2024-02-28T13:02:27-06:00 2023-09-30 042106505 NUTTER MCCLENNEN & FISH LLP SEAPORT WEST 155 SEAPORT BLVD BOSTON MA 022102604 990PF 2022-10-01 046279912 TRUST UW MILDRED EVERETT DIVINITY #0703504 TRUS 6174392498 NUTTER MCCLENNEN FISHLLP POB 51400 BOSTON MA 022058982 THOMAS P JALKUT TRUSTEE 6174392498 2024-02-27 1 THOMAS JALKUT 999009999 1 PAUL F RICH P00567473 6174392503 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 848670 X X 3459 3459 17386 17386 18852 33475 18852 39697 39697 0 0 0 1576 1182 394 1500 1125 375 8957 6718 2239 2794 0 0 14827 9025 3008 56954 56954 71781 9025 59962 -32084 30672 578 590 590 72351 54878 54878 24969 24969 24708 226686 212063 746245 25000 25000 22249 349584 317500 848670 0 0 X 258491 258491 0 0 91093 59009 349584 317500 349584 317500 349584 -32084 0 317500 0 317500 700 CISCO SYSTEMS INC P 2013-03-22 2023-01-24 33475 14623 18852 18852 18852 426 0 426 0 426 1400 0 0 0 1400 0 974 974 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 0 0 0 0 0 1 N/A NUTTER MCCLENNEN & FISH LLP 6174392000 155 SEAPORT BLVD BOSTON MA 022102604 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THOMAS P JALKUT ESQ C/O NUTTER MCCLENNEN FISH LLP PO BOX 51400 BOSTON MA 02205 TRUSTEE 0.00 0 0 0 PETER R BROWN ESQ C/O NUTTER MCCLENNEN FISH LLP PO BOX 51400 BOSTON MA 02205 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 806578 83287 0 889865 0 0 889865 13348 876517 43826 43826 426 426 43400 0 43400 0 43400 59962 0 59962 43400 42477 0 0 59962 42477 0 0 17485 0 0 0 0 0 0 0 0 25915 0 0 0 X HARVARD DIVINITY SCHOOL 45 FRANCIS AVENUE CAMBRIDGE MA 02138 6174955761 N/A N/A YES, THE DIVINITY TRUST UNDER THE WILL OF MILDRED EVERETT IS A PERPETUAL CHARITABLE TRUST AND IS TREATED AS AN ORGANIZATION DESCRIBED IN SEC. 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION'S ACTIVITIES AND CHARITABLE ENDEAVORS ARE GOVEREND AS SET FORTH IN ARTICLE VIII, SEC. 4TH OF THE WILL OF MILDRED EVERETT HEREIN STATED (AS RELEVANT): "TO USE THE...NET INCOME (OF THE TRUST) FOR THE ESTABLISHMENT AND MAINTENANCE OF AN UNDENOMINATIONAL THEOLOGICAL REVIEW, TO BE EDITED UNDER TEH DIRECTION OF THE FACULTY OF THE DIVINITY SCHOOL OF HARVARD UNIVERSITY IN...CAMBRIDGE (MASSACUSETTS). IF SAID FACULTY SHALL PERMANENTLY DISCONTINUE THE PUBLICATION THEREOF, OR IF SAID REVIEW SHALL BECOME SELF-SUPPORTING, ...THEN TO PAY SAID NET INCOME TO THE MASSACUSETTS SOCIETY FOR THE PREVENTION OF CRUELTY TO CHILDREN." CURRENTLY, THE ORGANIZATION IS MAKING CONTRIBUTIONS ONLY TO THE FACULTY OF THE DIVINITY SCHOOL OF HARVARD UNIVERSITY WHICH IS A PRIVATE ORGANIZATION AS DESCRIBED IN SEC. 170 (C). HARVARD THEOLOGICAL REVIEW 45 FRANCIS AVENUE CAMBRIDGE MA 02138 N/A PRIVATE OPERATING AND ADMINISTRATIVE EXPENSES 18000 PRESIDENT AND FELLOWS OF HARVARD COLLEGE 124 MOUNTH AUBURN STREET CAMBRIDGE MA 02138 N/A PRIVATE OPERATING AND ADMINISTRATIVE EXPENSES 38954 56954 0 14 3459 14 17386 18 18852 0 39697 0 39697 0 0 0 0 0 0 0 0 0 0 NUTTER, MCCLENNEN & FISH, LLP 1500 1125 375 THE TRUST IS NOT REQUIRED TO FILE FORM PC WITH MASSACHUSETTS. A PROBATE ACCOUNTING IS PREPARED AND FILED WITH THE STATE. ABBOTT LABORATORIES 14860 38740 AMERICAN ELEC POWER CO 2795 16925 AMERICAN EXPRESS CO 647 37298 APPLE INC 7338 77045 AT&T INC 440 7510 BRISTOL-MYERS SQUIBB CO 2866 11608 EXXON MOBIL CORP 77 35274 FEDEX CORP 8789 26492 ISHARES RUSSELL 2000 ETF 3824 13256 ISHARES S&P MIDCAP 400 INDEX 5738 24935 JP MORGAN CHASE & CO 4831 43506 MCDONALDS CORP 12226 46102 MICROSOFT CORP 7344 94725 PEPSICO INC 7353 42360 PFIZER INC 8280 16585 PROCTER & GAMBLE CO 2553 36465 UNION PACIFIC CORP 1105 40726 VERIZON COMMUNICATIONS INC 1124 13742 WALT DISNEY CO 15528 12158 CHARLES SCHWAB CORP 10552 8235 PARKER-HANNIFIN CORP 12998 19476 ALPHABET INC - CL A 12859 16358 EBAY INC 14135 13227 VISA INC 14483 17251 APTAR GROUP INC 10906 12504 QUALCOMM INC 17700 13883 SKYWORKS SOLUTIONS INC 10712 9859 24969 24708 0 0 DOUBLELINE TOTAL RETURN BOND FUND AT COST 25000 22249 NUTTER, MCCLENNEN & FISH, LLP 1576 1182 394 NUTTER, MCCLENNEN & FISH, LLP - TRUSTEE FEES 8957 6718 2239 FEDERAL TAXES 2021 FEDERAL BAL DUE 1394 0 0 FEDERAL TAXES 2022 ESTIMATED TAX PAYMENTS 1400 0 0