Shackelford Charitable Trust

ORLANDO, FL EIN: 62-6363101

Shackelford Charitable Trust is a private foundation, 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

About Shackelford Charitable Trust

Based on IRS filings

Shackelford Charitable Trust is a private foundation, 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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

KnoxvilleNew YorkTupelo

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$234K$468K$702K$935K20202021202220232024
Metric202420232022
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

$0$120K$240K$360K$480K2 grants20202 grants20212 grants20222 grants20232 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

CREATE FOUNDATION$350KUNIVERSITY OF TENNESSEE …$70K

Grant Size Distribution

10 grants across all recorded years

<$50K2$50–100K5$100–250K3$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

TRUIST BANKTRUSTEE$63KJ CLAYTON STANLEYADVISORY BOARD MEMBER$10KOMAR R SMITH IIIADVISORY BOARD MEMBER$10KPAUL CALAMEADVISORY BOARD MEMBER$10K

From 2024 filing

NameTitleHoursCompensation
TRUIST BANKTRUSTEE1$62,520
J CLAYTON STANLEYADVISORY BOARD MEMBER1$10,000
OMAR R SMITH IIIADVISORY BOARD MEMBER1$10,000
PAUL CALAMEADVISORY BOARD MEMBER1$10,000

Related Funders

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

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