2013-11-13T08:39:55-08:00 2012-12-31 ARGENT WEALTH MANAGEMENT INC 13 RIVERSIDE ROAD WESTON MA 024932434 990PF 2012-01-01 046965549 Robert S & Maria J Reisman Charitable Trust ROBE 7818941117 131 Winding River Rd Needham MA 02492 Robert Reisman 2013-11-13 true David M Duchesneau P00955846 7818941117 2012 2016-02-25 16:41:14Z X 6877341 X X 37678 37678 37678 111362 111362 111362 439 223278 439 460 230 149709 149479 149500 70000 70000 472 472 20613 20613 91085 91085 0 180050 180050 271135 91085 180050 -121426 58394 149500 27967 21592 21592 511618 509588 683868 5811850 5698829 6171881 6351435 6230009 6877341 0 X 6351435 6230009 6351435 6230009 6351435 6230009 6351435 -121426 6230009 6230009 MERRILL LYNCH PORTFOLIO P 2012-01-01 2012-12-31 3770 3310 460 460 MERRILL LYNCH PORTFOLIO P 2000-01-01 2012-12-31 60351 59789 562 562 ISHARES RUSSELL 2000 INDEX FUND P 2011-02-01 2012-11-21 159157 159740 -583 -583 439 460 false 137450 6323403 0.02174 155600 5715289 0.02723 145050 5036393 0.02880 165700 5646109 0.02935 232650 6091667 0.03819 0.14530 0.02906 6819861 198185 584 198769 180050 1168 1168 1168 10881 10881 X 9713 9713 false false false false false false false false true true MA true false false false false true N/A Robert S Reisman 7818941117 131 Winding River Rd needham MA 02492 false false false false false false false false false false false false false false false false false false false false false false false false false false Maria Reisman 131 Winding River Rd Needham MA 024921024 10.00 35000 Robert Reisman 131 Winding River Rd Needham MA 024921024 10.00 35000 NONE NONE 6891696 32021 0 6923717 0 6923717 103856 6819861 340993 340993 1168 1168 339825 339825 339825 180050 180050 180050 339825 179482 180050 179482 0 568 339257 X CHARLES RIVER CENTER 59 E MILITIA HEIGHTS DRIVE NEEDHAM MA 02492 NONE EXEMPT TO SUPPORT THE COMMUNITY 250 MEDICINE FOR PEACE 3732 UNICORN LANE NW WASHINGTON DC 20015 NONE EXEMPT TO SUPPORT THE COMMUNITY 500 AMERICAN CANCER SOCIETY P O BOX 22718 OKLAHOMA CITY OK 73123 NONE EXEMPT TO SUPPORT RESEARCH 1000 THE SALVATION ARMY 615 SLATERS LANE ALEXANDRIA VA 22313 NONE EXEMPT TO SUPPORT THE COMMUNITY 250 COMBINED JEWISH PHILANTHOPIES 126 HIGH STREET BOSTON MA 02110 NONE EXEMPT TO SUPPORT THE COMMUNITY 500 ALZHEIMERS ASSOCIATION 225 N MICHIGAN AVE CHICAGO IL 60601 NONE EXEMPT TO SUPPORT RESEARCH 250 PINE STREET INN 444 HARRISON AVE BOSTON MA 02118 NONE EXEMPT TO SUPPORT THE COMMUNITY 500 USO P O BOX 96322 WASHINGTON DC 20090 NONE EXEMPT TO SUPPORT THE COMMUNITY 250 AMERICAN DIABETES ASSOCIATION 330 CONGRESS STREET BOSTON MA 02210 NONE EXEMPT TO SUPPORT RESEARCH 500 NATIONAL HEADACHE FOUNDATION 820 N ORLEANS CHICAGO IL 60610 NONE EXEMPT TO SUPPORT RESEARCH 500 ROSIES PLACE 889 HARRISON AVE ROXBURY MA 02118 NONE EXEMPT TO SUPPORT THE COMMUNITY 500 ST JUDE CHLDRENS RESEARCH CENTER 313 WASHINGTON STREET NEWTON MA 02458 NONE EXEMPT TO SUPPORT RESEARCH 1000 MAKE A WISH FOUNDATION 1 BULLFINCH PLACE BOSTON MA 02114 NONE EXEMPT TO SUPPORT THE COMMUNITY 500 NEEDHAM POLICE UNION P O BOX 910014 NEEDHAM MA 02492 NONE EXEMPT TO SUPPORT THE COMMUNITY 200 BETH ISRAEL DEACONESS HOSPITAL 25 BOYLSTON STREET CHESTNUT HILL MA 02467 NONE EXEMPT TO SUPPORT RESEARCH 1000 CARE P O BOX 7039 MERRIFIELD VA 22116 NONE EXEMPT TO SUPPORT THE COMMUNITY 250 HABITAT FOR HUMANITY 1580 VFW PARKWAY WEST ROXBURY MA 02132 NONE EXEMPT TO SUPPORT THE COMMUNITY 500 WOUNDED WARRIOR PROJECT 1120 G STREET NW WASHINGTON DC 20005 NONE EXEMPT TO SUPPORT THE COMMUNITY 1250 MASSACHUSETTS CHIEF OF POLICE ASSOC 26 PROVIDENCE ROAD GRAFTON MA 01519 NONE EXEMPT TO SUPPORT THE COMMUNITY 150 VETERANS OUTREACH CENTER 459 SOUTH AVENUE ROCHESTER NY 14620 NONE EXEMPT TO SUPPORT THE COMMUNITY 150 THE FUND FOR BABSON 231 FOREST STREET WELLESLEY MA 02181 NONE EXEMPT TO SUPPORT EDUCATION 5000 NORTHEAST ANIMAL SHELTER 424 EAST 92 STREET NEW YORK NY 10018 NONE EXEMPT TO SUPPORT WILDLIFE 250 MOVEMBER P O BOX 2726 VENICE CA 90294 NONE EXEMPT TO SUPPORT THE COMMUNITY 500 NEWTON WELLESLEY CHARITABLE FOUNDAT 2014 WASHINGTON STREET NEWTON MA 02462 NONE EXEMPT TO SUPPORT THE COMMUNITY 2500 INTERNATIONAL OCD FOUNDATION P O BOX 961029 BOSTON MA 02196 NONE EXEMPT TO SUPPORT RESEARCH 11000 LEUKEMIA LYMPHOMA SOCIETY 1311 MAMARONECK AVENUE SUITE 310 WHITE PLAINS NY 10605 NONE EXEMPT TO SUPPORT RESEARCH 500 HELP HOSPITALIZED VETERANS 36585 PENFIELD LANE WINCHESTER CA 92596 NONE EXEMPT TO SUPPORT THE COMMUNITY 1500 ARTHRITIS FOUNDATION P O BOX 7669 ATLANTA GA 30357 NONE EXEMPT TO SUPPORT RESEARCH 500 NEW ENGLAND WILDLIFE CENTER 500 COLUMBIAN STREET SOUTH WEYMOUTH MA 02190 NONE EXEMPT TO SUPPORT CONSERVATION 25000 DANA FARBER 44 BINNEY STREET BOSTON MA 02115 NONE EXEMPT TO SUPPORT MEDICAL RESEARCH 5000 THE DEVEREUX FOUNDATION 60 MILES ROAD RUTLAND MA 01543 NONE EXEMPT TO SUPPORT HUMANITARIAN NEEDS 500 MEDICINE FOR PEACE 3732 UNICORN LANE NW WASHINGTON DC 20015 NONE EXEMPT TO SUPPORT MEDICAL NEEDS 300 MASSACHUSETTS GENERAL HOSPITAL 55 FRUIT STREET BOSTON MA 02114 NONE EXEMPT TO SUPPORT MEDICAL NEEDS 115000 UMAF 134 HICKS WAY AMHERST MA 01003 NONE EXEMPT TO SUPPORT EDUCATIONAL NEEDS 2500 180050 14 37678 14 111362 439 NON DIVIDEND DISTRIBUTION 230 149270 439 149709 false false false false false false false false false false MERRILL LYNCH PORTFOLIO 389965 378634 FIDELITY PORTFOLIO 5308864 5793247 509588 683868 professional fees 15000 15000 Investment expenses 3513 3513 bond amortization 2030 2030 ANNUAL REPORT 70 70 NON DIVIDEND DISTRIBUTION 230 FOREIGN TAXES 472 472