The Sumner & Lois Herman Charitable | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like The Sumner & Lois Herman Charitable. Data shown is extracted from Form 990-PF filings.

EIN: 35-6747988

Foundation Overview

Based in Worcester, MA, The Sumner & Lois Herman Charitable has awarded 282 grants totaling $584,963 to organizations in Massachusetts, Nevada and 16 other states across the US. Individual grants range from $50 to $28,500, with a median award of $500.

Latest Tax Year
2022
Total Giving (all years)
$584,963
Total Assets
$1,072,932
Median Grant (all grants)
$500

Latest Form 990-PF Snapshot

Total Grants
108
Median Grant
$972
% Median Grant Growth
+94% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: February 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Balanced Approach: 42%

45 of 108 recipients (42%) were new grantees. Foundation maintains loyal partnerships while remaining open to qualified new applicants with strong proposals.

Geographic Focus
Massachusetts

77% of all grants are concentrated in Massachusetts, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Massachusetts, funding concentrates in Worcester (26%), Boston (25%), Framingham (8%).

Funding Trajectory
-22%

Declining funding trend with 22% decrease over 6 years may indicate reduced grant opportunities or shifting foundation priorities. This trajectory suggests more competitive application environment.

Program Areas
General Purposes

Highly focused on general purposes with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into The Sumner & Lois Herman Charitable's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
Brain Injury Assoc Of Mass $5,870 Westborough, MA, US General 2022
Congregation Beth Israel $1,103 Worcester, MA, US General 2022
Dress For Success $2,575 Worcester, MA, US General 2022
Eagle Hill School $550 Hardwick, MA, US General 2022
Hoops For Homework $515 Framingham, MA, US General 2022
Rosies Place $4,000 Boston, MA, US General 2022
Jewish Federation Of Central Ma $10,000 Worcester, MA, US General 2022
Jewish Healthcare Center $2,710 Worcester, MA, US General 2022
Shamrock Foundation $6,800 Boston, MA, US General 2022
Temple Beth Am $3,026 Framingham, MA, US General 2022
Worcester Jcc $2,500 Worcester, MA, US General 2022
Arck $5,000 Boston, MA, US General 2022
Pan Mass Challenge $2,038 Needham, MA, US General 2022
White Snake Projects $4,000 Brookline, MA, US General 2022
Memorial Assistance $500 Houston, TX, US General 2022
Mass General Hospital Development $5,000 Boston, MA, US General 2022
Umass Memorial $5,000 Worcester, MA, US General 2022
Clear Path For Vets $1,080 Devens, MA, US General 2022
Stachestrongorg $105 Vestal, NY, US General 2022
Alzheimers Foundation $120 New York, NY, US General 2022
Nepcf $1,800 Westborough, MA, US General 2022
Donorschoose $500 New York, NY, US General 2022
Convoy Of Hope $103 Springfield, MO, US General 2022
American Red Cross $250 Worcester, MA, US General 2022
Mspca $103 Boston, MA, US General 2022
Temple Shalom $102 Newton, MA, US General 2022
Worcester Tech Hs $350 Worcester, MA, US General 2022
National Breast Cancer $903 Frisco, TX, US General 2022
Friends Of Peters $300 Sandwich, MA, US General 2022
Kiva $150 San Francisco, CA, US General 2022
American Heart Association $798 Dalls, TX, US General 2022
Shrewsbury Pitcher $300 Shrewsbury, MA, US General 2022
Norwell Hospice $250 Norwell, MA, US General 2022
Caringbridge $100 Eagan, MN, US General 2022
Womens Foundation $1,040 Boston, MA, US General 2022
Pledgeit $1,442 Worcester, MA, US General 2022
Brain Injury Assoc Of Mass $5,870 Westborough, MA, US General 2022
Congregation Beth Israel $1,103 Worcester, MA, US General 2022
Dress For Success $2,575 Worcester, MA, US General 2022
Eagle Hill School $550 Hardwick, MA, US General 2022
Hoops For Homework $515 Framingham, MA, US General 2022
Rosies Place $4,000 Boston, MA, US General 2022
Jewish Federation Of Central Ma $10,000 Worcester, MA, US General 2022
Jewish Healthcare Center $2,710 Worcester, MA, US General 2022
Shamrock Foundation $6,800 Boston, MA, US General 2022
Temple Beth Am $3,026 Framingham, MA, US General 2022
Worcester Jcc $2,500 Worcester, MA, US General 2022
Arck $5,000 Boston, MA, US General 2022
Pan Mass Challenge $2,038 Needham, MA, US General 2022
White Snake Projects $4,000 Brookline, MA, US General 2022
Memorial Assistance $500 Houston, TX, US General 2022
Mass General Hospital Development $5,000 Boston, MA, US General 2022
Umass Memorial $5,000 Worcester, MA, US General 2022
Clear Path For Vets $1,080 Devens, MA, US General 2022
Stachestrongorg $105 Vestal, NY, US General 2022
Alzheimers Foundation $120 New York, NY, US General 2022
Nepcf $1,800 Westborough, MA, US General 2022
Donorschoose $500 New York, NY, US General 2022
Convoy Of Hope $103 Springfield, MO, US General 2022
American Red Cross $250 Worcester, MA, US General 2022
Mspca $103 Boston, MA, US General 2022
Temple Shalom $102 Newton, MA, US General 2022
Worcester Tech Hs $350 Worcester, MA, US General 2022
National Breast Cancer $903 Frisco, TX, US General 2022
Friends Of Peters $300 Sandwich, MA, US General 2022
Kiva $150 San Francisco, CA, US General 2022
American Heart Association $798 Dalls, TX, US General 2022
Shrewsbury Pitcher $300 Shrewsbury, MA, US General 2022
Norwell Hospice $250 Norwell, MA, US General 2022
Caringbridge $100 Eagan, MN, US General 2022
Womens Foundation $1,040 Boston, MA, US General 2022
Pledgeit $1,442 Worcester, MA, US General 2022
Brain Injury Assoc Of Mass $5,870 Westborough, MA, US General 2022
Congregation Beth Israel $1,103 Worcester, MA, US General 2022
Dress For Success $2,575 Worcester, MA, US General 2022
Eagle Hill School $550 Hardwick, MA, US General 2022
Hoops For Homework $515 Framingham, MA, US General 2022
Rosies Place $4,000 Boston, MA, US General 2022
Jewish Federation Of Central Ma $10,000 Worcester, MA, US General 2022
Jewish Healthcare Center $2,710 Worcester, MA, US General 2022
Shamrock Foundation $6,800 Boston, MA, US General 2022
Temple Beth Am $3,026 Framingham, MA, US General 2022
Worcester Jcc $2,500 Worcester, MA, US General 2022
Arck $5,000 Boston, MA, US General 2022
Pan Mass Challenge $2,038 Needham, MA, US General 2022
White Snake Projects $4,000 Brookline, MA, US General 2022
Memorial Assistance $500 Houston, TX, US General 2022
Mass General Hospital Development $5,000 Boston, MA, US General 2022
Umass Memorial $5,000 Worcester, MA, US General 2022
Clear Path For Vets $1,080 Devens, MA, US General 2022
Stachestrongorg $105 Vestal, NY, US General 2022
Alzheimers Foundation $120 New York, NY, US General 2022
Nepcf $1,800 Westborough, MA, US General 2022
Donorschoose $500 New York, NY, US General 2022
Convoy Of Hope $103 Springfield, MO, US General 2022
American Red Cross $250 Worcester, MA, US General 2022
Mspca $103 Boston, MA, US General 2022
Temple Shalom $102 Newton, MA, US General 2022
Worcester Tech Hs $350 Worcester, MA, US General 2022
National Breast Cancer $903 Frisco, TX, US General 2022
Friends Of Peters $300 Sandwich, MA, US General 2022
Kiva $150 San Francisco, CA, US General 2022
American Heart Association $798 Dalls, TX, US General 2022
Shrewsbury Pitcher $300 Shrewsbury, MA, US General 2022
Norwell Hospice $250 Norwell, MA, US General 2022
Caringbridge $100 Eagan, MN, US General 2022
Womens Foundation $1,040 Boston, MA, US General 2022
Pledgeit $1,442 Worcester, MA, US General 2022
Brain Injury Assoc Of Mass $6,853 Westborough, MA, US General 2021
Congregation Beth Israel $5,000 Worcester, MA, US General 2021
Dana Farber $500 Boston, MA, US General 2021
Dress For Success $2,912 Worcester, MA, US General 2021
Rosies Place $4,500 Boston, MA, US General 2021
Jewish Federation Of Central Ma $19,000 Worcester, MA, US General 2021
Jewish Healthcare Center $11,000 Worcester, MA, US General 2021
Live Life By Music $2,000 Las Vegas, NV, US General 2021
Spaulding Rehab $5,000 Charlestown, MA, US General 2021
St Jude Hospital $418 Memphis, TN, US General 2021
Temple Beth Am $2,682 Framingham, MA, US General 2021
Worcester County Food Bank $418 Shrewsbury, MA, US General 2021
Worcester Jcc $2,500 Worcester, MA, US General 2021
Wbur 909 $500 Boston, MA, US General 2021
Pan Mass Challenge $2,906 Needham, MA, US General 2021
White Snake Projects $2,603 Brookline, MA, US General 2021
Mass General Hospital Development $250 Boston, MA, US General 2021
Why Me & Sherrys House $100 Worcester, MA, US General 2021
Garden School Org $250 Jackson Heights, NY, US General 2021
Big Brother Big Sister $1,000 Tampa, FL, US General 2021
Glioblastoma Foundation $100 Durham, NC, US General 2021
911 Memorial $100 New York, NY, US General 2021
Umass Memorial $2,500 Worcester, MA, US General 2021
Clear Path For Vets $80 Devens, MA, US General 2021
Pkdcureorg $250 Kansas City, MO, US General 2021
Ny Road Runners $350 New York, NY, US General 2021
Dabetes Research Inst $500 New York, NY, US General 2021
Stachestrongorg $263 Vestal, NY, US General 2021
Wyqq 901 $500 Charlton, MA, US General 2021
Alzheimers Foundation $210 New York, NY, US General 2021
Shrewsbury Firefighters $250 Shrewsbury, MA, US General 2021
World Central Kitchen $628 Washington, DC, US General 2021
First Congregational Church $300 West Boylston, MA, US General 2021
Golf Fights Cancer Org $525 Norton, MA, US General 2021
Greater Lawrence Family Health $1,500 Lawrence, MA, US General 2021
Brain Injury Assoc Of Mass $11,172 Westborough, MA, US General 2020
Dana Farber $250 Boston, MA, US General 2020
Dress For Success $125 Worcester, MA, US General 2020
Hoops For Homework $5,356 Framingham, MA, US General 2020
Rosies Place $2,500 Boston, MA, US General 2020
Jewish Federation Of Central Ma $7,500 Worcester, MA, US General 2020
Jewish Healthcare Center $26,600 Worcester, MA, US General 2020
Live Life By Music $2,000 Las Vegas, NV, US General 2020
Worcester County Food Bank $250 Shrewsbury, MA, US General 2020
Worcester Jcc $2,500 Worcester, MA, US General 2020
Arck $1,500 Boston, MA, US General 2020
Boston Ballet $205 Boston, MA, US General 2020
Pan Mass Challenge $256 Needham, MA, US General 2020
White Snake Projects $2,795 Brookline, MA, US General 2020
Art Institute Of Chicago $200 Chicago, IL, US General 2020
Boston Foundation $1,000 Boston, MA, US General 2020
Institute Of Contemporary Art $250 Boston, MA, US General 2020
World Central Kitchen $500 Washington, DC, US General 2020
Above Beyond Ordinary $100 Oak View, CA, US General 2020
Memorial Assistance $1,000 Houston, TX, US General 2020
Mass Nurse Association $80 Canton, MA, US General 2020
Mass General Hospital Development $250 Boston, MA, US General 2020
Parkinson's Foundation $250 Miami, FL, US General 2020
Clear Path For Veteran $250 Devens, MA, US General 2020
Brain Injury Assoc Of Mass $7,054 Westborough, MA, US General 2018
Dana Farber $5,774 Boston, MA, US General 2018
Dress For Success $1,050 Worcester, MA, US General 2018
Eagle Hill School $500 Hardwick, MA, US General 2018
Fc Stars $300 Acton, MA, US General 2018
Habitat For Humanity $100 Americus, GA, US General 2018
Rosies Place $4,500 Boston, MA, US General 2018
Jewish Healthcare Center $10,300 Worcester, MA, US General 2018
One Mission Buzz Off $525 Westborough, MA, US General 2018
Project Bread $100 Boston, MA, US General 2018
Shamrock Foundation $1,000 Boston, MA, US General 2018
Spaulding Rehab $5,250 Charlestown, MA, US General 2018
Sudbury Valley Trustees $100 Sudbury, MA, US General 2018
Temple Beth Am $2,500 Framingham, MA, US General 2018
Worcester Jcc $2,500 Worcester, MA, US General 2018
Hmeas Autism Resource Central $50 Worcester, MA, US General 2018
Wgbh $100 Boston, MA, US General 2018
Provision Ministry Inc $2,500 Westborough, MA, US General 2018
Springfield Partners For Communit A $500 Springfield, MA, US General 2018
Gerrish Family Foundation $2,000 Salem, MA, US General 2018
First Congregational Church $1,000 Shrewsbury, MA, US General 2018
Arck $1,500 Boston, MA, US General 2018
American Cancer Society $454 Framingham, MA, US General 2018
Western Mass Labor Action $100 Pittsfield, MA, US General 2018
Women's American Ort Foundation $180 New York, NY, US General 2018
Project Hope $100 Roxbury, MA, US General 2018
The Fresh Air Fund $100 New York, NY, US General 2018
Wbur 909 $100 Boston, MA, US General 2018
Greater Boston Food Bank $100 Boston, MA, US General 2018
B Positive Foundation $100 Wilmington, DE, US General 2018
St Huberts Animal Welfare Center $100 Madison, NJ, US General 2018
St Baldrick's Foundation $100 Monrovia, CA, US General 2018
Planned Parenthood $400 New York, NY, US General 2018
Chatham Merchants Assoc $1,354 N Chatham, MA, US General 2018
American Diabetes Association $150 Arlington, VA, US General 2018
All Hands And Hearts $1,000 Mattpoisett, MA, US General 2017
Brain Injury Assoc Of Mass $7,340 Westborough, MA, US General 2017
Cambridge College $5,000 Boston, MA, US General 2017
Celebration For Kids $8,600 Foxboro, MA, US General 2017
Congregation Beth Israel $200 Worcester, MA, US General 2017
Dana Farber $2,701 Boston, MA, US General 2017
Dereck Yancik Scholarship Fund $250 Framingham, MA, US General 2017
Dress For Success $1,500 Worcester, MA, US General 2017
Eagle Hill School $1,300 Hardwick, MA, US General 2017
Env Defense Fund $100 Washington, DC, US General 2017
Fc Stars $100 Acton, MA, US General 2017
Gateway Players $150 Southbridge, MA, US General 2017
Greenville Baptist Church $200 Rochdale, MA, US General 2017
Habitat For Humanity $100 Americus, GA, US General 2017
Home For Little Wanderers $100 Boston, MA, US General 2017
Hoops For Homework $5,000 Framingham, MA, US General 2017
Humane Society $100 Braintree, MA, US General 2017
Rosies Place $4,600 Boston, MA, US General 2017
Jewish Federation Of Central Ma $17,000 Worcester, MA, US General 2017
Jewish Healthcare Center $3,600 Worcester, MA, US General 2017
Live Life By Music $1,000 Las Vegas, NV, US General 2017
Martin Richards Foundation $250 Bridgewater, MA, US General 2017
Millbury Federated Church $250 Millbury, MA, US General 2017
Old Sturbridge Village $100 Sturbridge, MA, US General 2017
One Mission Buzz Off $1,000 Westborough, MA, US General 2017
Ostergenesis Imperfect Foundation $103 Gaithersburg, MD, US General 2017
Project Bread $100 Boston, MA, US General 2017
Boston Pancriatic Cancer Foundation $200 Boston, MA, US General 2017
Shamrock Foundation $2,000 Boston, MA, US General 2017
Spaulding Rehab $7,500 Charlestown, MA, US General 2017
Spaulding Parners Home Health $5,000 Waltham, MA, US General 2017
St Jude Hospital $250 Memphis, TN, US General 2017
Sterling Animal Shelter $100 Sterling, MA, US General 2017
Straight Ahead Ministries $500 Worcester, MA, US General 2017
Sudbury Valley Trustees $100 Sudbury, MA, US General 2017
Temple Beth Am $2,500 Framingham, MA, US General 2017
Tenacity $100 Boston, MA, US General 2017
Glbt Community Center Of Co $500 Denver, CO, US General 2017
Worcester Animal Rescue League $100 Worcester, MA, US General 2017
Worcester County Food Bank $100 Shrewsbury, MA, US General 2017
Worcester Jcc $2,500 Worcester, MA, US General 2017
Autism Speaks $100 Boston, MA, US General 2017
Wgbh $100 Boston, MA, US General 2017
Jewish Healthcare Center $11,836 Worcester, MA, US General 2016
Jimmy Funddana Farber $500 Brookline, MA, US General 2016
Rosies Place $4,000 Boston, MA, US General 2016
Jewish Federation $28,500 Worcester, MA, US General 2016
Kaplan Family Hospice House $150 Danvers, MA, US General 2016
Hoops And Homework $3,750 Framingham, MA, US General 2016
Celtics Shamrock Foundation $500 Boston, MA, US General 2016
Temple Beth Am $2,000 Framingham, MA, US General 2016
American Cancer Society $600 Framingham, MA, US General 2016
Arck $3,500 Boston, MA, US General 2016
Dress For Success $500 Worcester, MA, US General 2016
Eagle Hill Foundation $500 Hardwick, MA, US General 2016
Brain Injury Association Of Mass $6,800 Westborough, MA, US General 2016
Worcester Jcc $2,500 Worcester, MA, US General 2016
Fresh Air Fund $100 New York, NY, US General 2016
Sudbury River Trustees $100 Sudbury, MA, US General 2016
Wgbh $100 Boston, MA, US General 2016
Msha $100 Waltham, MA, US General 2016
Wbur $100 Boston, MA, US General 2016
Habbitat For Humannity $100 Americus, GA, US General 2016
Planned Parenthood $100 New York, NY, US General 2016
Ed Fund $100 New York, NY, US General 2016
Greater Boston Food Bank $100 Boston, MA, US General 2016
United Way $100 Framingham, MA, US General 2016
Project Bread $100 Boston, MA, US General 2016
Dana Farber Cancer Institute $300 Boston, MA, US General 2016
St Johns High School $500 Shrewsbury, MA, US General 2016
Oconee Animal Rescue League $500 Greensboro, GA, US General 2016
Congregation Beth Israel $200 Worcester, MA, US General 2016
Spaulding Rehailitation $7,500 Charlestown, MA, US General 2016
Becker College $1,300 Worcester, MA, US General 2016
American Stroke Association $156 Dallas, TX, US General 2016
Jeffs Place $500 Framingham, MA, US General 2016
Vanessa T Marcotte Foundation $500 Leominster, MA, US General 2016
American Fundraiser Foundation $12,150 Orlando, FL, US General 2016
Mspca $200 Jamaica Plain, MA, US General 2016
Veterans Inc $200 Worcester, MA, US General 2016

Foundations Similar to The Sumner & Lois Herman Charitable

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Contact Information

Official contact details for The Sumner & Lois Herman Charitable as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 35-6747988
Website N/A
Address 306 MAIN STREET Worcester, MA 01608-0000

Key People (5)

Board members, trustees, and key staff who oversee The Sumner & Lois Herman Charitable's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Trustee Lois L Herman
Trustee Peter L Herman
Trustee Laura B Herman
Trustee Robert A Adler
Trustee Jacob A Herman

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for The Sumner & Lois Herman Charitable is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

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Research Applications

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Data Currency: Last updated February 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.