2022-10-04T10:56:57-05:00 2022-06-30 010494526 Baker Newman & Noyes PO Box 507 Portland ME 04112 990PF 2021-07-01 043447397 Cecile Higginson Murphy Charitable Foundation CECI 6172484760 Choate LLP PO Box 961019 Boston MA 02196 Kristin T Abati Trustee 6172484760 2022-09-30 1 Kristin Abati 999009999 Nicholas E Porto P01310283 2078792100 2022-09-30 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 48007033 X 48119928 1897 1897 1561579 1561579 2375611 13799140 2375611 -105168 -100185 51953847 3838902 0 0 0 2400 1200 1200 299055 221301 77754 33360 15020 0 70 0 70 334885 237521 79024 361000 361000 695885 237521 440024 51257962 3601381 26174 2425073 2425073 7633546 34060799 34060799 660130 7545712 7545712 1716213 3975449 3975449 10036063 48007033 48007033 0 0 X 7195378 -7692570 0 0 2840685 55699603 10036063 48007033 10036063 48007033 10036063 51257962 0 61294025 13286992 48007033 Publicly Traded Securities 2578942 2490156 88786 88786 Publicly Traded Securities 9888534 8933373 955161 955161 Passthrough from K-1 P 83366 83366 83366 Capital Gains Dividends P 1248298 1248298 1248298 2375611 50059 0 50059 0 50059 12600 0 0 0 12600 0 37459 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A Choate Hall Stewart 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 Charles A Cheever Choate Hall Stewart LLP Two Intl Place Boston MA 02110 Trustee 1.00 0 0 0 Kristin T Abati Choate Hall Stewart LLP Two Intl Place Boston MA 02110 Trustee 1.00 0 0 0 NONE 0 Choate Hall & Stewart Two International Place Boston MA 02110 Investment Management 299055 0 0 48809998 2561570 1794588 53166156 0 0 53166156 797492 52368664 2618433 2618433 50059 50059 2568374 0 2568374 0 2568374 440024 0 440024 2568374 328946 0 0 440024 328946 0 0 111078 0 0 0 0 0 0 0 0 2457296 0 0 0 X Abington Public Schools 1071 Washington Street Abington MA 02351 N/A GOV General Purpose 5000 ACE MV Inc 455 State Road PMB 105 Vineyard Haven MA 02568 N/A PC General Purpose 10000 Appalachian Mountain Club 10 City Square Boston MA 02129 N/A PC General Purpose 5000 Boston Symphony Orchestra 301 Mass Avenue Boston MA 021154557 N/A PC General Purpose 35000 Cradles To Crayons Inc 281 Newtonville Avenue Newton MA 02460 N/A PC General Purpose 24000 Habitat For Humanity Greater Boston Inc 240 Commercial Street 4th Floor Boston MA 02109 N/A PC General Purpose 50000 Palmer High School 4105 Main Street Palmer MA 01069 N/A GOV General Purpose 10000 Salvation Army 25 Shawmut Road Canton MA 02021 N/A PC General Purpose 10000 South Shore YMCA 141 Longwater Drive Suite 110 Norwell MA 02061 N/A PC South Shore Natural Science Center 5000 Thayer Academy 475 Washington Street Braintree MA 021845798 N/A PC General Purpose 2000 The Book Truck 733 Walnut Avenue Long Beach CA 90813 N/A PC General Purpose 20000 The Walden Woods Project 44 Baker Farm Road Lincoln MA 01773 N/A PC General Purpose 5000 World Vision PO Box 9716 Federal Way WA 98063 N/A PC General Purpose 10000 Sunflower of Peace Foundation PO Box 391044 Cambridge MA 02139 N/A PC General Purpose 10000 Women's Lunch Place PO Box 170900 Boston MA 02117 N/A PC General Purpose 25000 The Megan House Foundation 2100 Lakeview Avenue 9 Dracut MA 01826 N/A PC General Purpose 5000 New England Wildlife Center 500 Columbian Street South Weymouth MA 02190 N/A PC General Purpose 5000 Nature's Classroom 19 Harrington Road Charlton MA 01507 N/A PC General Purpose 5000 Operation USA 7421 Beverly Blvd Los Angeles CA 90036 N/A PC General Purpose 10000 Massachusetts General Hospital 125 Nashua Street Boston MA 02114 N/A PC General Purpose 20000 YouthBuild Boston 27 Centre Street Roxbury MA 02119 N/A PC General Purpose 10000 Haley House 23 Dartmouth Street Boston MA 02116 N/A PC General Purpose 10000 Kettering Children's Choir PO Box 292202 Kettering OH 45429 N/A PC General Purpose 20000 Lovin' Spoonfuls Inc 1304 Commonwealth Avenue Boston MA 02134 N/A PC General Purpose 25000 Merrimack Valley Food Bank 735 Broadway Street Lowell MA 01854 N/A PC General Purpose 25000 361000 0 14 1897 14 1561579 18 2375611 Passthrough Income 523000 -4983 -100185 -4983 3838902 0 3833919 0 0 0 0 0 0 0 0 0 0 X X 1 Cecile Higginson Murphy Irrevocable Trust Choate Hall Stewart LLP Two Intl Pl Boston MA 02110 48119928 X X 1 Publicly traded securities and private investments 47619928 2021-07-01 Tax Prep Fees 2400 1200 1200 24890.000 units Vanguard Intermediate-Term Treasury ETF 1522272 1522272 314855.000 units DFA Investment Grade Portfolio 3173738 3173738 50870.000 units Fidelity Conservative Income Bond Fund 508052 508052 10740.000 units iShares 0-3 Month Treasury Bond ETF 1075289 1075289 135295.000 units Payden Absolute Return Bond Fund 1266361 1266361 230407.607 units Artisan Focus Fund 3751036 3751036 48792.824 units Edgewood Growth Fund 1781426 1781426 19300.000 units Invesco S&P 500 Equal Weight ETF 2590639 2590639 45369.391 units Polen Growth Fund 1622863 1622863 8660.000 units SPDR S&P 500 Fossil Fuel Reserves Free ETF 798798 798798 75665.014 units GQG Partners International Opportunities Fund 1298412 1298412 99662.329 units MFS International Intrinsic Value Fund 4133993 4133993 192657.183 units WCM Focused International Growth Fund 3639294 3639294 58299.142 units Matthews China Fund 1039474 1039474 31950.000 units iShares Core S&P 500 ETF 12113843 12113843 14879.232 units Fidelity International Index Fund 592640 592640 53433.904 units Matthews China Small Companies Fund 698381 698381 1899 Opportunities Fund I FMV 1129490 1129490 1899 Opportunities Fund II FMV 82086 82086 Artisan China Post-Venture Offshore Fund FMV 733540 733540 Fontinalis Capital Partners III FMV 583012 583012 26041.633 units Artisan High Income Fund FMV 226447 226447 141963.852 units Semper MBS Total Return Fund FMV 1220874 1220874 Unrealized Loss on Investments 4137350 Book To Tax Adjustment on Donated Stock 9149642 Massachusetts Filing Fee for Form PC 70 0 70 Passthrough Income -105168 -100185 -105168 Fiduciary Fees 299055 221301 77754 Excise Tax 18307 0 0 Foreign Taxes 15020 15020 0 State UBI Tax 33 0 0