2020-11-03T09:06:53-06:00 2019-12-31 043097400 KEVIN P MARTIN & ASSOCIATES PC 10 FORBES WEST BRAINTREE MA 02184 990PF 2019-01-01 016019033 MAX KAGAN FAMILY FOUNDATION MAXK 9785157415 9 RAVEN LANE GLOUCESTER MA 01930 LEAHGRACE BRIENNA KAYLER TRUSTEE 9785157415 2020-10-28 1 JOLANTA TUCK CPA P01340068 7813803520 2020-10-21 70.91.219.129 2020-10-28 08:46:27 ED P CB723D511B4361143C95584A8FE9F03509BC83C0 CB723D511B4361143C95584A8FE9F03509BC83C0 2019 2021-04-22 16:20:28Z X 4687423 X 650 X 22404 22404 73495 73495 121602 943353 121602 73 0 218224 217501 0 0 0 1265 633 633 6150 4613 1538 39907 39907 0 567 567 0 8085 3659 786 55974 49379 2957 172210 172210 228184 49379 175167 -9960 168122 546423 483552 483858 6213 5224 6213 6213 149913 149903 176533 2598755 2501525 3866166 0 149162 154653 3300315 3290355 4687423 0 0 X 1545996 1545996 0 0 1754319 1744359 3300315 3290355 3300315 3290355 3300315 -9960 0 3290355 0 3290355 UBS FINANCIAL 37739 P 15000 14944 56 56 UBS FINANCIAL 62600 P 10479 11358 -879 -879 UBS FINANCIAL 62600 P 147539 164065 -16526 -16526 UBS FINANCIAL 62599 P 15865 19050 -3185 -3185 UBS FINANCIAL 62599 P 136357 95061 41296 41296 UBS FINANCIAL 62597 P 5082 4579 503 503 UBS FINANCIAL 62597 P 146407 108824 37583 37583 UBS FINANCIAL 62596 P 824 1093 -269 -269 UBS FINANCIAL 62596 P 109696 82391 27305 27305 UBS FINANCIAL 62595 P 157754 170011 -12257 -12257 UBS FINANCIAL 33224 P 39216 36023 3193 3193 UBS FINANCIAL 33224 P 159134 114352 44782 44782 121602 0 185430 4219777 0.043943 218501 3898000 0.056055 233538 3620696 0.064501 113735 3747558 0.030349 178545 3822735 0.046706 0.241554 0.048311 4393906 212274 1681 213955 175167 3362 0 3362 0 3362 0 3750 0 3750 122 266 266 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 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 4058133 402685 0 4460818 0 0 4460818 66912 4393906 219695 219695 3362 3362 216333 0 216333 0 216333 175167 0 175167 0 175167 216333 0 0 2917 2917 175167 0 0 0 175167 0 2917 2917 0 0 0 0 0 38249 0 0 0 LEAHGRACE BRIENNA KAYLER 102 FOREST AVENUE ORONO ME 04473 9785157415 LEAHGRACEKAYLER@GMAILCOM N/A N/A N/A ACTION INC 180 MAIN ST GLOUCESTER MA 01930 NONE PC OPERATIONAL SUPPORT 750 AMERICAN JEWISH WORLD SERVICE 45 WEST 36TH STREET NEW YORK NY 10018 NONE PC OPERATIONAL SUPPORT 3000 ANIMAL REFUGE LEAGUE PO BOX 336 WESTBROOK ME 040980336 NONE PC OPERATIONAL SUPPORT 550 ANTI-DEFAMATION LEAGUE 40 COURT ST 12 BOSTON MA 02108 NONE PC OPERATIONAL SUPPORT 2600 ARTIS NAPLES 5833 PELICAN BAY BLVD NAPLES FL 34108 NONE PC OPERATIONAL SUPPORT 5000 B'TSELEM USA PO BOX 34064 WASHINGTON DC 200434064 NONE PC OPERATIONAL SUPPORT 225 BANGOR PUBLIC LIBRARY 145 HARLOW ST BANGOR ME 04401 NONE PC OPERATIONAL SUPPORT 500 BOSTON UNIVERSITY HILLEL HOUSE FLORENCE AND CHAFETZ HILLEL HOUSE 2 BOSTON MA 02215 NONE PC OPERATIONAL SUPPORT 2500 BROOKE USA 2333 ALEXANDRIA DR LEXINGTON KY 40504 NONE PC OPERATIONAL SUPPORT 3100 CAMP SUSAN CURTIS FOUNDATION 1321 WASHINGTON AVE 104 PORTLAND ME 04103 NONE PC OPERATIONAL SUPPORT 14550 CAPE ANN ANIMAL AID 4 PAWS LANE GLOUCESTER MA 01930 NONE PC OPERATIONAL SUPPORT 1500 CAPE ANN FOOD PANTRY 28 EMERSON AVE GLOUCESTER MA 01930 NONE PC OPERATIONAL SUPPORT 1500 COMMUNITY CONCEPTS INC 240 BATES STREET LEWISTON ME 04240 NONE PC OPERATIONAL SUPPORT 1000 CONGREGATION BETH ABRAHAM 145 YORK ST BANGOR ME 04401 NONE PC OPERATIONAL SUPPORT 330 CONGREGATION BETH ISRAEL PO BOX 1726 BANGOR ME 04402 NONE PC OPERATIONAL SUPPORT 1005 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 11500 DANA FARBER CANCER INSTITUTE 10 BROOKLINE PLACE WEST BROOKLINE MA 02445 NONE PC OPERATIONAL SUPPORT 2500 DEERFIELD ACADEMY PO BOX 306 DEERFIELD MA 01342 NONE PC OPERATIONAL SUPPORT 1000 EARTHJUSTICE 50 CALIFORNIA STREET SUITE 500 SAN FRANCISCO CA 94111 NONE PC OPERATIONAL SUPPORT 2750 EQUINE RESCUE NETWORK 370MIDDLETON RD MIDDLETON MA 01949 NONE PC OPERATIONAL SUPPORT 2500 FOUNDATION FOR NONDUALITY INC 28 MEADOW LN LEBANO NJ 08833 NONE PC OPERATIONAL SUPPORT 2500 FREEPORT COMMUNITY SERVICES 53 DEPOT ST FREEPORT ME 04032 NONE PC OPERATIONAL SUPPORT 1500 FREEPORT GRIDIRON CLUB 106 TENPENNY ST FREEPORT ME 04032 NONE PC OPERATIONAL SUPPORT 500 FREEPORT PUBLIC LIBRARY 10 LIBRARY DR FREEPORT ME 04032 NONE PC OPERATIONAL SUPPORT 500 FRIENDS OF ISRAEL DEFENSE FORCE PO BOX 4224 NEW YORK NY 10163 NONE PC OPERATIONAL SUPPORT 1000 FRIENDS OF ISRAELS ENVIRONMENT 4182 BECK AVENUE STUDIO CITY CA 91604 NONE PC OPERATIONAL SUPPORT 2000 FRIENDS OF THE ARAVA INSTITUTE 1320 CENTRE STREET SUITE 206 NEWTON MA 02459 NONE PC OPERATIONAL SUPPORT 2250 GLOBAL WILDLIFE CONSERVATION PO BOX 129 AUSTIN TX 78767 NONE PC OPERATIONAL SUPPORT 13200 GOOD SHEPARD FOOD BANK 3121 HOTEL RD AUBURN ME 04210 NONE PC OPERATIONAL SUPPORT 1000 GREATER ANDROSCOGGIN HUMANE SOCIETY 55 STRAWBERRY AVE LEWISTON ME 04240 NONE PC OPERATIONAL SUPPORT 6000 GROWTH THROUGH LEARNING 86 SHERMAN STREET CAMBRIDGE MA 02140 NONE PC OPERATIONAL SUPPORT 1750 HARVARD COLLEGE FUND CAMBRIDGE CAMBRIDGE MA 02138 NONE PC OPERATIONAL SUPPORT 1000 HILLEL AT UNIVERSITY OF MIAMI 1100 STANFORD DRIVE CORAL GABLES FL 33146 NONE PC OPERATIONAL SUPPORT 1000 HOLOCAUST & HUMAN RIGHTS EDUCATION CENTER 4 W RED OAK LN 330 WEST HARRISON NY 10604 NONE PC OPERATIONAL SUPPORT 1000 HOLOCAUST MUSEUM & COHEN EDUCATION CENTER 975 IMPERIAL GOLF COURSE BLVD NAPLES FL 34110 NONE PC OPERATIONAL SERVICES 2500 HUMAN RIGHTS WATCH 350 FIFTH AVENUE 34TH FLOOR NEW YORK NY 10118 NONE PC OPERATIONAL SUPPORT 250 HUNTINGTON'S DISEASE SOCIETY OF AMERICA 505 EIGHT AVENUE SUITE 902 NEW YORK NY 10018 NONE PC OPERATIONAL SUPPORT 1125 JEWISH COMMUNITY ALLIANCE 57 ASHMONT ST PORTLAND ME 04103 NONE PC OPERATIONAL SUPPORT 1500 JEWISH FAMILY SERVICES OF METROWEST 475 FRANKLIN ST 101 FRAMINGHAM MA 01702 NONE PC OPERATIONAL SUPPORT 4000 JEWISH FEDERATION AUBURN CHAPTER 74 BRADMAN ST AUBURN ME 04210 NONE PC OPERATIONAL SUPPORT 1000 JEWISH FEDERATION OF COLLIER COUNTY 2500 VANDERBILT BEACH RD 2201 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 LEGAL AID PROJECT 24 AVIATION RD 101 ALBANY NY 12205 NONE PC OPERATIONAL SUPPORT 5000 LEUKEMIA & LYMPHOMA SOCIETY 70 WALNUT ST 301 WELLESLEY MA 02481 NONE PC OPERATIONAL SUPPORT 400 LOWN CARDIOVASCULAR GROUP 830 BOYLSTON ST 205 CHESTNUT HILL MA 02467 NONE PC OPERATIONAL SUPPORT 1750 MAINE CHAPTER APPALACHIAN MOUNTAIN CLUB 5 JOY STREET BOSTON MA 02108 NONE PC OPERATIONAL SUPPORT 1000 MAINE EQUAL JUSTICE PARTNERS 126 SEWALL ST AUGUSTA ME 04330 NONE PC OPERATIONAL SUPPORT 1000 MAINE JEWISH MUSEUM 267 CONGRESS ST PORTLAND ME 04101 NONE PC OPERATIONAL SUPPORT 1500 MAINE PUBLIC BROADCASTING NETWORK 1450 LISBON ST LEWISTON ME 04240 NONE PC OPERATIONAL SUPPORT 2900 MARITIME GLOUCESTER 23 HARBOR LOOP GLOUCESTER MA 01930 NONE PC OPERATIONAL SUPPORT 750 MIDDLEBURY COLLEGE 14 OLD CHAPEL RD MIDDLEBURY VT 05753 NONE PC OPERATIONAL SUPPORT 2500 NEVE MICHAEL CHILDREN'S VILLAGE 1 HAZFIRA STREET PARDES HANA IS 37000 NONE PC OPERATIONAL SUPPORT 800 ONE TAIL AT A TIME PO BOX 8361 BRADFORD MA 01835 NONE PC OPERATIONAL SUPPORT 100 OPEN SPIRIT CENTER 39 EDWARDS STREET FRAMINGHAM MA 01701 NONE PC OPERATIONAL SUPPORT 1500 PATHWAYS FOR CHILDREN 29 EMERSON AVE GLOUCESTER MA 01930 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 375 PINE TREE LEGAL ASSISTANCE 88 FEDERAL STREET PO BOX 547 PORTLAND ME 04112 NONE PC OPERATIONAL SUPPORT 3000 PROPUBLICA 155 AVENUE OF THE AMERICAS13TH FLOOR NEW YORK NY 10013 NONE PC OPERATIONAL SUPPORT 5000 ROBBIE FOUNDATION PO BOX 1534 SCARBOROUGH ME 04070 NONE PC OPERATIONAL SUPPORT 500 TEMPLE AHAVAT ACHIM 86 MIDDLE STREET GLOUCESTER MA 01930 NONE PC OPERATIONAL SUPPORT 900 TEMPLE BETH SHALOM 193 EAST PLEASANT AVE LIVINGSTON NJ 07039 NONE PC OPERATIONAL SUPPORT 6000 THE PUBLIC THEATER 425 LAFAYETTE STREET NEW YORK NY 10003 NONE PC OPERATIONAL SUPPORT 1000 TILTON SCHOOL 30 SCHOOL ST LEWISTON ME 04240 NONE PC OPERATIONAL SUPPORT 500 TRINITY JUBILEE CENTER 247 BATES ST LEWISTON ME 04240 NONE PC OPERATIONAL SUPPORT 1000 UNIVERSITY OF VERMONT UNOVERSITY OF VERMONT BURLINGTON VT 05405 NONE PC OPERATIONAL SUPPORT 5000 WBUR 890 COMMONWEALTH AVENUE 3RD FLOOR BOSTON MA 02115 NONE PC OPERATIONAL SUPPORT 600 WELLSPRING HOUSE 302 ESSEX AVE GLOUCESTER MA 01930 NONE PC OPERATIONAL SUPPORT 600 YMCA NORTH SHORE 245 CABOT ST BEVERLY MA 01915 NONE PC OPERATIONAL SUPPORT 1200 170610 0 14 22404 14 73495 14 121602 OTHER REVENUE 73 0 217501 73 217574 11A OTHER REVENUE 0 0 0 0 0 0 0 0 0 0 ACCOUNTING & TAX PREP 6150 4613 1538 CORPORATE STOCK 2501525 3866166 149903 176533 0 0 MUTUAL FUNDS AT COST 149162 154653 OTHER REVENUE 73 73 INVESTMENT ADVISORY FEES 39907 39907 0 STATE TAXES 372 0 0 FEDERAL TAXES 3268 0 0 FOREIGN TAXES PAID 2874 2874 0 PAYROLL TAXES 1571 785 786