2021-08-19T07:54:35-05:00 2020-12-31 043073222 ABEL ROGERS & SULLIVAN 1 CORPORATE DR ANDOVER MA 01810 990PF 2020-01-01 046107991 ABBOT & DOROTHY H STEVENS FOUNDATION ABBO 9786887211 PO BOX 111 NORTH ANDOVER MA 01845 JOSHUA L MINER TRUSTEE 9786887211 2021-08-16 true JOSHUA MINER XXX-XX-XXXX KEVIN A SULLIVAN P00001560 9789753919 2021-08-19 2020 2022-09-23 18:48:47Z X 28921773 X X 388304 388304 1005240 4625059 1005240 571508 564436 1965052 1957980 5890 5890 104911 104911 18480 17980 500 207211 93061 114150 336492 215952 120540 1477000 1477000 1813492 215952 1597540 151560 1742028 11144 50604 50604 1471556 806046 806046 12641446 13522052 19789402 7147240 7419535 7775721 93500 500000 500000 21364886 22298237 28921773 783353 783353 X 21364886 21514884 21364886 21514884 21364886 22298237 21364886 151560 21516446 1562 21514884 PUBLICLY TRADED SECURITIES P 357945 398193 -40248 -40248 PUBLICLY TRADED SECURITIES P 4251480 3221626 1029854 1029854 1005240 24214 24214 24214 18079 32000 50079 25865 25865 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 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 104911 N/A 24800927 657777 0 25458704 25458704 381881 25076823 1253841 1253841 24214 24214 1229627 1229627 1229627 1597540 400521 1998061 1998061 1229627 248367 403124 710108 641012 792319 2794930 1998061 1229627 768434 3563364 0 248367 3314997 403124 710108 641012 792319 768434 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 1477000 1477000 GREATER LAWRENCE COMMUNITY BOATING 1 EATON STREET LAWRENCE MA 01843 UNRELATED 501(C)(3) PROGRAMMING AND OPERATING SUPPORT 15000 NOTRE DAME CRISTO REY HIGH SCHOOL 303 HAVERHILL STREET LAWRENCE MA 01840 UNRELATED 501(C)(3) CAPITAL SUPPORT FOR SITE PURCHASE 75000 GREATER LAWRENCE FAMILY HEALTH CENT ONE GRIFFIN BROOK DRIVE METHUEN MA 01844 UNRELATED 501(C)(3) CAPITAL SUPPORT FOR RENOVATION 50000 NORTH ANDOVER HISTORICAL SOCIETY 153 ACADEMY RD NORTH ANDOVER MA 01845 UNRELATED 501(C)(3) MATCHING CHALLENGE FOR PROJECT 25000 165000 14 388304 18 564436 18 15634 989606 CLASS ACTION PROCEEDS 1 BBH WEALTH STRATEGIES K-1S 1 7072 975446 989606 1965052 false false false false false false false false false false ACCOUNTING FEES 5890 5890 CORPORATE BONDS 7419535 7775721 CORPORATE EQUITIES 13522052 19789402 BOND COST BASIS ADJUSTMENT 93500 DUE FROM BROKERS 500000 500000 NONDEDUCTIBLE EXPENSE 562 FEDERAL TAXES 1000 EXPENSES OFFICE EXPENSE 108000 108000 BBH K-1S 2% FLOOR DEDUCTIONS 93061 93061 DUES & SUBSCRIPTIONS 6150 6150 BBH K-1 ST CAPITAL GAIN 187750 187750 BBH K-1 LT CAPITAL GAIN 376686 376686 BBH WEALTH STRATEGIES K-1S 7072 BOND COST BASIS ADJUSTMENT 33353 DUE TO BROKERS 750000 INVESTMENT EXPENSES 104911 104911 STATE FILING FEE 500 500 FOREIGN TAX 5016 5016 BBH K-1S FOREIGN TAX 12964 12964