Sherman Harold Q Trust Under Will
Sherman Harold Q Trust Under Will is a private foundation, based in Wellsboro, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.7M in total assets. In 2024, it awarded 9 grants totaling $354K. Net investment income was $541K.
Sherman Harold Q Trust Under Will at a glance
In short: Sherman Harold Q Trust Under Will gave $354K across 9 grants in 2024 (avg $39K), mostly in Pennsylvania. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $354,229
- +25.5% vs 2023
- Grants made (2024)
- 9
- +12.5% vs 2023
- Average grant
- $39,359
- +11.5% vs 2023
- Median grant
- $46,169
- Total assets
- $5,727,838
- +3.1% vs 2023
- Primary geography
- Pennsylvania (87% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
Who Sherman Harold Q Trust Under Will funds
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2024
The largest 2024 recipient was The Salvation Army ($81K). Together the top 9 received $354K.
Grant Size Distribution
43 grants across all recorded years
The most common grant size was under $50K: 37 grants of 43 (86%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 9 itemized grants.
Cities
How Sherman Harold Q Trust Under Will gives
- Giving held roughly steady from 2021 to 2024 (+18%). Method
- In 2024 it paid out 111% 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 $282K (2023) to $361K (2022). In 2024 it made 9 grants totaling $354K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Salvation Army Sayre, PA | Generaloperations | $81,448 |
| American Red Cross Washington, DC | Generaloperations | $46,169 |
| Standing Stone Methodist Church Wysox, PA | Generaloperations | $46,169 |
| Towanda Public Library Towanda, PA | Generaloperations | $46,169 |
| Spalding Memorial Library Athens, PA | Generaloperations | $46,169 |
| Sayre Public Library Sayre, PA | Generaloperations | $46,169 |
| Bradford County Historical Society Towanda, PA | Generaloperations | $33,858 |
| Towanda Area High School Towanda, PA | Contribution to scholarshipfund for a business studentchosen by the school | $5,000 |
| Standing Stone Cemetery Association Wysox, PA | Generaloperations | $3,078 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $5,727,838 | $572,881 | $402,458 | $354,229 | 9 | $368,792 | $540,770 | $333,083 |
| 2023 | $5,557,415 | $297,136 | $326,061 | $282,289 | 8 | $295,977 | $267,052 | $309,083 |
| 2022 | $5,586,340 | $308,838 | $410,255 | $360,548 | 9 | $374,363 | $276,446 | $319,880 |
| 2021 | $5,687,757 | $724,289 | $352,034 | $300,212 | 8 | $313,798 | $691,428 | $345,937 |
| 2020 | $5,315,502 | $281,640 | $348,453 | $300,916 | 9 | — | $251,710 | $301,713 |
Under IRS private-foundation payout rules, Sherman Harold Q Trust Under Will reported a distributable amount of $333K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Sherman Harold Q Trust Under Will's only listed officer is Citizens & Northern Bank, Trustee on every filing since 2020 (compensated).
Officers on the 2024 filing
Citizens & Northern Bank
Trustee
On filings since 2020
10 hrs/week
$41K (2020) → $45K (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 $45K, to Citizens & Northern Bank (Trustee).
Frequently asked questions about Sherman Harold Q Trust Under Will
How much does Sherman Harold Q Trust Under Will give each year?
Sherman Harold Q Trust Under Will gave $354K across 9 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $282K across 8 grants.
What is Sherman Harold Q Trust Under Will's typical grant size?
Sherman Harold Q Trust Under Will's median grant in 2024 was $46,169, and its average grant was $39,359, across 9 grants on its 2024 IRS Form 990-PF.
Where does Sherman Harold Q Trust Under Will give grants?
Sherman Harold Q Trust Under Will gives mostly in Pennsylvania: 87% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was District of Columbia (13%). The most frequent recipient cities were Towanda, PA (3 grants), Sayre, PA (2 grants) and Wysox, PA (2 grants).
Does Sherman Harold Q Trust Under Will give general operating support?
Not in 2024: none of the 9 grants with a stated purpose on Sherman Harold Q Trust Under Will's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Generaloperations" (8 grants).
Who are Sherman Harold Q Trust Under Will's largest grantees?
Sherman Harold Q Trust Under Will's largest 2024 grantees include The Salvation Army ($81,448), American Red Cross ($46,169) and Standing Stone Methodist Church ($46,169), according to its 2024 IRS Form 990-PF. Together they received 49% of its itemized 2024 grant dollars.
How large is Sherman Harold Q Trust Under Will?
Sherman Harold Q Trust Under Will reported $5.7M in total assets on its 2024 IRS Form 990-PF. It paid out $369K in qualifying distributions that year, against a required minimum of $333K (roughly 5% of its investment assets).
What is Sherman Harold Q Trust Under Will's EIN?
Sherman Harold Q Trust Under Will's EIN (Employer Identification Number) is 46-6339366. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 12, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 15, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 3, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 14, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 10, 2025)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Sherman Harold Q Trust Under Will funds
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