2025-09-04T15:24:29-05:00 2025-06-30 010494526 Baker Newman & Noyes PO Box 507 Portland ME 04112 990PF 2024-07-01 222824617 Vila B Webber 1985 Charitable Trust VILA 6172484760 co Choate LLP PO Box 961019 Boston MA 02196 Brian Monnich Trustee 6172484760 2025-08-25 1 0 Connor Smart P02285543 2078792100 2025-08-25 2024 2025-03-06 01:10:19Z X 4660817 X X 9329 9329 144019 144019 142282 1636645 142282 295630 295630 0 0 0 2400 1200 1200 40925 30694 10231 3707 1082 0 70 0 70 47102 32976 11501 197800 197800 244902 32976 209301 50728 262654 165791 134408 134408 0 133213 133213 2672430 2713488 2713488 1414371 1679708 1679708 202893 0 0 4455485 4660817 4660817 0 0 X 4455485 4660817 0 0 0 0 4455485 4660817 4455485 4660817 4455485 50728 154604 4660817 0 4660817 Publicly Traded Securities 1598103 1494363 103740 103740 Capital Gains Dividends P 38542 38542 38542 142282 3651 0 3651 0 3651 2760 0 0 0 2760 0 891 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 Brian Monnich c/o Choate LLP 2 International Place Boston MA 02110 Trustee 1.00 0 0 0 Cameron Casey c/o Choate LLP 2 International Place Boston MA 02110 Trustee 1.00 0 0 0 NONE 0 NONE 0 0 4404067 203345 0 4607412 0 0 4607412 69111 4538301 226915 226915 3651 3651 223264 0 223264 0 223264 209301 0 209301 223264 197110 0 0 209301 197110 0 0 12191 0 0 0 0 0 0 0 0 211073 0 0 0 X Massachusetts Foundation for Humanities & Public Policy Inc 66 Bridge Street Northampton MA 01060 N/A PC General Purpose 25000 Rosie's Place 889 Harrison Avenue Boston MA 02118 N/A PC General Purpose 20000 Roxbury Latin School 101 St Theresa Avenue West Roxbury MA 02132 N/A PC General Purpose 60000 The Farm School 488 Moore Hill Road Athol MA 01331 N/A PC General Purpose 35000 Wendell P Clark Memorial YMCA 155 Central Street Winchendon MA 01475 N/A PC General Purpose 27800 Women's Lunch Place PO Box 170900 Boston MA 02117 N/A PC General Purpose 30000 197800 0 14 9329 14 144019 18 142282 0 295630 0 295630 0 0 0 0 0 0 0 0 0 0 Tax preparation fees 2400 1200 1200 78556.488 units DFAPX 795777 795777 89278.104 units PYAIX 848142 848142 3502.905 units BGHIX 35789 35789 6883.245 units APHTX 175867 175867 8917.00 units OAKM 228988 228988 2476.00 units IVV 1537348 1537348 251.00 units VO 70506 70506 11165.00 units GSIMX 252999 252999 10380.92 units TCIEX 275302 275302 6308.625 units WCMIX 172478 172478 133213 133213 0 0 MA Form PC filing fee 70 0 70 Unrealized gain on investments 154604 Investment management fees 40925 30694 10231 Foreign taxes 1082 1082 0 Excise taxes 2625 0 0