STRATEGY STUDIO / PUBLIC DATA EXPLORER

THE SHARPE FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
THE SHARPE FAMILY FOUNDATION (EIN 20-1659146)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-02-25
IRS object ID
201920569349100412
Schema version
2018v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-02-25T15:29:28-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Begin2018-01-01TaxPeriodBeginDt

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
Signature2019-02-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLISA M WOOD CPAPreparerPersonNm
PTINP00022128PTIN
Phone6143964200PhoneNum
Preparation2019-02-15PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address74.202.50.162IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-02-25IPDt
IP Tm15:29:28IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id98E221FE106B357F4A7489E96133E26002360AFCAtSubmissionCreationDeviceId
At Submission Filing Device Id784CD41D68ABEAED770398DE7F048DA88F8FC6F7AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,967FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$2InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$2InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$71DividendsRevAndExpnssAmt
Dividends Net Invst Incm$71DividendsNetInvstIncmAmt
Dividends Adj Net Incm$71DividendsAdjNetIncmAmt
Total Rev And Expnss$73TotalRevAndExpnssAmt
Total Net Invst Incm$73TotalNetInvstIncmAmt
Total Adj Net Incm$73TotalAdjNetIncmAmt
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$73ExcessRevenueOverExpensesAmt
Net Investment Income$73NetInvestmentIncomeAmt
Adjusted Net Income$73AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$5,894CashBOYAmt
Cash EOY$5,967CashEOYAmt
Cash EOYFMV$5,967CashEOYFMVAmt
Total Assets BOY$5,894TotalAssetsBOYAmt
Total Assets EOY$5,967TotalAssetsEOYAmt
Total Assets EOYFMV$5,967TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$5,894RetainedEarningBOYAmt
Retained Earning EOY$5,967RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$5,894TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,967TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,894TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,967TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,894TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$73ExcessRevenueOverExpensesAmt
Subtotal$5,967SubtotalAmt
Tot Net Ast Or Fund Balances EOY$5,967TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Net Vl Noncharitable Assets Yr1$5,804NetVlNoncharitableAssetsYr1Amt
Adjusted Qlfy Distri Yr2$389,321AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$9,724NetVlNoncharitableAssetsYr2Amt
Distribution Yr240.037125DistributionYr2Rt
Adjusted Qlfy Distri Yr3$390,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$11,828NetVlNoncharitableAssetsYr3Amt
Distribution Yr332.972607DistributionYr3Rt
Adjusted Qlfy Distri Yr4$9,936AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$19,471NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.510297DistributionYr4Rt
Adjusted Qlfy Distri Yr5$95,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$47,757NetVlNoncharitableAssetsYr5Amt
Distribution Yr51.989237DistributionYr5Rt
Total Distribution75.509266TotalDistributionRt
Average Distribution18.877317AverageDistributionRt
Net Vl Noncharitable Assets$5,842NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$110,281AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$110,282AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$0QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1InvestmentIncomeExciseTaxAmt
Subtotal$1SubtotalAmt
Tax Based On Investment Income$1TaxBasedOnInvestmentIncomeAmt
Tax Due$1TaxDueAmt

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$5,931AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,931TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$5,931AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$89CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,842NetVlNoncharitableAssetsAmt
Minimum Investment Return$292MinimumInvestmentReturnAmt

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$73CurrentYearAmt
Year1$3Year1Amt
Year2$1Year2Amt
Year3$1Year3Amt
Total$78TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$62CurrentYearAmt
Year1$3Year1Amt
Year2$1Year2Amt
Year3$1Year3Amt
Total$67TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Year2$390,000Year2Amt
Total$390,000TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Year2$390,000Year2Amt
Total$390,000TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Current Year$195CurrentYearAmt
Year1$193Year1Amt
Year2$324Year2Amt
Year3$394Year3Amt
Total$1,106TotalAmt

Gross Investment Income GrossInvestmentIncomeGrp

FieldValueIRS element (for citing)
Current Year$73CurrentYearAmt
Year1$3Year1Amt
Total$76TotalAmt

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

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$71ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$73ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$73TotalIncomeProducingActyAmt

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