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Shelby Foundation Trust Agreement is a private trust based in JACKSONVILLE, FL. The foundation received its IRS ruling in 2007. The principal officer is Anne G Lesser Lufrano. It holds total assets of $1.9M. Annual income is reported at $732K. Total assets have grown from N/A in 2011 to $1.2M in 2023. The foundation is governed by 4 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. According to available records, Shelby Foundation Trust Agreement has made 31 grants totaling $257K, with a median grant of $5K. The foundation has distributed between $72K and $110K annually from 2021 to 2023. Grantmaking activity was highest in 2022 with $110K distributed across 10 grants. Individual grants have ranged from $250 to $35K, with an average award of $8K. The foundation has supported 22 unique organizations. The foundation primarily supports organizations in Florida, Kentucky, Colorado, which account for 81% of all grants. Grantmaking reaches organizations across 8 states. 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.
Shelby Foundation Trust Agreement primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 31 grants. Its grantmaking reaches organizations primarily in FL, KY, CO.
Shelby Foundation Trust Agreement has distributed a total of $257K across 31 grants. The median grant size is $5K, with an average of $8K. Individual grants have ranged from $250 to $35K.
Shelby Foundation Trust Agreement typically selects its grantees rather than accepting unsolicited proposals.
Shelby Foundation Trust Agreement is headquartered in JACKSONVILLE, FL. While based in FL, the foundation distributes grants to organizations across 8 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Robert I Lufrano | TRUSTEE | $0 | $0 | N/A |
| Anne G Lesser Lufrano | TRUSTEE | $0 | $0 | N/A |
| Matthew Lufrano | TRUSTEE | $0 | $0 | N/A |
| Rueben Lufrano | TRUSTEE | $0 | $0 | N/A |
Total Giving
$74K
Total Assets
$1.2M
Fair Market Value
$1.2M
Net Worth
$1.2M
Grants Paid
$72K
Contributions
$300K
Net Investment Income
$16K
Distribution Amount
$43K
Total: $660K
Total Grants
31
Total Giving
$257K
Average Grant
$8K
Median Grant
$5K
Unique Recipients
22
Most Common Grant
$5K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Jacksonville SymphonyGENERAL FUND | Jacksonville, FL | $27K | 2023 |
| The Arc JacksonvilleGENERAL FUND | Jacksonville, FL | $5K | 2023 |
| Doctors Without BordersGENERAL FUND | New York, NY | $5K | 2023 |
| Grand Canyon AssociationGENERAL FUND | Grand Canyon, AZ | $5K | 2023 |
| Northwestern UniversityGENERAL FUND | Evanston, IL | $5K | 2023 |
| Food Bank Of The RockiesGENERAL FUND | Denver, CO | $5K | 2023 |
| St Jude'S Children'S HospitalGENERAL FUND | Memphis, TN | $5K | 2023 |
| Family & Intercultural Resource CenterGENERAL FUND | Silverthorne, CO | $5K | 2023 |
| River Garden FoundationGENERAL FUND | Jacksonville, FL | $3K | 2023 |
| Cathedral Arts ProjectGENERAL SUPPORT | Jacksonville, FL | $2K | 2023 |
| Lutheran Social ServicesGENERAL FUND | Jacksonville, FL | $1K | 2023 |
| Jewish Family & Community ServicesGENERAL FUND | Jacksonville, FL | $1K | 2023 |
| Summit County Rescue GroupGENERAL FUND | Breckenridge, CO | $1K | 2023 |
| Malivai Washington Youth FundGENERAL FUND | Jacksonville, FL | $1K | 2023 |
| University Of Florida JacksonvilleGENERAL FUND | Jacksonville, FL | $1K | 2023 |
| Hope At HandGENERAL FUND | Jacksonville, FL | $500 | 2023 |
| St Anthony'S HospitalGENERAL FUND | Stpetersburg, FL | $250 | 2023 |
| University Of North FloridaGENERAL FUND | Jacksonville, FL | $25K | 2022 |
| American Red CrossGENERAL SUPPORT | Jacksonville, FL | $10K | 2022 |
| Center For Disaster PhilanthropyGENERAL SUPPORT | Washington, DC | $5K | 2022 |
| Jewish Federation & Foundation Of Northeast FlGENERAL SUPPORT | Jacksonville, FL | $5K | 2022 |
| Community Foundation Of Western KyGENERAL SUPPORT | Paducah, KY | $35K | 2021 |
WEST PALM BCH, FL
WEST PALM BCH, FL
POMPANO BEACH, FL