2021-06-11T08:56:57-05:00 2020-12-31 042106505 NUTTER MCCLENNEN & FISH LLP SEAPORT WEST 155 SEAPORT BLVD BOSTON MA 022102604 990PF 2020-01-01 237423946 LINCOLN & THERESE FILENE FOUNDATION INC #0706176 LINC 6174392498 NUTTER MCCLENNEN FISH LLP POB 514 BOSTON MA 02205 PETER R BROWN TREASURER 6174392498 2021-06-03 1 PETER BROWN 999009999 P00567473 6174392503 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 28476127 X X 10811 10811 553358 553358 1397607 4679773 1605355 1961776 2169524 0 0 0 119539 77700 41839 75334 48967 26367 26234 1418 0 15 0 15 221122 128085 68221 1175100 1175100 1396222 128085 1243321 565554 2041439 500 15149 15149 2057418 2426557 2426557 1298906 646852 664922 7630010 8471461 21710724 3292681 3292199 3658775 14279515 14852218 28476127 0 0 X 12163601 12163601 0 0 2115914 2688617 14279515 14852218 14279515 14852218 14279515 565554 7149 14852218 0 14852218 550 SHS EXXON MOBIL CORP P 2020-01-01 2020-01-21 37351 1641 35710 35710 500 SHS INTERNATIONAL BUSINESS MACHINES P 2009-09-28 2020-01-21 68829 60700 8129 8129 350 SHS ABBVIE INC P 2005-02-22 2020-01-21 30775 8399 22376 22376 300 SHS APPLE INC P 2012-11-09 2020-01-21 95176 23039 72137 72137 2000 SHS INTERNATIONAL BUSINESS MACHINES P 2008-10-20 2020-01-21 275315 183462 91853 91853 2500 SHS EXXON MOBIL CORP P 2020-01-01 2020-02-25 138106 7457 130649 130649 1600 SHS ABBVIE INC P 2005-02-22 2020-02-25 145437 38397 107040 107040 200000 SHS US TREASURY NOTES 2 1/4 P 2018-05-07 2020-02-29 200000 199218 782 782 5500 SHS I-SHARES MSCI EAFE ETF P 2006-01-23 2020-03-24 275447 335126 -59679 -59679 4500 SHS I-SHARES MSCI EAFE ETF P 2005-08-09 2020-03-24 225365 248424 -23059 -23059 2450 SHS EXXON MOBIL CORP P 2020-01-01 2020-03-24 84278 7308 76970 76970 2000 SHS I-SHARES MSCI EAFE ETF P 2015-01-26 2020-03-24 100162 124240 -24078 -24078 16000 SHS GENERAL ELECTRIC CO P 2020-01-01 2020-03-24 110399 15734 94665 94665 2000 SHS CARRIER GLOBAL CORP P 2010-08-30 2020-04-21 28979 22641 6338 6338 1000 SHS OTIS WORLDWIDE CORP P 2010-08-30 2020-04-21 45973 33946 12027 12027 150000 SHS FEDERAL FARM CREDIT BANK P 2019-05-09 2020-05-08 150000 150000 0 0 1550 SHS ABBVIE INC P 2005-02-22 2020-05-26 142413 37197 105216 105216 9000 SHS WELLS FARGO & COMPANY P 1995-09-14 2020-06-23 246055 70255 175800 175800 600 SHS APPLE INC P 2012-11-09 2020-06-23 221599 46078 175521 175521 5700 SHS ROYAL DUTCH SHELL PLC P 2010-06-07 2020-06-23 198754 298418 -99664 -99664 500 SHS ROYAL DUTCH SHELL PLC P 2012-06-05 2020-06-23 17435 30869 -13434 -13434 500 SHS MICROSOFT CORP P 2003-01-27 2020-06-23 101288 12488 88800 88800 500 NEXTERA ENERGY INC P 2010-01-11 2020-06-23 121442 26779 94663 94663 2000 SHS WELLS FARGO & COMPANY P 2020-02-25 2020-06-23 54679 92220 -37541 -37541 1300 SHS ROYAL DUTCH SHELL PLC P 2010-08-30 2020-06-23 45330 69407 -24077 -24077 600 SHS JOHNSON & JOHNSON P 1989-03-21 2020-07-21 90317 3326 86991 86991 2000 SHS RAYTHEON TECHNOLOGIES CORP P 2010-08-30 2020-07-21 125608 75532 50076 50076 300000 SHS US TREASURY NOTES 2 1/8 P 2020-08-31 300000 302836 -2836 -2836 150000 SHS US TREASURY 2 1/8 P 2013-10-24 2020-08-31 150000 152438 -2438 -2438 150000 SHS US TREASURY 2 1/8 P 2014-06-17 2020-08-31 150000 150398 -398 -398 220 SHS NEXTERA ENERGY INC P 2020-09-29 62457 11783 50674 50674 1500 SHS ABBOTT LABORATORIES P 2020-09-29 158377 35281 123096 123096 4500 SHS DUNKIN BRANDS GROUP INC P 2020-10-28 454598 184560 270038 270038 0.986 SHS VIATRIS INC P 2020-12-03 17 9 8 8 1550 SHS VIATRIS INC P 2020-12-18 27812 14812 13000 13000 1605355 28376 0 28376 0 28376 23165 0 13000 0 36165 X 0 7789 7789 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A NUTTER MCCLENNEN FISH LLP 6174392000 SEAPORT WEST 155 SEAPORT BLVD BOSTON MA 022102604 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JASON D HILL 11106 RIVER TRENT COURT LEHIGH ACRES FL 33971 PRESIDENT 0.00 0 0 0 GILLIAN LAUTENBACH 367 AUBREY ROAD WYNNEWOOD PA 19096 VICE PRESIDENT 0.00 0 0 0 PETER R BROWN 155 SEAPORT BLVD BOSTON MA 02210 TREASURER/SECRETARY 0.00 0 0 0 J SCOTT LADD 129 MAPLE RIDGE DRIVE WITHROP ME 04364 ASSISTANT SECRETARY 0.00 0 0 0 NONE 0 NUTTER MCCLENNEN & FISH LLP SEAPORT WEST 155 SEAPORT BLVD BOSTON MA 02210 TRUSTEE, LEGAL & TAX PREPARATION FEES 194873 0 N/A 0 N/A 0 0 23376786 2290559 0 25667345 0 0 25667345 385010 25282335 1264117 1264117 28376 28376 1235741 7149 1242890 0 1242890 1243321 0 1243321 0 1243321 1242890 0 0 43296 81864 1926 127086 1243321 0 0 0 1242890 431 0 0 127517 0 0 0 0 0 0 43296 84221 81864 1926 431 ALANE H WALLIS C/O NUTTER MCCLENNEN FISH LLP 155 SEAPORT BLVD BOSTON MA 02110 6174392498 GUIDELINES AVAILABLE BY REQUEST 617-439-2458 OR @FILENEFOUNDATION.ORG MARCH 1 & SEPTEMBER 1 GRANTS LIMITED TO NEW ENGLAND 1)CIVIC EDUCATION 2)HUMAN DEVELOPEMENT 3)BROADCASTING 4)PERFORMING ARTS ASCENTRIA COMMUNITY SERVICES 11 SHATTUCK STREET WORCESTER MA 01605 NONE PUBLIC SURVIVORS OF EMPOWERMENT PROJECT 20000 BETH ISRAEL DEACONESS MEDICAL CENTER 330 BROOKLINE AVE BOSTON MA 02215 NONE PUBLIC GENERAL FUND 5000 BILL OF RIGHTS INSTITUTE 1310 NORTH COURTHOUSE RD 620 ARLINGTON VA 22201 NONE PUBLIC CONSTITUTIONAL SEMINARS IN BOSTON 25000 BIRD STREET COMMUNITY CENTER 500 COLUMBIA RD DORCHESTER MA 02125 NONE PUBLIC VIOLENCE PREVENTION PROGRAM 20000 BOSTON AREA RAPE CRISIS CENTER 99 BISHOP ALLEN DRIVE CAMBRIDGE MA 02139 NONE PUBLIC PROJECT "HOME SAFE" 15000 BOSTON EDUCATION DEVELOPMENT FOUNDATION INC 7 PALMER STREET ROXBURY MA 02119 NONE PUBLIC MAKING MUSIC MATTERS 10000 BOY'S AND GIRLS CLUB OF BOSTON 200 HIGH ST 3RD FLOOR BOSTON MA 02110 NONE PUBLIC LEARNING ENRICHMENT CENTER PROGRAM 15000 BOY'S AND GIRLS CLUB OF DORCHESTER 1135 DORCHESTER AVE DORCHESTER MA 02125 NONE PUBLIC SUPPORT OF MUSIC THERAPY PROGRAM 10000 CAMBRIDGE CENTER FOR ADULT EDUCATION 42 BRATTLE ST CAMBRIDGE MA 02138 NONE PUBLIC TANDEM LEARING PROGRAM & EMPOWERMENT INITIATIVES 15000 CASA MYRNA VAZQUEZ INC 451 BLUE HILL AVENUE BOSTON MA 02121 NONE PUBLIC CHILDRENS SERVICES 10000 CHELSEA COLLABORATIVE INC 318 BROADWAY CHELSEA MA 02150 NONE PUBLIC SUMMER YOUTH EMPLOYMENT INITIATIVE 15000 CHELSEA NEIGHBORHOOD DEVELOPERS INC 4 GERRISH AVE CHELSEA MA 02150 NONE PUBLIC FINANCIAL COACHING PROGRAM 40000 CODMAN ACADEMY FOUNDATION 637 WASHINGTON ST DORCHESTER MA 02124 NONE PUBLIC THEATRE ARTS PROGRAM 10000 COMBINED JEWISH PHILANTROPIES 126 HIGH ST BOSTON MA 02110 NONE PUBLIC GENERAL FUND 5000 COMMUNITY ART CENTER 119 WINDSOR STREET CAMBRIDGE MA 02139 NONE PUBLIC TEEN MEDIA PROGRAM 5000 DARTMOUTH COLLEGE 6066 DEVELOPMENT OFFICE HANOVER NH 03755 NONE PUBLIC ALUMNI FUND 100 DISCOVERING JUSTICE 1 COURTHOUSE WAY BOSTON MA 02210 NONE PUBLIC SUPPORT OF CHILDREN DISCOVERING JUSTICE 5000 DORCHESTER YOUTH COLLABORATIVE 1514 DORCHESTER AVE A DORCHESTER MA 02122 NONE PUBLIC WORKFORCE DEVELOPMENT 15000 ECONOMIC MOBILITY PATHWAYS 308 CONGRESS ST 5TH FLOOR BOSTON MA 02210 NONE PUBLIC ABBOT HOUSE -SUPPORTIVE HOUSING FOR YOUNG MOTHERS AND THEIR CHILDREN 20000 EMERGE INC 9180 RUMSEY RD SUITE D-2 COLUMBIA MD 21045 NONE PUBLIC SUPPORT OF RESPONSIBLE FATHERHOOD PROGRAM 10000 ENROOT 99 BISHOP ALLEN DR CAMBRIDGE MA 02139 NONE PUBLIC PROGRAMS FOR HIGH SCHOOL IMMIGRANTS 20000 EPIPHANY SCHOOL 154 CENTRE ST BOSTON MA 02124 NONE PUBLIC SUMMER INTENSIVE PROGRAM 10000 EVKIDS INC 218 ADAMS ST BOSTON MA 02122 NONE PUBLIC SUPPORT OF TUTORING PROGRAM 20000 FAMILY SERVICES OF THE MERRIMACK VALLEY 430 N CANAL ST LAWRENCE MA 01840 NONE PUBLIC SIEMPRE PAPA PROGRAM 10000 FRIENDS OF THE CHILDREN-BOSTON 184 DUDLEY ST SUITE 100 BOSTON MA 02119 NONE PUBLIC PROFESSIONAL MENTORING FOR HIGH-RISK YOUTH 15000 GENERATION CITIZEN INC 110 WALL ST 5TH FLOOR NEW YORK NY 10005 NONE PUBLIC TEACHER COHORT FOR BOSTON ACTION CIVICS 20000 HYDE SQUARE TASK FORCE 30 SUNNYSIDE ST BOSTON MA 02130 NONE PUBLIC SUPPORT OF MUSICIANS IN THE COMMUNITY 10000 ICIVICS 1035 CAMBRIDGE STREET SUITE 21B CAMBRIDGE MA 02141 NONE PUBLIC NEWS MEDIA & LITERACY PROGRAM 10000 INTERCOLLEGIATE STUDIES INSTITUTE 3901 CENTERVILLE ROAD WILMINGTON DE 19807 NONE PUBLIC GENERAL FUND 50000 JEREMIAH PROGRAM 130 WARREN ST BOSTON MA 02119 NONE PUBLIC SUPPORT OF PROMOTING SELF SUFFICIENCY FOR SINGLE MOTHERS 20000 JEWISH VOCATIONAL SERVICES 75 FEDERAL ST BOSTON MA 02110 NONE PUBLIC GENERAL FUND 35000 JOSIAH QUINCY ORCHESTRA PROGRAM LTD 885 WASHINGTON ST BOSTON MA 02111 NONE PUBLIC AFTER SCHOOL PROGRAM 10000 LA VIDA INC 120 MUNROE ST LYNN MA 01901 NONE PUBLIC LA VIDA SCHOLARS 10000 LAWRENCE FAMILY DEVELOPMENT 34 WEST ST LAWRENCE MA 01841 NONE PUBLIC SISU WORKFORCE DEVELOPMENT PROGRAM 20000 LEAGUE OF WOMEN VOTERS OF MASSACHUSETTS 90 CANAL ST 415 BOSTON MA 02114 NONE PUBLIC SUPPORT MASS VOTER ENGAGEMENT 2016 10000 LESLEY UNIVERSITY 29 EVERETT ST CAMBRIDGE MA 02138 NONE PUBLIC SUPPORT OF MUSIC THERAPY OROGRAM 10000 LOWELL'S BOAT SHOP 459 MAIN ST AMESBURY MA 01913 NONE PUBLIC SUPPORT OF WATERWAYS PROGRAM 10000 MAB COMMUNITY SERVICES 200 IVY ST BROOKLINE MA 02446 NONE PUBLIC ADULT DISABILITY SERVICES MUSIC THERAPY PROGRAM 10000 MUSICONNECTS 20 BELGRADE AVE ROSLINDALE MA 02131 NONE PUBLIC BOSTON PUBLIC SCHOOLS PROGRAMING 10000 MY LIFE MY CHOICE A PROGRAM OF JUSTICE RESOURCE 989 COMMONWEALTH AVENUE BOSTON MA 02215 NONE PUBLIC SURVIVOR MENTORING PROGRAM 20000 NOBLE AND GREENOUGH SCHOOL 10 CAMPUS DR DEDHAM MA 02026 NONE PUBLIC GENERAL FUND 15000 NORTHEASTERN UNIVERSITY MARINE SCIENCE CENTER 430 NAHANT RD NAHANT MA 01908 NONE PUBLIC FROM SEA TO SCHOOL 10000 PRIMARY SOURCE 63 PLEASANT STREET SUITE 220 WATERTOWN MA 02472 NONE PUBLIC ELEMENTARY CIVICS IN BOSTON PUBLIC SCHOOLS 15000 PROJECT CITIZEN 5115 DOUGLAS FIR ROAD SUITE J CALABASAS CA 91302 NONE PUBLIC SUPPORT OF CIVIC ENGAGEMENT FOR IMMIGRANTS 5000 READ TO A CHILD 20 WILLIAM ST G25 WELLESLEY MA 02481 NONE PUBLIC READ ALOUD MENTORING PROGRAM 15000 RIA HOUSE INC 330 COCHITUATE ROAD 1784 FRAMINGHAM MA 01701 NONE PUBLIC GENERAL FUND 25000 SCHOOL ON WHEELS OF MA 100 LAUREL ST 121 EAST BRIDGEWATER MA 02333 NONE PUBLIC PATHWAYS TO STUDENT SUCESS MENTORING PROGRAM 10000 SHELTER MUSIC BOSTON 1337 MASSACHUSETTS AVE 116 ARLINGTON MA 02476 NONE PUBLIC CLASSICAL MUSIC CONCERTS IN BOSTON AREA HOMELESS SHELTERS 12500 SKIDMORE COLLEGE 815 N BROADWAY SARATOGA SPRINGS NY 12866 NONE PUBLIC FILENE MUSIC SCHOLARSHIP/HELEN FILENE LADD CONCERT H 175000 SUFFOLK UNIVERSITY LAW SCHOOL 120 TREMONT ST BOSTON MA 02108 NONE PUBLIC THE MARSHALL-BRENNEN CONSTITUTIONAL LITERCY PROJECT 10000 TECH GOES HOME DIGITAL INCLUSION PROGRAMS 867 BOYLSTON STREET 5TH FLOOR BOSTON MA 02116 NONE PUBLIC GENERAL FUND 15000 TUFTS UNIVERSITY 419 BOSTON AVE MEDFORD MA 02155 NONE PUBLIC COMMUNITY MUSIC AT TUFTS 7500 UNITED WAY OF MASSACHUSETTS BAY AND MARRIMACK VALLEY 9 CHANNEL CENTER ST UNIT 500 BOSTON MA 02210 NONE PUBLIC GENERAL FUND 50000 WOLF TRAP FOUNDATION FOR THE PERFORMING ARTS 1551 TRAP RD VIENNA VA 22182 NONE PUBLIC BUILDING FUND, INTERNSHIP, OPERA & EARLY LEARNING 200000 WORCESTER YOUTH CENTER 326 CHANDLER ST WORCESTER MA 01602 NONE PUBLIC EXPANSION OF CAREER PREPARATION ROOM 10000 1175100 0 14 10811 14 553358 18 1397607 0 1961776 0 1961776 0 0 0 0 0 0 0 0 0 0 CORPORATE BONDS 3292199 3658775 STOCK 8471461 21710724 646852 664922 0 0 LEGAL FEES 119539 77700 41839 FILING FEES 15 0 15 REC'D FROM MORE BOSTON INC GIFT DATED NOVEMBER 11, 2018 7149 TRUSTEE COMPENSATION 75334 48967 26367 EXCISE TAX 250 0 0 FOREIGN TAX PAID 1418 1418 0 ESTIMATES 11583 0 0 2019 EXTENSION PAYMENT 12983 0 0