STEVENSON FAM CHARITABLE TR STEVENSON HOWARD TTEE: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- STEVENSON FAM CHARITABLE TR STEVENSON HOWARD TTEE (EIN 04-6629590)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-13
- IRS object ID
- 202043189349102079
- Schema version
- 2019v5.1
- 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 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 | 2020-11-13T12:09:48-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 STREET STE 3 | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | 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 | 31 FAYERWEATHER STREET | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02138 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FREDERICKA STEVENSON OR HOWARD STEV | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6178642742 | PhoneNum |
| Signature | 2020-11-15 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | COLLEEN ALLARDALLARD ALLARD CPAS | PreparerPersonNm |
| PTIN | P00923486 | PTIN |
| Phone | 4137851414 | PhoneNum |
| Preparation | 2020-11-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.9.20.81 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-13 | IPDt |
| IP Tm | 13:09:07 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | AC7AD452EFF0B45029AEA9653607CAD57DC0CB55 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AC7AD452EFF0B45029AEA9653607CAD57DC0CB55 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,453,849 | 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 | $150,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $51,381 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $51,381 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $12,558 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,558 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$3,606 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,401 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5,401 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $215,734 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $69,340 | 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 | $4,376 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,376 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,376 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $3,521 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $3,521 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $3,521 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,895 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,895 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $3,895 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,320 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,320 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,320 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $19,112 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,112 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $19,112 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $433,185 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $433,185 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $452,297 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,112 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $452,297 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$236,563 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $50,228 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $103,910 | CashBOYAmt |
| Cash EOY | $33,014 | CashEOYAmt |
| Cash EOYFMV | $33,014 | CashEOYFMVAmt |
| Other Investments BOY | $3,599,974 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,420,835 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,420,835 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,703,884 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,453,849 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,453,849 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,703,884 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,453,849 | 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 | $3,703,884 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,453,849 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,703,884 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,453,849 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,703,884 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$236,563 | ExcessRevenueOverExpensesAmt |
| Other Increases | $649 | OtherIncreasesAmt |
| Subtotal | $3,467,970 | SubtotalAmt |
| Other Decreases | $14,121 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,453,849 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|
| BAUPOST LP 1983 C-1 SHORT TERM GAINS | P | $23,934 | $23,934 |
| BAUPOST LP 1983 C-1 LONG TERM CAP LOSSES | P | -$46,079 | -$46,079 |
| BAUPOST LP 1983 C-1 1231 GAINS | P | $8,712 | $8,712 |
| BAUPOST LP 1983 C-1 SEC 1256 S/T GAIN | P | $3,931 | $3,931 |
| BAUPOST LP 1983 C-1 SEC 1256 L/T GAINS | P | $5,896 | $5,896 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$3,606 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $800,499 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,098,647 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.195308 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $600,860 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,009,364 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.149864 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $826,171 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,156,301 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.198776 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $990,025 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,463,369 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.221811 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,039,977 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,458,418 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.190527 | DistributionYr5Rt |
| Total Distribution | 0.956286 | TotalDistributionRt |
| Average Distribution | 0.191257 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,642,782 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $696,708 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $502 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $697,210 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $452,297 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,005 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,005 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,005 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $10,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $8,995 | OverpaymentAmt |
| Applied To ES Tax | $8,995 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | 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 | HOWARD H STEVENSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6178642742 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31 FAYERWEATHER STREET | 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 | ||||||||
| 31 FAYERWEATHER STREET | CAMBRIDGE | MA | 02138 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| FREDERICKA O STEVENSON | ||||||||
| 31 FAYERWEATHER STREET | CAMBRIDGE | MA | 02138 | 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 | $3,624,217 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $74,039 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,698,256 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,698,256 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $55,474 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,642,782 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $182,139 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $182,139 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,005 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,005 | TotalTaxAmt |
| Distributable Before Adj | $181,134 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $181,134 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $181,134 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $452,297 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $452,297 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $452,297 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $181,134 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $779,810 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $772,611 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $624,092 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $408,921 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $602,403 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,187,837 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $452,297 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $181,134 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $271,163 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,459,000 | 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 | $779,810 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,679,190 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $772,611 | ExcessFromYear4Amt |
| Excess From Year3 | $624,092 | ExcessFromYear3Amt |
| Excess From Year2 | $408,921 | ExcessFromYear2Amt |
| Excess From Year1 | $602,403 | ExcessFromYear1Amt |
| Excess From Current Year | $271,163 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HOWARD H STEVENSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (82 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AARP FOUNDATION | |||||||
| PO BOX 93207 | LONG BEACH | CA | 90809 | NONE | PUBLIC | CHARITABLE | $100 |
| ADOLESCENT CONSULTATION SERVICES INC | |||||||
| 189 CAMBRIDGE ST PO BOX 93207 | LONG BEACH | CA | 90809 | NONE | PUBLIC | CHARITABLE | $1,000 |
| AMERICAN CIVIL LIBERTIES UNION | |||||||
| PO BOX 96265 | WASHINGTON | DC | 20077 | NONE | PUBLIC | CHARITABLE | $500 |
| ARTWORKS | |||||||
| 608 PLEASANT ST | NEW BEDFORD | MA | 02740 | NONE | PUBLIC | CHARITABLE | $100 |
| ASSOCIATES OF THE BOSTON PUBLIC LIBRARY | |||||||
| 700 BOYLSTON ST | BOSTON | MA | 02116 | NONE | PUBLIC | CHARITABLE | $500 |
| BETHEL HISTORICAL SOCIETY | |||||||
| 10 BOARD ST | BETHEL | ME | 04217 | NONE | PUBLIC | CHARITABLE | $250 |
| BOSTON SYMPHONY ORCHESTRA | |||||||
| 301 MASSACHUSETTS AVE | BOSTON | MA | 02115 | NONE | PUBLIC | CHARITABLE | $4,000 |
| BRIGHAM AND WOMEN'S HOSPITAL | |||||||
| 75 FRANCIS ST | BOSTON | MA | 02115 | NONE | PUBLIC | CHARITABLE | $1,000 |
| BURR AND BURTON ACADEMY | |||||||
| 330 WEST END AVE57 SEMINARY AVE | MANCHESTER | VT | 05254 | NONE | PUBLIC | CHARITABLE | $1,000 |
| CAMBRIDGE CENTER FOR ADULTS EDUCATION | |||||||
| 42 BRATTLE ST PO BOX 9113 | CAMBRIDGE | MA | 02138 | NONE | PUBLIC | CHARITABLE | $6,000 |
| CAMBRIDGE COMMUNITY FOUNDATION | |||||||
| 99 BISHOP ALLEN DR | CAMBRIDGE | MA | 02139 | NONE | PUBLIC | CHARITABLE | $250 |
| CAMBRIDGE PUBLIC LIBRARY FOUNDATION | |||||||
| 449 BRATTLE ST | CAMBRIDGE | MA | 02138 | NONE | PUBLIC | CHARITABLE | $250 |
| CITY OF CAMBRIDGE SCHOLARSHIP FUND | |||||||
| 795 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02139 | NONE | PUBLIC | CHARITABLE | $100 |
| COMMUNITY FOUNDATION OF SOUTHEASTERN MA | |||||||
| 128 UNION ST SUITE 403 | NEW BEDFORD | MA | 02740 | NONE | PUBLIC | CHARITABLE | $2,100 |
| CONSUMER REPORTS FOUNDATION | |||||||
| 101 TRUMAN AVE | YONKERS | NY | 10703 | NONE | PUBLIC | CHARITABLE | $50 |
| DANA FARBER CANCER INSTITUTE | |||||||
| 450 BROOKLINE PLACE | BOSTON | MA | 02215 | NONE | PUBLIC | CHARITABLE | $10,000 |
| DARTMOUTH NATURAL RESOURCES TRUST | |||||||
| 318 CHASE RD | NORTH DARTMOUTH | MA | 02747 | NONE | PUBLIC | CHARITABLE | $750 |
| EMERALD NECKLACE CONSERVANCY | |||||||
| 125 THE FENWAY | BOSTON | MA | 02115 | NONE | PUBLIC | CHARITABLE | $250 |
| ENVIRONMENTAL DEFENSE FUND | |||||||
| 257 PARK AVE SOUTH | NEW YORK | NY | 10010 | NONE | PUBLIC | CHARITABLE | $1,000 |
| FACING HISTORY AND OURSELVES | |||||||
| 16 HURD ROAD | BROOKLINE | MA | 02146 | NONE | PUBLIC | CHARITABLE | $5,000 |
| FIDELITY CHARITABLE GIFT FUND | |||||||
| 75 STATE ST STE 2500 | BOSTON | MA | 02109 | NONE | PUBLIC | CHARITABLE | $6,000 |
| FOCUSED ULTRASOUND FOUNDATION | |||||||
| 1230 CEDARS CT | CHARLOTTESVILLE | VA | 22903 | NONE | PUBLIC | CHARITABLE | $10,000 |
| FRIENDS OF MT AUBURN CEMETERY | |||||||
| 580 MT AUBURN ST | CAMBRIDGE | MA | 02138 | NONE | PUBLIC | CHARITABLE | $1,000 |
| FROM THE TOP | |||||||
| 295 HUNTINGTON AVE SUITE 201 | BOSTON | MA | 02115 | NONE | PUBLIC | EDUCATIONAL | $5,000 |
| HARVARD BUSINESS SCHOOL | |||||||
| 280 SOILDERS FIELD RD | BOSTON | MA | 02163 | NONE | PUBLIC | CHARITABLE | $5,000 |
| HARVARD MAGAZINE | |||||||
| 7 WARE ST | CAMBRIDGE | MA | 02138 | NONE | PUBLIC | CHARITABLE | $50 |
| HARVARD UNIVERSITY | |||||||
| 124 MT AUBURN ST | CAMBRIDGE | MA | 02138 | NONE | PUBLIC | CHARITABLE | $10,000 |
| HISTORIC NEW ENGLAND | |||||||
| 141 CAMBRIDGE ST | BOSTON | MA | 02114 | NONE | PUBLIC | CHARITABLE | $100 |
| HESTIA FUND | |||||||
| PO BOX 170058 | BOSTON | MA | 02117 | NONE | PUBLIC | CHARITABLE | $750 |
| INSTITUTE OF CONTEMPORARY ARTBOSTON | |||||||
| 25 HARBOR SHORE DRIVE | BOSTON | MA | 02210 | NONE | PUBLIC | CHARITABLE | $10,000 |
| ISABELLA STEWART GARDNER MUSEUM | |||||||
| 25 EVANS WAY | BOSTON | MA | 02115 | NONE | PUBLIC | CHARITABLE | $47,100 |
| KIPP MASSACHUSETS | |||||||
| 90 HIGH ROCK ST | LYNN | MA | 01902 | NONE | PUBLIC | CHARITABLE | $500 |
| NEW BEDFORD WHALING MUSEUM | |||||||
| 18 JOHNNY CAKE HILL | NEW BEDFORD | MA | 02740 | NONE | PUBLIC | CHARITABLE | $3,900 |
| LLOYD CENTER FOR THE ENVIRONMENT | |||||||
| 430 POTOMSKA RD | SOUTH DARTMOUTH | MA | 02748 | NONE | PUBLIC | CHARITABLE | $500 |
| MAHOOSUC LAND TRUST | |||||||
| 162 N RD | BETHEL | ME | 04217 | NONE | PUBLIC | CHARITABLE | $500 |
| MASS AUDUBON SOCIETY | |||||||
| 208 S GREAT RD | LINCOLN | MA | 01773 | NONE | PUBLIC | CHARITABLE | $250 |
| MOUNT AUBURN HOSPITAL | |||||||
| 330 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | NONE | PUBLIC | CHARITABLE | $50,000 |
| NATIONAL AUDUBON SOCIETY | |||||||
| 12 AUDUBON RD | BREMEN | ME | 04551 | NONE | PUBLIC | CHARITABLE | $50 |
| MAX WARBUG COURAGE CURRICULUM | |||||||
| 263 HUNTINGTON AVE BOX 366 | BOSTON | MA | 02115 | NONE | PUBLIC | CHARITABLE | $500 |
| MFA | |||||||
| 465 HUNTINGTON AVE | BOSTON | MA | 02115 | NONE | PUBLIC | CHARITABLE | $2,280 |
| MOUNT AUBURN HOSPITAL AUXILIARY | |||||||
| 330 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | NONE | PUBLIC | CHARITABLE | $50 |
| MUSEUM OF SCIENCE | |||||||
| 1 SCIENCE PARK | BOSTON | MA | 02114 | NONE | PUBLIC | CHARITABLE | $20,000 |
| MUSEUM OF SCIENCE | |||||||
| 1 SCIENCE PARK | BOSTON | MA | 02114 | NONE | PUBLIC | CHARITABLE | $100 |
| NATIONAL GEOGRAPHIC SOCIETY | |||||||
| 114 17TH ST NW | WASHINGTON | DC | 20036 | NONE | PUBLIC | CHARITABLE | $50 |
| NATIVE PLANT TRUST | |||||||
| 180 HEMENWAY RD | FRAMINGHAM | MA | 01701 | NONE | PUBLIC | CHARITABLE | $100 |
| NATURAL RESOURCE COUNCIL OF MAINE | |||||||
| 3 WADE ST | AUGUSTA | ME | 04330 | NONE | PUBLIC | CHARITABLE | $250 |
| NATURAL RESOURCE DEFENSE COUNCIL | |||||||
| 40 W 2OTH ST 11TH | NEW YORK | NY | 10011 | NONE | PUBLIC | CHARITABLE | $1,000 |
| NEW ENGLAND AQUARIUM | |||||||
| 1 CENTRAL WHARF | BOSTON | MA | 02110 | NONE | PUBLIC | CHARITABLE | $500 |
| NEW ENGLAND FORESTRY FOUNDATION | |||||||
| 32 FOSTER ST | LITTLETON | MA | 01701 | NONE | PUBLIC | CHARITABLE | $500 |
| OLIN COLLEGE | |||||||
| 1000 OLIN WAY | NEEDHAM | MA | 02492 | NONE | PUBLIC | CHARITABLE | $2,500 |
| ONE LOVE FOUNDATION | |||||||
| PO BOX 368 | BRONXVILLE | NY | 10708 | NONE | PUBLIC | CHARITABLE | $1,000 |
| OUR SISTERS SHCOOL | |||||||
| 145 BROWNELL AVE | NEW BEDFORD | MA | 02740 | NONE | PUBLIC | CHARITABLE | $500 |
| PINE COBBLE SCHOOLL | |||||||
| 163 GALE RD | WILLIAMSTOWN | MA | 01267 | NONE | PUBLIC | CHARITABLE | $1,000 |
| PLANNED PARENTHOOD LEAGUE OF MASS | |||||||
| 1055 COMMONWEALTH AVE | BOSTON | MA | 02115 | NONE | PUBLIC | CHARITABLE | $1,000 |
| RIVERSIDE COMMUNITY CARE | |||||||
| 270 BRIDGE ST 301 | DEDHAM | MA | 02026 | NONE | PUBLIC | CHARITABLE | $1,000 |
| PRI-PRX | |||||||
| 401 2ND AVE NORTH SUITE 500 | MINNEAPOLIS | MN | 55401 | NONE | PUBLIC | CHARITABLE | $325 |
| RALPH LOWELL SOCIETY | |||||||
| 1 GUEST STREET | BOSTON | MA | 02135 | NONE | PUBLIC | CHARITABLE | $2,500 |
| RHODE ISLAND PBS | |||||||
| 50 PARK LANE | PROVIDENCE | RI | 02907 | NONE | PUBLIC | CHARITABLE | $150 |
| ROGERSON COMMUNITIES | |||||||
| 1 FLORENCE ST | ROSLINDALE | MA | 02131 | NONE | PUBLIC | CHARITABLE | $730 |
| SMITHSONIAN ASTROPHYSICAL OBSERVATORY | |||||||
| 60 GARDEN ST | CAMBRIDGE | MA | 02138 | NONE | PUBLIC | CHARITABLE | $10,000 |
| SMITHSONIAN SCIENCE AND EDUCATION CENTER | |||||||
| 901 D ST SW 704B | WASHINGTON | DC | 20024 | NONE | PUBLIC | CHARITABLE | $10,000 |
| SOUTHCOAST HEALTH SYSTEM | |||||||
| PO BOX 3000 | NEW BEDFORD | MA | 027419919 | NONE | PUBLIC | CHARITABLE | $250 |
| STANFORD UNIVERSITY | |||||||
| 326 GALVEZ STREET | STANFORD | CA | 94305 | NONE | PUBLIC | CHARITABLE | $10,000 |
| SUDBURY VALLEY TRUSTEES | |||||||
| 18 WOLBACH RD | SUDBURY | MA | 01776 | NONE | PUBLIC | CHARITABLE | $10,000 |
| SUMMER SEARCH BOSTON | |||||||
| 3840 WASHINGTON ST SUITE 2 | JAMAICA PLAIN | MA | 02130 | NONE | PUBLIC | CHARITABLE | $25,000 |
| THE ART CONNECTION | |||||||
| 551 TREMONT ST | BOSTON | MA | 02116 | NONE | PUBLIC | CHARITABLE | $100 |
| THE BOSTON FOUNDATION | |||||||
| 75 ARLINGTON ST 1000 | BOSTON | MA | 02116 | NONE | PUBLIC | CHARITABLE | $5,000 |
| THE CAMBRIDGE HOMES | |||||||
| 360 MT AUBURN ST | CAMBRIDGE | MA | 02138 | NONE | PUBLIC | CHARITABLE | $250 |
| HORIZONS FOR HOMELESS CHILDREN | |||||||
| 1705 COLUMBUS AVE | ROXBURY | MA | 02119 | NONE | PUBLIC | CHARITABLE | $250 |
| THE NATURE CONSERVANCY | |||||||
| 14 MIANE ST 401 | BRUNSWICK | ME | 04011 | NONE | PUBLIC | CHARITABLE | $10,100 |
| THE SALVATION ARMY | |||||||
| PO BOX 55876 | BOSTON | MA | 02205 | NONE | PUBLIC | CHARITABLE | $100 |
| THE TRUST FOR PUBLIC LAND | |||||||
| 30 DANFORTH ST STE 106 | PORTLAND | ME | 04101 | NONE | PUBLIC | CHARITABLE | $100 |
| THE TRUSTEES OF RESERVATIONS | |||||||
| 200 HIGH ST | BOSTON | MA | 02110 | NONE | PUBLIC | CHARITABLE | $2,500 |
| THURSDAY MORNING TALK | |||||||
| 330 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | NONE | PUBLIC | CHARITABLE | $500 |
| BETH WEAVER | |||||||
| PO BOX 16 | ALSTEAD | NH | 03602 | NONE | PUBLIC | CHARITABLE | $100 |
| UPSTREAM | |||||||
| 1630 SAN PABLO AVE 400 | OAKLAND | CA | 94612 | NONE | PUBLIC | CHARITABLE | $50,000 |
| VNA HOSPICE | |||||||
| 65 CHILTON STREET | CAMBRIDGE | MA | 02138 | NONE | PUBLIC | CHARITABLE | $250 |
| WBUR | |||||||
| 890 COMMONWEALTH AVE | BOSTON | MA | 02215 | NONE | PUBLIC | CHARITABLE | $75,000 |
| WORLD WILDLIFE FUND | |||||||
| 1151 MAIN RD | WESTPORT | MA | 02790 | NONE | PUBLIC | CHARITABLE | $500 |
| WESTPORT RIVER WATERSHED ALLIANCE | |||||||
| 493 OLD COUNTRY RD | WESTPORT | MA | 02790 | NONE | PUBLIC | CHARITABLE | $250 |
| THE WILDERNESS SOCIETY | |||||||
| PO BOX 97231 | WASHINGTON | DC | 200777762 | NONE | PUBLIC | CHARITABLE | $1,000 |
| YEARUP BOSTON | |||||||
| 45 MILK ST | BOSTON | MA | 02109 | NONE | PUBLIC | CHARITABLE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $433,185 | 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 | $51,381 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,558 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 17 | ExclusionCd |
| Exclusion | $5,401 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$3,606 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $69,340 | ExclusionAmt |
| Related Or Exempt Function Incm | -$3,606 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $65,734 | 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 | 11B | LineNumberTxt |
| Relationship Statement | MISC INCOME USED TO PROVIDE ADDITIONAL GIFTS TO ORGANIZATIONS FOR CHARITABLE PURPOSES. | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | HOWARD H STEVENSON | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31 FAYERWEATHER STREET | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02138 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $150,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,376 | Amt |
| Net Investment Income | $4,376 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,376 | 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 | $3,420,835 | BookValueAmt |
| EOYFMV | $3,420,835 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| INTERNAL REVENUE SERVICE TAXES | $6,944 |
| NORTHERN TRUST NONDEDUCTIBLES | $1,395 |
| BAUPOST NON DEDUCTIBLES | $5,782 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BAUPOST 1983 C-1 TRADER EXPENSES | $2,585 | $2,585 | $2,585 |
| DEDUCTIONS RELATED TO ROYALTY INCOME | $818 | $818 | $818 |
| SECTION 59(E)2 EXPENSES | $3,909 | $3,909 | $3,909 |
| CASH CONTRIBUTIONS | $8 | $8 | $8 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ROYALTIES | $2,411 | $2,411 | $2,411 |
| BAUPOST LTD PTSH 1983 C-1 | $7,705 | $7,705 | $7,705 |
| BAUPOST PTSH INCOME-RENTAL | -$14,853 | -$14,853 | -$14,853 |
| OTHER PORTFOLIO INC | -$9,189 | -$9,189 | -$9,189 |
| BAUPOST LP 1983 C-1 CANCELLATION OF DEBT | $19,327 | $19,327 | $19,327 |
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 | $649 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ACCRUED | $3,668 | $3,668 | $3,668 |
| STATE TAXES WITHHELD | $227 | $227 | $227 |
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