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
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
Ready to take the next step with The Sumner & Lois Herman Charitable?
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
No grants recorded for .
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
Related Funders
Similar funders by location and focus area
Charles J Tasker Memorial Scholarship Fund
HANOVER, MA
Assets
$98K
Grants
1
Total Given
$8K
Marshall M & Barbara J Sloane Pvt Found
CHESTNUT HILL, MA
Assets
$1.2M
Grants
11
Total Given
$75K
John J Mcardle Iii & Joan C Mcardle
ANDOVER, MA
Assets
$1.8M
Grants
13
Total Given
$205K
Massachusetts Association of Realtors
FOXBOROUGH, MA
Assets
$18.1M
Grants
2
Total Given
$71K
Communities for Restorative Justice
BOSTON, MA
Assets
$524K
Grants
1
Total Given
$61K
Hingham Historical Society Inc
HINGHAM, MA
Assets
$7.4M
Grants
1
Total Given
$10K
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with The Sumner & Lois Herman Charitable 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