SHARP FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SHARP FOUNDATION (EIN 54-1526891)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-05
- IRS object ID
- 201433099349100703
- 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
- Schedule B
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-05T08:53:47-08:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | Richmond | City |
| State | VA | State |
| ZIP Code | 23242 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | James P Karides | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Signature | 2014-11-05 | SignatureDt |
| 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 | $6,022,004 | 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 | $20,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $201 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $201 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $201 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $172,762 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $172,762 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $172,762 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $2,547 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $2,547 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $2,547 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | -$2,547 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$14,185 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,568,293 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $115,541 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $62,263 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $62,263 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $291,772 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $232,679 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $232,679 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $50 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $50 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $1,007 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,007 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $25 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $25 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $22,001 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $22,001 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $34,146 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $34,121 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $34,121 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $57,229 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $56,147 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $34,121 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,082 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,068,886 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,068,886 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,126,115 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $56,147 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $34,121 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,069,968 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$834,343 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $176,532 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $198,558 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $19,050 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $537,472 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $537,472 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $4,894,015 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,663,891 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,618,334 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,500,447 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,380,351 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,862,084 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $6,659 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,114 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,114 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $7,420,171 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,585,828 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,022,004 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $7,420,171 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,585,828 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,420,171 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,585,828 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,420,171 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,585,828 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,420,171 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$834,343 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,585,828 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,585,828 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$13,155 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$4,088 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $301,711 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,822,815 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04422 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $161,630 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,596,172 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.02450 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $177,650 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,405,116 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.02774 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $339,746 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,295,273 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05397 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $228,961 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,987,752 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.03277 | DistributionYr5Rt |
| Total Distribution | 0.18320 | TotalDistributionRt |
| Average Distribution | 0.03664 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,616,004 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $242,404 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,765 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $244,169 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,069,968 | 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 | $1,765 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,765 | SubtotalAmt |
| Tax Based On Investment Income | $1,765 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,060 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,060 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $2,295 | OverpaymentAmt |
| Applied To ES Tax | $2,295 | 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8043270710 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 42333 | AddressLine1 |
| City | RICHMOND VA | City |
| State | VA | State |
| ZIP Code | 232422333 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Cheryl R Jennings | ||||||
| po box 42333 | richmond | VA | 232422333 | Secretary | 1.00 | $0 |
| Sherry C 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 | $6,322,209 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $394,546 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,716,755 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $6,716,755 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $100,751 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,616,004 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $330,800 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $330,800 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,765 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,765 | TotalTaxAmt |
| Distributable Before Adj | $329,035 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $329,035 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $329,035 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,069,968 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,069,968 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,765 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,068,203 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $329,035 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $6,710 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,069,968 | QualifyingDistributionsAmt |
| Applied To Year1 | $6,710 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $329,035 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $734,223 | RemainingDistriFromCorpusAmt |
| Total Corpus | $734,223 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $734,223 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $734,223 | 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 | AddressLine1 |
| City | Richmond | City |
| State | VA | State |
| ZIP Code | 23242 | ZIPCode |
| 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 | $1,068,886 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,068,886 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $201 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $172,762 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | -$2,547 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $46,115 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $69,426 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,205 | ExclusionAmt |
| Related Or Exempt Function Incm | -$22,390 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $46,115 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $248,047 | ExclusionAmt |
| Related Or Exempt Function Incm | -$22,390 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $271,772 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | MARVIN MCINTYRE IRA | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3111 DAHLIA WAY | AddressLine1 |
| City | NAPLES | City |
| State | FL | State |
| ZIP Code | 34105 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $20,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | legal | CategoryTxt |
| Legal Fees | $50 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $50 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED DIVIDENDS - 26749 | Desc |
| BOY Book Value | $6,658 | BOYBookValueAmt |
| EOY Book Value | $4,114 | EOYBookValueAmt |
| EOYFMV | $4,114 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| bank fees | $16 | $16 | $16 | |
| INVESTMENT FEES | $31,290 | $31,290 | $31,290 | |
| STATE REGISTRATION | $25 | $25 | ||
| WHITEHALL RE LP XIII | $2,815 | $2,815 | $2,815 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $115,541 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $62,263 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $62,263 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | professional fees | CategoryTxt |
| Amt | $1,007 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,007 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| federal | $22,000 | $22,000 |
| FOREIGN TAXES - NON UBTI | $1 | $1 |
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