Dale and Ruth Shepherd Memorial Scholarship FD Inc
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 grant totaling $109K. Net investment income was $3K.
Dale and Ruth Shepherd Memorial Scholarship FD Inc at a glance
In short: Dale and Ruth Shepherd Memorial Scholarship FD Inc gave $109K across 1 grant in 2020 (avg $109K), mostly in Indiana. Source: 2020 IRS Form 990-PF.
- Annual giving (2020)
- $109,107
- +991.1% vs 2019
- Grants made (2020)
- 1
- -90.0% vs 2019
- Average grant
- $109,107
- +10810.7% vs 2019
- Median grant
- $109,107
- Total assets
- $151,282
- -42.2% vs 2019
- Primary geography
- Indiana (100% of itemized 2020 grant dollars)
- Latest 990 filing
- Form 990-PF, 2020 View filing
Data from IRS Form 990-PF, 2020; updated October 2026.
Who Dale and Ruth Shepherd Memorial Scholarship FD Inc funds
How this funder distributes its grants
Top Recipients
Top recipient in 2020
The largest 2020 recipient was Renaissance Charitable Foundation ($109K).
Grant Size Distribution
11 grants across all recorded years
The most common grant size was under $50K: 10 grants of 11 (91%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2020 grant dollars on its one itemized grant.
Cities
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2020, annual grant giving ranged from $10K (2019) to $109K (2020). In 2020 it made 1 grant totaling $109K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Renaissance Charitable Foundation Indianapolis, IN | For Scholarships to Students of Ashecounty | $109,107 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|
| 2020 | $151,282 | $72 | $110,706 | $109,107 | 1 | $2,811 | $5,797 |
| 2019 | $261,916 | $9,556 | $10,582 | $10,000 | 10 | $10,343 | $12,582 |
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.
Leadership & Key People
Officers and directors from IRS filings
Dale and Ruth Shepherd Memorial Scholarship FD Inc is led by Sam Shumate, President on every filing since 2019; none of the 2 officers listed in 2020 report compensation.
Officers on the 2020 filing
Sam Shumate
President
On filings since 2019
1 hr/week
No compensation reported
Slyvia Miller
Treasurer
On filings since 2019
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2019–2020. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Dale and Ruth Shepherd Memorial Scholarship FD Inc
How much does Dale and Ruth Shepherd Memorial Scholarship FD Inc give each year?
Dale and Ruth Shepherd Memorial Scholarship FD Inc gave $109K across 1 grant in 2020, according to its 2020 IRS Form 990-PF. In 2019 it gave $10K across 10 grants.
How large is Dale and Ruth Shepherd Memorial Scholarship FD Inc?
Dale and Ruth Shepherd Memorial Scholarship FD Inc reported $151K in total assets on its 2020 IRS Form 990-PF. Its revenue that year was $72.
What is Dale and Ruth Shepherd Memorial Scholarship FD Inc?
Dale and Ruth Shepherd Memorial Scholarship FD Inc is a private foundation focused on Education, based in Warrensville, NC. It holds $151K in total assets as of 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.
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.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS January 14, 2020)
- IRS filings on file for fiscal years 2019–2020
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