2023-11-09T16:58:42-06:00 2022-12-31 611961690 HT FAMILY SELECT SERVICES 200 FIFTH AVENUE WALTHAM MA 02451 990PF 2022-01-01 046965549 ROBERT S & MARIA J REISMAN CHARITABLE TR ROBE 7812904900 131 WINDING RIVER RD NEEDHAM MA 024921024 ROBERT S REISMAN TRUSTEE 7812904900 2023-11-09 1 ROBERT REISMAN 999009999 0 DAVID M DUCHESNEAU P00955846 7812904900 2023-11-09 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 13657802 X X 12 12 165020 166385 581109 917870 581109 746141 747506 135000 67500 67500 20760 20760 0 10250 250 0 791 791 0 166801 89301 67500 881350 881350 1048151 89301 948850 -302010 658205 39858 11968 11968 251502 250781 250788 4418273 4144874 13395046 4709633 4407623 13657802 0 0 X 4858293 4858293 0 0 -148660 -450670 4709633 4407623 4709633 4407623 4709633 -302010 0 4407623 0 4407623 MERRILL 2022-01-15 2022-12-31 13324 15399 -2075 -2075 MERRILL 2021-01-15 2022-12-31 55390 67186 -11796 -11796 FIDELITY 2021-01-15 2022-12-31 839117 254176 584941 584941 CAPITAL GAINS DIVIDENDS P 10039 10039 10039 581109 9149 0 9149 0 9149 9076 0 3000 0 12076 X 0 2927 2927 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A ROBERT S REISMAN 7812904900 131 WINDING RIVER RD NEEDHAM MA 02492 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ROBERT REISMAN 131 WINDING RIVER RD NEEDHAM MA 024921024 TRUSTEE 10.00 90000 0 0 MARIA REISMAN 131 WINDING RIVER RD NEEDHAM MA 024921024 TRUSTEE 10.00 45000 0 0 NONE 0 NONE 0 0 16045508 125017 0 16170525 0 0 16170525 242558 15927967 796398 796398 9149 9149 787249 0 787249 0 787249 948850 0 948850 787249 876179 0 0 948850 876179 0 0 72671 0 0 0 0 0 0 0 0 714578 0 0 0 X ALZHEIMERS ASSN 322 EIGHTH AVE 7TH FLOOR NEW YORK NY 10001 NONE EXEMPT TO SUPPORT RESEARCH 250 AMERICAN CANCER SOCIETY P O BOX 22718 OKLAHOMA CITY OK 73123 NONE EXEMPT TO SUPPORT RESEARCH 500 AMERICAN DIABETES ASSOCIATION 330 CONGRESS STREET BOSTON MA 02210 NONE EXEMPT TO SUPPORT RESEARCH 500 AMERICAN HEART ASSOCIATION 7272 GREENVILLE AVE DALLAS TX 75231 NONE EXEMPT TO SUPPORT RESEARCH 500 AMERICAN LUNG ASSOCIATION 1661 WORCESTER ROAD SUITE 301 FRAMINGHAM MA 01701 NONE EXEMPT TO SUPPORT RESEARCH 250 AMERICAN PARKINSON DISEASE ASSOC PO BOX 61420 STATEN ISLAND NY 61420 NONE EXEMPT TO SUPPORT THE COMMUNITY 250 BETH ISRAEL DEACONESS HOSPITAL 25 BOYLSTON STREET CHESTNUT HILL MA 02467 NONE EXEMPT TO SUPPORT RESEARCH 50000 CHARLES RIVER CENTER 59 E MILITIA HEIGHTS DRIVE NEEDHAM MA 02492 NONE EXEMPT TO SUPPORT THE COMMUNITY 500 COMBINED JEWISH PHILANTHOPIES 126 HIGH STREET BOSTON MA 02110 NONE EXEMPT TO SUPPORT THE COMMUNITY 1000 DANA-FARBER CANCER INSTITUTE 450 BROOKLINE AVE BOSTON MA 02215 NONE EXEMPT TO SUPPORT MEDICAL RESEARCH 75000 DEVEREUX FDN 444 DEVEREUX DR KING OF PRUSSIA PA 19085 NONE EXEMPT TO SUPPORT THE COMMUNITY 1000 DISABLED VETERANS NATIONAL FOUNDATION 4601 FORBES BLVD LANHAM MD 20706 NONE EXEMPT TO SUPPORT THE COMMUNITY 1500 EPILEPSY FOUNDATION 3540 CRAIN HIGHWAY BOWIE MD 20716 NONE EXEMPT TO SUPPORT THE COMMUNITY 500 GREATER BOSTON FOOD BANK 70 S BAY AVE BOSTON MA 02118 NONE EXEMPT TO SUPPORT THE COMMUNITY 750 GSD 3 FOUNDATION 20 SHERWOOD LANE CHESHIRE CT 06410 NONE EXEMPT TO SUPPORT THE COMMUNITY 100000 HOME FOR LITTLE WANDERERS 10 GUEST STREET BOSTON MA 02135 NONE EXEMPT TO SUPPORT THE COMMUNITY 1000 LEUKEMIA & LYMPHOMA SOCIETY 1311 MAMARONECK AVENUE SUITE 310 WHITE PLAINS NY 10605 NONE EXEMPT TO SUPPORT RESEARCH 500 MAKE A WISH FOUNDATION 1 BULLFINCH PLACE BOSTON MA 02114 NONE EXEMPT TO SUPPORT THE COMMUNITY 2000 MARCH OF DIMES 112 TURNPIKE ROAD WESTBOROUGH MA 01581 NONE EXEMPT TO SUPPORT THE COMMUNITY 1000 MARINE TOYS FOR TOTS 18251 QUANTICO GATEWAY DRIVE TRIANGLE VA 22172 NONE EXEMPT TO SUPPORT THE COMMUNITY 1000 MASSACHUSETTS GENERAL HOSPITAL 55 FRUIT STREET BOSTON MA 02114 NONE EXEMPT TO SUPPORT MEDICAL NEEDS 400000 MEDICINE FOR PEACE 2732 UNICORN LANE NW WASHINGTON DC 20015 NONE EXEMPT TO SUPPORT THE COMMUNITY 500 MULTIPLE SCLEROSIS ASSOCIATION OF AMERICA 375 KINGS HIGHWAY NORTH CHERRY HILL NJ 08034 NONE EXEMPT TO SUPPORT THE COMMUNITY 250 MUSCULAR DYSTROPHY ASSN 50 FEDERAL STREET BOSTON MA 02110 NONE EXEMPT TO SUPPORT RESEARCH 250 NATIONAL HEADACHE FOUNDATION 820 N ORLEANS CHICAGO IL 60610 NONE EXEMPT TO SUPPORT RESEARCH 500 NEEDHAM POLICE UNION 352 TURNPIKE ROAD SOUTHBOROUGH MA 01772 NONE EXEMPT TO SUPPORT THE COMMUNITY 100 NEW ENGLAND AQUARIUM 1096 MASSACHUSETTS AVENUE BOSTON MA 02118 NONE EXEMPT TO SUPPORT THE COMMUNITY 500 NEW ENGLAND BAPTIST HOSPITAL 125 PARKER HILL AVANUE BOSTON MA 02120 NONE EXEMPT TO SUPPORT THE COMMUNITY 30000 NEW ENGLAND WILDLIFE CENTER 500 COLUMBIAN STREET SOUTH WEYMOUTH MA 02190 NONE EXEMPT TO SUPPORT CONSERVATION 75000 NEWTON WELLESLEY HOSPITAL CHARITABLE FOUNDATION 2014 WASHINGTON STREET NEWTON MA 02462 NONE EXEMPT TO SUPPORT RESEARCH 75000 NOAHS ARK PRESCHOOL 1154 GREAT PLAIN AVE NEEDHAM MA 02492 NONE EXEMPT TO SUPPORT THE COMMUNITY 5000 PARKINSON RESEARCH FOUNDATION 5969 CATTLERIDGE BLVD SARASOTA FL 34232 NONE EXEMPT TO SUPPORT THE COMMUNITY 750 PAWS FOR PURPLE HEARTS 10201 OLD REDWOOD HGWY PENNGROVE CA 94951 NONE EXEMPT TO SUPPORT THE COMMUNITY 750 PERKINS SCHOOL FOR THE BLIND 175 N BEACON STREET WATERTOWN MA 02472 NONE EXEMPT TO SUPPORT THE COMMUNITY 750 PINE STREET INN 444 HARRISON AVE BOSTON MA 02118 NONE EXEMPT TO SUPPORT THE COMMUNITY 750 PUA FOUNDATION 2331 SEAVIEW AVE HONOLULU HI 96822 NONE EXEMPT TO SUPPORT THE COMMUNITY 1000 ROSIE'S PLACE 889 HARRISON AVE BOSTON MA 02118 NONE EXEMPT TO SUPPORT THE COMMUNITY 750 SALVATION ARMY 33 MYRTLE STREET WALTHAM MA 02463 NONE EXEMPT TO SUPPORT THE COMMUNITY 500 SHRINERS HOSPITAL FOR CHILDREN 51 BLOSSOM STREET BOSTON MA 02114 NONE EXEMPT TO SUPPORT RESEARCH 10000 SMILE TRAIN 41 MADISON AVE NEW YORK NY 10010 NONE EXEMPT TO SUPPORT THE COMMUNITY 500 SPECIAL OLYMPICS MASS 512 FOREST STREET MARLBOROUGH MA 01752 NONE EXEMPT TO SUPPORT THE COMMUNITY 750 SQUASHBUSTERS 795 COLUMBUS AVENUE BOSTON MA 02120 NONE EXEMPT TO SUPPORT THE COMMUNITY 32000 ST JUDE CHLDRENS RESEARCH CENTER 313 WASHINGTON STREET NEWTON MA 02458 NONE EXEMPT TO SUPPORT RESEARCH 1500 SUSAN G KOMEN FOUNDATION 5005 LBJ FREEWAY SUITE 526 DALLAS TX 75244 NONE EXEMPT TO SUPPORT RESEARCH 750 THE THOMAS JEFFERSON FOUNDATION 931 THOMAS JEFFERSON PARKWAY CHARLOTTESVILLE VA 22902 NONE EXEMPT TO SUPPORT THE COMMUNITY 1000 TUNNELS TO TOWERS FOUNDATION 2361 HYLAN BLVD STATEN ISLAND NY 10306 NONE EXEMPT TO SUPPORT THE COMMUNITY 2000 USO P O BOX 96322 WASHINGTON DC 20090 NONE EXEMPT TO SUPPORT THE COMMUNITY 1000 VETERANS OF FOREIGN WARS FDN 406 WEST 34TH STREET KANSAS CITY MO 64111 NONE EXEMPT TO SUPPORT THE COMMUNITY 500 WOUNDED WARRIOR PROJECT P O BOX 758516 TOPEKA KS 66675 NONE EXEMPT TO SUPPORT THE COMMUNITY 1000 881350 0 14 12 14 165020 18 581109 0 746141 0 746141 0 0 0 0 0 0 0 0 0 0 TAX PREP - FIDELITY 16000 16000 0 ADVISOR FEE - MERRILL 4760 4760 0 FIDELITY PORTFOLIO 3717595 12967476 MERRILL LYNCH PORTFOLIO 427279 427570 250781 250788 0 0 ANNUAL REPORT 70 70 0 BOND AMORTIZATION 721 721 0 FOREIGN TAXES 250 250 0 IRS - EXCISE TAX 10000 0 0