2025-09-05T11:38:15-00:00 2024-12-31 200550437 Aspen Tax Group Inc 444 Washington Street Suite 304 Woburn MA 01801 990PF 2024-01-01 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 2025-09-05 true Kelly A Costa P00849662 7817569900 2025-09-05 2024 2025-03-06 01:10:19Z X 6848939 X 23250 23250 193410 193410 100400 1465513 100400 317060 317060 950 713 237 50874 38156 12718 11047 1551 1051 64422 39920 12955 269500 269500 333922 39920 282455 -16862 277140 876206 80933 80933 2182194 1694919 1702442 2764476 3442787 4269888 102841 690216 685630 115245 115245 110046 6040962 6024100 6848939 0 X 6040962 6024100 6040962 6024100 6040962 6024100 6040962 -16862 6024100 6024100 1200 SHS CH ROBINSON P 2024-02-08 2024-08-14 117205 97542 19663 19663 183 SHS GRAIL INC P 2024-03-22 2024-07-01 2752 3615 -863 -863 150000 MCKESSON P 2024-01-05 2024-09-16 150000 149826 174 174 75 SHS SOLVENTUM P 2024-01-25 2024-04-05 5177 4416 761 761 25000 SHS US TR 4.25 P 2023-12-07 2024-09-30 25000 25000 25000 SHS US TR 4.5 P 2023-12-07 2024-12-02 25000 25000 100000 SHS US TR 2.375 P 2023-03-28 2024-02-29 100000 100000 200 SHS WILLIAMS P 2024-02-08 2024-12-03 11338 6710 4628 4628 700 SHS CH ROBINSON P 2023-06-30 2024-08-14 68394 62210 6184 6184 200 SHS FORTINET P 2023-09-19 2024-12-05 19795 11783 8012 8012 100 SHS F5 INC P 2023-03-06 2024-12-05 25680 14868 10812 10812 350 SHS P G P 2018-05-02 2024-11-05 58123 24992 33131 33131 275 SHS SOLVENTUM P 2023-03-01 2024-05-15 18983 21284 -2301 -2301 150000 US TR 2.50 P 2023-03-28 2024-05-15 150000 150000 150000 US TR 3.0 P 2023-03-01 2024-09-30 150000 149992 8 8 150000 US TR 4.25 P 2023-03-01 2024-09-30 150000 150000 150000 US TR 4.375 P 2023-03-01 2024-10-31 150000 150000 150000 SHS US TR 4.50 P 2023-03-01 2024-12-02 150000 150000 50000 SHS US TR 3.75 P 2022-03-22 2024-02-29 50000 50000 WILLIAMS COS P 2023-03-06 2024-12-05 34226 17875 16351 16351 100400 24363 3852 3852 3852 10348 10000 20348 20348 16496 16496 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 0 DAVID SUMMERS PO BOX 1373 HAMILTON HM FX BD TRUSTEE 001.25 0 NONE WILKINS INVESTMENTS 160 FEDERAL STREET 22ND FLOOR BOSTON MA 02110 INVESTMENT MANAGEMENT 50874 N/A 0 N/A 6499003 387211 0 6886214 6886214 103293 6782921 339146 339146 3852 3852 335294 335294 335294 282455 282455 335294 16250 282455 16250 266205 69089 NONE NONE X ASHER HOUSE PO BOX 3548 SALEM OR 97302 PC SERVICES 25000 DANA FARBER 450 BROOKLINE AVE BOSTON MA 02215 PC RESEARCH 2500 ALL COURT ENRICHMENT ACE 20 STERLING STREET UNIT 1 SOMERVILLE MA 02144 PC SERVICES 2000 ASHER HOUSE PO BOX 3548 SALEM OR 97302 PC SERVICES 50000 DANA FARBER CANCER 450 BROOKLINE AVE BOSTON MA 02215 PC RESEARCH 25000 SPAULDING REHAB 300 1ST AVENUE BOSTON MA 02129 PC SERVICES 25000 ALS ASSOCIATION 1300 WILSON BLVD SUITE 600 ARLINGTON VA 22209 PC RESEARCH 15000 ALZHEIMERS DISEASE RESEACH 114 16TH STREET BOSTON MA 02129 PC RESEARCH 15000 SJORGRENS FOUNDATION 10701 PARKRIDGE BLVD RESTON VA 20191 PC RESEARCH 100000 THE BOSTON HOUSE 229 KENT STREET BROOKLINE MA 02481 PC SERVICES 10000 269500 14 23250 14 193410 18 100400 317060 317060 false false false false false false false false false NA false X ASPEN TAX GROUP 950 713 237 CORORATE BONDS 690216 685630 CORPORATE STOCKS 3442787 4269888 AMERICAN TOWER AT COST 115245 110046 ADR FEES 84 84 FILING FEES 500 ASSET FEES 907 907 TRANSACTION COSTS 60 60 WILKINS INVESTMENT - INVESTMENT MGT 50874 38156 12718 FOREIGN TAXES 1047 INTERNAL REVENUE SERVICE 10000