Shelley Harry Trust

COLUMBUS, OH EIN: 55-6098134

Shelley Harry Trust is a private foundation, based in COLUMBUS, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $845K in total assets. In 2024, it awarded 1 grants totaling $49K. Net investment income was $54K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$845K

-0.0% YoY

Annual Giving

$49K

-4.3% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$49K

-4.3% YoY

Under IRS private-foundation payout rules, Shelley Harry Trust reported a distributable amount of $47K for 2024 — the minimum it must pay out in qualifying distributions.

About Shelley Harry Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Maryland $249K (100%)

States

Maryland

Cities

Boonsboro

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$844,501	$844,712	$860,591
Revenue	$64,326	$49,885	$47,406
Expenses	$64,556	$66,206	$93,499
Qualifying Distributions	$57,161	$58,776	$61,442
Net Investment Income	$53,576	$36,238	$40,366
Distributable Amount	$46,971	$43,127	$46,188

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Fahrney Keedy Memorial Home ($48,658).

Recipient	Purpose	Amount
FAHRNEY KEEDY MEMORIAL HOME BOONSBORO, MD	GENERAL OPERATING	$48,658

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
HUNTINGTON NATIONAL BANK	TRUSTEE	1	$13,507

Frequently Asked Questions

How large is Shelley Harry Trust?

As of 2024, Shelley Harry Trust holds $845K in total assets with $64K in annual revenue. It awarded 1 grants totaling $49K in 2024.

Where does Shelley Harry Trust operate?

Shelley Harry Trust has awarded grants in Maryland.

What size grants does Shelley Harry Trust award?

In 2024, Shelley Harry Trust awarded 1 grants totaling $49K — an average of about $49K per grant, based on its IRS Form 990 filings.

How much is Shelley Harry Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Shelley Harry Trust reported a distributable amount of $47K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.