Nonprofit · EIN 94-3340809
SHERMAN FAMILY FOUNDATION
Tax-exempt · MILL VALLEY, CA 94941
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $117,938 | $27,293 | $90,645 | $429,707 | $0 | $429,707 |
| June 30, 2024 | 990-PF | $55,563 | $23,414 | $32,149 | $339,062 | $0 | $339,062 |
| June 30, 2023 | 990-PF (amended) | $73,506 | $28,523 | $44,983 | $306,913 | $0 | $306,913 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $34,536
- Dividends
- $6,962
- Net gain from sales of assets
- $76,388
- Other income
- $52
Expenses
- Grants and similar amounts paid
- $25,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $25,448
- Excise tax on investment income
- $1,140
Balance sheet and other
- Total assets, start of year
- $339,062
- Total assets, end of year
- $429,707
- Total liabilities, end of year
- $0
- Net assets, end of year
- $429,707
- Fair market value of assets
- $729,291
- Qualifying distributions
- $25,448
- Net investment income
- $83,402
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JACK E SHERMAN 467 GREEN GLEN WAY, MILL VALLEY, CA 94941 | PRESIDENT | 1 | $0 |
| BETH G SHERMAN 467 GREEN GLEN WAY, MILL VALLEY, CA 94941 | SECRETARY | 1 | $0 |
| JUDITH L SHERMAN 467 GREEN GLEN WAY, MILL VALLEY, CA 94941 | TREASURER | 1 | $0 |
990-PF for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JACK E SHERMAN 467 GREEN GLEN WAY, MILL VALLEY, CA 94941 | PRESIDENT | 1 | $0 |
| BETH G SHERMAN 467 GREEN GLEN WAY, MILL VALLEY, CA 94941 | SECRETARY | 1 | $0 |
| JUDITH L SHERMAN 467 GREEN GLEN WAY, MILL VALLEY, CA 94941 | TREASURER | 1 | $0 |
990-PF for the year ended June 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JACK E SHERMAN 467 GREEN GLEN WAY, MILL VALLEY, CA 94941 | PRESIDENT | 1 | $0 |
| BETH G SHERMAN 467 GREEN GLEN WAY, MILL VALLEY, CA 94941 | SECRETARY | 1 | $0 |
| JUDITH L SHERMAN 467 GREEN GLEN WAY, MILL VALLEY, CA 94941 | TREASURER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 467 GREEN GLEN WAY, MILL VALLEY, CA 94941-4018
- In care of
- % JACK SHERMAN
- Signed the 990-PF
- JACK SHERMAN, PRESIDENT
- Phone
- (415) 388-7972
- Return prepared by
- SCOTT B PRICE & CO
California records
California keeps its own records of charities and corporations. Search them by EIN 94-3340809 or by the name SHERMAN FAMILY FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 94-3340809
- 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
- 1999
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $429,707
- Income (IRS master file)
- $182,321
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $117,938 | $27,293 | $429,707 | XML |
| 990-PF | June 2024 | $55,563 | $23,414 | $339,062 | XML |
| 990-PF | June 2023 | $73,506 | $28,523 | $306,913 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | 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 94-3340809).
Questions about SHERMAN FAMILY FOUNDATION
- What is the EIN of SHERMAN FAMILY FOUNDATION?
- The employer identification number (EIN) of SHERMAN FAMILY FOUNDATION is 94-3340809.
- Is SHERMAN FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to SHERMAN FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SHERMAN FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SHERMAN FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SHERMAN FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of SHERMAN FAMILY FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does SHERMAN FAMILY FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $117,938, expenses of $27,293 and total assets of $429,707 at year end.
Other nonprofits in MILL VALLEY
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- BRITISH BENEVOLENT SOCIETY OF CALIFORNIA INC EIN 94-1294900 · last filed 990 for 2024
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All nonprofits in MILL VALLEY · California · Philanthropy, voluntarism and grantmaking foundations