Dale and Ruth Shepherd Memorial Scholarship Fd Inc

WARRENSVILLE, NC EIN: 30-0130778

Dale and Ruth Shepherd Memorial Scholarship Fd Inc is a private foundation focused on Education, based in WARRENSVILLE, NC. IRS filing data is available from 2019 through 2020. As of 2020, the organization holds $151K in total assets. In 2020, it awarded 1 grants totaling $109K. Net investment income was $3K.

Financial Overview

From 2020 IRS Form 990-PF · View filing

Total Assets

$151K

Annual Giving

$109K

+991.1% YoY

Grant Count

1

-90.0% YoY

Avg Grant Size

$109K

+10810.7% YoY

Under IRS private-foundation payout rules, Dale and Ruth Shepherd Memorial Scholarship Fd Inc reported a distributable amount of $6K for 2020 — the minimum it must pay out in qualifying distributions.

About Dale and Ruth Shepherd Memorial Scholarship Fd Inc

Based on IRS filings

Dale and Ruth Shepherd Memorial Scholarship Fd Inc is a private foundation focused on Education, based in WARRENSVILLE, NC. IRS filing data is available from 2019 through 2020. As of 2020, the organization holds $151K in total assets. In 2020, it awarded 1 grants totaling $109K. Net investment income was $3K.

Focus Areas

Ready to take the next step with Dale and Ruth Shepherd Memorial Scholarship Fd Inc?

Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

BooneChapel HillEmoryHudsonIndianapolisRaleighWilkesboro

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$30K$61K$91K$122K20192020
Metric20202019
Total Assets$151,282
Revenue$72
Expenses$110,706
Qualifying Distributions
Net Investment Income$2,811
Distributable Amount$5,797

Giving Over Time

Total grant dollars and number of grants per year

$0$27K$55K$82K$109K10 grants20191 grants2020

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2020

RENAISSANCE CHARITABLE F…$109K

Grant Size Distribution

11 grants across all recorded years

10<$50K$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2020 grants, the largest include Renaissance Charitable Foundation ($109,107).

RecipientPurposeAmount
RENAISSANCE CHARITABLE FOUNDATION INDIANAPOLIS, INFOR SCHOLARSHIPS TO STUDENTS OF ASHECOUNTY$109,107

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2020 IRS filing

From 2020 filing

NameTitleHoursCompensation
SAM SHUMATEPRESIDENT1
SLYVIA MILLERTREASURER1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Dale and Ruth Shepherd Memorial Scholarship Fd Inc?

Dale and Ruth Shepherd Memorial Scholarship Fd Inc is a nonprofit organization focused on Education, based in WARRENSVILLE, NC. It holds $151K in total assets as of 2020.

How large is Dale and Ruth Shepherd Memorial Scholarship Fd Inc?

As of 2020, Dale and Ruth Shepherd Memorial Scholarship Fd Inc holds $151K in total assets with $72 in annual revenue. It awarded 1 grants totaling $109K in 2020.

Where does Dale and Ruth Shepherd Memorial Scholarship Fd Inc operate?

Dale and Ruth Shepherd Memorial Scholarship Fd Inc has awarded grants in Indiana, North Carolina, Virginia.

What size grants does Dale and Ruth Shepherd Memorial Scholarship Fd Inc award?

In 2020, Dale and Ruth Shepherd Memorial Scholarship Fd Inc awarded 1 grants totaling $109K — an average of about $109K per grant, based on its IRS Form 990 filings.

How much is Dale and Ruth Shepherd Memorial Scholarship Fd Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2020, Dale and Ruth Shepherd Memorial Scholarship Fd Inc reported a distributable amount of $6K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Dale and Ruth Shepherd Memorial Scholarship Fd Inc's EIN?

Dale and Ruth Shepherd Memorial Scholarship Fd Inc's EIN (Employer Identification Number) is 30-0130778. IRS Form 990 filing data is available on this page for 2019–2020.

Explore Open Grants

Browse active grant opportunities in Dale and Ruth Shepherd Memorial Scholarship Fd Inc's focus areas in our free grants database

Similar Funders

Funders that support many of the same organizations

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

What could you do with Dale and Ruth Shepherd Memorial Scholarship Fd Inc on Grantable?

  • Assess strategic fit with your organization
  • Draft a tailored letter of inquiry
  • Find open RFPs from this funder
  • Monitor for new funding opportunities

Go from researching Dale and Ruth Shepherd Memorial Scholarship Fd Inc to a real strategy.

Plan your approach