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J.D. Shatford Memorial Trust
The J.D. Shatford Memorial Trust is a private foundation exempt from U.S. federal income taxation under Section 501(C)(3) of the U.S. Internal Revenue Code. The Trust provides Scholarship Grants to community college and university students who reside within the geographic boundaries of the Trust.
The Trust occasionally gives Community Organization Project Grants to non-profit organizations that are Canadian registered charities or public educational institutions.
The J.D. Shatford Memorial Trust is administered by its Trustee, the JPMorgan Chase Bank, N.A., through Private Foundation Services, New York, NY.
The local advisors who serve on the Trust’s Advisory Committee are: Andy Hare, Suzanne Brown, and Allyson McKinnon.
About the Trust
Jefferson Davis Shatford was born in Hubbards, on the South Shore of Nova Scotia, in 1862. As a teenager, he left Hubbards and began a successful career that included the establishment of Shatford Oil Company. In his later years, Mr. Shatford based his home in Daytona Beach, Florida, where he died on September 5, 1955. J.D. Shatford was returned to his Hubbards home where he was buried in Pine Hill Cemetery.
His will directed that “a granite block monument be erected at my grave inscribed only with my name, date of birth and date of death.” J.D. Shatford’s last will and testament, after providing bequests to family members and others, provided that:
My said Trustees shall use such an amount thereof as may be necessary in their absolute discretion, but not to exceed the sum of twenty-five thousand dollars ($25,000.00) to construct and install, as a memorial to Jefferson D. Davis, Florence Lesley Shatford, Ellen Mathilda Shatford and John Edward Shatford, a set of chimes in the old Protestant Episcopal Church at my birthplace, Hubbards, Halifax County, Nova Scotia. I prefer that such chimes be installed to ring automatically, if possible, and in this event, they shall be rung daily at twelve o’clock noon and six o’clock in the evening.
Any balance remaining, I direct my said Trustees to use, as herein provided, for the benefit of the people of Hubbards community, Halifax County, Nova Scotia, as a memorial to my mother, Ellen Mathilda Shatford, my father, John Edward Shatford, Florence Lesley Shatford and myself. The net income and principal of said fund shall be used by my said Trustees exclusively for religious, charitable or educational purposes including the proper care and necessary attention for the poor and indigent who are unable to care for themselves, the crippled and the blind or others suffering from misfortune and otherwise for the benefit of the people in the territory described or for the benefit of the community.
Mr. Shatford directed that his will and the dispositions of his property were to be construed and regulated by the laws of the State of New York and accordingly, directed that the validity and effect of such dispositions would be determined by such laws. At the Chambers of Surrogate Court, held in and for the County of New York, at the Hall of Records in the County of New York on March 19, 1957, The Honorable S. Samuel DiFalco, Surrogate determined the geographic boundaries within which the J.D. Shatford Memorial Trust is permitted to assist residents and organizations through charitable and educational grants.
The J.D. Shatford Memorial Trust is a private foundation exempt from U.S. federal income taxation under Section 501(c)(3) of the U.S. Internal Revenue Code. The J.D. Shatford Memorial Trust is administered by its Trustee, the JPMorgan Chase Bank, N.A., through JPMorgan Private Foundation Services, New York, NY. The local advisors who serve on the Trust’s Advisory Committee are Andy Hare, Suzanne Brown, and Allyson McKinnon.
Application forms are available online, at the Aspotogan Heritage Trust Building, J.D. Shatford Memorial Library and Job Depot in Hubbards, and at Sir John A High School and Forest Heights Community School.
The J.D. Shatford Memorial Trust provides Scholarship Grants to community college and university students whose Family resides within the geographic boundaries of the Trust. The general geographic boundries of the J.D. Shatford Memorial Trust are found on the web-site. A more detailed map of the geographical boundries is available at the offices of the Aspotogan Heritage Trust and at the J.D. Shatford Memorial Library in Hubbards, Nova Scotia.
All student applicants for scholarship grants must meet the criteria and guidelines listed below. The criteria and guidelines are also included with the application form.
1. Twenty-five (25) years of age or less at time of first application
2. Permanent residency of the student and their Family within the Trust’s geographic boundaries during the last three (3) years of high school (Grades 10 to 12) and continued Family residency within the Trust’s geographic boundaries following high school graduation while receiving funding from the Trust. Family is defined as at least one parent and the student applying for funding.
3. Proof of acceptance at an accredited university, community college or vocational-type institution.
4. Willingness to provide additional information as requested by the Trustees or the Trust’s Advisory Committee.
5. Applicants for full time classroom study only to be considered.
6. Each application covers one year of funding only. Annual applications are required.
Guidelines for Funding and Timing of Funding
1. Annual funding amount will be determined based on the number of successful applicants and income of the Trust.
2. Funding after year 1 will be based on passing marks received for the prior academic year ending June 30.
3. Fully completed applications received by the Advisory Committee by July 15 will be processed on a priority basis to ensure that funds are received by the various institutions on a timely basis. Late applications will be accepted and processed as time permits.
4. For all scholarship recipients applying by the early deadline, funding will be paid directly to the institution usually by the middle of September. Each institution will be required to submit annual reports to the Trustee accounting for the expenditure of the Scholarship Grant funds. Funding will be delayed for following years until reports are completed.
5. Trustee is JPMorgan Chase Bank, N.A., New York, New York. Final decisions regarding eligibility, amount of funding and timing of payment rests with the Trustee. The Trustee has sole discretion over applications. The terms and conditions upon which scholarship grants are made may change over time at the sole discretion of Trustee.
Below is general information for post-secondary students applying for educational assistance:
1. Applications for funding must be submitted by all students on an annual basis. The maximum number of years for funding under the Trust is 6 years at the undergraduate level, including vocational and community college courses. The maximum number of years of funding from the Trust is 10 years for those students continuing education at a graduate level. Applications are available online and hard copies are available at the Aspotogan Heritage Trust (AHT) offices and the J.D. Shatford Memorial Library in Hubbards. Applications also are available at the two high schools within the region (SJA & FHCS).
2. Applications received by July 15 will receive priority attention. Late applications received will be held for the second mailing to the Trustees in September or early October. Applications should be submitted as early as possible to speed up the process.
3. Incomplete applications will be returned to the applicant. Please provide a complete street address to assist us in determining your eligibility. For example, RR#2 Hubbards does not provide us with sufficient information to determine whether you live within the geographic boundaries of the Trust.
4. The maximum assistance per year may vary based on the income earned by the Trust and the number of applicants. Funding will be determined by JP Morgan Chase Bank, Trustee.
5. Funding will be provided to full-time students only and is based on the criteria on the application form. Funding is based on 5 full time courses (30 credit hours) for university students and will be prorated for any number of courses less than 5 (30 credit hours). Vocational courses will be funded based on full-time participation in the program in question. Credits/courses completed successfully will be taken into consideration when determining further funding. Co-op terms are not included in the annual funded amounts. Students on a co-op program will not be penalized but funding will be prorated based on the classroom terms.
6. Funds are paid in $US directly to the institution attended, usually by mid to late September for qualified applicants that meet the early deadline. Institutions will apply the funds against any accounts outstanding relating to the school year with any balance to go directly to the student to assist with other educational costs and expenses (e.g., books and course related expenses, room and board, reasonable and necessary living expenses, etc.). Funds may be held by the institution for 2nd term funding.
7. Currently, funding for university students is based on the following criteria after the 1st year (for students taking 5 or more courses):
|Credits Received in Prior Year||Funding %|
|30 credit hrs / 5 credits or more||100%|
|27 credit hrs / 4.5 credits||75%|
|24 credit hrs / 4 credits||50%
|Less than 24 credit hrs||0%|
Students receiving less than 100% can increase future funding based on results in a following year. Those determined to be ineligible due to academic results may be eligible for funding following a year of self-funding and strong achievement. For students in a probationary situation due to the lack of scholastic achievement, GPA will also be considered by the Trustee in determining funding.
Community College courses and other vocational type programs will be evaluated based on results of the program completed to date.
8. The school year is considered as July 1 to June 30 for purposes of determining the calculation in section 7.
9. To meet the residency requirements, eligible students must complete a minimum of their last 3 years of high school (Grades10 to12) while the parent(s) and student live within the Shatford Trust boundaries. The student and his/her family must maintain permanent residency in the designated area while the student is receiving Trust funding. Future eligibility is based on continued adherence to residency requirements. Final residency determination rests with the Trustee in the United States.
10. Should a student decide to discontinue their education during the school year they should inform the Advisory Committee. Educational institutions have been informed that any remaining funds as the result of your decision are to be returned by the school to the Trustee.
11. The Trustee and their representatives have authority to publish the names of successful applicants on the J.D. Shatford Memorial Trust website (www.fdnweb.org/shatford) based on your agreement when signing the application.
12. Students with questions can contact Andy Hare, Suzanne Brown, or Allyson McKinnon at email@example.com
NOTICE: Deadline for early applications is July 15, 2022
To download the application in PDF format click here.
Application forms are also available at: the Aspotogan Heritage Trust Building and J.D. Shatford Memorial Library
Annually the Trust’s Advisory Committee meets with first-time applicants for an information session to assist with any questions with respect to the application process.
As well, it is important that the Trust’s Advisory Committee gets to know applicants in case there are problems that need to be discussed during the year.
This year the Shatford Trust Advisory Committee has again decided to go ahead with in-person outside social distancing information sessions for first time applicants on Tuesday May 17, 2022.
We will be presenting from the steps of the Aspotogan Heritage Trust building in Hubbards. The AHT Building is located at 10 Pte. Richard Green Lane Hubbards.
Please email firstname.lastname@example.org for information about interviews.
Meetings will be held Tuesday May 17, 2022 at the AHT Building in Hubbards
7:00PM Dalhousie University students
7:30PM All other students
Below is a list of the 89 recipients of educational funding during 2021-2022 school year:
Acadia University (3)
Australia College of Christian Studies (1)
Blanche Macdonald Centre (1)
Bonny Lea Farm (1)
Carleton University (1)
Dalhousie University (17)
Eastern College (1)
Holland College PEI (1)
Lakehead University (1)
Memorial University (2)
Mount Allison University (2)
Mount St. Vincent University (4)
NSCAD University (1)
NSCC – Akerly Campus (2)
NSCC – Institute of Technology Campus (3)
NSCC – Kingstec (2)
NSCC – Lunenburg Campus (3)
NSCC - Pictou Campus (1)
NSCC – Ivany Campus (8)
NSCC – Truro (2)
NSCC - Yarmouth (1)
Prescott Group (1)
Queens University (2)
Raymond, Mary Elizabeth
Saint Mary’s University (15)
Raymond, Mary Margaret
St. FX (4)
Trinity Western University (1)
Universite de Moncton (1)
University of California Davis (1)
University of Iceland (1)
University of Waterloo (1)
Western University (1)
The Trust occasionally gives Community Organization Project Grants to non-profit organizations that are Canadian registered charities or public educational institutions. Organizations must be located within the geographic boundaries of the Trust. (Note: Project Grants are based on the availability of funds after scholarship grants are allocated and are given at the discretion of the Trustee.)
Please contact the Trust’s Advisory Committee if you are interested in submitting a proposal.
Some examples of organizations supported by the Trust through Project Grants are:
- J.D. Shatford Memorial Public Library
- Shatford Memorial Elementary School
- Aspotogan Consolidated Elementary School
- Hubbards Barn and Community Park
Project Grants and funding were also provided to:
- Hubbards and Area Food Bank through the Fox Point Seventh Day Adventist Church
- Hubbards Heritage Society
All recipients of project grants from the J.D. Shatford Memorial Trust agree to abide by the following stipulations:
1. Grant funds will be used only for the purposes described in the grant recipient’s request letter for funding and those purposes must further exclusively charitable or educational purposes described in section 170(c)(2)(B) of the United States Internal Revenue Code of 1986, as amended (the “Code”).
2. No part of the grant funds will be used to attempt to influence legislation or the outcome of any specific public election, to carry on, directly or indirectly, any voter registration drive, or to undertake any activities for any purpose that would not be deemed to be a charitable or educational purpose described in Code section 170(c)(2)(B).
3. The grant, as well as income earned from any investment of the grant funds, will be maintained in a separate fund dedicated for charitable or educational purposes described in Code section 170(c)(2)(B), unless the grant recipient sends documentation to the Trustee verifying its Canadian registered charity status (including BN number) under the signature of an authorized official of the grant recipient.
4. The grant, as well as income earned from any investment of the grant funds, will not be expended for any other purpose without the Trustee’s prior written approval.
5. The grant funds will be expended substantially in accordance with any budget included in the grant recipient’s request letter for funding.
6. If any part of the grant is not expended or committed for the project described in the grant recipient’s request letter for funding, the grant recipient will notify the Trustee, whereupon the Trustee will have the absolute right to change the terms of or cancel the grant; and (b) if the grant is cancelled, the grant recipient agrees to return the full amount of the grant to the Trustee immediately and to provide an accounting as to the use of any expended funds.
7. The grant recipient will submit a written report to the Trustee no later than 60 days after the final expenditure of the grant funds. These reports should contain: (a) an analysis of the success of the project and a description of how it was carried out; and (b) a financial accounting as to the use and disposition of the grant funds, signed by a financial officer of the grant recipient.
8. The Trustee may monitor the progress of the project financed by the grant (including by making site visits), discuss the project, its implementation, and finances with representatives of the grant recipient, and review records and other material, including financial records, connected with the project.
9. The grant recipient will seek prior approval from the Trustee before using the name of the Trust for anything other than standard funding lists.
10. The terms of the grant will be governed by the laws of the State of New York.
Now that all homes in Hubbards have a proper civic address, we require that all applicants provide the proper numbered street address to assist with the verification of the residency requirement. We recommend you verify that your current address is within the georgraphic boundaries of the J.D. Shatford Memorial Trust by contacting email@example.com with your full address.
You may consult the map below and/or download a high resolution PDF. You may also view a large detailed map available at the J.D. Shatford Memorial Public Library in Hubbards by requesting it from staff at the library information desk. If your address appears to be well within the designated boundaries you should still verify this with Trust’s Advisory Committee preferably by email or by letter.
If you are thinking of moving to the area or are in the process of purchasing a home in the area please be aware that realtors and land developers may advertise or promote properties as within the J.D. Shatford Memorial Trust when they are not. The geographic boundaries are very specific and were put in place long before many areas were populated.
We encourage you to make every effort to verify that properties you might be considering are within the geographic boundaries of the Trust before you finalize your purchase if that is an important consideration for you. Certainly any decision to purchase property in the area should not depend on assumptions about receipt of the J. D. Shatford Memorial Trust scholarship funding as the Trust’s guidelines may change over time. Please read the guidelines for eligibility carefully, especially those concerning how long you must reside in the area before applying for J.D. Shatford Memorial Trust scholarship funds.
Please be aware that real estate brokers and land developers do not have permission from the J.D. Shatford Memorial Trust to use the name of the organization in any advertising or promotional materials.
Below is a copy of the Trust Survey Map that reflects the actual geographic boundaries of the J.D. Shatford Memorial Trust.
To download a high resolution PDF version of the map please click here or on the map below.
For reference the addresses below mark the current geographic boundaries of the Trust:
- Last house within the Trust on Hwy 329 is number 2106 Hwy 329.
- Last house within the Trust on St. Margaret’s Bay Road, Black Point is number 8248 St. Margaret’s Bay Road.
- First house within the Trust on Meisner’s Point Road is number 79 Meisner’s Point Road.
- In Sim’s Settlement, to Meisner’s Forest Retreat Road (formerly Mersey Road Connector). Houses on the right hand side going to Chester need to check the map as some of the roads off Hwy 3 are not in the Trust’s geographic boundaries.
- Areas where the Trust’s geographic boundaries intersect local roads include Meisners Point Road, Flemming Heights in Black Point, Mill Lake Road, Sims Road in Sims Settlement and Aspotogan Ridge in Mill Cove.
The local advisors who serve on the Trust’s Advisory Committee are:
- Andy Hare
- Suzanne Brown
- Allyson McKinnon
All correspondence should be directed to:
J.D. Shatford Memorial Trust
PO Box 192
Hubbards, Nova Scotia
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