2025-09-12T16:27:13-04:00 2024-12-31 043073222 ABEL ROGERS & SULLIVAN 40 SHATTUCK RD SUITE 112 ANDOVER MA 01810 990PF 2024-01-01 046107991 ABBOT & DOROTHY H STEVENS FOUNDATION ABBO 9786887211 PO BOX 111 NORTH ANDOVER MA 01845 DEBORAH D PUTNAM TRUSTEE 9786887211 2025-08-27 true false KEVIN A SULLIVAN P00001560 9789753919 2025-09-12 2024 2025-03-06 01:10:19Z X 26129234 X X 461600 461600 1085311 1326311 1085311 -3639 -3639 1543272 1543272 7395 7395 85108 85108 4 4 22730 22605 125 227496 87971 139525 342733 195688 147045 1484000 1484000 1826733 195688 1631045 -283461 1347584 22245 30825 30825 1403730 550771 550771 12773604 13607031 19489415 5832585 5708502 6058223 20032164 19897129 26129234 108777 257203 108777 257203 X 19923387 19639926 19923387 19639926 20032164 19897129 19923387 -283461 19639926 19639926 PUBLICLY TRADED SECURITIES P 20051 17379 2672 2672 PUBLICLY TRADED SECRITIES P 575711 223621 352090 352090 BBH K-1 ST CAPITAL GAIN P 10535 10535 10535 BBH K-1 LT CAPITAL GAIN P 719962 719962 719962 1085311 13207 18731 18731 18731 24161 4200 28361 9630 9630 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 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 0 0 0 DEBORAH D PUTNAM 32 ARBOROUGH ROAD ROSLINDALE MA 02131 TRUSTEE 000.00 0 0 0 CHRISTOPHER W ROGERS 46 OCEAN STREET NAHANT MA 01908 TRUSTEE 000.00 0 0 0 NONE BROWN BROTHERS HARRIMAN 40 WATER STREET BOSTON MA 02110 INVESTMENT ADVI 85108 N/A 24827088 1301318 0 26128406 26128406 391926 25736480 1286824 1286824 18731 18731 1268093 1268093 1268093 1631045 1552000 3183045 1268093 792319 768434 593048 766361 1205622 4125784 3183045 1268093 1914952 6040736 0 792319 5248417 768434 593048 766361 1205622 1914952 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 02472 UNRELATED 501(C)(3) CHARITABLE PURPOSE 1484000 1484000 AARON'S PRESENTS 10 KIRK STREET LOWELL MA 01852 UNRELATED 501(C)(3) OPERATING AND INFRASTRUCTURE ENHANCE 36000 NOTRE DAME EDUCATION CENTER 354 MERRIMACK STREET LAWRENCE MA 01843 UNRELATED 501(C)(3) NURSING ASSISTANCE AND GENERAL OPERA 50000 APPALACHIAN MOUNTAIN CLUB 5 JOY STREET BOSTON MA 02108 UNRELATED 501(C)(3) PROGRAMMING SUPPORT 70000 BELLESINI ACADEMY 94 BRADFORD STREET LAWRENCE MA 01840 UNRELATED 501(C)(3) STUDENT SCHOLARSHIP PROGRAM 100000 CATHOLIC SCHOOLS FOUNDATION 67 BATTERYMARCH STREET BOSTON MA 02110 UNRELATED 501(C)(3) SCHOLARSHIP FUNDS FOR LAWRENCE STUDE 44000 CATIE'S CLOSET 128 LOON HILL ROAD DRACUT MA 01826 UNRELATED 501(C)(3) LAWRENCE PROGRAM 50000 ELEVATED THOUGHT 15 UNION STREET LAWRENCE MA 01840 UNRELATED 501(C)(3) CAPITAL CAMPAIGN 6TH CREATIVE CENTER 100000 ESSEX COUNTY COMMUNITY FOUNDATION 175 ANDOVER STREET DANVERS MA 01923 UNRELATED 501(C)(3) FRIENDS OF ABBOTT LAWRENCE ACADEMY G 50000 FAMILY SERVICES OF THE MERRIMACK VA 430 NORTH CANAL STREET LAWRENCE MA 01840 UNRELATED 501(C)(3) SAMARITANS AND YOUTH DEVELOPMENT PRO 100000 JEANNE GEIGER CRISIS CENTER 2 HARRISON STREET NEWBURYPORT MA 01950 UNRELATED 501(C)(3) SAFE CHILDREN STRONG PARENTS PROGRAM 12000 INTERNATIONAL INSTITUTE OF NEW ENGL 15 WARREN STREET LOWELL MA 01852 UNRELATED 501(C)(3) STRONG START FOR IMMIGRANT NEWCOMERS 20000 JUMPSTART FOR YOUNG CHILDREN 308 CONGRESS STREET BOSTON MA 02210 UNRELATED 501(C)(3) MERRIMACK VALLEY KINDERGARTEN READIN 15000 JUNIOR ACHIEVEMENT OF EASTERN MASSA 80 CITY SQUARE BOSTON MA 02129 UNRELATED 501(C)(3) WORK IN LAWRENCE 80000 MASSACHUSETTS AUDUBON 87 PERKINS ROAD TOPFIELD MA 01983 UNRELATED 501(C)(3) GATEWAY NATURE PROGRAM IN LAWRENCE 40000 MASSACHUSETTS COALITION FOR THE HOM 73 BUFFUM STREET LYNN MA 01902 UNRELATED 501(C)(3) BIRTH TO BIG KID INITIATIVE FOR THE 15000 NORTHERN ESSEX COMMUNITY COLLEGE 100 ELLIOTT STREET HAVERHILL MA 01930 UNRELATED 501(C)(3) STUDENT STIPENDS FOR DEGREE SEEKING 150000 NOTRE DAME CRISTO REY HIGH SCHOOL 203 LAWRENCE STREET METHUEN MA 01844 UNRELATED 501(C)(3) CORPORATE WORK STUDY PROGRAM 100000 PINGREE SCHOOL 537 HIGHLAND STREET SOUTH HAMILTON MA 01982 UNRELATED 501(C)(3) PREP@PINGREE FOR LAWRENCE STUDENTS 30000 REGIS COLLEGE 235 WELLESLEY STREET WESTON MA 02493 UNRELATED 501(C)(3) PARTNERSHIP WITH LAWRENCE CATHOLIC A 10000 SQUASHBUSTERS 60 ISLAND STREET LAWRENCE MA 01840 UNRELATED 501(C)(3) OPERATING AND PROGRAM SUPPORT 30000 STRAIGHT AHEAD MINISTRIES 791 MAIN STREET WORCESTER MA 01610 UNRELATED 501(C)(3) WORK IN LAWRENCE 20000 PHILLIPS ACADEMY ABL PROGRAM 180 MAIN STREET ANDOVER MA 01810 UNRELATED 501(C)(3) ABL PROGRAM SUPPORT 50000 SELF ESTEEM BOSTON PO BOX 301155 JAMAICA PLAIN MA 02130 UNRELATED 501(C)(3) SERVICES IN LAWRENCE 15000 1187000 14 461600 18 52 1085259 BBH WEALTH STRATEGIES K-1S 1 -3639 458013 1085259 1543272 false false false false false false false false false false ACCOUNTING FEES 7395 7395 CORPORATE BONDS 5708502 6058223 CORPORATE EQUITIES 13607031 19489415 EXPENSES OFFICE EXPENSE 133000 133000 BBH K-1S 2% FLOOR DEDUCTIONS 87971 87971 DUES & SUBSCRIPTIONS 6525 6525 BBH WEALTH STRATEGIES K-1S -3639 -3639 BOND COST BASIS ADJUSTMENT 108777 257078 DUE TO AFFILIATE 125 INVESTMENT EXPENSES 85108 85108 STATE FILING FEE 125 125 FOREIGN TAX 1536 1536 BBH K-1S FOREIGN TAX 21069 21069