Funder DirectoryJEFFERSON D SHATFORD MEMORIAL TRUST
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Private foundation (trust)EIN 136029993Est. 1960-06

JEFFERSON D SHATFORD MEMORIAL TRUST

TARRYTOWN, NY 10591

Accepts unsolicited proposals

Total Assets

$9.5M

FY 2024

Annual Giving

$323K

FY 2024

Grants Made

81

FY 2024

Avg Grant

$4K

FY 2024

Grant Range

$1K–$10K

Typical

Deadlines

Dependent on the school year of the ap…

Applications

Financial Snapshot

2024 filing

Total Revenue

$952K

Total Expenses

$402K

Qualifying Distributions

$354K

Distributable Amount

$439K

Min. Investment Return

$441K

Undistributed Income

$429K

Payout rate 81%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.81%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

81 grants

Grant sizes from minimum $1K through median $5K to maximum $10K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

5 years

Giving over time from 2020 to 2024. Peak $383K in 2022. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

426 grants

HUBBARDS AREA FOOD BANK
$35K
3 grants
NATALIE INAMURA
$27K
5 grants
HUBBARDS AREA LIONS CLUB
$26K
3 grants
MEGAN KENNIE
$22K
5 grants
ELIZABETH SCHWARTZ
$22K
5 grants
GRACE HIRSCH
$21K
5 grants
CATHERINE JOHNSON
$21K
5 grants
JASON FOSTER
$21K
5 grants

Grant Size Distribution

426 grants

<$10K
424
grants
$10–50K
2
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

8 states

Texas
$52K
42% of total
California
$36K
30% of total
New York
$14K
11% of total
PE
$8K
6% of total
Florida
$5K
4% of total
BC
$4K
3% of total
Arkansas
$4K
3% of total
Massachusetts
$875
1% of total

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JEFFERSON D SHATFORD MEMORIAL TRUST — Grants, Financials & Contact | Grantivo