2026-03-20T09:44:10-05:00 2025-12-31 010494526 Baker Newman & Noyes PO Box 507 Portland ME 04112 990PF 2025-01-01 026123078 Jennifer and Robert Grunbeck Family Foundation JENN 6172484760 Choate LLP PO Box 961019 Boston MA 02196 Robert M Grunbeck Trustee 6172484760 2026-02-04 1 Connor Smart P02285543 2078792100 2026-02-04 2025 2025-03-06 01:10:19Z X 748556 X 351052 3051 3051 6074 6074 415872 449399 415872 776049 424997 0 0 0 2150 1075 1075 3886 2915 971 273 0 0 75 0 75 6384 3990 2121 103072 103072 109456 3990 105193 666593 421007 26804 92275 92275 393266 651809 651809 0 4472 4472 420070 748556 748556 0 0 X 420070 748556 0 0 0 0 420070 748556 420070 748556 420070 666593 9406 1096069 347513 748556 Publicly Traded Securities D 428569 14762 413807 413807 Publicly Traded Securities P 19542 18765 777 777 Capital Gains Dividends P 1288 1288 1288 415872 5852 0 5852 0 5852 1000 0 0 0 1000 0 4852 0 0 0 0 0 0 0 0 0 0 1 1 NH 1 0 0 0 0 1 N/A Choate Hall & Stewart LLP 6172484760 Two Intl Place Boston MA 02110 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Robert M Grunbeck Choate Hall Stewart LLP Two Intl Boston MA 02110 Trustee 1.00 0 0 0 Jennifer A Grunbeck Choate Hall Stewart LLP Two Intl Boston MA 02110 Trustee 1.00 0 0 0 Michael Grunbeck Choate Hall Stewart LLP Two Intl Boston MA 02110 Trustee (start 12/2025) 1.00 0 0 0 John K Grunbeck Choate Hall Stewart LLP Two Intl Boston MA 02110 Trustee (start 12/2025) 1.00 0 0 0 Maggie G Grunbeck Choate Hall Stewart LLP Two Intl Boston MA 02110 Trustee (start 12/2025) 1.00 0 0 0 NONE 0 NONE 0 0 407074 79509 0 486583 0 0 486583 7299 479284 23964 23964 5852 5852 18112 0 18112 0 18112 105193 0 105193 18112 0 0 90142 242642 301264 80970 80594 795612 105193 0 0 0 18112 87081 0 0 882693 0 0 0 0 0 0 90142 792551 242642 301264 80970 80594 87081 Robert M Grunbeck X Amherst Land Trust PO Box 753 Amherst NH 03031 N/A PC General Operating Support 500 Animal Rescue League of NH 545 Route 101 Bedford NH 03110 N/A PC General Operating Support 2500 Boston Children's Hospital 300 Longwood Avenue Boston MA 02115 N/A PC General Operating Support 1000 Boys and Girls Club of Souhegan Valley PO Box 916 Milford NH 03055 N/A PC General Operating Support 1500 Carrollton Fire Department 115 West Center Street Carrollton GA 30117 N/A GOV General Operating Support 3000 Castle Preservation Society PO Box 687 Moultonborough NH 03254 N/A PC General Operating Support 500 Catholic Charities NH 100 William Loeb Drive 3 Manchester NH 03109 N/A PC New Hampshire Food Bank 1000 Catholic Charities USA 2050 Ballenger Avenue 400 Alexandria VA 22314 N/A PC General Operating Support 1000 ChildFund 2821 Emerywood Parkway Richmond VA 23294 N/A PC General Operating Support 842 Compassion International 12290 Voyager Parkway Colorado Springs CO 80921 N/A PC General Operating Support 900 Dana-Farber Cancer Institute Inc 450 Brookline Avenue Boston MA 02215 N/A PC General Operating Support 750 Diocese of Manchester 153 Ash Street Manchester NH 03104 N/A PC General Operating Support 1000 Easter Seals of NH 555 Auburn Street Manchester NH 03103 N/A PC General Operating Support 2000 Families In Transition 122 Market Street Manchester NH 03101 N/A PC General Operating Support 500 General Secretariat of the Franciscan Missions Inc 940 North Browns Lake Drive Burlington WI 53105 N/A PC General Operating Support 2000 Habitat for Humanity Wake County 2420 North Raleigh Boulevard Raleigh NC 27604 N/A PC General Operating Support 500 Heifer International 1 World Avenue Little Rock AR 72202 N/A PC General Operating Support 1330 Holiday Toy Store PO Box 6 Amherst NH 03031 N/A PC General Operating Support 750 Homes for Our Troops 6 Main Street Taunton MA 02780 N/A PC General Operating Support 2500 Leukemia Research Foundation 191 Waukegan Road 105 Northfield RI 60093 N/A PC General Operating Support 1000 Marine Toys for Tots Foundation 18251 Quantico Gateway Drive Triangle VA 22172 N/A PC General Operating Support 1500 Maryknoll Fathers Inc PO Box 306 Maryknoll NY 10545 N/A PC General Operating Support 1000 Massachusetts General Hospital 125 Nashua Street 540 Boston MA 02114 N/A PC General Operating Support 1500 Michael J Fox Foundation PO Box 4777 New York NY 10163 N/A PC General Operating Support 500 Milford Rotary Club Foundation PO Box 618 Milford NH 03055 N/A PC General Operating Support 500 Nashua Soup Kitchen & Shelter 2 Quincy Street Nashua NH 03060 N/A PC General Operating Support 1500 Operation Delta Dog 19G Clinton Drive Hollis NH 03049 N/A PC General Operating Support 6000 OPL Charities 1000 Market Street Portsmouth NH 03801 N/A PC General Operating Support 5000 Pan Mass Challenge 77 Fourth Avenue Needham MA 02494 N/A PC General Operating Support 6000 Phillips Academy 180 Main Street Andover MA 01810 N/A PC General Operating Support 7000 Pine Street Inn 444 Harrison Avenue Boston MA 02118 N/A PC General Operating Support 1000 SHARE Outreach 1 Columbus Avenue Milford NH 03055 N/A PC General Operating Support 16500 Shriners Hospitals for Children 2900 Rocky Point Drive Tampa FL 33607 N/A PC General Operating Support 1500 St Judes Children's Research Hospital 262 Danny Thomas Place Memphis TN 38105 N/A PC General Operating Support 500 The Derryfield School (fiscal sponsor) 2108 River Road Manchester NH 03103 N/A PC Support for Breakthrough Manchester 5000 The Derryfield School 2108 River Road Manchester NH 03104 N/A PC General Operating Support 5000 University Of Denver 2199 South University Boulevard Denver CO 80208 N/A PC General Operating Support 18000 103072 0 14 3051 14 6074 18 415872 0 424997 0 424997 0 0 0 0 0 0 0 0 0 0 X X 1 Jennifer A Grunbeck Rev Trust 6 Fair Oaks Drive Amherst NH 03031 351052 X 1 Publicly Traded Securities 351052 2025-10-21 Tax preparation fees 2150 1075 1075 438.495 units BGHIX 4472 4472 1014 units AVGO 350945 350945 498.218 units APHTX 12525 12525 238 units IVV 163016 163016 797 units OAKM 22603 22603 643.672 units GSIMX 14463 14463 1236.401 units TCIEX 34434 34434 454 units VEU 33396 33396 821.021 units WCMIX 20427 20427 Book-to-tax adjustment for donated securities 347513 New Hampshire filing fees 75 0 75 Unrealized gains on securities 9406 Investment management fees 3886 2915 971 Excise taxes 273 0 0