2023-12-19T16:31:21-06:00 2022-12-31 111986323 MARCUM LLP 9 EXECUTIVE PARK DRIVE SUITE 100 MERRIMACK NH 03054 990PF 2022-01-01 046629590 STEVENSON FAMILY CHARITABLE TRUST STEV 6178642742 5 REVERE ST CAMBRIDGE MA 02138 HOWARD H STEVENSON TRUSTEE 6178642742 2023-12-11 1 HOWARD STEVENSON XXX-XX-XXXX 0 DOUGLAS FARRINGTON P00370668 6038821111 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 10061305 X 7436300 79 79 64560 64560 119443 119443 60793 60793 7681175 244875 0 0 0 11575 5788 5787 25016 4766 250 23542 23542 0 60133 34096 6037 927115 927115 987248 34096 933152 6693927 210779 247080 5038203 5038203 0 1686300 1686300 3402510 3468224 3336802 3649590 10192727 10061305 0 0 X 3649590 10192727 0 0 0 0 3649590 10192727 3649590 10192727 3649590 6693927 645 10344162 151435 10192727 BAUPOST LP 1983 C-1 SHORT TERM CAPITAL LOSS P -11903 -11903 BAUPOST LP 1983 C-1 LONG TERM CAPITAL GAINS P 44597 44597 BAUPOST LP 1983 C-1 SECTION 1231 GAINS P 28073 28073 BAUPOST LP 1983 C-1 SECTION 1256 GAIN P 38424 38424 BAUPOST LP 1983 C-1 SHORT TERM UBTI CAPITAL GAIN P 327 327 BAUPOST LP 1983 C-1 SECTION 1231 UBTI GAINS P 19925 19925 119443 2930 0 2930 0 2930 12848 0 0 0 12848 0 9918 9918 0 0 0 0 0 0 0 0 0 1 1 0 0 1 MA 1 0 0 0 0 1 N/A THE ORGANIZATION 6174802752 5 REVERE ST CAMBRIDGE MA 02138 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 0 3513058 528225 0 4041283 0 0 4041283 60619 3980664 199033 199033 2930 6211 9141 189892 0 189892 0 189892 933152 0 933152 189892 0 0 408921 602403 271163 224092 343946 1850525 933152 0 0 0 189892 743260 0 0 2593785 0 0 0 0 0 0 408921 2184864 602403 271163 224092 343946 743260 X 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 4000 BOWDOIN COLLEGE 4100 COLLEGE STATION BRUNSWICK ME 04011 501 (C) 3 CHARITY GENERAL 5000 BURR AND BURTON ACADEMY PO BOX 498 MANCHESTER VT 05254 501 (C) 3 CHARITY GENERAL 5000 CAMBRIDGE CENTER FOR ADULT EDUCATION 42 BRATTLE ST CAMBRIDGE MA 02138 501 (C) 3 CHARITY GENERAL 5000 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 5000 FRIENDS OF MOUNT AUBURN CEMETERY 580 MOUNT AUBURN STREET CAMBRIDGE MA 02138 501 (C) 3 CHARITY GENERAL 1000 FRIENDS OF THE HIGH LINE 820 WASHINGTON ST NEW YORK NY 10014 501 (C) 3 CHARITY GENERAL 1000 FROM THE TOP PO BOX 845429 BOSTON MA 02284 501 (C) 3 CHARITY GENERAL 1000 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 10000 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 1000 MOUNT AUBURN HOSPITAL 330 MT AUBURN ST CAMBRIDGE MA 02138 501 (C) 3 CHARITY GENERAL 750000 MUSEUM OF SCIENCE 1 SCIENCE PARK BOSTON MA 02114 501 (C) 3 CHARITY GENERAL 25000 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 1000 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 50000 OLYMPUS DEVELOPMENT FOUNDATION 4055 SOUTH 2300 EAST SALT LAKE CITY UT 84124 501 (C) 3 CHARITY GENERAL 2500 OLYMPUS DEVELOPMENT FOUNDATION 4055 SOUTH 2300 EAST SALT LAKE CITY UT 84124 501 (C) 3 CHARITY GENERAL 2500 RALPH LOWELL SOCIETY 1 GUEST ST BOSTON MA 02135 501 (C) 3 CHARITY GENERAL 1500 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 10000 SUMMER SEARCH BOSTON 3840 WASHINGTON ST JAMAICA PLAIN MA 02130 501 (C) 3 CHARITY GENERAL 25000 THE BENNINGTON BIKE HUB 160 BENMONT AVE SUITE 36 BENNINGTON VT 05201 501 (C) 3 CHARITY GENERAL 12500 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 2500 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 1000 927115 0 14 79 14 64560 523000 10324 14 50469 523000 20252 14 99191 30576 214299 0 244875 8 CAPITAL GAIN ACTIVITY FROM BAUPOST PARTNERSHIP INVESTMENT. INVESTMENT ALLOWS FOR ADDITIONAL FUND DISTRIBUTIONS FOR CONTINUED CHARITABLE CONTRIBUTIONS AS PER THE ORGANIZATION'S MISSION. 0 0 0 0 0 0 0 0 0 0 X X 1 HOWARD H STEVENSON 5 REVERE ST CAMBRIDGE MA 02138 250000 X 2 ANDREW L STEVENSON 9 PAGE ROAD LINCOLN MA 01773 5500000 X 3 HOWARD H STEVENSON 5 REVERE ST CAMBRIDGE MA 02138 1686300 X 3 10,000 SHARES OF CD SMITH, INC STOCK 1686300 2022-12-23 ACCOUNTING FEES 11575 5788 5787 10,000 SHARES OF CD SMITH INC STOCK 1686300 1686300 BAUPOST LTD PRT - 1983 C-1 FMV 3468224 3336802 BAUPOST NON DEDUCTIBLES 95 BAUPOST NON DEDUCTIBLES - PORTFOLIO 8256 OTHER NON DEDUCTIBLE EXPENSES 16 BAUPOST PRIOR YEAR ADJUSTMENT 143068 BAUPOST 1983 C-1 TRADER EXPENSES 3188 3188 0 DEDUCTIONS RELATED TO ROYALTY INCOME 856 856 0 SECTION 59(E)2 EXPENSES 10741 10741 0 CASH CONTRIBUTIONS 17 17 0 BAUPOST 1983 C-1 DEPLETION COSTS 2246 2246 0 BAUPOST 1983 C-1 INVESTMENT INTEREST EXPENSE 6494 6494 0 BAUPOST LP 1983 C-1 ROYALITES 14194 14194 14194 BAUPOST LP 1983 C-1 ORDINARY BUSINESS INCOME 26012 26012 26012 BAUPOST LP 1983 C-1 RENTAL INCOME -10172 -10172 -10172 BAUPOST LP 1983 C-1 OTHER INCOME 20435 20435 20435 BAUPOST LP 1983 C-1 OTHER INCOME UBTI 10324 10324 10324 BAUPOST TAX EXEMPT INTEREST FOR BOOKS NOT TAXES 645 FOREIGN TAXES ACCRUED 2252 2252 0 STATE TAXES WITHHELD 2514 2514 0 2021 MA PC TAXES 250 0 250 2021 FEDERAL EXTENSION PAYMENT 10000 0 0 2022 FEDERAL EXTENSION PAYMENT 10000 0 0