2024-05-03T12:27:34-05:00 2023-12-31 010494526 Baker Newman & Noyes PO Box 507 Portland ME 04112 990PF 2023-01-01 046145922 David Greenewalt Charitable Trust Geoffrey M Mason Trustee DAVI 6172485000 Choate LLP Two International Place Boston MA 02110 Geoffrey M Mason Trustee 6172485000 2024-04-29 1 Geoffrey Mason 999009999 0 Nicholas E Porto P01310283 2078792100 2024-04-29 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 2366281 X X 5213 5213 38985 38985 22286 163357 22286 66484 66484 0 4215 2107 0 2108 16793 8397 0 8396 110 75 0 35 21118 10579 0 10539 85000 85000 106118 10579 0 95539 -39634 55905 0 28290 56179 56179 0 151258 151258 0 1823255 1823255 0 335589 335589 2005473 0 0 2033763 2366281 2366281 0 0 X 2033763 2366281 0 0 0 0 2033763 2366281 2033763 2366281 2033763 -39634 372152 2366281 0 2366281 Publicly Traded Securities P 157533 141071 16462 16462 Capital Gains Dividends P 5824 5824 5824 22286 777 0 777 0 777 4634 0 0 0 4634 0 3857 3857 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 6172484784 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 Geoffrey M Mason c/o Choate Hall Stewart Two Intl Place Boston MA 02110 Trustee 1.00 0 0 0 W Hugh M Morton c/o Choate Hall Stewart Two Intl Place Boston MA 02110 Co-Trustee 1.00 4215 0 0 Frederick D Greenewalt c/o Choate Hall Stewart Two Intl Place Boston MA 02110 Co-Trustee 1.00 0 0 0 Barbara T Greenewalt c/o Choate Hall Stewart Two Intl Place Boston MA 02110 Co-Trustee 1.00 0 0 0 Sophie M Pickens c/o Choate Hall Stewart Two Intl Place Boston MA 02110 Co-Trustee 1.00 0 0 0 NONE 0 NONE 0 0 2170952 88427 0 2259379 0 0 2259379 33891 2225488 111274 111274 777 777 110497 0 110497 0 110497 95539 0 95539 110497 83335 0 0 95539 83335 0 0 12204 0 0 0 0 0 0 0 0 98293 0 0 0 Geoffrey M Mason Trustee c/o Choate Hall Stewart LLP Two Intl PLace Boston MA 02110 6172484784 gmason@choate.com AGM Format is acceptable. Include information on the nature of the charitable service, your IRS letter of tax-exempt status, 2 most recent years annual financial reports, and a description and budget for the proposed project to be funded. Email or mail application and all attachments/enclosures. Generally May 15 and November 1 (subject to change each year) There are no restrictions or limitations on awards. AnikayAkhra Inc 67 Dane Street Somerville MA 02143 N/A PC General Support 5000 Artists for Humanity 100 West Second Street Boston MA 02127 N/A PC General Support 5000 Bonnyvale Environmental Education Center PO Box 2318 West Brattleboro VT 05303 N/A PC General Support 5000 Central Vermont Adult Basic Education Inc 46 Washington Street Barre VT 05641 N/A PC General Support 5000 Fairbanks Museum 1302 Main Street Johnsbury VT 05819 N/A PC General Support 10000 Groundworks Collaborative PO Box 370 Brattleboro VT 05302 N/A PC General Support 10000 Handel and Haydn Society 9 Harcourt Street Boston MA 02116 N/A PC General Support 5000 Harvard University 1033 Massachusetts Avenue Cambridge MA 02138 N/A PC Sardis Expedition 5000 Hunger Free Vermont 38 Eastwood Drive Suite 100 South Burlington VT 05403 N/A PC General Support 5000 John Graham Housing and Services 69 Main Street Vergennes VT 05491 N/A PC General Support 10000 Mill City Grows 650 Suffolk Street Lowell MA 01854 N/A PC General Support 5000 Northeast Wilderness Trust 17 State Street 302 Montpelier VT 05602 N/A PC General Support 5000 Open Door Clinic 100 Porter Drive Middlebury VT 05753 N/A PC General Support 10000 85000 0 14 5213 14 38985 18 22286 0 66484 0 66484 0 0 0 0 0 0 0 0 0 0 16373.946 units MWTSX 141679 141679 15261.584 units NCRLX 137412 137412 570.000 units BILS 56498 56498 7353.236 units Edgewood Growth Fund 321631 321631 15873.412 units GQEIX 291277 291277 559.650 units VFIAX 246240 246240 3431.315 units VVIAX 200011 200011 7223.745 units APHJX 127210 127210 4545.947 units APHKX 208932 208932 3559.819 units WCMIX 81022 81022 3034.751 units DIEMX 105640 105640 1889.133 units VWIAX 114160 114160 1825.375 units JHEQX 51530 51530 1628.290 units CSRIX 75602 75602 151258 151258 0 0 Form PC Filing Fee 35 0 0 35 Bank Fees 75 75 0 0 Unrealized Gain on Investments 372152 Fiduciary Fees 16793 8397 0 8396