Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 01-01-2015 , and ending 12-31-2015
Name of foundation
STEVENSON FAMILY CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)31 FAYERWEATHER STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CAMBRIDGE, MA02138
A Employer identification number

04-6629590
B Telephone number (see instructions)

(617) 864-2742
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$4,191,352J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments 24,296 24,296  
4 Dividends and interest from securities... 23,193 23,193  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 217,549
b Gross sales price for all assets on line 6a 272,310
7 Capital gain net income (from Part IV, line 2)... 217,549
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 55,784 55,784  
12 Total. Add lines 1 through 11........ 320,822 320,822  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 6,000 6,000   6,000
c Other professional fees (attach schedule)....        
17 Interest............... 4,738 4,738   4,738
18 Taxes (attach schedule) (see instructions)... Click to see attachment 6,307 6,307   6,307
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 16,034 16,034   16,034
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 33,079 33,079   33,079
25 Contributions, gifts, grants paid....... 959,823 959,823
26 Total expenses and disbursements. Add lines 24 and 25 992,902 33,079   992,902
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -672,080
b Net investment income (if negative, enter -0-) 287,743
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 34,222 77,805 77,805
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 4,838,397 Click to see attachment4,113,547 4,113,547
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,872,619 4,191,352 4,191,352
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 4,872,619 4,191,352
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 0 0
30 Total net assets or fund balances (see instructions)..... 4,872,619 4,191,352
31 Total liabilities and net assets/fund balances (see instructions). 4,872,619 4,191,352
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
4,872,619
2
Enter amount from Part I, line 27a .....................
2
-672,080
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1,483
4
Add lines 1, 2, and 3 ..........................
4
4,202,022
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
10,670
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
4,191,352
Form 990-PF (2015)
Form 990-PF (2015)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a BAUPOST C-1 SHORT TERM GAINS P    
b BAUPOST C-1 LONG TERM GAINS P    
c BAUPOST C-1 1231 GAINS P    
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a     54,761 -54,761
b 181,891     181,891
c 90,419     90,419
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       -54,761
b       181,891
c       90,419
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 217,549
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2014 1,039,977 5,458,418 0.190527
2013 1,337,905 5,662,457 0.236276
2012 988,795 6,336,270 0.156053
2011 441,819 5,564,273 0.079403
2010 869,493 5,341,280 0.162787
2
Total of line 1, column (d) .....................
20.825046
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years . . .
3
0.165009
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
4,463,369
5
Multiply line 4 by line 3......................
5
736,496
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
2,877
7
Add lines 5 and 6........................
7
739,373
8
Enter qualifying distributions from Part XII, line 4.............
8
992,902
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2015)
Form 990-PF (2015)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 2,877
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 2,877
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,877
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 13,623
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 13,623
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 10,746
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet10,746 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletHOWARD H STEVENSON Telephone no.bullet (617) 864-2742

    Located atbullet31 FAYERWEATHER STREETCAMBRIDGEMA ZIP+4bullet02138
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.......bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2015, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2015?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2015 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2015.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    HOWARD H STEVENSON TRUSTEE
    0.00     		0 0 0
    31 FAYERWEATHER STREET
    CAMBRIDGE,MA02138
    FREDERICKA O STEVENSON TRUSTEE
    0.00     		0 0 0
    31 FAYERWEATHER STREET
    CAMBRIDGE,MA02138
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    4,297,393
    b
    Average of monthly cash balances.......................
    1b
    233,946
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,531,339
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    4,531,339
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    67,970
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,463,369
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    223,168
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    223,168
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    2,877
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,877
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    220,291
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    220,291
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    220,291
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    992,902
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    992,902
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    2,877
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    990,025
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2014     		(c)
    2014     		(d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7 220,291
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2015:
    a From 2010...... 613,113
    b From 2011...... 173,646
    c From 2012...... 684,081
    d From 2013...... 1,063,510
    e From 2014...... 779,810
    fTotal of lines 3a through e........ 3,314,160
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 992,902
    a Applied to 2014, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2015 distributable amount..... 220,291
    e Remaining amount distributed out of corpus 772,611
    5 Excess distributions carryover applied to 2015. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 4,086,771
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...     		613,113
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......     		3,473,658
    10 Analysis of line 9:
    a Excess from 2011.... 173,646
    b Excess from 2012.... 684,081
    c Excess from 2013.... 1,063,510
    d Excess from 2014.... 779,810
    e Excess from 2015.... 772,611
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2015, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2015 (b) 2014 (c) 2013 (d) 2012
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    HOWARD H STEVENSON
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    BETHEL HISTORICAL SOCIETY
    10 BOARD ST
    BETHEL,ME04217     		NONE PUBLIC CHARITABLE 250
    ARTWORKS
    384 ACUSHNET AVE
    NEW BEDFORD,MA02740     		NONE PUBLIC CHARITABLE 100
    ADOLESCENT CONSULTATION SERVICES INC
    189 CAMBRIDGE ST
    CAMBRIDGE,MA02141     		NONE PUBLIC CHARITABLE 1,000
    ARTWORKS
    384 ACUSHNET AVE
    NEW BEDFORD,MA02740     		NONE PUBLIC EDUCATIONAL 100
    BART CHARTER PUBLIC SCHOOL
    1 COMMERCIAL STREET PO BOX 267
    ADAMS,MA01220     		NONE PUBLIC CHARITABLE 10,000
    BOSTON BALLET
    19 CLARENDON ST
    BOSTON,MA02116     		NONE PUBLIC CHARITABLE 25,000
    BOTTOM LINE
    500 AMORY STREET SUITE 3
    JAMAICA PLAIN,MA02130     		NONE PUBLIC CHARITABLE 900
    BRIGHAM AND WOMEN'S HOSPITAL
    75 FRANCIS ST
    BOSTON,MA02115     		NONE PUBLIC CHARITABLE 20,000
    BRIGHAM AND WOMEN'S HOSPITAL (WHL)
    75 FRANCIS ST
    BOSTON,MA02115     		NONE PUBLIC CHARITABLE 500
    CAMBRIDGE CENTER FOR ADULTS EDUCATION
    42 BRATTLE ST PO BOX 9113
    CAMBRIDGE,MA02138     		NONE PUBLIC CHARITABLE 5,000
    CAMBRIDGE CENTER FOR ADULTS EDUCATION
    42 BRATTLE ST PO BOX 9113
    CAMBRIDGE,MA02138     		NONE PUBLIC CHARITABLE 33,334
    CAMBRIDGE COMMUNITY FOUNDATION
    99 BISHOP ALLEN DR
    CAMBRIDGE,MA02139     		NONE PUBLIC CHARITABLE 250
    CAMBRIDGE HISTORICAL SOCIETY
    159 BRATTLE ST
    CAMBRIDGE,MA02138     		NONE PUBLIC CHARITABLE 250
    CHARLES RIVER CONSERVANCY
    FOUR BRATTLE ST
    CAMBRIDGE,MA02138     		NONE PUBLIC CHARITABLE 250
    COASTAL MAINE BOTANICAL GARDENS
    PO BOX 234
    BOOTHBAY,ME04537     		NONE PUBLIC CHARITABLE 140
    CODMAN COMMUNITY FARMS
    58 CODMAN ROAD
    LINCOLN,MA01773     		NONE PUBLIC CHARITABLE 24,200
    COVENANT HOUSE
    PO BOX 731 TIMES SQUARE STATION
    NEW YORK,NY101080731     		NONE PUBLIC CULTURAL 500
    DANA FARBER CANCER INSTITUTE
    10 BROOKLINE PLACE WEST 6TH FLOOR
    BROOKLINE,MA02445     		NONE PUBLIC CHARITABLE 10,000
    EMERALD NECKLACE CONSRVANCY
    125 FENWAY
    BOSTON,MA02115     		NONE PUBLIC CHARITABLE 500
    FACE HISTORY AND OURSELVES
    16 HURD ROAD
    BROOKLINE,MA02146     		NONE PUBLIC CHARITABLE 1,000
    FAMILIES FIRST
    99 BISHOP ALLEN DR
    CAMBRIDGE,MA02139     		NONE PUBLIC CHARITABLE 250
    FIDELITY CHARITABLE GIFT FUND
    HESTIA FUND 75 STATE ST STE 2500
    BOSTON,MA02109     		NONE PUBLIC CHARITABLE 6,000
    FRIENDS OF MT AUBURN CEMETERY
    580 MT AUBURN ST
    CAMBRIDGE,MA02138     		NONE PUBLIC CHARITABLE 1,000
    FROM THE TOP
    295 HUNTINGTON AVE SUITE 201
    BOSTON,MA02115     		NONE PUBLIC EDUCATIONAL 5,000
    FRUITLANDS MUSEUM
    102 PROSPECT HILL ROAD
    HARVARD,MA01451     		NONE PUBLIC CHARITABLE 750
    HARVARD ART MUSEUM
    32 QUINCY ST
    CAMBRIDGE,MA02138     		NONE PUBLIC CHARITABLE 5,000
    HARVARD MAGAZINE
    PO BOX 414946
    BOSTON,MA022414946     		NONE PUBLIC CHARITABLE 50
    HARVARD SCHOOL OF PUBLIC HEALTH
    90 SMITH ST 4TH FLOOR
    BOSTON,MA02120     		NONE PUBLIC CHARITABLE 20,000
    HARVARD UNIVERSITY WOMENS INITIATIVES
    79 JFK ST BOX 123
    CAMBRIDGE,MA02138     		NONE PUBLIC CHARITABLE 10,000
    HEIFER INTERNATIONAL
    1 WORLD AVE
    LITTLE ROCK,AR72205     		NONE PUBLIC CHARITABLE 500
    HIGGINSON SOCIETY OF BSO
    301 MASSACHUSETTS AVE
    BOSTON,MA02115     		NONE PUBLIC CHARITABLE 3,000
    HISTORIC NEW ENGLAND
    141 CAMBRIDGE ST
    BOSTON,MA021142702     		NONE PUBLIC CHARITABLE 100
    ISABELLA STEWART GARDNER MUSIC
    280 THE FENWAY
    BOSTON,MA02115     		NONE PUBLIC CHARITABLE 27,500
    LAND TRUST ALLIANCE
    1660 L ST NW STE 1100
    WASHINGTON,DC200365635     		NONE PUBLIC CHARITABLE 10,000
    MASS AUDUBON SOCIETY
    208 SOUTH GREAT ROAD
    LINCOLN,MA01773     		NONE PUBLIC CHARITABLE 250
    MAX WARBUG COURAGE CURRICULUM
    325 HUNTINGTON AVE BOX 52
    BOSTON,MA02115     		NONE PUBLIC CHARITABLE 500
    MFA
    465 HUNTINGTON AVE
    BOSTON,MA02115     		NONE PUBLIC CHARITABLE 2,450
    MT AUBURN HOSPITAL
    330 MOUNT AUBURN STREET
    CAMBRIDGE,MA02138     		NONE PUBLIC CHARITABLE 9,375
    MUSEUM OF SCIENCE
    1 SCIENCE PARK
    BOSTON,MA02114     		NONE PUBLIC CHARITABLE 25,000
    NATIONAL TRUST FOR HISTORIC PRESERVATION
    PO BOX 5043
    HAGERSTOWN,MD217419823     		NONE PUBLIC CHARITABLE 50
    NATURAL RESOURCE DEFENSE COUNCIL
    40 WEST 20TH ST
    NEW YORK,NY10011     		NONE PUBLIC CHARITABLE 1,000
    NATURAL RESOURCES COUNCIL OF MAINE
    3 WADE ST
    AUGUSTA,ME04330     		NONE PUBLIC CHARITABLE 250
    NEW BEDFORD WHALING MUSEUM
    18 JOHNNY CAKE HILL
    NEW BEDFORD,MA027406398     		NONE PUBLIC CHARITABLE 1,000
    NEW ENGLAND AQUARIUM
    1 CENTRAL WHARF
    BOSTON,MA02110     		NONE PUBLIC CHARITABLE 500
    NEW ENGLAND WILD FLOWER SOCIETY
    180 HEMENWAY RD
    FRAMINGHAM,MA017012699     		NONE PUBLIC CHARITABLE 350
    OLIN COLLEGE
    OLIN WAY
    NEEDHAM,MA024921200     		NONE PUBLIC CHARITABLE 25,000
    OLIN COLLEGE
    OLIN WAY
    NEEDHAM,MA024921200     		NONE PUBLIC CHARITABLE 100,000
    OLYMPUS HIGH SCHOOL
    GRANITE SCHOOL DISTRICT 2500 SOUTH
    STATE ST
    SALT LAKE CITY,UT841153110     		NONE PUBLIC CHARITABLE 2,500
    PARTNERS IN HEALTH
    888 COMMONWEALTH AVE
    BOSTON,MA02115     		NONE PUBLIC CHARITABLE 1,000
    PLANNED PARENTHOOD LEAGUE OF MASS
    1055 COMMONWEALTH AVE
    BOSTON,MA021151001     		NONE PUBLIC CHARITABLE 2,500
    PROJECT BREAD
    145 BORDER ST
    EAST BOSTON,MA021281903     		NONE PUBLIC CHARITABLE 50
    RALPH LOWELL SOCIETY
    WGBH 1 GUEST STREET
    BOSTON,MA02135     		NONE PUBLIC CHARITABLE 3,000
    SALVATION ARMY
    PO BOX 55876
    BOSTON,MA022055876     		NONE PUBLIC CHARITABLE 100
    SMITHSONIAN INSTITUTE
    PO BOX 37012 MRC 712
    WASHINGTON,DC200137012     		NONE PUBLIC CHARITABLE 35,000
    SMITHSONIAN INSTITUTE
    PO BOX 37012 MRC 712
    WASHINGTON,DC200137012     		NONE PUBLIC CHARITABLE 500
    SOUTHERN UTAH WILDERNESS ALLIANCE
    425 EAST 100
    S SALT LAKE CITY,UT84111     		NONE PUBLIC CHARITABLE 500
    STANDFORD UNIVERSITY
    326 GALVEZ STREET
    STANFORD,CA943056105     		NONE PUBLIC CHARITABLE 10,000
    SUDBURY VALLEY TRUSTEES
    18 WOLBACH RD
    SUDBURY,MA017762429     		NONE PUBLIC CHARITABLE 10,000
    SUMMER SEARCH BOSTON
    3840 WASHINGTON ST SUITE 2
    JAMAICA PLAIN,MA02130     		NONE PUBLIC CHARITABLE 25,000
    SUMMER SEARCH BOSTON
    3840 WASHINGTON ST SUITE 2
    JAMAICA PLAIN,MA02130     		NONE PUBLIC CHARITABLE 3,000
    THE ART CONNECTION
    551 TREMONT ST
    BOSTON,MA02116     		NONE PUBLIC CHARITABLE 1,000
    THE GREATER BOSTON FOOD BANK
    70 SOUTH BAY AVE
    BOSTON,MA02118     		NONE PUBLIC CHARITABLE 100
    THE NATURE CONSERVANCY
    99 BEDFORD ST 5TH FLR
    BOSTON,MA02111     		NONE PUBLIC CHARITABLE 10,000
    THE SLOVER LIBRARY FOUNDATION MASS CHAPTER
    235 EAST PLUME ST
    NORFOLK,VA02351     		NONE PUBLIC CHARITABLE 1,000
    THE TRUSTEES OF RESERVATIONS
    LONG HILL 572 ESSEX ST
    BEVERLY,MA019151530     		NONE PUBLIC CHARITABLE 2,500
    THURSDAY MORNING TALKS
    15 FOLLEN ST
    CAMBRIDGE,MA02138     		NONE PUBLIC CHARITABLE 200
    VNA CARE HOSPICECAMBRIDGE
    65 CHILTON STREET
    CAMBRIDGE,MA02138     		NONE PUBLIC CHARITABLE 250
    WBUR
    890 COMMONWEALTH AVE BOSTON
    UNIVERSITY
    BOSTON,MA02215     		NONE PUBLIC CHARITABLE 24,251
    WESTPORT RIVER WATERSHED ALLIANCE
    PO BOX 3427
    WESTPORT,MA027900703     		NONE PUBLIC CHARITABLE 250
    YEARUP BOSTON
    93 SUMMER ST 5TH FL
    BOSTON,MA02110     		NONE PUBLIC CHARITABLE 1,000
    FRIENDS OF RUNYON
    7119 W SUNSET BLVD 336
    LOS ANGELES,CA90046     		NONE PUBLIC CHARITABLE 500
    MAHOOSUC LAND TRUST
    18 MAYVILLE RD
    BETHEL,ME04530     		NONE PUBLIC CHARITABLE 2,500
    FACING HISTORY AND OURSELVES
    16 HURD ROAD
    BROOKLINE,MA02146     		NONE PUBLIC CHARITABLE 25,000
    BOTTOM LINE
    500 AMORY STREET SUITE 3
    JAMAICA PLAIN,MA02130     		NONE PUBLIC CHARITABLE 1,900
    HARVARD MAGAZINE
    PO BOX 414946
    BOSTON,MA022414946     		NONE PUBLIC CHARITABLE 50
    NATIONAL TRUST FOR HISTORIC PRESERVATION
    PO BOX 5043
    HAGERSTOWN,MD217419823     		NONE PUBLIC CHARITABLE 50
    PGLA FOUNDATION
    98 RANDOM FARMS DRIVE
    CHAPPAQUA,NY10514     		NONE PUBLIC CHARITABLE 1,000
    RIVERSIDE COMMUNITY CARE
    270 BRIDGE ST SUITE 301
    DEDHAM,MA02026     		NONE PUBLIC CHARITABLE 1,000
    LLOYD CENTER FOR THE ENVIRONMENT
    430 POTOMSKA RD
    SOUTH DARMOUTH,MA02748     		NONE PUBLIC CHARITABLE 250
    FOCUSED ULTRASOUND FOUNDATION
    1230 CEDARS CT
    CHARLOTTESVILLE,VA22903     		NONE PUBLIC CHARITABLE 10,000
    SMITHSONIAN ASTROPHYSICAL OBSERVATORY
    60 GARDEN ST
    CAMBRIDGE,MA02138     		NONE PUBLIC CHARITABLE 10,000
    MAINE MARITIME MUSEUM
    243 WASHINGTON ST
    BATH,ME04530     		NONE PUBLIC CHARITABLE 150
    NEW ENGLAND WILD FLOWER SOCIETY
    180 HEMENWAY RD
    FRAMINGHAM,MA017012699     		NONE PUBLIC CHARITABLE 115
    OUR SISTERS SHCOOL
    145 BROWNELL AVE
    NEW BEDFORD,MA02740     		NONE PUBLIC CHARITABLE 1,800
    PEABODY ESSEX MUSEUM
    161 ESSEX ST
    SALEM,MA01970     		NONE PUBLIC CHARITABLE 210
    LLOYD CENTER FOR THE ENVIRONMENT
    430 POTOMSKA RD
    SOUTH DARMOUTH,MA02748     		NONE PUBLIC CHARITABLE 1,000
    FOUNDATION OF MASS EYE AND EAR INC
    243 CHARLES ST
    BOSTON,MA02114     		NONE PUBLIC CHARITABLE 100
    CONSUMER REPORTS FOUNDATION
    PO BOX 96552
    WASHINGTON,DC200906552     		NONE PUBLIC CHARITABLE 18
    ISABELLA STEWART GARDNER MUSEUM
    280 THE FENWAY
    BOSTON,MA02115     		NONE PUBLIC CHARITABLE 100,000
    EAST HARLEM SCHOOL
    309 EAST 103RD ST
    NEW YORK,NY10029     		NONE PUBLIC CHARITABLE 1,000
    SMITHSONIAN SCIENCE AND EDUCATION CENTER
    901 D ST SW 704B
    WASHINGTON,DC20024     		NONE PUBLIC CHARITABLE 10,000
    ARTHRITIS FOUNDATION
    29 CRAFTS ST 450
    NEWTON,MA02458     		NONE PUBLIC CHARITABLE 10,000
    NATIONAL TRUST FOR HISTORIC PRESERVATION
    PO BOX 5043
    HAGERSTOWN,MD217419823     		NONE PUBLIC CHARITABLE 100
    SMITHSONIAN INSTITUTE
    PO BOX 37012 MRC 712
    WASHINGTON,DC200137012     		NONE PUBLIC CHARITABLE 180,000
    INNER CITY ARTS
    720 KOHLER ST
    LOS ANGELES,CA90021     		NONE PUBLIC CHARITABLE 280
    ENVIRONMENTAL DEFENSE FUND
    PO BOX 5055
    HAGERSTOWN,MD217415055     		NONE PUBLIC CHARITABLE 100
    SUMMER SEARCH BOSTON
    3840 WASHINGTON ST SUITE 2
    JAMAICA PLAIN,MA02130     		NONE PUBLIC CHARITABLE 10,000
    THURSDAY MORNING TALKS
    15 FOLLEN ST
    CAMBRIDGE,MA02138     		NONE PUBLIC CHARITABLE 450
    PIONEER INSTITUTE
    185 DEVONSHIRE ST
    BOSTON,MA02110     		NONE PUBLIC CHARITABLE 1,000
    ISABELLA STEWART GARDNER MUSEUM
    280 THE FENWAY
    BOSTON,MA02115     		NONE PUBLIC CHARITABLE 1,000
    EMERALD NECKLACE CONSRVANCY
    125 FENWAY
    BOSTON,MA02115     		NONE PUBLIC CHARITABLE 500
    WESTPORT RIVER WATERSHED ALLIANCE
    PO BOX 3427
    WESTPORT,MA027900703     		NONE PUBLIC CHARITABLE 250
    BOTTOM LINE
    500 AMORY STREET SUITE 3
    JAMAICA PLAIN,MA02130     		NONE PUBLIC CHARITABLE 5,000
    KIPP MASSACHUSETS
    90 HIGH ROCK ST
    LYNN,MA01902     		NONE PUBLIC CHARITABLE 500
    SOUTHCOAST HEALTH SYSTEM
    PO BOX 3000
    NEW BEDFORD,MA027419919     		NONE PUBLIC CHARITABLE 100
    STANFORD MAGAZINE
    326 GALVEZ STREET
    STANFORD,CA943056105     		NONE PUBLIC CHARITABLE 50
    MASSINC
    11 BEACON ST SUITE 500
    BOSTON,MA02108     		NONE PUBLIC CHARITABLE 1,000
    NPR FOUNDATION
    DEPT 6054
    WASHINGTON,DC200426054     		NONE PUBLIC CHARITABLE 10,000
    YOUTH DESIGN
    48 RUTLAND ST
    BOSTON,MA02118     		NONE PUBLIC CHARITABLE 1,000
    WBUR
    890 COMMONWEALTH AVE BOSTON
    UNIVERSITY
    BOSTON,MA02215     		NONE PUBLIC CHARITABLE 50,000
    Total .................................bullet 3a 959,823
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ...........     		    14 24,296  
    4 Dividends and interest from securities....     14 23,193  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property     		         
    7 Other investment income.....     17 55,784  
    8
    Gain or (loss) from sales of assets other than inventory ............     		        217,549
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 103,273 217,549
    13Total. Add line 12, columns (b), (d), and (e)..................
    13320,822
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    11B MISC INCOME USED TO PROVIDE ADDITIONAL GIFTS TO ORGANIZATIONS FOR CHARITABLE PURPOSES.
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2015)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2015 AccountingFeesSchedule
    Name:
    STEVENSON FAMILY CHARITABLE TRUST
    EIN:
    04-6629590
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 6,000 6,000   6,000

    TY 2015 InvestmentsOtherSchedule2
    Name:
    STEVENSON FAMILY CHARITABLE TRUST
    EIN:
    04-6629590
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    BAUPOST LTD PRT - 1983 C-1 AT COST 4,113,547 4,113,547

    TY 2015 OtherDecreasesSchedule
    Name:
    STEVENSON FAMILY CHARITABLE TRUST
    EIN:
    04-6629590
    Description Amount
    FEDERAL ESTIMATED TAXES PAID 10,000
    NONDEDUCTIBLE EXPENSES 550
    NONDEDUCTIBLE EXPENSES (BAUPOST K-1) 120


    TY 2015 OtherExpensesSchedule
    Name:
    STEVENSON FAMILY CHARITABLE TRUST
    EIN:
    04-6629590
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BAUPOST 1983 C-1 EXPENSES 16,034 16,034   16,034


    TY 2015 OtherIncomeSchedule2
    Name:
    STEVENSON FAMILY CHARITABLE TRUST
    EIN:
    04-6629590
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    BAUPOST LTD PTSH 1983 C-1 55,784 55,784 55,784


    TY 2015 OtherIncreasesSchedule
    Name:
    STEVENSON FAMILY CHARITABLE TRUST
    EIN:
    04-6629590
    Description Amount
    BASIS ADJUSTMENT INCREASE IN PTSHIP DUE TO IRS EXAM 1,483


    TY 2015 TaxesSchedule
    Name:
    STEVENSON FAMILY CHARITABLE TRUST
    EIN:
    04-6629590
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MASSACHUSETTS FORM PC 70 70   70
    FOREIGN TAXES PAID 3,955 3,955   3,955
    STATE TAXES WITHHELD 2,282 2,282   2,282