Private foundation (trust)EIN 136114308Est. 1964-02

THE SPERRY FUND

NEW YORK, NY 100161601

Accepts unsolicited proposals

Total Assets

$18.1M

FY 2023

Annual Giving

$623K

FY 2023

Grants Made

69

FY 2023

Avg Grant

$9K

FY 2023

Grant Range

$1K–$75K

Typical

Deadlines

Please refer to https://beineckeschola…

Applications

Focus Areas

Public Foundations

Financial Snapshot

2023 filing

Total Revenue

$515K

Total Expenses

$1.1M

Qualifying Distributions

$890K

Distributable Amount

$859K

Min. Investment Return

$864K

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

69 grants

Grant sizes from minimum $1K through median $6K to maximum $75K, 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

5 years

Giving over time from 2019 to 2023. Peak $769K in 2019. Hover bars for details.

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

Top Recipients

419 grants

NATIONAL GALLERY OF ART
$225K
2 grants
PHILLIPS ACADEMY ANDOVER
$150K
2 grants
WILDLIFE CONSERVATION SOCIETY
$110K
5 grants
TRUSTEES OF PHILLIPS ACADEMY
$75K
1 grant
HUDSON RIVER SLOOP CLEARWATER INC
$50K
2 grants
UNIVERSITY OF FLORIDA ITF BEATRICE KYASIIMIRE
$36K
2 grants
THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SANTA CRUZ ITF NASEEBA SIDAT
$36K
2 grants
UNIVERSITY OF GLASGOW ITF DENNIS MINJA
$36K
2 grants

Grant Size Distribution

418 grants

<$10K
348
grants
$10–50K
65
grants
$50–250K
5
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

29 states

Massachusetts
$608K
19% of total
California
$466K
15% of total
New York
$408K
13% of total
Connecticut
$295K
9% of total
Illinois
$227K
7% of total
Maryland
$146K
5% of total
Michigan
$121K
4% of total
North Carolina
$117K
4% of total
Georgia
$110K
3% of total
Pennsylvania
$91K
3% of total

+19 more states

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THE SPERRY FUND — Grants, Financials & Contact | Grantivo