STIFLER FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- STIFLER FAMILY FOUNDATION (EIN 10-6001398)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2022-08-08
- IRS object ID
- 202212209349101706
- Schema version
- 2020v4.2
- 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 | 2022-08-08T13:50:40-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2022-08-08 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID BERTELETTI CPA | PreparerPersonNm |
| PTIN | P00157915 | PTIN |
| Phone | 7813283200 | PhoneNum |
| Preparation | 2022-08-08 | 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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $53,897,122 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $100,700 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $100,700 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,163,781 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $863,921 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $517,135 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $27,130,369 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $517,135 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,781,616 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,481,756 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $10,350 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,500 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $7,500 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $12,815 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $12,815 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $19,635 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $19,635 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $282,813 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $281,238 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,575 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $333,113 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $294,053 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $39,060 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,172,611 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,172,611 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,505,724 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $294,053 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,211,671 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$724,108 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,187,703 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Nts And Loans Rcvbl | $5,698,303 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $5,698,303 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $5,698,303 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $5,698,303 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $410,697 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $410,697 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $410,697 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $35,773,974 | CorporateStockBOYAmt |
| Corporate Stock EOY | $35,073,681 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $45,916,245 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,895,782 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,871,967 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,871,877 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $43,778,756 | TotalAssetsBOYAmt |
| Total Assets EOY | $43,054,648 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $53,897,122 | 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 | $43,778,756 | RetainedEarningBOYAmt |
| Retained Earning EOY | $43,054,648 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $43,778,756 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $43,054,648 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $43,778,756 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $43,054,648 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $43,778,756 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$724,108 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $43,054,648 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $43,054,648 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| ML 55R19 | P | $1,576,987 | $1,546,093 | $30,894 | $30,894 |
| ML 55R19 | P | $2,252,123 | $2,376,751 | -$124,628 | -$124,628 |
| ML 11049 | P | $5,310,182 | $5,643,156 | -$332,974 | -$332,974 |
| ML 11049 | P | $3,758,382 | $3,941,440 | -$183,058 | -$183,058 |
| ML 11250 | P | $2,609,647 | $2,960,354 | -$350,707 | -$350,707 |
| ML 11250 | P | $2,110,138 | $1,945,501 | $164,637 | $164,637 |
| ML 12568 | P | $1,662,443 | $1,569,900 | $92,543 | $92,543 |
| ML 12568 | P | $1,379,725 | $938,220 | $441,505 | $441,505 |
| ML 13689 | P | $1,112,674 | $1,107,604 | $5,070 | $5,070 |
| ML 13689 | P | $1,602,231 | $1,595,106 | $7,125 | $7,125 |
| ML 46533 | P | $1,313,643 | $1,379,108 | -$65,465 | -$65,465 |
| ML 46533 | P | $1,095,887 | $678,439 | $417,448 | $417,448 |
| ML 46535 | P | $224,033 | $250,000 | -$25,967 | -$25,967 |
| ML 46539 | P | $49,811 | $58,214 | -$8,403 | -$8,403 |
| ML 46539 | P | $596,205 | $623,348 | -$27,143 | -$27,143 |
| PARTNERSHIPS | P | $221 | $221 | $221 | |
| PARTNERSHIPS | P | $179,979 | $179,979 | $179,979 | |
| CAPITAL GAINS DIVIDENDS | P | $296,058 | $296,058 | $296,058 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $517,135 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,509 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $16,509 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $16,509 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,866 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $18,866 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $106 | EsPenaltyAmt |
| Overpayment | $2,251 | OverpaymentAmt |
| Applied To ES Tax | $2,251 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (2 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 |
| 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) |
|---|---|---|
| Description1 | LOANS TO MAINE MINERAL & GEM MUSEUM | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | INVESTMENT IN THE LYME CONSERVATION OPPORTUNITIES FUND | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $44,239,554 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $7,094,782 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $51,334,336 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $51,334,336 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $770,015 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $50,564,321 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,528,216 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,528,216 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,509 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,509 | TotalTaxAmt |
| Distributable Before Adj | $2,511,707 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,511,707 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,511,707 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,211,671 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,211,671 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,211,671 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,511,707 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $220,166 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $776,459 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $996,625 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,211,671 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,211,671 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $300,036 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $300,036 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $696,589 | 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 | $696,589 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $696,589 | 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 (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACTION GANG | |||||||
| PO BOX 7066 | LOWELL | MA | 01852 | NONE | CHARITABLE | UNDERPRIVILEGED | $1,000 |
| ALBANY IMPROVEMENT ASSOCIATION | |||||||
| PO BOX 1213 | BETHEL | ME | 04217 | NONE | CHARITABLE | UNDERPRIVELEGED | $1,000 |
| BETHEL HISTORIC SOCIETY | |||||||
| 10 BROAD STREET | BETHEL | ME | 04217 | NONE | CHARITABLE | EDUCATIONAL | $1,000 |
| BETHEL LIBRARY | |||||||
| 5 BROAD STREET | BETHEL | ME | 04217 | NONE | EDUCATIONAL | EDUCATIONAL | $1,000 |
| CALCULUS PROJECT | |||||||
| 168 POND STREET | RANDOLPH | MA | 02368 | NONE | EDUCATIONAL | EDUCATIONAL | $10,000 |
| CALVERT SCHOOL | |||||||
| 105 TUSCANY ROAD | BALTIMORE | MD | 21210 | NONE | EDUCATIONAL | EDUCATIONAL | $21,500 |
| CEBE | |||||||
| 447 MAIN STREET | NORWAY | ME | 04268 | NONE | ENVIRONMENTAL | ENVIRONMENTAL | $5,000 |
| CELEBRITY SERIES | |||||||
| 20 PARK SQUARE SUITE 1032 | BOSTON | MA | 02116 | NONE | CHARITABLE | EDUCATIONAL | $75,000 |
| COMM LAKES ASSN | |||||||
| PO BOX 91 | GREENWOOD | ME | 04255 | NONE | ENVIRONMENTAL | ENVIRONMENTAL | $1,000 |
| COURAGEOUS PARENTS NETWORK | |||||||
| 21 ROCHESTER ROAD | NEWTON | MA | 02458 | NONE | CHARITABLE | UNDERPRIVELEGED | $10,000 |
| DARTMOUTH COLLEGE | |||||||
| 6066 DEVELOPMENT OFFICE | HANOVER | NH | 03755 | NONE | EDUCATIONAL | EDUCATIONAL | $31,500 |
| DEERWOOD FDN | |||||||
| PO BOX 1246 | BROOKLANDVILLE | MD | 21022 | NONE | EDUCATIONAL | EDUCATIONAL | $2,000 |
| EARTH JUSTICE | |||||||
| 50 CALIFORNIA ST SUITE 500 | SAN FRANCISCO | CA | 94111 | NONE | ENVIRONMENTAL | ENVIRONMENTAL | $20,000 |
| EXPONENT PHILANTROPY | |||||||
| 1720 N STREET NW | WASHINGTON | DC | 20036 | NONE | EDUCATIONAL | EDUCATIONAL | $1,530 |
| FOREST SOCIETY OF MAINE | |||||||
| 115 FRANKLIN STREET | BANGOR | ME | 04401 | NONE | ENVIRONMENTAL | EDUCATIONAL | $5,000 |
| FRIENDS OF OLD BURIAL GROUNDS | |||||||
| 226 DUDLEY STREET | BROOKLINE | MA | 02445 | NONE | CHARITABLE | ENVIRONMENTAL | $250 |
| GILMAN SCHOOL | |||||||
| 5407 ROLAND AVENUE | BALTIMORE | MD | 21210 | NONE | EDUCATIONAL | EDUCATIONAL | $25,000 |
| GREENWOOD HISTORICAL SOCIETY | |||||||
| PO BOX 141 | GREENWOOD | ME | 04255 | NONE | CHARITABLE | EDUCATIONAL | $500 |
| INSTITUTE FOR JUSTICE | |||||||
| 901 N GLEBE ROAD SUITE 900 | ARLINGTON | VA | 22203 | NONE | UNDERPRIVELEGED | UNDERPRIVELEGED | $1,000 |
| LAKES ENVIRONMENTAL ASSN | |||||||
| 230 MAIN STREET | BRIDGTON | ME | 04009 | NONE | ENVIRONMENTAL | ENVIRONMENTAL | $500 |
| LENNY ZAKIM FUND | |||||||
| 33 ARCH STREET | BOSTON | MA | 02110 | NONE | UNDERPRIVELEGED | EDUCATIONAL | $1,500 |
| MAINE MINERAL & GEM MUSEUM | |||||||
| 99 MAIN STREET | BETHEL | ME | 04217 | NONE | EDUCATIONAL | EDUCATIONAL | $1,825,331 |
| MAINE PUBLIC BROADCASTING | |||||||
| 323 MARGINAL WAY | PORTLAND | ME | 04101 | NONE | EDUCATIONAL | EDUCATIONAL | $500 |
| MAINE TREE FDN | |||||||
| 535 CIVIC CENTER DRIVE | AUGUSTA | ME | 04330 | NONE | ENVIRONMENTAL | ENVIRONMENTAL | $2,500 |
| MASS AUDUBON | |||||||
| 208 SOUTH GREAT ROAD | LINCOLN | MA | 01773 | NONE | ENVIRONMENTAL | ENVIRONMENTAL | $5,000 |
| NEW LEARNING JOURNEY | |||||||
| 700 BRAGG HILL ROAD | WAITSFIELD | VT | 05673 | NONE | ENVIRONMENTAL | EDUCATIONAL | $5,000 |
| NORTHERN FOREST CENTER | |||||||
| 18 NORTH MAIN ST SUITE 204 | CONCORD | NH | 03301 | NONE | ENVIRONMENTAL | ENVIRONMENTAL | $17,500 |
| NORWAY HISTORICAL SOCIETY | |||||||
| 471 MAIN STREET | NORWAY | ME | 04268 | NONE | EDUCATIONAL | EDUCATIONAL | $500 |
| PLAYWORKS | |||||||
| 1452 DORCHESTER AVENUE 4TH FLOOR | BOSTON | MA | 02122 | NONE | EDUCATIONAL | EDUCATIONAL | $5,000 |
| RIGHT TURN | |||||||
| 440 ARSENAL STREET | WATERTOWN | MA | 02472 | NONE | CHARITABLE | ENVIRONMENTAL | $1,000 |
| SOCIAL INNOVATION FORUM | |||||||
| 2 OLIVER STREET | BOSTON | MA | 02109 | NONE | CHARITABLE | EDUCATIONAL | $15,000 |
| SOUTHERN POVERTY LAW | |||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | NONE | UNDERPRIVELEGED | UNDERPRIVELEGED | $1,000 |
| STRATEGY FOR YOUTH | |||||||
| PO BOX 390174 | CAMBRIDGE | MA | 02139 | NONE | UNDERPRIVELEGED | UNDERPRIVELEGED | $2,500 |
| TERRA CORP | |||||||
| 116 JOHN STREET | LOWELL | MA | 01852 | NONE | ENVIRONMENTAL | ENVIRONMENTAL | $75,000 |
| TREE STREET YOUTH | |||||||
| 144 HOWE STREET | LEWISTON | ME | 04240 | NONE | UNDERPRIVELEGED | UNDERPRIVELEGED | $1,000 |
| WINSOR SCHOOL | |||||||
| 103 PILGRIM ROAD | BOSTON | MA | 02215 | NONE | EDUCATIONAL | EDUCATIONAL | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,172,611 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $100,700 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,163,781 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $296,058 | ExclusionAmt |
| Related Or Exempt Function Incm | $221,077 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,560,539 | ExclusionAmt |
| Related Or Exempt Function Incm | $221,077 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,781,616 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INVESTMENT INCOME |
| 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 | BERTELETTI DESROCHERS | CategoryTxt |
| Amt | $10,350 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,350 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MERRILL LYNCH | StockNm |
| EOY Book Value | $35,073,681 | EOYBookValueAmt |
| EOYFMV | $45,916,245 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LYME CONSERVATION OPPORTUNITIES FUND | AT COST | $161,862 | $161,862 |
| LYME FOREST FUND IV | AT COST | $1,710,105 | $1,710,015 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSES | $281,238 | $281,238 | $0 |
| ASSOCIATION DUES | $1,575 | $0 | $1,575 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING | CategoryTxt |
| Amt | $7,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,500 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX | $19,135 | $0 | $19,135 |
| FILING FEE | $500 | $0 | $500 |
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