Jessie Gordon Sherman Tr Uw
Jessie Gordon Sherman Tr Uw is a private foundation, based in Boston, MA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.2M in total assets. In 2025, it awarded 1 grant totaling $60K. Net investment income was $84K.
Jessie Gordon Sherman Tr Uw at a glance
In short: Jessie Gordon Sherman Tr Uw gave $60K across 1 grant in 2025 (avg $60K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $59,670
- -1.4% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $59,670
- -1.4% vs 2024
- Median grant
- $59,670
- Total assets
- $1,219,678
- +1.7% vs 2024
- Primary geography
- Massachusetts (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Jessie Gordon Sherman Tr Uw funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Family Independence Inc ($60K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $50–100K range: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Jessie Gordon Sherman Tr Uw gives
- Giving held roughly steady from 2022 to 2025 (+0%). Method
- In 2025 it paid out 98% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $59K (2020) to $62K (2023). In 2025 it made 1 grant totaling $60K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Family Independence Inc Boston, MA | General Purpose | $59,670 |
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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 | $1,219,678 | $105,235 | $85,080 | $59,670 | 1 | $63,115 | $84,189 | $64,474 |
| 2024 | $1,199,523 | $232,277 | $80,599 | $60,547 | 1 | $63,782 | $223,314 | $59,057 |
| 2023 | $1,047,844 | $91,666 | $82,644 | $61,997 | 1 | $64,942 | $80,654 | $56,370 |
| 2022 | $1,038,822 | $131,611 | $84,333 | $59,955 | 1 | $65,258 | $124,367 | $57,910 |
| 2021 | $991,544 | $135,373 | $80,386 | $59,964 | 1 | $62,764 | $111,242 | $66,757 |
| 2020 | $936,557 | $3,630 | $77,555 | $58,733 | 2 | — | $19,909 | $57,490 |
Under IRS private-foundation payout rules, Jessie Gordon Sherman Tr Uw reported a distributable amount of $64K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Jessie Gordon Sherman Tr Uw's only listed officer is Fiduciary Trust Company, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Fiduciary Trust Company
Trustee
On filings since 2020
$16K (2020) → $17K (2025)
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.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $17K, to Fiduciary Trust Company (Trustee).
Frequently asked questions about Jessie Gordon Sherman Tr Uw
How much does Jessie Gordon Sherman Tr Uw give each year?
Jessie Gordon Sherman Tr Uw gave $60K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $61K across 1 grant.
How large is Jessie Gordon Sherman Tr Uw?
Jessie Gordon Sherman Tr Uw reported $1.2M in total assets on its 2025 IRS Form 990-PF. It paid out $63K in qualifying distributions that year, against a required minimum of $64K (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.
Where does Jessie Gordon Sherman Tr Uw operate?
Jessie Gordon Sherman Tr Uw has awarded grants in Massachusetts.
What is Jessie Gordon Sherman Tr Uw's EIN?
Jessie Gordon Sherman Tr Uw's EIN (Employer Identification Number) is 04-6139356. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 14, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 13, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 27, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 14, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 9, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
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