2025-05-30T15:45:24-05:00 2024-12-31 020417217 LEONE MCDONNELL & ROBERTS PA 61 SOUTH MAIN STREET PO BOX 1140 WOLFEBORO NH 03894 990PF 2024-01-01 026037729 HENRY F HURLBURT III CHARITABLE TRUST DEBRA GOLDER TRUSTEE HENR 6035698400 15 VARNEY ROAD WOLFEBORO NH 03894 DEBRA GOLDER TRUSTEE 6035698400 2025-05-15 1 1 RYAN T MARAN CPA P01714533 6035691953 2025-05-15 2024 2025-03-06 01:10:19Z X 935034 X X 189 189 36182 36182 323496 388184 323496 359867 359867 600 0 0 2775 0 0 8284 0 0 11659 0 0 43000 43000 54659 0 43000 305208 359867 36213 22276 22276 312327 631052 912758 348540 653328 935034 0 0 X 0 0 0 0 0 0 348540 653328 348540 653328 348540 305208 0 653748 420 653328 348 SHARES OF AT & T STOCK 1993-01-01 2024-09-04 7200 1202 5998 5998 1,400 SHARES OF COCA COLA COMPANY STOCK 1993-01-01 2024-09-04 101871 1860 100011 100011 425 SHARES OF EXXON STOCK 1993-01-01 2024-09-04 48794 1163 47631 47631 554 SHARES OF NATIONAL GRID STOCK 2011-12-12 2024-07-03 1942 1942 1942 30 SHARES OF ORGANON STOCK 2010-12-09 2024-09-04 662 515 147 147 850 SHARES OF PROCTOR & GAMBLE STOCK 1993-01-01 2024-09-04 148645 3041 145604 145604 1,000 SHARES OF WELLS FARGO STOCK 2006-12-22 2024-09-04 58431 36531 21900 21900 84 SHARES OF WARNER BROS STOCK 1993-01-01 2024-09-04 629 376 253 253 FIRST TRUST EXCHANGE TRADED FD VIII FT ENERGY INCOME PARTNERS I 2014-12-15 2024-05-07 10 10 10 AMERICAN US GOVERNMENT MONEY MARKET FUND CLASS F2 2024-09-04 2024-10-03 20000 20000 0 0 323496 5002 0 5002 0 5002 0 0 5002 0 5002 23 23 0 0 0 0 0 0 0 0 0 0 1 1 NH 1 0 0 0 0 1 N/A DEBRA GOLDER 6035698400 15 VARNEY ROAD WOLFEBORO NH 03894 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DEBRA GOLDER 15 VARNEY ROAD WOLFEBORO NH 03894 TRUSTEE 1.00 200 0 0 RICHARD D SAGER 5 COURTHOUSE SQUARE OSSIPEE NH 03864 TRUSTEE 1.00 200 0 0 WILLIAM ALBEE 5 COURTHOUSE SQUARE OSSIPEE NH 03864 TRSUTEE 1.00 200 0 0 NONE 0 NONE 0 0 864409 29244 0 893653 0 0 893653 13405 880248 44012 44012 5002 5002 39010 0 39010 0 39010 43000 0 43000 39010 42428 0 0 43000 42428 0 0 572 0 0 0 0 0 0 0 0 38438 0 0 0 DEBRA GOLDER 15 VARNEY ROAD WOLFEBORO NH 03894 6035698400 LETTER NONE CONTRIBUTIONS ARE MADE TO RELIGIOUS, CHARITABLE, OR EDUCATIONAL ORGANIZATIONS, OR TO WORTHY INDIVIDUALS FOR EDUCATIONAL OR OTHER CHARITABLE PURPOSES. CONTRIBUTIONS ARE GIVEN ONLY TO THOSE ORGANIZATIONS AND INDIVIDUALS WHICH ARE LOCATED IN WOLFEBORO OR TUFTONBORO, NEW HAMPSHIRE. BREWSTER ACADEMY 80 ACADEMY DRIVE WOLFEBORO NH 03894 NONE NOT FOR PROFIT, PRIV GENERAL 3500 END 68 HOURS OF HUNGER SOUTH MAIN STREET WOLFEBORO NH 03894 NONE NOT FOR PROFIT, PUBL GENERAL 1000 FRIENDS OF THE LIBBY MUSEUM BOX 2062 WOLFEBORO NH 03894 NONE NOT FOR PROFIT, PUBL GENERAL 500 HARRIMAN HALE POST 18 PO BOX 145 WOLFEBORO NH 03894 NONE NOT FOR PROFIT GENERAL 500 KINGSWOOD YOUTH CENTER PO BOX 697 WOLFEBORO FALLS NH 03896 NONE NOT FOR PROFIT, PUBL GENERAL 1500 LAKES REGION HUMANE SOCIETY 11 OLD ROUTE 28 OSSIPEE NH 03864 NONE NOT FOR PROFIT GENERAL 5000 LIFE MINISTRIES PO BOX 476 WOLFEBORO FALLS NH 03896 NONE NOT FOR PROFIT, PUBL GENERAL 1500 MEALS ON WHEELS PO BOX 912 WOLFEBORO NH 03894 NONE NOT FOR PROFIT, PUBL GENERAL 2000 TUFTONBORO CHRISTMAS FUND PO BOX 98 TUFTONBORO NH 03816 NONE NOT FOR PROFIT GENERAL 500 TUFTONBORO FREE LIBRARY 221 MIDDLE ROAD CENTER TUFTONBORO NH 03816 NONE NOT FOR PROFIT GENERAL 500 TUFTONBORO HISTORICAL SOCIETY PO BOX 372 MELVIN VILLAGE NH 03850 NONE NOT FOR PROFIT, PUBL GENERAL 1000 VNA AND HOSPICE OF CAROLL COUNTY 645 SOUTH MAIN STREET WOLFEBORO NH 03894 NONE NOT FOR PROFIT, PUBL GENERAL 2500 WOLFEBORO AREA CHILDREN'S CENTER 180 SO MAIN STREET WOLFEBORO NH 03894 NONE NOT FOR PROFIT, PUBL GENERAL 2000 WOLFEBORO AREA RECREATIONAL ASSOCIATION PO BOX 833 WOLFEBORO NH 03894 NONE NOT FOR PROFIT, PUBL GENERAL 2000 WOLFEBORO HISTORICAL SOCIETY PO BOX 1066 WOLFEBORO NH 03894 NONE NOT FOR PROFIT GENERAL 500 CAITLYN CARROLL GREAT BAY COMMUNITY 320 CORPORATE DRIVE PORTSMOUTH NH 03801 NONE INDIVIDUAL SCHOLARSHIP 2500 KOLBY PLACE WHITE MOUNTAINS COMMUNI 2020 RIVERSIDE DRIVE BERLIN NH 03570 NONE INDIVIDUAL SCHOLARSHIP 2500 ELLIOTT GIESSLER UNIVERSITY OF SOUT PO BOX 9300 PORTLAND ME 04104 NONE INDIVIDUAL SCHOLARSHIP 4500 SARAH ARBOUR SAINT ANSELM COLLEGE 100 SAINT ANSELM DRIVE MANCHESTER NH 03102 NONE INDIVIDUAL SCHOLARSHIP 4500 WILLIAM CRANE COLLEGE OF WOOSTER 1189 BEALL AVENUE WOOSTER OH 44691 NONE INDIVIDUAL SCHOLARSHIP 4500 43000 0 14 189 14 36182 323496 0 36371 323496 359867 3 INCOME FROM ALL OF THE ABOVE SOURCES IS USED: (1) TO SATISFY THE 4 OPERATING AND ADMINISTRATIVE COSTS OF MANAGING THE TRUST, AND (2) 7 TO MAKE DONATIONS TO VARIOUS RELIGIOUS, CHARITABLE AND EDUCATIONAL 8 INSTITUTIONS OR TO WORTHY INDIVIDUALS. 0 0 0 0 0 0 0 0 0 0 LEONE, MCDONNELL AND ROBERTS, PA 2775 0 0 TAXPAYER HAS ELECTED TO APPLY $42,428 OF 2024 DISTRIBUTIONS TO 2023 UNDISTRIBUTED AMOUNT. INVESTMENTS 631052 912758 FEDERAL INCOME TAX PAYMENTS 420 PROBATE COURT 85 0 0 STATE OF NH FEES 75 0 0 BOOKKEEPING 1115 0 0 FOREIGN TAXES AND FEES 89 0 0 BOND INSURANCE 850 0 0 BANK SERVICE CHARGES 5 0 0 ADMINISTRATION FEES 17 0 0 ADVISORY FEE 6048 0 0