2025-09-15T10:03:00-04:00 2024-12-31 043073222 ABEL ROGERS & SULLIVAN 40 SHATTUCK RD SUITE 112 ANDOVER MA 01810 990PF 2024-01-01 042236996 NATHANIEL & ELIZABETH P STEVENS FOUNDATION NATH 9786887211 PO BOX 111 NORTH ANDOVER MA 01845 DEBORAH PUTNAM TRUSTEE 9786887211 2025-08-27 true false KEVIN A SULLIVAN P00001560 9789753919 2025-09-15 2024 2025-03-06 01:10:19Z X 22046825 X X 393328 393328 862334 1074927 862334 205648 -2886 1461310 1252776 111000 86090 9170 9170 66832 66832 3 3 33895 18400 15495 17953 17953 1365 1365 86545 69631 16914 412853 154866 60897 1222950 1222950 1635803 154866 1283847 -174493 1097910 20507 23006 23006 1103876 400687 400687 9938672 11418412 16463549 4462524 4692791 4949958 16823 16823 209625 209625 15525579 16744521 22046825 22823 22823 0 X 15502756 16744521 15502756 16744521 15525579 16744521 15502756 -174493 1416258 16744521 16744521 PUBLICLY TRADED SECURITIES P 17648 15378 2270 2270 PUBLICLY TRADES SECURITIES P 475810 197215 278595 278595 K-1 SHORT TERM CAPITAL GAIN P 9433 9433 9433 K-1 LONG TERM CAPITAL GAIIN P 557799 557799 557799 862334 11703 15261 15261 15261 18672 26000 44672 29411 29411 false false false false false false false true true MA true false false false false true STEVENSFOUNDATION.COM DEBORAH D PUTNAM 9786887211 PO BOX 111 NORTH ANDOVER MA 01845 false false false false true false false false false false false false false false false false false false false false false false JOSHUA L MINER 356 MAIN STREET BOXFORD MA 01921 TRUSTEE 000.00 80000 0 0 CHRISTOPHER W ROGERS 46 OCEAN STREET NAHANT MA 01908 TRUSTEE 000.00 0 0 0 EMILY A DONNAN 20 CENTRAL STREET WINCHESTER MA 01890 TRUSTEE 000.00 0 0 0 DEBORAH PUTNAM 32 ARBOROUGH ROAD ROSLINDALE MA 02131 TRUSTEE 000.00 31000 0 0 SANDRA CANNELLA ONE JOHNSON STREET NORTH ANDOVER MA 01845 OFFICE MANAG 000.00 86090 BROWN BROTHERS HARRIMAN 40 WATER STREET BOSTON MA 02110 INVESTMENT ADVI 66832 N/A 19566663 915948 0 20482611 20482611 307239 20175372 1008769 1008769 15261 15261 993508 993508 993508 1283847 1081000 2364847 993508 261129 462449 372727 607310 628783 2332398 2364847 993508 1371339 3703737 0 261129 3442608 462449 372727 607310 628783 1371339 DEBORAH D PUTNAM PO BOX 111 NORTH ANDOVER MA 01845 9786887211 SEE ATTACHED STATEMENT SEE ATTACHED STATEMENT SEE ATTACHED STATEMENT SEE ATTACHED SCHEDULE VARIOUS VARIOUS MA 01840 UNRELATED 501(C)(3) CHARITABLE PURPOSE 1222950 1222950 AMERICAN RED CROSS 60 ISLAND STREET LAWRENCE MA 01840 UNRELATED 501(C)(3) OPERATING SUPPORT 15000 PHILLIPS ACADEMY 180 MAIN STREET ANDOVER MA 01810 UNRELATED 501(C)(3) PALS PROGRAM SUPPORT 40000 BERKLEE COLLEGE OF MUSIC 1140 BOYLSTON STREET BOSTON MA 02115 UNRELATED 501(C)(3) SUMMER SCHOLARSHIPS 11000 BEYOND SOCCER 280 MERRIMACK STREET LAWRENCE MA 01843 UNRELATED 501(C)(3) OPERATING AND PROGRAM SUPPORT 70000 BOYS & GIRLS CLUB OF GREATER HAVERH 55 EMERSON STREET HAVERHILL MA 01830 UNRELATED 501(C)(3) POSTIVE ACTION PROGRAM 15000 BOYS & GIRLS CLUB OF LAWRENCE 136 WATER STREET LAWRENCE MA 01841 UNRELATED 501(C)(3) GENERAL OPERATING AND PROGRAM SUPPOR 80000 THE COMMUNITY GROUP 190 HAMPSHIRE STREET LAWRENCE MA 01840 UNRELATED 501(C)(3) PRE-SCHOOL ENRICHMENT PROGRAM 40000 COMMUNITY INROADS 190 ACADEMY ROAD NORTH ANDOVER MA 01845 UNRELATED 501(C)(3) GENERAL OPERATING SUPPORT 70000 COMMUNITIES TOGETHER PO BOX 428 LAWRENCE MA 01842 UNRELATED 501(C)(3) HANCOCK HOUSING PROJECTS & STADIUM C 52000 DISCOVERY MUSEUMS 177 MAIN STREET ACTON MA 01720 UNRELATED 501(C)(3) TRAVELING SCIENCE WORKSHOPS TO LAWRE 15000 ESPERANZA ACADEMY 198 GARDEN STREET LAWRENCE MA 01840 UNRELATED 501(C)(3) GRADUATE SUPPORT PROGRAM 50000 ESSEX ART CENTER 56 ISLAND STREET LAWRENCE MA 01840 UNRELATED 501(C)(3) OPERATING SUPPORT 130000 GREATER BOSTON FOOD BANK 70 SOUTH BAY AVE BOSTON MA 02118 UNRELATED 501(C)(3) FOOD DISTRIBUTION IN LAWRENCE 15000 GREATER LAWRENCE COMMUNITY BOATING PO BOX 955 LAWRENCE MA 01942 UNRELATED 501(C)(3) OPERATING AND PROGRAMMING SUPPORT 35000 LAWRENCE PROSPERA 355 HAVERHILL STREET LAWRENCE MA 01840 UNRELATED 501(C)(3) QUNTANA CITIZENSHIP CENTER 60000 MERRIMACK VALLEY FOOD BANK PO BOX 8653 LOWELL MA 01853 UNRELATED 501(C)(3) FEED AND NOURISH CAMPAIGN 130000 PROJECT HOME AGAIN PO BOX 1236 ANDOVER MA 01810 RELATED 501(C)(3) CAPACITY BUILDING AND GENERAL OPERAT 30000 RAISING A READER 98 HAMILTON PLACE BOSTON MA 02108 UNRELATED 501(C)(3) LAWRENCE PROGRAMMING 28000 SI SE PUEDE PO BOX 53 NORTH ANDOVER MA 01845 UNRELATED 501(C)(3) OPERATING AND AFTERSCHOOL SNACK FUND 30000 TOP NOTCH SCHOLARS 60 ISLAND STREET LAWRENCE MA 01841 UNRELATED 501(C)(3) GENERAL OPERATING AND PROGRAMING SUP 30000 WINDRUSH FARM 479 LACY STREET NORTH ANDOVER MA 01845 UNRELATED 501(C)(3) THERAPEUTIC RIDING PROGRAM 70000 1016000 14 393328 18 14237 848097 BBH K-1 OTHER INCOME -2886 OFFICE SUPPORT 1 9900 SHARED OFFICE EXPENSE 1 133000 COMMONWEALTH OF MA 2023 CIT 1 64544 MISC INCOME 1 1090 616099 845211 1461310 11A THIS FOUNDATION SHARES OFFICE EXPENSES WITH ABBOT & DOROTHY H. STEVENS FOUNDATION. IT PAYS ALL THE COMMON EXPENSES AND HAS REFLECTED THESE EXPENSES IN TOTAL ON PART 1, LINE 13 TO 23. THE REIMBURSEMENT IS NECESSARY IN ORDER TO PROPERLY REFLECT THEIR SHARE OF THE COMMON EXPENSES AND IT IS AN ADJUSTMENT OF EXPENSE VERSUS INCOME. false false false false false false false false false false ACCOUNTING FEES 9170 9170 DELL COMPUTERS 2020-03-18 2689 2689 200DB 5.0000 4692791 4949958 11418412 16463549 16823 16823 DUE FROM AFFILIATE 125 125 BOND COST BASIS ADJUSTMENTS 209500 209500 EXPENSES INSURANCE 2486 2486 OFFICE EXPENSE 4225 4225 PO BOX RENTAL 236 236 MAINTENANCE AGREEMENT 2372 2372 BBH K-1S 2% FLOOR DEDUCTIONS 69631 69631 DUES & SUBSCRIPTIONS 6525 6525 PAYROLL EXPENSE 1070 1070 BBH K-1 OTHER INCOME -2886 -2886 OFFICE SUPPORT 9900 SHARED OFFICE EXPENSE 133000 COMMONWEALTH OF MA 2023 CITC 64544 MISC INCOME 1090 CAPITAL CONTRIBUTIONS 1416258 BOND COST BASIS ADJUSTMENTS 22823 INVESTMENT EXPENSES 66832 66832 FOREIGN TAX 18400 18400 STATE FILING FEE 250 250 PAYROLL TAX 15245 15245