Sherman Family Foundation Trust
Sherman Family Foundation Trust is a private foundation, based in Bethlehem, PA. IRS filing data is available from 2020 through 2023. In 2023, it awarded 1 grant totaling $66K. Net investment income was $519.
Sherman Family Foundation Trust at a glance
In short: Sherman Family Foundation Trust gave $66K across 1 grant in 2023 (avg $66K), mostly in Pennsylvania. Source: 2023 IRS Form 990-PF.
- Annual giving (2023)
- $65,902
- +1782.9% vs 2022
- Grants made (2023)
- 1
- -85.7% vs 2022
- Average grant
- $65,902
- +13080.4% vs 2022
- Median grant
- $65,902
- Primary geography
- Pennsylvania (100% of itemized 2023 grant dollars)
- Latest 990 filing
- Form 990-PF, 2023 View filing
Data from IRS Form 990-PF, 2023; updated September 2026.
Who Sherman Family Foundation Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2023
The largest 2023 recipient was Sherman Family Charitable Gift Fund ($66K).
Grant Size Distribution
18 grants across all recorded years
The most common grant size was under $50K: 17 grants of 18 (94%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2023 grant dollars on its one itemized grant.
States
Cities
How Sherman Family Foundation Trust gives
- Giving grew 1783% from 2020 to 2023. Method
- In 2023 it paid out well above 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 2023, annual grant giving ranged from $3K (2021) to $66K (2023). In 2023 it made 1 grant totaling $66K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Sherman Family Charitable Gift Fund Bethlehem, PA | Start a donor-advised fund to continue the charitable giving set out by this foundation. | $65,902 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2023 | — | $2,039 | $69,882 | $65,902 | 1 | $65,902 | $519 | $2,296 |
| 2022 | $54,015 | $5,026 | $5,443 | $3,500 | 7 | $3,500 | $5,020 | $3,343 |
| 2021 | $56,650 | $5,590 | $4,859 | $3,000 | 5 | $3,000 | $5,589 | $3,821 |
| 2020 | $53,701 | $5,754 | $5,216 | $3,500 | 5 | — | $5,753 | $3,267 |
Under IRS private-foundation payout rules, Sherman Family Foundation Trust reported a distributable amount of $2K for 2023 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Sherman Family Foundation Trust is led by Shelley S. Brown, Chairman on every filing since 2020; none of the 2 officers listed in 2023 report compensation.
Officers on the 2023 filing
Shelley S. Brown
Chairman
On filings since 2020
1 hr/week
No compensation reported
Timothy Silfies
Trustee
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2023. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Sherman Family Foundation Trust
How much does Sherman Family Foundation Trust give each year?
Sherman Family Foundation Trust gave $66K across 1 grant in 2023, according to its 2023 IRS Form 990-PF. In 2022 it gave $4K across 7 grants.
Where does Sherman Family Foundation Trust operate?
Sherman Family Foundation Trust has awarded grants in New Jersey, Pennsylvania.
How much is Sherman Family Foundation Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2023, Sherman Family Foundation Trust reported a distributable amount of $2K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Sherman Family Foundation Trust's EIN?
Sherman Family Foundation Trust's EIN (Employer Identification Number) is 25-6632582. IRS Form 990 filing data is available on this page for 2020–2023.
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 2020–2023
Explore Open Grants
Browse active grant opportunities in Sherman Family Foundation Trust's focus areas in our free grants database
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