2022-09-27T09:55:09-04:00 2021-12-31 043073222 ABEL ROGERS & SULLIVAN 40 SHATTUCK RD SUITE 112 ANDOVER MA 01810 990PF 2021-01-01 042236996 NATHANIEL & ELIZABETH P STEVENS FOUNDATION NATH PO BOX 111 NORTH ANDOVER MA 01845 JOSHUA L MINER TRUSTEE 9786887211 2022-09-15 true JOSHUA MINER XXX-XX-XXXX KEVIN A SULLIVAN P00001560 9789753919 2022-09-27 2021 2022-09-23 18:48:47Z X 11998044 X X 300436 300436 870930 2496259 870930 1103352 919658 2274718 2091024 80000 78351 7770 7770 86763 86763 4 4 26583 9968 16615 17217 17217 107941 95387 12554 404629 192118 54160 1148150 1148150 1552779 192118 1202310 721939 1898906 17275 22899 22899 1041812 646988 646988 10435902 11159641 5370312 5830797 5781718 5957845 16823 16823 2689 2689 67338 17393124 17611246 11998044 500000 19693 500000 19693 X 16893124 17591553 16893124 17591553 17393124 17611246 16893124 721939 1000 17616063 24510 17591553 PUBLICLY TRADED SECURITIES P 459578 409481 50097 50097 PUBLICLY TRADED SECURITIES P 2015627 1215848 799779 799779 870930 50097 26395 26395 26395 20367 21000 41367 14972 14972 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 78351 BROWN BROTHERS HARRIMAN 40 WATER STREET BOSTON MA 02110 INVESTMENT ADVI 86763 N/A 22031622 577066 0 22608688 22608688 339130 22269558 1113478 1113478 26395 26395 1087083 1087083 1087083 1202310 257500 1459810 1087083 45813 273416 329986 261129 462449 1372793 1459810 1087083 372727 1745520 0 45813 1699707 273416 329986 261129 462449 372727 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 1148150 1148150 OUR NEIGHBOR'S TABLE 194 MAIN STREET AMESBURY MA 01913 UNRELATED 501(C)(3) CAPITAL TOWARDS THE CREATION OF THE 75000 SQUASHBUSTERS 795 COLUMBUS AVENUE BOSTON MA 02120 UNRELATED 501(C)(3) CAPITAL FOR THE CONSTRUCTION OF A YO 62500 137500 14 300436 18 916860 18 21054 849876 BBH K-1 OTHER INCOME 2798 OFFICE SUPPORT 1 9900 SHARED OFFICE EXPENSE 1 108000 COMMONWEALTH OF MA 2020 CIT 1 65794 1422044 852674 2274718 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 7770 7770 DELL COMPUTERS 2020-03-18 2689 2689 200DB 5.0000 5781718 5957845 11159641 5370312 16823 16823 2689 2689 BOND COST BASIS ADJUSTMENTS 67338 NONDEDUCTIBLE EXPENSE 646 2020 FEDERAL EXTENSION PAYMENT 23000 TAX PENALTY 864 EXPENSES BANK CHARGES INSURANCE 2255 2255 OFFICE EXPENSE 2791 2791 PO BOX RENTAL MAINTENANCE AGREEMENT 2508 2508 BBH K-1S 2% FLOOR DEDUCTIONS 95387 95387 DUES & SUBSCRIPTIONS 5000 5000 BBH K-1 ST CAPITAL GAIN(LOSS) 129689 129689 BBH K-1 LT CAPITAL GAIN(LOSS) 787171 787171 BBH K-1 OTHER INCOME 2798 2798 OFFICE SUPPORT 9900 SHARED OFFICE EXPENSE 108000 COMMONWEALTH OF MA 2020 CITC 65794 FEDERAL TAX REFUND 1000 DUE TO BROKERS 500000 BOND COST BASIS ADJUSTMENTS 19693 INVESTMENT EXPENSES 86763 86763 FOREIGN TAX 9968 9968 STATE FILING FEE 250 250 PAYROLL TAX 16365 16365