2024-11-13T23:16:17-06:00 2023-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-01-01 043033170 The Stobart Foundation % Foundation Source STOB 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 anne fletcher president 8008391754 2024-11-13 true true Jeffrey D Haskell P01345770 8008391754 2023 2024-10-15 13:58:12Z X X 2830491 X 2700446 190 190 23993 23993 -14722 148370 120278 37655 37655 2747562 144461 37655 30539 30539 11709 0 0 11709 84576 50302 34274 1892 1755 27244 27244 49331 18348 2211 28772 205291 97649 2211 105294 8375 8375 213666 97649 2211 113669 2533896 46812 35444 17904 47929 47929 139500 1114976 1183562 210105 1599000 1599000 367509 2761905 2830491 0 0 X 367509 2761905 367509 2761905 367509 2761905 367509 2533896 2901405 139500 2761905 Publicly-traded Securities 32370 28092 4278 4278 PAINTING-GEORGETOWN WATER STREET 1842 D 2023-03-01 2023-06-28 70000 0 70000 70000 PAINTING-UNLOADING IN HONG KONG-DASHING WAVE D 2023-03-01 2023-06-28 46000 0 46000 46000 120278 651 651 651 0 800 800 X 6 143 143 false false false false false false false true true MA true false true false false true Foundation Source 8008391754 55 WALLS DRIVE FL 3 Fairfield CT 06824 false false true false true false false false false false false false false false false false true false false 0 false false false false Anne M Fletcher Foundation Source 501 Silverside Rd Wilmington DE 198091377 Pres, Sec, Treas, Trustee 1.0 30539 0 0 676648 44827 1320231 2041706 0 2041706 30626 2011080 100554 100554 651 651 99903 35444 135347 135347 113669 0 0 0 0 113669 135347 20548 113669 20548 93121 0 0 42226 0 0 Anne M Fletcher Grants from Stobart Foundation 242 Causeway Street Medfield MA 02052 6173205904 Online at www.stobartfoundation.org For Fellowship Grants - Samples of artwork, description of how funds will be used, supplies, travel, lodging June 30th, December for second installment of grants Criteria as stated in application BRISTOL COMMUNITY COLLEGE FOUNDATION INC 777 ELSBREE ST FALL RIVER MA 02720 N/A PC General & Unrestricted 1500 G R Gomez C Cordoba No 12 PC Belmez Cordoba SP 14240 NONE I Artist Fellowship 5600 NATIONAL MARITIME HISTORICAL SOCIETY 1000 N DIVISION ST STE 4 PEEKSKILL NY 10566 N/A PC General & Unrestricted 1275 8375 14 190 14 23993 18 -14722 EXEMPT FUNCTION INCOME 37655 9461 37655 47116 11 Sales of Maritime Heritage Prints artwork pertaining to John Stobart in order to further the foundation's mission of providing Artist Fellowship grants. false false false false false false false false false false X X 1 Fletcher Anne M 242 Causeway Street Medfield MA 02052 2700446 X X 1 Painting-Busy Day in the East River NY 150000 2023-03-01 1 Painting-Bark "Morning Star" & Brig "Alexander" Cutting in North of the Bering Strait 175000 2023-03-01 1 Painting-Brig Pilgrim Entering Monterey 55000 2023-03-01 1 Painting-Clipper Ship Dashing Wave Entering the Golden Gate San Francisco 145000 2023-03-01 1 Painting-Georgetown Water Street 1842 80000 2023-03-01 1 Painting-Grand Bankers 40000 2023-03-01 1 Painting-Isles of Shoals Babb's Cove Appledore Island 25000 2023-03-01 1 Painting-Isles of Shoals White Island 45000 2023-03-01 1 Painting-Lightening 25000 2023-03-01 1 Painting-The Mayflower II at Sea under full sail 40000 2023-03-01 1 Painting-Memorial to the Age of Sail The Schooners at Wiscasset c. 1937 75000 2023-03-01 1 Painting-Monhegan Island , 1 sh. 36000 2023-03-01 1 Painting-Nantucket Brant Point Light 25000 2023-03-01 1 Painting-Navara on the Clyde 95000 2023-03-01 1 Painting - Oast houses in Sussex UK 25000 2023-03-01 1 Painting - Pathway to the Beach Fort Lauderdale 9000 2023-03-01 1 Painting-Royal Yacht Britannia Entering Saint Lawrence Seaway 35000 2023-03-01 1 Painting-San Xavier Mission, Tucson 32000 2023-03-01 1 Painting-Schooner Heritage Sailing North Through Somes Sound Above Camden, Maine 100000 2023-03-01 1 Painting-Squamish Logging Camp 30000 2023-03-01 1 Painting-Unloading in Hong Kong "The Dashing Wave" 55000 2023-03-01 1 Painting - Unloading Oil Casks, Merrill's Wharf, New Bedford 120000 2023-03-01 1 Painting-Wayne City Landing, 1842 42000 2023-03-01 1 Painting-Whaling Bark Charles W. Morgan 125000 2023-03-01 1 Painting-Windmill Harbor, Hilton Head Island, SC 75000 2023-03-01 1 DFA U.S. SMALL CAP VALUE PORTFOLIO DFSVX, 1075.11 sh. 45574 2023-07-18 1 DFA U.S. SMALL CAP PORTFOLIO DFSTX, 1388.88 sh. 59722 2023-07-18 1 VANGUARD SM-CAP ETF VB, 410 sh. 84425 2023-07-18 1 VANGUARD SF REIT ETF VNQ, 1325 sh. 112764 2023-07-18 1 VANGUARD LG-CAP ETF VV, 115 sh. 23836 2023-07-18 1 VANGUARD MID-CAP ETF VO, 340 sh. 77161 2023-07-18 1 VANGUARD SHORT TERM CORPORATE BOND ETF VCSH, 2070 sh. 157030 2023-07-18 1 VANGUARD INTERMEDIATE TERM CORP BOND ET VCIT, 1452 sh. 115049 2023-07-18 1 VANGUARD LT GOV BOND ETF VGLT, 285 sh. 17961 2023-07-18 1 ISHARES BARCLAYS 0-5 YR TIPS STIP, 1119 sh. 108940 2023-07-18 1 PIMCO 0-5 YEAR H/Y CORP BOND HYS, 1188 sh. 108666 2023-07-18 1 VANGUARD MEGA CAP EFT MGC, 45 sh. 7217 2023-07-18 1 AMERICAN FUNDS GROWTH FUND OF AMERICA F GAFFX, 170.763 sh. 10833 2023-07-18 1 PAINTING-BROOKLYN BRIDGE - OIL ON CANVAS 20X30 75000 2023-11-20 AMERICAN FUNDS GROWTH FUND OF 10833 10784 CAPITAL GROUP GROWTH ETF 8864 11998 DFA U.S. LARGE CAP VALUE PORTF 18779 25282 DFA U.S. SMALL CAP PORTFOLIO 63215 65957 DFA U.S. SMALL CAP VALUE PORTF 53742 56203 DIMENSIONAL WORLD EX U S CORE 10829 12015 ISHARES BARCLAYS 0-5 YR TIPS 128909 128857 PIMCO 0-5 YEAR H/Y CORP BOND 118672 120818 SCHWAB INTERNATIONAL DIVIDEND 9060 9836 SCHWAB US DIVIDEND EQUITY ETF 17246 30528 SPDR DOUBLELINE TOTAL RETURN T 7593 6400 VANGUARD INTERMEDIATE TERM COR 120044 123383 VANGUARD LG-CAP ETF 23836 25087 VANGUARD LT GOV BOND ETF 17961 17536 VANGUARD MEGA CAP EFT 23153 38934 VANGUARD MID-CAP ETF 85440 90264 VANGUARD SF REIT ETF 127585 129005 VANGUARD SHORT TERM CORPORATE 177500 180039 VANGUARD SM-CAP ETF 88669 95999 VANGUARD TOTAL INTERNATIONAL S 3046 4637 PAINTING-BROOKLYN BRIDGE - OIL 75000 75000 PAINTING-BARK MORN STAR & BRIG 175000 175000 PAINTING-BRIG PILGRIM ENTERING 55000 55000 PAINTING-BUSY DAY IN THE EAST 150000 150000 PAINTING-CLIPPER SHIP DASHING 145000 145000 PAINTING-GRAND BANKERS 40000 40000 PAINTING-ISLES OF SHOALS BABBS 25000 25000 PAINTING-ISLES OF SHOALS WHITE 45000 45000 PAINTING-LIGHTENING 25000 25000 PAINTING-MEMORIAL TO THE AGE O 75000 75000 PAINTING-MONHEGAN ISLAND 36000 36000 PAINTING-NANTUCKET BRANT POINT 25000 25000 PAINTING-NAVARA ON THE CLYDE 95000 95000 PAINTING-OAST HOUSES IN SUSSEX 25000 25000 PAINTING-PATHWAY TO THE BEACH 9000 9000 PAINTING-ROYAL YACHT BRITANNIA 35000 35000 PAINTING-SAN XAVIER MISSION 32000 32000 PAINTING-SCHOONER HERITAGE SAI 100000 100000 PAINTING-SQUAMISH LOGGING CAMP 30000 30000 PAINTING-THE MAYFLOWER II AT S 40000 40000 PAINTING-UNLOADING OIL CASKS 120000 120000 PAINTING-WAYNE CITY LANDING 42000 42000 PAINTING-WHALING BARK CHARLES 125000 125000 PAINTING-WINDMILL HARBOR HILTO 75000 75000 General Consultations 11709 11709 PRIOR PERIOD ADJUSTMENT 139500 Administrative Set-Up Fee 9500 9500 Bank Charges 148 148 Foundation Dues & Memberships 1500 1500 OFFICE SUPPLIES & EXPENSES 17772 17772 Postage/Delivery Service 2211 2211 INSURANCE 18200 18200 Exempt function income 37655 37655 Investment Management Services 9449 9449 ARTWORK SALES 40853 40853 NETWORK SERVICES 27064 27064 Website Development 7210 7210 Fletcher Anne M 242 Causeway Street Medfield MA 02052 990-PF Excise Tax for 2022 137 Property Taxes 1755 1755