2021-09-24T14:10:55-05:00 2021-06-30 010494526 Baker Newman & Noyes PO Box 507 Portland ME 04112 990PF 2020-07-01 043447397 Cecile Higginson Murphy Charitable Foundation CECI 6172484760 Choate LLP PO Box 961019 Boston MA 02196 Kristin T Abati Trustee 6172484760 2021-09-21 1 Kristin Abati 999009999 Nicholas E Porto P01310283 2078792100 2021-09-21 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 10036063 X X 129 129 113954 113954 850662 4283188 850662 -6302 -6999 958443 957746 0 0 0 2400 1200 1200 82495 61046 21449 2515 2462 0 70 0 70 87480 64708 22719 312000 312000 399480 64708 334719 558963 893038 378888 26174 26174 6161035 7633546 7633546 617822 660130 660130 718401 1716213 1716213 7876146 10036063 10036063 0 0 X 5827765 7195378 0 0 2048381 2840685 7876146 10036063 7876146 10036063 7876146 558963 1600954 10036063 0 10036063 Publicly Traded Securities 4164803 3432526 732277 732277 Passthrough from K-1 P 947 947 947 Capital Gains Dividends P 117438 117438 117438 850662 12413 0 12413 0 12413 6706 0 0 0 6706 0 5707 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 Cecile Higginson Murphy Choate Hall Stewart LLP Two Intl Place Boston MA 02110 Trustee (Died Oct 2020) 1.00 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 82495 0 0 8618298 314865 89833 9022996 0 0 9022996 135345 8887651 444383 444383 12413 12413 431970 0 431970 0 431970 334719 0 334719 0 334719 431970 231695 0 0 334719 231695 0 0 103024 0 0 0 0 0 0 0 0 328946 0 0 0 Cecile Higginson Murphy X Abington Public Schools 171 Adams 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 8000 Appalachian Mountain Club 10 City Square Boston MA 02129 N/A PC Outdoors RX Program 10000 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 Project Bread - The Walk for Hunger Inc 145 Border Street East Boston MA 02128 N/A PC General Purpose 50000 Rebuilding Together PO Box 301209 Jamaica Plain MA 02130 N/A PC Serving Those Who Serve Initiative 8000 Rosie's Place 889 Harrison Avenue Boston MA 02118 N/A PC General Purpose 15000 Salvation Army Abington Unit 216 Centre Street Brockton MA 02303 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 TargetCancer 955 Massachusetts Avenue 343 Cambridge MA 02139 N/A PC General Purpose 100000 Thayer Academy 475 Washington Street Braintree MA 021845798 N/A PC General Purpose 2000 The Book Truck 14525 Weddington Street Sherman Oaks CA 91411 N/A PC General Purpose 20000 The Walden Woods Project 44 Baker Farm Road Lincoln MA 01773 N/A PC General Purpose 5000 312000 0 14 129 14 113954 18 850662 Passthrough Income 523000 697 -6999 697 957746 0 958443 0 0 0 0 0 0 0 0 0 0 Tax Prep Fees 2400 1200 1200 9735.000 units Vanguard Intermediate-Term Treasury ETF 660130 660130 58963.502 units Artisan Focus Fund 1294839 1294839 15918.824 units Edgewood Growth Fund 987445 987445 3470.000 units Invesco S&P 500 Equal Weight ETF 523033 523033 14199.303 units Polen Growth Fund 747593 747593 8660.000 units SPDR S&P 500 Fossil Fuel Reserves Free ETF 919172 919172 21688.040 units Spyglass Growth Fund 535478 535478 27495.000 units GQG Partners International Opportunities Fund 545226 545226 15307.327 units MFS International Intrinsic Value Fund 876344 876344 37683.982 units WCM Focused International Growth Fund 1031787 1031787 2681.883 units Matthews China Fund 77399 77399 2582.859 units Matthews Pacific Tiger Fund 95230 95230 1899 Opportunities Fund FMV 89833 89833 Artisan China Post-Venture Offshore Fund FMV 1125488 1125488 Fontinalis Capital Partners III FMV 326030 326030 4306.932 units Artisan High Income Return Fund FMV 44603 44603 13550.389 units Semper MBS Total Return Fund FMV 130259 130259 Massachusetts Filing Fee for Form PC 70 0 70 Passthrough Income -6302 -6999 -6302 Unrealized Gain on Investments 1600954 Fiduciary Fees 82495 61046 21449 Excise Tax 53 0 0 Foreign Taxes 2462 2462 0