Lucy I Sherman Charitable Foundation

NEWTON CENTRE, MA EIN: 04-3402003

Lucy I Sherman Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEWTON CENTRE, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $131K in total assets. In 2024, it awarded 8 grants totaling $23K. Net investment income was $4K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$131K

-13.0% YoY

Annual Giving

$23K

+2.3% YoY

Grant Count

8

+14.3% YoY

Avg Grant Size

$3K

-10.5% YoY

About Lucy I Sherman Charitable Foundation

Based on IRS filings

Lucy I Sherman Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEWTON CENTRE, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $131K in total assets. In 2024, it awarded 8 grants totaling $23K. Net investment income was $4K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

7states

Cities

BostonBrightonChestnut HillDenverMiltonNew GloucesterNew YorkNorth PortStamfordWashington

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$7K$15K$22K$30K20202021202220232024
Metric202420232022
Total Assets$130,948$150,544$157,759
Revenue$5,439$17,150$4,621
Expenses$25,035$24,365$22,249
Qualifying Distributions$23,785$23,183$21,110
Net Investment Income$4,154$15,968$3,298
Distributable Amount$12,024$11,033$11,648

Giving Over Time

Total grant dollars and number of grants per year

$0$7K$14K$20K$27K10 grants20203 grants20216 grants20227 grants20238 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2024

INTERNATIONAL RESCUE COM…$15KDOCTORS WITHOUT BORDERS …$2KOXFAM-AMERICA INC$2KSAFE PASSAGE FOUNDATION$1KWGBH EDUCATIONAL FOUNDAT…$1KTENACITY INC$500AMERICAN INDIAN COLLEGE …$500MHSA MASSACHUSETTS HOUSI…$500

Grant Size Distribution

34 grants across all recorded years

34<$50K$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

From 2024 filing

NameTitleHoursCompensation
LUCY I SHERMANPRESIDENT & TREASURER0.5
RICHARD SABINCLERK0.01
WILLIAM SHERMANDIRECTOR0.01

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

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

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