The Sumner & Lois Herman Charitable
The Sumner & Lois Herman Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WORCESTER, MA. IRS filing data is available from 2021 through 2023. As of 2023, the organization holds $816K in total assets. In 2023, it awarded 36 grants totaling $71K. Net investment income was $16K.
Financial Overview
From 2023 IRS Form 990-PF · View filing
Total Assets
$816K
-2.6% YoY
Annual Giving
$71K
-9.5% YoY
Grant Count
36
+2.9% YoY
Avg Grant Size
$2K
-12.0% YoY
Under IRS private-foundation payout rules, The Sumner & Lois Herman Charitable reported a distributable amount of $52K for 2023 — the minimum it must pay out in qualifying distributions.
About The Sumner & Lois Herman Charitable
Based on IRS filings
The Sumner & Lois Herman Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WORCESTER, MA. IRS filing data is available from 2021 through 2023. As of 2023, the organization holds $816K in total assets. In 2023, it awarded 36 grants totaling $71K. Net investment income was $16K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2023 | 2022 | 2021 |
|---|---|---|---|
| Total Assets | $816,453 | $838,099 | $1,164,547 |
| Revenue | $60,406 | $160,388 | $63,230 |
| Expenses | $84,889 | $92,616 | $80,001 |
| Qualifying Distributions | $70,983 | $78,448 | — |
| Net Investment Income | $15,900 | $94,420 | $33,318 |
| Distributable Amount | $51,620 | $54,784 | $52,766 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2023
Grant Size Distribution
95 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2023 grants, the largest include Jewish Federation of Central Ma ($10,000), Shamrock Foundation ($6,800), Brain Injury Assoc of Mass ($5,870).
| Recipient | Purpose | Amount |
|---|---|---|
| BRAIN INJURY ASSOC OF MASS WESTBOROUGH, MA | GENERAL | $5,870 |
| CONGREGATION BETH ISRAEL WORCESTER, MA | GENERAL | $1,103 |
| DRESS FOR SUCCESS WORCESTER, MA | GENERAL | $2,575 |
| EAGLE HILL SCHOOL HARDWICK, MA | GENERAL | $550 |
| HOOPS FOR HOMEWORK FRAMINGHAM, MA | GENERAL | $515 |
| ROSIES PLACE BOSTON, MA | GENERAL | $4,000 |
| JEWISH FEDERATION OF CENTRAL MA WORCESTER, MA | GENERAL | $10,000 |
| JEWISH HEALTHCARE CENTER WORCESTER, MA | GENERAL | $2,710 |
| SHAMROCK FOUNDATION BOSTON, MA | GENERAL | $6,800 |
| TEMPLE BETH AM FRAMINGHAM, MA | GENERAL | $3,026 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2023 IRS filing
From 2023 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| LOIS L HERMAN | Trustee | 1 | — |
| PETER L HERMAN | Trustee | 1 | — |
| LAURA B HERMAN | Trustee | 1 | — |
| ROBERT A ADLER | Trustee | 1 | — |
| JACOB A HERMAN | Trustee | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Sumner & Lois Herman Charitable?
The Sumner & Lois Herman Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WORCESTER, MA. It holds $816K in total assets as of 2023.
How large is The Sumner & Lois Herman Charitable?
As of 2023, The Sumner & Lois Herman Charitable holds $816K in total assets with $60K in annual revenue. It awarded 36 grants totaling $71K in 2023.
Where does The Sumner & Lois Herman Charitable operate?
The Sumner & Lois Herman Charitable has awarded grants in California, District of Columbia, Florida, Illinois, Massachusetts, Minnesota, Missouri, North Carolina, Nevada, New York, Tennessee, Texas.
What size grants does The Sumner & Lois Herman Charitable award?
In 2023, The Sumner & Lois Herman Charitable awarded 36 grants totaling $71K — an average of about $2K per grant, based on its IRS Form 990 filings.
How much is The Sumner & Lois Herman Charitable required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2023, The Sumner & Lois Herman Charitable reported a distributable amount of $52K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Sumner & Lois Herman Charitable's EIN?
The Sumner & Lois Herman Charitable's EIN (Employer Identification Number) is 35-6747988. IRS Form 990 filing data is available on this page for 2021–2023.
Explore Open Grants
Browse active grant opportunities in The Sumner & Lois Herman Charitable's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.