SHARP CHARITABLE TR: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SHARP CHARITABLE TR (EIN 35-7004860)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202333199349101968
- Schema version
- 2022v5.0
- 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
- Form 990-PF
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T09:04:00-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043284670 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STACK & STACK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 393 TOTTEN POND ROAD | AddressLine1Txt |
| City | WALTHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02451 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 357004860 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHARP CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHAR | BusinessNameControlTxt |
| Phone | 6172536421 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36 FAIRMONT AVENUE | AddressLine1Txt |
| City | NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02158 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PHILLIP A SHARP | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6172536421 | PhoneNum |
| Signature | 2023-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PHILLIP | PersonFirstNm |
| Person Last | SHARP | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARY L STACK | PreparerPersonNm |
| PTIN | P00506913 | PTIN |
| Phone | 7818903300 | PhoneNum |
| Preparation | 2023-11-11 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,146,528 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,896,265 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,881 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,881 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $168,537 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $168,537 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$52,288 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,402,024 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,017,395 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $173,418 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $43,824 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $43,824 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,262 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $41,747 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $87,833 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $43,824 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,282,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,282,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,369,833 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $43,824 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,282,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $647,562 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $129,594 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $315,340 | CashBOYAmt |
| Cash EOY | $516,579 | CashEOYAmt |
| Cash EOYFMV | $516,579 | CashEOYFMVAmt |
| Corporate Stock BOY | $6,241,897 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,892,847 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,185,309 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $793,377 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $588,750 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $567,363 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $871,781 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $871,781 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $877,277 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,222,395 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,869,957 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,146,528 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $8,222,395 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,869,957 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,222,395 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,869,957 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,222,395 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,869,957 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,222,395 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $647,562 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,869,957 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,869,957 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| UNITED HEALTH GROUP INC. | P | 2015-01-30 | 2022-03-15 | $50,000 | $52,218 | -$2,218 | -$2,218 |
| DUKE ENERGY CORP | P | 2019-05-23 | 2022-05-13 | $50,000 | $50,437 | -$437 | -$437 |
| EATON CORP MTN | P | 2015-01-30 | 2022-09-15 | $50,000 | $50,998 | -$998 | -$998 |
| ORACLE CORP | P | 2015-01-30 | 2022-10-15 | $50,000 | $50,974 | -$974 | -$974 |
| ADOBE INC | P | 2021-08-17 | 2022-06-29 | $128,619 | $221,557 | -$92,938 | -$92,938 |
| APPLE INC | P | 1988-08-08 | 2022-06-29 | $178,154 | $210,062 | -$31,908 | -$31,908 |
| CALVERT EQUITY 1 | P | 2020-01-31 | 2022-06-29 | $1,180,360 | $1,000,000 | $180,360 | $180,360 |
| CALVERT EQUITY 1 | P | 2020-12-03 | 2022-06-29 | $29,882 | $29,673 | $209 | $209 |
| CALVERT EQUITY 1 | P | 2021-12-03 | 2022-06-29 | $40,390 | $48,662 | -$8,272 | -$8,272 |
| EATON VANCE ATLANTA CAPITAL SMID | P | 2019-01-11 | 2022-06-29 | $200,172 | $177,214 | $22,958 | $22,958 |
| ISHARES COHEN & STEARS REALTY | P | 2012-02-15 | 2022-06-29 | $163,643 | $322,527 | -$158,884 | -$158,884 |
| ISHARES COHEN & STEARS REALTY | P | 2012-02-15 | 2022-06-29 | $33,335 | $65,700 | -$32,365 | -$32,365 |
| SPDR S&P MID CAP 400 | P | 1988-08-08 | 2022-06-29 | $197,633 | $174,290 | $23,343 | $23,343 |
| CAPITAL GAINS DIVIDENDS | P | $49,836 | $49,836 | $49,836 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$52,288 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,801 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,801 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,801 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $23,485 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $23,485 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $21,684 | OverpaymentAmt |
| Applied To ES Tax | $21,684 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHILLIP & ANN SHARP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6172536421 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36 FAIRMONT AVENUE | AddressLine1Txt |
| City | NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02158 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| PHILLIP A SHARP | ||||||||
| 36 FAIRMONT AVENUE | NEWTON | MA | 02158 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| ANN H SHARP | ||||||||
| 36 FAIRMONT AVENUE | NEWTON | MA | 02158 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,624,555 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $415,960 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,040,515 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,040,515 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $195,608 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,844,907 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $642,245 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $642,245 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,801 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,801 | TotalTaxAmt |
| Distributable Before Adj | $640,444 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $640,444 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $640,444 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,282,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,282,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $640,444 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $1,261,930 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $5,349,446 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,611,376 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,282,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $640,444 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,641,556 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $8,252,932 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $8,252,932 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $1,261,930 | ExcessFromYear3Amt |
| Excess From Year1 | $5,349,446 | ExcessFromYear1Amt |
| Excess From Current Year | $1,641,556 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PHILLIP A SHARP | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BROAD INSTITUTE OF MIT & HARVARD | |||||||||||||
| 7 CAMBRIDGE CENTER ROOM 7011 | CAMBRIDGE | MA | 02142 | NONE | SCHOOL | UNRESTRICTED | $1,000 | ||||||
| BUZZARDS BAY COALTION | |||||||||||||
| 114 FRONT STREET | NEW BEDFORD | MA | 02740 | NONE | CHARITY | UNRESTRICTED | $1,000 | ||||||
| CONCORD HOSPITAL | |||||||||||||
| 250 PLEASANT STREET | CONCORD | NH | 03301 | NONE | HOSPITAL | UNRESTRICTED | $1,000 | ||||||
| CONGREGATIONAL UNITED CHURCH OF CHRIST | |||||||||||||
| 400 WEST RADIANCE DRIVE | GREENSBORO | NC | 27403 | NONE | CHARITY | UNRESTRICTED | $5,000 | ||||||
| ELIOT CHURCH OF NEWTON | |||||||||||||
| 474 CENTRE STREET | NEWTON | MA | 02458 | NONE | CHARITY | UNRESTRICTED | $14,000 | ||||||
| FRIENDS OF BOSTON'S HOMELESS | |||||||||||||
| 12 WISE STREET | BOSTON | MA | 02130 | NONE | CHARITY | UNRESTRICTED | $5,000 | ||||||
| FRIENDS OF THE NEWTON FREE LIBRARY | |||||||||||||
| 330 HOMER STREET | NEWTON | MA | 02459 | NONE | FOUNDATION | UNRESTRICTED | $1,000 | ||||||
| FRIENDS OF THE WATERBURY PUBLIC LIBRARY | |||||||||||||
| PO BOX 384 | WATERBURY | VT | 05676 | NONE | CHARITY | UNRESTRICTED | $1,000 | ||||||
| FRIENDS OF THE WATERBURY RESERVOIR | |||||||||||||
| PO BOX 341 | WATERBURY CENTER | VT | 05677 | NONE | CHARITY | UNRESTRICTED | $500 | ||||||
| GREENSBORO INDEPENDENT SCHOOL CORPORATION | |||||||||||||
| 5401 LAWNDALE DRIVE | GREENSBORO | NC | 27455 | NONE | SCHOOL | UNRESTRICTED | $2,000 | ||||||
| HUNGAR MOUNTAIN CHILDRENS CENTER | |||||||||||||
| 123 SOUTH MAIN STREET | WATERBURY | VT | 05676 | NONE | CHARITY | UNRESTRICTED | $5,000 | ||||||
| KOCH INSTITUTE FOR INTEGRATIVE CANCER RESEARCH AT MIT | |||||||||||||
| 77 MASSACHUSETTS AVENUE 76-158 | CAMBRIDGE | MA | 02139 | NONE | SCHOOL | UNRESTRICTED | $200,000 | ||||||
| MORE THAN WORDS | |||||||||||||
| 56 FELTON STREET | WALTHAM | MA | 02453 | NONE | CHARITY | UNRESTRICTED | $500 | ||||||
| MUSTARD SEED COMMUNITY HEALTH | |||||||||||||
| 238 S ENGLISH STREET | GREENSBORO | NC | 27401 | NONE | CHARITY | UNRESTRICTED | $5,000 | ||||||
| OPEN MEDICINE FOUNDATION | |||||||||||||
| 29302 LARO DRIVE | AGORA HILLS | CA | 91301 | NONE | FOUNDATION | UNRESTRICTED | $5,000 | ||||||
| PORTER MEMORIAL LIBRARY ASSOCIATION | |||||||||||||
| 92 COURT STREET | MACHIAS | ME | 04654 | NONE | FOUNDATION | UNRESTRICTED | $1,000 | ||||||
| ROSIE'S PLACE | |||||||||||||
| 889 HARRISON AVENUE | BOSTON | MA | 02118 | NONE | CHARITY | UNRESTRICTED | $5,000 | ||||||
| SCIENCE HISTORY INSTITUTE - BOSTON PIONEERS DINNER | |||||||||||||
| 315 CHESTNUT STREET | PHILADELPHIA | PA | 19106 | NONE | CHARITY | UNRESTRICTED | $3,000 | ||||||
| THE BAKER FREE LIBRARY FOUNDATION | |||||||||||||
| 509 SOUTH STREET | BOW | NH | 03304 | NONE | FOUNDATION | UNRESTRICTED | $2,000 | ||||||
| THE FRIENDLY KITCHEN | |||||||||||||
| PO BOX 373 | CONCORD | NH | 03302 | NONE | CHARITY | UNRESTRICTED | $2,000 | ||||||
| THE SECOND STEP INC | |||||||||||||
| PO BOX 600213 | NEWTONVILLE | MA | 02460 | NONE | CHARITY | UNRESTRICTED | $3,000 | ||||||
| UNIVERSITY OF ILLINOIS - PHILLIP & ANN SHARP CANCER CENTER | |||||||||||||
| UNIVERSITY OF ILLINOIS AT URBANA-CH | URBANA | IL | 61801 | NONE | SCHOOL | UNRESTRICTED | $2,000,000 | MPAIGN | |||||
| WASHINGTON COUNTY FOOD AND FUEL ALLIANCE | |||||||||||||
| PO BOX 297 | MACHIAS | ME | 04654 | NONE | CHARITY | UNRESTRICTED | $3,000 | ||||||
| WATERBURY AREA FOOD SHELF | |||||||||||||
| 57 SO MAIN STREET SUITE 3 | WATERBURY | VT | 05676 | NONE | CHARITY | UNRESTRICTED | $2,000 | ||||||
| WHITEHEAD INSTITUTE | |||||||||||||
| 455 MAIN STREET | CAMBRIDGE | MA | 02142 | NONE | CHARITY | UNRESTRICTED | $1,000 | ||||||
| NEW GARDEN FRIENDS SCHOOL | |||||||||||||
| 541128 NEW GARDEN ROAD | GREENSBORO | NC | 27410 | NONE | CHARITY | UNRESTRICTED | $2,000 | ||||||
| CENTRAL VERMONT ADULT BASIC EDUCATION | |||||||||||||
| 46 WASHINGTON STSUITE 100 | BARRE | VT | 05641 | NONE | CHARITY | UNRESTRICTED | $500 | ||||||
| CENTRAL VERMONT HUMANE SOCIETY | |||||||||||||
| PO BOX 687 | MONTPELIER | VT | 05641 | NONE | CHARITY | UNRESTRICTED | $500 | ||||||
| THE GAIRDNER FOUNDATION | |||||||||||||
| NONE | CHARITY | UNRESTRICTED | $2,000 | 101 COLLEGE STREET SUITE 335 | TORONTO | ONTARIO | CA | M5G 1L7 | |||||
| ARNOLD ARBORETUM OF HARVARD UNIVERSITY | |||||||||||||
| 125 ARBORWAY | BOSTON | MA | 02130 | NONE | CHARITY | UNRESTRICTED | $500 | ||||||
| RAZOM FBO UKRAINE | |||||||||||||
| 140 2ND AVENUE SUITE 305 | NEW YORK CITY | NY | 10003 | NONE | CHARITY | UNRESTRICTED | $5,000 | ||||||
| BOSTON MARATHON - FBO REILY MARTIN | |||||||||||||
| 125 NASHUA STREET SUITE 540 | BOSTON | MA | 02114 | NONE | CHARITY | UNRESTRICTED | $500 | ||||||
| BERK FUND FOR BIOLOGICAL RESEARCH (UCLA FOUNDATION) | |||||||||||||
| PO BOX 7145 | PASADENA | CA | 91109 | NONE | SCHOOL | UNRESTRICTED | $2,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,282,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,881 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $168,537 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$52,288 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $121,130 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $121,130 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | PHILLIP A SHARP | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36 FAIRMONT AVENUE | AddressLine1Txt |
| City | NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02458 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,896,265 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (10 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE INC | $76,268 | $74,794 |
| BURLINGTON NORTH | $52,227 | $49,201 |
| HOME DEPOT INC | $50,285 | $49,766 |
| MET LIFE INC. | $52,027 | $49,095 |
| MORGAN STANLEY | $77,494 | $74,726 |
| PEPSICO INC | $52,371 | $49,385 |
| SANOFI | $51,394 | $49,616 |
| TARGET CORP | $52,174 | $48,973 |
| TOYOTA MTR CR CORP | $49,328 | $48,956 |
| VERIZON COMMUNICATIONS | $75,182 | $72,851 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (46 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC IRELAND | $70,720 | $217,475 |
| ALPHABET INC-CL C | $62,935 | $202,304 |
| AMAZON.COM INC | $63,191 | $100,800 |
| AMERICAN TOWER CORP | $33,612 | $90,041 |
| AMGEN INC | $37,731 | $78,792 |
| APPLE INC | $2,941,573 | $3,267,090 |
| AVALONBAY COMMUNITIES INC | $36,146 | $41,995 |
| BERKSHIRE HATHAWAY INC | $51,738 | $92,670 |
| BIOGEN INC | $424,293 | $387,688 |
| BROADCOM INC | $194,858 | $237,630 |
| BROOKFIELD ASSET MGT CL A | $12,785 | $14,335 |
| CATERPILLAR INC | $31,028 | $88,637 |
| COMCAST CORP A | $65,658 | $95,293 |
| COSTCO WHOLESALE CORP | $38,432 | $148,363 |
| CVS HEALTH CORP | $36,319 | $58,244 |
| DANAHER CORP | $26,521 | $139,345 |
| DISNEY COMPANY | $74,809 | $71,676 |
| EATON VANCE-ATLANTA SM CP | $357,068 | $480,702 |
| FIRST REPUBLIC BANK | $43,397 | $103,607 |
| GILEAD SCIENCES INC | $41,744 | $55,803 |
| HOME DEPOT INC | $42,286 | $165,827 |
| ILLINOIS TOOL WORKS INC | $46,874 | $124,470 |
| ISHARES COHEN & STEERS REIT ETF | $259,813 | $416,784 |
| JOHNSON & JOHNSON | $40,545 | $75,076 |
| JP MORGAN CHASE & CO | $63,191 | $120,690 |
| LAUDER ESTEE COS INC-A | $28,948 | $105,447 |
| MASTERCARD INC A | $148,171 | $382,503 |
| MCDONALDS CORP | $64,437 | $140,989 |
| MICROCHIP TECHNOLOGY INC | $73,171 | $186,163 |
| MICROSOFT CORP | $202,105 | $341,744 |
| NESTLE SA SPONSORED ADR | $45,556 | $72,088 |
| NEXTERA ENERGY INC | $44,227 | $142,120 |
| NIKE INC B | $41,781 | $122,861 |
| NORFOLK SOUTHERN CORP | $39,361 | $117,050 |
| NOVO-NORDISK AS ADR-B | $42,716 | $155,641 |
| PEPSICO INC | $41,544 | $76,781 |
| PROCTER & GAMBLE CO | $50,377 | $68,202 |
| S P GLOBAL INC | $47,660 | $83,735 |
| SEMPRA ENERGY | $46,118 | $73,407 |
| SPDR S&P MIDCAP 400 ETF TRUST | $493,882 | $595,995 |
| STARBUCKS CORP | $79,793 | $126,480 |
| THERMO FISHER SCIENTIFIC INC | $31,901 | $192,742 |
| TORONTO DOMINION BANK | $64,124 | $85,807 |
| UNITED PARCEL SERVICE | $71,429 | $112,996 |
| VERIZON COMMUNICATIONS | $82,764 | $64,301 |
| BROOKFIELD CORP | $55,515 | $62,920 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EATON VANCE FLTG RT & H | AT COST | $400,000 | $357,128 |
| EATON VANCE STRATEGIC INCM | AT COST | $200,000 | $162,338 |
| RAYTHEON CO | AT COST | $74,182 | $121,104 |
| SCHWAB CHARLES CORP | AT COST | $62,599 | $124,890 |
| VANGUARD INTM TERM INVT | AT COST | $135,000 | $111,817 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER DEDUCTIONS | Desc |
| Revenue And Expenses Per Books | $41,747 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $43,824 | Amt |
| Net Investment Income | $43,824 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN WITHHOLDING TAXES | CategoryTxt |
| Amt | $2,262 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments