SHARP CHARITABLE TR: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
SHARP CHARITABLE TR (EIN 35-7004860)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-07-29
IRS object ID
201912109349100301
Schema version
2018v3.1
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)
Return2019-07-29T08:52:40-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Begin2018-01-01TaxPeriodBeginDt

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
Signature2019-07-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGARY L STACKPreparerPersonNm
PTINP00506913PTIN
Phone7818903300PhoneNum
Preparation2019-07-10PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address23.25.235.181IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-07-10IPDt
IP Tm12:23:28IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id94AE38EEAD80E3D62A5A006A254569847C02FE14AtSubmissionCreationDeviceId
At Submission Filing Device Id94AE38EEAD80E3D62A5A006A254569847C02FE14AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$11,307,212FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,873,191ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$181,362DividendsRevAndExpnssAmt
Dividends Net Invst Incm$181,362DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$107,243NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,682,876GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$107,243CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$3,161,796TotalRevAndExpnssAmt
Total Net Invst Incm$288,605TotalNetInvstIncmAmt
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$3,760AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$40,389OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,604TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$45,753TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$603,571ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$603,571ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$649,324TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$603,571TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,512,472ExcessRevenueOverExpensesAmt
Net Investment Income$288,605NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$112,484CashBOYAmt
Cash EOY$101,748CashEOYAmt
Cash EOYFMV$101,748CashEOYFMVAmt
Corporate Stock BOY$5,416,975CorporateStockBOYAmt
Corporate Stock EOY$8,120,732CorporateStockEOYAmt
Corporate Stock EOYFMV$9,383,065CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,360,775CorporateBondsBOYAmt
Corporate Bonds EOY$1,048,138CorporateBondsEOYAmt
Corporate Bonds EOYFMV$995,652CorporateBondsEOYFMVAmt
Other Investments BOY$749,702OtherInvestmentsBOYAmt
Other Investments EOY$881,790OtherInvestmentsEOYAmt
Other Investments EOYFMV$826,747OtherInvestmentsEOYFMVAmt
Total Assets BOY$7,639,936TotalAssetsBOYAmt
Total Assets EOY$10,152,408TotalAssetsEOYAmt
Total Assets EOYFMV$11,307,212TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$7,639,936RetainedEarningBOYAmt
Retained Earning EOY$10,152,408RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$7,639,936TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$10,152,408TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7,639,936TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$10,152,408TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$7,639,936TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,512,472ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$10,152,408SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$10,152,408TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
2625 SHS BIOGENP1979-12-012018-02-12$836,512$789,521$46,991$46,991
25 SHS BIOGENP1988-08-082018-02-12$7,967$7,967$7,967
400 SHS CELEGENE CORPP2018-03-19$35,453$47,730-$12,277-$12,277
500 SHS SPDR S&P MIDCAP 400 EFT TRUSTP2015-01-302018-05-31$177,632$130,752$46,880$46,880
200 SHS AFFILIATED MANAGERS GRPP2018-05-31$31,902$38,871-$6,969-$6,969
75 SHS AFFILIATED MANAGERS GRPP2018-03-192018-05-31$11,963$14,335-$2,372-$2,372
50000 SHS GOLDMAN SACHS GRP INCP2015-01-302018-07-19$50,000$51,722-$1,722-$1,722
700 SHS WELLS FARGO CO NEW COMP2018-10-12$35,877$29,636$6,241$6,241
200 SHS PRAXAIR INC COMP2018-10-31$32,691$22,974$9,717$9,717
100 SHS PRAXAIR INC COMP2018-03-192018-10-31$16,346$14,947$1,399$1,399
800 SHS FACEBOOK INC CL AP2018-11-07$120,201$100,883$19,318$19,318
115 SHS FACEBOOK INC CL AP2018-03-192018-11-07$17,279$19,731-$2,452-$2,452
50000 SHS MONSANTO COP2015-02-022018-11-15$50,000$50,723-$723-$723
50000 SHS GENERAL ELEC CAP CORP MTNP2015-01-302018-11-26$49,520$56,050-$6,530-$6,530
75 SHS GENERAL ELECTRIC COP2017-01-122018-11-26$67,940$76,682-$8,742-$8,742
50000 SHS AT&T INCP2015-01-302018-11-27$50,000$51,172-$1,172-$1,172
26000 SHS ANHEUSER-BUSCH INBEV FINP2016-11-152018-12-13$25,667$26,288-$621-$621
100 SHS BLACKROCKP2018-05-312018-12-20$37,291$53,616-$16,325-$16,325
CAPITAL GAINS DIVIDENDSP$28,635$28,635$28,635
FieldValueIRS element (for citing)
Capital Gain Net Income$107,243CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$594,418AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$8,407,677NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.070699DistributionYr1Rt
Adjusted Qlfy Distri Yr2$305,476AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$7,712,252NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.039609DistributionYr2Rt
Adjusted Qlfy Distri Yr3$219,601AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$6,416,947NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.034222DistributionYr3Rt
Adjusted Qlfy Distri Yr4$90,026AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$4,129,198NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.021802DistributionYr4Rt
Adjusted Qlfy Distri Yr5$30,061AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,461,648NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.008684DistributionYr5Rt
Total Distribution0.175016TotalDistributionRt
Average Distribution0.035003AverageDistributionRt
Net Vl Noncharitable Assets$9,748,953NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$341,243AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,886NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$344,129AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$603,571QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$2,886InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,886SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,886TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$16,221EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$16,221TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$13,335OverpaymentAmt
Applied To ES Tax$13,335AppliedToESTaxAmt
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$9,648,443AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$248,971AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$9,897,414TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$9,897,414AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$148,461CashDeemedCharitableAmt
Net Vl Noncharitable Assets$9,748,953NetVlNoncharitableAssetsAmt
Minimum Investment Return$487,448MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$487,448MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,886TaxBasedOnInvestmentIncomeAmt
Total Tax$2,886TotalTaxAmt
Distributable Before Adj$484,562DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$484,562DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$484,562DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$603,571ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$603,571QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$2,886PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$600,685AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$484,562DistributableAsAdjustedAmt
Undistributed Income PY$201,901UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$603,571QualifyingDistributionsAmt
Applied To Year1$201,901AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$401,670AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$82,892UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALBRIGHT COLLEGE
PO BOX 15234READINGPA19612NONESCHOOLUNRESTRICTED$1,000
BAKER FREE LIBRARY
509 SOUTH STREETBOWNH03304NONEFOUNDATIONUNRESTRICTED$2,000
BOSTON SYMPHONY ORCHESTRA
301 MASSACHUSETTS AVENUEBOSTONMA02115NONECHARITYUNRESTRICTED$15,000
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$1,000
FRIENDS OF BOSTON'S HOMELESS
12 WISE STREETBOSTONMA02130NONECHARITYUNRESTRICTED$3,000
FRIENDS OF CONCORD CREW
PO BOX 1781CONCORDNH03302NONESCHOOLUNRESTRICTED$500
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$5,000
GREENSBORO URBAN MINISTRY
305 W LEE STREETGREENSBORONC27406NONECHARITYUNRESTRICTED$1,000
MIT MUSEUM FUND
600 MEMORIAL DRIVE THIRD FLOORCAMBRIDGEMA02139NONESCHOOLUNRESTRICTED$10,000
MORE THAN WORDS
376 MOODY STREETWALTHAMMA02453NONECHARITYUNRESTRICTED$500
NURTURING MINDS
PO BOX 600617NEWTONVILLEMA02460NONECHARITYUNRESTRICTED$750
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
UNION COLLEGE
310 COLLEGE STREETBARBOURVILLEKY40906NONESCHOOLUNRESTRICTED$500,000
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$1,000
COLD SPRING HARBOR LABAROTORY
1 BUNGTOWN ROADCOLDSPRING HARBORNY11724NONECHARITYUNRESTRICTED$10,000
CHEMICAL HERITAGE FOUNDATION
315 CHESTNUT STREETPHILADELPHIAPA19106NONECHARITYUNRESTRICTED$3,000
MIT VIDEO PRODUCTIONS
700 TECHNOLOGY SQUARECAMBRIDGEMA02139NONESCHOOLUNRESTRICTED$13,121
MASSACHUSETTS GENERAL HOSPITAL FOR CHILDREN
100 CAMBRIDGE STREET 13TH FLOORBOSTONMA02114NONECHARITYUNRESTRICTED$200
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$603,571TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$181,362ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$107,243ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$288,605ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$288,605TotalIncomeProducingActyAmt

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$2,873,191TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$3,760Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (19 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ABBVIE INC$50,165$49,526
AMGEN INC$53,475$50,223
ANHEUSER BUSCH INBEV INBEV$24,266$23,602
APPLE INC$76,268$74,081
CISCO SYS INC$56,840$50,106
COSTCO WHOLESALE CORP$50,284$49,458
CVS CAREMARK CORP$55,501$50,592
EATON CORP$50,998$48,630
FEDEX CORP$50,771$48,804
JOHN DEERE CAPITAL$50,123$49,348
KEY CORP$57,826$51,858
MORGAN STANLEY$77,494$75,108
ORACLE CORP$50,974$48,663
PRUDENTIAL FIN MTN$55,924$51,144
THE WALT DISNEY CO$52,236$49,697
TIME WARNER INC$56,320$51,261
TOYOTA MTR CR CORP$51,273$49,977
UNITEDHLTH GROUP INC 2.875%$52,218$49,603
VERIZON COMMUNICATIONS$75,182$73,971

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (59 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ACCENTURE PLC IRELAND$70,720$114,923
ALPHABET INC-CL C$62,930$118,049
ALPHABET INC/CA-CL A$20,780$52,248
AMAZON.COM INC$63,191$90,118
AMERICAN TOWER CORP$33,612$67,231
AMGEN INC$37,731$58,401
ANHEUSER BUSCH INBEV SA/NV-SP$43,932$27,969
APPLE INC$145,710$253,173
AVALONBAY COMMUNITIES INC$36,146$45,253
BERKSHIRE HATHAWAY INC$51,738$61,254
BIOGEN INC$2,264,207$2,248,173
BOEING CO$43,620$104,813
BP CAP MKTS PLC$50,932$49,861
CATERPILLAR INC$44,288$59,723
CHEVRON CORP$45,363$43,516
COLGATE PALMOLIVE CO$43,912$41,664
COMCAST CORP A$65,658$92,786
COSTCO WHOLESALE CORP$38,432$66,206
CVS HEALTH CORP$36,319$40,950
DANAHER CORP$26,521$54,138
DISNEY COMPANY$47,195$68,531
EATON VANCE-ATLANTA SM CP$334,282$397,702
ECOLAB INC$42,841$61,150
EOG RESOURCES INC$40,256$47,966
EXXON MOBIL CORP$56,883$46,028
FEDEX CORP$51,309$40,333
FIRST REPUBLIC BANK$37,857$69,520
GILEAD SCIENCES INC$41,744$40,658
HOME DEPOT INC$57,992$115,979
ILLINOIS TOOL WORKS INC$46,874$71,580
ISHARES COHEN & STEERS REIT ETF$132,039$150,728
ISHARES MSCI EMERGING MKTS ETF$363,099$327,831
JOHNSON & JOHNSON$40,545$54,846
JP MORGAN CHASE & CO$43,444$73,215
LAUDER ESTEE COS INC-A$34,263$65,050
MARRIOTT INTERNATIONAL INC A$44,762$92,276
MASTERCARD INC A$76,406$207,515
MCDONALDS CORP$49,492$82,570
MICROCHIP TECHNOLOGY INC$73,171$95,294
NESTLE SA SPONSORED ADR$45,556$50,600
NEXTERA ENERGY INC$44,227$73,874
NIKE INC B$41,781$77,847
NORFOLK SOUTHERN CORP$49,803$82,247
NOVO-NORDISK AS ADR-B$42,716$52,981
PEPSICO INC$41,544$46,954
PHILLIPS 66$50,729$60,305
SEMPRA ENERGY$46,118$51,390
SPDR S&P MIDCAP 400 ETF TRUST$1,802,187$1,938,904
STARBUCKS CORP$54,417$62,790
THERMO FISHER SCIENTIFIC INC$31,901$78,327
TORONTO DOMINION BANK$35,179$39,776
UNITED TECHNOLOGIES CORP$54,590$55,902
VANGUARD FTSE DEVELOPED MARKETS ETF$524,587$502,186
VERIZON COMMUNICATIONS$57,601$67,858
BOOKING HOLDINGS INC$48,170$43,061
MICROSOFT CORP$168,211$172,669
S P GLOBAL INC$47,660$42,485
ABBVIE INC$44,522$36,876
LINDE PLC$49,037$46,812

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (6 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
CHUBB LTDAT COST$46,787$54,902
EATON VANCE FLTG RT & HAT COST$400,000$377,586
EATON VANCE STRATEGIC INCMAT COST$200,000$172,221
RAYTHEON COAT COST$49,162$46,005
SCHWAB CHARLES CORPAT COST$50,841$49,836
VANGUARD INTM TERM INVTAT COST$135,000$126,197

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$40,389Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN WITHHOLDING TAXES$1,104$0$0
STATE PC TAXES$500$0$0

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