2026-02-06T21:40:25-06:00 2025-09-30 010494526 Baker Newman & Noyes PO Box 507 Portland ME 04101 990PF 2024-10-01 046407797 William P Wharton Trust UW Art 2(D) WILL 6172484045 co Choate LLP PO Box 961019 Boston MA 02196 John M Cornish Trustee 6172484045 2026-01-29 1 0 Connor Smart P02285543 2078792100 2026-01-29 2024 2025-03-06 01:10:19Z X 3843408 X X 4045 4045 94392 94392 105799 1613086 105799 204236 204236 0 0 0 3100 1550 1550 56357 36321 20036 4572 1051 0 35 0 35 64064 38922 21621 177502 177502 241566 38922 199123 -37330 165314 139419 135029 135029 0 502483 502483 2773216 2750790 2750790 784888 455106 455106 3697523 3843408 3843408 0 0 X 3697523 3843408 0 0 0 0 3697523 3843408 3697523 3843408 3697523 -37330 183215 3843408 0 3843408 Publicly Traded Securities P 1575839 1507287 68552 68552 Capital Gains Dividends P 37247 37247 37247 105799 2298 0 2298 0 2298 2400 0 0 0 2400 0 102 102 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 williamwharton.org Choate Hall Stewart LLP 6172485000 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 John M Cornish Choate Hall Stewart LLP Two Intl Place Boston MA 02110 Trustee 1.00 0 0 0 Thomas HP Whitney Jr Choate Hall Stewart LLP Two Intl Place Boston MA 02110 Trustee 1.00 0 0 0 NONE 0 NONE 0 0 3556595 92958 0 3649553 0 0 3649553 54743 3594810 179741 179741 2298 2298 177443 0 177443 0 177443 199123 0 199123 177443 0 0 6731 22174 28905 199123 0 0 0 177443 21680 0 0 50585 0 0 0 0 0 0 0 50585 6731 22174 21680 Choate Hall Stewart LLP Two International Place Boston MA 02110 6172484045 williamwhartontrust@choate.com Visit the Trust's website for full information and to request the prelimary application: https://www.williamwharton.org/instructions.html Applicants will be asked for: a brief description of the organization; a description of the project; a budget; disclosures regrding land preservation and property details, if applicable; disclosures of any government funding. Those applicants that are chosen to submit a final application will be contacted via e-mail for further information. Applicants are encouraged to provide evidence that a project has a strong likelihood of success. Grants awarded twice annually, in the Spring and Fall (typically May and November). Grants from the Wharton Trust are usually one-time awards for amounts up to, but no larger than, $15,000. However, the Trustees and Advisors are willing to make larger multi-year grants for important acquisitions of land for conservation purposes. The Trust only makes grants to organizations as described in paragraph (1) or (2) of Section 509(a) of the Internal Revenue Code (i.e., a publicly supported charity or a governmental unit). The Trust does not make grants to individuals or organizations classified as a private foundation, nor will it pay grants to further investments; to fund construction; or pay for overhead. The Trust intends for each grant to make a difference, and typically does not fund long-term projects. 7 Lakes Alliance 137 Main Street Belgrade ME 04917 N/A PC General Operating Support 15000 Aton Forest PO Box 509 Norfolk CT 06058 N/A PC General Operating Support 15000 Coastal Maine Botanical Gardens 105 Botanical Gardens Drive Boothbay ME 04537 N/A PC General Operating Support 5000 Dartmouth Natural Resources Trust 318 Chase Road Dartmouth ME 02747 N/A PC General Operating Support 15000 Franklin Land Trust 5 Mechanic Street Shelburne Falls MA 01370 N/A PC General Operating Support 14300 Kestrel Land Trust 37 Bay Road Amherst MA 01004 N/A PC General Operating Support 15000 Nature Trust of New Brunswick 404 Queen Street Fredericton New Brunswick CA E3B 1C3 N/A PC General Operating Support 15000 Putney Mountain Association PO Box 953 Putney VT 05346 N/A PC General Operating Support 11965 Scarborough Land Trust PO Box 1237 Scarborough ME 04070 N/A PC General Operating Support 15000 Society for the Protection of New Hampshire Forests 54 Portsmouth Street Concord NH 03301 N/A PC General Operating Support 4000 Sudbury Valley Trustees 18 Wolbach Road Sudbury MA 01776 N/A PC General Operating Support 15000 Trust for Public Land 23 Geart Street Suite 1000 San Francisco CA 94108 N/A PC General Operating Support 12237 Western Foothill Land Trust 445 Main Street Suite 5 Norway ME 04268 N/A PC General Operating Support 10000 Western Pennsylvania Conservancy 800 Waterfront Drive Pittsburgh PA 15222 N/A PC General Operating Support 15000 177502 0 14 4045 14 94392 18 105799 0 204236 0 204236 0 0 0 0 0 0 0 0 0 0 Tax preparation fees 3100 1550 1550 44370.793 units PYAIX 421079 421079 3299.838 units BGHIX 34027 34027 4863.330 units APHTX 127662 127662 2347.000 units IVV 1570847 1570847 10316.000 units OAKM 276262 276262 10772.664 units GSIMX 244970 244970 12227.163 units TCIEX 339182 339182 6959.266 units WCMIX 191867 191867 502483 502483 0 0 MA PC filing fees 35 0 35 Unrealized Gain on Securities 183215 Advisory fees 4000 0 4000 Investment advisory, recordkeeping, and custody 40357 36321 4036 Data management services 12000 0 12000 Excise tax payments 3521 0 0 Foreign taxes on investment income 1051 1051 0