2025-11-06T16:38:58-05:00 2024-12-31 042686846 KING MCNAMARA MORIARTY LLP 473 WASHINGTON STREET NORWOOD MA 020622330 990PF 2024-01-01 043655746 THE LYCEUM FELLOWSHIP INC C/O JENNIFER A SWEET LYCE 5085400048 533 PALMER AVENUE FALMOUTH MA 02540 JENNIFER A SWEET TREASURER 5208207808 2025-11-05 true false JOSEPH B MORIARTY CPA P00043600 7817696300 2025-11-05 2024 2025-03-06 01:10:19Z X 1150354 X 10250 25453 25453 25453 1431 226292 1431 2294 1255 1255 38389 26884 29002 2231 10916 850 298 6250 311 5939 338 303 18341 18341 11118 11118 35006 7174 25665 84200 8638 61361 44600 44600 128800 8638 105961 -90411 18246 29002 71185 14859 14859 24182 24182 10010 168573 231808 220176 583325 471820 890695 15229 15229 429 442 442 833522 743111 1150354 0 X 833522 743111 833522 743111 833522 743111 833522 -90411 743111 743111 CHARLES SCHWAB- NET SHORT TERM GAINS P 104099 101805 2294 2294 CHARLES SCHWAB- NET LONG TERM LOSSES P 122193 123056 -863 -863 1431 2294 254 254 254 66 600 666 412 412 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 2103 BAYSHORE BOULEVARD UNIT 901 TAMPA FL 33606 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. 128800 N/A 1089493 59556 0 1149049 1149049 17236 1131813 56591 56591 254 254 56337 56337 56337 105961 105961 56337 14790 14790 105961 56337 49624 64414 0 64414 14790 49624 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 CHRISTINE SIMA 1405 ALHAMBRA DR APOLLO BEACH FL 33572 NONE 3RD PRIZE 20 SEE STATEMENT 7 300 ISABEL VINEYARD 15 WINN TERRACE MALDEN MA 02148 NONE 3RD PRIZE 22 SEE STATEMENT 7 300 MICHAEL FITZPATRICK 315 DUFFIELD STREET WINNIPEG MANITOBA CA R3J 2K1 NONE 1ST PRIZE 23 SEE STATEMENT 7 14500 ILMI LICAJ 771 MAIN STREET APT 3F WORCESTER MA 01610 NONE 2ND PRIZE 23 SEE STATEMENT 7 10000 RUQAIYAH BANDUKWALA 16 HANOVER COURT PRINCETON NJ 08540 NONE 3RD PRIZE 23 SEE STATEMENT 7 5000 ALEJANDRO RODRIGUEZ 6901 SW 98TH STREET PINECREST FL 33156 NONE 1ST PRIZE 24 SEE STATEMENT 7 14500 44600 14 25453 14 1431 COMPETITION ENTRY FEES 1245 NONDIVIDEND DISTRIBUTIONS 14 10 25463 2676 28139 false false false false false false false false false false X X 1 JOSEPH SZIABOWSKI 54 INTERVALE ROAD SUDBURY MA 01776 6000 X ACCOUNTING FEES 10916 850 298 10,000 ABBVIE INC 5.05% 9855 9875 10,000 ANHEUSER-BUSCH 4.75% 10753 9994 10,000 BANK OF AMERICA C VAR% 10328 10348 15,000 BROADCOM INC 5.05% 15118 15120 10,000 CITIGROUP INC 3.2% 10,000 CITIGROUP INC 3.2% 10,000 CITIGROUP INC VAR% 10409 10435 10,000 CVS HEALTH CORP 2.125% 15,000 DUKE ENERGY CORP 5.45% 15505 14980 10,000 ELEVANCE HEALTH 3.65% 11197 9682 10,000 ENERGY TRANSFER 6.05% 10131 10217 10,000 GENERAL MOTORS CO 5.6% 10110 10054 10,000 GOLDMAN SACHS GROWTH 3.50% 10,000 GOLDMAN SACHS GROWTH 3.50% 10,000 JP MORGAN CHASE & CO VARIABLE 10817 9708 10,000 LOWE'S COMPANIES 3.1% 10,000 LOWE'S COMPANIES INC 4.5%% 9649 9809 10,000 META PLATFORMS 4.95% 9966 10008 20,000 MICROSOFT CORP 3.125% 10,000 MORGAN STANLEY VAR% 10604 10570 10,000 NETFLIX INC 5.875% 10271 10322 10,000 RTX CORP 10355 10495 10,000 SIMON PROPERTY 3.375% 10,000 THE COCA-COLA CO 5.0% 10196 10008 10,000 THE GOLDMAN SACHS VAR% 10085 10058 20,000 VERIZON COMMUNICATIONS 4.016% 23046 19146 20,000 WELLS FARGO & CO VARIABLE 23413 19347 770 SHS FIRST TRUST LONG SHORT ETF AT COST 25254 50674 1,240 SHS FIRST TRUST TCW UNCNST AT COST 30572 30566 570 SHS INVESCO FTSE RAFI DVPD AT COST 21055 27297 145 SHS ISHARES CORE US AT COST 75 SHS ISHARES MSCI ALL COUNT AT COST 4062 5414 435 SHS ISHARES MSCI EAFE SM CAP ETF AT COST 22345 26426 385 SHS MSCI EAFE VALUE INDX ETF AT COST 21880 20201 1,250 SHS ISHARES MSCI USA MIN VOL AT COST 53068 110987 1,700 SHS ISHARES S&P 500 GROWTH AT COST 45904 172601 245 SHS SPDR INDEX SHARES EMERG AT COST 8565 9401 225 SHS SPDR S&P 500 ETF AT COST 45081 131868 412 SHS SPDR S&P 600 SMALL CAP AT COST 19585 35947 235 SHS VANGUARD MID CAP GROWTH AT COST 23369 59631 330 SHS VANGUARD MID CAP VALUE AT COST 29007 53384 155 SHS VANGUARD SMALL CAP GROWTH AT COST 19573 43409 795 SHS XTRACKERS MSCI EAFE HEDGED AT COST 22332 32913 860 SHS XTRACKERS USD HIGH YIELD AT COST 30495 31029 3,631.943 SHS BAIRD AGGREGATE BOND AT COST 35673 35048 4,004.004 SHS BAIRD AGGREGATE BOND AT COST 1,440.268 SHS BAIRD AGGREGATE BOND AT COST 14000 13899 5,120.616 SHS ECOFIN GLOBAL RENEWABL AT COST 1,448.624 SHS NEUBERGER BERMAN LONG AT COST 15229 15229 LEGAL FEES 2231 CHARLES SCHWAB- DIVIDENDS RECEIVABLE 429 442 442 EXPENSES DIRECTOR'S INSURANCE 1190 FEES & CHARGES 233 205 MA ANNUAL REPORT 15 MISCELLANEOUS 447 OFFICE EXPENSE 487 POSTAGE AND DELIVERY 88 88 WEBSITE DEVELOPMENT 25372 25372 INVESTMENT MGMT FEES 7174 7174 COMPETITION ENTRY FEES 1245 1245 NONDIVIDEND DISTRIBUTIONS 10 10 ADMINISTRATOR FEES 6250 311 5939 MA FILING FEE 35 FEDERAL TAXES FOREIGN TAXES PAID 303 303