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Nonprofit · EIN 72-0920599

SHEARMAN FOUNDATION

Tax-exempt · LAKE CHARLES, LA 70602

Financials

$229K$605K2023$164K$405K2024$232K$344K2025
Revenue Expenses · by fiscal year end
Financials of SHEARMAN FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
March 31, 2026990-PF$232,444$344,455-$112,011$3,439,462$0$3,439,462
March 31, 2025990-PF$164,142$404,727-$240,585$3,551,473$0$3,551,473
March 31, 2024990-PF$229,329$604,783-$375,454$3,792,058$0$3,792,058
Financial details: 990-PF for the year ended March 31, 2026

Revenue

Contributions, gifts and grants
$0
Dividends
$149,683
Net gain from sales of assets
$82,761

Expenses

Grants and similar amounts paid
$295,813
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$343,673
Excise tax on investment income
$2,555

Balance sheet and other

Total assets, start of year
$3,551,473
Total assets, end of year
$3,439,462
Total liabilities, end of year
$0
Net assets, end of year
$3,439,462
Fair market value of assets
$10,143,697
Qualifying distributions
$343,673
Net investment income
$232,444

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 March 31, 2026, highest compensation first.

NameTitleHours / weekCompensation
Thomas B Shearman III
PO BOX 3266, Lake Charles, LA 70602
Trustee1$0
Susan Cook
PO BOX 3266, Lake Charles, LA 70602
Trustee1$0
Thad Cook
PO BOX 3266, Lake Charles, LA 70602
Trustee1$0
Thaddeus Stakely Cook
PO BOX 3266, Lake Charles, LA 70602
Trustee1$0
Isabella Shearman
PO BOX 3266, Lake Charles, LA 70602
Trustee1$0
990-PF for the year ended March 31, 2025: 5 people
NameTitleHours / weekCompensation
Thomas B Shearman III
PO BOX 3266, Lake Charles, LA 70602
Trustee1$0
Susan Cook
PO BOX 3266, Lake Charles, LA 70602
Trustee1$0
Thad Cook
PO BOX 3266, Lake Charles, LA 70602
Trustee1$0
Thaddeus Stakely Cook
PO BOX 3266, Lake Charles, LA 70602
Trustee1$0
Isabella Shearman
PO BOX 3266, Lake Charles, LA 70602
Trustee1$0
990-PF for the year ended March 31, 2024: 5 people
NameTitleHours / weekCompensation
Thomas B Shearman III
PO BOX 3266, Lake Charles, LA 70602
Trustee1$0
Susan Cook
PO BOX 3266, Lake Charles, LA 70602
Trustee1$0
Thad Cook
PO BOX 3266, Lake Charles, LA 70602
Trustee1$0
Thaddeus Stakely Cook
PO BOX 3266, Lake Charles, LA 70602
Trustee1$0
Isabella Shearman
PO BOX 3266, Lake Charles, LA 70602
Trustee1$0

Address and contacts

Address (IRS master file)
PO BOX 3266, LAKE CHARLES, LA 70602-3266
Signed the 990-PF
Thomas B Shearman III, Trustee
Phone
(337) 660-8487
Return prepared by
McElroy Quirk & Burch

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025March 31, 2026August 17, 2026990-PF on file
2024March 31, 2025August 15, 2025990-PF on file
2023March 31, 2024August 15, 2024990-PF on file

IRS record

EIN
72-0920599
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
1982
Accounting year ends
March
Files
Form 990-PF
Assets (IRS master file)
$3,439,462
Income (IRS master file)
$303,783

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFMarch 2026$232,444$344,455$3,439,462XML
990-PFMarch 2025$164,142$404,727$3,551,473IRS
990-PFMarch 2024$229,329$604,783$3,792,058XML
990-PFMarch 2023–––IRS
990-PFMarch 2022–––IRS
990-PFMarch 2021–––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 72-0920599).

Questions about SHEARMAN FOUNDATION

What is the EIN of SHEARMAN FOUNDATION?
The employer identification number (EIN) of SHEARMAN FOUNDATION is 72-0920599.
Is SHEARMAN FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1982.
Are donations to SHEARMAN FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SHEARMAN FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of SHEARMAN FOUNDATION due?
The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SHEARMAN FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended March 2026.
Who are the officers and directors of SHEARMAN FOUNDATION?
The 990-PF for the year ended March 31, 2026 lists 5 people; 0 received compensation from the organization.
How much revenue does SHEARMAN FOUNDATION have?
On its 990-PF for the year ended March 31, 2026 it reported revenue of $232,444, expenses of $344,455 and total assets of $3,439,462 at year end.

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