SHARP CHARITABLE TR: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
SHARP CHARITABLE TR (EIN 35-7004860)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-14
IRS object ID
202043199349100014
Schema version
2019v5.1
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)
Return2020-11-14T11:04:41-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

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 Begin2019-01-01TaxPeriodBeginDt

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
Signature2020-11-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGARY L STACKPreparerPersonNm
PTINP00506913PTIN
Phone7818903300PhoneNum
Preparation2020-11-09PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address23.25.235.181IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-09IPDt
IP Tm13:39:59IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id94AE38EEAD80E3D62A5A006A254569847C02FE14AtSubmissionCreationDeviceId
At Submission Filing Device Id94AE38EEAD80E3D62A5A006A254569847C02FE14AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$13,715,644FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,068,509ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$7,939InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$7,939InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$218,491DividendsRevAndExpnssAmt
Dividends Net Invst Incm$218,491DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$259,727NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,270,175GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$259,727CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,554,666TotalRevAndExpnssAmt
Total Net Invst Incm$486,157TotalNetInvstIncmAmt
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$3,950AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$52,545OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$52,545OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,127TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$58,622TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$52,545TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,000,879ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,000,879ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,059,501TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$52,545TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,000,879TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$495,165ExcessRevenueOverExpensesAmt
Net Investment Income$433,612NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$101,748CashBOYAmt
Cash EOY$242,366CashEOYAmt
Cash EOYFMV$242,366CashEOYFMVAmt
Corporate Stock BOY$8,120,732CorporateStockBOYAmt
Corporate Stock EOY$8,359,520CorporateStockEOYAmt
Corporate Stock EOYFMV$11,422,186CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,048,138CorporateBondsBOYAmt
Corporate Bonds EOY$1,163,897CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,162,688CorporateBondsEOYFMVAmt
Other Investments BOY$881,790OtherInvestmentsBOYAmt
Other Investments EOY$881,790OtherInvestmentsEOYAmt
Other Investments EOYFMV$888,404OtherInvestmentsEOYFMVAmt
Total Assets BOY$10,152,408TotalAssetsBOYAmt
Total Assets EOY$10,647,573TotalAssetsEOYAmt
Total Assets EOYFMV$13,715,644TotalAssetsEOYFMVAmt
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$10,152,408RetainedEarningBOYAmt
Retained Earning EOY$10,647,573RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$10,152,408TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$10,647,573TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$10,152,408TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$10,647,573TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$10,152,408TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$495,165ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$10,647,573SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$10,647,573TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDtSoldSoldDt
SPDR S&P MIDCAP 400 EFTP$1,031,785$772,139$259,646$259,646
BIOGEN INC.P$1,410,712$1,415,622-$4,910-$4,9101988-08-08
TOYOTA MOTOR CREDITP$50,000$51,273-$1,273-$1,2732015-01-302019-01-17
LINDE PLCP$48,545$49,037-$492-$4922018-10-312019-01-30
ABBVIE INC.P$31,592$44,522-$12,930-$12,9302018-03-192019-02-06
CISCO SYSTEMS INC.P$50,000$56,840-$6,840-$6,8402015-01-302019-02-15
WARNER MEDIA LLCP$51,988$56,320-$4,332-$4,3322015-01-302019-03-27
BP CAPITAL MARKETS PLCP$50,000$50,932-$932-$9322015-01-302019-05-10
CVS HEALTH CORPP$51,666$55,501-$3,835-$3,8352015-01-302019-08-04
ISHARES CORE HIGH DIVP$329,051$332,403-$3,352-$3,3522019-04-172019-10-24
ANHEUSER BUSCHP$24,236$24,266-$30-$302016-11-152019-10-29
COSTCO WHOLESALEP$50,000$50,284-$284-$2842015-01-302019-12-15
FEDEX CORPP$37,776$51,309-$13,533-$13,5332019-12-24
CAPITAL GAINS DIVIDENDSP$52,824$52,824$52,824
FieldValueIRS element (for citing)
Capital Gain Net Income$259,727CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$600,685AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$9,748,953NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.061615DistributionYr1Rt
Adjusted Qlfy Distri Yr2$594,418AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$8,407,677NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.070699DistributionYr2Rt
Adjusted Qlfy Distri Yr3$305,476AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$7,712,252NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.039609DistributionYr3Rt
Adjusted Qlfy Distri Yr4$219,601AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$6,416,947NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.034222DistributionYr4Rt
Adjusted Qlfy Distri Yr5$90,026AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$4,129,198NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.021802DistributionYr5Rt
Total Distribution0.227947TotalDistributionRt
Average Distribution0.045589AverageDistributionRt
Net Vl Noncharitable Assets$11,965,583NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$545,499AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$4,336NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$549,835AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$2,000,879QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$4,336InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4,336SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4,336TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$13,335EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$13,335TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$8,999OverpaymentAmt
Applied To ES Tax$8,999AppliedToESTaxAmt
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$11,717,505AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$430,295AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$12,147,800TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$12,147,800AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$182,217CashDeemedCharitableAmt
Net Vl Noncharitable Assets$11,965,583NetVlNoncharitableAssetsAmt
Minimum Investment Return$598,279MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$598,279MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,336TaxBasedOnInvestmentIncomeAmt
Total Tax$4,336TotalTaxAmt
Distributable Before Adj$593,943DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$593,943DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$593,943DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,000,879ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,000,879QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$4,336PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,996,543AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$593,943DistributableAsAdjustedAmt
Undistributed Income PY$82,892UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$2,000,879QualifyingDistributionsAmt
Applied To Year1$82,892AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$593,943AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,324,044RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,324,044TotalCorpusAmt
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$1,324,044ExcessDistriCyovToNextYrAmt
Excess From Current Year$1,324,044ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BAKER FREE LIBRARY
509 SOUTH STREETBOWNH03304NONEFOUNDATIONUNRESTRICTED$2,000
BOW POPS
55 FALCON WAYBOWNH03304NONESCHOOLUNRESTRICTED$500
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
DOWNEAST COASTAL CONSERVANCY
PO BOX 760MACHIASME04654NONECHARITYUNRESTRICTED$5,000
FRIENDS OF BOSTON'S HOMELESS
12 WISE STREETBOSTONMA02130NONECHARITYUNRESTRICTED$3,000
FRIENDS OF THE NEWTON FREE LIBRARY
330 HOMER STREETNEWTONMA02459NONEFOUNDATIONUNRESTRICTED$1,000
FRIENDS OF THE WATERBURY PUBLIC LIBRARY
PO BOX 384WATERBURYVT05676NONECHARITYUNRESTRICTED$1,000
GREENSBORO INDEPENDENT SCHOOL CORPORATION
5401 LAWNDALE DRIVEGREENSBORONC27455NONESCHOOLUNRESTRICTED$4,000
MIT MUSEUM AT KENDALL EXHIBITIONS
600 MEMORIAL DRIVE THIRD FLOORCAMBRIDGEMA02139NONEMUSEUMUNRESTRICTED$1,500,000
MIT VIDEO PRODUCTIONS
700 TECHNOLOGY SQUARECAMBRIDGEMA02139NONESCHOOLUNRESTRICTED$114,379
MORE THAN WORDS
376 MOODY STREETWALTHAMMA02453NONECHARITYUNRESTRICTED$500
OPEN MEDICINE FOUNDATION
29302 LARO DRIVEAGORA HILLSCA91301NONEFOUNDATIONUNRESTRICTED$5,000
PORTER MEMORIAL LIBRARY ASSOCIATION
92 COURT STREETMACHIASME04654NONEFOUNDATIONUNRESTRICTED$1,000
ROSIE'S PLACE
889 HARRISON AVENUEBOSTONMA02118NONECHARITYUNRESTRICTED$3,000
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$1,000
THE SECOND STEP INC
PO BOX 600213NEWTONVILLEMA02460NONECHARITYUNRESTRICTED$1,000
WASHINGTON COUNTY FOOD AND FUEL ALLIANCE
PO BOX 297MACHIASME04654NONECHARITYUNRESTRICTED$3,000
WATERBURY AREA FOOD SHELF
57 SO MAIN STREET SUITE 3WATERBURYVT05676NONECHARITYUNRESTRICTED$1,000
WHITEHEAD INSTITUTE
NINE CAMBRIDGE CENTERCAMBRIDGEMA02142NONECHARITYUNRESTRICTED$1,000
WORLD GOSPEL MISSION
3783 ESTATE ROAD 18MARIONIN46952NONECHARITYUNRESTRICTED$5,000
MASSACHUSETTS BIOTECHNOLOGY EDUCATION FOUNDATION
300 TECHNOLOGY DRIVE EIGHTH AVENUECAMBRIDGEMA02139NONECHARITYUNRESTRICTED$50,000
MIT UNDARK MAGAZINE FUND AT MIT
600 MEMORIAL DRIVE W98-300CAMBRIDGEMA02139NONESCHOOLUNRESTRICTED$20,000
THE SCIENCE HISTORY INSTITUTE
315 CHESTNUT STREETPHILADELPHIAPA19106NONECHARITYUNRESTRICTED$3,000
KOCH INSTITUTE FOR INTEGRATIVE CANCER RESEARCH AT MIT
77 MASSACHUSETTS AVENUE 76-158CAMBRIDGEMA02139NONESCHOOLUNRESTRICTED$250,000
SOAR FOUNDATION
1235 S CLARK ST SUITE 510ARLINGTONVA22202NONECHARITYUNRESTRICTED$5,000
FRIENDS OF THE WATERBURY RESERVOIR
PO BOX 341WATERBURY CENTERVT05677NONECHARITYUNRESTRICTED$500
MUSTARD SEED COMMUNITY HEALTH
238 S ENGLISH STREETGREENSBORONC27401NONECHARITYUNRESTRICTED$1,000
CONGREGATIONAL UNITED CHURCH OF CHRIST
400 WEST RADIANCE DRIVEGREENSBORONC27403NONECHARITYUNRESTRICTED$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,000,879TotalGrantOrContriPdDurYrAmt
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$7,939ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$218,491ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$259,727ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$486,157ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$486,157TotalIncomeProducingActyAmt

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$2,068,509TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$3,950Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (21 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ABBVIE INC$50,165$50,075
AMGEN INC$53,475$50,573
APPLE INC$76,268$77,145
EATON CORP$50,998$51,020
FEDEX CORP$50,771$50,723
JOHN DEERE CAPITAL$50,123$49,996
KEY CORP$57,826$51,891
MORGAN STANLEY$77,494$79,197
ORACLE CORP$50,974$50,928
PRUDENTIAL FIN MTN$55,924$51,120
THE WALT DISNEY CO$52,236$50,787
TOYOTA MTR CR CORP$49,328$50,492
UNITEDHLTH GROUP INC 2.875%$52,218$50,977
VERIZON COMMUNICATIONS$75,182$79,535
BURLINGTON NORTH$52,227$53,333
DUKE ENERGY$50,437$51,155
HOME DEPOT INC$50,285$51,289
MET LIFE INC.$52,027$53,279
PEPSICO INC$52,371$53,241
TARGET CORP$52,174$53,521
SANOFI$51,394$52,411

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (57 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ACCENTURE PLC IRELAND$70,720$171,615
ALPHABET INC-CL C$62,935$152,420
ALPHABET INC/CA-CL A$20,780$66,970
AMAZON.COM INC$63,191$110,870
AMERICAN TOWER CORP$33,612$97,674
AMGEN INC$37,731$72,321
ANHEUSER BUSCH INBEV SA/NV-SP$43,932$34,867
APPLE INC$529,695$860,395
AVALONBAY COMMUNITIES INC$36,146$54,522
BERKSHIRE HATHAWAY INC$51,738$67,950
BIOGEN INC$848,585$830,844
BOEING CO$43,620$105,872
BOOKING HOLDINGS INC$48,170$51,343
CATERPILLAR INC$44,288$69,410
CHEVRON CORP$45,363$48,204
COLGATE PALMOLIVE CO$43,912$48,188
COMCAST CORP A$65,658$122,543
COSTCO WHOLESALE CORP$38,432$95,524
CVS HEALTH CORP$36,319$46,431
DANAHER CORP$26,521$80,577
DISNEY COMPANY$47,195$90,394
EATON VANCE-ATLANTA SM CP$534,282$745,053
ECOLAB INC$42,841$80,091
EOG RESOURCES INC$40,256$46,068
EXXON MOBIL CORP$56,883$47,102
FIRST REPUBLIC BANK$37,857$93,960
GILEAD SCIENCES INC$41,744$42,237
HOME DEPOT INC$57,992$147,407
ILLINOIS TOOL WORKS INC$46,874$101,491
ISHARES COHEN & STEERS REIT ETF$1,217,481$1,278,116
ISHARES MSCI EMERGING MKTS ETF$464,781$488,769
JOHNSON & JOHNSON$40,545$61,995
JP MORGAN CHASE & CO$43,444$104,550
LAUDER ESTEE COS INC-A$34,263$103,270
MARRIOTT INTERNATIONAL INC A$44,762$128,716
MASTERCARD INC A$76,406$328,449
MCDONALDS CORP$49,492$91,889
MICROCHIP TECHNOLOGY INC$73,171$138,754
MICROSOFT CORP$168,211$268,090
NESTLE SA SPONSORED ADR$45,556$67,663
NEXTERA ENERGY INC$44,227$102,918
NIKE INC B$41,781$106,376
NORFOLK SOUTHERN CORP$49,803$106,772
NOVO-NORDISK AS ADR-B$42,716$66,562
PEPSICO INC$41,544$58,085
PHILLIPS 66$50,729$77,987
S P GLOBAL INC$47,660$68,263
SEMPRA ENERGY$46,118$71,953
SPDR S&P MIDCAP 400 ETF TRUST$1,030,048$1,250,391
STARBUCKS CORP$54,417$85,722
THERMO FISHER SCIENTIFIC INC$31,901$113,705
TORONTO DOMINION BANK$35,179$44,904
UNITED TECHNOLOGIES CORP$54,590$78,624
VANGUARD FTSE DEVELOPED MARKETS ETF$726,182$825,508
VERIZON COMMUNICATIONS$57,601$74,110
UNITED PARCEL SERVICE$50,558$49,751
VANECK VECTORS ETF TRUST$599,082$597,951

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (6 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
CHUBB LTDAT COST$46,787$66,156
EATON VANCE FLTG RT & HAT COST$400,000$388,260
EATON VANCE STRATEGIC INCMAT COST$200,000$175,927
RAYTHEON COAT COST$49,162$65,922
SCHWAB CHARLES CORPAT COST$50,841$57,072
VANGUARD INTM TERM INVTAT COST$135,000$135,067

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$52,545Amt
Net Investment Income$52,545NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN WITHHOLDING TAXES$1,627$0$0
STATE PC TAXES$500$0$0

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