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Helen And Ritter Shumway Foundation is a private trust based in DALLAS, TX. The foundation received its IRS ruling in 2003. The principal officer is Fleet National Bank. It holds total assets of $6.9M. Annual income is reported at $1.5M. The foundation is governed by 3 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2020 to 2023. Grantmaking is concentrated in New York. According to available records, Helen And Ritter Shumway Foundation has made 90 grants totaling $1.4M, with a median grant of $13K. Annual giving has grown from $406K in 2020 to $555K in 2022. Individual grants have ranged from $5K to $40K, with an average award of $16K. The foundation has supported 34 unique organizations. The foundation primarily supports organizations in New York, Tennessee, Massachusetts, which account for 77% of all grants. Grantmaking reaches organizations across 9 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$5K
Median Grant
$15K
Average Grant
$17K
Largest Grant
$40K
Based on 32 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Helen And Ritter Shumway Foundation primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 90 grants. Its grantmaking reaches organizations primarily in NY, TN, MA.
Helen And Ritter Shumway Foundation has distributed a total of $1.4M across 90 grants. The median grant size is $13K, with an average of $16K. Individual grants have ranged from $5K to $40K.
Helen And Ritter Shumway Foundation typically selects its grantees rather than accepting unsolicited proposals.
Helen And Ritter Shumway Foundation is headquartered in DALLAS, TX. While based in TX, the foundation distributes grants to organizations across 9 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Bank Of America | TRUSTEE | $60K | $0 | $60K |
| Frank R Shumway Iii | CO-TRUSTEE | $13K | $0 | $13K |
| Mr Paul C Lambert Esq | CO-TRUSTEE | $13K | $0 | $13K |
Total Giving
$529K
Total Assets
$6.8M
Fair Market Value
$11.4M
Net Worth
$6.8M
Grants Paid
$514K
Contributions
$103K
Net Investment Income
$636K
Distribution Amount
$541K
Total: $6.5M
Total Grants
90
Total Giving
$1.4M
Average Grant
$16K
Median Grant
$13K
Unique Recipients
34
Most Common Grant
$10K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Antique Boat MuseumUNRESTRICTED GENERAL | Clayton, NY | $40K | 2022 |
| Ducks Unlimited IncUNRESTRICTED GENERAL | Memphis, TN | $40K | 2022 |
| Save The RiverUNRESTRICTED GENERAL | Clayton, NY | $35K | 2022 |
| Historic Deerfield IncUNRESTRICTED GENERAL | Deerfield, MA | $33K | 2022 |
| Naples LibraryUNRESTRICTED GENERAL | Naples, NY | $25K | 2022 |
| Shelburne MuseumUNRESTRICTED GENERAL | Shelburne, VT | $25K | 2022 |
| Henry Francis Dupont WinterthureUNRESTRICTED GENERAL | Winterthur, DE | $25K | 2022 |
| Seneca Zoological SocietyUNRESTRICTED GENERAL | Rocester, NY | $20K | 2022 |
| Charlotte-Genesee LighthouseUNRESTRICTED GENERAL | Rochester, NY | $20K | 2022 |
| Rochester Institute Of TechUNRESTRICTED GENERAL | Rochester, NY | $20K | 2022 |
| Humane Society Of Rochester & MonroeUNRESTRICTED GENERAL | Fairport, NY | $20K | 2022 |
| Adirondack Mountain Club IncUNRESTRICTED GENERAL | Queensbury, NY | $20K | 2022 |
| Joseph Avenue Arts & CultureUNRESTRICTED GENERAL | Rochester, NY | $20K | 2022 |
| St Lawrence UniversityUNRESTRICTED GENERAL | Canton, NY | $20K | 2022 |
| Abilis IncUNRESTRICTED GENERAL | Greenwich, CT | $18K | 2022 |
| Herreshoff Marine MuseumUNRESTRICTED GENERAL | Bristol, RI | $15K | 2022 |
| Coral RestorationUNRESTRICTED GENERAL | Key Largo, FL | $15K | 2022 |
| Spence SchoolUNRESTRICTED GENERAL | New York, NY | $13K | 2022 |
| National ConservancyUNRESTRICTED GENERAL | Rocester, NY | $10K | 2022 |
| Rochester Regional Health Fdn 9998UNRESTRICTED GENERAL | Rochester, NY | $10K | 2022 |
| Rochester Sailing & BoatingUNRESTRICTED GENERAL | Rochester, NY | $10K | 2022 |
| Hunt Hollow Race Team IncUNRESTRICTED GENERAL | Rochester, NY | $10K | 2022 |
| Lake George Association IncUNRESTRICTED GENERAL | Lake George, NY | $10K | 2022 |
| Finger Lakes Area CommunityUNRESTRICTED GENERAL | Canandaigua, NY | $10K | 2022 |
| Goodwill Of The Finger LakesUNRESTRICTED GENERAL | Rochester, NY | $10K | 2022 |
| Great Lakes Historical SocietyUNRESTRICTED GENERAL | Vermilion, OH | $10K | 2022 |
| Greenwich HospitalUNRESTRICTED GENERAL | Greenwich, CT | $10K | 2022 |
| National Audubon Society IncUNRESTRICTED GENERAL | New York, NY | $10K | 2022 |
| Genesee Country Village & MuseumUNRESTRICTED GENERAL | Mumford, NY | $10K | 2022 |
| Junior Achievement Of RochesterUNRESTRICTED GENERAL | Rochester, NY | $10K | 2022 |
| Aquinas Institute Of RochesterUNRESTRICTED GENERAL | Rochester, NY | $8K | 2022 |
| Genesee Valley Audubon SocietyUNRESTRICTED GENERAL | Rochester, NY | $5K | 2022 |
| Rochester General HospitalUNRESTRICTED GENERAL | Rochester, NY | $10K | 2021 |