2023-08-31T11:35:33-04:00 2022-12-31 043073222 ABEL ROGERS & SULLIVAN 40 SHATTUCK RD SUITE 112 ANDOVER MA 01810 990PF 2022-01-01 046107991 ABBOT & DOROTHY H STEVENS FOUNDATION ABBO 9786887211 PO BOX 111 NORTH ANDOVER MA 01845 JOSHUA L MINER TRUSTEE 9786887211 2023-08-21 true JOSHUA MINER XXX-XX-XXXX false KEVIN A SULLIVAN P00001560 9789753919 2023-08-31 2022 2023-04-26 12:10:37Z X 23557149 X X 377514 377514 128588 3353964 128588 30208 29659 536310 535761 6500 6500 91756 91756 14916 14416 500 196014 87939 108075 309186 194111 115075 1319200 1319200 1628386 194111 1434275 -1092076 341650 22795 15020 15020 835052 1125408 1125408 14365193 14128727 16457506 7175443 6003443 5959215 22398483 21272598 23557149 67891 69582 67891 69582 X 22330592 21203016 22330592 21203016 22398483 21272598 22330592 -1092076 21238516 35500 21203016 PUBLICLY TRADED SECURITIES P 70752 99219 -28467 -28467 PUBLICLY TRADED SECURITIES P 3283212 3126157 157055 157055 128588 4749 4749 4749 33721 33721 28972 28972 false false false false false false false true true MA false false false false false true N/A JOSHUA L MINER 9786887211 PO BOX 111 NORTH ANDOVER MA 01845 false false false false 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 0 0 0 DEBORAH D PUTNAM 32 ARBOROUGH ROAD ROSLINDALE MA 02131 TRUSTEE 000.00 0 0 0 CHRISTOPHER W ROGERS 46 OCEAN STREET NAHANT MA 01908 TRUSTEE 000.00 0 0 0 NONE BROWN BROTHERS HARRIMAN 40 WATER STREET BOSTON MA 02110 INVESTMENT ADVI 91756 N/A 24260023 830003 0 25090026 25090026 376350 24713676 1235684 1235684 4749 4749 1230935 1230935 1230935 1434275 563021 1997296 1230935 710108 641012 792319 768434 593048 3504921 1997296 1230935 766361 4271282 0 710108 3561174 641012 792319 768434 593048 766361 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 02472 UNRELATED 501(C)(3) CHARITABLE PURPOSE 1319200 1319200 FAMILY SERVICES OF THE MERRIMACK VA 430 N CANAL STREET LAWRENCE MA 01840 UNRELATED 501(C)(3) RENOVATION TO 430 N. CANAL STREET PR 150000 LAWRENCE COMMUNITY WORKS 168 NEWBURY STREET LAWRENCE MA 01841 UNRELATED 501(C)(3) CAPITAL FUNDING FOR THE RELOCATION 100000 GREATER LAWRENCE COMMUNITY BOATING 1 EATON STREET LAWRENCE MA 01843 UNRELATED 501(C)(3) GENERAL OPERATING SUPPORT 15000 MERRIMACK RIVER WATERSHED COUNCIL 60 ISLAND STREET 246 LAWRENCE MA 01840 UNRELATED 501(C)(3) LAWRENCE PROGRAMMING AND EDUCATIONAL 30000 PINGREE SCHOOL FOR PREP PINGREE 537 HIGHLAND STREET SOUTH HAMILTON MA 01982 UNRELATED 501(C)3 FOR THE BENEFITS OF STUDENTS FROM LA 15000 INSTITUTE FOR NON-PROFIT PRACTICE 89 SOUTH ST SUITE LL02 BOSTON MA 02111 UNRELATED 501(C)3 LAWRENCE FELLOWSHIPS 70000 THEATRE ESPRESSO 43 BOYNTON STREET 1L JAMAICA PLAIN MA 02130 UNRELATED 501(C)3 LAWRENCE PERFORMANCES OF THE BREAD & 30000 410000 14 377514 18 29659 18 128588 CLASS ACTION PROCEEDS 1 BBH WEALTH STRATEGIES K-1S 1 549 407722 128588 536310 false false false false false false false false false false ACCOUNTING FEES 6500 6500 CORPORATE BONDS 6003443 5959215 CORPORATE EQUITIES 14128727 16457506 FEDERAL TAXES 35500 EXPENSES OFFICE EXPENSE 101800 101800 BBH K-1S 2% FLOOR DEDUCTIONS 87939 87939 DUES & SUBSCRIPTIONS 6275 6275 BBH K-1 ST CAPITAL GAIN -498533 -498533 BBH K-1 LT CAPITAL GAIN 528192 528192 BBH WEALTH STRATEGIES K-1S 549 BOND COST BASIS ADJUSTMENT 67891 69582 INVESTMENT EXPENSES 91756 91756 STATE FILING FEE 500 500 FOREIGN TAX 1173 1173 BBH K-1S FOREIGN TAX 13243 13243