Esserman Family Foundation Inc

Pinecrest, FL
Tax-exempt since May 2005
EIN: 20-2074738

This organization is not listed in the IRS's most recent list of tax exempt organizations, but we have data associated with this Employer Identification Number.

Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

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 Oct.
2024

Revenue

$338,860

Expenses

$2,256,742

Net Income

-$1,917,882

Net Assets

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,795	0.8%
Dividends	$64,402	19.0%
Sales of Assets	$271,663	80.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,235,374	99.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$0
Total Liabilities	$0
Net Assets	$0

Compensation

Key Employees and Officers	Compensation	Other
Estate Of Ron Esserman (Director)	$0	$0
James N Esserman (Director)	$0	$0
Laura J Esserman (Director)	$0	$0
Lisa E Esserman (Director)	$0	$0
Susan G Esserman (Director)	$0	$0
Charlene Esserman (Director)	$0	$0

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990-PF

Filed on Sept. 4, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Oct.
2023

Revenue

$465,225

Expenses

$138,507

Net Income

$326,718

Net Assets

$2,047,201

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,559	1.0%
Dividends	$62,436	13.4%
Sales of Assets	$398,230	85.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$124,975	90.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,047,201
Total Liabilities	$0
Net Assets	$2,047,201

Compensation

Key Employees and Officers	Compensation	Other
Estate Of Ron Esserman (Director)	$0	$0
James N Esserman (Director)	$0	$0
Laura J Esserman (Director)	$0	$0
Lisa E Esserman (Director)	$0	$0
Susan G Esserman (Director)	$0	$0
Charlene Esserman (Director)	$0	$0

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990-PF

Filed on Sept. 14, 2024

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2022

Revenue

$63,850

Expenses

$145,470

Net Income

-$81,620

Net Assets

$1,603,983

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10,046	15.7%
Dividends	$36,399	57.0%
Sales of Assets	$17,570	27.5%
Other Income	-$165

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$122,270	84.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,603,983
Total Liabilities	$0
Net Assets	$1,603,983

Compensation

Key Employees and Officers	Compensation	Other
Estate Of Ron Esserman (Director)	$0	$0
James N Esserman (Director)	$0	$0
Laura J Esserman (Director)	$0	$0
Lisa E Esserman (Director)	$0	$0
Susan G Esserman (Director)	$0	$0
Charlene Esserman (Director)	$0	$0

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990-PF

Filed on July 25, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2021

Revenue

$491,320

Expenses

$115,345

Net Income

$375,975

Net Assets

$1,685,603

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$11,984	2.4%
Dividends	$35,014	7.1%
Sales of Assets	$444,322	90.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$100,500	87.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,685,603
Total Liabilities	$0
Net Assets	$1,685,603

Compensation

Key Employees and Officers	Compensation	Other
Estate Of Ron Esserman (Director)	$0	$0
James N Esserman (Director)	$0	$0
Laura J Esserman (Director)	$0	$0
Lisa E Esserman (Director)	$0	$0
Susan G Esserman (Director)	$0	$0
Charlene Esserman (Director)	$0	$0

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990-PF

Filed on Sept. 8, 2022

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2020

Revenue

$53,511

Expenses

$119,068

Net Income

-$65,557

Net Assets

$1,309,979

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10,405	19.4%
Dividends	$34,858	65.1%
Sales of Assets	$8,248	15.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$100,500	84.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,414,979
Total Liabilities	$105,000
Net Assets	$1,309,979

Compensation

Key Employees and Officers	Compensation	Other
Estate Of Ron Esserman (Director)	$0	$0
James N Esserman (Director)	$0	$0
Laura J Esserman (Director)	$0	$0
Lisa E Esserman (Director)	$0	$0
Susan G Esserman (Director)	$0	$0
Charlene Esserman (Director)	$0	$0

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990-PF

Filed on Sept. 9, 2021

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2019

Revenue

$38,798

Expenses

$100,315

Net Income

-$61,517

Net Assets

$1,374,986

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8,904	22.9%
Dividends	$43,189	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$85,500	85.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,469,986
Total Liabilities	$95,000
Net Assets	$1,374,986

Compensation

Key Employees and Officers	Compensation	Other
Ron Esserman (Director)	$0	$0
James N Esserman (Director)	$0	$0
Laura J Esserman (Director)	$0	$0
Lisa E Esserman (Director)	$0	$0
Susan G Esserman (Director)	$0	$0
Charlene Esserman (Director)	$0	$0

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990-PF

Filed on June 12, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2018

Revenue

$109,458

Expenses

$103,377

Net Income

$6,081

Net Assets

$1,439,667

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8,052	7.4%
Dividends	$42,432	38.8%
Sales of Assets	$58,974	53.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$88,500	85.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,524,667
Total Liabilities	$85,000
Net Assets	$1,439,667

Compensation

Key Employees and Officers	Compensation	Other
Ron Esserman (Director)	$0	$0
James N Esserman (Director)	$0	$0
Laura J Esserman (Director)	$0	$0
Lisa E Esserman (Director)	$0	$0
Susan G Esserman (Director)	$0	$0
Charlene Esserman (Director)	$0	$0

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990-PF

Filed on Aug. 21, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2017

Revenue

$47,046

Expenses

$93,633

Net Income

-$46,587

Net Assets

$1,434,353

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,792	12.3%
Dividends	$38,578	82.0%
Sales of Assets	$2,676	5.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$77,500	82.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,514,153
Total Liabilities	$79,800
Net Assets	$1,434,353

Compensation

Key Employees and Officers	Compensation	Other
Ron Esserman (Director)	$0	$0
James N Esserman (Director)	$0	$0
Laura J Esserman (Director)	$0	$0
Lisa E Esserman (Director)	$0	$0
Susan G Esserman (Director)	$0	$0
Charlene Esserman (Director)	$0	$0

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990-PF

Filed on Jan. 11, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2016

Revenue

$54,408

Expenses

$118,474

Net Income

-$64,066

Net Assets

$1,480,940

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$25,000	45.9%
Interest Revenue	$4,892	9.0%
Dividends	$43,915	80.7%
Sales of Assets	-$19,399
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$100,995	85.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,480,940
Total Liabilities	$0
Net Assets	$1,480,940

Compensation

Key Employees and Officers	Compensation	Other
Ron Esserman (Director)	$0	$0
James N Esserman (Director)	$0	$0
Laura J Esserman (Director)	$0	$0
Lisa E Esserman (Director)	$0	$0
Susan G Esserman (Director)	$0	$0
Charlene Esserman (Director)	$0	$0

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990-PF

Filed on June 20, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2015

Revenue

$116,895

Expenses

$122,459

Net Income

-$5,564

Net Assets

$1,545,914

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$22,200	19.0%
Interest Revenue	$2,130	1.8%
Dividends	$45,876	39.2%
Sales of Assets	$46,689	39.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$105,995	86.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,545,914
Total Liabilities	$0
Net Assets	$1,545,914

Compensation

Key Employees and Officers	Compensation	Other
Ron Esserman (Director)	$0	$0
James N Esserman (Director)	$0	$0
Laura J Esserman (Director)	$0	$0
Lisa E Esserman (Director)	$0	$0
Susan G Esserman (Director)	$0	$0
Charlene Esserman (Director)	$0	$0

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990-PF

Filed on Aug. 18, 2016

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

View Filing

Schedules ▼

PDF XML

PDF (2 of 2)

Fiscal Year Ending Oct.
2014

Revenue

$62,106

Expenses

$108,088

Net Income

-$45,982

Net Assets

$1,551,478

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$9,000	14.5%
Interest Revenue	$1,942	3.1%
Dividends	$61,493	99.0%
Sales of Assets	-$10,329
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$88,000	81.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,551,478
Total Liabilities	$0
Net Assets	$1,551,478

Compensation

Key Employees and Officers	Compensation	Other
Ron Esserman (Director)	$0	$0
James N Esserman (Director)	$0	$0
Laura J Esserman (Director)	$0	$0
Lisa E Esserman (Director)	$0	$0
Susan G Esserman (Director)	$0	$0
Charlene Esserman (Director)	$0	$0

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990-PF

Filed on Jan. 14, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2013

Revenue

$73,785

Expenses

$87,942

Net Income

-$14,157

Net Assets

$1,599,665

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$5,000	6.8%
Interest Revenue	$1,323	1.8%
Dividends	$52,754	71.5%
Sales of Assets	$14,708	19.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$73,750	83.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,599,666
Total Liabilities	$1
Net Assets	$1,599,665

990-PF

Filed on April 3, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2012

Revenue

$146,093

Expenses

$114,602

Net Income

$31,491

Net Assets

$1,610,743

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$90,794	62.1%
Interest Revenue	$2,599	1.8%
Dividends	$54,978	37.6%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$89,000	77.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,610,744
Total Liabilities	$1
Net Assets	$1,610,743

990-PF

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

PDF

Fiscal Year Ending Oct.
2011

Revenue

$248,945

Expenses

$87,407

Net Income

$161,538

Net Assets

$1,579,252

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$60,762	24.4%
Interest Revenue	$4,925	2.0%
Dividends	$33,022	13.3%
Sales of Assets	$150,236	60.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$70,250	80.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,579,253
Total Liabilities	$1
Net Assets	$1,579,252

990-PF

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

PDF

PDF (2 of 2)

Fiscal Year Ending Oct.
2005

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

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.

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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

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Esserman Family Foundation Inc

Organization summary

Organization summary might be incomplete or out of date

Type of Nonprofit

Tax Filings by Year

Fiscal Year Ending Oct. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Oct. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Fiscal Year Ending Oct.
2024

Fiscal Year Ending Oct.
2023

Fiscal Year Ending Oct.
2022

Fiscal Year Ending Oct.
2021

Fiscal Year Ending Oct.
2020

Fiscal Year Ending Oct.
2019

Fiscal Year Ending Oct.
2018

Fiscal Year Ending Oct.
2017

Fiscal Year Ending Oct.
2016

Fiscal Year Ending Oct.
2015

Fiscal Year Ending Oct.
2014

Fiscal Year Ending Oct.
2013

Fiscal Year Ending Oct.
2012

Fiscal Year Ending Oct.
2011

Fiscal Year Ending Oct.
2010

Fiscal Year Ending Oct.
2009

Fiscal Year Ending Oct.
2008

Fiscal Year Ending Oct.
2007

Fiscal Year Ending Oct.
2006

Fiscal Year Ending Oct.
2005