Shermon C Burgess Foundation Inc

Jacksonville, FL
Tax-exempt since Jan. 2001
EIN: 59-3680441

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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 / Corporate Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$36.8k (2024)

Expenses

$30.6k (2024)

Total Assets

$181k (2024)

Total Liabilities

$0 (2024)

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

Revenue

$36,795

Expenses

$30,643

Net Income

$6,152

Net Assets

$180,705

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$30,000	81.5%
Interest Revenue	$6,795	18.5%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,000	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	$180,705
Total Liabilities	$0
Net Assets	$180,705

Compensation

Key Employees and Officers	Compensation	Other
Shermon C Burgess (Incorporator)	$0	$0

990-PF

Filed on March 10, 2025

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$39,566

Expenses

$30,497

Net Income

$9,069

Net Assets

$174,553

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$35,000	88.5%
Interest Revenue	$4,566	11.5%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,000	98.4%
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	$174,553
Total Liabilities	$0
Net Assets	$174,553

Compensation

Key Employees and Officers	Compensation	Other
Shermon C Burgess (Incorporator)	$0	$0

990-PF

Filed on March 11, 2024

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$20,654

Expenses

$20,534

Net Income

$120

Net Assets

$165,484

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$20,000	96.8%
Interest Revenue	$654	3.2%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,000	97.4%
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	$165,484
Total Liabilities	$0
Net Assets	$165,484

Compensation

Key Employees and Officers	Compensation	Other
Shermon C Burgess (Incorporator)	$0	$0

990-PF

Filed on March 10, 2023

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$25,945

Expenses

$23,269

Net Income

$2,676

Net Assets

$164,014

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$25,000	96.4%
Interest Revenue	$945	3.6%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,200	95.4%
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	$164,014
Total Liabilities	$0
Net Assets	$164,014

Compensation

Key Employees and Officers	Compensation	Other
Shermon C Burgess (Incorporator)	$0	$0

990-PF

Filed on March 23, 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

$14,099

Expenses

$10,515

Net Income

$3,584

Net Assets

$161,337

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$10,000	70.9%
Interest Revenue	$4,099	29.1%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,000	95.1%
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	$161,338
Total Liabilities	$1
Net Assets	$161,337

Compensation

Key Employees and Officers	Compensation	Other
Shermon C Burgess (Incorporator)	$0	$0

990-PF

Filed on March 29, 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

$3,931

Expenses

$9,159

Net Income

-$5,228

Net Assets

$157,753

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,931	100%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,725	95.3%
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	$157,754
Total Liabilities	$1
Net Assets	$157,753

Compensation

Key Employees and Officers	Compensation	Other
Shermon C Burgess (Incorporator)	$0	$0

990-PF

Filed on April 13, 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

$17,299

Expenses

$11,936

Net Income

$5,363

Net Assets

$162,982

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,299	13.3%
Dividends	$0
Sales of Assets	$0
Other Income	$15,000	86.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$11,500	96.3%
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	$162,982
Total Liabilities	$0
Net Assets	$162,982

Compensation

Key Employees and Officers	Compensation	Other
Shermon C Burgess (Incorporator)	$0	$0

990-PF

Filed on April 11, 2019

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$12,462

Expenses

$13,922

Net Income

-$1,460

Net Assets

$157,619

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$10,000	80.2%
Interest Revenue	$2,462	19.8%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,500	97.0%
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	$157,619
Total Liabilities	$0
Net Assets	$157,619

Compensation

Key Employees and Officers	Compensation	Other
Shermon C Burgess (Incorporator)	$0	$0

990-PF

Filed on April 13, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$31,585

Expenses

$30,925

Net Income

$660

Net Assets

$159,079

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$30,472	96.5%
Interest Revenue	$1,113	3.5%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,500	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	$159,079
Total Liabilities	$0
Net Assets	$159,079

Compensation

Key Employees and Officers	Compensation	Other
Shermon C Burgess (Incorporator)	$0	$0

990-PF

Filed on April 17, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$30,202

Expenses

$23,773

Net Income

$6,429

Net Assets

$158,419

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$28,850	95.5%
Interest Revenue	$1,352	4.5%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,500	98.9%
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	$158,419
Total Liabilities	$0
Net Assets	$158,419

Compensation

Key Employees and Officers	Compensation	Other
Shermon C Burgess (Incorporator)	$0	$0

990-PF

Filed on April 14, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$29,158

Expenses

$30,272

Net Income

-$1,114

Net Assets

$153,819

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$28,000	96.0%
Interest Revenue	$1,158	4.0%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$29,900	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	$153,819
Total Liabilities	$0
Net Assets	$153,819

Compensation

Key Employees and Officers	Compensation	Other
Shermon C Burgess (Incorporator)	$0	$0

990-PF

Filed on Feb. 18, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$27,987

Expenses

$28,410

Net Income

-$423

Net Assets

$154,933

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$26,841	95.9%
Interest Revenue	$1,146	4.1%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$28,000	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	$154,933
Total Liabilities	$0
Net Assets	$154,933

Compensation

Key Employees and Officers	Compensation	Other
Shermon C Burgess (Incorporator)	$0	$0

990-PF

Filed on March 13, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$22,402

Expenses

$18,722

Net Income

$3,680

Net Assets

$155,356

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$20,000	89.3%
Interest Revenue	$2,402	10.7%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,275	97.6%
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	$155,356
Total Liabilities	$0
Net Assets	$155,356

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$22,537

Expenses

$16,693

Net Income

$5,844

Net Assets

$151,675

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$20,000	88.7%
Interest Revenue	$2,537	11.3%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,100	96.4%
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	$151,676
Total Liabilities	$1
Net Assets	$151,675

990-PF

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

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

PDF

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Shermon C Burgess Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $36.8k (2024)

Expenses $30.6k (2024)

Total Assets $181k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 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

Revenue

$36.8k (2024)

Expenses

$30.6k (2024)

Total Assets

$181k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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2015

Fiscal Year Ending Dec.
2014

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2013

Fiscal Year Ending Dec.
2012

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2011

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