2024-11-01T12:36:03-04:00 2023-12-31 043073222 ABEL ROGERS & SULLIVAN 40 SHATTUCK RD SUITE 112 ANDOVER MA 01810 990PF 2023-01-01 042236996 NATHANIEL & ELIZABETH P STEVENS FOUNDATION NATH PO BOX 111 NORTH ANDOVER MA 01845 JOSHUA L MINER TRUSTEE 9786887211 2024-10-17 true false KEVIN A SULLIVAN P00001560 9789753919 2024-11-01 2023 2024-10-15 13:58:12Z X 19756240 X X 358917 358917 100103 755421 100103 175641 -6803 634661 452217 80000 83013 8775 8775 72028 69528 2500 24917 11155 13762 18022 18022 83882 66493 17389 370637 147176 60448 1334750 1334750 1705387 147176 1395198 -1070726 305041 21138 20507 20507 964648 1103876 1103876 11038647 9938672 14001749 4569991 4462524 4630108 16823 16823 16594424 15525579 19756240 20942 22823 20942 22823 X 16573482 15502756 16573482 15502756 16594424 15525579 16573482 -1070726 15502756 15502756 PULBICLY TRADED SECURITIES P 36761 137520 -100759 -100759 PUBLICLY TRADED SECURITIES P 681571 417543 264028 264028 K-1 SHORT TERM CAPITAL LOSS P 100255 -100255 -100255 K-1 LONG TERM CAPITAL GAIN P 36313 36313 36313 100103 -201014 4240 4240 4240 22912 22912 18672 18672 false false false false false false false true true MA true false false false false true N/A JOSHUA L MINER 9786887211 PO BOX 111 NORTH ANDOVER MA 01845 false false false false true false false false false false false false false false false false false false false false false false JOSHUA L MINER 356 MAIN STREET BOXFORD MA 01921 TRUSTEE 000.00 80000 0 0 CHRISTOPHER W ROGERS 46 OCEAN STREET NAHANT MA 01908 TRUSTEE 000.00 0 0 0 EMILY A DONNAN 20 CENTRAL STREET WINCHESTER MA 01890 TRUSTEE 000.00 0 0 0 SANDRA CANNELLA ONE JOHNSON STREET NORTH ANDOVER MA 01845 OFFICE MANAG 000.00 83013 BROWN BROTHERS HARRIMAN 40 WATER STREET BOSTON MA 02110 INVESTMENT ADVI 69528 N/A 18483265 474199 0 18957464 18957464 284362 18673102 933655 933655 4240 4240 929415 929415 929415 1395198 163000 1558198 929415 329986 261129 462449 372727 607310 2033601 1558198 929415 628783 2662384 0 329986 2332398 261129 462449 372727 607310 628783 JOSHUA L MINER PO BOX 111 NORTH ANDOVER MA 01845 9786887211 SEE ATTACHED STATEMENT SEE ATTACHED STATEMENT SEE ATTACHED STATEMENT SEE ATTACHED SCHEDULE VARIOUS VARIOUS MA 01840 UNRELATED 501(C)(3) CHARITABLE PURPOSE 1334750 1334750 FOOD FOR THE WORLD 516 ESSEX STREET LAWRENCE MA 01841 UNRELATED 501(C)(3) OPERATING SUPPORT 20000 GIRL SCOUTS OF EASTERN MASSACHUSETT 265 BEAVER STREET WALTHAM MA 02452 UNRELATED 501(C)(3) EXPANSION OF PROGRAMMING IN LAWRENCE 30000 INTERNATIONAL BOOK FAIR PO BOX 291 LAWRENCE MA 01841 UNRELATED 501(C)3 OPERATING SUPPORT 15000 LAZARUS HOUSE PO BOX 408 LAWRENCE MA 01842 UNRELATED 501(C)3 OPERATING SUPPORT 40000 UNITED TEEN EQUALITY CENTER PO BOX 7066 LOWELL MA 01852 UNRELATED 501(C)3 JOB TRAINING AND EDUCATIONAL PROGRAM 25000 130000 14 358917 18 776 99327 BBH K-1 OTHER INCOME -6803 OFFICE SUPPORT 1 9900 SHARED OFFICE EXPENSE 1 108000 COMMONWEALTH OF MA 2022 CIT 1 64544 542137 92524 634661 11A THIS FOUNDATION SHARES OFFICE EXPENSES WITH ABBOT & DOROTHY H. STEVENS FOUNDATION. IT PAYS ALL THE COMMON EXPENSES AND HAS REFLECTED THESE EXPENSES IN TOTAL ON PART 1, LINE 13 TO 23. THE REIMBURSEMENT IS NECESSARY IN ORDER TO PROPERLY REFLECT THEIR SHARE OF THE COMMON EXPENSES AND IT IS AN ADJUSTMENT OF EXPENSE VERSUS INCOME. false false false false false false false false false false ACCOUNTING FEES 8775 8775 DELL COMPUTERS 2020-03-18 2689 2689 200DB 5.0000 4462524 4630108 9938672 14001749 16823 16823 EXPENSES BANK CHARGES 148 148 INSURANCE 2377 2377 OFFICE EXPENSE 4747 4747 PO BOX RENTAL 230 230 MAINTENANCE AGREEMENT 2394 2394 BBH K-1S 2% FLOOR DEDUCTIONS 66493 66493 DUES & SUBSCRIPTIONS 6400 6400 PAYROLL EXPENSE 1013 1013 TRAVEL 80 80 BBH K-1 OTHER INCOME -6803 -6803 OFFICE SUPPORT 9900 SHARED OFFICE EXPENSE 108000 COMMONWEALTH OF MA 2022 CITC 64544 BOND COST BASIS ADJUSTMENTS 20942 22823 INVESTMENT EXPENSES 69528 69528 OTHER PROFESSIONAL FEES 2500 2500 FOREIGN TAX 11155 11155 STATE FILING FEE 250 250 PAYROLL TAX 13512 13512