Shackelford Charitable Trust is a private foundation focused on N/A, based in ORLANDO, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $9.4M in total assets. In 2024, it awarded 2 grants totaling $420K. Net investment income was $759K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$9.4M
+2.5% YoY
Annual Giving
$420K
-2.2% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$210K
-2.2% YoY
Under IRS private-foundation payout rules, Shackelford Charitable Trust reported a distributable amount of $509K for 2024 — the minimum it must pay out in qualifying distributions.
About Shackelford Charitable Trust
Based on IRS filings
Shackelford Charitable Trust is a private foundation focused on N/A, based in ORLANDO, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $9.4M in total assets. In 2024, it awarded 2 grants totaling $420K. Net investment income was $759K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $9,406,050 | $9,172,550 | $9,168,285 |
| Revenue | $760,459 | $530,928 | $161,685 |
| Expenses | $526,937 | $523,724 | $586,612 |
| Qualifying Distributions | $514,796 | $477,730 | $542,777 |
| Net Investment Income | $759,402 | $481,738 | $166,052 |
| Distributable Amount | $508,674 | $468,332 | $491,909 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
10 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Create Foundation ($350,000), University of Tennessee Dept of Forestry ($69,776).
| Recipient | Purpose | Amount |
|---|---|---|
| CREATE FOUNDATION TUPELO, MS | GENERAL OPERATING | $350,000 |
| UNIVERSITY OF TENNESSEE DEPT OF FORESTRY KNOXVILLE, TN | GENERAL OPERATING | $69,776 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| TRUIST BANK | TRUSTEE | 1 | $62,520 |
| J CLAYTON STANLEY | ADVISORY BOARD MEMBER | 1 | $10,000 |
| OMAR R SMITH III | ADVISORY BOARD MEMBER | 1 | $10,000 |
| PAUL CALAME | ADVISORY BOARD MEMBER | 1 | $10,000 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Shackelford Charitable Trust?
Shackelford Charitable Trust is a private foundation focused on N/A, based in ORLANDO, FL. It holds $9.4M in total assets as of 2024.
How large is Shackelford Charitable Trust?
As of 2024, Shackelford Charitable Trust holds $9.4M in total assets with $760K in annual revenue. It awarded 2 grants totaling $420K in 2024.
Where does Shackelford Charitable Trust operate?
Shackelford Charitable Trust has awarded grants in Mississippi, New York, Tennessee.
What size grants does Shackelford Charitable Trust award?
In 2024, Shackelford Charitable Trust awarded 2 grants totaling $420K — an average of about $210K per grant, based on its IRS Form 990 filings.
How much is Shackelford Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Shackelford Charitable Trust reported a distributable amount of $509K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Shackelford Charitable Trust's EIN?
Shackelford Charitable Trust's EIN (Employer Identification Number) is 62-6363101. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Shackelford Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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