SHARP CHARITABLE TR: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
SHARP CHARITABLE TR (EIN 35-7004860)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-15
IRS object ID
202143199349102664
Schema version
2020v4.1
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-15T10:02:54-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

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 Begin2020-01-01TaxPeriodBeginDt

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
Signature2021-11-09SignatureDt
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
Preparation2021-11-09PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$16,765,338FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,018,869ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1,645InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,645InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$219,119DividendsRevAndExpnssAmt
Dividends Net Invst Incm$219,119DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$365,259NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,082,836GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$365,259CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,604,892TotalRevAndExpnssAmt
Total Net Invst Incm$586,023TotalNetInvstIncmAmt
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$4,280AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$48,146OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$48,146OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,824TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$54,250TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$48,146TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$681,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$681,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$735,250TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$48,146TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$681,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,869,642ExcessRevenueOverExpensesAmt
Net Investment Income$537,877NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$242,366CashBOYAmt
Cash EOY$211,436CashEOYAmt
Cash EOYFMV$211,436CashEOYFMVAmt
Corporate Stock BOY$8,359,520CorporateStockBOYAmt
Corporate Stock EOY$10,394,907CorporateStockEOYAmt
Corporate Stock EOYFMV$14,602,187CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,163,897CorporateBondsBOYAmt
Corporate Bonds EOY$954,210CorporateBondsEOYAmt
Corporate Bonds EOYFMV$981,522CorporateBondsEOYFMVAmt
Other Investments BOY$881,790OtherInvestmentsBOYAmt
Other Investments EOY$956,662OtherInvestmentsEOYAmt
Other Investments EOYFMV$970,193OtherInvestmentsEOYFMVAmt
Total Assets BOY$10,647,573TotalAssetsBOYAmt
Total Assets EOY$12,517,215TotalAssetsEOYAmt
Total Assets EOYFMV$16,765,338TotalAssetsEOYFMVAmt
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$10,647,573RetainedEarningBOYAmt
Retained Earning EOY$12,517,215RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$10,647,573TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$12,517,215TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$10,647,573TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$12,517,215TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$10,647,573TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,869,642ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$12,517,215SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$12,517,215TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
JOHN DEERE CAPITAL CORPP2015-02-202020-01-15$50,000$50,123-$123-$123
APPLE INC.P2020-01-28$315,642$107,878$207,764$207,764
VANICK AGRIBUSINESSP2020-01-28$575,463$599,082-$23,619-$23,619
ISHARES COHEN & STEERSP2020-01-28$662,499$569,441$93,058$93,058
COLGATE PALMOLIVEP2020-02-06$53,162$43,912$9,250$9,250
AMGEN INC.P2015-01-302020-03-22$50,453$53,475-$3,022-$3,022
OTIS WORLDWIDEP2013-04-162020-05-14$23$25-$2-$2
RATHEON TECHNOLOGIESP2017-05-012020-04-03$29$29$0$0
ABBVIE INCP2016-11-142020-05-14$50,000$50,165-$165-$165
ANHEUSER BUSCHP2020-05-21$17,727$43,932-$26,205-$26,205
CARRIER GLOBALP2020-05-22$10,122$10,203-$81-$81
OTTIS WORLDWIDEP2020-05-22$13,636$14,245-$609-$609
BOOKING HOLDINGS INC.P2018-08-092020-10-05$42,685$48,170-$5,485-$5,485
BOOKING HOLDINGS INC.P2020-01-312020-10-05$25,611$27,353-$1,742-$1,742
BOEING CO INC.P2020-11-13$60,427$43,620$16,807$16,807
PRUDENTIAL FINANCIAL INC.P2015-01-302020-11-15$50,000$55,924-$5,924-$5,924
CAPITAL GAINS DIVIDENDSP$105,357$105,357$105,357
FieldValueIRS element (for citing)
Capital Gain Net Income$365,259CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$7,476InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$7,476SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$7,476TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$8,999EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$10,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$18,999TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$11,523OverpaymentAmt
Applied To ES Tax$11,523AppliedToESTaxAmt
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$15,013,581AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$226,826AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$15,240,407TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$15,240,407AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$228,606CashDeemedCharitableAmt
Net Vl Noncharitable Assets$15,011,801NetVlNoncharitableAssetsAmt
Minimum Investment Return$750,590MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$750,590MinimumInvestmentReturnAmt
Tax Based On Investment Income$7,476TaxBasedOnInvestmentIncomeAmt
Total Tax$7,476TotalTaxAmt
Distributable Before Adj$743,114DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$743,114DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$743,114DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$681,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$681,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$681,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$743,114DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$1,324,044ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,324,044TotalExcessDistributionCyovAmt
Qualifying Distributions$681,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$681,000AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$62,114ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$62,114ExcessDistributionCyovAppCYAmt
Total Corpus$1,261,930TotalCorpusAmt
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$1,261,930ExcessDistriCyovToNextYrAmt
Excess From Year1$1,261,930ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
BAKER FREE LIBRARY
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
MORE THAN WORDS
376 MOODY 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
THE CHILDREN'S ROOM
47 STOWE STREETWATERBURYVT05676NONECHARITYUNRESTRICTED$1,000
THE ELIOT CHURCH OF NEWTON
474 CENTRE STREETNEWTONMA02458NONECHARITYUNRESTRICTEDUNRESTRICTED$14,000
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
NINE CAMBRIDGE CENTERCAMBRIDGEMA02142NONECHARITYUNRESTRICTED$1,000
MGH MARATHON TEAM
125 NASHUA STREET SUITE 540BOSTONMA02114NONECHARITYUNRESTRICTED$1,000
SCIENCE HISTORY INSTITUTE
315 CHESTNUT STREETPHILADELPHIAPA19106NONECHARITYUNRESTRICTED$3,000
MA COVID 19
265 FRANKLIN STREET BOX 304BOSTONMA02110NONECHARITYUNRESTRICTED$101,000
COMBINED JEWISH PHILANTHROPIES
126 HIGH STREETBOSTONMA02110NONECHARITYUNRESTRICTED$1,000
GREATER BOSTON FOOD BANK
70 SOUTH BAY AVENUEBOSTONMA02118NONECHARITYUNRESTRICTED$1,000
UNIVERSITY OF ILLINOIS - SHARP PROFESSORSHIP
UNIVERSITY OF ILLINOIS AT URBANA-CHURBANAIL61801NONESCHOOLUNRESTRICTED$500,000MPAIGN
MIT STAFF EMERGENCY HARDSHIP FUND
600 MEMORIAL DRIVE THIRD FLOORCAMBRIDGEMA02139NONESCHOOLUNRESTRICTED$5,000
HUNGAR MOUNTAIN CHILDRENS CENTER
123 SOUTH MAIN STREETWATERBURYVT05676NONECHARITYUNRESTRICTED$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$681,000TotalGrantOrContriPdDurYrAmt
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$1,645ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$219,119ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$365,259ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$586,023ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$586,023TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonPHILLIP A SHARPContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line136 FAIRMONT AVENUEAddressLine1Txt
CityNEWTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02458ZIPCd
FieldValueIRS element (for citing)
Total Contributions$2,018,869TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$4,280Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (17 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
APPLE INC$76,268$78,759
BURLINGTON NORTH$52,227$54,810
DUKE ENERGY$50,437$51,795
EATON CORP$50,998$52,173
FEDEX CORP$50,771$51,730
HOME DEPOT INC$50,285$52,442
KEY CORP$57,826$50,524
MET LIFE INC.$52,027$54,954
MORGAN STANLEY$77,494$81,392
ORACLE CORP$50,974$51,972
PEPSICO INC$52,371$54,562
SANOFI$51,394$53,627
TARGET CORP$52,174$55,352
THE WALT DISNEY CO$52,236$50,763
TOYOTA MTR CR CORP$49,328$52,607
UNITEDHLTH GROUP INC 2.875%$52,218$51,221
VERIZON COMMUNICATIONS$75,182$82,839

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (55 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ACCENTURE PLC IRELAND$70,720$212,886
ALPHABET INC-CL C$62,935$199,714
ALPHABET INC/CA-CL A$20,780$87,632
AMAZON.COM INC$63,191$195,416
AMERICAN TOWER CORP$33,612$95,396
AMGEN INC$37,831$68,976
APPLE INC$965,401$1,515,320
AVALONBAY COMMUNITIES INC$36,146$41,712
BERKSHIRE HATHAWAY INC$51,738$69,561
BIOGEN INC$848,585$685,608
CATERPILLAR INC$44,288$85,549
CHEVRON CORP$58,740$44,336
COMCAST CORP A$65,658$142,790
COSTCO WHOLESALE CORP$38,432$122,454
CVS HEALTH CORP$36,319$42,688
DANAHER CORP$26,521$116,624
DISNEY COMPANY$74,709$149,474
EATON VANCE-ATLANTA SM CP$534,282$745,251
ECOLAB INC$42,841$89,789
EOG RESOURCES INC$51,182$34,909
EXXON MOBIL CORP$69,287$36,068
FIRST REPUBLIC BANK$71,099$161,623
GILEAD SCIENCES INC$41,744$37,869
HOME DEPOT INC$57,992$179,294
ILLINOIS TOOL WORKS INC$46,874$115,192
ISHARES COHEN & STEERS REIT ETF$648,040$584,598
ISHARES MSCI EMERGING MKTS ETF$464,781$562,841
JOHNSON & JOHNSON$40,545$66,887
JP MORGAN CHASE & CO$82,938$133,424
LAUDER ESTEE COS INC-A$34,263$133,095
MARRIOTT INTERNATIONAL INC A$44,762$112,132
MASTERCARD INC A$76,406$392,634
MCDONALDS CORP$64,437$114,800
MICROCHIP TECHNOLOGY INC$73,171$182,996
MICROSOFT CORP$168,211$378,114
NESTLE SA SPONSORED ADR$45,556$73,625
NEXTERA ENERGY INC$44,227$131,155
NIKE INC B$56,202$169,764
NORFOLK SOUTHERN CORP$49,803$130,686
NOVO-NORDISK AS ADR-B$42,716$80,328
PEPSICO INC$41,544$63,028
PHILLIPS 66$60,703$56,651
S P GLOBAL INC$47,660$82,183
SEMPRA ENERGY$46,118$60,520
SPDR S&P MIDCAP 400 ETF TRUST$2,543,164$2,910,466
STARBUCKS CORP$79,793$136,400
THERMO FISHER SCIENTIFIC INC$31,901$163,023
TORONTO DOMINION BANK$64,123$74,756
UNITED PARCEL SERVICE$83,325$126,300
VANGUARD FTSE DEVELOPED MARKETS ETF$726,182$884,527
VERIZON COMMUNICATIONS$82,764$95,880
CALVERT EQUITY PORTFOLIO-I$1,029,673$1,227,467
MONDELEZ INTERNATIONAL INC$52,315$52,623
PROCTER & GAMBLE CO$50,377$62,613
BROOKFIELD ASSET MGT CL A$68,300$82,540

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (6 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
CHUBB LTDAT COST$48,787$65,416
EATON VANCE FLTG RT & HAT COST$400,000$382,923
EATON VANCE STRATEGIC INCMAT COST$200,000$181,116
RAYTHEON COAT COST$92,361$101,902
SCHWAB CHARLES CORPAT COST$80,514$98,124
VANGUARD INTM TERM INVTAT COST$135,000$140,712

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$48,146Amt
Net Investment Income$48,146NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN WITHHOLDING TAXES$1,324$0$0
STATE PC TAXES$500$0$0

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