2022-09-27T14:15:40-04:00 2021-12-31 043073222 ABEL ROGERS & SULLIVAN 40 SHATTUCK RD SUITE 112 ANDOVER MA 01810 990PF 2021-01-01 046107991 ABBOT & DOROTHY H STEVENS FOUNDATION ABBO 9786887211 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 28841591 X X 378041 378041 1108557 3318599 1108557 1190631 1187209 2677229 2673807 6060 6060 111848 111848 5 5 13190 12940 250 237235 123085 114150 368338 247878 120460 1453000 1453000 1821338 247878 1573460 855891 2425929 50604 22795 22795 806046 835052 835052 13522052 14365193 20425311 7419535 7175443 7558433 500000 22298237 22398483 28841591 783353 67891 783353 67891 X 21514884 22330592 21514884 22330592 22298237 22398483 21514884 855891 22370775 40183 22330592 PUBLICLY TRADED SECURITIES P 623211 549384 73827 73827 PUBLICLY TRADED SECURITIES P 2672096 1660658 1011438 1011438 1108557 73827 33720 33720 33720 32000 16000 48000 X 59 14221 14221 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 111848 N/A 28158044 616642 0 28774686 28774686 431620 28343066 1417153 1417153 33720 33720 1383433 1383433 1383433 1573460 403021 1976481 1383433 403124 710108 641012 792319 768434 3314997 1976481 1383433 593048 3908045 0 403124 3504921 710108 641012 792319 768434 593048 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 1453000 1453000 ELEVATED THOUGHT 17 UNION STREET 120 LAWRENCE MA 01840 UNRELATED 501(C)(3) SUPPORT FOR A MANAGEMENT PROFESSIONA 70000 ESSEX COUNTY COMMUNITY FOUNDATION 175 ANDOVER STREET 101 DANVERS MA 01923 UNRELATED 501(C)(3) DIGITAL EQUITY INITIATIVE 20000 LAWRENCE GENERAL HOSPITAL 1 GENERAL STREET LAWRENCE MA 01841 UNRELATED 501(C)(3) CARDIAC CATHETERIZATION LAB IMAGING 50000 SQUASHBUSTERS 795 COLUMBUS AVENUE BOSTON MA 02120 UNRELATED 501(C)(3) CAPITAL FOR THE CONSTRUCTION OF A YO 62500 202500 14 378041 18 1187209 18 23292 1085265 CLASS ACTION PROCEEDS 1 BBH WEALTH STRATEGIES K-1S 1 3422 1591964 1085265 2677229 false false false false false false false false false false ACCOUNTING FEES 6060 6060 CORPORATE BONDS 7175443 7558433 CORPORATE EQUITIES 14365193 20425311 BOND COST BASIS ADJUSTMENT DUE FROM BROKERS 500000 NONDEDUCTIBLE EXPENSE 1048 FEDERAL TAXES 39135 EXPENSES OFFICE EXPENSE 108000 108000 BBH K-1S 2% FLOOR DEDUCTIONS 123085 123085 DUES & SUBSCRIPTIONS 6150 6150 BBH K-1 ST CAPITAL GAIN 170350 170350 BBH K-1 LT CAPITAL GAIN 1016859 1016859 BBH WEALTH STRATEGIES K-1S 3422 BOND COST BASIS ADJUSTMENT 33353 67891 DUE TO BROKERS 750000 INVESTMENT EXPENSES 111848 111848 STATE FILING FEE 250 250 FOREIGN TAX 1033 1033 BBH K-1S FOREIGN TAX 11907 11907