Sherwood Family B P And Marilyn W Foundation

Naples, FL
Tax-exempt since Feb. 1998
EIN: 38-3393640

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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 Grantmaking Foundations (NTEE)

Revenue

$73.6k (2023)

Expenses

$583k (2023)

Total Assets

$0 (2023)

Total Liabilities

$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

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 July
2023

Revenue

$73,610

Expenses

$583,248

Net Income

-$509,638

Net Assets

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,330	7.2%
Sales of Assets	$68,280	92.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$583,248	100%
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
B P Sherwood Iii (Treasurer)	$0	$0
David Sherwood (Director)	$0	$0
Ann Sherwood (Director)	$0	$0
Mark Sherwood (President/Secretary)	$0	$0

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990-PF

Filed on Dec. 14, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$24,057

Expenses

$37,850

Net Income

-$13,793

Net Assets

$512,128

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$16,233	67.5%
Sales of Assets	$7,824	32.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$37,463	99.0%
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	$512,128
Total Liabilities	$0
Net Assets	$512,128

Compensation

Key Employees and Officers	Compensation	Other
Marilyn W Sherwood (President/Secretary)	$0	$0
B P Sherwood Iii (Treasurer)	$0	$0
David Sherwood (Director)	$0	$0
Ann Sherwood (Director)	$0	$0
Mark Sherwood (Director)	$0	$0

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990-PF

Filed on May 12, 2023

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$38,763

Expenses

$25,245

Net Income

$13,518

Net Assets

$530,406

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$725	1.9%
Interest Revenue	$0
Dividends	$13,716	35.4%
Sales of Assets	$24,322	62.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,863	98.5%
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	$530,406
Total Liabilities	$0
Net Assets	$530,406

Compensation

Key Employees and Officers	Compensation	Other
Marilyn W Sherwood (President)	$0	$0
Bp Sherwood Iii (Secretary/Treasurer)	$0	$0

990-PF

Filed on May 16, 2022

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$20,123

Expenses

$30,870

Net Income

-$10,747

Net Assets

$519,643

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$700	3.5%
Interest Revenue	$0
Dividends	$13,650	67.8%
Sales of Assets	$5,773	28.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,500	98.8%
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	$519,644
Total Liabilities	$1
Net Assets	$519,643

Compensation

Key Employees and Officers	Compensation	Other
Marilyn W Sherwood (President)	$0	$0
Bp Sherwood Iii (Secretary/Treasurer)	$0	$0

990-PF

Filed on May 17, 2021

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$29,535

Expenses

$25,645

Net Income

$3,890

Net Assets

$530,440

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$675	2.3%
Interest Revenue	$0
Dividends	$16,364	55.4%
Sales of Assets	$12,496	42.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,307	98.7%
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	$530,441
Total Liabilities	$1
Net Assets	$530,440

Compensation

Key Employees and Officers	Compensation	Other
Marilyn W Sherwood (President)	$0	$0
Bp Sherwood Iii (Secretary/Treasurer)	$0	$0

990-PF

Filed on May 11, 2020

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$31,063

Expenses

$29,646

Net Income

$1,417

Net Assets

$526,695

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,103	42.2%
Sales of Assets	$17,960	57.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,202	85.0%
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	$526,695
Total Liabilities	$0
Net Assets	$526,695

Compensation

Key Employees and Officers	Compensation	Other
Marilyn W Sherwood (President)	$0	$0
Bp Sherwood Iii (Secretary/Treasurer)	$0	$0

990-PF

Filed on May 13, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$243,414

Expenses

$66,886

Net Income

$176,528

Net Assets

$525,310

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$475	0.2%
Interest Revenue	$0
Dividends	$9,153	3.8%
Sales of Assets	$233,786	96.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$65,457	97.9%
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	$525,310
Total Liabilities	$0
Net Assets	$525,310

Compensation

Key Employees and Officers	Compensation	Other
Marilyn W Sherwood (President)	$0	$0
Bp Sherwood Iii (Secretary/Treasurer)	$0	$0

990-PF

Filed on May 3, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$36,721

Expenses

$30,469

Net Income

$6,252

Net Assets

$348,754

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,349	39.1%
Sales of Assets	$22,372	60.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$29,849	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	$348,754
Total Liabilities	$0
Net Assets	$348,754

Compensation

Key Employees and Officers	Compensation	Other
Marilyn W Sherwood (President)	$0	$0
Bp Sherwood Iii (Secretary/Treasurer)	$0	$0

990-PF

Filed on May 10, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$43,111

Expenses

$54,759

Net Income

-$11,648

Net Assets

$342,468

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,627	31.6%
Sales of Assets	$29,484	68.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$53,580	97.8%
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	$342,468
Total Liabilities	$0
Net Assets	$342,468

Compensation

Key Employees and Officers	Compensation	Other
Marilyn W Sherwood (President)	$0	$0
Bp Sherwood Iii (Secretary/Treasurer)	$0	$0

990-PF

Filed on May 16, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$42,223

Expenses

$27,215

Net Income

$15,008

Net Assets

$354,144

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$11,313	26.8%
Interest Revenue	$0
Dividends	$14,081	33.3%
Sales of Assets	$16,829	39.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,825	98.6%
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	$354,144
Total Liabilities	$0
Net Assets	$354,144

Compensation

Key Employees and Officers	Compensation	Other
Marilyn W Sherwood (President)	$0	$0
Bp Sherwood Iii (Secretary/Treasurer)	$0	$0

990-PF

Filed on May 7, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$21,924

Expenses

$30,522

Net Income

-$8,598

Net Assets

$339,432

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,021	54.8%
Sales of Assets	$9,903	45.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,145	98.8%
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	$339,432
Total Liabilities	$0
Net Assets	$339,432

Compensation

Key Employees and Officers	Compensation	Other
Marilyn W Sherwood (President)	$0	$0
Bp Sherwood Iii (Secretary/Treasurer)	$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

$22,115

Expenses

$31,430

Net Income

-$9,315

Net Assets

$348,030

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$11,526	52.1%
Interest Revenue	$0
Dividends	$8,786	39.7%
Sales of Assets	$1,803	8.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$31,002	98.6%
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	$348,030
Total Liabilities	$0
Net Assets	$348,030

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$9,233

Expenses

$25,740

Net Income

-$16,507

Net Assets

$357,347

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,233	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,315	98.3%
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	$357,347
Total Liabilities	$0
Net Assets	$357,347

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.

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Updated March 23, 2026

Sherwood Family B P And Marilyn W Foundation

Organization summary

Organization summary might be incomplete or out of date

Type of Nonprofit

Summary charts: organization finances over time

Revenue $73.6k (2023)

Expenses $583k (2023)

Total Assets $0 (2023)

Total Liabilities $0 (2023)

Tax Filings by Year

Fiscal Year Ending July 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

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

Revenue

$73.6k (2023)

Expenses

$583k (2023)

Total Assets

$0 (2023)

Total Liabilities

$0 (2023)

Fiscal Year Ending July
2023

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

Fiscal Year Ending Dec.
2001