2024-08-13T10:24:39-04:00 2023-12-31 042686846 KING MCNAMARA MORIARTY LLP 473 WASHINGTON STREET NORWOOD MA 020622330 990PF 2023-01-01 043655746 THE LYCEUM FELLOWSHIP INC C/O JENNIFER A SWEET LYCE 5085400048 533 PALMER AVENUE FALMOUTH MA 02540 JENNIFER A SWEET TREASURER 5208207808 2024-08-02 true false JOSEPH B MORIARTY CPA P00043600 7817696300 2024-08-02 2023 2024-08-08 14:25:15Z X 1123893 X 18750 26753 26753 26753 -33447 289935 1969 1969 14025 26753 28722 8825 600 680 12500 622 11878 105 799 264 34325 34325 5475 5475 11754 6324 4136 73783 7810 56494 25000 25000 98783 7810 81494 -84758 18943 28722 86126 71185 71185 10010 10010 9886 29804 199196 168573 153901 591996 583325 888492 15229 15229 1148 429 429 918280 833522 1123893 0 X 918280 833522 918280 833522 918280 833522 918280 -84758 833522 833522 CHARLES SCHWAB- SHORT TERM LOSS P 22220 23473 -1253 -1253 CHARLES SCHWAB- NET LONG TERM LOSSES P 267715 299909 -32194 -32194 -33447 263 263 263 329 329 66 66 false false false false false false false true true MA true false true false false true WWW.LYCEUM-FELLOWSHIP.ORG JENNIFER A SWEET 5085400048 533 PALMER AVENUE FALMOUTH MA 02540 false false false false false false false false false false false false false false false false false false false false PETER N VINCENT 537 ILIMANO STREET KAILUA HI 96734 PRESIDENT 5.00 0 0 0 JENNIFER A SWEET 4521 W AZEELE STREET TAMPA FL 33609 TREASURER 1.00 0 0 0 JOSEPH SZIABOWSKI 54 INTERVALE ROAD SUDBURY MA 01776 CLERK/SECY 0.50 0 0 0 THOMAS MCNEIL 15 SLEEPY HOLLOW DRIVE PLYMOUTH MA 02360 DIRECTOR 0.50 0 0 0 MICHAEL PARDEK 15 WINN TERRACE MALDEN MA 02148 DIRECTOR 0.50 0 0 0 MOLLY MOORE 189 CONCORD AVENUE UNIT 4 CAMBRIDGE MA 02138 DIRECTOR 0.50 0 0 0 NONE NONE THE LYCEUM FELLOWSHIP ADVANCES THE DEVELOPMENT OF THE NEXT GENERATION OF ARCHITECTURAL TALENT THROUGH A COMPETITION TO AWARD A TRAVEL FELLOWSHIP. THE DESIGN PROGRAM IS DEVELOPED BY LEADING ARCHITECTS AND JUDGED BY INSIGHTFUL JURY MEMBERS. PRIZE MONEY IS TARGETED TO STUDENTS ENROLLED IN AN ACCREDITED SCHOOL OF ARCHITECTURE. PRIZE WINNERS ARE REQUIRED TO BEGIN THEIR TRAVELS WITHIN 15 MONTHS OF WINNING THEIR TRAVEL GRANT. 98783 N/A 1004387 86564 0 1090951 1090951 16364 1074587 53729 53729 263 263 53466 53466 53466 81494 81494 53466 13238 81494 13238 53466 14790 14790 0 14790 14790 THE LYCEUM FELLOWSHIP INC 533 PALMER AVENUE FALMOUTH MA 02540 5085400048 ADMIN@LYCEUM-FELLOWSHIP.ORG ENTRIES ARE SUBMITTED ELECTRONICALLY THROUGH THE WEBSITE. ENTRIES MUST BE IN THE FORM OF AN 11" X 17" BOOKLET WITH HORIZONTAL ORIENTATION AND BOUND ON LEFT 11" SIDE. THE BOOKLET INCLUDES DRAWINGS SUPPLEMENTED BY A NARRATIVE. EARLY SPRING STUDENTS ATTENDING ANY ACCREDITED SCHOOL OF ARCHITECTURE IN NORTH AMERICA JACOB DASUTA 1706 SUMMIT VIEW PL APT 7 AUSTIN TX 78703 NONE 2ND PRIZE 19 SEE STATEMENT 7 4000 RUTH SHIFERAW 959 ACKERMAN AVE SYRACUSE NY 13210 NONE 3RD PRIZE 20 SEE STATEMENT 7 300 AVERY SEIP 545 BERRIEN ST APT 5D SAVANNAH GA 31401 NONE 2ND PRIZE 21 SEE STATEMENT 7 300 MIKAYLA WILLIAMS 2432 TARBET DRIVE MEMPHIS TN 38119 NONE JON MCKEE 21 SEE STATEMENT 7 5000 DEVON ROWLEY 19 ADAMSON STREET SELDEN NY 11784 NONE 2ND PRIZE 22 SEE STATENMENT 7 7700 ISABEL VINEYARD 93 REMSEN STREET APT 1R BROOKLYN NY 11201 NONE 3RD PRIZE 22 SEE STATEMENT 7 4200 JOY MULLAPPALLY 716 OVERLIN DRIVE GLENWOOD SPRINGS CO 81601 NONE JON MCKEE 22 SEE STATEMENT 7 3500 25000 14 26753 14 -33447 COMPETITION ENTRY FEES 745 NONDIVIDEND DISTRIBUTIONS 14 1224 27977 -32702 -4725 false false false false false false false false false false X X 1 HUTKER ARCHITECTS INC 533 PALMER AVENUE FALMOUTH MA 02540 5000 X 2 NEW ENGLAND HOME MAGAZINE LLC 530 HARRISON AVENUE SUITE 302 BOSTON MA 02118 5000 X ACCOUNTING FEES 8825 600 680 10,000 ANHEUSER-BUSCH 4.75% 10753 10152 10,000 AMAZON COM INC 3.8% 20,000 CARDINAL HEALTH 3.2% 10,000 CITIGROUP INC 3.2% 9400 9532 10,000 CITIGROUP INC 3.2% 9257 9532 10,000 CVS HEALTH CORP 2.125% 9787 8278 10,000 ELEVANCE HEALTH 3.65% 11197 9695 10,000 GOLDMAN SACHS GROWTH 3.50% 10086 9803 10,000 GOLDMAN SACHS GROWTH 3.50% 10031 9803 10,000 JP MORGAN CHASE & CO VARIABLE 10817 9546 10,000 LOWE'S COMPANIES 3.1% 10927 9582 20,000 MICROSOFT CORP 3.125% 20024 19526 10,000 SIMON PROPERTY 3.375% 9835 9815 20,000 VERIZON COMMUNICATIONS 4.016% 23046 19326 20,000 WELLS FARGO & CO VARIABLE 23413 19311 1,440 SHS PIONEER DIVERSIFIED TRUST 10010 9886 1,240 SHS FIRST TRUST TCW UNCNST AT COST 30572 30678 475 SHS FLEXSHARES IBOXX 3 YEAR AT COST 570 SHS INVESCO FTSE RAFI DVPD AT COST 21055 27014 695 SHS INVESCO VARIABLE RATE AT COST 985 SHS IQ HEDGE MULTI STRATEGY ETF AT COST 345 SHS ISHARES CMBS ETF IV AT COST 580 SHS ISHARES GLOBAL INFRASTRUCTUR AT COST 145 SHS ISHARES CORE US AT COST 14278 14391 75 SHS ISHARES MSCI ALL COUNT AT COST 4062 4993 435 SHS ISHARES MSCI EAFE SM CAP ETF AT COST 22345 26927 385 SHS MSCI EAFE VALUE INDX ETF AT COST 21880 20059 1,250 SHS ISHARES MSCI USA MIN VOL AT COST 53068 97538 1,700 SHS ISHARES S&P 500 GROWTH AT COST 45904 127670 665 SHS RAYLIANT QUANTAMENTAL CHINA AT COST 355 SHS SPDR DOUBLELINE TOTAL RETURN AT COST 670 SHS SPDR PORTFOLIO HI YLD BD ETF AT COST 245 SHS SPDR INDEX SHARES EMERG AT COST 8565 8675 225 SHS SPDR S&P 500 ETF AT COST 45081 106945 412 SHS SPDR S&P 600 SMALL CAP AT COST 19585 34323 435 VANECK VECTORS ETF INTL HI YIELD AT COST 280 VANECK VECTORS ETF INTL HI YIELD AT COST 135 SHS VANGUARD HIGH DIVIDEND AT COST 135 SHS VANGUARD HIGH DIVIDEND AT COST 235 SHS VANGUARD MID CAP GROWTH AT COST 23369 51599 330 SHS VANGUARD MID CAP VALUE AT COST 29007 47853 220 SHS VANGUARD S/T BOND INDEX FD AT COST 155 SHS VANGUARD SMALL CAP GROWTH AT COST 19573 37474 795 SHS XTRACKERS MSCI EAFE HEDGED AT COST 22332 29399 860 SHS XTRACKERS USD HIGH YIELD AT COST 30495 30573 770 SHS FIRST TRUST LONG SHORT ETF AT COST 25254 43320 2,267.05 SHS ECOFIN GLOBAL RENEWABLE AT COST 7,635.947 SHS BAIRD AGGREGATE BOND AT COST 75000 75290 5,120.616 SHS ECOFIN GLOBAL RENEWABL AT COST 48200 48492 1,448.624 SHS NEUBERGER BERMAN LONG AT COST 23700 25279 15229 15229 CHARLES SCHWAB- DIVIDENDS RECEIVABLE 1148 429 429 EXPENSES DIRECTOR'S INSURANCE 1156 FEES & CHARGES 158 35 MA ANNUAL REPORT 15 OFFICE EXPENSE 157 157 POSTAGE AND DELIVERY 385 385 WEBSITE DEVELOPMENT 3559 3559 INVESTMENT MGMT FEES 6324 6324 COMPETITION ENTRY FEES 745 745 NONDIVIDEND DISTRIBUTIONS 1224 1224 ADMINISTRATOR FEES 12500 622 11878 MA FILING FEE 35 FEDERAL TAXES 500 FOREIGN TAXES PAID 264 264