2023-06-12T14:50:22-04:00 2022-12-31 042836739 ADLER BLANCHARD & ASSOCIATES LLP 27 CAMBRIDGE ST STE 201 BURLINGTON MA 01803 990PF 2022-01-01 463170657 THE KATHRYN GOODMAN FOUNDATION KATH 5086420363 PO BOX 1451 WEST TISBURY MA 02575 TIMOTHY W GOODMAN TRUSTEE 5086420363 2023-05-05 true TIMOTHY GOODMAN XXX-XX-XXXX false CARL BLANCHARD P00851646 7812730075 2023-06-12 X 2022 2023-04-26 12:10:37Z X 7807634 X X 295 295 295 231005 231005 231005 -50230 287403 181070 231300 231300 60000 3028 2700 2700 2700 79730 79730 79730 26688 8736 8736 928 928 928 173074 92094 92094 0 386366 386366 559440 92094 92094 386366 -378370 139206 139206 -4 91810 51069 51069 6101469 5763836 7756565 6193275 5814905 7807634 0 X 6193275 5814905 6193275 5814905 6193275 5814905 6193275 -378370 5814905 5814905 MERRILL LYNCH LT CVD P 2013-01-07 2022-12-31 287403 337633 -50230 -50230 -50230 1935 1935 1935 10000 10000 8065 8065 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 79730 TIMOTHY GOODMAN PO BOX 1451 WEST TISBURY MA 02575 TRUSTEE 60000 N/A 7770363 197814 0 7968177 7968177 119523 7848654 392433 392433 1935 1935 390498 390498 390498 386366 386366 390498 382062 2020 2018 2780 386366 382062 2780 1524 388974 X 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 5000 CHILD JUSTICE INC 8401 COLESVILLE ROAD SILVER SPRING MD 20910 NONE PROTECTION FOR ABUSED CHILDREN 30000 FEATHERSTONE CTR 30 FEATHERSTONE LANE OAK BLUFFS MA 02557 NONE COMMUNITY PROGRAMS 10000 FELIX NECK SANCTUARY PO BOX 494 VINEYARD HAVEN MA 02568 NONE WILDLIFE PROTECTION 3000 FRIENDS OF MVY RADIO PO BOX 1148 VINEYARD HAVEN MA 02568 NONE COM MUNITY PROGRAMS 12000 HARBOR HOMES PO BOX 243 WEST TISBURY MA 02575 NONE ASSISTANCE FOR HOMELESS 30000 HOSPICE OF MARTHAS VINEYARD PO BOX 1748 VINEYARD HAVEN MA 02568 NONE HOSPICE AND BEREAVEMENT SERVICES 10000 MARTHA'S VINEYARD MUSEUM 151 LAGOON POND RD VINEYARD HAVEN MA 02568 MUSEUM 10000 MSPCA ANGELL MEMORIAL 360 SOUTH HUNTINGTON AVE BOSTON MA 02130 NONE VETERINARY SERVICES 3000 MUSICALLY FED 8274 E DEL CADENA SCOTTSDALE AZ 85258 NONE COMMUNITY PROGRAMS 55000 MVY CENTER FOR LIVING PO BOX 1729 VINEYARD HAVEN MA 02568 NONE SENIOR ASSISTANCE 10000 MVY REGIONAL HIGH SCHOOL BOX 1385 OAK BLUFFS MA 02557 NONE EDUCATION SERVICES 20000 PINE STREET INN 444 HARRISON AVE BOSTON MA 02118 NONE ASSISTANCE TO HOMELESS PERSONS 5000 ROSIES PLACE 889 HARRISON AVE BOSTON MA 02118 NONE ASSISTANCE FOR HOMELESS WOMEN 5000 SASSAFRAS EARTH EDUCATION 5 CHURCH ST VINEYARD HAVEN MA 02586 NONE EDUCATION SERVICES 3000 VINEYARD HOUSE INC 5 CHURCH ST VINEYARD HAVEN MA 02586 NONE REHABILITATION PROGRAMS 10000 VINEYARD PRESERVATION TRUST PO BOX 5277 EDGARTOWN MA 02539 HISTORIC PRESERVATION 13000 YMCA OF MARTHAS VINEYARD 111R EDGARTOWN VINEYARD HAVEN ROAD VINEYARD HAVEN MA 02568 NONE COMMUNITY PROGRAMS 5000 MV COMMUNITY FOUNDATION PO BOX 243 WEST TISBURY MA 02568 COMMUNITY SUPPORT 26000 AF PRODUCTIONS PO BOX 1888 OAK BLUFFS MA 02557 NOT FOR PROFIT VIDEOGRAPHER 4050 WOMENS LUNCH PLACE 20 PARK PLAZA SUITE 520 BOSTON MA 02116 DAY SHELTER FOR WOMEN 5000 BACH CENTER 270 TREMONT STREET BOSTON MA 02116 NONE HISTORICAL/MUSICAL PRESERVATION 45000 THE JIMMY FUND 10 BROOKLINE PLACE BROOKLINE MA 02445 NONE CANCER RESEARCH 5000 CENTER FOR INDEPENDENT DOCUMENTARY 1300 SOLDIERS FIELD RD BOSTON MA 02135 NONE PRODUCTION INDEPENDENT FILMS 10000 SWEETWATER 5501 US HWY 30 W FORT WAYNE IN 46818 MUSICAL INSTRUMENTS FOR HS 49316 386366 14 295 14 231005 -50230 231300 -50230 181070 false false false false false false false false false false ADLER BLANCHARD 2700 2700 2700 THE KATHRYN GOODMAN FOUNDATION EIN: 46-3170657 YEAR ENDING DECEMBER 31, 2022 FORM 990-PF, PART XII, LINE 4B ELECTION TO TREAT UNDISTRIBUTED INCOME OF PRIOR YEARS AS CURRENT YEAR DISTRIBUTIONS PURSUANT TO TREASURY REGULATIONS SECTION 53.4942(A)-3(D)(2), THE KATHRYN GOODMAN FOUNDATION ELECTS TO TREAT PART OF THE REMAINING QUALIFYING DISTRIBUTIONS TO ANY UNDISTRIBUTED INCOME REMAINING FROM YEARS BEFORE 2021: TAX YEAR AMOUNT -------- ------- 2018 132 2020 2,648 ------- TOTAL 2,780 SIGNED: ------------------------------- NAME: TIMOTHY W. GOODMAN TITLE: TRUSTEE AMN ELEC POWER CO 200256 227880 AT&T AUTOMATIC DATA PROC 167625 552244 CHEVRON 222341 346594 CISCO SYSTEMS 209737 314424 EMERSON ELECT CO 200240 327084 EXXON MOBIL 258611 305752 GILEAD SCIENCES INC COM 200112 253687 INTL BUSINESS MACHINES 278651 273890 JM SMUCKER CO 200211 261459 JOHNSON AND JOHNSON 171312 306311 JP MORGAN CHASE & CO 199879 275576 KELLOGG CO 230488 255752 KYNDRYL HOLDINGS INCORP 13848 4314 MICROSOFT 137767 859515 NOVARTIS ADR 200232 205027 PFIZER 189926 292580 PUBSVC ENTERPRISE GRP 242534 330735 ROYAL BANK CANADA 205680 313933 SANOFI ADR 200604 180886 TOTALENERGIES SE 240459 235904 UNILEVER PLC NEW 200134 175722 VERIZON COM 215023 168632 3M COMPANY 250545 176882 15,420.00 SH ISHARES EDGE MSCI 1127621 1111782 LEGAL 2000 LEGAL 1028 EXPENSES BANK FEES 858 858 858 FILING FEE 70 70 70 ADVISORY FEES 79730 79730 79730 FOREIGN DIVIDEND TAX 8736 8736 8736 FEDERAL EXCISE TAX ON INVESTMENT 17952