2026-03-07T06:42:48-06:00 2025-12-31 383635706 REHMANN ROBSON LLC 5070 HIGHWAY A1A STE 250 VERO BEACH FL 32963 990PF 2025-01-01 922824291 HARTONG FAMILY FOUNDATION HART 2036221790 8 SOUND SHORE DRIVE SUITE 265 GREENWICH CT 06830 HENDRIK J HARTONG JR TRUSTEE 2036221790 2026-03-05 1 JAMES J SORENSON CPA P01076308 7722348484 2026-03-04 2025 2025-03-06 01:10:19Z X 6887445 X 3000000 9690 9690 83264 83264 91781 467333 91781 3184735 184735 0 66000 0 0 66000 5200 2600 0 2600 27258 27258 0 0 3200 0 0 0 2979 0 0 2979 104637 29858 0 71579 222788 222788 327425 29858 0 294367 2857310 154877 0 114770 604522 604522 2965546 5330030 6282923 3080316 5934552 6887445 4106 1032 4106 1032 X 0 0 3152982 3152982 -76772 2780538 3076210 5933520 3080316 5934552 3076210 2857310 0 5933520 0 5933520 BLACKROCK HIGH YIELD-K P 2023-11-15 2025-05-05 5591 5376 215 215 BLACKROCK HIGH YIELD-K P 2025-10-08 66496 64180 2316 2316 COMM SERV SELECT SECTOR SPDR P 2023-10-16 2025-05-05 16404 11462 4942 4942 FIDELITY 500 INDEX FUND P 2023-10-16 2025-05-05 112944 87372 25572 25572 FIDELITY 500 INDEX FUND P 2023-10-16 2025-06-24 96882 69357 27525 27525 FIDELITY 500 INDEX FUND P 2023-10-16 2025-08-21 55730 38199 17531 17531 FINANCIAL SELECT SECTOR SPDR P 2023-10-16 2025-05-05 20762 14088 6674 6674 VANGUARD MORTGAGE-BACKED SEC P 2025-10-08 92524 85518 7006 7006 91781 2153 0 2153 0 2153 1648 0 0 0 1648 0 505 0 0 0 0 0 0 0 0 0 0 0 1 CT 1 0 0 0 0 1 N/A BROOKE HASTINGS 2036221790 8 SOUND SHORE DRIVE SUITE 265 GREENWICH CT 06830 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 HENDRICK J HARTONG JR 8 SOUND SHORE DRIVE SUITE 265 GREENWICH CT 06830 TRUSTEE 1.00 0 0 0 HENDRICK J HARTONG III 8 SOUND SHORE DRIVE SUITE 265 GREENWICH CT 06830 TRUSTEE 0.25 0 0 0 PIETER R HARTONG 8 SOUND SHORE DRIVE SUITE 265 GREENWICH CT 06830 TRUSTEE/EXECUTIVE DIRECTOR 17.00 66000 0 0 BROOKE HASTINGS 8 SOUND SHORE DRIVE SUITE 265 GREENWICH CT 06830 COO 15.00 0 0 0 NONE 0 NONE 0 0 4095003 398594 0 4493597 0 0 4493597 67404 4426193 221310 221310 2153 2153 219157 0 219157 0 219157 294367 0 294367 219157 0 0 12971 12971 294367 0 0 0 219157 75210 0 0 88181 0 0 0 0 0 0 0 88181 12971 75210 HENDRICK J HARTONG JR BROOKE HASTINGS 8 SOUND SHORE DRIVE SUITE 265 GREENWICH CT 06830 2036221790 THE APPLICANT MUST VERIFY THEY ARE A QUALIFIED CHARITABLE ORGANIZATION. NONE NONE UNIVERSITY OF NEW HAVEN 300 BOSTON POST RD WEST HAVEN CT 06516 N/A PC SCHOLARSHIPS 7500 UNIVERSITY OF CONNECTICUT 233 GLENBROOK RD STORES CT 06269 N/A PC SCHOLARSHIPS 7500 METHODIST UNIVERSITY 5400 RAMSEY STREET FAYETTEVILLE NC 28311 N/A PC SCHOLARSHIPS 7500 FAIRFIELD UNIVERSITY 1073 NORTH BENSON RD FAIRFIELD CT 06824 N/A PC SCHOLARSHIPS 7500 WESTERN CT STATE UNIVERSITY 181 WHITE STREET DANBURY CT 06810 N/A PC SCHOLARSHIPS 7500 LENOIR RHYNE 625 7TH AVENUE NE LRU 7164 HICKORY NC 28601 N/A PC SCHOLARSHIPS 6688 SYRACUSE UNIVERSITY 119 BOWNE HALL DEPT 116244 SYRACUSE NY 13244 N/A PC SCHOLARSHIPS 15000 LEHIGH UNIVERSITY 27 MEMORIAL DRIVE WEST BETHLEHEM PA 180153093 N/A PC SCHOLARSHIPS 17403 MERCY UNIVERSITY 555 BROADWAY DOBBS FERRY NY 10522 N/A PC SCHOLARSHIPS 11511 UNIVERSITY OF THE CUMBERLANDS (MASTERS PROGRAM) 6194 COLLEGE STATION DR WILLIAMSBURG KY 40769 N/A PC SCHOLARSHIPS 7686 FLORIDA STATE UNIVERSITY (MASTERS PROGRAM) A1500 UNIVERSITY CENTER TALLAHASEE FL 323062398 N/A PC SCHOLARSHIPS 5000 NATIONAL OUTDOOR LEADERSHIP SCHOOL 284 LINCOLN STREET LANDER WY 82520 N/A PC SCHOLARSHIPS 10000 QUINNIPIAC UNIVERSITY 275 MOUNT CARMEL AVE HAMDEN CT 06518 N/A PC SCHOLARSHIPS 15000 FAIRFIELD UNIVERSITY 1073 NORTH BENSON RD FAIRFIELD CT 068245195 N/A PC SCHOLARSHIPS 15000 WATERSIDE SCHOOL 770 PACIFIC STREET STAMFORD CT 06902 N/A PC SCHOLARSHIPS 10000 QUINNIPIAC UNIVERSITY 275 MOUNT CARMEL AVE HAMDEN CT 06518 N/A PC WOMEN'S ICE HOCKEY TEAM 5000 QUINNIPIAC UNIVERSITY 275 MOUNT CARMEL AVE HAMDEN CT 06518 N/A PC WOMEN'S FIELD HOCKEY TEAM 5000 BOYS AND GIRLS CLUB OF GREENWICH 4 HORSENECK LANE GREENWICH CT 06830 N/A PC 2025 CAPITAL CAMPAIGN 10000 WEST HAVEN VA HEALTHCARE SYSTEM 950 CAMPBELL AVE WEST HAVEN CT 065162770 N/A PC SUBSTANCE ABUSE & TREATMENT 15000 SILVER HILL HOSPITAL 208 VALLEY RD NEW CANAAN CT 06840 N/A PC MARTIN CENTER RENOVATION 25000 TINY MIRACLES 1540 POST ROAD DARIEN CT 06820 N/A PC SUPPORT OF ORGANIZATION 1000 AUTISM SPEAKS 50F STREET NW WASHINGTON DC 20001 N/A PC SUPPORT OF ORGANIZATION 1000 TUNNEL TO TOWERS 2361 HYLAN BLVD STATEN ISLAND NY 10306 N/A PC SUPPORT OF ORGANIZATION 2000 ST JUDE'S CHILDREN'S RESEARCH HOSPITAL PO BOX 50 MEMPHIS TN 28101 N/A PC SUPPORT OF ORGANIZATION 1000 DOCTORS WITHOUT BORDERS 40 RECTOR STREET 16TH FLOOR NEW YORK NY 10006 N/A PC SUPPORT OF ORGANIZATION 1000 UNITED WAY INDIAN RIVER COUNTY PO BOX 1960 VERO BEACH FL 32961 N/A PC SUPPORT OF ORGANIZATION 1000 JIMMY LEE SCHOLARSHIP FOUNDATION 980 ANDERSON HILL RD PO BOX 229 PURCHASE NY 10577 N/A PC SCHOLARSHIPS 5000 222788 0 14 9690 14 83264 18 91781 0 184735 0 184735 0 0 0 0 0 0 0 0 0 0 X X 1 HENDRIK HARTONG JR 8 SOUND SHORE DRIVE STE 265 GREENWICH CT 06830 3000000 X TAX PREPARATION 5200 2600 0 2600 COMM SERV SELECT 89780 124195 CONSUMER STAPLES SPDR 56870 59814 CONSUMER DISCRETIONARY SELT 127204 152964 ENERGY SELECT SECTOR SPDR 60272 61566 FIDELITY 500 INDEX FUND 2648392 3332943 FINANCIAL SELECT SECTOR SPDR 176069 219518 HEALTH CARE SELECT SECTOR 141940 157432 INDUSTRIAL SELECT SECT SPDR 73805 91521 VANGUARD INFO TECH ETF 368586 477897 BLACKROCK HI YLD BND PORT-K 119962 121261 ISHARES 7-10 YEAR TREASURE 238071 240304 VANGUARD TOTAL BOND MARKET 90035 90217 VANGUARD MORTGAGE-BACKED SEC 357050 363128 VANGUARD INT-TERM CORPORATE 321945 331064 UTILITIES SELECT 28418 28645 ISHARES US TREASURE BOND 181632 180539 JPMORGAN ULTRA-SHORT INCOME 249999 249915 DUES & SUBSCRIPTIONS 243 0 0 243 OFFICE EXPENSE 2736 0 0 2736 CHASE CREDIT CARD 4106 1032 INVESTMENT ADVISORY FEES 27258 27258 0 0 TAXES - FEDERAL 3200 0 0 0