S & H Foundation Inc

Foundation · Grantmaker ESSEX, CT EIN: 87-2247212

S & H Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ESSEX, CT. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $638K in total assets. In 2024, it awarded 10 grants totaling $33K. Net investment income was $13K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$638K

+13.5% YoY

Annual Giving

$33K

+68.6% YoY

Grant Count

10

+100.0% YoY

Avg Grant Size

$3K

-15.7% YoY

Under IRS private-foundation payout rules, S & H Foundation Inc reported a distributable amount of $30K for 2024 — the minimum it must pay out in qualifying distributions.

About S & H Foundation Inc

Based on IRS filings

S & H Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ESSEX, CT. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $638K in total assets. In 2024, it awarded 10 grants totaling $33K. Net investment income was $13K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

CenterbrookCromwellDeep RiverEssexIvorytonMiddletownSan Francisco

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$116K$232K$348K$464K2021202220232024
Metric202420232022
Total Assets$638,115$562,404$450,837
Revenue$54,580$124,339$421,499
Expenses$38,787$23,949$5,062
Qualifying Distributions$33,050$19,600$2,500
Net Investment Income$12,536$11,330$562
Distributable Amount$30,287$25,428$1,092

Giving Over Time

Total grant dollars and number of grants per year

$0$8K$17K$25K$33K0 grants20211 grants20225 grants202310 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

COMMUNITY FOUNDATION OF …$15KKIVA$4KESSEX AMBULANCE ASSOCIAT…$3KESSEX ROTARY FOUNDATION$3KCOMMUNITY MUSIC SCHOOL$3KESSEX WINTER SERIES CONC…$3KSISTER CITIES ESSEX HAITI$1KESSEX FOUNDATION INC$1KCONNECTICUT RIVER MUSEUM$1KESSEX LIBRARY ASSOCATION$1K

Grant Size Distribution

16 grants across all recorded years

16<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Community Foundation of Middlesex ($15,000), Kiva ($3,750), Essex Ambulance Association ($2,800).

RecipientPurposeAmount
KIVA SAN FRANCISCO, CAUNRESTRICTED$3,750
COMMUNITY FOUNDATION OF MIDDLESEX MIDDLETOWN, CTUNRESTRICTED$15,000
ESSEX ROTARY FOUNDATION ESSEX, CTUNRESTRICTRED$2,500
COMMUNITY MUSIC SCHOOL CENTERBROOK, CTUNRESTRICTED$2,500
ESSEX AMBULANCE ASSOCIATION IVORYTON, CTUNRESTRICTED$2,800
ESSEX WINTER SERIES CONCERTS ESSEX, CTUNRESTRICTED$2,500
SISTER CITIES ESSEX HAITI ESSEX, CTUNRESTRICTED$1,000
ESSEX FOUNDATION INC ESSEX, CTUNRESTRICTED$1,000
CONNECTICUT RIVER MUSEUM ESSEX, CTUNRESTRICTED$1,000
ESSEX LIBRARY ASSOCATION ESSEX, CTUNRESTRICTED$1,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
HERBERT CLARK IIISECRETARY1
TRYON CLARKVICE-PRESIDE1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is S & H Foundation Inc?

S & H Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ESSEX, CT. It holds $638K in total assets as of 2024.

How large is S & H Foundation Inc?

As of 2024, S & H Foundation Inc holds $638K in total assets with $55K in annual revenue. It awarded 10 grants totaling $33K in 2024.

Where does S & H Foundation Inc operate?

S & H Foundation Inc has awarded grants in California, Connecticut.

What size grants does S & H Foundation Inc award?

In 2024, S & H Foundation Inc awarded 10 grants totaling $33K — an average of about $3K per grant, based on its IRS Form 990 filings.

How much is S & H Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, S & H Foundation Inc reported a distributable amount of $30K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is S & H Foundation Inc's EIN?

S & H Foundation Inc's EIN (Employer Identification Number) is 87-2247212. IRS Form 990 filing data is available on this page for 2021–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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