Mary E P Sherman Tr U/W

Dallas, TX
Tax-exempt since Dec. 1970
EIN: 06-6029611

Type of Nonprofit

Designated as a 4947(a)(1) Non-exempt charitable trusts.

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 June
2025

Revenue

$7,295

Expenses

$11,680

Net Income

-$4,385

Net Assets

$156,969

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,233	58.0%
Sales of Assets	$3,062	42.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,969	76.8%
Compensation of Officers*	$2,930	25.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$156,969
Total Liabilities	$0
Net Assets	$156,969

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Co Trustee)	$2,930	$0
Diocesan House (Co Trustee)	$0	$0
Jackie Jamsheed (Co Trustee)	$0	$0

990-PF

Filed on Sept. 23, 2025

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

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Schedules ▼

XML

Fiscal Year Ending June
2024

Revenue

$11,164

Expenses

$12,965

Net Income

-$1,801

Net Assets

$161,043

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,195	37.6%
Sales of Assets	$6,969	62.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,385	80.1%
Compensation of Officers*	$2,771	21.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$161,043
Total Liabilities	$0
Net Assets	$161,043

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Co Trustee)	$2,771	$0
Diocesan House (Co Trustee)	$0	$0
Jackie Jamsheed (Co Trustee)	$0	$0

990-PF

Filed on Sept. 25, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending June
2023

Revenue

$6,605

Expenses

$14,394

Net Income

-$7,789

Net Assets

$161,882

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,736	56.6%
Sales of Assets	$2,869	43.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,002	83.4%
Compensation of Officers*	$2,618	18.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$161,882
Total Liabilities	$0
Net Assets	$161,882

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Co Trustee)	$2,618	$0
Diocesan House (Co Trustee)	$0	$0
Jackie Jamsheed (Co Trustee)	$0	$0

990-PF

Filed on Sept. 29, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2022

Revenue

$13,994

Expenses

$15,209

Net Income

-$1,215

Net Assets

$169,375

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,688	26.4%
Sales of Assets	$10,306	73.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,390	81.5%
Compensation of Officers*	$3,226	21.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$169,375
Total Liabilities	$0
Net Assets	$169,375

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Co Trustee)	$3,226	$0
Diocesan House (Co Trustee)	$0	$0
Jackie Jamsheed (Co Trustee)	$0	$0

990-PF

Filed on Sept. 30, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending June
2021

Revenue

$17,633

Expenses

$11,126

Net Income

$6,507

Net Assets

$170,635

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,374	19.1%
Sales of Assets	$14,259	80.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,032	72.2%
Compensation of Officers*	$2,848	25.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$170,636
Total Liabilities	$1
Net Assets	$170,635

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Co Trustee)	$2,848	$0
Diocesan House (Co Trustee)	$0	$0
Jackie Jamsheed (Co Trustee)	$0	$0

990-PF

Filed on Oct. 19, 2021

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2020

Revenue

$18,756

Expenses

$10,933

Net Income

$7,823

Net Assets

$164,801

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,103	21.9%
Sales of Assets	$14,653	78.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,632	79.0%
Compensation of Officers*	$2,509	22.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$164,802
Total Liabilities	$1
Net Assets	$164,801

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Co Trustee)	$2,509	$0
Diocesan House (Co Trustee)	$0	$0
Jackie Jamsheed (Co Trustee)	$0	$0

990-PF

Filed on Sept. 16, 2020

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

View Filing

Schedules ▼

XML

Fiscal Year Ending June
2019

Revenue

$7,461

Expenses

$9,997

Net Income

-$2,536

Net Assets

$156,365

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,725	49.9%
Sales of Assets	$3,736	50.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,523	75.3%
Compensation of Officers*	$2,417	24.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$156,365
Total Liabilities	$0
Net Assets	$156,365

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Co Trustee)	$2,417	$0
Diocesan House (Co Trustee)	$0	$0
Jackie Jamsheed (Co Trustee)	$0	$0

990-PF

Filed on Aug. 29, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2018

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 June
2017

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 June
2016

Revenue

-$2,632

Expenses

$9,452

Net Income

-$12,084

Net Assets

$159,651

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,901
Sales of Assets	-$6,533
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,942	84.0%
Compensation of Officers*	$2,175	23.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$159,651
Total Liabilities	$0
Net Assets	$159,651

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Co Trustee)	$2,175	$0
Diocesan House (Co Trustee)	$0	$0
Jackie Jamsheed (Co Trustee)	$0	$0

990-PF

Filed on Oct. 3, 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 June
2015

Revenue

$14,714

Expenses

$10,703

Net Income

$4,011

Net Assets

$172,401

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,499	23.8%
Sales of Assets	$11,215	76.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,920	83.3%
Compensation of Officers*	$2,427	22.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$172,401
Total Liabilities	$0
Net Assets	$172,401

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Co Trustee)	$2,427	$0
Diocesan House (Co Trustee)	$0	$0
Jackie Jamsheed (Co Trustee)	$0	$0

990-PF

Filed on Nov. 2, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2014

Revenue

$22,329

Expenses

$11,665

Net Income

$10,664

Net Assets

$178,571

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,645	16.3%
Sales of Assets	$18,673	83.6%
Other Income	$11	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$9,864	84.6%
Compensation of Officers*	$2,338	20.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$178,571
Total Liabilities	$0
Net Assets	$178,571

990-PF

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

PDF

Fiscal Year Ending June
2013

Revenue

$20,222

Expenses

$11,264

Net Income

$8,958

Net Assets

$165,168

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,011	19.8%
Sales of Assets	$16,211	80.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$9,788	86.9%
Compensation of Officers*	$2,210	19.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$165,168
Total Liabilities	$0
Net Assets	$165,168

990-PF

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

PDF

Fiscal Year Ending June
2012

Revenue

$8,652

Expenses

$8,938

Net Income

-$286

Net Assets

$149,336

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,717	43.0%
Sales of Assets	$5,012	57.9%
Other Income	-$77

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,506	84.0%
Compensation of Officers*	$2,119	23.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$149,336
Total Liabilities	$0
Net Assets	$149,336

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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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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Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
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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Updated April 20, 2026

Mary E P Sherman Tr U/W

Organization summary

Type of Nonprofit

Tax Filings by Year

Fiscal Year Ending June 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending June 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Fiscal Year Ending June
2025

Fiscal Year Ending June
2024

Fiscal Year Ending June
2023

Fiscal Year Ending June
2022

Fiscal Year Ending June
2021

Fiscal Year Ending June
2020

Fiscal Year Ending June
2019

Fiscal Year Ending June
2018

Fiscal Year Ending June
2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

Fiscal Year Ending June
2011

Fiscal Year Ending June
2010

Fiscal Year Ending June
2009

Fiscal Year Ending June
2008

Fiscal Year Ending June
2007

Fiscal Year Ending June
2006

Fiscal Year Ending June
2005

Fiscal Year Ending June
2004

Fiscal Year Ending June
2003

Fiscal Year Ending June
2002