2024-09-18T15:47:59-05:00 2023-12-31 010494526 Baker Newman & Noyes PO Box 507 Portland ME 04112 990PF 2023-01-01 223043340 Edith H Overly Foundation EDIT 6172484760 Choate LLP PO Box 961019 Boston MA 02196 William A Lowell Trustee 6172484760 2024-09-13 1 0 Nicholas E Porto P01310283 2078792100 2024-09-13 2023 2024-08-08 14:25:15Z X 38018116 X X 60269 60269 805769 805769 -94675 23799881 0 -49453 -47007 721910 819031 36330 0 36330 4750 2375 2375 221727 221727 0 250 0 250 263057 224102 38955 1927920 1927920 2190977 224102 1966875 -1469067 594929 1377618 1029058 1029058 22779477 26436540 26436540 9903550 7821058 7821058 1024341 2731460 2731460 35084986 38018116 38018116 0 0 X 38522051 42924248 0 0 -3437065 -4906132 35084986 38018116 35084986 38018116 35084986 -1469067 4402197 38018116 0 38018116 Publicly Traded Securities 23763531 23894556 -131025 -131025 From Passthru P 4636 4636 4636 Capital Gains Dividends P 31714 31714 31714 -94675 8270 0 8270 0 8270 92280 0 0 0 92280 X 0 84010 84010 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A Choate Hall Stewart LLP 6172484760 Two International Place Boston MA 02110 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 William A Lowell Choate Hall Stewart LLP Two Intl Boston MA 02110 Trustee 1.00 36330 0 0 Charles A Cheever Choate Hall Stewart LLP Two Intl Boston MA 02110 Trustee 1.00 0 0 0 NONE 0 Choate Hall & Stewart LLP Two International Place Boston MA 02110 Invest Mgmnt, Record keeping 221727 0 0 34905040 1262009 396575 36563624 0 0 36563624 548454 36015170 1800759 1800759 8270 8270 1792489 0 1792489 0 1792489 1966875 0 1966875 1792489 1860058 0 0 1966875 1860058 0 0 106817 0 0 0 0 0 0 0 0 1685672 0 0 0 X American Alpine Club 710 Tenth Street Suite 100 Golden CO 80401 N/A PC General Support 140000 American Cancer Society 270 Peachtree Street NW Atlanta GA 30303 N/A PC General Support 70000 Appalachian Mountain Club 10 City Square Boston MA 02129 N/A PC General Support 60000 Boston Athenaeum 10 1/2 Beacon Street Boston MA 02108 N/A PC General Support 40000 Boston Symphony Orchestra 301 Massachusetts Avenue Boston MA 02115 N/A PC General Support 40000 Caritas Communities 25 Braintree Hill Office Park Suite 206 Braintree MA 02184 N/A PC General Support 45000 Carolina Horse Park Foundation 2814 Montrose Road Raeford NC 28376 N/A PC General Support 20000 Dana-Farber Cancer Center 450 Brookline Avenue Boston MA 02115 N/A PC General Support 50000 Lovelane Special Needs Horesback Riding Program 40 Baker Bridge Road Lincoln MA 01773 N/A PC General Support 26000 Mass Eye & Ear Infirmary 243 Charles Street Boston MA 02114 N/A PC General Support 60000 Mass General Hospital (MGH Cancer) 125 Nashua Street Suite 540 Boston MA 02114 N/A PC General Support 20000 Memorial Sloan-Kettering Cancer Center PO Box 27106 New York NY 10087 N/A PC General Support 50000 Museum of Fine Arts 465 Huntington Avenue Boston MA 02115 N/A PC General Support 30000 Museum of Science 1 Science Park Boston MA 02114 N/A PC General Support 78500 New England Aquarium Central Wharf Boston MA 02110 N/A PC General Support 70000 New England Equine Rescue North 52 Ash Street West Newbury MA 01985 N/A PC General Support 50000 New England Wildlife Center 500 Columbian Street Weymouth MA 02190 N/A PC General Support 50000 Old Sturbridge Village 1 Old Sturbridge Village Road Sturbridge MA 01566 N/A PC General Support 30000 Robert Treat Paine Historical Trust 100 Robert Treat Paine Drive Waltham MA 02452 N/A PC General Support 50000 Shady Hill School 178 Coolidge Hill Cambridge MA 02138 N/A PC General Support 30000 Spaulding Rehabilitation Hospital 300 First Avenue Boston MA 02129 N/A PC General Support 60000 Sudbury Valley Trustees 18 Wolbach Road Sudbury MA 01776 N/A PC General Support 80000 The Metropolitan Opera Association 30 Lincoln Center New York NY 10023 N/A PC General Support 50000 The Nature Conservancy 4245 North Fairfax Drive Suite 100 Arlington VA 22203 N/A PC General Support 90000 Thompson's Island Outward Bound Center PO Box 127 Boston MA 02127 N/A PC General Support 80000 Trustees of Reservations 200 High Street 4th Floor Boston MA 02110 N/A PC General Support 80000 Trustees of Tufts College 169 Holland Street Somerville MA 02144 N/A PC General Support 230000 Walthour-Moss Foundation PO Box 1794 Southern Pines NC 28388 N/A PC General Support 86000 WGBH Educational Foundation One Guest Street Boston MA 02135 N/A PC General Support 60000 Wildstar Equine Assisted Activities 16 Nason Hill Lane Sherborn MA 01770 N/A PC General Support 22420 Winsor School 103 Pilgrim Road Boston MA 02215 N/A PC General Support 30000 World Wildlife Fund 1250 24th Street NW Washington DC 20037 N/A PC General Support 50000 1927920 0 14 60269 14 805769 18 -94675 Passthrough Income 523000 -2446 -47007 -2446 724356 0 721910 0 0 0 0 0 0 0 0 0 0 Tax Prep Fees 4750 2375 2375 468830.584 units DFAPX 4707059 4707059 19140.000 units AGG 1899645 1899645 128912.263 units PYAIX 1214354 1214354 56068.022 units APHTX 1038940 1038940 12200.000 units RSP 1925160 1925160 24290.000 units IVV 11601633 11601633 23257.328 units PYODX 867266 867266 79740.000 units SPYX 3094709 3094709 108524.565 units GSIMX 2149872 2149872 135600.017 units TCIEX 2964216 2964216 94390.669 units WCMIX 2148332 2148332 12780.000 units IEMG 646412 646412 190779.863 units APHFX FMV 1734236 1734236 Artisan China PV Offshore Fund FMV 600649 600649 1899 Opportunities Fund II FMV 396575 396575 MA Filing Fee 250 0 250 Passthrough Income -49453 -47007 -49453 Unrealized Gain on Investments 4402197 Invt Mgmt, Recordkeeping, Custody Fees 221727 221727 0