Civic Intelligence

The Shermon C Burgess Foundation In

EIN 59-3680441 • Jacksonville, FL

4815 Maid Marion LaneJacksonville, FL 32210
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2025

Liabilities / Revenue

66th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2025

Net Margin

71st percentile

17%

Higher net margin than 71% of similar nonprofits.

<$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

<$500k nonprofits • Source year 2025

Asset Growth

62nd percentile

3.1%

Faster asset growth than 62% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

44th percentile

-6.5%

Faster revenue growth than 44% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$186,397

Up $5,692 (+3.1%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$186,397

Up $5,692 (+3.1%) from 2024

Operations
Liabilities / Revenue66th percentileNet Margin71st percentile

Revenue

Down

$34,400

Down $2,395 (-6.5%) from 2024

Expenses

Down

$28,708

Down $1,935 (-6.3%) from 2024

Net Income

Down

$5,692

Down $460 (-7.5%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth62nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2010: $145,832Liabilities 2010: $0Net Assets 2010: $145,8322010Assets 2011: $151,676Liabilities 2011: $0Net Assets 2011: $151,6762011Assets 2012: $155,356Liabilities 2012: $02012Assets 2013: $154,933Liabilities 2013: $0Net Assets 2013: $154,9332013Assets 2014: $153,819Liabilities 2014: $0Net Assets 2014: $153,8192014Assets 2015: $158,419Liabilities 2015: $0Net Assets 2015: $158,4192015Assets 2016: $159,079Liabilities 2016: $0Net Assets 2016: $159,0792016Assets 2017: $157,619Liabilities 2017: $0Net Assets 2017: $157,6192017Assets 2018: $162,982Liabilities 2018: $0Net Assets 2018: $162,9822018Assets 2019: $157,754Liabilities 2019: $0Net Assets 2019: $157,7542019Assets 2020: $161,338Liabilities 2020: $0Net Assets 2020: $161,3382020Assets 2021: $164,014Liabilities 2021: $0Net Assets 2021: $164,0142021Assets 2022: $165,484Liabilities 2022: $0Net Assets 2022: $165,4842022Assets 2023: $174,553Liabilities 2023: $0Net Assets 2023: $174,5532023Assets 2024: $180,705Liabilities 2024: $0Net Assets 2024: $180,7052024Assets 2025: $186,397Liabilities 2025: $0Net Assets 2025: $186,3972025

Highlighted filing

2025

Assets$186,397
Liabilities$0
Net Assets$186,397
Open 2025 Filing

Operations Trend

Revenue Growth44th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40K$20K$0-$20KExpenses 2010: $11,4232010Expenses 2011: $16,6932011Revenue 2012: $22,402Expenses 2012: $18,722Net Income 2012: $3,6802012Revenue 2013: $27,987Expenses 2013: $28,410Net Income 2013: -$4232013Revenue 2014: $29,158Expenses 2014: $30,272Net Income 2014: -$1,1142014Revenue 2015: $30,202Expenses 2015: $23,773Net Income 2015: $6,4292015Revenue 2016: $31,585Expenses 2016: $30,925Net Income 2016: $6602016Revenue 2017: $12,462Expenses 2017: $13,922Net Income 2017: -$1,4602017Revenue 2018: $17,299Expenses 2018: $11,936Net Income 2018: $5,3632018Revenue 2019: $3,931Expenses 2019: $9,159Net Income 2019: -$5,2282019Revenue 2020: $14,099Expenses 2020: $10,515Net Income 2020: $3,5842020Revenue 2021: $25,945Expenses 2021: $23,269Net Income 2021: $2,6762021Revenue 2022: $20,654Expenses 2022: $20,534Net Income 2022: $1202022Revenue 2023: $39,566Expenses 2023: $30,497Net Income 2023: $9,0692023Revenue 2024: $36,795Expenses 2024: $30,643Net Income 2024: $6,1522024Revenue 2025: $34,400Expenses 2025: $28,708Net Income 2025: $5,6922025

Highlighted filing

2025

Revenue$34,400
Expenses$28,708
Net Income$5,692
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$186,397
Liabilities
$0
Net assets
$186,397
Revenue
$34,400
Expenses
$28,708
Net income
$5,692
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.34$0.29$0.06
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.81$0.00$1.81$0.37$0.31$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.75$0.00$1.75$0.40$0.30$0.09
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.65$0.00$1.65$0.21$0.21$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.26$0.23$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.14$0.11$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.58$0.00$1.58$0.04$0.09$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.17$0.12$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.58$0.00$1.58$0.12$0.14$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.59$0.00$1.59$0.32$0.31$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.30$0.24$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.29$0.30$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.28$0.28$0.00
2012Summary only. Only limited summary data is available for this year.$1.55$0.00$0.22$0.19$0.04
2011Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.17
2010Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Feb 11, 2026
Return Version
2025v4.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHERMON C BURGESSIncorporator-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBILLY GRAHAM MINISTRIESSUPPORT-CHARLOTTE, NC, US$15,000
Paid GrantORTEGA METHODIST CHURCHSUPPORT-JACKSONVILLE, FL, US$10,000
Paid GrantBETHEL PERPETUAL CEREMONY FUNDSUPPORT-JACKSONVILLE, FL, US$3,000
Filing and Contact Details

Filer

Filer Name
The Shermon C Burgess
EIN
59-3680441
Address
4815 MAID MARION LANE, JACKSONVILLE, FL 32210

Signing Officer

Name
Shermon C Burgess
Title
Incorporator
Signed
2026-02-11

Preparer

Firm
Dg Perry Pllc
Address
100 OLD ORANGE PARK ROAD, ORANGE PARK, FL 32073
Preparer
Steven W Conner CPA
Phone
9042697077
Raw XML Appendix224 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt0550
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0INDIRECT ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0550
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt06400
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt06400
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt06400
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0550
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0550
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt06400
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt028000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt028000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt028000
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt05692
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt06400
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt06400
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt06400
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt05778
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt072
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0158
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt06400
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt028000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0622
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt028708
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt06400
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt034400
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0622
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0708
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt05692
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0186397
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0180705
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0186397
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt07106
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt07106
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt07106
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt07186
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt080
IRS990PF/DistributableAmountGrp/TotalTaxAmt080
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt080
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt080
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt080
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt080
IRS990PF/FMVAssetsEOYAmt0186397
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0180705
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0186397
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0180705
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0186397
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0186397
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0180705
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0186397
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0186397
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0180705
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0186397
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0180705
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0186397
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0145902
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0145902
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02189
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt07186
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0143713
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0145902
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SHERMON C BURGESS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0INCORPORATOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt04815 MAID MARION LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0JACKSONVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd032210
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt028000
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt028000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0SHERMON BURGESS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt04815 MAID MARION LANE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0JACKSONVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd032210
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum09048603676
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt015000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BILLY GRAHAM MINISTRIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1BETHEL PERPETUAL CEREMONY FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2ORTEGA METHODIST CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd2NC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt24807 ROOSEVELT BLVD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1JACKSONVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2JACKSONVILLE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt07106
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt021338
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt021684
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt011888
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt022200
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02199
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02199
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt098004
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt020894
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt021338
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt021684
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt011888
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt022200
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt028000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt020894
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0100203
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt079309
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0SHERMON BURGESS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt04815 MAID MARION LANE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0JACKSONVILLE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd032210
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt028000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
TaxesSchedule/TaxesDetail/Amt061
TaxesSchedule/TaxesDetail/Amt111
TaxesSchedule/TaxesDetail/Amt286
TaxesSchedule/TaxesDetail/CategoryTxt0ANNUAL REPORT
TaxesSchedule/TaxesDetail/CategoryTxt1BANK CHARGES
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt061
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt111
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SHERMON C BURGESS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0INCORPORATOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SHERMON C BURGESS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SHER
ReturnHeader/Filer/EIN0593680441
ReturnHeader/Filer/USAddress/AddressLine1Txt04815 MAID MARION LANE
ReturnHeader/Filer/USAddress/CityNm0JACKSONVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032210
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0833033790
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DG PERRY PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 OLD ORANGE PARK ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ORANGE PARK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032073
ReturnHeader/PreparerPersonGrp/PhoneNum09042697077
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN W CONNER CPA
ReturnHeader/ReturnTs02026-02-17T14:02:44-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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