2025-11-25T15:00:48-06:00 2025-07-31 010494526 Baker Newman & Noyes PO Box 507 Portland ME 04112 990PF 2024-08-01 316672883 Ruby W and Lavon P Linn Foundation RUBY 6172484760 Choate LLP PO Box 961019 Boston MA 02196 William A Lowell Trustee 6172484760 2025-11-19 1 0 Connor Smart P02285543 2078792100 2025-11-19 2024 2025-03-06 01:10:19Z X 68820965 X X 76987 76987 1170885 1170885 3577087 22323993 3577087 -198387 -164237 4626572 4660722 120000 90000 30000 4350 2175 2175 282159 35270 246889 28137 19386 0 12860 0 12860 447506 146831 291924 2667399 2667399 3114905 146831 2959323 1511667 4513891 1012526 1064251 1064251 0 2417280 2417280 51905587 52035420 52035420 4235483 8548904 8548904 8048303 4755110 4755110 65201899 68820965 68820965 0 0 X 65201899 68820965 0 0 0 0 65201899 68820965 65201899 68820965 65201899 1511667 2107399 68820965 0 68820965 Publicly Traded Securities 21151008 18746906 2404102 2404102 Pass-Through Partnership Interests P 77824 77824 77824 Capital Gains Dividends P 1095161 1095161 1095161 3577087 62743 0 62743 0 62743 31400 0 0 0 31400 X 1193 32536 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 Borek Choate Hall Stewart LLP Two Intl Place Boston MA 02110 Trustee 1.00 40000 0 0 Scott G Borek Choate Hall Stewart LLP Two Intl Place Boston MA 02110 Trustee 1.00 40000 0 0 William A Lowell Choate Hall Stewart LLP Two Intl Place Boston MA 02110 Trustee 1.00 40000 0 0 NONE 0 Choate Hall & Stewart LLP Two International Place Boston MA 02110 Inv Mgmt, Custody, Records, Grants Mgmt 282159 0 0 59969757 1773479 4935313 66678549 0 0 66678549 1000178 65678371 3283919 3283919 62743 62743 3221176 0 3221176 0 3221176 2959323 0 2959323 3221176 2221675 0 0 2959323 2221675 0 0 737648 0 0 0 0 0 0 0 0 2483528 0 0 0 X Caritas Communities 25 Braintree Hill Office Park 206 Braintree MA 02184 N/A PC General Support 250000 Community Systems 3 CedarHill Park Drive Plymouth MA 02360 N/A PC General Support 20000 Harvard Street Neighborhood Health Center 632 Blue Hill Avenue Boston MA 02121 N/A PC General Support 350000 Lazarus House Ministries PO Box 408 Lawrence MA 01842 N/A PC General Support 100000 Mount Vernon Ladies Association PO Box 110 Mount Vernon VA 22121 N/A PC General Support 100000 Northeastern University 360 Huntington Avenue Boston MA 02115 N/A PC General Support 949399 Perkins School for the Blind 175 North Beacon Street Watertown MA 02472 N/A PC General Support 40000 Plimoth Patuxent Museums 137 Warren Avenue Plymouth MA 02360 N/A PC General Support 208000 St Francis House 39 Boylston Street Boston MA 02116 N/A PC General Support 250000 The Home for Little Wanderers 72 East Dedham Street Boston MA 02118 N/A PC General Support 50000 USS Constitution Museum PO Box 291812 Boston MA 02129 N/A PC General Support 250000 Veterans Association of Bristol County 755 Pine Street Fall River MA 02720 N/A PC General Support 100000 2667399 0 14 76987 14 1170885 18 3577087 Partnership interests 523000 -34150 14 -164237 -34150 4660722 0 4626572 0 0 0 0 0 0 0 0 0 0 Tax preparation fees 4350 2175 2175 67519.758 units BrandywineGLOBAL High Yield Fund 688512 688512 547351.972 units DFA Investment Grade Portfolio 5539202 5539202 245628.530 units Payden Absolute Return Bond Fund 2321190 2321190 106653.856 units Artisan Focus Fund 2787932 2787932 199591.453 units GQG Partners International Opportunities Fund 4398996 4398996 45757.000 units iShares Core S&P 500 ETF 29051119 29051119 242281.184 units Nuveen International Equity Index Fund 6262969 6262969 154028.000 units Oakmark US Large Cap ETF 3983164 3983164 41120.000 units State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 2137006 2137006 130863.723 units WCM Focused International Growth Fund 3414234 3414234 2417280 2417280 0 0 1899 Opportunities Fund I, LLC FMV 3297441 3297441 1899 Opportunities Fund II, LLC FMV 1380660 1380660 1899 Opportunities Fund III, LLC FMV 36769 36769 Artisan China Post-Venture Offshore Fund FMV 40240 40240 MA Form PC filing fees 500 0 500 Website and information technology 12360 0 12360 Partnership interests -198387 -164237 -198387 Unrealized gain/(loss) on investments 2107399 Investment management and custody fees 282159 35270 246889 Excise taxes 8751 0 0 Foreign taxes on investment income 19386 19386 0