CATHERINE D SHARPE CHARITABLE TRUST: Form 990, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- CATHERINE D SHARPE CHARITABLE TRUST (EIN 23-2057737)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-13
- IRS object ID
- 202601339349301340
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T08:01:08-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 RUSH ALLEY SUITE 800 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 432153932 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232057737 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HTC TRUSTEE CATHERINE D SHARPE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHAR | BusinessNameControlTxt |
| Phone | 2159814438 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | THREE RADNOR CORP CENTER SUITE 450 | AddressLine1Txt |
| City | RADNOR | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190874546 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN S NILES | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2159814438 | PhoneNum |
| Signature | 2026-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLY NEUGEBAUER | PreparerPersonNm |
| PTIN | P01285591 | PTIN |
| Phone | 6142211000 | PhoneNum |
| Preparation | 2026-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | HAVERFORD TRUST COMPANY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O 300 TWO LOGAN SQUARE | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19087 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,387,666 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 2018 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | SUPPORTING ORGANIZATION OF DESIGNATED 501(C)(3) ORGANIZATIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 0 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,666,448 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,763,815 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,666,448 | PYTotalRevenueAmt |
| CY Total Revenue | $1,763,815 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,303,473 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,388,255 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $194,643 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $223,511 | PYOtherExpensesAmt |
| CY Other Expenses | $233,722 | CYOtherExpensesAmt |
| PY Total Expenses | $1,721,627 | PYTotalExpensesAmt |
| CY Total Expenses | $1,621,977 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$55,179 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $141,838 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $29,947,381 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,101,145 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $29,947,381 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $30,101,145 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SUPPORTING ORGANIZATION OF DESIGNATED 501(C)(3) ORGANIZATIONS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $273,801 | ExpenseAmt |
| Grant | $234,268 | GrantAmt |
| Desc | Penn Neurosurgical Research Institute | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $239,474 | ExpenseAmt |
| Grant | $208,238 | GrantAmt |
| Desc | PRINCETON UNIVERSITY SCHOLARSHIP AID | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $239,474 | ExpenseAmt |
| Grant | $208,238 | GrantAmt |
| Desc | THE WHARTON SCHOOL OF THE UNIVERSITY OF PENNSYLVANIA FOR SCHOLARSHIP AID TO CANDIDATES FROM SOUTHEASTERN PENNSYLVANIA UNDER THE SHARPE SCHOLARSHIP PROGRAM FOR SHARPE SCHOLARS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $794,396 | ExpenseAmt |
| Grant | $737,510 | GrantAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $794,396 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $737,510 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $1,547,145 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Excs Tax Sect4951 Or4952 Or4953 | false | ExcsTaxSect4951Or4952Or4953Ind |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 0 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | false | MinutesOfGoverningBodyInd |
| Minutes Of Committees | false | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAVERFORD TRUST COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2159814438 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 RANDOR CORPORATE CENTER | AddressLine1Txt |
| City | RANDOR | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19087 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAVERFORD TRUST COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | INSTITUTIONAL TRUSTEE | TitleTxt |
| Institutional Trustee | Yes (X) | InstitutionalTrusteeInd |
| Reportable Comp From Org | $201,688 | ReportableCompFromOrgAmt |
| Reportable Comp From Rltd Org | $0 | ReportableCompFromRltdOrgAmt |
| Other Compensation | $0 | OtherCompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $201,688 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,216,773 | TotalRevenueColumnAmt |
| Exclusion | $1,216,773 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,170,893 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,623,851 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $547,042 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $547,042 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $547,042 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,763,815 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $547,042 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $1,216,773 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,388,255 | TotalAmt |
| Program Services | $1,388,255 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,677 | TotalAmt |
| Management And General | $6,677 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $201,688 | TotalAmt |
| Management And General | $201,688 | ManagementAndGeneralAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,357 | TotalAmt |
| Management And General | $25,357 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,621,977 | TotalAmt |
| Program Services | $1,388,255 | ProgramServicesAmt |
| Management And General | $233,722 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,092,970 | BOYAmt |
| EOY | $2,599,552 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,854,411 | BOYAmt |
| EOY | $27,501,593 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,947,381 | BOYAmt |
| EOY | $30,101,145 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,169,312 | BOYAmt |
| EOY | $23,169,312 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,778,069 | BOYAmt |
| EOY | $6,931,833 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,947,381 | BOYAmt |
| EOY | $30,101,145 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,947,381 | BOYAmt |
| EOY | $30,101,145 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $141,838 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $11,926 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| Acct Compile Or Review Basis | AcctCompileOrReviewBasisGrp | |
| FS Audited | false | FSAuditedInd |
| FS Audited Basis | FSAuditedBasisGrp | |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type3 Non Func | Yes (X) | SupportingOrgType3NonFuncInd |
| Supported Organizations | 11 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (11 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| THE SHARPE-STRUMIA RESEARCH FOUNDATION | ||||
| 200106546 | 3 | Yes (true) | $43,383 | $0 |
| PENNSYLVANIA HOSPITAL | ||||
| 311538725 | 3 | Yes (true) | $138,825 | $0 |
| FRANKLIN INSTITUTE | ||||
| 231370501 | 10 | Yes (true) | $138,825 | $0 |
| PRINCETON UNIVERSITY | ||||
| 210634501 | 2 | Yes (true) | $208,238 | $0 |
| ACADEMY OF NATURAL SCIENCES OF DREXEL UNIVERSITY | ||||
| 231352000 | 10 | Yes (true) | $138,825 | $0 |
| THE SALVATION ARMY | ||||
| 135562351 | 10 | Yes (true) | $69,413 | $0 |
| BRYN MAWR HOSPITAL FOUNDATION | ||||
| 231352160 | 3 | Yes (true) | $69,413 | $0 |
| THE SEEING EYE INC | ||||
| 221539721 | 10 | Yes (true) | $69,413 | $0 |
| WHARTON SCHOOL OF THE UNIVERSITY OF PENNSYLVANIA | ||||
| 231352685 | 2 | Yes (true) | $208,238 | $0 |
| DIVERSIFIED COMMUNITY SERVICES | ||||
| 474907105 | 8 | Yes (true) | $69,413 | $0 |
| PENN NEUROSURGICAL RESEARCH INSTITUTE | ||||
| 810910550 | 3 | Yes (true) | $234,268 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 11 | SupportedOrganizationsTotalCnt |
| Support Sum | $1,388,254 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | false | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | false | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timely Provided Documents | Yes (true) | TimelyProvidedDocumentsInd |
| Officers Close Relationship | false | OfficersCloseRelationshipInd |
| Supported Org Voice Investment | Yes (true) | SupportedOrgVoiceInvestmentInd |
Adjusted Net Income AdjustedNetIncomeGrp
Net ST Capital Gain Adj Net Incm NetSTCapitalGainAdjNetIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Recoveries PY Distributions RecoveriesPYDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Other Gross Income OtherGrossIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $1,125,379 | PriorYearAmt |
| Current Year | $1,177,420 | CurrentYearAmt |
Adjusted Gross Income AdjustedGrossIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $1,125,379 | PriorYearAmt |
| Current Year | $1,177,420 | CurrentYearAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Production Income ProductionIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Total Adjusted Net Income TotalAdjustedNetIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $1,125,379 | PriorYearAmt |
| Current Year | $1,177,420 | CurrentYearAmt |
Minimum Asset Amount MinimumAssetAmountGrp
Average Monthly FMV Of Sec AverageMonthlyFMVOfSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $12,582,491 | PriorYearAmt |
| Current Year | $38,759,632 | CurrentYearAmt |
Average Monthly Cash Balances AverageMonthlyCashBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
FMV Other Non Exempt Use Asset FMVOtherNonExemptUseAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Total FMV Of Non Exempt Use Asset TotalFMVOfNonExemptUseAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $12,582,491 | PriorYearAmt |
| Current Year | $38,759,632 | CurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discount Claimed | $0 | DiscountClaimedAmt |
Acquisition Indebtedness AcquisitionIndebtednessGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Adjusted FMV Less Indebtedness AdjustedFMVLessIndebtednessGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $12,582,491 | PriorYearAmt |
| Current Year | $38,759,632 | CurrentYearAmt |
Cash Deemed Charitable CashDeemedCharitableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $188,737 | PriorYearAmt |
| Current Year | $581,394 | CurrentYearAmt |
Net Vl Non Exempt Use Assets NetVlNonExemptUseAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $12,393,754 | PriorYearAmt |
| Current Year | $38,178,238 | CurrentYearAmt |
Pct Of Net Vl Non Exempt Use Ast PctOfNetVlNonExemptUseAstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $433,781 | PriorYearAmt |
| Current Year | $1,336,238 | CurrentYearAmt |
Recoveries PY Distri Min Asset RecoveriesPYDistriMinAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Total Minimum Asset TotalMinimumAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $433,781 | PriorYearAmt |
| Current Year | $1,336,238 | CurrentYearAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| CY Adj Net Income Distributable | $1,125,379 | CYAdjNetIncomeDistributableAmt |
| CY Pct85 Adjusted Net Income | $956,572 | CYPct85AdjustedNetIncomeAmt |
| CY Total Min Ast Distributable | $433,781 | CYTotalMinAstDistributableAmt |
| CY Greater Adjusted Minimum | $956,572 | CYGreaterAdjustedMinimumAmt |
| CY Income Tax Imposed PY | $0 | CYIncomeTaxImposedPYAmt |
| CY Distributable As Adjusted | $956,572 | CYDistributableAsAdjustedAmt |
Distributions DistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| CY Paid Accomplish Exempt Prps | $1,388,255 | CYPaidAccomplishExemptPrpsAmt |
| CY Pd In Excess Income Activity | $0 | CYPdInExcessIncomeActivityAmt |
| CY Administrative Expense Paid | $0 | CYAdministrativeExpensePaidAmt |
| Exempt Use Assets Acquis Paid | $0 | ExemptUseAssetsAcquisPaidAmt |
| Qualified Set Aside | $0 | QualifiedSetAsideAmt |
| CY Total Annual Distributions | $1,388,255 | CYTotalAnnualDistributionsAmt |
| CY Distri Attentive Suprt Org | $0 | CYDistriAttentiveSuprtOrgAmt |
| CY Distributable As Adjusted | $956,572 | CYDistributableAsAdjustedAmt |
| CY Distribution Yr | 0 | CYDistributionYrRt |
Distribution Allocations DistributionAllocationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| CY Distributable As Adjusted | $956,572 | CYDistributableAsAdjustedAmt |
| Underdistributions | $0 | UnderdistributionsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $77,482 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $166,103 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $166,145 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $485,341 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $895,071 | TotalExcessDistributionCyovAmt |
| Cyov Applied Underdistri PY | $0 | CyovAppliedUnderdistriPYAmt |
| Cyov Applied Underdistr CPY | $895,071 | CyovAppliedUnderdistrCPYAmt |
| Carryover PY Not Applied | $0 | CarryoverPYNotAppliedAmt |
| Excess Distribution Cyov | $0 | ExcessDistributionCyovAmt |
| CY Total Annual Distributions | $1,388,255 | CYTotalAnnualDistributionsAmt |
| CY Distrib App Underdistri PY | $0 | CYDistribAppUnderdistriPYAmt |
| CY Distri App Distributable | $61,501 | CYDistriAppDistributableAmt |
| Excess Distribution | $1,326,754 | ExcessDistributionAmt |
| Remaining Underdistri PY | $0 | RemainingUnderdistriPYAmt |
| Remaining Underdistri CY | $0 | RemainingUnderdistriCYAmt |
| Excess Distri Cyov To Next Yr | $1,326,754 | ExcessDistriCyovToNextYrAmt |
| Excess From Year5 | $3,226 | ExcessFromYear5Amt |
| Excess From Year4 | $166,103 | ExcessFromYear4Amt |
| Excess From Year3 | $166,145 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $1,326,754 | ExcessFromYear1Amt |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, SECTION A, LINE 1: | ALL OF THE TRUST'S SUPPORTED ORGANIZATIONS ARE LISTED IN THE GOVERNING DOCUMENT THE WILL AND CODICILS OF CATHARINE D SHARPE WITH THE EXCEPTION OF SHARPE STRUMIA RESEARCH FOUNDATION, AND PENNSYLVANIA HOSPITAL, NEUROSURGICAL INSTITUTE AND DIVERSIFIED COMMUNITY SERVICES, DIXON HOUSE BRANCH PURSUANT TO THE POWERS GIVEN TO THEM UNDER |
| PART IV, SECTION A, LINE 1 (CONT'D): | PARAGRAPH THIRD IV OF THE GOVERNING DOCUMENT TO DCS TO CARRY OUT THE TERMS OF THE INTEREST UNDER SAID PARAGRAPH. THE TRUST HAS A HISTORIC AND CONTINUING RELATIONSHIP WITH THE FOUNDATION, INSTITUTE AND DCS. |
| PART IV, SECTION D, LINE 2 (AND 3): | THE ORGANIZATION IS A TRUST CREATED UNDER A WILL UNDER THE TRUST AGREEMENT. THE TRUST SUPPORTS SEVERAL PUBLIC CHARITIES. A REPRESENTATIVE OF THE TRUST AND OFFICIALS OF CERTAIN OF THE SUPPORTED ORGANIZATION BENEFICIARIES HAVE QUARTERLY TELEPHONE CONFERENCES DURING WHICH THEY DISCUSS THE SUPPORTED ORGANIZATION BENEFICIARY'S PROJECTED NEED FOR FUNDS, HOW THE SUPPORTED |
| PART IV, SECTION D, LINE 2 (AND 3) CONT'D: | THE FUNDS THAT IT RECEIVES FROM THE TRUST, AND HOW THE SUPPORTED ORGANIZATION BENEFICIARY EXPECTS TO USE FUTURE FUNDS RECEIVED FROM THE TRUST. DURING THESE CALLS, THE TRUST EXPLAINS ITS INVESTMENT STRATEGY, INCLUDING THE ASSETS THAT IT HOLDS AND ITS INVESTMENT PLANS FOR THE NEAR AND LONGER TERM. THE SUPPORTED ORGANIZATION BENEFICIARIES ARE GIVEN AN OPPORTUNITY TO ASK QUESTIONS ABOUT THE |
| PART IV, SECTION D, LINE 2 (AND 3) CONT'D: | INVESTMENT STRATEGY, THE PROJECTED INCOME OF THE TRUST, AND ITS EXPECTATIONS CONCERNING THE GROWTH OF THE PORTFOLIO ANNUALLY. THERE IS ONE FACE TO FACE MEETING WITH THE SUPPORTED ORGANIZATION BENEFICIARY WHICH RECEIVES THE LARGEST PERCENTAGE OF THE TRUST'S DISTRIBUTIONS. THIS MEETING IS HELD ON SITE AT THE OFFICE OF THE SUPPORTED ORGANIZATION BENEFICIARY. THE TRUST REGULARLY SENDS |
| PART IV, SECTION D, LINE 2 (AND 3) CONT'D: | ORGANIZATION BENEFICIARIES, INCLUDING THE FOLLOWING QUARTERLY STATEMENT OF CURRENT DISTRIBUTIONS, QUARTERLY INVESTMENT REPORT, AN ANNUAL STATEMENT OF THE AMOUNT OF SUPPORT PROVIDED DURING THE YEAR, AND FORM 990 FROM TIME TO TIME. THE SUPPORTED ORGANIZATION BENEFICIARIES ASK QUESTIONS CONCERNING THE INVESTMENTS AND INVESTMENT STRATEGIES. THE TRUST ALSO RECEIVES AND RESPONDS TO |
| PART IV, SECTION D, LINE 2 (AND 3) CONT'D: | REQUESTS FROM THE AUDITORS OF THE SUPPORTED ORGANIZATION BENEFICIARIES FOR CERTAIN ADDITIONAL FINANCIAL INFORMATION AND DOCUMENTATION. THROUGH THESE ACTIVITIES, THE TRUST MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE SUPPORTED ORGANIZATION BENEFICIARIES AND THE SUPPORTED ORGANIZATION BENEFICIARIES HAVE A SIGNIFICANT VOICE IN THE TRUST'S INVESTMENT POLICY WITH RESPECT TO |
| PART IV, SECTION D, LINE 3: | SEE ANSWER TO ABOVE FOR LINE 2 |
| PART V, SECTION D, LINES 8 - 10: | PENNSYLVANIA HOSPITAL, DEPARTMENT OF NEUROSURGERY, SHARPE SPINE BIOMECHANICS LABORATORY 20percent SHARPE LAB PENNSYLVANIA HOSPITAL, DEPARTMENT OF MENTAL AND NERVOUS DISEASES 10percent PENNSYLVANIA HOSPITAL WHARTON SCHOOL OF THE UNIVERSITY OF PENNSYLVANIA 15percent WHARTON ALL THREE OF THE ABOVE SUPPORTED ORGANIZATIONS ARE PART OF THE |
| PART V, SECTION D, LINES 8 - 10 (CONT'D): | UNIVERSITY OF PENNSYLVANIA SYSTEM. INTERACTIONS WITH THE SUPPORTED ORGANIZATIONS WHICH INCLUDE QUARTERLY TELEPHONE MEETINGS WITH REPRESENTATIVES, ANNUAL FACE TO FACE MEETINGS (SHARPE LAB) AND THE SHARING OF INVESTMENT INFORMATION. SHARPE LAB HISTORICAL AND CONTINUING RELATIONSHIP FROM 1990 TO PRESENT THE TRUST PROVIDES ALL OF THE SUPPORT FOR THE SHARPE LAB. PENNSYLVANIA HOSPITAL HISTORICAL |
| PART V, SECTION D, LINES 8 - 10 (CONT'D): | RELATIONSHIP FROM 1990 TO PRESENT THE TRUST PROVIDES ALL OF THE SUPPORT FOR THE SHARPE LAB. PENNSYLVANIA HOSPITAL HISTORICAL AND CONTINUING RELATIONSHIP FROM 1979 TO PRESENT THE TRUST SUPPORTS THE DEPARTMENT OF MENTAL AND NERVOUS DISEASES. WHARTON HISTORICAL AND CONTINUING RELATIONSHIP FROM 1979 TO PRESENT THE TRUST SUPPORTS THE SHARPE SCHOLARSHIP PROGRAM FOR SHARPE SCHOLARS. |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,947,381 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,044,670 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,388,255 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $502,651 | AdministrativeExpensesAmt |
| End Year Balance | $30,101,145 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,818,621 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,666,447 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,303,473 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $418,154 | AdministrativeExpensesAmt |
| End Year Balance | $29,947,381 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $30,758,111 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,317,613 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,332,757 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $397,948 | AdministrativeExpensesAmt |
| End Year Balance | $29,818,621 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,363,435 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,043,475 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,456,901 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $191,898 | AdministrativeExpensesAmt |
| End Year Balance | $30,758,111 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $30,983,903 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,316,558 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,257,874 | GrantsOrScholarshipsAmt |
| Other Expenditures | $460,780 | OtherExpendituresAmt |
| Administrative Expenses | $218,372 | AdministrativeExpensesAmt |
| End Year Balance | $31,363,435 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GLOBEHEALER INC | Desc |
| Method Valuation | C | MethodValuationCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| THE SALVATION ARMY | |||||||
| 440 W NYACK ROAD | WEST NYACK | NY | 10994 | 135562351 | 501(C)(3) | $69,413 | FOR THE GENERAL SUPPORT OF THE PA DIVISION |
| THE SEEING EYE INC | |||||||
| PO BOX 375 | MORRISTOWN | NJ | 07960 | 221539721 | 501(C)(3) | $69,413 | FOR GENERAL SUPPORT |
| BRYN MAWR HOSPITAL C0 MLH FINANCE | |||||||
| OFFICE 950 - 130 S BRYN MAWR AVE | BRYN MAWR | PA | 19010 | 231352160 | 501(C)(3) | $69,413 | SUGGESTED FOR USE,1/2 EQUIPMENT AND MAINTENANCE |
| THE FRANKLIN INSTITUTE | |||||||
| 222 N 20TH STREET | PHILADELPHIA | PA | 19103 | 231370501 | 501(C)(3) | $138,825 | SUGGESTED FOR USE BY MUSEUM EDUCATION |
| THE ACADEMY OF NATURAL SCIENCES | |||||||
| 1900 BENJAMIN FRANKLIN PKWY | PHILADELPHIA | PA | 19103 | 231352000 | 501(C)(3) | $138,825 | FOR THE MAINTENANCE |
| PENNSYLVANIA HOSPITAL | |||||||
| 800 SPRUCE STREET AYER BLDG 2ND FL | PHILADELPHIA | PA | 19107 | 311538725 | 501(C)(3) | $138,825 | DEPARTMENT OF MENTAL AND NERVOUS DISEASES |
| PRINCETON UNIVERSITY | |||||||
| 6 NEW SOUTH BLDG PO BOX 35 | PRINCETON | NJ | 08544 | 210634501 | 501(C)(3) | $208,238 | FOR SCHOLARSHIP AID |
| WHARTON SCHOOL OF THE UNIVERSITY OF PENNSYLVANIA | |||||||
| 427 FRANKLIN BLDG 3451 WALNUT ST | PHILADELPHIA | PA | 19104 | 231352685 | 501(C)(3) | $208,238 | FOR SCHOLARSHIP AID |
| THE SHARPE-STRUMIA RESEARCH FOUNDATION | |||||||
| 130 S BRYN MAWR AVE | BRYN MAWR | PA | 19010 | 200106546 | 501(C)(3) | $43,383 | RESEARCH |
| DIVERSIFIED COMMUNITY SERVICES | |||||||
| 19185 Wyoming | DETROIT | MI | 48221 | 474907105 | 501(C)(3) | $69,413 | FOR GENERAL SUPPORT |
| PENN NEUROSURGICAL RESEARCH INSTITUTE | |||||||
| 3400 SPRUCE ST | PHILADELPHIA | PA | 19104 | 810910550 | 501(C)(3) | $234,268 | FOR GENERAL SUPPORT |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II LINE 1 COLUMN (H): | NAME OF ORGANIZATION OR GOVERNMENT: BRYN MAWR HOSPITAL (H) PURPOSE OF GRANT OR ASSISTANCE: WITH THE SUGGESTION THAT THE INCOME BE EXPENDED, ONE-HALF FOR THE PURCHASE OF X-RAY AND RELATED EQUIPMENT AND ONE HALF FOR MAINTENANCE OF THE PORTION OF THE HOSPITAL BUILDINGS, HOUSING THE LABORATORY, X-RAY AND UT-PATIENT DEPARTMENTS, AND WITH THE FURTHER SUGGESTION THAT ANY PORTION OF THE |
| PART II LINE 1 COLUMN (H) (CONT'D): | OF THE GRANT WHICH CANNOT BE USED PROFITABLY USED FOR SUCH PURPOSES MAY BE EXPENDED FOR THE GENERAL OPERATING EXPENSES OF THE HOSPITAL. |
| PART II LINE 1 COLUMN (H) (CONT'D): | NAME OF ORGANIZATION OR GOVERNMENT: THE FRANKLIN INSTITUTE (H) PURPOSE OF GRANT OR ASSISTANCE: SUGGESTION THAT FOR USE BY MUSEUM INSTRUCTION FOR SCHOOL AGE CHILDREN TO ENCOURAGE INTEREST IN ENGINEERING AND SCIENCE. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (17 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 8A: | THE TRUSTEE CARRIES OUT THE TERMS OF THE TRUST BY MAKING DISTRIBUTIONS TO DESIGNATED BENEFICIARIES OR SUCCESSORS (PURSUANT TO THE EXERCISE OF LIMITED DISCRETION AS SET FORTH IN THE TRUST DOCUMENT), IN THE PERCENTAGES SPECIFIED IN THE TRUST, AND BY MAINTAINING A RECORD OF TRUST DISTRIBUTIONS. TRUSTEES ARE IN FREQUENT AND CONTINUAL CONTACT WITH THE GRANTEES CONCERNING THE TRUST'S INVESTMENT RESULTS AND INVESTMENT POLICIES WITH RESPECT TO |
| FORM 990, PART VI, SECTION A, LINE 8A:(CONT'D) | SPECIFIC PURPOSES. THE TRUSTEE RECEIVE AND REVIEW INFORMATION CONCERNING THE GRANTEES' USE OF THE GRANTED FUNDS TO VERIFY THAT THE USES ARE CONSISTENT WITH THE PURPOSES ESTABLISHED IN THE GOVERNING INSTRUMENT AND IN THAT REGARD FROM TIME TO TIME HAVE EXERCISED THEIR DISCRETION TO VARY GRANTEES AND OTHERWISE WORK WITH THE GRANTEES TO ENSURE APPROPRIATE USE OF THE FUNDS. |
| FORM 990, PART VI, SECTION A, LINE 8B | THERE IS NO DELEGATION TO ANY SEPARATE COMMITTEE TO ACT ON THEIR BEHALF. |
| FORM 990, PART VI, SECTION B, LINE 11B: | THE GOVERNING BODY OF THE ORGANIZATION (THE TRUST) CONSISTS OF THE INSTITUTIONAL TRUSTEE THAT RECEIVES AND REVIEWS FORM 990 BEFORE IT IS FILED WITH THE IRS.FORM 990 IS PREPARED AND SEPARATELY REVIEWED BY THE TRUST'S LEGAL COUNSEL. |
| FORM 990, PART VI, SECTION B, LINE 12C: | THE TRUSTEE'S ACTIONS ARE GOVERNED BY PENNSYLVANIA LAW, WHICH PROHIBITS ANY ACTIVITY OR TRANSACTION THAT WOULD CONSTITUTE A CONFLICT OF INTEREST IN VIOLATION OF THE MANDATED DUTIES OF THE FIDUCIARY. CONSEQUENTLY, PENNSYLVANIA LAW SERVES AS THE TRUST'S WRITTEN CONFLICT OF INTEREST POLICY. |
| FORM 990, PART VI, SECTION C, LINE 19: | THE GOVERNING DOCUMENT IS THE TRUST UNDER THE WILL OF CATHERINE D SHARPE. THE SAID DOCUMENT HAS BEEN PROVIDED TO ALL THE BENEFICIARIES WHO ARE ALL CHARITIES. THE TRUST IS PUBLIC RECORD AND AVAILABLE TO ANYONE THROUGH THE REGISTER OF WILLS OFFICE OF MONTGOMERY COUNTY, NORRISTOWN, PA. THE FINANCIAL STATEMENTS ARE SENT TO THE BENEFICIARIES. THEY ARE NOT SPECIFICALLY AVAILABLE TO THE PUBLIC ALTHOUGH THE FORM 990 IS, IF REQUESTED. THE TRUSTEE'S ACTIONS ARE |
| FORM 990, PART VI, SECTION C, LINE 19 (CONT'D): | WHICH PROHIBITS ANY ACTIVITY OR TRANSACTION THAT WOULD CONSTITUTE A CONFLICT OF INTEREST IN VIOLATION OF THE MANDATED DUTIES OF THE FIDUCIARY. CONSEQUENTLY, PENNSYLVANIA LAW SERVES AS THE TRUST'S WRITTEN CONFLICT OF INTEREST POLICY. |
| EXPLANATION FOR FORM 990, PAGE 2, PART III, LINE 4d | THE PENNSYLVANIA HOSPITAL EXPENSES 69,412.74. INCLUDING GRANTS OF 69,412.74. REVENUE 0. THE ACADEMY OF NATURAL SCIENCES FOR THE MAINTENANCE AND EXPANSION OF ITS REFERENCE LIBRARY AND FOR THE EXTENSION OF ITS TEACHING PROGRAM AND RESEARCH FACILITIES. EXPENSES 138,825.48 INCLUDING GRANTS OF 138,825.48 REVENUE 0. THE FRANKLIN INSTITUTE WITH THE SUGGESTION FOR USE BY THE MUSEUM EDUCATION DEPT IN FURTHERANCE OF GROUP VISITATIONS AND INSTRUCTION FOR SCHOOL AGE CHILDREN TO ENCOURAGE INTEREST IN ENGINEERING AND SCIENCE. EXPENSES 138,825.48 INCLUDING GRANTS OF 138,825.48. REVENUE 0. THE SALVATION ARMY FOR THE PENNSYLVANIA DIVISION. EXPENSES 69,412.74 INCLUDING GRANTS OF 69,412.74. REVENUE 0. THE SEEING EYE FOR GENERAL SUPPORT. |
| EXPLANATION FOR FORM 990, PAGE 2, PART III, LINE 4d | EXPENSES 69,412.74. INCLUDING GRANTS OF 69,412.74 REVENUE 0. BRYN MAWR HOSPITAL WITH THE SUGGESTION THAT THE INCOME BE EXPENDED ONE HALF FOR THE PURCHASE OF XRAY AND RELATED EQUIPMENT AND ONE HALF FOR MAINTENANCE OF THE PORTION OF THE HOSPITAL BUILDINGS, HOUSING THE LABORATORY XRAY AND OUT PATIENT DEPARTMENTS, AND WITH THE FURTHER SUGGESTION THAT ANY PORTION OF THE GRANT WHICH CANNOT BE USED PROFITABLY USED FOR SUCH PURPOSES MAY BE EXPENDED FOR THE GENERAL OPERATING EXPENSES OF THE HOSPITAL. EXPENSES 69,412.74. INCLUDING GRANTS OF 69,412.74. REVENUE 0. DIVERSIFIED COMMUNITY SERVICES EXPENSES 69,412.74. INCLUDING GRANTS OF 69,412.74. REVENUE 0. THE SHARPE STRUMIA RESEARCH FOUNDATION EXPENSES 43,382.96.INCLUDING |
| EXPLANATION FOR FORM 990, PAGE 2, PART III, LINE 4d | GRANTS OF 43,382.96 REVENUE 0. |
| EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a | SEE SCHEDULE O |
| EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b | SEE SCHEDULE O |
| FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW | SEE SCHEDULE O |
| EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c | SEE SCHEDULE O |
| FORM 990, PAGE 6, PART VI, LINE 18 | SEE SCHEDULE O |
| FORM 990, PAGE 6, PART VI, LINE 19 | SEE SCHEDULE O |
| EXPLANATION FOR FORM 990, PART XI, LINE 9 | COST BASIS ADJUSTMENT |