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    3. Jesse David & Katie B Bundy Scholarship Tr

    Jesse David & Katie B Bundy Scholarship Tr

    ActivePhilanthropy & VoluntarismFunds Individuals
    DALLAS, TX8888663275EIN: 56-65018613 filings on record

    About Jesse David & Katie B Bundy Scholarship Tr

    This small private scholarship fund concentrates almost entirely on postsecondary student aid, consistently directing awards to public higher‑education institutions. Most grants support educational scholarships at universities and a community college, with a clear emphasis on institutions in North Carolina. The foundation gives modest, targeted awards rather than broad programmatic or operational support.

    Focus Areas

    Undergraduate scholarships at North Carolina public universitiesScholarship support for Western Carolina UniversityScholarship support for East Carolina UniversityScholarships targeted to Caldwell Community College studentsMedical student scholarships at UNC School of Medicine / UNC Chapel Hill

    Who They Fund

    students (unspecified level)individual scholarship recipients

    Giving Approach

    Concentrated, repeat scholarship grants to a small set of higher‑education institutions (multiple grants to the same colleges); modest award sizes focused on direct student aid rather than diversified philanthropy.

    About Jesse David & Katie B Bundy Scholarship Tr

    Jesse David & Katie B Bundy Scholarship Tr makes one thing clear through its recent awards: it is a scholarship fund built around direct student aid, with most of its giving flowing to public higher-education institutions in North Carolina. Recent grants include $8,000 awards to Western Carolina University, UNC School of Medicine, Caldwell Community College, and East Carolina University, all labeled for educational scholarships. The pattern extends beyond institutional support to individual students as well, with 2025 awards of $5,400 each to recipients such as Hailry Killian, Katie Owens, and Hollyn Mcglamery. That mix shows a fund that supports both campus-based scholarship administration and named students facing educational costs. The foundation’s portfolio is compact and focused: recent grants are almost entirely for tuition support, scholarship funds, or related educational expenses rather than broad operating support or non-education programs. Across the file, the same institutional relationships recur year after year, especially at North Carolina public universities and community colleges. The result is a small private scholarship trust with a clear preference for recurring, targeted aid within a regional college-going pipeline.

    What Jesse David & Katie B Bundy Scholarship Tr Funds

    Educational scholarships are the core of the fund’s activity. Western Carolina University received $8,000 in 2024 for educational scholarships, and the same amount also went to East Carolina University and Caldwell Community College in 2024. UNC School of Medicine also received $8,000 in 2024 for educational scholarships, showing that the fund includes medical training alongside broader undergraduate support. The trust also backs scholarship administration at multiple public institutions. UNC at Chapel Hill Students Accts/univ Receivables received $8,000 in 2023 for educational scholarships, while the University of North Carolina Office of Financial Aid received $3,000 in 2024 and North Carolina State University Office of Scholarship & Finance Aid received $3,000 in 2024. Outside North Carolina, Lander University received $5,726 in 2023 for educational scholarships, indicating some grantmaking beyond the state’s public system.

    How Jesse David & Katie B Bundy Scholarship Tr Gives

    Typical awards are modest: p25 is $3,500, median grant size is $6,000, and p75 is $8,000. The recent record shows repeated awards to the same institutions across multiple years, including Western Carolina University, East Carolina University, Caldwell Community College, and UNC at Chapel Hill, which points to recurring institutional relationships rather than one-off support. The fund is a private scholarship trust and gives to individuals as well as institutions. Its awards are restricted scholarship funding and educational expense support, with no program-related investments reported.

    Financial Snapshot

    Annual Giving

    $143K

    Total Assets

    $976K

    Total Revenue

    $84K

    Total Expenses

    $66K

    Typical Grant Size

    Most grants fall between $4K and $8K, with a median of $6K.

    25th Percentile

    $4K

    Median

    $6K

    75th Percentile

    $8K

    Geographic Reach

    Regional2 states funded

    About 0% of grants go to recipients in NC.

    Funding intensity
    Low
    High
    Headquarters

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    Funding Style

    direct financial assistancerestricted scholarship fundingindividual-level support

    Notable grantees: East Carolina University (Office of Student Financial Aid), Caldwell Community College, Western Carolina University, UNC School of Medicine, UNC at Chapel Hill (Student Accounts / University Receivables)

    Topics

    educational scholarshipstuition assistancestudent financial aidscholarship program administration

    Where Jesse David & Katie B Bundy Scholarship Tr Makes Grants

    Giving is concentrated in North Carolina, which accounts for the largest share of grant recipients by state. Recent awards land in Cullowhee, Chapel Hill, Hudson, Greenville, Wilkesboro, Winston-Salem, High Point, Wingate, and Raleigh, alongside individual recipients in towns such as North Wilkesboro, Hays, and Millers Creek. One grant also went to Greenwood, South Carolina, and another to Emory, Virginia. All grants in the recent file went to U.S. recipients.

    Frequently Asked Questions About Jesse David & Katie B Bundy Scholarship Tr

    What kinds of organizations or people does Jesse David & Katie B Bundy Scholarship Tr support?

    The fund supports both public higher-education institutions and individual students. Recent grants include awards to Western Carolina University, UNC School of Medicine, East Carolina University, and Caldwell Community College, as well as named student recipients such as Hailry Killian, Katie Owens, and Hollyn Mcglamery.

    What is the typical grant size?

    Typical awards are in a narrow scholarship range: p25 is $3,500, median grant size is $6,000, and p75 is $8,000. Recent grants cluster around those levels, with many awards at $5,400, $6,000, or $8,000.

    Which states receive most of the grants?

    North Carolina receives the most grants. Recent recipients include institutions in Cullowhee, Chapel Hill, Hudson, Greenville, Wilkesboro, Winston-Salem, High Point, Wingate, and Raleigh, plus individual scholarship recipients in North Carolina towns such as North Wilkesboro, Hays, and Millers Creek.

    Does the fund support only one-time awards or repeated recipients?

    The record shows repeated support to the same institutions across multiple years. Western Carolina University, East Carolina University, Caldwell Community College, and UNC at Chapel Hill all appear in more than one grant year, suggesting recurring scholarship relationships.

    What areas of education does the fund support?

    The grants focus on educational scholarships, tuition support, and related educational expenses. Recent awards cover undergraduate scholarship support at public universities and community colleges, plus medical student scholarships at UNC School of Medicine and Wake Forest Univ School of Medicine.

    Latest 990 Filing

    2025

    Source: IRS Form 990-PF, fiscal year 2025.

    Recent Grants

    Most recent grants reported to the IRS.

    RecipientLocationAmountYearPurpose
    HOLLYN MCGLAMERYMILLERS CREEK, NC$5,4002025EDUCATIONAL SCHOLARSHIPS
    ANDREW SCARBROFERGUSON, NC$5,4002025EDUCATIONAL EXPENSE
    MADISON OSBORNENORTH WIKESBORO, NC$5,4002025EDUCATIONAL SCHOLARSHIP
    RYLEE HOWELLMILLERS CREEK, NC$5,4002025EDUCATIONAL EXPENSE
    AVERY KATE ROBINSONMORAVIAN FALLS, NC$5,4002025EDUCATIONAL SCHOLARSHIP
    TAYLOR G HANDYGREENVILLE, NC$5,4002025EDUCATIONAL EXPENSE
    HAILRY KILLIANNORTH WIKESBORO, NC$5,4002025EDUCATIONAL SCHOLARSHIPS
    ABIGAIL C HATLEYNORTH WIKESBORO, TN$5,4002025EDUCATIONAL SCHOLARSHIP
    KATIE OWENSHAYS, NC$5,4002025EDUCATIONAL EXPENSE
    KALI COOKEMORY, VA$5,0002025EDUCATIONAL SCHOLARSHIP
    WESTERN CAROLINA UNIVERSITY 118 KILLIAN ANEXCULLOWHEE, NC$8,0002024EDUCATIONAL SCHOLARSHIPS
    CALDWELL COMMUNITY COLLEGEHUDSON, NC$8,0002024EDUCATIONAL SCHOLARSHIPS
    EAST CAROLINA UNIVERSITY ATTN OFFICE OF STUDENT FINANCIAL AIDGREENVILLE, NC$8,0002024EDUCATIONAL SCHOLARSHIPS
    UNC SCHOOL OF MEDICINECHAPEL HILL, NC$8,0002024EDUCATIONAL SCHOLARSHIPS
    WILKES COMMUNITY COLLEGEWILKESBORO, NC$4,0002024EDUCATIONAL SCHOLARHSIPS
    WINGATE UNIVERSITYWINGATE, NC$3,0002024EDUCATIONAL SCHOLARSHIPS
    HIGH POINT UNIVERSITYHIGH POINT, NC$3,0002024EDUCATIONAL SCHOLARSHIPS
    UNIVERSITY OF NORTH CAROLINA OFFICE OF FINANCIAL AIDCHAPEL HILL, NC$3,0002024EDUCATIONAL SCHOLARSHIPS
    NORTH CAROLINA STATE UNIVERSITY OFFICE OF SCHOLARSHIP & FINANCE AIDRALEIGH, NC$3,0002024EDUCATIONAL SCHOLARSHIP
    UNC AT CHAPEL HILL STUDENTS ACCTS/UNIV RECEIVABLESCHAPEL HILL, NC$8,0002023EDUCATIONAL SCHOLARSHIPS
    EAST CAROLINA UNIVERSITY ATTN OFFICE OF STUDENT FINANCIAL AIDGREENVILLE, NC$8,0002023EDUCATIONAL SCHOLARSHIPS
    CALDWELL COMMUNITY COLLEGEHUDSON, NC$8,0002023EDUCATIONAL SCHOLARSHIPS
    WESTERN CAROLINA UNIVERSITY 118 KILLIAN ANEXCULLOWHEE, NC$6,0002023EDUCATIONAL SCHOLARSHIPS
    LANDER UNIVERSITYGREENWOOD, SC$5,7262023EDUCATIONAL SCHOLARSHIPS
    WAKE FOREST UNIV SCHOOL OF MEDICINEWINSTONSALEM, NC$5,7252023EDUCATIONAL SCHOLARSHIPS

    HOLLYN MCGLAMERY

    $5,400
    MILLERS CREEK, NC2025

    EDUCATIONAL SCHOLARSHIPS

    ANDREW SCARBRO

    $5,400
    FERGUSON, NC2025

    EDUCATIONAL EXPENSE

    MADISON OSBORNE

    $5,400
    NORTH WIKESBORO, NC2025

    EDUCATIONAL SCHOLARSHIP

    RYLEE HOWELL

    $5,400
    MILLERS CREEK, NC2025

    EDUCATIONAL EXPENSE

    AVERY KATE ROBINSON

    $5,400
    MORAVIAN FALLS, NC2025

    EDUCATIONAL SCHOLARSHIP

    TAYLOR G HANDY

    $5,400
    GREENVILLE, NC2025

    EDUCATIONAL EXPENSE

    HAILRY KILLIAN

    $5,400
    NORTH WIKESBORO, NC2025

    EDUCATIONAL SCHOLARSHIPS

    ABIGAIL C HATLEY

    $5,400
    NORTH WIKESBORO, TN2025

    EDUCATIONAL SCHOLARSHIP

    KATIE OWENS

    $5,400
    HAYS, NC2025

    EDUCATIONAL EXPENSE

    KALI COOK

    $5,000
    EMORY, VA2025

    EDUCATIONAL SCHOLARSHIP

    WESTERN CAROLINA UNIVERSITY 118 KILLIAN ANEX

    $8,000
    CULLOWHEE, NC2024

    EDUCATIONAL SCHOLARSHIPS

    CALDWELL COMMUNITY COLLEGE

    $8,000
    HUDSON, NC2024

    EDUCATIONAL SCHOLARSHIPS

    EAST CAROLINA UNIVERSITY ATTN OFFICE OF STUDENT FINANCIAL AID

    $8,000
    GREENVILLE, NC2024

    EDUCATIONAL SCHOLARSHIPS

    UNC SCHOOL OF MEDICINE

    $8,000
    CHAPEL HILL, NC2024

    EDUCATIONAL SCHOLARSHIPS

    WILKES COMMUNITY COLLEGE

    $4,000
    WILKESBORO, NC2024

    EDUCATIONAL SCHOLARHSIPS

    WINGATE UNIVERSITY

    $3,000
    WINGATE, NC2024

    EDUCATIONAL SCHOLARSHIPS

    HIGH POINT UNIVERSITY

    $3,000
    HIGH POINT, NC2024

    EDUCATIONAL SCHOLARSHIPS

    UNIVERSITY OF NORTH CAROLINA OFFICE OF FINANCIAL AID

    $3,000
    CHAPEL HILL, NC2024

    EDUCATIONAL SCHOLARSHIPS

    NORTH CAROLINA STATE UNIVERSITY OFFICE OF SCHOLARSHIP & FINANCE AID

    $3,000
    RALEIGH, NC2024

    EDUCATIONAL SCHOLARSHIP

    UNC AT CHAPEL HILL STUDENTS ACCTS/UNIV RECEIVABLES

    $8,000
    CHAPEL HILL, NC2023

    EDUCATIONAL SCHOLARSHIPS

    EAST CAROLINA UNIVERSITY ATTN OFFICE OF STUDENT FINANCIAL AID

    $8,000
    GREENVILLE, NC2023

    EDUCATIONAL SCHOLARSHIPS

    CALDWELL COMMUNITY COLLEGE

    $8,000
    HUDSON, NC2023

    EDUCATIONAL SCHOLARSHIPS

    WESTERN CAROLINA UNIVERSITY 118 KILLIAN ANEX

    $6,000
    CULLOWHEE, NC2023

    EDUCATIONAL SCHOLARSHIPS

    LANDER UNIVERSITY

    $5,726
    GREENWOOD, SC2023

    EDUCATIONAL SCHOLARSHIPS

    WAKE FOREST UNIV SCHOOL OF MEDICINE

    $5,725
    WINSTONSALEM, NC2023

    EDUCATIONAL SCHOLARSHIPS