John W Mashburn Charitable Trust

Foundation · Grantmaker Dalton, GA EIN: 27-3958145

John W Mashburn Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Dalton, GA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.7M in total assets. In 2024, it awarded 7 grants totaling $5.6M.

Key facts about John W Mashburn Charitable Trust

In short: John W Mashburn Charitable Trust gave $5.6M across 7 grants in 2024 (avg $794K), mostly in Georgia. Source: 2024 IRS Form 990-PF.

EIN
27-3958145
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$5,554,991
Grants made (2024)
7
Average grant
$793,570
Median grant
$5,000
Total assets
$5,709,400
Primary geography
Georgia (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$5.7M

-49.4% YoY

Annual Giving

$5.6M

+3416.4% YoY

Grant Count

7

-22.2% YoY

Avg Grant Size

$794K

+4421.1% YoY

How John W Mashburn Charitable Trust gives

  • Giving grew 229% from 2021 to 2024. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Share of all 7 itemized 2024 grant dollars.

Cities

DaltonRock SpringsResacaWilliamsburgAthensChattanoogaDemorestKennesawAtlantaAuburnTunnel Hill

Giving Over Time

Total grant dollars and number of grants per year

$0$2M$4M$6M9 grants202012 grants20217 grants20229 grants20237 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2024

Whitfield Healthcare Foundation: $5.5MWhitfield HealthcareFoundation$5.5MKennesaw St University: $10KKennesaw St University$10KDalton State University: $7KDalton State University$7KWhitfieldmurray Historical Society: $5KWhitfieldmurray HistoricalSociety$5KPiedmont University: $5KPiedmont University$5KGeorgia Northwestern Tech College: $2KGeorgia Northwestern TechCollege$2KFirst Baptist Church: $1KFirst Baptist Church$1K

Grant Size Distribution

44 grants across all recorded years

34<$50K1$50–100K3$100–250K3$250–500K1$500K–1M1$1–5M1$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
WHITFIELD HEALTHCARE FOUNDATION Dalton, GANO RESTRICTIONS$5,525,491
KENNESAW ST UNIVERSITY Kennesaw, GASCHOLARSHIPS$10,000
DALTON STATE UNIVERSITY Dalton, GASCHOLARSHIPS$7,000
WHITFIELDMURRAY HISTORICAL SOCIETY Dalton, GASCHOLARSHIP$5,000
PIEDMONT UNIVERSITY Demorest, GASCHOLARSHIP$5,000
GEORGIA NORTHWESTERN TECH COLLEGE Rock Springs, GASCOLARSHIPS$1,500
FIRST BAPTIST CHURCH Dalton, GANO RESTRICTIONS$1,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2M$4M$6M$8M20202021202220232024
Metric202420232022
Total Assets$5,709,400$11,293,179$11,972,858
Revenue$265,056$-280,051$105,692
Expenses$5,848,835$399,628$575,427
Qualifying Distributions$5,554,991$157,972$256,283
Net Investment Income—$59,975$32,831
Distributable Amount———

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

John W Mashburn Charitable Trust's 2024 filing lists 5 officers; all 5 officers listed in 2024 are compensated.

Officers on the 2024 filing

  • Bonnie Jones

    Trustee

    On filings since 2020

    $18K (2020) → $16K (2024)

  • Carla Ripley

    Trustee

    On filings since 2020

    $18K (2020) → $16K (2024)

  • Dewey Hughes

    Trustee

    On filings since 2020

    $18K (2020) → $15K (2024)

  • Mendy Mashburn

    Trustee

    On filings since 2020

    $18K (2020) → $16K (2024)

  • Sharon Beavers

    Trustee

    On filings since 2020

    $18K (2020) → $16K (2024)

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2024 IRS filing

Sharon Beavers — Trustee: $16KSharon BeaversTrustee$16KBonnie Jones — Trustee: $16KBonnie JonesTrustee$16KCarla Ripley — Trustee: $16KCarla RipleyTrustee$16KMendy Mashburn — Trustee: $16KMendy MashburnTrustee$16KDewey Hughes — Trustee: $15KDewey HughesTrustee$15K

Frequently asked questions about John W Mashburn Charitable Trust

How much does John W Mashburn Charitable Trust give each year?

John W Mashburn Charitable Trust gave $5.6M across 7 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $158K across 9 grants.

What is John W Mashburn Charitable Trust's typical grant size?

John W Mashburn Charitable Trust's median grant in 2024 was $5,000, and its average grant was $793,570, across 7 grants on its 2024 IRS Form 990-PF.

Where does John W Mashburn Charitable Trust give grants?

John W Mashburn Charitable Trust gives mostly in Georgia: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Dalton, GA (4 grants).

Does John W Mashburn Charitable Trust give general operating support?

Not in 2024: none of the 7 grants with a stated purpose on John W Mashburn Charitable Trust's 2024 IRS Form 990-PF were described as general or operating support.

Who are John W Mashburn Charitable Trust's largest grantees?

John W Mashburn Charitable Trust's largest 2024 grantees include Whitfield Healthcare Foundation ($5,525,491), Kennesaw St University ($10,000) and Dalton State University ($7,000), according to its 2024 IRS Form 990-PF.

How large is John W Mashburn Charitable Trust?

John W Mashburn Charitable Trust reported $5.7M in total assets on its 2024 IRS Form 990-PF. Its revenue that year was $265K.

What is John W Mashburn Charitable Trust?

John W Mashburn Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Dalton, GA. It holds $5.7M in total assets as of 2024.

What is John W Mashburn Charitable Trust's EIN?

John W Mashburn Charitable Trust's EIN (Employer Identification Number) is 27-3958145. IRS Form 990 filing data is available on this page for 2020–2024.

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

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