Jessie Gordon Sherman Trust Uw Fiduciary Trust Co Trustee
- Assets
- $991.5k
- Revenue
- $135.4k
- Investments
- $960.3k
- Employees
- 0
- Location
- Boston, MA
- Founding
- 12/1980
- Data as of
- 12/2021
- EIN
- 04-6139356
Organization Overview
Jessie Gordon Sherman Trust Uw Fiduciary Trust Co Trustee is located in Boston, MA. The organization was established in 1980. According to its NTEE Classification (T90) the organization is classified as: Named Trusts N.E.C., under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Jessie Gordon Sherman Trust Uw Fiduciary Trust Co Trustee is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Jessie Gordon Sherman Trust Uw Fiduciary Trust Co Trustee generated $135.4k in total revenue. This organization has experienced exceptional growth, as over the past 3 years, it has increased revenue by an average of 58.5% each year . All expenses for the organization totaled $80.4k during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2021
Describe the Organization's Program Activity:
Part 3 - Line 4a
NET INCOME IS PAID TO FAMILY SERVICE OF GREATER BOSTON, A CHARITABLE ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE
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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $24,039 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $111,334 |
| Capital Gain Net Income | $104,543 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $135,373 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $17,355 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $267 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $2,800 |
| Total operating and administrative expenses | $20,422 |
| Contributions, gifts, grants paid | $59,964 |
| Total expenses and disbursements | $80,386 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $31,211 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $397,950 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $991,544 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Jessie Gordon Sherman Trust Uw Fiduciary Trust Co Trustee has awarded $58,733 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
Boston, MA PURPOSE: GENERAL PURPOSE | $43,733 |
Roxbury, MA PURPOSE: GENERAL PURPOSE | $15,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Bam Endowment Trust Brooklyn, NY | $106,959,115 | $5,566,840 |
John R Oishei Consolidated Tr 01091998 Buffalo, NY | $21,967,662 | $5,743,689 |
Goldstein Family Foundation Spring Valley, NY | $15,534,248 | $10,502,547 |
Sol Goldman Charitable Trust New York, NY | $0 | $3,639,060 |
Schwartz Fam Foundation Tr New York, NY | $15,701,646 | $4,641,500 |
Lyford Cay Foundation Inc Greenwich, CT | $29,953,842 | $2,393,799 |
Wings For Things Foundation Inc Sandy Hook, CT | $31,046,537 | $6,302,092 |
Stephanie And Lawrence Flinn Jr Charitable Trust Rye, NY | $38,008,610 | $1,545,118 |
Sunshine Foundation Woodbury, NY | $26,794,175 | $2,071,620 |
Peter A And Deborah L Weinberg Family Foundation Albany, NY | $9,427,245 | $1,958,603 |
Trustees Under The Will Of Herman Dana Newton, MA | $0 | $3,151,156 |
Borrego Foundation Larchmont, NY | $44,485,466 | $2,189,586 |