﻿<?xml version="1.0" encoding="utf-8"?>
<Return xmlns="http://www.irs.gov/efile" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:schemaLocation="http://www.irs.gov/efile" returnVersion="2013v3.0">
  <ReturnHeader binaryAttachmentCnt="0">
    <ReturnTs>2014-11-10T10:45:35-06:00</ReturnTs>
    <TaxPeriodEndDt>2013-12-31</TaxPeriodEndDt>
    <PreparerFirmGrp>
      <PreparerFirmEIN>273396508</PreparerFirmEIN>
      <PreparerFirmName>
        <BusinessNameLine1>LORING WOLCOTT &amp; COOLIDGE TRUST LLC</BusinessNameLine1>
      </PreparerFirmName>
      <PreparerUSAddress>
        <AddressLine1>230 CONGRESS STREET</AddressLine1>
        <City>BOSTON</City>
        <State>MA</State>
        <ZIPCode>021102437</ZIPCode>
      </PreparerUSAddress>
    </PreparerFirmGrp>
    <ReturnTypeCd>990PF</ReturnTypeCd>
    <TaxPeriodBeginDt>2013-01-01</TaxPeriodBeginDt>
    <Filer>
      <EIN>046864032</EIN>
      <BusinessName>
        <BusinessNameLine1>THE PERLS FOUNDATION 90150376</BusinessNameLine1>
        <BusinessNameLine2>KATHERINE PERLS ET AL TRUSTEES</BusinessNameLine2>
      </BusinessName>
      <BusinessNameControlTxt>PERL</BusinessNameControlTxt>
      <PhoneNum>6175236531</PhoneNum>
      <USAddress>
        <AddressLine1>LORING WOLCOTT COOLIDGE 230</AddressLine1>
        <AddressLine2>CONGRESS ST</AddressLine2>
        <City>BOSTON</City>
        <State>MA</State>
        <ZIPCode>02110</ZIPCode>
      </USAddress>
    </Filer>
    <BusinessOfficerGrp>
      <PersonNm>KATHERINE PERLS</PersonNm>
      <PersonTitleTxt>TRUSTEE</PersonTitleTxt>
      <PhoneNum>6175236531</PhoneNum>
      <SignatureDt>2014-11-04</SignatureDt>
      <DiscussWithPaidPreparerInd>1</DiscussWithPaidPreparerInd>
    </BusinessOfficerGrp>
    <PreparerPersonGrp>
      <PreparerPersonNm>RICHARD TOUGAS</PreparerPersonNm>
      <PTIN>P01082429</PTIN>
      <PhoneNum>6175236531</PhoneNum>
    </PreparerPersonGrp>
    <TaxYr>2013</TaxYr>
    <BuildTS>2015-12-30 17:16:21Z</BuildTS>
  </ReturnHeader>
  <ReturnData documentCount="10">
    <IRS990PF documentId="RetDoc1235000001">
      <Organization501c3ExemptPFInd>X</Organization501c3ExemptPFInd>
      <FMVAssetsEOYAmt>19903092</FMVAssetsEOYAmt>
      <MethodOfAccountingCashInd>X</MethodOfAccountingCashInd>
      <AnalysisOfRevenueAndExpenses>
        <ScheduleBNotRequiredInd>X</ScheduleBNotRequiredInd>
        <InterestOnSavRevAndExpnssAmt>40701</InterestOnSavRevAndExpnssAmt>
        <InterestOnSavNetInvstIncmAmt>40990</InterestOnSavNetInvstIncmAmt>
        <DividendsRevAndExpnssAmt>377918</DividendsRevAndExpnssAmt>
        <DividendsNetInvstIncmAmt>365293</DividendsNetInvstIncmAmt>
        <NetGainSaleAstRevAndExpnssAmt referenceDocumentId="RetDoc2213400001">342501</NetGainSaleAstRevAndExpnssAmt>
        <GrossSalesPriceAmt>4595704</GrossSalesPriceAmt>
        <CapGainNetIncmNetInvstIncmAmt>343161</CapGainNetIncmNetInvstIncmAmt>
        <OtherIncomeRevAndExpnssAmt referenceDocumentId="RetDoc2001500001">-26609</OtherIncomeRevAndExpnssAmt>
        <OtherIncomeNetInvstIncmAmt>-12017</OtherIncomeNetInvstIncmAmt>
        <TotalRevAndExpnssAmt>734511</TotalRevAndExpnssAmt>
        <TotalNetInvstIncmAmt>737427</TotalNetInvstIncmAmt>
        <CompOfcrDirTrstRevAndExpnssAmt>115000</CompOfcrDirTrstRevAndExpnssAmt>
        <CompOfcrDirTrstNetInvstIncmAmt>0</CompOfcrDirTrstNetInvstIncmAmt>
        <CompOfcrDirTrstDsbrsChrtblAmt>115000</CompOfcrDirTrstDsbrsChrtblAmt>
        <AccountingFeesRevAndExpnssAmt referenceDocumentId="RetDoc2002200001">16780</AccountingFeesRevAndExpnssAmt>
        <AccountingFeesNetInvstIncmAmt>16780</AccountingFeesNetInvstIncmAmt>
        <AccountingFeesChrtblPrpsAmt>0</AccountingFeesChrtblPrpsAmt>
        <OtherProfFeesRevAndExpnssAmt referenceDocumentId="RetDoc2002300001">74307</OtherProfFeesRevAndExpnssAmt>
        <OtherProfFeesNetInvstIncmAmt>68232</OtherProfFeesNetInvstIncmAmt>
        <OtherProfFeesDsbrsChrtblAmt>6075</OtherProfFeesDsbrsChrtblAmt>
        <TaxesRevAndExpnssAmt referenceDocumentId="RetDoc2002500001">32385</TaxesRevAndExpnssAmt>
        <TaxesNetInvstIncmAmt>9754</TaxesNetInvstIncmAmt>
        <TaxesDsbrsChrtblAmt>0</TaxesDsbrsChrtblAmt>
        <OtherExpensesRevAndExpnssAmt referenceDocumentId="RetDoc2003200001">99966</OtherExpensesRevAndExpnssAmt>
        <OtherExpensesNetInvstIncmAmt>98839</OtherExpensesNetInvstIncmAmt>
        <OtherExpensesDsbrsChrtblAmt>1127</OtherExpensesDsbrsChrtblAmt>
        <TotOprExpensesRevAndExpnssAmt>338438</TotOprExpensesRevAndExpnssAmt>
        <TotOprExpensesNetInvstIncmAmt>193605</TotOprExpensesNetInvstIncmAmt>
        <TotOprExpensesDsbrsChrtblAmt>122202</TotOprExpensesDsbrsChrtblAmt>
        <ContriPaidRevAndExpnssAmt>759736</ContriPaidRevAndExpnssAmt>
        <ContriPaidDsbrsChrtblAmt>759736</ContriPaidDsbrsChrtblAmt>
        <TotalExpensesRevAndExpnssAmt>1098174</TotalExpensesRevAndExpnssAmt>
        <TotalExpensesNetInvstIncmAmt>193605</TotalExpensesNetInvstIncmAmt>
        <TotalExpensesDsbrsChrtblAmt>881938</TotalExpensesDsbrsChrtblAmt>
        <ExcessRevenueOverExpensesAmt>-363663</ExcessRevenueOverExpensesAmt>
        <NetInvestmentIncomeAmt>543822</NetInvestmentIncomeAmt>
      </AnalysisOfRevenueAndExpenses>
      <Form990PFBalanceSheetsGrp>
        <CashBOYAmt>10704</CashBOYAmt>
        <CashEOYAmt>1380</CashEOYAmt>
        <CashEOYFMVAmt>1380</CashEOYFMVAmt>
        <SavAndTempCashInvstBOYAmt>3230000</SavAndTempCashInvstBOYAmt>
        <SavAndTempCashInvstEOYAmt>2666000</SavAndTempCashInvstEOYAmt>
        <SavAndTempCashInvstEOYFMVAmt>2666000</SavAndTempCashInvstEOYFMVAmt>
        <AcctRcvblAmt>1000000</AcctRcvblAmt>
        <AcctRcvblBOYAmt>1000000</AcctRcvblBOYAmt>
        <AcctRcvblEOYAmt>1000000</AcctRcvblEOYAmt>
        <AcctRcvblEOYFMVAmt>1000000</AcctRcvblEOYFMVAmt>
        <USGovernmentObligationsBOYAmt>0</USGovernmentObligationsBOYAmt>
        <USGovernmentObligationsEOYAmt referenceDocumentId="RetDoc2210400001">3498548</USGovernmentObligationsEOYAmt>
        <USGovtObligationsEOYFMVAmt>3500140</USGovtObligationsEOYFMVAmt>
        <CorporateStockBOYAmt>8303149</CorporateStockBOYAmt>
        <CorporateStockEOYAmt referenceDocumentId="RetDoc2018900001">4675847</CorporateStockEOYAmt>
        <CorporateStockEOYFMVAmt>7715529</CorporateStockEOYFMVAmt>
        <OtherInvestmentsBOYAmt>4678523</OtherInvestmentsBOYAmt>
        <OtherInvestmentsEOYAmt referenceDocumentId="RetDoc2018100001">5016938</OtherInvestmentsEOYAmt>
        <OtherInvestmentsEOYFMVAmt>5020043</OtherInvestmentsEOYFMVAmt>
        <LandBldgEquipCostOrOtherBssAmt>3755</LandBldgEquipCostOrOtherBssAmt>
        <LandBldgEquipAccumDeprecAmt>3755</LandBldgEquipAccumDeprecAmt>
        <TotalAssetsBOYAmt>17222376</TotalAssetsBOYAmt>
        <TotalAssetsEOYAmt>16858713</TotalAssetsEOYAmt>
        <TotalAssetsEOYFMVAmt>19903092</TotalAssetsEOYFMVAmt>
        <TotalLiabilitiesBOYAmt>0</TotalLiabilitiesBOYAmt>
        <TotalLiabilitiesEOYAmt>0</TotalLiabilitiesEOYAmt>
        <OrgDoesNotFollowSFAS117Ind>X</OrgDoesNotFollowSFAS117Ind>
        <CapitalStockBOYAmt>0</CapitalStockBOYAmt>
        <CapitalStockEOYAmt>0</CapitalStockEOYAmt>
        <AdditionalPaidInCapitalBOYAmt>0</AdditionalPaidInCapitalBOYAmt>
        <AdditionalPaidInCapitalEOYAmt>0</AdditionalPaidInCapitalEOYAmt>
        <RetainedEarningBOYAmt>17222376</RetainedEarningBOYAmt>
        <RetainedEarningEOYAmt>16858713</RetainedEarningEOYAmt>
        <TotNetAstOrFundBalancesBOYAmt>17222376</TotNetAstOrFundBalancesBOYAmt>
        <TotNetAstOrFundBalancesEOYAmt>16858713</TotNetAstOrFundBalancesEOYAmt>
        <TotalLiabilitiesNetAstBOYAmt>17222376</TotalLiabilitiesNetAstBOYAmt>
        <TotalLiabilitiesNetAstEOYAmt>16858713</TotalLiabilitiesNetAstEOYAmt>
      </Form990PFBalanceSheetsGrp>
      <ChgInNetAssetsFundBalancesGrp>
        <TotNetAstOrFundBalancesBOYAmt>17222376</TotNetAstOrFundBalancesBOYAmt>
        <ExcessRevenueOverExpensesAmt>-363663</ExcessRevenueOverExpensesAmt>
        <OtherIncreasesAmt>0</OtherIncreasesAmt>
        <SubtotalAmt>16858713</SubtotalAmt>
        <OtherDecreasesAmt>0</OtherDecreasesAmt>
        <TotNetAstOrFundBalancesEOYAmt>16858713</TotNetAstOrFundBalancesEOYAmt>
      </ChgInNetAssetsFundBalancesGrp>
      <CapGainsLossTxInvstIncmDetail>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>PUBLICLY TRADED SECURITIES</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <GrossSalesPriceAmt>61749</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>57857</CostOrOtherBasisAmt>
          <GainOrLossAmt>3892</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>3892</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>PUBLICLY TRADED SECURITIES</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <GrossSalesPriceAmt>4487285</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>4179794</CostOrOtherBasisAmt>
          <GainOrLossAmt>307491</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>307491</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>MICROVEST+PLUS, LP</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <CostOrOtherBasisAmt>37</CostOrOtherBasisAmt>
          <GainOrLossAmt>-37</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>-37</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>MICROVEST+PLUS, LP</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <CostOrOtherBasisAmt>157</CostOrOtherBasisAmt>
          <GainOrLossAmt>-157</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>-157</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>MICROVEST I SELF LIQUIDATING TRUST LP</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <GrossSalesPriceAmt>46291</GrossSalesPriceAmt>
          <GainOrLossAmt>46291</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>46291</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>PERSISTENT ENERGY PARTNERS FUND I LLC</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <CostOrOtherBasisAmt>631</CostOrOtherBasisAmt>
          <GainOrLossAmt>-631</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>-631</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>NON-CORE LIQUIDATION LLC</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <CostOrOtherBasisAmt>1227</CostOrOtherBasisAmt>
          <GainOrLossAmt>-1227</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>-1227</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>OUTSOURCED ASSETS LLC</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <CostOrOtherBasisAmt>950</CostOrOtherBasisAmt>
          <GainOrLossAmt>-950</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>-950</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>MICROVEST SHORT DURATION FUND, LP</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <GrossSalesPriceAmt>379</GrossSalesPriceAmt>
          <GainOrLossAmt>379</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>379</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>MICROVEST SHORT DURATION FUND, LP</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <CostOrOtherBasisAmt>2237</CostOrOtherBasisAmt>
          <GainOrLossAmt>-2237</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>-2237</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>NIA GLOBAL SOLUTIONS</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <CostOrOtherBasisAmt>25</CostOrOtherBasisAmt>
          <GainOrLossAmt>-25</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>-25</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>DWM INCOME FUNDS</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <CostOrOtherBasisAmt>1075</CostOrOtherBasisAmt>
          <GainOrLossAmt>-1075</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>-1075</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>DWM INCOME FUNDS</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <CostOrOtherBasisAmt>8553</CostOrOtherBasisAmt>
          <GainOrLossAmt>-8553</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>-8553</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapitalGainNetIncomeAmt>343161</CapitalGainNetIncomeAmt>
      </CapGainsLossTxInvstIncmDetail>
      <QlfyUndSect4940eReducedTaxGrp>
        <LiableSection4942TaxInd>0</LiableSection4942TaxInd>
        <AdjustedQlfyDistriYr1Amt>757396</AdjustedQlfyDistriYr1Amt>
        <NetVlNoncharitableAssetsYr1Amt>17947577</NetVlNoncharitableAssetsYr1Amt>
        <DistributionYr1Rt>0.042200</DistributionYr1Rt>
        <AdjustedQlfyDistriYr2Amt>699059</AdjustedQlfyDistriYr2Amt>
        <NetVlNoncharitableAssetsYr2Amt>18143802</NetVlNoncharitableAssetsYr2Amt>
        <DistributionYr2Rt>0.038529</DistributionYr2Rt>
        <AdjustedQlfyDistriYr3Amt>427282</AdjustedQlfyDistriYr3Amt>
        <NetVlNoncharitableAssetsYr3Amt>10304712</NetVlNoncharitableAssetsYr3Amt>
        <DistributionYr3Rt>0.041465</DistributionYr3Rt>
        <AdjustedQlfyDistriYr4Amt>420002</AdjustedQlfyDistriYr4Amt>
        <NetVlNoncharitableAssetsYr4Amt>8784996</NetVlNoncharitableAssetsYr4Amt>
        <DistributionYr4Rt>0.047809</DistributionYr4Rt>
        <AdjustedQlfyDistriYr5Amt>498535</AdjustedQlfyDistriYr5Amt>
        <NetVlNoncharitableAssetsYr5Amt>9330956</NetVlNoncharitableAssetsYr5Amt>
        <DistributionYr5Rt>0.053428</DistributionYr5Rt>
        <TotalDistributionRt>0.223431</TotalDistributionRt>
        <AverageDistributionRt>0.044686</AverageDistributionRt>
        <NetVlNoncharitableAssetsAmt>18550253</NetVlNoncharitableAssetsAmt>
        <AdjNetVlNoncharitableAssetsAmt>828937</AdjNetVlNoncharitableAssetsAmt>
        <NetInvestmentIncomePctAmt>5438</NetInvestmentIncomePctAmt>
        <AdjNonchrtblNetInvstIncmPctAmt>834375</AdjNonchrtblNetInvstIncmPctAmt>
        <QualifyingDistributionsAmt>881938</QualifyingDistributionsAmt>
      </QlfyUndSect4940eReducedTaxGrp>
      <ExciseTaxBasedOnInvstIncmGrp>
        <DomesticOrgMeetingSect4940eInd>X</DomesticOrgMeetingSect4940eInd>
        <InvestmentIncomeExciseTaxAmt>5438</InvestmentIncomeExciseTaxAmt>
        <TaxUnderSection511Amt>0</TaxUnderSection511Amt>
        <SubtotalAmt>5438</SubtotalAmt>
        <SubtitleATaxAmt>0</SubtitleATaxAmt>
        <TaxBasedOnInvestmentIncomeAmt>5438</TaxBasedOnInvestmentIncomeAmt>
        <EstimatedPlusOvpmtIncmTxAmt>7640</EstimatedPlusOvpmtIncmTxAmt>
        <AppliedToEsTaxAmt>12000</AppliedToEsTaxAmt>
        <TotalPaymentsAndCreditsAmt>19640</TotalPaymentsAndCreditsAmt>
        <OverpaymentAmt>14202</OverpaymentAmt>
        <AppliedToESTaxAmt>5440</AppliedToESTaxAmt>
        <RefundAmt>8762</RefundAmt>
      </ExciseTaxBasedOnInvstIncmGrp>
      <StatementsRegardingActyGrp>
        <LegislativePoliticalActyInd>0</LegislativePoliticalActyInd>
        <MoreThan100SpentInd>0</MoreThan100SpentInd>
        <Form1120POLFiledInd>0</Form1120POLFiledInd>
        <Section4955OrganizationTaxAmt>0</Section4955OrganizationTaxAmt>
        <Section4955ManagersTaxAmt>0</Section4955ManagersTaxAmt>
        <TaxReimbursedAmt>0</TaxReimbursedAmt>
        <ActivitiesNotPreviouslyRptInd>0</ActivitiesNotPreviouslyRptInd>
        <ChangesToArticlesOrBylawsInd>0</ChangesToArticlesOrBylawsInd>
        <UnrelatedBusIncmOverLimitInd>0</UnrelatedBusIncmOverLimitInd>
        <OrganizationDissolvedEtcInd>0</OrganizationDissolvedEtcInd>
        <Section508eRqrSatisfiedInd>1</Section508eRqrSatisfiedInd>
        <AtLeast5000InAssetsInd>1</AtLeast5000InAssetsInd>
        <OrgReportOrRegisterStateCd>MA</OrgReportOrRegisterStateCd>
        <Form990PFFiledWithAttyGenInd>1</Form990PFFiledWithAttyGenInd>
        <PrivateOperatingFoundationInd>0</PrivateOperatingFoundationInd>
        <NewSubstantialContributorsInd>0</NewSubstantialContributorsInd>
        <OwnControlledEntityInd>0</OwnControlledEntityInd>
        <DonorAdvisedFundInd>0</DonorAdvisedFundInd>
        <ComplyWithPublicInspRqrInd>1</ComplyWithPublicInspRqrInd>
        <WebsiteAddressTxt>N/A</WebsiteAddressTxt>
        <IndividualWithBooksNm>LORING WOLCOTT COOLIDGE TR LLC</IndividualWithBooksNm>
        <PhoneNum>6175236531</PhoneNum>
        <LocationOfBooksUSAddress>
          <AddressLine1>230 CONGRESS STREET</AddressLine1>
          <City>BOSTON</City>
          <State>MA</State>
          <ZIPCode>02110</ZIPCode>
        </LocationOfBooksUSAddress>
        <ForeignAccountsQuestionInd>0</ForeignAccountsQuestionInd>
      </StatementsRegardingActyGrp>
      <StatementsRegardingActy4720Grp>
        <SaleOrExchDisqualifiedPrsnInd>0</SaleOrExchDisqualifiedPrsnInd>
        <BrrwOrLendDisqualifiedPrsnInd>0</BrrwOrLendDisqualifiedPrsnInd>
        <FurnGoodsDisqualifiedPrsnInd>0</FurnGoodsDisqualifiedPrsnInd>
        <PayCompDisqualifiedPrsnInd>1</PayCompDisqualifiedPrsnInd>
        <TransferAstDisqualifiedPrsnInd>0</TransferAstDisqualifiedPrsnInd>
        <PaymentToGovernmentOfficialInd>0</PaymentToGovernmentOfficialInd>
        <ActsFailToQlfyAsExceptionsInd>0</ActsFailToQlfyAsExceptionsInd>
        <UncorrectedPriorActsInd>0</UncorrectedPriorActsInd>
        <UndistributedIncomePYInd>0</UndistributedIncomePYInd>
        <BusinessHoldingsInd>0</BusinessHoldingsInd>
        <JeopardyInvestmentsInd>0</JeopardyInvestmentsInd>
        <UncorrectedPYJeopardyInvstInd>0</UncorrectedPYJeopardyInvstInd>
        <InfluenceLegislationInd>0</InfluenceLegislationInd>
        <InfluenceElectionInd>0</InfluenceElectionInd>
        <GrantsToIndividualsInd>0</GrantsToIndividualsInd>
        <GrantsToOrganizationsInd>0</GrantsToOrganizationsInd>
        <NoncharitablePurposeInd>0</NoncharitablePurposeInd>
        <RcvFndsToPayPrsnlBnftCntrctInd>0</RcvFndsToPayPrsnlBnftCntrctInd>
        <PayPremiumsPrsnlBnftCntrctInd>0</PayPremiumsPrsnlBnftCntrctInd>
        <ProhibitedTaxShelterTransInd>0</ProhibitedTaxShelterTransInd>
      </StatementsRegardingActy4720Grp>
      <OfficerDirTrstKeyEmplInfoGrp>
        <OfficerDirTrstKeyEmplGrp>
          <PersonNm>KATHERINE M PERLS</PersonNm>
          <USAddress>
            <AddressLine1>C/O LWCT 230 CONGRESS ST</AddressLine1>
            <City>BOSTON</City>
            <State>MA</State>
            <ZIPCode>02110</ZIPCode>
          </USAddress>
          <TitleTxt>TRUSTEE</TitleTxt>
          <AverageHrsPerWkDevotedToPosRt>20.00</AverageHrsPerWkDevotedToPosRt>
          <CompensationAmt>25000</CompensationAmt>
          <EmployeeBenefitProgramAmt>0</EmployeeBenefitProgramAmt>
          <ExpenseAccountOtherAllwncAmt>0</ExpenseAccountOtherAllwncAmt>
        </OfficerDirTrstKeyEmplGrp>
        <OfficerDirTrstKeyEmplGrp>
          <PersonNm>LENNART C BRABERG</PersonNm>
          <USAddress>
            <AddressLine1>C/O LWCT 230 CONGRESS ST</AddressLine1>
            <City>BOSTON</City>
            <State>MA</State>
            <ZIPCode>02110</ZIPCode>
          </USAddress>
          <TitleTxt>TRUSTEE</TitleTxt>
          <AverageHrsPerWkDevotedToPosRt>40.00</AverageHrsPerWkDevotedToPosRt>
          <CompensationAmt>90000</CompensationAmt>
          <EmployeeBenefitProgramAmt>0</EmployeeBenefitProgramAmt>
          <ExpenseAccountOtherAllwncAmt>0</ExpenseAccountOtherAllwncAmt>
        </OfficerDirTrstKeyEmplGrp>
        <CompOfHghstPdEmplOrNONETxt>NONE</CompOfHghstPdEmplOrNONETxt>
        <OtherEmployeePaidOver50kCnt>0</OtherEmployeePaidOver50kCnt>
        <CompOfHghstPdCntrctOrNONETxt>NONE</CompOfHghstPdCntrctOrNONETxt>
        <ContractorPaidOver50kCnt>0</ContractorPaidOver50kCnt>
      </OfficerDirTrstKeyEmplInfoGrp>
      <SumOfProgramRelatedInvstGrp>
        <TotalAmt>0</TotalAmt>
      </SumOfProgramRelatedInvstGrp>
      <MinimumInvestmentReturnGrp>
        <AverageMonthlyFMVOfSecAmt>10857240</AverageMonthlyFMVOfSecAmt>
        <AverageMonthlyCashBalancesAmt>3129746</AverageMonthlyCashBalancesAmt>
        <FMVAllOtherNoncharitableAstAmt>4845758</FMVAllOtherNoncharitableAstAmt>
        <TotalFMVOfUnusedAssetsAmt>18832744</TotalFMVOfUnusedAssetsAmt>
        <ReductionClaimedAmt>0</ReductionClaimedAmt>
        <AcquisitionIndebtednessAmt>0</AcquisitionIndebtednessAmt>
        <AdjustedTotalFMVOfUnusedAstAmt>18832744</AdjustedTotalFMVOfUnusedAstAmt>
        <CashDeemedCharitableAmt>282491</CashDeemedCharitableAmt>
        <NetVlNoncharitableAssetsAmt>18550253</NetVlNoncharitableAssetsAmt>
        <MinimumInvestmentReturnAmt>927513</MinimumInvestmentReturnAmt>
      </MinimumInvestmentReturnGrp>
      <DistributableAmountGrp>
        <MinimumInvestmentReturnAmt>927513</MinimumInvestmentReturnAmt>
        <TaxBasedOnInvestmentIncomeAmt>5438</TaxBasedOnInvestmentIncomeAmt>
        <TotalTaxAmt>5438</TotalTaxAmt>
        <DistributableBeforeAdjAmt>922075</DistributableBeforeAdjAmt>
        <RecoveriesQualfiedDistriAmt>0</RecoveriesQualfiedDistriAmt>
        <DistributableBeforeDedAmt>922075</DistributableBeforeDedAmt>
        <DeductionFromDistributableAmt>0</DeductionFromDistributableAmt>
        <DistributableAsAdjustedAmt>922075</DistributableAsAdjustedAmt>
      </DistributableAmountGrp>
      <QualifyingDistriPartXIIGrp>
        <ExpensesAndContributionsAmt>881938</ExpensesAndContributionsAmt>
        <ProgramRelatedInvstTotalAmt>0</ProgramRelatedInvstTotalAmt>
        <QualifyingDistributionsAmt>881938</QualifyingDistributionsAmt>
        <PctSect4940eOrgNetInvstIncmAmt>5438</PctSect4940eOrgNetInvstIncmAmt>
        <AdjustedQualifyingDistriAmt>876500</AdjustedQualifyingDistriAmt>
      </QualifyingDistriPartXIIGrp>
      <UndistributedIncomeGrp>
        <DistributableAsAdjustedAmt>922075</DistributableAsAdjustedAmt>
        <UndistributedIncomePYAmt>759461</UndistributedIncomePYAmt>
        <TotalForPriorYearsAmt>0</TotalForPriorYearsAmt>
        <TotalExcessDistributionCyovAmt>0</TotalExcessDistributionCyovAmt>
        <QualifyingDistributionsAmt>881938</QualifyingDistributionsAmt>
        <AppliedToYear1Amt>759461</AppliedToYear1Amt>
        <AppliedToPriorYearsAmt>0</AppliedToPriorYearsAmt>
        <TreatedAsDistriFromCorpusAmt>0</TreatedAsDistriFromCorpusAmt>
        <AppliedToCurrentYearAmt>122477</AppliedToCurrentYearAmt>
        <RemainingDistriFromCorpusAmt>0</RemainingDistriFromCorpusAmt>
        <ExcessDistriCyovAppCYCorpusAmt>0</ExcessDistriCyovAppCYCorpusAmt>
        <ExcessDistributionCyovAppCYAmt>0</ExcessDistributionCyovAppCYAmt>
        <TotalCorpusAmt>0</TotalCorpusAmt>
        <PriorYearUndistributedIncmAmt>0</PriorYearUndistributedIncmAmt>
        <PriorYearDeficiencyOrTaxAmt>0</PriorYearDeficiencyOrTaxAmt>
        <Taxable1Amt>0</Taxable1Amt>
        <Taxable2Amt>0</Taxable2Amt>
        <UndistributedIncomeCYAmt>799598</UndistributedIncomeCYAmt>
        <CorpusDistri170b1EOr4942g3Amt>0</CorpusDistri170b1EOr4942g3Amt>
        <ExcessDistriCyovFromYr5Amt>0</ExcessDistriCyovFromYr5Amt>
        <ExcessDistriCyovToNextYrAmt>0</ExcessDistriCyovToNextYrAmt>
      </UndistributedIncomeGrp>
      <SupplementaryInformationGrp>
        <OnlyContriToPreselectedInd>X</OnlyContriToPreselectedInd>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1>UNIVERSITIES ALLIED FOR ESSENTIAL MEDICINES</BusinessNameLine1>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1>2625 ALCATRAZ AVE 180</AddressLine1>
            <City>BERKELEY</City>
            <State>CA</State>
            <ZIPCode>94705</ZIPCode>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>NONE</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>$125,000 IS TO BE USED FOR UAEM'S WORK IN THE AREAS OF ACCESS TO MEDICINES. THE REMAINING $55,000 IS RESTRICTED AND SHOULD BE USED FOR THE SALARY OF BOARD PRESIDENT/SENIOR POLICY ADVISOR RACHEL KIDDELL-MONROE.</GrantOrContributionPurposeTxt>
          <Amt>180000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1>THE FOOD PROJECT</BusinessNameLine1>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1>10 LEWIS STREET</AddressLine1>
            <City>LINCOLN</City>
            <State>MA</State>
            <ZIPCode>01773</ZIPCode>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>NONE</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>GENERAL PURPOSE</GrantOrContributionPurposeTxt>
          <Amt>2000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1>RAILS-TO-TRAILS CONSERVANCY</BusinessNameLine1>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1>2121 WARD CT NW 5TH FLOOR</AddressLine1>
            <City>WASHINGTON</City>
            <State>DC</State>
            <ZIPCode>20037</ZIPCode>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>NONE</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>GENERAL PURPOSE</GrantOrContributionPurposeTxt>
          <Amt>8919</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1>HAYMARKET PEOPLES FUND</BusinessNameLine1>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1>42 SEAVERNS AVENUE</AddressLine1>
            <City>JAMAICA PLAIN</City>
            <State>MA</State>
            <ZIPCode>02130</ZIPCode>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>NONE</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>GENERAL PURPOSE</GrantOrContributionPurposeTxt>
          <Amt>4000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1>CHARLES RIVER WATERSHED ASSOCIATION</BusinessNameLine1>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1>190 PARK ROAD</AddressLine1>
            <City>WESTON</City>
            <State>MA</State>
            <ZIPCode>02493</ZIPCode>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>NONE</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>GENERAL PURPOSE</GrantOrContributionPurposeTxt>
          <Amt>5000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1>INSTITUTE FOR POLICY STUDIES</BusinessNameLine1>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1>1112 16TH ST NW SUITE 600</AddressLine1>
            <City>WASHINGTON</City>
            <State>DC</State>
            <ZIPCode>200364823</ZIPCode>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>NONE</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>GENERAL PURPOSE</GrantOrContributionPurposeTxt>
          <Amt>7000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1>RESPONSIBLE WEALTH</BusinessNameLine1>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1>ONE MILK STREET 5TH FLOOR</AddressLine1>
            <City>BOSTON</City>
            <State>MA</State>
            <ZIPCode>02109</ZIPCode>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>NONE</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>GENERAL PURPOSE</GrantOrContributionPurposeTxt>
          <Amt>500</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1>UNITED FOR A FAIR ECONOMY</BusinessNameLine1>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1>ONE MILK STREET 5TH FLOOR</AddressLine1>
            <City>BOSTON</City>
            <State>MA</State>
            <ZIPCode>02109</ZIPCode>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>NONE</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>GENERAL PURPOSE</GrantOrContributionPurposeTxt>
          <Amt>500</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1>BOSTON LIVING CENTER</BusinessNameLine1>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1>965 MASSACHUSETTS AVENUE</AddressLine1>
            <City>BOSTON</City>
            <State>MA</State>
            <ZIPCode>02118</ZIPCode>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>NONE</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>GENERAL PURPOSE</GrantOrContributionPurposeTxt>
          <Amt>3000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1>PUBLIC CITIZEN FOUNDATION</BusinessNameLine1>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1>1600 20TH ST NW</AddressLine1>
            <City>WASHINGTON</City>
            <State>DC</State>
            <ZIPCode>20009</ZIPCode>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>NONE</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>$150,000 FOR PROJECTS IN THE AREA OF ACCESS TO MEDICINES AND $50,000 FOR HIRING A PART-TIME OR FULL-TIME ORGANIZER/WRITER FOR NIH ADVOCACY.</GrantOrContributionPurposeTxt>
          <Amt>200000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1>FOOD FOR FREE COMMITTEE INC</BusinessNameLine1>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1>11 INMAN STREET</AddressLine1>
            <City>CAMBRIDGE</City>
            <State>MA</State>
            <ZIPCode>02139</ZIPCode>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>NONE</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>GENERAL PURPOSE</GrantOrContributionPurposeTxt>
          <Amt>25000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1>BRAZIL FOUNDATION</BusinessNameLine1>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1>345 SEVENTH AVE 1401</AddressLine1>
            <City>NEW YORK</City>
            <State>NY</State>
            <ZIPCode>10001</ZIPCode>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>NONE</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>GENERAL PURPOSE</GrantOrContributionPurposeTxt>
          <Amt>3192</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1>INSTITUTE FOR KNOWLEDGE ECOLOGY</BusinessNameLine1>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1>1621 CONNECTICUT AVENUE NW SUITE</AddressLine1>
            <AddressLine2>500</AddressLine2>
            <City>WASHINGTON</City>
            <State>DC</State>
            <ZIPCode>20009</ZIPCode>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>NONE</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>$44,350 TOWARDS THE FUNDING OF A FULL-TIME RESEARCH ASSISTANT AND THE REMAINING $200,000 CONSTITUTES AN UNRESTRICTED GIFT.</GrantOrContributionPurposeTxt>
          <Amt>244350</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1>THE BUXTON FUND</BusinessNameLine1>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1>291 SOUTH STREET</AddressLine1>
            <City>WILLIAMSTOWN</City>
            <State>MA</State>
            <ZIPCode>01267</ZIPCode>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>NONE</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>GENERAL PURPOSE</GrantOrContributionPurposeTxt>
          <Amt>500</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1>GLOBE SANTA FUND</BusinessNameLine1>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1>PO BOX 55820</AddressLine1>
            <City>BOSTON</City>
            <State>MA</State>
            <ZIPCode>022055820</ZIPCode>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>NONE</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>GENERAL PURPOSE</GrantOrContributionPurposeTxt>
          <Amt>500</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1>HEALTH GAP GLOBAL ACCESS PROJECT</BusinessNameLine1>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1>429 WEST 127TH STREET 2ND FLOOR</AddressLine1>
            <City>NEW YORK</City>
            <State>NY</State>
            <ZIPCode>10027</ZIPCode>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>NONE</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>$75,000 GRANT TO BE USED TO ENGAGE A FULL TIME ADVOCACY PERSON FOR THEIR WORK IN ACCESS TO MEDICINES IN TRADE POLICIES.</GrantOrContributionPurposeTxt>
          <Amt>75000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1>SHARED INTEREST</BusinessNameLine1>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1>121 WEST 27 STREET SUITE 805</AddressLine1>
            <City>NEW YORK</City>
            <State>NY</State>
            <ZIPCode>10001</ZIPCode>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>NONE</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>GENERAL PURPOSE</GrantOrContributionPurposeTxt>
          <Amt>275</Amt>
        </GrantOrContributionPdDurYrGrp>
        <TotalGrantOrContriPdDurYrAmt>759736</TotalGrantOrContriPdDurYrAmt>
        <TotalGrantOrContriApprvFutAmt>0</TotalGrantOrContriApprvFutAmt>
      </SupplementaryInformationGrp>
      <AnalysisIncomeProducingActyGrp>
        <IntOnSavAndTempCashInvstGrp>
          <ExclusionCd>14</ExclusionCd>
          <ExclusionAmt>40701</ExclusionAmt>
        </IntOnSavAndTempCashInvstGrp>
        <DivAndIntFromSecPartVIIGrp>
          <ExclusionCd>14</ExclusionCd>
          <ExclusionAmt>377918</ExclusionAmt>
        </DivAndIntFromSecPartVIIGrp>
        <GainSalesAstOthThanInvntryGrp>
          <ExclusionCd>01</ExclusionCd>
          <ExclusionAmt>342501</ExclusionAmt>
        </GainSalesAstOthThanInvntryGrp>
        <OtherRevenueDescribedGrp>
          <Desc>2012 OP CREDITED TO 2013</Desc>
          <ExclusionCd>01</ExclusionCd>
          <ExclusionAmt>7640</ExclusionAmt>
        </OtherRevenueDescribedGrp>
        <OtherRevenueDescribedGrp>
          <Desc>MICROVEST I, LP</Desc>
          <ExclusionCd>01</ExclusionCd>
        </OtherRevenueDescribedGrp>
        <OtherRevenueDescribedGrp>
          <Desc>MICROVEST + PLUS, LP</Desc>
          <UnrelatedBusinessTaxblIncmAmt>-22232</UnrelatedBusinessTaxblIncmAmt>
          <ExclusionCd>01</ExclusionCd>
          <ExclusionAmt>-2690</ExclusionAmt>
        </OtherRevenueDescribedGrp>
        <OtherRevenueDescribedGrp>
          <Desc>DWM INCOME FUNDS</Desc>
          <ExclusionCd>01</ExclusionCd>
          <ExclusionAmt>-3134</ExclusionAmt>
        </OtherRevenueDescribedGrp>
        <OtherRevenueDescribedGrp>
          <Desc>MICROVEST SHORT DURATION FUND, LP</Desc>
          <ExclusionCd>01</ExclusionCd>
          <ExclusionAmt>-9003</ExclusionAmt>
        </OtherRevenueDescribedGrp>
        <OtherRevenueDescribedGrp>
          <Desc>MICRVEST I, LP</Desc>
          <ExclusionCd>01</ExclusionCd>
        </OtherRevenueDescribedGrp>
        <OtherRevenueDescribedGrp>
          <Desc>NON-CORE LIQUIDATION LLC</Desc>
          <ExclusionCd>01</ExclusionCd>
          <ExclusionAmt>2810</ExclusionAmt>
        </OtherRevenueDescribedGrp>
        <SubtotalsIncmProducingActyGrp>
          <UnrelatedBusinessTaxblIncmAmt>-22232</UnrelatedBusinessTaxblIncmAmt>
          <ExclusionAmt>756743</ExclusionAmt>
          <RelatedOrExemptFunctionIncmAmt>0</RelatedOrExemptFunctionIncmAmt>
        </SubtotalsIncmProducingActyGrp>
        <TotalIncomeProducingActyAmt>734511</TotalIncomeProducingActyAmt>
      </AnalysisIncomeProducingActyGrp>
      <TrnsfrTransRlnNonchrtblEOGrp>
        <TrnsfrOfCashToNonchrtblEOInd>0</TrnsfrOfCashToNonchrtblEOInd>
        <TrnsfrOtherAssetNonchrtblEOInd>0</TrnsfrOtherAssetNonchrtblEOInd>
        <SalesOrExchangesOfAssetsInd>0</SalesOrExchangesOfAssetsInd>
        <PurchaseOfAssetsNonchrtblEOInd>0</PurchaseOfAssetsNonchrtblEOInd>
        <RentalOfFacilitiesOthAssetsInd>0</RentalOfFacilitiesOthAssetsInd>
        <ReimbursementArrangementsInd>0</ReimbursementArrangementsInd>
        <LoansOrLoanGuaranteesInd>0</LoansOrLoanGuaranteesInd>
        <PerformanceOfServicesEtcInd>0</PerformanceOfServicesEtcInd>
        <SharingOfFacilitiesEtcInd>0</SharingOfFacilitiesEtcInd>
        <RelationshipsNonchrtblEOInd>0</RelationshipsNonchrtblEOInd>
      </TrnsfrTransRlnNonchrtblEOGrp>
    </IRS990PF>
    <AccountingFeesSchedule documentId="RetDoc2002200001">
      <AccountingFeesDetail>
        <CategoryTxt>LORING WOLCOTT &amp; COOLIDGE</CategoryTxt>
        <Amt>16780</Amt>
        <NetInvestmentIncomeAmt>16780</NetInvestmentIncomeAmt>
        <DisbursementsCharitablePrpsAmt>0</DisbursementsCharitablePrpsAmt>
      </AccountingFeesDetail>
    </AccountingFeesSchedule>
    <GainLossSaleOtherAssetsSch documentId="RetDoc2213400001">
      <GainLossSaleOtherAssetGrp>
        <AssetDesc>MICROVEST+PLUS, LP - UBTI</AssetDesc>
        <HowAcquiredTxt>PURCHASED</HowAcquiredTxt>
        <BasisAmt>534</BasisAmt>
        <SalesExpenseAmt>0</SalesExpenseAmt>
        <TotalNetAmt>-534</TotalNetAmt>
      </GainLossSaleOtherAssetGrp>
      <GainLossSaleOtherAssetGrp>
        <AssetDesc>MICROVEST+PLUS, LP - UBTI</AssetDesc>
        <HowAcquiredTxt>PURCHASED</HowAcquiredTxt>
        <BasisAmt>126</BasisAmt>
        <SalesExpenseAmt>0</SalesExpenseAmt>
        <TotalNetAmt>-126</TotalNetAmt>
      </GainLossSaleOtherAssetGrp>
    </GainLossSaleOtherAssetsSch>
    <InvestmentsCorpStockSchedule documentId="RetDoc2018900001">
      <InvestmentsCorporateStockGrp>
        <StockNm>1,050 CUMMINS INC</StockNm>
        <EOYBookValueAmt>119232</EOYBookValueAmt>
        <EOYFMVAmt>148019</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>1,225 PRAXAIR INC</StockNm>
        <EOYBookValueAmt>123315</EOYBookValueAmt>
        <EOYFMVAmt>159287</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>1,275 NOVO-NORDISK A/S ADR</StockNm>
        <EOYBookValueAmt>148165</EOYBookValueAmt>
        <EOYFMVAmt>235569</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>1,375 STERICYCLE INC</StockNm>
        <EOYBookValueAmt>120987</EOYBookValueAmt>
        <EOYFMVAmt>159734</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>1,495 FACTSET RESEARCH SYSTEMS INC</StockNm>
        <EOYBookValueAmt>141433</EOYBookValueAmt>
        <EOYFMVAmt>162327</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>1,575 ACCENTURE PLC</StockNm>
        <EOYBookValueAmt>100895</EOYBookValueAmt>
        <EOYFMVAmt>129496</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>1,620 PANERA BREAD CO</StockNm>
        <EOYBookValueAmt>183668</EOYBookValueAmt>
        <EOYFMVAmt>286238</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>1,725 STRYKER CORP</StockNm>
        <EOYBookValueAmt>43214</EOYBookValueAmt>
        <EOYFMVAmt>129617</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>1,725 THE FRESH MARKET INC</StockNm>
        <EOYBookValueAmt>70268</EOYBookValueAmt>
        <EOYFMVAmt>69863</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>1,850 DISCOVERY COMMUNICATIONS-A</StockNm>
        <EOYBookValueAmt>150158</EOYBookValueAmt>
        <EOYFMVAmt>167277</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>1,915 EMERSON ELECTRIC CO</StockNm>
        <EOYBookValueAmt>104727</EOYBookValueAmt>
        <EOYFMVAmt>134395</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>10,400 TOMRA SYSTEMS</StockNm>
        <EOYBookValueAmt>82351</EOYBookValueAmt>
        <EOYFMVAmt>96854</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>160 GOOGLE INC CL-A</StockNm>
        <EOYBookValueAmt>93863</EOYBookValueAmt>
        <EOYFMVAmt>179314</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>2,000 INTUIT</StockNm>
        <EOYBookValueAmt>119752</EOYBookValueAmt>
        <EOYFMVAmt>152640</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>2,300 NOVARTIS</StockNm>
        <EOYBookValueAmt>128484</EOYBookValueAmt>
        <EOYFMVAmt>184874</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>2,350 ROCHE HOLDINGS LTD SPONS ADR</StockNm>
        <EOYBookValueAmt>150118</EOYBookValueAmt>
        <EOYFMVAmt>164620</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>2,355 RECKITT BENCKISER GROUP PLC</StockNm>
        <EOYBookValueAmt>121266</EOYBookValueAmt>
        <EOYFMVAmt>186951</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>2,375 AARHUSKARLSHAMN</StockNm>
        <EOYBookValueAmt>58020</EOYBookValueAmt>
        <EOYFMVAmt>152352</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>2,440 DEERE &amp; CO</StockNm>
        <EOYBookValueAmt>149005</EOYBookValueAmt>
        <EOYFMVAmt>222845</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>2,550 COLGATE PALMOLIVE CO</StockNm>
        <EOYBookValueAmt>65694</EOYBookValueAmt>
        <EOYFMVAmt>166285</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>2,745 CHURCH &amp; DWIGHT CO</StockNm>
        <EOYBookValueAmt>99620</EOYBookValueAmt>
        <EOYFMVAmt>181938</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>2,760 STARBUCKS CORP</StockNm>
        <EOYBookValueAmt>69631</EOYBookValueAmt>
        <EOYFMVAmt>216356</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>2,785 AUTOMATIC DATA PROCESSING</StockNm>
        <EOYBookValueAmt>120246</EOYBookValueAmt>
        <EOYFMVAmt>225024</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>2,940 WHOLE FOODS MARKET</StockNm>
        <EOYBookValueAmt>93856</EOYBookValueAmt>
        <EOYFMVAmt>170020</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>24,639.857 DOMINI INTERNATIONAL SOCIAL EQUITY</StockNm>
        <EOYBookValueAmt>233961</EOYBookValueAmt>
        <EOYFMVAmt>201308</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>2475 QUALCOMM INC</StockNm>
        <EOYBookValueAmt>79659</EOYBookValueAmt>
        <EOYFMVAmt>183769</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>265 MASTERCARD INC</StockNm>
        <EOYBookValueAmt>71967</EOYBookValueAmt>
        <EOYFMVAmt>221397</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>3,130 UNITED NATURAL FOODS</StockNm>
        <EOYBookValueAmt>122951</EOYBookValueAmt>
        <EOYFMVAmt>235971</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>3,150 FASTENAL CO</StockNm>
        <EOYBookValueAmt>60648</EOYBookValueAmt>
        <EOYFMVAmt>149657</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>3,275 NOVOZYMES</StockNm>
        <EOYBookValueAmt>70156</EOYBookValueAmt>
        <EOYFMVAmt>138462</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>3,315 JARDINE MATHESON HOLDINGS LTD</StockNm>
        <EOYBookValueAmt>121175</EOYBookValueAmt>
        <EOYFMVAmt>173408</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>3,380 NIKE INC CLASS B</StockNm>
        <EOYBookValueAmt>138346</EOYBookValueAmt>
        <EOYFMVAmt>265803</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>375 APPLE INC.</StockNm>
        <EOYBookValueAmt>53122</EOYBookValueAmt>
        <EOYFMVAmt>210382</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>4,010 FISERV INC</StockNm>
        <EOYBookValueAmt>122000</EOYBookValueAmt>
        <EOYFMVAmt>236791</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>4,250 CANADIAN NATIONAL RAILWAY</StockNm>
        <EOYBookValueAmt>83755</EOYBookValueAmt>
        <EOYFMVAmt>242334</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>5,260 TJX COMPANIES INC</StockNm>
        <EOYBookValueAmt>132281</EOYBookValueAmt>
        <EOYFMVAmt>335220</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>5,450 CREE INC</StockNm>
        <EOYBookValueAmt>188881</EOYBookValueAmt>
        <EOYFMVAmt>340734</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>575 AIR PRODUCTS &amp; CHEMICALS INC</StockNm>
        <EOYBookValueAmt>38425</EOYBookValueAmt>
        <EOYFMVAmt>64273</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>7,350 UNILEVER PLC SPONSORED ADR</StockNm>
        <EOYBookValueAmt>235217</EOYBookValueAmt>
        <EOYFMVAmt>302820</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>745 INTL BUSINESS MACHINE CORP</StockNm>
        <EOYBookValueAmt>114096</EOYBookValueAmt>
        <EOYFMVAmt>139740</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>750 GRAINGER (WW) INC</StockNm>
        <EOYBookValueAmt>151239</EOYBookValueAmt>
        <EOYFMVAmt>191565</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
    </InvestmentsCorpStockSchedule>
    <InvestmentsGovtObligationsSch documentId="RetDoc2210400001">
      <USGovtObligationsBookVlEOYAmt>3498548</USGovtObligationsBookVlEOYAmt>
      <USGovtObligationsEOYFMVAmt>3500140</USGovtObligationsEOYFMVAmt>
      <StateLocalSecBookVlEOYAmt>0</StateLocalSecBookVlEOYAmt>
      <StateLocalSecEOYFMVAmt>0</StateLocalSecEOYFMVAmt>
    </InvestmentsGovtObligationsSch>
    <InvestmentsOtherSchedule2 documentId="RetDoc2018100001">
      <InvestmentsOtherGrp>
        <CategoryOrItemTxt>100,000 ACCION USA LOAN FUND 2.25% 12/05/15</CategoryOrItemTxt>
        <ListedAtCostOrFMVCd>AT COST</ListedAtCostOrFMVCd>
        <BookValueAmt>100000</BookValueAmt>
        <EOYFMVAmt>100000</EOYFMVAmt>
      </InvestmentsOtherGrp>
      <InvestmentsOtherGrp>
        <CategoryOrItemTxt>100,000 COASTAL ENTERPRISES CINI NOTES 2.5% 07/01/2018</CategoryOrItemTxt>
        <ListedAtCostOrFMVCd>AT COST</ListedAtCostOrFMVCd>
        <BookValueAmt>100000</BookValueAmt>
        <EOYFMVAmt>100000</EOYFMVAmt>
      </InvestmentsOtherGrp>
      <InvestmentsOtherGrp>
        <CategoryOrItemTxt>100,000 FEDERATION OF APPALACHIAN HOUSING ENTERPRISES 2.5% 06/24/2017</CategoryOrItemTxt>
        <ListedAtCostOrFMVCd>AT COST</ListedAtCostOrFMVCd>
        <BookValueAmt>100000</BookValueAmt>
        <EOYFMVAmt>100000</EOYFMVAmt>
      </InvestmentsOtherGrp>
      <InvestmentsOtherGrp>
        <CategoryOrItemTxt>100,000 WORKING CAPITAL FOR COMMUNITY NEEDS 5% 6/10/15</CategoryOrItemTxt>
        <ListedAtCostOrFMVCd>AT COST</ListedAtCostOrFMVCd>
        <BookValueAmt>100000</BookValueAmt>
        <EOYFMVAmt>100000</EOYFMVAmt>
      </InvestmentsOtherGrp>
      <InvestmentsOtherGrp>
        <CategoryOrItemTxt>113,427.91 BLUE ORCHARD FINANCE 7.936% 7/31/11</CategoryOrItemTxt>
        <ListedAtCostOrFMVCd>AT COST</ListedAtCostOrFMVCd>
        <BookValueAmt>113428</BookValueAmt>
        <EOYFMVAmt>113428</EOYFMVAmt>
      </InvestmentsOtherGrp>
      <InvestmentsOtherGrp>
        <CategoryOrItemTxt>200.00 NIA GLOBAL SOLUTIONS</CategoryOrItemTxt>
        <ListedAtCostOrFMVCd>AT COST</ListedAtCostOrFMVCd>
        <BookValueAmt>200000</BookValueAmt>
        <EOYFMVAmt>201582</EOYFMVAmt>
      </InvestmentsOtherGrp>
      <InvestmentsOtherGrp>
        <CategoryOrItemTxt>25,000 WORKING CAPITAL FOR COMMUNITY NEEDS, INC 3% 11/01/16</CategoryOrItemTxt>
        <ListedAtCostOrFMVCd>AT COST</ListedAtCostOrFMVCd>
        <BookValueAmt>25000</BookValueAmt>
        <EOYFMVAmt>25000</EOYFMVAmt>
      </InvestmentsOtherGrp>
      <InvestmentsOtherGrp>
        <CategoryOrItemTxt>250,000 BOSTON COMMUNITY CAPITAL SUN INITIATIVE</CategoryOrItemTxt>
        <ListedAtCostOrFMVCd>AT COST</ListedAtCostOrFMVCd>
        <BookValueAmt>250000</BookValueAmt>
        <EOYFMVAmt>250000</EOYFMVAmt>
      </InvestmentsOtherGrp>
      <InvestmentsOtherGrp>
        <CategoryOrItemTxt>250,000 FINCA 3.5% 4/6/16</CategoryOrItemTxt>
        <ListedAtCostOrFMVCd>AT COST</ListedAtCostOrFMVCd>
        <BookValueAmt>250000</BookValueAmt>
        <EOYFMVAmt>250000</EOYFMVAmt>
      </InvestmentsOtherGrp>
      <InvestmentsOtherGrp>
        <CategoryOrItemTxt>250,000 GLOBAL PARTNERSHIP SOCIAL INV FD 2010</CategoryOrItemTxt>
        <ListedAtCostOrFMVCd>AT COST</ListedAtCostOrFMVCd>
        <BookValueAmt>250000</BookValueAmt>
        <EOYFMVAmt>250000</EOYFMVAmt>
      </InvestmentsOtherGrp>
      <InvestmentsOtherGrp>
        <CategoryOrItemTxt>250,000 NEW HAMPSHIRE COMMUNITY LOAN 4% 6/30/15</CategoryOrItemTxt>
        <ListedAtCostOrFMVCd>AT COST</ListedAtCostOrFMVCd>
        <BookValueAmt>250000</BookValueAmt>
        <EOYFMVAmt>250000</EOYFMVAmt>
      </InvestmentsOtherGrp>
      <InvestmentsOtherGrp>
        <CategoryOrItemTxt>300,000 OIKOCREDIT WORLD P'SHIP 2% 12/01/2016</CategoryOrItemTxt>
        <ListedAtCostOrFMVCd>AT COST</ListedAtCostOrFMVCd>
        <BookValueAmt>300000</BookValueAmt>
        <EOYFMVAmt>300000</EOYFMVAmt>
      </InvestmentsOtherGrp>
      <InvestmentsOtherGrp>
        <CategoryOrItemTxt>50,000 SHARED INTEREST 2% 3/31/15</CategoryOrItemTxt>
        <ListedAtCostOrFMVCd>AT COST</ListedAtCostOrFMVCd>
        <BookValueAmt>50000</BookValueAmt>
        <EOYFMVAmt>50000</EOYFMVAmt>
      </InvestmentsOtherGrp>
      <InvestmentsOtherGrp>
        <CategoryOrItemTxt>50,000 SHOREBANK ENTERPRISE PACIFIC</CategoryOrItemTxt>
        <ListedAtCostOrFMVCd>AT COST</ListedAtCostOrFMVCd>
        <BookValueAmt>50000</BookValueAmt>
        <EOYFMVAmt>50000</EOYFMVAmt>
      </InvestmentsOtherGrp>
      <InvestmentsOtherGrp>
        <CategoryOrItemTxt>500,000 COMMUNITY REINV FD 4% 12/31/08</CategoryOrItemTxt>
        <ListedAtCostOrFMVCd>AT COST</ListedAtCostOrFMVCd>
        <BookValueAmt>500000</BookValueAmt>
        <EOYFMVAmt>500000</EOYFMVAmt>
      </InvestmentsOtherGrp>
      <InvestmentsOtherGrp>
        <CategoryOrItemTxt>DWM FUNDS S.C.A.- SICAV SIF</CategoryOrItemTxt>
        <ListedAtCostOrFMVCd>AT COST</ListedAtCostOrFMVCd>
        <BookValueAmt>323522</BookValueAmt>
        <EOYFMVAmt>296969</EOYFMVAmt>
      </InvestmentsOtherGrp>
      <InvestmentsOtherGrp>
        <CategoryOrItemTxt>GLOBAL PARTNERSHIPS MICROFINANCE FUND 2008</CategoryOrItemTxt>
        <ListedAtCostOrFMVCd>AT COST</ListedAtCostOrFMVCd>
        <BookValueAmt>150000</BookValueAmt>
        <EOYFMVAmt>150000</EOYFMVAmt>
      </InvestmentsOtherGrp>
      <InvestmentsOtherGrp>
        <CategoryOrItemTxt>MICROVEST I, LP</CategoryOrItemTxt>
        <ListedAtCostOrFMVCd>AT COST</ListedAtCostOrFMVCd>
        <BookValueAmt>105358</BookValueAmt>
        <EOYFMVAmt>105208</EOYFMVAmt>
      </InvestmentsOtherGrp>
      <InvestmentsOtherGrp>
        <CategoryOrItemTxt>MICROVEST II, LP</CategoryOrItemTxt>
        <ListedAtCostOrFMVCd>AT COST</ListedAtCostOrFMVCd>
        <BookValueAmt>446280</BookValueAmt>
        <EOYFMVAmt>479271</EOYFMVAmt>
      </InvestmentsOtherGrp>
      <InvestmentsOtherGrp>
        <CategoryOrItemTxt>MICROVEST PLUS LP</CategoryOrItemTxt>
        <ListedAtCostOrFMVCd>AT COST</ListedAtCostOrFMVCd>
        <BookValueAmt>377132</BookValueAmt>
        <EOYFMVAmt>391806</EOYFMVAmt>
      </InvestmentsOtherGrp>
      <InvestmentsOtherGrp>
        <CategoryOrItemTxt>MICROVEST SHORT DURATION FUND, LP</CategoryOrItemTxt>
        <ListedAtCostOrFMVCd>AT COST</ListedAtCostOrFMVCd>
        <BookValueAmt>874032</BookValueAmt>
        <EOYFMVAmt>862219</EOYFMVAmt>
      </InvestmentsOtherGrp>
      <InvestmentsOtherGrp>
        <CategoryOrItemTxt>NON-CORE LIQUIDATION LLC</CategoryOrItemTxt>
        <ListedAtCostOrFMVCd>AT COST</ListedAtCostOrFMVCd>
        <BookValueAmt>23763</BookValueAmt>
        <EOYFMVAmt>23485</EOYFMVAmt>
      </InvestmentsOtherGrp>
      <InvestmentsOtherGrp>
        <CategoryOrItemTxt>OUTSOURCED ASSETS, LLC</CategoryOrItemTxt>
        <ListedAtCostOrFMVCd>AT COST</ListedAtCostOrFMVCd>
        <BookValueAmt>56883</BookValueAmt>
        <EOYFMVAmt>52404</EOYFMVAmt>
      </InvestmentsOtherGrp>
      <InvestmentsOtherGrp>
        <CategoryOrItemTxt>PERSISTENT ENERGY PARTNERS FUND I, LLC</CategoryOrItemTxt>
        <ListedAtCostOrFMVCd>AT COST</ListedAtCostOrFMVCd>
        <BookValueAmt>21540</BookValueAmt>
        <EOYFMVAmt>18671</EOYFMVAmt>
      </InvestmentsOtherGrp>
    </InvestmentsOtherSchedule2>
    <OtherExpensesSchedule documentId="RetDoc2003200001">
      <OtherExpensesScheduleGrp>
        <Desc>MASS ANNUAL REPORT FORM PC</Desc>
        <RevenueAndExpensesPerBooksAmt>250</RevenueAndExpensesPerBooksAmt>
        <NetInvestmentIncomeAmt>0</NetInvestmentIncomeAmt>
        <DisbursementsCharitablePrpsAmt>250</DisbursementsCharitablePrpsAmt>
      </OtherExpensesScheduleGrp>
      <OtherExpensesScheduleGrp>
        <Desc>PORTFOLIO DEDUCTIONS - MICROVEST I SELF LIQUIDATING TRUST</Desc>
        <RevenueAndExpensesPerBooksAmt>1519</RevenueAndExpensesPerBooksAmt>
        <NetInvestmentIncomeAmt>1519</NetInvestmentIncomeAmt>
        <DisbursementsCharitablePrpsAmt>0</DisbursementsCharitablePrpsAmt>
      </OtherExpensesScheduleGrp>
      <OtherExpensesScheduleGrp>
        <Desc>PORTFOLIO DEDUCTIONS - MICROVEST II,LP K-1</Desc>
        <RevenueAndExpensesPerBooksAmt>14145</RevenueAndExpensesPerBooksAmt>
        <NetInvestmentIncomeAmt>14145</NetInvestmentIncomeAmt>
        <DisbursementsCharitablePrpsAmt>0</DisbursementsCharitablePrpsAmt>
      </OtherExpensesScheduleGrp>
      <OtherExpensesScheduleGrp>
        <Desc>PORTFOLIO DEDUCTIONS - MICROVEST SHORT DURATION</Desc>
        <RevenueAndExpensesPerBooksAmt>18143</RevenueAndExpensesPerBooksAmt>
        <NetInvestmentIncomeAmt>18143</NetInvestmentIncomeAmt>
        <DisbursementsCharitablePrpsAmt>0</DisbursementsCharitablePrpsAmt>
      </OtherExpensesScheduleGrp>
      <OtherExpensesScheduleGrp>
        <Desc>PORTFOLIO DEDUCTIONS - MICROVEST+PLUS, LP</Desc>
        <RevenueAndExpensesPerBooksAmt>24822</RevenueAndExpensesPerBooksAmt>
        <NetInvestmentIncomeAmt>24822</NetInvestmentIncomeAmt>
        <DisbursementsCharitablePrpsAmt>0</DisbursementsCharitablePrpsAmt>
      </OtherExpensesScheduleGrp>
      <OtherExpensesScheduleGrp>
        <Desc>PORTFOLIO DEDUCTIONS - DWM FUNDS S.C.A. - SICAV SIF</Desc>
        <RevenueAndExpensesPerBooksAmt>14538</RevenueAndExpensesPerBooksAmt>
        <NetInvestmentIncomeAmt>14538</NetInvestmentIncomeAmt>
        <DisbursementsCharitablePrpsAmt>0</DisbursementsCharitablePrpsAmt>
      </OtherExpensesScheduleGrp>
      <OtherExpensesScheduleGrp>
        <Desc>MISCELLANEOUS EXPENSE</Desc>
        <RevenueAndExpensesPerBooksAmt>877</RevenueAndExpensesPerBooksAmt>
        <NetInvestmentIncomeAmt>0</NetInvestmentIncomeAmt>
        <DisbursementsCharitablePrpsAmt>877</DisbursementsCharitablePrpsAmt>
      </OtherExpensesScheduleGrp>
      <OtherExpensesScheduleGrp>
        <Desc>INTEREST EXPENSE - DWM INCOME FUNDS, S.C.A.</Desc>
        <RevenueAndExpensesPerBooksAmt>3059</RevenueAndExpensesPerBooksAmt>
        <NetInvestmentIncomeAmt>3059</NetInvestmentIncomeAmt>
        <DisbursementsCharitablePrpsAmt>0</DisbursementsCharitablePrpsAmt>
      </OtherExpensesScheduleGrp>
      <OtherExpensesScheduleGrp>
        <Desc>INTEREST EXPENSE - MICROVEST+PLUS, LP</Desc>
        <RevenueAndExpensesPerBooksAmt>19013</RevenueAndExpensesPerBooksAmt>
        <NetInvestmentIncomeAmt>19013</NetInvestmentIncomeAmt>
        <DisbursementsCharitablePrpsAmt>0</DisbursementsCharitablePrpsAmt>
      </OtherExpensesScheduleGrp>
      <OtherExpensesScheduleGrp>
        <Desc>PORTFOLIO DEDUCTIONS - NON-CORE LIQUIDATION LLC</Desc>
        <RevenueAndExpensesPerBooksAmt>2367</RevenueAndExpensesPerBooksAmt>
        <NetInvestmentIncomeAmt>2367</NetInvestmentIncomeAmt>
        <DisbursementsCharitablePrpsAmt>0</DisbursementsCharitablePrpsAmt>
      </OtherExpensesScheduleGrp>
      <OtherExpensesScheduleGrp>
        <Desc>OUTSOURCED ASSETS LLC</Desc>
        <RevenueAndExpensesPerBooksAmt>983</RevenueAndExpensesPerBooksAmt>
        <NetInvestmentIncomeAmt>983</NetInvestmentIncomeAmt>
        <DisbursementsCharitablePrpsAmt>0</DisbursementsCharitablePrpsAmt>
      </OtherExpensesScheduleGrp>
      <OtherExpensesScheduleGrp>
        <Desc>PERSISTENT ENERGY PARTNERS FUND</Desc>
        <RevenueAndExpensesPerBooksAmt>250</RevenueAndExpensesPerBooksAmt>
        <NetInvestmentIncomeAmt>250</NetInvestmentIncomeAmt>
        <DisbursementsCharitablePrpsAmt>0</DisbursementsCharitablePrpsAmt>
      </OtherExpensesScheduleGrp>
    </OtherExpensesSchedule>
    <OtherIncomeSchedule2 documentId="RetDoc2001500001">
      <OtherIncomeDetail>
        <Desc>2012 OP CREDITED TO 2013</Desc>
        <RevenueAndExpensesPerBooksAmt>7640</RevenueAndExpensesPerBooksAmt>
        <AdjustedNetIncomeAmt>7640</AdjustedNetIncomeAmt>
      </OtherIncomeDetail>
      <OtherIncomeDetail>
        <Desc>MICROVEST + PLUS, LP</Desc>
        <RevenueAndExpensesPerBooksAmt>-24922</RevenueAndExpensesPerBooksAmt>
        <NetInvestmentIncomeAmt>-2690</NetInvestmentIncomeAmt>
        <AdjustedNetIncomeAmt>-24922</AdjustedNetIncomeAmt>
      </OtherIncomeDetail>
      <OtherIncomeDetail>
        <Desc>DWM INCOME FUNDS</Desc>
        <RevenueAndExpensesPerBooksAmt>-3134</RevenueAndExpensesPerBooksAmt>
        <NetInvestmentIncomeAmt>-3134</NetInvestmentIncomeAmt>
        <AdjustedNetIncomeAmt>-3134</AdjustedNetIncomeAmt>
      </OtherIncomeDetail>
      <OtherIncomeDetail>
        <Desc>MICROVEST SHORT DURATION FUND, LP</Desc>
        <RevenueAndExpensesPerBooksAmt>-9003</RevenueAndExpensesPerBooksAmt>
        <NetInvestmentIncomeAmt>-9003</NetInvestmentIncomeAmt>
        <AdjustedNetIncomeAmt>-9003</AdjustedNetIncomeAmt>
      </OtherIncomeDetail>
      <OtherIncomeDetail>
        <Desc>NON-CORE LIQUIDATION LLC</Desc>
        <RevenueAndExpensesPerBooksAmt>2810</RevenueAndExpensesPerBooksAmt>
        <NetInvestmentIncomeAmt>2810</NetInvestmentIncomeAmt>
        <AdjustedNetIncomeAmt>2810</AdjustedNetIncomeAmt>
      </OtherIncomeDetail>
    </OtherIncomeSchedule2>
    <OtherProfessionalFeesSchedule documentId="RetDoc2002300001">
      <OtherProfessionalFeesDetail>
        <CategoryTxt>LWC FIDUCIARY ADVISORS</CategoryTxt>
        <Amt>68232</Amt>
        <NetInvestmentIncomeAmt>68232</NetInvestmentIncomeAmt>
        <DisbursementsCharitablePrpsAmt>0</DisbursementsCharitablePrpsAmt>
      </OtherProfessionalFeesDetail>
      <OtherProfessionalFeesDetail>
        <CategoryTxt>LORING WOLCOTT &amp; COOLIDGE TAX PREPARATION</CategoryTxt>
        <Amt>6075</Amt>
        <NetInvestmentIncomeAmt>0</NetInvestmentIncomeAmt>
        <DisbursementsCharitablePrpsAmt>6075</DisbursementsCharitablePrpsAmt>
      </OtherProfessionalFeesDetail>
    </OtherProfessionalFeesSchedule>
    <TaxesSchedule documentId="RetDoc2002500001">
      <TaxesDetail>
        <CategoryTxt>FOREIGN TAXES PAID</CategoryTxt>
        <Amt>9745</Amt>
        <NetInvestmentIncomeAmt>9754</NetInvestmentIncomeAmt>
        <DisbursementsCharitablePrpsAmt>0</DisbursementsCharitablePrpsAmt>
      </TaxesDetail>
      <TaxesDetail>
        <CategoryTxt>2012 EXCISE TAX EXTENSION</CategoryTxt>
        <Amt>15000</Amt>
        <NetInvestmentIncomeAmt>0</NetInvestmentIncomeAmt>
        <DisbursementsCharitablePrpsAmt>0</DisbursementsCharitablePrpsAmt>
      </TaxesDetail>
      <TaxesDetail>
        <CategoryTxt>2012 OVERPAYMENT CREDITED TO 2013 FORM 990-PF</CategoryTxt>
        <Amt>7640</Amt>
        <NetInvestmentIncomeAmt>0</NetInvestmentIncomeAmt>
        <DisbursementsCharitablePrpsAmt>0</DisbursementsCharitablePrpsAmt>
      </TaxesDetail>
    </TaxesSchedule>
  </ReturnData>
</Return>