2021-08-19T07:54:35-05:00 2020-12-31 043073222 ABEL ROGERS & SULLIVAN 1 CORPORATE DR ANDOVER MA 01810 990PF 2020-01-01 042236996 NATHANIEL & ELIZABETH P STEVENS FOUNDATION NATH 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 22667780 X X 307355 307355 707616 2948984 707616 561811 434367 1576782 1449338 80000 75460 7545 7545 81501 81501 143 143 25934 13699 12235 2689 2689 17146 17146 86113 71402 14711 376531 166602 2689 51780 1106950 1106950 1483481 166602 2689 1158730 93301 1282736 47726 17275 17275 1407678 1041812 1041812 9622099 10435902 15453610 5612321 5830797 6087745 16823 16823 2689 2689 110434 67338 67338 16800258 17393124 22667780 500000 500000 X 16800258 16893124 16800258 16893124 16800258 17393124 16800258 93301 16893559 435 16893124 PUBLICLY TRADED SECURITIES P 259486 291373 -31887 -31887 PUBLICLY TRADED SECURITIES P 2673997 1949995 724002 724002 707616 17830 17830 17830 15197 23000 38197 20367 20367 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 75460 BROWN BROTHERS HARRIMAN 40 WATER STREET BOSTON MA 02110 INVESTMENT ADVI 81501 N/A 19101287 880670 0 19981957 19981957 299729 19682228 984111 984111 17830 17830 966281 966281 966281 1158730 270000 1428730 1428730 966281 225716 45813 273416 329986 261129 1136060 1428730 966281 462449 1598509 0 225716 1372793 45813 273416 329986 261129 462449 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 1106950 1106950 TOP NOTCH SCHOLARS 60 ISLAND ST LAWRENCE MA 01841 UNRELATED 501(C)(3) GENERAL OPERATING SUPPORT 30000 ONE GOAL 207 DUDLEY SREET SUITE 200 BOSTON MA 02119 UNRELATED 501(C)(3) LAWRENCE PROGRAMMING 40000 NOTRE DAME CRISTO REY HIGH SCHOOL 303 HAVERHILL STREET LAWRENCE MA 01840 UNRELATED 501(C)(3) CAPITAL SUPPORT FOR SITE PURCHASE 150000 GREATER LAWRENCE FAMILY HEALTH CENT ONE GRIFFIN BROOK DRIVE METHUEN MA 01844 UNRELATED 501(C)(3) CAPITAL SUPPORT FOR RENOVATIONS 50000 270000 14 307355 18 439593 18 15501 692115 BBH K-1 OTHER INCOME -5226 OFFICE SUPPORT 1 9900 SHARED OFFICE EXPENSE 1 108000 COMMONWEALTH OF MA 2019 CIT 1 9544 889893 686889 1576782 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 7545 7545 DELL COMPUTERS 2020-03-18 2689 200DB 5.0000 2689 2689 5830797 6087745 10435902 15453610 16823 16823 2689 2689 BOND COST BASIS ADJUSTMENTS 110434 67338 67338 NONDEDUCTIBLE EXPENSE 435 EXPENSES BANK CHARGES 12 12 INSURANCE 2239 2239 OFFICE EXPENSE 4589 4589 PO BOX RENTAL 140 140 MAINTENANCE AGREEMENT 2731 2731 BBH K-1S 2% FLOOR DEDUCTIONS 71402 71402 DUES & SUBSCRIPTIONS 5000 5000 BBH K-1 ST CAPITAL GAIN(LOSS) 140499 140499 BBH K-1 LT CAPITAL GAIN(LOSS) 299094 299094 BBH K-1 OTHER INCOME -5226 -5226 OFFICE SUPPORT 9900 SHARED OFFICE EXPENSE 108000 COMMONWEALTH OF MA 2019 CITC 9544 DUE TO BROKERS 500000 INVESTMENT EXPENSES 81501 81501 FOREIGN TAX 13699 13699 STATE FILING FEE 500 500 PAYROLL TAX 11735 11735