2025-02-24T13:50:23-06:00 2024-12-31 010494526 Baker Newman & Noyes PO Box 507 Portland ME 04112 990PF 2024-01-01 223154533 Daniel Hogan Charitable Foundation DANI 6172484760 Choate Hall Stewart PO Box 961 Boston MA 02196 Kimberly E Cohen Trustee 6172484760 2025-02-19 1 0 Connor Smart P02285543 2078792100 2025-02-19 2024 2025-03-06 01:10:19Z X 1854508 X 0 X 2378 2378 51064 51064 191684 731131 191684 245126 245126 0 0 0 2350 1175 1175 18107 16296 1811 35 0 35 20492 17471 3021 79000 79000 99492 17471 82021 145634 227655 28144 55923 55923 360286 412744 412744 1239110 1385841 1385841 78676 0 0 1706216 1854508 1854508 0 0 X 1706216 1854508 0 0 0 0 1706216 1854508 1706216 1854508 1706216 145634 2658 1854508 0 1854508 Publicly Traded Securities P 711104 539447 171657 171657 Capital Gains Dividends P 20027 20027 20027 191684 3164 0 3164 0 3164 3139 0 0 0 3139 0 25 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 0 0 0 0 0 0 Kimberly E Cohen c/o Choate Two International Place Boston MA 02110 Trustee 2.00 0 0 0 Brian W Monnich c/o Choate Two International Place Boston MA 02110 Trustee 2.00 0 0 0 NONE 0 NONE 0 0 1823789 30898 0 1854687 0 0 1854687 27820 1826867 91343 91343 3164 3164 88179 0 88179 0 88179 82021 0 82021 88179 78364 0 0 82021 78364 0 0 3657 0 0 0 0 0 0 0 0 84522 0 0 0 X 47 Palmer Inc (dba Passim) 26 Church Street Suite 300 Cambridge MA 02138 N/A PC General Purpose 5000 Alzheimer's Association 225 North Michigan Avenue Suite 1700 Chicago IL 60601 N/A PC General Purpose 5000 Boston Partners in Education 192 South Street Suite 600 Boston MA 02111 N/A PC General Purpose 8000 Boys and Girls Club of America 1275 Peachtree Street NE Atlanta GA 30309 N/A PC General Purpose 7500 Cardigan Mountain School 62 Alumni Drive Canaan NH 03741 N/A PC General Purpose 7500 Choose Love Inc 40 West 37th Street Suite 1000 New York NY 10018 N/A PC General Purpose 5000 Duet Inc 50 Milk Street Boston MA 02109 N/A PC General Purpose 8000 Maranyundo Initiative 14 Alberta Terrace Unit 1 Cambridge MA 02140 N/A PC General Purpose 10000 Massachusetts Alzheimer's Disease Research Center 34 Washington Street Suite 230 Wellesley Hills MA 02481 N/A PC General Purpose 5000 Project Learn 58 Prescott Street Suite C1 Lowell MA 01852 N/A PC General Purpose 8000 Science Club for Girls 210 Broadway Suite 201 Cambridge MA 02139 N/A PC General Purpose 10000 79000 0 14 2378 14 51064 18 191684 0 245126 0 245126 0 0 0 0 0 0 0 0 0 0 Tax Prep Fee 2350 1175 1175 2702.087 units APHTX 58743 58743 1240 units IVV 729963 729963 855.655 units OANMX 130154 130154 815 units PYODX 32877 32877 65 units VFIAX 35279 35279 155 units IJR 17859 17859 700 units OBSIX 18291 18291 140 units VO 36978 36978 6035 units GSIMX 118045 118045 6451.693 units TCIEX 141937 141937 3020 units WCMIX 65715 65715 412744 412744 0 0 MA Form PC Filing Fee 35 0 35 Unrealized Gains on Investments 2658 Fiduciary Fee 18107 16296 1811