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Sherman Family Foundation Trust

Its FY2023 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$66k
Granted FY2023
1
Grants FY2023
1
States reached
$66k
Largest
01What it funds
0197% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2023.

Philanthropy$66kAnimals$17kEducation$500Human Services$500Health$250Food & Nutrition$250Other$0
02FY2023 · 1 grant

Where the money goes

Grants by size, and the largest recipients.

$65,902
Median grant
1
States reached
$0
Total assets
Largest grants
RecipientAmount
SHERMAN FAMILY CHARITABLE GIFT FUND$65,902
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Dollar for dollar, its grants (FY17–23) land where the poverty rate runs at 11%, against an area that typically sits at 12%. 3% of its dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.

area typical 12%MOSTLY MUTTS RESCUE: $250 → 7%COALITION FOR FERAL CATS OF LEHIGH VALLEY: $1k → 11%PEACEABLE KINGDOM: $500 → 11%POCONO WILDLIFE REHAB & EDUCATION CENTER: $500 → 12%GIFT OF LIFE DONOR PROGRAM: $500 → 22%MEMORIAL SLOAN KETTERING CANCER CENTER: $250 → 17%HOUSTON SPCA: $1k → 16%MID-ATLANTIC BULLDOG RESCUE: $1k → 6%SECOND HARVEST FOOD BANK: $250 → 11%PEACEABLE KINGDOM: $500 → 11%POCONO WILDLIFE REHAB & EDUCATION CENTER: $500 → 12%MID-ATLANTIC BULLDOG RESCUE: $1k → 6%THE CENTER FOR ANIMAL HEALTH AND WELFARE: $500 → 11%FORGOTTEN FELINES & FIDOS INC: $500 → 11%MID-ATLANTIC BULLDOG RESCUE: $500 → 6%THE CENTER FOR ANIMAL HEALTH AND WELFARE: $500 → 11%FORGOTTEN FELINES & FIDOS INC: $500 → 11%MIDATLANTIC BULLDOG RESCUE: $500 → 6%BETHLEHEM MOUNTED POLICE: $500 → 11%LEHIGH COUNTY HUMANE SOCIETY: $500 → 11%MIDATLANTIC BULLDOG RESCUE: $500 → 6%FORGOTTEN FELINES & FIDOS INC: $500 → 11%MIDATLANTIC BULLDOG RESCUE: $500 → 6%LEHIGH COUNTY HUMANE SOCIETY: $500 → 11%FORGOTTEN FELINES & FIDOS INC: $500 → 11%LEHIGH COUNTY HUMANE SOCIETY: $500 → 11%FORGOTTEN FELINES & FIDOS INC: $250 → 11%LEHIGH COUNTY HUMANE SOCIETY: $250 → 11%SHERMAN FAMILY CHARITABLE GIFT FUND: $66k → 11%SANCTUARY AT HAAFSVILLE: $500 → 11%SANCTUARY AT HAAFSVILLE: $250 → 11%SANCTUARY AT HAAFSVILLE: $250 → 11%SANCTUARY AT HAAFSVILLE: $250 → 11%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

17%of every dollar goes to organizations it has funded before.
$14k · 8 repeat orgs$70k to everyone else

Grantees it renews have grown median revenue +61% since the first grant, against -5% for those funded once.

8 repeat relationships: 0 still active in FY2023, 8 since wound down; 1 grantees were first funded in FY2023 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

8
8

Total granted

$14k
$4k

Median revenue growth · since first grant

+61%
-5%

Still filing today

88%
13%

New vs renewed · share of each year

In FY2023, 0% of grant dollars renewed an existing relationship; $66k went to new ones.

50%100%’17’18’19’20’21’22’23
RenewedFirst-time
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • MA
    MID ATLANTIC BULLDOG RESCUE
    6× · 2017–2022 · $4k · revenue +36%
  • FF
    FORGOTTEN FELINES AND FIDOS INC
    5× · 2017–2022 · $2k · revenue +109%
  • 1I
    1LOVE4ANIMALS INC
    2× · 2021–2022 · $2k · revenue +209%

Funded once

  • HS
    HOUSTON SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS
    one grant, 2017 · $1k · revenue -5%
  • CF
    COALITION FOR FERAL CATS OF LEHIGH VALLEY
    one grant, 2020 · $1k
  • GO
    GIFT OF LIFE DONOR PROGRAM
    one grant, 2020 · $500
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Safe Haven Inc
Animals
2
Fur Animal Rescue

Animal rescue organization dedicated to finding homes for animals at the animal shelter. we also provde vet care foster homes, and assistance with homing for special needs animals.

Animals
3
Hope Fur Paws Rescue

To help injured, abandoned and unwanted animals. We provide food, vet care that includes heartworm prevention and spay or neuter services, shelter and anything else needed.

Animals
4
Animal Rescue and Adoption Agency Inc

An animal rescue/adoption Agency. Rescued animals are from kill shelters or owner surrenders facing hardship then rehabbed/medical completed while in foster care then adopted into loving homes.

Animals
5
Paws Animal Rescue Center

To help rescue unwanted pets

Animals
6
Humane Society of Union County Inc

The Humane Society of Union County exists to reduce the number of abused, abandoned, and neglected cats and dogs through rescue, rehabilitation, adoption, and spay and neuter.

Animals
7
K911

To rescue abandoned and displaced cats and dogs, bring them back to health, provide all medical and prepare them for their new home

Animals
8
Spca of Tennessee

Our mission at the SPCA of Tennessee is to provide and promote the resources and programs needed to help animals in the state. Helping pets in need through our fostering program adoption, education, rehabilitation, spay and neuter and the…

Animals
9
Humans and Animals United Inc

Humans and animals united inc's mission is to provide temporary shelter to stray, abandoned and surrendered animals for the purpose of finding suitable permanent homes for these animals. the organization strives to prevent overpopulation…

Animals
10
Pom and the Hound Animal Refuge

Animal Welfare

—
11
Anas Safe Haven Rescue Inc

Animal Welfare

Animals
12
Pound Pets Inc

Animal Rescue - finding homes for abandoned animals in Granite City, spaying and neutering stray animals and feral cats

Animals
How this is measured
The grantee most central to the portfolio’s shape is Peaceable Kingdom Inc; the most unlike its peers is Mid Atlantic Bulldog Rescue. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

8 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 8 of the 17 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
5
Early backer (in before they grew)
8/8
Grantees still filing
7/8
Grew since first funded

Where the money sits, by cause and then by grantee

SHERMAN FAMILY CHARITABLE GIFT FUND: $65,902 · OtherSHERMAN FAMILY CHARITABLE GIFT FUND+8 more: $4,250 · Other+8 moreMID ATLANTIC BULLDOG RESCUE: $4,000 · AnimalsMID ATLANTIC BULLDO…FORGOTTEN FELINES AND FIDOS INC: $2,250 · AnimalsFORGOTTEN FELINES A…1LOVE4ANIMALS INC: $2,000 · Animals1LOVE4ANIMALS INCLEHIGH COUNTY HUMANE SOCIETY: $1,750 · AnimalsLEHIGH COUNTY HUMAN…THE SANCTUARY AT HAAFSVILLE INC: $1,250 · AnimalsTHE SANCTUARY AT HA…CENTER FOR ANIMAL HEALTH AND WELFARE: $1,000 · AnimalsCENTER FOR ANIMAL H…HOUSTON SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS: $1,000 · AnimalsHOUSTON SOCIETY FOR…PEACEABLE KINGDOM INC: $1,000 · AnimalsPEACEABLE KINGDOM I…
Other$70,152Animals$14,250

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$100k$1.0M$10Mgrantee revenue →↑ funder's share of their budgetMID ATLANTIC BULLDOG RESCUE: $4,000 over 6y, 1.9% of budgetFORGOTTEN FELINES AND FIDOS INC: $2,250 over 5y, 0.2% of budget1LOVE4ANIMALS INC: $2,000 over 2y, 0.1% of budgetLEHIGH COUNTY HUMANE SOCIETY: $1,750 over 4y, 0.0% of budgetTHE SANCTUARY AT HAAFSVILLE INC: $1,250 over 4y, 0.1% of budgetCENTER FOR ANIMAL HEALTH AND WELFARE: $1,000 over 2y, 0.1% of budgetHOUSTON SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS: $1,000 over 1y, 0.0% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

  • Who funds MID ATLANTIC BULLDOG RESCUE ↗
  • Who funds FORGOTTEN FELINES AND FIDOS INC ↗
  • Who funds 1LOVE4ANIMALS INC ↗
  • Who funds LEHIGH COUNTY HUMANE SOCIETY ↗
  • Who funds THE SANCTUARY AT HAAFSVILLE INC ↗
  • Who funds CENTER FOR ANIMAL HEALTH AND WELFARE ↗
  • Who funds HOUSTON SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS ↗
  • Who funds PEACEABLE KINGDOM INC ↗

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Aetna Foundation IncCT14.5× affinity5 shared granteesties to 7 of 7Hover any node to trace its alignments.Compare side by side →

Open a dossier: Aetna Foundation Inc · Lehigh Valley Community Foundation · Chubb Charitable Foundation · Network for Good · Verizon Foundation · American Online Giving Foundation Inc · Donor Advised Charitable Giving Inc · Amazonsmile Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Sherman Family Foundation Trust funds: left to right is the share of its income from government, bottom to top the share from Sherman Family Foundation Trust. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 10%0%1%3%5%funder's share of their income ↑0%1%3%4%5%share of the org’s income from government →
    no gov moneyreceives it· size = income
    1get no government money at all
    1report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–5%
    typical government reliance, FY20–25
    How this is measured
    Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

    On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 17 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

    How this is measured
    Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

    Generated from the IRS Form 990-PF e-file return for fiscal year 2023, released 2023. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

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