Charity BreakdownCanadian charity filings, itemized

Fred and Jon Sherman & Family Foundation

Private foundation · Woodbridge, Ontario · BN 724614318RR0001 · Foundations

Every $100 spentFred and Jon Sherman & Family FoundationFiscal year ended December 31, 2024
Gifts to other charities$100
TOTAL$100
Registered

Source: T3010 return, FPE 2024-12-31. Split of total expenditures ($25,962,624) as filed with the CRA.

Fred and Jon Sherman & Family Foundation is a private foundation based in Woodbridge, Ontario, classified by the CRA under foundations. In its fiscal year ending December 31, 2024, it reported $24.1M in revenue and $26M in expenditures.

Its funding that year was roughly 83% from donations. In 2024, 2 other registered charities reported granting it a combined $6M.

Compared with 380 grantmaking charities of similar size, its share of spending on mission — charitable programs plus grants to other charities — ranked above 96% of peers.

As a grantmaker, it reported gifts to 4 qualified donees totalling $25.9M in 2024, the largest being $19.5M to UJA Federation of Greater Toronto. Its filed list of directors and trustees shows 3 names.

In its own words

The foundation receives accumulates and distributes funds to qualified donees as defined under the income tax act (canada) ('the act').

Ongoing-program description from its T3010 filing, verbatim.

The ledger, 20202024

YearRevenueSpendingProgramsFundraisingGifts outNet assets
2024$24.1M$26M$25.9M$32.1M
2023$19M$32.6M$32.6M$34M
2022$3M$934K$920K$47.6M
2021$9.5M$2.1M$2.1M$45.6M
2020$35.7M$470K$467K$38.2M

Revenue printed in red where the year ran a deficit. Fiscal years by period end.

Private foundation — endowment and payout, December 31, 2024

Held at year end$32.1M$32,093,012 in total assets
Given away$25.9Mto 4 charities
That is80.8%of what it holds
Where the money came from
  • Receipted donations$19,937,133
  • Other income$3,557,979
  • Investment income$557,750

This ratio is gifts made divided by total assets at year end. It is not the CRA disbursement quota, which is calculated on the average value of property not used in charitable activities and cannot be derived from these filings.

Money between charities, 2024

Granted $25.9M to 4 qualified donees:

Full grant ledger — every year

Received $6M from 2 charities:

As reported on the donors’ own T3010 qualified-donee schedules.

Directors & trustees (2024)

Jonathan Sherman (president); Fred Mercure (vice president); Adam Paulin (secretary-treasurer).

As listed on its 2024 return.

Check the source

Every figure on this page is from Fred and Jon Sherman & Family Foundation’s own T3010 filings, published by the Canada Revenue Agency. Verify against the CRA’s charities listing (search BN 724614318RR0001), or read how we compute the receipt.