STIFLER FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- STIFLER FAMILY FOUNDATION (EIN 10-6001398)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2024-02-15
- IRS object ID
- 202430469349101038
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-15T19:50:43-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 204071715 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERTELETTI DESROCHERS & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9 DAMON MILL SQUARE SUITE 5D | AddressLine1Txt |
| City | CONCORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01742 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 106001398 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STIFLER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STIF | BusinessNameControlTxt |
| Phone | 6173579876 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 CODMAN ROAD | AddressLine1Txt |
| City | BROOKLINE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02445 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAWRENCE TP STIFLER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6177393322 | PhoneNum |
| Signature | 2024-02-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LAWRENCE | PersonFirstNm |
| Person Last | TP STIFLER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL R DESROCHERS CPA | PreparerPersonNm |
| PTIN | P00447691 | PTIN |
| Phone | 7813283200 | PhoneNum |
| Preparation | 2024-02-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $50,253,676 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $420,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,453,461 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,377,747 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,015,888 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $21,459,954 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,015,888 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,889,349 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,393,635 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $48,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $48,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $10,950 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $97,872 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,392 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $87,480 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $340,623 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $340,623 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $497,445 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $351,015 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $146,430 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,915,457 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,915,457 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,412,902 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $351,015 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,061,887 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$523,553 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,042,620 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Nts And Loans Rcvbl | $4,564,545 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $5,698,303 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $4,564,545 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $4,564,545 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $410,697 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $194,227 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $194,227 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $38,276,362 | CorporateStockBOYAmt |
| Corporate Stock EOY | $39,584,619 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $43,735,031 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,875,164 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,393,582 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,759,873 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $46,260,526 | TotalAssetsBOYAmt |
| Total Assets EOY | $45,736,973 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $50,253,676 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $46,260,526 | RetainedEarningBOYAmt |
| Retained Earning EOY | $45,736,973 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $46,260,526 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $45,736,973 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $46,260,526 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $45,736,973 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $46,260,526 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$523,553 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $45,736,973 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $45,736,973 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| MERRILL X11049 | P | $390 | $390 | $390 | |
| MERRILL X11250 | P | $659 | $659 | $659 | |
| MERRILL X12568 | P | $28 | $28 | $28 | |
| MERRILL X13689 | P | $2,972 | $2,972 | $2,972 | |
| MERRILL X46535 | P | $8,428 | $8,428 | $8,428 | |
| MERRILL X55R19 | P | $192,629 | $192,629 | $192,629 | |
| MERRILL X11049 | P | $300,470 | -$29,671 | -$29,671 | $330,141 |
| MERRILL X11250 | P | $994,239 | -$115,043 | -$115,043 | $1,109,282 |
| MERRILL X12568 | P | $3,045,283 | -$313,059 | -$313,059 | $3,358,342 |
| MERRILL X13689 | P | $406,421 | -$67,157 | -$67,157 | $473,578 |
| MERRILL X46533 | P | $1,330,400 | -$262,155 | -$262,155 | $1,592,555 |
| MERRILL X46539 | P | $201,977 | -$979 | -$979 | $202,956 |
| MERRILL X55R19 | P | $6,446 | $6,446 | $6,446 | |
| PARTNERSHIPS | P | $61,584 | $61,584 | $61,584 | |
| MERRILL X11049 | P | $4,668,886 | $165,530 | $165,530 | $4,503,356 |
| MERRILL X11250 | P | $1,233,401 | $184,187 | $184,187 | $1,049,214 |
| MERRILL X12568 | P | $2,951,219 | $913,263 | $913,263 | $2,037,956 |
| MERRILL X13689 | P | $2,401,932 | -$256,288 | -$256,288 | $2,658,220 |
| MERRILL X46533 | P | $1,430,868 | $589,786 | $589,786 | $841,082 |
| MERRILL X46535 | P | $274,967 | -$25,033 | -$25,033 | $300,000 |
| MERRILL X46539 | P | $235,689 | $105,898 | $105,898 | $129,791 |
| MERRILL X55R19 | P | $1,295,983 | $438,390 | $438,390 | $857,593 |
| PARTNERSHIPS | P | $415,083 | $415,083 | $415,083 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,015,888 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $42,292 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $42,292 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $42,292 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $50,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $50,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,961 | EsPenaltyAmt |
| Overpayment | $5,747 | OverpaymentAmt |
| Applied To ES Tax | $5,747 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LAWRENCE TP STIFLER | IndividualWithBooksNm |
| Phone | 6177393322 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 CODMAN ROAD | AddressLine1Txt |
| City | BROOKLINE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02445 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LAWRENCE TP STIFLER | ||||||||
| 100 CODMAN ROAD | BROOKLINE | MA | 02445 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| MARY MCFADDEN | ||||||||
| 100 CODMAN ROAD | BROOKLINE | MA | 02445 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| MOLLY STIFLER | ||||||||
| 100 CODMAN ROAD | BROOKLINE | MA | 02445 | DIRECTOR | 10.00 | $48,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $46,490,898 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $7,068,259 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $53,559,157 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $53,559,157 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $803,387 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $52,755,770 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,637,789 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,637,789 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $42,292 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $42,292 | TotalTaxAmt |
| Distributable Before Adj | $2,595,497 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,595,497 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,595,497 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,061,887 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,061,887 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,595,497 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $594,524 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $594,524 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,061,887 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,595,497 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,466,390 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,060,914 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,060,914 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $594,524 | ExcessFromYear3Amt |
| Excess From Current Year | $1,466,390 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LAWRENCE TP STIFLER | ContributingManagerNm |
| Contributing Manager | MARY MCFADDEN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LAWRENCE TP STIFLER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 CODMAN ROAD | AddressLine1Txt |
| City | BROOKLINE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02445 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6177393322 | RecipientPhoneNum |
| Form And Info And Materials | IN WRITING AND INDICATING PURPOSE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (99 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN FORESTS | ||||||
| 1220 L STREET NW SUITE 750 | WASHINGTON | DC | 20005 | NONE | ENVIRONMENTAL | $1,000 |
| AMERICAN INDIAN COLLEGE FUND | ||||||
| 8333 GREENWOOD BLVD | DENVER | CO | 80221 | NONE | EDUCATIONAL | $1,000 |
| ASHOKA | ||||||
| 1000 WILSON BLVD SUITE 1900 | ARLINGTON | VA | 22209 | NONE | EDUCATIONAL | $1,500 |
| APPALACHIAN MOUNTAIN CLUB | ||||||
| 10 CITY SQUARE | BOSTON | MA | 02129 | NONE | ENVIRONMENTAL | $1,000 |
| BEAT | ||||||
| 44-02 23RD ST SUITE 301 | LONG ISLAND CITY | NY | 11101 | NONE | EDUCATIONAL | $5,000 |
| BEDLAM | ||||||
| 603 WEST 115TH ST MAILBOX 130 | NEW YORK | NY | 100257722 | NONE | ENVIRONMENTAL | $1,000 |
| BETHEL HISTORICAL SOCIETY | ||||||
| 10 BROAD STREET | BETHEL | ME | 04217 | NONE | PUBLIC SAFETY | $5,000 |
| BETHEL HISTORICAL SOCIETY | ||||||
| 10 BROAD STREET | BETHEL | ME | 04217 | NONE | ENVIRONMENTAL | $2,500 |
| BETHEL LIBRARY | ||||||
| 5 BROAD STREET | BETHEL | ME | 04217 | NONE | ENVIRONMENTAL | $1,500 |
| BOSTON RESCUE MISSION | ||||||
| 39 KINGSTON ST | BOSTON | MA | 02111 | NONE | UNDERPRIVILEGED | $1,000 |
| BRENNAN CENTER FOR JUSTICE | ||||||
| 120 BROADWAY SUITE 1750 | NEW YORK | NY | 10271 | NONE | EDUCATIONAL | $1,000 |
| BROOKLINE POLICE MUTUAL AID AS | ||||||
| 350 WASHINGTON ST | BROOKLINE | MA | 024456851 | NONE | UNDERPRIVELEGED | $1,000 |
| CALCULUS PROJECT | ||||||
| 168 POND STREET | RANDOLPH | MA | 02368 | NONE | EDUCATIONAL | $4,000 |
| CALVERT SCHOOL | ||||||
| 105 TUSCANY ROAD | BALTIMORE | MD | 21210 | NONE | ENVIRONMENTAL | $21,500 |
| CEBE | ||||||
| 447 MAIN STREET | NORWAY | ME | 04268 | NONE | EDUCATIONAL | $20,000 |
| CELEBRITY SERIES | ||||||
| 20 PARK PLAZA SUITE 1032 | BOSTON | MA | 02116 | NONE | ENVIRONMENTAL | $50,000 |
| CELEBRITY SERIES | ||||||
| 20 PARK PLAZA SUITE 1032 | BOSTON | MA | 02116 | NONE | EDUCATIONAL | $35,720 |
| CENTER FOR INQUIRY | ||||||
| PO BOX 741 | AMHERST | NY | 14226 | NONE | EDUCATIONAL | $1,000 |
| CENTER FOR WHOLE COMMUNITIES | ||||||
| PO BGOX 5483 | BURLINGTON | VT | 05402 | NONE | ENVIRONMENTAL | $1,500 |
| CENTRAL SQUARE THEATER | ||||||
| 450 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02139 | NONE | ENVIRONMENTAL | $6,000 |
| CHARITY NAVIGATOR | ||||||
| 299 MARKET STREET SUITE 250 | SADDLE BROOK | NJ | 07663 | NONE | ENVIRONMENTAL | $1,000 |
| COMM LAKES ASSN | ||||||
| PO BOX 91 | GREENWOOD | ME | 04255 | NONE | ENVIRONMENTAL | $1,500 |
| CONSERVATION LAW FON | ||||||
| 62 SUMMER ST | BOSTON | MA | 02110 | NONE | EDUCATIONAL | $1,500 |
| COURAGEOUS PARENTS NETWORK | ||||||
| 21 ROCHESTER ROAD | NEWTON | MA | 02458 | NONE | EDUCATIONAL | $2,000 |
| DARTMOUTH COLLEGE | ||||||
| 6066 DEVELOPMENT OFFICE | HANOVER | NH | 03755 | NONE | EDUCATIONAL | $500 |
| DEERWOOD FDN | ||||||
| PO BOX 1246 | BROOKLANDVILLE | MD | 21022 | NONE | EDUCATIONAL | $1,000 |
| DEFEND OUR HEALTH | ||||||
| 565 CONGRESS ST SUITE 204 | PORTLAND | ME | 04101 | NONE | ENVIRONMENTAL | $2,500 |
| DOCTORS WO BORDER | ||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | NONE | EDUCATIONAL | $1,500 |
| EARTH JUSTICE | ||||||
| 50 CALIFORNIA STREET SUITE 500 | SAN FRANCISCO | CA | 94111 | NONE | ENVIRONMENTAL | $2,500 |
| EDF ENVIRONMENTAL DEFENSE FUND | ||||||
| 18 TREMONT ST STE 850 | BOSTON | MA | 02108 | NONE | ENVIRONMENTAL | $2,500 |
| EXPONENT PHILANTHROPY | ||||||
| 1720 N STREET NW | WASHINGTON | DC | 20036 | NONE | EDUCATIONAL | $1,590 |
| FFRF | ||||||
| PO BOX 750 | MADISON | WI | 53701 | NONE | UNDERPRIVELEGED | $1,000 |
| FOREST SOCIETY OF MAINE | ||||||
| 115 FRANKLIN STREEET | BANGOR | ME | 04401 | NONE | ENVIRONMENTAL | $2,500 |
| FRIENDS OF OBG BURIAL GROUND | ||||||
| 226 DUDLEY STREET | BROOKLINE | MA | 02445 | NONE | ENVIRONMENTAL | $500 |
| FRIENDS OF THE EARTH | ||||||
| 1101 15TH STREET NW 11TH FLOOR | WASHINGTON | DC | 20005 | NONE | EDUCATIONAL | $1,500 |
| FRIENDS OF SMITHSONIAN | ||||||
| PO BOX 37012 MRC 712 | WASHINGTON | DC | 200137012 | NONE | EDUCATIONAL | $100 |
| GILEAD HISTORICAL SOCIETY | ||||||
| 14 DEPOT ST | GILEAD | ME | 04217 | NONE | EDUCATIONAL | $1,000 |
| GILMAN SCHOOL | ||||||
| 5407 ROLAND AVENUE | BALTIMORE | MD | 21210 | NONE | EDUCATIONAL | $25,000 |
| GREATER BOSTON FOOD BANK | ||||||
| 70 S BAY AVE | BOSTON | MA | 02118 | NONE | EDUCATIONAL | $1,000 |
| GREENWOOD HISTORICAL SOCIETY | ||||||
| PO BOX 141 | GREENWOOD | ME | 04255 | NONE | EDUCATIONAL | $1,000 |
| HOMELESS EMPOWERMENT | ||||||
| 1151 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02138 | NONE | UNDERPRIVILEGED | $1,500 |
| INSTITUTE FOR JUSTICE | ||||||
| 901 N GLEBE ROAD SUITE 900 | ARLINGTON | VA | 22203 | NONE | UNDERPRIVELEGED | $2,500 |
| LAKES ENVIRONMENTAL ASSOC | ||||||
| 230 MAIN STREET | BRIDGTON | ME | 04009 | NONE | EDUCATIONAL | $1,000 |
| LAND TR ALLNC | ||||||
| 1250 H STREET NW SUITE 600 | WASHINGTON | DC | 20005 | NONE | ENVIRONMENTAL | $5,000 |
| LENNY ZAKIM FUND | ||||||
| 33 ARCH STREET | BOSTON | MA | 02110 | NONE | EDUCATIONAL | $2,000 |
| LIVE & LET LIVE FARM | ||||||
| 20 PARADICE LN | CHICHESTER | NH | 03258 | NONE | ENVIRONMENTAL | $1,000 |
| M3DEXPERIENCES INC | ||||||
| 16753 BLACK RIVER DRIVE | NORTHVILLE | MI | 48168 | NONE | ADMINISTRATIVE | $1,800 |
| MAHOOSUC LAND TR | ||||||
| 162 N RD | BETHEL | ME | 04217 | NONE | EDUCATIONAL | $5,000 |
| MAINE COMM FON OXFORD CO | ||||||
| 150 KING STREET | OXFORD | ME | 04270 | NONE | ENVIRONMENTAL | $2,000 |
| MAINE ENVIRONMENTAL EDUCATION ASSOCIATION | ||||||
| PO BOX 413 | BRUNSWICK | ME | 04011 | NONE | EDUCATIONAL | $2,500 |
| MAINE FARMLAND TRUST | ||||||
| 97 MAIN ST | BELFAST | ME | 04915 | NONE | UNDERPRIVELEGED | $5,000 |
| MAINE PUBLIC | ||||||
| 323 MARGINAL WAY | PORTLAND | ME | 04101 | NONE | EDUCATIONAL | $1,500 |
| MAINE MINERAL & GEM MUSEUM | ||||||
| 99 MAIN ST | BETHEL | MA | 04217 | NONE | EDUCATIONAL | $3,217,323 |
| MAINE TREE FDN | ||||||
| 535 CIVIC CENTER DRIVE | AUGUSTA | ME | 04330 | NONE | EDUCATIONAL | $2,500 |
| MARION INST | ||||||
| 202 SPRING ST | MARION | MA | 02738 | NONE | MEDICAL | $1,500 |
| MASS HOUSING & SHELTER ALLIANC | ||||||
| 7 BULFINCH PL 201 | BOSTON | MA | 02114 | NONE | EDUCATIONAL | $2,000 |
| MASS LAND TRUST COALITION | ||||||
| 18 WOLBACH RD | SUDBURY | MA | 01776 | NONE | EDUCATIONAL | $5,000 |
| ME WOODLAND OWNERS | ||||||
| 8 MULLIKEN CT | AUGUSTA | ME | 04330 | NONE | RELIGIOUS | $1,500 |
| METEORITICAL SOCIETY | ||||||
| 294 TOREY PINES TER | DEL MAR | CA | 92014 | NONE | EDUCATIONAL | $1,500 |
| NATIONAL CENTER FOR FAMILY PHILANTHROPY | ||||||
| 1667 K STREET NW SUITE 350 | WASHINGTON | DC | 20006 | NONE | EDUCATIONAL | $1,500 |
| NATIONAL WILDLIFE FEDERATION | ||||||
| PO BOX 1583 | MERRIFIELD | VA | 221161583 | NONE | ENVIRONMENTAL | $1,000 |
| NATURAL RESOURCES COUNCIL OF M | ||||||
| 3 WADE ST | AUGUSTA | ME | 04330 | NONE | UNDERPRIVILEGED | $15,000 |
| NE FORESTRY FDN | ||||||
| 18 NORTH MAIN STREET SUITE 204 | CONCORD | NH | 03301 | NONE | UNDERPRIVELEGED | $5,000 |
| NEW LEARNING JOURNEY | ||||||
| 700 BRAGG HILL ROAD | WAITSFIELD | VT | 05673 | NONE | ENVIRONMENTAL | $5,000 |
| NORTHERN FOREST CTR | ||||||
| 18 NORTH MAIN STREET SUITE 204 | CONCORD | NH | 03301 | NONE | ENVIRONMENTAL | $5,000 |
| NORWAY HISTORICAL SOC | ||||||
| 471 MAIN STREET | NORWAY | ME | 04268 | NONE | EDUCATIONAL | $2,000 |
| OPEN SPACE INSTITUTE | ||||||
| 1370 BROADWAY 5TH FLOOR | NEW YORK | NY | 10018 | NONE | ENVIRONMENTAL | $1,000 |
| PARTNERS FOR YOUTH WITH DISABILITIES | ||||||
| 89 SOUTH ST SUITE 103 | BOSTON | MA | 02122 | NONE | EDUCATIONAL | $1,000 |
| PIONEER INST | ||||||
| 185 DEVONSHIRE ST | BOSTON | MA | 02110 | NONE | UNDERPRIVELEGED | $15,000 |
| PLAYWORKS | ||||||
| 1452 DORCHESTER AVE 4TH FLOOR | BOSTON | MA | 02122 | NONE | EDUCATIONAL | $5,000 |
| PROJECT OPPTY | ||||||
| 5107 S ADAMS ST | SEATTLE | WA | 98118 | NONE | UNDERPRIVELEGED | $1,000 |
| RIVER NETWORK | ||||||
| PO BOX 21387 | BOULDER | CO | 80308 | NONE | EDUCATIONAL | $1,000 |
| ROUND THE BEND FARM | ||||||
| 92 ALLEN NECK RD | SOUTH DARTMOUTH | MA | 02748 | NONE | EDUCATIONAL | $1,500 |
| SEVENPAIR STUDIOS | ||||||
| 8 CRAIG ROAD | HOLLAND | MA | 01521 | NONE | ADMINISTRATIVE | $25,914 |
| SOCIAL CAPITAL | ||||||
| 165 NEW BOSTON ST SUITE 233 | WOBURN | MA | 01801 | NONE | EDUCATIONAL | $1,000 |
| SOCIETY FOR SCIENCE & THE PUBL | ||||||
| 1719 N STREET NW | WASHINGTON | DC | 20036 | NONE | ENVIRONMENTAL | $1,000 |
| SOS BOSTON | ||||||
| 14 MANION RD | BOSTON | MA | 02136 | NONE | EDUCATIONAL | $5,000 |
| SOUTHERN POVERTY LAW | ||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | NONE | EDUCATIONAL | $1,000 |
| STONEHAM RESCUE SERVICE | ||||||
| 22 BUTTERS HILL ROAD | STONEHAM | ME | 04231 | NONE | PUBLIC SAFETY | $1,000 |
| STRAT FOR YOUTH | ||||||
| PO BOX 390174 | CAMBRIDGE | MA | 02139 | NONE | ENVIRONMENTAL | $60,000 |
| STRONG WOMEN STRONG GIRLS | ||||||
| 89 SOUTH STREET LL02 | BOSTON | MA | 02111 | NONE | UNDERPRIVILEGED | $1,500 |
| THE CONSERVATION FUND | ||||||
| 1655 N FORT MYER DR SUITE 1300 | ARLINGTON | VA | 22209 | NONE | ENVIRONMENTAL | $250,000 |
| THE WINSOR SCHOOL | ||||||
| 103 PILGRIM ROAD | BOSTON | MA | 02215 | NONE | EDUCATIONAL | $500 |
| TREE STREET YOUTH | ||||||
| 144 HOWE STREET | LEWISTON | ME | 04240 | NONE | ENVIRONMENTAL | $1,000 |
| TRUST FOR PUBLIC LAND | ||||||
| 6 BEACON ST SUITE 615 | BOSTON | MA | 02108 | NONE | ENVIRONMENTAL | $2,500 |
| UNION OF CONCERNED SCIENTISTS | ||||||
| 2 BRATTLE SQUARE | CAMBRIDGE | MA | 02138 | NONE | EDUCATIONAL | $1,000 |
| URBAN FARMING INST | ||||||
| 487 NORFOLK ST | MATTAPAN | MA | 02126 | NONE | EDUCATIONAL | $1,500 |
| UTEC | ||||||
| 35 WARREN ST | LOWELL | MA | 01852 | NONE | ENVIRONMENTAL | $1,500 |
| WAREHAM LAND TRUST | ||||||
| 219 MAIN ST E | WAREHAM | MA | 02571 | NONE | ENVIRONMENTAL | $11,510 |
| WAREHAM LIBRARY ASSOC FON | ||||||
| 59 MARION RD | WAREHAM | MA | 02571 | NONE | EDUCATIONAL | $1,000 |
| WATERFORD HISTORICAL SOCIETY | ||||||
| PO BOX 201 | WATERFORD | ME | 04088 | NONE | EDUCATIONAL | $1,000 |
| WATERSHED | ||||||
| 19 BRICK HILL RD | NEWCASTLE | ME | 04553 | NONE | ENVIRONMENTAL | $5,000 |
| WBUR | ||||||
| 890 COMMONWEALTH AVE | BROOKLINE | MA | 02215 | NONE | UNDERPRIVELEGED | $1,000 |
| WILDLANDS TRUST | ||||||
| 675 LONG POND ROAD | PLYMOUTH | MA | 02360 | NONE | UNDERPRIVELEGED | $1,000 |
| WOMENS LUNCH PL | ||||||
| 67 NEWBURY ST | BOSTON | MA | 02116 | NONE | EDUCATIONAL | $1,000 |
| ALAN DAY COMMUNITY GARDEN | ||||||
| 26 WHITMAN STREET | NORWAY | ME | 02468 | NONE | ENVIRONMENTAL | $1,000 |
| COMPACT OF CAPE COD | ||||||
| PO BOX 443 | BARSTABLE | MA | 02360 | NONE | ENVIRONMENTAL | $1,000 |
| MYASTHENIA GRAVIS FOUNDATION | ||||||
| 290 TURNPIKE ROAD SUITE 5-315 | WESTBOROUGH | MA | 01581 | NONE | EDUCATIONAL | $1,000 |
| WORLD WILDLIFE FUND | ||||||
| 1250 24TH ST NW | WASHINGTON | DC | 20037 | NONE | ENVIRONMENTAL | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,915,457 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,453,461 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,015,888 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,469,349 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,469,349 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | INVESTMENT INCOME |
| 8 | INVESTMENT INCOME |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | LAWRENCE P STIFLER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 CODMAN ROAD | AddressLine1Txt |
| City | BROOKLINE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02445 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $400,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $10,950 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,950 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MERRILL LYNCH | StockNm |
| EOY Book Value | $39,584,619 | EOYBookValueAmt |
| EOYFMV | $43,735,031 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LYME CONSERVATION OPPORTUNITIES FUND | AT COST | $236,010 | $243,099 |
| LYME FOREST FUND IV | AT COST | $906,572 | $1,265,774 |
| MEDIA INVESTMENTS | AT COST | $251,000 | $251,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSES | $265,250 | $265,250 | $0 |
| OTHER INVESTMENT EXPENSES | $75,373 | $75,373 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX | $86,980 | $0 | $86,980 |
| FOREIGN TAX | $10,392 | $10,392 | $0 |
| FILING FEE | $500 | $0 | $500 |
Comments