2021-05-13T15:36:54-05:00 2020-12-31 205972245 ARGENT WEALTH MANAGEMENT LLC 200 FIFTH AVE 7TH FLOOR WALTHAM MA 02451 990PF 2020-01-01 046965549 ROBERT S & MARIA J REISMAN CHARITABLE TRUST ROBE 7812904900 131 WINDING RIVER RD NEEDHAM MA 024921024 ROBERT S REISMAN TRUSTEE 7812904900 2021-05-13 1 ROBERT REISMAN 999009999 DAVID M DUCHESNEAU P00955846 7812904900 2021-05-12 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 16806632 X X 17830 17830 137135 137135 325397 602953 325397 480362 480362 80000 40000 40000 16000 16000 0 122 122 0 791 791 0 96913 56913 40000 557350 557350 654263 56913 597350 -173901 423449 93210 85616 85616 252944 252223 287032 4752279 4586693 16433984 5098433 4924532 16806632 0 0 X 5098433 4924532 0 0 0 0 5098433 4924532 5098433 4924532 5098433 -173901 0 4924532 0 4924532 MERRILL PORTFOLIO P 2020-01-01 2020-12-31 22290 27502 -5212 -5212 MERRILL PORTFOLIO P 2002-01-01 2020-12-31 64892 51137 13755 13755 MERRILL PORTFOLIO WASH SALE P 2002-01-01 2020-12-31 96 96 96 FIDELITY PORTFOLIO P 2002-01-01 2020-12-31 504254 198917 305337 305337 CAPITAL GAINS DIVIDENDS P 11421 11421 11421 325397 5886 0 5886 0 5886 4150 0 0 0 4150 X 0 1736 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 40000 0 0 MARIA REISMAN 131 WINDING RIVER RD NEEDHAM MA 024921024 TRUSTEE 10.00 40000 0 0 NONE 0 NONE 0 0 13096264 49292 0 13145556 0 0 13145556 197183 12948373 647419 647419 5886 5886 641533 0 641533 0 641533 597350 0 597350 0 597350 641533 552296 0 0 597350 552296 0 0 45054 0 0 0 0 0 0 0 0 596479 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 BETH ISRAEL DEACONESS HOSPITAL 25 BOYLSTON STREET CHESTNUT HILL MA 02467 NONE EXEMPT TO SUPPORT RESEARCH 2500 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 44 BINNEY STREET BOSTON MA 02115 NONE EXEMPT TO SUPPORT MEDICAL RESEARCH 50000 HABITAT FOR HUMANITY 270 PEACHTREE STREET NW ATLANTA GA 30303 NONE EXEMPT TO SUPPORT THE COMMUNITY 750 HOME FOR LITTLE WANDERERS 10 GUEST STREET BOSTON MA 02135 NONE EXEMPT TO SUPPORT THE COMMUNITY 500 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 1000 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 500 MASSACHUSETTS GENERAL HOSPITAL 55 FRUIT STREET BOSTON MA 02114 NONE EXEMPT TO SUPPORT MEDICAL NEEDS 294000 MEDICINE FOR PEACE 2732 UNICORN LANE NW WASHINGTON DC 20015 NONE EXEMPT TO SUPPORT THE COMMUNITY 500 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 NATIONAL PARKINSONS FOUNDATION 200 SE 1ST STREET MIAMI FL 33131 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 50000 NEWTON WELLESLEY CHARITABLE FOUNDATION 2014 WASHINGTON STREET NEWTON MA 02462 NONE EXEMPT TO SUPPORT RESEARCH 50000 NOAHS ARK PRESCHOOL 1154 GREAT PLAIN AVE NEEDHAM MA 02492 NONE EXEMPT TO SUPPORT THE COMMUNITY 10000 PARALYZED VETERANS OF AMERICA 801 EIGHTEENTH STREET NW WASHINGTON DC 20006 NONE EXEMPT TO SUPPORT THE COMMUNITY 500 PERKINS SCHOOL FOR THE BLIND 175 N BEACON STREET WATERTOWN MA 02472 NONE EXEMPT TO SUPPORT THE COMMUNITY 500 PINE STREET INN 444 HARRISON AVE BOSTON MA 02118 NONE EXEMPT TO SUPPORT THE COMMUNITY 500 ROSIE'S PLACE 889 HARRISON AVE BOSTON MA 02118 NONE EXEMPT TO SUPPORT THE COMMUNITY 500 SHRINERS HOSPITAL FOR CHILDREN 51 BLOSSOM STREET BOSTON MA 02114 NONE EXEMPT TO SUPPORT RESEARCH 5000 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 500 ST JUDE CHLDRENS RESEARCH CENTER 313 WASHINGTON STREET NEWTON MA 02458 NONE EXEMPT TO SUPPORT RESEARCH 1000 SUSAN G KOMEN FOUNDATION 5005 LBJ FREEWAY SUITE 526 DALLAS TX 75244 NONE EXEMPT TO SUPPORT RESEARCH 500 THE DEVEREUX FOUNDATION 60 MILES ROAD RUTLAND MA 01543 NONE EXEMPT TO SUPPORT THE COMMUNITY 1000 THE FUND FOR BABSON 231 FOREST STREET WELLESLEY MA 02181 NONE EXEMPT TO SUPPORT EDUCATION 10000 THE GREATER BOSTON FOOD BANK 70 S BAY AVE BOSTON MA 02118 NONE EXEMPT TO SUPPORT THE COMMUNITY 500 THE SALVATION ARMY 187 COLUMBUS AVENUE BOSTON MA 01226 NONE EXEMPT TO SUPPORT THE COMMUNITY 250 THE THOMAS JEFFERSON FOUNDATION 931 THOMAS JEFFERSON PARKWAY CHARLOTTESVILLE VA 22902 NONE EXEMPT TO SUPPORT THE COMMUNITY 1000 USO P O BOX 96322 WASHINGTON DC 20090 NONE EXEMPT TO SUPPORT THE COMMUNITY 500 WIKIMEDIA FOUNDATION 818 WEST SEVENTH STREET LOS ANGELES CA 90017 NONE EXEMPT TO SUPPORT THE COMMUNITY 1000 DISABLED VETERANS NATIONAL FOUNDATION 4601 FORBES BLVD LANHAM MD 20706 NONE EXEMPT TO SUPPORT THE COMMUNITY 1000 GSD 3 FOUNDATION 20 SHERWOOD LANE CHESHIRE CT 06410 NONE EXEMPT TO SUPPORT THE COMMUNITY 35000 WOUNDED WARRIOR PROJECT P O BOX 758516 TOPEKA KS 66675 NONE EXEMPT TO SUPPORT THE COMMUNITY 1000 557350 0 14 17830 14 137135 18 325397 0 480362 0 480362 0 0 0 0 0 0 0 0 0 0 TAX PREP 16000 16000 0 FIDELITY PORTFOLIO 4188470 15903894 MERRILL LYNCH PORTFOLIO 398223 530090 252223 287032 0 0 ANNUAL REPORT 70 70 0 BOND AMORTIZATION 721 721 0 FOREIGN TAXES 122 122 0