2025-01-17T08:21:49-06:00 2024-10-31 010494526 Baker Newman & Noyes PO Box 507 Portland ME 04112 990PF 2023-11-01 043186411 Deran Hintlian Charitable Foundation DERA 6174786400 7 Wainwright Road 95 Winchester MA 018902393 Ken Hintlian Trustee 6174786400 2025-01-17 1 0 Connor Smart P02285543 2078792100 2025-01-17 2023 2024-10-15 13:58:12Z X 754525 X X 434 434 20422 20422 9212 145009 9212 30068 30068 0 0 0 2450 1225 1225 7178 5383 1795 36 0 36 9664 6608 3056 29123 29123 38787 6608 32179 -8719 23460 6332 2559 2559 10056 0 0 447477 570212 570212 166118 181754 181754 629983 754525 754525 0 0 X 629983 754525 0 0 0 0 629983 754525 629983 754525 629983 -8719 133261 754525 0 754525 Publicly Traded Securities P 138272 135797 2475 2475 Capital Gains Dividends P 6737 6737 6737 9212 326 0 326 0 326 1003 0 0 0 1003 0 677 677 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A Appelstein Monahan Group 6174786400 125 High Street 24th Floor Boston MA 02110 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Lu Ann Ohanian 7 Wainwright Road 95 Winchester MA 01890 Trustee 1.00 0 0 0 Kenneth D Hintlian 7 Wainwright Road 95 Winchester MA 01890 Trustee 1.00 0 0 0 NONE 0 NONE 0 0 715704 6854 0 722558 0 0 722558 10838 711720 35586 35586 326 326 35260 0 35260 0 35260 32179 0 32179 35260 29423 0 0 32179 29423 0 0 2756 0 0 0 0 0 0 0 0 32504 0 0 0 X Archdiocese of Boston 66 Brooks Drive Braintree MA 02184 N/A PC General Purpose 1000 Arlington Catholic High School 16 Medford Street Arlington MA 02474 N/A PC General Purpose 7500 Armenian Assembly of America 1032 15th Street NW Washington DC 20005 N/A PC General Purpose 5073 Belmont Day School 55 Day School Lane Belmont MA 02478 N/A PC General Purpose 500 Belmont Hill School 350 Prospect Street Belmont MA 02478 N/A PC General Purpose 2000 Cape Cod Healthcare Foundation 25 Communication Way Hyannis MA 02601 N/A PC General Purpose 200 Cornell University 377 Pine Tree Road Ithaca NY 14850 N/A PC General Purpose 2000 Friends of Goals 101 N Brand Boulevard Suite 1220 Glendale CA 91203 N/A PC General Purpose 1200 Golf Fights Cancer 300 Arnold Palmer Boulevard Norton MA 02766 N/A PC General Purpose 2000 Holy Trinity Armenian Apostle Church of Greater Boston 145 Brattle Street Cambridge MA 02138 N/A PC General Purpose 1000 University of Massachusetts 308 Mullins Center Amherst MA 01003 N/A PC General Purpose 3150 US Challenge Cup Inc 100 Amaral Street Riverside RI 02915 N/A PC General Purpose 3500 29123 0 14 434 14 20422 18 9212 0 30068 0 30068 0 0 0 0 0 0 0 0 0 0 Tax Preparation Fees 2450 1225 1225 11535.434 units Lord Abbett Bond Deb I 82248 82248 9422.928 units Pimco Income 12 99506 99506 200 units Invesco S&P 500 Equal Weight 35258 35258 300 units Ishares S&P Small Cap 34176 34176 275 units Ishares Russell Midcap V ETF 35882 35882 1000 units SPDR S&P Fossil Fuel Res Free 46590 46590 508 units Vanguard Value ETF Index 87457 87457 5419.916 units American BD FD of America F2 61137 61137 689.363 units American New Perspective F2 44167 44167 813.742 units First Eagle Global I 59973 59973 832.548 units Loomis Growth Y 36997 36997 322.121 units Oakmark Fund Institutional 49052 49052 1061.257 units WCM Focused Intl Gwth Inst 26871 26871 1395.121 units T Rowe Cap Apprec FD 52652 52652 Office Expenses 36 0 36 Net unrealized gain/(loss) on investments 124261 Net timing difference in checks written to funds withdrawn 9000 Investment Advisory, Grant Making Fees 7178 5383 1795