THE SHARP FAMILY FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE SHARP FAMILY FOUNDATION INC (EIN 59-3302952)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-04-15
- IRS object ID
- 201431059349100713
- Schema version
- 2013v3.1
- 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
- Compensation Explanation
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-04-15T12:46:06-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCDONALD & OSBORNE PA | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9120 CORSEA DEL FONTANA WAY | AddressLine1 |
| City | NAPLES | City |
| State | FL | State |
| ZIP Code | 341094395 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593302952 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SHARP FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHAR | BusinessNameControlTxt |
| Phone | 2395668730 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4264 MONTALVO COURT | AddressLine1 |
| City | NAPLES | City |
| State | FL | State |
| ZIP Code | 34109 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | W BARTON SHARP | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2395668730 | PhoneNum |
| Signature | 2014-04-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LARRY A MCDONALD CPA | PreparerPersonNm |
| PTIN | P00414995 | PTIN |
| Phone | 2392548161 | PhoneNum |
| Preparation | 2014-04-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,105,384 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $3 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $18,546 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,546 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $18,546 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $82,485 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $235,231 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $2,497 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,497 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $2,497 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $103,531 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $21,046 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $21,046 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $1,602 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $750 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $6,565 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $236 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $11,739 | TravConfMeetingRevAndExpnssAmt |
| Printing And Pub Rev And Expnss | $555 | PrintingAndPubRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $78 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $21,525 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $90,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $90,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $111,525 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $90,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,994 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,046 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $21,046 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,753 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $136,055 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $136,055 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock EOY | $578,276 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $969,329 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,753 | TotalAssetsBOYAmt |
| Total Assets EOY | $714,331 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,105,384 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $107,741 | CapitalStockBOYAmt |
| Capital Stock EOY | $107,741 | CapitalStockEOYAmt |
| Retained Earning BOY | -$104,988 | RetainedEarningBOYAmt |
| Retained Earning EOY | $606,590 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,753 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $714,331 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,753 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $714,331 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,753 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,994 | ExcessRevenueOverExpensesAmt |
| Other Increases | $719,572 | OtherIncreasesAmt |
| Subtotal | $714,331 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $714,331 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Net Vl Noncharitable Assets Yr1 | $2,727 | NetVlNoncharitableAssetsYr1Amt |
| Net Vl Noncharitable Assets Yr2 | $2,961 | NetVlNoncharitableAssetsYr2Amt |
| Net Vl Noncharitable Assets Yr3 | $3,942 | NetVlNoncharitableAssetsYr3Amt |
| Net Vl Noncharitable Assets Yr4 | $4,741 | NetVlNoncharitableAssetsYr4Amt |
| Net Vl Noncharitable Assets Yr5 | $5,291 | NetVlNoncharitableAssetsYr5Amt |
| Net Vl Noncharitable Assets | $1,070,952 | NetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $210 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $210 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $90,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $210 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $210 | SubtotalAmt |
| Tax Based On Investment Income | $210 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $210 | TaxDueAmt |
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 | FL | 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 |
| Individual With Books | W BARTON SHARP | IndividualWithBooksNm |
| Phone | 2395668730 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4264 MONTALVO CT | AddressLine1 |
| City | NAPLES | City |
| State | FL | State |
| ZIP Code | 34109 | ZIPCode |
| 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 |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WILLIAM BARTON SHARP | ||||||||
| 4264 MONTALVO COURT | NAPLES | FL | 34109 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| PHYLLIS SHARP | ||||||||
| 4264 MONTALVO COURT | NAPLES | FL | 34109 | SECRETARY/TR | 4.00 | $0 | $0 | $0 |
| MARGARET RUFFALO | ||||||||
| 1456 PARKSIDE DRIVE | BOLINGBROOK | IL | 60490 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| HARMON SHARP | ||||||||
| 318 NORLICK DRIVE | BRYAN | OH | 43506 | VICE PRESIDE | 1.00 | $0 | $0 | $0 |
| CATHERINE SHARP | ||||||||
| 4264 MONTALVO COURT | NAPLES | FL | 34109 | DIRECTOR | 1.00 | $0 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,034,978 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $52,283 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,087,261 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,087,261 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,309 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,070,952 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $53,548 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $53,548 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $210 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $210 | TotalTaxAmt |
| Distributable Before Adj | $53,338 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $53,338 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $53,338 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $90,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $90,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $210 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $89,790 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $53,338 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $90,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $53,338 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $36,662 | RemainingDistriFromCorpusAmt |
| Total Corpus | $36,662 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $36,662 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $36,662 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2 | Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|---|
| HOPE LODGE AMERICAN CANCER SOCIETY | |||||||||
| HOPE LODGE AMERICAN CANCER SOCIETY | 12810 MAGNOLIA DR | 12810 MAGNOLIA DR | TAMPA | FL | 33612 | DONEE | PUBLIC | UNRESTRICTED | $2,500 |
| TRINITY EVANGELICAL LUTHERAN CHURCH | |||||||||
| TRINITY EVANGELICAL LUTHERAN CHURCH | 509 CENTER STREET | 509 CENTER STREET | BRYAN | OH | 43506 | DONEE | PUBLIC | UNRESTRICTED | $5,000 |
| BREAST CANCER RESEARCH FOUNDATION | |||||||||
| BREAST CANCER RESEARCH FOUNDATION | 60 EAST 56TH ST-8TH FLOOR | 60 EAST 56TH ST-8TH FLOOR | NEW YORK | NY | 10022 | DONEE | PUBLIC | UNRESTRICTED | $10,000 |
| BRYAN AREA FOUNDATION COMMUNITY FUN | |||||||||
| BRYAN AREA FOUNDATION COMMUNITY FD | PO BOX 651 | PO BOX 651 | BRYAN | OH | 43506 | DONEE | PUBLIC | UNRESTRICTED | $5,000 |
| EQUESTRIAN CONNECTION NFP | |||||||||
| EQUESTRIAN CONNECTION NFP | 872 S MILWAUKEE AVE 273 | 872 S MILWAUKEE AVE 273 | LIBERTYVILLE | IL | 60048 | DONEE | PUBLIC | UNRESTRICTED | $20,000 |
| FRIENDS OF THE BRYAN LIBRARY | |||||||||
| FRIENDS OF THE BRYAN LIBRARY | 107 EAST HIGH STREET | 107 EAST HIGH STREET | BRYAN | OH | 43506 | DONEE | PUBLIC | UNRESTRICTED | $2,500 |
| HUMANE SOCIETY NAPLES | |||||||||
| HUMANE SOCIETY NAPLES | 370 AIRPORT PULLING RD N | 370 AIRPORT PULLING RD N | NAPLES | FL | 34104 | DONEE | PUBLIC | UNRESTRICTED | $5,000 |
| MOOSE CHARITIES | |||||||||
| MOOSE CHARITIES | 155 S INTERNATIONAL DRIVE | 155 S INTERNATIONAL DRIVE | MOOSEHEART | IL | 60539 | DONEE | PUBLIC | UNRESTRICTED | $2,500 |
| NAMI COLLIER COUNTY | |||||||||
| NAMI COLLIER COUNTY | 6216 TRAIL BLVD BLDG C | 6216 TRAIL BLVD BLDG C | NAPLES | FL | 34108 | DONEE | PUBLIC | UNRESTRICTED | $1,000 |
| NAPLES BOTANICAL GARDEN | |||||||||
| NAPLES BOTANICAL GARDEN | 4820 BAYSHORE DRIVE | 4820 BAYSHORE DRIVE | NAPLES | FL | 34112 | DONEE | PUBLIC | UNRESTRICTED | $5,000 |
| NAPLES EQUESTRIAN CHALLENGE | |||||||||
| NAPLES EQUESTRIAN CHALLENGE | 206 RIDGE DRIVE | 206 RIDGE DRIVE | NAPLES | FL | 34108 | DONEE | PUBLIC | UNRESTRICTED | $6,000 |
| PHEASANTS FOREVER | |||||||||
| PHEASANTS FOREVER | 07492 COUNTY ROAD P50 | 07492 COUNTY ROAD P50 | MONTPELIER | OH | 43543 | DONEE | PUBLIC | UNRESTRICTED | $5,000 |
| PROJECT HELP INC | |||||||||
| PROJECT HELP INC | 3123 TERRACE AVENUE | 3123 TERRACE AVE | NAPLES | FL | 34104 | DONEE | PUBLIC | UNRESTRICTED | $1,000 |
| PLANNED PARENTHOOD OF COLLIER CNTY | |||||||||
| PLANNED PARENTHOOD OF COLLIER CNTY | 1425 CREECH RD | 1425 CREECH RD | NAPLES | FL | 34103 | DONEE | PUBLIC | UNRESTRICTED | $500 |
| SHY WOLF SANCTUARY | |||||||||
| SHY WOLF SANCTUARY | PO BOX 3032 | PO BOX 3032 | NAPLES | FL | 34106 | DONEE | PUBLIC | UNRESTRICTED | $1,000 |
| UNITY FAITHFUL FRIENDS | |||||||||
| UNITY FAITHFUL FRIENDS | 1901 NW BLUE PARKWAY | 1901 NW BLUE PARKWAY | UNITY VILLAGE | MO | 64065 | DONEE | PUBLIC | UNRESTRICTED | $2,500 |
| VIETNAM VETERANS MEMORIAL FUND | |||||||||
| VIETNAM VETERANS MEMORIAL FUND | 2600 VIRGINIA AVE NW 104 | 2600 VIRGINIA AVE NW 104 | WASHINGTON | DC | 20037 | DONEE | PUBLIC | UNRESTRICTED | $5,500 |
| WILLIAMS COUNTY SPORTSMANS EDUCATIO | |||||||||
| WILLIAMS COUNTY SPORTSMANS EDUCATION | 01521 NEY-WMS CTR ROAD | 01521 NEY-WMS CTR ROAD | BRYAN | OH | 43506 | DONEE | PUBLIC | UNRESTRICTED | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $90,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,546 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,497 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $82,485 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $21,046 | ExclusionAmt |
| Related Or Exempt Function Incm | $82,485 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $103,531 | 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 |
|---|---|
| 3 | INCOME EARNED ON SECURITIES IS USED TO FUND CHARITABLE CONTRIBUTIONS TO 501(C)(3) ORGANIZATIONS. |
| 4 | INCOME EARNED ON SECURITIES IS USED TO FUND CHARITABLE CONTRIBUTIONS TO 501(C)(3) ORGANIZATIONS. |
| 7 | INCOME EARNED ON SECURITIES IS USED TO FUND CHARITABLE CONTRIBUTIONS TO 501(C)(3) ORGANIZATIONS. |
| 8 | INCOME EARNED ON SALES OF SECURITIES IS USED TO FUND CHARITABLE CONTRIBUTIONS TO 501(C)(3) ORGANIZATIONS. |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $750 | Amt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (5 entries)
| WILLIAM BARTON SHARP |
| PHYLLIS SHARP |
| MARGARET RUFFALO |
| HARMON SHARP |
| CATHERINE SHARP |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (28 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| 156 SHS AMGEN INC | 2005-02 | DONATION | 2013-09 | $18,075 | $1,315 | $16,760 |
| 45 SHS FLOWSERVE CORP | 2012-12 | DONATION | 2013-09 | $2,848 | $2,162 | $686 |
| 25 SHS LINDSAY CORP | 2012-12 | DONATION | 2013-09 | $2,070 | $1,937 | $133 |
| 70 SHS MEDIFAST INC | 2012-12 | DONATION | 2013-09 | $1,850 | $1,786 | $64 |
| 15 SHS NOVO NORDISK AS AD | 2012-12 | DONATION | 2013-09 | $2,599 | $2,435 | $164 |
| 100 SHS PRESTIGE BRANDS HLDG | 2012-12 | DONATION | 2013-09 | $3,235 | $1,963 | $1,272 |
| 100 SHS PRESTIGE BRANDS HLD | 2012-12 | DONATION | 2013-09 | $3,235 | $1,962 | $1,273 |
| 50 SHS STANDEX INTERNATIONAL | 2012-12 | DONATION | 2013-09 | $2,873 | $2,499 | $374 |
| 15 SHS TRANSDIGM GROUP INC | 2012-12 | DONATION | 2013-09 | $2,141 | $2,009 | $132 |
| 125 SHS WALKER & DUNLOP INC | 2012-12 | DONATION | 2013-09 | $1,927 | $2,057 | -$130 |
| 35 SHS ENSCO PLC SHS CL A I VLR192 | 2012-12 | DONATION | 2013-09 | $1,897 | $2,020 | -$123 |
| 25 SHS ACTAVIS INC | 2012-12 | DONATION | 2013-10 | $3,600 | $2,235 | $1,365 |
| 200 SHS TANGOE INC | 2013-10 | PURCHASE | 2013-11 | $3,418 | $4,976 | -$1,558 |
| 800 SHS MICROSOFT CORP | 2009-06 | DONATION | 2013-12 | $30,099 | $8,277 | $21,822 |
| 75 SHS TRIMAS CORP | 2013-10 | DONATION | 2013-12 | $2,664 | $2,015 | $649 |
| 2,465.483 SHS VIRTUS EMERGING MKTS | 2013-02 | DONATION | 2013-12 | $22,806 | $24,996 | -$2,190 |
| 3.781 SHS VIRTUS EMERGING MKTS | 2013-02 | DONATION | 2013-12 | $35 | $38 | -$3 |
| 100 SHS F5 NETWORKS INC | 2011-09 | DONATION | 2013-09 | $9,267 | $7,883 | $1,384 |
| 65 SHS KIMBERLY CLARK CORP | 2005-01 | DONATION | 2013-09 | $6,302 | $3,786 | $2,516 |
| 200 SHS NIPPON TELEG & TELEP | 2011-01 | DONATION | 2013-09 | $5,307 | $4,500 | $807 |
| 299 SHS IBERDROLA S A SPONSO | 2007-04 | DONATION | 2013-09 | $6,823 | $13,390 | -$6,567 |
| 8 SHS IBERDROLA S A SPONSO | 2011-01 | DONATION | 2013-09 | $183 | $229 | -$46 |
| 300 SHS MYLAN INC | 2011-10 | DONATION | 2013-09 | $11,437 | $5,925 | $5,512 |
| 300 SHS GUANGSHEN RY LTD | 2012-01 | DONATION | 2013-10 | $7,885 | $5,402 | $2,483 |
| 1,710.376 SHS IVY HIGH INCOME FD | 2005-01 | DONATION | 2013-11 | $15,000 | $14,471 | $529 |
| 150 SHS BERKSHIRE HATHAWAY I B | 2005-01 | DONATION | 2013-12 | $17,259 | $6,944 | $10,315 |
| 280 SHS INFOSYS LTD | 2005-01 | DONATION | 2013-12 | $15,253 | $9,812 | $5,441 |
| 275 SHS 3M CO | 2005-01 | DONATION | 2013-12 | $35,143 | $15,722 | $19,421 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (30 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACTAVIS PLC SHS | $3,600 | $4,200 |
| HOLLYSYS AUTOMATION TECH LTD | $5,270 | $5,679 |
| PERION NETWORK LTD | $3,881 | $3,627 |
| AMAZON COM INC | $17,906 | $39,879 |
| AMGEN INC | $8,899 | $102,672 |
| APPLE INC | $20,448 | $28,051 |
| BANK AMER CORP | $23,320 | $7,785 |
| BERKSHIRE HATHAWAY INC CL B | $18,517 | $47,424 |
| CR INDS HLDGS INC | $2,002 | $2,330 |
| CIGNA CORP | $2,131 | $3,499 |
| CHEVRON CORP | $26,397 | $62,455 |
| EDWARDS LIFESCIENCES CORP | $3,124 | $3,288 |
| EQUINIX INC | $8,106 | $8,873 |
| GILEAD SCIENCES INC | $1,803 | $3,755 |
| GOOGLE INC CL A | $21,959 | $112,071 |
| JP MORGAN CHASE & CO | $20,343 | $29,240 |
| LIFE TECHNOLOGIES CORP | $5,624 | $7,580 |
| MICROSOFT CORP | $18,623 | $37,410 |
| PANERA BREAD CO CL A | $4,627 | $5,301 |
| PHILIP MORRIS INTL INC | $7,300 | $8,713 |
| QUALCOMM INC | $15,975 | $29,700 |
| ROYAL DUTCH SHELL PLC REPSTG B | $25,624 | $30,044 |
| ROYAL DUTCH SHELL PLC REPSTG A | $23,712 | $28,508 |
| 3M CO | $17,152 | $42,075 |
| UNION PACIFIC CORP | $2,487 | $3,360 |
| UNITEDHEALTH GROUP INC | $4,825 | $7,530 |
| IVY HIGH INCOME FUND CL A | $92,200 | $94,005 |
| PUTNAM EQUITY SPECTRUM FUND CL Y | $49,579 | $78,422 |
| VANGUARD HIGH YIELD CORP BOND FUND | $111,714 | $117,948 |
| JP MORGAN CHASE & CO ALERIAN MLP | $11,128 | $13,905 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,602 | LegalFeesAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| BANK CHARGES | $60 |
| INVESTMENT FEES | $18 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | METLIFE 127785 | Desc |
| Revenue And Expenses Per Books | $2,497 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,497 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,497 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DONATED COMMON STOCK | Description |
| Amount | $719,572 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | METLIFE FEES | CategoryTxt |
| Amt | $6,565 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FOREIGN TAX PAID 036363 | $54 |
| FOREIGN TAX PAID 127785 | $182 |
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