The Sumner & Lois Herman Charitable
EIN 356747988Total Given 2017–2023
$467K
235 grants · $67K avg/year
based on 7 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$500
typical micro grants · $125–$2K
grant size
27%
balanced · 40/148 multi-year
repeat
$1.1M
Assets (2023)
148
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Contact Person
LIVE LIFE BY MUSIC
Phone
(508) 471-1127
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2017 | $91K | $942K | $45K | 37 |
| 2018 | $83K | $956K | $43K | 43 |
| 2019 | $53K | $1.0M | $144K | 35 |
| 2020 | $24K | $977K | $41K | 25 |
| 2021 | $67K | $1.2M | $63K | 24 |
| 2022 | $78K | $1.0M | $160K | 35 |
| 2023 | $71K | $1.1M | $60K | 36 |
Grant Size Distribution
Based on 235 grants on record
Minimum
$50
25th Pctl
$125
Median
$500
Average
$2K
75th Pctl
$2K
Maximum
$28K
Geographic Distribution
Officers & Directors
LH
Lois L Herman
Trustee
JH
Jacob a Herman
Trustee
RA
Robert a Adler
Trustee
LH
Laura B Herman
Trustee
PH
Peter L Herman
Trustee
LH
Lois L Herman
Trustee
JH
Jacob a Herman
Trustee
RA
Robert a Adler
Trustee
LH
Laura B Herman
Trustee
PH
Peter L Herman
Trustee
LH
Laura B Herman
Trustee
LH
Lois L Herman
Trustee
PH
Peter L Herman
Trustee
RA
Robert a Adler
Trustee
JH
Jacob a Herman
Trustee
LH
Lois L Herman
Trustee
JH
Jacob a Herman
Trustee
RA
Robert a Adler
Trustee
LH
Laura B Herman
Trustee
PH
Peter L Herman
Trustee
JH
Jacob a Herman
Trustee
LH
Lois L Herman
Trustee
PH
Peter L Herman
Trustee
LH
Laura B Herman
Trustee
RA
Robert a Adler
Trustee
LH
Lois L Herman
Trustee
JH
Jacob a Herman
Trustee
RA
Robert a Adler
Trustee
LH
Laura B Herman
Trustee
PH
Peter L Herman
Trustee
RA
Robert a Adler
Trustee
PH
Peter H Herman
Trustee
LH
Laura B Herman
Trustee
LH
Lois L Herman
Trustee
JH
Jacob a Herman
Trustee
Grants Awarded (235 total)
| Purpose | ||||
|---|---|---|---|---|
| Jewish Federation | Worcester, MA | $28,500 | GENERAL | 2017 |
| Jewish Healthcare Center | Worcester, MA | $26,600 | GENERAL | 2021 |
| Jewish Federation of Central Ma | Worcester, MA | $19,000 | GENERAL | 2022 |
| Jewish Federation of Central Ma | Worcester, MA | $17,000 | GENERAL | 2018 |
| American Fundraiser Foundation | Orlando, FL | $12,150 | GENERAL | 2017 |
| Jewish Healthcare Center | Worcester, MA | $11,836 | GENERAL | 2017 |
| Brain Injury Assoc of Mass | Westborough, MA | $11,172 | GENERAL | 2021 |
| Jewish Healthcare Center | Worcester, MA | $11,000 | GENERAL | 2022 |
| Jewish Healthcare Center | Worcester, MA | $10,300 | GENERAL | 2019 |
| Jewish Federation of Central Ma | Worcester, MA | $10,000 | GENERAL | 2023 |
| Celebration for Kids | Foxboro, MA | $8,600 | GENERAL | 2018 |
| Jewish Federation of Central Ma | Worcester, MA | $7,500 | GENERAL | 2021 |
| Spaulding Rehailitation | Charlestown, MA | $7,500 | GENERAL | 2017 |
| Spaulding Rehab | Charlestown, MA | $7,500 | GENERAL | 2018 |
| Brain Injury Assoc of Mass | Westborough, MA | $7,340 | GENERAL | 2018 |
| Brain Injury Assoc of Mass | Westborough, MA | $7,054 | GENERAL | 2019 |
| Brain Injury Assoc of Mass | Westborough, MA | $6,853 | GENERAL | 2022 |
| Shamrock Foundation | Boston, MA | $6,800 | GENERAL | 2023 |
| Brain Injury Association of Mass | Westborough, MA | $6,800 | GENERAL | 2017 |
| Brain Injury Assoc of Mass | Westborough, MA | $5,870 | GENERAL | 2023 |
| Dana Farber | Boston, MA | $5,774 | GENERAL | 2019 |
| Hoops for Homework | Framingham, MA | $5,356 | GENERAL | 2021 |
| Spaulding Rehab | Charlestown, MA | $5,250 | GENERAL | 2019 |
| Congregation Beth Israel | Worcester, MA | $5,000 | GENERAL | 2022 |
| Spaulding Rehab | Charlestown, MA | $5,000 | GENERAL | 2022 |