2020-06-15T13:31:06-05:00 2019-12-31 042836739 ADLER BLANCHARD & ASSOCIATES LLP 27 CAMBRIDGE ST STE 201 BURLINGTON MA 01803 990PF 2019-01-01 463170657 THE KATHRYN GOODMAN FOUNDATION KATH 5086420363 PO BOX 1451 WEST TISBURY MA 02575 TIMOTHY W GOODMAN TRUSTEE 5086420363 2020-06-15 CARL BLANCHARD P00851646 7812730075 2020-06-15 X 173.13.93.97 2020-06-15 13:31:06 CD P AF85BCEBE89996ACA9A689FC421AF2F326F5AB09 7709BC44AD41A6591596892D26A431C25B6A5BFD 2019 2021-04-22 16:20:28Z X 7206435 X 90535 4120 4120 4120 207270 207270 207270 409460 2024204 711385 211390 211390 4750 4750 4750 62815 62815 62815 4523 4523 4523 325 325 325 72413 72413 72413 0 167870 167870 240283 72413 72413 167870 471102 138977 138977 -1 310600 173861 173861 5087651 5695491 7032574 5398250 5869352 7206435 0 X 5398250 5869352 5398250 5869352 5398250 5869352 5398250 471102 5869352 5869352 false 91000 5821138 0.015633 79000 3775385 0.020925 5137 382128 0.013443 5065 350477 0.014452 136198 461664 0.295015 0.359468 0.071894 6510635 468076 1390 469466 167870 2780 2780 2780 7351 7351 4571 4571 false false false false false false false true true MA true false false false false true N/A TIMOTHY W GOODMAN 5086420363 PO BOX 1451 WEST TISBURY MA 02575 false false false false false false false true 2018 true false false false false false false false false false false false false TIMOTHY W GOODMAN PO BOX 1451 WEST TISBURY MA 02575 TRUSTEE 000.00 0 0 0 NONE MERRILL LYNCH WEALTH MANAGEMENT 5905 E GALBRAITH RD CINCINNATI OH 45236 INVESTMENT MGMT 63068 N/A 6306277 303505 0 6609782 6609782 99147 6510635 325532 325532 2780 2780 322752 322752 322752 167870 167870 167870 322752 168750 167870 167870 880 322752 X UNICEF 125 MAIDEN LANE NEW YORK NY 10038 NONE HUMANITARIAN AID TO CHILDREN 1770 MSPCA ANGELL MEMORIAL 360 SOUTH HUNTINGTON AVE BOSTON MA 02130 NONE VETERINARY SERVICES 3000 ANIMAL RESCUE LEAGUE OF BOSTON 10 CHANDLER ST BOSTON MA 02116 NONE ASSISTANCE FOR HOMELESS ANIMALS 3000 ANIMAL SHELTER OF MARTHAS VINEYARD PO BOX 1829 EDGARTOWN MA 02539 NONE VET SERVICES 3000 FELIX NECK SANCTUARY PO BOX 494 VINEYARD HAVEN MA 02568 NONE WILDLIFE PROTECTION 3000 SASSAFRAS EARTH EDUCATION 5 CHURCH ST VINEYARD HAVEN MA 02586 NONE EDUCATION SERVICES 3000 VINEYARD SOCCER BOOSTERS BOX 1385 OAKBLUFFS MA 02557 NONE COMMUNITY PROGRAMS 3300 ROSIES PLACE 889 HARRISON AVE BOSTON MA 02118 NONE ASSISTANCE FOR HOMELESS WOMEN 5000 VINEYARD HOUSE INC 5 CHURCH ST VINEYARD HAVEN MA 02586 NONE REHABILITATION PROGRAMS 5000 MVY CENTER FOR LIVING PO BOX 1729 VINEYARD HAVEN MA 02568 NONE SENIOR ASSISTANCE 5000 FEATHERSTONE CTR 30 FEATHERSTONE LANE OAK BLUFFS MA 02557 NONE COMMUNITY PROGRAMS 5000 PINE STREET INN 444 HARRISON AVE BOSTON MA 02118 NONE ASSISTANCE TO HOMELESS PERSONS 5000 PET ADOPTION AND WELFARE SERVICES PO BOX 1636 EDGARTOWN MA 02539 NONE VETERINARY SERVICES 5000 HOSPICE OF MARTHAS VINEYARD PO BOX 1748 VINEYARD HAVEN MA 02568 NONE HOSPICE AND BEREAVEMENT SERVICES 5000 YMCA OF MARTHAS VINEYARD 111R EDGARTOWN VINEYARD HAVEN ROAD VINEYARD HAVEN MA 02568 NONE COMMUNITY PROGRAMS 5000 CHILDRENS HEALTH FD 215 WEST 125TH STREET NEW YORK NY 10027 NONE HEALTH CARE FOR CHILDREN 5000 HARBOR HOMES PO BOX 243 WEST TISBURY MA 02575 NONE ASSISTANCE FOR HOMELESS 5000 LAGOON POND ASSOCIATION PO BOX 1978 VINEYARD HAVEN MA 02568 NONE PROTECTION OF LAGOON POND 5000 MITCHEL EQUINE RETIREMENT 300 EAST HADDAM ROAD SALEM CT 06420 NONE ANIMAL SANCTUARY 5000 MSK CANCER CENTER 1275 YORK AVENUE NEW YORK NY 10065 NONE CANCER CENTER AND RESEARCH 5000 FRIENDS OF MVY RADIO PO BOX 1148 VINEYARD HAVEN MA 02568 NONE COM MUNITY PROGRAMS 10000 FRIENDS OF EDGARTOWN LIBRARY 26 W TISBURY RD EDGARTOWN MA 02539 NONE COMMUNITY ENRICHMENT 12800 CHILD JUSTICE INC 8401 COLESVILLE ROAD SILVER SPRING MD 20910 NONE PROTECTION FOR ABUSED CHILDREN 20000 MVY REGIONAL HIGH SCHOOL BOX 1385 OAK BLUFFS MA 02557 NONE EDUCATION SERVICES 20000 MUSICALLY FED 8274 E DEL CADENA SCOTTSDALE AZ 85258 NONE COMMUNITY PROGRAMS 20000 167870 14 4120 14 207270 409460 211390 409460 620850 false false false false false false false false false false X X 1 THE JEAN GOODMAN TRUST 4750 SOUTH RAEBURN DR CINCINNATI OH 45223 90535 X ADLER BLANCHARD 4750 4750 4750 AMN ELEC POWER CO 2018-10 PURCHASE 2019-06 274125 224939 49186 ISHARES EDGE MSCI 2018-10 PURCHASE 2019-04 250246 233113 17133 PROCTER & GAMBLE CO 2018-08 PURCHASE 2019-08 286768 199961 86807 COCA COLA COM 2017-09 PURCHASE 2019-11 240092 210167 29925 ISHARES EDGE MSCI 2018-10 PURCHASE 2019-11 111595 95988 15607 KIMBERLY CLARK 2017-11 PURCHASE 2019-06 276708 230750 45958 PUBLIC STORAGE 2017-09 PURCHASE 2019-08 263182 209992 53190 PAYCHEX INC 2017-09 PURCHASE 2019-06 321488 209834 111654 AMGEN INC COM 249962 330266 AT&T 254361 285675 AUTOMATIC DATA PROC 167625 394196 CHEVRON 254737 267050 6600 SH CISCO SYSTEMS 209737 316536 CVS HEALTH GROUP 250392 354363 EMERSON ELECT CO 200240 259665 EXXON MOBIL 258611 193430 FRANKLIN RES INC 249689 237977 GENERAL MILLS 264818 276905 GENUINE PARTS CO 200161 235299 GLAXOSMITHKLINE PLC 266010 249987 INTL BUSINESS MACHINES 292530 260574 JOHNSON AND JOHNSON 171312 252939 KELLOGG CO 230488 248284 MICROSOFT 144055 591217 PFIZER 200400 223718 PINNACLE WEST CAP CORP 250083 259898 PUBSVC ENTERPRISE GRP 242534 318752 ROYAL BANK CANADA 165718 211385 TOTAL S.A. SP ADR 240459 210140 UNITED PARCEL SVC 250691 284456 VERIZON COM 215022 262792 3M COMPANY 250546 260220 ISH TR CORE DIVID GROWTH 120419 133362 7730 SH ISHARES EDGE MSCI 94891 113488 149 SH IBM 356 SH VERIZON COMMUNICATIONS 5178 SH AT&T 2080 SH CHEVRON 4580 SH COCA COLA 5039 SH GLAXOSMITHKLINE PLC 1360 SH IBM 2025 SH KIMBERLY CLARK 3690 SH PAYCHEX 4850 SH PUB SVC ENTERPRISE FRP 1005 SH PUBLIC STORAGE 2310 SH ROYAL BANK CANADA 3055 SH AMN ELEC POWER CO 440 SH EXXON MOBIL CORP 1270 SH GENERAL MILLS 435 SH IBM 2400 SH PROCTOR & GAMBLE 1640 SH AT&T EXPENSES BANK FEES 325 325 325 ADVISORY FEES 62815 62815 62815 FOREIGN DIVIDEND TAX 4523 4523 4523