2017-08-30T10:48:49-05:00 2016-12-31 043097400 KEVIN P MARTIN ASSOCIATES PC 10 FORBES WEST BRAINTREE MA 02184 990PF 2016-01-01 016019033 MAX KAGAN FAMILY FOUNDATION MAXK 9785157415 42 MUSSEL POINT ROAD GLOUCESTER MA 01930 LEAHGRACE BRIENNA KAYLER TRUSTEE 9785157415 2017-08-28 1 JOLANTA TUCK CPA P01340068 7813803520 2017-08-28 72.93.210.10 2017-08-28 14:53:38 ED P 0008D4A23B6D6EC2EF50B674881025AF20BAB983 2BEFDC6BDC96FAE587A5D8EE1472B3DB0E40ACA5 2016 2021-01-29 14:40:06Z X X 3654925 X 36880 13533 13533 72205 72205 22712 1878954 22712 145330 108450 0 0 0 4250 4250 0 4500 4500 0 32380 32380 0 7409 0 0 48539 41130 0 234211 234211 282750 41130 234211 -137420 67320 179991 839878 839990 6582 3893 6582 6582 174738 174730 225611 2486750 2338620 2582742 651858 3497230 3359810 3654925 0 0 X 1545996 1545996 0 0 1951234 1813814 3497230 3359810 3497230 3359810 3497230 -137420 0 3359810 0 3359810 UBS FINANCIAL 33224 P 59591 60749 -1158 -1158 UBS FINANCIAL 33224 P 48798 54375 -5577 -5577 UBS FINANCIAL 62595 P 2146 2062 84 84 UBS FINANCIAL 62595 P 566914 646190 -79276 -79276 UBS FINANCIAL 62596 P 443770 458648 -14878 -14878 UBS FINANCIAL 62596 P 227348 194745 32603 32603 UBS FINANCIAL 62597 P 60034 56320 3714 3714 UBS FINANCIAL 62597 P 273135 217183 55952 55952 UBS FINANCIAL 62597 P 201 201 201 UBS FINANCIAL 62599 P 11006 9758 1248 1248 UBS FINANCIAL 62599 P 84964 58435 26529 26529 UBS FINANCIAL 62600 P 5691 4996 695 695 UBS FINANCIAL 62600 P 95356 92781 2575 2575 22712 0 113735 3747558 0.030349 178545 3822735 0.046706 188408 3513546 0.053623 152110 3212175 0.047354 180442 3296354 0.054740 0.232772 0.046554 3620696 168558 673 169231 234211 X 673 0 673 0 673 1300 1300 9 618 618 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 42 MUSSEL POINT ROAD GLOUCESTER MA 01930 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LEAHGRACE BRIENNA KAYLER 42 MUSSEL POINT RD GLOUCESTER MA 01930 TRUSTEE 1.00 0 0 0 RONALD STRIAR 42 MUSSEL POINT RD GLOUCESTER MA 01930 TRUSTEE 1.00 0 0 0 RICHARD GROSSMAN 42 MUSSEL POINT RD GLOUCESTER MA 01930 TRUSTEE 1.00 0 0 0 CANDACE PLATZ 42 MUSSEL POINT RD GLOUCESTER MA 01930 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 3332045 343789 0 3675834 0 0 3675834 55138 3620696 181035 181035 673 673 180362 0 180362 0 180362 234211 0 234211 673 233538 180362 54338 0 0 234211 54338 0 0 179873 0 0 0 0 0 0 0 0 489 0 0 0 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 4350 AMERICAN JEWISH WORLD SERVICE 45 WEST 36TH STREET NEW YORK NY 10018 NONE PC OPERATIONAL SUPPORT 8250 AMERICAN REFUGEE COMMITTEE 615 FIRST AVENUE NE SUITE 500 MINNEAPOLIS MN 55413 NONE PC OPERATIONAL SUPPORT 2250 ANIMAL REFUGE LEAGUE PO BOX 336 WESTBROOK ME 040980336 NONE PC OPERATIONAL SUPPORT 150 APPALACHIAN MOUNTAIN CLUB 5 JOY STREET BOSTON MA 02108 NONE PC OPERATIONAL SUPPORT 500 APPALACHIAN TRAIL CONSERVATION KELLOGG CONSERVATION CENTER PO BOX 264 SOUTH EGREMONT MA 01258 NONE PC OPERATIONAL SUPPORT 500 ARK FOUNDATION 35 SYDNEY STREET LONDON UK SW3 6PU NONE PC OPERATIONAL SUPPORT 2250 ARTIS NAPLES 5833 PELICAN BAY BLVD NAPLES FL 34108 NONE PC OPERATIONAL SUPPORT 1600 ASPCA PO BOX 96929 WASHINGTON DC 20077 NONE PC OPERATIONAL SUPPORT 1000 BOSTON UNIVERITY SCHOOL OF GENERAL STUDIES 595 COMMONWEALTH AVENUE BOSTON MA 02215 NONE PC OPERATIONAL SUPPORT 1000 BOSTON UNIVERITY SCHOOL OF MANAGEMENT 595 COMMONWEALTH AVENUE BOSTON MA 02215 NONE PC OPERATIONAL SUPPORT 1500 BROOKFIELD INSTITUTE PO BOX 388 BROOKFIELD MA 01506 NONE PC OPERATIONAL SUPPORT 4500 CAMP SUNSHINE 35 ACADIA RD CASCO ME 04015 NONE PC OPERATIONAL SUPPORT 1000 CAMP SUSAN CURTIS FOUNDATION 1321 WASHINGTON AVE 104 PORTLAND ME 04103 NONE PC OPERATIONAL SUPPORT 300 CAPE ANN ANIMAL AID 4 PAWS LANE GLOUCESTER MA 01930 NONE PC OPERATIONAL SUPPORT 2250 CAPE ANN FOOD PANTRY 28 EMERSON AVE GLOUCESTER MA 01930 NONE PC OPERATIONAL SUPPORT 2100 CENTER FOR REPRODUCTIVE RIGHTS 199 WATER STREET NEW YORK NY 10038 NONE PC OPERATIONAL SUPPORT 1700 CHAPLAINCY INSTITUTE 302 STEVENS AVE PORTLAND ME 04103 NONE PC OPERATIONAL SUPPORT 6000 CLOUD FOUNDATION 107 SOUTH 7TH ST COLORADO SPRINGS CO 80905 NONE PC OPERATIONAL SUPPORT 1000 COMBINED JEWISH PHILANTHROPIES 126 HIGH ST BOSTON MA 02110 NONE PC OPERATIONAL SUPPORT 1800 COMMUNITY CONCEPTS INC 240 BATES STREET LEWISTON ME 04240 NONE PC OPERATIONAL SUPPORT 2500 CONGREGATION BETH ISRAEL PO BOX 1726 BANGOR ME 04402 NONE PC OPERATIONAL SUPPORT 165 CORNELL LAB OF ORINITHOLOGY PO BOX 11 ITHACA NY 14851 NONE PC OPERATIONAL SUPPORT 3000 CURE ALZHEIMER'S FUND 34 WASHINGTON ST WELLESLEY HILLS MA 02481 NONE PC OPERATIONAL SUPPORT 3150 DANA FARBER CANCER INSTITUTE 10 BROOKLINE PLACE WEST BROOKLINE MA 02445 NONE PC OPERATIONAL SUPPORT 5000 DEERFIELD ACADEMY PO BOX 306 DEERFIELD MA 01342 NONE PC OPERATIONAL SUPPORT 1000 EMPOWERMENT HEALTH 42 MUSSEL POINT ROAD GLOUCESTER MA 01930 NONE PC OPERATIONAL SUPPORT 300 ESSEX COUNTY GREENBELT 82 EASTERN AVE ESSEX MA 01929 NONE PC OPERATIONAL SUPPORT 750 FAMILY PLANNING ASSOCIATION OF MAINE PO BOX 587 AUGUSTA ME 04332 NONE PC OPERATIONAL SUPPORT 1300 FREEPORT COMMUNITY SERVICES 53 DEPOT ST FREEPORT ME 04032 NONE PC OPERATIONAL SUPPORT 1000 FREEPORT GRIDIRON CLUB 106 TENPENNY ST FREEPORT ME 04032 NONE PC OPERATIONAL SUPPORT 1000 FREEPORT PUBLIC LIBRARY 10 LIBRARY DR FREEPORT ME 04032 NONE PC OPERATIONAL SUPPORT 500 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 4000 FRIENDS OF ISRAELS ENVIRONMENT 4182 BECK AVENUE STUDIO CITY CA 91604 NONE PC OPERATIONAL SUPPORT 1500 GLOBAL WILDLIFE CONSERVATION PO BOX 129 AUSTIN TX 78767 NONE PC OPERATIONAL SUPPORT 13150 GOOD SHEPPARD 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 2041 GREATER MIAMI JEWISH FEDERATION 4200 BISCAYNE BLVD MIAMI FL 33137 NONE PC OPERATIONAL SUPPORT 6000 GROWTH THROUGH LEARNING 86 SHERMAN STREET CAMBRIDGE MA 02140 NONE PC OPERATIONAL SUPPORT 2750 HARVARD COLLEGE FUND CAMBRIDGE CAMBRIDGE MA 02138 NONE PC OPERATIONAL SUPPORT 1000 HIAS 1300 SPRING STREET SUITE 500 SILVER SPRING MD 20910 NONE PC OPERATIONAL SUPPORT 4000 HILLEL AT UNIVERSITY OF MIAMI 1100 STANFORD DRIVE CORAL GABLES FL 33146 NONE PC OPERATIONAL SUPPORT 500 HOLOCAUST & HUMAN RIGHTS EDUCATION CENTER 4 W RED OAK LN 330 WEST HARRISON NY 10604 NONE PC OPERATIONAL SUPPORT 500 IMMIGRANT LEGAL ADVOCACY 309 CUMBERLAND AVE 201 PORTLAND ME 04101 NONE PC OPERATIONAL SUPPORT 3000 JEWISH COMMUNITY ALLIANCE 57 ASHMONT ST PORTLAND ME 04103 NONE PC OPERATIONAL SUPPORT 10000 JEWISH FAMILY SERVICES OF METROWEST 475 FRANKLIN ST 101 FRAMINGHAM MA 01702 NONE PC OPERATIONAL SUPPORT 9000 JEWISH FEDERATION LEWISTON 74 BRADMAN ST AUBURN ME 04210 NONE PC OPERATIONAL SUPPORT 1000 JEWISH FEDERATION NAPLES 2500 VANDERBILT BEACH RD NAPLES FL 34109 NONE PC OPERATIONAL SUPPORT 2500 LANGERMAN FOUNDATION 4506 NORTH 12TH ST PHOENIX AZ 85014 NONE PC OPERATIONAL SUPPORT 3000 LIGHTS ON THE MOUNTAIN PO BOX 2366 ROBBINSVILLE NC 28771 NONE PC OPERATIONAL SUPPORT 11000 LOWN CARDIOVASCULAR GROUP 830 BOYLSTON ST 205 CHESTNUT HILL MA 02467 NONE PC OPERATIONAL SUPPORT 1000 MAINE CENTER FOR GRIEVING CHILDREN 555 FOREST AVE PORTLAND ME 04101 NONE PC OPERATIONAL SUPPORT 2000 MAINE CHAPTER APPALACHIAN MOUNTAIN CLUB 5 JOY STREET BOSTON MA 02108 NONE PC OPERATIONAL SUPPORT 1000 MAINE EQUAL JUSTICE PARTNERS 126 SEWALL ST AUGUSTA ME 04330 NONE PC OPERATIONAL SUPPORT 1000 MAINE EQUINE WELFARE ALLIANCE 29 WILTSHIRE PLACE CAMDEN ME 04843 NONE PC OPERATIONAL SUPPORT 500 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 10900 NATURAL RESOURCES COUNCIL OF MAINE 3 WADE ST AUGUSTA ME 04330 NONE PC OPERATIONAL SUPPORT 500 NEVE MICHAEL CHILDREN'S VILLAGE 1 HAZFIRA STREET PARDES HANA IS 37000 NONE PC OPERATIONAL SUPPORT 4750 PARTNERS IN HEALTH 888 COMMONWEALTH AVE BOSTON MA 02215 NONE PC OPERATIONAL SUPPORT 3000 PATHWAYS FOR CHILDREN 29 EMERSON AVE GLOUCESTER MA 01930 NONE PC OPERATIONAL SUPPORT 7500 PATIENT AIRLIFT SERVICES 120 ADAMS BLVD FARMINGDALE NY 11735 NONE PC OPERATIONAL SUPPORT 5000 PINE TREE LEGAL ASSISTANCE 88 FEDERAL STREET PO BOX 547 PORTLAND ME 04112 NONE PC OPERATIONAL SUPPORT 1000 PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND 784 HERCULES DR COLCHESTER VT 05446 NONE PC OPERATIONAL SUPPORT 100 PREBLE STREET RESOURCE CENTER 5 PORTLAND ST PORTLAND ME 04101 NONE PC OPERATIONAL SUPPORT 1300 RIDING TO THE TOP PO BOX 1928 WINDHAM ME 04062 NONE PC OPERATIONAL SUPPORT 2130 ROCKPORT CHAMBER MUSIC PO BOX 312 ROCKPORT MA 01966 NONE PC OPERATIONAL SUPPORT 750 ROCKPORT POLICE 168 MAIN ST ROCKPORT MA 01966 NONE PC OPERATIONAL SUPPORT 1200 SUGARLOAF REGIONAL SKI EDUCATION FOUNDATION PO BOX 546 STRATTON ME 04982 NONE PC OPERATIONAL SUPPORT 2000 TEMPLE BETH SHALOM 193 EAST PLEASANT AVE LIVINGSTON NJ 07039 NONE PC KEVIN - 07/24/17 03:43PM WORKSHEET PRIVATE FOUNDATION 4000 TEMPLE SHALOM SYNAGOGUE CENTER 74 BRADMAN ST AUBURN ME 04210 NONE PC OPERATIONAL SUPPORT 8000 THE BROOKE 5TH FLOOR FRIARS BRIDGE COURT LONDON UK SE1 8NZ NONE PC OPERATIONAL SUPPORT 5200 THE FRESH AIR FUND 633 3RD AVE NEW YORK NY 10017 NONE PC OPERATIONAL SUPPORT 100 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 1500 TRINITY JUBILEE CENTER 247 BATES ST LEWISTON ME 04240 NONE PC OPERATIONAL SUPPORT 2000 UNITED JEWISH APPEAL - NJ 130 E 59TH ST NEW YORK NY 10022 NONE PC OPERATIONAL SUPPORT 1500 UNIVERISTY OF MIAMI 1320 S DIXIE HWY CORAL GABLES FL 33146 NONE PC OPERATIONAL SUPPORT 2500 UNIVERSITY OF VERMONT UNOVERSITY OF VERMONT BURLINGTON VT 05405 NONE PC OPERATIONAL SUPPORT 5000 WABAN PROJECT 5 DUNAWAY DR SANFORD ME 04073 NONE PC OPERATIONAL SUPPORT 10000 WELLSPRING HOUSE 302 ESSEX AVE GLOUCESTER MA 01930 NONE PC OPERATIONAL SUPPORT 2025 WESTBROOK ANIMAL RESCUE LEAGUE 449 STROUDWATER STREET WESTBROOK ME 04092 NONE PC OPERATIONAL SUPPORT 150 WORLD JEWISH CONGRESS 501 MADISON AVENUE NEW YORK NY 10022 NONE PC OPERATIONAL SUPPORT 3500 234211 0 14 13533 14 72205 14 22712 0 108450 0 108450 0 0 0 0 0 0 0 0 0 0 X X 1 LEAHGRACE BRIENNA KAYLER 42 MUSSEL POINT ROAD GLOUCESTER MA 01930 10000 X 2 JAMES A PLATZ 2 GREAT FALLS PLAZA AUBURN ME 04210 15000 X 3 DANIEL G KAGAN 2 ROLAND KIMBALL ROAD FREEPORT ME 04032 10730 X ACCOUNTING & TAX PREP 4500 4500 0 CORPORATE STOCK 2338620 2582742 174730 225611 0 0 INVESTMENT ADVISORY FEES 32380 32380 0 STATE TAXES 393 0 0 FEDERAL TAXES 1648 0 0 FOREIGN TAXES PAID 2145 0 0 PAYROLL TAXES 3223 0 0