 90404 0 0 609750 609750 700154 90404 0 609750 274788 785890 0 117550 295135 295135 11957 12290 8315 5582166 5742380 7346949 1127918 1064574 1133657 6839591 7114379 8784056 0 0 X 6839591 7114379 6839591 7114379 6839591 7114379 6839591 274788 7114379 7114379 AMERIPRISE S/T COVERED 2023-09-30 2024-03-31 1322556 1247182 76353 75374 AMERIPRISE L/T COVERED 2023-03-31 2024-09-30 2678358 2139953 537329 538405 AMERIPRISE L/T NONCOVERED 2009-03-31 2024-09-30 181457 133134 48323 48323 CAPITAL GAIN DIVIDENDS P 5453 CAPITAL GAIN DIVIDENDS P 5453 CAPITAL GAIN DIVIDENDS P 5453 667458 10924 10924 10924 6276 0 10000 16276 5352 5352 false false false false false false false true true PA true false false false false true N/A DAVID N SHAFFER 8004455787 1588 WEYHILL CIRCLE BETHLEHEM PA 18015 false false false false false false false false false false false false false false false false false false false false false false ROSE SHAFFER 1588 WEYHILL CIRCLE BETHLEHEM PA 18015 TRUSTEE 0 0 0 0 DAVID SHAFFER 1588 WEYHILL CIRCLE BETHLEHEM PA 18015 TRUSTEE 0 0 0 0 SUSAN SHAFFER 1588 WEYHILL CIRCLE BETHLEHEM PA 18015 TRUSTEE 0 0 0 0 AMERIPRISE 70200 AMERIPRISE CENTER MINNEAPOLIS MN 554740507 MONEY MNGT 0 NOT APPLICABLE NOT APPLICABLE 7423939 262858 1133657 8820454 0 8820454 132307 8688147 434407 434407 10924 10924 423483 423483 423483 609750 0 0 0 0 609750 423483 0 2022 2021 2020 0 381107 327802 254088 264566 179238 1406801 609750 0 423483 186267 1593068 0 0 0 0 381107 1211961 327802 254088 264566 179238 186267 DAVID SUSAN SHAFFER AND ROSE B NONE X BISHOP'S ANNUAL APPEAL 1101 WEST HAMILTON STREET ALLENTOWN PA 18105 NONE UNRESTRICTED USE BY DONEE 15000 ALLENTOWN SYMPHONY ASSOCIATION 23 NORTH SIXTH STREET ALLENTOWN PA 18101 NONE UNRESTRICTED USE BY DONEE 7500 JEWISH FEDERATION OF THE LEHIGH VALLEY 702 N 22ND STREET ALLENTOWN PA 18104 NONE UNRESTRICTED USE BY DONEE 125000 NEW BETHANY MINISTRIES 337 WYANDOTTE STREET BETHLEHEM PA 18015 NONE UNRESTRICTED USE BY DONEE 35000 UNITED WAY OF GREATER LEHIGH VALLEY 2000 AVENUE A THIRD FLOOR BETHLEHEM PA 18017 NONE UNRESTRICTED USE BY DONEE 250000 EASTER SEALS EASTERN PA 1501 LEHIGH STREET SUITE 201 ALLENTOWN PA 18103 NONE UNRESTRICTED USE BY DONEE 10000 THE ARC 2289 AVE A BETHLEHEM PA 18017 NONE UNRESTRICTED USE BY DONEE 20000 THE CHILDREN'S HOME OF EASTON 2000 S 25TH STREET EASTON PA 180426031 NONE UNRESTRICTED USE BY DONEE 20000 COMMUNITIES IN SCHOOLS OF THE LEHIGH VALLEY 798-732 N 12TH STREET ALLENTOWN PA 18102 NONE UNRESTRICTED USE BY DONEE 25000 STEPHEN'S PLACE 729 RIDGE STREET BETHLEHEM PA 18015 NONE UNRESTRICTED USE BY DONEE 2000 MILLER-KEYSTONE BLOOD CENTER 1465 VALLEY CENTER PARKWAY BETHLEHEM PA 18017 NONE UNRESTRICTED USE BY DONEE 5250 ST LUKE'S HOSPITAL 801 OSTRUM STREET BETHLEHEM PA 18015 NONE UNRESTRICTED USE BY DONEE 50000 LEHIGH VALLEY SUMMERBRIDGE 4313 GREEN POND ROAD BETHLEHEM PA 18020 NONE UNRESTRICTED USE BY DONEE 5000 HISPANIC CENTER LEHIGH VALLEY 520 EAST FOURTH STREET BETHLEHEM PA 18015 NONE UNRESTRICTED USE BY DONEE 20000 CADC OF BETHLEHEM 409 EAST FOURTH STREET BETHLEHEM PA 18015 NONE UNRESTRICTED USE BY DONEE 20000 609750 14 139538 18 69298 18 667458 876294 876294 false false false false false false false false false false X X 1 ROSE B SHAFFER 138-30 MONTROSE AVENUE ROSEMONT PA 19010 98648 X ACCOUNTING FEES 12500 12500 AMERIPRISE 0445 704037 690670 AMERIPRISE 0542 411108 818681 AMERIPRISE 0956 397113 508719 AMERIPRISE 2800 493829 681767 AMERIPRISE 2964 273391 354755 AMERIPRISE 7298 803872 815549 AMERIPRISE 4888 499561 525541 AMERIPRISE 5640 143380 175070 AMERIPRISE 4536 149016 155316 AMERIPRISE 4620 6932 6932 AMERIPRISE 6273 0 0 AMERIPRISE 7277 414912 422346 AMERIPRISE 8323 358 358 AMERIPRISE 9141 470363 584229 AMERIPRISE 8024 0 0 AMERIPRISE 6425 290901 412569 AMERIPRISE 8240 186029 255598 AMERIPRISE 7065 497578 938849 12290 8315 MILL CREEK ENH INC FD LP SER I AT COST 1064574 1133657 MISC PUBLICLY TRADED PARTNERSHIP DISTRIBUTION 62656 62656 REIT INCOME 0 0 OTHER INCOME 6642 6642 AMERIPRISE-INVESTMENT FEES 72683 72683 FOREIGN TAXES 5206 5206 STATE TAX 15 15 FEDERAL EXCISE TAX-FORM 990PF 0 0