2023-09-05T13:41:37-05:00 2022-10-31 010494526 Baker Newman & Noyes PO Box 507 Portland ME 04112 990PF 2021-11-01 046016303 Elisha V Ashton Trust UW ELIS 6172484760 Choate Hall Stewart LLP Two Int Boston MA 02110 Kristin T Abati Trustee 6172484760 2023-08-31 1 Kristin Abati 999009999 Nicholas E Porto P01310283 6172484760 2023-08-31 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z X 16998418 X X 25488 25488 497959 497959 196267 6155804 196267 719714 719714 27876 0 27876 7750 3875 3875 114727 57394 57333 18173 3173 0 755 630 125 169281 65072 89209 205018 205018 374299 65072 294227 345415 654642 390092 842435 842435 3251559 3797403 3797403 16356411 12317019 12317019 314303 41561 41561 20312365 16998418 16998418 0 0 X 20312365 16998418 0 0 0 0 20312365 16998418 20312365 16998418 20312365 345415 0 20657780 3659362 16998418 Publicly Traded Securities 5893548 5959537 -65989 -65989 Capital Gains Dividends P 262256 262256 262256 196267 9100 0 9100 0 9100 21757 0 0 0 21757 0 12657 12657 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 1 0 1 1 0 0 0 0 Richard K Nichols Choate Hall Stewart LLP Two Intl Pl Boston MA 02110 Trustee 1.00 27876 0 0 Kristin T Abati Choate Hall Stewart LLP Two Intl Pl Boston MA 02110 Trustee 1.00 0 0 0 NONE 0 Choate Hall & Stewart LLP Two Intl Place Boston MA 02110 Investment, custody, & grant admn 114727 0 0 17848238 723407 0 18571645 0 0 18571645 278575 18293070 914654 914654 9100 9100 905554 0 905554 0 905554 294227 0 294227 905554 0 0 16023 32655 97574 146252 294227 0 0 0 294227 0 146252 146252 0 0 0 0 0 465075 0 0 0 X Boston Children's Hospital 300 Longwood Avenue Boston MA 02115 N/A PC General 18638 Boston Fatherless & Widows Society c/o Fiduciary Trust Co PO Box 5 Boston MA 02205 N/A PF General 9319 Boston Pilot's Relief Society 256 Marginal Street Building 11 East Boston MA 02128 N/A NC General 9319 Boston Seaman's Friend Society Inc 77 Broadway Chelsea MA 02150 N/A PC General 9319 Dimock Community Health Center 55 Dimock Street Roxbury MA 02119 N/A PC General 9319 Goddard House 165 Chestnut Street Brookline MA 02445 N/A PC General 9319 Managers of Boston Port & Seamen's Aid Society 19 North Street Salem MA 01970 N/A PF General 9319 Massachusetts Eye & Ear Infirmary 243 Charles Street Boston MA 02114 N/A PC General 9319 Massachusetts Medical Benevolent Society 860 Winter Street Suite 2 Waltham MA 024511414 N/A PC General 9319 Massachusetts Society for the Prevention of Cruelty to Animals 350 South Huntington Avenue Boston MA 02130 N/A PC General 9319 Rogerson Communities 1 Florence Street Roslindale MA 021313638 N/A PC General 9319 Rutland Corner Foundation 2 Liberty Square No 500 Boston MA 02109 N/A PF General 9319 The Boston Marine Society 100 1st Avenue Suite 102 Boston MA 02129 N/A NC General 9319 The Chickering Foundation c/o Fiduciary Trust Co PO Box 5 Boston MA 02205 N/A PF General 9319 The Fragment Society 65 Anderson Street 1A Boston MA 02114 N/A POF General 9319 The Home for Little Wanderers 10 Guest Street Suite 3 Boston MA 021352066 N/A PC General 46595 Tufts Medical Center 750 Washington Street 231 Boston MA 02111 N/A PC General 9319 205018 0 14 25488 14 497959 18 196267 0 719714 0 719714 1 0 0 0 0 0 0 0 0 1a(1) 18638 The Boston Marine Society The Elisha V. Ashton Trust awards grants to The Boston Marine Society, an unrelated 501(c)(4) social welfare organization. 0 Tax Prep Fees 7750 3875 3875 Boston Fatherless & Widows Society c/o Sullivan Worcester LLP One Post Office Squ Boston MA 02109 2022-12-05 36139 For grants to needy women in the Boston area to assist them in meeting their expenses for food, housing, clothing and medical purposes. 36139 No part of any grant has been used for other than its intended purpose. March 2023 2023-03-01 In March 2023, the trustees received a report from the grantee for all remaining grants still open through the period ending December 31, 2022. In addition to the report, the grantor requires acceptance by the grantee of the requirements imposed by section 4945(h) of the Internal Revenue Code and the regulations thereunder. Rutland Corner Foundation fka Rutland Corner House c/o Grants Management Associates 2 Liberty Square Boston MA 02109 2022-12-05 54866 For grants to public charities for support programs for girls and young women of need. 45547 No part of any grant has been used for other than its intended purpose. May 2023 2023-05-01 In May 2023, the trustees received a report from the grantee for all remaining grants still open through the period ending April 30, 2022. In addition to the report, the grantor requires acceptance by the grantee of the requirements imposed by section 4945(h) of the Internal Revenue Code and the regulations thereunder. Managers of the Boston Port & Seaman's Aid Society c/o Weston Patrick 84 State Street 11th Floor Boston MA 021092299 2022-12-05 69212 For grants to maritime focused public charities and for expenses incurred in the operation of the Mariner House, a home at 11 North Square, Boston, MA providing low-cost, sober accommodation for qualified seafarers. 0 No part of any grant has been used for other than its intended purpose. September 2021 2021-09-01 The grantee has not yet provided a report for grants made during the tax period covered by this return. The trustees have been making diligent attempts to obtain the report with frequent requests. The trustees will continue their efforts until all reports are received. In addition to the report, the grantor requires acceptance by the grantee of the requirements imposed by section 4945(h) of the Internal Revenue Code and the regulations thereunder. The Chickering Foundation fka Dedham Temporary Home for Women & Children c/o Fiduciary Trust Company 53 State Street Boston MA 02109 2022-12-05 9319 For grants to public charities for religious, charitable, scientific, literary or educational purposes or the prevention of cruelty to children or animals. 9319 No part of any grant has been used for other than its intended purpose. July 2023 2023-07-01 In July 2023, the trustees received reports from the grantee for all remaining grants still open through the period ending December 31, 2022. In addition to the report, the grantor requires acceptance by the grantee of the requirements imposed by section 4945(h) of the Internal Revenue Code and the regulations thereunder. The Fragment Society c/o Linda Lee Leahy Treasurer 60 Denny Road Chestnut Hill MA 02467 2022-12-05 36139 For grants to furnish indigent and needy people, primarily children, with clothing, bedding and other necessities. 36139 No part of any grant has been used for other than its intended purpose. August 2023 2023-08-01 In August 2023, the trustees received a report and financial statements from the grantee for all remaining grants still open through the period ending February 28, 2023. In addition to the report, the grantor requires acceptance by the grantee of the requirements imposed by section 4945(h) of the Internal Revenue Code and the regulations thereunder. Boston Marine Society c/o Lisa V Walsh Executive Director 100 1st Ave Boston MA 02129 2022-12-05 9319 For grants to public charities, including Maritime schools, and to needy individuals to assist them in meeting their expenses for food, housing, clothing and medical purposes. 9319 No part of any grant has been used for other than its intended purpose. July 2023 2023-07-01 In July 2023, the trustees received a report from the grantee for all remaining grants still open through the period ending December 31, 2022. In addition to the report, the grantor requires acceptance by the grantee of the requirements imposed by section 4945(h) of the Internal Revenue Code and the regulations thereunder. Boston Pilot's Relief Society 256 Marginal Street Building 11 East Boston MA 02128 2022-12-05 9319 The society was incorporated by a special act of the legislature, Chapter 91 of the Acts of 1966, with the purpose of providing relief for sea pilots and their families 9319 No part of any grant has been used for other than its intended purpose. December 2022 2022-12-31 In December 2022, the trustees received reports from the grantee for all remaining grants still open through the period ending December 31, 2022. The grantor requires acceptance by the grantee of the requirements imposed by section 4945(h) of the Internal Revenue Code and the regulations thereunder. Transitional Rule Form 990-PF, Part VII-B, Line 5a(4) and 5b: The Trust was established under the Will of Elisha V. Ashton, who died in 1884. Under the provisions of the Will, the Trustees are required to distribute the income of the Trust to a specific group of recipients, some of which are organizations that are not public charities described in sections 509(a)(1) or 509(a)(2) of the Code.Because of the transitional rule of Treasury Regulations 53.4945-5(f)(2)(ii), these distributions are not taxable expenditures. However, out of an abundance of caution and to confirm that all distributions are made exclusively for charitable purposes, the Trust nevertheless follows the expenditure responsibility rules of section 4945(h) of the Code to the extent possible, and therefore is, in this Statement 13, voluntarily providing the expenditure responsibility reports called for under section 4945(h)(3) of the Code. 4792.874 units APHFX 41561 41561 350 units APD 88207 88207 450 units ECL 70682 70682 225 units SHW 50632 50632 1000 units CAT 217660 217660 1000 units EXPD 97850 97850 3500 units FAST 170240 170240 1000 units RTX 94820 94820 1000 units AMZN 102440 102440 3500 units TJX 252350 252350 3000 units KO 179550 179550 600 units MKC 47184 47184 2500 units PEP 453950 453950 2500 units PG 338958 338958 2700 units GOOG 255582 255582 4000 units T 74030 74030 2000 units VZ 76045 76045 9000 units KMI 163080 163080 600 units BRK/B 177054 177054 2500 units CVS 238125 238125 500 units IQV 104835 104835 2500 units JNJ 434925 434925 2500 units MRK 253000 253000 400 units SYK 91696 91696 3300 units AAPL 506022 506022 2000 units ADP 483400 483400 1500 units CSCO 68145 68145 750 units FISV 77055 77055 450 units GPN 51417 51417 300 units INTU 128250 128250 700 units MA 230069 230069 800 units MSFT 185704 185704 1300 units QCOM 152958 152958 1500 units SO 98220 98220 62274.719 units APHTX 1003868 1003868 10655 units RSP 1487012 1487012 11551.843 units PYODX 355219 355219 12054.509 units POLIX 425042 425042 6623 units SPYX 619449 619449 2100 units PHR 57372 57372 1961 units IJR 192021 192021 200 units IWM 36666 36666 700 units ACN 199514 199514 1400 units ALC 84952 84952 22932.122 units GSIMX 372188 372188 500 units LIN 148675 148675 800 units MDT 69872 69872 11186.252 units MINIX 442976 442976 1000 units NVO 108840 108840 2979.80 units RTO 92195 92195 31935.736 units WCMIX 588576 588576 2013.909 units MICHX 18447 18447 3797403 3797403 0 0 Unrealized Loss on Securities 3659362 Commonwealth of Massachusetts - Filing Fee 125 0 125 Bond Premium Amortization 630 630 0 Investment & Trustee Fees 114727 57394 57333 Excise Tax 15000 0 0 Foreign Tax 3173 3173 0