2026-06-08T13:05:28-04:00 2025-12-31 042836739 ADLER BLANCHARD & ASSOCIATES LLP 27 CAMBRIDGE ST STE 201 BURLINGTON MA 01803 990PF 2025-01-01 463170657 THE KATHRYN GOODMAN FOUNDATION KATH 5086420363 PO BOX 1451 WEST TISBURY MA 02575 TIMOTHY W GOODMAN TRUSTEE 5086420363 2026-06-04 true CARL BLANCHARD P00851646 7812730075 2026-06-08 X 2025 2025-03-06 01:10:19Z X 9612961 X X 3484 3484 3484 253986 253986 253986 461082 1729201 461082 718552 718552 257470 60000 1320 2756 2756 2756 92525 92525 92525 11464 11464 11464 315 315 315 168380 107060 107060 0 399910 399910 568290 107060 107060 399910 150262 611492 150410 73298 21330 21330 5238210 5443410 9591631 5311508 5464740 9612961 0 X 5311508 5464740 5311508 5464740 5311508 5464740 5311508 150262 2970 5464740 5464740 MERILL LYNCH LT CVD P 1729201 1268119 461082 461082 461082 8500 8500 8500 4000 8900 12900 4400 4400 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 false 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 60000 0 0 NONE MERRILL LYNCH WEALTH MANAGEMENT 5905 E GALBRAITH RD CINCINNATI OH 45236 INVESTMENT MGMT 92525 TIMOTHY GOODMAN PO BOX 1451 WEST TISBURY MA 02575 TRUSTEE 60000 N/A 9250805 154559 0 9405364 9405364 141080 9264284 463214 463214 8500 8500 454714 454714 454714 399910 399910 454714 397829 399910 397829 2081 452633 X AF PRODUCTIONS PO BOX 1888 OAK BLUFFS MA 02557 NONE PC NOT FOR PROFIT VIDEOGRAPHER 6350 ANIMAL SHELTER OF MARTHAS VINEYARD PO BOX 1829 EDGARTOWN MA 02539 NONE PC VET SERVICES 5000 BACH CENTER 270 TREMONT STREET BOSTON MA 02116 NONE PC HISTORICAL/MUSICAL PRESERVATION 30000 BACH J SPALDING LEGACY 877 HARRISON AVE 7 BOSTON MA 02118 NONE PC MUSIC PRESERVATION 30000 CHILD JUSTICE INC 8401 COLESVILLE ROAD SILVER SPRING MD 20910 NONE PC PROTECTION FOR ABUSED CHILDREN 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POND RD VINEYARD HAVEN MA 02568 NONE PC COMMUNITY PROGRAMS 20300 MV OCEAN ACADEMY 112 MAIN STREET VINEYARD HAVEN MA 02568 NONE PC COMMUNITY PROGRAMS 13260 MVY CENTER FOR LIVING PO BOX 1729 VINEYARD HAVEN MA 02568 NONE PC SENIOR ASSISTANCE 10000 MVY REGIONAL HIGH SCHOOL BOX 1385 OAK BLUFFS MA 02557 NONE PC EDUCATION SERVICES 35000 PINE STREET INN 444 HARRISON AVE BOSTON MA 02118 NONE PC ASSISTANCE TO HOMELESS PERSONS 5000 PROKIDS 222 W 7TH ST CINCINNATI OH 45202 NONE PC NON-PROFIT ORGANIZATION 5000 ROSIES PLACE 889 HARRISON AVE BOSTON MA 02118 NONE PC ASSISTANCE FOR HOMELESS WOMEN 5000 VH LIBRARY 15 CHURCH STREET VINEYARD HAVEN MA 02568 NONE PC PUBLIC LIBRARY ACCESS 20000 VINEYARD HOUSE INC 5 CHURCH ST VINEYARD HAVEN MA 02586 NONE PC REHABILITATION PROGRAMS 10000 VINEYARD PRESERVATION TRUST PO BOX 5277 EDGARTOWN MA 02539 NONE PC HISTORIC PRESERVATION 5000 MVY RADIO 489 STATE ROAD WEST TISBURY MA 02575 NONE PC COMMUNITY RADIO 20000 399910 14 3484 14 253986 461082 257470 461082 718552 false false false false false false false false false false ADLER BLANCHARD 2756 2756 2756 15,420.00 SH ISHARES EDGE MSCI 777870 999038 3M COMPANY AUTOMATIC DATA PROC 167625 594716 BANK OF NOVA SCOTIA 224999 291960 BRISTOL-MYERS SQUIBB CO 198904 248124 CHEVRON 166906 224805 CISCO SYSTEMS 209737 508398 CROWN CASTLE INC CVS HEALTH CORP DOMINION ENERGY INC 224962 227329 DUKE ENERGY CORP NEW EMERSON ELECT CO 200240 451912 ENBRIDGE ICN COM 224943 236280 EVERSOURCE 225207 229259 EXXON MOBIL 258611 333582 GILEAD SCIENCES INC COM 179593 325506 HEALTHPEAK PPTYS INC 225144 190146 INTL BUSINESS MACHINES 170623 368189 JM SMUCKER CO JOHNSON AND JOHNSON 171312 358851 JP MORGAN CHASE & CO 199879 662162 MERCK AND CO IN SHS 224991 283149 MICROSOFT 105530 1324152 NOVARTIS ADR 159869 262780 PFIZER 270379 221361 PUBSVC ENTERPRISE GRP 234235 418765 ROYAL BANK CANADA 137352 381386 TOTALENERGIES SE 226857 234727 VERIZON COM 257642 215054 LEGAL 1320 EXPENSES BANK FEES 245 245 245 FILING FEE OPERATIONS 70 70 70 NONDIVIDEND DISTRIBUTION 2715 CAPITAL GAIN DISTRIBUTIONS 255 ADVISORY FEES 92525 92525 92525 FOREIGN DIVIDEND TAX 9557 9557 9557 FEDERAL EXCISE TAX ON INVESTMENT 1907 1907 1907