Norman & Rose Shamberg Foundation

RALEIGH, NC EIN: 22-3249366

Norman & Rose Shamberg Foundation is a private foundation, based in RALEIGH, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $23K in total assets. In 2024, it awarded 19 grants totaling $200K. Net investment income was $4K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$23K

-85.6% YoY

Annual Giving

$200K

+1372.1% YoY

Grant Count

19

+72.7% YoY

Avg Grant Size

$11K

+752.2% YoY

Under IRS private-foundation payout rules, Norman & Rose Shamberg Foundation reported a distributable amount of $7K for 2024 — the minimum it must pay out in qualifying distributions.

About Norman & Rose Shamberg Foundation

Based on IRS filings

Norman & Rose Shamberg Foundation is a private foundation, based in RALEIGH, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $23K in total assets. In 2024, it awarded 19 grants totaling $200K. Net investment income was $4K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Cities

AllentownChapel HillFairfieldLake WaccamawLouisvilleRaleighRocky MountSewanee

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$55K$110K$165K$221K20202021202220232024
Metric202420232022
Total Assets$23,339$161,574$162,263
Revenue$62,376$13,344$13,879
Expenses$200,475$13,875$13,900
Qualifying Distributions$200,200$13,600$13,400
Net Investment Income$4,325$9,757$11,401
Distributable Amount$7,390$8,781$9,222

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K$200K10 grants20209 grants20219 grants202211 grants202319 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

CHURCH OF THE GOOD SHEPH…$51KNC MUSEUM OF HISTORY FOU…$50KTHE UNIVERSITY OF THE SOU$25KMUHLENBERG FUND$25KUNC CHAPEL HILL$20KNORTH CAROLINA SYMPHONY$5KPBS$5KFRIENDS OF CITY OF RALEI…$5KNCMHA$3KTLC$3K

Grant Size Distribution

58 grants across all recorded years

56<$50K2$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Church of the Good Shepherd ($50,500), Nc Museum of History Foundation ($50,000), The University of the Sou ($25,000).

RecipientPurposeAmount
UNC CHAPEL HILL CHAPEL HILL, NCEDUCATIONAL$20,000
THE UNIVERSITY OF THE SOU SEWANEE, TNEDUCATIONAL$25,000
MUHLENBERG FUND ALLENTOWN, PAEDUCATIONAL$25,000
GOODFELLOWS FOUNDATION RALEIGH, NCHUMANITARIAN$1,000
NORTH CAROLINA SYMPHONY RALEIGH, NCEDUCATIONAL$5,000
NC MUSEUM OF HISTORY FOUNDATION RALEIGH, NCEDUCATIONAL$50,000
NCMHA RALEIGH, NCHUMANITARIAN$2,500
FOOD BANK - CENTRAL AND RALEIGH, NCHUMANITARIAN$1,000
CHURCH OF THE GOOD SHEPHERD RALEIGH, NCHUMANITARIAN$50,500
PBS RALEIGH, NCEDUCATIONAL$5,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
FRANCES S HOCHPRESIDENT
PAUL F HOCHSECY/TREAS

Frequently Asked Questions

How large is Norman & Rose Shamberg Foundation?

As of 2024, Norman & Rose Shamberg Foundation holds $23K in total assets with $62K in annual revenue. It awarded 19 grants totaling $200K in 2024.

Where does Norman & Rose Shamberg Foundation operate?

Norman & Rose Shamberg Foundation has awarded grants in Connecticut, Kentucky, North Carolina, Pennsylvania, Tennessee.

What size grants does Norman & Rose Shamberg Foundation award?

In 2024, Norman & Rose Shamberg Foundation awarded 19 grants totaling $200K — an average of about $11K per grant, based on its IRS Form 990 filings.

How much is Norman & Rose Shamberg Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Norman & Rose Shamberg Foundation reported a distributable amount of $7K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Norman & Rose Shamberg Foundation's EIN?

Norman & Rose Shamberg Foundation's EIN (Employer Identification Number) is 22-3249366. IRS Form 990 filing data is available on this page for 2020–2024.

Explore Open Grants

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

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