Nonprofit · EIN 45-4771455
NANCY SHERERTZ FAMILY FOUNDATION INC
Tax-exempt · BALTIMORE, MD 21230
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $437,635 | $253,359 | $184,276 | $3,995,410 | $1,071 | $3,994,339 |
| December 31, 2023 | 990-PF | $383,674 | $155,674 | $228,000 | $4,008,507 | $0 | $4,008,507 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $307,953
- Dividends
- $156,320
- Interest
- $18,684
- Net gain from sales of assets
- -$45,322
Expenses
- Grants and similar amounts paid
- $225,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $225,000
- Excise tax on investment income
- $2,100
Balance sheet and other
- Total assets, start of year
- $4,008,507
- Total assets, end of year
- $3,995,410
- Total liabilities, end of year
- $1,071
- Net assets, end of year
- $3,994,339
- Fair market value of assets
- $5,252,377
- Qualifying distributions
- $225,000
- Net investment income
- $175,004
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 |
|---|---|---|---|
| NANCY SHERERTZ 1801 PORTER STREET SUITE 500, BALTIMORE, MD 21230 | PRESIDENT | 0 | $0 |
| ALEXANDRA SHERERTZ 1801 PORTER STREET SUITE 500, BALTIMORE, MD 21230 | VICE PRESIDENT | 0 | $0 |
| DAVID A GOLDNER 1801 PORTER STREET SUITE 500, BALTIMORE, MD 21230 | SECR./TREAS. | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NANCY SHERERTZ 1801 PORTER STREET SUITE 500, BALTIMORE, MD 21230 | PRESIDENT | 0 | $0 |
| ALEXANDRA SHERERTZ 1801 PORTER STREET SUITE 500, BALTIMORE, MD 21230 | VICE PRESIDENT | 0 | $0 |
| DAVID A GOLDNER 1801 PORTER STREET SUITE 500, BALTIMORE, MD 21230 | SECR./TREAS. | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 1801 PORTER ST STE 500, BALTIMORE, MD 21230-5563
- In care of
- % DAVID A GOLDNER
- Signed the 990-PF
- DAVID GOLDNER, TREASURER
- Phone
- (410) 685-5512
- Return prepared by
- GROSS MENDELSOHN & ASSOCIATES PA
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 | Check at the IRS |
| 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
- 45-4771455
- 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
- 2013
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $4,227,029
- Income (IRS master file)
- $1,212,808
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $437,635 | $253,359 | $3,995,410 | XML |
| 990-PF | December 2023 | $383,674 | $155,674 | $4,008,507 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 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 (search EIN 45-4771455).
Questions about NANCY SHERERTZ FAMILY FOUNDATION INC
- What is the EIN of NANCY SHERERTZ FAMILY FOUNDATION INC?
- The employer identification number (EIN) of NANCY SHERERTZ FAMILY FOUNDATION INC is 45-4771455.
- Is NANCY SHERERTZ FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2013.
- Are donations to NANCY SHERERTZ FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does NANCY SHERERTZ FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of NANCY SHERERTZ FAMILY FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NANCY SHERERTZ FAMILY FOUNDATION INC 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 NANCY SHERERTZ FAMILY FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does NANCY SHERERTZ FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $437,635, expenses of $253,359 and total assets of $3,995,410 at year end.
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