Daniel Sherman 9TH CL

Private foundation · Grantmaker Dallas, TX EIN: 05-6019445

Daniel Sherman 9TH CL is a private foundation, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.3M in total assets. In 2025, it awarded 2 grants totaling $71K. Net investment income was $123K.

Daniel Sherman 9TH CL at a glance

In short: Daniel Sherman 9TH CL gave $71K across 2 grants in 2025 (avg $36K), mostly in Rhode Island. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$71,038
+13.5% vs 2024
Grants made (2025)
2
+0.0% vs 2024
Average grant
$35,519
+13.5% vs 2024
Median grant
$35,519
Total assets
$1,251,172
+3.3% vs 2024
Primary geography
Rhode Island (100% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated September 2026.

Who Daniel Sherman 9TH CL funds

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

Wakefield Baptist Church: $57KWakefield Baptist Church$57KSouth County Hospital: $14KSouth County Hospital$14K

The largest 2025 recipient was Wakefield Baptist Church ($57K). Together the top 2 received $71K.

Grant Size Distribution

10 grants across all recorded years

7<$50K3$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 7 grants of 10 (70%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2025 grant dollars across all 2 itemized grants.

States

Cities

Wakefield

How Daniel Sherman 9TH CL gives

  • Giving held roughly steady from 2022 to 2025 (+1%). Method
  • In 2025 it paid out 102% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K$80K2 grants2019 2 grants2020 2 grants2021 2 grants2022 2 grants2023 2 grants2024 2 grants2025

From 2019 to 2025, annual grant giving ranged from $47K (2023) to $71K (2025). In 2025 it made 2 grants totaling $71K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Wakefield Baptist Church Wakefield, RIUnrestricted General$56,829
South County Hospital Wakefield, RIUnrestricted General$14,209
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$1,251,172$138,574$98,531$71,0382$80,337$122,630$78,477
2024$1,210,701$125,750$86,012$62,5762$71,064$109,951$72,260
2023$1,172,242$36,231$67,230$46,5472$54,204$19,485$65,554
2022$1,203,695$-29,910$97,993$70,3582$78,390$10,815$67,284
2021$1,331,468$271,919$87,532$62,2042$71,195$255,319$75,167
2020$1,145,635$92,256$84,223$62,5582—$79,575$64,608
2019$1,137,523$70,307$69,807$50,3402—$61,230$63,247

Under IRS private-foundation payout rules, Daniel Sherman 9TH CL reported a distributable amount of $78K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Daniel Sherman 9TH CL's only listed officer is Bank Of America, Trustee on every filing since 2019 (compensated).

Officers on the 2025 filing

  • Bank Of America

    Trustee

    On filings since 2019

    1 hr/week

    $17K (2019) → $22K (2025)

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Bank of America — Trustee: $22KBank of AmericaTrustee$22K

The highest reported compensation on the 2025 filing was $22K, to Bank of America (Trustee).

Frequently asked questions about Daniel Sherman 9TH CL

How much does Daniel Sherman 9TH CL give each year?

Daniel Sherman 9TH CL gave $71K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $63K across 2 grants.

How large is Daniel Sherman 9TH CL?

Daniel Sherman 9TH CL reported $1.3M in total assets on its 2025 IRS Form 990-PF. It paid out $80K in qualifying distributions that year, against a required minimum of $78K (roughly 5% of its investment assets).

Where does Daniel Sherman 9TH CL operate?

Daniel Sherman 9TH CL has awarded grants in Rhode Island.

What is Daniel Sherman 9TH CL's EIN?

Daniel Sherman 9TH CL's EIN (Employer Identification Number) is 05-6019445. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

Data update history

(7)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 10, 2025)
  2. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 30, 2026)
  3. Added Form 990-PF for fiscal year 2019 (received by the IRS April 23, 2020)
  4. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 15, 2021)
  5. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 19, 2022)
  6. Updated Form 990-PF for fiscal year 2022 (received by the IRS April 26, 2023)
  7. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 24, 2024)

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Daniel Sherman 9TH CL's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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