2024-07-01T12:24:14-05:00 2023-10-31 043402406 WALD & COMPANY PC 300 CONGRESS STREET UNIT 406 QUINCY MA 02169 990PF 2022-11-01 046109444 PORTER CHARITABLE TRUST C/O WALD & COMPANY PC PORT 6174390600 300 CONGRESS STREET QUINCY MA 02169 ANNA PORTER TRUSTEE 6174390600 2024-07-01 1 ANNA PORTER 999009999 0 JOHN P FAHEY P00507139 6174390600 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 193286 X X 5 5 7586 7586 1081 1081 1081 8672 8672 0 0 0 0 0 0 9300 9300 9300 0 9300 -628 8672 4125 1595 1595 185859 187761 191691 189984 189356 193286 0 0 X 0 0 0 0 189984 189356 189984 189356 189984 189356 189984 -628 0 189356 0 189356 CAPITAL GAINS DIVIDENDS P 1081 1081 1081 1081 121 0 121 0 121 0 0 0 0 0 0 121 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 0 N/A PORTER CHARITABLE TRUST 6174390600 C/O WALD CO 300 CONGRESS ST UNIT 406 QUINCY MA 02169 0 0 0 0 0 0 0 0 1 2021 1 0 0 0 0 0 0 0 0 0 0 0 0 GAIL PORTER 152 BAYARD STREET PROVIDENCE RI 02906 TRUSTEE 5.00 0 0 0 ANNA PORTER 2251 MCNELL ROAD OJAI CA 93023 TRUSTEE 5.00 0 0 0 NONE 0 NONE 0 0 190655 2860 0 193515 0 0 193515 2903 190612 9531 9531 121 121 9410 0 9410 0 9410 9300 0 9300 9410 9368 0 0 9300 9300 0 0 0 0 0 0 0 0 0 0 68 9410 0 0 0 X GAIL PORTER 152 BAYARD PROVIDENCE RI 02906 4017363070 NO SPECIFIED FORM NONE NONE AMERICAN JEWISH WORLD SERVICES 45 WEST 36TH STREET NEW YORK NY 10018 CHARITABLE PURPOSES 1000 CANCER RESEARCH INSTITUTE 29 BROADWAY NEW YORK NY 10006 CHARITABLE PURPOSES 1000 CURE ALZHEIMER'S FUND 34 WASHINGTON ST SUITE 200 WELLSLEY HILLS MA 02481 CHARITABLE PURPOSES 1000 FINCA INTERNATIONAL 1201 15TH STREET NW 8TH FLOOR WASHINGTON DC 20005 CHARITABLE PURPOSES 500 HADASSAH 40 WALL STREET NEW YORK NY 10005 CHARITABLE PURPOSES 100 HELP OF OJAI PO BOX 621 OJAI CA 93024 CHARITABLE PURPOSES 100 HIAS 1300 SPRING STREET STE 500 SILVER SPRING MD 20910 CHARITABLE PURPOSES 100 NATIONAL PHILANTHROPIC TRUST 165 TOWNSHIP LINE ROAD STE 1200 JENKINTOWN PA 19046 CHARITABLE PURPOSES 2000 NRDC 40 WEST 20TH STREET 11TH FL NEW YORK NY 10011 CHARITABLE PURPOSES 1000 OJAI DEFENSE FUND PO BOX 1255 OJAI CA 93024 CHARITABLE PURPOSES 200 OJAI LAND CONSERVANCY PO BOX 1092 OJAI CA 93024 CHARITABLE PURPOSES 200 ORBIS INTERNATIONAL 52 VANDERBILT AVENUE 8TH FLOOR NEW YORK NY 10017 CHARITABLE PURPOSES 500 PBS SOUTHERN CALIFORNIA - KOCE-TV FOUNDATION PO BOX 25113 SANTA ANA CA 92799 CHARITABLE PURPOSES 100 PLANNED PARENTHOOD FEDERATION OF AMERICA PO BOX 97166 WASHINGTON DC 20077 CHARITABLE PURPOSES 100 RHODE ISLAND COMMUNITY FOOD BANK 200 NIANTIC AVENUE PROVIDENCE RI 02907 CHARITABLE PURPOSES 100 SOJOURNER HOUSE 386 SMITH STREET PROVIDENCE RI 02908 CHARITABLE PURPOSES 100 SOUTHERN POVERTY LAW CENTER 400 WASHINGTON STREET MONTGOMERY AL 36104 CHARITABLE PURPOSES 1000 THE NEW ISRAEL FUND 6 EAST 39TH STREET NEW YORK NY 10016 CHARITABLE PURPOSES 100 THE PUBLICS RADIO 1 UNION STATION PROVIDENCE RI 02903 CHARITABLE PURPOSESCHARITABLE PURPOSES 100 9300 0 5 7586 1081 0 0 8672 8672 4 THE PURPOSE OF THE CONTRIBUTIONS IS TO FURTHER THE EDUCATIONAL, 4 MEDICAL OR CHARITABLE CAUSES OF THE VARIOUS ORGANIZATIONS. 0 0 0 0 0 0 0 0 0 0 PORTER INVESTMENT COMPANY 140203 140203 UBS INVESTMENTS (DETAILS UPON REQUEST) 47558 51488