2024-05-07T07:22:50-05:00 2023-12-31 010494526 Baker Newman & Noyes PO Box 507 Portland ME 04112 990PF 2023-01-01 026123078 Jennifer and Robert Grunbeck Family Foundation JENN 6172484760 Choate LLP PO Box 961019 Boston MA 02196 Robert M Grunbeck Trustee 6172484760 2024-05-07 1 Robert Grunbeck 999009999 0 Nicholas E Porto P01310283 2078792100 2024-05-07 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 123689 X 150 X 486 486 1778 1778 19944 143050 19944 22358 22208 0 0 0 2000 1000 1000 1762 1322 440 51 51 0 150 0 150 3963 2373 1590 87255 87255 91218 2373 88845 -68860 19835 11023 9746 9746 161115 113943 113943 172138 123689 123689 0 0 X 172138 123689 0 0 0 0 172138 123689 172138 123689 172138 -68860 20411 123689 0 123689 Publicly Traded Securities D 26911 2617 24294 24294 Publicly Traded Securities P 115999 120489 -4490 -4490 Capital Gains Dividends P 140 140 140 19944 276 0 276 0 276 1999 0 0 0 1999 0 1723 1723 0 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 NONE 0 NONE 0 0 155827 9680 0 165507 0 0 165507 2483 163024 8151 8151 276 276 7875 0 7875 0 7875 88845 0 88845 7875 0 0 104334 112395 90142 242642 301264 850777 88845 0 0 0 7875 80970 0 0 931747 0 0 0 0 0 0 104334 827413 112395 90142 242642 301264 80970 Robert M Grunbeck X Amherst Land Trust PO Box 753 Amherst NH 03031 N/A PC General Operating Support 2500 Animal Rescue League of NH 545 Route 101 Bedford NH 03110 N/A PC General Operating Support 2000 ASPCA 520 Eighth Avenue New York NY 10018 N/A PC General Operating Support 1000 Boston Childrens 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 500 Catholic Charities NH 100 William Loeb Drive 3 Manchester NH 03109 N/A PC General Operating Support 1500 ChildFund 2821 Emerywood Parkway Richmond VA 23294 N/A PC General Operating Support 505 Compassion International 12290 Voyager Parkway Colorado Springs CO 80921 N/A PC General Operating Support 510 Cystic Fibrosis Foundation 4550 Montgomery Avenue North Bethesda MD 20614 N/A PC General Operating Support 5000 Families In Transition 122 Market Street Manchester NH 03101 N/A PC General Operating Support 250 Habitat for Humanity Wake County 2420 North Raleigh Blvd Raleigh NC 27604 N/A PC General Operating Support 250 Heifer International 1 World Avenue Little Rock AR 72202 N/A PC General Operating Support 1240 Holiday Toy Store PO Box 6 Amherst NH 03031 N/A PC General Operating Support 500 Hope For Gus Foundation PO Box 114 Peterborough NH 03458 N/A PC General Operating Support 3000 Marine Toys for Tots Foundation 18251 Quantico Gateway Drive Triangle VA 22172 N/A PC General Operating Support 1250 Maryknoll Fathers and Brothers PO Box 302 Maryknoll NY 10545 N/A PC General Operating Support 1000 Michael J Fox Foundation PO Box 4777 New York NY 10163 N/A PC General Operating Support 500 Nashua Soup Kitchen & Shelter 2 Quincy Street Nashua NH 03060 N/A PC General Operating Support 500 Operation Delta Dog 19G Clinton Drive Hollis NH 03049 N/A PC General Operating Support 1000 OPL Charities 1000 Market Street Portsmouth NH 03801 N/A PC General Operating Support 22000 Pan Mass Challenge 77 Fourth Avenue Needham MA 02494 N/A PC General Operating Support 2000 Phillips Academy 180 Main Street Andover MA 01810 N/A PC General Operating Support 2000 Pine Stree Inn 444 Harrison Avenue Boston MA 02118 N/A PC General Operating Support 250 Protect Our Winters 4676 Broadway Street Boulder CO 80304 N/A PC General Operating Support 1000 SHARE Outreach 1 Columbus Avenue Milford NH 03055 N/A PC General Operating Support 1500 Shriners Hospitals for Children 2900 Rocky Point Drive Tampa FL 33607 N/A PC Shriners Children's Boston 1500 Souhegan Valley Interfaith Housing Corporation 11 Veterans Road 100 Amherst NH 03031 N/A PC General Operating Support 500 The Derryfield School 2108 River Road Manchester NH 03103 N/A PC Support for Breakthrough Manchester 5500 The Derryfield School 2108 River Road Manchester NH 03104 N/A PC General Operating Support 15000 University Of Denver 2199 South University Blvd Denver CO 80208 N/A PC General Operating Support 2000 Vermont Community Foundation 3 Court Street Middlebury VT 05753 N/A PC Vermont Flood Response & Recovery Fund 10000 87255 0 14 486 14 1778 18 19944 0 22208 0 22208 0 0 0 0 0 0 0 0 0 0 Tax Preparation Fees 2000 1000 1000 129 units Apple Inc 24836 24836 61 units Microsoft Corp 22938 22938 145 units Artisan Focus Fund 2687 2687 30 units Invesco S&P 500 Equal Weight ETF 4734 4734 65 units iShares Core S&P 500 ETF 31046 31046 60 units Pioneer Fund 2237 2237 130 units SPDR S&P 500 Fossl Fuel Reserves Free ETF 5045 5045 245 units GQG Partners International Opportunities Fund 4854 4854 365 units TIAA-CREF International Equity Index Fund 7979 7979 200 units WCM Focused International Growth Fund 4552 4552 60 units iShares Core MSCI Emerging Markets ETF 3035 3035 New Hampshire Filing Fee 150 0 150 Unrealized Gain on Securities 20411 Investment Management Fees 1762 1322 440 Foreign Taxes 51 51 0