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Shearwater Foundation Inc

NORFOLK, VA EIN: 20-8075507 Website

Shearwater Foundation Inc is a private foundation based in Norfolk, Virginia. The organization was established in 2008 and holds 501(c)(3) tax-exempt status. It operates as a grantmaking foundation with no employees, relying on a volunteer board of directors to guide its philanthropic activities.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$16.6M

+362.8% YoY

Annual Giving

$4.7M

+1630.2% YoY

Grant Count

27

+8.0% YoY

Avg Grant Size

$176K

+1502.1% YoY

Under IRS private-foundation payout rules, Shearwater Foundation Inc reported a distributable amount of $505K for 2024 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation supports a diverse range of initiatives across the following areas:

  • Arts and culture
  • Historical activities and historic preservation
  • Education and higher education
  • Environment and biodiversity conservation
  • Philanthropy and nonprofit support
  • Human services

Grantmaking

The foundation made 26 grants in its most recent fiscal year (2023). Recent grants include:

Grant Range

is approximately $10,000, with an average grant size of $11,100. Grant awards typically range from $1,000 to $1,510,000.

Average Grant

of $11,100. Grant awards typically range from $1,000 to $1,510,000.

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Geographic Focus

Where this funder awards grants

The foundation provides funding across multiple states and communities:

  • Primary states: Massachusetts, New York, and Virginia
  • Virginia communities: Lexington, Mathews, Newport News, Norfolk, Portsmouth, Richmond, Williamsburg, and Yorktown
  • Other locations: New York and Massachusetts communities

Grant Distribution by State

5states

Cities

DecaturLexingtonMathewsNashvilleNew YorkNewport NewsNorfolkPortsmouthRichmondRoslynWilliamsburgYorktown

Financial History

Multi-year comparison from IRS filings

Assets & Revenue (2023):

  • Total assets: $3,587,236
  • Total annual revenue: $868,610
  • Total annual expenses: $276,575
  • Total grants awarded: $274,500–$278,500

The foundation generates revenue through investment income and dividends on its asset base.

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$8M$15M$23M$31M20202021202220232024
Metric202420232022
Total Assets$16,601,948$3,587,236$2,996,770
Revenue$27,803,359$868,610$118,519
Expenses$4,762,060$276,575$280,895
Qualifying Distributions$4,749,500$274,500$278,500
Net Investment Income$8,741,580$866,535$116,124
Distributable Amount$504,797$251,953$260,213

Giving Over Time

Total grant dollars and number of grants per year

$0$1M$2M$4M$5M23 grants202025 grants202125 grants202225 grants202327 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

VIRGINIA MUSEUM OF HISTO…$1.5MNORFOLK STATE UNIVERSITY$1.5MACCESS COLLEGE FOUNDATION$735KCOLONIAL WILLIAMSBURG FO…$525KVMI FOUNDATION$250KBUCKLEY COUNTRY DAY SCHOOL$30KEASTERN VIRGINIA MEDICAL…$25KTIDEWATER FRIENDS OF FOS…$25KUNITED WAY OF SOUTH HAMP…$25KCHILDREN'S HOSPITAL OF T…$10K

Grant Size Distribution

125 grants across all recorded years

120<$50K$50–100K$100–250K1$250–500K2$500K–1M2$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Virginia Museum of History & Culture ($1,510,000), Norfolk State University ($1,500,000), Access College Foundation ($735,000).

RecipientPurposeAmount
ACCESS COLLEGE FOUNDATION NORFOLK, VATO SUPPORT TAX-EXEMPT PURPOSE OF ORGANIZATION$735,000
BOOMER ESIASON FOUNDATION NEW YORK, NYTO SUPPORT TAX-EXEMPT PURPOSE OF ORGANIZATION$1,000
BUCKLEY COUNTRY DAY SCHOOL ROSLYN, NYTO SUPPORT TAX-EXEMPT PURPOSE OF ORGANIZATION$30,000
CHILDREN'S HOSPITAL OF THE KING'S DAUGHTERS (CHKD) NORFOLK, VATO SUPPORT TAX-EXEMPT PURPOSE OF ORGANIZATION$10,000
CHRYSLER MUSEUM OF ART NORFOLK, VATO SUPPORT TAX-EXEMPT PURPOSE OF ORGANIZATION$5,000
COLONIAL WILLIAMSBURG FOUNDATION WILLIAMSBURG, VATO SUPPORT TAX-EXEMPT PURPOSE OF ORGANIZATION$525,000
EASTERN VIRGINIA MEDICAL SCHOOL FOUNDATION NORFOLK, VATO SUPPORT TAX-EXEMPT PURPOSE OF ORGANIZATION$25,000
ELIZABETH RIVER PROJECT PORTSMOUTH, VATO SUPPORT TAX-EXEMPT PURPOSE OF ORGANIZATION$10,000
FOODBANK OF SOUTHEASTERN VA NORFOLK, VATO SUPPORT TAX-EXEMPT PURPOSE OF ORGANIZATION$10,000
JAMESTOWN-YORKTOWN FOUNDATION WILLIAMSBURG, VATO SUPPORT TAX-EXEMPT PURPOSE OF ORGANIZATION$5,000

Leadership & Key People

Leadership team and compensation from IRS filings

The foundation is governed by a volunteer board of directors:

  • Conrad M. Hall (Vice President)
  • Burton M. Hall (Director)
  • Cosby M. Hall (Director)
  • Price Hall (Director)

All board members serve without compensation.

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
CONRAD M HALLDIRECTOR2
BURTON M HALLDIRECTOR2
COSBY M HALLDIRECTOR2
PRICE HALLDIRECTOR2

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What does Shearwater Foundation Inc fund?

The foundation supports a diverse range of initiatives across the following areas: • Arts and culture • Historical activities and historic preservation • Education and higher education • Environment and biodiversity conservation • Philanthropy and nonprofit support • Human services

How do I apply for a grant from Shearwater Foundation Inc?

**Grant Activity & Amounts:** The foundation made 26 grants in its most recent fiscal year (2023). Recent grants include: • Buckley Country Day School: $30,000 • Colonial Williamsburg Foundation: $25,000 • Tidewater Friends of Foster Care Incorporated: $25,000 The median grant size is approximately $10,000, with an average grant size of $11,100. Grant awards typically range from $1,000 to $1,510,000. **Financial Capacity:** • Total assets: $3,587,236 (as of 2023) • Annual expenses: $276,575 (20…

Where does Shearwater Foundation Inc make grants?

The foundation provides funding across multiple states and communities: • **Primary states:** Massachusetts, New York, and Virginia • **Virginia communities:** Lexington, Mathews, Newport News, Norfolk, Portsmouth, Richmond, Williamsburg, and Yorktown • **Other locations:** New York and Massachusetts communities

What size grants does Shearwater Foundation Inc award?

In 2024, Shearwater Foundation Inc awarded 27 grants totaling $4.7M — an average of about $176K per grant, based on its IRS Form 990 filings.

How much is Shearwater Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Shearwater Foundation Inc reported a distributable amount of $505K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Shearwater Foundation Inc's EIN?

Shearwater Foundation Inc's EIN (Employer Identification Number) is 20-8075507. IRS Form 990 filing data is available on this page for 2020–2024.

Explore Open Grants

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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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