2019-10-15T11:21:13-05:00 2018-12-31 043097400 KEVIN P MARTIN ASSOCIATES PC 10 FORBES WEST BRAINTREE MA 02184 990PF 2018-01-01 016019033 MAX KAGAN FAMILY FOUNDATION MAXK 9785157415 9 RAVEN LANE GLOUCESTER MA 01930 LEAHGRACE BRIENNA KAYLER TRUSTEE 9785157415 2019-10-15 1 JOLANTA TUCK CPA P01340068 7813803520 2019-10-14 70.91.219.129 2019-10-15 10:53:57 ED P 998CA6B53565BAA369034A5D283D257FCC86B360 998CA6B53565BAA369034A5D283D257FCC86B360 2018 2019-02-21 02:37:17Z X X 3928373 X 21050 15252 15252 81049 81049 115072 1202989 115072 232423 211373 0 0 0 3653 1827 1826 6150 4613 1538 37991 37991 0 1515 1515 0 6475 4229 901 55784 50175 4265 181165 181165 236949 50175 185430 -4526 161198 194707 546423 546612 5224 7407 5224 5224 669251 149913 179502 2433476 2598755 3197035 3304841 3300315 3928373 0 0 X 1545996 1545996 0 0 1758845 1754319 3304841 3300315 3304841 3300315 3304841 -4526 0 3300315 0 3300315 UBS FINANCIAL 33224 P 46956 44663 2293 2293 UBS FINANCIAL 33224 P 105609 89387 16222 16222 UBS FINANCIAL 62595 P 57464 61531 -4067 -4067 UBS FINANCIAL 62595 P 499638 517813 -18175 -18175 UBS FINANCIAL 62596 P 3746 3230 516 516 UBS FINANCIAL 62596 P 141050 112871 28179 28179 UBS FINANCIAL 62597 P 3286 3339 -53 -53 UBS FINANCIAL 62597 P 145159 111535 33624 33624 UBS FINANCIAL 62599 P 3629 3302 327 327 UBS FINANCIAL 62599 P 95140 55548 39592 39592 UBS FINANCIAL 62600 P 1819 1812 7 7 UBS FINANCIAL 62600 P 98708 82886 15822 15822 CAP GAIN DISTRIBUTIONS P 785 785 785 115072 0 218501 3898000 0.056055 233538 3620696 0.064501 113735 3747558 0.030349 178545 3822735 0.046706 188408 3513546 0.053623 0.251234 0.050247 4219777 212031 1612 213643 185430 3224 0 3224 0 3224 0 0 0 0 44 3268 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 4038847 245191 0 4284038 0 0 4284038 64261 4219777 210989 210989 3224 3224 207765 0 207765 0 207765 185430 0 185430 0 185430 207765 0 0 25252 25252 185430 0 0 0 185430 0 22335 22335 2917 0 0 0 0 0 0 0 2917 2917 LEAHGRACE BRIENNA KAYLER 102 FOREST AVENUE ORONO ME 04473 9785157415 LEAHGRACEKAYLER@GMAILCOM N/A N/A N/A ACTION INC 180 MAIN ST GLOUCESTER MA 01930 NONE PC OPERATIONAL SUPPORT 450 AGASSIZ VILLAGE SUMMER CAMP 238 BEDFORD STREET SUITE 8 LEXINGTON MA 02420 NONE PC OPERATIONAL SUPPORT 5000 AMERICAN CANCER SOCIETY 250 WILLIAMS STREET NW ATLANTA GA 30303 NONE PC OPERATIONAL SUPPORT 300 AMERICAN JEWISH WORLD SERVICE 45 WEST 36TH STREET NEW YORK NY 10018 NONE PC OPERATIONAL SUPPORT 2400 APPALACHIAN MOUNTAIN CLUB 5 JOY STREET BOSTON MA 02108 NONE PC OPERATIONAL SUPPORT 1000 APPALACHIAN TRAIL CONSERVATION KELLOGG CONSERVATION CENTER PO BOX 264 SOUTH EGREMONT MA 01258 NONE PC OPERATIONAL SUPPORT 1000 ARTIS NAPLES 5833 PELICAN BAY BLVD NAPLES FL 34108 NONE PC OPERATIONAL SUPPORT 3500 BANGOR PUBLIC LIBRARY 145 HARLOW ST BANGOR ME 04401 NONE PC OPERATIONAL SUPPORT 1000 BETH ISRAEL DEACONESS MEDICAL CENTER NICU 330 BROOKLINE AVE BOSTON MA 02215 NONE PC OPERATIONAL SUPPORT 3000 BOSTON UNIVERSITY HILLEL HOUSE FLORENCE AND CHAFETZ HILLEL HOUSE 2 BOSTON MA 02215 NONE PC OPERATIONAL SUPPORT 1500 CAMP CAPELLA 8 PEARL POINT ROAD HOLDEN ME 04429 NONE PC OPERATIONAL SUPPORT 1000 CAMP SUSAN CURTIS FOUNDATION 1321 WASHINGTON AVE 104 PORTLAND ME 04103 NONE PC OPERATIONAL SUPPORT 13750 CAPE ANN FOOD PANTRY 28 EMERSON AVE GLOUCESTER MA 01930 NONE PC OPERATIONAL SUPPORT 750 CHAPLAINCY INSTITUTE 302 STEVENS AVE PORTLAND ME 04103 NONE PC OPERATIONAL SUPPORT 4500 CHOWDY FOUNDATION INC 321 LINDEN ST WINNETKA IL 60093 NONE PC OPERATIONAL SUPPORT 550 COMMUNITY CONCEPTS INC 240 BATES STREET LEWISTON ME 04240 NONE PC OPERATIONAL SUPPORT 2500 CONGREGATION BETH ABRAHAM 145 YORK ST BANGOR ME 04401 NONE PC OPERATIONAL SUPPORT 665 CORNELL UNIVERSITY VETERINARY COLLEGE COLLEGE OF VETERINARY MEDICINE ITHACA NY 14853 NONE PC OPERATIONAL SUPPORT 3000 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 1000 DEERFIELD ACADEMY PO BOX 306 DEERFIELD MA 01342 NONE PC OPERATIONAL SUPPORT 1000 EAGLE TRIBUNE SANTA FUND 75 SOUTH CHURCH STREET PITTSFIELD MA 01201 NONE PC OPERATIONAL SUPPORT 600 EARTHJUSTICE 50 CALIFORNIA STREET SUITE 500 SAN FRANCISCO CA 94111 NONE PC OPERATIONAL SUPPORT 2700 EMPOWERMENT HEALTH 42 MUSSEL POINT ROAD GLOUCESTER MA 01930 NONE PC OPERATIONAL SUPPORT 600 EQUINE RESCUE NETWORK 370MIDDLETON RD MIDDLETON MA 01949 NONE PC OPERATIONAL SUPPORT 400 ESSEX COUNTY GREENBELT 82 EASTERN AVE ESSEX MA 01929 NONE PC OPERATIONAL SUPPORT 750 FOUNDATION FOR INDIVIDUAL RIGHTS EDUCATION 510 WALNUT STREET SUITE 1250 PHILADELPHIA PA 19106 NONE PC OPERATIONAL SUPPORT 700 FOUNDATION FOR NONDUALITY INC 28 MEADOW LN LEBANO NJ 08833 NONE PC OPERATIONAL SUPPORT 1000 FREEPORT COMMUNITY SERVICES 53 DEPOT ST FREEPORT ME 04032 NONE PC OPERATIONAL SUPPORT 1000 FRIENDS OF ISRAEL DEFENSE FORCE PO BOX 4224 NEW YORK NY 10163 NONE PC OPERATIONAL SUPPORT 4500 FRIENDS OF ISRAELS ENVIRONMENT 4182 BECK AVENUE STUDIO CITY CA 91604 NONE PC OPERATIONAL SUPPORT 1000 FRIENDS OF THE ARAVA INSTITUTE 1320 CENTRE STREET SUITE 206 NEWTON MA 02459 NONE PC OPERATIONAL SUPPORT 1000 GLOBAL WILDLIFE CONSERVATION PO BOX 129 AUSTIN TX 78767 NONE PC OPERATIONAL SUPPORT 2500 GOOD SHEPPARD FOOD BANK 3121 HOTEL RD AUBURN ME 04210 NONE PC OPERATIONAL SUPPORT 1500 GREATER ANDROSCOGGIN HUMANE SOCIETY 55 STRAWBERRY AVE LEWISTON ME 04240 NONE PC OPERATIONAL SUPPORT 2000 GROWTH THROUGH LEARNING 86 SHERMAN STREET CAMBRIDGE MA 02140 NONE PC OPERATIONAL SUPPORT 1250 HARVARD COLLEGE FUND CAMBRIDGE CAMBRIDGE MA 02138 NONE PC OPERATIONAL SUPPORT 2500 HIAS 1300 SPRING STREET SUITE 500 SILVER SPRING MD 20910 NONE PC OPERATIONAL SUPPORT 2500 HOLOCAUST & HUMAN RIGHTS EDUCATION CENTER 4 W RED OAK LN 330 WEST HARRISON NY 10604 NONE PC OPERATIONAL SUPPORT 2000 HUMAN RIGHTS WATCH 350 FIFTH AVENUE 34TH FLOOR NEW YORK NY 10118 NONE PC OPERATIONAL SUPPORT 450 IMMIGRANT LEGAL ADVOCACY 309 CUMBERLAND AVE 201 PORTLAND ME 04101 NONE PC OPERATIONAL SUPPORT 5000 JEWISH FAMILY SERVICES OF METROWEST 475 FRANKLIN ST 101 FRAMINGHAM MA 01702 NONE PC OPERATIONAL SUPPORT 1500 JEWISH FEDERATION OF COLLIER COUNTY 2500 VANDERBILT BEACH RD 2201 NAPLES FL 34109 NONE PC OPERATIONAL SUPPORT 3500 LAST STOP HORSE RESCUE 938 TAR RIDGE ROAD PRENTISS ME 04487 NONE PC OPERATIONAL SUPPORT 2000 LEWISTON - AUBURN JEWISH FEDERATION 243 FERN ST TURNER ME 04282 NONE PC OPERATIONAL SUPPORT 1000 LIGHTS ON THE MOUNTAIN PO BOX 2366 ROBBINSVILLE NC 28771 NONE PC OPERATIONAL SUPPORT 1600 LOWN CARDIOVASCULAR GROUP 830 BOYLSTON ST 205 CHESTNUT HILL MA 02467 NONE PC OPERATIONAL SUPPORT 1000 MAINE EQUAL JUSTICE PARTNERS 126 SEWALL ST AUGUSTA ME 04330 NONE PC OPERATIONAL SUPPORT 1000 MAINE JEWISH MUSEUM 267 CONGRESS ST PORTLAND ME 04101 NONE PC OPERATIONAL SUPPORT 1000 MIDDLEBURY COLLEGE 14 OLD CHAPEL RD MIDDLEBURY VT 05753 NONE PC OPERATIONAL SUPPORT 5000 NEVE MICHAEL CHILDREN'S VILLAGE 1 HAZFIRA STREET PARDES HANA IS 37000 NONE PC OPERATIONAL SUPPORT 1500 NORTHERN LIGHT HEALTH 43 WHITING HILL RD BREWER ME 04412 NONE PC OPERATIONAL SUPPORT 5000 OPEN SPIRIT CENTER 39 EDWARDS STREET FRAMINGHAM MA 01701 NONE PC OPERATIONAL SUPPORT 1200 PATHWAYS FOR CHILDREN 29 EMERSON AVE GLOUCESTER MA 01930 NONE PC OPERATIONAL SUPPORT 1900 PATIENT AIRLIFT SERVICES 120 ADAMS BLVD FARMINGDALE NY 11735 NONE PC OPERATIONAL SUPPORT 20000 PAWS CHICAGO 1997 N CLYOURN AVENUE CHICAGO IL 60614 NONE PC OPERATIONAL SUPPORT 550 PROPUBLICA 155 AVENUE OF THE AMERICAS13TH FLOOR NEW YORK NY 10013 NONE PC OPERATIONAL SUPPORT 2500 RIDING TO THE TOP PO BOX 1928 WINDHAM ME 04062 NONE PC OPERATIONAL SUPPORT 22950 ROBBIE FOUNDATION PO BOX 1534 SCARBOROUGH ME 04070 NONE PC OPERATIONAL SUPPORT 1500 SEASIDE SUSTAINABILITY PO BOX 131 GLOUCESTER MA 01931 NONE PC OPERATIONAL SUPPORT 400 SUSAN CURTIS FOUNDATION 1321 WASHINGTON AVE PORTLAND ME 04103 NONE PC OPERATIONAL SUPPORT 3000 TEMPLE BETH SHALOM 193 EAST PLEASANT AVE LIVINGSTON NJ 07039 NONE PC OPERATIONAL SUPPORT 2500 TEMPLE SHALOM SYNAGOGUE CENTER 74 BRADMAN ST AUBURN ME 04210 NONE PC OPERATIONAL SUPPORT 3000 THE PUBLIC THEATER 425 LAFAYETTE STREET NEW YORK NY 10003 NONE PC OPERATIONAL SUPPORT 1000 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 1000 TRINITY JUBILEE CENTER 247 BATES ST LEWISTON ME 04240 NONE PC OPERATIONAL SUPPORT 1500 TRITOWN TRACK AND FIELD OF FREEPORT 400 POWNAL RD FREEPORT ME 04032 NONE PC OPERATIONAL SUPPORT 5000 UNITED JEWISH APPEAL - NJ 130 E 59TH ST NEW YORK NY 10022 NONE PC OPERATIONAL SUPPORT 500 UNIVERISTY OF MIAMI 1320 S DIXIE HWY CORAL GABLES FL 33146 NONE PC OPERATIONAL SUPPORT 5000 WBUR 890 COMMONWEALTH AVENUE 3RD FLOOR BOSTON MA 02115 NONE PC OPERATIONAL SUPPORT 300 WELLSPRING HOUSE 302 ESSEX AVE GLOUCESTER MA 01930 NONE PC OPERATIONAL SUPPORT 450 181165 0 14 15252 14 81049 14 115072 0 211373 0 211373 0 0 0 0 0 0 0 0 0 0 X X 1 LEAHGRACE BRIENNA KAYLER 9 RAVEN LANE GLOUCESTER MA 01930 5750 X 2 JAMES A PLATZ 2 GREAT FALLS PLAZA AUBURN ME 04210 12100 X ACCOUNTING & TAX PREP 6150 4613 1538 CORPORATE STOCK 2598755 3197035 149913 179502 0 0 INVESTMENT ADVISORY FEES 37991 37991 0 STATE TAXES 318 0 0 FEDERAL TAXES 1027 0 0 FOREIGN TAXES PAID 3328 3328 0 PAYROLL TAXES 1802 901 901