Jefferson D Shatford Memorial Trust
The Jefferson D Shatford Memorial Trust is a private foundation based in Tarrytown, New York. The organization operates as a grantmaking foundation focused on supporting various philanthropic initiatives.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$6.8M
+9.0% YoY
Annual Giving
$323K
-3.2% YoY
Grant Count
81
-2.4% YoY
Avg Grant Size
$4K
-0.8% YoY
Under IRS private-foundation payout rules, Jefferson D Shatford Memorial Trust reported a distributable amount of $439K for 2024 — the minimum it must pay out in qualifying distributions.
Grantmaking
The foundation maintains modest grant sizes, with typical awards ranging from $800 to $16,081. Based on the most recent IRS Form 990 filing from 2024, the foundation distributed $323,073 in total giving during that year.
Grant Range
s, with typical awards ranging from $800 to $16,081. Based on the most recent IRS Form 990 filing from 2024, the foundation distributed $323,073 in total giving during that year.
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Geographic Focus
Where this funder awards grants
The foundation's grantmaking priorities are concentrated primarily in Texas, New York, and California.
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
Total Assets: $6,785,752
Total Annual Giving (2024): $323,073
The foundation's financial data is derived from IRS Form 990 filings, with the most recent filing covering the 2024 tax year.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $6,785,752 | $6,227,348 | $6,124,940 |
| Revenue | $952,445 | $559,504 | $307,119 |
| Expenses | $401,790 | $467,315 | $525,541 |
| Qualifying Distributions | $353,930 | $381,990 | $462,750 |
| Net Investment Income | $904,585 | $472,952 | $247,537 |
| Distributable Amount | $438,553 | $397,258 | $415,862 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
250 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Hubbards Area Food Bank ($10,000), Hubbards Area Lions Club ($5,336), Makayla Coolen ($4,800).
| Recipient | Purpose | Amount |
|---|---|---|
| SAM INAMURA | SCHOLARSHIP | $4,625 |
| JENNA MASON | SCHOLARSHIP | $2,400 |
| KEILANA MUNDEN | SCHOLARSHIP | $2,880 |
| HANS FELIX BIEGER | SCHOLARSHIP | $2,880 |
| MAKAYLA COOLEN | SCHOLARSHIP | $4,800 |
| MEGAN BROWN | SCHOLARSHIP | $4,800 |
| CHELSEA PINNELL | SCHOLARSHIP | $2,880 |
| JOHANNA GILLIS | SCHOLARSHIP | $2,400 |
| MADISON WATERS | SCHOLARSHIP | $4,800 |
| CASSANDRA NAUSS | SCHOLARSHIP | $2,400 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JP Morgan Chase Bank N A | TRUSTEE | 4 | $15,644 |
| MIDLAND TRUST COMPANY | TRUSTEE | 4 | $11,494 |
Frequently Asked Questions
How do I apply for a grant from Jefferson D Shatford Memorial Trust?
The foundation maintains modest grant sizes, with typical awards ranging from $800 to $16,081. Based on the most recent IRS Form 990 filing from 2024, the foundation distributed $323,073 in total giving during that year. The foundation does not currently maintain live grant opportunities for external applicants.
Where does Jefferson D Shatford Memorial Trust make grants?
The foundation's grantmaking priorities are concentrated primarily in Texas, New York, and California.
What size grants does Jefferson D Shatford Memorial Trust award?
In 2024, Jefferson D Shatford Memorial Trust awarded 81 grants totaling $323K — an average of about $4K per grant, based on its IRS Form 990 filings.
How much is Jefferson D Shatford Memorial Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Jefferson D Shatford Memorial Trust reported a distributable amount of $439K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Jefferson D Shatford Memorial Trust's EIN?
Jefferson D Shatford Memorial Trust's EIN (Employer Identification Number) is 13-6029993. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Jefferson D Shatford Memorial Trust's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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