2021-03-17T15:27:10-05:00 2020-12-31 010494526 Baker Newman & Noyes PO Box 507 Portland ME 04112 990PF 2020-01-01 046186166 Calderwood Charitable Foundation CALD 6172484760 Choate LLP PO Box 961019 Boston MA 02196 William A Lowell Trustee 6172484760 2021-03-01 1 William Lowell 999009999 Nicholas E Porto P01310283 2078792100 2021-03-01 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 11042159 X X 2396 2396 162387 162387 408642 8773154 408642 573425 573425 0 0 0 2950 1475 1475 110333 99300 11033 125 0 125 113408 100775 12633 2043166 2043166 2156574 100775 2055799 -1583149 472650 1597 532958 436710 436710 4450131 5888504 5888504 4665249 4140870 4140870 2133841 576075 576075 11783776 11042159 11042159 0 0 X 11783776 11042159 0 0 0 0 11783776 11042159 11783776 11042159 11783776 -1583149 841532 11042159 0 11042159 Publicly Traded Securities 8619806 8364512 255294 255294 Capital Gains Dividends P 153348 153348 153348 408642 6570 0 6570 0 6570 36186 0 0 0 36186 0 29616 29616 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 110333 0 0 10345803 425425 0 10771228 0 0 10771228 161568 10609660 530483 530483 6570 6570 523913 0 523913 0 523913 2055799 0 2055799 0 2055799 523913 0 0 455868 415082 4016402 3320141 8207493 2055799 0 0 0 523913 1531886 0 0 9739379 0 0 0 0 0 0 455868 9283511 415082 4016402 3320141 1531886 X 826 Boston Inc 3035 Washington Street Roxbury MA 02119 N/A PC General 100000 Grub Street Inc 162 Boylston Street 5th Floor Boston MA 02116 N/A PC General 600000 Wellesley College 106 Central Street Wellesley MA 02481 N/A PC General 1243166 WriteBoston 2300 Washington Street Roxbury MA 02119 N/A PC Teachers as Writers Project 100000 2043166 0 14 2396 14 162387 18 408642 0 573425 0 573425 0 0 0 0 0 0 0 0 0 0 Accounting Fees 2950 1475 1475 96824.594 units DFA Investment Grade Portfolio 1163832 1163832 20989.356 units Fidelity Short Term Treasury Bond Index Fund 227324 227324 51843.493 units Payden Absolute Return Bond Fund 521546 521546 11035.000 units Vanguard Intermediate Term Treasury ETF 766050 766050 Accrued Income from Fidelity Short Term Treasury Bond Index Fund 11 11 2860.000 units iShares 7-10 Year Treasury Bond ETF 343057 343057 16120.000 units Vanguard Intermediate Term Treasury ETF 1119050 1119050 7964.972 units Artisan Focus Fund 162246 162246 1104.151 units Edgewood Growth Fund 57162 57162 265.000 units Invesco S&P 500 Equal Weight ETF 33798 33798 20755.000 units Polen Growth Fund 95242 95242 825.000 units SPDR S&P 500 Fossil Fuel Free Reserves Free ETF 76708 76708 830.000 units Spyglass Growth Fund 18418 18418 2145.000 units GQG Partners International Opportunities Fund 38224 38224 1832.432 units MFS International Intrinsic Value Fund 99996 99996 3720.189 units WCM Focused International Growth Fund 92075 92075 870.000 units Matthews China Fund 23438 23438 42434.377 units Artisan Focus Fund 864388 864388 9649.989 units Edgewood Growth Fund 499580 499580 3150.000 units Invesco S&P 500 Equal Weight ETF 401751 401751 11570.000 units Polen Growth Fund 531063 531063 6745.000 units SPDR S&P 500 Fossil Fuel Reserves Free ETF 627150 627150 14112.115 units Spyglass Growth Fund 313148 313148 11307.732 units GQG Partners International Opportunities Fund 201504 201504 12900.315 units MFS International Intrinsic Value Fund 703970 703970 29452.798 units WCM Focused International Growth Fund 728957 728957 9023.828 units Matthews China Fund 243102 243102 2194.376 units Matthews Pacific Tiger Fund 76584 76584 5638.705 units Artisan High Income Fund FMV 57355 57355 4989.007 units Diamond Hill High Yield Return Fund FMV 56875 56875 18938.286 units Semper MBS Total Return Fund FMV 176018 176018 3497.981 units Artisan High Income Fund FMV 35542 35542 3127.552 units Diamond Hill High Yield Fund FMV 35654 35654 23094.850 units Semper MBS Total Return Fund FMV 214631 214631 MA Filing Fee 125 0 125 Unrealized Gains on Investments 841532 Invt Mgmt, Recordkeeping, Custody Fees 110333 99300 11033