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S Willard Coleman Est Nhc Swc Fd 210177 A

Organization summary

Type of Nonprofit

Designated as a 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)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$366k (2024)

Expenses
$344k (2024)

Total Assets
$4.24M (2024)

Total Liabilities
$0 (2024)

Years with missing data
Source: Form 990 tax filings from 2011 to 2024

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

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$365,793
Expenses
$343,986
Net Income
$21,807
Net Assets
$4,243,325
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $117,816
32.2%
Sales of Assets $247,754
67.7%
Other Income $223
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $250,596
72.9%
Compensation of Officers* $116,444
33.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,243,325
Total Liabilities $0
Net Assets $4,243,325
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $72,776 $0
Christopher Falcon Esq (Co Trustee) $14,556 $0
Sandra Brown Sherman (Co Trustee) $14,556 $0
Jane E Sambol (Co Trustee) $14,556 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$172,312
Expenses
$371,911
Net Income
-$199,599
Net Assets
$4,227,040
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $112,078
65.0%
Sales of Assets $59,977
34.8%
Other Income $257
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $271,890
73.1%
Compensation of Officers* $107,007
28.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,227,040
Total Liabilities $0
Net Assets $4,227,040
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $66,879 $0
Christopher Falcon Esq (Co Trustee) $13,376 $0
Sandra Brown Sherman (Co Trustee) $13,376 $0
Jane E Sambol (Co Trustee) $13,376 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$218,947
Expenses
$425,452
Net Income
-$206,505
Net Assets
$4,427,373
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $142,992
65.3%
Sales of Assets $75,284
34.4%
Other Income $671
0.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $309,651
72.8%
Compensation of Officers* $118,202
27.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,427,373
Total Liabilities $0
Net Assets $4,427,373
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $69,794 $0
Jane E Sambol (Co Trustee) $20,490 $0
Christopher Falcon Esq (Co Trustee) $13,959 $0
Sandra Brown Sherman (Co Trustee) $13,959 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$308,923
Expenses
$410,424
Net Income
-$101,501
Net Assets
$4,632,125
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $115,467
37.4%
Sales of Assets $193,285
62.6%
Other Income $171
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $336,316
81.9%
Compensation of Officers* $110,784
27.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,632,125
Total Liabilities $0
Net Assets $4,632,125
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $76,492 $0
Christopher Falcon Esq (Co Trustee) $15,298 $0
Sandra Brown Sherman (Co Trustee) $15,298 $0
Thomas D Alvarex (Co Trustee) $3,696 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$56,171
Expenses
$411,444
Net Income
-$355,273
Net Assets
$4,734,185
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $101,808
> 100%
Sales of Assets $0
Other Income $3,869
6.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $341,826
83.1%
Compensation of Officers* $110,100
26.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,734,186
Total Liabilities $1
Net Assets $4,734,185
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $68,814 $0
Christopher Falcon Esq (Co Trustee) $13,762 $0
Sandra Brown Sherman (Co Trustee) $13,762 $0
Thomas D Alvarex (Co Trustee) $13,762 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$240,622
Expenses
$511,285
Net Income
-$270,663
Net Assets
$5,083,348
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $140,390
58.3%
Sales of Assets $96,288
40.0%
Other Income $3,944
1.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $439,756
86.0%
Compensation of Officers* $112,166
21.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,083,348
Total Liabilities $0
Net Assets $5,083,348

Document Links

Fiscal Year Ending Dec.
2018

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2017

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$148,103
Expenses
$410,003
Net Income
-$261,900
Net Assets
$5,355,090
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $45
0.0%
Dividends $127,602
86.2%
Sales of Assets $20,456
13.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $339,394
82.8%
Compensation of Officers* $108,637
26.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,355,090
Total Liabilities $0
Net Assets $5,355,090
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank Na (Co Trustee) $67,870 $0
Christopher H Falcon Esq (Co Trustee) $13,589 $0
Sandra Brown Sherman (Co Trustee) $13,589 $0
Thomas D Alvarez (Co Trustee) $13,589 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$447,002
Expenses
$416,895
Net Income
$30,107
Net Assets
$5,619,462
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $22
0.0%
Dividends $112,936
25.3%
Sales of Assets $330,458
73.9%
Other Income $3,586
0.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $341,511
81.9%
Compensation of Officers* $114,570
27.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,619,462
Total Liabilities $0
Net Assets $5,619,462
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank Na (Co Trustee) $71,899 $0
Christopher H Falcon Esq (Co Trustee) $14,224 $0
Sandra Brown Sherman (Co Trustee) $14,224 $0
Thomas D Alvarez (Co Trustee) $14,223 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$563,133
Expenses
$366,624
Net Income
$196,509
Net Assets
$5,579,482
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $13
0.0%
Dividends $129,339
23.0%
Sales of Assets $430,344
76.4%
Other Income $3,437
0.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $300,458
82.0%
Compensation of Officers* $118,008
32.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,579,482
Total Liabilities $0
Net Assets $5,579,482
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank Na (Co Trustee) $73,755 $0
Christopher H Falcon Esq (Co Trustee) $14,751 $0
Sandra Brown Sherman (Co Trustee) $14,751 $0
Thomas D Alvarez (Co Trustee) $14,751 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$356,594
Expenses
$281,827
Net Income
$74,767
Net Assets
$5,399,167
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $11
0.0%
Dividends $119,352
33.5%
Sales of Assets $233,938
65.6%
Other Income $3,293
0.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $221,177
78.5%
Compensation of Officers* $113,275
40.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,399,167
Total Liabilities $0
Net Assets $5,399,167
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank Na (Co Trustee) $70,797 $0
Thomas D Alvarez (Co Trustee) $14,160 $0
Christopher H Falcon Esq (Co Trustee) $14,159 $0
Sandra Brown Sherman (Co Trustee) $14,159 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$257,499
Expenses
$266,465
Net Income
-$8,966
Net Assets
$5,285,545
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $27
0.0%
Dividends $120,065
46.6%
Sales of Assets $137,407
53.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $207,029
77.7%
Compensation of Officers* $105,569
39.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,285,546
Total Liabilities $1
Net Assets $5,285,545

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$411,617
Expenses
$378,192
Net Income
$33,425
Net Assets
$5,312,482
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $94
0.0%
Dividends $189,936
46.1%
Sales of Assets $221,587
53.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $330,894
87.5%
Compensation of Officers* $88,562
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 $5,312,482
Total Liabilities $0
Net Assets $5,312,482

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

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

Document Links

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 »

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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.
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  • 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.

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