Shelfer Memorial Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in QUINCY, FL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $560K in total assets. In 2025, it awarded 2 grants totaling $37K. Net investment income was $59K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$560K
+2.8% YoY
Annual Giving
$37K
+3.2% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$18K
+3.2% YoY
Under IRS private-foundation payout rules, Shelfer Memorial Trust reported a distributable amount of $40K for 2025 — the minimum it must pay out in qualifying distributions.
About Shelfer Memorial Trust
Based on IRS filings
Shelfer Memorial Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in QUINCY, FL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $560K in total assets. In 2025, it awarded 2 grants totaling $37K. Net investment income was $59K.
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 | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $560,221 | $544,789 | $554,818 |
| Revenue | $58,798 | $25,833 | $11,688 |
| Expenses | $42,701 | $35,702 | $48,437 |
| Qualifying Distributions | $36,655 | $35,529 | $42,956 |
| Net Investment Income | $58,555 | $23,414 | $11,524 |
| Distributable Amount | $39,883 | $36,655 | $35,529 |
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 2025
Grant Size Distribution
11 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Seminole Boosters Inc ($18,328), Seminole Boosters Inc ($18,327).
| Recipient | Purpose | Amount |
|---|---|---|
| SEMINOLE BOOSTERS INC TALLAHASSEE, FL | TO SUPPORT THE MEN'S BASKETBALL PROG | $18,328 |
| SEMINOLE BOOSTERS INC TALLAHASSEE, FL | TO SUPPORT THE WOMEN'S BASKETBALL PR | $18,327 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BETTY ANN RODGERS | TRUSTEE | — | — |
| JAMES L RODGERS JR | TRUSTEE | — | — |
| JOHN HARVARD | TRUSTEE | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Shelfer Memorial Trust?
Shelfer Memorial Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in QUINCY, FL. It holds $560K in total assets as of 2025.
How large is Shelfer Memorial Trust?
As of 2025, Shelfer Memorial Trust holds $560K in total assets with $59K in annual revenue. It awarded 2 grants totaling $37K in 2025.
Where does Shelfer Memorial Trust operate?
Shelfer Memorial Trust has awarded grants in Florida.
What size grants does Shelfer Memorial Trust award?
In 2025, Shelfer Memorial Trust awarded 2 grants totaling $37K — an average of about $18K per grant, based on its IRS Form 990 filings.
How much is Shelfer Memorial Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Shelfer Memorial Trust reported a distributable amount of $40K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Shelfer Memorial Trust's EIN?
Shelfer Memorial Trust's EIN (Employer Identification Number) is 65-6238700. IRS Form 990 filing data is available on this page for 2020–2025.
Explore Open Grants
Browse active grant opportunities in Shelfer Memorial 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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