Jefferson D Shatford Memorial Trust
The Jefferson D Shatford Memorial Trust is a private foundation based in Tarrytown, New York. Its 2025 filing lists scholarships for religious or educational purposes and support for organizations among its grants.
Jefferson D Shatford Memorial Trust at a glance
In short: Jefferson D Shatford Memorial Trust gave $459K across 86 grants in 2025 (avg $5K), top state Texas. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $459,122
- +42.1% vs 2024
- Grants made (2025)
- 86
- +6.2% vs 2024
- Average grant
- $5,339
- +33.8% vs 2024
- Median grant
- $5,750
- Total assets
- $6,936,957
- +2.2% vs 2024
- Primary geography
- Texas (3% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
How to apply to Jefferson D Shatford Memorial Trust
- How to Apply
-
The filing lists a scholarship application form and contact form as application materials. Contact Diane Olear. Scholarships are for religious or educational purposes. The deadline depends on the applicant’s school year.
- Contact
Application contact: Diane Olear
Mailing address: Midland Trust Co 120 White Plains, Tarrytown, NY 10591
Phone: (914) 771-3238
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Jefferson D Shatford Memorial Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Hubbards Area Food Bank ($12K). Together the top 10 received $65K.
Organizations only. It also paid 68 individual scholarships ($357,422), which are not listed by name.
Grant Size Distribution
431 grants across all recorded years
The most common grant size was under $50K: 431 grants of 431 (100%).
Geographic Focus
Where this funder awards grants
The 2025 filing lists recipient-state shares of 3% for Texas, 1% for New York, and 1% for California; the remaining 95% is shown with an unspecified state (“?”).
Grant Distribution by State
Share of 2025 grant dollars across all 86 itemized grants.
Cities
How Jefferson D Shatford Memorial Trust gives
- Giving held roughly steady from 2022 to 2025 (+20%). Method
- In 2025 it paid out 94% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $306K (2021) to $459K (2025). In 2025 it made 86 grants totaling $459K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Hubbards Area Food Bank | Support of Organizations | $12,000 |
| 36 individual scholarships Recipients not named | — | $232,700 |
| Hubbards Area Lions Club | General Support | $7,000 |
| St Anthony's Community Centre | Building Upgrades & Repairs | $6,000 |
| Elizabeth Schwartz Bonny Lea - South Shore Community | Scholarship | $5,750 |
| Evan Adams-Lewis NSCC Akerly Campus | Scholarship | $5,750 |
| Shane McCarthy NSCC Akerly Campus | Scholarship | $5,750 |
| Ella Snair NCSS Akerly Campus | Scholarship | $5,750 |
| Elliot Breeze NSSC Luenburg Campus | Scholarship | $5,750 |
| Dylan Carver NSSC Luenburg Campus | Scholarship | $5,750 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $6,936,957 | $698,425 | $549,848 | $459,122 | 86 | $493,992 | $642,902 | $527,909 |
| 2024 | $6,785,752 | $952,445 | $401,790 | $323,073 | 81 | $353,930 | $904,585 | $438,553 |
| 2023 | $6,227,348 | $559,504 | $467,315 | $333,853 | 83 | $381,990 | $472,952 | $397,258 |
| 2022 | $6,124,940 | $307,119 | $525,541 | $382,834 | 87 | $462,750 | $247,537 | $415,862 |
| 2021 | $6,330,270 | $560,242 | $426,635 | $305,816 | 94 | $366,462 | $498,454 | $437,967 |
| 2020 | $6,197,625 | $563,312 | $469,015 | $368,115 | 81 | — | $505,279 | $369,187 |
Under IRS private-foundation payout rules, Jefferson D Shatford Memorial Trust reported a distributable amount of $528K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Grantmaking
In 2025, the trust made 86 grants totaling $459,122. Grant amounts ranged from $1,200 to $12,000, with a median of $5,750. Notable grants to organizations included $12,000 to Hubbards Area Food Bank for support of organizations, $7,000 to Hubbards Area Lions Club for general support, and $6,000 to St Anthony’s Community Centre for building upgrades and repairs.
Leadership & Key People
Leadership team and compensation from IRS filings
Midland Trust Company is listed as trustee on the 2025 filing.
Jefferson D Shatford Memorial Trust's only listed officer is Midland Trust Company, Trustee on every filing since 2024 (compensated).
Officers on the 2025 filing
Midland Trust Company
Trustee
On filings since 2024
4 hrs/week
$11K (2024) → $75K (2025)
Former officers (2)
- Former: JP Morgan Chase Bank N A (2020–2024) — Trustee
- Former: JP Morgan Chase Bank NA (2021–2022) — Trustee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $75K, to Midland Trust Company (Trustee).
Frequently asked questions about Jefferson D Shatford Memorial Trust
How much does Jefferson D Shatford Memorial Trust give each year?
Jefferson D Shatford Memorial Trust gave $459K across 86 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $323K across 81 grants.
What is Jefferson D Shatford Memorial Trust's typical grant size?
Jefferson D Shatford Memorial Trust's median grant in 2025 was $5,750, and its average grant was $5,339, across 86 grants on its 2025 IRS Form 990-PF.
Does Jefferson D Shatford Memorial Trust give general operating support?
Occasionally: 2% of Jefferson D Shatford Memorial Trust's 2025 grants with a stated purpose (2 of 86) were for general or operating support, per its 2025 IRS Form 990-PF. Recurring purposes include "Scholarship" (81 grants).
Who are Jefferson D Shatford Memorial Trust's largest grantees?
Jefferson D Shatford Memorial Trust's largest 2025 grantees include Hubbards Area Food Bank ($12,000), Hubbards Area Lions Club ($7,000) and St Anthony's Community Centre ($6,000), according to its 2025 IRS Form 990-PF. It also paid 68 individual scholarships ($357,422), which are not listed by name. Together they received 5% of its itemized 2025 grant dollars.
How large is Jefferson D Shatford Memorial Trust?
Jefferson D Shatford Memorial Trust reported $6.9M in total assets on its 2025 IRS Form 990-PF. It paid out $494K in qualifying distributions that year, against a required minimum of $528K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
How do I apply for a grant from Jefferson D Shatford Memorial Trust?
The filing lists a scholarship application form and contact form as application materials. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
Where does Jefferson D Shatford Memorial Trust make grants?
The 2025 filing lists recipient-state shares of 3% for Texas, 1% for New York, and 1% for California; the remaining 95% is shown with an unspecified state (“?”).
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 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 3, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 2, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS September 7, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS September 15, 2025)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS September 15, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
- IRS filings on file for fiscal years 2020–2024
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