2019-12-05T15:57:39-06:00 2018-12-31 043393531 ALLARD & ALLARD CPA'S 450 COTTAGE STREET STE 3 SPRINGFIELD MA 01104 990PF 2018-01-01 046629590 STEVENSON FAMILY CHARITABLE TRUST STEV 6178642742 31 FAYERWEATHER STREET CAMBRIDGE MA 02138 FREDERICKA STEVENSON OR HOWARD STEV TRUSTEE 6178642742 2019-12-05 COLLEEN ALLARDALLARD ALLARD CPAS P00923486 4137851414 2019-12-05 173.9.20.81 2019-12-05 16:57:27 ES P AC7AD452EFF0B45029AEA9653607CAD57DC0CB55 AC7AD452EFF0B45029AEA9653607CAD57DC0CB55 2018 2020-04-17 16:48:07Z X 3703884 X 100000 32433 32433 17554 17554 311699 311699 311699 5056 5056 466742 366742 0 0 0 3625 3625 3625 5311 5311 5311 5755 5755 5755 10268 10268 10268 24959 24959 24959 775540 775540 800499 24959 800499 -333757 341783 92663 103910 103910 3954673 3599974 3599974 4047336 3703884 3703884 0 0 X 4047336 3703884 0 0 0 0 4047336 3703884 4047336 3703884 4047336 -333757 1000 3714579 10695 3703884 BAUPOST SHORT TERM GAINS P 31547 31547 31547 BAUPOST L/T CAP GAIN P 224599 224599 224599 1231 GAIN BAUPOST P 8685 8685 8685 1256 GAIN BAUPOST P 46675 46675 46675 SUBPART F INCOME P 41 41 41 BAUPOST TRADER SEC 1250 GAIN P 152 152 152 311699 0 600860 4009364 0.149864 826171 4156301 0.198776 990025 4463369 0.221811 1039977 5458418 0.190527 1337905 5662457 0.236276 0.997254 0.199451 4098647 817479 3418 820897 800499 6836 0 6836 0 6836 10000 0 0 10000 108 3056 3056 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A HOWARD H STEVENSON 6178642742 31 FAYERWEATHER STREET 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 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 NONE 0 NONE 0 0 3998643 162420 0 4161063 0 0 4161063 62416 4098647 204932 204932 6836 6836 198096 0 198096 0 198096 800499 0 800499 0 800499 198096 0 0 1063510 779810 772611 624092 408921 3648944 800499 0 0 0 198096 602403 0 0 4251347 0 0 0 0 0 0 1063510 3187837 779810 772611 624092 408921 602403 HOWARD H STEVENSON X ARTWORKS 608 PLEASANT ST NEW BEDFORD MA 02740 NONE PUBLIC CHARITABLE 100 BART CHARTER PUBLIC SCHOOL 1 COMMERCIAL STREET PO BOX 267 ADAMS MA 01220 NONE PUBLIC CHARITABLE 10000 BETHEL HISTORICAL SOCIETY 10 BOARD ST BETHEL ME 04217 NONE PUBLIC CHARITABLE 250 BOSTON BALLET 19 CLARENDON ST BOSTON MA 02116 NONE PUBLIC CHARITABLE 25000 BOSTON BOOK FESTIVAL 32R ESSEX ST SUITE 5 CAMBRIDGE MA 02139 NONE PUBLIC CHARITABLE 1000 BOSTON LANDMARKS ORCHESTRA 214 LINCOLN ST 331 BOSTON MA 02134 NONE PUBLIC CHARITABLE 500 BOSTON LANDMARKS ORCHESTRA 214 LINCOLN ST 331 BOSTON MA 02134 NONE PUBLIC CHARITABLE 700 BOSTON SYMPHONY ORCHESTRA 301 MASSACHUSETTS AVE BOSTON MA 02115 NONE PUBLIC CHARITABLE 3600 BRIGHAM AND WOMEN'S HOSPITAL 75 FRANCIS ST BOSTON MA 02115 NONE PUBLIC CHARITABLE 1000 CAMBRIDGE CENTER FOR ADULTS EDUCATION 42 BRATTLE ST PO BOX 9113 CAMBRIDGE MA 02138 NONE PUBLIC CHARITABLE 2500 CAMBRIDGE COMMUNITY FOUNDATION 99 BISHOP ALLEN DR CAMBRIDGE MA 02139 NONE PUBLIC CHARITABLE 250 CAMBRIDGE HISTORICAL SOCIETY 159 BRATTLE ST CAMBRIDGE MA 02138 NONE PUBLIC CHARITABLE 100 CAMBRIDGE PUBLIC LIBRARY FOUNDATION 449 BRATTLE ST CAMBRIDGE MA 02138 NONE PUBLIC CHARITABLE 250 CHARLES RIVER CONSERVANCY 43 THORNDIKE ST CAMBRIDGE MA 02141 NONE PUBLIC CHARITABLE 500 COMMUNITY FOUNDATION OF SOUTHEASTERN MA 128 UNION ST SUITE 403 NEW BEDFORD MA 02740 NONE PUBLIC CHARITABLE 1000 CONSUMER REPORTS FOUNDATION 101 TRUMAN AVE YONKERS NY 10703 NONE PUBLIC CHARITABLE 35 DANA FARBER CANCER INSTITUTE 450 BROOKLINE PLACE BOSTON MA 02215 NONE PUBLIC CHARITABLE 10000 DARTMOUTH NATURAL RESOURCES TRUST 318 CHASE RD NORTH DARTMOUTH MA 02747 NONE PUBLIC CHARITABLE 250 EMERALD NECKLACE CONSERVANCY 125 THE FENWAY BOSTON MA 02115 NONE PUBLIC CHARITABLE 500 ENVIRONMENTAL DEFENSE FUND 257 PARK AVE SOUTH NEW YORK NY 10010 NONE PUBLIC CHARITABLE 250 FACING HISTORY AND OURSELVES 16 HURD ROAD BROOKLINE MA 02146 NONE PUBLIC CHARITABLE 5000 FAMILIES FIRST 9 GALEN ST SUITE 400 WATERTOWN MA 02472 NONE PUBLIC CHARITABLE 250 FIDELITY CHARITABLE GIFT FUND 75 STATE ST STE 2500 BOSTON MA 02109 NONE PUBLIC CHARITABLE 6000 FOCUSED ULTRASOUND FOUNDATION 1230 CEDARS CT CHARLOTTESVILLE VA 22903 NONE PUBLIC CHARITABLE 10000 FRIENDS OF MT AUBURN CEMETERY 580 MT AUBURN ST CAMBRIDGE MA 02138 NONE PUBLIC CHARITABLE 1000 FROM THE TOP 295 HUNTINGTON AVE SUITE 201 BOSTON MA 02115 NONE PUBLIC EDUCATIONAL 5000 HARVARD BUSINESS SCHOOL 280 SOILDERS FIELD RD BOSTON MA 02163 NONE PUBLIC CHARITABLE 7500 HARVARD MAGAZINE 7 WARE ST CAMBRIDGE MA 02138 NONE PUBLIC CHARITABLE 50 HARVARD UNIVERSITY 124 MT AUBURN ST CAMBRIDGE MA 02138 NONE PUBLIC CHARITABLE 10000 HISTORIC NEW ENGLAND 141 CAMBRIDGE ST BOSTON MA 02114 NONE PUBLIC CHARITABLE 100 HORIZONS FROM HOMELESS CHILDREN 1705 COLUMBUS AVE ROXBURY MA 02119 NONE PUBLIC CHARITABLE 250 INSTITUTE OF CONTEMPORARY ARTBOSTON 25 HARBOR SHORE DRIVE BOSTON MA 02210 NONE PUBLIC CHARITABLE 5000 ISABELLA STEWART GARDNER MUSEUM 25 EVANS WAY BOSTON MA 02115 NONE PUBLIC CHARITABLE 25000 ISABELLA STEWART GARDNER MUSEUM 25 EVANS WAY BOSTON MA 02115 NONE PUBLIC CHARITABLE 25000 ISABELLA STEWART GARDNER MUSEUM 25 EVANS WAY BOSTON MA 02115 NONE PUBLIC CHARITABLE 25000 KIPP MASSACHUSETS 90 HIGH ROCK ST LYNN MA 01902 NONE PUBLIC CHARITABLE 500 LLOYD CENTER FOR THE ENVIRONMENT 430 POTOMSKA RD SOUTH DARTMOUTH MA 02748 NONE PUBLIC CHARITABLE 5000 MAHOOSUC LAND TRUST 162 N RD BETHEL ME 04217 NONE PUBLIC CHARITABLE 250 MASS AUDUBON SOCIETY 208 S GREAT RD LINCOLN MA 01773 NONE PUBLIC CHARITABLE 250 MAX WARBUG COURAGE CURRICULUM 263 HUNTINGTON AVE BOX 366 BOSTON MA 02115 NONE PUBLIC CHARITABLE 500 MOUNT AUBURN HOSPITAL 330 MOUNT AUBURN STREET CAMBRIDGE MA 02138 NONE PUBLIC CHARITABLE 5000 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 20000 MUSEUM OF SCIENCE 1 SCIENCE PARK BOSTON MA 02114 NONE PUBLIC CHARITABLE 25000 NATIONAL GEOGRAPHIC SOCIETY 114 17TH ST NW WASHINGTON DC 20036 NONE PUBLIC CHARITABLE 100 NATIONAL TRUST FOR HISTORIC PRESERVATION 2600 VIRGINIA AVE NW 1100 WASHINGTON DC 20037 NONE PUBLIC CHARITABLE 50 NATURAL RESOURCE COUNCIL OF MAINE 3 WADE ST AUGUSTA ME 04330 NONE PUBLIC CHARITABLE 250 NEW BEDFORD AQUARIUM 1 CENTRAL WHARF BOSTON MA 02110 NONE PUBLIC CHARITABLE 500 NEW ENGLAND FORESTRY FOUNDATION 32 FOSTER ST LITTLETON MA 01701 NONE PUBLIC CHARITABLE 100 NEW ENGLAND WILD FLOWER SOCIETY 180 HEMENWAY RD FRAMINGHAM MA 01701 NONE PUBLIC CHARITABLE 115 OLIN COLLEGE 1000 OLIN WAY NEEDHAM MA 02492 NONE PUBLIC CHARITABLE 25000 OLYMPUS HIGH SCHOOL S 2300 E HOLLADAY UT 84124 NONE PUBLIC CHARITABLE 2500 OUR SISTERS SHCOOL 145 BROWNELL AVE NEW BEDFORD MA 02740 NONE PUBLIC CHARITABLE 1000 PARTNERS IN HEALTH 800 BOYLSTON ST SUITE 300 BOSTON MA 02199 NONE PUBLIC CHARITABLE 1000 PINE COBBLE SCHOOLL 163 GALE RD WILLIAMSTOWN MA 01267 NONE PUBLIC CHARITABLE 1000 PIONEER INSTITUTE 185 DEVONSHIRE ST BOSTON MA 02110 NONE PUBLIC CHARITABLE 1000 PLANNED PARENTHOOD LEAGUE OF MASS 1055 COMMONWEALTH AVE BOSTON MA 02115 NONE PUBLIC CHARITABLE 500 RALPH LOWELL SOCIETY 1 GUEST STREET BOSTON MA 02135 NONE PUBLIC CHARITABLE 2500 RHODE ISLAND PBS 50 PARK LANE PROVIDENCE RI 02907 NONE PUBLIC CHARITABLE 150 SMITHSONIAN ASTROPHYSICAL OBSERVATORY 60 GARDEN ST CAMBRIDGE MA 02138 NONE PUBLIC CHARITABLE 10000 SMITHSONIAN INSTITUTE 600 MARYLAND AVE SW WASHINGTON DC 20002 NONE PUBLIC CHARITABLE 25000 SMITHSONIAN SCIENCE AND EDUCATION CENTER 901 D ST SW 704B WASHINGTON DC 20024 NONE PUBLIC CHARITABLE 10000 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 10000 SUDBURY VALLEY TRUSTEES 18 WOLBACH RD SUDBURY MA 01776 NONE PUBLIC CHARITABLE 10000 SUMMER SEARCH BOSTON 3840 WASHINGTON ST SUITE 2 JAMAICA PLAIN MA 02130 NONE PUBLIC CHARITABLE 25000 TEAM SAMANTHA 77 4TH AVE NEEDHAM MA 02494 NONE PUBLIC CHARITABLE 1000 THE ART CONNECTION 551 TREMONT ST BOSTON MA 02116 NONE PUBLIC CHARITABLE 250 THE BOSTON FOUNDATION 75 ARLINGTON ST 1000 BOSTON MA 02116 NONE PUBLIC CHARITABLE 5000 THE NATURE CONSERVANCY 14 MIANE ST 401 BRUNSWICK ME 04011 NONE PUBLIC CHARITABLE 10000 THE SALVATION ARMY PO BOX 55876 BOSTON MA 02205 NONE PUBLIC CHARITABLE 250 THE TRUSTEES OF RESERVATIONS 200 HIGH ST BOSTON MA 02110 NONE PUBLIC CHARITABLE 2500 THURSDAY MORNING TALK 330 MOUNT AUBURN STREET CAMBRIDGE MA 02138 NONE PUBLIC CHARITABLE 450 UPSTREAM 1630 SAN PABLO AVE 400 OAKLAND CA 94612 NONE PUBLIC CHARITABLE 50000 VNA HOSPICE 65 CHILTON STREET CAMBRIDGE MA 02138 NONE PUBLIC CHARITABLE 250 WBUR 890 COMMONWEALTH AVE BOSTON MA 02215 NONE PUBLIC CHARITABLE 25000 WESTPORT RIVER WATERSHED ALLIANCE 493 OLD COUNTRY RD WESTPORT MA 02790 NONE PUBLIC CHARITABLE 250 YEARUP BOSTON 45 MILK ST BOSTON MA 02109 NONE PUBLIC CHARITABLE 1200 CROSSCUT MOUNTAIN SPORTS CENTER 16621 BRDIGER CANYON ROAD BOZEMAN MT 59715 NONE PUBLIC CHARITABLE 2000 CITY OF CAMBRIDGE SCHOLARSHIP FUND 795 MASSACHUSETTS AVE CAMBRIDGE MA 02139 NONE PUBLIC CHARITABLE 100 OLIN COLLEGE 1000 OLIN WAY NEEDHAM MA 02492 NONE PUBLIC CHARITABLE 25000 ROGERS COMMUNITIES 1 FLORENCE ST ROSLINDALE MA 02131 NONE PUBLIC CHARITABLE 500 SMITHSONIAN NATIONAL BOARD ANNUAL GIVING PO BOX 980096 WASHINGTON DC 200779804 NONE PUBLIC CHARITABLE 25000 FEEDING AMERICA PO BOX 96749 WASHINGTON DC 200906749 NONE PUBLIC CHARITABLE 100 WESTPORT RIVER WATERSHED ALLIANCE 890 COMMONWEALTH AVE BOSTON MA 02215 NONE PUBLIC CHARITABLE 500 ONE LOVE FOUNDATION PO BOX 368 BRONXVILLE NY 10708 NONE PUBLIC CHARITABLE 5000 DECORDOVA MUSEUM 51 SANDY POLD ROAD LINCOLN MA 01773 NONE PUBLIC CHARITABLE 3000 BOSTON PHILHARMONIC 545 CONCORD AVE SUITE 318 CAMBRIDGE MA 02138 NONE PUBLIC CHARITABLE 1000 PIONEER INSTITUTE 185 DEVONSHIRE ST SUITE 1101 BOSTON MA 02110 NONE PUBLIC CHARITABLE 350 ADOLESCENT CONSULTATION SERVICES INC 189 CAMBRIDGE ST PO BOX 93207 LONG BEACH CA 90809 NONE PUBLIC CHARITABLE 1000 SMITHSONIAN INSTITUTE PO BOX 98096 WASHINGTON DC 20077 NONE PUBLIC CHARITABLE 180000 ASSOCIATES OF THE BOSTON PUBLIC LIBRARY 700 BOYLSTON ST BOSTON MA 02116 NONE PUBLIC CHARITABLE 1000 LEAGUE OF CONSERVATION VOTERS 740 15TH ST NW SUITE 700 WASHINGTON DC 20005 NONE PUBLIC CHARITABLE 250 SUMMER SEARCH BOSTON 3840 WASHINGTON ST SUITE 2 JAMAICA PLAIN MA 02130 NONE PUBLIC CHARITABLE 5000 CONSUMER REPORTS FOUNDATION 101 TRUMAN AVE YONKERS NY 10703 NONE PUBLIC CHARITABLE 40 J STREET EDUCATION FUND PO BOX 66073 WASHINGTON DC 20035 NONE PUBLIC CHARITABLE 500 WBUR 890 COMMONWEALTH AVE BOSTON MA 02138 NONE PUBLIC CHARITABLE 50000 THE HESTIA FUND PO BOX 170058 BOSTON MA 02117 NONE PUBLIC CHARITABLE 700 PRI-PRX 401 2ND AVE NORTH SUITE 500 MINNEAPOLIS MN 55401 NONE PUBLIC CHARITABLE 1000 PLANNED PARENTHOOD LEAGUE OF MASS 1055 COMMONWEALTH AVE BOSTON MA 02215 NONE PUBLIC CHARITABLE 2500 ALMA DEL MAR CHARTER SCHOOL 515 BELLEVILLE AVE NEW BEDFORD MA 01746 NONE PUBLIC CHARITABLE 1000 MASS AUDUBON SOCIETY 208 SOUTH GREAT ROAD LINCOLN MA 01773 NONE PUBLIC CHARITABLE 250 MASSACHUSETTS EYE AND EAR 243 CHARLES ST BOSTON MA 02114 NONE PUBLIC CHARITABLE 250 COURAGEOUS PARENT NETWORK 21 ROCHESTER RD NEWTON MA 02458 NONE PUBLIC CHARITABLE 250 ENVIRONMENTAL DEFENSE FUND 257 PARK AVE SOUTH NEW YORK NY 10010 NONE PUBLIC CHARITABLE 1000 AARP FOUNDATION PO BOX 93207 LONG BEACH CA 90809 NONE PUBLIC CHARITABLE 100 HARVARD BUSINESS SCHOOL PO BOX 412275 BOSTON MA 02241 NONE PUBLIC CHARITABLE 5000 AMERICAN CIVIL LIBERTIES UNION PO BOX 96265 WASHINGTON DC 20077 NONE PUBLIC CHARITABLE 500 THE SILK ROAD PROJECT 175 NORTH HARVARD ST BOSTON MA 02134 NONE PUBLIC CHARITABLE 250 THE CAMBRIDGE HOMES 360 MT AUBURN ST CAMBRIDGE MA 02138 NONE PUBLIC CHARITABLE 250 BYKIDS 330 WEST END AVE 7 NEW YORK NY 10023 NONE PUBLIC CHARITABLE 250 NEW ENGLAND AQUARIUM 1 CENTRAL WHARF BOSTON MA 02110 NONE PUBLIC CHARITABLE 250 775540 0 14 32433 14 17554 17 5056 311699 0 55043 311699 366742 11B MISC INCOME USED TO PROVIDE ADDITIONAL GIFTS TO ORGANIZATIONS FOR CHARITABLE PURPOSES. 0 0 0 0 0 0 0 0 0 0 X X 1 HOWARD H STEVENSON 31 FAYERWEATHER STREET CAMBRIDGE MA 02138 100000 X ACCOUNTING FEES 3625 3625 3625 BAUPOST LTD PRT - 1983 C-1 AT COST 3599974 3599974 INTERNAL REVENUE SERVICE TAXES 10000 NORTHERN TRUST NONDEDUCTIBLES 600 BAUPOST NON DEDUCTIBLES 95 BAUPOST 1983 C-1 TRADER EXPENSES 3888 3888 3888 PORTPOLIO DEDUCTIONS 6380 6380 6380 ROYALTIES 553 553 553 BAUPOST LTD PTSH 1983 C-1 16623 16623 16623 BAUPOST PTSH INCOME -15441 -15441 -15441 OTHER PORTFOLIO INC 3321 3321 3321 2017 CHECK RETURNED VOIDED 1000 FOREIGN TAXES ACCRUED 2357 2357 2357 STATE TAXES WITHHELD 402 402 402 SECTION 59(E)2 EXPEXSES 2986 2986 2986 CASH CONTRIBUTIONS 10 10 10