STIFLER FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- STIFLER FAMILY FOUNDATION (EIN 10-6001398)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202213199349109506
- Schema version
- 2021v4.2
- 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
- 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 | 2022-11-15T17:37:49-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-11-15 | 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 | MICHAEL R DESROCHERS CPA | PreparerPersonNm |
| PTIN | P00447691 | PTIN |
| Phone | 7813283200 | PhoneNum |
| Preparation | 2022-11-15 | 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 | 2021 | 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 | $63,257,646 | 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 |
| Dividends Rev And Expnss | $1,651,623 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,609,884 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,887,632 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $16,097,815 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,887,632 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $6,539,255 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,497,516 | 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 |
| Other Prof Fees Rev And Expnss | $40,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $40,000 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $6,730 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $6,730 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $24,851 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $24,851 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $614,587 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $614,587 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $686,168 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $621,317 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $64,851 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,647,209 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,647,209 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,333,377 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $621,317 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,712,060 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,205,878 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,876,199 | 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 | $35,073,681 | CorporateStockBOYAmt |
| Corporate Stock EOY | $38,276,362 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $55,275,080 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,871,967 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,875,164 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,873,566 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $43,054,648 | TotalAssetsBOYAmt |
| Total Assets EOY | $46,260,526 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $63,257,646 | 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 | $43,054,648 | RetainedEarningBOYAmt |
| Retained Earning EOY | $46,260,526 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $43,054,648 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $46,260,526 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $43,054,648 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $46,260,526 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $43,054,648 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,205,878 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $46,260,526 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $46,260,526 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MERRILL X11049 | P | $296,787 | $230,437 | $66,350 | $66,350 |
| MERRILL X11049 | P | $2,209,394 | $1,560,383 | $649,011 | $649,011 |
| MERRILL X11049 | P | $189,746 | $189,746 | $189,746 | |
| MERRILL X55R19 | P | $905,804 | $806,359 | $99,445 | $99,445 |
| MERRILL X55R19 | P | $1,340,308 | $790,870 | $549,438 | $549,438 |
| MERRILL X55R19 - TC PIPELINES | P | $256,371 | $250,782 | $5,589 | $5,589 |
| MERRILL X55R19 | P | $306,616 | $306,616 | $306,616 | |
| MERRILL X11250 | P | $666,290 | $616,490 | $49,800 | $49,800 |
| MERRILL X11250 | P | $445,782 | $318,943 | $126,839 | $126,839 |
| MERRILL X11250 | P | $607 | $607 | $607 | |
| MERRILL X12568 | P | $1,670,806 | $1,568,127 | $102,679 | $102,679 |
| MERRILL X12568 | P | $1,521,708 | $736,219 | $785,489 | $785,489 |
| MERRILL X13689 | P | $49,502 | $47,519 | $1,983 | $1,983 |
| MERRILL X13689 | P | $240,364 | $225,324 | $15,040 | $15,040 |
| MERRILL X13689 | P | $1,820 | $1,820 | $1,820 | |
| MERRILL X46533 | P | $1,962,682 | $1,844,031 | $118,651 | $118,651 |
| MERRILL X46533 | P | $2,123,142 | $820,680 | $1,302,462 | $1,302,462 |
| MERRILL X46533 | P | $23,928 | $23,928 | $23,928 | |
| MERRILL X46535 | P | $953,732 | $800,000 | $153,732 | $153,732 |
| MERRILL X46539 | P | $95,833 | $97,077 | -$1,244 | -$1,244 |
| MERRILL X46539 | P | $779,130 | $496,942 | $282,188 | $282,188 |
| THE LYME FOREST FUND IV | P | $57,463 | $57,463 | $57,463 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,887,632 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $81,679 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $81,679 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $81,679 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,800 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $75,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $91,800 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $101 | EsPenaltyAmt |
| Overpayment | $10,020 | OverpaymentAmt |
| Applied To ES Tax | $10,020 | 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 | $50,815,485 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $7,982,565 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $58,798,050 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $58,798,050 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $881,971 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $57,916,079 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,895,804 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,895,804 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $81,679 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $81,679 | TotalTaxAmt |
| Distributable Before Adj | $2,814,125 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,814,125 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,814,125 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,712,060 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,712,060 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,814,125 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $696,589 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $696,589 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,712,060 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,712,060 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $102,065 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $102,065 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $594,524 | 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 | $594,524 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $594,524 | ExcessFromYear2Amt |
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 (93 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALBANY IMPROVEMENT ASSOCIATION | |||||||
| PO BOX 1213 | BETHEL | ME | 04217 | NONE | PUBLIC | EDUCATIONAL | $3,000 |
| AVIAN HAVEN | |||||||
| 418 N PALERMO RD | FREEDOM | ME | 04941 | NONE | PUBLIC | UNDERPRIVELEGED | $5,000 |
| BAAM | |||||||
| 1875 CONNECTICUT AVE NW 10TH FLOOR | WASHINGTON | DC | 20009 | NONE | PUBLIC | EDUCATIONAL | $6,000 |
| BEDLAM | |||||||
| 603 WEST 115TH ST MAILBOX 130 | NEW YORK | NY | 100257722 | NONE | PUBLIC | ENVIRONMENTAL | $1,000 |
| BETHEL HISTORICAL SOCIETY | |||||||
| 10 BROAD STREET | BETHEL | ME | 04217 | NONE | PUBLIC | PUBLIC SAFETY | $2,500 |
| BETHEL HISTORICAL SOCIETY | |||||||
| 10 BROAD STREET | BETHEL | ME | 04217 | NONE | PUBLIC | ENVIRONMENTAL | $1,000 |
| BETHEL LIBRARY | |||||||
| 5 BROAD STREET | BETHEL | ME | 04217 | NONE | PUBLIC | ENVIRONMENTAL | $1,500 |
| BOSTON CASA | |||||||
| 85 MERRIMAC ST 401 | BOSTON | MA | 02114 | NONE | PUBLIC | UNDERPRIVELEGED | $1,000 |
| BOSTON RESCUE MISSION | |||||||
| 39 KINGSTON ST | BOSTON | MA | 02111 | NONE | PUBLIC | UNDERPRIVILEGED | $1,000 |
| BOYS & GIRLS CLUB OF WAREHAM | |||||||
| 166 JENNEY ST | NEW BEDFORD | MA | 02740 | NONE | PUBLIC | EDUCATIONAL | $1,000 |
| BRENNAN CENTER FOR JUSTICE | |||||||
| 120 BROADWAY SUITE 1750 | NEW YORK | NY | 10271 | NONE | PUBLIC | EDUCATIONAL | $1,000 |
| BROOKLINE POLICE MUTUAL AID AS | |||||||
| 350 WASHINGTON ST | BROOKLINE | MA | 024456851 | NONE | PUBLIC | UNDERPRIVELEGED | $500 |
| CALCULUS PROJECT | |||||||
| 168 POND STREET | RANDOLPH | MA | 02368 | NONE | PUBLIC | EDUCATIONAL | $5,250 |
| CALVERT SCHOOL | |||||||
| 105 TUSCANY ROAD | BALTIMORE | MD | 21210 | NONE | PUBLIC | ENVIRONMENTAL | $21,500 |
| CEBE | |||||||
| 447 MAIN STREET | NORWAY | ME | 04268 | NONE | PUBLIC | EDUCATIONAL | $5,000 |
| CELEBRITY SERIES | |||||||
| 20 PARK PLAZA SUITE 1032 | BOSTON | MA | 02116 | NONE | PUBLIC | ENVIRONMENTAL | $50,000 |
| CELEBRITY SERIES | |||||||
| 20 PARK PLAZA SUITE 1032 | BOSTON | MA | 02116 | NONE | PUBLIC | EDUCATIONAL | $25,000 |
| CENTRAL SQUARE THEATER | |||||||
| 450 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02139 | NONE | PUBLIC | ENVIRONMENTAL | $1,000 |
| CHARITY NAVIGATOR | |||||||
| 299 MARKET STREET SUITE 250 | SADDLE BROOK | NJ | 07663 | NONE | PUBLIC | ENVIRONMENTAL | $2,500 |
| COALITION FOR BUZZARDS BAY | |||||||
| 114 FRONT ST | NEW BEDFORD | MA | 02740 | NONE | PUBLIC | ENVIRONMENTAL | $246,500 |
| CONSERVATION LAW FON | |||||||
| 62 SUMMER ST | BOSTON | MA | 02110 | NONE | PUBLIC | EDUCATIONAL | $1,000 |
| COOLIDGE CORNER THEATER FOUNDATION | |||||||
| 290 HARVARD ST | BROOKLINE | MA | 02446 | NONE | PUBLIC | EDUCATIONAL | $150,000 |
| COOLIDGE CORNER THEATRE | |||||||
| 290 HARVARD ST | BROOKLINE | MA | 02446 | NONE | PUBLIC | EDUCATIONAL | $2,500 |
| COURAGEOUS PARENTS NETWORK | |||||||
| 21 ROCHESTER ROAD | NEWTON | MA | 02458 | NONE | PUBLIC | EDUCATIONAL | $2,500 |
| DARTMOUTH COLLEGE | |||||||
| 6066 DEVELOPMENT OFFICE | HANOVER | NH | 03755 | NONE | PUBLIC | EDUCATIONAL | $500 |
| DARTMOUTH COLLEGE | |||||||
| 6066 DEVELOPMENT OFFICE | HANOVER | NH | 03755 | NONE | PUBLIC | EDUCATIONAL | $50,000 |
| DARTMOUTH COLLEGE | |||||||
| 6066 DEVELOPMENT OFFICE | HANOVER | NH | 03755 | NONE | PUBLIC | EDUCATIONAL | $5,000 |
| DOCTORS WO BORDER | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | NONE | PUBLIC | EDUCATIONAL | $1,000 |
| EARTH JUSTICE | |||||||
| 50 CALIFORNIA STREET SUITE 500 | SAN FRANCISCO | CA | 94111 | NONE | PUBLIC | ENVIRONMENTAL | $2,500 |
| EDF ENVIRONMENTAL DEFENSE FUND | |||||||
| 18 TREMONT ST STE 850 | BOSTON | MA | 02108 | NONE | PUBLIC | ENVIRONMENTAL | $2,500 |
| FACING HISTORY & OURSELVES | |||||||
| 16 HURD RD | BROOKLINE | MA | 02445 | NONE | PUBLIC | EDUCATION | $1,000 |
| FAMILY PROMISE METROWEST | |||||||
| 6 MULLIGAN ST | NATICK | MA | 01760 | NONE | PUBLIC | ENVIRONMENTAL | $1,000 |
| FFRF | |||||||
| PO BOX 750 | MADISON | WI | 53701 | NONE | PUBLIC | UNDERPRIVELEGED | $1,000 |
| FRIENDS OF OBG BURIAL GROUND | |||||||
| 226 DUDLEY STREET | BROOKLINE | MA | 02445 | NONE | PUBLIC | ENVIRONMENTAL | $500 |
| FRIENDS OF THE EARTH | |||||||
| 1101 15TH STREET NW 11TH FLOOR | WASHINGTON | DC | 20005 | NONE | PUBLIC | EDUCATIONAL | $1,500 |
| GILEAD HISTORICAL SOCIETY | |||||||
| 14 DEPOT ST | GILEAD | ME | 04217 | NONE | PUBLIC | EDUCATIONAL | $1,000 |
| GILMAN SCHOOL | |||||||
| 5407 ROLAND AVENUE | BALTIMORE | MD | 21210 | NONE | PUBLIC | EDUCATIONAL | $25,000 |
| GREATER BOSTON FOOD BANK | |||||||
| 70 S BAY AVE | BOSTON | MA | 02118 | NONE | PUBLIC | EDUCATIONAL | $1,000 |
| GREENWOOD HISTORICAL SOCIETY | |||||||
| PO BOX 141 | GREENWOOD | ME | 04255 | NONE | PUBLIC | UNDERPRIVELEGED | $1,000 |
| HTE COMPACT | |||||||
| PO BOX 819 | PROVINCETOWN | MA | 02657 | NONE | PUBLIC | UNDERPRIVELEGED | $1,000 |
| INSTITUTE FOR JUSTICE | |||||||
| 901 N GLEBE ROAD SUITE 900 | ARLINGTON | VA | 22203 | NONE | PUBLIC | UNDERPRIVELEGED | $2,000 |
| LAKES ENVIRONMENTAL ASSOC | |||||||
| 230 MAIN STREET | BRIDGTON | ME | 04009 | NONE | PUBLIC | EDUCATIONAL | $1,000 |
| LAND TR ALLNC | |||||||
| 1250 H STREET NW SUITE 600 | WASHINGTON | DC | 20005 | NONE | PUBLIC | ENVIRONMENTAL | $2,500 |
| LENNY ZAKIM FUND | |||||||
| 33 ARCH STREET | BOSTON | MA | 02110 | NONE | PUBLIC | EDUCATIONAL | $2,000 |
| LIVE & LET LIVE FARM | |||||||
| 20 PARADICE LN | CHICHESTER | NH | 03258 | NONE | PUBLIC | ENVIRONMENTAL | $1,000 |
| MAHOOSUC LAND TR | |||||||
| 162 N RD | BETHEL | ME | 04217 | NONE | PUBLIC | EDUCATIONAL | $1,000 |
| MAINE 4H | |||||||
| 491 COLLEGE AVE | ORONO | ME | 04473 | NONE | PUBLIC | EDUCATIONAL | $116,000 |
| MAINE 4H FON | |||||||
| YORK COMPLEX 1 | ORONO | ME | 04469 | NONE | PUBLIC | ENVIRONMENTAL | $1,500 |
| MAINE COMM FON OXFORD CO | |||||||
| 150 KING STREET | OXFORD | ME | 04270 | NONE | PUBLIC | ENVIRONMENTAL | $2,000 |
| MAINE FARMLAND TRUST | |||||||
| 97 MAIN ST | BELFAST | ME | 04915 | NONE | PUBLIC | UNDERPRIVELEGED | $3,000 |
| MAINE PUBLIC | |||||||
| 323 MARGINAL WAY | PORTLAND | ME | 04101 | NONE | PUBLIC | EDUCATIONAL | $1,000 |
| MAINE MINERAL & GEM MUSEUM | |||||||
| 99 MAIN ST | BETHEL | MA | 04217 | NONE | PUBLIC | EDUCATIONAL | $1,746,079 |
| MAINE TREE FDN | |||||||
| 535 CIVIC CENTER DRIVE | AUGUSTA | ME | 04330 | NONE | PUBLIC | EDUCATIONAL | $2,500 |
| MARION INST | |||||||
| 202 SPRING ST | MARION | MA | 02738 | NONE | PUBLIC | MEDICAL | $1,000 |
| MASS AUDUBON | |||||||
| 208 SOUTH GREAT ROAD | LINCOLN | MA | 01773 | NONE | PUBLIC | ENVIRONMENTAL | $5,000 |
| MASS HOUSING & SHELTER ALLIANC | |||||||
| 7 BULFINCH PL 201 | BOSTON | MA | 02114 | NONE | PUBLIC | EDUCATIONAL | $1,000 |
| MASS LAND TRUST COALITION | |||||||
| 18 WOLBACH RD | SUDBURY | MA | 01776 | NONE | PUBLIC | EDUCATIONAL | $1,000 |
| ME WOODLAND OWNERS | |||||||
| 8 MULLIKEN CT | AUGUSTA | ME | 04330 | NONE | PUBLIC | RELIGIOUS | $500 |
| NATURAL RESOURCES COUNCIL OF M | |||||||
| 3 WADE ST | AUGUSTA | ME | 04330 | NONE | PUBLIC | UNDERPRIVILEGED | $10,000 |
| NE FORESTRY FDN | |||||||
| 18 NORTH MAIN STREET SUITE 204 | CONCORD | NH | 03301 | NONE | PUBLIC | UNDERPRIVELEGED | $5,000 |
| NEW BEDFORD SYMPHONY | |||||||
| 128 UNION ST SUITE 204 | NEW BEDFORD | MA | 02740 | NONE | PUBLIC | EDUCATIONAL | $5,000 |
| NORTHERN FOREST CTR | |||||||
| 18 NORTH MAIN STREET SUITE 204 | CONCORD | NH | 03301 | NONE | PUBLIC | ENVIRONMENTAL | $2,500 |
| NORWAY HISTORICAL SOC | |||||||
| 471 MAIN STREET | NORWAY | ME | 04268 | NONE | PUBLIC | EDUCATIONAL | $1,000 |
| PINE STREET INN | |||||||
| 444 HARRISON AVE | BOSTON | MA | 02118 | NONE | PUBLIC | ENVIRONMENTAL | $1,000 |
| PIONEER INST | |||||||
| 185 DEVONSHIRE ST | BOSTON | MA | 02110 | NONE | PUBLIC | UNDERPRIVELEGED | $15,000 |
| PLANNED PARENTHOOD LEAGUE OF M | |||||||
| 1055 COMMONWEALTH AVE | BOSTON | MA | 02215 | NONE | PUBLIC | EDUCATIONAL | $5,000 |
| PROJECT OPPTY | |||||||
| 5107 S ADAMS ST | SEATTLE | WA | 98118 | NONE | PUBLIC | UNDERPRIVELEGED | $1,000 |
| RESCUE | |||||||
| 315 NORTH A STREET | OXNARD | CA | 93030 | NONE | PUBLIC | ENVIRONMENTAL | $1,000 |
| RIVER NETWORK | |||||||
| PO BOX 21387 | BOULDER | CO | 80308 | NONE | PUBLIC | EDUCATIONAL | $1,000 |
| ROUND THE BEND FARM | |||||||
| 92 ALLEN NECK RD | SOUTH DARTMOUTH | MA | 02748 | NONE | PUBLIC | EDUCATIONAL | $1,000 |
| SAVE OUR STREETS BOSTON | |||||||
| 14 MANION RD | BOSTON | MA | 02136 | NONE | PUBLIC | EDUCATIONAL | $5,000 |
| SOCIAL INNOVATION FORUM | |||||||
| 2 OLIVER STREET | BOSTON | MA | 02109 | NONE | PUBLIC | ENVIRONMENTAL | $15,000 |
| SOCIETY FOR SCIENCE & THE PUBL | |||||||
| 1719 N STREET NW | WASHINGTON | DC | 20036 | NONE | PUBLIC | ENVIRONMENTAL | $500 |
| SOS BOSTON | |||||||
| 14 MANION RD | BOSTON | MA | 02136 | NONE | PUBLIC | EDUCATIONAL | $2,500 |
| STRAT FOR YOUTH | |||||||
| PO BOX 390174 | CAMBRIDGE | MA | 02139 | NONE | PUBLIC | ENVIRONMENTAL | $19,380 |
| TENACITY | |||||||
| 38 EVERETT ST | BOSTON | MA | 02134 | NONE | PUBLIC | ENVIRONMENTAL | $1,000 |
| THE WINSOR SCHOOL | |||||||
| 103 PILGRIM ROAD | BOSTON | MA | 02215 | NONE | PUBLIC | ENVIRONMENTAL | $500 |
| TPL | |||||||
| 6 BEACON ST 615 | BOSTON | MA | 02108 | NONE | PUBLIC | EDUCATIONAL | $2,500 |
| TREE STREET YOUTH | |||||||
| 144 HOWE STREET | LEWISTON | ME | 04240 | NONE | PUBLIC | ENVIRONMENTAL | $1,000 |
| UNION OF CONCERNED SCIENTISTS | |||||||
| 2 BRATTLE SQUARE | CAMBRIDGE | MA | 02138 | NONE | PUBLIC | EDUCATIONAL | $1,000 |
| UNIV OF THE CUMBERLANDS | |||||||
| 6178 COLLEGE STATION DRIVE | WILLIAMSBURG | KY | 40769 | NONE | PUBLIC | EDUCATIONAL | $1,000 |
| URBAN FARMING INST | |||||||
| 487 NORFOLK ST | MATTAPAN | MA | 02126 | NONE | PUBLIC | EDUCATIONAL | $1,000 |
| UTEC | |||||||
| 35 WARREN ST | LOWELL | MA | 01852 | NONE | PUBLIC | ENVIRONMENTAL | $1,000 |
| WALKER SCHOOL | |||||||
| 1968 CENTRAL AVE | NEEDHAM | MA | 02492 | NONE | PUBLIC | UNDERPRIVELEGED | $1,000 |
| WAREHAM LAND TRUST | |||||||
| 219 MAIN ST E | WAREHAM | MA | 02571 | NONE | PUBLIC | EDUCATIONAL | $12,500 |
| WAREHAM LIBRARY ASSOC FON | |||||||
| 59 MARION RD | WAREHAM | MA | 02571 | NONE | PUBLIC | ENVIRONMENTAL | $1,000 |
| WATERSHED | |||||||
| 19 BRICK HILL RD | NEWCASTLE | ME | 04553 | NONE | PUBLIC | ENVIRONMENTAL | $5,000 |
| WBUR | |||||||
| 890 COMMONWEALTH AVE | BROOKLINE | MA | 02215 | NONE | PUBLIC | UNDERPRIVELEGED | $500 |
| WESTPORT RIVER WATERSHED ALLIANCE | |||||||
| 493 OLD COUNTY RD | WESTPORT | MA | 02790 | NONE | PUBLIC | UNDERPRIVELEGED | $1,000 |
| WILDLANDS TRUST | |||||||
| 675 LONG POND ROAD | PLYMOUTH | MA | 02360 | NONE | PUBLIC | UNDERPRIVELEGED | $1,000 |
| WOMENS LUNCH PL | |||||||
| 67 NEWBURY ST | BOSTON | MA | 02116 | NONE | PUBLIC | EDUCATIONAL | $1,000 |
| XMAS FOR CHILDREN BETHEL ROTARY | |||||||
| 174 MAYVILLE RD | BETHEL | ME | 04217 | NONE | PUBLIC | UNDERPRIVILEGED | $500 |
| XMAS FOR CHILDREN BETHEL ROTARY | |||||||
| 174 MAYVILLE RD | BETHEL | ME | 04217 | NONE | PUBLIC | EDUCATIONAL | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,647,209 | 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 | $1,651,623 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $498,789 | ExclusionAmt |
| Related Or Exempt Function Incm | $4,388,843 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,150,412 | ExclusionAmt |
| Related Or Exempt Function Incm | $4,388,843 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,539,255 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MERRILL LYNCH | StockNm |
| EOY Book Value | $38,276,362 | EOYBookValueAmt |
| EOYFMV | $55,275,080 | 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 | $250,188 | $206,025 |
| LYME FOREST FUND IV | AT COST | $1,624,976 | $1,667,541 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSES | $314,697 | $314,697 | $0 |
| OTHER EXPENSES | $299,890 | $299,890 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING | CategoryTxt |
| Amt | $40,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $40,000 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX | $14,549 | $0 | $14,549 |
| FOREIGN TAX | $9,802 | $0 | $9,802 |
| FILING FEE | $500 | $0 | $500 |
Comments