STRATEGY STUDIO / PUBLIC DATA EXPLORER

THE SHARPE FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
THE SHARPE FAMILY FOUNDATION (EIN 20-1659146)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-06-16
IRS object ID
202001689349100700
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-06-16T07:29:41-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN310984945PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WHALEN & COMPANY CPASBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1250 WEST OLD WILSON BRIDGE ROAD STEAddressLine1Txt
CityWORTHINGTONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43085ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201659146EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE SHARPE FAMILY FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O BECKER AND LILLYBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSHARBusinessNameControlTxt
Phone7404771686PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1100 EAST BROAD STREET STE 2320AddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP432153642ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL R BECKERPersonNm
Person TitleSECRETARY/DIRECTORPersonTitleTxt
Signature2020-05-20SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLISA M WOOD CPAPreparerPersonNm
PTINP00022128PTIN
Phone6143964200PhoneNum
Preparation2020-05-20PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address74.218.105.226IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-06-16IPDt
IP Tm07:29:41IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id7AD26F20A3111581DBB009319A148AD9C44389A4AtSubmissionCreationDeviceId
At Submission Filing Device IdCAF68AAEC4D5D7D869840207444E1519D4A51935AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,080FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$113DividendsRevAndExpnssAmt
Dividends Net Invst Incm$113DividendsNetInvstIncmAmt
Dividends Adj Net Incm$113DividendsAdjNetIncmAmt
Total Rev And Expnss$113TotalRevAndExpnssAmt
Total Net Invst Incm$113TotalNetInvstIncmAmt
Total Adj Net Incm$113TotalAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$0TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$0TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$113ExcessRevenueOverExpensesAmt
Net Investment Income$113NetInvestmentIncomeAmt
Adjusted Net Income$113AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$5,967CashBOYAmt
Cash EOY$6,080CashEOYAmt
Cash EOYFMV$6,080CashEOYFMVAmt
Total Assets BOY$5,967TotalAssetsBOYAmt
Total Assets EOY$6,080TotalAssetsEOYAmt
Total Assets EOYFMV$6,080TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$5,967RetainedEarningBOYAmt
Retained Earning EOY$6,080RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$5,967TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,080TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,967TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,080TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,967TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$113ExcessRevenueOverExpensesAmt
Subtotal$6,080SubtotalAmt
Tot Net Ast Or Fund Balances EOY$6,080TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Net Vl Noncharitable Assets Yr1$5,842NetVlNoncharitableAssetsYr1Amt
Net Vl Noncharitable Assets Yr2$5,804NetVlNoncharitableAssetsYr2Amt
Adjusted Qlfy Distri Yr3$389,321AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$9,724NetVlNoncharitableAssetsYr3Amt
Distribution Yr340.037125DistributionYr3Rt
Adjusted Qlfy Distri Yr4$390,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$11,828NetVlNoncharitableAssetsYr4Amt
Distribution Yr432.972607DistributionYr4Rt
Adjusted Qlfy Distri Yr5$9,936AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$19,471NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.510297DistributionYr5Rt
Total Distribution73.520029TotalDistributionRt
Average Distribution24.506676AverageDistributionRt
Net Vl Noncharitable Assets$5,934NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$145,423AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$145,424AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$0QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2InvestmentIncomeExciseTaxAmt
Subtotal$2SubtotalAmt
Tax Based On Investment Income$2TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$2ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$2TotalPaymentsAndCreditsAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (true)PrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityYes (true)OwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1MICHAEL BECKERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6144694778PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1100 EAST BROAD ST SUITE 2320AddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP432153642ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsYes (true)BusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GARY L SHARPE
605 BOUGAINVILLEA RDNAPLESFL34102PRESIDENT000.00$0$0$0
CONNIE H SHARPE
605 BOUGAINVILLEA RDNAPLESFL34102TREASURER/SE000.00$0$0$0
MICHAEL R BECKER
100 EAST BROAD STREET SUITE 2320COLUMBUSOH43215SECRETARY/DI000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE ENTITY PROVIDES SCHOLARSHIPS, GRANTS OR CONTRIBUTIONS TO OTHER ENTITIES ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSES.Description1Txt
Expenses1$1Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$6,024AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,024TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$6,024AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$90CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,934NetVlNoncharitableAssetsAmt
Minimum Investment Return$297MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$0ExpensesAndContributionsAmt
Qualifying Distributions$0QualifyingDistributionsAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$113CurrentYearAmt
Year1$73Year1Amt
Year2$3Year2Amt
Year3$1Year3Amt
Total$190TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$96CurrentYearAmt
Year1$62Year1Amt
Year2$3Year2Amt
Year3$1Year3Amt
Total$162TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Year3$390,000Year3Amt
Total$390,000TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Year3$390,000Year3Amt
Total$390,000TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Current Year$198CurrentYearAmt
Year1$195Year1Amt
Year2$193Year2Amt
Year3$324Year3Amt
Total$910TotalAmt

Gross Investment Income GrossInvestmentIncomeGrp

FieldValueIRS element (for citing)
Current Year$113CurrentYearAmt
Year1$73Year1Amt
Year2$3Year2Amt
Total$189TotalAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonTHE SHARPE FAMILY FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 25AddressLine1Txt
CityCIRCLEVILLECityNm
State AbbreviationOHStateAbbreviationCd
ZIP43113ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7404771686RecipientPhoneNum
Form And Info And MaterialsAPPLICATIONS FOR GRANTS ARE AVAILABLE AT THE MAIN OFFICE OF THE FOUNDATION AND THROUGH HIGH SCHOOL GUIDANCE COUNSELORS FOR SCHOOLS IN PICKAWAY COUNTY AND CONTIGUOUS OHIO COUNTIES. STUDENTS MAY WRITE A LETTER OF REQUEST DIRECTED TO THE ORGANIZATION THROUGH THEIR GUIDANCE COUNSELORS. RECIPIENTS WILL BE SELECTED BASED UPON THEIR GPA, FINANCIAL NEED, COMMUNITY INVOLVEMENT AND THEIR RESPONSE TO AN ESSAY TOPIC.FormAndInfoAndMaterialsTxt
Submission DeadlinesTHERE ARE NO SUBMISSION DEADLINES. SCHOLARSHIP AND GRANT DISTRIBUTIONS WILL BE REVIEWED ON A QUARTERSubmissionDeadlinesTxt
Restrictions On AwardsSCHOLARSHIPS AND GRANTS ARE AWARDED TO HIGH SCHOOL SENIORS IN THE PICKAWAY COUNTY AND CONTIGUOUS OHIO COUNTIES WHO HAVE MAINTAINED A GRADE POINT AVERAGE OF 2.0 OR HIGHER OUT OF A 4.0 GRADING SCALE. THE APPLICANT MUST HAVE BEEN ACCEPTED TO COLLEGE. ADDITIONAL CHARITABLE CONTRIBUTIONS OR GRANTS WILL BE AWARDED ON A CASE BY CASE BASIS AS DETERMINED BY THE BOARD OF DIRECTORS.RestrictionsOnAwardsTxt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$113ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$113ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$113TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd