The Sherman Family Foundation

Foundation · Grantmaker Scarborough, ME EIN: 01-0530498

The Sherman Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Scarborough, ME. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $150K in total assets. In 2024, it awarded 18 grants totaling $87K. Net investment income was $59K.

Key facts about The Sherman Family Foundation

EIN
01-0530498
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$86,500
Grants made (2024)
18
Average grant
$4,806
Median grant
$2,500
New grantees (estimate)
11% first-time grantees (2 of 18, 2024)
Total assets
$150,348
Primary geography
Maine (97% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).

Who The Sherman Family Foundation funds

By grant dollars, the top recipient states for The Sherman Family Foundation's 18 itemized 2024 grants were Maine (97%). The most frequent recipient cities were Portland, ME (9 grants), South Portland, ME (3 grants) and Westbrook, ME (2 grants). 100% of grants with a stated purpose were for general or operating support.

Is The Sherman Family Foundation open to new grantees?

11%

first-time grantees, 2024

In 2024, 2 of 18 grantees (11%) were first-time recipients. First grants averaged $2K; repeat grants $5K. How we count

Medians: $2K first-time, $3K repeat.

  • 83% of 2024 grantees were also funded in 2023. Method
  • Giving held roughly steady from 2021 to 2024 (−4%). Method
  • In 2024 it paid out 150% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

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Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$150K

-16.3% YoY

Annual Giving

$87K

+10.9% YoY

Grant Count

18

+20.0% YoY

Avg Grant Size

$5K

-7.6% YoY

Under IRS private-foundation payout rules, The Sherman Family Foundation reported a distributable amount of $58K for 2024 — the minimum it must pay out in qualifying distributions.

About The Sherman Family Foundation

Based on IRS filings

The Sherman Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Scarborough, ME. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $150K in total assets. In 2024, it awarded 18 grants totaling $87K. Net investment income was $59K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of all 18 itemized 2024 grant dollars.

States

Cities

PortlandSouth PortlandSacoWestbrookCascoHallowellAuburnCape ElizabethFalmouthAustin

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$36K$72K$108K$144K20202021202220232024
Metric202420232022
Total Assets$150,348$179,716$201,967
Revenue$59,719$59,225$23,793
Expenses$89,087$81,476$79,603
Qualifying Distributions$87,547$80,583$75,910
Net Investment Income$58,747$58,332$50,152
Distributable Amount$58,235$68,718$75,089

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Giving Over Time

Total grant dollars and number of grants per year

$0$28K$56K$84K$112K17 grants202016 grants202117 grants202215 grants202318 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Boys & Girls Clubs of Southern ME: $10KBoys & Girls Clubs of SouthernME$10KFriends of Portland Adult Education: $10KFriends of Portland AdultEducation$10KGulf of Maine Research Institute: $10KGulf of Maine ResearchInstitute$10KPreble Street: $10KPreble Street$10KWayside Food Program: $10KWayside Food Program$10KCampfire Institue: $10KCampfire Institue$10KMy Place Teen Center: $3KMy Place Teen Center$3KThe Telling Room: $3KThe Telling Room$3KCamp Sunshine: $3KCamp Sunshine$3KKonbit Sante: $3KKonbit Sante$3K

Grant Size Distribution

83 grants across all recorded years

83<$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 recipients include Boys & Girls Clubs of Southern ME ($10,000), Friends of Portland Adult Education ($10,000), Gulf of Maine Research Institute ($10,000).

RecipientPurposeAmount
BOYS & GIRLS CLUBS OF SOUTHERN ME Portland, MEGENERAL ANNUAL APPEAL$10,000
FRIENDS OF PORTLAND ADULT EDUCATION Portland, MEGENERAL$10,000
GULF OF MAINE RESEARCH INSTITUTE Portland, MEGENERAL$10,000
PREBLE STREET Portland, MEGENERAL$10,000
WAYSIDE FOOD PROGRAM Portland, MEGENERAL$10,000
CAMPFIRE INSTITUE Westbrook, MEGENERAL$10,000
MY PLACE TEEN CENTER Westbrook, MEGENERAL$3,000
THE TELLING ROOM Portland, MEGENERAL$3,000
CAMP SUNSHINE Casco, MEGENERAL$2,500
KONBIT SANTE Falmouth, MEGENERAL$2,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

No officer or director reported compensation in the available filings.

From 2024 IRS filing

NameTitleHoursCompensation
Beverly ShermanPresident——
David S Sherman JrTreasurer——
Martha S BurchenalSecretary——

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is The Sherman Family Foundation?

The Sherman Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Scarborough, ME. It holds $150K in total assets as of 2024.

How large is The Sherman Family Foundation?

As of 2024, The Sherman Family Foundation holds $150K in total assets with $60K in annual revenue. It awarded 18 grants totaling $87K in 2024.

Where does The Sherman Family Foundation operate?

The Sherman Family Foundation has awarded grants in Maine, Texas.

What size grants does The Sherman Family Foundation award?

In 2024, The Sherman Family Foundation awarded 18 grants totaling $87K — an average of about $5K per grant, based on its IRS Form 990 filings.

How much is The Sherman Family Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Sherman Family Foundation reported a distributable amount of $58K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Sherman Family Foundation's EIN?

The Sherman Family Foundation's EIN (Employer Identification Number) is 01-0530498. IRS Form 990 filing data is available on this page for 2020–2024.

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

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