Mary E P Sherman Trust Uw
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
Under IRS private-foundation payout rules, Mary E P Sherman Trust Uw reported a distributable amount of $10K for 2025 — the minimum it must pay out in qualifying distributions.
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
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2025
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Episcopal Diocese of Connecticut ($7,297).
| Recipient | Purpose | Amount |
|---|---|---|
| EPISCOPAL DIOCESE OF CONNECTICUT MERIDEN, CT | UNRESTRICTED GENERAL | $7,297 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | CO-TRUSTEE | 1 | $2,930 |
| DIOCESAN HOUSE | CO-TRUSTEE | 1 | — |
| JACKIE JAMSHEED | CO-TRUSTEE | 1 | — |
Frequently Asked Questions
How large is Mary E P Sherman Trust Uw?
As of 2025, Mary E P Sherman Trust Uw holds $157K in total assets with $7K in annual revenue. It awarded 1 grants totaling $7K in 2025.
Where does Mary E P Sherman Trust Uw operate?
Mary E P Sherman Trust Uw has awarded grants in Connecticut.
What size grants does Mary E P Sherman Trust Uw award?
In 2025, Mary E P Sherman Trust Uw awarded 1 grants totaling $7K — an average of about $7K per grant, based on its IRS Form 990 filings.
How much is Mary E P Sherman Trust Uw required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Mary E P Sherman Trust Uw reported a distributable amount of $10K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Mary E P Sherman Trust Uw's EIN?
Mary E P Sherman Trust Uw's EIN (Employer Identification Number) is 06-6029611. IRS Form 990 filing data is available on this page for 2021–2025.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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