M B Sharpe Trust Uw 30155 01 4

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$18,735
Expenses
$20,530
Net Income
-$1,795
Net Assets
$279,663
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,726
46.6%
Sales of Assets $9,727
51.9%
Other Income $282
1.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $17,506
85.3%
Compensation of Officers* $5,039
24.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $279,663
Total Liabilities $0
Net Assets $279,663
Compensation
Key Employees and Officers Compensation Other
Bny Mellon N A (Trustee) $5,039 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,697
Expenses
$19,871
Net Income
-$14,174
Net Assets
$281,485
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,285
92.8%
Sales of Assets $412
7.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $16,481
82.9%
Compensation of Officers* $4,973
25.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $281,485
Total Liabilities $0
Net Assets $281,485
Compensation
Key Employees and Officers Compensation Other
Bny Mellon N A (Trustee) $4,973 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$29,380
Expenses
$24,893
Net Income
$4,487
Net Assets
$295,672
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,370
18.3%
Sales of Assets $24,010
81.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $20,822
83.6%
Compensation of Officers* $5,983
24.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $295,672
Total Liabilities $0
Net Assets $295,672
Compensation
Key Employees and Officers Compensation Other
Bny Mellon N A (Trustee) $5,983 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$25,684
Expenses
$22,553
Net Income
$3,131
Net Assets
$291,202
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,693
33.8%
Sales of Assets $16,991
66.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $19,176
85.0%
Compensation of Officers* $5,474
24.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $291,202
Total Liabilities $0
Net Assets $291,202
Compensation
Key Employees and Officers Compensation Other
Bny Mellon N A (Trustee) $5,474 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$13,328
Expenses
$21,271
Net Income
-$7,943
Net Assets
$288,070
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,205
39.1%
Sales of Assets $8,123
60.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $17,945
84.4%
Compensation of Officers* $5,164
24.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $288,071
Total Liabilities $1
Net Assets $288,070
Compensation
Key Employees and Officers Compensation Other
Bny Mellon N A (Trustee) $5,164 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$22,080
Expenses
$19,371
Net Income
$2,709
Net Assets
$296,010
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,976
27.1%
Sales of Assets $16,104
72.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $16,170
83.5%
Compensation of Officers* $5,006
25.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $296,011
Total Liabilities $1
Net Assets $296,010
Compensation
Key Employees and Officers Compensation Other
Bny Mellon N A (Trustee) $5,006 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$18,611
Expenses
$21,816
Net Income
-$3,205
Net Assets
$293,302
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,430
34.5%
Sales of Assets $12,181
65.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $18,405
84.4%
Compensation of Officers* $5,354
24.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $293,302
Total Liabilities $0
Net Assets $293,302
Compensation
Key Employees and Officers Compensation Other
Bny Mellon Na (Trustee) $5,354 $0

Document Links

Fiscal Year Ending Dec.
2017

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2016

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$25,961
Expenses
$15,889
Net Income
$10,072
Net Assets
$316,981
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,259
20.3%
Sales of Assets $20,702
79.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $14,800
93.1%
Compensation of Officers* $1,347
8.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $316,981
Total Liabilities $0
Net Assets $316,981

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$19,250
Expenses
$5,333
Net Income
$13,917
Net Assets
$306,909
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $9,296
48.3%
Sales of Assets $9,954
51.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,866
35.0%
Compensation of Officers* $4,666
87.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $306,909
Total Liabilities $0
Net Assets $306,909

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$22,093
Expenses
$10,707
Net Income
$11,386
Net Assets
$292,992
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,918
35.8%
Sales of Assets $14,175
64.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,384
69.0%
Compensation of Officers* $5,374
50.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $292,992
Total Liabilities $0
Net Assets $292,992

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$7,326
Expenses
$5,072
Net Income
$2,254
Net Assets
$281,606
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,407
87.5%
Sales of Assets $919
12.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,986
39.2%
Compensation of Officers* $4,966
97.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $281,606
Total Liabilities $0
Net Assets $281,606

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$6,386
Expenses
$7,578
Net Income
-$1,192
Net Assets
$279,352
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,567
87.2%
Sales of Assets $819
12.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,934
65.1%
Compensation of Officers* $4,334
57.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $279,352
Total Liabilities $0
Net Assets $279,352

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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