Jessie Gordon Sherman Tr Uw

BOSTON, MA EIN: 04-6139356

Jessie Gordon Sherman Tr Uw is a private foundation, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.2M in total assets. In 2024, it awarded 1 grants totaling $61K. Net investment income was $223K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.2M

+14.5% YoY

Annual Giving

$61K

-2.3% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$61K

-2.3% YoY

About Jessie Gordon Sherman Tr Uw

Based on IRS filings

Jessie Gordon Sherman Tr Uw is a private foundation, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.2M in total assets. In 2024, it awarded 1 grants totaling $61K. Net investment income was $223K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

Cities

BostonNorth QuincyRoxbury

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$64K$128K$192K$256K20202021202220232024
Metric202420232022
Total Assets$1,199,523$1,047,844$1,038,822
Revenue$232,277$91,666$131,611
Expenses$80,599$82,644$84,333
Qualifying Distributions$63,782$64,942$65,258
Net Investment Income$223,314$80,654$124,367
Distributable Amount$59,057$56,370$57,910

Giving Over Time

Total grant dollars and number of grants per year

$0$15K$31K$46K$62K2 grants20201 grants20211 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

FAMILY INDEPENDENCE INC$61K

Grant Size Distribution

6 grants across all recorded years

2<$50K4$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

FIDUCIARY TRUST COMP…TRUSTEE$16K

From 2024 filing

NameTitleHoursCompensation
FIDUCIARY TRUST COMPANYTRUSTEE$16,304

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

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