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Stephen & Barbara Sherwin Foundation INC EIN 52-1655939 Form 990 (PDF) Claim this org

Stephen & Barbara Sherwin Foundation INC

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A private foundation based in Fort Collins, CO. It reported about $25K in revenue for 2024. For fiscal year 2025 it reported $25K in revenue, $25K in expenses, and $312K in net assets.Pt I

Type
Private foundation / grantmaker · Nonprofit
Location
Fort Collins, CO
Filings
6 on file (2020–2025)
Revenue
$25KFY2025
Expenses
$25K
Net assets
$312K
People
3
Filings
6
Updates
0
More identity details & actions ⌄
EIN  52-1655939 Private foundation / grantmaker Fort Collins, CO
Form 990 (PDF)
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Size
<$100K
What they do
A private foundation based in Fort Collins, CO. It reported about $25K in revenue for 2024.
Leadership
Jeffrey M Sherwin · Dir/PR/Treas
Money in and out
$25K revenue, $25K expenses
Bottom line
—
Grants paid & assets · FY2025
Total revenue
$25K
Pt VIII · Ln 12
Total expenses
$25K
Pt IX · Ln 25
Net assets
$312K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): −$64
Total assets
312K
deployed as grants and operations
Grants paid
23K
in FY2025
Grants made
15grants
total in period
Payout rate
7%
of assets (5% rule)

Who They Fund

Part XV · grants paid · 15 grants · $23K · 2024–2024
World Central Kitchen IncorporatedDC · FY2024$3,000
North County Food BankOR · FY2024$3,000
Sandra Shappell Teacher at Colorado Early CollegeFY2024$2,500
So Others Might EatFY2024$2,000
Granite Education Foundation INCUT · FY2024$2,000
Project Say SomethingAL · FY2024$2,000
Utah Food BankUT · FY2024$1,000
Raptors of the RockiesMT · FY2024$1,000
Jeff Fielder ArtistFY2024$1,000
Lyris Hung ArtistFY2024$1,000
Colorado State University FoundationCO · FY2024$1,000
Girl Scouts Heart of the Hudson INCNY · FY2024$1,000
Colorado Public RadioFY2024$1,000
Rocio Barragan ArtistFY2024$1,000
Long Island UniversityNY · FY2024$100

Grantmaking Profile

Patterns in foundation giving
Distinct granteesPart XV9
Average grantPart XV$2K
Median grantPart XV$1K
Largest grantPart XV$3K
Top cause focusNTEEEducation (13%)

Summary of the Filing

Part I · fiscal year 2025 · Form 990-PF
Revenue
$25K
FY2025▼ -15%
Expenses
$25K
FY2025▲ +4%
Total assets
$312K
FY2025>-0.01%
Total liabilities
$0
FY2025
Total revenue
$25K
Pt VIII · Ln 12
Total expenses
$25K
Pt IX · Ln 25
Net assets
$312K
Pt X · Ln 32
Total assetsPt II$312K

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CStephen & Barbara Sherwin Foundation INC
EINHdr · item D52-1655939
Principal addressHdr · item CFort Collins, CO
WebsiteHdr · item Jnone reported
State of legal domicileHdr · item MCO
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFNonprofit
Ruling yearIRS BMFMar 1991

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1apending
Independent voting membersPt VI · Ln 1bpending
Conflict-of-interest policyPt VI · Ln 12a—
Whistleblower policyPt VI · Ln 13—
Document retention policyPt VI · Ln 14—
CEO/top-official compensation independently reviewedPt VI · Ln 15a—
Family or business relationships among officers/directorsPt VI · Ln 2—

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
Jeffrey M Sherwin
Dir/PR/Treas
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
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Statement of Revenue

Part VIII
Investment income$25K · 98%
Other revenue$384 · 2%
Investment income98%$25K
Other revenue2%$384
Total revenueLn 12$25K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Grants & contributions paid $0.89 Operating & administrative $0.11
Grants & contributions paid89%$23K
Operating & administrative11%$3K
Total functional expensesLn 25$25K

Balance Sheet

Part X · end of year
CashLn 1$73K
Total assetsLn 16$312K
Total liabilitiesLn 26$0
Total net assetsLn 32$312K
Months of cash on handcomputed34.5

Financial Metrics

Form 990 · FY2025 · each ratio shown with the dollars behind it
Liquidity & Payout
Payout rate
Grants paid $0 · Total assets $312K
0%
Where the money comes from
Contribution dependence
Contributions & grants — · Total revenue $25K
—
Government reliance
not reported
Earned-income share
not reported
Investment reliance
Investment income $0 · Total revenue $25K
0%
Program self-sufficiency
not reported
Growth & trend
Revenue growth (YoY)
This year $25K · Prior year $30K
-15%
Net-asset trend (YoY)
End of year $312K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $25K · Expenses $25K
-0.3%
Liabilities-to-Assets
Total liabilities — · Total assets $312K
—
Net-asset ratio
Net assets $312K · Total assets $312K
100%
People & payroll
Highest Reported Total Compensation
Individual Jeffrey M Sherwin · Reported title DIR/PR/TREAS · Highest reported compensation $0 · Total expenses $25K
0%
Personnel share
not reported
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Revenue growth -15%——

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2025 (Latest)$25K revenue · viewing · ⤓ 990 PDF
FY2024$30K revenue · ⤓ 990 PDF
FY2023$23K revenue · ⤓ 990 PDF
FY2022$90K revenue · ⤓ 990 PDF
FY2021$272K revenue · ⤓ 990 PDF
FY2020$23K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2025IRS
Classification, formation year, addressIRS Business Master File
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