Funder DirectorySHERBROOKE FAMILY CHARITABLE TRUST
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Private foundation (trust)EIN 222867347Est. 1989-06

SHERBROOKE FAMILY CHARITABLE TRUST

COHASSET, MA 02025

Total Assets

$2.9M

FY 2023

Annual Giving

$133K

FY 2023

Grants Made

59

FY 2023

Avg Grant

$2K

FY 2023

Grant Range

$1K–$7K

Typical

Deadlines

Applications

Financial Snapshot

2023 filing

Total Revenue

$67K

Total Expenses

$159K

Qualifying Distributions

$135K

Distributable Amount

$133K

Min. Investment Return

$134K

Undistributed Income

$129K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

59 grants

Grant sizes from minimum $1K through median $2K to maximum $7K, 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

4 years

Giving over time from 2020 to 2023. Peak $142K in 2022. Hover bars for details.

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

Top Recipients

219 grants

HALE RESERVATION
$30K
4 grants
GRUBSTREET INC
$26K
4 grants
COMPASSIONATE CARE ALS
$21K
4 grants
PIONEER INSTITUTE
$20K
4 grants
WGBH
$20K
4 grants
MANOMET INC
$20K
4 grants
TABOR ACADEMY MARION MA
$16K
4 grants
BOSTON SYMPHONY ORCHESTRA
$15K
3 grants

Grant Size Distribution

219 grants

<$10K
219
grants
$10–50K
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

13 states

Massachusetts
$424K
87% of total
New York
$12K
2% of total
California
$10K
2% of total
New Hampshire
$9K
2% of total
New Jersey
$8K
2% of total
Connecticut
$7K
1% of total
Maine
$6K
1% of total
Ohio
$4K
1% of total
North Carolina
$1K
0% of total
Maryland
$1K
0% of total

+3 more states

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SHERBROOKE FAMILY CHARITABLE TRUST — Grants, Financials & Contact | Grantivo