<PAGE>
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, 1999
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 January 12, 2001
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).)
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FORM 13F SUMMARY PAGE
Report Summary:
Number of Other Included Managers: 5
Form 13F Information Table Entry Total: 72
Form 13F Information Table Value Total: $106,070(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-
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FORM 13F INFORMATION TABLE
<TABLE>
<CAPTION>
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5
Name of Issuer Title of Class CUSIP Value Shrs or Sh/ Put/
(X $1000) Prn Amt Prn Call
<S> <C> <C> <C> <C> <C>
Amerigas Partners Common Common 030975106 606 30,000 SH
Units
American International Common 26874107 2,931 25,000 SH
Applied Material Inc Common 38222105 1,847 25,000 SH
AT&T Corp Common 001957109 3,349 60,000 SH
Avalonbay Comms 8.96% Preferred 53484606 251 10,000 SH
Series G Prfd
Berkshire Energy Common 84644103 450 20,000 SH
Blackrock 2001 Term Common 092477108 495 55,000 SH
Trust Inc
Bristol-Meyers Squibb Common 110122108 2,818 40,000 SH
Buckeye Partners L P Common 118230101 2,750 100,000 SH
Unit LTD Partnership Ints
CBS Corp Common 12490K107 653 15,000 SH
Cendant Common 151313103 1,025 50,000 SH
Cendant Corp Income Preferred 151313301 689 20,000 SH
Prides 7.5% Conv PFD
Chase Capital IV Preferred 16147N208 294 12,000 SH
Preferred
Chase Manhattan Common 16161A108 1,730 20,000 SH
Chase PFD Cap Corp Ser A Preferred 161637202 633 25,000 SH
8.10% PFD
Cisco Systems Inc Common 17275R102 4,511 70,000 SH
Citigroup Common 172967101 2,613 55,000 SH
Conagra Cap L C 9.35% Preferred 20588V406 458 18,000 SH
Ser C Prd
Conseco Inc 7% Conv PFD Preferred 208464602 402 10,000 SH
Duff & Phelps Util & Common 26432K108 798 55,000 SH
Corp BD TR
E M C Corp Common 268648102 3,850 70,000 SH
Elan PLC Common 284131208 555 20,000 SH
Enron Toprs 8.125% Pfd Preferred 29357P201 636 25,000 SH
Exxon Corp Common 302290101 1,543 20,000 SH
Gables Residential Trust Preferred 362418204 242 10,000 SH
PFD A
General Electric Co Common 369604103 3,955 35,000 SH
HL&P Capital Trust I Preferred 404202202 252 10,000 SH
8.125% Tr Pfd Ser A
Home Depot Inc Common 437076102 2,255 35,000 SH
Hospitality Prop. Common 44106M102 407 15,000 SH
Intel Corp Common 458140100 2,975 50,000 SH
Kinder Morgan Energy Common 494550106 2,775 75,000 SH
Partners KL Unit LTD
Partnership INT
Knightsbridge Tankers LTD Common G5299G106 438 25,000 SH
Lakehead Pipe Line Common 511557100 659 15,000 SH
Partners L P Pref Unit
Leviathan Gas Pipeline Common 527367205 1,536 65,000 SH
Liberty Property Trust Common 531172104 746 30,000 SH
SBI
Lucent Technologies Inc Common 549463107 2,698 40,000 SH
MCI Worldcom, Inc. Common 55268B106 3,443 40,000 SH
Meditrust Common 58501T306 380 29,072 SH
Medtronic Common 585055106 1,168 15,000 SH
Microsoft Common 594918104 1,804 20,000 SH
Microsoft Corp PFD Preferred 594918203 1,019 10,200 SH
Midland Bank PLC Common 597433309 758 30,000 SH
Sponsored ADR Unit 1 ADR
A1 & 1 ADR A2
Mobil Corp Common 607059102 1,975 20,000 SH
Natl Australia Bank Ltd Common 632525408 1,260 15,000 SH
Sponsored ADR
New Plan Excel Realty Common 648053106 270 15,000 SH
Trust, Inc
Oracle Common 68389X105 1,114 30,000 SH
Pacificorp Common 695114108 184 10,000 SH
Pimco Advisors Holdings Common 69338P102 2,484 83,500 SH
L P
Plum Creek Timber Co Common 729237107 936 30,000 SH
PP&L Cap Tr Tr Preferred 693497208 373 15,000 SH
Originated Pfd Secs 8.20%
Proctor & Gamble Co Common 742718109 2,678 30,000 SH
Public Storage Inc Preferred 74460D828 244 10,000 SH
Depositary PSA Sh Repstg
1/1000 PRD Ser J
PWG Capital Trust II Preferred 69366F208 376 15,000 SH
8.08% PFD
Qwest Common 749121109 331 10,000 SH
Schering Plough Corp Common 806605101 2,100 40,000 SH
Schwab Charles Common 808513105 3,270 30,000 SH
Shop At Home Inc Com Common 825066301 39 4,433 SH
Shop At Home Inc Ser A Preferred 825066400 9 692 SH
PFD
SJG Cap TR PFD Secs 8.35% Preferred 78427Q202 503 20,000 SH
Staples Inc. Common 855030102 1,856 60,000 SH
State Street Corp Common 857477103 3,842 45,000 SH
Sun Microsystems Inc Common 866810104 3,099 45,000 SH
Tellabs Common 879664100 3,040 45,000 SH
Texaco Inc. Common 881694103 1,559 25,000 SH
Texas Instruments Common 882508104 2,880 20,000 SH
Time Warner Common 887315109 2,542 35,000 SH
Tyco Common 902124106 2,843 30,000 SH
UDS Capital I G Preferred 902655208 613 25,000 SH
Preferred SEC 8.32%
Unum Corp Mids Ser A 8.8% Preferred 903192201 254 10,000 SH
Virginia Electric Preferred 927804591 476 20,000 SH
Wells Fargo Common 949746101 1,069 25,000 SH
Young & Rubicam Common 987425105 454 10,000 SH
</TABLE>
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<TABLE>
<CAPTION>
COLUMN 1 COLUMN 6 COLUMN 7 COLUMN 8
Name of Issuer Investment Other Voting Authority
Discretion Managers Sole Shared None
<S> <C> <C> <C> <C> <C>
Amerigas Partners Common Shared - Other 1, 2, 3, 4, 5 30,000
Units
American International Shared - Other 1, 2, 3, 4, 5 25,000
Applied Material Inc Shared - Other 1, 2, 3, 4, 5 25,000
AT&T Corp Shared - Other 1, 2, 3, 4, 5 60,000
Avalonbay Comms 8.96% Shared - Other 1, 2, 3, 4, 5 10,000
Series G Prfd
Berkshire Energy Shared - Other 1, 2, 3, 4, 5 20,000
Blackrock 2001 Term Shared - Other 1, 2, 3, 4, 5 55,000
Trust Inc
Bristol-Meyers Squibb Shared - Other 1, 2, 3, 4, 5 40,000
Buckeye Partners L P Shared - Other 1, 2, 3, 4, 5 100,000
Unit LTD Partnership Ints
CBS Corp Shared - Other 1, 2, 3, 4, 5 15,000
Cendant Shared - Other 1, 2, 3, 4, 5 50,000
Cendant Corp Income Shared - Other 1, 2, 3, 4, 5 20,000
Prides 7.5% Conv PFD
Chase Capital IV Shared - Other 1, 2, 3, 4, 5 12,000
Preferred
Chase Manhattan Shared - Other 1, 2, 3, 4, 5 20,000
Chase PFD Cap Corp Ser A Shared - Other 1, 2, 3, 4, 5 25,000
8.10% PFD
Cisco Systems Inc Shared - Other 1, 2, 3, 4, 5 70,000
Citigroup Shared - Other 1, 2, 3, 4, 5 55,000
Conagra Cap L C 9.35% Shared - Other 1, 2, 3, 4, 5 18,000
Ser C Prd
Conseco Inc 7% Conv PFD Shared - Other 1, 2, 3, 4, 5 10,000
Duff & Phelps Util & Shared - Other 1, 2, 3, 4, 5 55,000
Corp BD TR
E M C Corp Shared - Other 1, 2, 3, 4, 5 70,000
Elan PLC Shared - Other 1, 2, 3, 4, 5 20,000
Enron Toprs 8.125% Pfd Shared - Other 1, 2, 3, 4, 5 25,000
Exxon Corp Shared - Other 1, 2, 3, 4, 5 20,000
Gables Residential Trust Shared - Other 1, 2, 3, 4, 5 10,000
PFD A
General Electric Co Shared - Other 1, 2, 3, 4, 5 35,000
HL&P Capital Trust I Shared - Other 1, 2, 3, 4, 5 10,000
8.125% Tr Pfd Ser A
Home Depot Inc Shared - Other 1, 2, 3, 4, 5 35,000
Hospitality Prop. Shared - Other 1, 2, 3, 4, 5 15,000
Intel Corp Shared - Other 1, 2, 3, 4, 5 50,000
Kinder Morgan Energy Shared - Other 1, 2, 3, 4, 5 75,000
Partners KL Unit LTD
Partnership INT
Knightsbridge Tankers LTD Shared - Other 1, 2, 3, 4, 5 25,000
Lakehead Pipe Line Shared - Other 1, 2, 3, 4, 5 15,000
Partners L P Pref Unit
Leviathan Gas Pipeline Shared - Other 1, 2, 3, 4, 5 65,000
Liberty Property Trust Shared - Other 1, 2, 3, 4, 5 30,000
SBI
Lucent Technologies Inc Shared - Other 1, 2, 3, 4, 5 40,000
MCI Worldcom, Inc. Shared - Other 1, 2, 3, 4, 5 40,000
Meditrust Shared - Other 1, 2, 3, 4, 5 29,072
Medtronic Shared - Other 1, 2, 3, 4, 5 15,000
Microsoft Shared - Other 1, 2, 3, 4, 5 20,000
Microsoft Corp PFD Shared - Other 1, 2, 3, 4, 5 10,200
Midland Bank PLC Shared - Other 1, 2, 3, 4, 5 30,000
Sponsored ADR Unit 1 ADR
A1 & 1 ADR A2
Mobil Corp Shared - Other 1, 2, 3, 4, 5 20,000
Natl Australia Bank Ltd Shared - Other 1, 2, 3, 4, 5 15,000
Sponsored ADR
New Plan Excel Realty Shared - Other 1, 2, 3, 4, 5 15,000
Trust, Inc
Oracle Shared - Other 1, 2, 3, 4, 5 30,000
Pacificorp Shared - Other 1, 2, 3, 4, 5 10,000
Pimco Advisors Holdings Shared - Other 1, 2, 3, 4, 5 83,500
L P
Plum Creek Timber Co Shared - Other 1, 2, 3, 4, 5 30,000
PP&L Cap Tr Tr Shared - Other 1, 2, 3, 4, 5 15,000
Originated Pfd Secs 8.20%
Proctor & Gamble Co Shared - Other 1, 2, 3, 4, 5 30,000
Public Storage Inc Shared - Other 1, 2, 3, 4, 5 10,000
Depositary PSA Sh Repstg
1/1000 PRD Ser J
PWG Capital Trust II Shared - Other 1, 2, 3, 4, 5 15,000
8.08% PFD
Qwest Shared - Other 1, 2, 3, 4, 5 10,000
Schering Plough Corp Shared - Other 1, 2, 3, 4, 5 40,000
Schwab Charles Shared - Other 1, 2, 3, 4, 5 30,000
Shop At Home Inc Com Shared - Other 1, 2, 3, 4, 5 4,433
Shop At Home Inc Ser A Shared - Other 1, 2, 3, 4, 5 692
PFD
SJG Cap TR PFD Secs 8.35% Shared - Other 1, 2, 3, 4, 5 20,000
Staples Inc. Shared - Other 1, 2, 3, 4, 5 60,000
State Street Corp Shared - Other 1, 2, 3, 4, 5 45,000
Sun Microsystems Inc Shared - Other 1, 2, 3, 4, 5 45,000
Tellabs Shared - Other 1, 2, 3, 4, 5 45,000
Texaco Inc. Shared - Other 1, 2, 3, 4, 5 25,000
Texas Instruments Shared - Other 1, 2, 3, 4, 5 20,000
Time Warner Shared - Other 1, 2, 3, 4, 5 35,000
Tyco Shared - Other 1, 2, 3, 4, 5 30,000
UDS Capital I G Shared - Other 1, 2, 3, 4, 5 25,000
Preferred SEC 8.32%
Unum Corp Mids Ser A 8.8% Shared - Other 1, 2, 3, 4, 5 10,000
Virginia Electric Shared - Other 1, 2, 3, 4, 5 20,000
Wells Fargo Shared - Other 1, 2, 3, 4, 5 25,000
Young & Rubicam Shared - Other 1, 2, 3, 4, 5 10,000
</TABLE>
