Oliver and Harriet Sockwell Foundation

WASHINGTON, DC EIN: 52-1661837

Oliver and Harriet Sockwell Foundation is a private foundation, based in WASHINGTON, DC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $276K in total assets. In 2024, it awarded 3 grants totaling $22K. Net investment income was $5K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$276K

-6.5% YoY

Annual Giving

$22K

+7.8% YoY

Grant Count

-25.0% YoY

Avg Grant Size

$7K

+43.7% YoY

Under IRS private-foundation payout rules, Oliver and Harriet Sockwell Foundation reported a distributable amount of $17K for 2024 — the minimum it must pay out in qualifying distributions.

About Oliver and Harriet Sockwell Foundation

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Maryland $57K (62%)

District of Columbia $26K (28%)

Virginia $5K (5%)

New York $3K (3%)

Illinois $2K (2%)

States

District of Columbia Illinois Maryland New York Virginia

Cities

BaltimoreBethesdaCharlottesvilleChicagoNew YorkWashington

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$276,231	$295,467	$263,943
Revenue	$7,839	$54,710	$33,686
Expenses	$27,075	$23,186	$17,343
Qualifying Distributions	$21,550	$20,000	$15,000
Net Investment Income	$4,814	$52,274	$4,361
Distributable Amount	$17,214	$14,950	$11,458

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

Grant Size Distribution

24 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include John Hopkins Medicine ($12,000), St Albans School ($7,550), The Woods Academy ($2,000).

Recipient	Purpose	Amount
JOHN HOPKINS MEDICINE BALTIMORE, MD	Nueroscience - a Cotton	$12,000
ST ALBANS SCHOOL washington, DC	general operations	$7,550
THE WOODS ACADEMY BETHESDA, MD	general operations	$2,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
OLIVER SOCKWELL	President & CEO	1	—
HARRIET SOCKWELL	Vice President	1	—
KRISTINE FRIEND	Vice President	1	—

Frequently Asked Questions

How large is Oliver and Harriet Sockwell Foundation?

As of 2024, Oliver and Harriet Sockwell Foundation holds $276K in total assets with $8K in annual revenue. It awarded 3 grants totaling $22K in 2024.

Where does Oliver and Harriet Sockwell Foundation operate?

Oliver and Harriet Sockwell Foundation has awarded grants in District of Columbia, Illinois, Maryland, New York, Virginia.

What size grants does Oliver and Harriet Sockwell Foundation award?

In 2024, Oliver and Harriet Sockwell Foundation awarded 3 grants totaling $22K — an average of about $7K per grant, based on its IRS Form 990 filings.

How much is Oliver and Harriet Sockwell Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Oliver and Harriet Sockwell Foundation reported a distributable amount of $17K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Oliver and Harriet Sockwell Foundation's EIN?

Oliver and Harriet Sockwell Foundation's EIN (Employer Identification Number) is 52-1661837. IRS Form 990 filing data is available on this page for 2020–2024.