2021-05-17T08:53:49-05:00 2020-12-31 331197384 ANDERSEN TAX LLC 125 HIGH STREET BOSTON MA 02110 990PF 2020-01-01 207124990 THE K2 FAMILY FOUNDATION K2FA 2073728083 88 MARSHALL POINT ROAD BOX 285 PORT CLYDE ME 04855 ROBERT T KELLEY TRUSTEE 2073728083 2021-05-11 1 ROBERT KELLEY 999009999 DANIEL VEILLETTE P01867494 6172928400 2021-05-11 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 6139689 X 146226 34514 32954 34514 68257 65745 68257 11753 2247171 78225 1217 1997 1217 261967 178921 103988 0 0 0 0 6175 0 0 0 29696 29696 0 0 2798 2798 0 0 70 0 0 70 38739 32494 0 70 248167 248167 286906 32494 0 248237 -24939 146427 103988 338444 322339 322339 1129101 1008092 1514873 3193088 3240519 4302477 4660633 4570950 6139689 0 0 X 0 0 0 0 4660633 4570950 4660633 4570950 4660633 4570950 4660633 -24939 0 4635694 64744 4570950 PUBLICLY TRADED SECURITIES P 2245614 2168946 76668 76668 CAPITAL GAIN DISTRIBUTIONS P 447 447 447 MAGELLAN MIDSTREAM PARTNERS LP BASIS ADJUSTMENT P 1110 1110 1110 78225 76668 2035 0 2035 0 2035 2276 0 0 0 2276 0 241 241 0 0 0 0 0 0 0 0 0 0 0 0 1 MA ME 1 0 0 0 0 1 N/A ROBERT T KELLEY 2073728083 88 MARSHALL POINT ROAD BOX 285 PORT CLYDE ME 04855 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 ROBERT T KELLEY 88 MARSHALL POINT ROAD BOX 285 PORT CLYDE ME 04855 TRUSTEE 0.00 0 0 0 MARGOT ANNE KELLEY 88 MARSHALL POINT ROAD BOX 285 PORT CLYDE ME 04855 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 4958474 317708 0 5276182 0 0 5276182 79143 5197039 259852 259852 2035 2035 257817 0 257817 0 257817 248237 0 248237 0 248237 257817 0 0 83251 16587 90808 74685 265331 248237 0 0 0 248237 0 9580 9580 255751 0 0 0 0 0 0 73671 182080 16587 90808 74685 ROBERT T KELLEY MARGOT ANNE KELLEY X OCEANVIEW GRANGE 146 STATE ST AUGUSTA ME 04330 N/A 501(C)(3) GENERAL 1000 SEED SAVER EXCHANGE 3094 NORTH WINN ROAD DECORAH IA 52101 N/A 501(C)(3) GENERAL 250 PLANNED PARENTHOOD OF NE 443 CONGRESS ST PORTLAND ME 04101 N/A 501(C)(3) GENERAL 5000 GROUDNSWELL FUND 548 MARKET STREET 49734 SAN FRANCISCO CA 94104 N/A 501(C)(3) GENERAL 20000 WATERFALL ARTS 256 HIGH ST BELFAST ME 04915 N/A 501(C)(3) GENERAL 16667 KNOX COUNTY HOMELESS COALITIONTHE LANDING PLACE 63 PARK ST ROCKLAND ME 04841 N/A 501(C)(3) GENERAL 2000 FRESH FUTURE FARM 2008 SUCCESS ST NORTH CHARLESTON SC 29405 N/A 501(C)(3) GENERAL 1000 ACLU OF MAINE PO BOX 7860 PORTLAND ME 04112 N/A 501(C)(3) GENERAL 50000 ACLU OF MAINE PO BOX 7860 PORTLAND ME 04112 N/A 501(C)(3) GENERAL 50000 AGRARIAN TRUST 22 BUXTON SCHOOL RD WEARE NH 03281 N/A 501(C)(3) GENERAL 10000 ACLU OF MAINE PO BOX 7860 PORTLAND ME 04112 N/A 501(C)(3) GENERAL 250 WIKIPEDIA 120 KEARNY STREET 16TH FLOOR SAN FRANCISCO CA 94104 N/A 501(C)(3) GENERAL 1000 GIVEBUTTER 200 BUTTER LANE WASHINGTON DC 20006 N/A 501(C)(3) GENERAL 1000 PROPUBLICA 155 6TH AVE NEW YORK NY 10013 N/A 501(C)(3) GENERAL 1000 ELECTRONIC FRONTIER FOUNDATION 815 EDDY STREET SAN FRANCISCO CA 94109 N/A 501(C)(3) GENERAL 5000 SOUL FIRE FARM INSTITUTE 1972 NY-2 PETERSBURG NY 12138 N/A 501(C)(3) GENERAL 2500 ST GEORGE COMMUNITY DEVELOPMENT PO BOX 160 TENANTS HBR ME 04860 N/A 501(C)(3) GENERAL 35000 ST GEORGE COMMUNITY DEVELOPMENT PO BOX 160 TENANTS HBR ME 04860 N/A 501(C)(3) GENERAL 10000 MOFGA 38 SCHOOL ST UNITY ME 04988 N/A 501(C)(3) GENERAL 2500 HURRICANE ISLAND FOUNDATION 347 CONGRESS ST BOSTON MA 02210 N/A 501(C)(3) GENERAL 3000 ONE LESS WORRY 108 BEECH STREET ROCKLAND ME 04841 N/A 501(C)(3) GENERAL 2500 GEORGES RIVER LAND TRUST 8 N MAIN ST ROCKLAND ME 04841 N/A 501(C)(3) GENERAL 1000 ST GEORGE COMMUNITY SAILING PO BOX 435 TENANTS HBR ME 04860 N/A 501(C)(3) GENERAL 500 MAINE FARMLAND TRUST 97 MAIN ST BELFAST ME 04915 N/A 501(C)(3) GENERAL 10000 SOUTHERN POVERTY LAW CENTER 400 WASHINGTON AVE MONTGOMERY AL 36104 N/A 501(C)(3) GENERAL 2500 TREKKERS 325 OLD COUNTY RD ROCKLAND ME 04841 N/A 501(C)(3) GENERAL 1000 PLANNED PARENTHOOD OF NE 443 CONGRESS ST PORTLAND ME 04101 N/A 501(C)(3) GENERAL 5000 OCEANVIEW GRANGE 146 STATE ST AUGUSTA ME 04330 N/A 501(C)(3) GENERAL 2500 ISLAND INSTITUTE 386 MAIN ST 3345 ROCKLAND ME 04841 N/A 501(C)(3) GENERAL 1000 LIFE FLIGHT FOUNDATION 13 MAIN ST CAMDEN ME 04843 N/A 501(C)(3) GENERAL 5000 248167 0 14 34514 14 68257 18 1997 18 11753 FROM K-1 - MAGELLAN MIDSTREAM PARTNERS LP 14 -780 0 115741 0 115741 0 0 0 0 0 0 0 0 0 0 X X 1 ROBERT & MARGOT KELLEY 88 MARSHALL POINT ROAD BOX 285 PORT CLYDE ME 02110 146226 X 1 600 SHARES OF PERKINELMER, INC. 83643 2020-12-21 1 60 SHARES OF MICROSOFT CORP. 13238 2020-12-21 1 392 SHARES OF APPLE INC. 49345 2020-12-21 ACCOUNTING FEES 6175 0 0 0 STATEMENT IN COMPLIANCE OF IRC SEC. 751 FORM 990-PF THE TAXPAYER HAS REPORTED $1,997 ORDINARY INCOME UPON THE DISPOSITION OF UNITS IN MAGELLAN MIDSTREAM PARTNERS, L.P., AS PROVIDED BY THE PARTNERSHIP. THE AMOUNT WAS DETERMINED IN ACCORDANCE WITH INTERNAL REVENUE CODE SECTION 751. DETAILED INFORMATION IS AVAILABLE FROM THE PARTNERSHIP UPON REQUEST. INVESTMENTS - ETF 1008092 1514873 INVESTMENTS - FIXED INCOME AT COST 938760 989700 INVESTMENTS - STOCKS AT COST 1976409 2954638 MAGELLAN MIDSTREAM PARTNERS LP AT COST 5598 5598 INVESTMENTS - GOLD TRUST AT COST 105072 133256 INVESTMENTS - FIRST TRUST PREFERRED SECURITIES AT COST 104097 105796 INVESTMENTS - IQ MERGER ARBITRAGE ETF AT COST 110583 113489 UNREALIZED GAINS 64744 MA FILING FEE 70 0 0 70 MAGELLAN MIDSTREAM PARTNERS LP ORDINARY RECAPTURE 1997 1997 1997 FROM K-1 - MAGELLAN MIDSTREAM PARTNERS LP -780 -780 INVESTMENT FEES 29696 29696 0 0 FOREIGN TAX WITHHELD 2798 2798 0 0