Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
STIFLER FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)100 CODMAN ROAD
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BROOKLINE, MA02445
A Employer identification number

10-6001398
B Telephone number (see instructions)

(617) 357-9876
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$63,257,646
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,651,623 1,609,884  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 4,887,632
b Gross sales price for all assets on line 6a 16,097,815
7 Capital gain net income (from Part IV, line 2)... 4,887,632
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 6,539,255 6,497,516  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 40,000 0   40,000
17 Interest............... 6,730 6,730   0
18 Taxes (attach schedule) (see instructions)... 24,851 0   24,851
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 614,587 614,587   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 686,168 621,317   64,851
25 Contributions, gifts, grants paid....... 2,647,209 2,647,209
26 Total expenses and disbursements. Add lines 24 and 25 3,333,377 621,317   2,712,060
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 3,205,878
b Net investment income (if negative, enter -0-) 5,876,199
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet5,698,303
Less: allowance for doubtful accounts bullet0 5,698,303 5,698,303 5,698,303
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 410,697 410,697 410,697
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 35,073,681 Click to see attachment38,276,362 55,275,080
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,871,967 Click to see attachment1,875,164 1,873,566
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 43,054,648 46,260,526 63,257,646
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 43,054,648 46,260,526
29 Total net assets or fund balances (see instructions)..... 43,054,648 46,260,526
30 Total liabilities and net assets/fund balances (see instructions). 43,054,648 46,260,526
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
43,054,648
2
Enter amount from Part I, line 27a .....................
2
3,205,878
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
46,260,526
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
46,260,526
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a MERRILL X11049 P    
b MERRILL X11049 P    
c MERRILL X11049 P    
d MERRILL X55R19 P    
e MERRILL X55R19 P    
MERRILL X55R19 - TC PIPELINES P    
MERRILL X55R19 P    
MERRILL X11250 P    
MERRILL X11250 P    
MERRILL X11250 P    
MERRILL X12568 P    
MERRILL X12568 P    
MERRILL X13689 P    
MERRILL X13689 P    
MERRILL X13689 P    
MERRILL X46533 P    
MERRILL X46533 P    
MERRILL X46533 P    
MERRILL X46535 P    
MERRILL X46539 P    
MERRILL X46539 P    
THE LYME FOREST FUND IV P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 296,787   230,437 66,350
b 2,209,394   1,560,383 649,011
c 189,746     189,746
d 905,804   806,359 99,445
e 1,340,308   790,870 549,438
256,371   250,782 5,589
306,616     306,616
666,290   616,490 49,800
445,782   318,943 126,839
607     607
1,670,806   1,568,127 102,679
1,521,708   736,219 785,489
49,502   47,519 1,983
240,364   225,324 15,040
1,820     1,820
1,962,682   1,844,031 118,651
2,123,142   820,680 1,302,462
23,928     23,928
953,732   800,000 153,732
95,833   97,077 -1,244
779,130   496,942 282,188
57,463     57,463
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       66,350
b       649,011
c       189,746
d       99,445
e       549,438
      5,589
      306,616
      49,800
      126,839
      607
      102,679
      785,489
      1,983
      15,040
      1,820
      118,651
      1,302,462
      23,928
      153,732
      -1,244
      282,188
      57,463
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 4,887,632
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 81,679
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 81,679
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 16,800
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 75,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 91,800
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 101
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 10,020
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet10,020 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletLAWRENCE TP STIFLER Telephone no.bullet (617) 739-3322

    Located atbullet100 CODMAN ROADBROOKLINEMA ZIP+4bullet02445
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
     
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    LAWRENCE TP STIFLER TRUSTEE
    2.00
    0 0 0
    100 CODMAN ROAD
    BROOKLINE,MA02445
    MARY MCFADDEN TRUSTEE
    2.00
    0 0 0
    100 CODMAN ROAD
    BROOKLINE,MA02445
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 LOANS TO MAINE MINERAL & GEM MUSEUM 0
    2 INVESTMENT IN THE LYME CONSERVATION OPPORTUNITIES FUND 0
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    50,815,485
    b
    Average of monthly cash balances.......................
    1b
    0
    c
    Fair market value of all other assets (see instructions)................
    1c
    7,982,565
    d
    Total (add lines 1a, b, and c).........................
    1d
    58,798,050
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    58,798,050
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    881,971
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    57,916,079
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    2,895,804
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    2,895,804
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    81,679
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    81,679
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,814,125
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    2,814,125
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    2,814,125
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2020
    (c)
    2020
    (d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 2,814,125
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019...... 696,589
    e From 2020......  
    f Total of lines 3a through e ........ 696,589
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 2,712,060
    a Applied to 2020, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2021 distributable amount..... 2,712,060
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 102,065 102,065
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 594,524
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    594,524
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019.... 594,524
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    LAWRENCE TP STIFLER
    MARY MCFADDEN
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    LAWRENCE TP STIFLER
    100 CODMAN ROAD
    BROOKLINE,MA02445
    (617) 739-3322
    bThe form in which applications should be submitted and information and materials they should include:
    IN WRITING AND INDICATING PURPOSE.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    ALBANY IMPROVEMENT ASSOCIATION
    PO BOX 1213
    BETHEL,ME04217
    NONE PUBLIC EDUCATIONAL 3,000
    AVIAN HAVEN
    418 N PALERMO RD
    FREEDOM,ME04941
    NONE PUBLIC UNDERPRIVELEGED 5,000
    BAAM
    1875 CONNECTICUT AVE NW 10TH FLOOR
    WASHINGTON,DC20009
    NONE PUBLIC EDUCATIONAL 6,000
    BEDLAM
    603 WEST 115TH ST MAILBOX 130
    NEW YORK,NY100257722
    NONE PUBLIC ENVIRONMENTAL 1,000
    BETHEL HISTORICAL SOCIETY
    10 BROAD STREET
    BETHEL,ME04217
    NONE PUBLIC PUBLIC SAFETY 2,500
    BETHEL HISTORICAL SOCIETY
    10 BROAD STREET
    BETHEL,ME04217
    NONE PUBLIC ENVIRONMENTAL 1,000
    BETHEL LIBRARY
    5 BROAD STREET
    BETHEL,ME04217
    NONE PUBLIC ENVIRONMENTAL 1,500
    BOSTON CASA
    85 MERRIMAC ST 401
    BOSTON,MA02114
    NONE PUBLIC UNDERPRIVELEGED 1,000
    BOSTON RESCUE MISSION
    39 KINGSTON ST
    BOSTON,MA02111
    NONE PUBLIC UNDERPRIVILEGED 1,000
    BOYS & GIRLS CLUB OF WAREHAM
    166 JENNEY ST
    NEW BEDFORD,MA02740
    NONE PUBLIC EDUCATIONAL 1,000
    BRENNAN CENTER FOR JUSTICE
    120 BROADWAY SUITE 1750
    NEW YORK,NY10271
    NONE PUBLIC EDUCATIONAL 1,000
    BROOKLINE POLICE MUTUAL AID AS
    350 WASHINGTON ST
    BROOKLINE,MA024456851
    NONE PUBLIC UNDERPRIVELEGED 500
    CALCULUS PROJECT
    168 POND STREET
    RANDOLPH,MA02368
    NONE PUBLIC EDUCATIONAL 5,250
    CALVERT SCHOOL
    105 TUSCANY ROAD
    BALTIMORE,MD21210
    NONE PUBLIC ENVIRONMENTAL 21,500
    CEBE
    447 MAIN STREET
    NORWAY,ME04268
    NONE PUBLIC EDUCATIONAL 5,000
    CELEBRITY SERIES
    20 PARK PLAZA SUITE 1032
    BOSTON,MA02116
    NONE PUBLIC ENVIRONMENTAL 50,000
    CELEBRITY SERIES
    20 PARK PLAZA SUITE 1032
    BOSTON,MA02116
    NONE PUBLIC EDUCATIONAL 25,000
    CENTRAL SQUARE THEATER
    450 MASSACHUSETTS AVE
    CAMBRIDGE,MA02139
    NONE PUBLIC ENVIRONMENTAL 1,000
    CHARITY NAVIGATOR
    299 MARKET STREET SUITE 250
    SADDLE BROOK,NJ07663
    NONE PUBLIC ENVIRONMENTAL 2,500
    COALITION FOR BUZZARDS BAY
    114 FRONT ST
    NEW BEDFORD,MA02740
    NONE PUBLIC ENVIRONMENTAL 246,500
    CONSERVATION LAW FON
    62 SUMMER ST
    BOSTON,MA02110
    NONE PUBLIC EDUCATIONAL 1,000
    COOLIDGE CORNER THEATER FOUNDATION
    290 HARVARD ST
    BROOKLINE,MA02446
    NONE PUBLIC EDUCATIONAL 150,000
    COOLIDGE CORNER THEATRE
    290 HARVARD ST
    BROOKLINE,MA02446
    NONE PUBLIC EDUCATIONAL 2,500
    COURAGEOUS PARENTS NETWORK
    21 ROCHESTER ROAD
    NEWTON,MA02458
    NONE PUBLIC EDUCATIONAL 2,500
    DARTMOUTH COLLEGE
    6066 DEVELOPMENT OFFICE
    HANOVER,NH03755
    NONE PUBLIC EDUCATIONAL 500
    DARTMOUTH COLLEGE
    6066 DEVELOPMENT OFFICE
    HANOVER,NH03755
    NONE PUBLIC EDUCATIONAL 50,000
    DARTMOUTH COLLEGE
    6066 DEVELOPMENT OFFICE
    HANOVER,NH03755
    NONE PUBLIC EDUCATIONAL 5,000
    DOCTORS WO BORDER
    PO BOX 5030
    HAGERSTOWN,MD21741
    NONE PUBLIC EDUCATIONAL 1,000
    EARTH JUSTICE
    50 CALIFORNIA STREET SUITE 500
    SAN FRANCISCO,CA94111
    NONE PUBLIC ENVIRONMENTAL 2,500
    EDF ENVIRONMENTAL DEFENSE FUND
    18 TREMONT ST STE 850
    BOSTON,MA02108
    NONE PUBLIC ENVIRONMENTAL 2,500
    FACING HISTORY & OURSELVES
    16 HURD RD
    BROOKLINE,MA02445
    NONE PUBLIC EDUCATION 1,000
    FAMILY PROMISE METROWEST
    6 MULLIGAN ST
    NATICK,MA01760
    NONE PUBLIC ENVIRONMENTAL 1,000
    FFRF
    PO BOX 750
    MADISON,WI53701
    NONE PUBLIC UNDERPRIVELEGED 1,000
    FRIENDS OF OBG BURIAL GROUND
    226 DUDLEY STREET
    BROOKLINE,MA02445
    NONE PUBLIC ENVIRONMENTAL 500
    FRIENDS OF THE EARTH
    1101 15TH STREET NW 11TH FLOOR
    WASHINGTON,DC20005
    NONE PUBLIC EDUCATIONAL 1,500
    GILEAD HISTORICAL SOCIETY
    14 DEPOT ST
    GILEAD,ME04217
    NONE PUBLIC EDUCATIONAL 1,000
    GILMAN SCHOOL
    5407 ROLAND AVENUE
    BALTIMORE,MD21210
    NONE PUBLIC EDUCATIONAL 25,000
    GREATER BOSTON FOOD BANK
    70 S BAY AVE
    BOSTON,MA02118
    NONE PUBLIC EDUCATIONAL 1,000
    GREENWOOD HISTORICAL SOCIETY
    PO BOX 141
    GREENWOOD,ME04255
    NONE PUBLIC UNDERPRIVELEGED 1,000
    HTE COMPACT
    PO BOX 819
    PROVINCETOWN,MA02657
    NONE PUBLIC UNDERPRIVELEGED 1,000
    INSTITUTE FOR JUSTICE
    901 N GLEBE ROAD SUITE 900
    ARLINGTON,VA22203
    NONE PUBLIC UNDERPRIVELEGED 2,000
    LAKES ENVIRONMENTAL ASSOC
    230 MAIN STREET
    BRIDGTON,ME04009
    NONE PUBLIC EDUCATIONAL 1,000
    LAND TR ALLNC
    1250 H STREET NW SUITE 600
    WASHINGTON,DC20005
    NONE PUBLIC ENVIRONMENTAL 2,500
    LENNY ZAKIM FUND
    33 ARCH STREET
    BOSTON,MA02110
    NONE PUBLIC EDUCATIONAL 2,000
    LIVE & LET LIVE FARM
    20 PARADICE LN
    CHICHESTER,NH03258
    NONE PUBLIC ENVIRONMENTAL 1,000
    MAHOOSUC LAND TR
    162 N RD
    BETHEL,ME04217
    NONE PUBLIC EDUCATIONAL 1,000
    MAINE 4H
    491 COLLEGE AVE
    ORONO,ME04473
    NONE PUBLIC EDUCATIONAL 116,000
    MAINE 4H FON
    YORK COMPLEX 1
    ORONO,ME04469
    NONE PUBLIC ENVIRONMENTAL 1,500
    MAINE COMM FON OXFORD CO
    150 KING STREET
    OXFORD,ME04270
    NONE PUBLIC ENVIRONMENTAL 2,000
    MAINE FARMLAND TRUST
    97 MAIN ST
    BELFAST,ME04915
    NONE PUBLIC UNDERPRIVELEGED 3,000
    MAINE PUBLIC
    323 MARGINAL WAY
    PORTLAND,ME04101
    NONE PUBLIC EDUCATIONAL 1,000
    MAINE MINERAL & GEM MUSEUM
    99 MAIN ST
    BETHEL,MA04217
    NONE PUBLIC EDUCATIONAL 1,746,079
    MAINE TREE FDN
    535 CIVIC CENTER DRIVE
    AUGUSTA,ME04330
    NONE PUBLIC EDUCATIONAL 2,500
    MARION INST
    202 SPRING ST
    MARION,MA02738
    NONE PUBLIC MEDICAL 1,000
    MASS AUDUBON
    208 SOUTH GREAT ROAD
    LINCOLN,MA01773
    NONE PUBLIC ENVIRONMENTAL 5,000
    MASS HOUSING & SHELTER ALLIANC
    7 BULFINCH PL 201
    BOSTON,MA02114
    NONE PUBLIC EDUCATIONAL 1,000
    MASS LAND TRUST COALITION
    18 WOLBACH RD
    SUDBURY,MA01776
    NONE PUBLIC EDUCATIONAL 1,000
    ME WOODLAND OWNERS
    8 MULLIKEN CT
    AUGUSTA,ME04330
    NONE PUBLIC RELIGIOUS 500
    NATURAL RESOURCES COUNCIL OF M
    3 WADE ST
    AUGUSTA,ME04330
    NONE PUBLIC UNDERPRIVILEGED 10,000
    NE FORESTRY FDN
    18 NORTH MAIN STREET SUITE 204
    CONCORD,NH03301
    NONE PUBLIC UNDERPRIVELEGED 5,000
    NEW BEDFORD SYMPHONY
    128 UNION ST SUITE 204
    NEW BEDFORD,MA02740
    NONE PUBLIC EDUCATIONAL 5,000
    NORTHERN FOREST CTR
    18 NORTH MAIN STREET SUITE 204
    CONCORD,NH03301
    NONE PUBLIC ENVIRONMENTAL 2,500
    NORWAY HISTORICAL SOC
    471 MAIN STREET
    NORWAY,ME04268
    NONE PUBLIC EDUCATIONAL 1,000
    PINE STREET INN
    444 HARRISON AVE
    BOSTON,MA02118
    NONE PUBLIC ENVIRONMENTAL 1,000
    PIONEER INST
    185 DEVONSHIRE ST
    BOSTON,MA02110
    NONE PUBLIC UNDERPRIVELEGED 15,000
    PLANNED PARENTHOOD LEAGUE OF M
    1055 COMMONWEALTH AVE
    BOSTON,MA02215
    NONE PUBLIC EDUCATIONAL 5,000
    PROJECT OPPTY
    5107 S ADAMS ST
    SEATTLE,WA98118
    NONE PUBLIC UNDERPRIVELEGED 1,000
    RESCUE
    315 NORTH A STREET
    OXNARD,CA93030
    NONE PUBLIC ENVIRONMENTAL 1,000
    RIVER NETWORK
    PO BOX 21387
    BOULDER,CO80308
    NONE PUBLIC EDUCATIONAL 1,000
    ROUND THE BEND FARM
    92 ALLEN NECK RD
    SOUTH DARTMOUTH,MA02748
    NONE PUBLIC EDUCATIONAL 1,000
    SAVE OUR STREETS BOSTON
    14 MANION RD
    BOSTON,MA02136
    NONE PUBLIC EDUCATIONAL 5,000
    SOCIAL INNOVATION FORUM
    2 OLIVER STREET
    BOSTON,MA02109
    NONE PUBLIC ENVIRONMENTAL 15,000
    SOCIETY FOR SCIENCE & THE PUBL
    1719 N STREET NW
    WASHINGTON,DC20036
    NONE PUBLIC ENVIRONMENTAL 500
    SOS BOSTON
    14 MANION RD
    BOSTON,MA02136
    NONE PUBLIC EDUCATIONAL 2,500
    STRAT FOR YOUTH
    PO BOX 390174
    CAMBRIDGE,MA02139
    NONE PUBLIC ENVIRONMENTAL 19,380
    TENACITY
    38 EVERETT ST
    BOSTON,MA02134
    NONE PUBLIC ENVIRONMENTAL 1,000
    THE WINSOR SCHOOL
    103 PILGRIM ROAD
    BOSTON,MA02215
    NONE PUBLIC ENVIRONMENTAL 500
    TPL
    6 BEACON ST 615
    BOSTON,MA02108
    NONE PUBLIC EDUCATIONAL 2,500
    TREE STREET YOUTH
    144 HOWE STREET
    LEWISTON,ME04240
    NONE PUBLIC ENVIRONMENTAL 1,000
    UNION OF CONCERNED SCIENTISTS
    2 BRATTLE SQUARE
    CAMBRIDGE,MA02138
    NONE PUBLIC EDUCATIONAL 1,000
    UNIV OF THE CUMBERLANDS
    6178 COLLEGE STATION DRIVE
    WILLIAMSBURG,KY40769
    NONE PUBLIC EDUCATIONAL 1,000
    URBAN FARMING INST
    487 NORFOLK ST
    MATTAPAN,MA02126
    NONE PUBLIC EDUCATIONAL 1,000
    UTEC
    35 WARREN ST
    LOWELL,MA01852
    NONE PUBLIC ENVIRONMENTAL 1,000
    WALKER SCHOOL
    1968 CENTRAL AVE
    NEEDHAM,MA02492
    NONE PUBLIC UNDERPRIVELEGED 1,000
    WAREHAM LAND TRUST
    219 MAIN ST E
    WAREHAM,MA02571
    NONE PUBLIC EDUCATIONAL 12,500
    WAREHAM LIBRARY ASSOC FON
    59 MARION RD
    WAREHAM,MA02571
    NONE PUBLIC ENVIRONMENTAL 1,000
    WATERSHED
    19 BRICK HILL RD
    NEWCASTLE,ME04553
    NONE PUBLIC ENVIRONMENTAL 5,000
    WBUR
    890 COMMONWEALTH AVE
    BROOKLINE,MA02215
    NONE PUBLIC UNDERPRIVELEGED 500
    WESTPORT RIVER WATERSHED ALLIANCE
    493 OLD COUNTY RD
    WESTPORT,MA02790
    NONE PUBLIC UNDERPRIVELEGED 1,000
    WILDLANDS TRUST
    675 LONG POND ROAD
    PLYMOUTH,MA02360
    NONE PUBLIC UNDERPRIVELEGED 1,000
    WOMENS LUNCH PL
    67 NEWBURY ST
    BOSTON,MA02116
    NONE PUBLIC EDUCATIONAL 1,000
    XMAS FOR CHILDREN BETHEL ROTARY
    174 MAYVILLE RD
    BETHEL,ME04217
    NONE PUBLIC UNDERPRIVILEGED 500
    XMAS FOR CHILDREN BETHEL ROTARY
    174 MAYVILLE RD
    BETHEL,ME04217
    NONE PUBLIC EDUCATIONAL 1,000
    Total .................................bullet 3a 2,647,209
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........
             
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        14 498,789 4,388,843
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 2,150,412 4,388,843
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    6,539,255
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    3 INVESTMENT INCOME
    4 INVESTMENT INCOME
    8 INVESTMENT INCOME
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    STIFLER FAMILY FOUNDATION
    EIN:
    10-6001398
    Name of Stock End of Year Book Value End of Year Fair Market Value
    MERRILL LYNCH 38,276,362 55,275,080

    TY 2021 InvestmentsOtherSchedule2
    Name:
    STIFLER FAMILY FOUNDATION
    EIN:
    10-6001398
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    LYME CONSERVATION OPPORTUNITIES FUND AT COST 250,188 206,025
    LYME FOREST FUND IV AT COST 1,624,976 1,667,541

    TY 2021 OtherExpensesSchedule
    Name:
    STIFLER FAMILY FOUNDATION
    EIN:
    10-6001398
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT EXPENSES 314,697 314,697   0
    OTHER EXPENSES 299,890 299,890   0


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    STIFLER FAMILY FOUNDATION
    EIN:
    10-6001398
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CONSULTING 40,000 0   40,000


    TY 2021 TaxesSchedule
    Name:
    STIFLER FAMILY FOUNDATION
    EIN:
    10-6001398
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAX 14,549 0   14,549
    FOREIGN TAX 9,802 0   9,802
    FILING FEE 500 0   500