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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
SHARP FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 3779
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WILMINGTON, DE19807
A Employer identification number

51-6015093
B Telephone number (see instructions)

(302) 652-7729
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$3,454,211J 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) 940,984
2 Check bullet.............
3 Interest on savings and temporary cash investments 2,147 2,147  
4 Dividends and interest from securities... 97,385 97,385  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 293,352
b Gross sales price for all assets on line 6a 1,392,843
7 Capital gain net income (from Part IV, line 2)... 293,352
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........ 1,333,868 392,884  
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).......        
c Other professional fees (attach schedule).... Click to see attachment 9,365 9,365   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 403 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 47 47   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 9,815 9,412   0
25 Contributions, gifts, grants paid....... 125,075 125,075
26 Total expenses and disbursements. Add lines 24 and 25 134,890 9,412   125,075
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,198,978
b Net investment income (if negative, enter -0-) 383,472
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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 Savings and temporary cash investments......... 66,199 93,916 93,916
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)....... 662,678 Click to see attachment815,579 1,867,424
c Investments—corporate bonds (attach schedule)....... 486,891 Click to see attachment370,144 383,026
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 624,501 Click to see attachment950,687 1,109,845
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) 1,840,269 2,230,326 3,454,211
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 FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 1,840,269 2,230,326
29 Total net assets or fund balances (see instructions)..... 1,840,269 2,230,326
30 Total liabilities and net assets/fund balances (see instructions). 1,840,269 2,230,326
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,840,269
2
Enter amount from Part I, line 27a .....................
2
1,198,978
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
103,152
4
Add lines 1, 2, and 3 ..........................
4
3,142,399
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
912,073
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,230,326
Form 990-PF (2021)
Form 990-PF (2021)
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 SALE OF PUBLICLY TRADED SECURITIES      
b   P    
c CAPITAL GAINS DIVIDENDS P    
d
e
(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 1,389,107   1,099,491 289,616
b       0
c 3,736     3,736
d
e
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       289,616
b       0
c       3,736
d
e
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 2 293,352
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 5,330
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 5,330
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 3,883
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 10,500
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 14,383
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 9,053
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet9,053 RefundedBullet 11 0
Part VI-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 the instructions
for the 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 XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletDE
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 ofbulletHRS REAL ESTATE LLC Telephone no.bullet (302) 652-7729

    Located atbulletPO BOX 3779WILMINGTONDE ZIP+4bullet19807
    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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
     
     
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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
    H RODNEY SHARP III PRESIDENT, TRUSTEE
    1.00     		0 0 0
    PO BOX 3779
    WILMINGTON,DE19807
    H DONNAN SHARP VICE PRESIDENT, TRUSTEE
    1.00     		0 0 0
    PO BOX 3779
    WILMINGTON,DE19807
    WILLIAM M W SHARP TREASURER, TRUSTEE
    1.00     		0 0 0
    PO BOX 3779
    WILMINGTON,DE19807
    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 (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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 VIII-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 NONE 0
    2  
    3  
    4  
    Part VIII-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 NONE 0
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    2,375,724
    b
    Average of monthly cash balances.......................
    1b
    100,989
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,476,713
    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
    2,476,713
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    37,151
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    2,439,562
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    121,978
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    121,978
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    5,330
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    5,330
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    116,648
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    116,648
    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 XII, line 1 ...
    7
    116,648
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 116,648
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 1,494
    b From 2017...... 5,257
    c From 2018...... 5,362
    d From 2019......  
    e From 2020...... 9,421
    f Total of lines 3a through e ........ 21,534
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 125,075
    a Applied to 2020, but not more than line 2a 0
    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 2021 distributable amount..... 116,648
    e Remaining amount distributed out of corpus 8,427
    5 Excess distributions carryover applied to 2021. 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 29,961
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		0
    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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		1,494
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		28,467
    10 Analysis of line 9:
    a Excess from 2017.... 5,257
    b Excess from 2018.... 5,362
    c Excess from 2019....  
    d Excess from 2020.... 9,421
    e Excess from 2021.... 8,427
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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).)
    H RODNEY SHARP III
    H DONNAN SHARP
    WILLIAM M W 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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    AMERICAN RED CROSS
    2221 CHESTNUT ST
    PHILADELPHIA,PA19103     		  PC ASSIST WITH FINANCIAL HELP IN THEIR NON-PROFIT NEEDS 200
    BOCA GRANDE HEALTH CLINIC FOUNDATION INC
    PO BOX 2340
    BOCA GRANDE,FL33921     		  PC ASSIST WITH FINANCIAL HELP IN THEIR NON-PROFIT NEEDS 5,000
    BOCA GRANDE ISLAND SCHOOL
    PO BOX 1090
    BOCA GRANDE,FL33921     		  PC ASSIST WITH FINANCIAL HELP IN THEIR NON-PROFIT NEEDS 1,000
    BOYS & GIRLS CLUB OF DELAWARE
    669 S UNION ST
    WILMINGTON,DE19805     		  PC ASSIST WITH FINANCIAL HELP IN THEIR NON-PROFIT NEEDS 5,000
    BRANDYWINE CONSERVANCY & MUSEUM OF ART
    PO BOX 141
    CHADDS FORD,PA19317     		  PC ASSIST WITH FINANCIAL HELP IN THEIR NON-PROFIT NEEDS 6,250
    CHESHIRE HUNT CONSERVANCY
    PO BOX 528
    UNIONVILLE,PA19375     		  PC ASSIST WITH FINANCIAL HELP IN THEIR NON-PROFIT NEEDS 1,000
    CHESTER COUNTY HOSPITAL
    701 E MARSHALL STREET
    WEST CHESTER,PA19380     		  PC ASSIST WITH FINANCIAL HELP IN THEIR NON-PROFIT NEEDS 125
    DELAWARE MUSEUM OF NATURAL HISTORY
    PO BOX 3937
    WILMINGTON,DE19807     		  PC ASSIST WITH FINANCIAL HELP IN THEIR NON-PROFIT NEEDS 1,000
    DELAWARE THEATRE COMPANY
    200 WATER STREET
    WILMINGTON,DE19801     		  PC ASSIST WITH FINANCIAL HELP IN THEIR NON-PROFIT NEEDS 500
    DELAWARE WILD LANDS INC
    PO BOX 505
    ODESSA,DE19730     		  PC ASSIST WITH FINANCIAL HELP IN THEIR NON-PROFIT NEEDS 5,250
    EASTERN SHORE LAND CONSERVANCY
    114 S WASHINGTON ST
    EASTON,MD21601     		  PC ASSIST WITH FINANCIAL HELP IN THEIR NON-PROFIT NEEDS 200
    GICIA
    PO BOX 446
    BOCA GRANDE,FL33921     		  PC ASSIST WITH FINANCIAL HELP IN THEIR NON-PROFIT NEEDS 5,000
    HAGLEY MUSEUM & LIBRARY
    PO BOX 3630
    WILMINGTON,DE19807     		  PC ASSIST WITH FINANCIAL HELP IN THEIR NON-PROFIT NEEDS 500
    HISTORIC ODESSA FOUNDATION
    PO BOX 697
    ODESSA,DE19730     		  PC ASSIST WITH FINANCIAL HELP IN THEIR NON-PROFIT NEEDS 43,175
    HISTORICAL SOCIETY OF BOCA GRANDE
    170 PARK AVE
    BOCA GRANDE,FL33921     		  PC ASSIST WITH FINANCIAL HELP IN THEIR NON-PROFIT NEEDS 1,000
    JOHANN FUST LIBRARY FOUNDATION INC
    PO BOX 309
    BOCA GRANDE,FL33921     		  EOF ASSIST WITH FINANCIAL HELP IN THEIR NON-PROFIT NEEDS 2,500
    JOHNS HOPKINS
    PO BOX 17045
    BALTIMORE,MD21297     		  PC ASSIST WITH FINANCIAL HELP IN THEIR NON-PROFIT NEEDS 1,000
    KENNETT LIBRARY
    216 E STATE ST
    KENNETT SQUARE,PA19348     		  PC ASSIST WITH FINANCIAL HELP IN THEIR NON-PROFIT NEEDS 200
    LA COMUNIDAD HISPANA
    731 W CYPRESS ST
    KENNETT SQUARE,PA19348     		  PC ASSIST WITH FINANCIAL HELP IN THEIR NON-PROFIT NEEDS 250
    LIFETIME WELLS INTERNATIONAL
    17 B MOUNT PLEASANT DR
    ASTON,PA19014     		  PC ASSIST WITH FINANCIAL HELP IN THEIR NON-PROFIT NEEDS 500
    LONDON GROVE MONTHLY MEETING
    500 WEST STREET ROAD
    KENNETT SQUARE,PA19348     		  PC ASSIST WITH FINANCIAL HELP IN THEIR NON-PROFIT NEEDS 200
    ODESSA FIRE COMPANY
    PO BOX 26
    ODESSA,DE19730     		  PC ASSIST WITH FINANCIAL HELP IN THEIR NON-PROFIT NEEDS 500
    PLANNED PARENTHOOD
    123 WILLIAM ST
    NEW YORK,NY10038     		  PC ASSIST WITH FINANCIAL HELP IN THEIR NON-PROFIT NEEDS 5,000
    PO MAR LIN FIRE COMPANY
    1752 DOE RUN RD
    UNIONVILLE,PA19375     		  PC ASSIST WITH FINANCIAL HELP IN THEIR NON-PROFIT NEEDS 1,000
    PRIMITIVE HALL FOUNDATON
    830 N CHATHAM RD
    WEST GROVE,PA19390     		  EOF ASSIST WITH FINANCIAL HELP IN THEIR NON-PROFIT NEEDS 250
    RESIDENCE ENDOWMENT FUND
    200 HAGLEY CREEK ROAD
    WILMINGTON,DE19807     		  PC ASSIST WITH FINANCIAL HELP IN THEIR NON-PROFIT NEEDS 200
    SAVE
    101 EAST STREET ROAD
    KENNETT SQUARE,PA19348     		  PC ASSIST WITH FINANCIAL HELP IN THEIR NON-PROFIT NEEDS 250
    ST GEORGES SCHOOL
    555 HYETTS CORNER RD
    MIDDLETOWN,DE19709     		  PC ASSIST WITH FINANCIAL HELP IN THEIR NON-PROFIT NEEDS 5,000
    STROUD WATER RESEARCH CENTER
    970 SPENCER ROAD
    AVONDALE,PA19311     		  PC ASSIST WITH FINANCIAL HELP IN THEIR NON-PROFIT NEEDS 15,675
    TOWER HILL SCHOOL
    2813 WEST 17TH ST
    WILMINGTON,DE19806     		  PC ASSIST WITH FINANCIAL HELP IN THEIR NON-PROFIT NEEDS 5,000
    UNIVERSITY OF DELAWARE - COLLEGE OF EARTH OCEAN & ENVIRONMENT
    85 EAST MAIN STREET
    NEWARK,DE19716     		  PC ASSIST WITH FINANCIAL HELP IN THEIR NON-PROFIT NEEDS 5,000
    UNIVERSITY OF VIRGINIA
    PO BOX 400160
    CHARLOTTESVILLE,VA22904     		  PC ASSIST WITH FINANCIAL HELP IN THEIR NON-PROFIT NEEDS 5,000
    UPLAND COUNTRY DAY SCHOOL
    420 W STREET RD
    KENNETT SQUARE,PA19348     		  PC ASSIST WITH FINANCIAL HELP IN THEIR NON-PROFIT NEEDS 500
    USET FOUNDATION INC
    PO BOX 355
    GLADSTONE,NJ07934     		  PC ASSIST WITH FINANCIAL HELP IN THEIR NON-PROFIT NEEDS 1,000
    WESTOVER SCHOOL
    1237 WHITTEMORE ROAD
    MIDDLEBURY,CT06762     		  PC ASSIST WITH FINANCIAL HELP IN THEIR NON-PROFIT NEEDS 100
    WHYY
    PO BOX 8500
    PHILADELPHIA,PA19178     		  PC ASSIST WITH FINANCIAL HELP IN THEIR NON-PROFIT NEEDS 250
    WILD EARTH ALLIES
    2 WISCONSIN CIRCLE
    CHEVY CHASE,MD20815     		  PC ASSIST WITH FINANCIAL HELP IN THEIR NON-PROFIT NEEDS 500
    Total .................................bullet 3a 125,075
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ...........     		    14 2,147  
    4 Dividends and interest from securities ....          
    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 ............     		    18 293,352  
    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) .. 0 392,884 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    392,884
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 instructions.
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    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
    2021
    Name of the organization
    SHARP FOUNDATION
     
    Employer identification number

    51-6015093
    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) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    SHARP FOUNDATION
          		Employer identification number
    51-6015093
    Part I
    Contributors
    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
    WILLIAM M SHARP
    PO BOX 3779
     
    WILMINGTON, DE19807

    		$ 940,984


    (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) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    SHARP FOUNDATION
          		Employer identification number

    51-6015093
    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
    		 10,985 SHARES DUPONT DE NEMOURS INC $ 826,182 2021-12-20
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 4,738 SHARES MURPHY OIL CORP $ 114,802 2021-12-20
    (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) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    SHARP FOUNDATION
          		Employer identification number

    51-6015093
    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) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    SHARP FOUNDATION
    EIN:
    51-6015093
    Name of Bond End of Year Book Value End of Year Fair Market Value
    AFFILIATED MANAGERS GROU 479 500
    AFFILIATED MANAGERS GROU 440 459
    AFFILIATED MANAGERS GROU 4.750% 481 500
    AFFILIATED MANAGERS GROU 5.875% 445 459
    ALABAMA PWR CO CUML SER A CL A 454 439
    ALABAMA PWR CO CUML SER A CL A 459 439
    ALGONQUIN POWER & UTILIT 447 462
    ALGONQUIN POWER & UTILIT 443 462
    ALLST CORP 5.625% PREFERRED 886 869
    ALLST CORP 5.625% PREFERRED 861 843
    ALLSTATE CORP 4.750% PREFERRED 456 481
    ALLSTATE CORP 4.750% PREFERRED 485 508
    ALLSTATE CORP 5.100% 788 792
    ALLSTATE CORP 5.100% 788 792
    ALLSTATE CORP 5.100% PREFERRED 897 949
    ALLSTATE CORP 5.100% PREFERRED 932 976
    AMERICAN FINANCIAL GROUP 450 459
    AMERICAN FINANCIAL GROUP 5.875% 451 459
    AMERICAN FINL GROUP INC 448 492
    AMERICAN FINL GROUP INC 5.125% 455 492
    ARCH CAPITAL GROUP LTD DEP SHS 502 517
    ARCH CAPITAL GROUP LTD DEP SHS SER G 4.550% 503 517
    ARCH CAPITAL GROUP LTD SER F 821 849
    ARCH CAPITAL GROUP LTD SER F 5.450% 850 874
    ASSOC BANC CORP WISC 5.625% 458 494
    ASSOC BANC CORP WISC 5.625% 453 494
    AT&T INC 5.350% 444 443
    AT&T INC 5.350% 419 417
    AT&T INC 5.625% 456 462
    AT&T INC 5.625% 456 462
    AT&T INC CUML 4.750% PREFERRED 1,828 1,996
    AT&T INC CUML 4.750% PREFERRED 1,746 1,943
    AT&T INC CUML 5.000% PREFERRED 455 482
    AT&T INC CUML 5.000% PREFERRED 458 482
    BANK AMER CORP SER KK 5.375% 439 456
    BANK AMER CORP SER KK 5.375% 441 456
    BANK OF AMER CORP 4.125% 1,450 1,474
    BANK OF AMER CORP 4.125% 1,477 1,499
    BANK OF AMER CORP 4.250% 501 507
    BANK OF AMER CORP 4.250% 500 507
    BANK OF AMER CORP 4.375% 951 972
    BANK OF AMER CORP 4.375% 979 998
    BANK OF AMERICA CORP 5.000% 1,845 1,940
    BANK OF AMERICA CORP 5.000% 1,777 1,887
    CAPITAL ONE FINANCIAL CO 4.800% 477 494
    CAPITAL ONE FINANCIAL CO 4.800% 447 468
    CAPITAL ONE FINCL CORP 5.000% 1,765 1,926
    CAPITAL ONE FINCL CORP 5.000% 1,711 1,899
    CHARLES SCHWAB CORP 4.450% DEP 1,019 1,018
    CHARLES SCHWAB CORP 4.450% DEP 993 992
    CITIGROUP INC 6.875% PREFERRED 2,262 2,322
    CITIGROUP INC 6.875% PREFERRED 2,309 2,377
    CITIGROUP INC SER J 7.125% 2,339 2,353
    CITIGROUP INC SER J 7.125% 2,284 2,298
    CITIZENS FINL GROUP INC 5.000% 1,223 1,403
    CITIZENS FINL GROUP INC 5.000% 1,300 1,456
    CMS ENERGY CORP 5.625% 886 899
    CMS ENERGY CORP 5.625% 860 872
    CMS ENERGY CORP 5.875 NT 424 430
    CMS ENERGY CORP 5.875 NT 451 457
    DIGITAL RLTY TR INC CUML 942 991
    DIGITAL RLTY TR INC CUML 908 964
    DTE ENERGY CO 4.375% 502 524
    DTE ENERGY CO 4.375% 505 524
    DTE ENERGY CO 5.250% 466 465
    DTE ENERGY CO 5.250% 441 439
    DUKE ENERGY CORP NEW 429 428
    DUKE ENERGY CORP NEW 428 428
    ENBRIDGE INC RED FXD/FLT 783 855
    ENBRIDGE INC RED FXD/FLT 822 882
    ENTERGY ARKANSAS LLC 1,205 1,202
    ENTERGY ARKANSAS LLC 1,000 998
    ENTERGY LOUISIANA LLC 1,000 987
    ENTERGY LOUISIANA LLC 1,205 1,189
    EQUITABLE HLDGS INC 4.300% DEP 500 505
    EQUITABLE HLDGS INC 4.300% DEP 500 505
    FIFTH THIRD BANCORP 4.950% 895 951
    FIFTH THIRD BANCORP 4.950% 904 951
    FIFTH THIRD BANCORP 6.625% 927 947
    FIFTH THIRD BANCORP 6.625% 958 974
    FIRST HORIZON NATL CORP DEP 500 506
    FIRST HORIZON NATL CORP DEP 499 506
    FIRST REP BANK 4.125% 474 481
    FIRST REP BANK 4.125% 475 481
    FIRST REP BK SAN FRANCISCO CAL 437 434
    FIRST REP BK SAN FRANCISCO CAL 413 409
    GEORGIA PWR CO 858 854
    GEORGIA PWR CO 859 854
    GLOBE LIFE INC 509 518
    GLOBE LIFE INC 508 518
    GOLDMAN SACHS GROUP INC SER K 2,691 2,845
    GOLDMAN SACHS GROUP INC SER K 2,764 2,902
    HARTFORD FINL SVCS GROUP INC SER G 6.000% 431 431
    HARTFORD FINL SVCS GROUP INC SER G 6.000% 431 431
    HARTFORD FINL SVCS GRP D 7.875% 1,539 1,451
    HARTFORD FINL SVCS GRP D 7.875% 1,554 1,476
    HUDSON PAC PPTYS INC COM PFD 504 522
    HUDSON PAC PPTYS INC COM PFD 501 522
    HUNTINGTON BANCSHARES SER H 955 999
    HUNTINGTON BANCSHARES SER H 985 1,025
    JPMORGAN CHASE & CO 4.200% 503 510
    JPMORGAN CHASE & CO 4.200% 503 510
    JPMORGAN CHASE & CO SER JJ 4.550% 1,940 2,010
    JPMORGAN CHASE & CO SER JJ 4.550% 2,001 2,063
    JPMORGAN CHASE & CO. SER DD 5.750% 455 457
    JPMORGAN CHASE & CO. SER DD 5.750% 455 457
    JPMORGAN CHASE & CO. SER GG 4.750% 446 474
    JPMORGAN CHASE & CO. SER GG 4.750% 450 474
    KEYCORP 6.125% PREFERRED 1,759 1,966
    KEYCORP 6.125% PREFERRED 1,696 1,935
    KEYCORP NEW 5.625% PREFERRED 431 463
    KEYCORP NEW 5.625% PREFERRED 461 490
    KIMCO REALTY CORP CUML 5.250% 396 391
    KIMCO REALTY CORP CUML 5.250% 422 417
    KIMCO RLTY CORP CUML SER L 410 409
    KIMCO RLTY CORP CUML SER L 5.125% 436 434
    METLIFE INC 4.750% PREFERRED 1,334 1,441
    METLIFE INC 4.750% PREFERRED 1,375 1,467
    MORGAN STANLEY 4.250% 499 505
    MORGAN STANLEY 4.250% 500 505
    MORGAN STANLEY 4.875% 452 476
    MORGAN STANLEY 4.875% 446 476
    MORGAN STANLEY 6.875% 1,914 1,967
    MORGAN STANLEY 6.875% 1,953 1,995
    MORGAN STANLEY SER E PFD 7.125% 2,719 2,710
    MORGAN STANLEY SER E PFD 7.125% 2,759 2,793
    MORGAN STANLEY SER K PREFERRED RT 5.85 1,301 1,396
    MORGAN STANLEY SER K PREFERRED RT 5.85 FIXE 1,257 1,367
    NEW YORK CMNTY BANCORP CUML 1,130 1,277
    NEW YORK CMNTY BANCORP CUML 1,177 1,305
    NEXTERA ENERGY CPTL HLDG 1,832 1,888
    NEXTERA ENERGY CPTL HLDG 1,862 1,916
    NORTHERN TR CORP 4.700% 455 488
    NORTHERN TR CORP 4.700% 460 488
    PEOPLES UNITED FIN SER A 339 390
    PEOPLES UNITED FIN SER A 346 390
    PNC FINL SERV SER P 6.125% 3,965 3,912
    PNC FINL SERV SER P 6.125% 4,031 3,990
    PRINCIPAL CAPITAL SECURITIES FUND CLASS S 80,737 83,899
    PRINCIPAL CAPITAL SECURITIES FUND CLASS S 83,268 85,825
    PRUDENTIAL FINANCIAL INC 5.625% 429 435
    PRUDENTIAL FINANCIAL INC 5.625% 456 462
    PRUDENTIAL FINL INC 4.125% 945 963
    PRUDENTIAL FINL INC 4.125% 915 937
    PS BUSINESS PARKS INC CUML 4.875% 895 974
    PS BUSINESS PARKS INC CUML 4.875% 855 947
    PS BUSINESS PARKS INC CUML 5.200% 882 913
    PS BUSINESS PARKS INC CUML 5.200% 852 887
    PS BUSINESS PARKS INC CUML SER X 5.250% 402 413
    PS BUSINESS PARKS INC CUML SER X 5.250% 400 413
    PUBLIC STORAGE CUML 4.000% 498 501
    PUBLIC STORAGE CUML 4.000% 499 502
    PUBLIC STORAGE CUML 4.000% 498 501
    PUBLIC STORAGE CUML 4.000% 500 502
    PUBLIC STORAGE CUML 4.625% 445 482
    PUBLIC STORAGE CUML 4.625% 477 509
    PUBLIC STORAGE CUML 4.750% 453 474
    PUBLIC STORAGE CUML 4.750% 483 500
    PUBLIC STORAGE CUML 4.875% 921 963
    PUBLIC STORAGE CUML 4.875% 889 936
    PUBLIC STORAGE CUML 5.050% 879 872
    PUBLIC STORAGE CUML 5.050% 902 898
    PUBLIC STORAGE CUML 5.150% 874 873
    PUBLIC STORAGE CUML 5.150% 897 899
    PUBLIC STORAGE CUML 5.600% 458 462
    PUBLIC STORAGE CUML 5.600% 458 462
    REGIONS FINL CORP 5.700% 432 491
    REGIONS FINL CORP 5.700% 421 491
    REGIONS FINL CORP SER B RT 6.375 881 1,012
    REGIONS FINL CORP SER B RT 6.375 924 1,041
    REGIONS FINL CORP SER E 4.450% 999 1,016
    REGIONS FINL CORP SER E 4.450% 973 991
    RENAISSANCERE HLDGS LTD 5.750% 834 844
    RENAISSANCERE HLDGS LTD 5.750% 862 871
    RENAISSANCERE HOLDINGS CL G 4.200% 505 503
    RENAISSANCERE HOLDINGS CL G 4.200% 504 503
    SCHWAB CHARLES CORP 5.950% 1,577 1,554
    SCHWAB CHARLES CORP 5.950% 1,599 1,580
    SOUTHERN CO PFD 5.250% 232 236
    SOUTHERN CO PFD 5.250% 258 262
    STATE STREET CORP SER D 5.9% 1,133 1,174
    STATE STREET CORP SER D 5.9% 1,166 1,202
    STATE STREET CORPORATION 5.350% 2,431 2,632
    STATE STREET CORPORATION 5.350% 2,517 2,689
    STIFEL FINANCIAL CORP SER C 925 977
    STIFEL FINANCIAL CORP SER C 888 950
    SVB FINL GROUP 5.250% PFD A 444 484
    SVB FINL GROUP 5.250% PFD A 439 484
    SYNOVUS FINANCIAL CORP CUML 398 459
    SYNOVUS FINANCIAL CORP CUML 383 459
    THE GOLDMAN SACHS GROUP (GS) 2,285 2,381
    THE GOLDMAN SACHS GROUP (GS) 2,356 2,433
    TRUIST FINL CORP 4.750% 939 984
    TRUIST FINL CORP 4.750% 946 984
    TRUIST FINL CORP 5.250% 466 500
    TRUIST FINL CORP 5.250% 461 500
    US BANCORP 4.000% PREFERRED 1,462 1,487
    US BANCORP 4.000% PREFERRED 1,490 1,513
    US BANCORP 5.500% PREFERRED 426 424
    US BANCORP 5.500% PREFERRED 453 451
    US BANCORP DEL 3.750% 954 934
    US BANCORP DEL 3.750% 935 910
    US BANCORP DEL SER B PREFERRED 362 422
    US BANCORP DEL SER B PREFERRED 348 422
    US BANCORP DEL SER F PREFERRED 2,812 2,625
    US BANCORP DEL SER F PREFERRED 2,383 2,225
    VORNADO REALTY TRUST CUML 5.250% 1,157 1,219
    VORNADO REALTY TRUST CUML 5.250% 825 843
    VORNADO REALTY TRUST CUML 5.250% 1,190 1,245
    VORNADO REALTY TRUST CUML 5.250% 827 843
    VOYA FINL INC SER B 5.350% 440 502
    VOYA FINL INC SER B 5.350% 450 502
    W R BERKLEY CORP 4.250% 483 503
    W R BERKLEY CORP 4.250% 455 477
    W R BERKLEY CORP 5.100% 440 490
    W R BERKLEY CORP 5.100% 446 490
    WEBSTER FINANCIAL CORP DEP SHS 432 440
    WEBSTER FINANCIAL CORP DEP SHS 430 440
    WELLS FARGO & CO (WFC) 5.850% 1,507 1,607
    WELLS FARGO & CO (WFC) 5.850% 1,573 1,661
    WELLS FARGO & CO NEW PREFERRED CLBL PAR 6.625% 2,238 2,339
    WELLS FARGO & CO NEW PREFERRED CLBL PAR 6.625% 2,171 2,283
    WELLS FARGO & CO NEW SER Y CL A 5.625% 1,252 1,256
    WELLS FARGO & CO NEW SER Y CL A 5.625% 1,277 1,282

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    SHARP FOUNDATION
    EIN:
    51-6015093
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOTT LABS 1,100 1,267
    ABBOTT LABS 1,925 2,111
    ACCENTURE PLC IRELAND CL A 963 1,244
    ACCENTURE PLC IRELAND CL A 1,364 1,658
    ADOBE INC. (DELAWARE) 1,833 1,701
    ADOBE INC. (DELAWARE) 1,272 1,134
    ALIBABA GROUP HOLDING LTD SPON ADR 49,824 33,261
    ALIBABA GROUP HOLDING LTD SPON ADR 44,772 30,291
    ALPHABET INC CL A 5,423 5,794
    ALPHABET INC CL A 5,423 5,794
    AMAZON.COM INC 3,300 3,334
    AMAZON.COM INC 6,733 6,669
    AMER ELECTRIC POWER CO 537 534
    AMER ELECTRIC POWER CO 710 712
    AMERICAN TOWER CORP REIT 1,399 1,463
    AMERICAN TOWER CORP REIT 839 878
    AMERIPRISE FINANCIAL INC 1,680 1,810
    AMERIPRISE FINANCIAL INC 1,084 1,207
    AMGEN INC 1,135 1,125
    AMGEN INC 1,799 1,800
    ANALOG DEVICES INC 1,539 1,582
    ANALOG DEVICES INC 2,054 2,109
    APPLE INC 5,058 5,682
    APPLE INC 2,969 3,551
    APPLIED MATERIALS INC 912 1,102
    APPLIED MATERIALS INC 1,514 1,731
    AUTOMATIC DATA PROCESSNG INC 1,318 1,479
    AUTOMATIC DATA PROCESSNG INC 1,081 1,233
    BLACKROCK INC 916 916
    BLACKROCK INC 1,832 1,831
    BLACKSTONE MTG TR INC REIT 50,125 48,992
    BLACKSTONE MTG TR INC REIT 26,190 25,415
    BOSTON SCIENTIFIC CORP 1,529 1,529
    BOSTON SCIENTIFIC CORP 989 977
    BP PLC SPON ADR 25,000 26,630
    BP PLC SPON ADR 24,964 26,630
    BROADCOM INC 1,615 1,996
    BROADCOM INC 1,615 1,996
    CHEVRON CORP 24,860 28,164
    CHEVRON CORP 20,491 29,338
    CHUBB LTD CHF 1,833 1,933
    CHUBB LTD CHF 1,270 1,353
    CISCO SYSTEMS INC 1,565 1,774
    CISCO SYSTEMS INC 2,300 2,535
    COCA COLA CO COM 1,650 1,717
    COCA COLA CO COM 2,345 2,428
    COMCAST CORP NEW CL A 1,790 1,560
    COMCAST CORP NEW CL A 2,543 2,315
    COSTCO WHOLESALE CORP 890 1,135
    COSTCO WHOLESALE CORP 1,436 1,703
    DANAHER CORP 624 658
    DANAHER CORP 1,262 1,316
    DIAGEO PLC NEW GB SPON ADR 1,194 1,321
    DIAGEO PLC NEW GB SPON ADR 1,841 1,981
    DISCOVER FINANCIAL SERVICES 1,053 924
    DISCOVER FINANCIAL SERVICES 1,397 1,271
    DOLLAR GEN CORP NEW 1,384 1,415
    DOLLAR GEN CORP NEW 943 943
    DOW INC 741 37,322
    DUPONT DE NEMOURS INC 25,188 887,368
    EOG RESOURCES INC 1,566 1,865
    EOG RESOURCES INC 1,128 1,421
    EXXON MOBIL CORP 25,338 26,006
    EXXON MOBIL CORP 28,998 26,006
    FIDELITY NATL INFORMATION SVCS 1,183 982
    FIDELITY NATL INFORMATION SVCS 1,736 1,528
    HOME DEPOT INC 2,401 2,905
    HOME DEPOT INC 3,184 3,735
    HONEYWELL INTL INC 1,096 1,043
    HONEYWELL INTL INC 693 626
    INTERCONTINENTALEXCHANGE GROUP 704 821
    INTERCONTINENTALEXCHANGE GROUP 1,244 1,368
    JOHNSON & JOHNSON COM 2,092 2,053
    JOHNSON & JOHNSON COM 3,108 3,079
    JPMORGAN CHASE & CO 2,561 2,534
    JPMORGAN CHASE & CO 1,935 1,900
    KINDER MORGAN INC 22,880 20,618
    KINDER MORGAN INC 23,088 20,618
    KKR REAL ESTATE FIN TR INC 25,242 23,850
    KKR REAL ESTATE FIN TR INC 58,412 58,012
    LAUDER ESTEE COS CL A 1,010 1,111
    LAUDER ESTEE COS CL A 651 740
    LINDE PLC EUR 2,207 2,425
    LINDE PLC EUR 1,538 1,732
    LOCKHEED MARTIN CORP 1,086 1,066
    LOCKHEED MARTIN CORP 1,429 1,422
    LOWES COMPANIES INC 1,165 1,551
    LOWES COMPANIES INC 1,908 2,326
    MARSH & MCLENNAN COS INC 1,060 1,217
    MARSH & MCLENNAN COS INC 1,400 1,564
    MCDONALDS CORP 2,224 2,413
    MCDONALDS CORP 1,430 1,608
    MEDTRONIC PLC 1,783 1,448
    MEDTRONIC PLC 2,497 2,069
    MERCK & CO INC COM 28,123 24,678
    META PLATFORMS INC CL A 2,882 2,691
    META PLATFORMS INC CL A 4,549 4,373
    MICROSOFT CORP 13,838 15,471
    MICROSOFT CORP 11,188 12,780
    MORGAN STANLEY 1,216 1,178
    MORGAN STANLEY 921 883
    MURPHY OIL CORP 3,717 123,709
    NEXTERA ENERGY INC COM 852 934
    NEXTERA ENERGY INC COM 581 654
    NIKE INC CL B 1,082 1,167
    NIKE INC CL B 585 667
    NOVARTIS AG SPON ADR 836 787
    NOVARTIS AG SPON ADR 1,181 1,137
    NVIDIA CORP 6,899 55,881
    O REILLY AUTOMOTIVE INC 1,193 1,412
    O REILLY AUTOMOTIVE INC 1,871 2,119
    PARKER HANNIFIN CORP 1,794 1,909
    PARKER HANNIFIN CORP 1,183 1,272
    PHILLIPS 66 1,100 1,087
    PHILLIPS 66 812 797
    PROCTER & GAMBLE CO 1,922 2,127
    PROCTER & GAMBLE CO 1,285 1,472
    RAYTHEON TECHNOLOGIES CORP 2,355 2,324
    RAYTHEON TECHNOLOGIES CORP 1,765 1,721
    REPUBLIC SERVICES INC 1,242 1,395
    REPUBLIC SERVICES INC 841 976
    ROCKWELL AUTOMATION INC NEW 1,926 2,093
    ROCKWELL AUTOMATION INC NEW 1,923 2,093
    ROYAL DUTCH SHELL PLC CLA 28,163 27,125
    ROYAL DUTCH SHELL PLC CLA 27,998 28,210
    S&P GLOBAL INC 906 944
    S&P GLOBAL INC 433 472
    SALESFORCE.COM INC 1,988 2,033
    SALESFORCE.COM INC 1,231 1,271
    SHERWIN WILLIAMS CO 910 1,056
    SHERWIN WILLIAMS CO 1,586 1,761
    STARBUCKS CORP 1,333 1,404
    STARBUCKS CORP 998 1,053
    TEXAS INSTRUMENTS 2,996 3,016
    TEXAS INSTRUMENTS 2,996 3,016
    THERMO FISHER SCIENTIFIC INC 1,189 1,334
    THERMO FISHER SCIENTIFIC INC 538 667
    TJX COS INC NEW 1,562 1,670
    TJX COS INC NEW 2,522 2,657
    TRUIST FINL CORP 2,079 2,108
    TRUIST FINL CORP 1,509 1,522
    UNION PACIFIC CORP 2,502 2,771
    UNION PACIFIC CORP 3,233 3,527
    UNITED PARCEL SERVICE INC CL B 1,350 1,500
    UNITED PARCEL SERVICE INC CL B 1,765 1,929
    UNITEDHEALTH GROUP INC 2,228 2,511
    UNITEDHEALTH GROUP INC 2,717 3,013
    VF CORP 1,214 1,098
    VF CORP 1,572 1,464
    VISA INC CL A 3,399 3,251
    VISA INC CL A 2,088 1,950

    TY 2021 InvestmentsOtherSchedule2
    Name:
    SHARP FOUNDATION
    EIN:
    51-6015093
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ALPS ETF TRUST ALERIAN MLP ETF AT COST 48,497 48,128
    ALPS ETF TRUST ALERIAN MLP ETF AT COST 22,274 24,555
    COHEN & STEERS REIT & PFD & INCOME FUND INC AT COST 92,767 105,865
    COHEN & STEERS REIT & PFD & INCOME FUND INC AT COST 106,200 121,578
    FIRST TR ENERGY INFRASTRUCTURE AT COST 25,256 25,320
    FIRST TR ENERGY INFRASTRUCTURE AT COST 49,322 50,233
    FIRST TR MLP & ENERGY INCOME FUND AT COST 22,359 23,563
    INVESCO QQQ TRUST ETF AT COST 13,129 50,925
    KRANESHARES CSI CHINA INTERNET ETF AT COST 50,083 34,848
    KRANESHARES CSI CHINA INTERNET ETF AT COST 25,148 17,515
    TEKLA HEALTHCARE INVESTORS FUND AT COST 69,499 70,282
    TEKLA HEALTHCARE INVESTORS FUND AT COST 31,631 33,597
    TEKLA HEALTHCARE OPPORTUNITIES AT COST 24,942 35,896
    TEKLA HEALTHCARE OPPORTUNITIES AT COST 50,027 71,792
    TEKLA WORLD HEALTHCARE FD AT COST 37,730 57,015
    TEKLA WORLD HEALTHCARE FD AT COST 18,316 29,322
    UNTS FT UBS YRP EQ ADVISORY GROUP 2021 SER 10 CASH AT COST 51,994 53,488
    UNTS FT UBS YRP EQ ADVISORY GROUP 2021 SER 10 CASH AT COST 39,999 41,148
    UNTS FT UBS YRP EQ ADVISORY GROUP 2021 SER 12 CASH AT COST 47,298 49,264
    UNTS FT UBS YRP EQ ADVISORY GROUP 2021 SER 12 CASH AT COST 56,998 59,368
    UTILITIES SECTOR SPDR FUND ETF AT COST 32,876 54,043
    VANGUARD HIGH-DIVIDEND YIELD INDEX FUND CLASS ADMIRAL AT COST 34,342 52,100

    TY 2021 OtherDecreasesSchedule
    Name:
    SHARP FOUNDATION
    EIN:
    51-6015093
    Description Amount
    FMV TO BOOK BASIS ADJUSTMENT ON DONATED SECURITIES 912,073


    TY 2021 OtherExpensesSchedule
    Name:
    SHARP FOUNDATION
    EIN:
    51-6015093
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    UBS 13 13   0
    UBS 34 34   0


    TY 2021 OtherIncreasesSchedule
    Name:
    SHARP FOUNDATION
    EIN:
    51-6015093
    Description Amount
    BOOK TO TAX ADJUSTMENT 103,152


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    SHARP FOUNDATION
    EIN:
    51-6015093
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    UBS INVESTMENT MANAGEMENT FEES 1,369 1,369   0
    UBS INVESTMENT MANAGEMENT FEES 1,152 1,152   0
    UBS INVESTMENT MANAGEMENT FEES 343 343   0
    UBS INVESTMENT MANAGEMENT FEES 343 343   0
    HRS INVESTMENT ADVISORY FEES 3,466 3,466   0
    HRS INVESTMENT ADVISORY FEES 2,692 2,692   0


    TY 2021 TaxesSchedule
    Name:
    SHARP FOUNDATION
    EIN:
    51-6015093
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX 236 0   0
    FOREIGN TAX 167 0   0