Murray G & Beatrice H Sherman Trust

NEW YORK, NY EIN: 31-1623371

Murray G & Beatrice H Sherman Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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 grants totaling $576K. Net investment income was $477K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$3.3M

-4.6% YoY

Annual Giving

$576K

+228.2% YoY

Grant Count

1

-90.0% YoY

Avg Grant Size

$576K

+3182.4% YoY

About Murray G & Beatrice H Sherman Trust

Based on IRS filings

Murray G & Beatrice H Sherman Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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 grants totaling $576K. Net investment income was $477K.

Ready to take the next step with Murray G & Beatrice H Sherman Trust?

Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

AmagansettAnnandaleonhudsonBrooklynEast HamptonMemphisMiltonNew York

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$188K$375K$563K$751K20202021202220232024
Metric202420232022
Total Assets$3,299,830$3,457,925$3,495,154
Revenue$529,471$275,712$282,223
Expenses$682,368$313,693$420,831
Qualifying Distributions$628,967$244,718$380,551
Net Investment Income$477,361$206,756$242,676
Distributable Amount$357,803$328,799$340,734

Giving Over Time

Total grant dollars and number of grants per year

$0$144K$288K$432K$576K26 grants202026 grants202126 grants202210 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

SEE ATTACHED$576K

Grant Size Distribution

89 grants across all recorded years

84<$50K4$50–100K$100–250K$250–500K1$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

CITIBANK N ATRUSTEE, AS REQ'D$56KWILLIAM S SHERMANTRUSTEE, AS REQ'D$46K

From 2024 filing

NameTitleHoursCompensation
WILLIAM S SHERMANTRUSTEE, AS REQ'D$45,696
CITIBANK N ATRUSTEE, AS REQ'D$56,345
MARY SHERMAN MITTELMANTRUSTEE, AS REQ'D

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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