2014-11-10T16:24:18-06:00 2013-12-31 043393531 ALLARD & ALLARD CPA'S 450 COTTAGE STREET STE 3 SPRINGFIELD MA 01104 990PF 2013-01-01 046629590 STEVENSON FAMILY CHARITABLE TRUST STEV 6178642742 31 FAYERWEATHER STREET CAMBRIDGE MA 02138 FREDERICKA STEVENSON OR HOWARD STEV TRUSTEE 6178642742 2014-11-10 ALLARD ALLARD CPAS P00923486 4137851414 2014-11-10 2013 2015-12-30 17:16:21Z X 5289207 X 175000 25904 25904 20134 20134 325994 412235 325994 64348 64348 611380 436380 0 0 0 6000 0 6000 2835 0 2835 6236 0 6236 15899 0 15899 30970 0 30970 1311299 1311299 1342269 0 1342269 -730889 436380 696753 202920 202920 5326555 5086287 5086287 6023308 5289207 5289207 2300 2300 0 X 6021008 5289207 0 0 0 0 6021008 5289207 6023308 5289207 6021008 -730889 0 5290119 912 5289207 BAUPOST S/T CAP GAINS P 106068 106068 106068 BAUPOST L/T CAP GAINS P 306167 306167 306167 BAUPOST 1231 GAINS(LOSSES) P 86241 -86241 -86241 325994 0 988795 6336270 0.156053 441819 5564273 0.079403 869493 5341280 0.162787 691529 5511802 0.125463 357075 5248926 0.068028 0.591734 0.118347 5662457 670135 4364 674499 1342269 X 4364 0 4364 0 4364 10016 10016 97 5555 5555 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 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 5556087 192600 0 5748687 0 0 5748687 86230 5662457 283123 283123 4364 4364 278759 0 278759 0 278759 1342269 0 1342269 4364 1337905 278759 0 0 113206 415939 613113 173646 684081 1999985 1342269 0 0 0 278759 1063510 0 0 3063495 0 0 0 0 0 0 113206 2950289 415939 613113 173646 684081 1063510 HOWARD H STEVENSON X 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 1000 HARVARD SCHOOL OF PUBLIC HEALTH 90 SMITH ST 4TH FLOOR BOSTON MA 02120 NONE PUBLIC CHARITABLE 20000 ARTWORKS 384 ACUSHNET AVE NEW BEDFORD MA 02740 NONE PUBLIC EDUCATIONAL 100 BABSON COLLEGE 231 FOREST ST BABSON PARK MA 024570310 NONE PUBLIC CHARITABLE 5000 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 50000 BOSTON EDUCATION DEVELOPMENT FOUNDATION 26 COURT ST BOSTON MA 02108 NONE PUBLIC CHARITABLE 1000 CAMBRIDGE CENTER FOR ADULTS EDUCATION 42 BRATTLE ST PO BOX 9113 CAMBRIDGE MA 02138 NONE PUBLIC CHARITABLE 5000 BRIGHAM AND WOMEN'S HOSPITAL 75 FRANCIS ST BOSTON MA 02115 NONE PUBLIC CHARITABLE 20000 BOTTOM LINE 500 AMORY STREET SUITE 3 BOSTON MA 02130 NONE PUBLIC CHARITABLE 1000 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 20000 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 33334 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 5000 CONSERVATION LAW FOUNDATION 62 SUMMER ST BOSTON MA 021101016 NONE PUBLIC CHARITABLE 10000 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 10000 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 2500 FACE HISTORY AND OURSELVES 16 HURD ROAD BROOKLINE MA 02146 NONE PUBLIC CHARITABLE 25000 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 5800 FIRST PARISH CHURCH IN LINCOLN PO BOX 6218 16 BEDFORD ROAD LINCOLN MA 01773 NONE PUBLIC CHARITABLE 5000 FIRST PARISH CHURCH IN LINCOLN PO BOX 6218 16 BEDFORD ROAD LINCOLN MA 01773 NONE PUBLIC CHARITABLE 1000 FOUNDATION OF MASS EYE AND EAR INC 243 CHARLES ST BOSTON MA 02114 NONE PUBLIC CHARITABLE 1000 FRIENDS OF MT AUBURN 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 2500 FRUITLANDS MUSEUM 102 PROSPECT HILL ROAD HARVARD MA 01451 NONE PUBLIC CHARITABLE 1000 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 5000 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 10000 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 3000 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 26000 ISABELLA STEWART GARDNER MUSIC 280 THE FENWAY BOSTON MA 02115 NONE PUBLIC CHARITABLE 100000 ISABELLA STEWART GARDNER MUSIC 280 THE FENWAY BOSTON MA 02115 NONE PUBLIC CHARITABLE 4400 LUNG CANCER RESEARCH FOUNDATION 843 3RD AVE 6TH FLOOR NEW YORK NY 10022 NONE PUBLIC CHARITABLE 8900 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 2450 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 25000 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 4100 NEW BEDFORD WHALING MUSEUM 18 JOHNNY CAKE HILL NEW BEDFORD MA 027406398 NONE PUBLIC CHARITABLE 1000 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 50000 NPR FOUNDATION 635 MASSACHUSETTS AVE NW WASHINGTON DC 20001 NONE PUBLIC CHARITABLE 400000 OLIN COLLEGE OLIN WAY NEEDHAM MA 024921200 NONE PUBLIC CHARITABLE 25000 OLYMPUS HIGH SCHOOL GRANITE SCHOOL DISTRICT 2500 SOUTH STATE ST SALT LAKE CITY UT 841153110 NONE PUBLIC CHARITABLE 2500 OUR SISTERS SCHOOL 145 BROWNELL AVE NEW BEDFORD MA 02740 NONE PUBLIC CHARITABLE 1000 PGLA FOUNDATION 98 RANDOM FARMS DRIVE CHAPPAQUA NY 10514 NONE PUBLIC CHARITABLE 1000 PARTNERS IN HEALTH 888 COMMONWEALTH AVE BOSTON MA 02115 NONE PUBLIC CHARITABLE 1000 PEQUOT LIBRARY 720 PEQUT AVE SOUTHPORT CT 06890 NONE PUBLIC CHARITABLE 1000 RURAL LAND FOUNDATION PO BOX 6328 LINCOLN MA 01773 NONE PUBLIC CHARITABLE 1000 PINE COBBLE SCHOOL 163 GALE ROAD WILLIAMSTOWN MA 012672808 NONE PUBLIC CHARITABLE 5000 PLANNED PARENTHOOD 1055 COMMONWEALTH AVE BOSTON MA 021151001 NONE PUBLIC CHARITABLE 1925 PLANNED PARENTHOOD LEAGUE OF MASS 1055 COMMONWEALTH AVE BOSTON MA 021151001 NONE PUBLIC CHARITABLE 2000 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 3000 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 25000 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 10000 THE GUIDANCE CENTER INC 5 SACRAMENTO ST CAMBRIDGE MA 02138 NONE PUBLIC CHARITABLE 1500 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 10000 SUMMER SEARCH BOSTON 3840 WASHINGTON ST SUITE 2 JAMAICA PLAIN MA 02130 NONE PUBLIC CHARITABLE 200000 SUMMER SEARCH BOSTON 3840 WASHINGTON ST SUITE 2 JAMAICA PLAIN MA 02130 NONE PUBLIC CHARITABLE 3250 THE ART CONNECTION 539 TREMONT ST BOSTON MA 02116 NONE PUBLIC CHARITABLE 1000 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 25000 THE NATURE CONSERVANCY MASS CHAPTER 99 BEDFORD ST 5HT FLR BOSTON MA 02111 NONE PUBLIC CHARITABLE 10000 THE HOPKINS SCHOOL 986 FOREST RD NEW HAVENT CT 06515 NONE PUBLIC CHARITABLE 1000 THE JOEY FUND CO THE CYSTIC FIBROSIS FOUNDATION 220 N MAIN ST SUITE 104 NATICK MA 01760 NONE PUBLIC CHARITABLE 4600 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 2500 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 UNIVERSITY BOSTON MA 02215 NONE PUBLIC CHARITABLE 50000 WESTPORT RIVER WATERSHED ALLIANCE PO BOX 3427 WESTPORT MA 027900703 NONE PUBLIC CHARITABLE 250 WSHU 5151 PARK AVE FAIRFIELD CT 06825 NONE PUBLIC CHARITABLE 1000 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 1000 HARVARD SCHOOL OF PUBLIC HEALTH 90 SMITH ST 4TH FLOOR BOSTON MA 02120 NONE PUBLIC CHARITABLE 10000 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 1000 LAND TRUST ALLIANCE 1660 L ST NW STE 1100 WASHINGTON DC 200365635 NONE PUBLIC CHARITABLE 10000 MEMORIAL UNIVERSITY OF NEWFOUNDLAND 20 LAMBES LANE ST JOHNS NL CA A1C5S7 NONE PUBLIC CHARITABLE 100 MT AUBURN HOSPITAL 330 MOUNT AUBURN STREET CAMBRIDGE MA 02138 NONE PUBLIC CHARITABLE 10000 MT AUBURN HOSPITAL 330 MOUNT AUBURN STREET CAMBRIDGE MA 02138 NONE PUBLIC CHARITABLE 5000 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 5000 1311299 0 14 25904 14 20134 17 64348 325994 MISCELLANEOUS REFUNDS 0 110386 325994 436380 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 STEVENSON 31 FAYERWEATHER ST CAMBRIDGE MA 02138 175000 X ACCOUNTING FEES 6000 0 6000 990PF PART XV. LINE 1A - SEE DETAILS BELOW 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 BAUPOST LTD PRT - 1983 C-1 AT COST 5086287 5086287 FEDERAL ESTIMATED TAXES PAID 869 NONDEDUCTIBLE EXPENSES 43 MISCELLANEOUS 630 0 630 BAUPOST 1983 C-1 15269 0 15269 BAUPOST LTD PTSH 1983 C-1 64348 64348 64348 MASSACHUSETTS FORM PC 70 0 70 FOREIGN TAXES PAID 5118 0 5118 STATE TAXES WITHHELD 1048 0 1048