Liabilities / Assets
2nd percentile
Tied with the lowest-debt nonprofits in its peer group.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
3rd percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
90th percentile
Higher net margin than 90% of similar nonprofits.
Top Officer Pay
8th percentile
Higher top officer pay than 8% of similar nonprofits.
Top officer pay equals 2.2% of source-year revenue.
Asset Growth
51st percentile
Faster asset growth than 51% of similar nonprofits.
Revenue Growth
89th percentile
Faster revenue growth than 89% of similar nonprofits.
Balance Sheet
Assets
Up$30,395,223
Up $1,313,015 (+4.5%) from 2013
Net Assets
Up$30,395,223
Up $1,313,015 (+4.5%) from 2013
Liabilities
Flat$0
Flat from 2013
Revenue And Expenses
Revenue
Up$2,793,974
Up $861,394 (+45%) from 2013
Expenses
Up$1,480,959
Up $707,907 (+92%) from 2013
Net Income
Up$1,313,015
Up $153,487 (+13%) from 2013
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2014 to Dec 31, 2014
- Signed
- Jul 28, 2015
- Return Version
- 2014v5.0
- Gross Receipts
- $20,276,017
Mission and Program Overview
Mission
Supporting organization of designated 501(c)(3) organizations
Balance Sheet Detail
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Cap Stk Tr Prin Current Funds | $23,169,312 | $23,169,312 | → $0 |
| Investments in Publicly Traded Securities | $12,547,019 | $13,062,671 | ▲ $515,652 |
| Investments Other Securities | $12,190,000 | $12,078,608 | ▼ $111,392 |
| Rtn Earn Endowment Incm Other Fnds | $5,912,896 | $7,225,911 | ▲ $1,313,015 |
| Savings and Temporary Cash Investments | $4,345,190 | $5,253,945 | ▲ $908,755 |
| Pd in Cap Srpls Land Bldg Eqp Fund | $0 | $0 | → $0 |
| Cash and Non-Interest-Bearing Accounts | $-1 | $-1 | → $0 |
| Total Assets | $29,082,208 | $30,395,223 | ▲ $1,313,015 |
| Liabilities | |||
| Total Liabilities | $0 | $0 | → $0 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $29,082,208 | $30,395,223 | ▲ $1,313,015 |
| Total Liabilities and Net Assets / Fund Balance | $29,082,208 | $30,395,223 | ▲ $1,313,015 |
Asset Categories
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Other Securities | $58,926 | - | - |
Endowment Activity
| Period | Beginning | Contrib. | Gain/Loss | Other Uses | End |
|---|---|---|---|---|---|
| 2014 | $29,082,208 | - | ▲ $2,793,974 | - | $30,395,223 |
| 2013 | $27,922,680 | - | ▲ $1,932,580 | - | $29,082,208 |
| 2012 | $28,270,373 | - | ▲ $521,447 | - | $27,922,680 |
| 2011 | $24,878,316 | - | ▲ $4,345,251 | - | $28,270,373 |
| 2010 | $23,419,859 | - | ▲ $2,292,548 | - | $24,878,316 |
Compensation and Service Providers
Employees
| Name | Title | Base | Total |
|---|---|---|---|
| James R Ledwith | Trustee | $61,194 | $61,194 |
Board Members and Trustees
| Name | Title |
|---|---|
| Henry R Kwiecinski | Trustee |
Highest Paid Contractors
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Bishop & Assoc | Investment Counsel | 1617 JFK BOULEVARD SUITE 1610, Philadelphia, PA 19103 | $193,630 |
| Bishop & Assoc-adv Fees For Acct W Crys | Investment Counsel | CAPITAL INTL FUND SPC, Philadelphia, PA 19103 | $153,387 |
| Pepper Hamilton LLP | Legal Counsel | 3000 TWO LOGAN SQUARE, Philadelphia, PA 19103-2799 | $114,362 |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $0
- Program Service Revenue
- $0
- Investment Income
- $2,793,974
- Other Revenue
- $0
- Change in Net Assets
- $1,313,015
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $1,005,381 |
| Other Expenses | $414,384 |
| Salaries, Compensation, and Employee Benefits | $61,194 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
Functional Expense Allocation
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Orgs | $1,005,381 | - | - | $1,005,381 |
| Fees for Service Investment Mgmnt Fees | - | $284,794 | - | $284,794 |
| Fees for Services Legal | - | $114,362 | - | $114,362 |
| Current Officers, Directors, Trustees, and Key Employees | - | $61,194 | - | $61,194 |
| Other Expenses | - | $714 | - | $714 |
| Total Functional Expenses | $1,005,381 | $475,578 | $0 | $1,480,959 |
International Activity
Grant and Assistance Recipients
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| Pennsylvania Hospital-neurosurgical Research Lab | Philadelphia, PA | 501(c)(3) | For General Research | $201,077 |
| Princeton University | Princeton, NJ | 501(c)(3) | For Scholarship Aid to Candidates From Southeastern Pennsylvania | $150,807 |
| Wharton School of the University of Pennsylvania | Philadelphia, PA | 501(c)(3) | For Scholarship Aid | $150,807 |
| Pennsylvania Hospital | Philadelphia, PA | 501(c)(3) | For the Department of Mental and Nervous Diseases - the Trust Suggests That, to the Extent the Need Exists From Year to Year to Provide Part or All of the Cost of Care for Patients Who Otherwise Would Be Unable to Afford Such Care, the Funds Be Used for Such Specialized Care. Any Income Not So Expended May Be Applied to the General Needs of the Department. | $100,538 |
| The Academy of Natural Sciences | Philadelphia, PA | 501(c)(3) | For the Maintenance and Expansion of Its Reference Library and for the Extension of Its Teaching Program and Research Facilities | $100,538 |
| The Franklin Institute | Philadelphia, PA | 501(c)(3) | Suggested for Use by Museum Education Dept for Group Visitations and Instruction for Children to Encourage Interest in Engineering and Science | $100,538 |
| Bryn Mawr Hospital | Bryn Mawr, PA | 501(c)(3) | SUGGESTED FOR USE, 1/2 TO PURCHASE X-RAY & RELATED EQUIPMENT & 1/2 TO MAINTAIN THE HOSPITAL BUILDINGS HOUSING THE LABORATORY, X-RAY & OUT-PATIENT DEPTS; OTHERWISE, FOR THE GENERAL SUPPORT OF THE HOSPITAL | $50,269 |
| Diversified Community Services | Philadelphia, PA | 501(c)(3) | For General Support of the Dixon House Branch | $50,269 |
| The Salvation Army | West Nyack, NY | 501(c)(3) | For General Support of the Pennsylvania Division | $50,269 |
| The Seeing Eye Inc | Morristown, NJ | 501(c)(3) | For General Support | $50,269 |
Fundraising, Events, and Gaming
- Fundraising activities
- No
- Gaming activities
- No
- Professional fundraiser used
- No
Fundraising and Gaming Totals
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
Political and Lobbying Activity
- Political campaign activity
- No
- Lobbying activity
- No
- Subject to proxy tax
- No
Insider Transactions and Loans
Interested-Person Transactions
| Interested Party | Relationship | Description | Shared Revenue | Amount |
|---|---|---|---|---|
| Henry R Kwiecinski | Trustee | SCH L PART IV - MR KWIECINSKI IS A 51% OWNER OF BISHOP & ASSOCIATES WHICH PROVIDES INVESTMENT COUNSEL TO THE TRUST. BISHOP & ASSOCIATES WAS PAID A TOTAL OF $347,017 FOR ITS INVESTMENT SERVICES IN THE FISCAL YEAR ENDING 12/31/14. OF THIS TOTAL, $193,629 WAS PAID FOR INVESTMENT ADVISORY FEES RELATING TO THE INDIVIDUAL INVESTMENTS HELD IN THE TRUST'S CUSTODY ACCOUNT AT CITIBANK AND $153,387 WAS PAID FOR INVESTMENT ADVISORY FEES WITH RESPECT TO THE TRUST'S INVESTMENT IN CRYSTAL CAPITAL INTERNATIONAL FUND SPC ("CRYSTAL"). | No | $347,017 |
Governance and Compliance
Governance Checklist
- Compiled or reviewed by an accountant
- No
- Annual disclosure for covered persons
- Yes
- Backup withholding compliance
- Yes
- Business relationship with family members
- No
- Business relationship with organization members
- No
- Material changes to governing documents
- No
- Compensation from other sources disclosed
- No
- CEO compensation reviewed
- No
- Other officer compensation reviewed
- No
- Conflict-of-interest policy
- Yes
- Audited financial statements prepared
- No
- Key decisions subject to board approval
- No
- Management duties delegated
- No
Governance Explanations
Form 990, Part VI, Section A, Line 8A
“The two trustees carry 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 certain grantees to whom grants are designated for specific purposes the trustees 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 11
“The governing body of the organization (the trust) consists of the two trustees. Each receives and reviews form 990 before it is filed. Form 990 is prepared and separately reviewed by the trust's legal counsel.”
Form 990, Part VI, Section B, Line 12C
“The trustees' 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 B, Line 15
“Trustee's commissions are dictated under terms of trust instrument.”
Form 990, Part VI, Section C, Line 19
“The governing document is the trust under the will of catherine d. Sharpe. 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. Financial statements are sent to the beneficiaries. They are not specifically available to the public although the form 990 is, if requested. The trustees' 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.”
Filing and Contact Details
Filer
- Filer Name
- Catharine D Sharpe Charitable Trust
- EIN
- 23-2057737
- Phone
- 2159814438
- Address
- C/O AB COOK 3000 TWO LOGAN SQ, PHILADELPHIA, PA 19103-2799
Signing Officer
- Name
- James R Ledwith
- Title
- Co-trustee
- Phone
- 2159814438
- Signed
- 2015-07-28
- Discuss with paid preparer
- Yes
Organization Details
- Principal Officer
- James R Ledwith
- Formed
- 1978
- Legal Domicile
- Pa
- Voting Board Members
- 2
- Independent Board Members
- 1
- Employees
- 0
- Volunteers
- 0
Preparer
- Firm
- Pepper Hamilton Llp
- Address
- 3000 TWO LOGAN SQUARE, PHILADELPHIA, PA 19103-2799
- Preparer
- Lisa B Petkun
- Phone
- 2159814438
Supplemental Narrative
Financial Statement Notes
PART V, LINE 4:
“See descriptions on schedule i and schedule o”
Raw XML AppendixShowing 400 of 630 raw XML fields
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
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| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | SUPPORTING ORGANIZATION OF DESIGNATED 501(C)(3) ORGANIZATIONS |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/BackupWthldComplianceInd | 0 | 1 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | ANNE COOK PEPPER HAMILTON LLP |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 2159814438 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 3000 TWO LOGAN SQUARE |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | PHILADELPHIA |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | PA |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 191032799 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | 1 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt | 0 | 23169312 |
| IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt | 0 | 23169312 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | -1 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | -1 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 2 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt | 0 | 61194 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 61194 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 0 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 0 | 193630 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 1 | 153387 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 2 | 114362 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 0 | 1617 JFK BOULEVARD SUITE 1610 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 1 | CAPITAL INTL FUND SPC |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 2 | 3000 TWO LOGAN SQUARE |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 0 | PHILADELPHIA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 1 | PHILADELPHIA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 2 | PHILADELPHIA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 0 | PA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 1 | PA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 2 | PA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 0 | 19103 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 1 | 19103 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 2 | 191032799 |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 0 | BISHOP & ASSOC |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 1 | BISHOP & ASSOC-ADV FEES FOR ACCT W CRYS |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 2 | PEPPER HAMILTON LLP |
| IRS990/ContractorCompensationGrp/ServicesDesc | 0 | INVESTMENT COUNSEL |
| IRS990/ContractorCompensationGrp/ServicesDesc | 1 | INVESTMENT COUNSEL |
| IRS990/ContractorCompensationGrp/ServicesDesc | 2 | LEGAL COUNSEL |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 1005381 |
| IRS990/CYInvestmentIncomeAmt | 0 | 2793974 |
| IRS990/CYOtherExpensesAmt | 0 | 414384 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 1313015 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 61194 |
| IRS990/CYTotalExpensesAmt | 0 | 1480959 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 2793974 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/Desc | 0 | PENNSYLVANIA HOSPITAL, NEUROSURGICAL RESEARCH INSTITUTE - FOR GENERAL RESEARCH |
| IRS990/DescribedInSection501c3Ind | 0 | 1 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 0 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 201077 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt | 0 | 114362 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 114362 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt | 0 | 284794 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 284794 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignCountryCd | 0 | CJ |
| IRS990/ForeignFinancialAccountInd | 0 | 1 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | JAMES R LEDWITH |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | HENRY R KWIECINSKI |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 61194 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | TRUSTEE |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1978 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedInd | 0 | 0 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 2140923 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 2 |
| IRS990/GrantAmt | 0 | 201077 |
| IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt | 0 | 1005381 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 1005381 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 1 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 19622966 |
| IRS990/GrossReceiptsAmt | 0 | 20276017 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 0 |
| IRS990/IndependentVotingMemberCnt | 0 | 1 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt | 0 | 653051 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 653051 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt | 0 | 12190000 |
| IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt | 0 | 12078608 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 12547019 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 13062671 |
| IRS990/IRPDocumentCnt | 0 | 2 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | PA |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 17482043 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LobbyingActivitiesInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingCashInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 0 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 0 |
| IRS990/MissionDesc | 0 | SUPPORTING ORGANIZATION OF DESIGNATED 501(C)(3) ORGANIZATIONS |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 29082208 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 30395223 |
| IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt | 0 | 2140923 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 2140923 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrgDoesNotFollowSFAS117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/Desc | 0 | CITIBANK - CUSTODY FEES |
| IRS990/OtherExpensesGrp/Desc | 1 | TRUSTEE'S EXPENSE |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 14514 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 714 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 14514 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 714 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrincipalOfficerNm | 0 | JAMES R LEDWITH |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgSrvcAccomActy2Grp/Desc | 0 | THE WHARTON SCHOOL OF THE UNIVERSITY OF PENNSYLVANIA - FOR SCHOLARSHIP AID |
| IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt | 0 | 150807 |
| IRS990/ProgSrvcAccomActy2Grp/GrantAmt | 0 | 150807 |
| IRS990/ProgSrvcAccomActy3Grp/Desc | 0 | PRINCETON UNIVERSITY - FOR SCHOLARSHIP AID TO CANDIDATES FROM SOUTHEASTERN PENNSYLVANIA. |
| IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt | 0 | 150807 |
| IRS990/ProgSrvcAccomActy3Grp/GrantAmt | 0 | 150807 |
| IRS990/ProgSrvcAccomActyOtherGrp/Desc | 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. |
| IRS990/ProgSrvcAccomActyOtherGrp/Desc | 1 | THE FRANKLIN INSTITUTE WITH THE SUGGESTION THAT FOR USE BY MUSEUM EDUCATION DEPT IN FURTHERANCE OF GROUP VISITATIONS AND INSTRUCTION FOR SCHOOL AGE CHILDREN TO ENCOURAGE INTEREST IN ENGINEERING AND SCIENCE |
| IRS990/ProgSrvcAccomActyOtherGrp/Desc | 2 | PENNSYLVANIA HOSPITAL FOR THE DEPARTMENT OF MENTAL AND NERVOUS DISEASES - THE TRUST SUGGESTS THAT, TO THE EXTENT THE NEED EXISTS FROM YEAR TO YEAR TO PROVIDE PART OR ALL OF THE COST OF CARE FOR PATIENTS WHO OTHERWISE WOULD BE UNABLE TO AFFORD SUCH CARE, THE FUNDS BE USED FOR SUCH SPECIALIZED CARE. ANY INCOME NOT SO EXPENDED MAY BE APPLIED TO THE GENERAL NEEDS OF THE DEPARTMENT. |
| IRS990/ProgSrvcAccomActyOtherGrp/Desc | 3 | THE SALVATION ARMY FOR THE PENNSYLVANIA DIVISION. |
| IRS990/ProgSrvcAccomActyOtherGrp/Desc | 4 | THE SEEING EYE FOR GENERAL SUPPORT |
| IRS990/ProgSrvcAccomActyOtherGrp/Desc | 5 | BRYN MAWR HOSPITAL - 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 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. |
| IRS990/ProgSrvcAccomActyOtherGrp/Desc | 6 | DIVERSIFIED COMMUNITY SERVICES FOR THE USE OF DIXON HOUSE BRANCH. |
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| IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt | 1 | 100538 |
| IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt | 2 | 100538 |
| IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt | 3 | 50269 |
| IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt | 4 | 50269 |
| IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt | 5 | 50269 |
| IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt | 6 | 50269 |
| IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt | 0 | 100538 |
| IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt | 1 | 100538 |
| IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt | 2 | 100538 |
| IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt | 3 | 50269 |
| IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt | 4 | 50269 |
| IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt | 5 | 50269 |
| IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt | 6 | 50269 |
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| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 0 | 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 1)PENNSYLVANIA HOSPITAL, NEUROSURGICAL INSTITUTE ["INSTITUTE"] AND 2)DIVERSIFIED COMMUNITY SERVICES, DIXON HOUSE BRANCH ["DCS"]. PURSUANT TO THE POWERS GIVEN THEM UNDER PARAGRAPH THIRD XI OF THE GOVERNING DOCUMENTS THE TRUSTEES NAMED THE INSTITUTE AS A BENEFICIARY OF 20% OF THE TRUST IN PLACE OF THE JOHN S. SHARPE RESEARCH FOUNDATION OF BRYN MAWR HOSPITAL. PURSUANT TO THE POWERS GIVEN THEM UNDER PARAGRAPH THIRD XI OF THE GOVERNING DOCUMENTS THE TRUSTEES PAY THE INTEREST UNDER PARAGRAPH THIRD IV OF THE GOVERNING DOCUMENT TO DCS TO CARRY OUT THE TERMS OF THE INTEREST UNDER SAID PARAGRAPH. |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 1 | THE ORGANIZATION(THE "TRUST") 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 ORGANIZATION BENEFICIARY IS USING 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 INVESTMENTS AND THE 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, WHICH MEETING IS HELD ON SITE AT THE OFFICE OF THE SUPPORTED ORGANIZATION BENEFICIARY. THE TRUST REGULARLY SENDS INFORMATION TO THE SUPPORTED 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 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 THE TRUST'S INCOME AND ASSETS DURING THE TAX YEAR. |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 2 | SEE ANSWER TO ABOVE FOR LINE 2 |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 3 | PENNSYLVANIA HOSPITAL, DEPARTMENT OF NEUROSURGERY, SHARPE SPINE BIOMECHANICS LABORATORY AT - 20% "SHARPE LAB" PENNSYLVANIA HOSPITAL, DEPARTMENT FOR THE DEPARTMENT OF MENTAL AND NERVOUS DISEASES - 10% "PENNSYLVANIA HOSPITAL" WHARTON SCHOOL OF THE UNIVERSITY OF PENNSYLVANIA-15% "WHARTON" ALL THREE OF THE ABOVE SUPPORTED ORGANIZATIONS ARE PART OF THE UNIVERSITY OF PENNSYLVANIA SYSTEM. INTERACTIONS WITH THE SUPPORTED ORGANIZATIONS 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 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. |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 0 | SCHEDULE A, PAGE 4, PART IV, SECTION A, LINE 1 |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 1 | SCHEDULE A, PAGE 5, PART IV, SECTION D, LINE 2 (AND 3) |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 2 | SCHEDULE A, PAGE 5, PART IV, SECTION D, LINE 3 |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 3 | SCHEDULE A, PAGE 6, PART V, SECTION D, LINES 8 - 10 |
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| IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt | 0 | 31062161 |
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| IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt | 0 | 1875097 |
| IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt | 0 | 0 |
| IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt | 0 | 29187064 |
| IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt | 0 | 0 |
| IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt | 0 | 465932 |
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| IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt | 0 | 30596229 |
| IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt | 0 | 0 |
| IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt | 0 | 1070868 |
| IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt | 0 | 0 |
| IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt | 0 | 0 |
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| IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt | 0 | 31062161 |
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| IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt | 0 | 1070868 |
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| IRS990ScheduleA/SupportedOrgInformationGrp/EIN | 0 | 231365980 |
| IRS990ScheduleA/SupportedOrgInformationGrp/EIN | 1 | 135562351 |
| IRS990ScheduleA/SupportedOrgInformationGrp/EIN | 2 | 221539721 |
| IRS990ScheduleA/SupportedOrgInformationGrp/EIN | 3 | 231352160 |
| IRS990ScheduleA/SupportedOrgInformationGrp/EIN | 4 | 231370501 |
| IRS990ScheduleA/SupportedOrgInformationGrp/EIN | 5 | 231352000 |
| IRS990ScheduleA/SupportedOrgInformationGrp/EIN | 6 | 311538725 |
| IRS990ScheduleA/SupportedOrgInformationGrp/EIN | 7 | 210634501 |
| IRS990ScheduleA/SupportedOrgInformationGrp/EIN | 8 | 231352685 |
| IRS990ScheduleA/SupportedOrgInformationGrp/EIN | 9 | 311538725 |
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| IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd | 2 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd | 3 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd | 4 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd | 5 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd | 6 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd | 7 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd | 8 | 1 |
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| IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc | 1 | 7 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc | 2 | 7 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc | 3 | 3 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc | 4 | 7 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc | 5 | 7 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc | 6 | 3 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc | 7 | 2 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc | 8 | 2 |
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| IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt | 8 | 0 |
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| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 4 | 100538 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 5 | 100538 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 6 | 100538 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 7 | 150807 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 8 | 150807 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 9 | 201077 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt | 0 | DIVERSIFIED COMMUNITY SERVICES |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt | 1 | THE SALVATION ARMY |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt | 2 | THE SEEING EYE INC |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt | 3 | THE BRYN MAWR HOSPITAL |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt | 4 | THE FRANKLIN INSTITUTE |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt | 5 | THE ACADEMY OF NATURAL SCIENCES |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt | 6 | PENNSYLVANIA HOSPITAL |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt | 7 | PRINCETON UNIVERSITY |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt | 8 | UNIVERSITY OF PENNSYLVANIA - WHARTON SCHOOL |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt | 9 | PENNSYLVANIA HOSPITAL NEUROSURGICAL RESEARCH LABORATORY |
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| IRS990ScheduleA/SupportSumAmt | 0 | 1005381 |
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| IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt | 0 | 30395223 |
| IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 1005381 |
| IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 2793974 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 269052 |
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| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 29082208 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 504000 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2014 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $30,395,223
- Liabilities
- $0
- Net assets
- $30,395,223
- Revenue
- $2,793,974
- Expenses
- $1,480,959
- Net income
- $1,313,015