STEVENSON FAM CHARITABLE TR STEVENSON HOWARD TTEE: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: STEVENSON FAM CHARITABLE TR STEVENSON HOWARD TTEE (EIN 04-6629590)
Tax period: 2011-01-01 to 2011-12-31
Filed: 2012-11-02
IRS object ID: 201223079349100012
Schema version: 2011v1.2
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	2012-11-02T16:38:00-05:00	Timestamp
Tax Period End Date	2011-12-31	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	2011-01-01	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	2012-11-02	DateSigned

Preparer Preparer

Field	Value	IRS element (for citing)
PTIN	P00923486	PTIN
Phone	4137851414	Phone
Date Prepared	2012-11-02	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	6416463	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	615000	ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss	47206	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	39548	InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss	14176	DividendsRevAndExpnss
Dividends Net Invst Incm	14176	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	425711	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	425711	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	425711	CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss	89880	OtherIncomeRevAndExpnss
Other Income Net Invst Incm	89880	OtherIncomeNetInvstIncm
Total Revenue And Expenses	1191973	TotalRevenueAndExpenses
Total Net Investment Income	569315	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	3000	AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps	3000	AccountingFeesDsbrsChrtblPrps
Interest Rev And Expnss	2703	InterestRevAndExpnss
Interest Net Invst Incm	2703	InterestNetInvstIncm
Interest Dsbrs Chrtbl Prps	2703	InterestDsbrsChrtblPrps
Taxes Rev And Expnss	13212	TaxesRevAndExpnss
Taxes Net Invst Incm	13212	TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps	13212	TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss	48369	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	48369	OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps	48369	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	67284	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	67284	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	67284	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	374535	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	374535	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	441819	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	67284	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	441819	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	750154	ExcessOfRevenueOverExpenses
Net Investment Income	502031	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	117718	CashBOY
Cash EOY	404383	CashEOY
Cash EOYFMV	404383	CashEOYFMV
Investments Other BOY	5541210	InvestmentsOtherBOY
Investments Other EOY	6012080	InvestmentsOtherEOY
Investments Other EOYFMV	6012080	InvestmentsOtherEOYFMV
Total Assets BOY	5658928	TotalAssetsBOY
Total Assets EOY	6416463	TotalAssetsEOY
Total Assets EOYFMV	6416463	TotalAssetsEOYFMV
Accounts Payable BOY	2300	AccountsPayableBOY
Accounts Payable EOY	2300	AccountsPayableEOY
Loans From Officers BOY	20000	LoansFromOfficersBOY
Loans From Officers EOY	20000	LoansFromOfficersEOY
Total Liabilities BOY	22300	TotalLiabilitiesBOY
Total Liabilities EOY	22300	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Capital Stock BOY	5636628	CapitalStockBOY
Capital Stock EOY	6394163	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	5636628	TotalNetAssetsBOY
Total Net Assets EOY	6394163	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	5658928	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	6416463	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	5636628	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	750154	ExcessOfRevenueOverExpenses
Other Increases	7659	OtherIncreases
Subtotal	6394441	Subtotal
Other Decreases	278	OtherDecreases
Total Net Assets Fund Balances EOY	6394163	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 LTD PTSH 1983 C-1 S/T	P	8711	8711	8711
BAUPOST LTD PTSH 1983 C-1 L/T	P	337610	337610	337610
BAUPOST LTD PTSH 1983 C-1 1231	P	79390	79390	79390

Field	Value	IRS element (for citing)
Capital Gain Net Income	425711	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	0	LiableFor4942Tax
Qualifying Distributions Year1	869493	QualifyingDistributionsYear1
Noncharitable Assets Year1	5341280	NoncharitableAssetsYear1
Distribution Ratio Year1	0.162787	DistributionRatioYear1
Qualifying Distributions Year2	691529	QualifyingDistributionsYear2
Noncharitable Assets Year2	5511802	NoncharitableAssetsYear2
Distribution Ratio Year2	0.125463	DistributionRatioYear2
Qualifying Distributions Year3	357075	QualifyingDistributionsYear3
Noncharitable Assets Year3	5248926	NoncharitableAssetsYear3
Distribution Ratio Year3	0.068028	DistributionRatioYear3
Qualifying Distributions Year4	322315	QualifyingDistributionsYear4
Noncharitable Assets Year4	3294430	NoncharitableAssetsYear4
Distribution Ratio Year4	0.097836	DistributionRatioYear4
Qualifying Distributions Year5	374480	QualifyingDistributionsYear5
Noncharitable Assets Year5	2633911	NoncharitableAssetsYear5
Distribution Ratio Year5	0.142176	DistributionRatioYear5
Total Distribution Ratio	0.596290	TotalDistributionRatio
Average Distribution Ratio	0.119258	AverageDistributionRatio
Net Noncharitable Assets	5564273	NetNoncharitableAssets
Adjusted Noncharitable Assets	663584	AdjustedNoncharitableAssets
One Percent Net Investment Income	5020	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	668604	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	441819	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	10041	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	10041	Subtotal
Subtitle A Tax	0	SubtitleATax
Tax Based On Investment Income	10041	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	15265	EstTaxPaymentsAndOverpayment
Total Credits And Payments	15265	TotalCreditsAndPayments
Overpayment	5224	Overpayment
Amount Credited To Next Year	5224	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	5575621	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	73387	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	5649008	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	5649008	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	84735	CashDeemedCharitable
Net Noncharitable Assets	5564273	NetNoncharitableAssets
Minimum Investment Return	278214	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	278214	MinimumInvestmentReturn
Tax Based On Investment Income	10041	TaxBasedOnInvestmentIncome
Total Tax	10041	TotalTax
Distributable Amount Before Adj	268173	DistributableAmountBeforeAdj
Recoveries Qlfy Distributions	0	RecoveriesQlfyDistributions
Distributable Amount Before Ded	268173	DistributableAmountBeforeDed
Deduction Fr Distributable	$0	DeductionFrDistributableAmount
Distributable Amount As Adjusted	268173	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	441819	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Qualifying Distributions	441819	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	0	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	441819	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	268173	DistributableAmountAsAdjusted
Undistributed Income Prior Year	0	UndistributedIncomePriorYear
Total For Prior Years	0	TotalForPriorYears
Excess Distri Carryover Year5	253094	ExcessDistriCarryoverYear5
Excess Distri Carryover Year4	183054	ExcessDistriCarryoverYear4
Excess Distri Carryover Year3	113206	ExcessDistriCarryoverYear3
Excess Distri Carryover Year2	415939	ExcessDistriCarryoverYear2
Excess Distri Carryover Year1	613113	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	1578406	TotalExcessDistriCarryover
Qualifying Distributions	441819	QualifyingDistributions
Applied To Year1	0	AppliedToYear1
Applied To Prior Years	0	AppliedToPriorYears
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	268173	AppliedToCurrentYear
Remaining Distri From Corpus	173646	RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus	0	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	0	ExcessDistriCyovAppliedCY
Total Corpus	1752052	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	253094	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	1498958	ExcessDistriCyovToNextYear
Excess From Year4	183054	ExcessFromYear4
Excess From Year3	113206	ExcessFromYear3
Excess From Year2	415939	ExcessFromYear2
Excess From Year1	613113	ExcessFromYear1
Excess From Current Year	173646	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 (98 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
ISABELLA STEWART GARDNER MUSIC
280 THE FENWAY	BOSTON	MA	02115	NONE	PUBLIC	CHARITABLE	$2,400
CODMAN COMMUNITY FARMS
58 CODMAN ROAD	LINCOLN	MA	01773	NONE	PUBLIC	CHARITABLE	$1,000
NATIONAL RESOURCES DEFENSE COUNCIL
18 JOHNNY CAKE HILL	NEW BEDFORE	MA	027406398	NONE	PUBLIC	CHARITABLE	$3,800
ACCESS
31 ST JAMES AVE SUITE 520	BOSTON	MA	02116	NONE	PUBLIC	CHARITABLE	$500
THE FRENCH CULTURAL CENTER
53 MARLBOROUGH ST	BOSTON	MA	02116	NONE	PUBLIC	CHARITABLE	$10,000
ADOLESCENT CONSULTATION SERVICES INC LIA POORVU
40 THORNDIKE STREET	CAMBRIDGE	MA	02141	NONE	PUBLIC	CHARITABLE	$1,000
GLOBAL CITIZEN
PO BOX 1167	AMERICUS	GA	31709	NONE	PUBLIC	CHARITABLE	$10,000
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	$25,000
PEQUOT LIBRARY
PEQUOT AVE	SOUTHPORT	CT	06890	NONE	PUBLIC	CHARITABLE	$4,000
FAIRFIELD UNIVERISTY
75 STATE ST STE 2500	BOSOTN	MA	02109	NONE	PUBLIC	CHARITABLE	$1,000
FRIENDS OF MOUNT AUBURN
295 HUNTINGTON AVE SUITE 201	BOSTON	MA	02115	NONE	PUBLIC	CHARITABLE	$500
BREAKTHROUGH CAMBRIDGE
PO BOX 381486	CAMBRIDGE	MA	022381786	NONE	PUBLIC	CHARITABLE	$250
BRIGHAM AND WOMEN'S HOSPITAL
75 FRANCIS ST	BOSTON	MA	02115	NONE	PUBLIC	CHARITABLE	$200
THURSDAY MORNING TALKS (MT AUBURN)
330 MOUNT AUBURN STREET	CAMBRIDGE	MA	02138	NONE	PUBLIC	CHARITABLE	$300
BYKIDS
330 WEST END AVE	NEW YORK	NY	10023	NONE	PUBLIC	CHARITABLE	$250
CAMBRIDGE AT HOME INC
1780 MASSACHUSETTS AVENUE	CAMBRIDGE	MA	02140	NONE	PUBLIC	CHARITABLE	$500
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
NATURAL RESOURCES CONCIL OF MAINE
18 JOHNNY CAKE HILL	NEW BEDFORD	MA	027406398	NONE	PUBLIC	CHARITABLE	$250
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	$500
THE SLOVER LIBRARY FOUNDATION
572 ESSEX ST	BEVERLY	MA	019151530	NONE	PUBLIC	CHARITABLE	$25,000
CITIZENS SCHOOL
MUSEUM WHARF 308 CONGRESS ST	BOSTON	MA	02210	NONE	PUBLIC	CHARITABLE	$500
COASTAL MAINE BOTANICAL GARDENS
PO BOX 234	BOOTHBAY	ME	04537	NONE	PUBLIC	CHARITABLE	$65
CONSERVATION LAW FOUNDATION
62 SUMMER ST	BOSTON	MA	021101016	NONE	PUBLIC	CHARITABLE	$10,000
MUSEUM OF SCIENCE BRONZE DISCOVERER LEVEL
1 SCIENCE PARK	BOSTON	MA	02114	NONE	PUBLIC	CHARITABLE	$2,500
CONSERVATORY LAB CHARTER SCHOOL
25 ARLINGTON ST	BRIGHTON	MA	02135	NONE	PUBLIC	CHARITABLE	$1,000
COVENANT HOUSE
PO BOX 731	NEW YORK	NY	101080731	NONE	PUBLIC	CULTURAL	$500
NEW ENGLAND AQUARIUM
PO BOX 1346 32 FOSTER ST	LITTLETON	MA	014604346	NONE	PUBLIC	CHARITABLE	$500
DANA FARBER CANCER INSTITUTE
10 BROOKLINE PLACE WEST 6TH FLOOR	BROOKLINE	MA	02445	NONE	PUBLIC	CHARITABLE	$10,000
SOUTH HERO LAND TRUST
SOUTHCOAST HEALTH SYSTEM PO BOX	NEW BEDFORD	MA	024719919	NONE	PUBLIC	CHARITABLE	$50	3000
FIDELITY CHARITABLE GIFT FUND
PO BOX 6218 16 BEDFORD ROAD	LINCOLN	MA	01773	NONE	PUBLIC	CHARITABLE	$5,750
PLANNED PARENTHOOD LEAGUE OF MASS
45 FRANKLIN ST 3RD FLOOR	BOSTON	MA	02210	NONE	PUBLIC	CHARITABLE	$2,500
BRIGHAM AND WOMEN'S HOSPITAL
75 FRANCIS ST	BOSTON	MA	02115	NONE	PUBLIC	CHARITABLE	$20,000
FRUITLANDS MUSEUM
102 PROSPECT HILL ROAD	HARVARD	MA	01451	NONE	PUBLIC	CHARITABLE	$1,000
FACE HISTORY AND OURSELVES
16 HURD ROAD	BROOKLINE	MA	02146	NONE	PUBLIC	CHARITABLE	$3,500
MAHOOSUC LAND TRUST
PO BOX 987	BETHEL	MA	04217	NONE	PUBLIC	CHARITABLE	$500
NEW BEDFORD WHALING MUSEUM
CENTRAL WHARF	BOSTON	MA	021103399	NONE	PUBLIC	CHARITABLE	$1,000
FIRST PARISH CHURCH IN LINCOLN
PO BOX 6218 16 BEDFORD ROAD	LINCOLN	MA	01773	NONE	PUBLIC	CHARITABLE	$2,500
HARVARD MAGAZINE
PO BOX 414946	BOSTON	MA	022414946	NONE	PUBLIC	CHARITABLE	$50
FRIENDS OF MOUNT AUBURN
580 MOUNT AUBURN ST	CAMBRIDGE	MA	02138	NONE	PUBLIC	CHARITABLE	$1,000
FROM THE TOP
295 HUNTINGTON AVE SUITE 201	BOSTON	MA	02115	NONE	PUBLIC	CHARITABLE	$5,000
FROM THE TOP
295 HUNTINGTON AVE SUITE 201	BOSTON	MA	02115	NONE	PUBLIC	EDUCATIONAL	$5,000
HABITAT FOR HUMANITY INT
PO BOX 1167	AMERICUS	GA	317099951	NONE	PUBLIC	CHARITABLE	$50
HARVARD UNIVERSITY WOMENS INITIATIVES
79 JFK ST BOX 123	CAMBRIDGE	MA	02138	NONE	PUBLIC	CHARITABLE	$10,000
HARVARD BUSINESS SCHOOL
125 HARVARD BUSINESS SCHOOL	BOSTON	MA	02163	NONE	PUBLIC	CHARITABLE	$10,000
HARVARD BUSINESS SCHOOL
125 HARVARD BUSINESS SCHOOL	BOSTON	MA	02163	NONE	PUBLIC	CHARITABLE	$10,000
HARVARD SCHOOL OF PUBLIC HEALTH
401 PARK DR 3RD FLOOR	BOSTON	MA	02215	NONE	PUBLIC	CHARITABLE	$20,000
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	$85
JUSTINE LEE MIFF FUND FOR EMERALD NECKLACE
PO BOX 981	BETHEL	MA	04217	NONE	PUBLIC	CHARITABLE	$500
ISABELLA STEWART GARDNER MUSIC
280 THE FENWAY	BOSTON	MA	02115	NONE	PUBLIC	CHARITABLE	$1,000
MAHOOSUC LAND TRUST
PO BOX 981	BETHEL	MA	042170012	NONE	PUBLIC	CHARITABLE	$250
MAINE MARITIME MUSEUM
243 WASHINGTON STREET	BATH	ME	04530	NONE	PUBLIC	CHARITABLE	$125
MASS AUDUBON SOCIETY
208 SOUTH GREAT ROAD	LINCOLN	MA	01773	NONE	PUBLIC	CHARITABLE	$250
SOUTHERN UTAH WILDERNESS ALLIANCE
326 GALVEZ ST	STANFORD	CA	94305	NONE	PUBLIC	CHARITABLE	$500
PEABODAY ESSEX MUSEUM
EAST INDIA SQ	SALEM	MA	01970	NONE	PUBLIC	CHARITABLE	$150
MAX WARBUG COURAGE CURRICULUM
325 HUNTINGTON AVE BOX 52	BOSTON	MA	02115	NONE	PUBLIC	EDUCATIONAL	$500
MAX WARBUG COURAGE CURRICULUM
325 HUNTINGTON AVE BOX 52	BOSTON	MA	02115	NONE	PUBLIC	CHARITABLE	$1,000
VNA CARE HOSPICECAMBRIDGE
890 COMMONWEALTH AVE	BOSOTN	MA	02215	NONE	PUBLIC	CHARITABLE	$250
MFA PATRON MEM
465 HUNTINGTON AVE	BOSTON	MA	02115	NONE	PUBLIC	CHARITABLE	$3,000
OUR SISTERS SCHOOL
145 BROWNELL AVE	NEW BEDFORD	MA	02740	NONE	PUBLIC	CHARITABLE	$500
MT AUBURN HOSPITAL
330 MOUNT AUBURN STREET	CAMBRIDGE	MA	02138	NONE	PUBLIC	CHARITABLE	$40,000
MT AUBURN HOSPITAL
330 MOUNT AUBURN STREET	CAMBRIDGE	MA	02138	NONE	PUBLIC	CHARITABLE	$3,750
MUSEUM OF SCIENCE
1 SCIENCE PARK	BOSTON	MA	02114	NONE	PUBLIC	CHARITABLE	$10,000
BREAKTHROUGH CAMBRIDGE
PO BOX 381486	CAMBRIDGE	MA	022381486	NONE	PUBLIC	CHARITABLE	$250
NATIONAL TRUST FOR HISTORIC PRESERVATION
PO BOX 5043	HAGERSTOWN	MD	217419823	NONE	PUBLIC	CHARITABLE	$50
PARTNERS IN HEALTH
888 COMMONWEALTH AVE	BOSTON	MA	02115	NONE	PUBLIC	CHARITABLE	$1,000
ARTWORKS
384 ACUSHNET AVE	NEW BEDFORD	MA	02740	NONE	PUBLIC	EDUCATIONAL	$100
NEW ENGLAND FORESTRY FOUNDATION
PO BOX 1346 FOSTER ST	LITTLETON	MA	014604346	NONE	PUBLIC	CHARITABLE	$100
NEW ENGLAND FORESTRY FOUNDATION
PO BOX 1346 32 FOSTER ST	LITTLETON	MA	014604346	NONE	PUBLIC	CHARITABLE	$100
HEIFER INTERNATIONAL
301 MASSACHUSETTS AVE	BOSTON	MA	02115	NONE	PUBLIC	CHARITABLE	$600
MARANYUNDO SCHOOL
130 RUMFORD AVE SUITED 116	NEWTON	MA	02466	NONE	PUBLIC	CHARITABLE	$500
OLYMPUS HIGH SCHOOL
GRANITE SCHOOL DISTRICT 2500 SOUTH	SALT LAKE CITY	UT	841153110	NONE	PUBLIC	CHARITABLE	$2,500	STATE ST
PGLA FOUNDATION BRAIN TUMOR CURE FOUNDATION
98 RANDOM FARMS DRIVE	CHAPAQUE	NY	10514	NONE	PUBLIC	CHARITABLE	$1,000
PLANNED PARENTHOOD
1055 COMMONWEALTH AVE	BOSTON	MA	021151001	NONE	PUBLIC	CHARITABLE	$500
POSSE FOUNDATION
45 FRANKLIN ST 3RD FLOOR	BOSTON	MA	02210	NONE	PUBLIC	CHARITABLE	$250
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
SALVATION ARMY
PO BOX 390647	CAMBRIDGE	MA	02139	NONE	PUBLIC	CHARITABLE	$100
SMITHSONIAN CONTRIBUTING MEMBERSHIP
PO BOX 37012 MRC 712	WASHINGTON	DC	02139	NONE	PUBLIC	CHARITABLE	$1,000
SMITHSONIAN CONTRIBUTING MEMBERSHIP
PO BOX 420311	PALM COAST	FL	321420311	NONE	PUBLIC	CHARITABLE	$20,000
SOUTHERN UTAH WILDERNESS ALLIANCE
136 EAST 57TH ST STE 1205	NEW YORK	NY	10022	NONE	PUBLIC	CHARITABLE	$100
STANFORD UNIVERSITY
326 GALVEZ ST	STANFORD	CA	94305	NONE	PUBLIC	CHARITABLE	$5,000
SUDBURY VALLEY TRUSTEES
18 WOLBACH RD	SUDBURY	MA	017762429	NONE	PUBLIC	CHARITABLE	$10,000
SUMMER SEARCH FOUNDATION
500 AMORY STREET	JAMAICA PLAIN	MA	02130	NONE	PUBLIC	CHARITABLE	$2,500
THE ART CONNECTION
539 TREMONT ST	BOSTON	MA	02116	NONE	PUBLIC	CHARITABLE	$250
THE NATURE CONSERVANCY
205 PORTLAND ST SUITE 400	BOSTON	MA	021141708	NONE	PUBLIC	CHARITABLE	$10,000
THE TRUSTEES OF RESERVATIONS
LONG HILL 572 ESSEX ST	BEVERLY	MA	019151530	NONE	PUBLIC	CHARITABLE	$2,500
VNA CARE HOSPICECAMBRIDGE
65 CHILTON STREET	CAMBRIDGE	MA	02138	NONE	PUBLIC	CHARITABLE	$250
WBUR
890 COMMONWEALTH AVE BOSTON	BOSTON	MA	02215	NONE	PUBLIC	CHARITABLE	$23,680	UNIVERSITY
WBUR
890 COMMONWEALTH AVE 3RD	BOSTON	MA	02215	NONE	PUBLIC	CHARITABLE	$880
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	$250
HARVARD ART MUSEUM
32 QUINCY ST	CAMBRIDGE	MA	02138	NONE	PUBLIC	CHARITABLE	$5,000
HARVARD BUSINESS SCHOOL
PO BOX 414946	BOSTON	MA	022414946	NONE	PUBLIC	CHARITABLE	$2,500

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	374535	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	$47,206	ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$14,176	ExclusionAmount

Other Investment Income Part VII OtherInvestmentIncomePartVII

Field	Value	IRS element (for citing)
Exclusion Code	17	ExclusionCode
Exclusion	$89,880	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$425,711	ExclusionAmount

Other Revenue Described OtherRevenueDescribed (3 entries)

DescriptionDescription	Exclusion CodeExclusionCode
BAUPOST LIMITED PARTNERSHIP 1983 C-1	16
MISCELLANEOUS
FED TAX REFUND

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	$0	UnrelatedBusinessIncomeAmount
Exclusion	$576,973	ExclusionAmount
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	576973	TotalPartXVIA

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (2 entries)

Line NumberLineNumber	Relationship StatementRelationshipStatement
11B	MISC INCOME USED TO PROVIDE ADDITIONAL GIFTS TO ORGANIZATIONS FOR CHARITABLE PURPOSES.
11C	FEDERAL TAX PAID WHICH WAS REFUNDED BY THE IRS USED TO PROVIDE ADDITIONAL GIFTS TO ORGANIZATIONS FOR CHARITABLE PURPOSES.

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	615000	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	3000	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 $ 615,000	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	6012080	BookValue
EOYFMV	6012080	EOYFMV

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases

Field	Value	IRS element (for citing)
Description	NON DEDUCTIBLE EXPENSES	Description
Amount	$278	Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
MISCELLANEOUS	387	387	387
BAUPOST 1983 C-1	47982	47982	47982

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome (2 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome	Adjusted Net IncomeAdjustedNetIncome
BAUPOST LTD PTSH 1983 C-1	53369	53369	53369
BAUPOST LTD PTSH 1983 C-1	36511	36511	36511

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

Field	Value	IRS element (for citing)
Description	TAX EXEMPT INCOME	Description
Amount	$7,659	Amount

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
MASSACHUSETTS FORM PC	$500	500	500
FOREIGN TAXES PAID	$12,712	12712	12712

STEVENSON FAM CHARITABLE TR STEVENSON HOWARD TTEE: Form 990PF, tax year 2011

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of Business Name BooksInCareOfBusinessName

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (98 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Other Investment Income Part VII OtherInvestmentIncomePartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Other Revenue Described OtherRevenueDescribed (3 entries)

Subtotals Part XVIA SubtotalsPartXVIA

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (2 entries)

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Contributor Address US ContributorAddressUS

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanation

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome (2 entries)

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

Comments