501(c)(3) charity; gifts are tax-deductible.
Status: IRS Pub. 78

Before you give

FY2023 · Form 990-PFIndependent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2023
latest Form 990-PF
Fine: the latest return is for FY2023, 3 tax years back; within 3 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 3
filings with a surplus
Average surplus $9K a year · 9% of revenue · last 3 filings
Worth a look: a surplus in 1 of the last 3 filings.
990-PF Pt I · 3 filings
10 mo
of spending, in cash
Looks good: 9.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
990-PF Pt II
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$60K
-62% vs prior year
Spent
$85K
Net assets
$816K
By yearFY2021–FY2023
Revenue
$60K
FY2023▼ -62%
Tap a bar for its year
Revenue by fiscal year
FY2021$63K
FY2022$160K
FY2023$60K
Expenses
$85K
FY2023▼ -8%
Tap a bar for its year
Expenses by fiscal year
FY2021$80K
FY2022$93K
FY2023$85K
Net assets
$816K
FY2023▼ -3%
Tap a bar for its year
Net assets by fiscal year
FY2021$1.2M
FY2022$838K
FY2023$816K

From the FY2023 Form 990 (year ending June 2023) · see the original

990 PDF Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2023. IRS ruling in Jun 2005.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

What each dollar paid for.

Grants & contributions paid 84% · $71K Operating & administrative 16% · $14K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

5 people listed on the 990-PF.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Sumner and Lois Herman Charitable Foundation executive salaries →

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Programs and updates

A private foundation based in Worcester, MA.

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Provided by the organization

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Grants and how to apply

Who it funds, and how to ask.

Who They Fund

Part XV · grants paid · 36 grants · $71K · 2022–2022
Jewish Federation of Central MaFY2022$10,000
Shamrock FoundationFY2022$6,800
Brain Injury Assoc of MassFY2022$5,870
Individual RecipientFY2022$5,000
Mass General Hospital DevelopmentFY2022$5,000
ArckCA · FY2022$5,000
White Snake Projects INCMA · FY2022$4,000
Individual RecipientFY2022$4,000
Temple Beth AmFY2022$3,026
Dress for SuccessSC · FY2022$2,575
Individual RecipientFY2022$2,500
Individual RecipientFY2022$2,038
NepcfFY2022$1,800
PledgeitFY2022$1,442
Individual RecipientFY2022$1,103
Clear Path for VetsFY2022$1,080
Womens FoundationFY2022$1,040
See all 36 grants →

Grantmaking Profile

Patterns in foundation giving
Distinct granteesPart XV8
Average grantPart XV$2K
Median grantPart XV$1K
Largest grantPart XV$10K
Top cause focusNTEEHealth Care (6%)

By the numbers

The FY2023 990-PF, line by line.

1The main four
Money in
$60K
Gifts and grants$31K
Investment income$30K
Money out
$85K
Grants paid$71K
Running costs$14K
Owns and owes
$816K
net assets
Cash and savings$69K
Total assets$816K
Liabilities$0
People
5
listed
Paid0
2In more detail
Revenue in detail
Gifts and grants$31K
Investment income$30K
Total revenue$60K
Assets in detailEnd of year
Cash and savings together$69K
Total assets$816K
Liabilities$0
Net assets$816K
Operations
Fiscal year endsJune

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2023 Latest Viewing $60K$85K−$24K$816K 990 PDF
FY2022 $160K$93K$68K$838K 990 PDF
FY2021 $63K$80K−$17K$1.2M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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