STEVENSON FAM CHARITABLE TR STEVENSON HOWARD TTEE: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- STEVENSON FAM CHARITABLE TR STEVENSON HOWARD TTEE (EIN 04-6629590)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202443199349104984
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T15:20:31-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 881478669 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9 EXECUTIVE PARK DRIVE SUITE 100 | AddressLine1Txt |
| City | MERRIMACK | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03054 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046629590 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVENSON FAMILY CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEV | BusinessNameControlTxt |
| Phone | 6174802752 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 REVERE ST | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02138 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOWARD H STEVENSON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6178642742 | PhoneNum |
| Signature | 2024-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOUGLAS FARRINGTON | PreparerPersonNm |
| PTIN | P00370668 | PTIN |
| Phone | 6038821111 | PhoneNum |
| Preparation | 2024-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,930,931 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $6,240 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,055 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,055 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $231,351 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $231,351 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $371,045 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,058,311 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,769,951 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $23,785 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $21,977 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $633,476 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,024,334 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,545 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,773 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,772 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $20,360 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,116 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $500 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $62,794 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $48,571 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $92,699 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $55,460 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,272 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $714,530 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $714,530 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $807,229 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $55,460 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $719,802 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$173,753 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,968,874 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,038,203 | CashBOYAmt |
| Cash EOY | $1,460,915 | CashEOYAmt |
| Cash EOYFMV | $1,460,915 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,686,300 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $3,468,224 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,557,701 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,470,016 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,192,727 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,018,616 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,930,931 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $10,192,727 | CapitalStockBOYAmt |
| Capital Stock EOY | $10,018,616 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,192,727 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,018,616 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,192,727 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,018,616 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,192,727 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$173,753 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,018,974 | SubtotalAmt |
| Other Decreases | $358 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,018,616 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| BAUPOST LP 1983 C-1 SECTION 1256 LOSS | P | -$6,062 | -$6,062 | ||||
| BAUPOST LP 1983 C-1 SHORT TERM CAPITAL LOSS | P | -$6,346 | -$6,346 | ||||
| BAUPOST LP 1983 C-1 SECTION UBTI 1231 LOSS | P | $0 | $0 | ||||
| BAUPOST LP 1983 A-1 SECTION 1256 LOSS | P | -$530 | -$530 | ||||
| BAUPOST LP 1983 A-1 SHORT TERM CAPITAL LOSS | P | -$15 | -$15 | ||||
| BAUPOST LP 1983 C-1 LONG TERM UBTI CAPITAL GAIN | P | $0 | $0 | $7 | $7 | ||
| BAUPOST LP 1983 A-1 LONG TERM CAPITAL GAINS | P | $46 | $46 | ||||
| BAUPOST LP 1983 C-1 SHORT TERM UBTI CAPITAL GAIN | P | $0 | $0 | $304 | $304 | ||
| BAUPOST LP 1983 C-1 LONG TERM CAPITAL GAINS | P | $4,507 | $4,507 | ||||
| BAUPOST LP 1983 C-1 SECTION 1231 GAINS | P | $8,927 | $8,927 | ||||
| CDM SMITH INC STOCK SALE | D | $1,769,424 | $1,769,424 | $2,058,000 | $288,576 | 2022-12-23 | 2023-06-30 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,769,951 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $27,367 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $27,367 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $27,367 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $16,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $16,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $112 | EsPenaltyAmt |
| Tax Due | $11,479 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6174802752 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 REVERE ST | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02138 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| HOWARD H STEVENSON | ||||||||
| 5 REVERE STREET | CAMBRIDGE | MA | 02138 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| FREDERICKA O STEVENSON | ||||||||
| 5 REVERE STREET | CAMBRIDGE | MA | 02138 | CO-TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,883,689 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $8,470,016 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,353,705 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,353,705 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $155,306 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,198,399 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $509,920 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $509,920 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $27,367 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $178 | IncomeTaxAmt |
| Total Tax | $27,545 | TotalTaxAmt |
| Distributable Before Adj | $482,375 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $482,375 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $482,375 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $719,802 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $719,802 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $482,375 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $602,403 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $271,163 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $224,092 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $343,946 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $743,260 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,184,864 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $719,802 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $482,375 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $237,427 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,422,291 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $602,403 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,819,888 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $271,163 | ExcessFromYear4Amt |
| Excess From Year3 | $224,092 | ExcessFromYear3Amt |
| Excess From Year2 | $343,946 | ExcessFromYear2Amt |
| Excess From Year1 | $743,260 | ExcessFromYear1Amt |
| Excess From Current Year | $237,427 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (97 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 152 COMMONWEALTH FOUNDATION | ||||||
| 152 COMMONWEALTH AVENUE | BOSTON | MA | 02116 | 501 (C) 3 CHARITY | GENERAL | $500 |
| AARP FOUNDATION | ||||||
| PO BOX 93207 | LONG BEACH | CA | 90809 | 501 (C) 3 CHARITY | GENERAL | $100 |
| ABILIS | ||||||
| 50 GLENVILLE STREET | GREENWICH | CT | 06831 | 501 (C) 3 CHARITY | GENERAL | $5,000 |
| ACLU FOUNDATION | ||||||
| PO BOX 97396 | WASHINGTON | DC | 20090 | 501 (C) 3 CHARITY | GENERAL | $500 |
| ACLU FOUNDATION | ||||||
| PO BOX 97396 | WASHINGTON | DC | 20090 | 501 (C) 3 CHARITY | GENERAL | $5,000 |
| ADOLESCENT CONSULTATION SERVICES INC | ||||||
| 189 CAMBRIDGE STREET | CAMBRIDGE | MA | 02141 | 501 (C) 3 CHARITY | GENERAL | $1,000 |
| AFS-USA | ||||||
| 120 WALL STREET SUITE 1600 | NEW YORK | NY | 10005 | 501 (C) 3 CHARITY | GENERAL | $1,000 |
| ALMA DEL MAR FOUNDATION | ||||||
| 515 BELLEVILLE AVE | NEW BEDFORD | MA | 02746 | 501 (C) 3 CHARITY | GENERAL | $1,000 |
| AMNESTY INTERNATIONAL USA | ||||||
| 311 W 43RD STREET 7TH FLOOR | NEW YORK | NY | 10036 | 501 (C) 3 CHARITY | GENERAL | $100 |
| ASSOCIATES OF THE BOSTON PUBLIC LIBRARY | ||||||
| 700 BOYLSTON ST | BOSTON | MA | 02116 | 501 (C) 3 CHARITY | GENERAL | $250 |
| BETHEL HISTORICAL SOCIETY | ||||||
| 10 BOARD STREET | BETHEL | ME | 04217 | 501 (C) 3 CHARITY | GENERAL | $250 |
| BOSTON BALLET | ||||||
| 19 CLARENDON STREET | BOSTON | MA | 02116 | 501 (C) 3 CHARITY | GENERAL | $25,000 |
| BOSTON PUBLIC LIBRARY FUND | ||||||
| 700 BOYLSTON STREET | BOSTON | MA | 02116 | 501 (C) 3 CHARITY | GENERAL | $100 |
| BOWDOIN COLLEGE | ||||||
| 4100 COLLEGE STATION | BRUNSWICK | ME | 04011 | 501 (C) 3 CHARITY | GENERAL | $5,000 |
| BRIGHAM AND WOMEN'S HOSPITAL | ||||||
| 75 FRANCIS ST | BOSTON | MA | 02115 | 501 (C) 3 CHARITY | GENERAL | $1,500 |
| BRIGHAM AND WOMEN'S HOSPITAL | ||||||
| 75 FRANCIS ST | BOSTON | MA | 02115 | 501 (C) 3 CHARITY | GENERAL | $5,000 |
| BRIGHAM AND WOMEN'S HOSPITAL | ||||||
| 75 FRANCIS ST | BOSTON | MA | 02115 | 501 (C) 3 CHARITY | GENERAL | $2,500 |
| BURR AND BURTON ACADEMY | ||||||
| PO BOX 498 | MANCHESTER | VT | 05254 | 501 (C) 3 CHARITY | GENERAL | $1,000 |
| BURR AND BURTON ACADEMY | ||||||
| PO BOX 498 | MANCHESTER | VT | 05254 | 501 (C) 3 CHARITY | GENERAL | $10,000 |
| CAMBRIDGE CENTER FOR ADULT EDUCATION | ||||||
| 42 BRATTLE ST | CAMBRIDGE | MA | 02138 | 501 (C) 3 CHARITY | GENERAL | $5,000 |
| CAMBRIDGE COMMUNITY FOUNDATION | ||||||
| 99 BISHOP ALLEN DR | CAMBRIDGE | MA | 02139 | 501 (C) 3 CHARITY | GENERAL | $500 |
| CAMBRIDGE PUBLIC LIBRARY FOUNDATION | ||||||
| 449 BRATTLE ST | CAMBRIDGE | MA | 02138 | 501 (C) 3 CHARITY | GENERAL | $250 |
| COMPASSION & CHOICES | ||||||
| 8156 S WADSWORTH BLVD E-162 | LITTLETON | CO | 80128 | 501 (C) 3 CHARITY | GENERAL | $100 |
| CONSERVATION LAW FOUNDATION | ||||||
| 62 SUMMER STREET | BOSTON | MA | 02110 | 501 (C) 3 CHARITY | GENERAL | $250 |
| CORNELL LAB OF ORNITHOLOGY | ||||||
| PO BOX 37329 | BOONE | IA | 50037 | 501 (C) 3 CHARITY | GENERAL | $60 |
| COVENANT HOUSE | ||||||
| PO BOX 96393 | WASHINGTON | DC | 20077 | 501 (C) 3 CHARITY | GENERAL | $100 |
| DANA FARBER CANCER INSTITUTE | ||||||
| 450 BROOKLINE PLACE | BOSTON | MA | 02215 | 501 (C) 3 CHARITY | GENERAL | $5,000 |
| DARTMOUTH NATURAL RESOURCES TRUST | ||||||
| 318 CHASE RD | NORTH DARTMOUTH | MA | 02747 | 501 (C) 3 CHARITY | GENERAL | $250 |
| DOCTORS WITHOUT BORDERS USA | ||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | 501 (C) 3 CHARITY | GENERAL | $500 |
| DRAGONHEART VERMONT | ||||||
| 899 DORSET STREET | SOUTH BURLINGTON | VT | 05403 | 501 (C) 3 CHARITY | GENERAL | $1,000 |
| EMERALD NECKLACE CONSERVANCY | ||||||
| 125 THE FENWAY | BOSTON | MA | 02115 | 501 (C) 3 CHARITY | GENERAL | $250 |
| ENVIRONMENTAL DEFENSE FUND | ||||||
| 257 PARK AVE SOUTH | NEW YORK | NY | 10010 | 501 (C) 3 CHARITY | GENERAL | $1,000 |
| FACING HISTORY AND OURSELVES | ||||||
| 89 SOUTH STREET SUITE 401 | BOSTON | MA | 02111 | 501 (C) 3 CHARITY | GENERAL | $5,000 |
| FIDELITY CHARITABLE GIFT FUND | ||||||
| 75 STATE STREET SUITE 2500 | BOSTON | MA | 02109 | 501 (C) 3 CHARITY | GENERAL | $6,000 |
| FOCUSED ULTRASOUND FOUNDATION | ||||||
| 1230 CEDARS CT | CHARLOTTESVILLE | VA | 22903 | 501 (C) 3 CHARITY | GENERAL | $10,000 |
| FRIENDS OF MOUNT AUBURN CEMETERY | ||||||
| 580 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | 501 (C) 3 CHARITY | GENERAL | $1,000 |
| HABITAT FOR HUMANITY | ||||||
| 140 PINE STREET ROOM 4 | FLORENCE | MA | 01062 | 501 (C) 3 CHARITY | GENERAL | $500 |
| HARVARD UNIVERSITY WOMEN'S INITIATIVE | ||||||
| 124 MT AUBURN ST | CAMBRIDGE | MA | 02138 | 501 (C) 3 CHARITY | GENERAL | $10,000 |
| HISTORIC NEW ENGLAND | ||||||
| 141 CAMBRIDGE ST | BOSTON | MA | 02114 | 501 (C) 3 CHARITY | GENERAL | $250 |
| HORIZONS FOR HOMELESS CHILDREN | ||||||
| 1705 COLUMBUS AVE | ROXBURY | MA | 02119 | 501 (C) 3 CHARITY | GENERAL | $250 |
| ISABELLA STEWART GARDNER MUSEUM | ||||||
| 25 EVANS WAY | BOSTON | MA | 02115 | 501 (C) 3 CHARITY | GENERAL | $75,000 |
| ISLAND PRESS | ||||||
| 2000 M ST NW SUITE 480-B | WASHINGTON | DC | 20036 | 501 (C) 3 CHARITY | GENERAL | $50 |
| LAUREL HOUSE | ||||||
| PO BOX 764 | NORRISTOWN | PA | 19404 | 501 (C) 3 CHARITY | GENERAL | $5,000 |
| LLOYD CENTER | ||||||
| 430 POTOMSKA RD | DARTMOUTH | MA | 02748 | 501 (C) 3 CHARITY | GENERAL | $250 |
| MAHOOSUC LAND TRUST | ||||||
| 162 N RD | BETHEL | MA | 04217 | 501 (C) 3 CHARITY | GENERAL | $250 |
| MASS AUDUBON SOCIETY | ||||||
| PO BOX 9102 | LINCOLN | MA | 01773 | 501 (C) 3 CHARITY | GENERAL | $250 |
| MAX WARBURG COURAGE CURRICULUM | ||||||
| 263 HUNTINGTON AVE | BOSTON | MA | 02115 | 501 (C) 3 CHARITY | GENERAL | $1,000 |
| MOUNT AUBURN HOSPITAL | ||||||
| 330 MT AUBURN ST | CAMBRIDGE | MA | 02138 | 501 (C) 3 CHARITY | GENERAL | $2,000 |
| MUSEUM OF SCIENCE | ||||||
| 1 SCIENCE PARK | BOSTON | MA | 02114 | 501 (C) 3 CHARITY | GENERAL | $25,000 |
| NATIONAL AUDUBON SOCIETY | ||||||
| PO BOX 97188 | WASHINGTON | DC | 20077 | 501 (C) 3 CHARITY | GENERAL | $30 |
| NATIONAL GEOGRAPHIC SOCIETY | ||||||
| PO BOX 98197 | WASHINGTON | DC | 20077 | 501 (C) 3 CHARITY | GENERAL | $100 |
| NATIONAL TRUST FOR HISTORIC PRESERVATION | ||||||
| PO BOX 5043 | HAGERSTOWN | MD | 21741 | 501 (C) 3 CHARITY | GENERAL | $35 |
| NATIVE PLANT TRUST | ||||||
| 180 HEMENWAY RD | FRAMINGHAM | MA | 01701 | 501 (C) 3 CHARITY | GENERAL | $500 |
| NATIVITY PREPARATORY SCHOOL | ||||||
| 66 SPRING STREET | NEW BEDFORD | MA | 02740 | 501 (C) 3 CHARITY | GENERAL | $1,000 |
| NATIVITY PREPARATORY SCHOOL | ||||||
| 66 SPRING STREET | NEW BEDFORD | MA | 02740 | 501 (C) 3 CHARITY | GENERAL | $1,000 |
| NATURAL RESOURCES COUNCIL OF MAINE | ||||||
| 3 WADE ST | AUGUSTA | ME | 04330 | 501 (C) 3 CHARITY | GENERAL | $250 |
| NATURAL RESOURCES DEFENSE COUNCIL | ||||||
| PO BOX 1830 | MERRIFIELD | VA | 22116 | 501 (C) 3 CHARITY | GENERAL | $1,000 |
| NEW BEDFORD LIGHT INC | ||||||
| 127 W RODNEY FRENCH BLVD BOX 113 | NEW BEDFORD | MA | 02744 | 501 (C) 3 CHARITY | GENERAL | $5,000 |
| NEW BEDFORD SYMPHONY ORCHESTRA | ||||||
| 128 UNION ST SUITE 204 | NEW BEDFORD | MA | 02740 | 501 (C) 3 CHARITY | GENERAL | $1,500 |
| NEW BEDFORD SYMPHONY ORCHESTRA | ||||||
| 128 UNION ST SUITE 204 | NEW BEDFORD | MA | 02740 | 501 (C) 3 CHARITY | GENERAL | $5,000 |
| NEW BEDFORD SYMPHONY ORCHESTRA | ||||||
| 128 UNION ST SUITE 204 | NEW BEDFORD | MA | 02740 | 501 (C) 3 CHARITY | GENERAL | $30,000 |
| NEW BEDFORD WHALING MUSEUM | ||||||
| 18 JOHNNY CAKE HILL | NEW BEDFORD | MA | 02740 | 501 (C) 3 CHARITY | GENERAL | $1,000 |
| NEW ENGLAND AQUARIUM | ||||||
| 1 CENTRAL WHARF | BOSTON | MA | 02110 | 501 (C) 3 CHARITY | GENERAL | $500 |
| NEW ENGLAND CONSERVATORY | ||||||
| 290 HUNTINGTON AVE | BOSTON | MA | 02115 | 501 (C) 3 CHARITY | GENERAL | $5,000 |
| NORTHWOOD SCHOOL | ||||||
| 92 NORTHWOOD ROAD | LAKE PLACID | NY | 12946 | 501 (C) 3 CHARITY | GENERAL | $10,000 |
| OLIN COLLEGE | ||||||
| 1000 OLIN WAY | NEEDHAM | MA | 02492 | 501 (C) 3 CHARITY | GENERAL | $10,000 |
| ONE LEAGUE GLOBAL SCHOLARSHIP FUND | ||||||
| 353 KEARNY STREET | SAN FRANCISCO | CA | 94108 | 501 (C) 3 CHARITY | GENERAL | $100,000 |
| PIONEER INSTITUTE | ||||||
| 185 DEVONSHIRE STREET SUITE 1101 | BOSTON | MA | 02110 | 501 (C) 3 CHARITY | GENERAL | $1,000 |
| PLANNED PARENTHOOD LEAGUE OF MASS | ||||||
| 1055 COMMONWEALTH AVE | BOSTON | MA | 02115 | 501 (C) 3 CHARITY | GENERAL | $1,000 |
| PLANNED PARENTHOOD LEAGUE OF MASS | ||||||
| 1055 COMMONWEALTH AVE | BOSTON | MA | 02115 | 501 (C) 3 CHARITY | GENERAL | $1,000 |
| PAN-MASS CHALLENGE - JIMMY FUND | ||||||
| 774TH AVENUE | NEEDHAM | MA | 02494 | 501 (C) 3 CHARITY | GENERAL | $1,000 |
| PRI-PRX | ||||||
| 401 2ND AVE NORTH SUITE 500 | MINNEAPOLIS | MN | 55401 | 501 (C) 3 CHARITY | GENERAL | $1,000 |
| RHODE ISLAND PBS | ||||||
| 50 PARK LANE | PROVIDENCE | RI | 02907 | 501 (C) 3 CHARITY | GENERAL | $150 |
| RALPH LOWELL SOCIETY | ||||||
| 1 GUEST ST | BOSTON | MA | 02135 | 501 (C) 3 CHARITY | GENERAL | $2,400 |
| SILKROAD | ||||||
| PO BOX 35460 | BRIGHTON | MA | 02135 | 501 (C) 3 CHARITY | GENERAL | $250 |
| SMITHSONIAN ASTROPHYSICAL OBSERVATORY | ||||||
| 60 GARDEN ST | CAMBRIDGE | MA | 12138 | 501 (C) 3 CHARITY | GENERAL | $15,000 |
| SMITHSONIAN INSTITUTE | ||||||
| PO BOX 37012 MRC 712 | WASHINGTON | DC | 20013 | 501 (C) 3 CHARITY | GENERAL | $50,000 |
| SMITHSONIAN SCIENCE AND EDUCATION CENTER | ||||||
| 901 D ST SW 704B | WASHINGTON | DC | 20024 | 501 (C) 3 CHARITY | GENERAL | $10,000 |
| SOUTHCOAST COMMUNITY FOUNDATION | ||||||
| 128 UNION ST SUITE 403 | NEW BEDFORD | MA | 02740 | 501 (C) 3 CHARITY | GENERAL | $5,000 |
| SOUTHCOAST HEALTH SYSTEM | ||||||
| PO BOX 3000 | NEW BEDFORD | MA | 02741 | 501 (C) 3 CHARITY | GENERAL | $1,005 |
| STANFORD UNIVERSITY | ||||||
| 326 GALVEZ STREET | STANDFORD | CA | 94305 | 501 (C) 3 CHARITY | GENERAL | $10,000 |
| SUDBURY VALLEY TRUSTEES | ||||||
| 18 WOLBACH ROAD | SUDBURY | MA | 01776 | 501 (C) 3 CHARITY | GENERAL | $10,000 |
| SUMMER SEARCH BOSTON | ||||||
| 3840 WASHINGTON ST | JAMAICA PLAIN | MA | 02130 | 501 (C) 3 CHARITY | GENERAL | $25,000 |
| THE BENNINGTON BIKE HUB | ||||||
| 160 BENMONT AVE SUITE 36 | BENNINGTON | VT | 05201 | 501 (C) 3 CHARITY | GENERAL | $12,500 |
| THE BOSTON FOUNDATION | ||||||
| 75 ARLINGTON ST 1000 | BOSTON | MA | 02116 | 501 (C) 3 CHARITY | GENERAL | $5,000 |
| THE CAMPAIGN SCHOOL AT YALE | ||||||
| PO BOX 1194 | NEW CANAAN | CT | 06840 | 501 (C) 3 CHARITY | GENERAL | $10,000 |
| THE GREATER BOSTON FOOD BANK | ||||||
| 70 S BAY AVE | BOSTON | MA | 02118 | 501 (C) 3 CHARITY | GENERAL | $250 |
| THE NATURE CONSERVANCY | ||||||
| 14 MIANE ST 401 | BRUNSWICK | ME | 04011 | 501 (C) 3 CHARITY | GENERAL | $5,000 |
| THE SALVATION ARMY OF CAMBRIDGE AND ARLIN | ||||||
| PO BOX 55876 | BOSTON | MA | 02205 | 501 (C) 3 CHARITY | GENERAL | $250 |
| THE TRUST FOR PUBLIC LAND | ||||||
| PO BOX 96315 | WASHINGTON | DC | 20090 | 501 (C) 3 CHARITY | GENERAL | $100 |
| THE TRUSTEES OF RESERVATIONS | ||||||
| 200 HIGH STREET 4TH FLOOR | BOSTON | MA | 02110 | 501 (C) 3 CHARITY | GENERAL | $2,500 |
| WBUR | ||||||
| 890 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | 501 (C) 3 CHARITY | GENERAL | $100,000 |
| WESTPORT RIVER WATERSHED ALLIANCE | ||||||
| PO BOX 3427 | WESTPORT | MA | 02790 | 501 (C) 3 CHARITY | GENERAL | $250 |
| WOMEN'S FUND SOUTHCOAST | ||||||
| 628 PLEASANT ST 322 | NEW BEDFORD | MA | 02740 | 501 (C) 3 CHARITY | GENERAL | $1,000 |
| WORLD WILDLIFE FUND | ||||||
| 1151 MAIN RD | WESTPORT | MA | 02790 | 501 (C) 3 CHARITY | GENERAL | $100 |
| YMCA SOUTHCOAST | ||||||
| 128 UNION ST SUITE 304 | NEW BEDFORD | MA | 02740 | 501 (C) 3 CHARITY | GENERAL | $1,000 |
| ZEITERION PERFORMING ARTS CENTER | ||||||
| 128 UNION ST | NEW BEDFORD | MA | 02740 | 501 (C) 3 CHARITY | GENERAL | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $714,530 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,055 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $231,351 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,808 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,977 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$1,182 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $372,227 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $626 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $626,610 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $627,236 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | CAPITAL GAIN ACTIVITY FROM BAUPOST PARTNERSHIP INVESTMENT. INVESTMENT ALLOWS FOR ADDITIONAL FUND DISTRIBUTIONS FOR CONTINUED CHARITABLE CONTRIBUTIONS AS PER THE ORGANIZATION'S MISSION. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVENSON FAMILY INVESTMENT PARTNERSHIP | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 REVERE STREET | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02138 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $6,240 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $9,545 | Amt |
| Net Investment Income | $4,773 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,772 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BAUPOST LTD PRT - 1983 C-1 | FMV | $3,446,252 | $3,326,439 |
| BAUPOST LTD PRT - 1983 A-1 | FMV | $5,111,449 | $5,143,577 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| BAUPOST C-1 NON DEDUCTIBLES | $81 |
| BAUPOST A-1 NON DEDUCTIBLES | $13 |
| OTHER NON DEDUCTIBLE EXPENSES | $264 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BAUPOST 1983 C-1 TRADER EXPENSES | $3,332 | $3,332 | $0 |
| BAUPOST 1983 C-1 DEDUCTIONS RELATED TO ROYALTY INCOME | $1,401 | $1,401 | $0 |
| BAUPOST 1983 C-1 SECTION 59(E)2 EXPENSES | $14,143 | $0 | $0 |
| BAUPOST 1983 C-1 CASH CONTRIBUTIONS | $19 | $0 | $0 |
| BAUPOST 1983 C-1 DEPLETION COSTS | $3,558 | $3,558 | $0 |
| BAUPOST 1983 C-1 INVESTMENT INTEREST EXPENSE | $10,689 | $10,689 | $0 |
| BAUPOST 1983 A-1 TRADER EXPENSES | $6,267 | $6,267 | $0 |
| BAUPOST 1983 A-1 DEDUCTIONS RELATED TO ROYALTY INCOME | $1,049 | $1,049 | $0 |
| BAUPOST 1983 A-1 CASH CONTRIBUTIONS | $5 | $5 | $0 |
| BAUPOST 1983 A-1 DEPLETION COSTS | $1,641 | $1,641 | $0 |
| BAUPOST 1983 A-1 INVESTMENT INTEREST EXPENSE | $9,346 | $9,331 | $0 |
| BAUPOST 1983 A-1 PORTFOLIO DEDUCTIONS | $3,071 | $3,025 | $0 |
| BAUPOST 1983 C-1 PORTFOLIO DEDUCTIONS | $8,273 | $8,273 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| BAUPOST LP 1983 C-1 ROYALITES | $7,680 | $7,680 | $7,680 |
| BAUPOST LP 1983 C-1 ORDINARY BUSINESS INCOME | $554 | $554 | $554 |
| BAUPOST LP 1983 C-1 RENTAL INCOME | -$6,056 | -$6,056 | -$6,056 |
| BAUPOST LP 1983 C-1 OTHER INCOME | $17,245 | $17,245 | $17,245 |
| BAUPOST LP 1983 A-1 ROYALITES | $4,772 | $4,772 | $4,772 |
| BAUPOST LP 1983 A-1 ORDINARY BUSINESS INCOME | -$30 | -$30 | -$30 |
| BAUPOST LP 1983 A-1 RENTAL INCOME | -$720 | -$720 | -$720 |
| BAUPOST LP 1983 A-1 OTHER INCOME | -$1,468 | -$1,468 | -$1,468 |
| BAUPOST LP 1983 A-1 UBTI | $3,459 | $0 | $3,459 |
| BAUPOST LP 1983 C-1 UBTI | -$1,651 | $0 | -$1,651 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ACCRUED | $1,185 | $1,185 | $0 |
| STATE TAXES WITHHELD | $931 | $931 | $0 |
| 2022 MA PC TAXES | $500 | $0 | $500 |
| 2022 FEDERAL 990T TAXES | $6,499 | $0 | $0 |
| 2022 MA 990T TAXES | $2,555 | $0 | $0 |
| 2023 MA 990T ESTIMATED TAXES | $2,450 | $0 | $0 |
| 2023 FEDERAL 990T ESTIMATED TAXES | $6,240 | $0 | $0 |
Comments