Civic Intelligence

Catherine D Sharpe Charitable Trust

990 • Fiscal year 2017 • EIN 23-2057737

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

3 Radnor Corporate Center No 450Radnor, PA 19087

(610) 995-8766

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

3rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

3rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Net Margin

85th percentile

31%

Higher net margin than 85% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

9th percentile

$58,073

Higher top officer pay than 9% of similar nonprofits.

Top officer pay equals 2.4% of source-year revenue.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Asset Growth

33rd percentile

0.9%

Faster asset growth than 33% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

84th percentile

34%

Faster revenue growth than 84% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Assets

Up

$30,516,670

Up $278,535 (+0.9%) from 2016

Net Assets

Up

$30,516,670

Up $278,535 (+0.9%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$2,468,408

Up $627,805 (+34%) from 2016

Expenses

Down

$1,691,766

Down $35,370 (-2.0%) from 2016

Net Income

Up

$776,642

Up $663,175 (+584%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40M$30M$20M$10M$0Assets 2011: $24,878,316Liabilities 2011: $0Net Assets 2011: $24,878,3162011Assets 2012: $28,270,373Liabilities 2012: $0Net Assets 2012: $28,270,3732012Assets 2013: $29,082,208Liabilities 2013: $0Net Assets 2013: $29,082,2082013Assets 2014: $30,395,223Liabilities 2014: $0Net Assets 2014: $30,395,2232014Assets 2015: $30,124,668Liabilities 2015: $0Net Assets 2015: $30,124,6682015Assets 2016: $30,238,135Liabilities 2016: $0Net Assets 2016: $30,238,1352016Assets 2017: $30,516,670Liabilities 2017: $0Net Assets 2017: $30,516,6702017Assets 2018: $30,827,178Liabilities 2018: $0Net Assets 2018: $30,827,1782018Assets 2019: $32,194,925Liabilities 2019: $0Net Assets 2019: $32,194,9252019Assets 2020: $30,983,903Liabilities 2020: $0Net Assets 2020: $30,983,9032020Assets 2021: $31,363,435Liabilities 2021: $0Net Assets 2021: $31,363,4352021Assets 2022: $30,758,111Liabilities 2022: $0Net Assets 2022: $30,758,1112022Assets 2023: $32,974,322Liabilities 2023: $0Net Assets 2023: $32,974,3222023Assets 2024: $32,040,351Liabilities 2024: $0Net Assets 2024: $32,040,3512024

Highlighted filing

2017

Assets$30,516,670
Liabilities$0
Net Assets$30,516,670

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $834,0912011Revenue 2012: $4,345,251Expenses 2012: $953,194Net Income 2012: $3,392,0572012Revenue 2013: $1,932,580Expenses 2013: $773,052Net Income 2013: $1,159,5282013Revenue 2014: $2,793,974Expenses 2014: $1,480,959Net Income 2014: $1,313,0152014Revenue 2015: $1,528,393Expenses 2015: $1,798,948Net Income 2015: -$270,5552015Revenue 2016: $1,840,603Expenses 2016: $1,727,136Net Income 2016: $113,4672016Revenue 2017: $2,468,408Expenses 2017: $1,691,766Net Income 2017: $776,6422017Revenue 2018: $3,166,397Expenses 2018: $2,899,872Net Income 2018: $266,5252018Revenue 2019: $2,896,018Expenses 2019: $1,528,909Net Income 2019: $1,367,1092019Revenue 2020: $991,409Expenses 2020: $2,202,913Net Income 2020: -$1,211,5042020Revenue 2021: $2,321,401Expenses 2021: $1,476,246Net Income 2021: $845,1552021Revenue 2022: $1,043,475Expenses 2022: $1,648,799Net Income 2022: -$605,3242022Revenue 2023: $2,317,613Expenses 2023: $1,730,705Net Income 2023: $586,9082023Revenue 2024: $1,666,448Expenses 2024: $1,721,627Net Income 2024: -$55,1792024

Highlighted filing

2017

Revenue$2,468,408
Expenses$1,691,766
Net Income$776,642
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.3
Gross Receipts
$18,297,390
Mission and Program Overview

Mission

Supporting organization of designated 501(c)(3) organizations

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$23,169,312$23,169,312→ $0
Investments in Publicly Traded Securities$15,921,279$15,924,827▲ $3,548
Investments Other Securities$14,169,064$8,141,879▼ $6,027,185
Rtn Earn Endowment Incm Other Fnds$7,068,823$7,347,358▲ $278,535
Savings and Temporary Cash Investments$147,792$6,449,964▲ $6,302,172
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$30,238,135$30,516,670▲ $278,535
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$30,238,135$30,516,670▲ $278,535
Total Liabilities and Net Assets / Fund Balance$30,238,135$30,516,670▲ $278,535

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,700,000--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$30,238,135-▲ $1,970,301-$30,516,670
2016$30,124,668-▲ $1,840,603-$30,238,135
2015$30,395,223-▲ $1,528,393-$30,124,668
2014$29,082,208-▲ $2,793,974-$30,395,223
2013$27,922,680-▲ $1,932,580-$29,082,208
Compensation and Service Providers

Employees

NameTitleOtherTotal
James R LedwithTrustee$58,073$58,073

Board Members and Trustees

NameTitle
Henry M KwiecinskiTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Bishop & Associates LLPInvestment Counsel1617 JFK BLVD SUITE 1610, Philadelphia, PA 19103$230,290
Bishop & Associates Llp-adv Fees For ActInvestment Counsel1617 JFK BLVD SUITE 1610, Philadelphia, PA 19103$116,767
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$2,468,408
Other Revenue
$0
Change in Net Assets
$776,642
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,213,194
Other Expenses$420,499
Salaries, Compensation, and Employee Benefits$58,073
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,213,194--$1,213,194
Fees for Service Investment Mgmnt Fees-$230,290-$230,290
Fees for Services Legal-$157,866-$157,866
Current Officers, Directors, Trustees, and Key Employees-$58,073-$58,073
Other Expenses-$1,067-$1,067
Total Functional Expenses$1,213,194$478,572$0$1,691,766
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Pennsylvania Hospital-department of NeurosurgeryPhiladelphia, PA501(c)(3)For Primary Support for Research for the Sharpe Spine Biomechanics Laboratory$242,639
Princeton UniversityPrinceton, NJ501(c)(3)For Scholarship Aid to Candidates From Southeastern Pennsylvania$181,979
Wharton School of the University of PennsylvaniaPhiladelphia, PA501(c)(3)For Scholarship Aid to Candidates From Southeastern Pennsylvania Under the Sharpe Scholarship Program for Sharpe Scholars$181,979
Pennsylvania HospitalPhiladelphia, PA501(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$121,319
The Academy of Natural SciencesPhiladelphia, PA501(c)(3)For the Maintenance Extension of Its Teaching Program and Research Facilities$121,319
The Franklin InstitutePhiladelphia, PA501(c)(3)Suggested for Use by Museum Education Dept for Group Visitations and Instruction for Children to Encourage Interest in Engineering and Science$121,319
Bryn Mawr HospitalBryn Mawr, PA501(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$60,660
Diversified Community ServicesPhiladelphia, PA501(c)(3)For General Support of the Dixon House Branch$60,660
The Salvation ArmyWest Nyack, NY501(c)(3)For General Support of the Pennsylvania Division$60,660
The Seeing Eye IncMorristown, NJ501(c)(3)For General Support$60,660
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
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 PartyRelationshipDescriptionShared RevenueAmount
-ENTITY MORE THAN 35% OWNED BY TRUSTEE LISTED BELOW-No$347,057
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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 11B

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. 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 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
6109958766
Address
3 RADNOR CORPORATE CENTER NO 450, RADNOR, PA 19087

Signing Officer

Name
James R Ledwith
Title
Co-trustee
Phone
6109958766
Signed
2018-11-15
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
Citrin Cooperman & Company Llp
Address
1800 JFK BOULEVARD 20TH FLOOR, PHILADELPHIA, PA 19103
Preparer
James a J Revels CPA
Phone
2155454800
Raw XML AppendixShowing 400 of 635 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.

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IRS990/ProgSrvcAccomActyOtherGrp/Desc0THE ACADEMY OF NATURAL SCIENCES - FOR THE MAINTENANCE AND EXPANSION OF ITS REFERENCE LIBRARY AND FOR THE EXTENSION OF ITS TEACHING PROGRAM AND RESEARCH FACILITIES.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc2PENNSYLVANIA 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/Desc3THE SALVATION ARMY FOR THE PENNSYLVANIA DIVISION.
IRS990/ProgSrvcAccomActyOtherGrp/Desc4THE SEEING EYE FOR GENERAL SUPPORT.
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IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt2121319
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt360660
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt460660
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt560660
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt660660
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
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IRS990/PYGrantsAndSimilarPaidAmt01296889
IRS990/PYInvestmentIncomeAmt01840603
IRS990/PYOtherExpensesAmt0374124
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0113467
IRS990/PYSalariesCompEmpBnftPaidAmt056123
IRS990/PYTotalExpensesAmt01727136
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01840603
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0776642
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt07068823
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt07347358
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0147792
IRS990/SavingsAndTempCashInvstGrp/EOYAmt06449964
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IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/CurrentYearAmt00
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IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt0748047
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt0590915
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt00
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IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt0748047
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt0590915
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt0590915
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt01213194
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt01213194
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt0502278
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt01213194
IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt01213194
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt01213194
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt01213194
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt0545937
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt01213194
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt045.000000000000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt01213194
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt01213194
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0ALL 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, NEUOSURGICAL 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 PAY THE INTEREST UNDER PARAGRAPH THIRD IV OF THE GOVERNING DOCUMENT TO DCS TO CARRY OUT THE TERMS OF THE INTEREST UNDER SAID PARAGRAPH THE TRUST HAS AN HISTORIC AND CONTINUING RELATIONSHIP WITH THE INSTITUTE AND DCS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE 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/ExplanationTxt2SEE ANSWER TO ABOVE FOR LINE 2.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3PENNSYLVANIA HOSPITAL, DEPARTMENT OF NEUROSURGERY, SHARPE SPINE BIOMECANICS LABORATORY - 20% "SHARPE LAB" PENNSYLVANIA HOSPITAL, 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/FormAndLineReferenceDesc0SCHEDULE A, PAGE 4, PART IV,SECTION A, LINE 1,
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SCHEDULE A, PAGE 5, PART IV.SECTION D, LINE 2 (AND 3)
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2SCHEDULE A, PAGE 5, PART IV,SECTION D, LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3SCHEDULE A, PAGE 7, PART V, SECTION D, LINES 8 - 10
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt034314979
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt035190536
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt04053995
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt02098609
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt030260984
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt033091927
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt0514725
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt0527858
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt033800254
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt034662678
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt01183009
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt01213194
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt034314979
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt035190536
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt01183009
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt01213194
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt010
IRS990ScheduleA/SupportedOrganizationsTotalCnt010
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0231365980
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1135562351
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2221539721
IRS990ScheduleA/SupportedOrgInformationGrp/EIN3231352160
IRS990ScheduleA/SupportedOrgInformationGrp/EIN4231370501
IRS990ScheduleA/SupportedOrgInformationGrp/EIN5231352000
IRS990ScheduleA/SupportedOrgInformationGrp/EIN6311538725
IRS990ScheduleA/SupportedOrgInformationGrp/EIN7210634501
IRS990ScheduleA/SupportedOrgInformationGrp/EIN8231352685
IRS990ScheduleA/SupportedOrgInformationGrp/EIN9311538725
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd00
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd21
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd31
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd41
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd51
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd61
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd71
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd81
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd90
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd17
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd27
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd33
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd47
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd57
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd63
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd72
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd82
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd93
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt30
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt40
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt50
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt60
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt70
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt80
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt90
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt060660
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt160660
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt260660
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt360660
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt4121319
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt5121319
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt6121319
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt7181979
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt8181979
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt9242639
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0(A) DIVERSIFIED COMMUNITY SERVICES
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1(A) THE SALVATION ARMY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2(B) THE SEEING EYE INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt3(C) THE BRYN MAWR HOSPITAL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt4(D) THE FRANKLIN INSTITUTE
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt5(E) THE ACADEMY OF NATURAL SCIENCES
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt6(F) PENNSYLVANIA HOSPITAL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt7(G) PRINCETON UNIVERSITY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt8(H) UNIVERSITY OF PENNYSYLVANIA - WHARTON SCHOOL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt9(I) PENNYSYLVANIA HOSPITAL NEUROSURGICAL RESEARCH LABORATORY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt01213194
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0478572
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt030238135
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt030516670

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$32.0$0.00$32.0$1.67$1.72$0.06
2023Detailed filing. Detailed filing data is available for this year.$33.0$0.00$33.0$2.32$1.73$0.59
2022Detailed filing. Detailed filing data is available for this year.$30.8$0.00$30.8$1.04$1.65$0.61
2021Detailed filing. Detailed filing data is available for this year.$31.4$0.00$31.4$2.32$1.48$0.85
2020Detailed filing. Detailed filing data is available for this year.$31.0$0.00$31.0$0.99$2.20$1.21
2019Detailed filing. Detailed filing data is available for this year.$32.2$0.00$32.2$2.90$1.53$1.37
2018Detailed filing. Detailed filing data is available for this year.$30.8$0.00$30.8$3.17$2.90$0.27
2017Detailed filing. Detailed filing data is available for this year.$30.5$0.00$30.5$2.47$1.69$0.78
2016Detailed filing. Detailed filing data is available for this year.$30.2$0.00$30.2$1.84$1.73$0.11
2015Detailed filing. Detailed filing data is available for this year.$30.1$0.00$30.1$1.53$1.80$0.27
2014Detailed filing. Detailed filing data is available for this year.$30.4$0.00$30.4$2.79$1.48$1.31
2013Summary only. Only limited summary data is available for this year.$29.1$0.00$29.1$1.93$0.77$1.16
2012Summary only. Only limited summary data is available for this year.$28.3$0.00$28.3$4.35$0.95$3.39
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.9$0.00$24.9$0.83