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Andrew Shugart Charitable Trust is a private trust based in VESTAVIA HLS, AL. The foundation received its IRS ruling in 2000. The principal officer is Andrew C Shugart. It holds total assets of $3.5M. Annual income is reported at $3.5M. The foundation is governed by 3 officers and trustees. The foundation operates in the area of education. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2020 to 2023. According to available records, Andrew Shugart Charitable Trust has made 3 grants totaling $16K, with a median grant of $6K. Annual giving has grown from $4K in 2020 to $12K in 2022. Individual grants have ranged from $4K to $6K, with an average award of $5K. Grant recipients are concentrated in Alabama. Contributions to this foundation are tax-deductible.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Andrew Shugart Charitable Trust primarily funds organizations in the area of education. Based on available records, the foundation has funded 3 grants. Its grantmaking reaches organizations primarily in AL.
Andrew Shugart Charitable Trust has distributed a total of $16K across 3 grants. The median grant size is $6K, with an average of $5K. Individual grants have ranged from $4K to $6K.
Andrew Shugart Charitable Trust typically selects its grantees rather than accepting unsolicited proposals.
Andrew Shugart Charitable Trust is headquartered in VESTAVIA HLS, AL.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Andrew C Shugart | TRUSTEE | $0 | $0 | N/A |
| James Gibson Rogers | TRUSTEE | $0 | $0 | N/A |
| Roger H Harp | TRUSTEE | $0 | $0 | N/A |
Total Giving
$6K
Total Assets
$77K
Fair Market Value
$122K
Net Worth
$77K
Grants Paid
$6K
Contributions
N/A
Net Investment Income
$4K
Distribution Amount
$6K
Total Grants
3
Total Giving
$16K
Average Grant
$5K
Median Grant
$6K
Unique Recipients
1
Most Common Grant
$6K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Mortimer Jordan High SchoolSCHOLARSHIP | Kimberly, AL | $6K | 2022 |