STEVENSON FAM CHARITABLE TR STEVENSON HOWARD TTEE: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- STEVENSON FAM CHARITABLE TR STEVENSON HOWARD TTEE (EIN 04-6629590)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-12-19
- IRS object ID
- 202343539349100109
- Schema version
- 2022v5.0
- 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 Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-12-19T16:31:21-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 111986323 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUM LLP | 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 | 2022-01-01 | 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 | 6178642742 | 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 | 2023-12-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HOWARD | PersonFirstNm |
| Person Last | STEVENSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| 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 |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,061,305 | 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 | $7,436,300 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $79 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $79 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $64,560 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $64,560 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $119,443 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $119,443 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $60,793 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $60,793 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $7,681,175 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $244,875 | 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 | $11,575 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,788 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,787 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $25,016 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,766 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $250 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $23,542 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $23,542 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $60,133 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $34,096 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,037 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $927,115 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $927,115 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $987,248 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $34,096 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $933,152 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,693,927 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $210,779 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $247,080 | CashBOYAmt |
| Cash EOY | $5,038,203 | CashEOYAmt |
| Cash EOYFMV | $5,038,203 | CashEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,686,300 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,686,300 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $3,402,510 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,468,224 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,336,802 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,649,590 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,192,727 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,061,305 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,649,590 | CapitalStockBOYAmt |
| Capital Stock EOY | $10,192,727 | 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 | $3,649,590 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,192,727 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,649,590 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,192,727 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,649,590 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,693,927 | ExcessRevenueOverExpensesAmt |
| Other Increases | $645 | OtherIncreasesAmt |
| Subtotal | $10,344,162 | SubtotalAmt |
| Other Decreases | $151,435 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,192,727 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|
| BAUPOST LP 1983 C-1 SHORT TERM CAPITAL LOSS | P | -$11,903 | -$11,903 |
| BAUPOST LP 1983 C-1 LONG TERM CAPITAL GAINS | P | $44,597 | $44,597 |
| BAUPOST LP 1983 C-1 SECTION 1231 GAINS | P | $28,073 | $28,073 |
| BAUPOST LP 1983 C-1 SECTION 1256 GAIN | P | $38,424 | $38,424 |
| BAUPOST LP 1983 C-1 SHORT TERM UBTI CAPITAL GAIN | P | $327 | $327 |
| BAUPOST LP 1983 C-1 SECTION 1231 UBTI GAINS | P | $19,925 | $19,925 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $119,443 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,930 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,930 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,930 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,848 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $12,848 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $9,918 | OverpaymentAmt |
| Applied To ES Tax | $9,918 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | $3,513,058 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $528,225 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,041,283 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,041,283 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $60,619 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,980,664 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $199,033 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $199,033 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,930 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $6,211 | IncomeTaxAmt |
| Total Tax | $9,141 | TotalTaxAmt |
| Distributable Before Adj | $189,892 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $189,892 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $189,892 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $933,152 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $933,152 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $189,892 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $408,921 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $602,403 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $271,163 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $224,092 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $343,946 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,850,525 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $933,152 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $189,892 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $743,260 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,593,785 | 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 | $408,921 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,184,864 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $602,403 | ExcessFromYear4Amt |
| Excess From Year3 | $271,163 | ExcessFromYear3Amt |
| Excess From Year2 | $224,092 | ExcessFromYear2Amt |
| Excess From Year1 | $343,946 | ExcessFromYear1Amt |
| Excess From Current Year | $743,260 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACLU FOUNDATION | ||||||
| PO BOX 97396 | WASHINGTON | DC | 20090 | 501 (C) 3 CHARITY | GENERAL | $500 |
| BOSTON SYMPHONY ORCHESTRA | ||||||
| 301 MASSSACHUSETTS AVENUE | BOSTON | MA | 02115 | 501 (C) 3 CHARITY | GENERAL | $4,000 |
| BOWDOIN COLLEGE | ||||||
| 4100 COLLEGE STATION | BRUNSWICK | ME | 04011 | 501 (C) 3 CHARITY | GENERAL | $5,000 |
| BURR AND BURTON ACADEMY | ||||||
| PO BOX 498 | MANCHESTER | VT | 05254 | 501 (C) 3 CHARITY | GENERAL | $5,000 |
| CAMBRIDGE CENTER FOR ADULT EDUCATION | ||||||
| 42 BRATTLE ST | CAMBRIDGE | MA | 02138 | 501 (C) 3 CHARITY | GENERAL | $5,000 |
| CHILDREN'S ADVOCACY CENTER OF BRISTOL COUNTY | ||||||
| 58 ARCH ST | FALL RIVER | MA | 02724 | 501 (C) 3 CHARITY | GENERAL | $100 |
| CITY OF CAMBRIDGE SCHOLARSHIP FUND | ||||||
| PO BOX 390434 | CAMBRIDGE | MA | 02139 | 501 (C) 3 CHARITY | GENERAL | $100 |
| COASTAL MAINE BOTANICAL GARDENS | ||||||
| PO BOX 234 | BOOTHBAY | ME | 04537 | 501 (C) 3 CHARITY | GENERAL | $200 |
| CORNELL LAB OF ORNITHOLOGY | ||||||
| PO BOX 37329 | BOONE | IA | 50037 | 501 (C) 3 CHARITY | GENERAL | $100 |
| COVENANT HOUSE | ||||||
| PO BOX 96393 | WASHINGTON | DC | 20077 | 501 (C) 3 CHARITY | GENERAL | $100 |
| DOCTORS WITHOUT BORDERS USA | ||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | 501 (C) 3 CHARITY | GENERAL | $200 |
| FACING HISTORY AND OURSELVES | ||||||
| 16 HURD ROAD | BROOKLINE | MA | 02146 | 501 (C) 3 CHARITY | GENERAL | $5,000 |
| FRIENDS OF MOUNT AUBURN CEMETERY | ||||||
| 580 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | 501 (C) 3 CHARITY | GENERAL | $1,000 |
| FRIENDS OF THE HIGH LINE | ||||||
| 820 WASHINGTON ST | NEW YORK | NY | 10014 | 501 (C) 3 CHARITY | GENERAL | $1,000 |
| FROM THE TOP | ||||||
| PO BOX 845429 | BOSTON | MA | 02284 | 501 (C) 3 CHARITY | GENERAL | $1,000 |
| HARVARD MAGAZINE | ||||||
| PO BOX 414946 | BOSTON | MA | 02241 | 501 (C) 3 CHARITY | GENERAL | $50 |
| HARVARD UNIVERSITY WOMEN'S INITIATIVE | ||||||
| 124 MT AUBURN ST | CAMBRIDGE | MA | 02138 | 501 (C) 3 CHARITY | GENERAL | $10,000 |
| LEAGUE OF CONSERVATION VOTERS | ||||||
| 740 15TH STREET NW 7TH FLOOR | WASHINGTON | DC | 20005 | 501 (C) 3 CHARITY | GENERAL | $750 |
| LLOYD CENTER | ||||||
| 430 POTOMSKA RD | DARTMOUTH | MA | 02748 | 501 (C) 3 CHARITY | GENERAL | $500 |
| 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 | $750,000 |
| 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 | $15 |
| 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 | $50 |
| 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 | $500 |
| 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 FORESTRY FOUNDATION | ||||||
| PO BOX 1346 | LITTLETON | MA | 01460 | 501 (C) 3 CHARITY | GENERAL | $50,000 |
| OLYMPUS DEVELOPMENT FOUNDATION | ||||||
| 4055 SOUTH 2300 EAST | SALT LAKE CITY | UT | 84124 | 501 (C) 3 CHARITY | GENERAL | $2,500 |
| OLYMPUS DEVELOPMENT FOUNDATION | ||||||
| 4055 SOUTH 2300 EAST | SALT LAKE CITY | UT | 84124 | 501 (C) 3 CHARITY | GENERAL | $2,500 |
| RALPH LOWELL SOCIETY | ||||||
| 1 GUEST ST | BOSTON | MA | 02135 | 501 (C) 3 CHARITY | GENERAL | $1,500 |
| SOUTHCOAST COMMUNITY FOUNDATION | ||||||
| 128 UNION ST SUITE 403 | NEW BEDFORD | MA | 02740 | 501 (C) 3 CHARITY | GENERAL | $500 |
| 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 GREATER BOSTON FOOD BANK | ||||||
| 70 S BAY AVE | BOSTON | MA | 02118 | 501 (C) 3 CHARITY | GENERAL | $250 |
| 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 |
| WESTPORT RIVER WATERSHED ALLIANCE | ||||||
| PO BOX 3427 | WESTPORT | MA | 02790 | 501 (C) 3 CHARITY | GENERAL | $250 |
| YMCA SOUTHCOAST | ||||||
| 128 UNION ST SUITE 304 | NEW BEDFORD | MA | 02740 | 501 (C) 3 CHARITY | GENERAL | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $927,115 | 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 | $79 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $64,560 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $10,324 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $50,469 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $20,252 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $99,191 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $30,576 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $214,299 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $244,875 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| HOWARD H STEVENSON | |||||||
| 1 | 5 REVERE ST | CAMBRIDGE | MA | 02138 | $250,000 | Yes (X) | |
| ANDREW L STEVENSON | |||||||
| 2 | 9 PAGE ROAD | LINCOLN | MA | 01773 | $5,500,000 | Yes (X) | |
| HOWARD H STEVENSON | |||||||
| 3 | 5 REVERE ST | CAMBRIDGE | MA | 02138 | $1,686,300 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 3 | ContributorNum |
| Noncash Property | 10,000 SHARES OF CD SMITH, INC STOCK | NoncashPropertyDesc |
| Fair Market Value | $1,686,300 | FairMarketValueAmt |
| Received | 2022-12-23 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $11,575 | Amt |
| Net Investment Income | $5,788 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,787 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | 10,000 SHARES OF CD SMITH INC STOCK | StockNm |
| EOY Book Value | $1,686,300 | EOYBookValueAmt |
| EOYFMV | $1,686,300 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BAUPOST LTD PRT - 1983 C-1 | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $3,468,224 | BookValueAmt |
| EOYFMV | $3,336,802 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| BAUPOST NON DEDUCTIBLES | $95 |
| BAUPOST NON DEDUCTIBLES - PORTFOLIO | $8,256 |
| OTHER NON DEDUCTIBLE EXPENSES | $16 |
| BAUPOST PRIOR YEAR ADJUSTMENT | $143,068 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BAUPOST 1983 C-1 TRADER EXPENSES | $3,188 | $3,188 | $0 |
| DEDUCTIONS RELATED TO ROYALTY INCOME | $856 | $856 | $0 |
| SECTION 59(E)2 EXPENSES | $10,741 | $10,741 | $0 |
| CASH CONTRIBUTIONS | $17 | $17 | $0 |
| BAUPOST 1983 C-1 DEPLETION COSTS | $2,246 | $2,246 | $0 |
| BAUPOST 1983 C-1 INVESTMENT INTEREST EXPENSE | $6,494 | $6,494 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| BAUPOST LP 1983 C-1 ROYALITES | $14,194 | $14,194 | $14,194 |
| BAUPOST LP 1983 C-1 ORDINARY BUSINESS INCOME | $26,012 | $26,012 | $26,012 |
| BAUPOST LP 1983 C-1 RENTAL INCOME | -$10,172 | -$10,172 | -$10,172 |
| BAUPOST LP 1983 C-1 OTHER INCOME | $20,435 | $20,435 | $20,435 |
| BAUPOST LP 1983 C-1 OTHER INCOME UBTI | $10,324 | $10,324 | $10,324 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BAUPOST TAX EXEMPT INTEREST FOR BOOKS NOT TAXES | Desc |
| Amt | $645 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ACCRUED | $2,252 | $2,252 | $0 |
| STATE TAXES WITHHELD | $2,514 | $2,514 | $0 |
| 2021 MA PC TAXES | $250 | $0 | $250 |
| 2021 FEDERAL EXTENSION PAYMENT | $10,000 | $0 | $0 |
| 2022 FEDERAL EXTENSION PAYMENT | $10,000 | $0 | $0 |
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