Murray G & Beatrice H Sherman Trust
Murray G & Beatrice H Sherman Trust is a private foundation, based in New York, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.3M in total assets. In 2024, it awarded 1 grant totaling $576K. Net investment income was $477K.
Murray G & Beatrice H Sherman Trust at a glance
In short: Murray G & Beatrice H Sherman Trust gave $576K across 1 grant in 2024 (avg $576K), mostly in New York. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $576,446
- +228.2% vs 2023
- Grants made (2024)
- 1
- -90.0% vs 2023
- Average grant
- $576,446
- +3182.4% vs 2023
- Median grant
- $576,446
- Total assets
- $3,299,830
- -4.6% vs 2023
- Primary geography
- New York (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Murray G & Beatrice H Sherman Trust funds
How this funder distributes its grants
Grant Size Distribution
89 grants across all recorded years
The most common grant size was under $50K: 84 grants of 89 (94%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
Cities
How Murray G & Beatrice H Sherman Trust gives
- Giving grew 50% from 2021 to 2024. Method
- In 2024 it paid out 176% of its IRS minimum distribution (the 5% rule). 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 2024, annual grant giving ranged from $176K (2023) to $576K (2024). In 2024 it made 1 grant totaling $576K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| See Attached New York, NY | General Operating | $576,446 |
Ready to take the next step with Murray G & Beatrice H Sherman Trust?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $3,299,830 | $529,471 | $682,368 | $576,446 | 1 | $628,967 | $477,361 | $357,803 |
| 2023 | $3,457,925 | $275,712 | $313,693 | $175,615 | 10 | $244,718 | $206,756 | $328,799 |
| 2022 | $3,495,154 | $282,223 | $420,831 | $352,691 | 26 | $380,551 | $242,676 | $340,734 |
| 2021 | $3,634,511 | $474,685 | $479,290 | $383,900 | 26 | $424,235 | $422,617 | $359,520 |
| 2020 | $3,639,115 | $313,090 | $453,738 | $350,524 | 26 | — | $260,913 | $317,926 |
Under IRS private-foundation payout rules, Murray G & Beatrice H Sherman Trust reported a distributable amount of $358K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Murray G & Beatrice H Sherman Trust's 2024 filing lists 3 officers; 2 of 3 officers listed in 2024 are compensated.
Officers on the 2024 filing
Citibank N A
Trustee & As Req'd
Co-Trustee → Trustee & As Req'd, 2022
On filings since 2020
$51K (2020) → $56K (2024)
Mary Sherman Mittelman
Trustee & As Req'd
Co-Trustee → Trustee & As Req'd, 2022
On filings since 2020
$10K (2020) → $0 (2024)
William S. Sherman
Trustee & As Req'd
Co-Trustee → Trustee & As Req'd, 2022
On filings since 2020
$38K (2020) → $46K (2024)
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $56K, to Citibank N a (Trustee, as Req'd). 2 officers or directors reported compensation on that filing.
Frequently asked questions about Murray G & Beatrice H Sherman Trust
How much does Murray G & Beatrice H Sherman Trust give each year?
Murray G & Beatrice H Sherman Trust gave $576K across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $176K across 10 grants.
How large is Murray G & Beatrice H Sherman Trust?
Murray G & Beatrice H Sherman Trust reported $3.3M in total assets on its 2024 IRS Form 990-PF. It paid out $629K in qualifying distributions that year, against a required minimum of $358K (roughly 5% of its investment assets).
Where does Murray G & Beatrice H Sherman Trust operate?
Murray G & Beatrice H Sherman Trust has awarded grants in New York, Tennessee, Vermont.
What is Murray G & Beatrice H Sherman Trust's EIN?
Murray G & Beatrice H Sherman Trust's EIN (Employer Identification Number) is 31-1623371. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Murray G & Beatrice H Sherman Trust funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in Murray G & Beatrice H Sherman Trust's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
The New York Community Trust
New York, NY
The New York Community Trust funds nonprofit programs in areas such as arts, education, health, the environment, workforce development, and youth development, including projects that improve services, build organizational capacity, or advance policy and systems change. Its competitive grants mainly serve New York City, Long Island, and Westchester, with some national and international environmental funding; the 2024 median grant was $20,000. The profile does not state whether it accepts unsolicited requests.
Assets
$3.5B
Grants
2,748
Total Given
$193.8M
Open Society Institute
New York, NY
The Open Society Institute funds organizations and individuals advancing democracy, human rights, equity, and justice, including work on civic engagement, independent media, and digital rights. Its 2024 grants had a median of $15,000, though awards ranged widely, and it supports work nationally and globally. Application processes vary by program; most grants go to groups approached directly, and the Latin America and Caribbean program rarely funds unsolicited proposals.
Assets
$5.4B
Grants
559
Total Given
$146.9M
The Ford Foundation
New York, NY
The Ford Foundation funds organizations and initiatives working to reduce inequality and advance social justice, including work on civic engagement, civil rights, climate justice, disability rights, and technology and society. In 2024, its grants ranged from $45 to $15 million, with a median of $100,000, supporting work in the U.S. and internationally. It says most grants are identified by the foundation and it does not accept unsolicited proposals by mail, email, or phone; limited opportunities may be offered separately.
Assets
$17.5B
Grants
4,007
Total Given
$844.7M
The Chicago Community Trust
Chicago, IL
The Chicago Community Trust funds eligible nonprofits working to narrow the wealth gap and meet urgent needs, with priorities including economic mobility, education, jobs, homeownership, and community development in metropolitan Chicago and Cook County. Its 2025 grants had a median of $26,500, though amounts varied widely; the profile does not state whether it accepts unsolicited requests.
Assets
$7.1B
Grants
4,316
Total Given
$1.2B
The Simons Foundation Inc
New York, NY
The Simons Foundation funds research and public engagement in mathematics and the physical, life, autism, and neuroscience sciences. In 2024, it made 1,727 grants, with a median award of $72,000 and amounts ranging from $1,480 to $20 million, supporting organizations in the U.S. and internationally. It states that it funds only preselected charitable organizations and does not accept unsolicited requests.
Assets
$4.5B
Grants
1,727
Total Given
$272.0M
Local Initiatives Support Corporation
New York, NY
LISC funds affordable housing, community development, small businesses, and related efforts that strengthen inclusive communities, providing grants as well as loans, equity, and technical assistance across the country. Its 2024 grants had a median award of $40,000, though amounts varied widely. Application access is program-specific: for its Rhode Island child care facilities planning grants, applicants are instructed to consult program staff before submitting a request.
Assets
$1.6B
Grants
1,119
Total Given
$102.8M
More Funders in New York
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Murray G & Beatrice H Sherman Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Murray G & Beatrice H Sherman Trust down — hundreds of funders to go?