SHARP FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SHARP FOUNDATION (EIN 51-6015093)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202003219349103015
- Schema version
- 2019v5.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T12:36:00-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN T FAY | PreparerPersonNm |
| PTIN | P00238846 | PTIN |
| Phone | 3026527729 | PhoneNum |
| Preparation | 2020-11-16 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 73.81.79.242 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-16 | IPDt |
| IP Tm | 13:35:48 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 2A53D6C95904E764F0D71D14AC95EA17EEC26173 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2A53D6C95904E764F0D71D14AC95EA17EEC26173 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,316,948 | 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 | $21,777 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $333 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $333 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $69,557 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $69,557 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $107,662 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $220,936 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $107,662 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,615 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,615 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $202,944 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $181,167 | 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 | $8,335 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,335 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $9,364 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $452 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $452 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,151 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,787 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $79,865 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $79,865 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $98,016 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,787 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $79,865 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $104,928 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $172,380 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $215,750 | CashBOYAmt |
| Cash EOY | $142,384 | CashEOYAmt |
| Cash EOYFMV | $142,384 | CashEOYFMVAmt |
| Other Investments BOY | $1,588,766 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,751,596 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,174,564 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,804,516 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,893,980 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,316,948 | 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 | $1,804,516 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,893,980 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,804,516 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,893,980 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,804,516 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,893,980 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,804,516 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $104,928 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,909,444 | SubtotalAmt |
| Other Decreases | $15,464 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,893,980 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| ANHEUSER BUSCH | 2018-06-05 | 2019-12-13 | $20,097 | $25,002 | -$4,905 | -$4,905 | |
| CITIGROUP PREF | 2016-02-18 | 2019-02-21 | $47,500 | $50,837 | -$3,337 | -$3,337 | |
| INVESCO QQQ | 2016-01-21 | 2019-12-13 | $19,869 | $9,949 | $9,920 | $9,920 | |
| ETRACS WELLS FARGO | 2017-12-21 | 2019-08-06 | $22,982 | $25,381 | -$2,399 | -$2,399 | |
| DOW | 1967-10-26 | 2019-12-02 | $99,134 | $2,105 | $97,029 | $97,029 | |
| CAPITAL GAINS DIVIDENDS | $11,354 | $11,354 | $11,354 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $107,662 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $83,575 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,674,736 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049903 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $90,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,714,161 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052504 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $65,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,267,071 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051299 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $60,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,156,223 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051893 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $66,349 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,216,417 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.054545 | DistributionYr5Rt |
| Total Distribution | 0.260144 | TotalDistributionRt |
| Average Distribution | 0.052029 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,947,537 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $101,328 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,724 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $103,052 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $79,865 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,448 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,448 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,448 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,560 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $2,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,060 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,612 | OverpaymentAmt |
| Applied To ES Tax | $4,612 | 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 | $1,837,283 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $139,912 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,977,195 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,977,195 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,658 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,947,537 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $97,377 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $97,377 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,448 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,448 | TotalTaxAmt |
| Distributable Before Adj | $93,929 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $93,929 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $93,929 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $79,865 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $79,865 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $79,865 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $93,929 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $6,830 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,908 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,820 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,257 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,362 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $26,177 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $79,865 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $79,865 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $14,064 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $14,064 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $12,113 | 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 | $12,113 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $1,494 | ExcessFromYear3Amt |
| Excess From Year2 | $5,257 | ExcessFromYear2Amt |
| Excess From Year1 | $5,362 | ExcessFromYear1Amt |
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 |
|---|---|---|---|---|---|---|
| BOCA GRANDE HEALTH CLINIC FOUNDATION INC | ||||||
| PO BOX 2340 | BOCA GRANDE | FM | 33921 | PF | ASSIST WITH FINANCIAL HELP IN THEIR NON-PROFIT NEEDS. | $5,500 |
| 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 | $3,000 |
| DELAWARE MUSEUM OF NATURAL HISTORY | ||||||
| PO BOX 3937 | WILMINGTON | DE | 19807 | PC | ASSIST WITH FINANCIAL HELP IN THEIR NON-PROFIT NEEDS | $1,000 |
| 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 |
| 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 | $500 |
| HISTORIC ODESSA FOUNDATION | ||||||
| PO BOX 697 | ODESSA | DE | 19730 | PF | ASSIST WITH FINANCIAL HELP IN THEIR NON-PROFIT NEEDS. | $26,000 |
| 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 |
| 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 |
| 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. | $3,500 |
| 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 NEEDSASSIST WITH FINANCIAL NEED. | $250 |
| WILD EARTH ALLIES | ||||||
| 2 WISCONSIN CIRCLE | CHEVY CHASE | MD | 20815 | PC | ASSIST WITH FINANCIAL HELP IN THEIR NON-PROFIT NEEDS | $500 |
| PLANNED PARENTHOOD - NATIONAL BRANCH | ||||||
| 123 WILLIAM ST | NEW YORK | NY | 10038 | PC | ASSIST WITH FINANCIAL HELP IN THEIR NON-PROFIT NEEDS | $5,000 |
| KENNETT LIBRARY | ||||||
| 216 E STATE ST | KENNETT SQUARE | PA | 19348 | PC | ASSIST WITH FINANCIAL HELP IN THEIR NON-PROFIT NEEDS | $200 |
| EASTERN SHORE LAND CONSERVANCY | ||||||
| 114 S WASHINGTON ST | EASTON | MD | 21601 | PC | ASSIST WITH FINANCIAL HELP IN THEIR NON-PROFIT NEEDS | $100 |
| AMERICAN RED CROSS | ||||||
| 2221 CHESTNUT ST | PHILADELPHIA | PA | 19103 | PC | ASSIST WITH FINANCIAL HELP IN THEIR NON-PROFIT NEEDS | $200 |
| WINTERTHUR MUSEUM | ||||||
| 5105 KENNETT PIKE | WILMINGTON | DE | 19807 | PC | ASSIST WITH FINANCIAL HELP IN THEIR NON-PROFIT NEEDS | $165 |
| ST PAUL'S SCHOOL | ||||||
| 325 PLEASANT ST | CONCORD | NH | 03301 | PC | ASSIST WITH FINANCIAL HELP IN THEIR NON-PROFIT NEEDS | $1,000 |
| PRIMITIVE HALL FOUNDATON | ||||||
| 830 N CHATHAM RD | WEST GROVE | PA | 19390 | PF | ASSIST WITH FINANCIAL HELP IN THEIR NON-PROFIT NEEDS | $250 |
| LA COMUNIDAD HISPANA | ||||||
| 731 W CYPRESS ST | KENNETT SQUARE | PA | 19348 | PC | ASSIST WITH FINANCIAL HELP IN THEIR NON-PROFIT NEEDS | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $79,865 | 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 | $333 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $69,557 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $3,615 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $107,662 | 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 | $181,167 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $181,167 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | DONNAN SHARP | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $300,378 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 2718 S DOW $147,5331750S MERCH $152,845 | NoncashPropertyDesc |
| Fair Market Value | $300,378 | FairMarketValueAmt |
| Received | 2019-08-01 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $8,335 | Amt |
| Net Investment Income | $8,335 | 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 | $1,751,596 | BookValueAmt |
| EOYFMV | $2,174,564 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR YEAR BASIS ADJUSTMENT | Desc |
| Amt | $15,464 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UBS CHARGES | Desc |
| Revenue And Expenses Per Books | $452 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $452 | 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 | $3,615 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,615 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,615 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2018 EXCISE TAX | $2,989 | $0 | $0 |
| ESTIMATED TAX | $5,560 | $0 | $0 |
| FOREIGN TAX | $815 | $0 | $0 |
Comments