2024-11-15T10:24:54-06:00 2023-12-31 991856619 GRANT THORNTON ADVISORS LLC 53 STATE STREET SUITE 1600 BOSTON MA 02109 990PF 2023-01-01 046078934 RICHARD SALTONSTALL CHARITABLE FOUNDATION RICH 6172278660 50 CONGRESS ST RM 800 BOSTON MA 02109 DUDLEY H WILLIS TRUSTEE 6172278660 2024-11-14 1 0 ERIN COUTURE P01390592 6177237900 2024-11-14 2023 2024-10-15 13:58:12Z X 56349225 X X 277490 277490 510464 510464 -385291 1245762 0 713404 699983 0 1116067 1487937 0 41751 0 0 41751 405828 81165 0 324663 59313 11535 0 46136 69195 6695 0 500 32805 32805 0 0 608892 132200 0 413050 2303538 2303538 2912430 132200 0 2716588 -1796363 1355737 0 4192476 2386211 2386211 10364341 10168110 24615766 3298523 4297703 4344713 15879529 15086482 25002535 33734869 31938506 56349225 0 0 X 0 0 0 0 33734869 31938506 33734869 31938506 33734869 31938506 33734869 -1796363 0 31938506 0 31938506 LONG TERM GAIN AND LOSS 2009-11-23 2023-12-31 195764 198812 -3048 -3048 SHORT TERM GAIN AND LOSS 2023-04-19 2023-12-31 1049998 1432241 -382243 -382243 -385291 -382243 18845 0 18845 0 18845 52306 0 0 0 52306 0 33461 33461 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A SALTONSTALL CO 6172278660 50 CONGRESS STREET ROOM 800 BOSTON MA 02109 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DUDLEY H WILLIS 50 CONGRESS STREET ROOM 800 BOSTON MA 02109 TRUSTEE 1.00 7920 0 0 MARY R SALTONSTALL 50 CONGRESS STREET ROOM 800 BOSTON MA 02109 TRUSTEE 1.00 7920 0 0 DAVID S WILLIS 50 CONGRESS STREET ROOM 800 BOSTON MA 02109 TRUSTEE 1.00 7920 0 0 ROLAND F PEASE JR 50 CONGRESS STREET ROOM 800 BOSTON MA 02109 TRUSTEE 1.00 7920 0 0 MATTHEW MEGARGEL 50 CONGRESS STREET ROOM 800 BOSTON MA 02109 TRUSTEE 1.00 10070 0 0 NONE 0 SALTONSTALL & CO 50 CONGRESS STREET ROOM 800 BOSTON MA 02109 ACCOUNTING & MGMT 405828 0 0 26983837 4648979 25002535 56635351 0 0 56635351 849530 55785821 2789291 2789291 18845 18845 2770446 0 2770446 0 2770446 2716588 0 2716588 2770446 2303538 2021 2020 2019 0 0 2716588 2303538 0 0 413050 0 0 0 0 0 0 0 0 2357396 0 0 0 RICHARD SALTONSTALL CHARITABLE 50 CONGRESS STREET ROOM 800 BOSTON MA 02109 6172278660 NO SPECIAL REQUIREMENTS OCTOBER 1ST MASSACHUSETTS AREA AMNESTY INTERNATIONAL USA 5 PENN PLAZA 16TH FL NEW YORK NY 10001 NONE PC GENERAL SUPPORT 50000 ANIMAL RESCUE LEAGUE 10 CHANDLER STREET BOSTON MA 02116 NONE PC GENERAL SUPPORT 5000 BAY AREA LYME FOUNDATION 884 PORTOLA RD STE PORTOLA VALLEY CA 94028 NONE PC GENERAL SUPPORT 100000 BOSTON SYMPHONY ORCHESTRA 301 MASSACHUSETTS AVENUE BOSTON MA 02115 NONE PC GENERAL SUPPORT 30000 BOYS & GIRLS CLUBS OF BOSTON 200 HIGH STREET 4TH FL BOSTON MA 02110 NONE PC GENERAL SUPPORT 30000 CHARLES RIVER WATERSHED ASSOC 190 PARK ROAD WESTON MA 02493 NONE PC GENERAL SUPPORT 40000 CONSERVATION LAW FOUNDATION 62 SUMMER STREET BOSTON MA 02110 NONE PC GENERAL SUPPORT 150000 COMMUNITY ROWING INC 20 NONANTUM ROAD BOSTON MA 02135 NONE PC GENERAL SUPPORT 25000 CURE ALZHEIMER'S FUND 34 WASHINGTON STREET STE 200 WELLESLEY MA 02481 NONE PC GENERAL SUPPORT 150000 GLOBAL LYME ALLIANCE 1290 E MAIN ST 3RD STAMFORD CT 06902 NONE PC GENERAL SUPPORT 100000 GREATER BOSTON FOOD BANK 70 SOUTH BAY AVENUE BOSTON MA 02118 NONE PC GENERAL SUPPORT 110000 GROUND TRUTH PROJECT 10 GUEST STREET BOSTON MA 02135 NONE PC GENERAL SUPPORT 25000 HALE RESERVATION 80 CARBY STREET WESTWOOD MA 02090 NONE PC GENERAL SUPPORT 50000 HOMEWORKERS ORGANIZED FOR MORE EMPLOYMENT INC PO BOX 10 ORLAND ME 04472 NONE PC GENERAL SUPPORT 30000 IBME PO BOX 516 CONCORD MA 01742 NONE PC GENERAL SUPPORT 30000 INTERNATIONAL RED CROSS 101 STATEION LANDING STE MEDFORD MA 02155 NONE PC GENERAL SUPPORT 95000 MA COALITION TO PREVENT GUN VIOLENCE 11 BEACON STREET SUITE 722 BOSTON MA 02108 NONE PC GENERAL SUPPORT 20000 MASSACHUSETTS 4-H 1671 WORCESTER ROAD SUITE 403 FRAMINGHAM MA 05408 NONE PC GENERAL SUPPORT 15000 MASSACHUSETTS HISTORICAL SOCIETY 1155 BOYLSTON STREET BOSTON MA 02215 NONE PC GENERAL SUPPORT 50000 MASSACHUSETTS HORTICULTURAL SOCIETY 900 WASHINGTON STREET WELLESLEY MA 02482 NONE PC GENERAL SUPPORT 30000 MCLEAN HOSPITAL MAIL STOP 126 BELMON MA 01064 NONE PC GENERAL SUPPORT 25000 MUSEUM OF FINE ARTS 465 HUNTINGTON AVENUE BOSTON MA 02115 NONE PC GENERAL SUPPORT 50000 MUSEUM OF SCIENCE 1 MUSEUM OF SCIENCE DRIVEWAY BOSTON MA 02114 NONE PC GENERAL SUPPORT 30000 NEW ENGLAND AQUARIUM 1 CENTRAL WHARF BOSTON MA 03399 NONE PC GENERAL SUPPORT 150000 PEABODY ESSEX MUSEUM 161 ESSEX STREET SALEM MA 01970 NONE PC GENERAL SUPPORT 50000 PENOBSCOT MARINE MUSEUM PO BOX 498 SEARSPORT ME 049740498 NONE PC GENERAL SUPPORT 40000 PERKINS SCHOOL FOR THE BLIND 175 NORTH BEACON ST WATERTOWN MA 02472 NONE PC GENERAL SUPPORT 50000 PLANNED PARENTHOOD 1055 COMMONWELATH AVENUE BOSTON MA 02215 NONE PC GENERAL SUPPORT 70000 SAVE THE HARBOR 212 NORTHERN AVENUE STE 304 WEST BOSTON MA 02210 NONE PC GENERAL SUPPORT 40000 STRIVE 160 GOULD STREET STE 300 NEEDHAM MA 02494 NONE PC GENERAL SUPPORT 45000 THE NATURE CONSERVANCY OF MAINE FORT ANDROSS BOX 22 BRUNSWICK ME 04011 NONE PC GENERAL SUPPORT 20000 THOMPSON ISLAND OUTWARD BOUND PO BOX 127 BOSTON MA 02127 NONE PC GENERAL SUPPORT 35000 TUFTS MEDICAL CENTER 800 WASHINGTON STREET 231 BOSTON MA 02111 NONE PC GENERAL SUPPORT 60000 UNITED WAY 9 CHANNEL CENTER STREET UNIT 500 BOSTON MA 02210 NONE PC GENERAL SUPPORT 276038 WBUR 890 COMMONWEALTH AVE BOSTON MA 02215 NONE PC GENERAL SUPPORT 75000 WHOLE SCHOOL MINDFULNESS 460 CHESTNUT STREET WRENTHAM MA 02093 NONE PC GENERAL SUPPORT 40000 WOODS HOLE OCEANOGRAPHIC 266 WOODS HOLE ROAD MS 40A WOODS HOLE MA 02543 NONE PC GENERAL SUPPORT 50000 WGBH 890 COMMONWEALTH AVE BOSTON MA 02215 NONE PC GENERAL SUPPORT 62500 2303538 0 14 277490 14 510464 18 709501 18 -385291 MERGER CASH RECEIPT 01 3903 0 1116067 0 1116067 0 0 0 0 0 0 0 0 0 0 ACCOUNTING & MGMT 405828 81165 0 324663 PUBLIC CORPORATE BONDS 4297703 4344713 PUBLICLY TRADED STOCK 10168110 24615766 PARTNERSHIP AT COST 15086482 25002535 BANK FEES 32805 32805 0 0 PARTNERSHIP INVESTMENT INCOME 709501 696080 0 MERGER CASH RECEIPT 3903 3903 0 TAX PREPARATION FEES 16420 2956 0 11822 ADMINISTRATIVE FEE 42893 8579 0 34314 MA FILING FEE 500 0 0 500 FOREIGN TAX 6695 6695 0 0 FEDERAL TAX 62000 0 0 0