2025-11-13T17:01:30-06:00 2024-12-31 861065772 DELOITTE TAX LLP 330 RUSH ALLEY SUITE 800 COLUMBUS OH 432153932 990PF 2024-01-01 046023791 STODDARD CHARITABLE TRUST STOD 5084598000 100 FRONT STREET 5TH FLOOR WORCESTER MA 01608 WARNER S FLETCHER CHAIRMAN/TRUSTE 5084598000 2025-11-13 true false KELLY NEUGEBAUER P01285591 6142211000 2025-11-13 2024 2025-03-06 01:10:19Z X 134277747 X 2853815 2809692 983089 10538195 983089 0 359598 4196502 3792781 0 0 0 0 0 0 795812 397906 0 397906 0 3568 3568 0 53164 44080 0 0 0 0 0 0 0 54825 30997 7833 907369 476551 0 405739 5625200 5625200 6532569 476551 0 6030939 -2336067 3316230 0 918564 3489577 3489577 0 0 0 38044850 36497674 118363341 8383486 3768946 12424829 47346900 43756197 134277747 0 X 47346900 43756197 47346900 43756197 47346900 43756197 47346900 -2336067 0 45010833 1254637 43756196 1. OUTSIDE 1099 2024-01-01 2024-12-31 7100000 7026173 73827 73827 1. OUTSIDE 1099 2023-01-01 2024-12-31 489819 908158 -418339 -418339 1. OUTSIDE 1099 2024-12-31 750000 700200 49800 49800 11000. IRON MTN INC DEL COM 2016-06-01 2024-05-22 886389 404969 481420 481420 2000. IRON MTN INC DEL COM 2017-02-22 2024-05-22 161162 75389 85773 85773 4800. IRON MTN INC DEL COM 2016-07-22 2024-05-22 386788 197626 189162 189162 20000. PFIZER INC COM 2003-08-11 2024-02-12 551391 52776 498615 498615 1800. SOLVENTUM CORP COM SHS 2003-08-11 2024-05-03 116267 12429 103838 103838 950. SOLVENTUM CORP COM SHS 2007-01-04 2024-05-03 61363 50274 11089 11089 28000. VODAFONE GROUP PLC NEW SPONSORED ADR 2021-01-08 2024-05-14 254390 490568 -236178 -236178 1. KI GAIN/LOSS 2024-01-01 2024-12-31 2265 2265 2265 1. KI GAIN/LOSS 2022-01-01 2024-12-31 20563 20563 20563 1. KI GAIN/LOSS 2022-01-01 2024-12-31 1767 -1767 -1767 1. KI GAIN/LOSS 2022-01-01 2024-12-31 25 25 25 1. KI GAIN/LOSS 2013-05-01 2024-12-31 261150 -261150 -261150 CAPITAL GAIN DIVIDENDS P 507773 CAPITAL GAIN DIVIDENDS P 507773 CAPITAL GAIN DIVIDENDS P 507773 CAPITAL GAIN DIVIDENDS P 507773 CAPITAL GAIN DIVIDENDS P 507773 CAPITAL GAIN DIVIDENDS P 507773 CAPITAL GAIN DIVIDENDS P 507773 CAPITAL GAIN DIVIDENDS P 507773 CAPITAL GAIN DIVIDENDS P 507773 CAPITAL GAIN DIVIDENDS P 507773 CAPITAL GAIN DIVIDENDS P 507773 CAPITAL GAIN DIVIDENDS P 507773 CAPITAL GAIN DIVIDENDS P 507773 CAPITAL GAIN DIVIDENDS P 507773 CAPITAL GAIN DIVIDENDS P 507773 983089 46096 0 46096 0 46096 36976 0 8049 45025 0 1071 0 0 false false false false false true true false true true MA true false false false false true WARNER S FLETCHER 5084598000 100 FRONT STREET SUITE 500 WORCESTER MA 01608 false false false false true false false false false false false false false false false false false false false false false false WARNER S FLETCHER 11 MONMOUTH ROAD WORCESTER MA 01609 CHAIRMAN/TRUSTEE 10 0 ALLEN W FLETCHER 4 ASH STREET WORCESTER MA 01604 TRUSTEE 1 0 JUDITH S KING 91 BRIARWOOD CIRCLE WORCESTER MA 01606 TREASURER/TRUSTEE 1 0 VALERIE S LORING 4 SCHOLAR ROAD FALMOUTH ME 04105 SECRETARY/TRUSTEE 1 0 JUSTIN L FLETCHER 3 KEELER FARM WAY LEXINGTON MA 02420 TRUSTEE 1 0 JENNIFER PARADEE 8 WALKER ROAD KENNEBUCK ME 04043 TRUSTEE 1 0 MEGAN FLETCHER 1689 NOE STREET WORCESTER CA 94131 TRUSTEE 1 0 ROBERT LORING 1087 KINGS HIGHWAY KENNEBUNKPORT ME 04046 TRUSTEE 1 0 NONE 0 FLETCHER TILTON PC 100 FRONT STREET SUITE 500 WORCESTER MA 01608 TRUST AND ACCOUNTING 771312 NIXON PEABODY 100 SUMMER STREET BOSTON MA 02110 CUSTODIAL FEES 0 0 N/A N/A 123569183 0 6653925 130223108 0 0 130223108 1953347 128269761 6413488 6413488 46096 46096 6367392 0 6367392 0 6367392 6030939 0 0 0 0 6030939 6367392 0 0 155843 376328 0 0 64223 596394 6030939 0 0 0 6030939 0 336453 336453 259941 0 0 0 0 0 0 0 259941 195718 0 0 64223 NA NA WARNER S FLETCHER 100 FRONT STREET SUITE 500 WORCESTER MA 01608 5084598000 SEE FOOTNOTE FOR DETAILS SEE FOOTNOTE FOR DETAILS SEE FOOTNOTE FOR DETAILS SEE ATTACHED LIST 100 FRONT STREET 5TH FLOOR WORCESTER MA 01608 NONE 501(C)(3) GRANTS 5625200 5625200 14 2853815 18 983089 OTHER INCOME MLP 523000 30835 RENTAL INCOME PRIV 523000 BUSINESS INCOME ML 523000 161036 ROYALTY INCOME 15 FEDERAL TAX REFUND 523000 39378 STATE TAX REFUND 523000 20075 FEDERAL TAX REFUND 523000 108274 359598 3836904 4196502 false false false false false false false false false false AUDIT & ACCOUNTING FEES (ALLOC 771312 385656 385656 TAX PREPARATION FEE (NON-ALLOC 24500 12250 12250 APPLE INC COM 647962 8764700 ABBVIE INC COM 608056 2665500 ABBOTT LABS INC 281561 1300765 AUTOMATIC DATA PROCESSING INC 442938 3805490 AGNICO EAGLE MINES LTD COM 1438434 1759725 AVNET INC COM 705013 889440 BRITISH AMERN TO PLC SPONSORED 1233869 1271200 BLACKSTONE INC COM 461646 2413880 CARRIER GLOBAL CORPORATION COM 8306 750860 COMCAST CORP NEW CL A 673212 562950 COMPASS DIVERSIFIED SH BEN INT 847437 1075528 CVS HEALTH CORP COM 735436 852910 CHEVRON CORP NEW COM 549239 1535304 EQT CORP COM 488372 691650 FEDEX CORP COM 277540 1687980 FAIRFAX FINL HLDGS LTD SUB VTG 1028817 3474400 GLADSTONE CAPITLA CORP COM NEW 501534 838980 ALPHABET INC COP STK CL C 362252 4734338 ALPHABET INC CAP STK CL A 363288 4694640 JOHNSON & JOHNSON COM 443321 1518510 JPMORGAN CHASE & CO COM 628273 2397100 COCA COLA CO COM 53802 1369720 LOCKHEED MARTIN CORP COM 486662 3207204 LOWES COS INC COM 788244 1258680 MCDONALDS CORP COM 321670 1739340 MICROCHIP TECHNOLOGY INC COM 606055 2190770 METLIFE INC COM 321692 818800 3M CO COM 306137 1419990 ALTRIA GROUP INC CO 675591 1359540 MICROSOFT CORP COM 709295 9863100 NEWMONT CORP COM 1488974 792786 NOVARTIS AG SPONSORED ADR 413818 1070410 PEPSICO INC COM 861623 1961574 RIO TINTO PLC SPONSORED ADR 987705 691018 RAYTHEON TECHNOLOGIES CORP COM 27709 1272920 SAN JUAN BASIN RTY TR UNIT BE 878643 459600 SANOFI SPONSORED ADR 494109 771680 UNITED PARCEL SERVICE INC CL B 810362 680940 VERIZON COMMUNICATIONS INC COM 757632 954121 WALMART INC COM 304563 2168400 WEYERHAEUSER CO MTN BE COM NEW 707998 703750 EXXON MOBIL CORP COM 947651 2581680 ISHARES TR RUS 1000 GRW ETF 1000832 4015800 INVESCO QQQ TR UNIT SER 1 1933165 13291980 SPDR SER TR PRTFLO S&P500 VL 972789 1278500 FIDELITY SECS FD BLUE CHIP GWT 2100841 4989373 FIDELITY CONTRAFUND COM 2265965 3877836 EATON VANCE TAX-MANAGED DIVERS 498857 672750 MATTHEWS ASIA FDS ASIA DV FD I 802913 894878 PROLOGIS INC COM 406597 1585500 WELL TOWER INC COM 839272 2734851 LIMITED PARTNERSHIPS AT COST 1708299 8318677 PREFERRED STOCK - HOWMET M.STA AT COST 15354 9965 PRIVATE PARTNERSHIPS AT COST 56731 2096500 CAMBRIDGE SEMANTICS GOV'T SECURITIES M.STANLEY AT COST 1988563 1999688 ROYALTY COST BASIS ADJUSTMENT 1254637 K-1 EXPENSES 28303 28303 0 ADR FEE 1874 1874 0 MA PC FILING FEE 500 0 500 ROYALTY EXPENSES 0 0 NON DEDUCTIBLE EXP 15995 0 0 LEGAL EXPENSES ASSOC WITH TIMO 820 820 0 BLACKBAUD ANNUAL RENEWAL 7333 0 7333 FEDERAL TAX REFUND 39378 0 STATE TAX REFUND 20075 0 FEDERAL TAX REFUND 108274 0 ROYALTY INCOME 0 BUSINESS INCOME MLP 161036 0 RENTAL INCOME PRIVATE 0 OTHER INCOME MLP 30835 0 FOREIGN TAXES 41228 41228 0 FEDERAL TAX PAYMENT - PRIOR YE 9084 0 0 FOREIGN TAXES ON QUALIFIED FOR 2401 2401 0 FOREIGN TAXES ON NONQUALIFIED 451 451 0