2025-05-14T10:01:26-05:00 2024-12-31 990 2024-01-01 046423231 TRUST UW ALICE E SIAS 52-010063 SIAS 6176644331 1 IRON STREET CAM BOSTON MA 02210 STATE STREET GLOBAL ADVISORS TR CO TRUSTEE 6176644331 2025-05-04 false 2024 2025-03-06 01:10:19Z SEAN CURRAN 1 IRON STREET BOSTON MA 02210 5878830 false X N/A X 1943 MA SUPPORT FOR SIAS LABORATORIES 0 0 0 0 0 0 0 393041 538903 0 393041 538903 332785 341877 0 42791 49643 0 0 6879 20426 382455 411946 10586 126957 6757968 6884925 0 0 6757968 6884925 SUPPORT FOR SIAS LABORATORIES false false 346530 341877 LAHEY CLINIC FOUNDATION INC., FOR SUPPORT OF THE SIAS LABORATORIES 346530 true false false false false false false false false false false false false false false false false false false false false false false false false false false true false false false false false false false false false false false false false false false true false false false true 0 0 true 0 false false false false false false false false false true true false false false false X 0 0 false false false false false false false false false false false false false false false false false false MA X STATE STREET GLOBAL ADVISORS TR CO 6176644331 1 IRON ST BOSTON MA 02210 X STATE STREET GLOBAL ADVISORS TR CO TRUSTEE 1.0 X 45130 0 0 45130 0 0 false false false 272458 272458 5606372 5339927 266445 266445 266445 538903 538903 341877 341877 49643 4513 45130 15705 15705 FOREIGN TAXES MA PC FILING FEE PROBATE FILING FEE 4721 140 4581 411946 346530 65416 0 59000 89535 210460 348505 6488508 6446885 6757968 6884925 0 0 X 6758038 6877090 -70 7835 6757968 6884925 6757968 6884925 126957 X false false false X X 1 LAHEY CLINIC FOUNDATION 042323457 3 true 341877 0 1 341877 0 true false false false false false false false false false false false false false false true false true X 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 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 PART IV SUPPORTING ORGANIZATIONS, SECTION D LINE 2 AN ANNUAL MEETING IS HELD BETWEEN THE TRUSTEE AND LAHEY CLINIC FOUNDAT ION PART V TYPE III NON-FUNCTIONALLY INTEGRATED 509(A)(3) LINE 1 THIS TRUST WAS CREATED UNDER THE WILL OF ALICE SIAS WHO DIED IN 1943. THERE HAVE BEEN NO ADDTIONAL CONTRIBUTIONS. THE TRUST STATES THAT ALL INCOME IS TO BE DISTRIBUTED EACH YEAR TO LAHEY CLINIC FOUNDATION, A HO SPITAL DESCRIBED IN SECTION 170(b)(1)(A)(iii), FOR THE MAINTENANCE OF THE SIAS LABS. THE TRUSTEE PROVIDES THE FINANCIAL INFORMATION FOR THIS TRUST TO LAHEY DURING THEIR ANNUAL MEETING PART V TYPE III NON-FUNCTIONALLY INTEGRATED 509(A)(3) LINE 1 THE TERM INCOME SHALL MEAN FOR EACH CALENDAR YEAR A FIXED 4.5% OF THE FAIR MARKET VALUE OF THE ASSETS OF THIS TRUST, BASED ON A ROLLING FAIR MARKET VALUE AVERAGE OF THE TRUST ASSETS ON THE LAST BUSINESS DAY OF EACH OF THE FIVE PREVIOUS TAXABLE YEARS. PART IV, SECTION D ALL TYPE III SUPPORTING ORG. LINE 3 THE TRUSTEE FOLLOWS LAHEY'S INVESTMENT POLICIES. ALSO, IN 2004 LAHEY E XERCISED THEIR POWER TO REQUEST THAT THE TRUSTEE APPLY FOR A DOCTRINE OF DEVIATION WITH THE PROBATE COURT TO REDEFINE INCOME. SEE EXPLANATI ON UNDER PART V, LINE 1 FOR HOW INCOME IS REDEFINED. true LAHEY CLINIC FOUNDATION 41 MALL ROAD BURLINGTON MA 01805 042323457 501(C)(3) 341877 SUPPORT FOR SIAS LABORATORIES 1 EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2 THERE ARE NO PROCEDURES FOR MONITORING THE USE OF GRANTS FOR THE GOVERNING TRUST DOCUMENT SPECIFICALLY STATES THAT THE INCOME OF THE TRUST IS TO BE PAID TO LAHEY CLINIC FOUNDATION, INC., (FORMERLY BROOKS HOSPITAL) FOR THE SUPPORT OF THE SIAS LABORATORIES. EXPLANATION FOR FORM 990, PAGE 7, PART VII, COLUMN (D) CONSISTENT WITH THE INSTRUCTIONS FOR THIS SECTION THE AMOUNT PAID TO THE INSTITUTIONAL TRUSTEE IS BEING REPORTED HERE ALTHOUGH THERE WAS NO REQUIREMENT TO REPORT COMPENSATION TO AN INSTITUTIONAL TRUSTEE ON A FORM W-2 OR 1099-MISC. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a THERE IS NO GOVERNING BODY OR COMMITTEES. STATE STREET GLOBAL ADVISORS TR CO IS THE INSTITUTIONAL TRUSTEE RESPONSIBLE FOR ADMINISTERING THE TRUST PER THE GOVERNING DOCUMENT (THE TRUST WAS CREATED UNDER THE WILL OF ALICE SIAS) WHICH SPECIFICALLY STATES THAT THE INCOME OF THE TRUST IS TO BE PAID TO LAHEY CLINIC FOUNDATION, INC. (FORMERLY BROOKS HOSPITAL) FOR THE SUPPORT OF THE SIAS LABS EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b THERE ARE NO COMMITTEES FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW THERE IS NO GOVERNING BODY. THE FORM 990 IS PREPARED AND REVIEWED BY THE TAX DEPARTMENT OF STATE STREET GLOBAL ADVISORS TR CO WHICH IS THE INSTITUTIONAL TRUSTEE. FORM 990, PAGE 6, PART VI, LINE 18 UPON REQUEST AT OUR OFFICE LOCATED AT 1 IRON ST., BOSTON, MA 02210 DURING REGULAR BUSINESS HOURS 9:00 - 5:00 FORM 990, PAGE 6, PART VI, LINE 19 UPON REQUEST AT OUR OFFICE LOCATED AT 1 IRON ST., BOSTON, MA 02210 DURING REGULAR BUSINESS HOURS BETWEEN 9:00 - 5:00 FORM 990, PAGE 7, PART VII, SECTION A NONE LAHEY CLINIC FOUNDATION 41 MALL ROAD BURLINGTON MA 01805 042323457 HOSPITAL MA 501(C)(3) PUBLIC CHARITY NA false false true false false false false false false false false false false false false false false false false false LAHEY CLINIC FOUNDATION b 341877 CASH