Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
THE SHERMAN FAMILY FOUNDATION
C/O MARY N SHERMAN
Number and street (or P.O. box number if mail is not delivered to street address)2000 SHAWNEE MISSION PARKWAY 320
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MISSION WOODS, KS662053606
A Employer identification number

20-5667031
B Telephone number (see instructions)

(913) 258-2203
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$62,245,989J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 2,477,648
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,073,427 1,073,427  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,165,751
b Gross sales price for all assets on line 6a 5,845,240
7 Capital gain net income (from Part IV, line 2)... 3,165,751
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 6,716,826 4,239,178  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 181,508 0   181,508
14 Other employee salaries and wages...... 68,577 0   68,577
15 Pension plans, employee benefits....... 59,490 0   59,490
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
835 0   835
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
18,220 9,110   9,110
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
243,795 223,384   20,411
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
52,984 14,070   17,203
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
11,902 0  
20 Occupancy.............. 93,870 0   93,870
21 Travel, conferences, and meetings....... 4,406 0   4,406
22 Printing and publications.......... 732 0   732
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
43,751 0   43,751
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 780,070 246,564   499,893
25 Contributions, gifts, grants paid....... 5,494,474 5,494,474
26 Total expenses and disbursements. Add lines 24 and 25 6,274,544 246,564   5,994,367
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 442,282
b Net investment income (if negative, enter -0-) 3,992,614
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 18,134 9,598 9,598
2 Savings and temporary cash investments......... 1,347,056 688,994 688,994
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 44,374 57,663 57,663
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 20,332,694 Click to see attachment
List of Attached Documents:
// Content
20,271,973 		52,767,084
c Investments—corporate bonds (attach schedule)....... 6,616,535 Click to see attachment
List of Attached Documents:
// Content
8,354,810 		7,926,635
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 917,054 Click to see attachment
List of Attached Documents:
// Content
527,610 		731,576
14 Land, buildings, and equipment: basis right arrow217,745
Less: accumulated depreciation (attach schedule) right arrow153,306 76,342 Click to see attachment
List of Attached Documents:
// Content
64,439 		64,439
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
9,653,059 		Click to see attachment
List of Attached Documents:
// Content
9,682,434 		Click to see attachment
List of Attached Documents:
// Content
0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 39,005,248 39,657,521 62,245,989
Liabilities 17 Accounts payable and accrued expenses..........   569
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 569
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 39,005,248 39,656,952
29 Total net assets or fund balances (see instructions)..... 39,005,248 39,656,952
30 Total liabilities and net assets/fund balances (see instructions). 39,005,248 39,657,521
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
39,005,248
2
Enter amount from Part I, line 27a .....................
2
442,282
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
209,422
4
Add lines 1, 2, and 3 ..........................
4
39,656,952
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
39,656,952
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a COMMERCE TRUST COMPANY P   2024-12-31
b COMMERCE TRUST COMPANY P   2024-12-31
c CAPITAL GAINS DIVIDENDS P    
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 30,567   32,244 -1,677
b 5,632,587   2,647,245 2,985,342
c 182,086     182,086
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -1,677
b       2,985,342
c       182,086
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 3,165,751
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 55,497
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 55,497
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 55,497
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 57,663
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 16,260
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 73,923
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 18,426
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow18,426 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
 
No
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowMO
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowMARY N SHERMAN Telephone no.right arrow (913) 258-2203

Located atright arrow2000 SHAWNEE MISSION PKWYMISSION WOODSKS ZIP+4right arrow66205
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JOHN SHERMAN FOUNDATION MANAGER
1.00 		0 0 0
5603 SUNSET DRIVE
KANSAS CITY,MO64112
MARY SHERMAN PRESIDENT - FOUNDATION MANAGER
1.00 		0 0 0
5603 SUNSET DRIVE
KANSAS CITY,MO64112
AMY DONNELLY DIRECTOR
1.00 		0 0 0
1007 W 61ST STREET
KANSAS CITY,MO64113
ELIZABETH ALLEN EXECUTIVE DIRECTOR
40.00 		105,392 25,748 0
6516 ABERDEEN
MISSION HILLS,KS66208
JOSEPH ALLEN TREASURER
10.00 		76,116 26,459 0
6516 ABERDEEN
MISSION HILLS,KS66208
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
59,160,072
b
Average of monthly cash balances.......................
1b
877,766
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
60,037,838
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
60,037,838
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
900,568
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
59,137,270
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,956,864
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
2,956,864
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
55,497
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
55,497
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,901,367
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,901,367
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
2,901,367
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
5,994,367
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
5,994,367
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 2,901,367
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 2,372,287
b From 2020...... 2,978,568
c From 2021...... 3,381,655
d From 2022...... 3,743,687
e From 2023...... 3,060,110
f Total of lines 3a through e ........ 15,536,307
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 5,994,367
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 2,901,367
e Remaining amount distributed out of corpus 3,093,000
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 18,629,307
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		2,372,287
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		16,257,020
10 Analysis of line 9:
a Excess from 2020.... 2,978,568
b Excess from 2021.... 3,381,655
c Excess from 2022.... 3,743,687
d Excess from 2023.... 3,060,110
e Excess from 2024.... 3,093,000
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
JOHN SHERMAN
MARY SHERMAN
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ACCELERATED SCHOOLS OF OVERLAND PARK

10713 BARKLEY
OVERLAND PARK,KS66211 		N/A PC TO SUPPORT A NON-TRADITIONAL, ACCREDITED SCHOOL. 40,000

ALIGNED

22052 W 66TH
SHAWNEE MISSION,KS66226 		N/A PC TO SUPPORT BROAD-BASED EDUCATIONAL IMPROVEMENTS IN MO AND KS. 20,000

AMETHYST PLACE

2735A TROOST AVE
KANSAS CITY,MA64109 		N/A PC TO SUPPORT A HOUSING PROGRAM FOR WOMEN AND CHILDREN RECOVERING FROM SUBSTANCE ABUSE AND/OR TRAUMA. 80,000

ARTISTS HELPING THE HOMELESS

3625 WARWICK BLVD
KANSAS CITY,MO64111 		N/A PC PROVIDE AID AND SERVICE FOR THE HOMELESS. 7,500

ARTS ENGAGEMENT FOUNDATION OF KANSAS CITY

20 E GREGORY BLVD
KANSAS CITY,MO64114 		N/A PC SUPPORTS THE CITY'S ARTS ORGANIZATIONS. 2,500

AVENUE OF LIFE

PO BOX 34495
KANSAS CITY,KS64116 		N/A PC TO SUPPORT URBAN FAMILIES TO REDUCE THE DROP OUT RATE. 23,000

BIG BROTHERS BIG SISTERS

1709 WALNUT
KANSAS CITY,MO64108 		N/A PC TO SUPPORT PROGRAMS FOR YOUTH. 30,000

BISHOP MIEGE FOUNDATION

5041 REINHARDT DRIVE
SHAWNEE MISSION,KS66205 		N/A PC TO FURTHER EDUCATION AT AN ACCREDITED SCHOOL. 50,000

BISHOP WARD HIGH SCHOOL

708 N 18TH ST
KANSAS CITY,KS66102 		N/A PC TO FURTHER EDUCATION AT AN ACCREDITED SCHOOL. 50,000

BOY SCOUTS OF AMERICA - HEART OF AMERICA

10210 HOLMES ROAD
KANSAS CITY,MO64131 		N/A PC TO SUPPORT PROGRAMS FOR YOUTH. 5,000

BOYS AND GIRLS CLUB OF GREATER KANSAS CITY

4001 BLUE PARKWAY SUITE 102
KANSAS CITY,MO64130 		N/A PC TO SUPPORT PROGRAMS FOR YOUTH. 25,000

CAMP ENCOURAGE

4025 CENTRAL ST
KANSAS CITY,MO64111 		N/A PC PROVIDES A CAMP FOR CHILDREN WITH AUTISM SPECTRUM DISORDER. 5,000

CATHOLIC CHARITIES OF NE KANSAS

9720 W 87TH ST
OVERLAND PARK,KS66212 		N/A PC TO SUPPORT OUTREACH TO HOMELESS MEN. 15,000

CATHOLIC EDUCATION FOUNDATION

12615 PARALLEL PKWY
KANSAS CITY,MO66109 		N/A PC TO SUPPORT FAITH BASED EDUCATION. 23,000

CENTER FOR DEVELOPMENTALLY DISABLED

9150 E 41ST TERRACE
KANSAS CITY,MO64133 		N/A PC PROVIDES RESIDENTIAL CARE TO ADULTS WITH DEVELOPMENTAL DISABILITIES. 48,000

CHILD PROTECTION CENTER

3101 BROADWAY BLVD
KANSAS CITY,MO64111 		N/A PC TO SUPPORT EFFORTS TO PREVENT, IDENTIFY AND TREAT CHILD ABUSE. 49,524

CHILDRENS MERCY HOSPITAL

2401 GILLHAM RD
KANSAS CITY,MO64108 		N/A PC TO SUPPORT CHILDREN'S EDUCATION DURING HOSPITALIZATION. 34,800

CITY UNION MISSION

1100 EAST 11TH ST
KANSAS CITY,MO64106 		N/A PC TO SUPPORT FAMILIES TRYING TO OVERCOME POVERTY AND HOMELESSNESS. 15,000

COMMUNITY LINC

4012 TROOST AVE
KANSAS CITY,MO64110 		N/A PC TO SUPPORT OUTREACH TO THE HOMELESS. 10,000

CORNERSTONES OF CARE

8150 WORNALL RD
KANSAS CITY,MO64114 		N/A PC TO SUPPORT EDUCATIONAL PROGRAMS AT A NON-TRADITIONAL ACCREDITED SCHOOL. 100,595

CRISTO REY KANSAS CITY

211 W LINWOOD BLVD
KANSAS CITY,MO64111 		N/A PC TO SUPPORT EDUCATION AT AN ACCREDITED SCHOOL. 450,408

DON BOSCO CENTER

580 CAMPBELL ST
KANSAS CITY,MO64106 		N/A PC TO SUPPORT SOCIAL SERVICES. 10,300

DOWN SYNDROME INNOVATIONS

5916 DEARBORN ST
MISSION,KS66202 		N/A PC TO SUPPORT SERVICES FOR THOSE WITH DOWN SYNDROME. 20,000

EARLYSTART

2008 E 12TH ST
KANSAS CITY,MO64127 		N/A PC TO SUPPORT EARLY CHILDHOOD EDUCATION. 100,000

ELEVATE METRO KC

PO BOX 4477
OVERLAND PARK,KS66204 		N/A PC TO SUPPORT YOUTH PROGRAMS. 22,000

ELLIS FOUNDATION

PO BOX 54
FORT SCOTT,KS66701 		N/A PC TO PROVIDE FINANCIAL SUPPORT FOR COLLEGIATES. 32,000

EMMANUEL FAMILY & CHILD DEVELOPMENT CENTER

4736 PROSPECT AVE
KANSAS CITY,MO64130 		N/A PC TO SUPPORT EARLY CHILDHOOD EDUCATION. 75,000

FIRE FOUNDATION

20 W NINTH STREET
KANSAS CITY,MO64105 		N/A PC TO ASSIST STUDENTS WITH SPECIAL NEEDS IN CATHOLIC SCHOOLS. 40,000

FIRST CALL

9091 STATE LINE ROAD
KANSAS CITY,MO64114 		N/A PC TO SUPPORT ALCOHOL AND DRUG USE PREVENTION. 20,000

FRIENDS OF THE OPUS 76 QUARTET

7703 ROSEWOOD DR
PRAIRIE VILLAGE,KS66208 		N/A PC TO SUPPORT ARTISTIC OUTREACH IN THE COMMUNITY. 15,000

FRONT PORCH ALLIANCE

3210 MICHIGAN AVE
KANSAS CITY,MO64109 		N/A PC TO SUPPORT EARLY CHILDHOOD EDUCATION FOR THE UNDERSERVED. 25,000

GILDA'S CLUB OF KANSAS CITY

21 W 43RD ST
KANSAS CITY,MO64111 		N/A PC SUPPORT SERVICES FOR ANYONE WITH CANCER. 5,000

GIRL SCOUTS OF NE KANSAS AND NW MISSOURI

10561 BARKLEY ST SUITE 101
OVERLAND PARK,KS66212 		N/A PC TO SUPPORT PROGRAMS FOR YOUTH. 5,000

GKCCF - HISPANIC DEVELOPMENT FUND

1055 BROADWAY BLVD SUITE 130
KANSAS CITY,MO64105 		N/A PC TO IMPROVE EDUCATOR RETENTION AT ACCREDITED SCHOOLS. 35,000

GKCCF - HISPANIC DEVELOPMENT FUND

1055 BROADWAY BLVD SUITE 130
KANSAS CITY,MO64105 		N/A PC TO PROVIDE NEED-BASED POST-SECONDARY SCHOLARSHIPS. 81,000

GREAT JOBS KC

8080 WARD PARKWAY
KANSAS CITY,MO64114 		N/A PC TO PROVIDE FINANCIAL ASSISTANCE AND SUPPORT FOR COLLEGE AND CAREER TRAINING. 70,000

GREEN WORKS IN KANSAS CITY

607 EAST 31ST STREET
KANSAS CITY,MO64109 		N/A PC TO PROVIDE LEARNING ACTIVITIES FOR STUDENTS. 10,000

GREENLIGHT FUND

720 MAIN ST
KANSAS CITY,MO64105 		N/A PC TO PROVIDE COMMUNITY SUPPORT. 50,000

HARMONY PROJECT KC NECC

544 WABASH AVE
KANSAS CITY,MO64124 		N/A PC TO SUPPORT EDUCATIONAL DEVELOPMENT OF UNDERSERVED STUDENTS USING MUSIC AS A CATALYST. 80,526

HARRY S TRUMAN LIBRARY INSTITUTE

500 W US HWY 24
INDEPENCE,MO64050 		N/A PC TO SUPPORT EXPANSION OF COMMUNITY OUTREACH. 40,000

HARRY S TRUMAN NEUROLOGICAL CENTER

2828 ENGLEWOOD TERRACE
INDEPENDENCE,MO64052 		N/A PC TO SUPPORT THOSE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. 15,000

HIGH ASPIRATIONS

6320 BROOKSIDE PLAZA
KANSAS CITY,MO64113 		N/A PC TO SUPPORT MENTORING OF AFRICAN AMERICAN BOYS. 27,500

HORIZON ACADEMY

4901 REINHARDT DRIVE
ROELAND PARK,KS66205 		N/A PC TO FURTHER EDUCATION AT AN ACCREDITED SCHOOL. 15,000

JUNIOR ACHIEVEMENT OF GREATER KANSAS CITY

2842 W 47TH AVENUE
KANSAS CITY,KS66103 		N/A PC TO SUPPORT EDUCATIONAL PROGRAMS. 20,000

KANSAS CITY BALLET

500 W PERSHING RD
KANSAS CITY,MO64108 		N/A PC DEVELOP DANCE IN THE COMMUNITY. 2,500

KANSAS CITY CHAMBER ORCHESTRA

205 W 65TH ST
KANSAS CITY,MO64113 		N/A PC TO SUPPORT ARTISTIC OUTREACH IN THE COMMUNITY. 2,500

KANSAS CITY CHORALE

5601 WYANDOTTE ST
KANSAS CITY,MO64113 		N/A PC TO SUPPORT ARTISTIC OUTREACH IN THE COMMUNITY 10,000

KANSAS CITY SYMPHONY

1644 WYANDOTTE ST
KANSAS CITY,MO64108 		N/A PC TO SUPPORT THE GROWTH OF COMMUNITY INTEREST IN ORCHESTRAL MUSIC. 50,000

KANSAS CITY ZOO

6800 ZOO DR
KANSAS CITY,MO64132 		N/A PC TO SUPPORT STUDENT PROGRAMMING. 20,000

KC AUTISM TRAINING CENTER

10842 MCGEE ST
KANSAS CITY,MO64114 		N/A PC TO SUPPORT POSTSECONDARY OPPORTUNITIES FOR THOSE WITH AUTISM SPECTRUM DISORDER. 10,000

KU ENDOWMENT REACH OUT AND READ

PO BOX 928
LAWRENCE,KS66044 		N/A PC TO SUPPORT CHILD LITERACY. 10,000

LEAD TO READ KC

6022 N STRATHBURY AVE
KANSAS CITY,MO64151 		N/A PC TO SUPPORT CHILD LITERACY PROGRAMS. 20,000

LITERACY KC

211 W ARMOUR BLVD
KANSAS CITY,MO64111 		N/A PC TO SUPPORT ADULT LITERACY PROGRAMS. 20,000

LOYOLA UNIVERSITY - NEW ORLEANS

7214 ST CHARLES AVENUE
NEW ORLEANS,LA70118 		N/A PC TO SUPPORT POSTSECONDARY EDUCATION. 10,000

LYRIC OPERA OF KANSAS CITY

1725 HOLMES
KANSAS CITY,MO64108 		N/A PC TO SUPPORT ARTISTIC OUTREACH IN THE COMMUNITY. 20,000

MATTIE RHODES CENTER

148 N TOPPING AVE
KANSAS CITY,MO64123 		N/A PC TO SUPPORT EARLY CHILDHOOD EDUCATION PROGRAMMING. 20,000

METROPOLITAN COMMUNITY COLLEGE FOUNDATION

3200 BROADWAY
KANSAS CITY,MO64111 		N/A PC TO FURTHER POST SECONDARY EDUCATION AT AN ACCREDITED UNIVERSITY. 22,500

MINDDRIVE

2615 HOLMES ST
KANSAS CITY,MO64108 		N/A PC TO SUPPORT YOUTH PROGRAMS. 20,000

MORNINGSTAR FAMILY FOUNDATION

4605 BAUER BROOK CT
LAWRENCE,KS66049 		N/A PC TO SUPPORT EDUCATION PROGRAMS. 9,450

MS SOCIETY KC BIKE RIDE

2020 W 89TH ST
LEAWOOD,KS66206 		N/A PC SUPPORT NATIONAL MS SOCIETY THROUGH ANNUAL BIKE RIDE. 25,000

NATIONAL WORLD WAR I MUSEUM AND MEMORIAL

2 MEMORIAL DR
KANSAS CITY,MO64108 		N/A PC TO SUPPORT EDUCATIONAL PROGRAMS FOR YOUTH. 120,000

NELSON ATKINS MUSEUM OF ART

4525 OAK STREET
KANSAS CITY,MO64111 		N/A PC TO SUPPORT EXPANSION OF EDUCATIONAL OPPORTUNITIES FOR STUDENTS. 50,000

NOTRE DAME CRISTO REY

203 LAWRENCE ST
METHUEN,MA01844 		N/A PC TO FURTHER EDUCATION AT AN ACCREDITED SCHOOL. 8,000

NOTRE DAME DE SION

10631 WORNALL ROAD
KANSAS CITY,MO64114 		N/A PC TO FURTHER EDUCATION AT AN ACCREDITED SCHOOL. 69,000

OPERATION BREAKTHROUGH

3039 TROOST AVE
KANSAS CITY,MO64109 		N/A PC TO SUPPORT EARLY CHILDHOOD EDUCATION. 185,892

OUR LADY OF UNITY CATHOLIC SCHOOL

2646 S 34TH
KANSAS CITY,KS66106 		N/A PC TO SUPPORT FAITH-CENTERED EDUCATION AT AN ACCREDITED SCHOOL. 25,000

PALESTINE VILLAGE COMMUNITY DEVELOPMENT CENTER

7920 WARD PARKWAY
KANSAS CITY,MO64114 		N/A PC TO SUPPORT SENIOR HOUSING DEVELOPMENT FOR THE UNDERSERVED. 50,000

PARENT LEADERSHIP TRAINING INSTITUTE

3200 WAYNE AVE
KANSAS CITY,MO64109 		N/A PC TRAIN AND MOBILIZE PARENTS TO BE LEADING ADVOCATES FOR CHILDREN. 15,000

PHOENIX FAMILY HIKE

3908 WASHINGTON STREET
KANSAS CITY,MO64111 		N/A PC TO SUPPORT EDUCATION PROGRAMS. 22,500

PRE-K COOPERATIVE

3105 GILLHAM RD
KANSAS CITY,MO64109 		N/A PC TO SUPPORT EARLY CHILDHOOD EDUCATION PROGRAMMING. 35,000

PREP KC

2300 MAIN ST
KANSAS CITY,MO64108 		N/A PC TO SUPPORT EDUCATION PROGRAMS. 50,000

PRINCIPALS CONNECT

17 JANSSEN PL
KANSAS CITY,MO64109 		N/A PC TO SUPPORT URBAN SCHOOL PRINCIPALS WITH RETIRED EDUCATORS. 20,000

RECONCILIATION SERVICES

1006 LINWOOD BLVD
KANSAS CITY,MO64109 		N/A PC TO SUPPORT ECONOMIC AND EDUCATIONAL PROGRAMS THROUGH COMMUNITY INITIATIVES. 75,570

REDEMPTORIST SOCIAL SERVICES CENTER

207 LINWOOD BLVD
KANSAS CITY,MO64111 		N/A PC PROVIDE DISABLED OR UNEMPLOYED INDIVIDUALS WITH BASIC SERVICES. 10,000

RESURRECTION CATHOLIC SCHOOL

425 N 15TH STREET
KANSAS CITY,KS66102 		N/A PC TO FURTHER EDUCATION AT AN ACCREDITED SCHOOL. 17,500

RHODES COLLEGE

2000 NORTH PARKWAY
MEMPHIS,TN38112 		N/A PC TO FURTHER POST SECONDARY EDUCATION AT AN ACCREDITED UNIVERSITY. 10,000

ROCKHURST HIGH SCHOOL

9301 STATE LINE ROAD
KANSAS CITY,MO64114 		N/A PC TO FURTHER EDUCATION AT AN ACCREDITED SCHOOL. 351,012

SALVATION ARMY

3637 BROADWAY
KANSAS CITY,MO64141 		N/A PC TO SUPPORT THEIR OUTREACH TO UNDERSERVED MEMBERS OF OUR COMMUNITY. 100,000

SCHOOLSMART KC

3105 GILLHAM RD
KANSAS CITY,MO64109 		N/A PC TO SUPPORT WIDE-BASED EFFORTS TO IMPROVE AREA SCHOOLS. 508,143

SHERWOOD AUTISM CENTER

8030 WARD PARKWAY PLAZA
KANSAS CITY,MO64114 		N/A PC TO SUPPORT EDUCATION PROGRAMS FOR STUDENTS WITH SPECIAL NEEDS. 20,000

SHOW ME KC SCHOOLS

2201 LEXINGTON AVE
KANSAS CITY,MO64124 		N/A PC TO INFORM PARENTS AND STUDENTS ABOUT SCHOOL CHOICES. 37,500

SLEEPYHEAD BEDS

5604 TROOST AVE
KANSAS CITY,MO64110 		N/A PC USE DONATED BEDS FOR FAMILIES IN NEED. 5,000

ST MICHAEL THE ARCHANGEL HIGH SCHOOL

14201 NALL
OVERLAND PARK,KS66223 		N/A PC TO SUPPORT EDUCATION AT AN ACCREDITED SCHOOOL. 20,000

STARLIGHT THEATRE

4600 STARLIGHT RD
KANSAS CITY,MO64132 		N/A PC CONNECTING THE COMMUNITY THROUGH LIVE ARTS EXPERIENCES. 20,156

START AT ZERO

900 E 24TH TERRACE
KANSAS CITY,MO64108 		N/A PC TO SUPPORT YOUTH EDUCATION PROGRAMS. 25,000

STARTLAND

1475 WALNUT ST
KANSAS CITY,MO64106 		N/A PC TO SUPPORT YOUTH PROGRAMS. 20,000

TEACH FOR AMERICA

2000 BALTIMORE
KANSAS CITY,MO64108 		N/A PC TO SUPPORT EDUCATION PROGRAMS AND PROMOTE TEACHER TRAINING. 150,000

TEACHERS LIKE ME

1325 NE BURGANDY LN
LEES SUMMIT,MO64086 		N/A PC TO PROVIDE HOUSING SUPPORT FOR EARLY SERVING BLACK TEACHERS. 90,000

THE AIDAN PROJECT

500 WESTPORT RD
KANSAS CITY,MO64111 		N/A PC TO SUPPORT DISABLED CHILDREN. 3,000

THE EDUCATOR ACADEMY

1712 MAIN ST
KANSAS CITY,MO64108 		N/A PC TO SUPPORT EDUCATION PROGRAMS AND PROMOTE TEACHER TRAINING. 90,372

THE FAMILY CONSERVANCY

444 MINNESOTA AVENUE
KANSAS CITY,KS66101 		N/A PC TO SUPPORT EDUCATION PROGRAMS. 75,000

THE GOLDEN SCOOP

9540 NALL AVE
OVERLAND PARK,KS66207 		N/A PC TO PROVIDE EMPLOYMENT OPPORTUNITIES FOR INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES 20,000

THE MISSION PROJECT

5909 DEARBORN
MISSION,KS66202 		N/A PC TO ENABLE CHALLENGED ADULTS TO FIND INDEPENDENCE. 5,000

THE RABBIT HOLE

919 E 14TH AVE
NORTH KANSAS CITY,MO64116 		N/A PC TO SUPPORT CHILDREN'S LITERATURE. 250,000

THE SETON CENTER

2816 E 23RD ST
KANSAS CITY,MO64127 		N/A PC TO SUPPORT UNDERSERVED MEMBERS OF OUR COMMUNITY. 12,500

THE TRANSITION ACADEMY

6320 BROOKSIDE PLAZA
KANSAS CITY,MO64113 		N/A PC TO SUPPORT UNDERSERVED YOUTH WITH DISABILITIES. 20,000

TNTP OPPORTUNITY ACCELERATOR

6401 ROCKHILL RD
KANSAS CITY,MO64131 		N/A PC TO SUPPORT THE DEVELOPMENT OF EDUCATIONAL LEADERS. 100,000

TRINA'S KITCHEN AND RESOURCE CENTER

4200 E 35 ST
KANSAS CITY,MO64128 		N/A PC TO PROVIDE NUTRITIONAL MEALS TO THE UNDERSERVED. 5,000

TURN THE PAGE KC

107 W 9TH ST
KANSAS CITY,MO64105 		N/A PC TO SUPPORT EDUCATION PROGRAMS. 30,000

TURNING POINT

8900 STATE LINE RD
LEAWOOD,KS66206 		N/A PC TO AID FAMILIES IN THE HEALING PROCESS. 5,000

UMKC FOUNDATION

5000 HOLMES ST
KANSAS CITY,MO64110 		N/A PC TO SUPPORT URBAN EDUCATION. 275,494

UNITED WAY

4801 MAIN
KANSAS CITY,MO64111 		N/A PC TO SUPPORT COMMUNITY ORGANIZATIONS. 50,000

UNITED WE

2100 CENTRAL ST
KANSAS CITY,MO64108 		N/A PC ADVANCES WOMEN'S ECONOMIC AND CIVIC LEADERSHIP. 17,500

UNIVERSITY ACADEMY

6801 HOLMES RD
KANSAS CITY,MO64131 		N/A PC TO SUPPORT EDUCATION IN AN ACCREDITED SCHOOL. 10,000

UNIVERSITY OF CENTRAL MISSOURI

116 W SOUTH ST
WARRENSBURG,MO64093 		N/A PC TO SUPPORT TEACHER PREPARATION AND TRAINING. 39,438

UNIVERSITY OF SAINT MARY

4100 SOUTH 4TH ST
LEAVENWORTH,KS66048 		N/A PC TO FURTHER POST SECONDARY EDUCATION AT AN ACCREDITED UNIVERSITY. 16,000

UPLIFT ORGANIZATION INC

PO BOX 270175
KANSAS CITY,MO64127 		N/A PC TO SUPPORT SOCIAL SERVICES IN THE KANSAS CITY AREA. 5,000

URBAN RANGERS CORPS

5908 SWOPE PKWY
KANSAS CITY,MO64130 		N/A PC PROVIDE INNER CITY YOUTH WORK AND SERVICE EXPERIENCE. 20,000

VISITATION CATHOLIC SCHOOL

5141 MAIN ST
KANSAS CITY,MO64112 		N/A PC TO FURTHER EDUCATION AT AN ACCREDITED SCHOOL. 5,000

WALLACE R BOSTWICK MEMORIAL FUND

8571 AMBERJACK CIRCLE
ENGLEWOOD,FL34224 		N/A PC TO SUPPORT SOLDIERS AND COMMUNITIES. 10,000

WELCOME HOUSE INC

1414 E 27TH ST
KANSAS CITY,MO64108 		N/A PC PROVIDE RESIDENTIAL AND RECOVERY SERVICES FOR MEN. 100,594

WESTERN HISTORY ASSOCIATION

1445 JAYHAWK BLVD
LAWRENCE,KS66045 		N/A PC TO SUPPORT COLLEGIATE HISTORY STUDENTS. 2,700

WHITEFIELD ACADEMY

8929 HOLMES RD
KANSAS CITY,MO64131 		N/A PC TO FURTHER EDUCATION AT AN ACCREDITED SCHOOL. 5,000

WILDWOOD OUTDOOR EDUCATION CENTER

7095 W 399TH ST
LACYGNE,KS66040 		N/A PC TO EXPOSE URBAN CHILDREN TO OUTDOOR LEARNING ACTIVITIES. 10,000

WORNALL MAJORS HOUSE MUSEUMS

6115 WORNALL RD
KANSAS CITY,MO64113 		N/A PC TO SUPPORT STUDENT VISITS TO HISTORIC SITES. 5,000

YOUTH AMBASSADORS INC

5809 MICHIGAN AVE
KANSAS CITY,MO64130 		N/A PC TO SUPPORT EDUCATIONAL AND EMPLOYMENT PROGRAMS FOR UNDERSERVED YOUTH. 27,000
Total .................................right arrow 3a 5,494,474
bApproved for future payment

AMETHYST PLACE
2735A TROOST AVE
KANSAS CITY,MO64109 		N/A PC TO SUPPORT A HOUSING PROGRAM FOR WOMEN AND CHILDREN RECOVERING FROM SUBSTANCE ABUSE AND/OR TRAUMA. 160,000

BISHOP MIEGE HIGH SCHOOL
5041 REINHARDT DRIVE
SHAWNEE MISSION,KS66205 		N/A PC TO FURTHER EDUCATION AT AN ACCREDITED SCHOOL. 200,000

CENTER FOR DEVELOPMENTALLY DISABLED
9150 E 41ST TERRACE
KANSAS CITY,MO64133 		N/A PC PROVIDES RESIDENTIAL CARE SERVICES AND DAY HABILITATION TO ADULTS WITH DEVELOPMENTAL DISABILITIES 47,000

GKCCF - HISPANIC DEVELOPMENT FUND
1055 BROADWAY BLVD SUITE 130
KANSAS CITY,MO64105 		N/A PC ENGAGING THE LATINO COMMUNITY IN PHILANTHROPY TO BUILD STRONGER COMMUNITIES 88,250

GREENLIGHT FUND
720 MAIN ST
KANSAS CITY,MO64105 		N/A PC TO SUPPORT COMMUNITY ORGANIZATIONS. 200,000

HARMONY PROJECT KC NECC
544 WABASH AVE
KANSAS CITY,MO64124 		N/A PC TO SUPPORT EDUCATIONAL DEVELOPMENT OF UNDERSERVED STUDENTS USING MUSIC AS A CATALYST. 319,475

NATIONAL WORLD WAR I MUSEUM AND MEMORIAL
2 MEMORIAL DR
KANSAS CITY,MO64108 		N/A PC TO SUPPORT EDUCATIONAL PROGRAMS FOR YOUTH. 300,000

PALESTINE VILLAGE COMMUNITY DEVELOPMENT CENTER
7920 WARD PARKWAY
KANSAS CITY,MO64114 		N/A PC TO SUPPORT SENIOR HOUSING DEVELOPMENT FOR THE UNDERSERVED. 150,000

ROCKHURST HIGH SCHOOL
9301 STATE LINE ROAD
KANSAS CITY,MO64114 		N/A PC TO FURTHER EDUCATION AT AN ACCREDITED SCHOOL. 895,921

SCHOOLSMART KC
3105 GILLHAM RD
KANSAS CITY,MO64109 		N/A PC TO SUPPORT WIDE-BASED EFFORTS TO IMPROVE AREA SCHOOLS. 2,379,939

TNTP OPPORTUNITY ACCELERATOR
6401 ROCKHILL RD
KANSAS CITY,MO64131 		N/A PC TO SUPPORT THE DEVELOPMENT OF EDUCATIONAL LEADERS. 100,000

UMKC FOUNDATION
5000 HOLMES ST
KANSAS CITY,MO64110 		N/A PC TO SUPPORT URBAN EDUCATION. 999,406

WELCOME HOUSE
1414 E 27TH ST
KANSAS CITY,MO64108 		N/A PC TO PROVIDE RESIDENTIAL AND RECOVERY SERVICES FOR MEN. 199,405
Total ................................. right arrow 3b 6,039,396
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 1,073,427  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 3,165,751  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 4,239,178 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
4,239,178
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
THE SHERMAN FAMILY FOUNDATION
C/O MARY N SHERMAN
Employer identification number

20-5667031
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
THE SHERMAN FAMILY FOUNDATION
C/O MARY N SHERMAN 		Employer identification number
20-5667031
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
JOHN AND MARY SHERMAN
 
5603 SUNSET DRIVE
 
KANSAS CITY, MO64112

$ 2,117,648


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
JOHN AND MARY SHERMAN
 
5603 SUNSET DRIVE
 
KANSAS CITY, MO64112

$ 360,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
THE SHERMAN FAMILY FOUNDATION
C/O MARY N SHERMAN 		Employer identification number

20-5667031
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 SECURITIES $ 2,117,648 2024-12-27
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
THE SHERMAN FAMILY FOUNDATION
C/O MARY N SHERMAN 		Employer identification number

20-5667031
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
THE SHERMAN FAMILY FOUNDATION
 
C/O MARY N SHERMAN
EIN:
20-5667031
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 18,220 9,110   9,110

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2024 DepreciationSchedule
Name:
THE SHERMAN FAMILY FOUNDATION
 
C/O MARY N SHERMAN
EIN:
20-5667031
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
LEASEHOLD IMPROVEMENTS 2017-04-15 133,330 60,001 SL 15.000000000000 8,889 0    
FURNITURE 2017-04-15 76,672 73,933 SL 7.000000000000 2,739 0    
COPIER 2017-04-24 5,170 5,170 SL 5.000000000000 0 0    
MEETING ROOM TABLE 2017-10-15 2,574 2,300 SL 7.000000000000 274 0    

TY 2024 InvestmentsCorpBondsSchedule
Name:
THE SHERMAN FAMILY FOUNDATION
 
C/O MARY N SHERMAN
EIN:
20-5667031
Name of Bond End of Year Book Value End of Year Fair Market Value
BOND FUNDS 8,354,810 7,926,635

TY 2024 InvestmentsCorpStockSchedule
Name:
THE SHERMAN FAMILY FOUNDATION
 
C/O MARY N SHERMAN
EIN:
20-5667031
Name of Stock End of Year Book Value End of Year Fair Market Value
EQUITY INVESTMENTS 20,271,973 52,767,084

TY 2024 InvestmentsOtherSchedule2
Name:
THE SHERMAN FAMILY FOUNDATION
 
C/O MARY N SHERMAN
EIN:
20-5667031
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
OTHER INVESTMENTS FMV 527,610 731,576

TY 2024 LandEtcSchedule2
Name:
THE SHERMAN FAMILY FOUNDATION
 
C/O MARY N SHERMAN
EIN:
20-5667031
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
LEASEHOLD IMPROVEMENTS 133,330 68,890 64,440  
FURNITURE 76,672 76,672 0  
COPIER 5,170 5,170 0  
MEETING ROOM TABLE 2,574 2,574 0  


TY 2024 LegalFeesSchedule
Name:
THE SHERMAN FAMILY FOUNDATION
 
C/O MARY N SHERMAN
EIN:
20-5667031
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 835 0   835


TY 2024 OtherAssetsSchedule
Name:
THE SHERMAN FAMILY FOUNDATION
 
C/O MARY N SHERMAN
EIN:
20-5667031
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
CONTRIBUTED STOCK VALUATION 9,649,138 9,678,513 0
DEPOSIT 3,921 3,921 0


TY 2024 OtherExpensesSchedule
Name:
THE SHERMAN FAMILY FOUNDATION
 
C/O MARY N SHERMAN
EIN:
20-5667031
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
GRANTMAKING 15,064 0   15,064
INSURANCE 2,215 0   2,215
OFFICE EXPENSE 2,276 0   2,276
OTHER 24,196 0   24,196


TY 2024 OtherIncreasesSchedule
Name:
THE SHERMAN FAMILY FOUNDATION
 
C/O MARY N SHERMAN
EIN:
20-5667031
Description Amount
UNREALIZED GAINS(LOSSES) ON SECURITIES 209,422


TY 2024 OtherProfessionalFeesSchedule
Name:
THE SHERMAN FAMILY FOUNDATION
 
C/O MARY N SHERMAN
EIN:
20-5667031
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 223,346 223,346   0
PAYROLL PROCESSING 2,199 0   2,199
MEMBERSHIP DUES 3,152 0   3,152
BANK AND GTS FEES 15,098 38   15,060


TY 2024 TaxesSchedule
Name:
THE SHERMAN FAMILY FOUNDATION
 
C/O MARY N SHERMAN
EIN:
20-5667031
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 14,070 14,070   0
EXCISE TAX 21,711 0   0
PAYROLL TAXES 17,203 0   17,203