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
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
No grants recorded for .
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
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Similar funders by location and focus area
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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