SHARIFI FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
SHARIFI FAMILY FOUNDATION (EIN 33-2399751)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-13
IRS object ID
202641339349103219
Schema version
2025v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-13T13:44:04-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line19801 WASHINGTONIAN BLVD STE 500AddressLine1Txt
CityGAITHERSBURGCityNm
State AbbreviationMDStateAbbreviationCd
ZIP20878ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN332399751EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SHARIFI FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSHARBusinessNameControlTxt
Phone7034036979PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18605 LANCIA CTAddressLine1Txt
CityMCLEANCityNm
State AbbreviationVAStateAbbreviationCd
ZIP221022202ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGHASSEM SHARIFIPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7034036979PhoneNum
Signature2026-05-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGABRIELLE KAUFMANPreparerPersonNm
PTINP00890936PTIN
Phone3012963600PhoneNum
Preparation2026-05-12PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$10,325,516FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$119InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$119InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$377,176DividendsRevAndExpnssAmt
Dividends Net Invst Incm$377,176DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$644,954NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,191,494GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$644,954CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,022,249TotalRevAndExpnssAmt
Total Net Invst Incm$1,022,249TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,900AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,950AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,950AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$10,000OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$10,000OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$13,900TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$11,950TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,950TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$750,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$750,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$763,900TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$11,950TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$751,950TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$258,349ExcessRevenueOverExpensesAmt
Net Investment Income$1,010,299NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$10,000,000SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$6,018,651SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$6,018,651SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$0CorporateStockBOYAmt
Corporate Stock EOY$3,720,154CorporateStockEOYAmt
Corporate Stock EOYFMV$3,806,865CorporateStockEOYFMVAmt
Other Investments BOY$0OtherInvestmentsBOYAmt
Other Investments EOY$500,000OtherInvestmentsEOYAmt
Other Investments EOYFMV$500,000OtherInvestmentsEOYFMVAmt
Total Assets BOY$10,000,000TotalAssetsBOYAmt
Total Assets EOY$10,238,805TotalAssetsEOYAmt
Total Assets EOYFMV$10,325,516TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$10,000,000RetainedEarningBOYAmt
Retained Earning EOY$10,238,805RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$10,000,000TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$10,238,805TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$10,000,000TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$10,238,805TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$10,000,000TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$258,349ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$10,258,349SubtotalAmt
Other Decreases$19,544OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$10,238,805TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIES - STPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$4,191,494GrossSalesPriceAmt
Cost Or Other Basis$3,546,540CostOrOtherBasisAmt
Gain Or Loss$644,954GainOrLossAmt
Gains Minus Excess Or Losses$644,954GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$644,954CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$14,043InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$14,043SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$14,043TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$718EsPenaltyAmt
Tax Due$14,761TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateVAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksGHASSEM SHARIFIIndividualWithBooksNm
Phone7034036979PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line18605 LANCIA CTAddressLine1Txt
CityMCLEANCityNm
State AbbreviationVAStateAbbreviationCd
ZIP221022202ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GHASSEM SHARIFI
8605 LANCIA CTMCLEANVA221022202TRUSTEE0.10$0$0$0
SASHA SHARIFI
8605 LANCIA CTMCLEANVA221022202TRUSTEE0.10$0$0$0
BOBAK SHARIFI
8605 LANCIA CTMCLEANVA221022202TRUSTEE0.10$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,265,952AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$9,031,923AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$20,833FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$10,318,708TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$10,318,708AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$154,781CashDeemedCharitableAmt
Net Vl Noncharitable Assets$10,163,927NetVlNoncharitableAssetsAmt
Minimum Investment Return$508,196MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$508,196MinimumInvestmentReturnAmt
Tax Based On Investment Income$14,043TaxBasedOnInvestmentIncomeAmt
Total Tax$14,043TotalTaxAmt
Distributable Before Adj$494,153DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$494,153DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$494,153DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$751,950ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$751,950QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$494,153DistributableAsAdjustedAmt
Undistributed Income PY$13,494UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$751,950QualifyingDistributionsAmt
Applied To Year1$13,494AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$494,153AppliedToCurrentYearAmt
Remaining Distri From Corpus$244,303RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$244,303TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$244,303ExcessDistriCyovToNextYrAmt
Excess From Current Year$244,303ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerGHASSEM SHARIFIContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
XAVIER FOUNDATION
1000 WOODBURY ROAD SUITE 109WOODBURYNY11797N/APCGENERAL PROGRAM AND SUPPORT$350,000
MISSION MACHINE INC
PO BOX 702SEARCTYAR72145N/APCGENERAL PROGRAM AND SUPPORT$50,000
SHE BELIEVES INC
27 PUEBLO CTMORGANVILLENJ07751N/APCGENERAL PROGRAM AND SUPPORT$100,000
INOVA HEALTH SYSTEMS FOUNDATION
8095 INNOVATION PARK DRFAIRFAXVA22031N/APCGENERAL PROGRAM AND SUPPORT$250,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$750,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$119ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$377,176ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$644,954ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,022,249ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,022,249TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,900Amt
Net Investment Income$1,950NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,950DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CIRCLE INTERNET GROUP, INC.$330,397$334,375
MARVELL TECHNOLOGY INC$684,572$811,550
MS CBEN NVDA UW$500,000$506,250
NVIDIA CORP$785,612$834,250
UNITED HEALTH GROUP INC$1,419,573$1,320,440

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or Item270 GROWTH PARTNERS IV SPV (OFFSHORE), LPCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$500,000BookValueAmt
EOYFMV$500,000EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescTIMING DIFFERENCEDesc
Amt$19,544Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescORIGINATION FEESDesc
Revenue And Expenses Per Books$10,000RevenueAndExpensesPerBooksAmt
Net Investment Income$10,000NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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