The Anne Shuford McBryde
The Anne Shuford McBryde is a private foundation based in Asheville, North Carolina. It appears to have wound down or stopped grantmaking: its 2023 filing is marked as its final return and reports a transfer of assets to a Donor Advised Fund, while its 2024 filing reports no grants and no assets.
Key facts about The Anne Shuford McBryde
- EIN
- 56-1876412
- Latest 990 filing
- Form 990-PF, 2024
- Accepts unsolicited proposals
- No
- How to apply
- The foundation does not accept unsolicited requests; its filing says it contributes only to preselected charitable organizations. Full details ↓
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
—
Revenue
$38K
+82.8% YoY
Net Investment Income
$38K
-13.1% YoY
Expenses
$7K
-88.3% YoY
Under IRS private-foundation payout rules, The Anne Shuford McBryde reported a distributable amount of $11K for 2024 — the minimum it must pay out in qualifying distributions.
Is The Anne Shuford McBryde open to new grantees?
74%
first-time grantees, 2023
In 2023, 14 of 19 grantees (74%) were first-time recipients. With only 19 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. First grants averaged $2K; repeat grants $4K. How we count
Medians: $2K first-time, $2K repeat.
- 11% of 2023 grantees were also funded in 2022. Method
- Giving grew 78% from 2020 to 2023. Method
- In 2023 it paid out 110% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2023). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2023 grantees included organizations working in housing, homelessness services, youth and family support, education and leadership, and support for families of seriously ill children. These are descriptions of the grantees’ own work, not stated focus areas of the foundation.
Grantmaking
In 2023, the foundation gave $49,200 across 19 grants. Listed awards included $2,000 to Habitat for Humanity in Bermuda Run, North Carolina, and $2,000 to Roof Above Inc in Charlotte, North Carolina. Habitat for Humanity describes itself as a locally run affiliate that partners with people in need to build affordable housing. Roof Above describes its work as providing homeless and housing services in the Charlotte region to help end homelessness. Other listed 2023 grants included $1,500 each to The Relatives Inc, Alpha Delta Pi Foundation, and Ronald McDonald House in Chapel Hill.
How to Apply
The foundation does not accept unsolicited requests; its filing says it contributes only to preselected charitable organizations.
Ready to take the next step with The Anne Shuford McBryde?
Geographic Focus
Where this funder awards grants
The listed 2023 grantees were in North Carolina and Georgia. The available information does not state a geographic focus for the foundation.
Grant Distribution by State
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2023, annual grant giving ranged from $23K (2022) to $49K (2023). In 2023 it made 19 grants totaling $49K.
Grant Insights
How this funder distributes its grants
Grant Size Distribution
51 grants across all recorded years
The most common grant size was under $50K: 51 grants of 51 (100%).
Giving History
Grant recipients and amounts by year
No grants recorded for 2024.
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2024 | None reported | $37,795 | $7,129 | 0 |
| 2023 | $970,180 | $20,675 | $60,950 | $49,200 across 19 grants |
| 2022 | $849,320 | $53,838 | $35,663 | $22,550 across 9 grants |
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | — | $970,180 | $849,320 |
| Revenue | $37,795 | $20,675 | $53,838 |
| Expenses | $7,129 | $60,950 | $35,663 |
| Qualifying Distributions | — | $49,200 | $22,550 |
| Net Investment Income | $37,795 | $43,509 | $49,652 |
| Distributable Amount | $10,943 | $44,818 | $46,338 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Anne S McKenzie as President, Margaret S Lawrence as Assistant Treasurer, and Katharine Scott Rummage as Assistant Secretary.
The Anne Shuford McBryde is led by Anne S. McKenzie, President on every filing since 2020; none of the 3 officers listed in 2024 report compensation.
Officers on the 2024 filing
Anne S. McKenzie
President
On filings since 2020
No compensation reported
Katharine Scott Rummage
Assistant Secretary
On filings since 2020
No compensation reported
Margaret S. Lawrence
Assistant Treasurer
On filings since 2023
No compensation reported
Former officers (2)
- Former: Barbara M. Scott (2020–2022) — Secretary
- Former: Margaret S. Scott (2020–2022) — Assistant Treasurer
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Mailing address: 1 Page Avenue Apt 315, Asheville, NC 28801
Phone: (910) 988-8139
Frequently asked questions about The Anne Shuford McBryde
What does The Anne Shuford McBryde fund?
No mission statement for the foundation is provided. Its 2023 grantees included organizations working in housing, homelessness services, youth and family support, education and leadership, and support for families of seriously ill children. See mission & focus areas ↑
How do I apply for a grant from The Anne Shuford McBryde?
The foundation does not accept unsolicited requests; its filing says it contributes only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
Where does The Anne Shuford McBryde make grants?
The listed 2023 grantees were in North Carolina and Georgia. The available information does not state a geographic focus for the foundation.
How much is The Anne Shuford McBryde required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Anne Shuford McBryde reported a distributable amount of $11K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Anne Shuford McBryde's EIN?
The Anne Shuford McBryde's EIN (Employer Identification Number) is 56-1876412. IRS Form 990 filing data is available on this page for 2020–2024.
Does The Anne Shuford McBryde accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Here's the math on researching The Anne Shuford McBryde by hand.
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