2026-09-10T13:27:29-05:00 2025-10-31 010494526 Baker Newman & Noyes 280 Fore Street Suite 500 Portland ME 04101 990PF 2024-11-01 046016303 Elisha V Ashton Trust UW ELIS 6172484760 Choate Hall Stewart LLP Two Int Boston MA 02110 Kristin T Abati Trustee 6172484760 2026-09-08 1 0 Connor Smart P02285543 6172484760 2026-09-08 2024 X 20692293 X X 101894 101894 415780 415780 457286 6465748 457286 1 1 974961 974961 31588 0 31588 5650 2825 2825 129202 129202 0 34906 4104 0 125 0 125 201471 136131 34538 997242 997242 1198713 136131 1031780 -223752 838830 761798 753027 753027 1610212 3880502 3880502 15427368 15261507 15261507 2127981 797257 797257 19927359 20692293 20692293 0 0 X 19927359 20692293 0 0 0 0 19927359 20692293 19927359 20692293 19927359 -223752 988686 20692293 0 20692293 Publicly Traded Securities P 6363098 6008462 354636 354636 Capital Gains Dividends P 102650 102650 102650 457286 11660 0 11660 0 11660 23920 0 0 0 23920 111 12149 12149 0 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 1 0 1 1 0 0 0 0 Richard K Nichols Choate Hall Stewart LLP Two Intl Pl Boston MA 02110 Trustee 1.00 31588 0 0 Kristin T Abati Choate Hall Stewart LLP Two Intl Pl Boston MA 02110 Trustee 1.00 0 0 0 NONE 0 Choate Hall & Stewart LLP Two Intl Place Boston MA 02110 Investment, custody, & grant admin 129202 0 0 19283033 1145615 0 20428648 0 0 20428648 306430 20122218 1006111 1006111 11660 11660 994451 26636 1021087 0 1021087 1031780 0 1031780 1021087 438526 0 0 1031780 438526 0 0 593254 0 0 0 0 0 0 0 0 427833 0 0 0 X Boston Children's Hospital 300 Longwood Avenue Boston MA 02115 N/A PC General 93969 Boston Fatherless & Widows Society c/o Fiduciary Trust Co PO Box 5 Boston MA 02205 N/A PF General 46985 Boston Pilot's Relief Society 256 Marginal Street Building 11 East Boston MA 02128 N/A NC General 57554 Boston Seaman's Friend Society Inc 77 Broadway Chelsea MA 02150 N/A PC General 46985 Dimock Community Health Center 55 Dimock Street Roxbury MA 02119 N/A PC General 46985 Goddard House 165 Chestnut Street Brookline MA 02445 N/A PC General 46985 Managers of Boston Port & Seamen's Aid Society 19 North Street Salem MA 01970 N/A PF General 46985 Massachusetts Eye & Ear Infirmary 399 Revolution Drive Suite 645 Somerville MA 02145 N/A PC General 46984 Massachusetts Medical Benevolent Society 860 Winter Street Suite 2 Waltham MA 024511414 N/A PC General 46984 Massachusetts Society for the Prevention of Cruelty to Animals 350 South Huntington Avenue Boston MA 02130 N/A PC General 46984 Rogerson Communities 1 Florence Street Roslindale MA 021313638 N/A PC General 46984 The Boston Marine Society 100 1st Avenue Suite 102 Boston MA 02129 N/A NC General 46984 The Chickering Foundation c/o Fiduciary Trust Co PO Box 5 Boston MA 02205 N/A PF General 46984 The Fragment Society 65 Anderson Street 1A Boston MA 02114 N/A POF General 46984 The Home for Little Wanderers 10 Guest Street Suite 3 Boston MA 021352066 N/A PC General 234922 Tufts Medical Center 750 Washington Street 231 Boston MA 02111 N/A PC General 46984 997242 0 14 101894 14 415780 18 457286 Class action settlements 1 0 974961 0 974961 1 0 0 0 0 0 0 0 0 1a(1) 46984 The Boston Marine Society The Elisha V. Ashton Trust awards grants to The Boston Marine Society, an unrelated 501(c)(4) social welfare organization. 0 Tax prep fees 5650 2825 2825 Boston Fatherless & Widows Society c/o Sullivan Worcester LLP One Post Office Square Boston MA 02109 2023-10-02 21140 For grants to needy women in the Boston area to assist them in meeting their expenses for food, housing, clothing and medical purposes. 21140 No part of any grant has been used for other than its intended purpose. Aug-26 2026-08-01 In August 2026, the trustees received a report from the grantee for all remaining grants still open through the period ending July 31, 2026. In addition to the report, the grantor requires acceptance by the grantee of the requirements imposed by section 4945(h) of the Internal Revenue Code and the regulations thereunder. Boston Fatherless & Widows Society c/o Sullivan Worcester LLP One Post Office Square Boston MA 02109 2025-10-01 46984 For grants to needy women in the Boston area to assist them in meeting their expenses for food, housing, clothing and medical purposes. 46984 No part of any grant has been used for other than its intended purpose. Aug-26 2026-08-01 In August 2026, the trustees received a report from the grantee for all remaining grants still open through the period ending July 31, 2026. In addition to the report, the grantor requires acceptance by the grantee of the requirements imposed by section 4945(h) of the Internal Revenue Code and the regulations thereunder. Managers of the Boston Port & Seaman's Aid Society c/o Weston Patrick 84 State Street 11th Floor Boston MA 021092299 2022-12-05 18638 For grants to maritime focused public charities and for expenses incurred in the operation of the Mariner House, a home at 11 North Square, Boston, MA providing low-cost, sober accommodation for qualified seafarers. 0 No part of any grant has been used for other than its intended purpose. Reports remain pending. The grantee has not yet provided a report for grants made during the tax period covered by this return. The trustees have been making diligent attempts to obtain the report with frequent requests. The trustees will continue their efforts until all reports are received. In addition to the report, the grantor requires acceptance by the grantee of the requirements imposed by section 4945(h) of the Internal Revenue Code and the regulations thereunder. Given the nature of the grantee's activities and the Trust's history and relationship with the grantee, the Trust has no reason to believe or any indication that the granted funds were used for anything other than qualified charitable purposes and as intended pursuant to the grant agreement. Managers of the Boston Port & Seaman's Aid Society c/o Weston Patrick 84 State Street 11th Floor Boston MA 021092299 2023-10-02 21140 For grants to maritime focused public charities and for expenses incurred in the operation of the Mariner House, a home at 11 North Square, Boston, MA providing low-cost, sober accommodation for qualified seafarers. 0 No part of any grant has been used for other than its intended purpose. Reports remain pending. The grantee has not yet provided a report for grants made during the tax period covered by this return. The trustees have been making diligent attempts to obtain the report with frequent requests. The trustees will continue their efforts until all reports are received. In addition to the report, the grantor requires acceptance by the grantee of the requirements imposed by section 4945(h) of the Internal Revenue Code and the regulations thereunder. Given the nature of the grantee's activities and the Trust's history and relationship with the grantee, the Trust has no reason to believe or any indication that the granted funds were used for anything other than qualified charitable purposes and as intended pursuant to the grant agreement. Managers of the Boston Port & Seaman's Aid Society c/o Weston Patrick 84 State Street 11th Floor Boston MA 021092299 2024-10-23 49220 For grants to maritime focused public charities and for expenses incurred in the operation of the Mariner House, a home at 11 North Square, Boston, MA providing low-cost, sober accommodation for qualified seafarers. 0 No part of any grant has been used for other than its intendend purpose. Reports remain pending. The grantee has not yet provided a report for grants made during the tax period covered by this return. The trustees have been making diligent attempts to obtain the report with frequent requests. The trustees will continue their efforts until all reports are received. In addition to the report, the grantor requires acceptance by the grantee of the requirements imposed by section 4945(h) of the Internal Revenue Code and the regulations thereunder. Given the nature of the grantee's activities and the Trust's history and relationship with the grantee, the Trust has no reason to believe or any indication that the granted funds were used for anything other than qualified charitable purposes and as intended pursuant to the grant agreement. Managers of the Boston Port & Seaman's Aid Society c/o Weston Patrick 84 State Street 11th Floor Boston MA 021092299 2025-10-01 46984 For grants to maritime focused public charities and for expenses incurred in the operation of the Mariner House, a home at 11 North Square, Boston, MA providing low-cost, sober accommodation for qualified seafarers. 0 No part of any grant has been used for other than its intendend purpose. Reports remain pending. The grantee has not yet provided a report for grants made during the tax period covered by this return. The trustees have been making diligent attempts to obtain the report with frequent requests. The trustees will continue their efforts until all reports are received. In addition to the report, the grantor requires acceptance by the grantee of the requirements imposed by section 4945(h) of the Internal Revenue Code and the regulations thereunder. Given the nature of the grantee's activities and the Trust's history and relationship with the grantee, the Trust has no reason to believe or any indication that the granted funds were used for anything other than qualified charitable purposes and as intended pursuant to the grant agreement. The Chickering Foundation fka Dedham Temporary Home for Women & Children c/o Fiduciary Trust Company 53 State Street Boston MA 02109 2025-10-01 46984 For grants to public charities for religious, charitable, scientific, literary or educational purposes or the prevention of cruelty to children or animals. 46984 No part of any grant has been used for other than its intendend purpose. Aug-26 2026-08-01 In August 2026, the trustees received reports from the grantee for all remaining grants still open through the period ending December 31, 2025. In addition to the report, the grantor requires acceptance by the grantee of the requirements imposed by section 4945(h) of the Internal Revenue Code and the regulations thereunder. The Fragment Society PO Box 324 Boston MA 02114 2025-10-01 46984 For grants to furnish indigent and needy people, primarily children, with clothing, bedding and other necessities. 46984 No part of any grant has been used for other than its intendend purpose. Feb-26 2026-02-01 In February 2026, the trustees received a report from the grantee for all remaining grants still open through the period ending January 31, 2026. In addition to the report, the grantor requires acceptance by the grantee of the requirements imposed by section 4945(h) of the Internal Revenue Code and the regulations thereunder. Boston Marine Society 100 1st Avenue 102 Boston MA 02129 2025-10-01 46984 For grants to public charities, including Maritime schools, and to needy individuals to assist them in meeting their expenses for food, housing, clothing and medical purposes. 46984 No part of any grant has been used for other than its intendend purpose. Aug-26 2026-08-01 In August 2026, the trustees received reports from the grantee for all remaining grants still open through the period ending December 31, 2025. In addition to the report, the grantor requires acceptance by the grantee of the requirements imposed by section 4945(h) of the Internal Revenue Code and the regulations thereunder. Boston Pilot's Relief Society 256 Marginal Street Building 1 East Boston MA 02128 2023-10-02 21140 The society was incorporated by a special act of the legislature, Chapter 91 of the Acts of 1966, with the purpose of providing relief for sea pilots and their families. 21140 No part of any grant has been used for other than its intendend purpose. Aug-26 2026-08-01 In the tax year ending October 2025, the Trust voided and re-issued $10,570 of its October 2023 grants to the Boston Pilot's Relief Society.In August 2026, the trustees received reports from the grantee for all remaining grants still open through the period ending December 31, 2025. In addition to the report, the grantor requires acceptance by the grantee of the requirements imposed by section 4945(h) of the Internal Revenue Code and the regulations thereunder. This verification includes amounts voided and then re-issued. Boston Pilot's Relief Society 256 Marginal Street Building 1 East Boston MA 02128 2024-10-23 49220 The society was incorporated by a special act of the legislature, Chapter 91 of the Acts of 1966, with the purpose of providing relief for sea pilots and their families. 49220 No part of any grant has been used for other than its intendend purpose. Aug-26 2026-08-01 In August 2026, the trustees received reports from the grantee for all remaining grants still open through the period ending December 31, 2025. In addition to the report, the grantor requires acceptance by the grantee of the requirements imposed by section 4945(h) of the Internal Revenue Code and the regulations thereunder. Boston Pilot's Relief Society 256 Marginal Street Building 1 East Boston MA 02128 2025-10-01 57554 The society was incorporated by a special act of the legislature, Chapter 91 of the Acts of 1966, with the purpose of providing relief for sea pilots and their families. 57554 No part of any grant has been used for other than its intendend purpose. Aug-26 2026-08-01 In the tax year ending October 2025, the Trust voided and re-issued $10,570 of its October 2023 grants to the Boston Pilot's Relief Society.In August 2026, the trustees received reports from the grantee for all remaining grants still open through the period ending December 31, 2025. In addition to the report, the grantor requires acceptance by the grantee of the requirements imposed by section 4945(h) of the Internal Revenue Code and the regulations thereunder. This verification includes amounts voided and then re-issued. Transitional Rule Form 990-PF, Part VII-B, Line 5a(4) and 5b: The Trust was established under the Will of Elisha V. Ashton, who died in 1884. Under the provisions of the Will, the Trustees are required to distribute the income of the Trust to a specific group of recipients, some of which are organizations that are not public charities described in sections 509(a)(1) or 509(a)(2) of the Code.Because of the transitional rule of Treasury Regulations 53.4945-5(f)(2)(ii), these distributions are not taxable expenditures. However, out of an abundance of caution and to confirm that all distributions are made exclusively for charitable purposes, the Trust nevertheless follows the expenditure responsibility rules of section 4945(h) of the Code to the extent possible, and therefore is, in this Statement 13, voluntarily providing the expenditure responsibility reports called for under section 4945(h)(3) of the Code. 72977.751 units PYAIX 691099 691099 10386.503 units BGHIX 106158 106158 225 units SHW 77612 77612 1600 units ADP 416480 416480 6000 units FAST 248220 248220 1000 units AMZN 244220 244220 2000 units TJX 280280 280280 3000 units KO 206700 206700 1500 units MKC 96240 96240 1800 units PEP 262962 262962 2000 units PG 302854 302854 2700 units GOOG 760914 760914 4000 units T 100110 100110 4000 units VZ 161720 161720 11000 units KMI 288090 288090 500 units BRK/B 238770 238770 1100 units FI 73359 73359 1200 units GPN 93312 93312 600 units MA 331650 331650 700 units IQV 151522 151522 2200 units JNJ 415514 415514 1000 units MRK 85980 85980 400 units SYK 142496 142496 200 units TMO 113478 113478 2500 units AAPL 675925 675925 1500 units CSCO 109665 109665 300 units INTU 200265 200265 300 unitd KEYS 54888 54888 800 units MSFT 414248 414248 1300 units QCOM 235170 235170 1500 units SO 141060 141060 11913.192 units APHTX 319869 319869 6078 units IVV 4164828 4164828 19516.000 units OANMX 519906 519906 500 units APD 122190 122190 700 units ACN 176211 176211 2000 units ALC 147780 147780 22711.703 units GSIMX 513739 513739 400 units LIN 167320 167320 1800 units MDT 163260 163260 2000 units NVO 98920 98920 30123.592 units TCIEX 843461 843461 5000 units RTO 139100 139100 5800 units VEU 421428 421428 19816.118 units WCMIX 539791 539791 3880502 3880502 0 0 Massachusetts Form PC filing fees 125 0 125 Class action settlements 1 1 1 Unrealized gains on securities 962050 Recoveries of prior year charitable distributions 26636 Investment and trustee fees 129202 129202 0 Foreign taxes 4104 4104 0 Excise taxes 30802 0 0