James L Sherman Foundation

Kettering, OH
Tax-exempt since Feb. 2002
EIN: 30-0002552

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 Dec.
2022

Revenue

$421

Expenses

$643

Net Income

-$222

Net Assets

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$421	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
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
Roy W Begley Jr (President And Treasurer)	$0	$0

990-PF

Filed on Feb. 27, 2023

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

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Schedules ▼

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Fiscal Year Ending Dec.
2021

Revenue

$73,090

Expenses

$1,149,014

Net Income

-$1,075,924

Net Assets

$636

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,210	4.4%
Dividends	$36,342	49.7%
Sales of Assets	$33,538	45.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,125,672	98.0%
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	$636
Total Liabilities	$0
Net Assets	$636

Compensation

Key Employees and Officers	Compensation	Other
Roy W Begley Jr (President And Treasurer)	$0	$0

990-PF

Filed on Nov. 11, 2022

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$35,767

Expenses

$92,328

Net Income

-$56,561

Net Assets

$1,076,990

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,192	11.7%
Dividends	$31,550	88.2%
Sales of Assets	$25	0.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$71,650	77.6%
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	$1,076,991
Total Liabilities	$1
Net Assets	$1,076,990

Compensation

Key Employees and Officers	Compensation	Other
Roy W Begley Jr (President And Treasurer)	$0	$0

990-PF

Filed on Nov. 15, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$59,923

Expenses

$66,444

Net Income

-$6,521

Net Assets

$1,133,653

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8,045	13.4%
Dividends	$31,183	52.0%
Sales of Assets	$20,695	34.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$45,000	67.7%
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	$1,133,654
Total Liabilities	$1
Net Assets	$1,133,653

Compensation

Key Employees and Officers	Compensation	Other
James L Sherman (President And Treasurer)	$0	$0
David A Storer (Director)	$0	$0
Roy W Begley Jr (Director)	$0	$0

990-PF

Filed on Feb. 25, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$58,536

Expenses

$113,889

Net Income

-$55,353

Net Assets

$1,140,191

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,917	11.8%
Dividends	$42,265	72.2%
Sales of Assets	$9,354	16.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$90,000	79.0%
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	$1,140,191
Total Liabilities	$0
Net Assets	$1,140,191

Compensation

Key Employees and Officers	Compensation	Other
James L Sherman (President And Treasurer)	$0	$0
David A Storer (Director)	$0	$0
Roy W Begley Jr (Director)	$0	$0

990-PF

Filed on Nov. 8, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$161,108

Expenses

$247,871

Net Income

-$86,763

Net Assets

$1,195,497

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,041	3.7%
Dividends	$28,382	17.6%
Sales of Assets	$126,685	78.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$226,200	91.3%
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	$1,195,497
Total Liabilities	$0
Net Assets	$1,195,497

Compensation

Key Employees and Officers	Compensation	Other
James L Sherman (President And Treasurer)	$0	$0
David A Storer (Director)	$0	$0
Roy W Begley Jr (Director)	$0	$0

990-PF

Filed on May 29, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$42,721

Expenses

$20,588

Net Income

$22,133

Net Assets

$1,282,290

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,197	14.5%
Dividends	$28,547	66.8%
Sales of Assets	$7,977	18.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
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	$1,282,290
Total Liabilities	$0
Net Assets	$1,282,290

Compensation

Key Employees and Officers	Compensation	Other
James L Sherman (President And Treasurer)	$0	$0
David A Storer (Director)	$0	$0
Roy W Begley Jr (Director)	$0	$0

990-PF

Filed on Feb. 14, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$45,575

Expenses

$106,420

Net Income

-$60,845

Net Assets

$1,260,272

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,158	13.5%
Dividends	$31,677	69.5%
Sales of Assets	$7,740	17.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$85,000	79.9%
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	$1,260,272
Total Liabilities	$0
Net Assets	$1,260,272

Compensation

Key Employees and Officers	Compensation	Other
James L Sherman (President And Treasurer)	$0	$0
David A Storer (Director)	$0	$0
Roy W Begley Jr (Director)	$0	$0

990-PF

Filed on March 3, 2016

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$84,831

Expenses

$117,072

Net Income

-$32,241

Net Assets

$1,323,398

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9,218	10.9%
Dividends	$32,503	38.3%
Sales of Assets	$43,110	50.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$85,000	72.6%
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	$1,323,398
Total Liabilities	$0
Net Assets	$1,323,398

Compensation

Key Employees and Officers	Compensation	Other
James L Sherman (President And Treasurer)	$0	$0
David A Storer (Director)	$0	$0
Roy W Begley Jr (Director)	$0	$0

990-PF

Filed on March 3, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$493,284

Expenses

$98,354

Net Income

$394,930

Net Assets

$1,352,298

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,275	0.3%
Dividends	$32,921	6.7%
Sales of Assets	$459,088	93.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$77,000	78.3%
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	$1,352,298
Total Liabilities	$0
Net Assets	$1,352,298

Compensation

Key Employees and Officers	Compensation	Other
James L Sherman (President And Treasurer)	$0	$0
David A Storer (Director)	$0	$0
Roy W Begley Jr (Director)	$0	$0

990-PF

Filed on May 14, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$71,977

Expenses

$95,870

Net Income

-$23,893

Net Assets

$1,014,483

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7,113	9.9%
Dividends	$39,662	55.1%
Sales of Assets	$25,202	35.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$75,000	78.2%
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	$1,014,484
Total Liabilities	$1
Net Assets	$1,014,483

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$80,889

Expenses

$96,448

Net Income

-$15,559

Net Assets

$1,040,707

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8,144	10.1%
Dividends	$28,342	35.0%
Sales of Assets	$44,403	54.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$75,000	77.8%
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	$1,040,708
Total Liabilities	$1
Net Assets	$1,040,707

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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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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James L Sherman Foundation

Organization summary

Organization summary might be incomplete or out of date

Type of Nonprofit

Tax Filings by Year

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

Compensation

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. 2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2010

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2009

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.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002