SHARP FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SHARP FOUNDATION (EIN 54-1526891)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-28
- IRS object ID
- 202033029349100603
- Schema version
- 2019v5.0
- 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
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-28T07:11:33-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541526891 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SHARP FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHAR | BusinessNameControlTxt |
| Phone | 8043270710 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 42333 | AddressLine1Txt |
| City | Henrico | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23242 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | James P Karides | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2020-10-28 | SignatureDt |
| 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 | $1,900,646 | 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 | $493,466 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $746 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $746 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $43,488 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $43,488 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $481,033 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $503,951 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $481,033 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,018,735 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $525,267 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $25 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $25 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $92 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $92 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $39,142 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $14,993 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $683 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $14,310 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $54,252 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $683 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,427 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,097,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,097,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,151,752 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $683 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,111,927 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$133,017 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $524,584 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $381,928 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $165,677 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $165,677 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $2,171,760 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,734,969 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,734,969 | OtherInvestmentsEOYFMVAmt |
| Other Assets EOY | $2 | OtherAssetsEOYAmt |
| Total Assets BOY | $2,553,688 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,900,648 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,900,646 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,553,688 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,900,648 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,553,688 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,900,648 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,553,688 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,900,648 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,553,688 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$133,017 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,420,671 | SubtotalAmt |
| Other Decreases | $520,023 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,900,648 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 3802 avalara inc | P | 2011-04-15 | 2019-05-30 | $280,722 | $8,364 | $272,358 | $272,358 |
| 2588 avalara inc | P | 2011-08-30 | 2019-08-27 | $223,229 | $14,554 | $208,675 | $208,675 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $481,033 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,150,880 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $240,779 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 4.77982 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,066,047 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $94,810 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 11.24404 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $553,687 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $385,183 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.43747 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,516,646 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,282,346 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.54080 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,983,009 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,179,754 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.38284 | DistributionYr5Rt |
| Total Distribution | 19.384960 | TotalDistributionRt |
| Average Distribution | 3.876992 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,218,030 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $8,599,285 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,246 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $8,604,531 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,111,927 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,492 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $10,492 | SubtotalAmt |
| Tax Based On Investment Income | $10,492 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $31,979 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $31,979 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $21,487 | OverpaymentAmt |
| Applied To ES Tax | $21,487 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES P KARIDES CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8046013090 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 42333 | AddressLine1Txt |
| City | RICHMOND VA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 232422333 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|
| Cheryl R Jennings | ||||||
| po box 42333 | richmond | VA | 232422333 | Secretary | 1.00 | $0 |
| Sherry A Sharp | ||||||
| po box 42333 | richmond | VA | 232422333 | President | 1.00 | $0 |
| James P Karides | ||||||
| PO Box 42333 | RICHMOND | VA | 232422333 | Treasurer | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,132,368 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $119,439 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,251,807 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,251,807 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $33,777 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,218,030 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $110,902 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $110,902 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,492 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,492 | TotalTaxAmt |
| Distributable Before Adj | $100,410 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $100,410 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $100,410 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,111,927 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,111,927 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,111,927 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $100,410 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,725,193 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,403,565 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $534,636 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,061,332 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,163,660 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,888,386 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,111,927 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $100,410 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,011,517 | RemainingDistriFromCorpusAmt |
| Total Corpus | $8,899,903 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,725,193 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,174,710 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,403,565 | ExcessFromYear4Amt |
| Excess From Year3 | $534,636 | ExcessFromYear3Amt |
| Excess From Year2 | $1,061,332 | ExcessFromYear2Amt |
| Excess From Year1 | $1,163,660 | ExcessFromYear1Amt |
| Excess From Current Year | $1,011,517 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE ATTACHED SCHEDULE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE ATTACHED SCHEDULE | AddressLine1Txt |
| City | Richmond | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23242 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | n/a | RecipientRelationshipTxt |
| Recipient Foundation Status | 501(c)(3) | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | See Attached | GrantOrContributionPurposeTxt |
| Amt | $1,097,500 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,097,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $746 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $43,488 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $481,033 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $44,236 | ExclusionAmt |
| Related Or Exempt Function Incm | $481,033 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $525,269 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| SHERRY C SHARP | ||||||
| 1 | PO BOX 42333 | RICHMOND | VA | 232422333 | $271,881 | Yes (X) |
| SHERRY A SHARP | ||||||
| 2 | PO BOX 42333 | RICHMOND | VA | 232422333 | $221,585 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 3802 shares Avalara Inc | $271,881 | 2019-05-30 |
| 2 | 2588 shares Avalara Inc | $221,585 | 2019-08-27 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SOFTWARE FILING FEES | CategoryTxt |
| Amt | $92 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $92 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| WHITEHALL REAL ESTATE LP XIII | AT COST | ||
| MSILF Treasury Port Inst | AT COST | $1,734,969 | $1,734,969 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL EXPENSES | CategoryTxt |
| Legal Fees | $25 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $25 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rounding | Desc |
| EOY Book Value | $2 | EOYBookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| book tax difference between whitehall book and tax basis | $49,476 |
| stock basis differences between fmv and original donor basis | $470,547 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| domain name expense | $318 | $318 | |
| outside contract services | $13,936 | $13,936 | |
| supplies | $56 | $56 | |
| WHITEHALL RE LP XIII | $683 | $683 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $2 | RevenueAndExpensesPerBooksAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | federal excise tax | CategoryTxt |
| Amt | $39,142 | Amt |
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