STEVENSON FAM CHARITABLE TR STEVENSON HOWARD TTEE: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- STEVENSON FAM CHARITABLE TR STEVENSON HOWARD TTEE (EIN 04-6629590)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-13
- IRS object ID
- 202213179349100111
- Schema version
- 2021v4.0
- 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
- Accounting Fees 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 | 2022-11-13T14:19:55-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043393531 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLARD & ALLARD CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 450 COTTAGE ST STE 3 | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 011043356 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | 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 |
| Signature | 2022-11-13 | SignatureDt |
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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | COLLEEN E ALLARD CPA | PreparerPersonNm |
| PTIN | P00923486 | PTIN |
| Phone | 4137851414 | PhoneNum |
| Preparation | 2022-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,649,590 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $40,799 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $40,799 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $14,978 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,978 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $415,145 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $415,145 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $415,145 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $31,815 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $63,660 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $63,660 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $534,582 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $534,582 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $31,815 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $4,095 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,095 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,095 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $2,087 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $2,087 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $2,087 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,115 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,115 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $3,115 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $2,800 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $2,800 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $12,064 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,064 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $12,064 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $24,161 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,161 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $21,361 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $329,680 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $329,680 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $353,841 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,161 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $351,041 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $180,741 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $510,421 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $31,815 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $81,226 | CashBOYAmt |
| Cash EOY | $247,080 | CashEOYAmt |
| Cash EOYFMV | $247,080 | CashEOYFMVAmt |
| Other Investments BOY | $3,395,568 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,402,510 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,402,510 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,476,794 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,649,590 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,649,590 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,476,794 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,649,590 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,476,794 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,649,590 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,476,794 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,649,590 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,476,794 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $180,741 | ExcessRevenueOverExpensesAmt |
| Other Increases | $461 | OtherIncreasesAmt |
| Subtotal | $3,657,996 | SubtotalAmt |
| Other Decreases | $8,406 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,649,590 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PASSTHRU FROM PARTNERSHIP-SHORT TERM | P | $31,815 | $31,815 | $31,815 |
| PASSTHRU FROM PARTNERSHIP - LONG TER | P | $280,059 | $280,059 | $280,059 |
| PASSTHRU FR PARTNERSHIP - 1231 GAINS | P | $74,741 | $74,741 | $74,741 |
| PASSTHRU FR PARTNERSHIP - SEC 1256 | P | $28,530 | $28,530 | $28,530 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $415,145 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $31,815 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,095 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,095 | SubtotalAmt |
| Tax Based On Investment Income | $7,095 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $10,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $57 | EsPenaltyAmt |
| Overpayment | $2,848 | OverpaymentAmt |
| Applied To ES Tax | $2,848 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | HOWARD H STEVENSON | IndividualWithBooksNm |
| Phone | 6178642742 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| 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) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $7,095 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,095 | TotalTaxAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $351,041 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $351,041 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $624,092 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $408,921 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $602,403 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $271,163 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $224,092 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,130,671 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $351,041 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $351,041 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,481,712 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $624,092 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,857,620 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $408,921 | ExcessFromYear4Amt |
| Excess From Year3 | $602,403 | ExcessFromYear3Amt |
| Excess From Year2 | $271,163 | ExcessFromYear2Amt |
| Excess From Year1 | $224,092 | ExcessFromYear1Amt |
| Excess From Current Year | $351,041 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (67 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AARP FOUNDATION | ||||||
| PO BOX 93207 | LONG BEACH | CA | 90809 | NONE | CHARITABLE | $100 |
| ACLU FOUNDATION OF MASSACHUSETTS | ||||||
| 211 CONGGRESS ST | BOSTON | MA | 02110 | NONE | CHARITABLE | $500 |
| ADOLESCENT CONSULTATION SERVICES I | ||||||
| 189 CAMBRIDGE ST PO BOX 9 | LONG BEACH | CA | 90809 | NONE | CHARITABLE | $1,000 |
| ARTWORKS | ||||||
| 608 PLEASANT ST | NEW BEDFORD | MA | 02740 | NONE | CHARITABLE | $100 |
| ASSOCIATES OF THE BOSTON PUBLIC LIB | ||||||
| 700 BOYLSTON ST | BOSTON | MA | 02116 | NONE | CHARITABLE | $250 |
| BETHEL HISTORICAL SOCIETY | ||||||
| 10 BOARD ST | BETHEL | ME | 04217 | NONE | CHARITABLE | $250 |
| BOSTON SYMPHONY ORCHESTRA | ||||||
| 301 MASSACHUSETTS AVE | BOSTON | MA | 02115 | NONE | CHARITABLE | $4,000 |
| BOSTON PUBLIC LIBRARY FUND | ||||||
| 700 BOYLSTON ST | BOSTON | MA | 02116 | NONE | CHARITABLE | $100 |
| BRIGHAM AND WOMEN'S HOSPITAL | ||||||
| 75 FRANCIS ST | BOSTON | MA | 02115 | NONE | CHARITABLE | $1,000 |
| BURR AND BURTON ACADEMY | ||||||
| 330 WEST END AVE57 SEMINA | MANCHESTER | VT | 05254 | NONE | CHARITABLE | $1,000 |
| CAMBRIDGE CENTER FOR ADULTS EDUCATI | ||||||
| 42 BRATTLE ST PO BOX 9113 | CAMBRIDGE | MA | 02138 | NONE | CHARITABLE | $5,000 |
| CAMBRIDGE PUBLIC LIBRARY FOUNDATION | ||||||
| 449 BRATTLE ST | CAMBRIDGE | MA | 02138 | NONE | CHARITABLE | $250 |
| CITY OF CAMBRIDGE SCHOLARSHIP FUND | ||||||
| 795 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02139 | NONE | CHARITABLE | $100 |
| COASTAL MAINE BOTANICAL GARDENS | ||||||
| 105 BOTANICAL GARDENS DR | BOOTHBAY | ME | 04537 | NONE | CHARITABLE | $200 |
| COMPASSION CHOICES | ||||||
| 1001 SW MADISON ST 8009 | PORTLAND | OR | 97207 | NONE | CHARITABLE | $100 |
| CONSUMER REPORTS FOUNDATION | ||||||
| 101 TRUMAN AVE | YONKERS | NY | 10703 | NONE | CHARITABLE | $50 |
| DANA FARBER CANCER INSTITUTE | ||||||
| 450 BROOKLINE PLACE | BOSTON | MA | 02215 | NONE | CHARITABLE | $5,000 |
| DARTMOUTH NATURAL RESOURCES TRUST | ||||||
| 318 CHASE RD | NORTH DARTMOUTH | MA | 02747 | NONE | CHARITABLE | $250 |
| DOCTORS WITHOUT BORDERS | ||||||
| 40 RECTOR ST 16TH FL | NEW YORK | NY | 10006 | NONE | CHARITABLE | $200 |
| EMERALD NECKLACE CONSERVANCY | ||||||
| 125 THE FENWAY | BOSTON | MA | 02115 | NONE | CHARITABLE | $900 |
| ENVIRONMENTAL DEFENSE FUND | ||||||
| 257 PARK AVE SOUTH | NEW YORK | NY | 10010 | NONE | CHARITABLE | $1,000 |
| FACING HISTORY AND OURSELVES | ||||||
| 16 HURD ROAD | BROOKLINE | MA | 02146 | NONE | CHARITABLE | $5,000 |
| FIDELITY CHARITABLE GIFT FUND | ||||||
| 75 STATE ST STE 2500 | BOSTON | MA | 02109 | NONE | CHARITABLE | $6,000 |
| FOCUSED ULTRASOUND FOUNDATION | ||||||
| 1230 CEDARS CT | CHARLOTTESVILLE | VA | 22903 | NONE | CHARITABLE | $10,000 |
| FRIENDS OF THE BRADLEY SCHOOL | ||||||
| 110 BEACHVIEW RD | BOSTON | MA | 02128 | NONE | CHARITABLE | $5,000 |
| FROM THE TOP | ||||||
| 295 HUNTINGTON AVE 201 | BOSTON | MA | 02115 | NONE | CHARITABLE | $1,000 |
| HARVARD BUSINESS SCHOOL | ||||||
| 280 SOILDERS FIELD RD | BOSTON | MA | 02163 | NONE | CHARITABLE | $5,000 |
| HARVARD MAGAZINE | ||||||
| 7 WARE ST | CAMBRIDGE | MA | 02138 | NONE | CHARITABLE | $50 |
| HARVARD UNIVERSITY | ||||||
| 124 MT AUBURN ST | CAMBRIDGE | MA | 02138 | NONE | CHARITABLE | $10,000 |
| HESTIA FUND | ||||||
| PO BOX 170058 | BOSTON | MA | 02117 | NONE | CHARITABLE | $750 |
| HISTORIC NEW ENGLAND | ||||||
| 141 CAMBRIDGE ST | BOSTON | MA | 02114 | NONE | CHARITABLE | $250 |
| LLOYD CENTER | ||||||
| 430 POTOMSKA RD | SOUTH DARMOUTH | MA | 02748 | NONE | CHARITABLE | $1,000 |
| MAHOOSUC LAND TRUST | ||||||
| 162 N RD | BETHEL | ME | 04217 | NONE | CHARITABLE | $250 |
| MASS AUDUBON SOCIETY | ||||||
| 208 S GREAT RD | LINCOLN | MA | 01773 | NONE | CHARITABLE | $250 |
| MOUNT AUBURN HOSPITAL | ||||||
| 330 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | NONE | CHARITABLE | $50,000 |
| MUSEUM OF SCIENCE | ||||||
| 1 SCIENCE PARK | BOSTON | MA | 02114 | NONE | CHARITABLE | $20,000 |
| NATIONAL AUDUBON SOCIETY | ||||||
| 225 VARICK ST | NEW YORK | NY | 10014 | NONE | CHARITABLE | $30 |
| NATIONAL TRUST FOR HISTORIC PRESERV | ||||||
| 2600 VIRGINIA AVE NW | WASHINGTON | DC | 20037 | NONE | CHARITABLE | $50 |
| NATIVE PLANT TRUST | ||||||
| 180 HEMENWAY RD | FRAMINGHAM | MA | 01701 | NONE | CHARITABLE | $500 |
| NATURAL RESOURCE COUNCIL OF MAINE | ||||||
| 3 WADE ST | AUGUSTA | ME | 04330 | NONE | CHARITABLE | $250 |
| NATURAL RESOURCE DEFENSE COUNCIL | ||||||
| 40 W 2OTH ST 11TH | NEW YORK | NY | 10011 | NONE | CHARITABLE | $1,000 |
| NEW BEDFORD WHALING MUSEUM | ||||||
| 18 JOHNNY CAKE HILL | NEW BEDFORD | MA | 02740 | NONE | CHARITABLE | $100 |
| NEW BEDFORD LIGHT | ||||||
| 127 W RODNEY FRENCH BLVD | NEW BEDFORD | MA | 02744 | NONE | CHARITABLE | $5,000 |
| NEW ENGLAND AQUARIUM | ||||||
| 1 CENTRAL WHARF | BOSTON | MA | 02110 | NONE | CHARITABLE | $500 |
| NEW ENGLAND FORESTRY FOUNDATION | ||||||
| 32 FOSTER ST | LITTLETON | MA | 01701 | NONE | CHARITABLE | $500 |
| OLYMPUS DEVELOPMENT FOUNDATION | ||||||
| 4055 S 2300 E | SALT LAKE CITY | UT | 84124 | NONE | CHARITABLE | $2,500 |
| OUR SISTERS SCHOOL | ||||||
| 145 BROWNELL AVE | NEW BEDFORD | MA | 02740 | NONE | CHARITABLE | $500 |
| PARTNERS IN HEALTH | ||||||
| 800 BOYLSTON ST SUITE 300 | BOSTON | MA | 02199 | NONE | CHARITABLE | $1,000 |
| PIONEER INSTITUTE | ||||||
| 185 DEVONSHIRE ST | BOSTON | MA | 02110 | NONE | CHARITABLE | $1,000 |
| PLANNED PARENTHOOD LEAGUE OF MASS | ||||||
| 1055 COMMONWEALTH AVE | BOSTON | MA | 02115 | NONE | CHARITABLE | $1,000 |
| PRI-PRX | ||||||
| 401 2ND AVE NORTH SUITE 5 | MINNEAPOLIS | MN | 55401 | NONE | CHARITABLE | $1,000 |
| RALPH LOWELL SOCIETY | ||||||
| 1 GUEST STREET | BOSTON | MA | 02135 | NONE | CHARITABLE | $1,500 |
| SMITHSONIAN ASTROPHYSICAL OBSERVATO | ||||||
| 60 GARDEN ST | CAMBRIDGE | MA | 02138 | NONE | CHARITABLE | $10,000 |
| SMITHSONIAN INSTITUTE | ||||||
| 2 E 91ST ST | NEW YORK | NY | 10128 | NONE | CHARITABLE | $51,000 |
| SMITHSONIAN SCIENCE AND EDUCATION C | ||||||
| 901 D ST SW 704B | WASHINGTON | DC | 20024 | NONE | CHARITABLE | $10,000 |
| STANFORD UNIVERSITY | ||||||
| 326 GALVEZ STREET | STANFORD | CA | 94305 | NONE | CHARITABLE | $10,000 |
| SUDBURY VALLEY TRUSTEES | ||||||
| 18 WOLBACH RD | SUDBURY | MA | 01776 | NONE | CHARITABLE | $10,000 |
| SUMMER SEARCH BOSTON | ||||||
| 18 WOLBACH RD | SUDBURY | MA | 01776 | NONE | CHARITABLE | $25,000 |
| THE BOSTON FOUNDATION | ||||||
| 75 ARLINGTON ST 1000 | BOSTON | MA | 02116 | NONE | CHARITABLE | $5,000 |
| THE CAMBRIDGE HOMES | ||||||
| 360 MT AUBURN ST | CAMBRIDGE | MA | 02138 | NONE | CHARITABLE | $250 |
| THE FENN SCHOOL | ||||||
| 516 MONUMENT ST | CONCORD | MA | 01742 | NONE | CHARITABLE | $250 |
| THE NATURE CONSERVANCY | ||||||
| 14 MIANE ST 401 | BRUNSWICK | ME | 04011 | NONE | CHARITABLE | $5,000 |
| THE SALVATION ARMY | ||||||
| PO BOX 55876 | BOSTON | MA | 02205 | NONE | CHARITABLE | $250 |
| THE TRUST FOR PUBLIC LAND | ||||||
| 30 DANFORTH ST STE 106 | PORTLAND | ME | 04101 | NONE | CHARITABLE | $100 |
| WESTPORT RIVER WATERSHED ALLIANCE | ||||||
| 493 OLD COUNTRY RD | WESTPORT | MA | 02790 | NONE | CHARITABLE | $250 |
| WORLD WILDLIFE FUND | ||||||
| 1151 MAIN RD | WESTPORT | MA | 02790 | NONE | CHARITABLE | $250 |
| WBUR | ||||||
| 890 COMMONWEALTH AVE | BOSTON | MA | 02215 | NONE | CHARITABLE | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $329,680 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $40,799 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,978 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $63,660 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $415,145 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $119,437 | ExclusionAmt |
| Related Or Exempt Function Incm | $415,145 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $534,582 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 11B | OTHER INCOME USED TO PROVIDE ADDITIONAL GIFTS |
| 11B | TO ORGANIZATIONS FOR CHARITABLE PURPOSES |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,095 | Amt |
| Net Investment Income | $4,095 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,095 | DisbursementsCharitablePrpsAmt |
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 | AT COST | ListedAtCostOrFMVCd |
| Book Value | $3,402,510 | BookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| BAUPOST NON DEDUCTIBLES | $7,868 |
| IRS TAX NOTICE | $377 |
| BAUPOST NON DEDUCTIBLES | $161 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| BAUPOST 1983 C-1 TRADER EXPEN | $1,917 | $1,917 | $1,917 |
| BAUPOST LP ROYALTY EXPENSES | $582 | $582 | $582 |
| BAUPOST LP SECTION 59(E)2 EXP | $9,529 | $9,529 | $9,529 |
| BAUPOST LP CASH CONTRIBUTIONS | $36 | $36 | $36 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| BAUPOST LTD PTSH 1983 C-1 | $33,420 | $33,420 | $33,420 |
| BAUPOST PTSH INCOME-RENTAL | -$15,078 | -$15,078 | -$15,078 |
| OTHER PORTFOLIO INC | $10,967 | $10,967 | $10,967 |
| BAUPOST LP 1983 C-1 CANCEL DE | $1,040 | $1,040 | $1,040 |
| RECAPTURED SEC 1245 GAIN OIL | $27,885 | $27,885 | $27,885 |
| BAUPOST LTD PT 1983 C-1 | $5,426 | $5,426 | $5,426 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BAUPOST TAX EXEMPT INTEREST FOR BOOKS NOT TAXES | $380 |
| BAUPOSTTRADER UNRECAPTURED 1250 GAIN | $81 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ACCRUED | $2,351 | $2,351 | $2,351 |
| STATE TAXES WITHHELD | $764 | $764 | $764 |
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