Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 10-01-2021 , and ending 09-30-2022
Name of foundation
SHARED VISIONS FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)2115 HOMESTEAD ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHAPEL HILL, NC27516
A Employer identification number

56-2254231
B Telephone number (see instructions)

(919) 616-2190
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$3,869,703J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 100,000
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 100,745 100,745  
5a Gross rents............ 39,275 39,275  
b Net rental income or (loss) 39,275
6a Net gain or (loss) from sale of assets not on line 10 220,426
b Gross sales price for all assets on line 6a 1,009,686
7 Capital gain net income (from Part IV, line 2)... 220,426
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 90,743 9,547 81,196
12 Total. Add lines 1 through 11........ 551,189 369,993 81,196
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 3,490 873 0 2,617
c Other professional fees (attach schedule).... Click to see attachment 16,697 16,697 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 6,897 0 0 1,204
19 Depreciation (attach schedule) and depletion... Click to see attachment 36,662 0 36,662
20 Occupancy.............. 39,582 0 0 39,582
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 19,076 0 0 19,076
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 122,404 17,570 36,662 62,479
25 Contributions, gifts, grants paid....... 53,432 53,432
26 Total expenses and disbursements. Add lines 24 and 25 175,836 17,570 36,662 115,911
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 375,353
b Net investment income (if negative, enter -0-) 352,423
c Adjusted net income (if negative, enter -0-)... 44,534
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 33,257 54,848 54,848
2 Savings and temporary cash investments......... 59,744 50,545 50,545
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,744,140 Click to see attachment1,917,790 1,638,562
c Investments—corporate bonds (attach schedule)....... 346,690 Click to see attachment421,615 393,878
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 125,000 Click to see attachment273,747 311,748
14 Land, buildings, and equipment: basis bullet1,662,000
Less: accumulated depreciation (attach schedule) bullet241,878 1,456,784 Click to see attachment1,420,122 1,420,122
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,765,615 4,138,667 3,869,703
Liabilities 17 Accounts payable and accrued expenses.......... 2,395 94
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 2,395 94
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 3,763,220 4,138,573
29 Total net assets or fund balances (see instructions)..... 3,763,220 4,138,573
30 Total liabilities and net assets/fund balances (see instructions). 3,765,615 4,138,667
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
3,763,220
2
Enter amount from Part I, line 27a .....................
2
375,353
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
4,138,573
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,138,573
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a CHARLES SCHWAB X7285      
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,009,686   789,260 220,426
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       220,426
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 220,426
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 4,899
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 4,899
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 5,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 4
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 97
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet97 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNC
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.SHAREDVISIONS.ORG
    14
    The books are in care ofbulletJAY MILLER Telephone no.bullet (919) 616-2190

    Located atbullet2115 HOMESTEAD ROADCHAPEL HILLNC ZIP+4bullet27516
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
     
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    JESSE MILLER III PRESIDENT
    20.00     		0 0 0
    2115 HOMESTEAD ROAD
    CHAPEL HILL,NC27516
    EBETH SCOTT-SINCLAIR SECRETARY
    1.00     		0 0 0
    2115 HOMESTEAD ROAD
    CHAPEL HILL,NC27516
    LINDSEY HEAD DIRECTOR
    1.00     		0 0 0
    3624 MANFORD DRIVE
    DURHAM,NC27707
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 THE ORGANIZATION PROVIDES FUNDING TO VARIOUS NON-PROFIT CHARITABLE ORGANIZATIONS (WITH AN EMPHASIS ON MENTAL HEALTH, BASIC HUMAN SERVICES AND AFFORDABLE HOUSING) IN SUPPORT OF THEIR GOAL OF PROMOTING CO-OPERATION AMONG NON-PROFIT AGENCIES THAT DIRECTLY BENEFIT COMMUNITIES IN DURHAM AND ORANGE COUNTIES NORTH CAROLINA. DURING FISCAL YEAR 2021-2022 THE FOUNDATION AWARDED APPROXIMATELY 48 MONETARY GRANTS; PROVIDED AFFORDABLE MEETING AND EVENT SPACE FOR AREA NONPROFITS AT THE SHARED VISIONS RETREAT CENTER; AND PROVIDED SUPPORT AND CONSULTATION FOR AREA NONPROFITS THROUGH VOLUNTEER SERVICE ON BOARDS AND COMMITTEES. FINALLY THE FOUNDATION RENTED 2 RENTAL PROPERTIES IN CONJUNCTION WITH THE COMMUNITY HOME TRUST TO LOW-INCOME PERSONS AT BELOW MARKET RATES. 115,911
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    2,598,775
    b
    Average of monthly cash balances.......................
    1b
    116,960
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,715,735
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    2,715,735
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    40,736
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    2,674,999
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    133,750
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    133,750
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    4,899
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,899
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    128,851
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    128,851
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    128,851
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 128,851
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 55,642
    b From 2017...... 20,051
    c From 2018...... 28,362
    d From 2019...... 38,292
    e From 2020......  
    f Total of lines 3a through e ........ 142,347
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 115,911
    a Applied to 2020, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount..... 115,911
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 12,940 12,940
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 129,407
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		42,702
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		86,705
    10 Analysis of line 9:
    a Excess from 2017.... 20,051
    b Excess from 2018.... 28,362
    c Excess from 2019.... 38,292
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    JESSE MILLER III
    EBETH SCOTT-SINCLAIR
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    BOOK HARVEST
    2501 UNIVERSITY DRIVE
    DURHAM,NC27707     		NONE PC BOOKS TO TRIANGLE CHILDREN 1,000
    CHARLES HOUSE ASSOCIATION
    7511 SUNRISE ROAD
    CHAPEL HILL,NC27510     		NONE PC SUPPORT FOR THE ELDERLY 500
    CLUB NOVA
    103 W MAIN ST
    CARRBORO,NC27510     		NONE PC SUPPORT PEOPLE LIVING WITH MENTAL ILLNESS 7,000
    COMMUNITY EMPOWERMENT FUND
    208 N COLUMBIA ST
    CHAPEL HILL,NC27514     		NONE PC TRANSITION PEOPLE OUT OF HOMELESSNESS AND POVERTY 500
    COMPASS CENTER
    210 HENDERSON ST
    CHAPEL HILL,NC27514     		NONE PC GENERAL SUPPORT 1,000
    DURHAM JAZZ WORKSHOP
    4608 INDUSTRY LANE
    DURHAM,NC27713     		NONE PC EDUCATIONAL JAZZ PROGRAMS 2,000
    EL FUTURO
    136 E CHAPEL HILL ST
    DURHAM,NC27701     		NONE PC BEHAVIORAL HEALTH SUPPORT TO SPANISH SPEAKING COMMUNITY 1,000
    FAITH CONNECTIONS ON MENTAL ILLNESS
    940 CARMICHAEL ST
    CHAPEL HILL,NC27514     		NONE PC MENTAL HEALTH SUPPORT 750
    FREEDOM HOUSE
    104 NEW STATESIDE DRIVE
    CHAPEL HILL,NC27516     		NONE PC HOUSING FOR RECOVERING ALCOHOLICS 1,589
    HABITAT FOR HUMANITY OF DURHAM
    215 N CHURCH STREET
    DURHAM,NC27701     		NONE PC AFFORDABLE HOUSING 1,000
    HABITAT FOR HUMANITY OF ORANGE
    88 VILCOM CENTER DRIVE SUITE L110
    CHAPEL HILL,NC27514     		NONE PC AFFORDABLE HOUSING 2,500
    HINMAND SETTLEMENT EAST KY FLOODS
    51 CENTER ST
    HINDMAN,KY41822     		NONE PC GENERAL SUPPORT 515
    HUMAN KINDNESS FOUNDATION
    PO BOX 61619
    DURHAM,NC27715     		NONE PC ENCOURAGES SPIRITUAL GROWTH FOR PEOPLE INCARCERATED 400
    INTERFAITH COUNCIL
    110 W MAIN ST
    CARRBORO,NC27510     		NONE PC HELP FOR THOSE IN NEED 4,000
    LOVE CHAPEL HILL - OUTREACH
    PO BOX 3573
    CHAPEL HILL,NC27515     		NONE PC SUPPORT FOR THE COMMUNITY THROUGH CHURCH 258
    MUSIC MAKER RELIEF FOUNDATION
    224 W CORBIN ST
    HILLSBOROUGH,NC27278     		NONE PC PRESERVE MUSIC TRADITIONS OF THE SOUTH 1,000
    NC WARN
    2812 HILLSBOROUGH RD
    DURHAM,NC27705     		NONE PC TACKLING CLIMATE CRISIS 500
    NEW HOPE CAMP & CONFERENCE CENTER
    4805 NC-86
    CHAPEL HILL,NC27516     		NONE PC GENERAL SUPPORT 500
    NFG - FAIRY GODMOTHER PROJECT
    602 WILLIAM STREET 2B
    FREDERICKSBURG,VA22401     		NONE PC SUPPORT FOR PEDIATRIC CANCER PATIENTS 615
    ORANGE COUNTY RAPE CRISIS CENTER
    1229 E FRANKLIN ST
    CHAPEL HILL,NC27514     		NONE PC GENERAL SUPPORT 500
    PLANNED PARENTHOOD
    100 SOUTH BOYLAND AVE
    RALEIGH,NC27603     		NONE PC GENERAL SUPPORT 319
    PEE WEE HOMES
    8410 MERIN ROAD
    CHAPEL HILL,NC27516     		NONE PC SUPPORT AFFORDABLE HOUSING 2,256
    REFUGEE COMMUNITY PARTNERSHIP
    PO BOX 461
    CARRBORO,NC27510     		NONE PC SUPPORT OF SOCIAL CHANGE IN THE COMMUNITY 2,000
    THE ARTS CENTER
    300 E MAIN ST STE G
    CARRBORO,NC27510     		NONE PC EDUCATE AND INSPIRE CREATIVITY 9,100
    THRESHOLD
    PO BOX 11706
    DURHAM,NC27703     		NONE PC GENERAL SUPPORT 1,000
    TRIANGLE COMMUNITY FOUNDATION - SEND A KID TO CAMP
    324 BLACKWELL ST STE 1220
    DURHAM,NC27701     		NONE PC SEND NEEDY CHILD TO CAMP 400
    TROSA
    1820 JAMES ST
    DURHAM,NC27707     		NONE PC ALCOHOLISM TREATMENT SUPPORT 4,800
    UNC CENTER FOR EXCELLENCE IN MENTAL HEALTH
    200 N GREENSBORO STREET SUITE C-6
    CARRBORO,NC27510     		NONE PC SUPPORT FOR MENTAL ILLNESS IN COMMUNITY 500
    UNC SCHOOL OF SOCIAL WORK
    2325 PITTSBORO STREET 3550
    CHAPEL HILL,NC27516     		NONE PC COMMUNITY OUTREACH AND SUPPORT 4,000
    UNCTV
    10 TW ALEXANDER DR
    RESEARCH TRIANGLE PARK,NC27709     		NONE PC EDUCATIONAL TELEVISION 490
    URBAN MINISTRIES
    410 LIBERTY ST
    DURHAM,NC27701     		NONE PC POOR AND HOMELESS SUPPORT 1,000
    WUNC RADIO
    120 FRIDAY CENTER
    CHAPEL HILL,NC27517     		  PC SUPPORT COMMUNITY RADIO 440
    Total .................................bullet 3a 53,432
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 39,275  
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 220,426  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFORSYTH RENTALS AFFORDABLE HOUSING     		        33,255
    bOTHER CHARLES SCHWAB INCOME     14 9,547  
    cSPECIAL EVENTS         47,941
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 369,993 81,196
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    451,189
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    11 DISCOUNTED RENTAL INCOME FROM PROPERTIES RENTED IN CONJUNCTION WITH THE COMMUNITY HOME TRUST TO PROVIDE AFFORDABLE HOUSING.
    11 SPACE PROVIDED AT SUBSTANTIAL DISCOUNT FOR EVENTS HELD TO SUPPORT LOCAL NONPROFITS.
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    SHARED VISIONS FOUNDATION INC
     
    Employer identification number

    56-2254231
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    SHARED VISIONS FOUNDATION INC
          		Employer identification number
    56-2254231
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    JESSE MILLER III
    2115 HOMESTEAD ROAD
     
    CHAPEL HILL, NC27516

    		$ 100,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    SHARED VISIONS FOUNDATION INC
          		Employer identification number

    56-2254231
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    SHARED VISIONS FOUNDATION INC
          		Employer identification number

    56-2254231
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    SHARED VISIONS FOUNDATION INC
    EIN:
    56-2254231
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 3,490 873 0 2,617

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2021 DepreciationSchedule
    Name:
    SHARED VISIONS FOUNDATION INC
    EIN:
    56-2254231
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    BUILDING-MURPHY SCHOOL 2015-05-07 962,400 157,316 SL 39.000000000000 24,677 0 24,677  
    AUDIO EQUIPMENT 2010-06-18 500 500 SL 7.000000000000 0 0 0  
    SIGNS 2010-05-21 275 275 SL 7.000000000000 0 0 0  
    FURNITURE 2010-06-01 2,280 2,280 SL 7.000000000000 0 0 0  
    FURNITURE AND FIXTURES 2010-08-01 7,862 7,815 SL 7.000000000000 0 0 0  
    CHAIRS 2010-10-06 1,196 1,111 SL 7.000000000000 0 0 0  
    FRIDGE, OVEN, MICRO 2010-10-10 2,478 2,301 SL 7.000000000000 0 0 0  
    SIGNAGE 2015-02-23 918 862 SL 7.000000000000 56 0 56  
    LAND - MURPHY SCHOOL 2015-05-07 67,600   L   0 0 0  
    AUDITORIUM FLOOR UPGRADE 2016-02-28 1,448 207 SL 39.000000000000 37 0 37  
    ROOF IMPROVEMENTS 2016-07-15 1,255 168 SL 39.000000000000 32 0 32  
    NEW WAREHOUSE BUILDING 2017-09-01 167,347 17,522 SL 39.000000000000 4,291 0 4,291  
    FLOOR IMPROVEMENTS 2018-06-20 1,971 166 SL 39.000000000000 51 0 51  
    CHAIRS 2018-07-08 1,270 588 SL 7.000000000000 181 0 181  
    PAVING ENTRANCE 2019-02-05 2,200 150 SL 39.000000000000 56 0 56  
    BUILDING - 120 FORSYTH DRIVE 2019-11-01 138,251 6,794 SL 39.000000000000 3,545 0 3,545  
    LAND - 120 FORSYTH DRIVE 2019-11-01 81,749   L   0 0 0  
    BUILDING - 125 FORSYTH DRIVE 2019-11-01 145,710 7,161 SL 39.000000000000 3,736 0 3,736  
    LAND - 125 FORSYTH DRIVE 2019-11-01 75,290   L   0 0 0  

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    SHARED VISIONS FOUNDATION INC
    EIN:
    56-2254231
    Name of Bond End of Year Book Value End of Year Fair Market Value
    FIXED INCOME 421,615 393,878

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    SHARED VISIONS FOUNDATION INC
    EIN:
    56-2254231
    Name of Stock End of Year Book Value End of Year Fair Market Value
    EQUITIES 1,917,790 1,638,562

    TY 2021 InvestmentsOtherSchedule2
    Name:
    SHARED VISIONS FOUNDATION INC
    EIN:
    56-2254231
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ALTERNATIVE INVESTMENTS AT COST 273,747 311,748

    TY 2021 LandEtcSchedule2
    Name:
    SHARED VISIONS FOUNDATION INC
    EIN:
    56-2254231
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    BUILDING-MURPHY SCHOOL 962,400 181,993 780,407  
    AUDIO EQUIPMENT 500 500 0  
    SIGNS 275 275 0  
    FURNITURE 2,280 2,280 0  
    FURNITURE AND FIXTURES 7,862 7,815 47  
    CHAIRS 1,196 1,111 85  
    FRIDGE, OVEN, MICRO 2,478 2,301 177  
    SIGNAGE 918 918 0  
    LAND - MURPHY SCHOOL 67,600 0 67,600  
    AUDITORIUM FLOOR UPGRADE 1,448 244 1,204  
    ROOF IMPROVEMENTS 1,255 200 1,055  
    NEW WAREHOUSE BUILDING 167,347 21,813 145,534  
    FLOOR IMPROVEMENTS 1,971 217 1,754  
    CHAIRS 1,270 769 501  
    PAVING ENTRANCE 2,200 206 1,994  
    BUILDING - 120 FORSYTH DRIVE 138,251 10,339 127,912  
    LAND - 120 FORSYTH DRIVE 81,749 0 81,749  
    BUILDING - 125 FORSYTH DRIVE 145,710 10,897 134,813  
    LAND - 125 FORSYTH DRIVE 75,290 0 75,290  


    TY 2021 OtherExpensesSchedule
    Name:
    SHARED VISIONS FOUNDATION INC
    EIN:
    56-2254231
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CONTRACT SERVICES 6,815 0 0 6,815
    WEBSITE 6,331 0 0 6,331
    MISCELLANEOUS 5,885 0 0 5,885
    POSTAGE 45 0 0 45


    TY 2021 OtherIncomeSchedule2
    Name:
    SHARED VISIONS FOUNDATION INC
    EIN:
    56-2254231
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FORSYTH RENTALS AFFORDABLE HOUSING 33,255   33,255
    OTHER CHARLES SCHWAB INCOME 9,547 9,547 0
    SPECIAL EVENTS 47,941   47,941


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    SHARED VISIONS FOUNDATION INC
    EIN:
    56-2254231
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISORY FEES 16,697 16,697 0 0


    TY 2021 TaxesSchedule
    Name:
    SHARED VISIONS FOUNDATION INC
    EIN:
    56-2254231
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROPERTY TAXES 1,204 0 0 1,204
    EXCISE TAXES 5,693 0 0 0