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UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
Form 13F
Form 13F COVER PAGE
Report for the Calendar Year or Quarter Ended: March 31, 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 10, 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: 69
Form 13F Information Table Value Total: $101,560 (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
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COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
Voting
Name of Issuer Title of Class CUSIP Value Shrs or Sh/ Put/ Investment Other Authority
(X $1000) Prn Amt Prn Call Discretion Managers Sole Shared None
<S> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C>
American Express Co Common 025816109 1,178 10,000 SH Shared - Other 1, 2, 3, 4, 5 10,000
America Online Common 02364J104 2,205 15,000 SH Shared - Other 1, 2, 3, 4, 5 15,000
Amerigas Partners
Common Units Common 030975106 598 30,000 SH Shared - Other 1, 2, 3, 4, 5 30,000
Applied Material Inc Common 038222105 925 15,000 SH Shared - Other 1, 2, 3, 4, 5 15,000
AT&T Corp Common 001957109 3,193 40,000 SH Shared - Other 1, 2, 3, 4, 5 40,000
Avalonbay Comms
8.96% Series G Prfd Preferred 053484606 248 10,000 SH Shared - Other 1, 2, 3, 4, 5 10,000
BankBoston Corp Common 06605R106 1,083 25,000 SH Shared - Other 1, 2, 3, 4, 5 25,000
Berkshire Energy Common 084644103 383 20,000 SH Shared - Other 1, 2, 3, 4, 5 20,000
Blackrock 2001 Term
Trust Inc Common 092477108 495 55,000 SH Shared - Other 1, 2, 3, 4, 5 55,000
Bristol-Meyers Squibb Common 110122108 2,565 40,000 SH Shared - Other 1, 2, 3, 4, 5 40,000
Buckeye Partners L P
Unit LTD Partnership Common 118230101 2,725 100,000 SH Shared - Other 1, 2, 3, 4, 5 100,000
Cendant Corp Income
Prides 7.5% Conv PFD Preferred 151313301 576 20,000 SH Shared - Other 1, 2, 3, 4, 5 20,000
Chase Capital IV
Preferred Preferred 16147N208 303 12,000 SH Shared - Other 1, 2, 3, 4, 5 12,000
Chase PFD Cap Corp
Ser A 8.10% PFD Preferred 161637202 641 25,000 SH Shared - Other 1, 2, 3, 4, 5 25,000
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Cisco Systems Inc Common 17275R102 3,835 35,000 SH Shared - Other 1, 2, 3, 4, 5 35,000
Citigroup Common 172967101 1,597 25,000 SH Shared - Other 1, 2, 3, 4, 5 25,000
Compaq Computer
Corp Common 204493100 1,425 45,000 SH Shared - Other 1, 2, 3, 4, 5 45,000
Conagra Cap L C 9.35%
Ser C Prd Preferred 20588V406 461 18,000 SH Shared - Other 1, 2, 3, 4, 5 18,000
Conseco Inc 7% Conv
PFD Preferred 208464602 396 10,000 SH Shared - Other 1, 2, 3, 4, 5 10,000
Dell Computer Corp Common 247025109 1,226 30,000 SH Shared - Other 1, 2, 3, 4, 5 30,000
Duff & Phelps Util &
Corp BD TR Common 26432K108 822 55,000 SH Shared - Other 1, 2, 3, 4, 5 55,000
E M C Corp Common 268648102 3,833 30,000 SH Shared - Other 1, 2, 3, 4, 5 30,000
Elan PLC Common 284131208 1,046 15,000 SH Shared - Other 1, 2, 3, 4, 5 15,000
Enron Toprs 8.125%
Pfd Preferred 29357P201 638 25,000 SH Shared - Other 1, 2, 3, 4, 5 25,000
Exxon Corp Common 302290101 1,764 25,000 SH Shared - Other 1, 2, 3, 4, 5 25,000
Federal Natl Mtg Assn Common 313586109 1,731 25,000 SH Shared - Other 1, 2, 3, 4, 5 25,000
Gables Residential
Trust PFD A Preferred 362418204 244 10,000 SH Shared - Other 1, 2, 3, 4, 5 10,000
General Electric Co Common 369604103 3,872 35,000 SH Shared - Other 1, 2, 3, 4, 5 35,000
Gillette Co Common 375766102 1,189 20,000 SH Shared - Other 1, 2, 3, 4, 5 20,000
HL&P Capital Trust I
8.125% Tr Pfd Ser A Preferred 404202202 256 10,000 SH Shared - Other 1, 2, 3, 4, 5 10,000
Home Depot Inc Common 437076102 2,801 45,000 SH Shared - Other 1, 2, 3, 4, 5 45,000
Intel Corp Common 458140100 3,566 30,000 SH Shared - Other 1, 2, 3, 4, 5 30,000
Kinder Morgan Energy
Partners KL Unit LTD Common 494550106 2,597 75,000 SH Shared - Other 1, 2, 3, 4, 5 75,000
Knightsbridge Tankers
LTD Common G5299G106 431 25,000 SH Shared - Other 1, 2, 3, 4, 5 25,000
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Lakehead Pipe Line
Partners L P Pref Unit Common 511557100 1,350 30,000 SH Shared - Other 1, 2, 3, 4, 5 30,000
Leviathan Gas Pipeline Common 527367205 1,475 65,000 SH Shared - Other 1, 2, 3, 4, 5 65,000
Liberty Property
Trust SBI Common 531172104 623 30,000 SH Shared - Other 1, 2, 3, 4, 5 30,000
Lucent Technologies
Inc Common 549463107 2,160 20,000 SH Shared - Other 1, 2, 3, 4, 5 20,000
MCI Worldcom, Inc. Common 55268B106 3,100 35,000 SH Shared - Other 1, 2, 3, 4, 5 35,000
Meditrust Common 58501T306 362 29,072 SH Shared - Other 1, 2, 3, 4, 5 29,072
Medtronic Common 585055106 1,797 25,000 SH Shared - Other 1, 2, 3, 4, 5 25,000
Mellon Bank Corp Common 585509102 3,167 45,000 SH Shared - Other 1, 2, 3, 4, 5 45,000
Microsoft Corp PFD Preferred 594918203 1,005 10,200 SH Shared - Other 1, 2, 3, 4, 5 10,200
Midland Bank PLC
Sponsored ADR Unit 1 Common 597433309 773 30,000 SH Shared - Other 1, 2, 3, 4, 5 30,000
Mobil Corp Common 607059102 2,200 25,000 SH Shared - Other 1, 2, 3, 4, 5 25,000
Natl Australia Bank
Ltd
Sponsored ADR Common 632525408 1,354 15,000 SH Shared - Other 1, 2, 3, 4, 5 15,000
New Plan Excel
Realty Trust, Inc Common 648053106 672 35,000 SH Shared - Other 1, 2, 3, 4, 5 35,000
Oracle Common 68389X105 396 15,000 SH Shared - Other 1, 2, 3, 4, 5 15,000
Pacificorp Common 695114108 173 10,000 SH Shared - Other 1, 2, 3, 4, 5 10,000
Pfizer Inc Common 717081103 4,024 29,000 SH Shared - Other 1, 2, 3, 4, 5 29,000
Pimco Advisors
Holdings L P Common 69338P102 2,625 83,500 SH Shared - Other 1, 2, 3, 4, 5 83,500
Plum Creek Timber Co Common 729237107 855 30,000 SH Shared - Other 1, 2, 3, 4, 5 30,000
PP&L Cap Tr Tr
Originated Pfd Secs Preferred 693497208 383 15,000 SH Shared - Other 1, 2, 3, 4, 5 15,000
Proctor & Gamble Co Common 742718109 2,938 30,000 SH Shared - Other 1, 2, 3, 4, 5 30,000
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Public Storage Inc
Depositary PSA Sh Preferred 74460D828e 250 10,000 SH Shared - Other 1, 2, 3, 4, 5 10,000
PWG Capital Trust
II 8.08% PFD Preferred 69366F208 380 15,000 SH Shared - Other 1, 2, 3, 4, 5 15,000
Schering Plough
Corp Common 806605101 3,315 60,000 SH Shared - Other 1, 2, 3, 4, 5 60,000
Shop At Home Inc
Com Common 825066301 56 4,433 SH Shared - Other 1, 2, 3, 4, 5 4,433
Shop At Home Inc
Ser A PFD Preferred 825066400 9 692 SH Shared - Other 1, 2, 3, 4, 5 692
SJG Cap TR PFD Secs
8.35% Preferred 78427Q202 513 20,000 SH Shared - Other 1, 2, 3, 4, 5 20,000
Staples Inc. Common 855030102 2,466 75,000 SH Shared - Other 1, 2, 3, 4, 5 75,000
State Street Corp Common 857477103 3,701 45,000 SH Shared - Other 1, 2, 3, 4, 5 45,000
Sun Microsystems Inc Common 866810104 3,127 25,000 SH Shared - Other 1, 2, 3, 4, 5 25,000
Tellabs Common 879664100 1,955 20,000 SH Shared - Other 1, 2, 3, 4, 5 20,000
Texaco Inc. Common 881694103 1,419 25,000 SH Shared - Other 1, 2, 3, 4, 5 25,000
Texas Instruments Common 882508104 993 10,000 SH Shared - Other 1, 2, 3, 4, 5 10,000
UDS Capital I G
Preferred SEC 8.32% Preferred 902655208 620 25,000 SH Shared - Other 1, 2, 3, 4, 5 25,000
Unum Corp Mids
Ser A 8.8% Preferred 903192201 258 10,000 SH Shared - Other 1, 2, 3, 4, 5 10,000
UST Corp Common 902900109 218 10,000 SH Shared - Other 1, 2, 3, 4, 5 10,000
101,560
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