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

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.

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

Among its reported 2024 grants, the largest include See Attached ($576,446).

RecipientPurposeAmount
SEE ATTACHED NEW YORK, NYGENERAL OPERATING$576,446

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

Frequently Asked Questions

What is Murray G & Beatrice H Sherman Trust?

Murray G & Beatrice H Sherman Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEW YORK, NY. It holds $3.3M in total assets as of 2024.

How large is Murray G & Beatrice H Sherman Trust?

As of 2024, Murray G & Beatrice H Sherman Trust holds $3.3M in total assets with $529K in annual revenue. It awarded 1 grants totaling $576K in 2024.

Where does Murray G & Beatrice H Sherman Trust operate?

Murray G & Beatrice H Sherman Trust has awarded grants in New York, Tennessee, Vermont.

What size grants does Murray G & Beatrice H Sherman Trust award?

In 2024, Murray G & Beatrice H Sherman Trust awarded 1 grants totaling $576K — an average of about $576K per grant, based on its IRS Form 990 filings.

How much is Murray G & Beatrice H Sherman Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Murray G & Beatrice H Sherman Trust reported a distributable amount of $358K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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.

Explore Open Grants

Browse active grant opportunities in Murray G & Beatrice H Sherman Trust's focus areas in our free grants database

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

What could you do with Murray G & Beatrice H Sherman Trust on Grantable?

  • Assess strategic fit with your organization
  • Draft a tailored letter of inquiry
  • Find open RFPs from this funder
  • Monitor for new funding opportunities

Go from researching Murray G & Beatrice H Sherman Trust to a real strategy.

Plan your approach