Sheryl Lee Osborne Foundation

Poway, CA
Tax exemption issued: March 2026
EIN: 33-0941303

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 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. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Organizations with gross receipts of less than $50,000 can file the form 990-N postcard filing, which doesn’t include financial details. All Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2021

Revenue

$206,248

Expenses

$130,423

Net Income

$75,825

Net Assets

$1,621,832

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$33,069	16.0%
Sales of Assets	$173,179	84.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$55,000	42.2%
Compensation of Officers*	$52,380	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	$1,621,832
Total Liabilities	$0
Net Assets	$1,621,832

Compensation

Key Employees and Officers	Compensation	Other
Heather Osborne (Director)	$52,380	$0
Patricia S Levin (Director)	$0	$0
Michelle Royce (Director)	$0	$0

990-PF

Filed on June 7, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$85,518

Expenses

$148,761

Net Income

-$63,243

Net Assets

$1,546,006

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$34,501	40.3%
Sales of Assets	$51,017	59.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$75,000	50.4%
Compensation of Officers*	$52,380	35.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,546,007
Total Liabilities	$1
Net Assets	$1,546,006

Compensation

Key Employees and Officers	Compensation	Other
Heather Osborne (Director)	$52,380	$0
Patricia S Levin (Director)	$0	$0
Michelle Royce (Director)	$0	$0

990-PF

Filed on Oct. 20, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

-$6,564

Expenses

$74,635

Net Income

-$81,199

Net Assets

$1,609,249

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$39,335
Sales of Assets	$0
Other Income	$182

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$52,380	70.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,609,250
Total Liabilities	$1
Net Assets	$1,609,249

Compensation

Key Employees and Officers	Compensation	Other
Heather Osborne (Director)	$52,380	$0
Patricia S Levin (Director)	$0	$0
Michelle Royce (Director)	$0	$0

990-PF

Filed on Oct. 22, 2020

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2018

Revenue

$264,286

Expenses

$150,100

Net Income

$114,186

Net Assets

$1,689,887

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$38,770	14.7%
Sales of Assets	$225,089	85.2%
Other Income	$427	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$81,000	54.0%
Compensation of Officers*	$40,095	26.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,689,887
Total Liabilities	$0
Net Assets	$1,689,887

Compensation

Key Employees and Officers	Compensation	Other
Heather Osborne (Director)	$40,095	$0
Patricia S Levin (Director)	$0	$0
Michelle Royce (Director)	$0	$0

990-PF

Filed on Oct. 25, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$63,950

Expenses

$121,310

Net Income

-$57,360

Net Assets

$1,825,475

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,558	10.3%
Dividends	$27,280	42.7%
Sales of Assets	$29,981	46.9%
Other Income	$131	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$57,603	47.5%
Compensation of Officers*	$36,000	29.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,825,475
Total Liabilities	$0
Net Assets	$1,825,475

Compensation

Key Employees and Officers	Compensation	Other
Heather Osborne (Director)	$36,000	$0
Patricia S Levin (Director)	$0	$0
Michelle Royce (Director)	$0	$0

990-PF

Filed on Oct. 22, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$1,533,567

Expenses

$95,986

Net Income

$1,437,581

Net Assets

$1,700,611

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,000	0.1%
Interest Revenue	$5,034	0.3%
Dividends	$14,130	0.9%
Sales of Assets	$8,147	0.5%
Other Income	$1,505,256	98.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$51,582	53.7%
Compensation of Officers*	$17,402	18.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,700,611
Total Liabilities	$0
Net Assets	$1,700,611

Compensation

Key Employees and Officers	Compensation	Other
Heather Osborne (Director)	$17,402	$0
Patricia S Levin (Director)	$0	$0

990-PF

Filed on Oct. 11, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$21,871

Expenses

$74,187

Net Income

-$52,316

Net Assets

$208,924

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,742	8.0%
Dividends	$3,473	15.9%
Sales of Assets	$16,656	76.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,000	40.4%
Compensation of Officers*	$9,000	12.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$208,924
Total Liabilities	$0
Net Assets	$208,924

Compensation

Key Employees and Officers	Compensation	Other
Heather Osborne (Director)	$6,000	$0
Margery B Donahue (Cfo)	$0	$0

990-PF

Filed on Oct. 6, 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 Dec.
2014

Revenue

$38,866

Expenses

$101,597

Net Income

-$62,731

Net Assets

$261,240

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,223	10.9%
Dividends	$4,250	10.9%
Sales of Assets	$30,393	78.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$97,372	95.8%
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	$261,240
Total Liabilities	$0
Net Assets	$261,240

Compensation

Key Employees and Officers	Compensation	Other
Sheryl Osborne (Director)	$0	$0
Heather Osborne (Director)	$0	$0
Margery B Donahue (Vice President)	$0	$0

990-PF

Filed on Nov. 12, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$34,549

Expenses

$66,308

Net Income

-$31,759

Net Assets

$291,261

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,644	13.4%
Dividends	$4,801	13.9%
Sales of Assets	$25,104	72.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$62,170	93.8%
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	$291,261
Total Liabilities	$0
Net Assets	$291,261

Compensation

Key Employees and Officers	Compensation	Other
Sheryl Osborne (Director)	$0	$0
Heather Osborne (Director)	$0	$0
Margery B Donahue (Vice President)	$0	$0

990-PF

Filed on June 5, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$35,301

Expenses

$75,408

Net Income

-$40,107

Net Assets

$322,744

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$14,994	42.5%
Dividends	$0
Sales of Assets	$20,307	57.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$69,492	92.2%
Compensation of Officers*	$15,000	19.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$322,744
Total Liabilities	$0
Net Assets	$322,744

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$55,129

Expenses

$77,681

Net Income

-$22,552

Net Assets

$404,971

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$16,736	30.4%
Sales of Assets	$38,393	69.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$71,638	92.2%
Compensation of Officers*	$12,000	15.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$404,972
Total Liabilities	$1
Net Assets	$404,971

990-PF

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

PDF

Fiscal Year Ending Dec.
2010

Revenue

$31,200

Expenses

$81,829

Net Income

-$50,629

Net Assets

$427,524

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$19,144	61.4%
Sales of Assets	$12,056	38.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$75,872	92.7%
Compensation of Officers*	$9,000	11.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$427,524
Total Liabilities	$0
Net Assets	$427,524

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-PF

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

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2006

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.
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

PDF (2 of 2)

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-PF

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

PDF

Fiscal Year Ending Dec.
2003

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

PDF (2 of 2)

Fiscal Year Ending Dec.
2002

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

PDF (2 of 2)

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

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 financial information from tax returns processed by the IRS since the 2012 calendar years, as well as data extracted from digital filings. IRS summary data also includes limited 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 for 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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Most organizations that have been recognized as tax exempt by the IRS have to file the 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 the 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," which does not contain financial details. Churches are not required to file Form 990.

Nonprofit Explorer has organizations that are claiming tax exemption in any of the 27 subsections of the 501(c) section of the tax code. Taxable trusts and private foundations that are required to file a form 990PF are also included.

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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Raw filing data. Includes Employer Identification Numbers 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.
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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Updated October 22, 2026

Sheryl Lee Osborne Foundation

Organization summary

Type of Nonprofit

Tax Filings by Year

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

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2009

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2008

No Extracted Financial Data

Document Links

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

Fiscal Year Ending Dec.
2001