2023-09-18T11:00:14-05:00 2022-12-31 221478099 COHNREZNICK LLP 350 GRANITE STREET SUITE 1200 BRAINTREE MA 02184 990PF 2022-01-01 016019033 MAX KAGAN FAMILY FOUNDATION MAXK 9785157415 9 RAVEN LANE GLOUCESTER MA 01930 LEAHGRACE BRIENNA KAYLER TRUSTEE 9785157415 2023-09-15 1 LEAHGRACE BRIENNA KAYLER 999009999 1 JOLANTA TUCK CPA P01340068 7813803520 2023-09-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 4547197 X 42250 31121 31121 54352 54352 208051 1286143 208051 335774 293524 0 0 0 4249 2124 2125 7875 3938 3937 46782 46782 0 2776 2776 0 16326 586 0 2776 2776 0 80784 58982 6062 255220 255220 336004 58982 261282 -230 234542 195081 210364 210364 17146 8309 17146 17146 50067 50054 55612 3119566 3460648 4264075 365419 0 0 3738442 3738212 4547197 0 0 X 1545996 1545996 0 0 2192446 2192216 3738442 3738212 3738442 3738212 3738442 -230 0 3738212 0 3738212 CAPITAL GAIN DISTRIBUTION P 268 268 268 PUBLICLY TRADED SECURITIES P 1285875 1078092 207783 207783 208051 3260 0 3260 0 3260 7720 0 0 0 7720 39 4421 4421 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 9 RAVEN LANE GLOUCESTER MA 01930 0 0 0 1 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 4576911 386121 0 4963032 0 0 4963032 74445 4888587 244429 244429 3260 3260 241169 0 241169 0 241169 261282 0 261282 241169 0 0 22631 22631 261282 0 0 0 241169 20113 0 0 42744 0 0 0 0 0 0 0 42744 22631 20113 LEAHGRACE BRIENNA KAYLER 9 RAVEN LANE GLOUCESTER MA 01930 9785157415 LEAHGRACEKAYLER@GMAILCOM N/A N/A N/A ACTION INC 180 MAIN ST GLOUCESTER MA 01930 NONE PC OPERATIONAL SUPPORT 1500 AGASSIZ VILLAGE SUMMER CAMP 238 BEDFORD STREET SUITE 8 LEXINGTON MA 02420 NONE PC OPERATIONAL SUPPORT 2160 ALZHEIMER'S ASSOCIATION 225 N MICHIGAN AVE FLOOR 17 CHICAGO IL 60601 NONE PC OPERATIONAL SUPPORT 650 AMERICAN JEWISH WORLD SERVICE 45 WEST 36TH STREET NEW YORK NY 10018 NONE PC OPERATIONAL SUPPORT 4500 AMERICAN SOCIETY FOR THE PROTECTION OF NATURE IN ISRAEL 15 EAST 40TH STREET SUITE 904 NEW YORK NY 10016 NONE PC OPERATIONAL SUPPORT 500 ANIMAL REFUGE LEAGUE PO BOX 336 WESTBROOK ME 040980336 NONE PC OPERATIONAL SUPPORT 1000 ANTI-DEFAMATION LEAGUE 40 COURT ST 12 BOSTON MA 02108 NONE PC OPERATIONAL SUPPORT 1985 ARTIS NAPLES 5833 PELICAN BAY BLVD NAPLES FL 34108 NONE PC OPERATIONAL SUPPORT 5000 BACKYARD GROWERS 103R MAPLEWOOD AVE GLOUCESTER MA 01930 NONE PC OPERATIONAL SUPPORT 750 BELLA'S PROMISE PET RESCUE INC 574 DOLPHIN DR DELRAY BEACH FL 33495 NONE PC OPERATIONAL SUPPORT 1000 BONITA SPRINGS ASSISTANCE OFFICE 25300 BERNWOOD DR 6 BONITA SPRINGS FL 34135 NONE PC OPERATIONAL SUPPORT 1500 BOSTON UNIVERSITY ALUMNI & FRIENDS 595 COMMONWEALTH AVENUE BOSTON MA 02215 NONE PC OPERATIONAL SUPPORT 1000 BRAIN INJURY ASSOCIATION OF AMERICA 3057 NUTLEY STREET 805 FAIRFAX VA 22031 NONE PC OPERATIONAL SUPPORT 750 BROOKE USA 2333 ALEXANDRIA DR LEXINGTON KY 40504 NONE PC OPERATIONAL SUPPORT 1050 CAMP SUSAN CURTIS FOUNDATION 1321 WASHINGTON AVE 104 PORTLAND ME 04103 NONE PC OPERATIONAL SUPPORT 10000 CENTER FOR CHILDREN'S BEHAVIORAL HEALTH 356 HORSENECK RD FAIRFIELD NJ 07004 NONE PC OPERATIONAL SUPPORT 600 CHAPLAINCY INSTITUTE 302 STEVENS AVE PORTLAND ME 04103 NONE PC OPERATIONAL SUPPORT 500 CHOWDY FOUNDATION INC 321 LINDEN ST WINNETKA IL 60093 NONE PC OPERATIONAL SUPPORT 450 COMMUNITY CONCEPTS INC 240 BATES STREET LEWISTON ME 04240 NONE PC OPERATIONAL SUPPORT 2000 CONGREGATION BETH ABRAHAM 145 YORK ST BANGOR ME 04401 NONE PC OPERATIONAL SUPPORT 165 CORNELL UNIVERSITY VETERINARY COLLEGE COLLEGE OF VETERINARY MEDICINE ITHACA NY 14853 NONE PC OPERATIONAL SUPPORT 3000 CURE ALZHEIMER'S FUND 34 WASHINGTON ST WELLESLEY HILLS MA 02481 NONE PC OPERATIONAL SUPPORT 5000 DEERFIELD ACADEMY PO BOX 306 DEERFIELD MA 01342 NONE PC OPERATIONAL SUPPORT 2500 EMMC FOUNDATION 354 HOGAN ROAD BANGOR ME 04401 NONE PC OPERATIONAL SUPPORT 5000 ESSEX COUNTY GREENBELT 82 EASTERN AVE ESSEX MA 01929 NONE PC OPERATIONAL SUPPORT 375 FOUNDATION FOR NONDUALITY INC 28 MEADOW LN LEBANO NJ 08833 NONE PC OPERATIONAL SUPPORT 3000 FREEPORT COMMUNITY SERVICES 53 DEPOT ST FREEPORT ME 04032 NONE PC OPERATIONAL SUPPORT 2000 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 THE ARAVA INSTITUTE 1320 CENTRE STREET SUITE 206 NEWTON MA 02459 NONE PC OPERATIONAL SUPPORT 1400 FRIENDS OF YAD SARAH 445 PARK AVE 1702 NEW YORK NY 10022 NONE PC OPERATIONAL SUPPORT 250 GENEROUS GARDENERS 101 WESTERN AVE SUITE 1 GLOUCESTER MA 01930 NONE PC OPERATIONAL SUPPORT 750 GLOBAL WILDLIFE CONSERVATION PO BOX 129 AUSTIN TX 78767 NONE PC OPERATIONAL SUPPORT 13000 GLOBALGIVING 1 THOMAS CIR NW SUITE 800 WASHINGTON DC 20005 NONE PC OPERATIONAL SUPPORT 10000 GREATER ANDROSCOGGIN HUMANE SOCIETY 55 STRAWBERRY AVE LEWISTON ME 04240 NONE PC OPERATIONAL SUPPORT 2000 GREENPEACE FUND 702 H STREET NW SUITE 300 WASHINGTON DC 20001 NONE PC OPERATIONAL SUPPORT 3000 GULFSHORE PLAYHOUSE 755 8TH AVE S NAPLES FL 34102 NONE PC OPERATIONAL SUPPORT 3500 HARRY CHAPIN FOOD BANK 3760 FOWLER STREET FORT MYERS FL 33901 NONE PC OPERATIONAL SUPPORT 5000 HARVARD HILLEL 52 MT AUBURN ST CAMBRIDGE MA 02138 NONE PC OPERATIONAL SUPPORT 1000 HOLOCAUST MUSEUM & COHEN EDUCATION CENTER 975 IMPERIAL GOLF COURSE BLVD NAPLES FL 34110 NONE PC OPERATIONAL SERVICES 5000 HOUSEHOLD GOODS 530 MAIN STREET ACTON MA 01720 NONE PC OPERATIONAL SUPPORT 750 HUNTINGTON'S DISEASE SOCIETY OF AMERICA 505 EIGHT AVENUE SUITE 902 NEW YORK NY 10018 NONE PC OPERATIONAL SUPPORT 3000 IMMIGRANT LEGAL ADVOCACY 309 CUMBERLAND AVE 201 PORTLAND ME 04101 NONE PC OPERATIONAL SUPPORT 10000 INNOVATIONS FOR POVERTY ACTION 228 PARK AVE S SUITE 53674 NEW YORK NY 10003 NONE PC OPERATIONAL SUPPORT 500 JEWISH COMMUNITY ALLIANCE 57 ASHMONT ST PORTLAND ME 04103 NONE PC OPERATIONAL SUPPORT 2000 JEWISH FAMILY SERVICES OF METROWEST 475 FRANKLIN ST 101 FRAMINGHAM MA 01702 NONE PC OPERATIONAL SUPPORT 5000 JEWISH FEDERATION NAPLES 2500 VANDERBILT BEACH RD NAPLES FL 34109 NONE PC OPERATIONAL SUPPORT 5000 JEWISH FEDERATION SOUTH PALM BEACH 9901 DONNA KLEIN BLVD BOCA RATON FL 33428 NONE PC OPERATIONAL SUPPORT 2500 JEWISH HISTORICAL SOCIETY OF SOUTHWEST FLORIDA 8805 TAMIAMI TRAIL NORTH NAPLES FL 34108 NONE PC OPERATIONAL SUPPORT 2500 LAPPIN FOUNDATION 100 CUMMINGS CENTER SUITE 220-G BEVERLY MA 01915 NONE PC OPERATIONAL SUPPORT 300 LAST STOP HORSE RESCUE 938 TAR RIDGE ROAD PRENTISS ME 04487 NONE PC OPERATIONAL SUPPORT 1450 LEKET ISRAEL PO BOX 2090 TEANECK NJ 07666 NONE PC OPERATIONAL SUPPORT 500 LEWISTON - AUBURN JEWISH FEDERATION 243 FERN ST TURNER ME 04282 NONE PC OPERATIONAL SUPPORT 1000 MAINE CHAPTER APPALACHIAN MOUNTAIN CLUB 5 JOY STREET BOSTON MA 02108 NONE PC OPERATIONAL SUPPORT 2000 MAINE FAMILY PLANNING PO BOX 587 AUGUSTA ME 04332 NONE PC OPERATIONAL SUPPORT 500 MAINE PUBLIC BROADCASTING NETWORK 1450 LISBON ST LEWISTON ME 04240 NONE PC OPERATIONAL SUPPORT 500 MARITIME GLOUCESTER 23 HARBOR LOOP GLOUCESTER MA 01930 NONE PC OPERATIONAL SUPPORT 1000 MASS AUDUBON 208 S GREAT ROAD LINCOLN MA 01773 NONE PC OPERATIONAL SUPPORT 600 MIDDLEBURY COLLEGE 14 OLD CHAPEL RD MIDDLEBURY VT 05753 NONE PC OPERATIONAL SUPPORT 10000 NAPLES BOTANICAL GARDEN 4820 BAYSHORE DR NAPLES FL 34112 NONE PC OPERATIONAL SUPPORT 265 NAPLES SENIOR CENTER 5025 CASTELLO DRIVE NAPLES FL 34103 NONE PC OPERATIONAL SUPPORT 5000 NATIONAL AUDUBON SOCIETY 225 VARICK ST NEW YORK NY 10014 NONE PC OPERATIONAL SUPPORT 450 NATIONAL VACCINE INFORMATION CENTER 407 CHURCH ST NE H VIENNA VA 22180 NONE PC OPERATIONAL SUPPORT 1500 NEVE MICHAEL CHILDREN'S VILLAGE 1 HAZFIRA STREET PARDES HANA IS 37000 NONE PC OPERATIONAL SUPPORT 12500 ONE TAIL AT A TIME PO BOX 8361 BRADFORD MA 01835 NONE PC OPERATIONAL SUPPORT 450 OPEN SPIRIT CENTER 39 EDWARDS STREET FRAMINGHAM MA 01701 NONE PC OPERATIONAL SUPPORT 1300 PATIENT AIRLIFT SERVICES 120 ADAMS BLVD FARMINGDALE NY 11735 NONE PC OPERATIONAL SUPPORT 10000 PAWS CHICAGO 1997 N CLYOURN AVENUE CHICAGO IL 60614 NONE PC OPERATIONAL SUPPORT 300 PREBLE STREET RESOURCE CENTER 5 PORTLAND ST PORTLAND ME 04101 NONE PC OPERATIONAL SUPPORT 1000 PROPUBLICA 155 AVENUE OF THE AMERICAS13TH FLOOR NEW YORK NY 10013 NONE PC OPERATIONAL SUPPORT 3400 RIDING TO THE TOP PO BOX 1928 WINDHAM ME 04062 NONE PC OPERATIONAL SUPPORT 10000 ROBBIE FOUNDATION PO BOX 1534 SCARBOROUGH ME 04070 NONE PC OPERATIONAL SUPPORT 1000 ROTARY PO BOX 420 SOUTHOLD NY 11971 NONE PC OPERATIONAL SUPPORT 500 SIT STAY READ INC 2849 N CLARK STREET CHICAGO IL 60657 NONE PC OPERATIONAL SUPPORT 300 SOUTHERN UTAH CLIMBERS ALLIANCE 1812 WEST SUNSET BLVD 1-608 ST GEORGE UT 84770 PC OPERATIONAL SUPPORT 595 ST MATTHEW'S HOUSE 2001 AIRPORT ROAD S NAPLES FL 34112 NONE PC OPERATIONAL SUPPORT 1500 STARABILITY FOUNDATION 5125 CASTELLO DR NAPLES FL 34103 NONE PC OPERATIONAL SUPPORT 2500 STONY BROOK FOUNDATION 230 ADMINISTRATION STONY BROOK UNIVERSITY STONY BROOK NY 11794 NONE PC OPERATIONAL SUPPORT 2000 TEMPLE BETH SHALOM 193 EAST PLEASANT AVE LIVINGSTON NJ 07039 NONE PC OPERATIONAL SUPPORT 5600 TEMPLE SHALOM SYNAGOGUE CENTER 74 BRADMAN ST AUBURN ME 04210 NONE PC OPERATIONAL SUPPORT 5000 THE BROOKE 5TH FLOOR FRIARS BRIDGE COURT LONDON UK SE1 8NZ NONE PC OPERATIONAL SUPPORT 1000 THE OPEN DOOR 28 EMERSON AVE GLOUCESTER MA 01930 NONE PC OPERATIONAL SUPPORT 1500 THE PUBLIC THEATER 425 LAFAYETTE STREET NEW YORK NY 10003 NONE PC OPERATIONAL SUPPORT 1000 THE TRUSTEES OF RESERVATIONS 200 HIGH STREET BOSTON MA 02110 NONE PC OPERATIONAL SUPPORT 375 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 10000 TRI-COUNTY MENTAL HEALTH SERVICES 1155 LISBON ST LEWISTON ME 04240 NONE PC OPERATIONAL SUPPORT 6000 UNITED JEWISH APPEAL - NJ 130 E 59TH ST NEW YORK NY 10022 NONE PC OPERATIONAL SUPPORT 500 UNIVERSITY OF MIAMI 1320 S DIXIE HWY CORAL GABLES FL 33146 NONE PC OPERATIONAL SUPPORT 1000 WBUR 890 COMMONWEALTH AVENUE 3RD FLOOR BOSTON MA 02115 NONE PC OPERATIONAL SUPPORT 250 WELLSPRING HOUSE 302 ESSEX AVE GLOUCESTER MA 01930 NONE PC OPERATIONAL SUPPORT 1500 WORLD CENTRAL KITCHEN 655 NEW YORK AVE WASHINGTON DC 20001 NONE PC OPERATIONAL SUPPORT 9500 255220 0 14 31121 14 54352 18 208051 0 293524 0 293524 0 0 0 0 0 0 0 0 0 0 X X 1 LEAHGRACE BRIENNA KAYLER 9 RAVEN LANE GLOUCESTER MA 01930 10500 X 2 JAMES A PLATZ 2 GREAT FALLS PLAZA AUBURN ME 04210 10000 X 3 RICK BOBROW AND BETH GROSSMAN 2640 GREY OAKS DRIVE NORTH 29 NAPLES FL 34105 10000 X 4 DANIEL KAGAN 2 ROLAND KIMBALL ROAD FREEPORT ME 04032 10000 X ACCOUNTING & TAX PREP 7875 3938 3937 CORPORATE STOCK 3460648 4264075 50054 55612 0 0 OTHER EXPENSES 2776 2776 0 INVESTMENT ADVISORY FEES 46782 46782 0 STATE TAXES 336 0 0 FEDERAL TAXES 15404 0 0 FOREIGN TAXES PAID 586 586 0