2024-08-30T01:17:27-00:00 2023-12-31 200550437 Aspen Tax Group Inc 444 Washington Street Suite 304 Woburn MA 01801 990PF 2023-01-01 462482110 JOSEPHINE AND BERNARD WILKINSON US FDN LINDA S KENNEDY DALBY JOSE 6172423034 CO ASPEN TAX 444 WASHINGTON STREET Woburn MA 01801 LINDA S KENNEDY TRUSTEE 6172423034 2024-08-30 true Kelly A Costa P00849662 7817569900 2024-08-30 2023 2024-08-08 14:25:15Z X 6586736 X 4202142 73196 73196 103034 103034 44137 733869 44137 4422509 220367 10000 7500 2500 750 563 187 31704 23778 7926 2857 857 622 552 45933 33250 10613 238000 238000 283933 33250 248613 4138576 187117 86218 876206 876206 349743 2182194 2196383 1054123 2764476 3287804 380147 102841 96815 32155 115245 129528 1902386 6040962 6586736 0 X 1902386 6040962 1902386 6040962 1902386 6040962 1902386 4138576 6040962 6040962 20 SANDOZ GROUP AG P 2023-03-24 2023-10-05 546 437 109 109 150000 SHS US TREASURY P 2023-05-18 2023-11-15 150000 148321 1679 1679 150000 SHS US TREASRUY P 2023-05-11 2023-10-02 150000 148861 1139 1139 50000 SHS CAMPBELL SOUP P 2020-12-14 2023-03-15 50000 50000 50000 SHS CARDINAL HEALTH P 2019-08-20 2023-03-15 50000 50000 24000 SHS CONAGRA BRANDS P 2020-09-22 2023-01-25 24000 24000 50000 SHS CVS HEALTH P 2019-11-20 2023-12-05 50000 50000 150 SHS GARTNER INC P 2021-07-01 2023-11-07 59153 37314 21839 21839 25 SHS GARTNER INC P 2021-08-25 2023-11-07 9859 7647 2212 2212 50000 MCDONALDS P 2019-04-02 2023-04-03 50000 50000 40 SHS SANDOZ P 2016-12-20 2023-10-05 1091 659 432 432 10 SHS SANDOZ P 2017-03-02 2023-10-05 273 173 100 100 10 SHS SANDOZ P 2017-11-03 2023-10-05 273 192 81 81 20 SHS SANDOZ P 2018-02-07 2023-10-05 546 390 156 156 20 SHS SANDOZ P 2018-04-11 2023-10-05 546 372 174 174 20 SHS SANDOZ P 2020-06-04 2023-10-05 546 445 101 101 20 SHS SANDOZ P 2020-07-07 2023-10-05 546 461 85 85 50000 SHS STARBUCKS P 2019-06-26 2023-03-01 50000 50000 400 SHS TRIMBLE P 2019-08-02 2023-02-03 24327 15049 9278 9278 200 SHS TRIMBLE P 2020-03-20 2023-02-03 12163 5411 6752 6752 50000 SHS US TREASURY P 2022-05-17 2023-05-31 50000 50000 44137 2927 2601 2601 2601 2949 10000 12949 12949 10348 10348 false false false true MA false false true N/A LINDA S KENNEDY 6172423034 197 EIGHTH STREET UNIT 726 CHARLESTOWN MA 02129 false false false false false false false false false false false false false false false false X false false false LINDA S KENNEDY DALBY 197 EIGHTH STREET UNIT 726 CHARLESTOWN MA 02129 TRUSTEE 001.25 10000 DAVID SUMMERS PO BOX 1373 HAMILTON HM FX BD TRUSTEE 001.25 0 NONE NONE N/A 0 N/A 4161784 1440517 0 5602301 5602301 84035 5518266 275913 275913 2601 2601 273312 273312 273312 248613 248613 273312 8449 8449 248613 248613 8449 8449 16250 NONE NONE X CLOSING THE GAP 12607 LAUREN FALLS CT HOUSTON TX 77014 PC RESEARCH 30000 DANA FARBER 450 BROOKLINE AVENUE BOSTON MA 02215 PC RESEARCH 28000 LUCY MACKENSIE HUMANE SOCIETY PO BOX 702 BROWNVILLE VT 05037 PC ADMINISTRATIVE 5000 ANIMAL PAD 4620 AVACADO BLVD LA MESA CA 91941 PC ADMINISTRATIVE 5000 ALZHEIMER DISEASE RESEARCH 114 16TH STREET BOSTON MA 02129 PC RESEARCH 20000 THE LEUKEMIA & LYMPHOMA SOCIETY 70 WALNUT STREET WELLESLEY MA 02481 PC RESEARCH 10000 THE BOSTON HOUSE 229 KENT STREET BROOKLINE MA 02481 PC SERVICES 15000 PERKINS SCHOOL FOR THE BLIND 175 N BEACON STREET WATERTOWN MA 02472 PC SERVICES 10000 UNITED MIDCOAST CHARITIES 87 ELM STREET CAMDEN ME 04843 PC RESEARCH 10000 SPAULDING REHAB 300 1ST AVENUE BOSTON MA 02129 PC RESEARCH 20000 SJOGRENS FOUNDATION 10701 PARKRIDGE BLVD RESTON VA 20191 PC RESEARCH 40000 FRIENDS OF QUEECHE LIBRARY 1957 QUECHEE MAIN STREET QUECHEE VT 05059 PC SERVICES 5000 ALS ASSOCIATION 7 LINCOLN STREET WAKEFIELD MA 01880 PC RESEARCH 10000 THE ASHER HOUSE PO BOX 3548 SALEM OR 97302 PC SERVICES 10000 DARTMOUTH HEALTH CHARITY 140 HOSPITAL DRIVE BENNINGTON VT 05201 PC RESEARCH 20000 238000 14 73196 14 103034 18 44137 220367 220367 false false false false false false false false false NA false X ASPEN TAX GROUP 750 563 187 CORORATE BONDS 102841 96815 CORPORATE STOCKS 2764476 3287804 AMERICAN TOWER AT COST 115245 129528 ADR FEES 58 58 FILING FEES 70 ASSET FEES 493 493 TRANSACTION COSTS 1 1 WILKINS INVESTMENT - INVESTMENT MGT 31704 23778 7926 FOREIGN TAXES 857 857 INTERNAL REVENUE SERVICE 2000