2021-08-19T14:46:30-05:00 2020-12-31 043097400 KEVIN P MARTIN & ASSOCIATES PC 10 FORBES ROAD BRAINTREE MA 02184 990PF 2020-01-01 016019033 MAX KAGAN FAMILY FOUNDATION MAXK 9785157415 9 RAVEN LANE GLOUCESTER MA 01930 LEAHGRACE BRIENNA KAYLER TRUSTEE 9785157415 2021-08-17 1 LEAHGRACE BRIENNA KAYLER 999009999 JOLANTA TUCK CPA P01340068 7813803520 2021-08-17 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 5193190 X 71150 19969 19969 69995 69995 303030 1326986 303030 120 0 464264 392994 0 0 0 3313 1656 1657 42464 42464 0 201 201 0 6990 2501 326 52968 46822 1983 299420 299420 352388 46822 301403 111876 346172 483552 849359 849359 4274 6213 4274 4274 149903 149892 172629 2501525 2241067 3999295 149162 157639 167633 3290355 3402231 5193190 0 0 X 1545996 1545996 0 0 1744359 1856235 3290355 3402231 3290355 3402231 3290355 111876 0 3402231 0 3402231 UBS FINANCIAL 37739 P 25000 25000 0 0 UBS FINANCIAL 62600 P 149856 150443 -587 -587 UBS FINANCIAL 62600 P 455640 420603 35037 35037 UBS FINANCIAL 62599 P 7734 9100 -1366 -1366 UBS FINANCIAL 62599 P 215749 76735 139014 139014 UBS FINANCIAL 62597 P 15001 23155 -8154 -8154 UBS FINANCIAL 62597 P 128080 111757 16323 16323 UBS FINANCIAL 62596 P 2228 1846 382 382 UBS FINANCIAL 62596 P 135176 78281 56895 56895 UBS FINANCIAL 33224 P 9104 28343 -19239 -19239 UBS FINANCIAL 33224 P 179060 98693 80367 80367 UBS FINANCIAL 62595 CAPITAL GAIN DISTRIBUTION P 4325 4325 4325 UBS FINANCIAL 62597 CAPITAL GAIN DISTRIBTION P 33 33 33 303030 4812 0 4812 0 4812 266 0 4750 0 5016 62 142 142 0 0 0 0 0 0 0 0 0 0 0 1 1 ME 1 0 0 0 0 1 N/A LEAHGRACE BRIENNA KAYLER 9785157415 9 RAVEN LANE GLOUCESTER MA 01930 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LEAHGRACE BRIENNA KAYLER 9 RAVEN LANE GLOUCESTER MA 01930 TRUSTEE 1.00 0 0 0 RONALD STRIAR 9 RAVEN LANE GLOUCESTER MA 01930 TRUSTEE 1.00 0 0 0 RICHARD GROSSMAN 9 RAVEN LANE GLOUCESTER MA 01930 TRUSTEE 1.00 0 0 0 CANDACE PLATZ 9 RAVEN LANE GLOUCESTER MA 01930 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 4241697 495190 0 4736887 0 0 4736887 71053 4665834 233292 233292 4812 4812 228480 0 228480 0 228480 301403 0 301403 0 301403 228480 38249 0 0 301403 38249 0 0 228480 34674 0 0 34674 0 0 0 0 0 0 0 34674 34674 LEAHGRACE BRIENNA KAYLER 9 RAVEN LANE GLOUCESTER MA 01930 9785157415 LEAHGRACEKAYLER@GMAILCOM N/A N/A N/A ACTION INC 180 MAIN ST GLOUCESTER MA 01930 NONE PC OPERATIONAL SUPPORT 4050 AGASSIZ VILLAGE SUMMER CAMP 238 BEDFORD STREET SUITE 8 LEXINGTON MA 02420 NONE PC OPERATIONAL SUPPORT 1000 AMERICAN JEWISH WORLD SERVICE 45 WEST 36TH STREET NEW YORK NY 10018 NONE PC OPERATIONAL SUPPORT 7400 ANIMAL REFUGE LEAGUE PO BOX 336 WESTBROOK ME 040980336 NONE PC OPERATIONAL SUPPORT 3600 ANTI-DEFAMATION LEAGUE 40 COURT ST 12 BOSTON MA 02108 NONE PC OPERATIONAL SUPPORT 1200 ARTIS NAPLES 5833 PELICAN BAY BLVD NAPLES FL 34108 NONE PC OPERATIONAL SUPPORT 5000 BOSTON UNIVERITY SCHOOL OF GENERAL STUDIES 595 COMMONWEALTH AVENUE BOSTON MA 02215 NONE PC OPERATIONAL SUPPORT 1500 BROOKE USA 2333 ALEXANDRIA DR LEXINGTON KY 40504 NONE PC OPERATIONAL SUPPORT 10550 CAPE ANN ANIMAL AID 4 PAWS LANE GLOUCESTER MA 01930 NONE PC OPERATIONAL SUPPORT 1950 CAPE ANN FOOD PANTRY 28 EMERSON AVE GLOUCESTER MA 01930 NONE PC OPERATIONAL SUPPORT 2250 CAPE ANN MUSEUM 27 PLEASANT STREET GLOUCESTER MA 01930 NONE PC OPERATIONAL SUPPORT 1000 CHAPLAINCY INSTITUTE 302 STEVENS AVE PORTLAND ME 04103 NONE PC OPERATIONAL SUPPORT 2440 CHOWDY FOUNDATION INC 321 LINDEN ST WINNETKA IL 60093 NONE PC OPERATIONAL SUPPORT 450 CLOUD FOUNDATION 107 SOUTH 7TH ST COLORADO SPRINGS CO 80905 NONE PC OPERATIONAL SUPPORT 375 COMMUNITY CONCEPTS INC 240 BATES STREET LEWISTON ME 04240 NONE PC OPERATIONAL SUPPORT 1500 CONGREGATION BETH ABRAHAM 145 YORK ST BANGOR ME 04401 NONE PC OPERATIONAL SUPPORT 2045 CONGREGATION BETH ISRAEL PO BOX 1726 BANGOR ME 04402 NONE PC OPERATIONAL SUPPORT 2500 CORNELL UNIVERSITY VETERINARY COLLEGE COLLEGE OF VETERINARY MEDICINE ITHACA NY 14853 NONE PC OPERATIONAL SUPPORT 2000 CREATIVE PORTLAND PO BOX 4675 PORTLAND ME 04112 NONE PC OPERATIONAL SUPPORT 500 CURE ALZHEIMER'S FUND 34 WASHINGTON ST WELLESLEY HILLS MA 02481 NONE PC OPERATIONAL SUPPORT 8060 DANA FARBER CANCER INSTITUTE 10 BROOKLINE PLACE WEST BROOKLINE MA 02445 NONE PC OPERATIONAL SUPPORT 2500 DEERFIELD ACADEMY PO BOX 306 DEERFIELD MA 01342 NONE PC OPERATIONAL SUPPORT 3500 EARTHJUSTICE 50 CALIFORNIA STREET SUITE 500 SAN FRANCISCO CA 94111 NONE PC OPERATIONAL SUPPORT 2750 EMHS FOUNDATION 1 CUMBERLAND ST 300 BANGOR ME 04401 NONE PC OPERATIONAL SUPPORT 5000 ESSEX COUNTY GREENBELT 82 EASTERN AVE ESSEX MA 01929 NONE PC OPERATIONAL SUPPORT 1500 FOUNDATION FOR NONDUALITY INC 28 MEADOW LN LEBANO NJ 08833 NONE PC OPERATIONAL SUPPORT 10000 FREEPORT COMMUNITY SERVICES 53 DEPOT ST FREEPORT ME 04032 NONE PC OPERATIONAL SUPPORT 1500 FRIENDS OF HARVARD SKIING 65 WORTH HARVARD ST BOSTON MA 02163 NONE PC OPERATIONAL SUPPORT 1000 FRIENDS OF ISRAEL DEFENSE FORCE PO BOX 4224 NEW YORK NY 10163 NONE PC OPERATIONAL SUPPORT 10400 FRIENDS OF THE ARAVA INSTITUTE 1320 CENTRE STREET SUITE 206 NEWTON MA 02459 NONE PC OPERATIONAL SUPPORT 1400 GIVE DIRECTLY PO BOX 3221 NEW YORK NY 10008 NONE PC OPERATIONAL SUPPORT 1000 GLOBAL WILDLIFE CONSERVATION PO BOX 129 AUSTIN TX 78767 NONE PC OPERATIONAL SUPPORT 21900 GOOD SHEPARD FOOD BANK 3121 HOTEL RD AUBURN ME 04210 NONE PC OPERATIONAL SUPPORT 1000 GREATER ANDROSCOGGIN HUMANE SOCIETY 55 STRAWBERRY AVE LEWISTON ME 04240 NONE PC OPERATIONAL SUPPORT 5075 GROWTH THROUGH LEARNING 86 SHERMAN STREET CAMBRIDGE MA 02140 NONE PC OPERATIONAL SUPPORT 1250 HARRY CHAPIN FOOD BANK 3760 FOWLER STREET FORT MYERS FL 33901 NONE PC OPERATIONAL SUPPORT 3000 HARVARD HILLEL 52 MT AUBURN ST CAMBRIDGE MA 02138 NONE PC OPERATIONAL SUPPORT 1000 HILLEL AT UNIVERSITY OF MIAMI 1100 STANFORD DRIVE CORAL GABLES FL 33146 NONE PC OPERATIONAL SUPPORT 1000 HOLOCAUST & HUMAN RIGHTS EDUCATION CENTER 4 W RED OAK LN 330 WEST HARRISON NY 10604 NONE PC OPERATIONAL SUPPORT 2000 HOLOCAUST MUSEUM & COHEN EDUCATION CENTER 975 IMPERIAL GOLF COURSE BLVD NAPLES FL 34110 NONE PC OPERATIONAL SERVICES 5000 HORSES FOR HEALING HEARTS 2300 HIGH RIDGE ROAD BOYNTON BEACH FL 33426 NONE PC OPERATIONAL SUPPORT 500 HUMAN OUTREACH PROJECT 7404 SOUTH UNION PARK AVE MIDVALE UT 84047 NONE PC OPERATIONAL SUPPORT 600 HUNTINGTON'S DISEASE SOCIETY OF AMERICA 505 EIGHT AVENUE SUITE 902 NEW YORK NY 10018 NONE PC OPERATIONAL SUPPORT 750 IMMIGRANT LEGAL ADVOCACY 309 CUMBERLAND AVE 201 PORTLAND ME 04101 NONE PC OPERATIONAL SUPPORT 20000 JEWISH COMMUNITY ALLIANCE 57 ASHMONT ST PORTLAND ME 04103 NONE PC OPERATIONAL SUPPORT 2000 JEWISH FAMILY SERVICES OF METROWEST 475 FRANKLIN ST 101 FRAMINGHAM MA 01702 NONE PC OPERATIONAL SUPPORT 4000 JEWISH FEDERATION AUBURN CHAPTER 74 BRADMAN ST AUBURN ME 04210 NONE PC OPERATIONAL SUPPORT 1000 JEWISH FEDERATION OF COLLIER COUNTY 2500 VANDERBILT BEACH RD 2201 NAPLES FL 34109 NONE PC OPERATIONAL SUPPORT 8500 LEWISTON - AUBURN JEWISH FEDERATION 243 FERN ST TURNER ME 04282 NONE PC OPERATIONAL SUPPORT 1000 MAINE CHAPTER APPALACHIAN MOUNTAIN CLUB 5 JOY STREET BOSTON MA 02108 NONE PC OPERATIONAL SUPPORT 2500 MAINE PUBLIC BROADCASTING NETWORK 1450 LISBON ST LEWISTON ME 04240 NONE PC OPERATIONAL SUPPORT 1000 MARITIME GLOUCESTER 23 HARBOR LOOP GLOUCESTER MA 01930 NONE PC OPERATIONAL SUPPORT 750 MIDDLEBURY COLLEGE 14 OLD CHAPEL RD MIDDLEBURY VT 05753 NONE PC OPERATIONAL SUPPORT 2500 NATURAL RESOURCES COUNCIL OF MAINE 3 WADE ST AUGUSTA ME 04330 NONE PC OPERATIONAL SUPPORT 225 NEVE MICHAEL CHILDREN'S VILLAGE 1 HAZFIRA STREET PARDES HANA IS 37000 NONE PC OPERATIONAL SUPPORT 20000 ONE TAIL AT A TIME PO BOX 8361 BRADFORD MA 01835 NONE PC OPERATIONAL SUPPORT 150 PATHWAYS FOR CHILDREN 29 EMERSON AVE GLOUCESTER MA 01930 NONE PC OPERATIONAL SUPPORT 850 PATIENT AIRLIFT SERVICES 120 ADAMS BLVD FARMINGDALE NY 11735 NONE PC OPERATIONAL SUPPORT 10000 PAWS CHICAGO 1997 N CLYOURN AVENUE CHICAGO IL 60614 NONE PC OPERATIONAL SUPPORT 300 PROPUBLICA 155 AVENUE OF THE AMERICAS13TH FLOOR NEW YORK NY 10013 NONE PC OPERATIONAL SUPPORT 20000 RIDING TO THE TOP PO BOX 1928 WINDHAM ME 04062 NONE PC OPERATIONAL SUPPORT 4500 STARABILITY FOUNDATION 5125 CASTELLO DR NAPLES FL 34103 NONE PC OPERATIONAL SUPPORT 2500 SUSAN CURTIS FOUNDATION 1321 WASHINGTON AVE PORTLAND ME 04103 NONE PC OPERATIONAL SUPPORT 20000 TEMPLE BETH SHALOM 193 EAST PLEASANT AVE LIVINGSTON NJ 07039 NONE PC OPERATIONAL SUPPORT 2000 TEMPLE SHALOM SYNAGOGUE CENTER 74 BRADMAN ST AUBURN ME 04210 NONE PC OPERATIONAL SUPPORT 5000 THE CEDARS 620-640 OCEAN AVENUE PORTLAND ME 14103 NONE PC OPERATIONAL SUPPORT 1000 THE PUBLIC THEATER 425 LAFAYETTE STREET NEW YORK NY 10003 NONE PC OPERATIONAL SUPPORT 1000 THE TRUST FOR PUBLIC LAND PO BOX 399336 SAN FRANCISCO CA 94139 NONE PC OPERATIONAL SUPPORT 3250 TIDES FOUNDATION PO BOX 29198 SAN FRANCISCO CA 94129 NONE PC OPERATIONAL SUPPORT 10000 TILTON SCHOOL 30 SCHOOL ST LEWISTON ME 04240 NONE PC OPERATIONAL SUPPORT 500 TREE STREET YOUTH 144 HOWE ST LEWISTON ME 04240 NONE PC OPERATIONAL SUPPORT 2500 TRI-COUNTY MENTAL HEALTH SERVICES 1155 LISBON ST LEWISTON ME 04240 NONE PC OPERATIONAL SUPPORT 1500 TRINITY JUBILEE CENTER 247 BATES ST LEWISTON ME 04240 NONE PC OPERATIONAL SUPPORT 1000 UC BERKELEY FOUNDATION 1995 UNIVERSITY AVE BERKELEY CA 94704 NONE PC OPERATIONAL SUPPORT 2000 UNITED JEWISH APPEAL - NJ 130 E 59TH ST NEW YORK NY 10022 NONE PC OPERATIONAL SUPPORT 500 WBUR 890 COMMONWEALTH AVENUE 3RD FLOOR BOSTON MA 02115 NONE PC OPERATIONAL SUPPORT 600 YMCA NORTH SHORE 245 CABOT ST BEVERLY MA 01915 NONE PC OPERATIONAL SUPPORT 1800 YOUTH HAVEN PO BOX 97 RIVES JCT MI 49277 NONE PC OPERATIONAL SUPPORT 2000 299420 0 14 19969 14 69995 14 303030 OTHER REVENUE 120 0 392994 120 393114 11A OTHER REVENUE 0 0 0 0 0 0 0 0 0 0 X X 1 LEAHGRACE BRIENNA KAYLER 9 RAVEN LANE GLOUCESTER MA 01930 15000 X 2 JAMES A PLATZ 2 GREAT FALLS PLAZA AUBURN ME 04210 20000 X 3 MORGAN STANLEY 1300 THAMES STREET WHARF 4TH FLOOR BALTIMORE MD 21231 10000 X 4 RICK BOBROW AND BETH GROSSMAN 2640 GREY OAKS DRIVE NORTH 29 NAPLES FL 34105 20000 X CORPORATE STOCK 2241067 3999295 149892 172629 0 0 MUTUAL FUNDS AT COST 157639 167633 OTHER REVENUE 120 120 INVESTMENT ADVISORY FEES 42464 42464 0 STATE TAXES 413 0 0 FEDERAL TAXES 3750 0 0 FOREIGN TAXES PAID 2175 2175 0 PAYROLL TAXES 652 326 326