2024-05-08T13:53:37-05:00 2023-12-31 141555429 UHY ADVISORS NORTHEAST INC 500 COMMERCIAL STREET MANCHESTER NH 03101 990PF 2023-01-01 900849733 THE HEARTHSTONE CHARITABLE FOUNDATION HEAR 6037144450 25 LEOPARDS LEAP MOULTONBOROUGH NH 03254 BETH STONEBRAKER PRESIDENT 6037144450 2024-05-08 1 BETH STONEBRAKER 999009999 1 MARIE C MCKAY P00294931 6036277659 2024-05-08 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 3001515 X 1585 X 52228 52228 52228 -9869 112614 0 838 0 838 44782 52228 53066 0 0 0 0 1510 0 0 0 2205 2130 0 0 620 620 0 0 4335 2750 0 0 153711 153711 158046 2750 0 153711 -113264 49478 53066 58085 31835 31835 1480680 1415083 2838798 91325 69908 67582 63300 63300 63300 1693390 1580126 3001515 0 0 X 0 0 0 0 1693390 1580126 1693390 1580126 1693390 1580126 1693390 -113264 0 1580126 0 1580126 42 VANGUARD INFLATION PROTECTED P 2023-12-19 989 977 12 12 700 ISHARES MSCI EAFE SMALL CAP P 2018-03-07 2023-12-19 42721 45752 -3031 -3031 1093 ISHARES MSCI EMERGING MARKETS P 2018-03-07 2023-12-19 43829 52749 -8920 -8920 845 VANGUARD INFLATION PROTECTED P 2023-12-19 19797 23005 -3208 -3208 CAPITAL GAINS DIVIDENDS P 5278 5278 5278 -9869 12 688 0 688 0 688 600 0 0 0 600 0 88 0 0 0 0 0 0 0 0 0 0 1 1 NH 1 0 0 0 0 1 N/A MICHAEL STONEBRAKER 6037144450 9 GRASSY POND ROAD MOULTONBOROUGH NH 03254 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BETH STONEBRAKER PO BOX 171530 BOSTON MA 02117 PRESIDENT 1.00 0 0 0 LESLIE K STONEBRAKER 43 HIDDEN OAK WAY MANCHESTER NH 03102 VICE PRESIDENT 1.00 0 0 0 MICHAEL STONEBRAKER PO BOX 171530 BOSTON MA 02117 TREASURER 1.00 0 0 0 SANDRA M STONEBRAKER PO BOX 171530 BOSTON MA 02117 SECRETARY 1.00 0 0 0 NONE 0 NONE 0 0 2736260 50784 0 2787044 0 0 2787044 41806 2745238 137262 137262 688 688 136574 0 136574 0 136574 153711 0 153711 136574 0 0 5652 5454 115269 56592 33312 216279 153711 0 0 0 136574 17137 0 0 233416 0 0 0 0 0 0 5652 227764 5454 115269 56592 33312 17137 BETH STONEBRAKER MICHAEL STONEBRAKER X ADL 605 THIRD AVENUE NEW YORK NY 101583650 HUMANITARIAN 2500 ART 31 ST JAMES AVE 360 BOSTON MA 02116 HUMANITARIAN 1500 BEACON ACADEMY 477 LONGWOOD AVENUE BOSTON MA 02215 HUMANITARIAN 30000 BRIGHAM & WOMEN'S 116 HUNTINGTON AVENUE 5TH FLOOR BOSTON MA 02116 HUMANITARIAN 5000 CATIE'S CLOSET 19 SCHOOL STREET DRACUT MA 01826 HUMANITARIAN 3000 CHARLES SCHWAB DONOR ADVISED FUND 25 LEOPARDS LEAP MOULTONBOROUGH NH 03254 HUMANITARIAN 3314 DONORS CHOOSE 134 W 37TH STREET NEW YORK NY 10018 HUMANITARIAN 1197 EDVESTORS 142 BERKELEY STREET STE 410 BOSTON MA 02116 HUMANITARIAN 1000 GIVE DIRECTLY PO BOX 3221 NEW YORK NY 10008 HUMANITARIAN 5000 HESTIA PO BOX 170058 BOSTON MA 02117 HUMANITARIAN 6000 MCLEAN HOSPITAL 115 MILL STREET BELMONT MA 02478 HUMANITARIAN 11500 NATIONAL ACADEMY OF ENGINEERING 500 FIFTH ST NW WASHINGTON DC 20001 HUMANITARIAN 1000 PLANNED PARENTHOOD MA 1055 COMMONWEALTH AVENUE BOSTON MA 022151001 HUMANITARIAN 10000 PLANNED PARENTHOOD NH 1055 COMMONWEALTH AVENUE BOSTON MA 02215 HUMANITARIAN 30000 POWERHOUSE 2606 KNOXVILLE DRIVE LEAGUE CITY TX 77573 HUMANITARIAN 1000 RIPPLES OF HOPE PO BOX 1263 DEDHAM MA 02027 HUMANITARIAN 3000 SOCIAL INNOVATION FORUM 2 OLIVER STREET BOSTON MA 02109 HUMANITARIAN 1500 THRIVE SCHOLARS 160 STATE ST BOSTON MA 02109 HUMANITARIAN 20000 TPC 100 PGA TOUR BLVD PONTE VEDRA BEACH FL 32082 HUMANITARIAN 2400 WBUR 890 COMMONWEALTH AVENUE THIRD FLOOR BOSTON MA 02215 HUMANITARIAN 1800 WMTC PO BOX 11 WINTHROP WA 98862 HUMANITARIAN 10000 YOUTH RENEWAL FUND 1460 BROADWAY NEW YORK NY 10036 HUMANITARIAN 3000 153711 0 52228 -9869 REFUND 01 838 0 838 42359 43197 4 INCOME GENERATED FROM INVESTMENTS PROVIDE NECESSARY CASH FLOWS 8 TO MAKE CONTRIBUTIONS REQUESTED FROM THE HEARTHSTONE CHARITABLE FUND 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 1510 0 0 0 VANGUARD SHORT TERM 69908 67582 VANGUARD TOTAL STOCK MARKET 130662 386883 VANGUARD TOTAL INTL STK 119286 145946 INVESCO QQQ TRUST 75427 466034 CALAMOS MARKET NEUTRAL 257874 282441 VANGUARD MID CAP 128253 240084 VANGUARD SMALL CAP 123325 226130 VANGUARD 500 INDEX 337317 719613 ISHARES CORE S&P MID CAP 84160 164904 ISHARES CORE S&P SMALL CAP 56826 110199 ISHARES MSCI EAFE SMALL 101953 96564 LOAN RECEIVABLE WMTC 63300 63300 63300 REFUND 838 838 STATE FEE 75 0 0 0 ADVISOR FEES 2130 2130 0 0 FOREIGN TAXES ACCRUED 620 620 0 0