2026-04-15T04:26:29-05:00 2025-06-30 333709623 COHNREZNICK ADVISORY LLC 350 GRANITE STREET SUITE 1200 BRAINTREE MA 02184 990 2024-07-01 042707673 THE NEW ENGLAND QUARTERLY C/O LORING WOLCOTT & COOLIDGE NEWE 6173734453 230 CONGRESS STREET 12TH FLOOR BOSTON MA 02110 THOMAS R APPLETON TREASURER 6173734453 2026-04-11 1 1 JOLANTA TUCK P01340068 7813803520 2026-04-10 2024 2025-03-06 01:10:19Z CHRISTOPHER JEDREY 230 CONGRESS STREET 12TH FLOOR BOSTON MA 02110 483574 0 X WWW.NEWENGLANDQUARTERLY.ORG X 1980 MA THE ORGANIZATION'S MISSION IS TO ENCOURAGE THE STUDY OF NEW ENGLAND'S HISTORY AND CULTURE AND, THROUGH QUARTERLY PUBLICATION AND RELATED ACTIVITIES, TO ENLIGHTEN THE PUBLIC ABOUT THEIR SIGNIFICANCE AND DIVERSITY. 12 12 0 12 0 0 52950 64352 73242 72888 61723 54213 20504 12075 208419 203528 0 0 0 0 0 0 0 0 42 151115 170690 151115 170690 57304 32838 1764189 1949883 31987 32772 1732202 1917111 THE ORGANIZATION'S MISSION IS TO ENCOURAGE THE STUDY OF NEW ENGLAND'S HISTORY AND CULTURE AND, THROUGH QUARTERLY PUBLICATION AND RELATED ACTIVITIES, TO ENLIGHTEN THE PUBLIC ABOUT THEIR SIGNIFICANCE AND DIVERSITY. 0 0 150058 72888 THE NEW ENGLAND QUARTERLY (NEQ): A HISTORICAL REVIEW OF NEW ENGLAND LIFE AND LETTERS APPEARS FOUR TIMES PER YEAR. EACH ISSUE CONTAINS A MIX OF ESSAYS ON THE HISTORY, LITERATURE, AND CULTURAL AND SOCIAL LIFE OF NEW ENGLAND, FROM ITS FOUNDING TO THE PRESENT. IN ADDITION TO MAJOR ESSAYS, FEATURES INCLUDE MEMORANDA AND EDITED DOCUMENTS, RECONSIDERATIONS OF TRADITIONAL TEXTS AND INTERPRETATIONS, ESSAY REVIEWS AND BOOK REVIEWS. APPROXIMATELY 1,500 INDIVIDUAL AND LIBRARIES SUBSCRIBE TO THE JOURNAL. 150058 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 1 1 1 1 1 0 0 1 0 0 0 0 0 0 MA X THOMAS R APPLETON 6175236531 230 CONGRESS STREET BOSTON MA 02110 X AMORY LORING LOGAN DIRECTOR 0.50 X 0 0 0 CHRISTOPHER JEDREY PRESIDENT/SECRETARY 2.00 X X 0 0 0 DANIEL R COQUILLETTE DIRECTOR 0.50 X 0 0 0 KEN MINKEMA DIRECTOR 0.50 X 0 0 0 MARK PETERSON DIRECTOR 0.50 X 0 0 0 MEGAN MARSHALL DIRECTOR 0.50 X 0 0 0 MICHAEL YOGG DIRECTOR 0.50 X 0 0 0 RICHARD D BROWN DIRECTOR 0.50 X 0 0 0 SUSAN LIVELY DIRECTOR 0.50 X 0 0 0 TED WIDMER DIRECTOR 0.50 X 0 0 0 THOMAS PUTNAM DIRECTOR 0.50 X 0 0 0 THOMAS R APPLETON TREASURER 1.00 X X 0 0 0 0 0 0 0 0 0 0 0 64352 64352 SUBSCRIPTIONS 513120 72888 72888 72888 43605 43605 12075 12075 290654 280046 10608 10608 10608 203528 72888 0 66288 12298 12298 4533 4402 89 42 EDITING 77000 77000 PRODUCTION 68656 68656 8203 8203 170690 150058 20590 42 104932 135320 41327 32602 1617930 1781961 1764189 1949883 31987 32772 31987 32772 X 1645540 1917111 86662 0 1732202 1917111 1764189 1949883 32838 152071 0 X 1 X 0 0 0 X 108484 65045 67396 52950 64352 358227 87990 79744 77672 73242 72888 391536 196474 144789 145068 126192 137240 749763 5000 5000 0 5000 5000 744763 62059 46866 55407 51060 55680 271072 62059 46866 55407 51060 55680 271072 258533 191655 200475 177252 192920 1020835 0.72960 0.75640 0.26550 0.24360 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DODGE & COX INTERNATIONAL STOCK FUND 121521 F ISHARE SELECT DIVIDEND EFT 122849 F SPDR S&P MIDCAP 400 EFT TRUST 184106 F US TREASURY NOTES 399643 F VANGUARD 500 INDEX FUND 782812 F VANGAURD FTSE INTL DEVELOPED MARKET ETF 171030 F 1781961 X PART X, LINE 2: U.S. GAAP PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE QUARTERLY HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WHICH QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AS OF JUNE 30, 2025 AND 2024. GENERALLY, THE QUARTERLY'S TAX RETURNS REMAIN OPEN FOR POSSIBLE FEDERAL INCOME TAX EXAMINATION FOR THREE YEARS AFTER THE FILING DATE. THE QUARTERLY IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. WHILE NO TAX RETURNS ARE CURRENTLY BEING EXAMINED BY THE INTERNAL REVENUE SERVICE, FISCAL YEARS SINCE 2022 REMAIN OPEN. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS WHO MAY ELECT ONE OR MORE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION HAS MEMBERS WHO MAY ELECT ONE OR MORE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS OF THE GOVERNING BODY ARE SUBJECT TO APPROVAL BY MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE GOVERNING BODY REVIEWS FORM 990 BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.