13F-HR 1 a2085705z13f-hr.txt FORM 13F UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: June 30, 2002 Check here if Amendment [ ] Amendment No.: _____________ This Amendment (Check only one): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Amelia Peabody Foundation Address: One Hollis Street Wellesley, MA 02482 Form 13F File Number: 028-05989 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person signing this Report on Behalf of Reporting Manager: Name: Margaret St. Clair Title: Trustee Phone: 781-237-6468 Signature, place and date of signing: /s/ Margaret St. Clair Wellesley, Massachusetts July 31, 2002 Report Type (Check only one): [x] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) [ ] 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) [ ] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 5 Form 13F Information Table Entry Total: 76 Form 13F Information Table Value Total: $87,778 (in thousands) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. No. Form 13F File No. Name 1. 28-05999 Bayard D. Waring 2. 28-05991 Margaret N. St. Clair 3. 28-05993 Philip B. Waring 4. 28-05995 Deborah Carlson 5. 28-05997 Thomas B. St. Clair -2- Amelia Peabody Foundation Form 13F Information Table

COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 Name of Issuer Title of Class CUSIP Value (X $1000) Alliance Capital Common 01855A101 1,933 Alliance Resource Common 01877R108 1,220 American Int'l Common 026874107 3,176 Amerigas Partners L.P. Common 030975106 1,007 Anadarko Pet. Common 032511107 1,706 Apache Corp. Common 037411105 1,496 Applied Material Inc Common 038222105 2,005 Bank of New York Common 064057102 1,224 Bed, Bath & Beyond Common 075896100 848 BP Prudhoe Common 055630107 297 Buckeye Partners L P Unit LTD Partnership Common 118230101 3,748 Cardinal Health Common 14149Y108 2,263 Chase Capital IV Preferred Preferred 16147N208 303 COLUMN 1 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 Name of Issuer Shrs or Sh/ Put/ Investment ~~Other~~(X ~~Voting~~$1000) ~~Authority~~ Prn Amt Prn Call Discretion ~~Managers Sole Shared None~~ Alliance ~~Capital~~Resource ~~40,000~~Common SH01877R108 ~~Shared - Other~~ 1,543 265, ~~3, 4, 5 40,~~000 ~~Alliance Resource 45,000~~ SH Shared - Other 1,American 2,Capital 3,Common 4,024937104 ~~5 45~~1,~~000~~099 ~~American Int'l~~ 40,000 SH Shared - Other ~~1, 2, 3, 4, 5 40,000~~ Amerigas Partners L.P. ~~45,000~~Common SH030975106 ~~Shared - Other~~ 1,263 255, ~~3, 4, 5 45,~~000 ~~Anadarko Pet. 30,000~~ SH Shared - Other 1,Anadarko ~~2, 3, 4, 5 30,000 Apache Corp~~Pet. ~~30,000~~Common SH032511107 ~~Shared~~493 ~~- Other 1~~10, ~~2, 3, 4, 5 30,~~000 ~~Applied Material Inc 50,000~~ SH Shared - Other 1,Anthracite 2,Capital 3,Common 4,037023108 5663 50,000 ~~Bank of New York 30,000~~ SH Shared - Other 1,Apache 2,Corp. 3,Common 4,037411105 ~~5 30,000 Bed, Bath & Beyond 25,000 SH Shared - Other 1,~~ 2,472 343, ~~4, 5 25,~~000 ~~BP Prudhoe 20,000~~ SH Shared - Other 1,Applied 2,Material 3,Inc 4,Common 5038222105 ~~20,000 Buckeye Partners L P Unit LTD Partnership 100,000 SH Shared - Other~~ 1,902 ~~2, 3, 4, 5~~ 100,000 ~~Cardinal Health 35,000~~ SH Shared - Other 1,Aviall 2,Inc. 3,Common 4,05366B102 5140 3510,000 ~~Chase Capital IV Preferred 12,000~~ SH Shared - Other ~~1, 2, 3, 4, 5 12,000~~

-3- BAC Capital Preferred 055188205 501 20,000 SH Shared - Other Bed, Bath & Beyond Common 075896100 1,698 45,000 SH Shared - Other Buckeye Partners LP Unit LTD Partnership Common 118230101 3,545 100,000 SH Shared - Other Ints Cardinal Health Common 14149Y108 3,071 50,000 SH Shared - Other Centex Corp Common 152312104 1,156 20,000 SH Shared - Other Chase Capital IV Preferred Preferred 16147N208 300 12,000 SH Shared - Other Cisco Systems Common 17275R102 698 50,000 SH Shared - Other Citigroup Inc. Common 172967101 2,002 51,666 SH Shared - Other Dell Computer Common 247025109 1,438 55,000 SH Shared - Other Duff & Phelps Util & Corp BD TR Common 26432K108 664 50,000 SH Shared - Other Duke Energy Common 264399106 1,089 35,000 SH Shared - Other Duke Energy Ser C Preferred 264399619 285 11,000 SH Shared - Other

BAC Capital 1, 2, 3, 4, 5 20,000 Bed, Bath & Beyond 1, 2, 3, 4, 5 45,000 Buckeye Partners LP Unit LTD Partnership 1, 2, 3, 4, 5 100,000 Ints Cardinal Health 1, 2, 3, 4, 5 50,000 Centex Corp 1, 2, 3, 4, 5 20,000 Chase Capital IV Preferred 1, 2, 3, 4, 5 12,000 Cisco Systems 1, 2, 3, 4, 5 50,000 Citigroup Inc. 1, 2, 3, 4, 5 51,666 Dell Computer 1, 2, 3, 4, 5 55,000 Duff & Phelps Util & Corp BD TR 1, 2, 3, 4, 5 50,000 Duke Energy 1, 2, 3, 4, 5 35,000 Duke Energy Ser C 1, 2, 3, 4, 5 11,000

-4- Duke Energy - M Units Preferred 264399585 1,350 60,000 SH Shared - Other Electronic Data 7.625% Preferred 285661203 744 20,000 SH Shared - Other EL Pas Energy Common 28368B102 2,231 70,000 SH Shared - Other Enbridge Energy Common 29250R106 1,792 40,000 SH Shared - Other Energy East Cap. Preferred 29267G200 758 30,000 SH Shared - Other Equity Office Prop. Common 294741103 602 20,000 SH Shared - Other Exxon Mobil Corp Common 30231G102 2,660 65,000 SH Shared - Other Fleet Capital Trust Preferred 33889X203 492 20,000 SH Shared - Other Gables Residential Trust PFD A Preferred 362418204 249 10,000 SH Shared - Other General Electric Co Preferred 369622527 503 20,000 SH Shared - Other General Motors 7.25% Preferred Preferred 370442758 495 20,000 SH Shared - Other Goldman Sachs Common 38141G104 2,567 35,000 SH Shared - Other

Duke Energy - M Units 1, 2, 3, 4, 5 60,000 Electronic Data 7.625% 1, 2, 3, 4, 5 20,000 EL Pas Energy 1, 2, 3, 4, 5 70,000 Enbridge Energy 1, 2, 3, 4, 5 40,000 Energy East Cap. 1, 2, 3, 4, 5 30,000 Equity Office Prop. 1, 2, 3, 4, 5 20,000 Exxon Mobil Corp 1, 2, 3, 4, 5 65,000 Fleet Capital Trust 1,2,3,4,5 20,000 Gables Residential Trust PFD A 1, 2, 3, 4, 5 10,000 General Electric Co 1, 2, 3, 4, 5 20,000 General Motors 7.25% Preferred 1, 2, 3, 4, 5 20,000 Goldman Sachs 1, 2, 3, 4, 5 35,000

-5- Great Plains Energy Common 391164100 1,018 50,000 SH Shared - Other HCA Inc. Common 404119109 950 20,000 SH Shared - Other HL&P Capital Trust I 8.125% Tr Pfd Ser A Preferred 404202202 209 10,000 SH Shared - Other Hospitality Prop. Common 44106M102 1,460 40,000 SH Shared - Other Hugoton Royalty Trust Common 444717102 1,357 128,000 SH Shared - Other IBM Common 459200101 1,800 25,000 SH Shared - Other Intel Corp Common 458140100 914 50,000 SH Shared - Other JDS Uniphase Common 46612J101 93 35,000 SH Shared - Other JP Morgan Chase Common 46625H100 848 25,000 SH Shared - Other Kinder Morgan Energy Partners LP Partnership INT Common 494550106 2,670 85,000 SH Shared - Other KLA-Tencor Corp. Common 482480100 1,540 35,000 SH Shared - Other Liberty Property Trust Common 531172104 1,400 40,000 SH Shared - Other

Great Plains Energy 1, 2, 3, 4, 5 50,000 HCA Inc. 1, 2, 3, 4, 5 20,000 HL&P Capital Trust I 8.125% Tr Pfd Ser A 1, 2, 3, 4, 5 10,000 Hospitality Prop. 1, 2, 3, 4, 5 40,000 Hugoton Royalty Trust 1,2,3,4,5 128,000 IBM 1, 2, 3, 4, 5 25,000 Intel Corp 1, 2, 3, 4, 5 50,000 JDS Uniphase 1, 2, 3, 4, 5 35,000 JP Morgan Chase 1, 2, 3, 4, 5 25,000 Kinder Morgan Energy Partners LP Partnership INT 1, 2, 3, 4, 5 85,000 KLA-Tencor Corp. 1, 2, 3, 4, 5 35,000 Liberty Property Trust 1, 2, 3, 4, 5 40,000

-6- MicroSoft Corp. Common 594918104 1,641 30,000 SH Shared - Other Mutual Risk Mgmt Common 628351108 7 70,000 SH Shared - Other National Semi Conductor Common 637640103 1,313 45,000 SH Shared - Other Plum Creek Timber Co Inc. Common 729251108 1,075 35,000 SH Shared - Other Progress Energy Inc. Common 743263105 1,300 25,000 SH Shared - Other Progress Energy CVO Common 743263AA3 0 25,000 SH Shared - Other Public Storage Preferred 7.625% Preferred 74460D620 749 30,000 SH Shared - Other Public Storage Inc Depositary Sh Prd Ser J Preferred 74460D828 250 10,000 SH Shared - Other Public Storage Preferred 8.6% Preferred 74460D711 261 10,000 SH Shared - Other Royal Bank of Scotland 8.5% Ser J Preferred 780097853 536 20,000 SH Shared - Other Sears Roebuck 7% Preferred 812404408 375 15,000 SH Shared - Other Senior Housing Property Common 81721M109 785 50,000 SH Shared - Other

MicroSoft Corp. 1, 2, 3, 4, 5 30,000 Mutual Risk Mgmt 1, 2, 3, 4, 5 70,000 National Semi Conductor 1, 2, 3, 4, 5 45,000 Plum Creek Timber Co Inc. 1, 2, 3, 4, 5 35,000 Progress Energy Inc. 1, 2, 3, 4, 5 25,000 Progress Energy CVO 1, 2, 3, 4, 5 25,000 Public Storage Preferred 7.625% 1,2,3,4,5 30,000 Public Storage Inc Depositary Sh Prd Ser J 1, 2, 3, 4, 5 10,000 Public Storage Preferred 8.6% 1, 2, 3, 4, 5 10,000 Royal Bank of Scotland 8.5% Ser J 1, 2, 3, 4, 5 20,000 Sears Roebuck 7% 1, 2, 3, 4, 5 15,000 Senior Housing Property 1, 2, 3, 4, 5 50,000

-7- Shop At Home Inc Ser A PFD Preferred 825066400 9 692 SH Shared - Other SJG Cap TR PFD Secs 8.35% Preferred 78427Q202 497 20,000 SH Shared - Other State Street Corp. Common 857477103 1,118 25,000 SH Shared - Other Sunoco Logistics Common 86764L108 1,637 75,000 SH Shared - Other Talbots Common 874161102 1,225 35,000 SH Shared - Other Taubman Centers Common 876664103 458 30,000 SH Shared - Other Teco Energy Common 872375100 743 30,000 SH Shared - Other Tenet Healthcare Common 88033G100 3,220 45,000 SH Shared - Other Tennessee Valley Series A Preferred 880591409 516 20,000 SH Shared - Other Texas Instruments Common 882508104 711 30,000 SH Shared - Other TXU Corp Common 873168108 2,835 55,000 SH Shared - Other Tyco Intl Common 902124106 135 10,000 SH Shared - Other

Shop At Home Inc Ser A PFD 1, 2, 3, 4, 5 692 SJG Cap TR PFD Secs 8.35% 1, 2, 3, 4, 5 20,000 State Street Corp. 1, 2, 3, 4, 5 25,000 Sunoco Logistics 1, 2, 3, 4, 5 75,000 Talbots 1, 2, 3, 4, 5 35,000 Taubman Centers 1, 2, 3, 4, 5 30,000 Teco Energy 1, 2, 3, 4, 5 30,000 Tenet Healthcare 1, 2, 3, 4, 5 45,000 Tennessee Valley Series A 1, 2, 3, 4, 5 20,000 Texas Instruments 1, 2, 3, 4, 5 30,000 TXU Corp 1, 2, 3, 4, 5 55,000 Tyco Intl 1, 2, 3, 4, 5 10,000

-8- UDS Capital I G Preferred SEC 8.32% Preferred 902655208 619 25,000 SH Shared - Other United Technologies Common 913017109 1,698 25,000 SH Shared - Other Verizon Common 92343V104 2,409 60,000 SH Shared - Other Verizon NE 7% Preferred 92344R201 487 20,000 SH Shared - Other Washington Mtl Common 939322103 1,113 30,000 SH Shared - Other Wellpoint Health Common 94973H108 2,334 30,000 SH Shared - Other Wells Fargo Common 949746101 2,503 50,000 SH Shared - Other Wells Fargo Cap. Trust Preferred 94978B205 495 20,000 SH Shared - Other 87,778

UDS Capital I G Preferred SEC 8.32% 1, 2, 3, 4, 5 25,000 United Technologies 1, 2, 3, 4, 5 25,000 Verizon 1, 2, 3, 4, 5 60,000 Verizon NE 7% 1, 2, 3, 4, 5 20,000 Washington Mtl 1, 2, 3, 4, 5 30,000 Wellpoint Health 1, 2, 3, 4, 5 30,000 Wells Fargo 1, 2, 3, 4, 5 50,000 Wells Fargo Cap. Trust 1, 2, 3, 4, 5 20,000

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