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Nonprofit · EIN 23-2057737

CATHERINE D SHARPE CHARITABLE TRUST

Tax-exempt · RADNOR, PA 19087

Financials

$2.3M$1.7M2023$1.7M$1.7M2024$1.8M$1.6M2025
Revenue Expenses · by fiscal year end
Financials of CATHERINE D SHARPE CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$1,763,815$1,621,977$141,838$30,101,145$0$30,101,145
December 31, 2024990$1,666,448$1,721,627-$55,179$32,040,351$0$32,040,351
December 31, 2023990$2,317,613$1,730,705$586,908$32,974,322$0$32,974,322
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$1,763,815
Net gain from sales of assets
$547,042
Other revenue
$0

Expenses

Grants and similar amounts paid
$1,388,255
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$6,677
Program services (functional)
$1,388,255
Management and general (functional)
$233,722

Balance sheet and other

Total assets, start of year
$29,947,381
Total assets, end of year
$30,101,145
Total liabilities, end of year
$0
Net assets, end of year
$30,101,145
Publicly traded securities
$27,501,593
Gross receipts
$7,387,666
Employees
0
Year formed
2018
State of legal domicile
PA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
HAVERFORD TRUST COMPANYINSTITUTIONAL TRUSTEE
Institutional trustee
–$201,688
990 for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
HAVERFORD TRUST COMPANYINSTITUTIONAL TRUSTEE
Institutional trustee
–$194,643
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
HAVERFORD TRUST COMPANYINSTITUTIONAL TRUSTEE
Institutional trustee
2$185,257

Address and contacts

Address (IRS master file)
THREE RADNOR CORP CENTER SUITE 450, RADNOR, PA 19087-4580
In care of
% HAVERFORD TRUST COMPANY
Principal officer (990 for 2025)
HAVERFORD TRUST COMPANY, C/O 300 TWO LOGAN SQUARE, PHILADELPHIA, PA 19087
Signed the 990
JOHN S NILES, TRUSTEE
Phone
(215) 981-4438
Return prepared by
DELOITTE TAX LLP

Mission

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

990 for the year ended December 31, 2025

Program accomplishments

  • 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

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
23-2057737
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
1978
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$30,101,145
Income (IRS master file)
$7,387,666

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$1,763,815$1,621,977$30,101,145IRS
990December 2024$1,666,448$1,721,627$32,040,351IRS
990December 2023$2,317,613$1,730,705$32,974,322XML
990December 2022$1,043,475$1,648,799$30,758,111IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS
990December 2017–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-2057737).

Questions about CATHERINE D SHARPE CHARITABLE TRUST

What is the EIN of CATHERINE D SHARPE CHARITABLE TRUST?
The employer identification number (EIN) of CATHERINE D SHARPE CHARITABLE TRUST is 23-2057737.
Is CATHERINE D SHARPE CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1978.
Are donations to CATHERINE D SHARPE CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does CATHERINE D SHARPE CHARITABLE TRUST file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of CATHERINE D SHARPE CHARITABLE TRUST due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CATHERINE D SHARPE CHARITABLE TRUST last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of CATHERINE D SHARPE CHARITABLE TRUST?
The 990 for the year ended December 31, 2025 names HAVERFORD TRUST COMPANY.
Who are the officers and directors of CATHERINE D SHARPE CHARITABLE TRUST?
The 990 for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $201,688 (HAVERFORD TRUST COMPANY, INSTITUTIONAL TRUSTEE).
How much revenue does CATHERINE D SHARPE CHARITABLE TRUST have?
On its 990 for the year ended December 31, 2025 it reported revenue of $1,763,815, expenses of $1,621,977 and total assets of $30,101,145 at year end.

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