Mary E P Sherman Trust Uw

DALLAS, TX EIN: 06-6029611

Mary E P Sherman Trust Uw is a private foundation, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $157K in total assets. In 2025, it awarded 1 grants totaling $7K. Net investment income was $5K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$157K

-2.5% YoY

Annual Giving

$7K

+6.2% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$7K

+6.2% YoY

About Mary E P Sherman Trust Uw

Based on IRS filings

Mary E P Sherman Trust Uw is a private foundation, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $157K in total assets. In 2025, it awarded 1 grants totaling $7K. Net investment income was $5K.

Ready to take the next step with Mary E P Sherman Trust Uw?

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

MeridenPratt St Ste

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$5K$10K$15K$19K20212022202320242025
Metric202520242023
Total Assets$156,969$161,043$161,882
Revenue$7,295$11,164$6,605
Expenses$11,680$12,965$14,394
Qualifying Distributions$8,969$10,385$12,002
Net Investment Income$4,872$8,156$6,204
Distributable Amount$10,363$9,683$9,398

Giving Over Time

Total grant dollars and number of grants per year

$0$3K$5K$8K$10K1 grants20211 grants20221 grants20231 grants20241 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

EPISCOPAL DIOCESE OF CON…$7K

Grant Size Distribution

5 grants across all recorded years

5<$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 2025 IRS filing

BANK OF AMERICACO-TRUSTEE$3K

From 2025 filing

NameTitleHoursCompensation
BANK OF AMERICACO-TRUSTEE1$2,930
DIOCESAN HOUSECO-TRUSTEE1
JACKIE JAMSHEEDCO-TRUSTEE1

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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