2025-05-12T07:48:45-05:00 2024-12-31 061092709 GOLDBLATT BOKOFF LLC 457 WEST MAIN STREET NORWICH CT 06360 990PF 2024-01-01 822871718 DOLLIVER FAMILY FOUNDATION INC DOLL 8606048339 167 PARK LN CONCORD MA 01742 KIMBERLY DOLLIVER TRUSTEE 8606048339 2025-05-08 1 1 BRAD OATLEY P01958089 8608865108 2025-05-08 2024 2025-03-06 01:10:19Z X 176297 X X 15 15 3811 3811 3155 42505 3155 6981 6981 0 0 0 498 249 249 1675 838 837 1426 1426 0 59 42 0 524 262 262 4182 2817 1348 6658 6658 10840 2817 8006 -3859 4164 5946 3690 3690 146331 144728 172607 152277 148418 176297 0 0 X 0 0 0 0 152277 148418 152277 148418 152277 148418 152277 -3859 0 148418 0 148418 PUBLICLY TRADED SECURITIES 7831 7212 619 619 PUBLICLY TRADED SECURITIES 34661 32138 2523 2523 CAPITAL GAINS DIVIDENDS P 13 13 13 3155 58 0 58 0 58 0 0 0 0 0 0 58 0 0 0 0 0 0 0 0 0 0 1 1 CT MA 1 0 0 0 0 1 N/A GOLDBLATT BOKOFF LLC 8608865108 457 WEST MAIN STREET NORWICH CT 06360 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ROBERT DOLLIVER 167 PARK LN CONCORD MA 01742 TRUSTEE 0.50 0 0 0 KIMBERLY DOLLIVER 167 PARK LN CONCORD MA 01742 TRUSTEE 0.50 0 0 0 NONE 0 NONE 0 0 172670 4879 0 177549 0 0 177549 2663 174886 8744 8744 58 58 8686 0 8686 0 8686 8006 0 8006 8686 0 0 4027 6689 2004 4519 745 17984 8006 0 0 0 8006 0 680 680 17304 0 0 0 0 0 0 3347 13957 6689 2004 4519 745 KIMBERLY DOLLIVER X ALZHEIMER'S ASSOCIATION 225 N MICHIGAN AVE FL 17 CHICAGO IL 60601 NONE PC UNRESTRICTED GENERAL SUPPORT 250 AMERICAN INTERNATIONAL COLLEGE 1000 STATE STREET SPRINGFIELD MA 01109 NONE PC UNRESTRICTED GENERAL SUPPORT 200 DANA FARBER CANCER INSTITUTE INC 450 BROOKLINE AVE BOSTON MA 02215 NONE PC KICKS FOR CANCER 80 PEDIATRIC BRAIN TUMOR FOUNDATION OF THE UNITED STATES INC 302 RIDGEFIELD CT ASHEVILLE NC 28806 NONE PC UNRESTRICTED GENERAL SUPPORT 500 THE MIGHTY MOOSE FOUNDATION INC 83 NASHOBA RD CONCORD MA 01742 NONE PC UNRESTRICTED GENERAL SUPPORT 1193 TRINITY COLLEGE 300 SUMMIT ST HARTFORD CT 06106 NONE PC SUPPORT FOR BASEBALL PROGRAM 1000 WILLARD PARENT TEACHER GROUP 185 POWDER MILL RD CONCORD MA 01742 NONE PC UNRESTRICTED GENERAL SUPPORT 30 YALE NEW HAVEN HOSPITAL 20 YORK ST NEW HAVEN CT 06504 NONE PC UNRESTRICTED GENERAL SUPPORT 500 WILLIAM'S BE YOURSELF CHALLENGE 105 CAPTAIN WILSON LN CARLISLE MA 01741 NONE PC UNRESTRICTED GENERAL SUPPORT 200 CONCORD CARLISLE YOUTH BASEBALL INC PO BOX 521 CONCORD MA 01742 NONE PC UNRESTRICTED GENERAL SUPPORT 105 POTCAKE PLACE K9 RESCUE 40 SALTMILLS PLAZA TK TKCA 1ZZ NONE PC UNRESTRICTED GENERAL SUPPORT 750 AIDS ORPHAN CARE 11 MILTON RD BARRINGTON RI 02806 NONE PC UNRESTRICTED GENERAL SUPPORT 250 A SHOT FOR LIFE INC 80 POPLAR ST WATERTOWN MA 02472 NONE PC UNRESTRICTED GENERAL SUPPORT 500 SHANNON DOLE 85 CHARLES ST APT 3 WALTHAM MA 02453 NONE I SUPPORT FOR MEDICAL EXPENSES 100 PORSCHA WILLIAMS 25 PEMBROKE AVE NORWICH CT 06360 NONE I SUPPORT FOR FUNERAL EXPENSES & FUNDS FOR CHILDREN 1000 6658 0 14 15 14 3811 18 3155 0 6981 0 6981 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 1675 838 837 40 SH ALPHABET INC CL A 2818 7572 14 SH AON PLC CL A 4002 5028 12 SH ACCENTURE PLC IRELAND CL A NEW 3722 4221 9 SH EATON CORP PLC 1362 2987 13 SH CHUBB LTD 2600 3592 12 SH NXP SEMICONDUCTORS N V 2328 2494 13 SH AMERICAN EXPRESS CO 2031 3858 23 SH CIGNA CORP NEW 5718 6351 52 SH CONOCOPHILLIPS 4852 5157 23 SH DIAGEO PLC NEW SPON ADR 3869 2924 85 SH DOMINION ENERGY INC 5495 4578 43 SH DUKE ENERGY CORP NEW 4166 4417 15 SH GENERAL DYNAMICS CORP 3360 3952 12 SH ILLINOIS TOOL WORKS INC 2799 3043 32 SH JPMORGAN CHASE & CO 4526 7671 28 SH JOHNSON & JOHNSON 4573 4049 3 SH KLA CORP 1016 1890 26 SH KKR & CO INC 1547 3846 14 SH LOWES COMPANIES INC 3091 3455 17 SH MARSH & MCLENNAN COS INC 2709 3611 13 SH MARRIOTT INTL INC NEW CL A 2241 3626 11 SH MCKESSON CORP 3136 6269 38 SH MORGAN STANLEY 3582 4777 38 SH NASDAQ INC 2196 2938 30 SH NESTLE S A SPON ADR REPSTG REG SHS 3875 2451 24 SH PEPSICO INC 3994 3649 135 SH PFIZER INC 5016 3582 29 SH PROGRESSIVE CORP OH 3110 6949 39 SH PROLOGIS INC 4560 4122 52 SH SOUTHERN COMPANY 3547 4281 14 SH TARGET CORP 1908 1893 17 SH UNION PACIFIC CORP 4208 3877 21 SH ABBVIE INC 3172 3732 20 SH ANALOG DEVICES INC 3334 4249 44 SH CITIGROUP INC 2201 3097 133 SH KENVUE INC 3030 2840 44 SH PACCAR INC 4110 4577 33 SH RTX CORP 2708 3819 40 SH ABBOT LABORATORIES 4232 4525 25 SH BOEING CO 4910 4425 51 SH EXXON MOBIL CORP 5807 5486 46 SH MONDELEZ INTL 3267 2747 LEGAL FEES 498 249 249 MA FILING FEES 191 95 96 BANK CHARGES 49 24 25 ANNUAL RECORDS SERVICE 119 60 59 DONATION BOXES 115 58 57 CT SECRETARY OF STATE FEE 50 25 25 INVESTMENT MANAGEMENT FEES 1426 1426 0 FOREIGN TAX PAID 42 42 0 FEDERAL EXCISE TAX 17 0 0