SHARP CHARITABLE TR: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
SHARP CHARITABLE TR (EIN 35-7004860)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-20
IRS object ID
201641419349100504
Schema version
2015v2.1
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)
Return2016-05-20T10:28:05-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

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 Begin2015-01-01TaxPeriodBeginDt

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
Signature2016-05-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGARY L STACKPreparerPersonNm
PTINP00506913PTIN
Phone7818903300PhoneNum
Preparation2016-05-16PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$7,825,870FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,609,120ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$108,227DividendsRevAndExpnssAmt
Dividends Net Invst Incm$108,227DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$55,068NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$354,814GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$55,068CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,772,415TotalRevAndExpnssAmt
Total Net Invst Incm$163,295TotalNetInvstIncmAmt
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$3,095AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,095AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$28,792OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$28,792OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,506TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,506TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$33,393TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$33,393TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$220,900ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$220,900ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$254,293TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$33,393TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$220,900TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,518,122ExcessRevenueOverExpensesAmt
Net Investment Income$129,902NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,598,266CashBOYAmt
Cash EOY$261,509CashEOYAmt
Cash EOYFMV$261,509CashEOYFMVAmt
Corporate Stock BOY$2,663,302CorporateStockBOYAmt
Corporate Stock EOY$5,510,214CorporateStockEOYAmt
Corporate Stock EOYFMV$6,007,651CorporateStockEOYFMVAmt
Corporate Bonds BOY$0CorporateBondsBOYAmt
Corporate Bonds EOY$1,007,967CorporateBondsEOYAmt
Corporate Bonds EOYFMV$972,990CorporateBondsEOYFMVAmt
Other Investments BOY$635,000OtherInvestmentsBOYAmt
Other Investments EOY$635,000OtherInvestmentsEOYAmt
Other Investments EOYFMV$583,720OtherInvestmentsEOYFMVAmt
Total Assets BOY$5,896,568TotalAssetsBOYAmt
Total Assets EOY$7,414,690TotalAssetsEOYAmt
Total Assets EOYFMV$7,825,870TotalAssetsEOYFMVAmt
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$5,896,568RetainedEarningBOYAmt
Retained Earning EOY$7,414,690RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$5,896,568TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,414,690TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,896,568TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,414,690TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,896,568TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,518,122ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$7,414,690SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$7,414,690TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (29 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
7367.387 SHS EATON VANCE EMGP2013-03-132015-01-07$54,666$75,000-$20,334-$20,334
200 SHS COVIDIEN PLCP2013-04-192015-01-29$21,378$12,036$9,342$9,342
100 SHS COVIDIEN PLCP2013-06-052015-01-29$10,689$5,854$4,835$4,835
75 SHS COVIDIEN PLCP2013-06-262015-01-29$8,017$4,222$3,795$3,795
75 SHS EBAYP2013-05-152015-02-02$4,082$4,176-$94-$94
150 SHS EBAY INCP2013-06-052015-02-02$8,163$8,138$25$25
350 SHS EBAY INCP2013-04-032015-02-02$19,047$18,208$839$839
125 SHS EBAY INCP2013-06-262015-02-02$6,803$6,379$424$424
25 SHS ALLERGAN INCP2013-05-072015-03-09$5,856$2,548$3,308$3,308
75 SHS GILEAD SCIENCES INCP2013-05-072015-03-09$7,748$3,976$3,772$3,772
700 SHS ROCHE HLDGP2014-06-122015-03-09$23,212$26,376-$3,164-$3,164
300 SHS ROCHE HLDGP2015-02-042015-03-09$9,948$10,160-$212-$212
50 SHS ALLERGAN INCP2013-05-072015-03-18$12,108$5,097$7,011$7,011
50 SHS ALLERGAN INCP2013-06-052015-03-18$12,108$5,052$7,056$7,056
50 SHS ALLERGAN INCP2013-06-262015-03-18$12,108$4,616$7,492$7,492
50 SHS ALLERGAN INCP2015-02-042015-03-18$12,108$10,988$1,120$1,120
1 SHS ACTAVIS PLCP2015-03-182015-03-19$207$207$0$0
150 SHS BHP BILLITON LTDP2013-04-192015-05-07$7,808$10,007-$2,199-$2,199
75 SHS BHP BILLITON LTDP2013-06-052015-05-07$3,904$4,965-$1,061-$1,061
100 SHS BHP BILLITON LTDP2015-02-042015-05-07$5,205$4,645$560$560
GOOGLE CL CP2013-06-212015-05-08$148$121$27$27
300 SHS EMC CORP MASSP2013-06-052015-07-20$7,533$7,478$55$55
250 SHS EMC CORP MASSP2013-06-262015-07-20$6,277$6,107$170$170
700 SHS EMC CORP MASSP2013-04-032015-07-20$17,577$16,720$857$857
200 SHS EMC CORP MASSP2013-05-152015-07-20$5,022$4,691$331$331
700 SHS EMC CORP MASSP2013-04-032015-07-20$17,577$18,253-$676-$676
150 SHS MONSANTO COP2013-07-022015-10-09$13,218$14,870-$1,652-$1,652
75 SHS MONSANTO COP2015-02-042015-10-09$6,609$8,856-$2,247-$2,247
CAPITAL GAINS DIVIDENDSP$35,688$35,688$35,688
FieldValueIRS element (for citing)
Capital Gain Net Income$55,068CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$90,026AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$4,129,198NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.021802DistributionYr1Rt
Adjusted Qlfy Distri Yr2$30,061AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$3,461,648NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.008684DistributionYr2Rt
Adjusted Qlfy Distri Yr3$0AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$3,372,806NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.000000DistributionYr3Rt
Total Distribution0.030486TotalDistributionRt
Average Distribution0.010162AverageDistributionRt
Net Vl Noncharitable Assets$6,416,947NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$65,209AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,299NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$66,508AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$220,900QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,299InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,299SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,299TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,926EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$1,500AppliedToEsTaxAmt
Total Payments And Credits$3,426TotalPaymentsAndCreditsAmt
Overpayment$2,127OverpaymentAmt
Applied To ES Tax$2,127AppliedToESTaxAmt
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$5,892,287AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$622,380AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,514,667TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$6,514,667AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$97,720CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,416,947NetVlNoncharitableAssetsAmt
Minimum Investment Return$320,847MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$320,847MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,299TaxBasedOnInvestmentIncomeAmt
Total Tax$1,299TotalTaxAmt
Distributable Before Adj$319,548DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$319,548DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$319,548DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$220,900ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$220,900QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,299PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$219,601AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$319,548DistributableAsAdjustedAmt
Undistributed Income PY$204,962UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$220,900QualifyingDistributionsAmt
Applied To Year1$204,962AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$15,938AppliedToCurrentYearAmt
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$303,610UndistributedIncomeCYAmt
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 (34 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALBRIGHT COLLEGE
PO BOX 15234READINGPA19612NONESCHOOLUNRESTRICTED$1,000
BACKPACK BEGINNINGS
1852 BANKING STREET 9024GREENSBORONC27408NONECHARITYUNRESTRICTED$1,000
BAKER FREE LIBRARY
509 SOUTH STREETBOWNH03304NONEFOUNDATIONUNRESTRICTED$10,000
BOSTON SYMPHONY ORCHESTRA
301 MASSACHUSETTS AVENUEBOSTONMA02115NONECHARITYUNRESTRICTED$15,000
CONCORD HOSPITAL
250 PLEASANT STREETCONCORDNH03301NONEHOSPITALUNRESTRICTED$1,000
BOY SCOUTS - DANIEL WEBSTER COUNCIL
571 HOLT AVENUEMANCHESTERNH03109NONECHARITYUNRESTRICTED$500
DOWNEAST COASTAL CONSERVANCY
PO BOX 760MACHIASME04654NONECHARITYUNRESTRICTED$1,000
FRIENDS OF THE NEWTON FREE LIBRARY
330 HOMER STREETNEWTONMA02459NONEFOUNDATIONUNRESTRICTED$1,000
GIRL SCOUTS OF THE GREEN AND WHITE MOUNTAINS
ONE COMMERCE DRIVEBEDFORDNH03110NONECHARITYUNRESTRICTED$500
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 FLOORCAMBRIDGEMA02139NONEMUSEUMUNRESTRICTED$10,000
NATURAL SCIENCE CENTER OF GREENSBORO
4301 LAWNDALE DRIVEGREENSBORONC27455NONECHARITYUNRESTRICTED$500
NURTURING MINDS
PO BOX 144VALLEY FORGEPA19481NONECHARITYUNRESTRICTED$200
PORTER MEMORIAL LIBRARY ASSOCIATION
92 COURT STREETMACHIASME04654NONEFOUNDATIONUNRESTRICTED$1,000
ROSIE'S PLACE
889 HARRISON AVENUEBOSTONMA02118NONECHARITYUNRESTRICTED$3,000
THE BROAD INSTITUTE OF MIT & HARVARD
7 CAMBRIDGE CENTER ROOM 7011CAMBRIDGEMA02142NONESCHOOLUNRESTRICTED$1,000
THE ELIOT CHURCH OF NEWTON
474 CENTRE STREETNEWTONMA02458NONECHARITYUNRESTRICTEDUNRESTRICTED$14,000
THE FRIENDLY KITCHEN
PO BOX 373CONCORDNH03302NONECHARITYUNRESTRICTED$1,000
THE LIFE SCIENCES FOUNDATION
ONE EMBARCADERO CENTER 27TH FLSAN FRANCISCOCA94111NONEFOUNDATIONUNRESTRICTED$5,000
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 ROADMARIONIN46952NONECHARITYUNRESTRICTED$1,000
AMERICAN ASSOCIATION FOR THE ADVANCEMENT OF SCIENCE
730 15TH STNW WASHINGTONDC20005NONECHARITYUNRESTRICTED$25,000
FRIENDS OF BOSTON'S HOMELESS
12 WISE STREETBOSTONMA02130NONECHARITYUNRESTRICTED$3,000
WATERBURY UNLEASHED
6 UNION STREETWATERBURYVT05676NONECHARITYUNRESTRICTED$1,000
FRIENDS OF THE WATERBURY PUBLIC LIBRARY
PO BOX 384WATERBURYVT05676NONECHARITYUNRESTRICTED$1,000
ASHLAND AVENUE BAPTIST CHURCH
2735 ASHLAND AVENUECOVINGTONKY41015NONECHARITYUNRESTRICTED$5,000
UNION COLLEGE
310 COLLEGE STREETBARBOURVILLEKY40906NONESCHOOLUNRESTRICTED$100,000
OPEN MEDICINE FOUNDATION
400 HAMILTON AVENUEPALO ALTOCA94040NONEFOUNDATIONUNRESTRICTED$5,000
MIT - ROBERT J SILBEY CAREER DEVELOPMENT PROFESSORSHIP FUND
100 FEDERAL STREETBOSTONMA02110NONECHARITYUNRESTRICTED$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$220,900TotalGrantOrContriPdDurYrAmt
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$108,227ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$55,068ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$163,295ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$163,295TotalIncomeProducingActyAmt

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$1,609,120TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property5,350 SHS OF STOCK OF BIOGEN IDEC, INCNoncashPropertyDesc
Fair Market Value$1,609,120FairMarketValueAmt
Received2015-12-23ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$3,095Amt
Net Investment Income$3,095NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (19 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AT&T INC$51,172$50,341
AMGEN INC$53,475$51,459
BOSTON PROPERTIES LP$53,537$51,797
CVS CAREMARK CORP$55,501$52,892
CISCO SYS INC$56,840$54,640
COSTCO WHOLESALE CORP$50,284$49,578
JOHN DEERE CAPITAL$50,123$48,716
THE WALT DISNEY CO$52,236$50,828
EATON CORP$50,998$48,382
FEDEX CORP$50,771$48,708
GEN ELEC CAP CRP MTN 4.375%$56,050$54,279
GOLDMAN SACHS GROUP$51,722$50,978
KEY CORP$57,826$54,648
MONSANTO CO$50,723$49,469
ORACLE CORP$50,974$48,829
PRUDENTIAL FIN MTN$55,924$53,660
TIME WARNER INC$56,320$53,745
TOYOTA MTR CR CORP$51,273$50,105
UNITEDHLTH GROUP INC 2.875%$52,218$49,936

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (65 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AMERICAN EXPRESS CO$37,082$34,775
AMERICAN TOWER CORP$33,612$41,204
AMGEN INC$37,731$48,699
APPLE INC$100,499$126,838
AVALONBAY COMMUNITIES INC$36,146$47,874
CVS/CAREMARK CORP$26,810$46,441
CATERPILLAR INC$33,645$27,184
CHEVRON CORP$31,175$24,739
COLGATE PALMOLIVE CO$33,423$36,641
COMCAST CORP A$55,980$69,127
COSTCO WHOLESALE CORP$38,432$52,488
DANAHER CORP$35,158$48,762
DISNEY COMPANY$37,059$55,167
EOG RESOURCES INC$25,583$28,316
EATON VANCE-ATLANTA SM CP$110,000$138,283
ECOLAB INC$27,172$34,314
EXXON MOBIL CORP$42,088$37,026
FIRST REPUBLIC BANK$28,168$46,242
GILEAD SCIENCES INC$32,126$53,125
WW GRAINGER INC$36,670$30,389
HOME DEPOT INC$57,992$89,269
ILLINOIS TOOL WORKS INC$36,033$46,340
ISHARES MSCI EMERGING MKTS ETF$261,096$202,572
ISHARES COHEN & STEERS REIT ETF$132,039$156,303
JP MORGAN CHASE & CO$34,868$44,570
JOHNSON & JOHNSON$30,812$35,952
MARRIOTT INTERNATIONAL INC A$44,762$56,984
MASTERCARD INC A$67,399$102,228
MCDONALDS CORP$39,167$47,256
MICROCHIP TECHNOLOGY INC$46,571$48,867
NEXTERA ENERGY INC$28,323$33,764
NIKE INC B$31,952$56,250
NORFOLK SOUTHERN CORP$39,361$40,180
PHILLIPS 66$36,622$44,990
PRAXAIR INC$22,974$20,480
PUBLIC STORAGE INC$35,863$55,733
QUALCOMM INC$56,098$43,737
SPDR S&P MIDCAP 400 ETF TRUST$454,454$503,253
SEMPRA ENERGY$29,298$30,553
THERMO FISHER SCIENTIFIC INC$31,901$49,648
UNITED TECHNOLOGIES CORP$45,043$43,232
VANGUARD FTSE DEVELOPED MARKETS ETF$670,797$651,266
WELLS FARGO$29,636$38,052
ACCENTURE PLC IRELAND$60,307$78,375
ANHEUSER BUSCH INBEV SA/NV-SP$32,709$40,625
NESTLE SA SPONSORED ADR$35,586$37,210
NOVARTIS AG ADR$30,947$34,416
NOVO-NORDISK AS ADR-B$32,655$55,176
SANOFI ADR$30,170$25,590
SCHLUMBERGER LTD$36,846$33,131
TORONTO DOMINION BANK$26,505$25,461
AFFILIATED MANAGERS GROUP$38,871$31,952
BOEING CO$43,620$46,992
LAUDER ESTEE COS INC-A$34,263$44,030
MCKESSON CORP$33,935$34,515
THE PRICELINE GROUP INC$32,942$38,249
VERIZON COMMUNICATIONS$43,100$41,922
ACE LTD$36,297$40,898
CELGENE CORP$47,730$47,904
BIOGEN INC$1,639,930$1,661,949
ALPHABET INC-CL C$47,569$75,888
ALPHABET INC/CA-CL A$20,780$38,901
PEPSICO INC$30,516$32,474
ALLERGAN PLC$22,384$22,813
BP CAP MKTS PLC$50,932$50,067

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
EATON VANCE FLTG RT & HAT COST$300,000$274,776
EATON VANCE STRATEGIC INCMAT COST$200,000$179,387
VANGUARD INTM TERM INVTAT COST$135,000$129,557

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$28,792Amt
Net Investment Income$28,792NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$1,506Amt
Net Investment Income$1,506NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.