Funder DirectoryHELEN AND RITTER SHUMWAY FDN
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Private foundation (trust)EIN 166538147Est. 2003-05

HELEN AND RITTER SHUMWAY FDN

DALLAS, TX 752653067

Total Assets

$14.3M

FY 2024

Annual Giving

$570K

FY 2024

Grants Made

26

FY 2024

Avg Grant

$22K

FY 2024

Grant Range

$5K–$50K

Typical

Deadlines

Applications

Focus Areas

PhilanthropyVoluntarism & Grantmaking Foundations

Financial Snapshot

2024 filing

Total Revenue

$746K

Total Expenses

$683K

Qualifying Distributions

$636K

Distributable Amount

$658K

Min. Investment Return

$668K

Undistributed Income

$592K

Payout rate 97%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.97%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

26 grants

Grant sizes from minimum $5K through median $20K to maximum $50K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

6 years

Giving over time from 2019 to 2024. Peak $570K in 2024. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

169 grants

ANTIQUE BOAT MUSEUM
$255K
6 grants
DUCKS UNLIMITED INC
$220K
6 grants
SAVE THE RIVER
$203K
6 grants
HISTORIC DEERFIELD INC
$198K
6 grants
SHELBURNE MUSEUM
$170K
6 grants
HUMANE SOCIETY OF ROCHESTER & MONROE
$155K
6 grants
SENECA ZOOLOGICAL SOCIETY
$150K
6 grants
ADIRONDACK MOUNTAIN CLUB INC
$120K
5 grants

Grant Size Distribution

169 grants

<$10K
68
grants
$10–50K
101
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

9 states

New York
$1.9M
63% of total
Tennessee
$220K
7% of total
Massachusetts
$198K
7% of total
Vermont
$170K
6% of total
Connecticut
$161K
5% of total
Delaware
$115K
4% of total
Florida
$95K
3% of total
Ohio
$85K
3% of total
Rhode Island
$70K
2% of total

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