Daniel P Sherman 9 Th Trust

Dallas, TX
EIN: 05-6019445

Type of Nonprofit

Designated as a 4947(a)(1) Non-exempt charitable trusts.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$125,750

Expenses

$86,012

Net Income

$39,738

Net Assets

$1,210,701

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$34,306	27.3%
Sales of Assets	$91,444	72.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$71,064	82.6%
Compensation of Officers*	$19,845	23.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,210,701
Total Liabilities	$0
Net Assets	$1,210,701

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$19,845	$0

990-PF

Filed on April 10, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$36,231

Expenses

$67,230

Net Income

-$30,999

Net Assets

$1,172,242

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$30,488	84.1%
Sales of Assets	$2,493	6.9%
Other Income	$3,250	9.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$54,204	80.6%
Compensation of Officers*	$17,768	26.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,172,242
Total Liabilities	$0
Net Assets	$1,172,242

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$17,768	$0

990-PF

Filed on April 24, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

-$29,910

Expenses

$97,993

Net Income

-$127,903

Net Assets

$1,203,695

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$24,336
Sales of Assets	-$54,246
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$78,390	80.0%
Compensation of Officers*	$18,704	19.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,203,695
Total Liabilities	$0
Net Assets	$1,203,695

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$18,704	$0

990-PF

Filed on April 26, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$271,919

Expenses

$87,532

Net Income

$184,387

Net Assets

$1,331,468

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$26,284	9.7%
Sales of Assets	$245,635	90.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$71,195	81.3%
Compensation of Officers*	$21,101	24.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,331,468
Total Liabilities	$0
Net Assets	$1,331,468

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$21,101	$0

990-PF

Filed on April 19, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$92,256

Expenses

$84,223

Net Income

$8,033

Net Assets

$1,145,634

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$21,577	23.4%
Sales of Assets	$70,679	76.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$70,149	83.3%
Compensation of Officers*	$17,604	20.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,145,635
Total Liabilities	$1
Net Assets	$1,145,634

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$17,604	$0

990-PF

Filed on April 15, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$70,307

Expenses

$69,807

Net Income

$500

Net Assets

$1,137,522

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$28,923	41.1%
Sales of Assets	$41,186	58.6%
Other Income	$198	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$57,788	82.8%
Compensation of Officers*	$17,244	24.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,137,523
Total Liabilities	$1
Net Assets	$1,137,522

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$17,244	$0

990-PF

Filed on April 23, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$94,724

Expenses

$82,705

Net Income

$12,019

Net Assets

$1,147,367

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$24,349	25.7%
Sales of Assets	$70,375	74.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$67,187	81.2%
Compensation of Officers*	$17,714	21.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,147,367
Total Liabilities	$0
Net Assets	$1,147,367

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$17,714	$0

990-PF

Filed on April 24, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$95,561

Expenses

$71,638

Net Income

$23,923

Net Assets

$1,133,630

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$24,126	25.2%
Sales of Assets	$71,435	74.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$59,455	83.0%
Compensation of Officers*	$16,950	23.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,133,630
Total Liabilities	$0
Net Assets	$1,133,630

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$16,950	$0

990-PF

Filed on April 12, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

-$3,708

Expenses

$66,422

Net Income

-$70,130

Net Assets

$1,129,475

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$23,117
Sales of Assets	-$27,437
Other Income	$612

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$54,984	82.8%
Compensation of Officers*	$15,519	23.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,129,475
Total Liabilities	$0
Net Assets	$1,129,475

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$15,519	$0

990-PF

Filed on April 7, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$50,464

Expenses

$73,608

Net Income

-$23,144

Net Assets

$1,205,701

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$27,710	54.9%
Sales of Assets	$22,754	45.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$60,311	81.9%
Compensation of Officers*	$16,525	22.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,205,701
Total Liabilities	$0
Net Assets	$1,205,701

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$16,525	$0

990-PF

Filed on April 21, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$150,420

Expenses

$75,441

Net Income

$74,979

Net Assets

$1,234,418

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$23,626	15.7%
Sales of Assets	$126,773	84.3%
Other Income	$21	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$64,309	85.2%
Compensation of Officers*	$17,060	22.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,234,418
Total Liabilities	$0
Net Assets	$1,234,418

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$17,060	$0

990-PF

Filed on April 6, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$55,115

Expenses

$69,664

Net Income

-$14,549

Net Assets

$1,132,013

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$21,895	39.7%
Sales of Assets	$33,274	60.4%
Other Income	-$54

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$59,683	85.7%
Compensation of Officers*	$15,219	21.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,132,013
Total Liabilities	$0
Net Assets	$1,132,013

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$51,951

Expenses

$64,109

Net Income

-$12,158

Net Assets

$1,146,214

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$27,917	53.7%
Sales of Assets	$24,029	46.3%
Other Income	$5	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$52,401	81.7%
Compensation of Officers*	$13,892	21.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,146,214
Total Liabilities	$0
Net Assets	$1,146,214

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$174,840

Expenses

$66,096

Net Income

$108,744

Net Assets

$1,158,720

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$45,026	25.8%
Sales of Assets	$129,814	74.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$56,542	85.5%
Compensation of Officers*	$13,419	20.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,158,720
Total Liabilities	$0
Net Assets	$1,158,720

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2005

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2004

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2001

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated April 20, 2026

Daniel P Sherman 9 Th Trust

Organization summary

Type of Nonprofit

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2001