2014-08-08T08:28:27-05:00 2013-12-31 263753134 CBIZ TOFIAS 500 BOYLSTON STREET BOSTON MA 02116 990PF 2013-01-01 046956130 THE AM FUND AMFU 6175744032 400 ATLANTIC AVE BOSTON MA 02110 ARNOLD HIATT TRUSTEE 6175744032 2014-08-05 1 JAY WEBBER P00316609 6177610600 2013 2015-12-30 17:16:21Z X 2987508 X 833666 37753 37753 577145 4160510 1020852 318 318 1448882 1058923 0 0 0 80000 0 80000 24132 0 24132 14795 14795 0 20273 20273 0 14992 1040 6013 23122 0 23122 7616 0 7616 5752 0 5752 190682 36108 146635 504738 504738 695420 36108 651373 753462 1022815 3726 106243 106243 2200103 2765442 2881265 3272 3272 2203829 2871685 2987508 85906 27 85906 27 X 85886 85886 0 0 2032037 2785772 2117923 2871658 2203829 2871685 2117923 753462 273 2871658 0 2871658 PUBLICLY TRADED SECURITIES P 3298810 2756900 541910 541910 PUBLICLY TRADED SECURITIES D 835543 382758 452785 452785 CAPITAL GAINS DIVIDENDS P 26157 26157 26157 1020852 0 810095 2322587 0.348790 614422 1720301 0.357160 728340 556000 1.309964 775187 879386 0.881509 633001 2345980 0.269824 3.167247 0.633449 2626060 1663475 10228 1673703 651373 20456 0 20456 0 20456 7040 19000 26040 5584 5584 0 0 0 0 0 0 0 0 0 0 0 0 1 MA 1 0 0 0 0 1 N/A ARNOLD HIATT 6175744032 400 ATLANTIC AVE BOSTON MA 02110 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 31 FLETCHER AVENUE UNIT 8 LEXINGTON MA 02420 TRUSTEE 5.00 0 0 0 MATTHEW T HIATT 6 CARBERRY LANE MILTON MA 02186 TRUSTEE 5.00 0 0 0 NONE 0 NONE 0 NONE 0 NONE 0 0 2431478 234573 0 2666051 0 0 2666051 39991 2626060 131303 131303 20456 20456 110847 0 110847 0 110847 651373 0 651373 0 651373 110847 0 0 515702 731622 705402 534505 700985 3188216 651373 0 0 0 110847 540526 0 0 3728742 0 0 0 0 0 0 515702 3213040 731622 705402 534505 700985 540526 ARNOLD S HIATT X ALLIANCE FOR JUSTICE ELEVEN DUPONT CIRCLE NW 2ND FLOOR WASHINGTON DC 20036 501(C)(3) GENERAL FUNDING 5000 ANTHONY QUINN FOUNDATION PO BOX 539 BRISTOL RI 02809 501(C)(3) GENERAL FUNDING 1000 BEND THE ARC 330 SEVENTH AVE NEW YORK NY 10001 501(C)(3) GENERAL FUNDING 25000 BOSTON CLASSICAL ORCHESTRA PO BOX 152 NEWTON MA 02468 501(C)(3) GENERAL FUNDING 28938 BOSTON WORKMEN'S CIRCLE 1762 BEACON STREET BROOKLINE MA 02445 501(C)(3) GENERAL FUNDING 2500 BLITHEWOLD MANSIONS GARDENS ARBORETUM 101 FERRY ROAD BRISTOL RI 02809 501(C)(3) GENERAL FUNDING 10000 BOSTON CHILDREN'S CHORUS 112 SHAWMUT AVE SUITE 5B BOSTON MA 02118 501(C)(3) GENERAL FUNDING 1000 BRAZELTON TOUCHPOINTS FOUNDATION 1295 BOYLSTON STREET SUITE 320 BOSTON MA 02215 501(C)(3) GENERAL FUNDING 1000 CATHOLIC SCHOOLS FOUNDATION 260 FRANKLIN STREET SUITE 630 BOSTON MA 02110 501(C)(3) GENERAL FUNDING 5000 CENTER FOR JUSTICE & ACCOUNTABILITY 870 MARKET ST SUITE 688 SAN FRANCISCO CA 94102 501(C)(3) GENERAL FUNDING 10000 CHARITABLE IRISH SOCIETY ONE LEWIS WHARF BOSTON MA 02110 501(C)(3) GENERAL FUNDING 15000 CITIZENS FOR RESPONSIBILITIES AND ETHICS IN WASHINGTON 1400 EYE STREET NW SUITE 450 WASHINGTON DC 20005 501(C)(3) GENERAL FUNDING 25000 COGGESHALL FARM MUSEUM 1 COLT DRIVE BRISTOL RI 02809 501(C)(3) GENERAL FUNDING 250 ECOLOGIC DEVELOPMENT FUND 25 MOUNT AUBURN ST SUITE 203 CAMBRIDGE MA 02138 501(C)(3) GENERAL FUNDING 1000 ESPLANADE ASSOCIATION 376 BOYLSTON ST SUITE 503 BOSTON MA 02116 501(C)(3) GENERAL FUNDING 25000 HEBREW SENIOR LIFE 1200 CENTRE STREET ROSLINDALE MA 02131 501(C)(3) GENERAL FUNDING 1000 FRIENDS OF ASHOKA 1700 NORTH MOORE ST SUITE 2000 ARLINGTON VA 22209 501(C)(3) GENERAL FUNDING 15000 FRIENDS OF WRENTHAM PO BOX 865 WRENTHAM MA 02093 501(C)(3) GENERAL FUNDING 500 FUND FOR THE REPUBLIC 175 ANDOVER ST SUITE 101 DANVERS MA 01923 501(C)(3) GENERAL FUNDING 25000 INSTITUTE FOR JUSTICE AND DEMOCRACY IN HAITI 666 DORCHESTER AVE BOSTON MA 02027 501(C)(3) GENERAL FUNDING 5000 ISABELLA STEWART GARDNER MUSEUM 280 THE FENWAY BOSTON MA 02215 501(C)(3) GENERAL FUNDING 15000 J STREET EDUCATION FUND INC PO BOX 66073 WASHINGTON DC 20035 501(C)(3) GENERAL FUNDING 50000 MASSACHUSETTS BUDGET AND POLICY CENTER 15 COURT STREET SUITE 700 BOSTON MA 02108 501(C)(3) GENERAL FUNDING 7500 MASSACHUSETTS HISTORICAL SOCIETY 1154 BOYLSTON STREET BOSTON MA 02215 501(C)(3) GENERAL FUNDING 250 MAY INSTITUTE 41 PACELLA PARK DR RANDOLPH MA 02368 501(C)(3) GENERAL FUNDING 1500 MEDIA MATTERS FOR AMERICA 455 MASSACHUSETTS AVE NW 600 WASHINGTON DC 20001 501(C)(3) GENERAL FUNDING 25000 MIL MILAGROS 400 ATLANTIC AVENUE BOSTON MA 02110 501(C)(3) GENERAL FUNDING 30000 NEIGHBOR TO NEIGHBOR 262 WASHINGTON ST 6TH FLOOR BOSTON MA 02108 501(C)(3) GENERAL FUNDING 20000 NEW ISRAEL FUND 2100 M ST NW SUITE 619 WASHINGTON DC 20037 501(C)(3) GENERAL FUNDING 75000 PETRA FOUNDATION 115 SOUTH OXFORD STREE SUITE 575 BROOKLYN NY 11217 501(C)(3) GENERAL FUNDING 7500 PHILLIPS BROOKS HOUSE ASSOCIATION HARVARD UNIVERSITY CAMBRIDGE MA 02138 501(C)(3) GENERAL FUNDING 1500 STRATEGIES FOR CHILDREN INC 400 ATLANTIC AVE BOSTON MA 02110 501(C)(3) GENERAL FUNDING 20000 STRIVE 651 WASHINGTON ST DORCHESTER MA 02124 501(C)(3) GENERAL FUNDING 1000 STRONG WOMEN STRONG GIRLS INC 262 WASHINGTON ST 6TH FLOOR BOSTON MA 02108 501(C)(3) GENERAL FUNDING 5000 THE FAMILY CENTER 366 SOMERVILLE AVE SOMERVILLE MA 02143 501(C)(3) GENERAL FUNDING 20000 UASPIRE 31 ST JAMES AVE SUTIE 520 BOSTON MA 02116 501(C)(3) GENERAL FUNDING 7500 UNITED FOR A FAIR ECONOMY 37 TEMPLE PLACE BOSTON MA 02111 501(C)(3) GENERAL FUNDING 2500 UNITED NATIONS ASSOC OF GREATER BOSTON 10 WINTER PLACE BOSTON MA 02108 501(C)(3) GENERAL FUNDING 2500 VILLAGE HEALTH WORKS 12 EAST 33RD STREET 4TH FLOOR NEW YORK NY 10016 501(C)(3) GENERAL FUNDING 5000 WGBH PO BOX 55875 BOSTON MA 02205 501(C)(3) GENERAL FUNDING 2500 WRENTHAM FAMILY ASSOCIATION PO BOX 144 WRENTHAM MA 02093 501(C)(3) GENERAL FUNDING 300 WRITE BOSTON 7 PALMER STREET 2ND FLOOR ROXBURY MA 02119 501(C)(3) GENERAL FUNDING 3000 504738 0 14 37753 18 577145 MISCELLANEOUS INCOME 01 318 0 615216 0 615216 0 0 0 0 0 0 0 0 0 0 X X 1 ARNOLD HIATT 400 ATLANTIC AVENUE BOSTON MA 02110 515964 X 2 STRIDE RITE CHARITABLE FOUNDATION 400 ATLANTIC AVENUE BOSTON MA 02110 1568 X 3 STRIDE RITE CHARITABLE FOUNDATION 400 ATLANTIC AVENUE BOSTON MA 02110 5632 X 4 ARNOLD HIATT 400 ATLANTIC AVENUE BOSTON MA 02110 187700 X 5 ARNOLD HIATT 400 ATLANTIC AVENUE BOSTON MA 02110 101284 X 6 ARNOLD HIATT 400 ATLANTIC AVENUE BOSTON MA 02110 21518 X 1 50,000 SHS CHRISTOPHER & BANKS, 550 SHS ONYX, 300 SHS PRECISION CASTPARTS, 1,262 SHS LAM RESEARCH 515964 2013-08-08 4 2,150 SHS GANNETT, 450 SHS KANSAS CITY, 1,650 SHS SINCLAIR BROADCAST, 600 SHS HELMERICH 187700 2013-08-08 5 1,300 SHS ISIS PHARMACEUTICALS, 1,150 SHS TW TELECOM, 700 SHS VIVUS, 650 SHS RTI INTERNATIONAL 101284 2013-08-08 6 1,500 BELO CORP 21518 2013-08-08 ACCOUNTING FEES 14795 14795 0 SCHWAB ACCT 0526 FMV 2765442 2881265 PAYROLL FEES 3491 0 3491 OFFICE EXPENSES 1956 0 1956 BANK FEES 78 0 78 MEALS 227 0 227 MISCELLANEOUS INCOME 318 318 318 PRIOR YEAR INCREASE 273 INVESTMENT MGMT FEES 20273 20273 0 MASSACHUSETTS FILING FEE 250 0 250 PAYROLL TAXES 5763 0 5763 FEDERAL TAXES 7939 0 0 FOREIGN TAXES 1040 1040 0