2023-08-29T14:40:28-05:00 2022-12-31 263753134 CBIZ MHM LLC 500 BOYLSTON STREET BOSTON MA 02116 990PF 2022-01-01 046956130 THE AM FUND AMFU 6175744032 220 BOYLSTON STREET BOSTON MA 02116 ARNOLD HIATT TRUSTEE 6175744032 2023-08-14 1 ARNOLD HIATT 999009999 0 JOANNA D POWELL P01488107 6177610600 2023-08-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 1303972 X 466365 314 314 6911 6911 -436097 766733 141248 37493 148473 0 0 0 42500 0 42500 3243 0 3243 6800 6800 0 25545 25545 0 3612 3612 0 20140 0 20140 5136 0 5136 106976 35957 71019 408000 408000 514976 35957 479019 -477483 112516 27438 25874 25874 1720477 1278098 1278098 3272 3272 1747915 1303972 1303972 80851 0 80851 X 85886 85886 0 0 1662029 1137235 1747915 1223121 1747915 1303972 1747915 -477483 0 1270432 47311 1223121 CHARLES SCHWAB STCG 2022-12-31 260 260 0 0 CHARLES SCHWAB STCG 3244 2022-12-31 739149 625225 113924 113924 CHARLES SCHWAB STCG 9131 2022-12-31 24887 24887 24887 CAPITAL GAINS DIVIDENDS P 2437 2437 2437 141248 1564 0 1564 0 1564 7813 0 0 0 7813 X 0 6249 1600 4649 0 0 0 0 0 0 0 0 0 0 0 1 MA 1 0 0 0 0 1 N/A ARNOLD HIATT 6175744032 220 BOYLSTON STREET BOSTON MA 02116 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ARNOLD S HIATT 400 ATLANTIC AVENUE BOSTON MA 02110 TRUSTEE 5.00 0 0 0 AMY R HIATT 400 ATLANTIC AVENUE BOSTON MA 02110 TRUSTEE 5.00 0 0 0 MATTHEW T HIATT 400 ATLANTIC AVENUE BOSTON MA 02110 TRUSTEE 5.00 0 0 0 ELLEN SAHL 400 ATLANTIC AVE BOSTON MA 02110 ASST. TO CHAIRMAN 40.00 0 0 0 0 NONE 0 NONE 0 NONE 0 0 1144838 81823 0 1226661 0 0 1226661 18400 1208261 60413 60413 1564 1564 58849 0 58849 0 58849 479019 0 479019 58849 0 0 649757 685102 577992 535184 564185 3012220 479019 0 0 0 58849 420170 0 0 3432390 0 0 0 0 0 0 649757 2782633 685102 577992 535184 564185 420170 ARNOLD S HIATT X INSTITUTE FOR JUSTICE & DEMOCRACY IN HAITI 15 NEWBURY ST BOSTON MA 02116 501(C)(3) GENERAL FUNDING 25000 ISABELLA STEWART GARDNER MUSEUM 25 EVANS WAY BOSTON MA 02115 501(C)(3) GENERAL FUNDING 33000 J STREET EDUCATION FUND INC J STREET PO BOX 66073 WASHINGTON DC 20025 501(C)(3) GENERAL FUNDING 60000 MASS COMMUNITIES FOR ACTION NETWORK 14 CUSHION AVE DORCHESTER MA 02125 501(C)(3) GENERAL FUNDING 15000 MASSACHUSETTS BUDGET AND POLICY CENTER 1 STATE ST SUITE 1250 BOSTON MA 02109 501(C)(3) GENERAL FUNDING 15000 MEDIA MATTERS 5405 MONTGOMERY ST SPRINGFIELD VA 22151 501(C)(3) GENERAL FUNDING 1000 MIL MILAGROS 400 ATLANTIC AVENUE BOSTON MA 02110 501(C)(3) GENERAL FUNDING 25000 NEW ISRAEL FUND 437 NEWTONVILLE AVE SUITE 4 NEWTON MA 02460 501(C)(3) GENERAL FUNDING 80000 RIAN IMMIGRANT CENTER ONE STATE ST 8TH FLOOR BOSTON MA 02109 501(C)(3) GENERAL FUNDING 10000 RIVERS SCHOOL 333 WINTER ST WESTON MA 02493 501(C)(3) GENERAL FUNDING 75000 ROGER WILLIAMS UNIVERSITY 1 OLD FERRY ROAD BRISTOL RI 02809 501(C)(3) GENERAL FUNDING 50000 STUDENT CONSERVATION ASSOCIATION 4601 N FAIRFAX DR SUITE 900 ARLINGTON VA 22203 501(C)(3) GENERAL FUNDING 3000 UNITED FOR A FAIR ECONOMY 184 HIGH ST 603 BOSTON MA 02210 501(C)(3) GENERAL FUNDING 2500 WORCESTER ACADEMY 81 PROVIDENCE ST WORCESTER MA 01604 501(C)(3) GENERAL FUNDING 1000 CRADLES TO CRAYONS 281 NEWTONVILLE AVE NEWTON MA 02460 501(C)(3) GENERAL FUNDING 2500 NICARAGUAN EDUCATION RESOURCE CENTER (CREA) 5824 CLOVER DR OAKLAND CA 94618 501(C)(3) GENERAL FUNDING 10000 408000 0 14 314 14 6911 523000 14 -436097 0 -428872 0 -428872 0 0 0 0 0 0 0 0 0 0 X X 1 ARNOLD S HIATT REVOCABLE TRUST 400 ATLANTIC AVE BOSTON MA 02110 466365 X 1 3,948 SHS BROWN ADVISORY SUSTAINABLE GROWTH 143452 2022-12-20 1 108 SHS CINTAS CORP 50365 2022-12-20 1 279 SHS ABBVIE INC 46400 2022-12-20 1 195 SHS HONEYWELL ITNL INC 42405 2022-12-20 1 385 SHS RPM INTNERNATIONAL 40606 2022-12-20 1 147 SHS NORFOLK SOUTHERN CO 38259 2022-12-20 1 205 SHS ANALOG DEVICES INC 36718 2022-12-20 1 116 SHS ACCENTURE PLC 35121 2022-12-20 1 259 SHS TE CONNECIVITY LTD 33039 2022-12-20 ACCOUNTING FEES 6800 6800 0 CHARLES SCHWAB 3244 FMV 1120571 1120571 CHARLES SCHWAB 9131 FMV 157527 157527 PRIOR YEAR ADJUSTMENT 47311 PAYROLL FEES 2782 0 2782 OFFICE EXPENSES 2339 0 2339 MISC EXPENSE 15 0 15 INVESTMENT MGMT FEES 8961 8961 0 OTHER PROFESSIONAL FEES 16584 16584 0 MASSACHUSETTS FILING FEE 250 250 0 PAYROLL TAXES 3272 3272 0 FOREIGN TAXES 90 90 0