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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
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. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... 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$11,307,212J 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) 2,873,191
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 181,362 181,362  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 107,243
b Gross sales price for all assets on line 6a 1,682,876
7 Capital gain net income (from Part IV, line 2)... 107,243
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........ 3,161,796 288,605  
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 3,760 0   0
c Other professional fees (attach schedule).... Click to see attachment 40,389 0   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,604 0   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.......... 45,753 0   0
25 Contributions, gifts, grants paid....... 603,571 603,571
26 Total expenses and disbursements. Add lines 24 and 25 649,324 0   603,571
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,512,472
b Net investment income (if negative, enter -0-) 288,605
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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............. 112,484 101,748 101,748
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)....... 5,416,975 Click to see attachment8,120,732 9,383,065
c Investments—corporate bonds (attach schedule)....... 1,360,775 Click to see attachment1,048,138 995,652
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 749,702 Click to see attachment881,790 826,747
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) 7,639,936 10,152,408 11,307,212
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 Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here 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 7,639,936 10,152,408
30 Total net assets or fund balances (see instructions)..... 7,639,936 10,152,408
31 Total liabilities and net assets/fund balances (see instructions). 7,639,936 10,152,408
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
7,639,936
2
Enter amount from Part I, line 27a .....................
2
2,512,472
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
10,152,408
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
10,152,408
Form 990-PF (2018)
Form 990-PF (2018)
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 2625 SHS BIOGEN P 1979-12-01 2018-02-12
b 25 SHS BIOGEN P 1988-08-08 2018-02-12
c 400 SHS CELEGENE CORP P   2018-03-19
d 500 SHS SPDR S&P MIDCAP 400 EFT TRUST P 2015-01-30 2018-05-31
e 200 SHS AFFILIATED MANAGERS GRP P   2018-05-31
75 SHS AFFILIATED MANAGERS GRP P 2018-03-19 2018-05-31
50000 SHS GOLDMAN SACHS GRP INC P 2015-01-30 2018-07-19
700 SHS WELLS FARGO CO NEW COM P   2018-10-12
200 SHS PRAXAIR INC COM P   2018-10-31
100 SHS PRAXAIR INC COM P 2018-03-19 2018-10-31
800 SHS FACEBOOK INC CL A P   2018-11-07
115 SHS FACEBOOK INC CL A P 2018-03-19 2018-11-07
50000 SHS MONSANTO CO P 2015-02-02 2018-11-15
50000 SHS GENERAL ELEC CAP CORP MTN P 2015-01-30 2018-11-26
75 SHS GENERAL ELECTRIC CO P 2017-01-12 2018-11-26
50000 SHS AT&T INC P 2015-01-30 2018-11-27
26000 SHS ANHEUSER-BUSCH INBEV FIN P 2016-11-15 2018-12-13
100 SHS BLACKROCK P 2018-05-31 2018-12-20
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 836,512   789,521 46,991
b 7,967     7,967
c 35,453   47,730 -12,277
d 177,632   130,752 46,880
e 31,902   38,871 -6,969
11,963   14,335 -2,372
50,000   51,722 -1,722
35,877   29,636 6,241
32,691   22,974 9,717
16,346   14,947 1,399
120,201   100,883 19,318
17,279   19,731 -2,452
50,000   50,723 -723
49,520   56,050 -6,530
67,940   76,682 -8,742
50,000   51,172 -1,172
25,667   26,288 -621
37,291   53,616 -16,325
28,635     28,635
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       46,991
b       7,967
c       -12,277
d       46,880
e       -6,969
      -2,372
      -1,722
      6,241
      9,717
      1,399
      19,318
      -2,452
      -723
      -6,530
      -8,742
      -1,172
      -621
      -16,325
      28,635
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 2 107,243
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))
2017 594,418 8,407,677 0.070699
2016 305,476 7,712,252 0.039609
2015 219,601 6,416,947 0.034222
2014 90,026 4,129,198 0.021802
2013 30,061 3,461,648 0.008684
2
Total of line 1, column (d) .....................
2
0.175016
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.035003
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
9,748,953
5
Multiply line 4 by line 3......................
5
341,243
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
2,886
7
Add lines 5 and 6........................
7
344,129
8
Enter qualifying distributions from Part XII, line 4,.............
8
603,571
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 (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 2,886
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 2,886
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 2,886
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 16,221
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 16,221
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
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 13,335
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet13,335 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 2018 or the taxable year beginning in 2018? See the 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 (2018)
    Form 990-PF (2018)
    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 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. 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 2018?.............
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    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:
    Yes
    No
    (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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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 (2018)
    Form 990-PF (2018)
    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
    9,648,443
    b
    Average of monthly cash balances.......................
    1b
    248,971
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    9,897,414
    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
    9,897,414
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    148,461
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    9,748,953
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    487,448
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    487,448
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    2,886
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,886
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    484,562
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    484,562
    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
    484,562
    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
    603,571
    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
    603,571
    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
    2,886
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    600,685
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 484,562
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 201,901
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 603,571
    a Applied to 2017, but not more than line 2a 201,901
    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 2018 distributable amount..... 401,670
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 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 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		82,892
    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
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    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 foundation 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 (2018)
    Form 990-PF (2018)
    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
    BAKER FREE LIBRARY
    509 SOUTH STREET
    BOW,NH03304     		NONE FOUNDATION UNRESTRICTED 2,000
    BOSTON SYMPHONY ORCHESTRA
    301 MASSACHUSETTS AVENUE
    BOSTON,MA02115     		NONE CHARITY UNRESTRICTED 15,000
    BOW POPS
    55 FALCON WAY
    BOW,NH03304     		NONE SCHOOL UNRESTRICTED 500
    BROAD INSTITUTE OF MIT & HARVARD
    7 CAMBRIDGE CENTER ROOM 7011
    CAMBRIDGE,MA02142     		NONE SCHOOL UNRESTRICTED 1,000
    BUZZARDS BAY COALTION
    114 FRONT STREET
    NEW BEDFORD,MA02740     		NONE CHARITY UNRESTRICTED 1,000
    CONCORD HOSPITAL
    250 PLEASANT STREET
    CONCORD,NH03301     		NONE HOSPITAL UNRESTRICTED 1,000
    DOWNEAST COASTAL CONSERVANCY
    PO BOX 760
    MACHIAS,ME04654     		NONE CHARITY UNRESTRICTED 1,000
    FRIENDS OF BOSTON'S HOMELESS
    12 WISE STREET
    BOSTON,MA02130     		NONE CHARITY UNRESTRICTED 3,000
    FRIENDS OF CONCORD CREW
    PO BOX 1781
    CONCORD,NH03302     		NONE SCHOOL UNRESTRICTED 500
    FRIENDS OF THE NEWTON FREE LIBRARY
    330 HOMER STREET
    NEWTON,MA02459     		NONE FOUNDATION UNRESTRICTED 1,000
    FRIENDS OF THE WATERBURY PUBLIC LIBRARY
    PO BOX 384
    WATERBURY,VT05676     		NONE CHARITY UNRESTRICTED 1,000
    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
    MIT MUSEUM FUND
    600 MEMORIAL DRIVE THIRD FLOOR
    CAMBRIDGE,MA02139     		NONE SCHOOL UNRESTRICTED 10,000
    MORE THAN WORDS
    376 MOODY STREET
    WALTHAM,MA02453     		NONE CHARITY UNRESTRICTED 500
    NURTURING MINDS
    PO BOX 600617
    NEWTONVILLE,MA02460     		NONE CHARITY UNRESTRICTED 750
    OPEN MEDICINE FOUNDATION
    29302 LARO DRIVE
    AGORA HILLS,CA91301     		NONE FOUNDATION UNRESTRICTED 5,000
    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 CHILDREN'S ROOM
    47 STOWE STREET
    WATERBURY,VT05676     		NONE CHARITY 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 SECOND STEP INC
    PO BOX 600213
    NEWTONVILLE,MA02460     		NONE CHARITY UNRESTRICTED 1,000
    UNION COLLEGE
    310 COLLEGE STREET
    BARBOURVILLE,KY40906     		NONE SCHOOL UNRESTRICTED 500,000
    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 18
    MARION,IN46952     		NONE CHARITY UNRESTRICTED 1,000
    COLD SPRING HARBOR LABAROTORY
    1 BUNGTOWN ROAD
    COLDSPRING HARBOR,NY11724     		NONE CHARITY UNRESTRICTED 10,000
    CHEMICAL HERITAGE FOUNDATION
    315 CHESTNUT STREET
    PHILADELPHIA,PA19106     		NONE CHARITY UNRESTRICTED 3,000
    MIT VIDEO PRODUCTIONS
    700 TECHNOLOGY SQUARE
    CAMBRIDGE,MA02139     		NONE SCHOOL UNRESTRICTED 13,121
    MASSACHUSETTS GENERAL HOSPITAL FOR CHILDREN
    100 CAMBRIDGE STREET 13TH FLOOR
    BOSTON,MA02114     		NONE CHARITY UNRESTRICTED 200
    Total .................................bullet 3a 603,571
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    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....     14 181,362  
    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 ............     		    18 107,243  
    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).. 0 288,605 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    288,605
    (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 (2018)
    Form 990-PF (2018)
    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) (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) (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 (2018)
    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 Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    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 isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) 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

    		$ 2,873,191


    (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) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    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
     
    		$    
    (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) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    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) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 AccountingFeesSchedule
    Name:
    SHARP CHARITABLE TRUST
    EIN:
    35-7004860
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROFESSIONAL FEES 3,760 0   0

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    SHARP CHARITABLE TRUST
    EIN:
    35-7004860
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ABBVIE INC 50,165 49,526
    AMGEN INC 53,475 50,223
    ANHEUSER BUSCH INBEV INBEV 24,266 23,602
    APPLE INC 76,268 74,081
    CISCO SYS INC 56,840 50,106
    COSTCO WHOLESALE CORP 50,284 49,458
    CVS CAREMARK CORP 55,501 50,592
    EATON CORP 50,998 48,630
    FEDEX CORP 50,771 48,804
    JOHN DEERE CAPITAL 50,123 49,348
    KEY CORP 57,826 51,858
    MORGAN STANLEY 77,494 75,108
    ORACLE CORP 50,974 48,663
    PRUDENTIAL FIN MTN 55,924 51,144
    THE WALT DISNEY CO 52,236 49,697
    TIME WARNER INC 56,320 51,261
    TOYOTA MTR CR CORP 51,273 49,977
    UNITEDHLTH GROUP INC 2.875% 52,218 49,603
    VERIZON COMMUNICATIONS 75,182 73,971

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    SHARP CHARITABLE TRUST
    EIN:
    35-7004860
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ACCENTURE PLC IRELAND 70,720 114,923
    ALPHABET INC-CL C 62,930 118,049
    ALPHABET INC/CA-CL A 20,780 52,248
    AMAZON.COM INC 63,191 90,118
    AMERICAN TOWER CORP 33,612 67,231
    AMGEN INC 37,731 58,401
    ANHEUSER BUSCH INBEV SA/NV-SP 43,932 27,969
    APPLE INC 145,710 253,173
    AVALONBAY COMMUNITIES INC 36,146 45,253
    BERKSHIRE HATHAWAY INC 51,738 61,254
    BIOGEN INC 2,264,207 2,248,173
    BOEING CO 43,620 104,813
    BP CAP MKTS PLC 50,932 49,861
    CATERPILLAR INC 44,288 59,723
    CHEVRON CORP 45,363 43,516
    COLGATE PALMOLIVE CO 43,912 41,664
    COMCAST CORP A 65,658 92,786
    COSTCO WHOLESALE CORP 38,432 66,206
    CVS HEALTH CORP 36,319 40,950
    DANAHER CORP 26,521 54,138
    DISNEY COMPANY 47,195 68,531
    EATON VANCE-ATLANTA SM CP 334,282 397,702
    ECOLAB INC 42,841 61,150
    EOG RESOURCES INC 40,256 47,966
    EXXON MOBIL CORP 56,883 46,028
    FEDEX CORP 51,309 40,333
    FIRST REPUBLIC BANK 37,857 69,520
    GILEAD SCIENCES INC 41,744 40,658
    HOME DEPOT INC 57,992 115,979
    ILLINOIS TOOL WORKS INC 46,874 71,580
    ISHARES COHEN & STEERS REIT ETF 132,039 150,728
    ISHARES MSCI EMERGING MKTS ETF 363,099 327,831
    JOHNSON & JOHNSON 40,545 54,846
    JP MORGAN CHASE & CO 43,444 73,215
    LAUDER ESTEE COS INC-A 34,263 65,050
    MARRIOTT INTERNATIONAL INC A 44,762 92,276
    MASTERCARD INC A 76,406 207,515
    MCDONALDS CORP 49,492 82,570
    MICROCHIP TECHNOLOGY INC 73,171 95,294
    NESTLE SA SPONSORED ADR 45,556 50,600
    NEXTERA ENERGY INC 44,227 73,874
    NIKE INC B 41,781 77,847
    NORFOLK SOUTHERN CORP 49,803 82,247
    NOVO-NORDISK AS ADR-B 42,716 52,981
    PEPSICO INC 41,544 46,954
    PHILLIPS 66 50,729 60,305
    SEMPRA ENERGY 46,118 51,390
    SPDR S&P MIDCAP 400 ETF TRUST 1,802,187 1,938,904
    STARBUCKS CORP 54,417 62,790
    THERMO FISHER SCIENTIFIC INC 31,901 78,327
    TORONTO DOMINION BANK 35,179 39,776
    UNITED TECHNOLOGIES CORP 54,590 55,902
    VANGUARD FTSE DEVELOPED MARKETS ETF 524,587 502,186
    VERIZON COMMUNICATIONS 57,601 67,858
    BOOKING HOLDINGS INC 48,170 43,061
    MICROSOFT CORP 168,211 172,669
    S P GLOBAL INC 47,660 42,485
    ABBVIE INC 44,522 36,876
    LINDE PLC 49,037 46,812

    TY 2018 InvestmentsOtherSchedule2
    Name:
    SHARP CHARITABLE TRUST
    EIN:
    35-7004860
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    CHUBB LTD AT COST 46,787 54,902
    EATON VANCE FLTG RT & H AT COST 400,000 377,586
    EATON VANCE STRATEGIC INCM AT COST 200,000 172,221
    RAYTHEON CO AT COST 49,162 46,005
    SCHWAB CHARLES CORP AT COST 50,841 49,836
    VANGUARD INTM TERM INVT AT COST 135,000 126,197

    TY 2018 OtherProfessionalFeesSchedule
    Name:
    SHARP CHARITABLE TRUST
    EIN:
    35-7004860
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 40,389 0   0


    TY 2018 TaxesSchedule
    Name:
    SHARP CHARITABLE TRUST
    EIN:
    35-7004860
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN WITHHOLDING TAXES 1,104 0   0
    STATE PC TAXES 500 0   0