SHARP CHARITABLE TR: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
SHARP CHARITABLE TR (EIN 35-7004860)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-06-18
IRS object ID
201801699349100405
Schema version
2017v2.2
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)
Return2018-06-18T10:05:16-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

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 Begin2017-01-01TaxPeriodBeginDt

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
Signature2018-05-29SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGARY L STACKPreparerPersonNm
PTINP00506913PTIN
Phone7818903300PhoneNum
Preparation2018-05-29PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address23.25.235.181IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-05-29IPDt
IP Tm14:46:38IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdE2C5294B7E92DB5E9444CD4BD8575FD2365C5ABCAtSubmissionCreationDeviceId
At Submission Filing Device Id94AE38EEAD80E3D62A5A006A254569847C02FE14AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2018-06-14 16:35:46ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$9,470,249FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$839,423ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$151,329DividendsRevAndExpnssAmt
Dividends Net Invst Incm$151,329DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$96,917NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$552,222GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$96,917CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,087,669TotalRevAndExpnssAmt
Total Net Invst Incm$248,246TotalNetInvstIncmAmt
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$3,580AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$35,763OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$18,070TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$57,413TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$596,900ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$596,900ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$654,313TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$596,900TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$433,356ExcessRevenueOverExpensesAmt
Net Investment Income$248,246NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$486,593CashBOYAmt
Cash EOY$112,484CashEOYAmt
Cash EOYFMV$112,484CashEOYFMVAmt
Corporate Stock BOY$4,786,242CorporateStockBOYAmt
Corporate Stock EOY$5,416,975CorporateStockEOYAmt
Corporate Stock EOYFMV$7,273,478CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,262,448CorporateBondsBOYAmt
Corporate Bonds EOY$1,360,775CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,325,560CorporateBondsEOYFMVAmt
Other Investments BOY$671,297OtherInvestmentsBOYAmt
Other Investments EOY$749,702OtherInvestmentsEOYAmt
Other Investments EOYFMV$758,727OtherInvestmentsEOYFMVAmt
Total Assets BOY$7,206,580TotalAssetsBOYAmt
Total Assets EOY$7,639,936TotalAssetsEOYAmt
Total Assets EOYFMV$9,470,249TotalAssetsEOYFMVAmt
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$7,206,580RetainedEarningBOYAmt
Retained Earning EOY$7,639,936RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$7,206,580TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,639,936TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7,206,580TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,639,936TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$7,206,580TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$433,356ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$7,639,936SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$7,639,936TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (21 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
1100 SHARES GEP2016-09-212017-12-08$19,464$32,700-$13,236-$13,236
1 SHARE BIOVERATIV INCP1988-08-082017-02-08$21$21$21
17 SHARES ALLERGAN PLCP2015-03-182017-12-08$2,861$5,441-$2,580-$2,580
18 SHARES ALLERGAN PLCP2015-03-182017-12-08$2,970$5,648-$2,678-$2,678
19 SHARES ALLERGAN PLCP2015-03-182017-12-08$3,079$5,648-$2,569-$2,569
19 SHARES ALLERGAN PLCP2015-03-182017-12-08$3,135$5,648-$2,513-$2,513
75 SHARES ALLERGAN PLCP2016-04-262017-12-08$12,374$16,613-$4,239-$4,239
125 SHARES SCHLUMBERGER LTDP2015-01-302017-12-08$7,795$10,327-$2,532-$2,532
200 SHARES SCHLUMBERGER LTDP2013-04-102017-12-08$12,473$15,425-$2,952-$2,952
75 SHARES SCHLUMBERGER LTDP2013-05-312017-12-08$4,677$5,562-$885-$885
75 SHARES SCHLUMBERGER LTDP2013-04-292017-12-08$4,677$5,532-$855-$855
2300 SHARES VANGUARD FTSE DEV MKTSP2013-05-102017-12-08$101,906$88,913$12,993$12,993
4400 SHARES VANGUARD FTSE DEV MKTSP2015-01-302017-12-08$194,950$168,447$26,503$26,503
30 SHARES PUBLIC STORAGEP2015-02-252017-12-08$6,260$5,980$280$280
75 SHARES PUBLIC STORAGEP2013-04-162017-12-08$15,651$11,668$3,983$3,983
50 SHARES PUBLIC STORAGEP2013-06-272017-12-08$10,434$7,640$2,794$2,794
20 SHARES PUBLIC STORAGEP2013-05-312017-12-08$4,174$3,051$1,123$1,123
50 SHARES PUBLIC STORAGEP2013-06-212017-12-08$10,434$7,525$2,909$2,909
1362 SHARES BIOVERATIV INCP1988-08-082017-12-08$69,099$69,099$69,099
50000 SHARES BOSTON PPTYS LTDP2015-01-302017-12-17$50,747$53,537-$2,790-$2,790
CAPITAL GAINS DIVIDENDSP$15,041$15,041$15,041
FieldValueIRS element (for citing)
Capital Gain Net Income$96,917CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$305,476AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$7,712,252NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.039609DistributionYr1Rt
Adjusted Qlfy Distri Yr2$219,601AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$6,416,947NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.034222DistributionYr2Rt
Adjusted Qlfy Distri Yr3$90,026AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$4,129,198NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.021802DistributionYr3Rt
Adjusted Qlfy Distri Yr4$30,061AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$3,461,648NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.008684DistributionYr4Rt
Adjusted Qlfy Distri Yr5$0AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,372,806NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.000000DistributionYr5Rt
Total Distribution0.104317TotalDistributionRt
Average Distribution0.020863AverageDistributionRt
Net Vl Noncharitable Assets$8,407,677NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$175,409AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,482NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$177,891AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$596,900QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$2,482InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,482SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,482TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$18,703EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$18,703TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$16,221OverpaymentAmt
Applied To ES Tax$16,221AppliedToESTaxAmt
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

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$8,360,756AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$174,957AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$8,535,713TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$8,535,713AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$128,036CashDeemedCharitableAmt
Net Vl Noncharitable Assets$8,407,677NetVlNoncharitableAssetsAmt
Minimum Investment Return$420,384MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$420,384MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,482TaxBasedOnInvestmentIncomeAmt
Total Tax$2,482TotalTaxAmt
Distributable Before Adj$417,902DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$417,902DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$417,902DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$596,900ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$596,900QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$2,482PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$594,418AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$417,902DistributableAsAdjustedAmt
Undistributed Income PY$380,899UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$596,900QualifyingDistributionsAmt
Applied To Year1$380,899AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$216,001AppliedToCurrentYearAmt
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$201,901UndistributedIncomeCYAmt
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
AMERICAN ASSOCIATION FOR THE ADVANCEMENT OF SCIENCE
730 15TH STNW WASHINGTONDC20005NONECHARITYUNRESTRICTED$10,000
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
HOME BASE PROGRAM
100 CAMBRIDGE STREET 13TH FLOORBOSTONMA02114NONECHARITYUNRESTRICTED$200
MIT MUSEUM FUND
600 MEMORIAL DRIVE THIRD FLOORCAMBRIDGEMA02139NONESCHOOLUNRESTRICTED$10,000
MORE THAN WORDS
56 FELTON STREETWALTHAMMA02453NONECHARITYUNRESTRICTED$500
NURTURING MINDS
PO BOX 144VALLEY FORGEPA19481NONECHARITYUNRESTRICTED$200
OPEN MEDICINE FOUNDATION
400 HAMILTON AVENUEPALO ALTOCA94040NONEFOUNDATIONUNRESTRICTED$5,000
PORTER MEMORIAL LIBRARY ASSOCIATION
92 COURT STREETMACHIASME04654NONEFOUNDATIONUNRESTRICTED$1,000
ROSIE'S PLACE
889 HARRISON AVENUEBOSTONMA02118NONECHARITYUNRESTRICTED$3,000
SUPPORTERS OF AGGRICULTURAL RESEARCH FOUNDATION
1235 S CLARK STREETARLINGTONVI22202NONECHARITYUNRESTRICTED$5,000
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 ROADMARIONIN46952NONECHARITYUNRESTRICTED$1,000
THE CHILDREN'S ROOM
47 STOWE STREETWATERBURYVT05676NONECHARITYUNRESTRICTED$1,000
THE WALKER SCHOOL
1968 CENTRAL AVENUENEEDHAMMA02492NONESCHOOLUNRESTRICTED$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$596,900TotalGrantOrContriPdDurYrAmt
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$151,329ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$96,917ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$248,246ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$248,246TotalIncomeProducingActyAmt

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$839,423TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$3,580Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (24 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ABBVIE INC$50,165$50,154
AMGEN INC$53,475$51,382
ANHEUSER BUSCH INBEV INBEV$50,554$50,251
APPLE INC$76,268$76,016
AT&T INC$51,172$50,154
CISCO SYS INC$56,840$51,622
COSTCO WHOLESALE CORP$50,284$49,680
CVS CAREMARK CORP$55,501$51,948
EATON CORP$50,998$50,147
FEDEX CORP$50,771$49,997
GEN ELEC CAP CRP MTN 4.375%$56,050$52,522
GOLDMAN SACHS GROUP$51,722$50,228
JOHN DEERE CAPITAL$50,123$49,513
KEY CORP$57,826$53,884
MONSANTO CO$50,723$49,930
MORGAN STANLEY$77,494$78,138
ORACLE CORP$50,974$49,932
PRUDENTIAL FIN MTN$55,924$52,838
THE WALT DISNEY CO$52,236$50,753
TIME WARNER INC$56,320$53,220
TOYOTA MTR CR CORP$51,273$50,115
UNITEDHLTH GROUP INC 2.875%$52,218$50,616
GEN ELEC CAP CRP MTN 3.1%$76,682$76,175
VERIZON COMMUNICATIONS$75,182$76,345

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (59 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ACCENTURE PLC IRELAND$60,307$114,818
AFFILIATED MANAGERS GROUP$38,871$41,050
ALPHABET INC-CL C$47,569$104,640
ALPHABET INC/CA-CL A$20,780$52,670
AMERICAN TOWER CORP$33,612$60,635
AMGEN INC$37,731$52,170
ANHEUSER BUSCH INBEV SA/NV-SP$32,709$36,257
APPLE INC$145,710$271,614
AVALONBAY COMMUNITIES INC$36,146$46,387
BIOGEN INC$1,659,022$1,704,350
BOEING CO$43,620$95,846
BP CAP MKTS PLC$50,932$50,072
CATERPILLAR INC$33,645$63,032
CELGENE CORP$47,730$41,744
CHEVRON CORP$31,175$34,427
COLGATE PALMOLIVE CO$33,423$41,498
COMCAST CORP A$55,980$98,123
COSTCO WHOLESALE CORP$38,432$60,489
CVS HEALTH CORP$26,810$34,438
DANAHER CORP$26,521$48,731
DISNEY COMPANY$37,059$56,443
EATON VANCE-ATLANTA SM CP$334,282$448,098
ECOLAB INC$27,172$40,254
EOG RESOURCES INC$25,583$43,164
EXXON MOBIL CORP$42,088$39,729
FACEBOOK$100,883$141,168
FEDEX CORP$38,870$49,908
FIRST REPUBLIC BANK$28,168$60,648
GILEAD SCIENCES INC$32,126$37,611
HOME DEPOT INC$57,992$127,933
ILLINOIS TOOL WORKS INC$36,033$83,425
ISHARES COHEN & STEERS REIT ETF$132,039$159,579
ISHARES MSCI EMERGING MKTS ETF$261,096$296,526
JOHNSON & JOHNSON$30,812$48,902
JP MORGAN CHASE & CO$34,868$72,185
LAUDER ESTEE COS INC-A$34,263$63,620
MARRIOTT INTERNATIONAL INC A$44,762$115,371
MASTERCARD INC A$67,399$158,928
MCDONALDS CORP$39,167$68,848
MICROCHIP TECHNOLOGY INC$46,571$92,274
NESTLE SA SPONSORED ADR$35,586$42,985
NEXTERA ENERGY INC$28,323$50,762
NIKE INC B$31,952$56,295
NORFOLK SOUTHERN CORP$39,361$68,828
NOVO-NORDISK AS ADR-B$32,655$50,987
PEPSICO INC$30,516$38,974
PHILLIPS 66$36,622$55,633
PRAXAIR INC$22,974$30,936
SEMPRA ENERGY$29,298$34,749
SPDR S&P MIDCAP 400 ETF TRUST$454,454$684,257
STARBUCKS CORP$44,255$45,944
THERMO FISHER SCIENTIFIC INC$31,901$66,458
TORONTO DOMINION BANK$26,505$38,077
UNITED TECHNOLOGIES CORP$45,043$57,407
VANGUARD FTSE DEVELOPED MARKETS ETF$413,437$495,075
VERIZON COMMUNICATIONS$43,100$48,008
WELLS FARGO$29,636$42,469
AMAZON.COM INC$47,838$58,474
BERKSHIRE HATHAWAY INC$41,561$49,555

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (6 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
CHUBB LTDAT COST$36,297$51,146
EATON VANCE FLTG RT & HAT COST$300,000$294,379
EATON VANCE STRATEGIC INCMAT COST$200,000$183,834
VANGUARD INTM TERM INVTAT COST$135,000$131,035
RAYTHEON COAT COST$38,631$46,963
SCHWAB CHARLES CORPAT COST$39,774$51,370

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$35,763Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAXES$18,000$0$0
STATE PC TAXES$70$0$0

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