Shackelford Charitable Trust
Shackelford Charitable Trust is a private foundation focused on N/A, based in Orlando, FL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $9.5M in total assets. In 2025, it awarded 2 grants totaling $414K. Net investment income was $563K.
Key facts about Shackelford Charitable Trust
In short: Shackelford Charitable Trust gave $414K across 2 grants in 2025 (avg $207K), mostly in New York. Source: 2025 IRS Form 990-PF.
- EIN
- 62-6363101
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $413,654
- Grants made (2025)
- 2
- Average grant
- $206,827
- Median grant
- $206,827
- Total assets
- $9,486,520
- Primary geography
- New York (58% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$9.5M
+0.9% YoY
Annual Giving
$414K
-1.5% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$207K
-1.5% YoY
Under IRS private-foundation payout rules, Shackelford Charitable Trust reported a distributable amount of $547K for 2025 — the minimum it must pay out in qualifying distributions.
How Shackelford Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (−14%). Method
- In 2025 it paid out 88% 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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $260K (2020) to $480K (2022). In 2025 it made 2 grants totaling $414K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was The National Audubon Society Inc ($240K). Together the top 2 received $414K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was in the $100–250K range: 6 grants of 10 (60%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The National Audubon Society Inc New York, NY | General Operating | $240,179 |
| University of Tennessee Dept of Forestry Knoxville, TN | General Operating | $173,475 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $9,486,520 | $9,406,050 | $9,172,550 |
| Revenue | $600,163 | $760,459 | $530,928 |
| Expenses | $525,102 | $526,937 | $523,724 |
| Qualifying Distributions | $479,221 | $514,796 | $477,730 |
| Net Investment Income | $562,820 | $759,402 | $481,738 |
| Distributable Amount | $547,370 | $508,674 | $468,332 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS August 5, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 28, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 1, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 17, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 18, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 16, 2026)
- IRS filings on file for fiscal years 2020–2025
Leadership & Key People
Officers and directors from IRS filings
Shackelford Charitable Trust's 2025 filing lists 4 officers; all 4 officers listed in 2025 are compensated.
Officers on the 2025 filing
Truist Bank
Trustee
On filings since 2021
1 hr/week
$66K (2021) → $66K (2025)
J. Clayton Stanley
Advisory Board Member
On filings since 2020
1 hr/week
$10K (2020) → $10K (2025)
Omar R. Smith III
Advisory Board Member
On filings since 2020
1 hr/week
$10K (2020) → $10K (2025)
Paul Calame
Advisory Board Member
On filings since 2020
1 hr/week
$10K (2020) → $10K (2025)
Former officers (1)
- Former: Truist Bank FKA Suntrust Bank (2020) — 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 $66K, to Truist Bank (Trustee). 4 officers or directors reported compensation on that filing.
Frequently asked questions about Shackelford Charitable Trust
How much does Shackelford Charitable Trust give each year?
Shackelford Charitable Trust gave $414K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $420K across 2 grants.
How large is Shackelford Charitable Trust?
Shackelford Charitable Trust reported $9.5M in total assets on its 2025 IRS Form 990-PF. It paid out $479K in qualifying distributions that year, against a required minimum of $547K (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.
What is Shackelford Charitable Trust?
Shackelford Charitable Trust is a private foundation focused on N/A, based in Orlando, FL. It holds $9.5M in total assets as of 2025.
Where does Shackelford Charitable Trust operate?
Shackelford Charitable Trust has awarded grants in Mississippi, New York, Tennessee.
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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Shackelford Charitable Trust by hand.
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