Skip to content
Nonprofiteer
← CATHERINE D SHARPE CHARITABLE TRUST

Form 990 for tax year 2025

Filed by CATHERINE D SHARPE CHARITABLE TRUST.

Totals

Total revenue
$1,763,815
Total expenses
$1,621,977
Contributions and grants received
$0
Grants paid
$1,388,255
Program service revenue
$0
Investment income
$1,763,815
Other revenue
$0
Total assets, end of year
$30,101,145
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$30,101,145
Program services expenses (Part IX)
$1,388,255
Management and general expenses
$233,722
Fundraising expenses
$0
Program service expenses (Part III)
$1,547,145

Program services were 85.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $1,216,773 · excluded $1,216,773

  • 7a · Gross sales of assets other than inventory

    securities $6,170,893

  • 7b · Less cost or other basis and sales expenses

    securities $5,623,851

  • 7c · Gain or loss

    securities $547,042

  • 7d · Net gain or loss

    total $547,042 · related or exempt $547,042

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,388,255 · program services $1,388,255

  • 5 · Compensation of officers, directors and key employees

    total $0 · management and general $0

  • 11b · Fees: legal

    total $6,677 · management and general $6,677

  • 11f · Fees: investment management

    total $201,688 · management and general $201,688

  • 24e · All other expenses

    total $25,357 · management and general $25,357

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,092,970 · end of year $2,599,552

  • 11 · Investments: publicly traded securities

    beginning of year $27,854,411 · end of year $27,501,593

  • 29 · Capital stock, trust principal or current funds

    beginning of year $23,169,312 · end of year $23,169,312

  • 31 · Retained earnings, endowment or other funds

    beginning of year $6,778,069 · end of year $6,931,833

Mission and programs · 2025

Mission

SUPPORTING ORGANIZATION OF DESIGNATED 501(C)(3) ORGANIZATIONS.

  • Penn Neurosurgical Research Institute

    Expenses $273,801 · Grants $234,268

  • PRINCETON UNIVERSITY SCHOLARSHIP AID

    Expenses $239,474 · Grants $208,238

  • THE WHARTON SCHOOL OF THE UNIVERSITY OF PENNSYLVANIA FOR SCHOLARSHIP AID TO CANDIDATES FROM SOUTHEASTERN PENNSYLVANIA UNDER THE SHARPE SCHOLARSHIP PROGRAM FOR SHARPE SCHOLARS.

    Expenses $239,474 · Grants $208,238

  • Expenses $794,396 · Grants $737,510

As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Haverford Trust Company

    INSTITUTIONAL TRUSTEE

    Total calculated
    $201,688
    From this org
    $201,688
    From related orgs
    $0
    Other
    $0

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2025
Filed
12 May 2026
IRS schema version
2025v4.1
Source object
202601339349301340

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.