SHARP CHARITABLE TR: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- SHARP CHARITABLE TR (EIN 35-7004860)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-21
- IRS object ID
- 201541419349100254
- Schema version
- 2014v5.0
- 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
- Schedule B
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-21T10:37:07-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 393 TOTTEN POND ROAD | AddressLine1Txt |
| City | WALTHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02451 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | 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 | 2015-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARY L STACK | PreparerPersonNm |
| PTIN | P00506913 | PTIN |
| Phone | 7818903300 | PhoneNum |
| Preparation | 2015-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,388,044 | 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 | $2,511,675 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $102,037 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $102,037 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $22,314 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,768,918 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $22,314 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,636,026 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $124,351 | 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 |
| Other Prof Fees Rev And Expnss | $15,859 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,859 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $39,631 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,133 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $55,490 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,992 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $91,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $91,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $146,590 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,992 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $91,100 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,489,436 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $107,359 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $71,852 | CashBOYAmt |
| Cash EOY | $2,598,266 | CashEOYAmt |
| Cash EOYFMV | $2,598,266 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,700,280 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,663,302 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,177,749 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $635,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $635,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $612,029 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,407,132 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,896,568 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,388,044 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $3,407,132 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,896,568 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,407,132 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,896,568 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,407,132 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,896,568 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,407,132 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,489,436 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,896,568 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,896,568 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 300 SHS DEERE & CO | P | 2013-03-28 | 2014-02-20 | $25,463 | $25,955 | -$492 | -$492 |
| 300 SHS PEPSICO INC | P | 2013-04-16 | 2014-02-20 | $23,489 | $23,951 | -$462 | -$462 |
| 0.80 SHS VERIZON COMMUNICATIONS | P | 2013-05-13 | 2014-02-27 | $38 | $37 | $1 | $1 |
| 0.272 SHS VODAFONE GROUP | P | 2013-05-13 | 2014-03-11 | $10 | $15 | -$5 | -$5 |
| 140 SHS GOLDMAN SACHS | P | 2013-04-16 | 2014-04-17 | $22,090 | $21,329 | $761 | $761 |
| 300 SHS MARRIOTT INTERNATIONAL | P | 2013-05-10 | 2014-05-29 | $18,166 | $13,091 | $5,075 | $5,075 |
| 175 SHS ALLERGAN INC | P | 2013-04-16 | 2014-06-09 | $28,865 | $19,272 | $9,593 | $9,593 |
| 125 SHS NOVO NORDISK AS ADR-B | P | 2013-03-28 | 2014-08-08 | $5,525 | $4,047 | $1,478 | $1,478 |
| 325 SHS AFLAC INC | P | 2013-03-28 | 2014-08-08 | $19,032 | $17,261 | $1,771 | $1,771 |
| 200 SHS GILEAD SCIENCES INC | P | 2013-04-16 | 2014-08-08 | $18,377 | $10,603 | $7,774 | $7,774 |
| 375 SHS ROGERS COMMUNICATIONS | P | 2013-04-16 | 2014-08-08 | $14,345 | $18,386 | -$4,041 | -$4,041 |
| 327 SHS VODAFONE GROUP PLC | P | 2013-05-13 | 2014-08-08 | $10,552 | $16,846 | -$6,294 | -$6,294 |
| 8235 SHS BIOGEN IDEC INC | P | 2014-11-18 | 2014-11-19 | $2,503,397 | $2,511,675 | -$8,278 | -$8,278 |
| 400 SHS KINDER MORGAN ENERGY | P | 2013-04-16 | 2014-11-24 | $36,688 | $34,356 | $2,332 | $2,332 |
| 110 SHS AMAZON.COM | P | 2013-04-16 | 2014-12-23 | $33,621 | $29,780 | $3,841 | $3,841 |
| CAPITAL GAINS DIVIDENDS | P | $9,260 | $9,260 | $9,260 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $22,314 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $30,061 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,461,648 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.008684 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $0 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,372,806 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.000000 | DistributionYr2Rt |
| Total Distribution | 0.008684 | TotalDistributionRt |
| Average Distribution | 0.004342 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,129,198 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $17,929 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,074 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $19,003 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $91,100 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,074 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,074 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,074 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,926 | OverpaymentAmt |
| Applied To ES Tax | $1,926 | 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 |
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 | $3,814,635 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $377,444 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,192,079 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,192,079 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $62,881 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,129,198 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $206,460 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $206,460 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,074 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,074 | TotalTaxAmt |
| Distributable Before Adj | $205,386 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $205,386 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $205,386 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $91,100 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $91,100 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,074 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $90,026 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $205,386 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $90,676 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $91,100 | QualifyingDistributionsAmt |
| Applied To Year1 | $90,676 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $424 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $204,962 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
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 (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BACKPACK BEGINNINGS | |||||||
| 1852 BANKING STREET 9024 | GREENSBORO | NC | 27408 | NONE | CHARITY | UNRESTRICTED | $1,000 |
| BAKER FREE LIBRARY | |||||||
| 509 SOUTH STREET | BOW | NH | 03304 | NONE | FOUNDATION | UNRESTRICTED | $10,000 |
| BOSTON SYMPHONY ORCHESTRA | |||||||
| 301 MASSACHUSETTS AVENUE | BOSTON | MA | 02115 | NONE | CHARITY | UNRESTRICTED | $15,000 |
| CONCORD HOSPITAL | |||||||
| 250 PLEASANT STREET | CONCORD | NH | 03301 | NONE | HOSPITAL | UNRESTRICTED | $1,000 |
| DANIEL WEBSTER COUNCIL | |||||||
| 571 HOLT AVENUE | MANCHESTER | NH | 03109 | NONE | CHARITY | UNRESTRICTED | $500 |
| GIRL SCOUTS OF THE GREEN AND WHITE MOUNTAINS | |||||||
| ONE COMMERCE DRIVE | BEDFORD | NH | 03110 | NONE | CHARITY | UNRESTRICTED | $500 |
| GREENSBORO INDEPENDENT SCHOOL CORPORATION | |||||||
| 5401 LAWNDALE DRIVE | GREENSBORO | NC | 27455 | NONE | SCHOOL | UNRESTRICTED | $5,000 |
| MIT MUSEUM FUND | |||||||
| 600 MEMORIAL DRIVE THIRD FLOOR | CAMBRIDGE | MA | 02139 | NONE | MUSEUM | UNRESTRICTED | $10,000 |
| ROSIE'S PLACE | |||||||
| 889 HARRISON AVENUE | BOSTON | MA | 02118 | NONE | CHARITY | UNRESTRICTED | $4,000 |
| THE BROAD INSTITUTE OF MIT | |||||||
| 7 CAMBRIDGE CENTER ROOM 7011 | CAMBRIDGE | MA | 02142 | NONE | SCHOOL | UNRESTRICTED | $1,000 |
| THE FRIENDLY KITCHEN | |||||||
| PO BOX 373 | CONCORD | NH | 03302 | NONE | CHARITY | UNRESTRICTED | $1,000 |
| THE SECOND STEP INC | |||||||
| PO BOX 600213 | NEWTONVILLE | MA | 02460 | NONE | CHARITY | UNRESTRICTED | $1,000 |
| WATERBURY AREA FOOD SHELF | |||||||
| 57 SO MAIN STREET SUITE 3 | WATERBURY | VT | 05676 | NONE | CHARITY | UNRESTRICTED | $1,000 |
| WHITEHEAD INSTITUTE | |||||||
| NINE CAMBRIDGE CENTER | CAMBRIDGE | MA | 02142 | NONE | CHARITY | UNRESTRICTED | $1,000 |
| LONG ISLAND SHELTER | |||||||
| PO BOX 220648 | BOSTON | MA | 02122 | NONE | CHARITY | UNRESTRICTED | $5,000 |
| GREENSBORO URBAN MINISTRY | |||||||
| 305 W LEE STREET | GREENSBORO | NC | 27406 | NONE | CHARITY | UNRESTRICTED | $1,000 |
| NATURAL SCIENCE CENTER OF GREENSBORO | |||||||
| 4301 LAWNDALE DRIVE | GREENSBORO | NC | 27455 | NONE | CHARITY | UNRESTRICTED | $1,000 |
| ALBRIGHT COLLEGE | |||||||
| PO BOX 15234 | READING | PA | 196125234 | NONE | SCHOOL | UNRESTRICTED | $1,000 |
| NURTURING MINDS | |||||||
| PO BOX 144 | VALLEY FORGE | PA | 19481 | NONE | CHARITY | UNRESTRICTED | $200 |
| HOME BASE PROGRAM | |||||||
| 100 CAMBRIDGE STREET 13TH FLOOR | BOSTON | MA | 02114 | NONE | CHARITY | UNRESTRICTED | $2,200 |
| YOUTHBUILD USA | |||||||
| 58 DAY STREET | SOMERVILLE | MA | 02144 | NONE | CHARITY | UNRESTRICTED | $500 |
| THE POSSIBLE PROJECT INC | |||||||
| 955 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02139 | NONE | CHARITY | UNRESTRICTED | $2,000 |
| DOWNEAST COASTAL CONSERVANCY | |||||||
| PO BOX 760 | MACHIAS | ME | 04654 | NONE | CHARITY | UNRESTRICTED | $1,000 |
| WASHINGTON COUNTY FOOD AND FUEL | |||||||
| PO BOX 297 | MACHIAS | ME | 04654 | NONE | CHARITY | UNRESTRICTED | $3,000 |
| PORTER MEMORIAL LIBRARY ASSOCIATION | |||||||
| 92 COURT STREET | MACHIAS | ME | 04654 | NONE | FOUNDATION | UNRESTRICTED | $1,000 |
| FRIENDS OF THE NEWTON FREE LIBRARY | |||||||
| 330 HOMER STREET | NEWTON | MA | 02459 | NONE | FOUNDATION | UNRESTRICTED | $1,000 |
| THE LIFE SCIENCES FOUNDATION | |||||||
| ONE EMBARCADERO CENTER 27TH FL | SAN FRANCISCO | CA | 94111 | NONE | FOUNDATION | UNRESTRICTED | $6,000 |
| WORLD GOSPEL MISSION | |||||||
| 3783 ESTATE ROAD | MARION | IN | 46952 | NONE | CHARITY | UNRESTRICTED | $1,000 |
| THE ELIOT CHURCH OF WESTON | |||||||
| 474 CENTRE STREET | NEWTON | MA | 02458 | NONE | CHARITY | UNRESTRICTED | $13,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $91,100 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $102,037 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $22,314 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $124,351 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $124,351 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | PHILLIP A SHARP | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36 FAIRMONT AVENUE | AddressLine1Txt |
| City | NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02458 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,511,675 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 8,235 SHS OF STOCK OF BIOGEN IDEC, INC | NoncashPropertyDesc |
| Fair Market Value | $2,511,675 | FairMarketValueAmt |
| Received | 2014-11-19 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (67 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALLERGAN INC | $17,313 | $37,203 |
| AMERICAN EXPRESS CO | $20,833 | $27,912 |
| AMERICAN TOWER CORP | $28,752 | $37,069 |
| AMGEN INC | $26,244 | $35,840 |
| APPLE INC | $50,850 | $88,856 |
| AVALONBAY COMMUNITIES INC | $30,060 | $36,763 |
| CVS/CAREMARK CORP | $26,810 | $45,747 |
| CATERPILLAR INC | $23,634 | $25,171 |
| CHEVRON CORP | $20,963 | $19,632 |
| COLGATE PALMOLIVE CO | $23,275 | $27,676 |
| COMCAST CORP A | $34,674 | $47,858 |
| COSTCO WHOLESALE CORP | $24,120 | $31,894 |
| DANAHER CORP | $24,827 | $34,284 |
| DISNEY COMPANY | $21,084 | $32,967 |
| EMC CORP MASS | $34,995 | $43,123 |
| EOG RESOURCES INC | $25,583 | $36,828 |
| EATON VANCE-ATLANTA SM CP | $110,000 | $134,442 |
| EBAY INC | $36,901 | $39,284 |
| ECOLAB INC | $16,798 | $20,904 |
| EXXON MOBIL CORP | $15,813 | $16,179 |
| FIRST REPUBLIC BANK | $23,060 | $31,272 |
| GILEAD SCIENCES INC | $25,603 | $47,130 |
| GOOGLE INC A & CL C | $41,615 | $52,853 |
| WW GRAINGER INC | $24,814 | $25,489 |
| HOME DEPOT INC | $34,433 | $47,237 |
| ILLINOIS TOOL WORKS INC | $24,386 | $35,513 |
| ISHARES MSCI EMERGING MKTS ETF | $163,358 | $149,302 |
| ISHARES COHEN & STEERS REIT ETF | $132,039 | $152,523 |
| JP MORGAN CHASE & CO | $23,955 | $29,726 |
| JOHNSON & JOHNSON | $20,723 | $26,143 |
| MARRIOTT INTERNATIONAL INC A | $24,191 | $44,867 |
| MASTERCARD INC A | $38,684 | $60,312 |
| MCDONALDS CORP | $27,601 | $25,768 |
| MICROCHIP TECHNOLOGY INC | $30,697 | $31,577 |
| MONSANTO CO | $14,870 | $17,921 |
| NEXTERA ENERGY INC | $17,355 | $23,915 |
| NIKE INC B | $18,069 | $28,845 |
| NORFOLK SOUTHERN CORP | $26,578 | $38,364 |
| PHILLIPS 66 | $24,312 | $26,888 |
| PRAXAIR INC | $16,924 | $19,434 |
| PUBLIC STORAGE INC | $29,883 | $36,046 |
| QUALCOMM INC | $37,209 | $42,740 |
| SPDR S&P MIDCAP 400 ETF TRUST | $256,757 | $323,363 |
| SEMPRA ENERGY | $18,028 | $25,056 |
| THERMO FISHER SCIENTIFIC INC | $22,506 | $34,455 |
| UNITED TECHNOLOGIES CORP | $30,621 | $37,375 |
| VANGUARD FTSE DEVELOPED MARKETS ETF | $374,636 | $378,800 |
| WELLS FARGO | $19,191 | $27,410 |
| ACCENTURE PLC IRELAND | $39,203 | $44,655 |
| COVIDIEN PLC | $22,112 | $38,355 |
| ANHEUSER BUSCH INBEV SA/NV-SP | $23,588 | $28,080 |
| BHP BILLITON LTD ADR | $14,971 | $10,647 |
| EATON VANCE EMG MKTS LOCAL INCOME | $75,000 | $55,550 |
| NESTLE SA SPONSORED ADR | $25,991 | $27,356 |
| NOVARTIS AG ADR | $21,242 | $27,798 |
| NOVO-NORDISK AS ADR-B | $23,704 | $31,740 |
| SANOFI ADR | $20,920 | $18,244 |
| SCHLUMBERGER LTD | $26,519 | $29,894 |
| TORONTO DOMINION BANK | $16,511 | $19,112 |
| AFFILIATED MANAGERS GROUP | $23,342 | $26,530 |
| BOEING CO | $29,064 | $29,246 |
| LAUDER ESTEE COS INC-A | $23,633 | $26,670 |
| MCKESSON CORP | $23,342 | $25,948 |
| THE PRICELINE GROUP INC | $22,802 | $22,804 |
| VERIZON COMMUNICATIONS | $29,326 | $28,395 |
| ACE LTD | $20,029 | $22,976 |
| ROCHE HOLDINGS LTD ADR | $26,376 | $23,793 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EATON VANCE FLTG RT & H | AT COST | $300,000 | $291,389 |
| EATON VANCE STRATEGIC INCM | AT COST | $200,000 | $188,529 |
| VANGUARD INTM TERM INVT | AT COST | $135,000 | $132,111 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $15,859 | Amt |
| Net Investment Income | $15,859 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,133 | $1,133 | $0 |
| FEDERAL EXCISE TAXES | $38,498 | $0 | $0 |
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