2024-11-15T10:22:24-06:00 2023-12-31 991856619 GRANT THORNTON ADVISORS LLC 53 STATE STREET SUITE 1600 BOSTON MA 02109 990PF 2023-01-01 046719378 THE DUDLEY H AND SALLY S WILLIS CHARITABLE FOUNDATION DUDL 6172278860 50 CONGRESS STREET ROOM 800 BOSTON MA 02109 DUDLEY H WILLIS TRUSTEE 6172278860 2024-11-13 1 0 ERIN COUTURE P01390592 6177237900 2024-11-11 2023 2024-10-15 13:58:12Z X 2198280 X 10158 18765 18765 183885 190984 183885 15508 16220 0 228316 218870 0 1124 0 0 1124 18799 3760 0 15039 11690 2104 0 8417 62 27 0 35 1117 1117 0 0 32792 7008 0 24615 67400 67400 100192 7008 0 92015 128124 211862 0 109817 123358 123358 184440 189514 1152016 93547 93547 96434 565244 674753 826472 953048 1081172 2198280 0 0 X 0 0 0 0 953048 1081172 953048 1081172 953048 1081172 953048 128124 0 1081172 0 1081172 LONG TERM GAIN 2007-07-23 2023-12-31 190984 7099 183885 183885 183885 0 2945 0 2945 0 2945 6845 0 0 0 6845 0 3900 3900 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 ST 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 SALLY S WILLIS 50 CONGRESS STREET ROOM 800 BOSTON MA 02109 TRUSTEE 1.00 71 0 0 DUDLEY H WILLIS 50 CONGRESS STREET ROOM 800 BOSTON MA 02109 TRUSTEE 1.00 351 0 0 DEBORAH W DOWLING 50 CONGRESS STREET ROOM 800 BOSTON MA 02109 TRUSTEE 1.00 351 0 0 DUDLEY H WILLIS JR 50 CONGRESS STREET ROOM 800 BOSTON MA 02109 TRUSTEE 1.00 351 0 0 NONE 0 NONE 0 0 1078694 120620 826472 2025786 0 0 2025786 30387 1995399 99770 99770 2945 2945 96825 0 96825 0 96825 92015 0 92015 96825 67097 0 0 92015 67097 0 0 24918 0 0 0 0 0 0 0 0 71907 0 0 0 SALLY S WILLIS DUDLEY H WILLIS X BOSTON SYMPHONY ORCHESTRA 301 MASSACHUSETTS AVENUE BOSTON MA 02115 NONE PC GENERAL SUPPORT 6000 BOSTON UNIVERSITY LAW SCHOOL 765 COMMONWEALTH AVE BOSTON MA 02115 NONE PC GENERAL SUPPORT 1000 BROOKE CHARTER SCHOOL 190 CUMMINS HIGHWAY BOSTON MA 02131 NONE PC GENERAL SUPPORT 1000 CHARLES RIVER SCHOOL 56 CENTRE STREET DOVER MA 02030 NONE PC GENERAL SUPPORT 5000 CHARLES RIVER WATERSHED ASSOC 41 WEST STREET 8TH FLOOR BOSTON MA 02110 NONE PC GENERAL SUPPORT 1000 CHATHAM HALL 800 CHATHAM HALL CIR CHATHAM VA 24531 NONE PC GENERAL SUPPORT 5000 COLBY COLLEGE 4000 MAYFLOWER HILL DR WATERVILLE ME 04901 NONE PC GENERAL SUPPORT 600 DOVER LAND CONSERVATION TRUST PO BOX 562 DOVER MA 02030 NONE PC GENERAL SUPPORT 500 FRIENDS OF THE SHERBORN COA PO BOX 271 SHERBORN MA 01770 NONE PC GENERAL SUPPORT 1000 HALE RESERVATION 80 CARBY STREET WESTWOOD MA 02090 NONE PC GENERAL SUPPORT 500 HOBART COLLEGE 300 PULTENEY ST GENEVA NY 14456 NONE PC GENERAL SUPPORT 600 MASSACHUSETTS COALITION FOR THE HOMELESS 73 BUFFUM ST LYNN MA 01902 NONE PC GENERAL SUPPORT 500 MASSACHUSETTS AUDOBON SOCIETY 280 ELIOT STREET NATICK MA 01760 NONE PC GENERAL SUPPORT 2000 MASSACHUSETTS HORTICULTURAL SOCIETY 900 WASHINGTON STREET WELLESLEY MA 02482 NONE PC GENERAL SUPPORT 2000 MIDDLEBURY COLLEGE 14 OLD CHAPEL RD MIDDLEBURY VT 05753 NONE PC GENERAL SUPPORT 600 MIDDLESEX SCHOOL 1400 LOWELL RD PO BOX 9122 CONCORD MA 01742 NONE PC GENERAL SUPPORT 1000 NE CENTER AND HOME FOR VETERANS 17 COURT ST BOSTON MA 02108 NONE PC GENERAL SUPPORT 500 NEW ENGLAND AQUARIUM 1 CENTRAL WHARF BOSTON MA 021103399 NONE PC GENERAL SUPPORT 3000 NORWICH UNIVERSITY 158 HARMON DR NORTHFIELD VT 05663 NONE PC GENERAL SUPPORT 3000 PIONEER INSTITUTE 185 DEVONSHIRE ST STE 1101 BOSTON MA 02110 NONE PC GENERAL SUPPORT 1000 SHADY HILL SCHOOL 178 COOLIDGE HILL CAMBRIDGE MA 02138 NONE PC GENERAL SUPPORT 5000 SHERBORN COMMUNITY CENTER FOUNDATION PO BOX 2 2 SANGER STREET SHERBORN MA 01770 NONE PC GENERAL SUPPORT 500 SHERBORN DOLLARS FOR SCHOLARS PO BOX 63 SHERBORN MA 01770 NONE PC GENERAL SUPPORT 500 SHERBORN FOREST TRAIL PO BOX 477 SHERBORN MA 01770 NONE PC GENERAL SUPPORT 500 SHERBORN HISTORICAL SOCIETY 19 WASHINGTON STREET SHERBORN MA 01770 NONE PC GENERAL SUPPORT 1000 SHERBORN LIBRARY FRIENDS OF PO BOX 134 4 SANGER STREET STE 300 SHERBORN MA 01770 NONE PC GENERAL SUPPORT 500 SHERBORN POLICE ASSOCIATION LOCAL 158 17 WASHINGTON STREET SHERBORN MA 01770 NONE PC GENERAL SUPPORT 500 SHERBORN RURAL LAND FOUNDATION PO BOX 190 20 NORTH MAIN STREET SHERBORN MA 01770 NONE PC GENERAL SUPPORT 2000 ST ANDREW'S EPISCOPAL CHURCH 79 DENTON ROAD WELLESLEY MA 02482 NONE PC GENERAL SUPPORT 8000 ST BERNARD'S SCHOOL 4 EAST 98TH STREET NEW YORK NY 10029 NONE PC GENERAL SUPPORT 500 THE TRUSTEES 200 HIGH STREET SUITE 4A BOSTON MA 02110 NONE PC GENERAL SUPPORT 5000 UNIVERSITY OF RICHMOND 110 UR DRIVE SUITE 201 RICHMOND VA 23173 NONE PC GENERAL SUPPORT 600 WBUR 890 COMMONWEALTH AVENUE BOSTON UNIVERSITY BOSTON MA 02215 NONE PC GENERAL SUPPORT 3000 WCRB ONE GUEST STREET BOSTON MA 02135 NONE PC GENERAL SUPPORT 2000 WGBH ONE GUEST STREET BOSTON MA 02135 NONE PC GENERAL SUPPORT 1000 WINCHESTER PUBLIC LIBRARY 80 WASHINGTON STREET WINCHESTER MA 01890 NONE PC GENERAL SUPPORT 500 WOMEN'S LUNCH PLACE 67 NEWBURY STREET BOSTON MA 02116 NONE PC GENERAL SUPPORT 500 67400 0 14 18765 18 15508 18 183885 0 218158 0 218158 0 0 0 0 0 0 0 0 0 0 X X 1 DUDLEY H WILLIS 50 CONGRESS STREET ROOM 800 BOSTON MA 02109 10158 X X 1 PUBLICLY TRADED SECURITIES 375950 2023-09-01 ACCOUNTING & BOOKKEEPING SRVC 18799 3760 0 15039 PUBLICLY TRADED BONDS 93547 96434 PUBLICLY TRADED STOCK 189514 1152016 PARTNERSHIP INTEREST AT COST 674753 826472 BANK FEES 1117 1117 0 0 PARTNERSHIP INCOME 15508 16220 0 TAX PREPARATION FEES 11690 2104 0 8417 MA FILING FEE 35 0 0 35 FOREIGN TAX 27 27 0 0