Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 01-01-2015 , and ending 12-31-2015
Name of foundation
SHARP CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)36 FAIRMONT AVENUE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEWTON, MA02158
A Employer identification number

35-7004860
B Telephone number (see instructions)

(617) 253-6421
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$7,825,870J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 1,609,120
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 108,227 108,227  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 55,068
b Gross sales price for all assets on line 6a 354,814
7 Capital gain net income (from Part IV, line 2)... 55,068
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,772,415 163,295  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 3,095 3,095   0
c Other professional fees (attach schedule).... Click to see attachment 28,792 28,792   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,506 1,506   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 33,393 33,393   0
25 Contributions, gifts, grants paid....... 220,900 220,900
26 Total expenses and disbursements. Add lines 24 and 25 254,293 33,393   220,900
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,518,122
b Net investment income (if negative, enter -0-) 129,902
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 2,598,266 261,509 261,509
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 2,663,302 Click to see attachment5,510,214 6,007,651
c Investments—corporate bonds (attach schedule)....... 0 Click to see attachment1,007,967 972,990
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 635,000 Click to see attachment635,000 583,720
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,896,568 7,414,690 7,825,870
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 5,896,568 7,414,690
30 Total net assets or fund balances (see instructions)..... 5,896,568 7,414,690
31 Total liabilities and net assets/fund balances (see instructions). 5,896,568 7,414,690
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
5,896,568
2
Enter amount from Part I, line 27a .....................
2
1,518,122
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
7,414,690
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
7,414,690
Form 990-PF (2015)
Form 990-PF (2015)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a 7367.387 SHS EATON VANCE EMG P 2013-03-13 2015-01-07
b 200 SHS COVIDIEN PLC P 2013-04-19 2015-01-29
c 100 SHS COVIDIEN PLC P 2013-06-05 2015-01-29
d 75 SHS COVIDIEN PLC P 2013-06-26 2015-01-29
e 75 SHS EBAY P 2013-05-15 2015-02-02
150 SHS EBAY INC P 2013-06-05 2015-02-02
350 SHS EBAY INC P 2013-04-03 2015-02-02
125 SHS EBAY INC P 2013-06-26 2015-02-02
25 SHS ALLERGAN INC P 2013-05-07 2015-03-09
75 SHS GILEAD SCIENCES INC P 2013-05-07 2015-03-09
700 SHS ROCHE HLDG P 2014-06-12 2015-03-09
300 SHS ROCHE HLDG P 2015-02-04 2015-03-09
50 SHS ALLERGAN INC P 2013-05-07 2015-03-18
50 SHS ALLERGAN INC P 2013-06-05 2015-03-18
50 SHS ALLERGAN INC P 2013-06-26 2015-03-18
50 SHS ALLERGAN INC P 2015-02-04 2015-03-18
1 SHS ACTAVIS PLC P 2015-03-18 2015-03-19
150 SHS BHP BILLITON LTD P 2013-04-19 2015-05-07
75 SHS BHP BILLITON LTD P 2013-06-05 2015-05-07
100 SHS BHP BILLITON LTD P 2015-02-04 2015-05-07
GOOGLE CL C P 2013-06-21 2015-05-08
300 SHS EMC CORP MASS P 2013-06-05 2015-07-20
250 SHS EMC CORP MASS P 2013-06-26 2015-07-20
700 SHS EMC CORP MASS P 2013-04-03 2015-07-20
200 SHS EMC CORP MASS P 2013-05-15 2015-07-20
700 SHS EMC CORP MASS P 2013-04-03 2015-07-20
150 SHS MONSANTO CO P 2013-07-02 2015-10-09
75 SHS MONSANTO CO P 2015-02-04 2015-10-09
CAPITAL GAINS DIVIDENDS P    
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 54,666   75,000 -20,334
b 21,378   12,036 9,342
c 10,689   5,854 4,835
d 8,017   4,222 3,795
e 4,082   4,176 -94
8,163   8,138 25
19,047   18,208 839
6,803   6,379 424
5,856   2,548 3,308
7,748   3,976 3,772
23,212   26,376 -3,164
9,948   10,160 -212
12,108   5,097 7,011
12,108   5,052 7,056
12,108   4,616 7,492
12,108   10,988 1,120
207   207 0
7,808   10,007 -2,199
3,904   4,965 -1,061
5,205   4,645 560
148   121 27
7,533   7,478 55
6,277   6,107 170
17,577   16,720 857
5,022   4,691 331
17,577   18,253 -676
13,218   14,870 -1,652
6,609   8,856 -2,247
35,688     35,688
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       -20,334
b       9,342
c       4,835
d       3,795
e       -94
      25
      839
      424
      3,308
      3,772
      -3,164
      -212
      7,011
      7,056
      7,492
      1,120
      0
      -2,199
      -1,061
      560
      27
      55
      170
      857
      331
      -676
      -1,652
      -2,247
      35,688
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 55,068
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2014 90,026 4,129,198 0.021802
2013 30,061 3,461,648 0.008684
2012 0 3,372,806 0.000000
2011      
2010      
2
Total of line 1, column (d) .....................
20.030486
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years . . .
3
0.010162
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
6,416,947
5
Multiply line 4 by line 3......................
5
65,209
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
1,299
7
Add lines 5 and 6........................
7
66,508
8
Enter qualifying distributions from Part XII, line 4.............
8
220,900
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2015)
Form 990-PF (2015)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 1,299
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,299
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,299
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 1,926
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 1,500
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,426
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 2,127
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet2,127 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletPHILLIP & ANN SHARP Telephone no.bullet (617) 253-6421

    Located atbullet36 FAIRMONT AVENUENEWTONMA ZIP+4bullet02158
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.......bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2015, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2015?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2015 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2015.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    PHILLIP A SHARP TRUSTEE
    5.00     		0 0 0
    36 FAIRMONT AVENUE
    NEWTON,MA02158
    ANN H SHARP TRUSTEE
    5.00     		0 0 0
    36 FAIRMONT AVENUE
    NEWTON,MA02158
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    5,892,287
    b
    Average of monthly cash balances.......................
    1b
    622,380
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    6,514,667
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    6,514,667
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    97,720
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    6,416,947
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    320,847
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    320,847
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    1,299
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,299
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    319,548
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    319,548
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    319,548
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    220,900
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    220,900
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    1,299
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    219,601
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2014     		(c)
    2014     		(d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7 319,548
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 204,962
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2015:
    a From 2010......  
    b From 2011......  
    c From 2012......  
    d From 2013......  
    e From 2014......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 220,900
    a Applied to 2014, but not more than line 2a 204,962
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2015 distributable amount..... 15,938
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2015. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		303,610
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2011....  
    b Excess from 2012....  
    c Excess from 2013....  
    d Excess from 2014....  
    e Excess from 2015....  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2015, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2015 (b) 2014 (c) 2013 (d) 2012
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    PHILLIP A SHARP
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ALBRIGHT COLLEGE
    PO BOX 15234
    READING,PA19612     		NONE SCHOOL UNRESTRICTED 1,000
    BACKPACK BEGINNINGS
    1852 BANKING STREET 9024
    GREENSBORO,NC27408     		NONE CHARITY UNRESTRICTED 1,000
    BAKER FREE LIBRARY
    509 SOUTH STREET
    BOW,NH03304     		NONE FOUNDATION UNRESTRICTED 10,000
    BOSTON SYMPHONY ORCHESTRA
    301 MASSACHUSETTS AVENUE
    BOSTON,MA02115     		NONE CHARITY UNRESTRICTED 15,000
    CONCORD HOSPITAL
    250 PLEASANT STREET
    CONCORD,NH03301     		NONE HOSPITAL UNRESTRICTED 1,000
    BOY SCOUTS - DANIEL WEBSTER COUNCIL
    571 HOLT AVENUE
    MANCHESTER,NH03109     		NONE CHARITY UNRESTRICTED 500
    DOWNEAST COASTAL CONSERVANCY
    PO BOX 760
    MACHIAS,ME04654     		NONE CHARITY UNRESTRICTED 1,000
    FRIENDS OF THE NEWTON FREE LIBRARY
    330 HOMER STREET
    NEWTON,MA02459     		NONE FOUNDATION UNRESTRICTED 1,000
    GIRL SCOUTS OF THE GREEN AND WHITE MOUNTAINS
    ONE COMMERCE DRIVE
    BEDFORD,NH03110     		NONE CHARITY UNRESTRICTED 500
    GREENSBORO INDEPENDENT SCHOOL CORPORATION
    5401 LAWNDALE DRIVE
    GREENSBORO,NC27455     		NONE SCHOOL UNRESTRICTED 5,000
    GREENSBORO URBAN MINISTRY
    305 W LEE STREET
    GREENSBORO,NC27406     		NONE CHARITY UNRESTRICTED 1,000
    HOME BASE PROGRAM
    100 CAMBRIDGE STREET 13TH FLOOR
    BOSTON,MA02114     		NONE CHARITY UNRESTRICTED 200
    MIT MUSEUM FUND
    600 MEMORIAL DRIVE THIRD FLOOR
    CAMBRIDGE,MA02139     		NONE MUSEUM UNRESTRICTED 10,000
    NATURAL SCIENCE CENTER OF GREENSBORO
    4301 LAWNDALE DRIVE
    GREENSBORO,NC27455     		NONE CHARITY UNRESTRICTED 500
    NURTURING MINDS
    PO BOX 144
    VALLEY FORGE,PA19481     		NONE CHARITY UNRESTRICTED 200
    PORTER MEMORIAL LIBRARY ASSOCIATION
    92 COURT STREET
    MACHIAS,ME04654     		NONE FOUNDATION UNRESTRICTED 1,000
    ROSIE'S PLACE
    889 HARRISON AVENUE
    BOSTON,MA02118     		NONE CHARITY UNRESTRICTED 3,000
    THE BROAD INSTITUTE OF MIT & HARVARD
    7 CAMBRIDGE CENTER ROOM 7011
    CAMBRIDGE,MA02142     		NONE SCHOOL UNRESTRICTED 1,000
    THE ELIOT CHURCH OF NEWTON
    474 CENTRE STREET
    NEWTON,MA02458     		NONE CHARITY UNRESTRICTEDUNRESTRICTED 14,000
    THE FRIENDLY KITCHEN
    PO BOX 373
    CONCORD,NH03302     		NONE CHARITY UNRESTRICTED 1,000
    THE LIFE SCIENCES FOUNDATION
    ONE EMBARCADERO CENTER 27TH FL
    SAN FRANCISCO,CA94111     		NONE FOUNDATION UNRESTRICTED 5,000
    THE SECOND STEP INC
    PO BOX 600213
    NEWTONVILLE,MA02460     		NONE CHARITY UNRESTRICTED 1,000
    WASHINGTON COUNTY FOOD AND FUEL ALLIANCE
    PO BOX 297
    MACHIAS,ME04654     		NONE CHARITY UNRESTRICTED 3,000
    WATERBURY AREA FOOD SHELF
    57 SO MAIN STREET SUITE 3
    WATERBURY,VT05676     		NONE CHARITY UNRESTRICTED 1,000
    WHITEHEAD INSTITUTE
    NINE CAMBRIDGE CENTER
    CAMBRIDGE,MA02142     		NONE CHARITY UNRESTRICTED 1,000
    WORLD GOSPEL MISSION
    3783 ESTATE ROAD
    MARION,IN46952     		NONE CHARITY UNRESTRICTED 1,000
    AMERICAN ASSOCIATION FOR THE ADVANCEMENT OF SCIENCE
    730 15TH ST
    NW WASHINGTON,DC20005     		NONE CHARITY UNRESTRICTED 25,000
    FRIENDS OF BOSTON'S HOMELESS
    12 WISE STREET
    BOSTON,MA02130     		NONE CHARITY UNRESTRICTED 3,000
    WATERBURY UNLEASHED
    6 UNION STREET
    WATERBURY,VT05676     		NONE CHARITY UNRESTRICTED 1,000
    FRIENDS OF THE WATERBURY PUBLIC LIBRARY
    PO BOX 384
    WATERBURY,VT05676     		NONE CHARITY UNRESTRICTED 1,000
    ASHLAND AVENUE BAPTIST CHURCH
    2735 ASHLAND AVENUE
    COVINGTON,KY41015     		NONE CHARITY UNRESTRICTED 5,000
    UNION COLLEGE
    310 COLLEGE STREET
    BARBOURVILLE,KY40906     		NONE SCHOOL UNRESTRICTED 100,000
    OPEN MEDICINE FOUNDATION
    400 HAMILTON AVENUE
    PALO ALTO,CA94040     		NONE FOUNDATION UNRESTRICTED 5,000
    MIT - ROBERT J SILBEY CAREER DEVELOPMENT PROFESSORSHIP FUND
    100 FEDERAL STREET
    BOSTON,MA02110     		NONE CHARITY UNRESTRICTED 1,000
    Total .................................bullet 3a 220,900
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ...........     		         
    4 Dividends and interest from securities....     14 108,227  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory ............     		    18 55,068  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 163,295 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13163,295
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2015)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2015
    Name of the organization
    SHARP CHARITABLE TRUST
     
    Employer identification number

    35-7004860
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Page 2
    Name of organization
    SHARP CHARITABLE TRUST
          		Employer identification number
    35-7004860
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    PHILLIP A SHARP  
    36 FAIRMONT AVENUE
     
    NEWTON, MA02458

    		$ 1,609,120


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 3
    Name of organization
    SHARP CHARITABLE TRUST
          		Employer identification number

    35-7004860
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 5,350 SHS OF STOCK OF BIOGEN IDEC, INC $ 1,609,120 2015-12-23
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 4
    Name of organization
    SHARP CHARITABLE TRUST
          		Employer identification number

    35-7004860
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2015 AccountingFeesSchedule
    Name:
    SHARP CHARITABLE TRUST
    EIN:
    35-7004860
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROFESSIONAL FEES 3,095 3,095   0

    TY 2015 InvestmentsCorpBondsSchedule
    Name:
    SHARP CHARITABLE TRUST
    EIN:
    35-7004860
    Name of Bond End of Year Book Value End of Year Fair Market Value
    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

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    SHARP CHARITABLE TRUST
    EIN:
    35-7004860
    Name of Stock End of Year Book Value End of Year Fair Market Value
    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

    TY 2015 InvestmentsOtherSchedule2
    Name:
    SHARP CHARITABLE TRUST
    EIN:
    35-7004860
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    EATON VANCE FLTG RT & H AT COST 300,000 274,776
    EATON VANCE STRATEGIC INCM AT COST 200,000 179,387
    VANGUARD INTM TERM INVT AT COST 135,000 129,557

    TY 2015 OtherProfessionalFeesSchedule
    Name:
    SHARP CHARITABLE TRUST
    EIN:
    35-7004860
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 28,792 28,792   0


    TY 2015 TaxesSchedule
    Name:
    SHARP CHARITABLE TRUST
    EIN:
    35-7004860
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 1,506 1,506   0