STIFLER FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- STIFLER FAMILY FOUNDATION (EIN 10-6001398)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202403209349104970
- Schema version
- 2023v5.1
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T13:33:58-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 | 2023-01-01 | 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 | 2024-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| 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 | 2024-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $54,675,831 | 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 | $1,902 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,552,696 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,489,164 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $802,181 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,167,126 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $802,181 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,356,779 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,291,345 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $63,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $63,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,875 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $11,875 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,650 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $5,650 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $89 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $89 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $60,032 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,032 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $50,000 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $4,193 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $4,193 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $308,237 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $308,237 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $453,576 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $318,358 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $135,218 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $996,229 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $996,229 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,449,805 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $318,358 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,131,447 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $906,974 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,972,987 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Nts And Loans Rcvbl | $6,812,363 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $4,564,545 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $6,812,363 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $6,812,363 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $194,227 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $194,227 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $194,227 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $39,584,619 | CorporateStockBOYAmt |
| Corporate Stock EOY | $38,065,838 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $46,097,722 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,393,582 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,571,519 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,571,519 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $45,736,973 | TotalAssetsBOYAmt |
| Total Assets EOY | $46,643,947 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $54,675,831 | 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 | $45,736,973 | RetainedEarningBOYAmt |
| Retained Earning EOY | $46,643,947 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $45,736,973 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $46,643,947 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $45,736,973 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $46,643,947 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $45,736,973 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $906,974 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $46,643,947 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $46,643,947 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| ML 11049 | P | $2,344,820 | $2,270,744 | $74,076 | $74,076 |
| ML 11049 | P | $73,498 | $74,537 | -$1,039 | -$1,039 |
| ML 11049 | P | $1,134,890 | $1,116,262 | $18,628 | $18,628 |
| ML 11250 | P | $1,010,821 | $1,070,189 | -$59,368 | -$59,368 |
| ML 11250 | P | $866,881 | $770,810 | $96,071 | $96,071 |
| ML 12568 | P | $450,074 | $471,830 | -$21,756 | -$21,756 |
| ML 12568 | P | $56,738 | $37,921 | $18,817 | $18,817 |
| ML 13689 | P | $124,528 | $120,687 | $3,841 | $3,841 |
| ML 19332 | P | $1,045,722 | $1,063,585 | -$17,863 | -$17,863 |
| ML 19332 | P | $430,363 | $347,915 | $82,448 | $82,448 |
| ML 46533 | P | $1,094,849 | $1,072,582 | $22,267 | $22,267 |
| ML 46533 | P | $1,324,119 | $1,080,087 | $244,032 | $244,032 |
| ML 46535 | P | $702,124 | $700,000 | $2,124 | $2,124 |
| ML 46539 | P | $273,441 | $163,800 | $109,641 | $109,641 |
| ML 11049 - CGD | P | $677 | $677 | $677 | |
| ML 11250 - CGD | P | $131 | $131 | $131 | |
| ML 12568 - CGD | P | $136 | $136 | $136 | |
| ML 13689 - CGD | P | $753 | $753 | $753 | |
| ML 19332 - CGD | P | $21,610 | $21,610 | $21,610 | |
| ML 46535 - CGD | P | $1,943 | $1,943 | $1,943 | |
| ML 46539 - CGD | P | $1,342 | $1,342 | $1,342 | |
| ML 55R19 - CGD | P | $161,880 | $161,880 | $161,880 | |
| PARTNERSHIPS | P | $3,996 | -$3,996 | -$3,996 | |
| PARTNERSHIPS | P | $45,786 | $45,786 | $45,786 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $802,181 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $27,425 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $27,425 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $27,425 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,747 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $80,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $85,747 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,158 | EsPenaltyAmt |
| Overpayment | $57,164 | OverpaymentAmt |
| Applied To ES Tax | $57,164 | 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 | $63,500 | $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 | $43,778,301 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $8,177,684 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $51,955,985 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $51,955,985 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $779,340 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $51,176,645 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,558,832 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,558,832 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $27,425 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $27,425 | TotalTaxAmt |
| Distributable Before Adj | $2,531,407 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,531,407 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,531,407 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,131,447 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,131,447 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,531,407 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $594,524 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $1,466,390 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,060,914 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,131,447 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,131,447 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $1,399,960 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,399,960 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $660,954 | 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 | $660,954 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $660,954 | ExcessFromYear1Amt |
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 (73 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACTORS GANG | ||||||
| 9070 VENICE BLVD | CULVER CITY | CA | 90232 | NONE | EDUCATIONAL | $2,160 |
| AMERICAN YOUTH TABLE TENNIS ORGANIZATION | ||||||
| 333 EAST 43RD STREET APT 105 | NEW YORK | NY | 10017 | NONE | EDUCATIONAL | $15,000 |
| BC PRISON EDUCATION PROGRAM | ||||||
| 140 COMMONWEALTH AVE | CHESTNUT HILL | MA | 02467 | NONE | EDUCATIONAL | $10,000 |
| BEDLAM | ||||||
| 603 WEST 115TH ST MAILBOX 130 | NEW YORK | NY | 100257722 | NONE | ENVIRONMENTAL | $20,000 |
| BETHEL AREA ARTS AND MUSIC | ||||||
| PO BOX 534 | BETHEL | ME | 04217 | NONE | EDUCATIONAL | $2,500 |
| BETHEL LIBRARY ASSOC | ||||||
| 5 BROAD STREET | BETHEL | ME | 04217 | NONE | ENVIRONMENTAL | $1,500 |
| BETHEL ROTARY CLUB FDN- XMAS CHILDREN | ||||||
| PO BOX 471 | BETHEL | ME | 04217 | NONE | UNDERPRIVILEGED | $1,000 |
| BOSTON RESCUE MISSION | ||||||
| 39 KINGSTON ST | BOSTON | MA | 02111 | NONE | UNDERPRIVILEGED | $1,000 |
| BUZZARDS BAY COALITION | ||||||
| 114 FRONT STREET | NEW BEDFORD | MA | 02740 | NONE | ENVIRONMENTAL | $20,000 |
| CEBE | ||||||
| 447 MAIN STREET | NORWAY | ME | 04268 | NONE | EDUCATIONAL | $10,000 |
| CELEBRITY SERIES OF BOSTON | ||||||
| 20 PARK PLAZA SUITE 1032 | BOSTON | MA | 02116 | NONE | ENVIRONMENTAL | $56,000 |
| CENTER FOR ARTS AT THE ARMORY | ||||||
| 191 HIGHLAND AVENUE | SOMERVILLE | MA | 02143 | NONE | EDUCATIONAL | $5,000 |
| CENTRAL SQUARE THEATER | ||||||
| 450 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02139 | NONE | ENVIRONMENTAL | $8,750 |
| CHARITY NAVIGATOR | ||||||
| 299 MARKET STREET SUITE 250 | SADDLE BROOK | NJ | 07663 | NONE | ENVIRONMENTAL | $500 |
| CHRISTMAS FOR FAMILIES | ||||||
| 158 BARKER ROAD | BETHEL | ME | 04217 | NONE | UNDERPRIVILEGED | $1,000 |
| CITIZENS FOR JUVENILE JUSTICE | ||||||
| 44 SCHOOL STREET SUITE 415 | BOSTON | MA | 02108 | NONE | ENVIRONMENTAL | $10,000 |
| COMMUNITY LAKES ASSOC | ||||||
| PO BOX 91 | GREENWOOD | ME | 04255 | NONE | ENVIRONMENTAL | $1,000 |
| COOLIDGE CORNER THEATER | ||||||
| 290 HARVARD STREET | BROOKLINE | MA | 02446 | NONE | EDUCATIONAL | $150,000 |
| DARTMOUTH COLLEGE | ||||||
| 6066 DEVELOPMENT OFFICE | HANOVER | NH | 03755 | NONE | EDUCATIONAL | $1,000 |
| FRIENDS OF THE SMITHSONIAN | ||||||
| PO BOX 37012 MRC 712 | WASHINGTON | DC | 200137012 | NONE | EDUCATIONAL | $150 |
| FUTURE CHEFS | ||||||
| 305 BLUE HILL AVENUE | BOSTON | MA | 02121 | NONE | EDUCATIONAL | $1,000 |
| GRAB THE TORCH | ||||||
| 163 WILLOW ROAD | NAHANT | MA | 01908 | NONE | EDUCATIONAL | $15,000 |
| 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 |
| HALE | ||||||
| 80 CARBY STREET | WESTWOOD | MA | 02090 | NONE | ENVIRONMENTAL | $2,500 |
| HOMELESS EMPOWERMENT PROJECT | ||||||
| 1151 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02138 | NONE | UNDERPRIVILEGED | $5,000 |
| INNER CITY WEIGHTLIFTING | ||||||
| PO BOX 171313 | BOSTON | MA | 02117 | NONE | UNDERPRIVILEGED | $2,000 |
| INSTITUTE FOR JUSTICE | ||||||
| 901 N GLEBE ROAD SUITE 900 | ARLINGTON | VA | 22203 | NONE | UNDERPRIVELEGED | $1,500 |
| LAKES ENVIRONMENTAL ASSOC | ||||||
| 230 MAIN STREET | BRIDGTON | ME | 04009 | NONE | ENVIRONMENTAL | $1,000 |
| LAND TRUST ALLIANCE | ||||||
| 1250 H STREET NW SUITE 600 | WASHINGTON | DC | 20005 | NONE | ENVIRONMENTAL | $10,000 |
| LENNY ZAKIM FUND | ||||||
| 33 ARCH STREET | BOSTON | MA | 02110 | NONE | EDUCATIONAL | $1,000 |
| LUPUS FOUNDATION OF AMERICA | ||||||
| 2121 K STREET NW SUITE 200 | WASHINGTON | DC | 20037 | NONE | EDUCATIONAL | $1,000 |
| M3D EXPERIENCES INC | ||||||
| 16753 BLACK RIVER DRIVE | NORTHVILLE | MI | 48168 | NONE | ADMINISTRATIVE | $800 |
| MAHOOSUC LAND TRUST | ||||||
| 162 NORTH RD | BETHEL | ME | 04217 | NONE | ENVIRONMENTAL | $1,000 |
| MAINE FARMLAND TRUST | ||||||
| 97 MAIN ST | BELFAST | ME | 04915 | NONE | UNDERPRIVELEGED | $2,500 |
| MAINE PUBLIC | ||||||
| 323 MARGINAL WAY | PORTLAND | ME | 04101 | NONE | EDUCATIONAL | $1,000 |
| MAINE TREE FDN | ||||||
| 535 CIVIC CENTER DRIVE | AUGUSTA | ME | 04330 | NONE | ENVIRONMENTAL | $2,500 |
| MASS ADOPTION RESOURCE EXCHANGE | ||||||
| 19 NEEDHAM STREET SUITE 206 | NEWTON | MA | 02461 | NONE | UNDERPRIVILEGED | $1,000 |
| MASS AUDUBON | ||||||
| 208 SGREAT ROAD | LINCOLN | MA | 01773 | NONE | ENVIRONMENTAL | $5,000 |
| MASS LAND TRUST COALITION | ||||||
| 18 WOLBACH RD | SUDBURY | MA | 01776 | NONE | EDUCATIONAL | $20,000 |
| MUSEUMS OF BETHEL HISTORICAL SOCIETY | ||||||
| 10 BROAD STREET | BETHEL | ME | 04217 | NONE | EDUCATIONAL | $1,500 |
| MYASTHENIA GRAVIS FOUNDATION OF AMERICA | ||||||
| 290 TURNPIKE ROAD SUITE 5-315 | WESTBOROUGH | MA | 01581 | NONE | EDUCATIONAL | $1,000 |
| NE GRASSROOTS ENVIRONMENTAL FUND | ||||||
| 55 MAIN STREET 128 | NEWMARKET | NH | 03857 | NONE | ENVIRONMENTAL | $1,000 |
| NEW BEDFORD SYMPHONY ORCHESTRA - MLEW | ||||||
| 128 UNION ST SUITE 204 | NEW BEDFORD | MA | 02740 | NONE | ENVIRONMENTAL | $2,500 |
| NEW BEGINNINGS REENTRY SERVICES INC | ||||||
| 55 ROXBURY STREET | ROXBURY | MA | 02119 | NONE | UNDERPRIVELEGED | $10,000 |
| NORTHERN FOREST CENTER | ||||||
| 18 NORTH MAIN STREET SUITE 204 | CONCORD | NH | 03301 | NONE | ENVIRONMENTAL | $52,500 |
| NORWAY HISTORICAL SOCIETY | ||||||
| 471 MAIN STREET | NORWAY | ME | 04268 | NONE | EDUCATIONAL | $1,000 |
| OGLALA LAKOTA COLLEGE | ||||||
| 490 PIYA WICONI ROAD | KYLE | SD | 57752 | NONE | EDUCATIONAL | $5,000 |
| PARTAKERS | ||||||
| 230 CENTRAL STREET | AUBURNDALE | MA | 02466 | NONE | EDUCATIONAL | $2,000 |
| PARTNERS FOR YOUTH WITH DISABILITIES | ||||||
| 89 SOUTH ST SUITE 103 | BOSTON | MA | 02122 | NONE | EDUCATIONAL | $5,000 |
| PIONEER INSTITUTE | ||||||
| 185 DEVONSHIRE ST | BOSTON | MA | 02110 | NONE | UNDERPRIVELEGED | $10,000 |
| PLANNED PARENTHOOD OF MASSACHUSETTS | ||||||
| 1055 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | NONE | EDUCATIONAL | $5,000 |
| PROPUBLICA | ||||||
| 155 AVENUE OF THE AMERICAS | NEW YORK | NY | 10013 | NONE | EDUCATIONAL | $1,000 |
| RIGHT TRUN | ||||||
| 440 ARSENAL STREET | WATERTOWN | MA | 02472 | NONE | EDUCATIONAL | $2,000 |
| SOCIAL INNOVATION FORUM | ||||||
| 2 OLIVER STREET SUITE 802 | BOSTON | MA | 02109 | NONE | EDUCATIONAL | $10,000 |
| SOS BOSTON | ||||||
| 14 MANION RD | BOSTON | MA | 02136 | NONE | EDUCATIONAL | $9,500 |
| STRATEGIES FOR YOUTH | ||||||
| PO BOX 390174 | CAMBRIDGE | MA | 02139 | NONE | ENVIRONMENTAL | $23,179 |
| THE CALCULUS PROJECT | ||||||
| 168 POND STREET | RANDOLPH | MA | 02368 | NONE | EDUCATIONAL | $20,000 |
| THE COMPACT OF CAPE COD CONSERVATION TRUSTS INC | ||||||
| 3220 MAIN STREET | BARNSTABLE | MA | 02630 | NONE | ENVIRONMENTAL | $1,000 |
| THE CONSERVATION FUND | ||||||
| 1655 N FORT MYER DR SUITE 1300 | ARLINGTON | VA | 22209 | NONE | ENVIRONMENTAL | $350,000 |
| THE RIVER FUND | ||||||
| 8 STATION PLACE | BETHEL | ME | 04271 | NONE | EDUCATIONAL | $10,000 |
| TRANSFORMATIONAL PRISON PROJECT | ||||||
| 50 MILK STREET 16TH FLOOR | BOSTON | MA | 02110 | NONE | UNDERPRIVILEGED | $5,000 |
| TREE STREET YOUTH | ||||||
| 144 HOWE STREET | LEWISTON | ME | 04240 | NONE | ENVIRONMENTAL | $2,500 |
| TUFTS UNIVERSITY HEALTH & NUTRITION LETTER | ||||||
| PO BOX 8535 | BIG SANDY | TX | 75775 | NONE | ADMINISTRATIVE | $50 |
| U MAINE 4-H FOUNDATION | ||||||
| 15 ESTABROOKE DRIVE ROOM 400 | ORON | ME | 04469 | NONE | EDUCATIONAL | $250 |
| URBAN FARMING INSTITUTE | ||||||
| 487 NORFOLK ST | MATTAPAN | MA | 02126 | NONE | EDUCATIONAL | $5,000 |
| UTEC | ||||||
| 35 WARREN ST | LOWELL | MA | 01852 | NONE | ENVIRONMENTAL | $1,000 |
| WAREHAM LAND TRUST | ||||||
| 219 MAIN ST E | WAREHAM | MA | 02571 | NONE | ENVIRONMENTAL | $62,890 |
| WILDLANDS TRUST | ||||||
| 675 LONG POND ROAD | PLYMOUTH | MA | 02360 | NONE | UNDERPRIVELEGED | $1,000 |
| WINSOR SCHOOL | ||||||
| 103 PILGRIM ROAD | BOSTON | MA | 02215 | NONE | EDUCATIONAL | $1,000 |
| WWF | ||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 20037 | NONE | ENVIRONMENTAL | $500 |
| ROTARY CLUB OF BETHEL ME XMAS FOR CHILDREN | ||||||
| PO BOX 471 | BETHEL | ME | 04217 | NONE | UNDERPRIVELEGED | $500 |
| YOUNG MAN WITH A PLAN | ||||||
| 885 RIVER STREET | HYDE PARK | MA | 02136 | NONE | UNDERPRIVILEGED | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $996,229 | 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 | $1,552,696 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $802,181 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,354,877 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,354,877 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $11,875 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,875 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MERRILL LYNCH | StockNm |
| EOY Book Value | $38,065,838 | EOYBookValueAmt |
| EOYFMV | $46,097,722 | 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 | $447,200 | $447,200 |
| LYME FOREST FUND IV | AT COST | $873,319 | $873,319 |
| 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 | $205,107 | $205,107 | $0 |
| OTHER INVESTMENT EXPENSES | $103,130 | $103,130 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING | CategoryTxt |
| Amt | $5,650 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,650 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX | $50,000 | $0 | $50,000 |
| FOREIGN TAX | $10,032 | $10,032 | $0 |
Comments