2024-05-20T15:10:07-05:00 2023-12-31 420714325 RSM US LLP 127 PUBLIC SQUARE STE 2300 CLEVELAND OH 441141152 990PF 2023-01-01 066447022 LINDA P & EDWARD P WILLIAMS FAMILY FOUND WILL 7033105160 6209 LOCH RAVEN DR MCLEAN VA 22101 TIMOTHY WILLIAMS DIRECTOR 7035560622 2024-05-09 1 TIMOTHY WILLIAMS XXX-XX-XXXX 0 TAMMY GREBER P00295154 2165231900 2024-05-09 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 1200898 X X 21461 21461 9038 69464 9038 30499 30499 0 0 0 9995 9995 0 42 42 0 300 300 0 10337 10337 0 12500 12500 22837 10337 12500 7662 20162 87326 30497 30497 10960 10960 250652 206033 828212 285476 325476 331229 623454 572966 1200898 58150 58150 0 X 565304 572966 0 0 0 0 565304 572966 623454 572966 565304 7662 0 572966 0 572966 KEY BANK #48000 P 2022-12-16 2023-10-19 2993 2914 79 79 KEY BANK #48000 P 2023-01-01 2023-12-31 66471 57512 8959 8959 9038 280 0 280 0 280 2916 0 0 0 2916 0 2636 2636 0 0 0 0 0 0 0 0 0 0 0 1 1 CT 1 0 0 0 0 1 NONE TIMOTHY WILLIAMS 7035560622 6209 LOCH RAVEN DRIVE MCLEAN VA 22101 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 TIMOTHY WILLIAMS 6209 LOCH RAVEN DRIVE MCLEAN VA 22101 TRUSTEE 1.00 0 0 0 LINDA B WILLIAMS 2522 AGARD RD TRUMANSBERG NY 14886 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 1057545 20465 0 1078010 0 0 1078010 16170 1061840 53092 53092 280 280 52812 0 52812 0 52812 12500 0 12500 52812 0 0 6036 9260 15296 12500 0 0 0 12500 0 15296 15296 0 0 0 0 0 25016 0 0 0 X BLUE HILL LIBRARY 5 PARKER POINT ROAD BLUE HILL ME 04614 NONE PUBLIC GENERAL 2000 CORNELL LAB OF ORNITHOLOGY 159 SAPSUCKER WOODS ROAD ITHACA NY 14850 NONE PUBLIC GENERAL 4000 RAINFOREST TRUST 7078 AIRLIE RD WARRENTON VA 20187 NONE PUBLIC GENERAL 4000 NATURE CONSERVANCY 425 BARLOW PL 100 BETHESDA MD 20814 NONE PUBLIC GENERAL 1000 UNION OF CONCERNED SCIENTISTS TWO BRATTLE SQUARE CAMBRIDGE MD 021383780 NONE PUBLIC GENERAL 1000 MAINE AUDUBON 20 GILSLAND FARM RD FALMOUTH ME 04105 NONE PUBLIC GENERAL 500 12500 0 14 14 21461 18 9038 0 30499 0 30499 0 0 0 0 0 0 0 0 0 0 ISHARES 5-10 YR INV GRADE CORP BOND 237910 243672 VANGAURD ULTRA-SHORT-TERM BOND FUNDS 87566 87557 ADOBE INC - 12 SHARES 5447 7159 ALPHABET INC - 200 SHARES 6575 27938 AMAZON COM INC - 500 SHARES 4538 75970 APPLE INC - 590 SHARES 3582 113593 BLOCK INC COM - 85 SHARES 7341 6575 CATERPILLAR INC - 200 SHARES 5310 59134 CME GROUP INC - 100 SHARES 9324 21060 COSTCO WHOLESALE CORP - 50 SHARES 6201 33004 DANAHER CORP DEL - 100 SHARES 4975 23134 EMERSON ELEC CO - 50 SHARES 3405 4867 META PLATFORMS INC - 100 SHARES 9118 35396 FORTIVE CORP - 50 SHARES 1563 3682 HOME DEPOT INC - 50 SHARES 3990 17328 ISHARES CORE S&P MID-CAP 37665 97003 ISHARES RUSSELL 2000 INDEX FUND 9181 18666 JOHNSON&JOHNSON - 88 SHARES 4917 13793 JP MORGAN CHASE & CO - 200 SHARES 7674 34020 MICROSOFT CORP - 200 SHARES 9692 75208 NIKE INC - 100 SHARES 3964 10857 NVIDIA CORP - 44 SHARES 5304 21790 PFIZER INC - 200 SHARES 6031 5758 REPUBLIC SERVICES INC - 150 SHARES 5241 24737 SEMPRA ENERGY COM - 200 SHARES 11072 14946 THERMO FISHER SCIENTIFIC INC - 100 SHARES 10091 53079 VONTIER CORP - 20 SHARES 271 691 WALT DISNEY CO - 100 SHARES 7087 9029 KENVUE INC - 96 SHARES 668 2067 ISHARES CORE MSCI EAFE ETF CLOSED END FUND 15806 17728 BANK FEES AND CHARGES 170 170 0 MISC. EXPENSES 130 130 0 INVESTMENT MANAGEMENT FEES (KEY TRUST) 9995 9995 0 FOREIGN TAXES 42 42 0