STEVENSON FAM CHARITABLE TR STEVENSON HOWARD TTEE: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- STEVENSON FAM CHARITABLE TR STEVENSON HOWARD TTEE (EIN 04-6629590)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-11
- IRS object ID
- 201343169349100339
- Schema version
- 2012v2.1
- 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
- General Explanation Attachment
- 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) |
|---|---|---|
| Timestamp | 2013-11-11T11:50:15-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043393531 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLARD & ALLARD CPA'S | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046629590 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVENSON FAMILY CHARITABLE TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | STEV | NameControl |
| Phone | 6178642742 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | FREDERICKA STEVENSON OR HOWARD STEV | Name |
| Title | TRUSTEE | Title |
| Phone | 6178642742 | Phone |
| Date Signed | 2013-11-09 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ALLARD ALLARD CPAS | Name |
| PTIN | P00923486 | PTIN |
| Phone | 4137851414 | Phone |
| Date Prepared | 2013-11-09 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 6023308 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 20000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 41171 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 41171 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 26137 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 26137 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 497772 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 497772 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 497772 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 41754 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 39934 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 626834 | TotalRevenueAndExpenses |
| Total Net Investment Income | 605014 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 3000 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 3000 | AccountingFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 3268 | InterestRevAndExpnss |
| Interest Net Invst Incm | 0 | InterestNetInvstIncm |
| Interest Dsbrs Chrtbl Prps | 3268 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 3921 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 3921 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 38528 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 38528 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 48717 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 48717 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 946128 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 946128 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 994845 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 994845 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -368011 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 605014 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 404383 | CashBOY |
| Cash EOY | 696753 | CashEOY |
| Cash EOYFMV | 696753 | CashEOYFMV |
| Investments Other BOY | 6012080 | InvestmentsOtherBOY |
| Investments Other EOY | 5326555 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 5326555 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 6416463 | TotalAssetsBOY |
| Total Assets EOY | 6023308 | TotalAssetsEOY |
| Total Assets EOYFMV | 6023308 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 2300 | AccountsPayableBOY |
| Accounts Payable EOY | 2300 | AccountsPayableEOY |
| Loans From Officers BOY | 20000 | LoansFromOfficersBOY |
| Total Liabilities BOY | 22300 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2300 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 6394163 | CapitalStockBOY |
| Capital Stock EOY | 6021008 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 6394163 | TotalNetAssetsBOY |
| Total Net Assets EOY | 6021008 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 6416463 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 6023308 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 6394163 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -368011 | ExcessOfRevenueOverExpenses |
| Other Increases | 4872 | OtherIncreases |
| Subtotal | 6031024 | Subtotal |
| Other Decreases | 10016 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 6021008 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|
| BAUPOST S/T CAP GAIN | P | 37862 | 37862 | 37862 |
| BAUPOST L/T CAP GAIN | P | 402582 | 402582 | 402582 |
| BAUPOST 1231 GAINS | P | 57328 | 57328 | 57328 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 497772 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 441819 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 5564273 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.079403 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 869493 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 5341280 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.162787 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 691529 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 5511802 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.125463 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 357075 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 5248926 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.068028 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 322315 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 3294430 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.097836 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.533517 | TotalDistributionRatio |
| Average Distribution Ratio | 0.106703 | AverageDistributionRatio |
| Net Noncharitable Assets | 6336270 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 676099 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 6050 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 682149 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 994845 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 6050 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 6050 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 6050 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 15240 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 15240 | TotalCreditsAndPayments |
| Overpayment | 9190 | Overpayment |
| Amount Credited To Next Year | 9190 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | MA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOWARD H STEVENSON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 6178642742 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 6173025 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 259736 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 6432761 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 6432761 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 96491 | CashDeemedCharitable |
| Net Noncharitable Assets | 6336270 | NetNoncharitableAssets |
| Minimum Investment Return | 316814 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 316814 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 6050 | TaxBasedOnInvestmentIncome |
| Total Tax | 6050 | TotalTax |
| Distributable Amount Before Adj | 310764 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 310764 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 310764 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 994845 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 994845 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 6050 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 988795 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 310764 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 183054 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 113206 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 415939 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 613113 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 173646 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1498958 | TotalExcessDistriCarryover |
| Qualifying Distributions | 994845 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 310764 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 684081 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 2183039 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 183054 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1999985 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 113206 | ExcessFromYear4 |
| Excess From Year3 | 415939 | ExcessFromYear3 |
| Excess From Year2 | 613113 | ExcessFromYear2 |
| Excess From Year1 | 173646 | ExcessFromYear1 |
| Excess From Current Year | 684081 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HOWARD H STEVENSON | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (112 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| ADOLESCENT CONSULTATION SERVICES INC LIA POORVU | ||||||||
| 189 CAMBRIDE ST | CAMBRIDGE | MA | 02141 | NONE | PUBLIC | CHARITABLE | $1,000 | |
| ARTWORKS | ||||||||
| 384 ACUSHNET AVE | NEW BEDFORD | MA | 02740 | NONE | PUBLIC | EDUCATIONAL | $100 | |
| BETHEL HISTORICAL SOCIETY | ||||||||
| 10-14 BROAD ST | BETHEL | ME | 042170012 | NONE | PUBLIC | CHARITABLE | $250 | |
| BOSTON BALLET | ||||||||
| 19 CLARENDON ST | BOSTON | MA | 02116 | NONE | PUBLIC | CHARITABLE | $7,050 | |
| 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 | $20,000 | |
| 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 | 02238 | NONE | PUBLIC | CHARITABLE | $5,000 | |
| CAMBRIDGE COMMUNITY FOUNDATION | ||||||||
| 99 BISHOP ALLEN DR | CAMBRIDGE | MA | 02139 | NONE | PUBLIC | CHARITABLE | $500 | |
| CAMBRIDGE HISTORICAL SOCIETY | ||||||||
| 159 BRATTLE ST | CAMBRIDGE | MA | 02138 | NONE | PUBLIC | CHARITABLE | $150 | |
| 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 | |
| CITIZENS SCHOOL | ||||||||
| 308 CONGRESS ST | BOSTON | MA | 02210 | NONE | PUBLIC | CHARITABLE | $500 | |
| 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 | 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 | |
| FACE HISTORY AND OURSELVES | ||||||||
| 16 HURD ROAD | BROOKLINE | MA | 02146 | NONE | PUBLIC | CHARITABLE | $25,000 | |
| 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 | $1,000 | |
| FROM THE TOP | ||||||||
| 295 HUNTINGTON AVE SUITE 201 | BOSTON | MA | 02115 | 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 | $600 | |
| 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 | $250 | |
| ISABELLA STEWART GARDNER MUSIC | ||||||||
| 280 THE FENWAY | BOSTON | MA | 02115 | NONE | PUBLIC | CHARITABLE | $4,400 | |
| ISABELLA STEWART GARDNER MUSIC | ||||||||
| 280 THE FENWAY | BOSTON | MA | 02115 | NONE | PUBLIC | CHARITABLE | $25,000 | |
| MAHOOSUC LAND TRUST | ||||||||
| PO BOX 987 | BETHEL | MA | 04217 | NONE | PUBLIC | CHARITABLE | $250 | |
| 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 | EDUCATIONAL | $100 | |
| MFA PATRON MEM | ||||||||
| 465 HUNTINGTON AVE | BOSTON | MA | 02115 | NONE | PUBLIC | CHARITABLE | $3,000 | |
| 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 | $10,000 | |
| MUSEUM OF SCIENCE | ||||||||
| 1 SCIENCE PARK | BOSTON | MA | 02114 | NONE | PUBLIC | CHARITABLE | $10,000 | |
| MUSEUM OF SCIENCE | ||||||||
| 1 SCIENCE PARK | BOSTON | MA | 02114 | NONE | PUBLIC | CHARITABLE | $15,000 | |
| NATIONAL MUSEUM OF THE AMERICAN IDIAN | ||||||||
| PO BOX 96836 | WASHINGTON | DC | 200906836 | NONE | PUBLIC | CHARITABLE | $100 | |
| NATIONAL TRUST FOR HISTORIC PRESERVATION | ||||||||
| PO BOX 5043 | HAGERSTOWN | MD | 217419823 | NONE | PUBLIC | CHARITABLE | $35 | |
| 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 | $4,400 | |
| NEW ENGLAND AQUARIUM | ||||||||
| 1 CENTRAL WHARF | BOSTON | MA | 02110 | NONE | PUBLIC | CHARITABLE | $500 | |
| 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 | |
| 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 | |
| PARTNERS IN HEALTH | ||||||||
| 888 COMMONWEALTH AVE | BOSTON | MA | 02115 | NONE | PUBLIC | CHARITABLE | $1,000 | |
| PEABODAY ESSEX MUSEUM | ||||||||
| EAST INDIA SQ | SALEM | MA | 01970 | NONE | PUBLIC | CHARITABLE | $90 | |
| PEABODAY ESSEX MUSEUM | ||||||||
| EAST INDIA SQ | SALEM | MA | 01970 | NONE | PUBLIC | CHARITABLE | $163 | |
| PINE COBBLE SCHOOL | ||||||||
| 163 GALE ROAD | WILLIAMSTOWN | MA | 012672808 | NONE | PUBLIC | CHARITABLE | $2,000 | |
| PLANNED PARENTHOOD | ||||||||
| 1055 COMMONWEALTH AVE | BOSTON | MA | 021151001 | NONE | PUBLIC | CHARITABLE | $500 | |
| PLANNED PARENTHOOD LEAGUE OF MASS | ||||||||
| 1055 COMMONWEALTH AVE | BOSTON | MA | 021151001 | NONE | PUBLIC | CHARITABLE | $925 | |
| POSSE FOUNDATION | ||||||||
| 45 FRANKLIN ST 3RD FLOOR | BOSTON | MA | 02210 | NONE | PUBLIC | CHARITABLE | $500 | |
| PROJECT BREAD | ||||||||
| 145 BORDER ST | EAST BOSTON | MA | 021281903 | NONE | PUBLIC | CHARITABLE | $50 | |
| RALPH LOWELL SOCIETY | ||||||||
| WGBH 1 GUEST STREET | BOSTON | MA | 02135 | NONE | PUBLIC | CHARITABLE | $3,000 | |
| SUMMER SEARCH BOSTON | ||||||||
| 3840 WASHINGTON ST SUITE 2 | JAMAICA PLAIN | MA | 02130 | NONE | PUBLIC | CHARITABLE | $3,250 | |
| SMITHSONIAN INSTITUTE | ||||||||
| PO BOX 37012 MRC 712 | WASHINGTON | DC | 02139 | NONE | PUBLIC | CHARITABLE | $10,000 | |
| SMITHSONIAN INSTITUTE | ||||||||
| PO BOX 37012 MRC 712 | WASHINGTON | DC | 02139 | NONE | PUBLIC | CHARITABLE | $25,000 | |
| 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 FOUNDATION - BOSTON | ||||||||
| 3840 WASHINGTON ST SUITE 2 | JAMAICA PLAIN | MA | 02130 | NONE | PUBLIC | CHARITABLE | $100,000 | |
| THE ART CONNECTION | ||||||||
| 539 TREMONT ST | BOSTON | MA | 02116 | NONE | PUBLIC | CHARITABLE | $250 | |
| THE SALVATION ARMY | ||||||||
| 402 MASSACHUSETTS AVE PO BOX 390647 | CAMBRIDGE | MA | 021390008 | NONE | PUBLIC | CHARITABLE | $250 | |
| THE NATURE CONSERVANCY | ||||||||
| MASS CHAPTER 99 BEDFORD ST 5HT FLR | BOSTON | MA | 02111 | NONE | PUBLIC | CHARITABLE | $10,000 | |
| THE SLOVER LIBRARY FOUNDATION | ||||||||
| 500 EAST MAIN ST SUITE 1500 | NORFOLK | VA | 23510 | NONE | PUBLIC | CHARITABLE | $25,000 | |
| THE TRUSTEES OF RESERVATIONS | ||||||||
| LONG HILL 572 ESSEX ST | BEVERLY | MA | 019151530 | NONE | PUBLIC | CHARITABLE | $2,500 | |
| THURSDAY MORNING TALKS | ||||||||
| 330 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | NONE | PUBLIC | CHARITABLE | $300 | |
| VNA CARE HOSPICECAMBRIDGE | ||||||||
| 65 CHILTON STREET | CAMBRIDGE | MA | 02138 | NONE | PUBLIC | CHARITABLE | $500 | |
| WBUR | ||||||||
| 890 COMMONWEALTH AVE BOSTON | BOSTON | MA | 02215 | NONE | PUBLIC | CHARITABLE | $23,775 | UNIVERSITY |
| WESTPORT RIVER WATERSHED ALLIANCE | ||||||||
| PO BOX 3427 | WESTPORT | MA | 027900703 | NONE | PUBLIC | CHARITABLE | $100 | |
| WESTPORT RIVER WATERSHED ALLIANCE | ||||||||
| PO BOX 3427 | WESTPORT | MA | 027900703 | NONE | PUBLIC | CHARITABLE | $100 | |
| ADOLESCENT CONSULTATION SERVICES INC LIA POORVU | ||||||||
| 189 CAMBRIDE ST | CAMBRIDGE | MA | 02141 | NONE | PUBLIC | CHARITABLE | $1,000 | |
| BABSON COLLEGE | ||||||||
| 231 FOREST ST | BABSON PARK | MA | 024570310 | NONE | PUBLIC | CHARITABLE | $5,000 | |
| BABSON COLLEGE | ||||||||
| 231 FOREST ST | BABSON PARK | MA | 024570310 | NONE | PUBLIC | CHARITABLE | $5,000 | |
| BART CHARTER PUBLIC SCHOOL FOUNDATION | ||||||||
| 1 COMMERCIAL ST PO BOX 267 | ADAMS | MA | 01220 | NONE | PUBLIC | CHARITABLE | $2,000 | |
| BERKLEE COLLEGE OF MUSIC | ||||||||
| 1140 BOYLSTON ST MS-1140 IA | BOSTON | MA | 021153693 | NONE | PUBLIC | CHARITABLE | $2,500 | |
| BOSTON EDUCATION DEVELOPMENT FOUNDATION | ||||||||
| 26 COURT ST | BOSTON | MA | 02108 | NONE | PUBLIC | CHARITABLE | $2,000 | |
| BOSTON LANDMARKS ORCHESRTA | ||||||||
| 10 GUEST ST 280 | BOSTON | MA | 02138 | NONE | PUBLIC | CHARITABLE | $2,500 | |
| BOSTON LANDMARKS ORCHESRTA | ||||||||
| 10 GUEST ST 280 | BOSTON | MA | 02138 | NONE | PUBLIC | CHARITABLE | $500 | |
| BOTTOM LINE | ||||||||
| 500 AMORY STREET SUITE 3 | BOSTON | MA | 02130 | NONE | PUBLIC | CHARITABLE | $10,000 | |
| DARTHMOUTH NATUARL RESOURCES TRUST | ||||||||
| 404 ELM ST PO BOX P-17 | DARTMOUTH | MA | 02748 | NONE | PUBLIC | CHARITABLE | $40,000 | |
| EMERALD NECKLACE CONSRVANCY | ||||||||
| 125 THE FENWAY | BOSTON | MA | 02115 | NONE | PUBLIC | CHARITABLE | $500 | |
| FAMILIES FIRST | ||||||||
| 99 BISHOP ALLEN DR | CAMBRIDGE | MA | 02139 | NONE | PUBLIC | CHARITABLE | $250 | |
| FIRST PARISH CHURCH IN LINCOLN | ||||||||
| PO BOX 6218 16 BEDFORD ROAD | LINCOLN | MA | 01773 | NONE | PUBLIC | CHARITABLE | $4,000 | |
| FRIENDS OF HEC | ||||||||
| 1725 I STREET NW SUITE 100 | WASHINGTON | DC | 200062423 | NONE | PUBLIC | CHARITABLE | $1,000 | |
| ISABELLA STEWART GARDNER MUSIC | ||||||||
| 280 THE FENWAY | BOSTON | MA | 02115 | NONE | PUBLIC | CHARITABLE | $4,400 | |
| LUNG CANCER RESEARCH FOUNDATION | ||||||||
| PO BOX 981 | BETHEL | MA | 04217 | NONE | PUBLIC | CHARITABLE | $8,900 | |
| MASS AUDUBON SOCIETY | ||||||||
| 208 SOUTH GREAT ROAD | LINCOLN | MA | 01773 | NONE | PUBLIC | CHARITABLE | $1,000 | |
| MUSEUM OF SCIENCE | ||||||||
| 1 SCIENCE PARK | BOSTON | MA | 02114 | NONE | PUBLIC | CHARITABLE | $6,500 | |
| NATIONAL PARK CONSERVATION | ||||||||
| PO BOX 97202 | WASHINGTON | DC | 20001 | NONE | PUBLIC | CHARITABLE | $50 | |
| NATIONAL TRUST FOR HISTORIC PRESERVATION | ||||||||
| PO BOX 5043 | HAGERSTOWN | MD | 217419823 | NONE | PUBLIC | CHARITABLE | $250 | |
| NEW BEDFORD WHALING MUSEUM | ||||||||
| 18 JOHNNY CAKE HILL | NEW BEDFORD | MA | 027406398 | NONE | PUBLIC | CHARITABLE | $1,000 | |
| NPR FOUNDATION | ||||||||
| 635 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | NONE | PUBLIC | CHARITABLE | $200,000 | |
| OLIN COLLEGE | ||||||||
| OLIN WAY | NEEDHAM | MA | 024921200 | NONE | PUBLIC | CHARITABLE | $25,000 | |
| PARKINSON'S DISEASE FOUNDATION | ||||||||
| 1359 BROADWAY SUITE 1509 | NEW YORK | NY | 10018 | NONE | PUBLIC | CHARITABLE | $100 | |
| PROSPECT HILL ACADEMY | ||||||||
| 50-54 ESSEX ST | CAMBRIDGE | MA | 02139 | NONE | PUBLIC | CHARITABLE | $250 | |
| SAND SPRINGS RECREATIONAL CENTER INC | ||||||||
| PO BOX 800 | WILLIAMSTOWN | MA | 01267 | NONE | PUBLIC | CHARITABLE | $6,000 | |
| SMITHSONIAN INSTITUTE | ||||||||
| PO BOX 37012 MRC 712 | WASHINGTON | DC | 200137012 | NONE | PUBLIC | CHARITABLE | $500 | |
| SOCIETY OF ST JOHN THE EVANGELIST | ||||||||
| 980 MEMORIAL DRIVE | CAMBRIDGE | MA | 02138 | NONE | PUBLIC | CHARITABLE | $350 | |
| SUMMER SEARCH FOUNDATION - BOSTON | ||||||||
| 3840 WASHINGTON ST SUITE 2 | JAMAICA PLAIN | MA | 02130 | NONE | PUBLIC | CHARITABLE | $100,000 | |
| THE CARROLL SCHOOL (CARROLL DIR OF DEV) | ||||||||
| 25 BAKER BRIDGE ROAD | LINCOLN | MA | 01773 | NONE | PUBLIC | CHARITABLE | $1,000 | |
| THE SLOVER LIBRARY FOUNDATION | ||||||||
| 500 EAST MAIN ST SUITE 1500 | NORFOLK | VA | 23510 | NONE | PUBLIC | CHARITABLE | $25,000 | |
| TRUSTEES OF PHILLIPS ACADEMY | ||||||||
| 180 MAIN ST | ANDOVER | MA | 018104161 | NONE | PUBLIC | CHARITABLE | $2,500 | |
| WILLIAMSTOWN RURAL LANDS FOUNDATION | ||||||||
| 671 COLD SPRING ROAD | WILLIAMSTOWN | MA | 01267 | NONE | PUBLIC | CHARITABLE | $2,000 | |
| YEARUP BOSTON | ||||||||
| 93 SUMMER ST 5TH FL | BOSTON | MA | 02110 | NONE | PUBLIC | CHARITABLE | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 946128 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $41,171 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $26,137 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 17 | ExclusionCode |
| Exclusion | $39,934 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 497772 | RelatedOrExemptFunctionIncome |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS REFUNDS | Description |
| Related Or Exempt Function Income | 1820 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $107,242 | ExclusionAmount |
| Related Or Exempt Function Income | 499592 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 606834 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11B | LineNumber |
| Relationship Statement | MISC INCOME USED TO PROVIDE ADDITIONAL GIFTS TO ORGANIZATIONS FOR CHARITABLE PURPOSES. | RelationshipStatement |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | HOWARD STEVENSON | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | 20000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $3,000 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 3000 | DisbursementsCharitablePrps |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | 990PF PART XV. LINE 1A - SEE DETAILS BELOW | ReturnReference |
| 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 $ 20,000 | Explanation |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BAUPOST LTD PRT - 1983 C-1 | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 5326555 | BookValue |
| EOYFMV | 5326555 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FEDERAL ESTIMATED TAXES PAID | Description |
| Amount | $10,016 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| MISCELLANEOUS | 107 | 0 | 107 |
| BAUPOST 1983 C-1 | 38421 | 0 | 38421 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| BAUPOST LTD PTSH 1983 C-1 | 25064 | 25064 | 25064 |
| BAUPOST LTD PTSH 1983 C-1 | 14870 | 14870 | 14870 |
| MISCELLANEOUS REFUNDS | 1820 | 1820 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TAX EXEMPT INCOME | Description |
| Amount | $4,872 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| MASSACHUSETTS FORM PC | $250 | 0 | 250 |
| FOREIGN TAXES PAID | $2,788 | 0 | 2788 |
| STATE TAXES WITHHELD | $883 | 0 | 883 |
Comments