2024-06-21T14:45:39-05:00 2023-12-31 381357951 PLANTE & MORAN PLLC 8181 E TUFTS AVE SUITE 600 DENVER CO 80237 990PF 2023-01-01 043510635 FOX ROCK FOUNDATION C/O ROBERT T & KAREN HALE JR NEWB 7817404558 150 NEWPORT AVE EXT QUINCY MA 02171 ROBERT HALE FOUNDATION MANAGER 7817404558 2024-06-14 1 ROBERT HALE 999009999 1 CHAD RICHARD P01265096 3037409400 2024-06-14 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 239689 X 2050000 10583 10583 0 2060583 10583 0 0 0 5250 5250 0 1000 1000 0 6250 6250 0 2872580 2872580 2878830 6250 2872580 -818247 4333 157651 135073 135073 1456766 104616 104616 11050 11050 1614417 239689 239689 0 0 X 0 0 0 0 1614417 239689 1614417 239689 1614417 239689 1614417 -818247 0 796170 556481 239689 60 0 60 0 60 91 0 0 0 91 0 31 31 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 1 0 0 1 N/A ROBERT T KAREN HALE JR 7817404558 150 NEWPORT AVE EXT QUINCY MA 02171 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ROBERT T HALE JR C/O FOX ROCK CAPITAL LLC 150 NEWPORT AVE EXT QUINCY MA 02171 TRUSTEE 0.25 0 0 0 KAREN R HALE C/O FOX ROCK CAPITAL LLC 150 NEWPORT AVE EXT QUINCY MA 02171 TRUSTEE 0.25 0 0 0 NONE 0 NONE 0 0 0 360363 0 360363 0 0 360363 5405 354958 17748 17748 60 60 17688 0 17688 0 17688 2872580 0 2872580 17688 0 0 400644 352884 98454 113609 44590892 45556483 2872580 0 0 0 17688 2854892 0 0 48411375 0 0 0 0 0 0 400644 48010731 352884 98454 113609 44590892 2854892 ROBERT T HALE JR KAREN R HALE X ALZHEIMER'S ASSOC - MA CHAPTER 480 PLEASANT STREET WATERTOWN MA 02472 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 150 BAY COLONY DOLLARS FOR SCHOLARS 8700 BAY COLONY DRIVE NAPLES FL 34108 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTIONS 1500 BERMUDA ZOOLOGICAL SOCIETY 40 NORTH SHORE ROAD FLATS VILLAGE FL 32162 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTIONS 300 BREAST CANCER RESEARCH FOUNDATION 28 WEST 44TH STREET SUITE 609 NEW YORK NY 10036 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTIONS 2000 COREY C GIFFIN FOUNDATION 205 NEWBURY STREET 410 FRAMINGHAM MA 01701 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTIONS 1000 DANA FARBER CANCER INSTITUTE PO BOX 849168 BOSTON MA 02284 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTIONS 20000 DOVE 5056 N MARINE DRIVE CHICAGO IL 60640 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTIONS 20000 ECPAT-USA 86 WYCKOFF AVE BROOKLYN NY 11237 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTIONS 100000 FRANCISCAN CHILDRENS 30 WARREN ST BRIGHTON MA 02135 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTIONS 1000000 HAYMAKERS FOR HOPE 100 N WASHINGTON ST 4TH FL BOSTON MA 02114 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTIONS 5000 HINGHAM CONGREGATIONAL CHURCH 378 MAIN ST HINGHAM MA 02043 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTIONS 1000000 MSPCA ANIMAL CARE AND ADOPTION CENTER 350 S HUNTINGTON AVE JAMAICA PLAIN MA 02130 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTIONS 1000 NEW ENGLAND WILDLIFE CENTER 500 COLUMBIAN STREET SOUTH WEYMOUTH MA 02190 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTIONS 7000 PAN MASS CHALLENGE 77 4TH AVENUE NEEDHAM MA 02494 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTIONS 1130 PARKINSONS FOUNDATION 1359 BROADWAY STE 1509 NEW YORK NY 10018 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTIONS 1000 POCUMTUCK VALLEY MEMORIAL ASSOCIATION (PVMA) PO BOX 428 DEERFIELD MA 01342 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTIONS 100000 RICKY KING FUND 5051 CASTELLO DRIVE SUITE 21 NAPLES FL 34103 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTIONS 5000 THE GREATER BOSTON FOOD BANK 70 SOUTH BAY AVE BOSTON MA 02118 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTIONS 2500 THE SPORTS MUSEUM TD GARDEN 100 LEGENDS WAY BOSTON MA 02114 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTIONS 100000 UNIVERSITY OF MASSACHUSETTS FOUNDATION 100 CARLSON AVE BUILDING 12 NEWTOWN MA 02459 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTIONS 500000 WOMANADE INC PO BOX 570 HINGHAM MA 02043 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTIONS 5000 2872580 0 10583 0 0 10583 10583 4 THE FIDELITY INVESTMENT STATEMENTS OBTAINED DIVIDEND INCOME 4 FROM SECURITIES AND CASH RESERVES. 0 0 0 0 0 0 0 0 0 0 X X 1 ROBERT T HALE JR C/O FOX ROCK CAPITAL LLC 150 NEWPOR QUINCY MA 02171 1025000 X 2 KAREN HALE C/O FOX ROCK CAPITAL LLC 150 NEWPOR QUINCY MA 02171 1025000 X ACCOUNTING FEE 5250 5250 0 PRIOR PERIOD ADJUSTMENT 556481 ROBERT KAREN HALE JR C/O FOX ROCK CAPITAL LLC 150 NEWPORT AVE EXT QUINCY MA 02171 MA FILING FEE 1000 1000 0