STEVENSON FAM CHARITABLE TR STEVENSON HOWARD TTEE: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- STEVENSON FAM CHARITABLE TR STEVENSON HOWARD TTEE (EIN 04-6629590)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-10
- IRS object ID
- 201413149349100806
- Schema version
- 2013v3.0
- 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
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-10T16:24:18-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 450 COTTAGE STREET STE 3 | AddressLine1 |
| City | SPRINGFIELD | City |
| State | MA | State |
| ZIP Code | 01104 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | CAMBRIDGE | City |
| State | MA | State |
| ZIP Code | 02138 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FREDERICKA STEVENSON OR HOWARD STEV | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6178642742 | PhoneNum |
| Signature | 2014-11-10 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALLARD ALLARD CPAS | PreparerPersonNm |
| PTIN | P00923486 | PTIN |
| Phone | 4137851414 | PhoneNum |
| Preparation | 2014-11-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,289,207 | 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 | $175,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $25,904 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $25,904 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $20,134 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,134 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $325,994 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $412,235 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $325,994 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $64,348 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $64,348 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $611,380 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $436,380 | 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 | $6,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,000 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $2,835 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $2,835 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,236 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $6,236 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15,899 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15,899 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $30,970 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $30,970 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,311,299 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,311,299 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,342,269 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,342,269 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$730,889 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $436,380 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $696,753 | CashBOYAmt |
| Cash EOY | $202,920 | CashEOYAmt |
| Cash EOYFMV | $202,920 | CashEOYFMVAmt |
| Other Investments BOY | $5,326,555 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,086,287 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,086,287 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,023,308 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,289,207 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,289,207 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,300 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $2,300 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $6,021,008 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,289,207 | 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 | $6,021,008 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,289,207 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,023,308 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,289,207 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,021,008 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$730,889 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,290,119 | SubtotalAmt |
| Other Decreases | $912 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,289,207 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| BAUPOST S/T CAP GAINS | P | $106,068 | $106,068 | $106,068 | |
| BAUPOST L/T CAP GAINS | P | $306,167 | $306,167 | $306,167 | |
| BAUPOST 1231 GAINS(LOSSES) | P | -$86,241 | -$86,241 | $86,241 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $325,994 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $988,795 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,336,270 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.156053 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $441,819 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,564,273 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.079403 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $869,493 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,341,280 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.162787 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $691,529 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,511,802 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.125463 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $357,075 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,248,926 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.068028 | DistributionYr5Rt |
| Total Distribution | 0.591734 | TotalDistributionRt |
| Average Distribution | 0.118347 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,662,457 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $670,135 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,364 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $674,499 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,342,269 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $4,364 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,364 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,364 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $10,016 | AppliedToEsTaxAmt |
| Total Payments And Credits | $10,016 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $97 | EsPenaltyAmt |
| Overpayment | $5,555 | OverpaymentAmt |
| Applied To ES Tax | $5,555 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | CAMBRIDGE | City |
| State | MA | State |
| ZIP Code | 02138 | ZIPCode |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $5,556,087 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $192,600 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,748,687 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,748,687 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $86,230 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,662,457 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $283,123 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $283,123 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,364 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,364 | TotalTaxAmt |
| Distributable Before Adj | $278,759 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $278,759 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $278,759 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,342,269 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,342,269 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,364 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,337,905 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $278,759 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $113,206 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $415,939 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $613,113 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $173,646 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $684,081 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,999,985 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,342,269 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $278,759 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,063,510 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,063,495 | 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 | $113,206 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,950,289 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $415,939 | ExcessFromYear4Amt |
| Excess From Year3 | $613,113 | ExcessFromYear3Amt |
| Excess From Year2 | $173,646 | ExcessFromYear2Amt |
| Excess From Year1 | $684,081 | ExcessFromYear1Amt |
| Excess From Current Year | $1,063,510 | 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 (125 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CONSUMER REPORTS FOUNDATION | ||||||||||||
| PO BOX 96552 | WASHINGTON | DC | 20090 | NONE | PUBLIC | CHARITABLE | $15 | |||||
| ADOLESCENT CONSULTATION SERVICES INC | ||||||||||||
| 189 CAMBRIDGE ST | CAMBRIDGE | MA | 02141 | NONE | PUBLIC | CHARITABLE | $1,000 | |||||
| HARVARD SCHOOL OF PUBLIC HEALTH | ||||||||||||
| 90 SMITH ST 4TH FLOOR | BOSTON | MA | 02120 | NONE | PUBLIC | CHARITABLE | $20,000 | |||||
| ARTWORKS | ||||||||||||
| 384 ACUSHNET AVE | NEW BEDFORD | MA | 02740 | NONE | PUBLIC | EDUCATIONAL | $100 | |||||
| BABSON COLLEGE | ||||||||||||
| 231 FOREST ST | BABSON PARK | MA | 024570310 | NONE | PUBLIC | CHARITABLE | $5,000 | |||||
| CAMBRIDGE HISTORICAL SOCIETY (LEE HOUSE) | ||||||||||||
| 159 BRATTLE ST | CAMBRIDGE | MA | 02138 | NONE | PUBLIC | CHARITABLE | $500 | |||||
| CAREER COLLABORATIVE INC | ||||||||||||
| 77 SUMMER STREET 11TH FLOOR | BOSTON | MA | 02110 | NONE | PUBLIC | CHARITABLE | $250 | |||||
| CONSUMER REPORTS FOUNDATION | ||||||||||||
| PO BOX 96552 | WASHINGTON | DC | 200906836 | NONE | PUBLIC | CHARITABLE | $15 | |||||
| BETHEL HISTORICAL SOCIETY | ||||||||||||
| 10-14 BROAD ST PO BOX 12 | BETHEL | ME | 042170012 | NONE | PUBLIC | CHARITABLE | $250 | |||||
| BOSTON BALLET | ||||||||||||
| 19 CLARENDON ST | BOSTON | MA | 02116 | NONE | PUBLIC | CHARITABLE | $50,000 | |||||
| BOSTON EDUCATION DEVELOPMENT FOUNDATION | ||||||||||||
| 26 COURT ST | BOSTON | MA | 02108 | NONE | PUBLIC | CHARITABLE | $1,000 | |||||
| CAMBRIDGE CENTER FOR ADULTS EDUCATION | ||||||||||||
| 42 BRATTLE ST PO BOX 9113 | CAMBRIDGE | MA | 02138 | NONE | PUBLIC | CHARITABLE | $5,000 | |||||
| BRIGHAM AND WOMEN'S HOSPITAL | ||||||||||||
| 75 FRANCIS ST | BOSTON | MA | 02115 | NONE | PUBLIC | CHARITABLE | $20,000 | |||||
| BOTTOM LINE | ||||||||||||
| 500 AMORY STREET SUITE 3 | BOSTON | MA | 02130 | NONE | PUBLIC | CHARITABLE | $1,000 | |||||
| BREAKTHROUGH CAMBRIDGE | ||||||||||||
| PO BOX 381486 | CAMBRIDGE | MA | 022381486 | NONE | PUBLIC | CHARITABLE | $250 | |||||
| BRIGHAM AND WOMEN'S HOSPITAL | ||||||||||||
| 75 FRANCIS ST | BOSTON | MA | 02115 | NONE | PUBLIC | CHARITABLE | $500 | |||||
| BRIGHAM AND WOMEN'S HOSPITAL | ||||||||||||
| 75 FRANCIS ST | BOSTON | MA | 02115 | NONE | PUBLIC | CHARITABLE | $20,000 | |||||
| BYKIDS | ||||||||||||
| 330 WEST END AVE | NEW YORK | NY | 10023 | NONE | PUBLIC | CHARITABLE | $250 | |||||
| CAMBRIDGE CENTER FOR ADULTS EDUCATION | ||||||||||||
| 42 BRATTLE ST PO BOX 9113 | CAMBRIDGE | MA | 02138 | NONE | PUBLIC | CHARITABLE | $33,334 | |||||
| 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 | $145 | |||||
| CAREER COLLABORATIVE INC | ||||||||||||
| 77 SUMMER STREET 11TH FLOOR | BOSTON | MA | 02110 | NONE | PUBLIC | CHARITABLE | $250 | |||||
| CHARLES RIVER CONSERVANCY | ||||||||||||
| FOUR BRATTLE ST | CAMBRIDGE | MA | 02138 | NONE | PUBLIC | CHARITABLE | $250 | |||||
| COASTAL MAINE BOTANICAL GARDENS | ||||||||||||
| PO BOX 234 | BOOTHBAY | ME | 04537 | NONE | PUBLIC | CHARITABLE | $80 | |||||
| CODMAN COMMUNITY FARMS | ||||||||||||
| 58 CODMAN ROAD | LINCOLN | MA | 01773 | NONE | PUBLIC | CHARITABLE | $5,000 | |||||
| CONSERVATION LAW FOUNDATION | ||||||||||||
| 62 SUMMER ST | BOSTON | MA | 021101016 | NONE | PUBLIC | CHARITABLE | $10,000 | |||||
| CONSERVATORY LAB CHARTER SCHOOL | ||||||||||||
| 25 ARLINGTON ST | BRIGHTON | MA | 02135 | NONE | PUBLIC | CHARITABLE | $500 | |||||
| COVENANT HOUSE | ||||||||||||
| PO BOX 731 TIMES SQUARE STATION | NEW YORK | NY | 101080731 | NONE | PUBLIC | CULTURAL | $500 | |||||
| DANA FARBER CANCER INSTITUTE | ||||||||||||
| 10 BROOKLINE PLACE WEST 6TH FLOOR | BROOKLINE | MA | 02445 | NONE | PUBLIC | CHARITABLE | $10,000 | |||||
| FARNSWORTH ART MUSEUM | ||||||||||||
| 16 MUSEUM ST | ROCKLAND | ME | 04841 | NONE | PUBLIC | CHARITABLE | $500 | |||||
| EMERALD NECKLACE CONSRVANCY | ||||||||||||
| TWO BROOKLINE PLACE | BROOKLINE | MA | 02445 | NONE | PUBLIC | CHARITABLE | $2,500 | |||||
| FACE HISTORY AND OURSELVES | ||||||||||||
| 16 HURD ROAD | BROOKLINE | MA | 02146 | NONE | PUBLIC | CHARITABLE | $25,000 | |||||
| FAMILIES FIRST | ||||||||||||
| 99 BISHOP ALLEN DR | CAMBRIDGE | MA | 02139 | NONE | PUBLIC | CHARITABLE | $250 | |||||
| FIDELITY CHARITABLE GIFT FUND | ||||||||||||
| HESTIA FUND 75 STATE ST STE 2500 | BOSTON | MA | 02109 | NONE | PUBLIC | CHARITABLE | $5,800 | |||||
| FIRST PARISH CHURCH IN LINCOLN | ||||||||||||
| PO BOX 6218 16 BEDFORD ROAD | LINCOLN | MA | 01773 | NONE | PUBLIC | CHARITABLE | $5,000 | |||||
| FIRST PARISH CHURCH IN LINCOLN | ||||||||||||
| PO BOX 6218 16 BEDFORD ROAD | LINCOLN | MA | 01773 | NONE | PUBLIC | CHARITABLE | $1,000 | |||||
| FOUNDATION OF MASS EYE AND EAR INC | ||||||||||||
| 243 CHARLES ST | BOSTON | MA | 02114 | NONE | PUBLIC | CHARITABLE | $1,000 | |||||
| FRIENDS OF MT AUBURN | ||||||||||||
| 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 | $2,500 | |||||
| FRUITLANDS MUSEUM | ||||||||||||
| 102 PROSPECT HILL ROAD | HARVARD | MA | 01451 | NONE | PUBLIC | CHARITABLE | $1,000 | |||||
| HABITAT FOR HUMANITY INT | ||||||||||||
| PO BOX 1167 | AMERICUS | GA | 317099951 | NONE | PUBLIC | CHARITABLE | $50 | |||||
| HARVARD ART MUSEUM | ||||||||||||
| 32 QUINCY ST | CAMBRIDGE | MA | 02138 | NONE | PUBLIC | CHARITABLE | $5,000 | |||||
| HARVARD MAGAZINE | ||||||||||||
| PO BOX 414946 | BOSTON | MA | 022414946 | NONE | PUBLIC | CHARITABLE | $50 | |||||
| HARVARD UNIVERSITY WOMENS INITIATIVES | ||||||||||||
| 79 JFK ST BOX 123 | CAMBRIDGE | MA | 02138 | NONE | PUBLIC | CHARITABLE | $10,000 | |||||
| HEIFER INTERNATIONAL | ||||||||||||
| 1 WORLD AVE | LITTLE ROCK | AR | 72205 | NONE | PUBLIC | CHARITABLE | $500 | |||||
| HIGGINSON SOCIETY OF BSO | ||||||||||||
| 301 MASSACHUSETTS AVE | BOSTON | MA | 02115 | NONE | PUBLIC | CHARITABLE | $3,000 | |||||
| HISTORIC NEW ENGLAND | ||||||||||||
| 141 CAMBRIDGE ST | BOSTON | MA | 021142702 | NONE | PUBLIC | CHARITABLE | $100 | |||||
| ISABELLA STEWART GARDNER MUSIC | ||||||||||||
| 280 THE FENWAY | BOSTON | MA | 02115 | NONE | PUBLIC | CHARITABLE | $26,000 | |||||
| ISABELLA STEWART GARDNER MUSIC | ||||||||||||
| 280 THE FENWAY | BOSTON | MA | 02115 | NONE | PUBLIC | CHARITABLE | $100,000 | |||||
| ISABELLA STEWART GARDNER MUSIC | ||||||||||||
| 280 THE FENWAY | BOSTON | MA | 02115 | NONE | PUBLIC | CHARITABLE | $4,400 | |||||
| LUNG CANCER RESEARCH FOUNDATION | ||||||||||||
| 843 3RD AVE 6TH FLOOR | NEW YORK | NY | 10022 | NONE | PUBLIC | CHARITABLE | $8,900 | |||||
| MAX WARBUG COURAGE CURRICULUM | ||||||||||||
| 325 HUNTINGTON AVE BOX 52 | BOSTON | MA | 02115 | NONE | PUBLIC | CHARITABLE | $750 | |||||
| MARANYUNDO SCHOOL | ||||||||||||
| 130 RUMFORD AVE SUITED 116 | NEWTON | MA | 02466 | NONE | PUBLIC | CHARITABLE | $500 | |||||
| MASS AUDUBON SOCIETY | ||||||||||||
| 208 SOUTH GREAT ROAD | LINCOLN | MA | 01773 | NONE | PUBLIC | CHARITABLE | $250 | |||||
| MAX WARBUG COURAGE CURRICULUM | ||||||||||||
| 325 HUNTINGTON AVE BOX 52 | BOSTON | MA | 02115 | NONE | PUBLIC | CHARITABLE | $100 | |||||
| MAX WARBUG COURAGE CURRICULUM | ||||||||||||
| 325 HUNTINGTON AVE BOX 52 | BOSTON | MA | 02115 | NONE | PUBLIC | EDUCATIONAL | $250 | |||||
| MFA | ||||||||||||
| 465 HUNTINGTON AVE | BOSTON | MA | 02115 | NONE | PUBLIC | CHARITABLE | $2,450 | |||||
| MT AUBURN AUXILIARY | ||||||||||||
| 330 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | NONE | PUBLIC | CHARITABLE | $40 | |||||
| MT AUBURN HOSPITAL | ||||||||||||
| 330 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | NONE | PUBLIC | CHARITABLE | $250 | |||||
| MUSEUM OF SCIENCE | ||||||||||||
| 1 SCIENCE PARK | BOSTON | MA | 02114 | NONE | PUBLIC | CHARITABLE | $25,000 | |||||
| NATURAL RESOURCES CONCIL OF MAINE | ||||||||||||
| 3 WADE ST | AGUSTA | ME | 04330 | NONE | PUBLIC | CHARITABLE | $250 | |||||
| NEW ENGLAND WILD FLOWER SOCIETY | ||||||||||||
| 180 HEMENWAY RD | FRAMINGHAM | MA | 017012699 | NONE | PUBLIC | CHARITABLE | $115 | |||||
| NATIONAL MUSEUM OF THE AMERICAN IDIAN | ||||||||||||
| PO BOX 97202 | WASHINGTON | DC | 200777435 | NONE | PUBLIC | CHARITABLE | $100 | |||||
| NATIONAL PARK CONSERVATION | ||||||||||||
| PO BOX 97202 | WASHINGTON | DC | 20001 | NONE | PUBLIC | CHARITABLE | $30 | |||||
| NATIONAL TRUST FOR HISTORIC PRESERVATION | ||||||||||||
| PO BOX 5043 | HAGERSTOWN | MD | 217419823 | NONE | PUBLIC | CHARITABLE | $250 | |||||
| NATIONAL TRUST FOR HISTORIC PRESERVATION | ||||||||||||
| PO BOX 5043 | HAGERSTOWN | MD | 217419823 | NONE | PUBLIC | CHARITABLE | $50 | |||||
| NATURAL RESOURCES CONCIL OF MAINE | ||||||||||||
| 3 WADE ST | AGUSTA | ME | 04330 | NONE | PUBLIC | CHARITABLE | $250 | |||||
| NEW BEDFORD WHALING MUSEUM | ||||||||||||
| 18 JOHNNY CAKE HILL | NEW BEDFORD | MA | 027406398 | NONE | PUBLIC | CHARITABLE | $4,100 | |||||
| NEW BEDFORD WHALING MUSEUM | ||||||||||||
| 18 JOHNNY CAKE HILL | NEW BEDFORD | MA | 027406398 | NONE | PUBLIC | CHARITABLE | $1,000 | |||||
| NEW ENGLAND AQUARIUM | ||||||||||||
| 1 CENTRAL WHARF | BOSTON | MA | 02110 | NONE | PUBLIC | CHARITABLE | $250 | |||||
| NEW ENGLAND FORESTRY FOUNDATION | ||||||||||||
| PO BOX 1346 FOSTER ST | LITTLETON | MA | 014604346 | NONE | PUBLIC | CHARITABLE | $100 | |||||
| NPR FOUNDATION | ||||||||||||
| 635 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | NONE | PUBLIC | CHARITABLE | $50,000 | |||||
| NPR FOUNDATION | ||||||||||||
| 635 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | NONE | PUBLIC | CHARITABLE | $400,000 | |||||
| OLIN COLLEGE | ||||||||||||
| OLIN WAY | NEEDHAM | MA | 024921200 | NONE | PUBLIC | CHARITABLE | $25,000 | |||||
| OLYMPUS HIGH SCHOOL | ||||||||||||
| GRANITE SCHOOL DISTRICT 2500 SOUTH | SALT LAKE CITY | UT | 841153110 | NONE | PUBLIC | CHARITABLE | $2,500 | STATE ST | ||||
| OUR SISTERS SCHOOL | ||||||||||||
| 145 BROWNELL AVE | NEW BEDFORD | MA | 02740 | NONE | PUBLIC | CHARITABLE | $1,000 | |||||
| PGLA FOUNDATION | ||||||||||||
| 98 RANDOM FARMS DRIVE | CHAPPAQUA | NY | 10514 | NONE | PUBLIC | CHARITABLE | $1,000 | |||||
| PARTNERS IN HEALTH | ||||||||||||
| 888 COMMONWEALTH AVE | BOSTON | MA | 02115 | NONE | PUBLIC | CHARITABLE | $1,000 | |||||
| PEQUOT LIBRARY | ||||||||||||
| 720 PEQUT AVE | SOUTHPORT | CT | 06890 | NONE | PUBLIC | CHARITABLE | $1,000 | |||||
| RURAL LAND FOUNDATION | ||||||||||||
| PO BOX 6328 | LINCOLN | MA | 01773 | NONE | PUBLIC | CHARITABLE | $1,000 | |||||
| PINE COBBLE SCHOOL | ||||||||||||
| 163 GALE ROAD | WILLIAMSTOWN | MA | 012672808 | NONE | PUBLIC | CHARITABLE | $5,000 | |||||
| PLANNED PARENTHOOD | ||||||||||||
| 1055 COMMONWEALTH AVE | BOSTON | MA | 021151001 | NONE | PUBLIC | CHARITABLE | $1,925 | |||||
| PLANNED PARENTHOOD LEAGUE OF MASS | ||||||||||||
| 1055 COMMONWEALTH AVE | BOSTON | MA | 021151001 | NONE | PUBLIC | CHARITABLE | $2,000 | |||||
| SALVATION ARMY | ||||||||||||
| PO BOX 55876 | BOSTON | MA | 022055876 | NONE | PUBLIC | CHARITABLE | $100 | |||||
| PROJECT BREAD | ||||||||||||
| 145 BORDER ST | EAST BOSTON | MA | 021281903 | NONE | PUBLIC | CHARITABLE | $50 | |||||
| PROSPECT HILL ACADEMY CHARTER SCHOOL FOUNDATION | ||||||||||||
| 50 ESSEX ST | CAMBRIDGE | MA | 02139 | NONE | PUBLIC | CHARITABLE | $150 | |||||
| RALPH LOWELL SOCIETY | ||||||||||||
| WGBH 1 GUEST STREET | BOSTON | MA | 02135 | NONE | PUBLIC | CHARITABLE | $3,000 | |||||
| SOUTH HERO LAND TRUST | ||||||||||||
| PO BOX 455 | SOUTH HERO | VT | 05486 | NONE | PUBLIC | CHARITABLE | $100 | |||||
| SMITHSONIAN INSTITUTE | ||||||||||||
| PO BOX 37012 MRC 712 | WASHINGTON | DC | 200137012 | NONE | PUBLIC | CHARITABLE | $25,000 | |||||
| SMITHSONIAN INSTITUTE | ||||||||||||
| PO BOX 37012 MRC 712 | WASHINGTON | DC | 200137012 | NONE | PUBLIC | CHARITABLE | $500 | |||||
| STANDFORD UNIVERSITY | ||||||||||||
| 326 GALVEZ STREET | STANFORD | CA | 943056105 | NONE | PUBLIC | CHARITABLE | $10,000 | |||||
| THE GUIDANCE CENTER INC | ||||||||||||
| 5 SACRAMENTO ST | CAMBRIDGE | MA | 02138 | NONE | PUBLIC | CHARITABLE | $1,500 | |||||
| SOUTHCOAST HOSPITAL GROUPS | ||||||||||||
| PO BOX 3000 | NEW BEDFORD | MA | 027419919 | NONE | PUBLIC | CHARITABLE | $100 | |||||
| SOUTHERN UTAH WILDERNESS ALLIANCE | ||||||||||||
| 136 EAST 57TH ST STE 1205 | NEW YORK | NY | 10022 | NONE | PUBLIC | CHARITABLE | $500 | |||||
| SUDBURY VALLEY TRUSTEES | ||||||||||||
| 18 WOLBACH RD | SUDBURY | MA | 017762429 | NONE | PUBLIC | CHARITABLE | $10,000 | |||||
| SUMMER SEARCH BOSTON | ||||||||||||
| 3840 WASHINGTON ST SUITE 2 | JAMAICA PLAIN | MA | 02130 | NONE | PUBLIC | CHARITABLE | $200,000 | |||||
| SUMMER SEARCH BOSTON | ||||||||||||
| 3840 WASHINGTON ST SUITE 2 | JAMAICA PLAIN | MA | 02130 | NONE | PUBLIC | CHARITABLE | $3,250 | |||||
| THE ART CONNECTION | ||||||||||||
| 539 TREMONT ST | BOSTON | MA | 02116 | NONE | PUBLIC | CHARITABLE | $1,000 | |||||
| THE ART CONNECTION | ||||||||||||
| 539 TREMONT ST | BOSTON | MA | 02116 | NONE | PUBLIC | CHARITABLE | $250 | |||||
| THE FRIENDS OF HARVARD ROWING | ||||||||||||
| 65 NORTH HARVARD ST MURR CENTER | BOSTON | MA | 02163 | NONE | PUBLIC | CHARITABLE | $25,000 | |||||
| THE NATURE CONSERVANCY | ||||||||||||
| MASS CHAPTER 99 BEDFORD ST 5HT FLR | BOSTON | MA | 02111 | NONE | PUBLIC | CHARITABLE | $10,000 | |||||
| THE HOPKINS SCHOOL | ||||||||||||
| 986 FOREST RD | NEW HAVENT | CT | 06515 | NONE | PUBLIC | CHARITABLE | $1,000 | |||||
| THE JOEY FUND CO THE CYSTIC FIBROSIS FOUNDATION | ||||||||||||
| 220 N MAIN ST SUITE 104 | NATICK | MA | 01760 | NONE | PUBLIC | CHARITABLE | $4,600 | |||||
| THE SILK ROAD PROJECT | ||||||||||||
| 175 NORTH HARVARD ST | BOSTON | MA | 02134 | NONE | PUBLIC | CHARITABLE | $300 | |||||
| THE TRUSTEES OF RESERVATIONS | ||||||||||||
| LONG HILL 572 ESSEX ST | BEVERLY | MA | 019151530 | NONE | PUBLIC | CHARITABLE | $2,500 | |||||
| THURSDAY MORNING TALKS | ||||||||||||
| 15 FOLLEN ST | CAMBRIDGE | MA | 02138 | NONE | PUBLIC | CHARITABLE | $350 | |||||
| VNA CARE HOSPICECAMBRIDGE | ||||||||||||
| 65 CHILTON STREET | CAMBRIDGE | MA | 02138 | NONE | PUBLIC | CHARITABLE | $250 | |||||
| VNA CARE HOSPICECAMBRIDGE | ||||||||||||
| 65 CHILTON STREET | CAMBRIDGE | MA | 02138 | NONE | PUBLIC | CHARITABLE | $500 | |||||
| WBUR | ||||||||||||
| 890 COMMONWEALTH AVE BOSTON | BOSTON | MA | 02215 | NONE | PUBLIC | CHARITABLE | $50,000 | UNIVERSITY | ||||
| WESTPORT RIVER WATERSHED ALLIANCE | ||||||||||||
| PO BOX 3427 | WESTPORT | MA | 027900703 | NONE | PUBLIC | CHARITABLE | $250 | |||||
| WSHU | ||||||||||||
| 5151 PARK AVE | FAIRFIELD | CT | 06825 | NONE | PUBLIC | CHARITABLE | $1,000 | |||||
| YOUTH DESIGN | ||||||||||||
| 48 RUTLAND ST | BOSTON | MA | 02118 | NONE | PUBLIC | CHARITABLE | $250 | |||||
| YEARUP BOSTON | ||||||||||||
| 93 SUMMER ST 5TH FL | BOSTON | MA | 02110 | NONE | PUBLIC | CHARITABLE | $1,000 | |||||
| HARVARD SCHOOL OF PUBLIC HEALTH | ||||||||||||
| 90 SMITH ST 4TH FLOOR | BOSTON | MA | 02120 | NONE | PUBLIC | CHARITABLE | $10,000 | |||||
| HISTORIC NEW ENGLAND | ||||||||||||
| 141 CAMBRIDGE ST | BOSTON | MA | 021142702 | NONE | PUBLIC | CHARITABLECHARITABLECHARITABLE | $100 | |||||
| JIMMY FUND WALK | ||||||||||||
| 2 MORRISEY BLVD | DORCHESTER | MA | 02125 | NONE | PUBLIC | CHARITABLE | $100 | |||||
| JUNIOR ACHIEVEMENT OF NORTHERN NEW ENGLAND | ||||||||||||
| 400 FIFTH AVE SUITE 300 | WALTHAM | MA | 024519803 | NONE | PUBLIC | CHARITABLE | $500 | |||||
| KOSLOW CENTER AT FAIRFILED UNIVERSITY | ||||||||||||
| 1073 NORTH BENSON ROAD | FAIRFIELD | CT | 06824 | NONE | PUBLIC | CHARITABLE | $1,000 | |||||
| LAND TRUST ALLIANCE | ||||||||||||
| 1660 L ST NW STE 1100 | WASHINGTON | DC | 200365635 | NONE | PUBLIC | CHARITABLE | $10,000 | |||||
| MEMORIAL UNIVERSITY OF NEWFOUNDLAND | ||||||||||||
| NONE | PUBLIC | CHARITABLE | $100 | 20 LAMBES LANE ST JOHNS | NL | CA | A1C5S7 | |||||
| MT AUBURN HOSPITAL | ||||||||||||
| 330 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | NONE | PUBLIC | CHARITABLE | $10,000 | |||||
| MT AUBURN HOSPITAL | ||||||||||||
| 330 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | NONE | PUBLIC | CHARITABLE | $5,000 | |||||
| THE USF FOUNDATION INC | ||||||||||||
| 12901 BRUCE B DOWNS MDC70 | TAMPA | FL | 336124742 | NONE | PUBLIC | CHARITABLE | $250 | |||||
| UMDF | ||||||||||||
| 285 OLD WESPORT RD | DARTMOUTH | MA | 027479914 | NONE | PUBLIC | CHARITABLE | $250 | |||||
| UNIVERSITY OF ARIZONA | ||||||||||||
| 933 N CHERRY AVE | TUCSON | AZ | 857210065 | NONE | PUBLIC | CHARITABLE | $5,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,311,299 | 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 | $25,904 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,134 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 17 | ExclusionCd |
| Exclusion | $64,348 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $325,994 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REFUNDS | Desc |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $110,386 | ExclusionAmt |
| Related Or Exempt Function Incm | $325,994 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $436,380 | 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 STEVENSON | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31 FAYERWEATHER ST | AddressLine1 |
| City | CAMBRIDGE | City |
| State | MA | State |
| ZIP Code | 02138 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $175,000 | 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 | $6,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,000 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | 990PF PART XV. LINE 1A - SEE DETAILS BELOW | FormAndLineReferenceDesc |
| Medium Explanation | LIST ANY MANAGERS WHO HAVE CONTRIBUTED MORE THAN 2% OF THE TOTAL CONTRIBUTIONS RECEIVED BY THE FOUNDATION BEFORE THE CLOSE OF ANY TAX YEAR.NAME: HOWARD H STEVENSONSS# 529-52-9010DATES AND AMOUNTS CONTRIBUTED1989 $ 30,0001990 $ 600,0001991 $ 50,0001997 $ 165,3832000 $ 50,0002007 $1,462,5002008 $ 250,0002009 $ 100,0002010 $ 765,0002011 $ 615,0002012 $ 20,0002013 $ 175,000 | MediumExplanationTxt |
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 | $5,086,287 | BookValueAmt |
| EOYFMV | $5,086,287 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| FEDERAL ESTIMATED TAXES PAID | $869 |
| NONDEDUCTIBLE EXPENSES | $43 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS | $630 | $0 | $630 |
| BAUPOST 1983 C-1 | $15,269 | $0 | $15,269 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BAUPOST LTD PTSH 1983 C-1 | Desc |
| Revenue And Expenses Per Books | $64,348 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $64,348 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $64,348 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MASSACHUSETTS FORM PC | $70 | $0 | $70 |
| FOREIGN TAXES PAID | $5,118 | $0 | $5,118 |
| STATE TAXES WITHHELD | $1,048 | $0 | $1,048 |
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