SHEPHERD UNIVERSITY FOUNDATION INC

SHEPHERDSTOWN, WV, 25443 (304) 876-5391 Est. 1961 EIN 55-6020064
B110 - Education 990 - Public charity return 501(c)(3)
www.shepherduniversityfoundation.org

Mission

PROVIDE SCHOLARSHIPS AND AWARDS FOR STUDENTS ATTENDING SHEPHERD UNIVERSITY, SHEPHERDSTOWN, WV AND PROVIDE ASSISTANCE AND SUPPORT FOR FACULTY, FACILITIES AND PROGRAMS OF THE UNIVERSITY.

Giving Portfolio

Total Grants
29
Total Giving
$3.5M
Recipients
27
Years Active
2017 - 2024
Avg grant: $104,881 Median: $30,293

Yearly Trends

YearGrantsTotal Giving Avg GrantNewRepeat
20249$1.3M $144K52
20226$752K $125K24
20216$921K $153K33
20204$183K $46K31
20193$211K $70K21
20171$90K $90K10

Sectors Funded

Human Services
4
Health Care
3
Arts, Culture & Humanities
3
Youth Development
2
Housing & Shelter
2
Mental Health & Crisis Intervention
1
Education
1
Crime & Legal-Related
1

Top States

West Virginia
25
North Carolina
3
Virginia
1

Grantee Size Profile

$500K - $1M
7
$100K - $500K
6
$1M - $5M
5
$10M - $50M
2

Top Grantees

Page 1 of 2
SHEPHERD UNIVERSITY
WV - 6 grants
$2.9M
RUTH SCARBOROUGH LIBRARY
WV
$36K
SHEPHERD UNIVERSITY TABLER FARM
WV
$36K

Grants Awarded · 20 grants

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Financials

Total Revenue
$4,322,817
Total Expenses
$2,225,624
Net Assets
$47,996,338
7 employees 75 volunteers
From latest filing (tax period ending 2025-06-30)

Financial Health

Operating Reserve
10+ years Healthy
Net assets / monthly expenses
Year-over-Year Change
Revenue ↑ 17.2%
Expenses ↓ 18.1%
Revenue Sources
Contributions 56.6% Investment 43.6%
Expense Breakdown
Program 68.6% Management 31.4%

Officers & Trustees (24)

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Filing History (6 filings)

YearRevenueExpensesNet Assets
2024 990 - Public charity return
Jul 1, 2024 to Jun 30, 2025
$4,322,817 ↑$2,225,624$47,996,338
2022 990 - Public charity return
Jul 1, 2022 to Jun 30, 2023
$3,474,733 ↓$2,710,503$38,066,776
2021 990 - Public charity return
Jul 1, 2021 to Jun 30, 2022
$4,902,607 ↑$3,085,297$34,814,835
2020 990 - Public charity return
Jul 1, 2020 to Jun 30, 2021
$4,261,806 ↓$2,639,497$39,065,351
2019 990 - Public charity return
Jul 1, 2019 to Jun 30, 2020
$5,247,639 ↑$3,461,118$31,506,443
2017 990 - Public charity return
Jul 1, 2017 to Jun 30, 2018
$3,280,532 $3,078,195$29,643,098

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EIN: 55-6020064 · Source: IRS Form 990 e-file data