2013-11-11T11:50:15-06:00 2012-12-31 043393531 ALLARD & ALLARD CPA'S 450 COTTAGE STREET STE 3 SPRINGFIELD MA 01104 990PF 2012-01-01 046629590 STEVENSON FAMILY CHARITABLE TRUST STEV 6178642742 31 FAYERWEATHER STREET CAMBRIDGE MA 02138 FREDERICKA STEVENSON OR HOWARD STEV 6178642742 2013-11-09 ALLARD ALLARD CPAS P00923486 4137851414 2013-11-09 2012 2016-02-25 16:41:14Z X 6023308 X 20000 41171 41171 26137 26137 497772 497772 497772 41754 39934 626834 605014 0 0 0 3000 0 3000 3268 0 3268 3921 0 3921 38528 0 38528 48717 0 48717 946128 946128 994845 0 994845 -368011 605014 404383 696753 696753 6012080 5326555 5326555 6416463 6023308 6023308 2300 2300 20000 22300 2300 X 6394163 6021008 0 0 0 0 6394163 6021008 6416463 6023308 6394163 -368011 4872 6031024 10016 6021008 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 497772 0 441819 5564273 0.079403 869493 5341280 0.162787 691529 5511802 0.125463 357075 5248926 0.068028 322315 3294430 0.097836 0.533517 0.106703 6336270 676099 6050 682149 994845 X 6050 0 6050 0 6050 15240 15240 9190 9190 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 0.00 0 0 0 FREDERICKA O STEVENSON 31 FAYERWEATHER STREET CAMBRIDGE MA 02138 0.00 0 0 0 NONE 0 NONE 0 0 6173025 259736 0 6432761 0 0 6432761 96491 6336270 316814 316814 6050 6050 310764 0 310764 0 310764 994845 0 994845 6050 988795 310764 0 0 183054 113206 415939 613113 173646 1498958 994845 0 0 0 310764 684081 0 0 2183039 0 0 0 0 0 0 183054 1999985 113206 415939 613113 173646 684081 HOWARD H STEVENSON X ADOLESCENT CONSULTATION SERVICES INC LIA POORVU 189 CAMBRIDE ST CAMBRIDGE MA 02141 NONE PUBLIC CHARITABLE 1000 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 7050 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 20000 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 02238 NONE PUBLIC CHARITABLE 5000 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 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 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 FACE HISTORY AND OURSELVES 16 HURD ROAD BROOKLINE MA 02146 NONE PUBLIC CHARITABLE 25000 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 1000 FROM THE TOP 295 HUNTINGTON AVE SUITE 201 BOSTON MA 02115 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 600 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 250 ISABELLA STEWART GARDNER MUSIC 280 THE FENWAY BOSTON MA 02115 NONE PUBLIC CHARITABLE 4400 ISABELLA STEWART GARDNER MUSIC 280 THE FENWAY BOSTON MA 02115 NONE PUBLIC CHARITABLE 25000 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 3000 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 10000 MUSEUM OF SCIENCE 1 SCIENCE PARK BOSTON MA 02114 NONE PUBLIC CHARITABLE 10000 MUSEUM OF SCIENCE 1 SCIENCE PARK BOSTON MA 02114 NONE PUBLIC CHARITABLE 15000 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 4400 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 50000 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 PARTNERS IN HEALTH 888 COMMONWEALTH AVE BOSTON MA 02115 NONE PUBLIC CHARITABLE 1000 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 2000 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 3000 SUMMER SEARCH BOSTON 3840 WASHINGTON ST SUITE 2 JAMAICA PLAIN MA 02130 NONE PUBLIC CHARITABLE 3250 SMITHSONIAN INSTITUTE PO BOX 37012 MRC 712 WASHINGTON DC 02139 NONE PUBLIC CHARITABLE 10000 SMITHSONIAN INSTITUTE PO BOX 37012 MRC 712 WASHINGTON DC 02139 NONE PUBLIC CHARITABLE 25000 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 FOUNDATION - BOSTON 3840 WASHINGTON ST SUITE 2 JAMAICA PLAIN MA 02130 NONE PUBLIC CHARITABLE 100000 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 10000 THE SLOVER LIBRARY FOUNDATION 500 EAST MAIN ST SUITE 1500 NORFOLK VA 23510 NONE PUBLIC CHARITABLE 25000 THE TRUSTEES OF RESERVATIONS LONG HILL 572 ESSEX ST BEVERLY MA 019151530 NONE PUBLIC CHARITABLE 2500 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 UNIVERSITY BOSTON MA 02215 NONE PUBLIC CHARITABLE 23775 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 1000 BABSON COLLEGE 231 FOREST ST BABSON PARK MA 024570310 NONE PUBLIC CHARITABLE 5000 BABSON COLLEGE 231 FOREST ST BABSON PARK MA 024570310 NONE PUBLIC CHARITABLE 5000 BART CHARTER PUBLIC SCHOOL FOUNDATION 1 COMMERCIAL ST PO BOX 267 ADAMS MA 01220 NONE PUBLIC CHARITABLE 2000 BERKLEE COLLEGE OF MUSIC 1140 BOYLSTON ST MS-1140 IA BOSTON MA 021153693 NONE PUBLIC CHARITABLE 2500 BOSTON EDUCATION DEVELOPMENT FOUNDATION 26 COURT ST BOSTON MA 02108 NONE PUBLIC CHARITABLE 2000 BOSTON LANDMARKS ORCHESRTA 10 GUEST ST 280 BOSTON MA 02138 NONE PUBLIC CHARITABLE 2500 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 10000 DARTHMOUTH NATUARL RESOURCES TRUST 404 ELM ST PO BOX P-17 DARTMOUTH MA 02748 NONE PUBLIC CHARITABLE 40000 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 4000 FRIENDS OF HEC 1725 I STREET NW SUITE 100 WASHINGTON DC 200062423 NONE PUBLIC CHARITABLE 1000 ISABELLA STEWART GARDNER MUSIC 280 THE FENWAY BOSTON MA 02115 NONE PUBLIC CHARITABLE 4400 LUNG CANCER RESEARCH FOUNDATION PO BOX 981 BETHEL MA 04217 NONE PUBLIC CHARITABLE 8900 MASS AUDUBON SOCIETY 208 SOUTH GREAT ROAD LINCOLN MA 01773 NONE PUBLIC CHARITABLE 1000 MUSEUM OF SCIENCE 1 SCIENCE PARK BOSTON MA 02114 NONE PUBLIC CHARITABLE 6500 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 1000 NPR FOUNDATION 635 MASSACHUSETTS AVE NW WASHINGTON DC 20001 NONE PUBLIC CHARITABLE 200000 OLIN COLLEGE OLIN WAY NEEDHAM MA 024921200 NONE PUBLIC CHARITABLE 25000 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 6000 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 100000 THE CARROLL SCHOOL (CARROLL DIR OF DEV) 25 BAKER BRIDGE ROAD LINCOLN MA 01773 NONE PUBLIC CHARITABLE 1000 THE SLOVER LIBRARY FOUNDATION 500 EAST MAIN ST SUITE 1500 NORFOLK VA 23510 NONE PUBLIC CHARITABLE 25000 TRUSTEES OF PHILLIPS ACADEMY 180 MAIN ST ANDOVER MA 018104161 NONE PUBLIC CHARITABLE 2500 WILLIAMSTOWN RURAL LANDS FOUNDATION 671 COLD SPRING ROAD WILLIAMSTOWN MA 01267 NONE PUBLIC CHARITABLE 2000 YEARUP BOSTON 93 SUMMER ST 5TH FL BOSTON MA 02110 NONE PUBLIC CHARITABLE 1000 946128 0 14 41171 14 26137 17 39934 497772 MISCELLANEOUS REFUNDS 1820 0 107242 499592 606834 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 20000 X ACCOUNTING FEES 3000 0 3000 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 $ 20,000 BAUPOST LTD PRT - 1983 C-1 AT COST 5326555 5326555 FEDERAL ESTIMATED TAXES PAID 10016 MISCELLANEOUS 107 0 107 BAUPOST 1983 C-1 38421 0 38421 BAUPOST LTD PTSH 1983 C-1 25064 25064 25064 BAUPOST LTD PTSH 1983 C-1 14870 14870 14870 MISCELLANEOUS REFUNDS 1820 1820 TAX EXEMPT INCOME 4872 MASSACHUSETTS FORM PC 250 0 250 FOREIGN TAXES PAID 2788 0 2788 STATE TAXES WITHHELD 883 0 883