2025-08-08T08:11:22-05:00 2025-06-30 141555429 UHY ADVISORS NORTHEAST INC 14 WEST PLAIN STREET WAYLAND MA 01778 990PF 2024-07-01 223658076 THE HELEN G HAUBEN FOUNDATION INC HELE 9789528517 5 APPLE RIDGE LANE LITTLETON MA 01460 BRUCE HAUBEN PRESIDENT 9789528517 2025-08-05 1 0 MICHAEL A CLEMENTS P00108173 5086501122 2025-08-05 2024 2025-03-06 01:10:19Z X 6080150 X X 137390 137390 1434 759887 1434 138824 138824 0 0 0 6350 4128 0 3259 1629 0 9609 5757 0 224635 224635 234244 5757 224635 -95420 133067 3 3 3 1901460 821844 821844 1255953 1282469 3279711 548 554954 558611 658832 1059706 1419981 3816796 3718976 6080150 0 0 X 0 0 0 0 3816796 3718976 3816796 3718976 3816796 3718976 3816796 -95420 0 3721376 2400 3718976 5,000 INVESCO EXCHANGE TRADED FD P 2010-02-22 2025-03-07 73273 82696 -9423 -9423 400 LINEAGE INC P 2024-07-30 2025-03-07 24359 33240 -8881 -8881 GOVT NATL MTG ASSN P 2001-10-22 2025-06-30 128 130 -2 -2 1800.954 FIDELITY LOW PRICED STOCK P 2020-12-08 2025-03-07 72885 85926 -13041 -13041 556460.99 FIDELITY GOVT CASH RESERVES P 2025-05-13 2025-06-24 556461 556461 0 0 CAPITAL GAINS DIVIDENDS P 32781 32781 32781 1434 1850 0 1850 0 1850 2400 0 0 0 2400 5 545 545 0 0 0 0 0 0 0 0 0 0 0 0 1 MA 1 0 0 0 0 1 N/A BRUCE HAUBEN 9789528517 5 APPLE RIDGE LANE LITTLETON MA 01460 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BRUCE M HAUBEN 5 APPLE RIDGE LANE LITTLETON MA 01460 PRESIDENT 0.00 0 0 0 JOYCE BRINTON 5 APPLE RIDGE LANE LITTLETON MA 01460 DIRECTOR 0.00 0 0 0 JASON HAUBEN 3 TYLER DRIVE DARIEN CT 06820 DIRECTOR 0.00 0 0 0 MICHAEL HAUBEN 818 WESTLAKE DR ORMOND BEACH FL 32174 DIRECTOR 0.00 0 0 0 CRAIG HAUBEN 701 BRICKELL KEY BLVD UNIT 2503 MIAMI FL 33131 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 4248300 1698060 0 5946360 0 0 5946360 89195 5857165 292858 292858 1850 1850 291008 0 291008 0 291008 224635 0 224635 291008 28106 0 0 224635 28106 0 0 196529 0 0 0 0 0 0 0 0 94479 0 0 0 X AMERICA'S VETDOGS 371 EAST JERICHO TURNPIKE SMITHTOWN NY 11787 PC CHARITABLE 2500 ANGEL FLIGHT NE 1515 EAST 71ST STREET TULSA OK 74136 PC CHARITABLE 20500 BOSTON CASA 85 MERRIMACK ST 401 BOSTON MA 02114 PC CHARITABLE 2500 CHILDREN'S LITERACY FOUNDATION 1536 LOOMIS HILL ROAD WATERBURY CENTER VT 05677 PC CHARITABLE 10000 COMMON CAUSE 805 15TH STREET NW SUITE 800 WASHINGTON DC 20005 PC CHARITABLE 250 CURE BLINDNESS PO BOX 863 NORWICH VT 05055 PC CHARITABLE 3500 EMERSON HOSPITAL FOUNDATION 133 OLD ROAD TO 9 ACRE CORNER CONCORD MA 01742 PC CHARITABLE 20000 FISHER HOUSE 1400 VFW PKWY WEST ROXBURY MA 02132 PC CHARITABLE 5135 GREATER BOSTON FOOD BANK 70 S BAY AVE BOSTON MA 02118 PC CHARITABLE 10350 GROTON HILL MUSIC 122 OLD AYER RD GROTON MA 01450 PC CHARITABLE 12500 HEIFER INTERNATIONAL 1 WORLD AVENUE LITTLE ROCK AR 72202 PC CHARITABLE 5000 LAWRENCE BOYS & GIRLS CLUB 136 WATER STREET LAWRENCE MA 01841 PC CHARITABLE 25000 MA AUDUBON SOCIETY 208 SOUTH GREAT ROAD LINCOLN MA 01773 PC CHARITABLE 4000 MINUTE MAN ARC 1269 MAIN STREET CONCORD MA 01742 PC CHARITABLE 5125 MUSEUM OF SCIENCE 1 SCIENCE PARK BOSTON MA 02114 PC CHARITABLE 10300 MUSIC WORCESTER 319 MAIN ST WORCESTER MA 01608 PC CHARITABLE 3100 NE AQUARIUM 1 CENTRAL WHARF BOSTON MA 02110 PC CHARITABLE 5000 NE CENTER & HOME FOR VETERANS 17 COURT ST BOSTON MA 02108 PC CHARITABLE 5000 NE CONSERVATORY 290 HUNTINGTON AVENUE BOSTON MA 02115 PC CHARITABLE 5000 NATIONAL AUDUBON SOCIETY 225 VARICK ST NEW YORK NY 10014 PC CHARITABLE 1000 NEW ENGLAND RED CROSS 274 TREMONT STREET BOSTON MA 02116 PC CHARITABLE 500 PINE ST INN 444 HARRISON AVENUE BOSTON MA 02118 PC CHARITABLE 10250 PLANNED PARENTHOOD LEAGUE OF MA 1055 COMMONWEALTH AVENUE BOSTON MA 02215 PC CHARITABLE 5150 ROSIE'S PLACE 889 HARRISON AVENUE BOSTON MA 02118 PC CHARITABLE 5150 STAND UP TO CANCER PO BOX 843721 LOS ANGELES CA 90084 PC CHARITABLE 5000 TRINITY REPERTORY CO 201 WASHINGTON STREET PROVIDENCE RI 02903 PC CHARITABLE 5000 TRUSTEES OF RESERVATIONS 572 ESSEX STREET BEVERLY MA 01915 PC CHARITABLE 5175 UNICEF 18 TREMONT ST 820 BOSTON MA 02108 PC CHARITABLE 5000 USO VETS PO BOX 96860 WASHINGTON DC 20077 PC CHARITABLE 2500 USS CONSTITUTION MUSEUM BUILDING 22 CHARLESTOWN NAVY YARD CHARLESTOWN MA 02129 PC CHARITABLE 10000 WGBH 1 GUEST ST BRIGHTON MA 02135 PC CHARITABLE 3000 WICN PUBLIC RADIO 50 PORTLAND STREET WORCESTER MA 01608 PC CHARITABLE 1500 WILDLIFE CONSERVATION SOCIETY 2300 SOUTHERN BLVD BRONX NY 10460 PC CHARITABLE 7650 WORLD WILDLIFE FUND 1250 24TH STREET NW WASHINGTON DC 20037 PC CHARITABLE 3000 224635 0 137390 1434 0 0 138824 138824 3 INTEREST ON SAVINGS AND TEMPORARY CASH INVESTMENTS 4 INTEREST AND DIVIDENDS EARNED ON INVESTMENTS 8 GAIN ON SALE OF INVESTMENTS 0 0 0 0 0 0 0 0 0 0 UHY TAX PREPARATION FEE 6350 4128 0 BONDS 554954 558611 STOCKS 1282469 3279711 MUTUAL FUNDS AT COST 1059706 1419981 FEDERAL TAXES 2400 SUPPLIES 1659 829 0 FILING FEES 1600 800 0