SHARP CHARITABLE TR: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SHARP CHARITABLE TR (EIN 35-7004860)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-16
- IRS object ID
- 202543209349100264
- Schema version
- 2024v5.2
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-16T09:31:24-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043284670 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STACK & STACK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 FIFTH AVENUE SUITE 100 | AddressLine1Txt |
| City | WALTHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02451 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 357004860 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHARP CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHAR | BusinessNameControlTxt |
| Phone | 6172536421 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36 FAIRMONT AVENUE | AddressLine1Txt |
| City | NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02158 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PHILLIP A SHARP | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6172536421 | PhoneNum |
| Signature | 2025-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARY L STACK | PreparerPersonNm |
| PTIN | P00506913 | PTIN |
| Phone | 7818903300 | PhoneNum |
| Preparation | 2025-11-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,326,399 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,621,620 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $269,499 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $269,499 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,532,177 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,609,900 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,532,177 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,423,296 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,801,676 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,654 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $49,104 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $49,104 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $500 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $56,258 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $49,104 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $853,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $853,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $909,258 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $49,104 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $853,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,514,038 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,752,572 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $283,089 | CashBOYAmt |
| Cash EOY | $1,722,295 | CashEOYAmt |
| Cash EOYFMV | $1,722,295 | CashEOYFMVAmt |
| US Government Obligations BOY | $1,971,130 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,752,796 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,752,610 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,475,880 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,549,415 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,367,760 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $275,643 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $535,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $535,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $483,734 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,540,742 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,559,506 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,326,399 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $7,540,742 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,559,506 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,540,742 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,559,506 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,540,742 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,559,506 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,540,742 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,514,038 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,054,780 | SubtotalAmt |
| Other Decreases | $2,495,274 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,559,506 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PEPSICO INC. | P | 2019-05-23 | 2024-03-01 | $50,000 | $50,105 | -$105 | -$105 |
| BURLINGTON NOTHERN SANTA | P | 2019-05-23 | 2024-04-01 | $50,000 | $50,004 | -$4 | -$4 |
| METLIFE INC | P | 2019-05-23 | 2024-04-10 | $50,000 | $50,001 | -$1 | -$1 |
| GILEAD SCIENCES INC. | P | 2024-04-03 | $59,078 | $57,117 | $1,961 | $1,961 | |
| STARBUCKS CORP | P | 2024-05-03 | $104,613 | $95,422 | $9,191 | $9,191 | |
| US TREASURY BILLS 9-5-24 | P | 2023-10-19 | 2024-09-05 | $477,099 | $477,099 | $0 | $0 |
| TARGET CORP BOND | P | 2019-05-23 | 2024-07-01 | $50,000 | $50,000 | $0 | $0 |
| VERIZON COMMUNICATION INC NOTE | P | 2017-01-12 | 2024-11-01 | $75,000 | $75,000 | $0 | $0 |
| CVS HEALTH CORP | P | 2024-09-13 | $53,556 | $58,563 | -$5,007 | -$5,007 | |
| TORONTO-DOMINION BANK | P | 2024-10-15 | $90,030 | $79,398 | $10,632 | $10,632 | |
| EATON VANCE ATLANTA CAPITAL SMID CAP FUND | P | 2024-12-09 | $16,427 | $16,427 | $16,427 | ||
| APPLE INC. | P | 2024-12-30 | $1,517,671 | $35,014 | $1,482,657 | $1,482,657 | |
| CAPITAL GAINS DIVIDENDS | P | $16,426 | $16,426 | $16,426 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,532,177 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $24,361 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $24,361 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $24,361 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,779 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $35,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $51,779 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $27,418 | OverpaymentAmt |
| Applied To ES Tax | $27,418 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHILLIP & ANN SHARP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6172536421 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36 FAIRMONT AVENUE | AddressLine1Txt |
| City | NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02158 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| PHILLIP A SHARP | ||||||||
| 36 FAIRMONT AVENUE | NEWTON | MA | 02158 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| ANN H SHARP | ||||||||
| 36 FAIRMONT AVENUE | NEWTON | MA | 02158 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $14,326,386 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,005,692 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,332,078 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,332,078 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $229,981 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,102,097 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $755,105 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $755,105 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $24,361 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $24,361 | TotalTaxAmt |
| Distributable Before Adj | $730,744 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $730,744 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $730,744 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $853,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $853,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $730,744 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,261,930 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $5,349,446 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,641,556 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,087,782 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $9,340,714 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $853,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $730,744 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $122,256 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,462,970 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,261,930 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $8,201,040 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $5,349,446 | ExcessFromYear3Amt |
| Excess From Year2 | $1,641,556 | ExcessFromYear2Amt |
| Excess From Year1 | $1,087,782 | ExcessFromYear1Amt |
| Excess From Current Year | $122,256 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PHILLIP A SHARP | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMOSKEAG ROWING CLUB | |||||||
| PO BOX 4233 | CONCORD | NH | 03302 | NONE | CHARITY | UNRESTRICTED | $1,000 |
| ASPEN CANCER CONFERENCE INC | |||||||
| 419 MEADOW COURT | BASALT | CO | 81621 | NONE | CHARITY | UNRESTRICTED | $5,000 |
| BROAD INSTITUTE OF MIT & HARVARD | |||||||
| 7 CAMBRIDGE CENTER ROOM 7011 | CAMBRIDGE | MA | 02142 | NONE | SCHOOL | UNRESTRICTED | $1,000 |
| BUZZARDS BAY COALTION | |||||||
| 114 FRONT STREET | NEW BEDFORD | MA | 02740 | NONE | CHARITY | UNRESTRICTED | $1,000 |
| CENTRAL VERMONT HUMANE SOCIETY | |||||||
| PO BOX 687 | MONTPELIER | VT | 05641 | NONE | CHARITY | UNRESTRICTED | $500 |
| CONCORD HOSPITAL | |||||||
| 250 PLEASANT STREET | CONCORD | NH | 03301 | NONE | HOSPITAL | UNRESTRICTED | $1,000 |
| CONGREGATIONAL UNITED CHURCH OF CHRIST | |||||||
| 400 WEST RADIANCE DRIVE | GREENSBORO | NC | 27403 | NONE | CHARITY | UNRESTRICTED | $5,000 |
| DOWNEAST COASTAL CONSERVANCY | |||||||
| PO BOX 760 | MACHIAS | ME | 04654 | NONE | CHARITY | UNRESTRICTED | $1,000 |
| ELIOT CHURCH OF NEWTON | |||||||
| 474 CENTRE STREET | NEWTON | MA | 02458 | NONE | CHARITY | UNRESTRICTED | $15,000 |
| FRIENDS OF BOSTON'S HOMELESS | |||||||
| 12 WISE STREET | BOSTON | MA | 02130 | NONE | CHARITY | UNRESTRICTED | $5,000 |
| FRIENDS OF THE NEWTON FREE LIBRARY | |||||||
| 330 HOMER STREET | NEWTON | MA | 02459 | NONE | FOUNDATION | UNRESTRICTED | $1,000 |
| FRIENDS OF THE WATERBURY PUBLIC LIBRARY | |||||||
| PO BOX 384 | WATERBURY | VT | 05676 | NONE | CHARITY | UNRESTRICTED | $1,000 |
| FRIENDS OF THE WATERBURY RESERVOIR | |||||||
| PO BOX 341 | WATERBURY CENTER | VT | 05677 | NONE | CHARITY | UNRESTRICTED | $500 |
| GREENSBORO INDEPENDENT SCHOOL CORPORATION | |||||||
| 5401 LAWNDALE DRIVE | GREENSBORO | NC | 27455 | NONE | SCHOOL | UNRESTRICTED | $1,000 |
| HUNGAR MOUNTAIN CHILDRENS CENTER | |||||||
| 123 SOUTH MAIN STREET | WATERBURY | VT | 05676 | NONE | CHARITY | UNRESTRICTED | $500 |
| LIFE SCIENCES CARES | |||||||
| PO BOX 425485 | CAMBRIDGE | MA | 02142 | NONE | CHARITY | UNRESTRICTED | $3,500 |
| MIT PRESS FUND FOR THE FUTURE | |||||||
| 1 BROADWAY 12TH FLOOR | CAMBRIDGE | MA | 02142 | NONE | CHARITY | UNRESTRICTED | $460,000 |
| MORE THAN WORDS | |||||||
| 56 FELTON STREET | WALTHAM | MA | 02453 | NONE | CHARITY | UNRESTRICTED | $500 |
| MUSTARD SEED COMMUNITY HEALTH | |||||||
| 238 S ENGLISH STREET | GREENSBORO | NC | 27401 | NONE | CHARITY | UNRESTRICTED | $5,000 |
| NEW GARDEN FRIENDS SCHOOL | |||||||
| 541128 NEW GARDEN ROAD | GREENSBORO | NC | 27410 | NONE | CHARITY | UNRESTRICTED | $2,500 |
| OPEN MEDICINE FOUNDATION | |||||||
| 29302 LARO DRIVE | AGORA HILLS | CA | 91301 | NONE | FOUNDATION | UNRESTRICTED | $5,000 |
| PORTER MEMORIAL LIBRARY ASSOCIATION | |||||||
| 92 COURT STREET | MACHIAS | ME | 04654 | NONE | FOUNDATION | UNRESTRICTED | $1,000 |
| RIDGECREST FOUNDATION | |||||||
| PO BOX 128 | RIDGECREST | NC | 28770 | NONE | CHARITY | UNRESTRICTED | $500 |
| ROSIE'S PLACE | |||||||
| 889 HARRISON AVENUE | BOSTON | MA | 02118 | NONE | CHARITY | UNRESTRICTED | $5,000 |
| SCIENCE HISTORY INSTITUTE | |||||||
| 315 CHESTNUT STREET | PHILADELPHIA | PA | 19106 | NONE | CHARITY | UNRESTRICTED | $5,000 |
| THE BAKER FREE LIBRARY FOUNDATION | |||||||
| 509 SOUTH STREET | BOW | NH | 03304 | NONE | FOUNDATION | UNRESTRICTED | $2,000 |
| THE FRIENDLY KITCHEN | |||||||
| PO BOX 373 | CONCORD | NH | 03302 | NONE | CHARITY | UNRESTRICTED | $5,000 |
| THE SECOND STEP INC | |||||||
| PO BOX 600213 | NEWTONVILLE | MA | 02460 | NONE | CHARITY | UNRESTRICTED | $3,000 |
| WASHINGTON COUNTY FOOD AND FUEL ALLIANCE | |||||||
| PO BOX 297 | MACHIAS | ME | 04654 | NONE | CHARITY | UNRESTRICTED | $3,000 |
| WHITEHEAD INSTITUTE | |||||||
| 455 MAIN STREET | CAMBRIDGE | MA | 02142 | NONE | CHARITY | UNRESTRICTED | $1,000 |
| WORLD GOSPEL MISSION | |||||||
| 3783 ESTATE ROAD 18 | MARION | IN | 46952 | NONE | CHARITY | UNRESTRICTED | $2,000 |
| MAKER SPHERE | |||||||
| PO BOX 14 | WATERBURY | VT | 05676 | NONE | CHARITY | UNRESTRICTED | $1,000 |
| WATERBURY COMMON MARKET | |||||||
| 57 SO MAIN STREET SUITE 3 | WATERBURY | VT | 05676 | NONE | CHARITY | UNRESTRICTED | $2,000 |
| REVITALIZING WATERBURY CREW | |||||||
| 46 SOUTH MAIN STREET SECOND FL | WATERBURY | VT | 05676 | NONE | CHARITY | UNRESTRICTED | $2,000 |
| GREEN MOUNTAIN PERFORMING ARTS | |||||||
| 37 COMMERCIAL DRIVE | WATERBURY | VT | 05676 | NONE | CHARITY | UNRESTRICTED | $500 |
| THE TERMEER FOUNDATION | |||||||
| 1393 BOYLSTON ST | BOSTON | MA | 02215 | NONE | CHARITY | UNRESTRICTED | $250,000 |
| CANCER ENGINEERING WORKSHOP AT NATIONAL ACADEMY OF SCIENSES | |||||||
| 2101 CONSTITUTION AVE NW | WASHINGTON | DC | 20418 | NONE | CHARITY | UNRESTRICTED | $52,000 |
| DREAMFAR HIGH SCHOOL MARATHON | |||||||
| 19 FAIRMONT AVENUE | NEWTON | MA | 02458 | NONE | SCHOOL | UNRESTRICTED | $1,000 |
| FALMOUTH UNITED METHODIST CHURCH | |||||||
| 230 W SHELBY ST | FALMOUTH | KY | 41040 | NONE | CHARITY | UNRESTRICTED | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $853,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $269,499 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,532,177 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,801,676 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,801,676 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $6,654 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (40 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC IRELAND | $86,429 | $306,057 |
| ALPHABET INC-CL C | $78,556 | $462,769 |
| AMAZON.COM INC | $129,899 | $383,933 |
| AMERICAN TOWER CORP | $48,916 | $91,705 |
| AMGEN INC | $53,437 | $95,134 |
| APPLE INC | $1,883 | $1,063,033 |
| AVALONBAY COMMUNITIES INC | $52,064 | $78,089 |
| BERKSHIRE HATHAWAY INC | $67,130 | $158,648 |
| BIOGEN INC | $0 | $214,088 |
| BROADCOM INC | $210,884 | $1,043,280 |
| BROOKFIELD ASSET MGT CL A | $74,182 | $128,701 |
| CATERPILLAR INC | $45,911 | $157,801 |
| COMCAST CORP A | $180,026 | $203,600 |
| COSTCO WHOLESALE CORP | $53,341 | $325,276 |
| DANAHER CORP | $37,904 | $135,435 |
| EATON VANCE-ATLANTA SM CP | $279,181 | $472,964 |
| HOME DEPOT INC | $58,517 | $225,614 |
| ILLINOIS TOOL WORKS INC | $62,695 | $159,743 |
| JOHNSON & JOHNSON | $56,033 | $75,926 |
| JP MORGAN CHASE & CO | $78,162 | $243,306 |
| MASTERCARD INC A | $164,489 | $602,923 |
| MCDONALDS CORP | $131,724 | $229,013 |
| MICROCHIP TECHNOLOGY INC | $87,836 | $162,014 |
| MICROSOFT CORP | $345,961 | $750,270 |
| NESTLE SA SPONSORED ADR | $60,780 | $61,970 |
| NEXTERA ENERGY INC | $59,613 | $136,211 |
| NIKE INC B | $57,086 | $88,912 |
| NORFOLK SOUTHERN CORP | $55,238 | $129,085 |
| NOVO-NORDISK AS ADR-B | $58,633 | $215,050 |
| PEPSICO INC | $57,034 | $77,551 |
| PROCTER & GAMBLE CO | $65,223 | $92,208 |
| RTX CORPORATION | $89,344 | $156,801 |
| S P GLOBAL INC | $63,163 | $146,919 |
| SCHWAB CHARLES CORP | $78,257 | $133,218 |
| SEMPRA ENERGY | $61,213 | $100,878 |
| SPDR S&P MIDCAP 400 ETF TRUST | $0 | $638,499 |
| THERMO FISHER SCIENTIFIC INC | $46,317 | $195,086 |
| UNITED PARCEL SERVICE | $85,978 | $91,433 |
| VERIZON COMMUNICATIONS | $200,962 | $210,227 |
| ABBEVIE INC | $125,414 | $124,390 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,752,796 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,752,610 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EATON VANCE FLTG RT & H | AT COST | $400,000 | $368,692 |
| VANGUARD INTM TERM INVT | AT COST | $135,000 | $115,042 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BALANCE SHEET ADJUSTMENT | Desc |
| Amt | $2,495,274 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $49,104 | Amt |
| Net Investment Income | $49,104 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN WITHHOLDING TAXES | $0 | $0 | $0 |
| STATE PC TAXES | $500 | $0 | $0 |
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