Wm H & Clara L Herman Charitable Tr

  • Dallas, TX
  • Tax-exempt since June 2013
  • EIN: 30-6311067

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 Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

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
$67,154
Expenses
$36,786
Net Income
$30,368
Net Assets
$676,311
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $18,694
27.8%
Sales of Assets $48,460
72.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $33,780
91.8%
Compensation of Officers* $1,584
4.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $676,311
Total Liabilities $0
Net Assets $676,311
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $1,584 $0

Document Links

990-PF
Filed on March 27, 2025

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$12,177
Expenses
$37,049
Net Income
-$24,872
Net Assets
$646,629
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $16,641
> 100%
Sales of Assets -$6,031
Other Income $1,567
12.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $34,535
93.2%
Compensation of Officers* $1,481
4.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $646,629
Total Liabilities $0
Net Assets $646,629
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $1,481 $0

Document Links

990-PF
Filed on April 16, 2024

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$20,346
Expenses
$42,920
Net Income
-$63,266
Net Assets
$671,725
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $13,164
Sales of Assets -$33,510
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $37,182
86.6%
Compensation of Officers* $1,392
3.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $671,725
Total Liabilities $0
Net Assets $671,725
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $1,392 $0

Document Links

990-PF
Filed on May 2, 2023

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$137,438
Expenses
$38,999
Net Income
$98,439
Net Assets
$735,015
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $13,812
10.0%
Sales of Assets $123,626
90.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $35,297
90.5%
Compensation of Officers* $1,367
3.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $735,015
Total Liabilities $0
Net Assets $735,015
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $1,367 $0

Document Links

990-PF
Filed on April 6, 2022

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$35,261
Expenses
$32,097
Net Income
$3,164
Net Assets
$635,850
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $11,136
31.6%
Sales of Assets $23,175
65.7%
Other Income $950
2.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $30,306
94.4%
Compensation of Officers* $1,290
4.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $635,851
Total Liabilities $1
Net Assets $635,850
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $1,290 $0

Document Links

990-PF
Filed on March 26, 2021

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$20,720
Expenses
$35,645
Net Income
-$14,925
Net Assets
$632,689
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $14,790
71.4%
Sales of Assets $5,930
28.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $30,573
85.8%
Compensation of Officers* $1,348
3.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $632,690
Total Liabilities $1
Net Assets $632,689
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $1,348 $0

Document Links

990-PF
Filed on April 23, 2020

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$96,621
Expenses
$34,781
Net Income
$61,840
Net Assets
$653,029
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $13,185
13.6%
Sales of Assets $83,436
86.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $32,453
93.3%
Compensation of Officers* $1,319
3.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $653,029
Total Liabilities $0
Net Assets $653,029
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $1,319 $0

Document Links

990-PF
Filed on April 29, 2019

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$32,874
Expenses
$32,396
Net Income
$478
Net Assets
$591,002
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $15,773
48.0%
Sales of Assets $17,009
51.7%
Other Income $92
0.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $30,856
95.2%
Compensation of Officers* $1,057
3.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $591,002
Total Liabilities $0
Net Assets $591,002
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $1,057 $0

Document Links

990-PF
Filed on April 19, 2018

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$12,584
Expenses
$33,277
Net Income
-$20,693
Net Assets
$592,021
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $13,766
> 100%
Sales of Assets -$1,182
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $32,118
96.5%
Compensation of Officers* $916
2.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $592,021
Total Liabilities $0
Net Assets $592,021
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $916 $0

Document Links

990-PF
Filed on March 31, 2017

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$34,319
Expenses
$33,027
Net Income
$1,292
Net Assets
$613,419
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $16,773
48.9%
Sales of Assets $17,546
51.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $31,508
95.4%
Compensation of Officers* $848
2.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $613,419
Total Liabilities $0
Net Assets $613,419

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$62,450
Expenses
$31,850
Net Income
$30,600
Net Assets
$609,984
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $17,272
27.7%
Sales of Assets $42,620
68.2%
Other Income $2,558
4.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $29,765
93.5%
Compensation of Officers* $1,350
4.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $609,984
Total Liabilities $0
Net Assets $609,984

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$61,362
Expenses
$40,032
Net Income
$21,330
Net Assets
$578,642
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $23,555
38.4%
Sales of Assets $35,486
57.8%
Other Income $2,321
3.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $38,015
95.0%
Compensation of Officers* $1,374
3.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $578,642
Total Liabilities $0
Net Assets $578,642

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$28,808
Expenses
$3,083
Net Income
$25,725
Net Assets
$557,177
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $20,028
69.5%
Sales of Assets $8,110
28.2%
Other Income $670
2.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,870
60.7%
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 $557,177
Total Liabilities $0
Net Assets $557,177

No Document Links

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending Dec.
2011

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

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.

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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  • 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.

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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.

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