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.
Key facts about Murray G & Beatrice H Sherman Trust
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.
- EIN
- 31-1623371
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $576,446
- Grants made (2024)
- 1
- Average grant
- $576,446
- Median grant
- $576,446
- Total assets
- $3,299,830
- Primary geography
- New York (100% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
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
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.
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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 1 itemized 2024 grant dollars.
Cities
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.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
The largest 2024 recipient was See Attached ($576K).
Grant Size Distribution
89 grants across all recorded years
The most common grant size was under $50K: 84 grants of 89 (94%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| See Attached New York, NY | General Operating | $576,446 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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.
Here's the math on researching Murray G & Beatrice H Sherman Trust by hand.
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