SHARP CHARITABLE TR: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
SHARP CHARITABLE TR (EIN 35-7004860)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-15
IRS object ID
202243199349101319
Schema version
2021v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-11-15T08:03:22-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN043284670PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1STACK & STACK LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1393 TOTTEN POND ROADAddressLine1Txt
CityWALTHAMCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02451ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN357004860EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SHARP CHARITABLE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSHARBusinessNameControlTxt
Phone6172536421PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line136 FAIRMONT AVENUEAddressLine1Txt
CityNEWTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02158ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPHILLIP A SHARPPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6172536421PhoneNum
Signature2022-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstPHILLIPPersonFirstNm
Person LastSHARPPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGARY L STACKPreparerPersonNm
PTINP00506913PTIN
Phone7818903300PhoneNum
Preparation2022-11-14PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$13,934,509FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$38InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$38InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$315,724DividendsRevAndExpnssAmt
Dividends Net Invst Incm$315,724DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,544,249NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$6,978,931GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,544,249CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,860,011TotalRevAndExpnssAmt
Total Net Invst Incm$1,860,011TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,490AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$68,056OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$68,056OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,751TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$74,297TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$68,056TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$6,080,534ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$6,080,534ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$6,154,831TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$68,056TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$6,080,534TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$4,294,820ExcessRevenueOverExpensesAmt
Net Investment Income$1,791,955NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$211,436CashBOYAmt
Cash EOY$315,340CashEOYAmt
Cash EOYFMV$315,340CashEOYFMVAmt
Corporate Stock BOY$10,394,907CorporateStockBOYAmt
Corporate Stock EOY$6,241,897CorporateStockEOYAmt
Corporate Stock EOYFMV$11,890,874CorporateStockEOYFMVAmt
Corporate Bonds BOY$954,210CorporateBondsBOYAmt
Corporate Bonds EOY$793,377CorporateBondsEOYAmt
Corporate Bonds EOYFMV$801,852CorporateBondsEOYFMVAmt
Other Investments BOY$956,662OtherInvestmentsBOYAmt
Other Investments EOY$871,781OtherInvestmentsEOYAmt
Other Investments EOYFMV$926,443OtherInvestmentsEOYFMVAmt
Total Assets BOY$12,517,215TotalAssetsBOYAmt
Total Assets EOY$8,222,395TotalAssetsEOYAmt
Total Assets EOYFMV$13,934,509TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$12,517,215RetainedEarningBOYAmt
Retained Earning EOY$8,222,395RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$12,517,215TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$8,222,395TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$12,517,215TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$8,222,395TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$12,517,215TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$4,294,820ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$8,222,395SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$8,222,395TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (38 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SPDR S&P MIDCAP 400 ETFP1988-08-082021-02-04$1,545,876$1,284,241$261,635$261,635
APPLE INC.P2021-02-04$704,673$495,850$208,823$208,823
KEYCORPP2015-01-302021-03-24$50,000$57,826-$7,826-$7,826
FEDEX CORPP2015-01-302021-05-20$51,396$50,771$625$625
BROOKFIELD ASSET MGT REINSURANCE PTRSP2021-06-282021-06-28$41$41$0$0
TWDC ENTERPRISESP2015-01-302021-08-06$50,000$52,236-$2,236-$2,236
MASTERCARD INC.P2021-08-17$108,072$29,518$78,554$78,554
MARRIOTT INTERNATIONAL INC.P2021-08-17$110,214$44,762$65,452$65,452
LOCKHEED MARTIN CORPP2021-02-042021-08-17$116,945$108,502$8,443$8,443
ALPHABET INC.P2021-08-17$136,178$20,780$115,398$115,398
RAYTHEON TECHNOLOGIESP2021-08-17$19,346$17,999$1,347$1,347
APPLE INC.P2021-08-17$194,099$214,181-$20,082-$20,082
UNITED PARCEL SERVICESP2019-12-262021-08-17$19,603$11,896$7,707$7,707
NORFOLK SOUTHERN CORPP2018-03-192021-08-17$19,864$10,442$9,422$9,422
MICROSOFT CORPP2018-05-312021-08-17$204,812$69,263$135,549$135,549
VANGUARD FTSE DEVELOPED ETFP2021-08-17$207,099$169,303$37,796$37,796
CATERPILLAR INC.P2021-08-17$21,167$13,260$7,907$7,907
SALESFORCE INC.P2021-02-042021-08-17$221,712$212,799$8,913$8,913
JP MORGAN CHASE & COP2020-01-312021-08-17$23,445$19,747$3,698$3,698
ESTEE LAUDER COSP2015-01-302021-08-17$24,107$5,315$18,792$18,792
CHARLES SCHWAB CORPP2021-08-17$25,244$17,915$7,329$7,329
NIKE INCL CL BP2020-01-312021-08-17$25,475$14,421$11,054$11,054
ETFMG PRIME CYBER SECURITYP2021-02-042021-08-17$304,551$303,568$983$983
ISHARES NASDAQ BIOTECHNOLOGYP2021-02-042021-08-17$312,784$304,286$8,498$8,498
EOG RESOURCES INC.P2021-08-17$46,375$51,182-$4,807-$4,807
HOME DEPOT INC.P2015-01-302021-08-17$47,934$15,706$32,228$32,228
EXXON MOBIL CORPP2021-08-17$48,321$69,287-$20,966-$20,966
BIOGEN INC.P2021-08-17$485,959$424,293$61,666$61,666
FIRST REPUBLIC BANKP2020-01-312021-08-17$49,134$27,702$21,432$21,432
CHEVRON CORPP2021-08-17$52,518$58,740-$6,222-$6,222
ISHARES MSCI EMERGING MKTP2021-08-17$546,445$464,781$81,664$81,664
PHILLIPS 66 COMP2021-08-17$56,434$60,703-$4,269-$4,269
MODELEZ INTERNATIONAL INCP2020-02-062021-08-17$57,319$52,315$5,004$5,004
BROOKFIELD ASSET MGT REINSURANCE PTRSP2021-06-282021-08-17$778$672$106$106
CHUB INC.P2021-08-17$78,037$46,787$31,250$31,250
SPDR S&P MIDCAP 400 ETFP1988-08-082021-08-17$786,255$590,751$195,504$195,504
ECOLAB INC. COMP2021-08-17$91,293$42,841$48,452$48,452
CAPITAL GAINS DIVIDENDSP$135,426$135,426$135,426
FieldValueIRS element (for citing)
Capital Gain Net Income$1,544,249CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$24,908InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$24,908SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$24,908TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,523EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$47,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$48,523TotalPaymentsAndCreditsAmt
Es Penalty$130EsPenaltyAmt
Overpayment$23,485OverpaymentAmt
Applied To ES Tax$23,485AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1PHILLIP & ANN SHARPBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6172536421PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line136 FAIRMONT AVENUEAddressLine1Txt
CityNEWTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02158ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PHILLIP A SHARP
36 FAIRMONT AVENUENEWTONMA02158TRUSTEE5.00$0$0$0
ANN H SHARP
36 FAIRMONT AVENUENEWTONMA02158TRUSTEE5.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$15,086,784AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$263,384AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$15,350,168TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$15,350,168AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$230,253CashDeemedCharitableAmt
Net Vl Noncharitable Assets$15,119,915NetVlNoncharitableAssetsAmt
Minimum Investment Return$755,996MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$755,996MinimumInvestmentReturnAmt
Tax Based On Investment Income$24,908TaxBasedOnInvestmentIncomeAmt
Total Tax$24,908TotalTaxAmt
Distributable Before Adj$731,088DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$731,088DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$731,088DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$6,080,534ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$6,080,534QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$731,088DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$1,261,930ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$1,261,930TotalExcessDistributionCyovAmt
Qualifying Distributions$6,080,534QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$731,088AppliedToCurrentYearAmt
Remaining Distri From Corpus$5,349,446RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$6,611,376TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$6,611,376ExcessDistriCyovToNextYrAmt
Excess From Year2$1,261,930ExcessFromYear2Amt
Excess From Current Year$5,349,446ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerPHILLIP A SHARPContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
THE BAKER FREE LIBRARY FOUNDATION
509 SOUTH STREETBOWNH03304NONEFOUNDATIONUNRESTRICTED$2,000
BROAD INSTITUTE OF MIT & HARVARD
7 CAMBRIDGE CENTER ROOM 7011CAMBRIDGEMA02142NONESCHOOLUNRESTRICTED$1,000
BUZZARDS BAY COALTION
114 FRONT STREETNEW BEDFORDMA02740NONECHARITYUNRESTRICTED$1,000
CONCORD HOSPITAL
250 PLEASANT STREETCONCORDNH03301NONEHOSPITALUNRESTRICTED$1,000
CONGREGATIONAL UNITED CHURCH OF CHRIST
400 WEST RADIANCE DRIVEGREENSBORONC27403NONECHARITYUNRESTRICTED$5,000
FRIENDS OF BOSTON'S HOMELESS
12 WISE STREETBOSTONMA02130NONECHARITYUNRESTRICTED$5,000
FRIENDS OF THE NEWTON FREE LIBRARY
330 HOMER STREETNEWTONMA02459NONEFOUNDATIONUNRESTRICTED$1,000
FRIENDS OF THE WATERBURY PUBLIC LIBRARY
PO BOX 384WATERBURYVT05676NONECHARITYUNRESTRICTED$1,000
FRIENDS OF THE WATERBURY RESERVOIR
PO BOX 341WATERBURY CENTERVT05677NONECHARITYUNRESTRICTED$500
GREENSBORO INDEPENDENT SCHOOL CORPORATION
5401 LAWNDALE DRIVEGREENSBORONC27455NONESCHOOLUNRESTRICTED$4,000
HUNGAR MOUNTAIN CHILDRENS CENTER
123 SOUTH MAIN STREETWATERBURYVT05676NONECHARITYUNRESTRICTED$5,000
MORE THAN WORDS
56 FELTON STREETWALTHAMMA02453NONECHARITYUNRESTRICTED$500
MUSTARD SEED COMMUNITY HEALTH
238 S ENGLISH STREETGREENSBORONC27401NONECHARITYUNRESTRICTED$5,000
OPEN MEDICINE FOUNDATION
29302 LARO DRIVEAGORA HILLSCA91301NONEFOUNDATIONUNRESTRICTED$5,000
PORTER MEMORIAL LIBRARY ASSOCIATION
92 COURT STREETMACHIASME04654NONEFOUNDATIONUNRESTRICTED$1,000
ROSIE'S PLACE
889 HARRISON AVENUEBOSTONMA02118NONECHARITYUNRESTRICTED$5,000
SCIENCE HISTORY INSTITUTE - BOSTON PIONEERS DINNER
315 CHESTNUT STREETPHILADELPHIAPA19106NONECHARITYUNRESTRICTED$3,000
THE CHILDREN'S ROOM
47 STOWE STREETWATERBURYVT05676NONECHARITYUNRESTRICTED$1,000
THE FRIENDLY KITCHEN
PO BOX 373CONCORDNH03302NONECHARITYUNRESTRICTED$2,000
THE SECOND STEP INC
PO BOX 600213NEWTONVILLEMA02460NONECHARITYUNRESTRICTED$3,000
WASHINGTON COUNTY FOOD AND FUEL ALLIANCE
PO BOX 297MACHIASME04654NONECHARITYUNRESTRICTED$3,000
WATERBURY AREA FOOD SHELF
57 SO MAIN STREET SUITE 3WATERBURYVT05676NONECHARITYUNRESTRICTED$2,000
WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH
NINE CAMBRIDGE CENTERCAMBRIDGEMA02142NONECHARITYUNRESTRICTED$1,000,000
LARRY WELLS SCHOLARSHIP FUNDUNIVERSITY OF KENTUCKY
1451 UNIVERSITY DRIVELEXINGTONKY405460097NONESCHOOLUNRESTRICTED$5,000
ELIOT CHURCH OF NEWTON
474 CENTRE STREETNEWTONMA02458NONECHARITYUNRESTRICTED$14,000
ST ELIZABETH FOUNDATION
8054 SUMMA AVE SUITE ABATAN ROUGELA70809NONEFOUNDATIONUNRESTRICTED$200
SHARP SCHOLARSHIP DINNER
350 WOOD STREETNEW WILMINGTONPA16142NONECHARITYUNRESTRICTED$834
PHILLIP AND ANN SHARP LIFE SCIENCES FELLOWSHIP FUND
315 CHESTNUT STREETPHILADELPHIAPA19106NONESCHOOLUNRESTRICTED$5,000,000
LIFE SCIENCES CARES
PO BOX 425485CAMBRIDGEMA02142NONECHARITYUNRESTRICTED$3,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$6,080,534TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$38ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$315,724ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,544,249ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,860,011ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,860,011TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$4,490Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (14 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
APPLE INC$76,268$76,565
BURLINGTON NORTH$52,227$52,596
DUKE ENERGY$50,437$50,461
EATON CORP$50,998$50,933
HOME DEPOT INC$50,285$50,999
MET LIFE INC.$52,027$52,773
MORGAN STANLEY$77,494$78,115
ORACLE CORP$50,974$50,710
PEPSICO INC$52,371$52,687
SANOFI$51,394$51,833
TARGET CORP$52,174$53,014
TOYOTA MTR CR CORP$49,328$51,262
UNITEDHLTH GROUP INC 2.875%$52,218$50,099
VERIZON COMMUNICATIONS$75,182$79,805

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (47 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ACCENTURE PLC IRELAND$70,720$337,358
ALPHABET INC-CL C$62,935$329,869
AMAZON.COM INC$63,191$200,060
AMERICAN TOWER CORP$33,612$124,313
AMGEN INC$37,731$67,491
APPLE INC$255,370$873,644
AVALONBAY COMMUNITIES INC$36,146$65,673
BERKSHIRE HATHAWAY INC$51,738$89,700
BIOGEN INC$424,923$335,888
BROOKFIELD ASSET MGT CL A$68,300$120,760
CALVERT EQUITY PORTFOLIO-I$1,078,335$1,586,388
CATERPILLAR INC$31,028$76,494
COMCAST CORP A$65,658$137,149
COSTCO WHOLESALE CORP$38,432$184,503
CVS HEALTH CORP$31,319$64,475
DANAHER CORP$26,521$172,730
DISNEY COMPANY$74,809$127,784
EATON VANCE-ATLANTA SM CP$534,282$817,615
FIRST REPUBLIC BANK$43,397$175,534
GILEAD SCIENCES INC$41,744$47,197
HOME DEPOT INC$42,286$217,880
ILLINOIS TOOL WORKS INC$46,874$139,442
ISHARES COHEN & STEERS REIT ETF$648,040$825,468
JOHNSON & JOHNSON$40,545$72,705
JP MORGAN CHASE & CO$63,191$142,515
LAUDER ESTEE COS INC-A$28,948$157,335
MASTERCARD INC A$148,171$395,252
MCDONALDS CORP$64,437$143,417
MICROCHIP TECHNOLOGY INC$73,171$230,709
MICROSOFT CORP$202,105$479,256
NESTLE SA SPONSORED ADR$45,556$87,731
NEXTERA ENERGY INC$44,227$158,712
NIKE INC B$41,781$175,004
NORFOLK SOUTHERN CORP$39,361$141,412
NOVO-NORDISK AS ADR-B$42,716$128,800
PEPSICO INC$41,544$73,827
PROCTER & GAMBLE CO$50,377$73,611
S P GLOBAL INC$47,660$117,983
SEMPRA ENERGY$46,118$62,833
SPDR S&P MIDCAP 400 ETF TRUST$668,172$942,695
STARBUCKS CORP$79,793$149,137
THERMO FISHER SCIENTIFIC INC$31,901$233,534
TORONTO DOMINION BANK$64,124$101,601
UNITED PARCEL SERVICE$71,429$139,321
VERIZON COMMUNICATIONS$82,764$84,799
ADOBE INC.$221,557$198,471
BROADCOM INC$194,858$282,799

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (5 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
EATON VANCE FLTG RT & HAT COST$400,000$387,371
EATON VANCE STRATEGIC INCMAT COST$200,000$175,927
RAYTHEON COAT COST$74,182$103,272
SCHWAB CHARLES CORPAT COST$62,599$126,150
VANGUARD INTM TERM INVTAT COST$135,000$133,723

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$68,056Amt
Net Investment Income$68,056NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN WITHHOLDING TAXESCategoryTxt
Amt$1,751Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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