Nonprofit · EIN 20-8494550
NERMAN FAMILY FOUNDATION
Tax-exempt · BONITA SPGS, FL 34134
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $809,747 | $258,416 | $551,331 | $5,212,826 | $960 | $5,211,866 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $611,443
- Dividends
- $121,407
- Interest
- $31,229
- Net gain from sales of assets
- $45,668
Expenses
- Grants and similar amounts paid
- $231,200
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $232,400
- Excise tax on investment income
- $2,417
Balance sheet and other
- Total assets, start of year
- $4,660,535
- Total assets, end of year
- $5,212,826
- Total liabilities, end of year
- $960
- Net assets, end of year
- $5,211,866
- Fair market value of assets
- $5,591,339
- Qualifying distributions
- $232,400
- Net investment income
- $198,304
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LEWIS E NERMAN 27150 OAK KNOLL DR, BONITA SPRINGS, FL 34134 | TRUSTEE | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 27150 OAK KNOLL DR, BONITA SPGS, FL 34134-8715
- In care of
- % LEWIS E NERMAN
- Signed the 990-PF
- LEWIS NERMAN, TRUSTEE
- Phone
- (913) 696-1300
- Return prepared by
- HOWE & COMPANY CPA PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-8494550
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2007
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $5,212,826
- Income (IRS master file)
- $1,332,691
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $502,685 | $269,493 | $4,660,535 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about NERMAN FAMILY FOUNDATION
- What is the EIN of NERMAN FAMILY FOUNDATION?
- The employer identification number (EIN) of NERMAN FAMILY FOUNDATION is 20-8494550.
- Is NERMAN FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to NERMAN FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does NERMAN FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of NERMAN FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NERMAN FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of NERMAN FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
- How much revenue does NERMAN FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $809,747, expenses of $258,416 and total assets of $5,212,826 at year end.
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