2026-08-11T16:38:38-05:00 2026-03-31 042536173 LIVINGSTON & HAYNES PC 40 GROVE STREET WELLESLEY MA 024827711 990PF 2025-04-01 042104293 WILLIAM TOWNSEND PORTER FOUNDATION C/O HEMENWAY & BARNES WILL 6172277940 75 STATE STREET BOSTON MA 02109 ARTHUR B PAGE TRUSTEE 6172277940 2026-08-09 1 WENDI S HAYNES P00176030 7812373339 2026-08-09 2025 2025-03-06 01:10:19Z X 4360520 X X 10524 10524 82765 82765 219488 767222 219488 312777 312777 0 0 0 14924 0 15327 11500 4200 6900 43205 43205 0 4961 0 0 779 91 35 75369 47496 22262 177626 177626 252995 47496 199888 59782 265281 267149 116797 116797 649523 879615 879615 3131691 3208337 3208337 24600 24925 24925 127521 126604 126604 4938 4242 4242 4205422 4360520 4360520 13508 13605 27634 30835 41142 44440 X 4164280 4316080 4164280 4316080 4205422 4360520 4164280 59782 92018 4316080 0 4316080 PUBLICLY TRADED SECURITIES P 767222 547734 219488 219488 219488 3687 0 3687 0 3687 1760 0 0 0 1760 0 1927 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A THE FOUNDATION 6172277940 75 STATE STREET BOSTON MA 02109 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PAMELA J GUNTER-SMITH PHD HEMENWAY BARNES LLP 75 STATE ST BOSTON MA 02109 PRESIDENT 1.00 0 0 0 BASIL STEWART HEMENWAY BARNES LLP 75 STATE ST BOSTON MA 02109 TREASURER 2.00 0 0 0 ARTHUR BPAGE ESQ HEMENWAY BARNES LLP 75 STATE ST BOSTON MA 02109 CLERK 1.00 0 0 0 DAVID L VAN VACTOR PHD HEMENWAY BARNES LLP 75 STATE ST BOSTON MA 02109 TRUSTEE 1.00 0 0 0 SHEILA M THOMAS HEMENWAY BARNES LLP 75 STATE ST BOSTON MA 02109 TRUSTEE 1.00 0 0 0 MARTIN FRANK HEMENWAY BARNES LLP 75 STATE ST BOSTON MA 02109 TRUSTEE 1.00 0 0 0 ERIC FLOYD MS MBA PHD HEMENWAY BARNES LLP 75 STATE ST BOSTON MA 02109 TRUSTEE 1.00 0 0 0 JEAN KING PHD HEMENWAY BARNES LLP 75 STATE ST BOSTON MA 02109 TRUSTEE 1.00 0 0 0 ROBERT CARTER MPH PHD HEMENWAY BARNES LLP 75 STATE ST BOSTON MA 02109 TRUSTEE 1.00 0 0 0 NONE 0 HEMENWAY & BARNES LLP 75 STATE ST BOSTON MA 02109 INVESTMENT ADVISOR, FIDUCIARY AND ADM SERVICES 58129 0 0 4239487 245975 4349 4489811 0 0 4489811 67347 4422464 221123 221123 3687 3687 217436 0 217436 0 217436 199888 0 199888 217436 170161 0 0 199888 170161 0 0 29727 0 0 0 0 0 0 0 0 187709 0 0 0 X AMERICAN PHYSIOLOGICAL SOCIETY 9650 ROCKVILLE PIKE BETHESDA MD 20814 NONE PC SUPPORT 141500 MARINE BIOLOGICAL LABORATORY 7 MBL ST WOODS HOLE MA 02543 NONE PC SUPPORT 17000 THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY 485 BROADWAY MAIL CODE 8838 REDWOOD CITY CA 94063 NONE PC SUPPORT 9126 UNIVERSITY OF LOUISVILLE RESEARCH FOUNDATION 2215 S BROOK STREET LOUISVILLE KY 40208 NONE PC SUPPORT 10000 177626 0 14 10524 14 82765 18 219488 0 312777 0 312777 0 0 0 0 0 0 0 0 0 0 LIVINGSTON & HAYNES, PC 11500 4200 6900 FISERV INC SR GLBRL 24925 24925 ABBOTT LABORATORIES 92403 92403 ADVANCED MICRODEVICES 101715 101715 ALPHABET INC 244426 244426 AMAZON INC 141624 141624 AMERICAN EXPRESS CO 45372 45372 ANALOG DEVICES INC 159070 159070 APPLE INC 177653 177653 APPLIED MATERIALS INC 78612 78612 APTARGROUP INC 81913 81913 AUTOMATIC DATA PROCESSING INC 85336 85336 CANADIAN NATIONAL RAILWAY CO 71939 71939 CARRIER GLOBAL CORPORATION 33786 33786 CHARLES SCHWAB CORP 46990 46990 CHEVRON CORP NEW COM 112760 112760 DANAHER CORP 90060 90060 ELI LILLY & CO 57946 57946 HOME DEPOT INC 90445 90445 JOHNSON & JOHNSON 158886 158886 MASTERCARD INC 139904 139904 MCCORMICK & CO INC 15889 15889 MICROSOFT CORP 124006 124006 NVIDIA CORP 209280 209280 PROCTER & GAMBLE CO 83053 83053 RELX PLC SPONSORED ADR 16575 16575 RTX CORPORATION COM 140817 140817 SCHNEIDER ELEC ADR 97974 97974 TJX COMPANIES 147722 147722 UBER TECHNOLOGIES INC 44956 44956 UNITEDHEALTH GROUP INC 55471 55471 VERTEX PHARMACEUTICALS INC 53585 53585 WAL-MART STORES INC 130494 130494 XYLEM INC 77675 77675 879615 879615 0 0 OSTERWEIS STRATEGIC INCOME FMV 126604 126604 HEMENWAY & BARNES, LLP 14924 0 15327 ACCRUED INTEREST RECEIVABLE 2548 2241 2241 DIVIDENDS RECEIVABLE 1405 2001 2001 EXCISE TAXES RECEIVABLE 985 0 0 TRANSACTION FEES 91 91 0 OFFICERS AND DIRECTORS INSURANCE 653 0 0 MA FORM PC FILING FEE 35 0 35 INCREASE IN MKT VALUE OF INVESTMENTS 92018 DEFERRED FEDERAL EXCISE TAXES 27634 28913 ACCRUED FEDERAL EXCISE TAXES 0 1922 HEMENWAY & BARNES, LLP -INVESTMENT ADVISORY 43205 43205 0 FEDERAL EXCISE TAX ON INV INCOME 4961 0 0