Shelfer Memorial Trust
Shelfer Memorial Trust is a private foundation, 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.
Shelfer Memorial Trust at a glance
In short: Shelfer Memorial Trust gave $37K across 2 grants in 2025 (avg $18K), mostly in Florida. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $36,655
- +3.2% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $18,328
- +3.2% vs 2024
- Median grant
- $18,328
- Total assets
- $560,221
- +2.8% vs 2024
- Primary geography
- Florida (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Shelfer Memorial Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Seminole Boosters Inc ($37K across 2 grants).
Grant Size Distribution
11 grants across all recorded years
The most common grant size was under $50K: 11 grants of 11 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How Shelfer Memorial Trust gives
- Giving held roughly steady from 2022 to 2025 (−9%). Method
- In 2025 it paid out 92% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $35K (2020) to $43K (2023). In 2025 it made 2 grants totaling $37K.
Grants by year
Grant recipients and amounts by year
| 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 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $560,221 | $58,798 | $42,701 | $36,655 | 2 | $36,655 | $58,555 | $39,883 |
| 2024 | $544,789 | $25,833 | $35,702 | $35,529 | 2 | $35,529 | $23,414 | $36,655 |
| 2023 | $554,818 | $11,688 | $48,437 | $42,956 | 2 | $42,956 | $11,524 | $35,529 |
| 2022 | $593,360 | $44,571 | $40,322 | $40,289 | 2 | $40,289 | $47,319 | $42,956 |
| 2021 | $589,386 | $35,958 | $39,451 | $36,827 | 3 | — | $19,777 | $40,289 |
| 2020 | $593,174 | $35,625 | $37,404 | $34,806 | 1 | — | $32,943 | $36,827 |
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.
Leadership & Key People
Officers and directors from IRS filings
Shelfer Memorial Trust's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Betty Ann Rodgers
Trustee
On filings since 2020
No compensation reported
James L. Rodgers Jr.
Trustee
On filings since 2020
No compensation reported
John Harvard
Trustee
On filings since 2024
No compensation reported
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.
Frequently asked questions about Shelfer Memorial Trust
How much does Shelfer Memorial Trust give each year?
Shelfer Memorial Trust gave $37K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $36K across 2 grants.
How large is Shelfer Memorial Trust?
Shelfer Memorial Trust reported $560K in total assets on its 2025 IRS Form 990-PF. It paid out $37K in qualifying distributions that year, against a required minimum of $40K (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.
Where does Shelfer Memorial Trust operate?
Shelfer Memorial Trust has awarded grants in Florida.
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
Live grants for the work Shelfer Memorial Trust funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in Shelfer Memorial Trust's focus areas in our free grants database
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Funders with grantees in common, and similar funders in Florida
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The foundation supports health, education, community services, and athletics, with most of its giving going to Florida organizations, especially in the Tallahassee area. In 2024, grants ranged from $100 to $15,000, with a median of $2,600. It gives only to preselected organizations and does not accept unsolicited requests.
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Shelfer Memorial Trust down — hundreds of funders to go?