Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
STEVENSON FAMILY CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)5 REVERE ST
  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) 480-2752
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$9,930,931J 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) 6,240
2 Check right arrow.............
3 Interest on savings and temporary cash investments 1,055 1,055  
4 Dividends and interest from securities... 231,351 231,351  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 371,045
b Gross sales price for all assets on line 6a 2,058,311
7 Capital gain net income (from Part IV, line 2)... 1,769,951
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
List of Attached Documents:
// Content
23,785 21,977  
12 Total. Add lines 1 through 11........ 633,476 2,024,334  
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
List of Attached Documents:
// Content
9,545 4,773   4,772
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
20,360 2,116   500
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
List of Attached Documents:
// Content
62,794 48,571   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 92,699 55,460   5,272
25 Contributions, gifts, grants paid....... 714,530 714,530
26 Total expenses and disbursements. Add lines 24 and 25 807,229 55,460   719,802
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -173,753
b Net investment income (if negative, enter -0-) 1,968,874
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 5,038,203 1,460,915 1,460,915
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
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)....... 1,686,300 0 0
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 3,468,224 Click to see attachment
List of Attached Documents:
// Content
8,557,701 		8,470,016
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 10,192,727 10,018,616 9,930,931
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 10,192,727 10,018,616
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 10,192,727 10,018,616
30 Total liabilities and net assets/fund balances (see instructions). 10,192,727 10,018,616
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
10,192,727
2
Enter amount from Part I, line 27a .....................
2
-173,753
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
10,018,974
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
358
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
10,018,616
Form 990-PF (2023)
Form 990-PF (2023)
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 LP 1983 C-1 SECTION 1256 LOSS P    
b BAUPOST LP 1983 C-1 SHORT TERM CAPITAL LOSS P    
c BAUPOST LP 1983 C-1 SECTION UBTI 1231 LOSS P    
d BAUPOST LP 1983 A-1 SECTION 1256 LOSS P    
e BAUPOST LP 1983 A-1 SHORT TERM CAPITAL LOSS P    
BAUPOST LP 1983 C-1 LONG TERM UBTI CAPITAL GAIN P    
BAUPOST LP 1983 A-1 LONG TERM CAPITAL GAINS P    
BAUPOST LP 1983 C-1 SHORT TERM UBTI CAPITAL GAIN P    
BAUPOST LP 1983 C-1 LONG TERM CAPITAL GAINS P    
BAUPOST LP 1983 C-1 SECTION 1231 GAINS P    
CDM SMITH INC STOCK SALE D 2022-12-23 2023-06-30
(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       -6,062
b       -6,346
c       0
d       -530
e       -15
7   7 0
      46
304   304 0
      4,507
      8,927
2,058,000   288,576 1,769,424
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       -6,062
b       -6,346
c       0
d       -530
e       -15
      0
      46
      0
      4,507
      8,927
      1,769,424
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 1,769,951
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
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 27,367
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 27,367
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 27,367
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 16,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 16,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 112
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 11,479
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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 the instructions
for the 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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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:
round bullet By language in the governing instrument, or
round bullet 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
 
No
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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowMA
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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
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 addressright arrowN/A
14
The books are in care ofright arrowTHE ORGANIZATION Telephone no.right arrow (617) 480-2752

Located atright arrow5 REVERE STCAMBRIDGEMA ZIP+4right arrow02138
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-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:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
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
5 REVERE STREET
CAMBRIDGE,MA02138
FREDERICKA O STEVENSON CO-TRUSTEE
0.00 		0 0 0
5 REVERE 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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
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.............right arrow0
Part VIII-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 VIII-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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
0
b
Average of monthly cash balances.......................
1b
1,883,689
c
Fair market value of all other assets (see instructions)................
1c
8,470,016
d
Total (add lines 1a, b, and c).........................
1d
10,353,705
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
10,353,705
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
155,306
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
10,198,399
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
509,920
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
509,920
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
27,367
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
178
c
Add lines 2a and 2b............................
2c
27,545
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
482,375
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
482,375
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 XII, line 1 ...
7
482,375
Part XI
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
719,802
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
719,802
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 482,375
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 602,403
b From 2019...... 271,163
c From 2020...... 224,092
d From 2021...... 343,946
e From 2022...... 743,260
f Total of lines 3a through e ........ 2,184,864
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 719,802
a Applied to 2022, 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 2023 distributable amount..... 482,375
e Remaining amount distributed out of corpus 237,427
5 Excess distributions carryover applied to 2023. 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 2,422,291
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		602,403
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		1,819,888
10 Analysis of line 9:
a Excess from 2019.... 271,163
b Excess from 2020.... 224,092
c Excess from 2021.... 343,946
d Excess from 2022.... 743,260
e Excess from 2023.... 237,427
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
Supplementary Information (Complete this part only if the foundation 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).)
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 right arrow
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 (2023)
Form 990-PF (2023)
Page 11
Part XIV
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

152 COMMONWEALTH FOUNDATION

152 COMMONWEALTH AVENUE
BOSTON,MA02116 		  501 (C) 3 CHARITY GENERAL 500

AARP FOUNDATION

PO BOX 93207
LONG BEACH,CA90809 		  501 (C) 3 CHARITY GENERAL 100

ABILIS

50 GLENVILLE STREET
GREENWICH,CT06831 		  501 (C) 3 CHARITY GENERAL 5,000

ACLU FOUNDATION

PO BOX 97396
WASHINGTON,DC20090 		  501 (C) 3 CHARITY GENERAL 500

ACLU FOUNDATION

PO BOX 97396
WASHINGTON,DC20090 		  501 (C) 3 CHARITY GENERAL 5,000

ADOLESCENT CONSULTATION SERVICES INC

189 CAMBRIDGE STREET
CAMBRIDGE,MA02141 		  501 (C) 3 CHARITY GENERAL 1,000

AFS-USA

120 WALL STREET SUITE 1600
NEW YORK,NY10005 		  501 (C) 3 CHARITY GENERAL 1,000

ALMA DEL MAR FOUNDATION

515 BELLEVILLE AVE
NEW BEDFORD,MA02746 		  501 (C) 3 CHARITY GENERAL 1,000

AMNESTY INTERNATIONAL USA

311 W 43RD STREET 7TH FLOOR
NEW YORK,NY10036 		  501 (C) 3 CHARITY GENERAL 100

ASSOCIATES OF THE BOSTON PUBLIC LIBRARY

700 BOYLSTON ST
BOSTON,MA02116 		  501 (C) 3 CHARITY GENERAL 250

BETHEL HISTORICAL SOCIETY

10 BOARD STREET
BETHEL,ME04217 		  501 (C) 3 CHARITY GENERAL 250

BOSTON BALLET

19 CLARENDON STREET
BOSTON,MA02116 		  501 (C) 3 CHARITY GENERAL 25,000

BOSTON PUBLIC LIBRARY FUND

700 BOYLSTON STREET
BOSTON,MA02116 		  501 (C) 3 CHARITY GENERAL 100

BOWDOIN COLLEGE

4100 COLLEGE STATION
BRUNSWICK,ME04011 		  501 (C) 3 CHARITY GENERAL 5,000

BRIGHAM AND WOMEN'S HOSPITAL

75 FRANCIS ST
BOSTON,MA02115 		  501 (C) 3 CHARITY GENERAL 1,500

BRIGHAM AND WOMEN'S HOSPITAL

75 FRANCIS ST
BOSTON,MA02115 		  501 (C) 3 CHARITY GENERAL 5,000

BRIGHAM AND WOMEN'S HOSPITAL

75 FRANCIS ST
BOSTON,MA02115 		  501 (C) 3 CHARITY GENERAL 2,500

BURR AND BURTON ACADEMY

PO BOX 498
MANCHESTER,VT05254 		  501 (C) 3 CHARITY GENERAL 1,000

BURR AND BURTON ACADEMY

PO BOX 498
MANCHESTER,VT05254 		  501 (C) 3 CHARITY GENERAL 10,000

CAMBRIDGE CENTER FOR ADULT EDUCATION

42 BRATTLE ST
CAMBRIDGE,MA02138 		  501 (C) 3 CHARITY GENERAL 5,000

CAMBRIDGE COMMUNITY FOUNDATION

99 BISHOP ALLEN DR
CAMBRIDGE,MA02139 		  501 (C) 3 CHARITY GENERAL 500

CAMBRIDGE PUBLIC LIBRARY FOUNDATION

449 BRATTLE ST
CAMBRIDGE,MA02138 		  501 (C) 3 CHARITY GENERAL 250

COMPASSION & CHOICES

8156 S WADSWORTH BLVD E-162
LITTLETON,CO80128 		  501 (C) 3 CHARITY GENERAL 100

CONSERVATION LAW FOUNDATION

62 SUMMER STREET
BOSTON,MA02110 		  501 (C) 3 CHARITY GENERAL 250

CORNELL LAB OF ORNITHOLOGY

PO BOX 37329
BOONE,IA50037 		  501 (C) 3 CHARITY GENERAL 60

COVENANT HOUSE

PO BOX 96393
WASHINGTON,DC20077 		  501 (C) 3 CHARITY GENERAL 100

DANA FARBER CANCER INSTITUTE

450 BROOKLINE PLACE
BOSTON,MA02215 		  501 (C) 3 CHARITY GENERAL 5,000

DARTMOUTH NATURAL RESOURCES TRUST

318 CHASE RD
NORTH DARTMOUTH,MA02747 		  501 (C) 3 CHARITY GENERAL 250

DOCTORS WITHOUT BORDERS USA

PO BOX 5030
HAGERSTOWN,MD21741 		  501 (C) 3 CHARITY GENERAL 500

DRAGONHEART VERMONT

899 DORSET STREET
SOUTH BURLINGTON,VT05403 		  501 (C) 3 CHARITY GENERAL 1,000

EMERALD NECKLACE CONSERVANCY

125 THE FENWAY
BOSTON,MA02115 		  501 (C) 3 CHARITY GENERAL 250

ENVIRONMENTAL DEFENSE FUND

257 PARK AVE SOUTH
NEW YORK,NY10010 		  501 (C) 3 CHARITY GENERAL 1,000

FACING HISTORY AND OURSELVES

89 SOUTH STREET SUITE 401
BOSTON,MA02111 		  501 (C) 3 CHARITY GENERAL 5,000

FIDELITY CHARITABLE GIFT FUND

75 STATE STREET SUITE 2500
BOSTON,MA02109 		  501 (C) 3 CHARITY GENERAL 6,000

FOCUSED ULTRASOUND FOUNDATION

1230 CEDARS CT
CHARLOTTESVILLE,VA22903 		  501 (C) 3 CHARITY GENERAL 10,000

FRIENDS OF MOUNT AUBURN CEMETERY

580 MOUNT AUBURN STREET
CAMBRIDGE,MA02138 		  501 (C) 3 CHARITY GENERAL 1,000

HABITAT FOR HUMANITY

140 PINE STREET ROOM 4
FLORENCE,MA01062 		  501 (C) 3 CHARITY GENERAL 500

HARVARD UNIVERSITY WOMEN'S INITIATIVE

124 MT AUBURN ST
CAMBRIDGE,MA02138 		  501 (C) 3 CHARITY GENERAL 10,000

HISTORIC NEW ENGLAND

141 CAMBRIDGE ST
BOSTON,MA02114 		  501 (C) 3 CHARITY GENERAL 250

HORIZONS FOR HOMELESS CHILDREN

1705 COLUMBUS AVE
ROXBURY,MA02119 		  501 (C) 3 CHARITY GENERAL 250

ISABELLA STEWART GARDNER MUSEUM

25 EVANS WAY
BOSTON,MA02115 		  501 (C) 3 CHARITY GENERAL 75,000

ISLAND PRESS

2000 M ST NW SUITE 480-B
WASHINGTON,DC20036 		  501 (C) 3 CHARITY GENERAL 50

LAUREL HOUSE

PO BOX 764
NORRISTOWN,PA19404 		  501 (C) 3 CHARITY GENERAL 5,000

LLOYD CENTER

430 POTOMSKA RD
DARTMOUTH,MA02748 		  501 (C) 3 CHARITY GENERAL 250

MAHOOSUC LAND TRUST

162 N RD
BETHEL,MA04217 		  501 (C) 3 CHARITY GENERAL 250

MASS AUDUBON SOCIETY

PO BOX 9102
LINCOLN,MA01773 		  501 (C) 3 CHARITY GENERAL 250

MAX WARBURG COURAGE CURRICULUM

263 HUNTINGTON AVE
BOSTON,MA02115 		  501 (C) 3 CHARITY GENERAL 1,000

MOUNT AUBURN HOSPITAL

330 MT AUBURN ST
CAMBRIDGE,MA02138 		  501 (C) 3 CHARITY GENERAL 2,000

MUSEUM OF SCIENCE

1 SCIENCE PARK
BOSTON,MA02114 		  501 (C) 3 CHARITY GENERAL 25,000

NATIONAL AUDUBON SOCIETY

PO BOX 97188
WASHINGTON,DC20077 		  501 (C) 3 CHARITY GENERAL 30

NATIONAL GEOGRAPHIC SOCIETY

PO BOX 98197
WASHINGTON,DC20077 		  501 (C) 3 CHARITY GENERAL 100

NATIONAL TRUST FOR HISTORIC PRESERVATION

PO BOX 5043
HAGERSTOWN,MD21741 		  501 (C) 3 CHARITY GENERAL 35

NATIVE PLANT TRUST

180 HEMENWAY RD
FRAMINGHAM,MA01701 		  501 (C) 3 CHARITY GENERAL 500

NATIVITY PREPARATORY SCHOOL

66 SPRING STREET
NEW BEDFORD,MA02740 		  501 (C) 3 CHARITY GENERAL 1,000

NATIVITY PREPARATORY SCHOOL

66 SPRING STREET
NEW BEDFORD,MA02740 		  501 (C) 3 CHARITY GENERAL 1,000

NATURAL RESOURCES COUNCIL OF MAINE

3 WADE ST
AUGUSTA,ME04330 		  501 (C) 3 CHARITY GENERAL 250

NATURAL RESOURCES DEFENSE COUNCIL

PO BOX 1830
MERRIFIELD,VA22116 		  501 (C) 3 CHARITY GENERAL 1,000

NEW BEDFORD LIGHT INC

127 W RODNEY FRENCH BLVD BOX 113
NEW BEDFORD,MA02744 		  501 (C) 3 CHARITY GENERAL 5,000

NEW BEDFORD SYMPHONY ORCHESTRA

128 UNION ST SUITE 204
NEW BEDFORD,MA02740 		  501 (C) 3 CHARITY GENERAL 1,500

NEW BEDFORD SYMPHONY ORCHESTRA

128 UNION ST SUITE 204
NEW BEDFORD,MA02740 		  501 (C) 3 CHARITY GENERAL 5,000

NEW BEDFORD SYMPHONY ORCHESTRA

128 UNION ST SUITE 204
NEW BEDFORD,MA02740 		  501 (C) 3 CHARITY GENERAL 30,000

NEW BEDFORD WHALING MUSEUM

18 JOHNNY CAKE HILL
NEW BEDFORD,MA02740 		  501 (C) 3 CHARITY GENERAL 1,000

NEW ENGLAND AQUARIUM

1 CENTRAL WHARF
BOSTON,MA02110 		  501 (C) 3 CHARITY GENERAL 500

NEW ENGLAND CONSERVATORY

290 HUNTINGTON AVE
BOSTON,MA02115 		  501 (C) 3 CHARITY GENERAL 5,000

NORTHWOOD SCHOOL

92 NORTHWOOD ROAD
LAKE PLACID,NY12946 		  501 (C) 3 CHARITY GENERAL 10,000

OLIN COLLEGE

1000 OLIN WAY
NEEDHAM,MA02492 		  501 (C) 3 CHARITY GENERAL 10,000

ONE LEAGUE GLOBAL SCHOLARSHIP FUND

353 KEARNY STREET
SAN FRANCISCO,CA94108 		  501 (C) 3 CHARITY GENERAL 100,000

PIONEER INSTITUTE

185 DEVONSHIRE STREET SUITE 1101
BOSTON,MA02110 		  501 (C) 3 CHARITY GENERAL 1,000

PLANNED PARENTHOOD LEAGUE OF MASS

1055 COMMONWEALTH AVE
BOSTON,MA02115 		  501 (C) 3 CHARITY GENERAL 1,000

PLANNED PARENTHOOD LEAGUE OF MASS

1055 COMMONWEALTH AVE
BOSTON,MA02115 		  501 (C) 3 CHARITY GENERAL 1,000

PAN-MASS CHALLENGE - JIMMY FUND

774TH AVENUE
NEEDHAM,MA02494 		  501 (C) 3 CHARITY GENERAL 1,000

PRI-PRX

401 2ND AVE NORTH SUITE 500
MINNEAPOLIS,MN55401 		  501 (C) 3 CHARITY GENERAL 1,000

RHODE ISLAND PBS

50 PARK LANE
PROVIDENCE,RI02907 		  501 (C) 3 CHARITY GENERAL 150

RALPH LOWELL SOCIETY

1 GUEST ST
BOSTON,MA02135 		  501 (C) 3 CHARITY GENERAL 2,400

SILKROAD

PO BOX 35460
BRIGHTON,MA02135 		  501 (C) 3 CHARITY GENERAL 250

SMITHSONIAN ASTROPHYSICAL OBSERVATORY

60 GARDEN ST
CAMBRIDGE,MA12138 		  501 (C) 3 CHARITY GENERAL 15,000

SMITHSONIAN INSTITUTE

PO BOX 37012 MRC 712
WASHINGTON,DC20013 		  501 (C) 3 CHARITY GENERAL 50,000

SMITHSONIAN SCIENCE AND EDUCATION CENTER

901 D ST SW 704B
WASHINGTON,DC20024 		  501 (C) 3 CHARITY GENERAL 10,000

SOUTHCOAST COMMUNITY FOUNDATION

128 UNION ST SUITE 403
NEW BEDFORD,MA02740 		  501 (C) 3 CHARITY GENERAL 5,000

SOUTHCOAST HEALTH SYSTEM

PO BOX 3000
NEW BEDFORD,MA02741 		  501 (C) 3 CHARITY GENERAL 1,005

STANFORD UNIVERSITY

326 GALVEZ STREET
STANDFORD,CA94305 		  501 (C) 3 CHARITY GENERAL 10,000

SUDBURY VALLEY TRUSTEES

18 WOLBACH ROAD
SUDBURY,MA01776 		  501 (C) 3 CHARITY GENERAL 10,000

SUMMER SEARCH BOSTON

3840 WASHINGTON ST
JAMAICA PLAIN,MA02130 		  501 (C) 3 CHARITY GENERAL 25,000

THE BENNINGTON BIKE HUB

160 BENMONT AVE SUITE 36
BENNINGTON,VT05201 		  501 (C) 3 CHARITY GENERAL 12,500

THE BOSTON FOUNDATION

75 ARLINGTON ST 1000
BOSTON,MA02116 		  501 (C) 3 CHARITY GENERAL 5,000

THE CAMPAIGN SCHOOL AT YALE

PO BOX 1194
NEW CANAAN,CT06840 		  501 (C) 3 CHARITY GENERAL 10,000

THE GREATER BOSTON FOOD BANK

70 S BAY AVE
BOSTON,MA02118 		  501 (C) 3 CHARITY GENERAL 250

THE NATURE CONSERVANCY

14 MIANE ST 401
BRUNSWICK,ME04011 		  501 (C) 3 CHARITY GENERAL 5,000

THE SALVATION ARMY OF CAMBRIDGE AND ARLIN

PO BOX 55876
BOSTON,MA02205 		  501 (C) 3 CHARITY GENERAL 250

THE TRUST FOR PUBLIC LAND

PO BOX 96315
WASHINGTON,DC20090 		  501 (C) 3 CHARITY GENERAL 100

THE TRUSTEES OF RESERVATIONS

200 HIGH STREET 4TH FLOOR
BOSTON,MA02110 		  501 (C) 3 CHARITY GENERAL 2,500

WBUR

890 COMMONWEALTH AVENUE
BOSTON,MA02215 		  501 (C) 3 CHARITY GENERAL 100,000

WESTPORT RIVER WATERSHED ALLIANCE

PO BOX 3427
WESTPORT,MA02790 		  501 (C) 3 CHARITY GENERAL 250

WOMEN'S FUND SOUTHCOAST

628 PLEASANT ST 322
NEW BEDFORD,MA02740 		  501 (C) 3 CHARITY GENERAL 1,000

WORLD WILDLIFE FUND

1151 MAIN RD
WESTPORT,MA02790 		  501 (C) 3 CHARITY GENERAL 100

YMCA SOUTHCOAST

128 UNION ST SUITE 304
NEW BEDFORD,MA02740 		  501 (C) 3 CHARITY GENERAL 1,000

ZEITERION PERFORMING ARTS CENTER

128 UNION ST
NEW BEDFORD,MA02740 		  501 (C) 3 CHARITY GENERAL 50,000
Total .................................right arrow 3a 714,530
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-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 1,055  
4 Dividends and interest from securities ....     14 231,351  
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 ..... 523000 1,808 14 21,977  
8 Gain or (loss) from sales of assets other than
inventory ............ 		523000 -1,182 14 372,227  
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) .. 626 626,610 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
627,236
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
8 CAPITAL GAIN ACTIVITY FROM BAUPOST PARTNERSHIP INVESTMENT. INVESTMENT ALLOWS FOR ADDITIONAL FUND DISTRIBUTIONS FOR CONTINUED CHARITABLE CONTRIBUTIONS AS PER THE ORGANIZATION'S MISSION.
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
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) (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) (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.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
STEVENSON FAMILY CHARITABLE TRUST
 
Employer identification number

04-6629590
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
STEVENSON FAMILY CHARITABLE TRUST
  		Employer identification number
04-6629590
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
STEVENSON FAMILY INVESTMENT PARTNERSHIP
 
5 REVERE STREET
 
CAMBRIDGE, MA02138

$ 6,240


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
STEVENSON FAMILY CHARITABLE TRUST
  		Employer identification number

04-6629590
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
STEVENSON FAMILY CHARITABLE TRUST
  		Employer identification number

04-6629590
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
STEVENSON FAMILY CHARITABLE TRUST
EIN:
04-6629590
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 9,545 4,773   4,772

TY 2023 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 FMV 3,446,252 3,326,439
BAUPOST LTD PRT - 1983 A-1 FMV 5,111,449 5,143,577

TY 2023 OtherDecreasesSchedule
Name:
STEVENSON FAMILY CHARITABLE TRUST
EIN:
04-6629590
Description Amount
BAUPOST C-1 NON DEDUCTIBLES 81
BAUPOST A-1 NON DEDUCTIBLES 13
OTHER NON DEDUCTIBLE EXPENSES 264


TY 2023 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 TRADER EXPENSES 3,332 3,332   0
BAUPOST 1983 C-1 DEDUCTIONS RELATED TO ROYALTY INCOME 1,401 1,401   0
BAUPOST 1983 C-1 SECTION 59(E)2 EXPENSES 14,143 0   0
BAUPOST 1983 C-1 CASH CONTRIBUTIONS 19 0   0
BAUPOST 1983 C-1 DEPLETION COSTS 3,558 3,558   0
BAUPOST 1983 C-1 INVESTMENT INTEREST EXPENSE 10,689 10,689   0
BAUPOST 1983 A-1 TRADER EXPENSES 6,267 6,267   0
BAUPOST 1983 A-1 DEDUCTIONS RELATED TO ROYALTY INCOME 1,049 1,049   0
BAUPOST 1983 A-1 CASH CONTRIBUTIONS 5 5   0
BAUPOST 1983 A-1 DEPLETION COSTS 1,641 1,641   0
BAUPOST 1983 A-1 INVESTMENT INTEREST EXPENSE 9,346 9,331   0
BAUPOST 1983 A-1 PORTFOLIO DEDUCTIONS 3,071 3,025   0
BAUPOST 1983 C-1 PORTFOLIO DEDUCTIONS 8,273 8,273   0


TY 2023 OtherIncomeSchedule2
Name:
STEVENSON FAMILY CHARITABLE TRUST
EIN:
04-6629590
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
BAUPOST LP 1983 C-1 ROYALITES 7,680 7,680 7,680
BAUPOST LP 1983 C-1 ORDINARY BUSINESS INCOME 554 554 554
BAUPOST LP 1983 C-1 RENTAL INCOME -6,056 -6,056 -6,056
BAUPOST LP 1983 C-1 OTHER INCOME 17,245 17,245 17,245
BAUPOST LP 1983 A-1 ROYALITES 4,772 4,772 4,772
BAUPOST LP 1983 A-1 ORDINARY BUSINESS INCOME -30 -30 -30
BAUPOST LP 1983 A-1 RENTAL INCOME -720 -720 -720
BAUPOST LP 1983 A-1 OTHER INCOME -1,468 -1,468 -1,468
BAUPOST LP 1983 A-1 UBTI 3,459 0 3,459
BAUPOST LP 1983 C-1 UBTI -1,651 0 -1,651


TY 2023 TaxesSchedule
Name:
STEVENSON FAMILY CHARITABLE TRUST
EIN:
04-6629590
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES ACCRUED 1,185 1,185   0
STATE TAXES WITHHELD 931 931   0
2022 MA PC TAXES 500 0   500
2022 FEDERAL 990T TAXES 6,499 0   0
2022 MA 990T TAXES 2,555 0   0
2023 MA 990T ESTIMATED TAXES 2,450 0   0
2023 FEDERAL 990T ESTIMATED TAXES 6,240 0   0