2023-05-16T15:31:37-05:00 2022-12-31 010494526 Baker Newman & Noyes PO Box 507 Portland ME 04112 990PF 2022-01-01 046186166 Calderwood Charitable Foundation CALD 6172484760 Choate LLP PO Box 961019 Boston MA 02196 William A Lowell Trustee 6172484760 2023-04-08 1 William Lowell 999009999 0 Connor Smart P02285543 2078792100 2023-04-08 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 5916608 X X 6321 6321 92943 92943 -241988 7779989 0 -142724 99264 0 0 0 3150 1575 1575 77817 70035 7782 70 0 70 81037 71610 9427 3179442 3179442 3260479 71610 3188869 -3403203 27654 445757 242033 242033 0 1666239 1666239 6860040 3978729 3978729 3208094 29607 29607 528966 0 0 11042857 5916608 5916608 0 0 X 11042857 5916608 0 0 0 0 11042857 5916608 11042857 5916608 11042857 -3403203 0 7639654 1723046 5916608 Publicly Traded Securites 7728282 8021977 -293695 -293695 Capital Gains Dividends P 51707 51707 51707 -241988 384 0 384 0 384 20859 0 0 0 20859 0 20475 20475 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 0 0 0 John Cornish Choate Hall Stewart LLP Two Intl Boston MA 02110 Trustee 4.00 0 0 0 Charles 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 Invst Mgmt, Custody, Grant Making 77817 0 0 6338057 1239122 0 7577179 0 0 7577179 113658 7463521 373176 373176 384 384 372792 0 372792 0 372792 3188869 0 3188869 372792 0 0 415082 4016402 3320141 1531886 389422 9672933 3188869 0 0 0 372792 2816077 0 0 12489010 0 0 0 0 0 0 415082 12073928 4016402 3320141 1531886 389422 2816077 X 826 Boston Inc 3035 Washington Street Roxbury MA 02119 N/A PC General Support 100000 Grub Street Inc 50 Liberty Drive Boston MA 02210 N/A PC General Support 100000 Wellesley College 106 Central Street Wellesley Hills MA 02481 N/A PC General Support 2879442 WriteBoston 2300 Washington Street 6th Floor Roxbury MA 02119 N/A PC General Support 100000 3179442 0 14 6321 14 92943 18 -241988 0 -142724 0 -142724 0 0 0 0 0 0 0 0 0 0 Accounting Fees 3150 1575 1575 3497.981 shs APHFX 29607 29607 43334.377 shs APHTX 691617 691617 5605 shs RSP 791706 791706 8975 shs IVW 525038 525038 11071.718 shs PYODX 330823 330823 4325 shs SPYX 403739 403739 1695 shs IJR 160415 160415 19989.274 shs GSIMX 332022 332022 8906.92 shs MINIX 338819 338819 20577.302 shs WCMIX 404550 404550 1666239 1666239 0 0 Unrealized Loss on Investments 1723046 MA Filing Fee 70 0 70 Invt Mgmt, Recordkeeping, Custody Fees 77817 70035 7782