Norman & Rose Shamberg Foundation
Norman & Rose Shamberg Foundation is a private foundation, based in Cary, NC. IRS filing data is available from 2019 through 2025. In 2025, it awarded 1 grant totaling $21K. Net investment income was $65.
Norman & Rose Shamberg Foundation at a glance
In short: Norman & Rose Shamberg Foundation gave $21K across 1 grant in 2025 (avg $21K), mostly in North Carolina. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $20,666
- -89.7% vs 2024
- Grants made (2025)
- 1
- -94.7% vs 2024
- Average grant
- $20,666
- +96.1% vs 2024
- Median grant
- $20,666
- Primary geography
- North Carolina (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Norman & Rose Shamberg Foundation funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was PBS North Carolina ($21K).
Grant Size Distribution
49 grants across all recorded years
The most common grant size was under $50K: 47 grants of 49 (96%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
Cities
How Norman & Rose Shamberg Foundation gives
- Giving grew 54% from 2022 to 2025. Method
- In 2025 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $11K (2021) to $200K (2024). In 2025 it made 1 grant totaling $21K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| PBS North Carolina Research Triangle Park, NC | Educational | $20,666 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | — | $65 | $23,344 | $20,666 | 1 | $20,666 | $65 | $1,050 |
| 2024 | $23,339 | $62,376 | $200,475 | $200,200 | 19 | $200,200 | $4,325 | $7,390 |
| 2023 | $161,574 | $13,344 | $13,875 | $13,600 | 11 | $13,600 | $9,757 | $8,781 |
| 2022 | $162,263 | $13,879 | $13,900 | $13,400 | 9 | $13,400 | $11,401 | $9,222 |
| 2021 | $164,715 | $11,185 | $10,650 | $10,650 | 9 | $10,650 | $11,850 | $9,678 |
| 2020 | $164,249 | $8,024 | $16,500 | $16,250 | 10 | — | $4,982 | $9,138 |
| 2019 | $172,938 | $9,768 | $18,000 | $17,250 | 11 | — | $10,656 | $8,614 |
Under IRS private-foundation payout rules, Norman & Rose Shamberg Foundation reported a distributable amount of $1K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Norman & Rose Shamberg Foundation's only listed officer is Richard Y. Stevens, Vice President on every filing since 2019 (uncompensated).
Officers on the 2025 filing
Richard Y. Stevens
Vice President
On filings since 2019
No compensation reported
Former officers (2)
- Former: Frances S. Hoch (2019–2024) — President
- Former: Paul F. Hoch (2019–2024) — Secretary & Treasurer
Data from IRS Form 990 filings, 2019–2025. "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 Norman & Rose Shamberg Foundation
How much does Norman & Rose Shamberg Foundation give each year?
Norman & Rose Shamberg Foundation gave $21K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $200K across 19 grants.
Where does Norman & Rose Shamberg Foundation operate?
Norman & Rose Shamberg Foundation has awarded grants in Connecticut, Kentucky, North Carolina, Pennsylvania, Tennessee.
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 2025, Norman & Rose Shamberg Foundation reported a distributable amount of $1K 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 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 15, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 17, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 15, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 15, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 15, 2025)
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