Sherbrooke Family Charitable Trust
Sherbrooke Family Charitable Trust is a private foundation based in Cohasset, Massachusetts. Its 2025 filing reports grants to charitable organizations, with most grant dollars going to recipients in Massachusetts.
Sherbrooke Family Charitable Trust at a glance
In short: Sherbrooke Family Charitable Trust gave $150K across 66 grants in 2025 (avg $2K), mostly in Massachusetts. 15% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $149,500
- +14.6% vs 2024
- Grants made (2025)
- 66
- +6.5% vs 2024
- Average grant
- $2,265
- +7.6% vs 2024
- Median grant
- $2,000
- Total assets
- $1,035,053
- +2.5% vs 2024
- New grantees (estimate)
- 15% first-time grantees (10 of 65, 2025)
- Primary geography
- Massachusetts (83% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Sherbrooke Family Charitable Trust
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests for funds and states that it makes contributions only to preselected charitable organizations.
- Contact
Mailing address: 311 Jerusalem Road, Cohasset, MA 02025
Phone: (781) 326-4543
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Sherbrooke Family Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Manomet Inc ($7K). Together the top 10 received $52K.
Grant Size Distribution
304 grants across all recorded years
The most common grant size was under $50K: 304 grants of 304 (100%).
Geographic Focus
Where this funder awards grants
In 2025, Massachusetts recipients received 83% of grant dollars. Other reported shares went to recipients in New York (5%), Maine (3%), New Jersey (2%), and New Hampshire (2%).
Grant Distribution by State
Share of 2025 grant dollars across all 66 itemized grants.
States
Cities
Is Sherbrooke Family Charitable Trust open to new grantees?
15%
first-time grantees, 2025
In 2025, 10 of 65 grantees (15%) were first-time recipients. First grants averaged $2K; repeat grants $2K. How we count
Medians: $2K first-time, $2K repeat.
- 80% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+5%). Method
- In 2025 it paid out 95% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $100K (2020) to $150K (2025). In 2025 it made 66 grants totaling $150K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Manomet Inc Manomet, MA | Charity | $7,000 |
| St Paul's Church Dedham Dedham, MA | Charity | $6,000 |
| Brigham & Womens Hospital Basking Ridge, MA | Charity | $5,000 |
| Compassionate Care ALS Falmouth, MA | Charity | $5,000 |
| Friends of Holly Hill Farm Cohassett, MA | Charity | $5,000 |
| New Bedford Museum New Bedford, MA | Charity | $5,000 |
| Pioneer Institute Boston, MA | Charity | $5,000 |
| Tabor Academy Marion, MA | Charity | $5,000 |
| WGBH Boston, MA | Charity | $5,000 |
| Boston Symphony Orchestra Boston, MA | Charity | $4,000 |
Ready to take the next step with Sherbrooke Family Charitable Trust?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,035,053 | $192,208 | $183,392 | $149,500 | 66 | $151,285 | $159,689 | $159,221 |
| 2024 | $1,009,876 | $172,629 | $159,816 | $130,500 | 62 | $132,135 | $144,948 | $151,482 |
| 2023 | $995,089 | $67,168 | $159,239 | $133,000 | 59 | $134,585 | $42,514 | $133,237 |
| 2022 | $1,082,008 | $82,385 | $155,077 | $142,000 | 64 | $143,435 | $75,578 | $131,935 |
| 2021 | $1,155,525 | $174,011 | $113,482 | $110,000 | 53 | $111,435 | $172,600 | $144,219 |
| 2020 | $1,094,996 | $176,482 | $103,579 | $99,500 | 43 | — | $175,282 | $110,963 |
Under IRS private-foundation payout rules, Sherbrooke Family Charitable Trust reported a distributable amount of $159K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the trust is provided. Its grants include support for organizations with varied missions. For example, Manomet describes its work as using science and collaboration to improve the health of flyways, coastal ecosystems, and working lands and seas. Compassionate Care ALS says it assists individuals and families with ALS. Friends of Holly Hill Farm describes its mission as preserving Holly Hill Farm’s resources and legacy, including its organic farming operation and natural areas, and educating people about conservation and sustainable farming. Pioneer Institute says it advances human potential through work in K–12 education, health, economic opportunity, and American civic values.
Grantmaking
In filing year 2025, the trust reported 66 grants totaling $149,500. Grants ranged from $1,000 to $7,000, with a median of $2,000. Among the largest were $7,000 to Manomet Inc.; $6,000 to St. Paul’s Church Dedham; and $5,000 each to Brigham & Women’s Hospital, Compassionate Care ALS, Friends of Holly Hill Farm, New Bedford Museum, Pioneer Institute, Tabor Academy, and WGBH.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Ross E. Sherbrooke, Kathleen B. Sherbrooke, Jennifer S. Palmer, and Patrick R. Sherbrooke as trustees.
Sherbrooke Family Charitable Trust's 2025 filing lists 4 officers; none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
Jennifer S. Palmer
Trustee
On filings since 2020
1 hr/week
No compensation reported
Kathleen B. Sherbrooke
Trustee
On filings since 2020
1 hr/week
No compensation reported
Patrick R. Sherbrooke
Trustee
On filings since 2020
1 hr/week
No compensation reported
Ross E. Sherbrooke
Trustee
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Sherbrooke Family Charitable Trust
How much does Sherbrooke Family Charitable Trust give each year?
Sherbrooke Family Charitable Trust gave $150K across 66 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $131K across 62 grants.
What is Sherbrooke Family Charitable Trust's typical grant size?
Sherbrooke Family Charitable Trust's median grant in 2025 was $2,000, and its average grant was $2,265, across 66 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Sherbrooke Family Charitable Trust that year got $2K on average.
Where does Sherbrooke Family Charitable Trust give grants?
Sherbrooke Family Charitable Trust gives mostly in Massachusetts: 83% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was New York (5%). The most frequent recipient cities were Boston, MA (14 grants), Cohasset, MA (11 grants), Vineyard Haven, MA (3 grants) and Dedham, MA (2 grants).
Does Sherbrooke Family Charitable Trust give general operating support?
Not in 2025: none of the 66 grants with a stated purpose on Sherbrooke Family Charitable Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charity" (66 grants).
Who are Sherbrooke Family Charitable Trust's largest grantees?
Sherbrooke Family Charitable Trust's largest 2025 grantees include Manomet Inc ($7,000), St Paul's Church Dedham ($6,000) and Brigham & Womens Hospital ($5,000), according to its 2025 IRS Form 990-PF. Together they received 12% of its itemized 2025 grant dollars.
How large is Sherbrooke Family Charitable Trust?
Sherbrooke Family Charitable Trust reported $1.0M in total assets on its 2025 IRS Form 990-PF. It paid out $151K in qualifying distributions that year, against a required minimum of $159K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Sherbrooke Family Charitable Trust fund?
No mission statement for the trust is provided. Its grants include support for organizations with varied missions. For example, Manomet describes its work as using science and collaboration to improve the health of flyways, coastal ecosystems, and working lands and seas. See mission & focus areas ↑
How do I apply for a grant from Sherbrooke Family Charitable Trust?
The foundation does not accept unsolicited requests for funds and states that it makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Sherbrooke Family Charitable Trust's EIN?
Sherbrooke Family Charitable Trust's EIN (Employer Identification Number) is 22-2867347. IRS Form 990 filing data is available on this page for 2020–2025.
Does Sherbrooke Family Charitable Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Sherbrooke Family Charitable Trust's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Sherbrooke Family Charitable Trust funder profile. GrantGraph. Retrieved October 13, 2026, from https://grantable.co/funders/sherbrooke-family-charitable-trust-morg_278060f7c169405ab77ae52dbb31308f
BibTeX
@misc{grantable_222867347_2026,
author = {{Grantable}},
title = {{Sherbrooke Family Charitable Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/sherbrooke-family-charitable-trust-morg_278060f7c169405ab77ae52dbb31308f},
note = {Accessed 2026-10-13. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Sherbrooke Family Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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