2025-03-11T11:54:34-05:00 2024-12-31 010494526 Baker Newman & Noyes PO Box 507 Portland ME 04112 990PF 2024-01-01 046145922 David Greenewalt Charitable Trust Geoffrey M Mason Trustee DAVI 6172485000 Choate LLP Two International Place Boston MA 02110 Geoffrey M Mason Trustee 6172485000 2025-03-03 1 0 Connor Smart P02285543 2078792100 2025-03-03 2024 2025-03-06 01:10:19Z X 2549653 X X 5946 5946 50642 50642 179010 1686678 179010 235598 235598 0 4726 2363 0 2363 6958 3479 0 3479 18450 9225 0 9225 35 0 0 35 30169 15067 0 15102 105000 105000 135169 15067 0 120102 100429 220531 0 56179 130427 130427 151258 0 0 1823255 1879590 1879590 335589 539636 539636 2366281 2549653 2549653 0 0 X 2366281 2549653 0 0 0 0 2366281 2549653 2366281 2549653 2366281 100429 82943 2549653 0 2549653 Publicly Traded Securities P 1620492 1507668 112824 112824 Capital Gains Dividends P 66186 66186 66186 179010 3065 0 3065 0 3065 3857 0 0 0 3857 0 792 792 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 Jennifer S Ewing c/o Choate Hall Stewart Two Intl Place Boston MA 02110 Trustee (start 1/2024) 1.00 0 0 0 W Hugh M Morton c/o Choate Hall Stewart Two Intl Place Boston MA 02110 Co-Trustee (end 1/2024) 1.00 4726 0 0 Frederick D Greenewalt c/o Choate Hall Stewart Two Intl Place Boston MA 02110 Co-Trustee (end 1/2024) 1.00 0 0 0 Barbara T Greenewalt c/o Choate Hall Stewart Two Intl Place Boston MA 02110 Co-Trustee (end 1/2024) 1.00 0 0 0 Sophie M Pickens c/o Choate Hall Stewart Two Intl Place Boston MA 02110 Co-Trustee (end 1/2024) 1.00 0 0 0 NONE 0 NONE 0 0 2466314 92842 0 2559156 0 0 2559156 38387 2520769 126038 126038 3065 3065 122973 0 122973 0 122973 120102 0 120102 122973 98293 0 0 120102 98293 0 0 21809 0 0 0 0 0 0 0 0 101164 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. Ballet Theatre of Boston 400 Harvard Street Cambridge MA 02138 N/A PC General Support 2500 Central Vermont Adult Basic Education Inc 46 Washington Street Barre VT 05641 N/A PC General Support 5000 Coral Reef Alliance 548 Market Street 29802 San Francisco CA 94104 N/A PC General Support 5000 Eddy Farm School 1815 South Street Extension Middlebury VT 05753 N/A PC General Support 5000 Educational Development Group Inc 1534 Tremont Street Roxbury MA 02120 N/A PC General Support 5000 Harvard University 1033 Massachusetts Avenue Cambridge MA 02138 N/A PC General Support 10000 John Graham Housing and Services 69 Main Street Vergennes VT 05491 N/A PC General Support 10000 Middlebury Community Music Center 6 Main Street Middlebury VT 05753 N/A PC General Support 10000 Musicians of Old Post Road Inc 349 Boston Post Road Weston MA 02493 N/A PC General Support 2500 Ruth Stone House Inc 788 Hathaway Road Goshen VT 05733 N/A PC General Support 20000 Shelburne Farms 1611 Harbor Road Shelburne VT 05482 N/A PC General Support 10000 The Vermont Center for Ecostudies PO Box 420 Norwich VT 05055 N/A PC General Support 5000 Winchendon Music Festival 1150 Walnut Street Newton Highlands MA 02461 N/A PC General Support 5000 Yestermorrow DesignBuild School 7865 Main Street Waitsfield VT 05673 N/A PC General Support 10000 105000 0 14 5946 14 50642 18 179010 0 235598 0 235598 0 0 0 0 0 0 0 0 0 0 Tax Preparation 6958 3479 0 3479 43260.175 units DFAPX 426113 426113 11975.000 units PYAIX 113523 113523 4601.657 units EGFIX 203945 203945 8918.412 units GQEIX 200932 200932 615.000 units IVV 362038 362038 559.650 units VFIAX 303756 303756 3431.315 units VVIAX 226604 226604 240.000 units IJR 27653 27653 980.000 units OBSIX 25607 25607 150.000 units VO 39620 39620 4545.947 units APHKX 213796 213796 7869.381 units GSIMX 153925 153925 2280.000 units TCIEX 50160 50160 3288.348 units WCMIX 71554 71554 Form PC Filing Fee 35 0 0 35 Unrealized Gains on Investments 82943 Fiduciary Fees 18450 9225 0 9225