2024-02-20T12:38:47-06:00 2023-12-31 010494526 Baker Newman & Noyes PO Box 507 Portland ME 04112 990PF 2023-01-01 042767454 John Bolten Charitable Foundation JOHN 6172484760 Choate Hall Stewart PO Box 961019 Boston MA 02196 Kimberly Cohen Trustee 6172484760 2024-02-09 1 Kimberly Cohen 999009999 0 Connor Smart P02285543 2078792100 2024-02-09 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 2981105 X X 5165 5165 61844 61844 -11138 1693956 0 55871 67009 0 0 0 2250 1125 1125 30964 17068 13896 35 0 35 33249 18193 15056 0 0 33249 18193 15056 22622 48816 104430 129197 129197 713644 612536 612536 1749439 2109383 2109383 12276 129989 129989 2579789 2981105 2981105 0 0 X 2579789 2981105 0 0 0 0 2579789 2981105 2579789 2981105 2579789 22622 378694 2981105 0 2981105 Publicly Traded Securities 1691594 1705094 -13500 -13500 Capital Gains Dividends P 2362 2362 2362 -11138 679 0 679 0 679 3885 0 0 0 3885 0 3206 3206 0 0 0 0 0 0 0 0 1 0 0 1 1 MA 1 0 0 0 0 1 N/A Choate Hall & Stewart LLP 6172484760 Two Intl 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 John Bolten Jr Choate LLP Two Intl Place Boston MA 02110 Trustee (part year) 2.00 0 0 0 Jennifer C Snyder Choate LLP Two Intl Place Boston MA 02110 Trustee (part year) 2.00 0 0 0 A Silvana Giner Choate LLP Two Intl Place Boston MA 02110 Trustee (part year) 2.00 0 0 0 Eric Bolten Choate LLP Two Intl Place Boston MA 02110 Trustee 2.00 0 0 0 Kimberly Cohen Choate LLP Two Intl Place Boston MA 02110 Trustee 2.00 0 0 0 NONE 0 NONE 0 0 2651786 104577 0 2756363 0 0 2756363 41345 2715018 135751 135751 679 679 135072 0 135072 0 135072 15056 0 15056 135072 0 0 10503 10503 15056 0 0 0 15056 0 10503 10503 0 0 0 0 0 109513 0 0 0 X 0 0 14 5165 14 61844 18 -11138 0 55871 0 55871 0 0 0 0 0 0 0 0 0 0 Tax Prep Fees 2250 1125 1125 14299.797 units Artisan High income Fund 129989 129989 420 units Apple inc 80863 80863 225 units Microsoft Corp 84609 84609 4415.552 units Artisan Focus Fund 81820 81820 915 units Invesco S&P 500 Equal Weight ETF 144387 144387 2090 units iShares Core S&P 500 ETF 998247 998247 1800.00 units Pioneer Fund 67122 67122 8230.00 units GQG Partners International Opportunities Fund 163036 163036 6205.028 units WCM Focused International Growth Fund 141226 141226 11468.693 TIAA-CREF International Equity Index Fund 250706 250706 1925.00 iShares Core MSCI Emerging Markets EFT 97367 97367 612536 612536 0 0 Massachusetts Form PC Filing Fee 35 0 35 Unrealized Loss on Investments 378694 Investment Management, Recordkeeping 18964 17068 1896 Grant Making Fees 12000 0 12000