STIFLER FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- STIFLER FAMILY FOUNDATION (EIN 10-6001398)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202523219349102622
- Schema version
- 2024v5.2
- 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
- Accounting Fees Schedule
- 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 | 2025-11-17T10:42:21-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL R DESROCHERS CPA | PreparerPersonNm |
| PTIN | P00447691 | PTIN |
| Phone | 7813283200 | PhoneNum |
| Preparation | 2025-11-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $62,262,417 | 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 | $1,482,376 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,329,864 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,725,251 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,080,181 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,725,251 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $1,675 | GrossSalesLessRetAndAllwncAmt |
| Gross Profit Rev And Expnss | $1,675 | GrossProfitRevAndExpnssAmt |
| Total Rev And Expnss | $3,209,302 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,055,115 | 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 |
| Accounting Fees Rev And Expnss | $14,495 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $14,495 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,875 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,875 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $78 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $78 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $92,634 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11,553 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $81,081 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $388,729 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $291,229 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $97,500 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $498,811 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $302,860 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $195,951 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,020,105 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,020,105 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,518,916 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $302,860 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,216,056 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,690,386 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,752,255 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Nts And Loans Rcvbl | $8,112,870 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $6,812,363 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $8,112,870 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $8,112,870 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $194,227 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $98,908 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $98,908 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $38,065,838 | CorporateStockBOYAmt |
| Corporate Stock EOY | $37,896,715 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $51,824,799 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,571,519 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,225,840 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,225,840 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $46,643,947 | TotalAssetsBOYAmt |
| Total Assets EOY | $48,334,333 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $62,262,417 | 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 | $46,643,947 | RetainedEarningBOYAmt |
| Retained Earning EOY | $48,334,333 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $46,643,947 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $48,334,333 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $46,643,947 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $48,334,333 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $46,643,947 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,690,386 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $48,334,333 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $48,334,333 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| ML 11049 CGD | P | $8,105 | $8,105 | $8,105 | |
| ML 11250 CGD | P | $458 | $458 | $458 | |
| ML 12568 CGD | P | $143 | $143 | $143 | |
| ML 13689 CGD | P | $9 | $9 | $9 | |
| ML 19332 CGD | P | $64,662 | $64,662 | $64,662 | |
| ML 46535 CGD | P | $4,673 | $4,673 | $4,673 | |
| ML 46539 CGD | P | $0 | $0 | ||
| ML 55R19 CGD | P | $157,957 | $157,957 | $157,957 | |
| ML 11049 | P | $986,220 | $26,422 | $26,422 | $959,798 |
| ML 11049 | P | $2,061,568 | $469,881 | $469,881 | $1,591,687 |
| ML 11250 | P | $517,771 | -$11,767 | -$11,767 | $529,538 |
| ML 11250 | P | $550,852 | $173,145 | $173,145 | $377,707 |
| ML 12568 | P | $59,484 | -$843 | -$843 | $60,327 |
| ML 12568 | P | $553,077 | $38,426 | $38,426 | $514,651 |
| ML 13689 | P | $29,681 | $8,432 | $8,432 | $21,249 |
| ML 13689 | P | $136,283 | $16,088 | $16,088 | $120,195 |
| ML 13689 | P | $33 | $33 | $33 | |
| ML 19332 | P | $564,050 | $71,581 | $71,581 | $492,469 |
| ML 46533 | P | $1,646,129 | $59,796 | $59,796 | $1,586,333 |
| ML 46533 | P | $1,569,956 | $573,131 | $573,131 | $996,825 |
| ML 46539 | P | $145,403 | $41,283 | $41,283 | $104,120 |
| ML 55R19 | P | $35 | $4 | $4 | $31 |
| PARTNERSHIPS | P | $5,229 | $5,229 | $5,229 | |
| PARTNERSHIPS | P | $18,403 | $18,403 | $18,403 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,725,251 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $38,256 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $38,256 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $38,256 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $57,164 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $80,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $137,164 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $98,908 | OverpaymentAmt |
| Applied To ES Tax | $98,908 | 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 (3 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 |
| MOLLY STIFLER | ||||||||
| 100 CODMAN ROAD | BROOKLINE | MA | 02445 | DIRECTOR | 10.00 | $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) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $49,515,796 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $9,946,778 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $59,462,574 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $59,462,574 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $891,939 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $58,570,635 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,928,532 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,928,532 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $38,256 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $38,256 | TotalTaxAmt |
| Distributable Before Adj | $2,890,276 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,890,276 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,890,276 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,216,056 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,216,056 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,890,276 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $660,954 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $660,954 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,216,056 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,216,056 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $660,954 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $660,954 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,013,266 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
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 |
|---|---|---|---|---|---|---|---|
| ALAN DAY COMMUNITY GARDEN | |||||||
| 26 WHITMAN ST | NORWAY | ME | 04268 | NONE | PUBLIC CHARITY | EDUCATIONAL | $1,000 |
| AMERICAN MUSEUM OF NATURAL HISTORY | |||||||
| 200 CENTRAL PARK WEST | NEW YORK | NY | 10024 | NONE | PUBLIC CHARITY | EDUCATIONAL | $139 |
| AMERICAN YOUTH TABLE TENNIS ORGANIZATION | |||||||
| 333 EAST 43RD STREET APT 105 | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | EDUCATIONAL | $5,000 |
| ANDROSCOGGIN VALLEY COUNCIL OF GOVERNMENTS | |||||||
| 125 MANLEY ROAD | AUBURN | ME | 04210 | NONE | PUBLIC CHARITY | CHARITABLE | $350,000 |
| ARTS WAYLAND FOUNDATION | |||||||
| PO BOX 272 | WAYLAND | MA | 01778 | NONE | PUBLIC CHARITY | EDUCATIONAL | $1,000 |
| BEDLAM | |||||||
| 603 WEST 115TH ST MAILBOX 130 | NEW YORK | NY | 10025 | NONE | PUBLIC CHARITY | ENVIRONMENTAL | $20,000 |
| BETHEL LIBRARY ASSOC | |||||||
| 5 BROAD STREET | BETHEL | ME | 04217 | NONE | PUBLIC CHARITY | ENVIRONMENTAL | $1,500 |
| BOSTON RESCUE MISSION | |||||||
| 39 KINGSTON ST | BOSTON | MA | 02111 | NONE | PUBLIC CHARITY | UNDERPRIVILEGED | $1,000 |
| BRENNAN CENTER FOR JUSTICE | |||||||
| 120 BROADWAY SUITE 1750 | NEW YORK | NY | 10271 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 |
| BUZZARDS BAY COALITION | |||||||
| 114 FRONT STREET | NEW BEDFORD | MA | 02740 | NONE | PUBLIC CHARITY | ENVIRONMENTAL | $50,000 |
| CALVERT SCHOOL | |||||||
| 105 TUSCANY ROAD | BALTIMORE | MD | 21210 | NONE | PUBLIC CHARITY | EDUCATIONAL | $1,500 |
| CEBE | |||||||
| 447 MAIN STREET | NORWAY | ME | 04268 | NONE | PUBLIC CHARITY | EDUCATIONAL | $5,000 |
| CELEBRITY SERIES OF BOSTON | |||||||
| 20 PARK PLAZA SUITE 1032 | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | ENVIRONMENTAL | $112,500 |
| CRONICLE OF PHILANTHROPY | |||||||
| 1255 23RD ST NW 7TH FLOOR | WASHINGTON | DC | 20037 | NONE | PUBLIC CHARITY | EDUCATIONAL | $170 |
| COMMUNITY LAKES ASSOC | |||||||
| PO BOX 91 | GREENWOOD | ME | 04255 | NONE | PUBLIC CHARITY | ENVIRONMENTAL | $1,000 |
| COMMUNITY MUSIC CENTER OF BOSTON | |||||||
| 34 WARREN AVENUE | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 |
| COMPACT OF CAPE COD CONSERVATION TRUSTS | |||||||
| 261 WHITES PATH UNIT 4 | SOUTH YARMOUTH | MA | 02664 | NONE | PUBLIC CHARITY | ENVIRONMENTAL | $1,000 |
| COOLIDGE CORNER THEATER | |||||||
| 290 HARVARD STREET | BROOKLINE | MA | 02446 | NONE | PUBLIC CHARITY | EDUCATIONAL | $150,000 |
| DAMIEN'S FAMILY FOOD PANTRY | |||||||
| 242 MARION ROAD | WAREHAM | MA | 02571 | NONE | PUBLIC CHARITY | UNDERPRIVELEGED | $5,000 |
| DARTMOUTH COLLEGE | |||||||
| 6066 DEVELOPMENT OFFICE | HANOVER | NH | 03755 | NONE | PUBLIC CHARITY | EDUCATIONAL | $75,000 |
| DOCTORS WITHOUT BOARDERS | |||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 |
| ENVIRONMENTAL DEFENSE FUND | |||||||
| PO BOX 98051 | WASHINGTON | DC | 20077 | NONE | PUBLIC CHARITY | ENVIRONMENTAL | $1,000 |
| FFRF | |||||||
| PO BOX 750 | MADISON | WI | 53701 | NONE | PUBLIC CHARITY | EDUCATIONAL | $1,000 |
| FOREST SOCIETY OF MAINE | |||||||
| 90 BLOSSOM LANE | AUGUSTA | ME | 04330 | NONE | PUBLIC CHARITY | ENVIRONMENTAL | $1,000 |
| FRIENDS OF OLD BURIAL GROUND | |||||||
| 226 DUDLEY | BROOKLINE | MA | 02445 | NONE | PUBLIC CHARITY | CHARITABLE | $500 |
| FUTURE CHEFS | |||||||
| 305 BLUE HILL AVENUE | BOSTON | MA | 02121 | NONE | PUBLIC CHARITY | EDUCATIONAL | $1,000 |
| GILMAN SCHOOL | |||||||
| 5407 ROLAND AVENUE | BALTIMORE | MD | 21210 | NONE | PUBLIC CHARITY | EDUCATIONAL | $25,000 |
| GOULD ACADEMY | |||||||
| 39 CHURCH STREET | BETHEL | ME | 04217 | NONE | PUBLIC CHARITY | EDUCATIONAL | $5,000 |
| GREATER BOSTON FOOD BANK | |||||||
| 70 S BAY AVE | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 |
| GREENWOOD HISTORICAL SOCIETY | |||||||
| PO BOX 141 | GREENWOOD | ME | 04255 | NONE | PUBLIC CHARITY | EDUCATIONAL | $1,000 |
| HOSPITALITY HOMES | |||||||
| PO BOX15265 | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 |
| INSTITUTE FOR JUSTICE | |||||||
| 901 N GLEBE ROAD SUITE 900 | ARLINGTON | VA | 22203 | NONE | PUBLIC CHARITY | UNDERPRIVELEGED | $1,500 |
| LAKES ENVIRONMENTAL ASSOC | |||||||
| 230 MAIN STREET | BRIDGTON | ME | 04009 | NONE | PUBLIC CHARITY | ENVIRONMENTAL | $1,000 |
| LAND TRUST ALLIANCE | |||||||
| 1250 H STREET NW SUITE 600 | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | ENVIRONMENTAL | $5,000 |
| LENNY ZAKIM FUND | |||||||
| 33 ARCH STREET | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | EDUCATIONAL | $1,500 |
| LUCY'S LOVE BUS | |||||||
| 21 WATER STREET SUITE 302 | AMESBURY | MA | 01903 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 |
| MAHOOSUC LAND TRUST | |||||||
| 162 NORTH RD | BETHEL | ME | 04217 | NONE | PUBLIC CHARITY | ENVIRONMENTAL | $5,000 |
| MAINE 4-H FOUNDATION | |||||||
| 15 ESTABROOKE DRIVE ROOM 400 | ORONO | ME | 04469 | NONE | PUBLIC CHARITY | EDUCATIONAL | $1,000 |
| MAINE COMMUNITY FOUNDATION | |||||||
| 245 MAIN STREET | ELLSWORTH | ME | 04605 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 |
| MAINE ENVIRONMENTAL ASSOCIATION | |||||||
| 31 WOODSIDE ROAD | BRUNSWICK | ME | 04011 | NONE | PUBLIC CHARITY | EDUCATIONAL | $15,000 |
| MAINE FARMLAND TRUST | |||||||
| 97 MAIN ST | BELFAST | ME | 04915 | NONE | PUBLIC CHARITY | UNDERPRIVELEGED | $2,500 |
| MAINE PUBLIC BROADCASTING CORP | |||||||
| 323 MARGINAL WAY | PORTLAND | ME | 04101 | NONE | PUBLIC CHARITY | EDUCATIONAL | $1,200 |
| MAINE TREE FOUNDATION | |||||||
| 535 CIVIC CENTER DRIVE | AUGUSTA | ME | 04330 | NONE | PUBLIC CHARITY | ENVIRONMENTAL | $2,500 |
| MAINE WOODLAND OWNERS | |||||||
| 8 MULLIKEN COURT | AUGUSTA | ME | 04330 | NONE | PUBLIC CHARITY | EDUCATIONAL | $500 |
| MARION INSTITUTE | |||||||
| 202 SPRING STREET | MARION | MA | 02738 | NONE | PUBLIC CHARITY | CHARITABLE | $1,500 |
| MASS AUDUBON | |||||||
| 208 SGREAT ROAD | LINCOLN | MA | 01773 | NONE | PUBLIC CHARITY | ENVIRONMENTAL | $5,000 |
| MASS LAND TRUST COALITION | |||||||
| 18 WOLBACH RD | SUDBURY | MA | 01776 | NONE | PUBLIC CHARITY | EDUCATIONAL | $2,500 |
| MASS SHELTER AND HOUSING ALLIANCE | |||||||
| 7 BULFINCH PLACE SUITE 201 | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | UNDERPRIVILEGED | $1,000 |
| MASSACHUSETTS GENERAL HOSPITAL | |||||||
| 125 NASHUA STREET SUITE 540 | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | CHARITABLE | $10,000 |
| MUSEUMS OF BETHEL HISTORICAL SOCIETY | |||||||
| 10 BROAD STREET | BETHEL | ME | 04217 | NONE | PUBLIC CHARITY | EDUCATIONAL | $1,500 |
| NATIONAL CENTER OF AFRO-AMERICAN ARTISTS | |||||||
| 300 WALNUT AVENUE | BOSTON | MA | 02119 | NONE | PUBLIC CHARITY | EDUCATIONAL | $10,000 |
| NE FORESTRY FOUNDATION | |||||||
| 32 FOSTER STREET | LITTLETON | MA | 01468 | NONE | PUBLIC CHARITY | ENVIRONMENTAL | $3,500 |
| NE GRASSROOTS ENVIRONMENTAL FUND | |||||||
| 55 MAIN STREET 128 | NEWMARKET | NH | 03857 | NONE | PUBLIC CHARITY | ENVIRONMENTAL | $1,000 |
| NEW BEGINNINGS REENTRY SERVICES INC | |||||||
| 55 ROXBURY STREET | ROXBURY | MA | 02119 | NONE | PUBLIC CHARITY | UNDERPRIVELEGED | $12,000 |
| NEW LEARNING JOURNEY | |||||||
| 700 BRAGG HILL ROAD | WAITSFIELD | VT | 05673 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| NORWAY MUSEUM HISTORICAL SOCIETY | |||||||
| 471 MAIN STREET | NORWAY | ME | 04268 | NONE | PUBLIC CHARITY | EDUCATIONAL | $1,000 |
| NATURAL RESOURCES COUNCIL OF MAINE | |||||||
| 3 WADE STREET | AUGUSTA | ME | 04330 | NONE | PUBLIC CHARITY | ENVIRONMENTAL | $1,000 |
| OUR SISTERS SCHOOL | |||||||
| 145 BROWNELL AVENUE | NEW BEDFORD | MA | 02740 | NONE | PUBLIC CHARITY | EDUCATIONAL | $1,000 |
| PARENTS FOR PEACE | |||||||
| 230 CENTRAL STREET | AUBURNDALE | MA | 02462 | NONE | PUBLIC CHARITY | EDUCATIONAL | $1,000 |
| PARTNERS FOR YOUTH WITH DISABILITIES | |||||||
| 185 DEVONSHIRE ST | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | UNDERPRIVELEGED | $1,000 |
| PINE STREET INN | |||||||
| 444 HARRISON AVENUE | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | CHARITABLE | $2,000 |
| PIONEER INSTITUTUE | |||||||
| 1055 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | EDUCATIONAL | $5,000 |
| PLANNED PARENTHOOD OF MASSACHUSETTS | |||||||
| 155 AVENUE OF THE AMERICAS | NEW YORK | NY | 10013 | NONE | PUBLIC CHARITY | EDUCATIONAL | $1,000 |
| PROJECT OPPORTUNITY | |||||||
| PO BOX 324 | BETHEL | ME | 04217 | NONE | PUBLIC CHARITY | EDUCATIONAL | $2,000 |
| PROPUBLICA | |||||||
| 440 ARSENAL STREET | WATERTOWN | MA | 02472 | NONE | PUBLIC CHARITY | EDUCATIONAL | $1,000 |
| RIA HOUSE INC | |||||||
| 330 COCHITUATE ROAD | FRAMINGHAM | MA | 01701 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| SAMARITANS | |||||||
| 41 WEST STREET | BOSTON | MA | 02111 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 |
| SCI SOCIAL CAPITAL INC | |||||||
| 400 W CUMMINGS PARK SUITE 4135 | WOBURN | MA | 01801 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 |
| SHELTER MUSIC BOSTON | |||||||
| 1337 MASSACHUSETTS AVE SUITE 116 | ARLINGTON | MA | 02476 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 |
| SOCIETY FOR SCIENCE | |||||||
| 1776 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | EDUCATIONAL | $1,000 |
| SOS BOSTON | |||||||
| PO BOX 390174 | CAMBRIDGE | MA | 02139 | NONE | PUBLIC CHARITY | ENVIRONMENTAL | $1,000 |
| ST GEORGE COMMUNITY DEVELOPMENT | |||||||
| PO BOX 160 | TENANTS HARBOR | ME | 04860 | NONE | PUBLIC CHARITY | EDUCATIONAL | $2,500 |
| STRATEGIES FOR YOUTH | |||||||
| 168 POND STREET | RANDOLPH | MA | 02368 | NONE | PUBLIC CHARITY | EDUCATIONAL | $18,200 |
| THE BOSTON HOUSE | |||||||
| 229 KENT STREET | BROOKLINE | MA | 02446 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 |
| THE CALCULUS PROJECT | |||||||
| 3220 MAIN STREET | BARNSTABLE | MA | 02630 | NONE | PUBLIC CHARITY | ENVIRONMENTAL | $5,000 |
| THE CHILDRENS ROOM | |||||||
| 1210 MASSACHUSETTS AVENUE | ARLINGTON | MA | 02476 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 |
| THE ELLIE FUND | |||||||
| 200 RESERVOIR STREETQ | NEEDHAM | MA | 02494 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 |
| THE WILY NETWORK | |||||||
| 189 WELLS AVENUE SUITE 301 | NEWTON | MA | 02459 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 |
| TREE STREET YOUTH | |||||||
| 144 HOWE STREET | LEWISTON | ME | 04240 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 |
| TRUST FOR PUBLIC LAND | |||||||
| 6 BEACON STREET SUITE 615 | BOSTON | MA | 02108 | NONE | PUBLIC CHARITY | ENVIRONMENTAL | $1,000 |
| UNION OF CONCERNED SCIENTISTS | |||||||
| TWO BRATTLE SQUARE | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | EDUCATIONAL | $1,000 |
| UNIVERSITY OF THE CUMBERLANDS | |||||||
| 6178 COLLEGE STATION DRIVE | WILLIAMSBURG | KY | 40769 | NONE | PUBLIC CHARITY | EDUCATIONAL | $1,000 |
| URBAN FARMING INSTITUTE | |||||||
| 487 NORFOLK ST | MATTAPAN | MA | 02126 | NONE | PUBLIC CHARITY | ENVIRONMENTAL | $1,000 |
| UTEC | |||||||
| 35 WARREN ST | LOWELL | MA | 01852 | NONE | PUBLIC CHARITY | UNDERPRIVILEGED | $1,000 |
| WAREHAM LAND TRUST | |||||||
| 219 MAIN STREET | WAREHAM | MA | 02571 | NONE | PUBLIC CHARITY | ENVIRONMENTAL | $18,396 |
| WAREHAM LIBRARY FOUNDATION | |||||||
| PO BOX 485 | EAST WAREHAM | MA | 02538 | NONE | PUBLIC CHARITY | EDUCATIONAL | $1,000 |
| WATER COMPASS | |||||||
| 505 TREMONT STREET UNIT 411 | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | ENVIRONMENTAL | $1,000 |
| WATERFORD HISTORICAL SOCIETY | |||||||
| PO BOX 201 | WATERFORD | ME | 04088 | NONE | PUBLIC CHARITY | EDUCATIONAL | $1,000 |
| WESTON ART AND INNOVATION CENTER | |||||||
| 356 BOSTON POST ROAD | WESTON | MA | 02493 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 |
| WGBH | |||||||
| PO BOX 55875 | BOSTON | MA | 02135 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 |
| WINSOR SCHOOL | |||||||
| 103 PILGRIM ROAD | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | EDUCATIONAL | $1,000 |
| WOMEN'S LUNCH PLACE | |||||||
| 67 NEWBURY STREET | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | UNDERPRIVILEGED | $1,000 |
| MAINE MINERAL & GEM MUSEUM | |||||||
| 99 MAIN STREET | BETHEL | ME | 04217 | NONE | PUBLIC CHARITY | CHARITABLE | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,020,105 | 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 | $1,482,376 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,725,251 | ExclusionAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,675 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,207,627 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,675 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,209,302 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $14,495 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $14,495 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MERRILL LYNCH | StockNm |
| EOY Book Value | $37,896,715 | EOYBookValueAmt |
| EOYFMV | $51,824,799 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LYME CONSERVATION OPPORTUNITIES FUND | AT COST | $328,256 | $328,256 |
| LYME FOREST FUND IV | AT COST | $861,584 | $861,584 |
| MEDIA INVESTMENTS | AT COST | $936,000 | $936,000 |
| THE NORTHERN FORREST CENTER | AT COST | $100,000 | $100,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSES | $276,823 | $276,823 | $0 |
| OTHER INVESTMENT EXPENSES | $14,406 | $14,406 | $0 |
| LUNAR MATERIAL | $97,500 | $0 | $97,500 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING | CategoryTxt |
| Amt | $2,875 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,875 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX | $81,081 | $0 | $81,081 |
| FOREIGN TAX | $11,553 | $11,553 | $0 |
Comments