2025-11-19T06:16:35-06:00 2025-01-31 010494526 Baker Newman & Noyes PO Box 507 Portland ME 04112 990PF 2024-02-01 043410822 William and Bernice Bumpus Fdn WILL 6172484045 Choate Hall Stewart PO Box 961 Boston MA 02196 Brian Monnich Trustee 6172484045 2025-11-06 1 0 Connor Smart P02285543 2078792100 2025-11-06 2024 2025-03-06 01:10:19Z X 8731618 X X 10784 10784 218222 218222 323242 2321358 323242 -38364 -31749 513884 520499 0 0 0 250 0 250 4750 2375 2375 85401 34161 51240 1492 1492 0 70 0 70 91963 38028 53935 469500 469500 561463 38028 523435 -47579 482471 70693 108297 108297 4026368 4480101 4480101 2823876 2568683 2568683 1364869 1574537 1574537 8285806 8731618 8731618 0 0 X 8285806 8731618 0 0 0 0 8285806 8731618 8285806 8731618 8285806 -47579 493391 8731618 0 8731618 Publicly Traded Securities 2246232 1998116 248116 248116 Pass-Through Partnership Interests P 15082 15082 15082 Capital Gains Dividends P 60044 60044 60044 323242 6706 0 6706 0 6706 16894 0 0 0 16894 0 10188 10188 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 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 Choate Hall Stewart LLP Two Intl Place Boston MA 02110 Trustee 2.00 0 0 0 NONE 0 Choate Hall & Stewart Two Intl Place Boston MA 02110 Invst mgmt, custody, and legal 85651 0 0 7601370 225018 858625 8685013 0 0 8685013 130275 8554738 427737 427737 6706 6706 421031 3360 424391 0 424391 523435 0 523435 424391 0 0 531784 497156 125882 465908 475896 2096626 523435 0 0 0 424391 99044 0 0 2195670 0 0 0 0 0 0 531784 1663886 497156 125882 465908 475896 99044 X Columbia University 622 West 113th Street New York NY 10025 N/A PC Bumpus Fellowship and Innovation Awards 77500 Cork University Foundation University College Cork Western Road Cork EI T12 XF62 N/A PC Bumpus Innovation Award 120000 Massachusetts Institute of Technology 77 Massachusetts Avenue NE 49-3142 Cambridge MA 02139 N/A PC Bumpus Innovation Award 100000 Northwestern University 633 Clark Street Evanston IL 60208 N/A PC Bumpus Innovation Award 50000 The Whitehead Institute 455 Main Street Cambridge MA 02142 N/A PC Bumpus Fellowship and Innovation Awards 72000 Washington University 700 Rosedale Avenue Saint Louis MO 63112 N/A PC Bumpus Innovation Award 50000 469500 0 14 10784 14 218222 18 323242 Partnership interests 523000 -6615 14 -31749 -6615 520499 0 513884 0 0 0 0 0 0 0 0 0 0 Tax preparation fees 4750 2375 2375 199460.000 units DFAPX 1976649 1976649 62385.000 units PYAIX 592034 592034 9165.719 units APHTX 215853 215853 16657.421 units GSIMX 338812 338812 4300.000 units IVV 2600038 2600038 530.000 units IJR 62773 62773 19505.000 units TCIEX 450175 450175 2031.073 units OANMX 324789 324789 2280.000 units OBSIX 63270 63270 2677.076 units PYODX 110322 110322 400.000 units VO 110244 110244 8766.667 units WCMIX 203825 203825 Camden Private Capital III FMV 10023 10023 Mrep Global II, LP FMV 28037 28037 Mrep Global III, LP FMV 42132 42132 Nyes Ledge Capital, Ltd. FMV 546320 546320 1899 Opportunities Fund I, LLC FMV 563121 563121 1899 Opportunities Fund II, LLC FMV 215312 215312 Artisan China Post-Venture Offshore Fund FMV 169592 169592 Legal fees 250 0 250 MA PC filing fee 70 0 70 Partnership interests -38364 -31749 -38364 Unrealized gains on investments 490031 Recoveries of amounts previously treated as qualifying distributions 3360 Investment management 85401 34161 51240 Foreign taxes on investments 1492 1492 0