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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-11-11T11:50:15-06:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN043393531EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1ALLARD & ALLARD CPA'SBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1450 COTTAGE STREET STE 3AddressLine1
CitySPRINGFIELDCity
StateMAState
ZIP Code01104ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN046629590EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1STEVENSON FAMILY CHARITABLE TRUSTBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlSTEVNameControl
Phone6178642742Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line131 FAYERWEATHER STREETAddressLine1
CityCAMBRIDGECity
StateMAState
ZIP Code02138ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameFREDERICKA STEVENSON OR HOWARD STEVName
TitleTRUSTEETitle
Phone6178642742Phone
Date Signed2013-11-09DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameALLARD ALLARD CPASName
PTINP00923486PTIN
Phone4137851414Phone
Date Prepared2013-11-09DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY6023308FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss20000ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss41171InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm41171InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss26137DividendsRevAndExpnss
Dividends Net Invst Incm26137DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss497772NetGainSaleAssetsRevAndExpnss
Gross Sales Price497772GrossSalesPrice
Capital Gain Net Incm Net Invst Incm497772CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss41754OtherIncomeRevAndExpnss
Other Income Net Invst Incm39934OtherIncomeNetInvstIncm
Total Revenue And Expenses626834TotalRevenueAndExpenses
Total Net Investment Income605014TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss3000AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm0AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps3000AccountingFeesDsbrsChrtblPrps
Interest Rev And Expnss3268InterestRevAndExpnss
Interest Net Invst Incm0InterestNetInvstIncm
Interest Dsbrs Chrtbl Prps3268InterestDsbrsChrtblPrps
Taxes Rev And Expnss3921TaxesRevAndExpnss
Taxes Net Invst Incm0TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps3921TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss38528OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm0OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps38528OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss48717TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps48717TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss946128ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps946128ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss994845TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps994845TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-368011ExcessOfRevenueOverExpenses
Net Investment Income605014NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY404383CashBOY
Cash EOY696753CashEOY
Cash EOYFMV696753CashEOYFMV
Investments Other BOY6012080InvestmentsOtherBOY
Investments Other EOY5326555InvestmentsOtherEOY
Investments Other EOYFMV5326555InvestmentsOtherEOYFMV
Total Assets BOY6416463TotalAssetsBOY
Total Assets EOY6023308TotalAssetsEOY
Total Assets EOYFMV6023308TotalAssetsEOYFMV
Accounts Payable BOY2300AccountsPayableBOY
Accounts Payable EOY2300AccountsPayableEOY
Loans From Officers BOY20000LoansFromOfficersBOY
Total Liabilities BOY22300TotalLiabilitiesBOY
Total Liabilities EOY2300TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY6394163CapitalStockBOY
Capital Stock EOY6021008CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY0RetainedEarningsBOY
Retained Earnings EOY0RetainedEarningsEOY
Total Net Assets BOY6394163TotalNetAssetsBOY
Total Net Assets EOY6021008TotalNetAssetsEOY
Total Liabilities Net Assets BOY6416463TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY6023308TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY6394163TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-368011ExcessOfRevenueOverExpenses
Other Increases4872OtherIncreases
Subtotal6031024Subtotal
Other Decreases10016OtherDecreases
Total Net Assets Fund Balances EOY6021008TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredGross Sales PriceGrossSalesPriceGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLosses
BAUPOST S/T CAP GAINP378623786237862
BAUPOST L/T CAP GAINP402582402582402582
BAUPOST 1231 GAINSP573285732857328
FieldValueIRS element (for citing)
Capital Gain Net Income497772CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year1441819QualifyingDistributionsYear1
Noncharitable Assets Year15564273NoncharitableAssetsYear1
Distribution Ratio Year10.079403DistributionRatioYear1
Qualifying Distributions Year2869493QualifyingDistributionsYear2
Noncharitable Assets Year25341280NoncharitableAssetsYear2
Distribution Ratio Year20.162787DistributionRatioYear2
Qualifying Distributions Year3691529QualifyingDistributionsYear3
Noncharitable Assets Year35511802NoncharitableAssetsYear3
Distribution Ratio Year30.125463DistributionRatioYear3
Qualifying Distributions Year4357075QualifyingDistributionsYear4
Noncharitable Assets Year45248926NoncharitableAssetsYear4
Distribution Ratio Year40.068028DistributionRatioYear4
Qualifying Distributions Year5322315QualifyingDistributionsYear5
Noncharitable Assets Year53294430NoncharitableAssetsYear5
Distribution Ratio Year50.097836DistributionRatioYear5
Total Distribution Ratio0.533517TotalDistributionRatio
Average Distribution Ratio0.106703AverageDistributionRatio
Net Noncharitable Assets6336270NetNoncharitableAssets
Adjusted Noncharitable Assets676099AdjustedNoncharitableAssets
One Percent Net Investment Income6050OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One682149AdjNonchrtblAssetsAndOnePct
Qualifying Distributions994845QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax6050InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal6050Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income6050TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment15240EstTaxPaymentsAndOverpayment
Total Credits And Payments15240TotalCreditsAndPayments
Overpayment9190Overpayment
Amount Credited To Next Year9190AmountCreditedToNextYear
Amount To Be Refunded0AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithMAStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1HOWARD H STEVENSONBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number6178642742BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line131 FAYERWEATHER STREETAddressLine1
CityCAMBRIDGECity
StateMAState
ZIP Code02138ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
HOWARD H STEVENSON
31 FAYERWEATHER STREETCAMBRIDGEMA02138TRUSTEE0.00000
FREDERICKA O STEVENSON
31 FAYERWEATHER STREETCAMBRIDGEMA02138TRUSTEE0.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities6173025AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances259736AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets6432761TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets6432761AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable96491CashDeemedCharitable
Net Noncharitable Assets6336270NetNoncharitableAssets
Minimum Investment Return316814MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return316814MinimumInvestmentReturn
Tax Based On Investment Income6050TaxBasedOnInvestmentIncome
Total Tax6050TotalTax
Distributable Amount Before Adj310764DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded310764DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted310764DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions994845ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions994845QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm6050OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions988795AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted310764DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year5183054ExcessDistriCarryoverYear5
Excess Distri Carryover Year4113206ExcessDistriCarryoverYear4
Excess Distri Carryover Year3415939ExcessDistriCarryoverYear3
Excess Distri Carryover Year2613113ExcessDistriCarryoverYear2
Excess Distri Carryover Year1173646ExcessDistriCarryoverYear1
Total Excess Distri Carryover1498958TotalExcessDistriCarryover
Qualifying Distributions994845QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year310764AppliedToCurrentYear
Remaining Distri From Corpus684081RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus2183039TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year5183054ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year1999985ExcessDistriCyovToNextYear
Excess From Year4113206ExcessFromYear4
Excess From Year3415939ExcessFromYear3
Excess From Year2613113ExcessFromYear2
Excess From Year1173646ExcessFromYear1
Excess From Current Year684081ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerHOWARD H STEVENSONContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (112 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmountAddress Line2RecipientUSAddress/AddressLine2
ADOLESCENT CONSULTATION SERVICES INC LIA POORVU
189 CAMBRIDE STCAMBRIDGEMA02141NONEPUBLICCHARITABLE$1,000
ARTWORKS
384 ACUSHNET AVENEW BEDFORDMA02740NONEPUBLICEDUCATIONAL$100
BETHEL HISTORICAL SOCIETY
10-14 BROAD STBETHELME042170012NONEPUBLICCHARITABLE$250
BOSTON BALLET
19 CLARENDON STBOSTONMA02116NONEPUBLICCHARITABLE$7,050
BREAKTHROUGH CAMBRIDGE
PO BOX 381486CAMBRIDGEMA022381486NONEPUBLICCHARITABLE$250
BRIGHAM AND WOMEN'S HOSPITAL
75 FRANCIS STBOSTONMA02115NONEPUBLICCHARITABLE$20,000
BRIGHAM AND WOMEN'S HOSPITAL
75 FRANCIS STBOSTONMA02115NONEPUBLICCHARITABLE$20,000
BYKIDS
330 WEST END AVENEW YORKNY10023NONEPUBLICCHARITABLE$250
CAMBRIDGE CENTER FOR ADULTS EDUCATION
42 BRATTLE ST PO BOX 9113CAMBRIDGEMA02238NONEPUBLICCHARITABLE$5,000
CAMBRIDGE COMMUNITY FOUNDATION
99 BISHOP ALLEN DRCAMBRIDGEMA02139NONEPUBLICCHARITABLE$500
CAMBRIDGE HISTORICAL SOCIETY
159 BRATTLE STCAMBRIDGEMA02138NONEPUBLICCHARITABLE$150
CAREER COLLABORATIVE INC
77 SUMMER STREET 11TH FLOORBOSTONMA02110NONEPUBLICCHARITABLE$250
CHARLES RIVER CONSERVANCY
FOUR BRATTLE STCAMBRIDGEMA02138NONEPUBLICCHARITABLE$250
CITIZENS SCHOOL
308 CONGRESS STBOSTONMA02210NONEPUBLICCHARITABLE$500
CODMAN COMMUNITY FARMS
58 CODMAN ROADLINCOLNMA01773NONEPUBLICCHARITABLE$5,000
CONSERVATION LAW FOUNDATION
62 SUMMER STBOSTONMA021101016NONEPUBLICCHARITABLE$10,000
CONSERVATORY LAB CHARTER SCHOOL
25 ARLINGTON STBRIGHTONMA02135NONEPUBLICCHARITABLE$500
COVENANT HOUSE
PO BOX 731NEW YORKNY101080731NONEPUBLICCULTURAL$500
DANA FARBER CANCER INSTITUTE
10 BROOKLINE PLACE WEST 6TH FLOORBROOKLINEMA02445NONEPUBLICCHARITABLE$10,000
FACE HISTORY AND OURSELVES
16 HURD ROADBROOKLINEMA02146NONEPUBLICCHARITABLE$25,000
FIDELITY CHARITABLE GIFT FUND
HESTIA FUND 75 STATE ST STE 2500BOSTONMA02109NONEPUBLICCHARITABLE$5,800
FIRST PARISH CHURCH IN LINCOLN
PO BOX 6218 16 BEDFORD ROADLINCOLNMA01773NONEPUBLICCHARITABLE$1,000
FROM THE TOP
295 HUNTINGTON AVE SUITE 201BOSTONMA02115NONEPUBLICCHARITABLE$1,000
FROM THE TOP
295 HUNTINGTON AVE SUITE 201BOSTONMA02115NONEPUBLICEDUCATIONAL$2,500
FRUITLANDS MUSEUM
102 PROSPECT HILL ROADHARVARDMA01451NONEPUBLICCHARITABLE$1,000
HABITAT FOR HUMANITY INT
PO BOX 1167AMERICUSGA317099951NONEPUBLICCHARITABLE$50
HARVARD ART MUSEUM
32 QUINCY STCAMBRIDGEMA02138NONEPUBLICCHARITABLE$5,000
HARVARD MAGAZINE
PO BOX 414946BOSTONMA022414946NONEPUBLICCHARITABLE$50
HARVARD UNIVERSITY WOMENS INITIATIVES
79 JFK ST BOX 123CAMBRIDGEMA02138NONEPUBLICCHARITABLE$10,000
HEIFER INTERNATIONAL
1 WORLD AVELITTLE ROCKAR72205NONEPUBLICCHARITABLE$600
HIGGINSON SOCIETY OF BSO
301 MASSACHUSETTS AVEBOSTONMA02115NONEPUBLICCHARITABLE$3,000
HISTORIC NEW ENGLAND
141 CAMBRIDGE STBOSTONMA021142702NONEPUBLICCHARITABLE$250
ISABELLA STEWART GARDNER MUSIC
280 THE FENWAYBOSTONMA02115NONEPUBLICCHARITABLE$4,400
ISABELLA STEWART GARDNER MUSIC
280 THE FENWAYBOSTONMA02115NONEPUBLICCHARITABLE$25,000
MAHOOSUC LAND TRUST
PO BOX 987BETHELMA04217NONEPUBLICCHARITABLE$250
MARANYUNDO SCHOOL
130 RUMFORD AVE SUITED 116NEWTONMA02466NONEPUBLICCHARITABLE$500
MASS AUDUBON SOCIETY
208 SOUTH GREAT ROADLINCOLNMA01773NONEPUBLICCHARITABLE$250
MAX WARBUG COURAGE CURRICULUM
325 HUNTINGTON AVE BOX 52BOSTONMA02115NONEPUBLICEDUCATIONAL$100
MFA PATRON MEM
465 HUNTINGTON AVEBOSTONMA02115NONEPUBLICCHARITABLE$3,000
MT AUBURN AUXILIARY
330 MOUNT AUBURN STREETCAMBRIDGEMA02138NONEPUBLICCHARITABLE$40
MT AUBURN HOSPITAL
330 MOUNT AUBURN STREETCAMBRIDGEMA02138NONEPUBLICCHARITABLE$10,000
MUSEUM OF SCIENCE
1 SCIENCE PARKBOSTONMA02114NONEPUBLICCHARITABLE$10,000
MUSEUM OF SCIENCE
1 SCIENCE PARKBOSTONMA02114NONEPUBLICCHARITABLE$15,000
NATIONAL MUSEUM OF THE AMERICAN IDIAN
PO BOX 96836WASHINGTONDC200906836NONEPUBLICCHARITABLE$100
NATIONAL TRUST FOR HISTORIC PRESERVATION
PO BOX 5043HAGERSTOWNMD217419823NONEPUBLICCHARITABLE$35
NATURAL RESOURCES CONCIL OF MAINE
3 WADE STAGUSTAME04330NONEPUBLICCHARITABLE$250
NEW BEDFORD WHALING MUSEUM
18 JOHNNY CAKE HILLNEW BEDFORDMA027406398NONEPUBLICCHARITABLE$4,400
NEW ENGLAND AQUARIUM
1 CENTRAL WHARFBOSTONMA02110NONEPUBLICCHARITABLE$500
NEW ENGLAND FORESTRY FOUNDATION
PO BOX 1346 FOSTER STLITTLETONMA014604346NONEPUBLICCHARITABLE$100
NPR FOUNDATION
635 MASSACHUSETTS AVE NWWASHINGTONDC20001NONEPUBLICCHARITABLE$50,000
OLYMPUS HIGH SCHOOL
GRANITE SCHOOL DISTRICT 2500 SOUTHSALT LAKE CITYUT841153110NONEPUBLICCHARITABLE$2,500STATE ST
OUR SISTERS SCHOOL
145 BROWNELL AVENEW BEDFORDMA02740NONEPUBLICCHARITABLE$1,000
PARTNERS IN HEALTH
888 COMMONWEALTH AVEBOSTONMA02115NONEPUBLICCHARITABLE$1,000
PEABODAY ESSEX MUSEUM
EAST INDIA SQSALEMMA01970NONEPUBLICCHARITABLE$90
PEABODAY ESSEX MUSEUM
EAST INDIA SQSALEMMA01970NONEPUBLICCHARITABLE$163
PINE COBBLE SCHOOL
163 GALE ROADWILLIAMSTOWNMA012672808NONEPUBLICCHARITABLE$2,000
PLANNED PARENTHOOD
1055 COMMONWEALTH AVEBOSTONMA021151001NONEPUBLICCHARITABLE$500
PLANNED PARENTHOOD LEAGUE OF MASS
1055 COMMONWEALTH AVEBOSTONMA021151001NONEPUBLICCHARITABLE$925
POSSE FOUNDATION
45 FRANKLIN ST 3RD FLOORBOSTONMA02210NONEPUBLICCHARITABLE$500
PROJECT BREAD
145 BORDER STEAST BOSTONMA021281903NONEPUBLICCHARITABLE$50
RALPH LOWELL SOCIETY
WGBH 1 GUEST STREETBOSTONMA02135NONEPUBLICCHARITABLE$3,000
SUMMER SEARCH BOSTON
3840 WASHINGTON ST SUITE 2JAMAICA PLAINMA02130NONEPUBLICCHARITABLE$3,250
SMITHSONIAN INSTITUTE
PO BOX 37012 MRC 712WASHINGTONDC02139NONEPUBLICCHARITABLE$10,000
SMITHSONIAN INSTITUTE
PO BOX 37012 MRC 712WASHINGTONDC02139NONEPUBLICCHARITABLE$25,000
SOUTHCOAST HOSPITAL GROUPS
PO BOX 3000NEW BEDFORDMA027419919NONEPUBLICCHARITABLE$100
SOUTHERN UTAH WILDERNESS ALLIANCE
136 EAST 57TH ST STE 1205NEW YORKNY10022NONEPUBLICCHARITABLE$500
SUDBURY VALLEY TRUSTEES
18 WOLBACH RDSUDBURYMA017762429NONEPUBLICCHARITABLE$10,000
SUMMER SEARCH FOUNDATION - BOSTON
3840 WASHINGTON ST SUITE 2JAMAICA PLAINMA02130NONEPUBLICCHARITABLE$100,000
THE ART CONNECTION
539 TREMONT STBOSTONMA02116NONEPUBLICCHARITABLE$250
THE SALVATION ARMY
402 MASSACHUSETTS AVE PO BOX 390647CAMBRIDGEMA021390008NONEPUBLICCHARITABLE$250
THE NATURE CONSERVANCY
MASS CHAPTER 99 BEDFORD ST 5HT FLRBOSTONMA02111NONEPUBLICCHARITABLE$10,000
THE SLOVER LIBRARY FOUNDATION
500 EAST MAIN ST SUITE 1500NORFOLKVA23510NONEPUBLICCHARITABLE$25,000
THE TRUSTEES OF RESERVATIONS
LONG HILL 572 ESSEX STBEVERLYMA019151530NONEPUBLICCHARITABLE$2,500
THURSDAY MORNING TALKS
330 MOUNT AUBURN STREETCAMBRIDGEMA02138NONEPUBLICCHARITABLE$300
VNA CARE HOSPICECAMBRIDGE
65 CHILTON STREETCAMBRIDGEMA02138NONEPUBLICCHARITABLE$500
WBUR
890 COMMONWEALTH AVE BOSTONBOSTONMA02215NONEPUBLICCHARITABLE$23,775UNIVERSITY
WESTPORT RIVER WATERSHED ALLIANCE
PO BOX 3427WESTPORTMA027900703NONEPUBLICCHARITABLE$100
WESTPORT RIVER WATERSHED ALLIANCE
PO BOX 3427WESTPORTMA027900703NONEPUBLICCHARITABLE$100
ADOLESCENT CONSULTATION SERVICES INC LIA POORVU
189 CAMBRIDE STCAMBRIDGEMA02141NONEPUBLICCHARITABLE$1,000
BABSON COLLEGE
231 FOREST STBABSON PARKMA024570310NONEPUBLICCHARITABLE$5,000
BABSON COLLEGE
231 FOREST STBABSON PARKMA024570310NONEPUBLICCHARITABLE$5,000
BART CHARTER PUBLIC SCHOOL FOUNDATION
1 COMMERCIAL ST PO BOX 267ADAMSMA01220NONEPUBLICCHARITABLE$2,000
BERKLEE COLLEGE OF MUSIC
1140 BOYLSTON ST MS-1140 IABOSTONMA021153693NONEPUBLICCHARITABLE$2,500
BOSTON EDUCATION DEVELOPMENT FOUNDATION
26 COURT STBOSTONMA02108NONEPUBLICCHARITABLE$2,000
BOSTON LANDMARKS ORCHESRTA
10 GUEST ST 280BOSTONMA02138NONEPUBLICCHARITABLE$2,500
BOSTON LANDMARKS ORCHESRTA
10 GUEST ST 280BOSTONMA02138NONEPUBLICCHARITABLE$500
BOTTOM LINE
500 AMORY STREET SUITE 3BOSTONMA02130NONEPUBLICCHARITABLE$10,000
DARTHMOUTH NATUARL RESOURCES TRUST
404 ELM ST PO BOX P-17DARTMOUTHMA02748NONEPUBLICCHARITABLE$40,000
EMERALD NECKLACE CONSRVANCY
125 THE FENWAYBOSTONMA02115NONEPUBLICCHARITABLE$500
FAMILIES FIRST
99 BISHOP ALLEN DRCAMBRIDGEMA02139NONEPUBLICCHARITABLE$250
FIRST PARISH CHURCH IN LINCOLN
PO BOX 6218 16 BEDFORD ROADLINCOLNMA01773NONEPUBLICCHARITABLE$4,000
FRIENDS OF HEC
1725 I STREET NW SUITE 100WASHINGTONDC200062423NONEPUBLICCHARITABLE$1,000
ISABELLA STEWART GARDNER MUSIC
280 THE FENWAYBOSTONMA02115NONEPUBLICCHARITABLE$4,400
LUNG CANCER RESEARCH FOUNDATION
PO BOX 981BETHELMA04217NONEPUBLICCHARITABLE$8,900
MASS AUDUBON SOCIETY
208 SOUTH GREAT ROADLINCOLNMA01773NONEPUBLICCHARITABLE$1,000
MUSEUM OF SCIENCE
1 SCIENCE PARKBOSTONMA02114NONEPUBLICCHARITABLE$6,500
NATIONAL PARK CONSERVATION
PO BOX 97202WASHINGTONDC20001NONEPUBLICCHARITABLE$50
NATIONAL TRUST FOR HISTORIC PRESERVATION
PO BOX 5043HAGERSTOWNMD217419823NONEPUBLICCHARITABLE$250
NEW BEDFORD WHALING MUSEUM
18 JOHNNY CAKE HILLNEW BEDFORDMA027406398NONEPUBLICCHARITABLE$1,000
NPR FOUNDATION
635 MASSACHUSETTS AVE NWWASHINGTONDC20001NONEPUBLICCHARITABLE$200,000
OLIN COLLEGE
OLIN WAYNEEDHAMMA024921200NONEPUBLICCHARITABLE$25,000
PARKINSON'S DISEASE FOUNDATION
1359 BROADWAY SUITE 1509NEW YORKNY10018NONEPUBLICCHARITABLE$100
PROSPECT HILL ACADEMY
50-54 ESSEX STCAMBRIDGEMA02139NONEPUBLICCHARITABLE$250
SAND SPRINGS RECREATIONAL CENTER INC
PO BOX 800WILLIAMSTOWNMA01267NONEPUBLICCHARITABLE$6,000
SMITHSONIAN INSTITUTE
PO BOX 37012 MRC 712WASHINGTONDC200137012NONEPUBLICCHARITABLE$500
SOCIETY OF ST JOHN THE EVANGELIST
980 MEMORIAL DRIVECAMBRIDGEMA02138NONEPUBLICCHARITABLE$350
SUMMER SEARCH FOUNDATION - BOSTON
3840 WASHINGTON ST SUITE 2JAMAICA PLAINMA02130NONEPUBLICCHARITABLE$100,000
THE CARROLL SCHOOL (CARROLL DIR OF DEV)
25 BAKER BRIDGE ROADLINCOLNMA01773NONEPUBLICCHARITABLE$1,000
THE SLOVER LIBRARY FOUNDATION
500 EAST MAIN ST SUITE 1500NORFOLKVA23510NONEPUBLICCHARITABLE$25,000
TRUSTEES OF PHILLIPS ACADEMY
180 MAIN STANDOVERMA018104161NONEPUBLICCHARITABLE$2,500
WILLIAMSTOWN RURAL LANDS FOUNDATION
671 COLD SPRING ROADWILLIAMSTOWNMA01267NONEPUBLICCHARITABLE$2,000
YEARUP BOSTON
93 SUMMER ST 5TH FLBOSTONMA02110NONEPUBLICCHARITABLE$1,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year946128TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$41,171ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$26,137ExclusionAmount

Other Investment Income Part VII OtherInvestmentIncomePartVII

FieldValueIRS element (for citing)
Exclusion Code17ExclusionCode
Exclusion$39,934ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Related Or Exempt Function Income497772RelatedOrExemptFunctionIncome

Other Revenue Described OtherRevenueDescribed

FieldValueIRS element (for citing)
DescriptionMISCELLANEOUS REFUNDSDescription
Related Or Exempt Function Income1820RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$107,242ExclusionAmount
Related Or Exempt Function Income499592RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA606834TotalPartXVIA

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

FieldValueIRS element (for citing)
Line Number11BLineNumber
Relationship StatementMISC INCOME USED TO PROVIDE ADDITIONAL GIFTS TO ORGANIZATIONS FOR CHARITABLE PURPOSES.RelationshipStatement

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualHOWARD STEVENSONContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line131 FAYERWEATHER STAddressLine1
CityCAMBRIDGECity
StateMAState
ZIP Code02138ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions20000AggregateContributions
Person Contribution TypeXPersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategory
Amount$3,000Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps3000DisbursementsCharitablePrps

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanation

FieldValueIRS element (for citing)
Return Reference990PF PART XV. LINE 1A - SEE DETAILS BELOWReturnReference
ExplanationLIST 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 $ 20,000Explanation

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

FieldValueIRS element (for citing)
Category Or ItemBAUPOST LTD PRT - 1983 C-1CategoryOrItem
Listed At Cost Or FMVAT COSTListedAtCostOrFMV
Book Value5326555BookValue
EOYFMV5326555EOYFMV

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases

FieldValueIRS element (for citing)
DescriptionFEDERAL ESTIMATED TAXES PAIDDescription
Amount$10,016Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
MISCELLANEOUS1070107
BAUPOST 1983 C-138421038421

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome (3 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeAdjusted Net IncomeAdjustedNetIncome
BAUPOST LTD PTSH 1983 C-1250642506425064
BAUPOST LTD PTSH 1983 C-1148701487014870
MISCELLANEOUS REFUNDS18201820

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

FieldValueIRS element (for citing)
DescriptionTAX EXEMPT INCOMEDescription
Amount$4,872Amount

Taxes Schedule TaxesSchedule

Taxes Taxes (3 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
MASSACHUSETTS FORM PC$2500250
FOREIGN TAXES PAID$2,78802788
STATE TAXES WITHHELD$8830883

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