2020-11-12T09:22:03-06:00 2019-12-31 201434316 GOODWIN PARTNERS LLP 200 SUMMIT DRIVE SUITE 210 BURLINGTON MA 01803 990PF 2019-01-01 465181325 LISSY FAMILY FOUNDATION LISS 6175778020 63 BIRDS HILL AVENUE NEEDHAM MA 024924259 DAVID LISSY TRUSTEE 6175778020 2020-11-12 1 THOMAS W GOODWIN P01257168 7813284312 96.230.242.30 2020-11-12 09:21:59 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 81427C5D1A7E8703054FC1CBA2D0135B17E6BB2E 2019 2021-04-22 16:20:28Z X 1768705 X 480000 57 57 8524 8524 2032 893939 2032 490613 10613 0 0 0 0 0 2135 0 0 0 17502 10067 0 0 548 548 0 0 20185 10615 0 0 580799 580799 600984 10615 0 580799 -110371 0 0 106514 4427 4427 935276 926992 1764278 1041790 931419 1768705 0 0 X 0 0 0 0 1041790 931419 1041790 931419 1041790 931419 1041790 -110371 0 931419 0 931419 GREAT POINT WEALTH ADVISORS, LLC - AVAILABLE UPON REQUEST P 2019-12-31 892627 891907 720 720 CAPITAL GAINS DIVIDENDS P 1312 1312 1312 2032 720 0 451316 1512425 0.298406 744879 985571 0.755784 184550 975642 0.189157 354184 554093 0.639214 214511 239154 0.896958 2.779519 0.555904 1629649 905928 0 905928 580799 0 0 0 0 0 5453 0 0 5453 0 5453 5453 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 N/A DAVID LISSY 6175778020 63 BIRDS HILL AVENUE NEEDHAM MA 024924259 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DAVID LISSY 63 BIRDS HILL AVENUE NEEDHAM MA 02492 TRUSTEE 5.00 0 0 0 SUZANNE LISSY 63 BIRDS HILL AVENUE NEEDHAM MA 02492 TRUSTEE 5.00 0 0 0 NONE 0 NONE 0 0 1612419 42047 0 1654466 0 0 1654466 24817 1629649 81482 81482 0 81482 0 81482 0 81482 580799 0 580799 0 580799 81482 0 0 203987 330603 147144 695931 375695 1753360 580799 0 0 0 81482 499317 0 0 2252677 0 0 0 0 0 0 203987 2048690 330603 147144 695931 375695 499317 DAVID LISSY X ALZHEIMER'S ASSOCIATION 309 WAVERLEY OAKS ROAD WALTHAM MA 02452 NONE PC FOR OPERATING SUPPORT 125000 AMERICAN CANCER SOCIETY 125 S HUNTINGTON AVE BOSTON MA 02130 NONE PC FOR OPERATING SUPPORT 100 BIRTHDAY WISHES 24 SUPERIOR DR NATICK MA 01760 NONE PC FOR OPERATING SUPPORT 500 BOSTON MARATHON JIMMY FUND WALK PO BOX 849168 BOSTON MA 022849168 NONE PC FOR OPERATING SUPPORT 250 BRIGHT HORIZONS FOUNDATION FOR CHILDREN 233 NEEDHAM ST 440 NEWTON MA 02464 NONE PC FOR OPERATING SUPPORT 10500 CIRCLE OF HOPE 65 ROSEMARY ST NEEDHAM MA 02494 NONE PC FOR OPERATING SUPPORT 500 COMBINED JEWISH PHILANTHROPY 126 HIGH ST BOSTON MA 02110 NONE PC FOR OPERATING SUPPORT 500 DANA FARBER INSTITUTE 450 BROOKLINE AVE BOSTON MA 02215 NONE PC FOR OPERATING SUPPORT 700 FAMILIES FIRST 9 GARLEN ST WATERTOWN MA 02472 NONE PC FOR OPERATING SUPPORT 500 HUMANE SOCIETY OF US 1255 23RD STREET NW SUITE 450 WASHINGTON DC 20037 NONE PC FOR OPERATING SUPPORT 304 ITHACA COLLEGE 953 DANBY RD ITHACA NY 14850 NONE PC FOR OPERATING SUPPORT 260000 JOE ANDRUZZI FOUNDATION 49 PLAIN ST 500 NORTH ATTLEBOROUGH MA 02760 NONE PC FOR OPERATING SUPPORT 500 JOG YOUR MEMORY 5K INC 56 NICHOLS ROAD NEEDHAM MA 02492 NONE PC FOR OPERATING SUPPORT 100 JUMPSTART FOR YOUNG CHILDREN'S INC 1027 308 CONGRESS ST BOSTON MA 02210 NONE PC FOR OPERATING SUPPORT 100000 MEMORIAL SLOAN KETTERING CANCER CENTER 1275 YORK AVENUE NEW YORK NY 10065 NONE PC FOR OPERATING SUPPORT 100 NATIONAL BRAIN TUMOR SOCIETY 55 CHAPEL STREET SUITE 200 NEWTON MA 02458 NONE PC FOR OPERATING SUPPORT 750 NEEDHAM COMMUNITY FARM 570 HILLSIDE AVENUE NEEDHAM MA 02492 NONE PC FOR OPERATING SUPPORT 100 NEEDHAM EDUCATION FOUNDATION 570 HILLSIDE AVENUE NEEDHAM MA 02492 NONE PC FOR OPERATING SUPPORT 300 PAN MASS CHALLENGE 77 FOURTH AVENUE NEEDHAM MA 02492 NONE PC FOR OPERATING SUPPORT 650 PROJECT BREAD 145 BORDER STREET BOSTON MA 02128 NONE PC FOR OPERATING SUPPORT 150 RIVERSIDE COMMUNITY CARE 270 BRIDGE ST 301 DEDHAM MA 02026 NONE PC FOR OPERATING SUPPORT 500 TEMPLE BETH SHALOM 670 HIGHLAND AVE NEEDHAM MA 02492 NONE PC FOR OPERATING SUPPORT 60000 THE FESSENDEN SCHOOL 250 WALTHAM ST NEWTON MA 02465 NONE PC FOR OPERATING SUPPORT 5000 NATIONAL OVARIAN CANCER COLALITION PO BOX 329 ARLINGTON MA 02476 NONE PC FOR OPERATING SUPPORT 150 NATIONAL ALLIANCE ON MENTAL ILLNESS 4301 WILSON BLVD SUITE 300 ARLINGTON VA 22203 NONE PC FOR OPERATING SUPPORT 100 NEEDHAM COMMUNITY COUNCIL 570 HILLSIDE AVENUE NEEDHAM HEIGHTS MA 02494 NONE PC FOR OPERATING SUPPORT 85 SIBLINGS CONNECTION 89 SOUTH ST BOSTON MA 02111 NONE PC FOR OPERATING SUPPORT 100 BROOKVIEW HOUSE 2 BROOKVIEW ST 1 DORCHESTER MA 02124 NONE PC FOR OPERATING SUPPORT 150 WELLESLEY A BETTER CHANCE 396 WASHINGTON ST WELLESLEY MA 02481 NONE PC FOR OPERATING SUPPORT 1000 MASS GENERAL HOSPITAL 55 FRUIT STREET BOSTON MA 02114 NONE PC FOR OPERATING SUPPORT 100 NORTHEASTERN UNIVERSITY 360 HUNTINGTON AVE BOSTON MA 02115 NONE PC FOR OPERATING SUPPORT 100 BRIGHT FOCUS 22512 GATEWAY CENTER DRIVE CLARKSBURG MD 20871 NONE PC FOR OPERATING SUPPORT 100 THE RED SOX FOUNDATION 4 JERSEY STREET BOSTON MA 02215 NONE PC FOR OPERATING SUPPORT 100 JUST TRYAN IT PO BOX 34589 BETHESDA MD 20872 NONE PC FOR OPERATING SUPPORT 75 SEATTLE HUMANE 13212 SE EASTGATE WAY BELLEVUE WA 98005 NONE PC FOR OPERATING SUPPORT 100 BEYOND THE 11TH PO BOX 457 NEEDHAM MA 02494 NONE PC FOR OPERATING SUPPORT 100 MILES FOR MIGRANTS 3629 LAUREL ST NEW ORLEANS LA 701152525 NONE PC FOR OPERATING SUPPORT 250 JIMMY FUND 10 BROOKLINE PLACE WEST BROOKLINE MA 024457226 NONE PC FOR OPERATING SUPPORT 250 ABACO WINDY BAY RELIEF FUND CHEROKEE ROAD MARSH HARBOUR ABACO BF NONE PC FOR OPERATING SUPPORT 5000 COTTING SCHOOL 453 CONCORD AVE LEXINGTON MA 02421 NONE PC FOR OPERATING SUPPORT 250 COMMONWEALTH OF MASSACHUSETTS ONE ASHBURTON PLACE 17TH FLOOR BOSTON MA 02108 NONE PC FOR OPERATING SUPPORT 35 BOSTON BULLPEN PROJECT PO BOX 920512 NEEDHAM MA 02492 NONE PC FOR OPERATING SUPPORT 500 NEEDHAM GOES PURPLE PO BOX 920873 NEEDHAM MA 02492 NONE PC FOR OPERATING SUPPORT 5000 RIVERSTONE MEMORY CENTER 99 FOR WASHINGTON AVE NEW YORK NY 10032 NONE PC FOR OPERATING SUPPORT 250 580799 0 14 57 14 8524 14 2032 0 10613 0 10613 0 0 0 0 0 0 0 0 0 0 X X 1 MR AND MRS DAVID LISSY 63 BIRDS HILL AVENUE NEEDHAM MA 02492 480000 X X 1 SECURITY - 3200 SHARES OF BRIGHT HORIZONS 480000 2019-11-21 GOODWIN PAARTNER LLP 2135 0 0 0 GREAT POINT WEALTH ADVISORS - AVAILABLE UPON REQUEST AT COST 926992 1764278 GREAT POINT WEALTH ADVISORS, LLC 17502 10067 0 0