SHARP FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SHARP FOUNDATION (EIN 51-6015093)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-17
- IRS object ID
- 202121379349100512
- Schema version
- 2020v4.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-17T09:12:58-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 510405365 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HRS REAL ESTATE LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3779 | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19807 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 516015093 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHARP FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHAR | BusinessNameControlTxt |
| Phone | 3026527729 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3779 | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19807 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | H RODNEY SHARP III | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3026527729 | PhoneNum |
| Signature | 2021-05-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | H | PersonFirstNm |
| Person Last | RODNEY SHARP III | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN T FAY | PreparerPersonNm |
| PTIN | P00238846 | PTIN |
| Phone | 3026527729 | PhoneNum |
| Preparation | 2021-05-17 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,219,318 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,138 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,138 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $55,384 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $55,384 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$9,374 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $333,024 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,057 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,057 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $48,205 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $57,579 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,375 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,375 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,952 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,723 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,723 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,050 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,098 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $112,520 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $112,520 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $120,570 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,098 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $112,520 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$72,365 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $52,481 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $142,384 | CashBOYAmt |
| Cash EOY | $66,199 | CashEOYAmt |
| Cash EOYFMV | $66,199 | CashEOYFMVAmt |
| Other Investments BOY | $1,751,596 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,774,070 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,153,119 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,893,980 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,840,269 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,219,318 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,893,980 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,840,269 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,893,980 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,840,269 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,893,980 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,840,269 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,893,980 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$72,365 | ExcessRevenueOverExpensesAmt |
| Other Increases | $18,654 | OtherIncreasesAmt |
| Subtotal | $1,840,269 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,840,269 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| UBS 5442 LT COVERED | P | $52,500 | $53,979 | -$1,479 | -$1,479 | ||
| UBS 6841 ST COVERED | P | $2,831 | $2,817 | $14 | $14 | ||
| UBS 6841 LT COVERED | P | $38,755 | $47,963 | -$9,208 | -$9,208 | ||
| E-TRACS WELLS FARGO BUS DEV BDCS | P | $15,792 | $25,433 | -$9,641 | -$9,641 | 2017-12-21 | 2020-05-19 |
| UBS 6840 ST COVERED | P | $3,368 | $3,351 | $17 | $17 | ||
| UBS 6840 LT COVERED | P | $155,313 | $184,878 | -$29,565 | -$29,565 | ||
| UBS 5442 | P | $23,322 | $23,713 | -$391 | -$391 | ||
| MERCK & CO | P | $33,791 | $264 | $33,527 | $33,527 | 1959-09-29 | 2020-09-10 |
| CAPITAL GAINS DIVIDENDS | P | $7,352 | $7,352 | $7,352 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$9,374 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $729 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $729 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $729 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,612 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,612 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,883 | OverpaymentAmt |
| Applied To ES Tax | $3,883 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HRS REAL ESTATE LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3026527729 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3779 | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19807 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| H RODNEY SHARP III | ||||||||
| PO BOX 3779 | WILMINGTON | DE | 19807 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| H DONNAN SHARP | ||||||||
| PO BOX 3779 | WILMINGTON | DE | 19807 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| WILLIAM M W SHARP | ||||||||
| PO BOX 3779 | WILMINGTON | DE | 19807 | TREASURER | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,977,290 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $130,884 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,108,174 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,108,174 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,623 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,076,551 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $103,828 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $103,828 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $729 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $729 | TotalTaxAmt |
| Distributable Before Adj | $103,099 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $103,099 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $103,099 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $112,520 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $112,520 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $112,520 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $103,099 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $1,494 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,257 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,362 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $12,113 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $112,520 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $103,099 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,421 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $21,534 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $21,534 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,494 | ExcessFromYear4Amt |
| Excess From Year3 | $5,257 | ExcessFromYear3Amt |
| Excess From Year2 | $5,362 | ExcessFromYear2Amt |
| Excess From Current Year | $9,421 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | ||||||
| 2221 CHESTNUT ST | PHILADELPHIA | PA | 19103 | PC | ASSIST WITH FINANCIAL HELP IN THEIR NON-PROFIT NEEDS | $200 |
| BOCA GRANDE HEALTH CLINIC FOUNDATION INC | ||||||
| PO BOX 2340 | BOCA GRANDE | FM | 33921 | PF | ASSIST WITH FINANCIAL HELP IN THEIR NON-PROFIT NEEDS. | $5,000 |
| BOCA GRANDE ISLAND SCHOOL | ||||||
| PO BOX 1090 | BOCA GRANDE | FL | 33921 | PC | ASSIST WITH FINANCIAL HELP IN THEIR NON-PROFIT NEEDS. | $1,000 |
| BOYS & GIRLS CLUB OF DELAWARE | ||||||
| 669 S UNION ST | WILMINGTON | DE | 19805 | PC | ASSIST WITH FINANCIAL HELP IN THEIR NON-PROFIT NEEDS. | $5,000 |
| BRANDYWINE CONSERVANCY & MUSEUM OF ART | ||||||
| PO BOX 141 | CHADDS FORD | PA | 19317 | PC | ASSIST WITH FINANCIAL HELP IN THEIR NON-PROFIT NEEDS | $300 |
| BRANDYWINE RED CLAY ALLIANCE | ||||||
| 1760 UNIONVILLE-WAWASET ROAD | WEST CHESTER | PA | 19382 | PC | ASSIST WITH FINANCIAL HELP IN THEIR NON-PROFIT NEEDS | $100 |
| CHRISTIANA CARE HEALTH SYSTEM | ||||||
| 13 READS WAY | NEW CASTLE | DE | 19720 | PC | ASSIST WITH FINANCIAL HELP IN THEIR NON-PROFIT NEEDS | $2,500 |
| DELAWARE MUSEUM OF NATURAL HISTORY | ||||||
| PO BOX 3937 | WILMINGTON | DE | 19807 | PC | ASSIST WITH FINANCIAL HELP IN THEIR NON-PROFIT NEEDS | $500 |
| DELAWARE THREATRE COMPANY | ||||||
| 200 WATER STREET | WILMINGTON | DE | 19801 | PC | ASSIST WITH FINANCIAL HELP IN THEIR NON-PROFIT NEEDS | $250 |
| DELAWARE WILD LANDS INC | ||||||
| PO BOX 505 | ODESSA | DE | 19730 | PC | ASSIST WITH FINANCIAL HELP IN THEIR NON-PROFIT NEEDS | $5,250 |
| EASTERN SHORE LAND CONSERVANCY | ||||||
| 114 S WASHINGTON ST | EASTON | MD | 21601 | PC | ASSIST WITH FINANCIAL HELP IN THEIR NON-PROFIT NEEDS | $100 |
| ELEUTHERIAN MILLS RESIDENCE COMMITTEE | ||||||
| PO BOX 3630 | WILMINGTON | DE | 19807 | PC | ASSIST WITH FINANCIAL HELP IN THEIR NON-PROFIT NEEDS | $200 |
| GICIA | ||||||
| PO BOX 446 | BOCA GRANDE | FL | 33921 | PC | ASSIST WITH FINANCIAL HELP IN THEIR NON-PROFIT NEEDS. | $7,500 |
| HAGLEY | ||||||
| PO BOX 3630 | WILMINGTON | DE | 19807 | PC | ASSIST WITH FINANCIAL HELP IN THEIR NON-PROFIT NEEDS | $655 |
| HISTORIC ODESSA FOUNDATION | ||||||
| PO BOX 697 | ODESSA | DE | 19730 | PF | ASSIST WITH FINANCIAL HELP IN THEIR NON-PROFIT NEEDS. | $56,000 |
| HISTORICAL SOCIETY OF BOCA GRANDE | ||||||
| 170 PARK AVE | BOCA GRANDE | FL | 33921 | PC | ASSIST WITH FINANCIAL HELP IN THEIR NON-PROFIT NEEDS. | $1,000 |
| JOHNS HOPKINS | ||||||
| PO BOX 17045 | BALTIMORE | MD | 21297 | PC | ASSIST WITH FINANCIAL HELP IN THEIR NON-PROFIT NEEDS | $1,000 |
| KENNETT LIBRARY | ||||||
| 216 E STATE ST | KENNETT SQUARE | PA | 19348 | PC | ASSIST WITH FINANCIAL HELP IN THEIR NON-PROFIT NEEDS | $200 |
| LA COMUNIDAD HISPANA | ||||||
| 731 W CYPRESS ST | KENNETT SQUARE | PA | 19348 | PC | ASSIST WITH FINANCIAL HELP IN THEIR NON-PROFIT NEEDS | $250 |
| LIFETIME WELLS INTERNATIONAL | ||||||
| 17 B MOUNT PLEASANT DR | ASTON | PA | 19014 | PC | ASSIST WITH FINANCIAL HELP IN THEIR NON-PROFIT NEEDS | $500 |
| ODESSA FIRE COMPANY | ||||||
| PO BOX 26 | ODESSA | DE | 19730 | PC | ASSIST WITH FINANCIAL HELP IN THEIR NON-PROFIT NEEDS. | $500 |
| PLANNED PARENTHOOD | ||||||
| 123 WILLIAM ST | NEW YORK | NY | 10038 | PC | ASSIST WITH FINANCIAL HELP IN THEIR NON-PROFIT NEEDS | $5,000 |
| PRIMITIVE HALL FOUNDATON | ||||||
| 830 N CHATHAM RD | WEST GROVE | PA | 19390 | PF | ASSIST WITH FINANCIAL HELP IN THEIR NON-PROFIT NEEDS | $250 |
| SAVE | ||||||
| 101 EAST STREET ROAD | KENNETT SQUARE | PA | 19348 | PC | ASSIST WITH FINANCIAL HELP IN THEIR NON-PROFIT NEEDS. | $250 |
| STROUD WATER RESEARCH CENTER | ||||||
| 970 SPENCER ROAD | AVONDALE | PA | 19311 | PC | ASSIST WITH FINANCIAL HELP IN THEIR NON-PROFIT NEEDS. | $7,500 |
| THE JOHANN FUST LIBRARY FOUNDATION INC | ||||||
| PO BOX 309 | BOCA GRANDE | FM | 33921 | PF | ASSIST WITH FINANCIAL HELP IN THEIR NON-PROFIT NEEDS. | $2,500 |
| TOWER HILL SCHOOL | ||||||
| 2813 WEST 17TH ST | WILMINGTON | DE | 19806 | PC | ASSIST WITH FINANCIAL HELP IN THEIR NON-PROFIT NEEDS | $1,000 |
| UNIVERSITY OF DELAWARE- COLLEGE OF EARTH OCEAN | ||||||
| 85 EAST MAIN STREET | NEWARK | DE | 19716 | PC | ASSIST WITH FINANCIAL HELP IN THEIR NON-PROFIT NEEDS. | $5,000 |
| USET FOUNDATION INC | ||||||
| PO BOX 355 | GLADSTONE | NJ | 07934 | PF | ASSIST WITH FINANCIAL HELP IN THEIR NON-PROFIT NEEDS | $1,000 |
| WESTOVER SCHOOL | ||||||
| 1237 WHITTEMORE ROAD | MIDDLEBURY | CT | 06762 | PC | ASSIST WITH FINANCIAL HELP IN THEIR NON-PROFIT NEEDS. | $100 |
| WHYY | ||||||
| PO BOX 8500 | PHILADELPHIA | PA | 19178 | PC | ASSIST WITH FINANCIAL HELP IN THEIR NON-PROFIT NEEDS. | $250 |
| WILD EARTH ALLIES | ||||||
| 2 WISCONSIN CIRCLE | CHEVY CHASE | MD | 20815 | PC | ASSIST WITH FINANCIAL HELP IN THEIR NON-PROFIT NEEDS | $500 |
| WINTERTHUR MUSEUM | ||||||
| 5105 KENNETT PIKE | WILMINGTON | DE | 19807 | PC | ASSIST WITH FINANCIAL HELP IN THEIR NON-PROFIT NEEDS | $165 |
| LONDON GROVE MONTHLY MEETING | ||||||
| 500 WEST STREET ROAD | KENNETT SQUARE | PA | 19348 | PC | ASSIST WITH FINANCIAL HELP IN THEIR NON-PROFIT NEEDS | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $112,520 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,138 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $55,384 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,057 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$9,374 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $48,205 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $48,205 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | THE FOUNDATION INVESTS INTO INCOME PRODUCING INSTRUMENTS TO PROVIDE FUNDS FOR DISTRIBUTION. |
| 3 | THE FOUNDATION INVESTS INTO INCOME PRODUCING INSTRUMENTS TO PROVIDE FUNDS FOR DISTRIBUTION. |
| 7 | THE FOUNDATION INVESTS INTO INCOME PRODUCING INSTRUMENTS TO PROVIDE FUNDS FOR DISTRIBUTION. |
| 8 | THE FOUNDATION INVESTS INTO INCOME PRODUCING INSTRUMENTS TO PROVIDE FUNDS FOR DISTRIBUTION. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,375 | Amt |
| Net Investment Income | $3,375 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CORPORATE STOCK | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,774,070 | BookValueAmt |
| EOYFMV | $2,153,119 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UBS CHARGES | Desc |
| Revenue And Expenses Per Books | $1,723 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,723 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $1,057 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,057 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,057 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR YEAR BASIS ADJUSTMENT | Desc |
| Amt | $18,654 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2019 EXTENSION AMOUNT | $2,500 | $0 | $0 |
| FOREIGN TAX | $452 | $0 | $0 |
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