Civic Intelligence

Sherwood Fund

990PF • Fiscal year 2019 • EIN 84-3511408

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

PO Box 1540Middleburg, VA 20118

(540) 326-8954

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2019

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

43rd percentile

0.0%

Higher net margin than 43% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Assets

$0

No earlier filing loaded for comparison.

Net Assets

$0

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$11,953

No earlier filing loaded for comparison.

Expenses

$11,953

No earlier filing loaded for comparison.

Net Income

$0

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$100M$50M$0Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019Assets 2020: $884,929Liabilities 2020: $629Net Assets 2020: $884,3002020Assets 2021: $33,799,330Liabilities 2021: $427Net Assets 2021: $33,798,9032021Assets 2022: $59,610,939Liabilities 2022: $423Net Assets 2022: $59,610,5162022Assets 2023: $84,521,461Liabilities 2023: $0Net Assets 2023: $84,521,4612023Assets 2024: $96,828,039Liabilities 2024: $11,001Net Assets 2024: $96,817,0382024

Highlighted filing

2019

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40M$30M$20M$10M$0Revenue 2019: $11,953Expenses 2019: $11,953Net Income 2019: $02019Revenue 2020: $1,050,068Expenses 2020: $165,768Net Income 2020: $884,3002020Revenue 2021: $33,040,100Expenses 2021: $125,497Net Income 2021: $32,914,6032021Revenue 2022: $25,352,886Expenses 2022: $247,583Net Income 2022: $25,105,3032022Revenue 2023: $25,158,281Expenses 2023: $247,336Net Income 2023: $24,910,9452023Revenue 2024: $13,124,280Expenses 2024: $828,703Net Income 2024: $12,295,5772024

Highlighted filing

2019

Revenue$11,953
Expenses$11,953
Net Income$0
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES T AKRE JRPres./Sec./Treas.-$0--
DEANNA S AKREVice President-$0--
THOMAS SB AKREVice President-$0--
ALEXIS A AKREVice President-$0--
ANDREW C AKREVice President-$0--
Filing and Contact Details

Filer

Filer Name
Sherwood Fund
EIN
84-3511408
Phone
5403268954
Address
PO BOX 1540, MIDDLEBURG, VA 20118

Signing Officer

Name
Charles T Akre
Title
President
Phone
5403268954
Signed
2020-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Yount Hyde & Barbour Pc
Address
PO BOX 467, MIDDLEBURG, VA 20118
Preparer
Joshua C Kerr Hobert CPA
Phone
5406876381
Raw XML Appendix296 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0CHARLES T AKRE JR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE PRESIDENT
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4VICE PRESIDENT
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0SHERWOOD FUND ("SHERWOOD") EXPECTS TO ACQUIRE (BY PURCHASE OR DONATION) ONE OR MORE PARCELS OF REAL ESTATE IN VIRGINIA IN THE NEXT FEW YEARS. IN 2019, SHERWOOD BEGAN WORKING WITH ITS ADVISORS TO FORMULATE PLANS FOR DIRECT CHARITABLE PROJECTS THAT WILL MAKE USE OF SUCH REAL ESTATE. PROJECTS BEING CONSIDERED INVOLVE LOW-INCOME HOUSING, OFFICE SPACE FOR NON-PROFITS AND ENVIRONMENTAL CONSERVATION. THIS PLANNING IS A NECESSARY FIRST STEP IN DEVELOPING IMPACTFUL CHARITABLE PROJECTS AND SCALING SHERWOOD FUND'S OPERATIONS.
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0CHARLES T AKRE JR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO BOX 1540
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0MIDDLEBURG
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0VA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd020118
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt011953
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01610
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt011953
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0CHARLES T AKRE JR
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0PO BOX 1540
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0MIDDLEBURG
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0VA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd020118
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES T AKRE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05403268954
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHERWOOD FUND
ReturnHeader/Filer/BusinessNameControlTxt0SHER
ReturnHeader/Filer/EIN0843511408
ReturnHeader/Filer/PhoneNum05403268954
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1540
ReturnHeader/Filer/USAddress/CityNm0MIDDLEBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd020118
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F3D18B48D4FFAF4AC14C912788ACDAE7C49AB873
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D64ABE07AC31C95A0B003C73E811EB89AE151D01
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.88.189.113
ReturnHeader/FilingSecurityInformation/IPDt02020-11-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm008:02:58
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541149263
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0YOUNT HYDE & BARBOUR PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 467
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MIDDLEBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020118
ReturnHeader/PreparerPersonGrp/PhoneNum05406876381
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSHUA C KERR HOBERT CPA
ReturnHeader/ReturnTs02020-11-16T09:11:29-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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