2020-07-14T08:47:20-05:00 2019-12-31 061092709 GOLDBLATT BOKOFF LLC 457 WEST MAIN STREET NORWICH CT 06360 990PF 2019-01-01 822871718 DOLLIVER FAMILY FOUNDATION INC DOLL 8606048339 99 NIMROD DR CONCORD MA 01742 KIMBERLY DOLLIVER TRUSTEE 8606048339 2020-07-09 1 BRAD OATLEY P01958089 8608865108 2020-07-09 50.245.20.121 2020-07-09 15:18:48 ED P 756AA218A214DA7DE22F160489E8E4D45439B19F 756AA218A214DA7DE22F160489E8E4D45439B19F 2019 2021-04-22 16:20:28Z X X 49082 X 7500 5 5 829 829 429 429 429 8763 1263 0 0 0 775 388 387 6 6 0 781 394 387 5915 5915 6696 394 6302 2067 869 2 8163 4595 4595 42530 42475 44487 50695 47070 49082 5692 0 5692 0 X 0 0 0 0 45003 47070 45003 47070 50695 47070 45003 2067 0 47070 0 47070 CAPITAL GAINS DIVIDENDS P 429 429 429 429 0 7696 46909 0.164062 2500 47280 0.052876 0.216938 0.108469 45683 4955 9 4964 6302 X 9 0 9 0 9 0 0 0 0 0 9 0 0 0 0 0 0 0 0 0 0 0 1 CT MA 1 0 1 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 ROBERT DOLLIVER 99 NIMROD DRIVE CONCORD MA 01742 TRUSTEE 0.50 0 0 0 KIMBERLY DOLLIVER 99 NIMROD DRIVE CONCORD MA 01742 TRUSTEE 0.50 0 0 0 NONE 0 NONE 0 0 42547 3832 0 46379 0 0 46379 696 45683 2284 2284 9 9 2275 0 2275 0 2275 6302 0 6302 9 6293 2275 0 0 136 5351 5487 6302 0 0 0 2275 4027 0 0 9514 0 0 0 0 0 0 0 9514 136 5351 4027 KIMBERLY DOLLIVER X NATIONAL ALOPECIA AREATA FOUNDATION 65 MITCHELL BLVD SUITE 200-B SAN RAFAEL CA 94903 NONE PC UNRESTRICTED GENERAL SUPPORT 500 THINKGIVE 26 ELM ST CONCORD MA 01742 NONE PC UNRESTRICTED GENERAL SUPPORT 500 FARE 7901 JONES BRANCH DR SUITE 240 MCLEAN VA 22102 NONE PC UNRESTRICTED GENERAL SUPPORT 1000 EMERSON HEALTH CARE FOUNDATION INC 133 OLD ROAD TO NINE ACRE CORNER CONCORD MA 01742 NONE NC UNRESRTICTED GENERAL SUPPORT 500 WILLARD PARENT TEACHER GROUP 185 POWDER MILL RD CONCORD MA 01742 NONE PC ANNUAL APPEAL 600 ALSAC 501 ST JUDE PLACE MEMPHIS TN 38105 NONE PC UNRESTRICTED GENERAL SUPPORT 500 BLINDED AMERICAN VETERANS FOUNDATION PO BOX 65900 WASHINGTON DC 20035 NONE PC UNRESTRICTED GENERAL SUPPORT 1000 RED BARN NURSERY SCHOOL 724 BOSTON POST RD WESTON MA 02493 NONE PC UNRESTRICTED GENERAL SUPPORT 565 TISCH BRAIN CANCER CENTER 20 DUKE MEDICINE CIRCLE DURHAM NC 27710 NONE PC UNRESTRICTED GENERAL SUPPORT 500 NEW ENGLAND CENTER FOR CHILDREN 33 TURNPIKE ROAD SOUTHBOROUGH MA 01772 NONE PC UNRESTRICTED GENERAL SUPPORT 250 5915 0 5 829 429 0 0 1263 1263 3 MANAGES AND PRESERVES INVESTMENTS TO PROVIDE FUNDING FOR VARIOUS 3 PUBLIC CHARITIES SUPPORTED BY THE FOUNDATION. 4 SEE ABOVE 8 SEE ABOVE 0 0 0 0 0 0 0 0 0 0 X X 1 KIMBERLY DOLLIVER 99 NIMROD DR CONCORD MA 01742 7500 X ACCOUNTING FEES 775 388 387 303.153 SH COLUMBIA CONTRARIAN CORE CL A AT COST 7506 8097 534.759 SH JP MORGAN HEDGED EQUITY CL A AT COST 10006 11342 1392.758 SH JOHN HNACOCK STRATEGIC INCOME OPPTYS CL A AT COST 15006 14930 255.754 SH MFS INTL DIVERSIFICATION CL A AT COST 5006 5335 543.478 SH NEUBERGER BERMAN EMERGING MARKET DEBT CL A AT COST 4951 4783 DUE TO ROBERT & KIMBERLY DOLLIVER 5692 0 KIMBERLY DOLLIVER 99 NIMROD DRIVE CONCORD MA 01742 FOREIGN TAX PAID 6 6 0