2020-11-10T12:20:55-06:00 2020-06-30 010494526 Baker Newman & Noyes PO Box 507 Portland ME 04112 990PF 2019-07-01 043447397 Cecile Higginson Murphy Charitable Foundation CECI 6172484760 Choate LLP PO Box 961019 Boston MA 02196 Kristin T Abati Trustee 6172484760 2020-10-23 1 Nicholas E Porto P01310283 2078792100 2020-10-23 208.105.168.164 2020-10-23 16:35:43 ED P 06B7489ABA98DAED5EEF3FC08E520D537C2DA3C6 B261A341A0332E9128504FBF56C59783CA685530 2019 2021-04-22 16:20:28Z X 7876146 X X 5424 5424 167124 167124 135184 4277645 135184 -2420 -3472 305312 304260 0 0 0 2400 1200 1200 72739 53827 18912 12929 4542 0 250 0 250 88318 59569 20362 283000 283000 371318 59569 303362 -66006 244691 366063 378888 378888 5181269 6161035 6161035 481064 617822 617822 1680413 718401 718401 7708809 7876146 7876146 0 0 X 5375464 5827765 0 0 2333345 2048381 7708809 7876146 7708809 7876146 7708809 -66006 233343 7876146 0 7876146 Publicly Traded Securities 4253499 4142461 111038 111038 Capital Gains Dividends P 24146 24146 24146 135184 0 299386 7087049 0.042244 277034 6775847 0.040886 272279 5926913 0.045939 280582 5515174 0.050875 403722 6062610 0.066592 0.246536 0.049307 7515458 370565 2447 373012 303362 4894 0 4894 0 4894 11600 0 0 11600 0 6706 6706 0 0 0 0 0 0 0 0 0 1 1 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 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 72739 0 0 7210365 371979 47563 7629907 0 0 7629907 114449 7515458 375773 375773 4894 4894 370879 0 370879 0 370879 303362 0 303362 0 303362 370879 164178 0 0 303362 164178 0 0 139184 0 0 0 0 0 0 0 0 231695 0 0 0 Cecile Higginson Murphy X Abington Public Schools 171 Adams Street Abington MA 02351 N/A PC 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 Autism Research Foundation 72 E Concord Street R1014 Boston MA 02118 N/A PC General Purpose 20000 Boston Symphony Orchestra 301 Mass Avenue Boston MA 021154557 N/A PC Boston Pops - Annual Fund 35000 Cradles To Crayons Inc 155 North Beacon Streeet Boston MA 02135 N/A PC General Purpose 5000 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 High School Travel Program 10000 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 Rehearsal for Life Inc 670 Centre Street Suite 8 Jamaica Plain MA 02130 N/A PC General Purpose 25000 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 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 283000 0 14 5424 14 167124 18 135184 Passthrough Income 523000 1052 -3472 1052 304260 0 305312 0 0 0 0 0 0 0 0 0 0 Tax Prep Fees 2400 1200 1200 3760.00 units Vanguard Intermediate Term Government Bond Fund 265343 265343 32367.22 units Fidelity Short-Term Treasury Bond Index Fund 352479 352479 25603.04 units Spyglass Growth Fund 416561 416561 62708.50 units Artisan Thematic Fund 1047859 1047859 14351.85 units Edgewood Growth Fund 635069 635069 2330.00 units iShares Core S&P 500 ETF 721578 721578 8345.00 units SPDR S&P 500 Fossil Fuel Free ETF 636807 636807 10233.98 units Matthews China Fund 219519 219519 5227.86 units Matthews Pacific Tiger Fund 143034 143034 19232.33 units MFS Int'l Intrinsic Value Fund I 927191 927191 46348.98 units WCM Focused International Growth Fund 916319 916319 4885.00 units Invesco S&P 500 Equal Weight ETF 497098 497098 11546.93 units Artisan High Income Fund FMV 105770 105770 26413.08 units Putnam Mortgage Copportunities Fund FMV 245113 245113 16570.39 units Semper MBS Total Return Fund FMV 143168 143168 16338.85 units Diamond Hill High Yield Fund FMV 176787 176787 1899 Opportunities Fund FMV 47563 47563 Massachusetts Filing Fee for Form PC 250 0 250 Passthrough Income -2420 -3472 -2420 Unrealized Gain on Investments 233343 Fiduciary Fees 72739 53827 18912 Excise Tax 8387 0 0 Foreign Taxes 4542 4542 0