2024-08-24T02:42:02-05:00 2023-12-31 221478099 COHNREZNICK LLP 350 GRANITE STREET SUITE 1200 BRAINTREE MA 02184 990PF 2023-01-01 016019033 MAX KAGAN FAMILY FOUNDATION MAXK 9785157415 28548 BURANO DRIVE BONITA SPRINGS FL 34135 LEAHGRACE BRIENNA KAYLER TRUSTEE 9785157415 2024-08-23 1 1 JOLANTA TUCK CPA P01340068 7813803520 2024-08-22 2023 2024-08-08 14:25:15Z X X 5264436 X 41100 38844 38844 55015 55015 155658 940159 155658 290617 249517 0 0 0 2025 1013 1012 8663 4332 4331 43295 43295 0 1903 431 0 60 0 60 55946 49071 5403 212400 212400 268346 49071 217803 22271 200446 210364 183852 183852 37784 17146 37784 37784 50054 50041 54566 3460648 3488806 4988234 3738212 3760483 5264436 0 0 X 1545996 1545996 0 0 2192216 2214487 3738212 3760483 3738212 3760483 3738212 22271 0 3760483 0 3760483 PUBLICLY TRADED SECURITIES P 940159 784501 155658 155658 155658 2786 0 2786 0 2786 4421 0 0 0 4421 0 1635 1635 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 28548 BURANO DRIVE BONITA SPRINGS FL 34135 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 LEAHGRACE BRIENNA KAYLER 28548 BURANO DRIVE BONITA SPRINGS FL 34135 TRUSTEE 1.00 0 0 0 RONALD STRIAR 28548 BURANO DRIVE BONITA SPRINGS FL 34135 TRUSTEE 1.00 0 0 0 RICHARD GROSSMAN 28548 BURANO DRIVE BONITA SPRINGS FL 34135 TRUSTEE 1.00 0 0 0 CANDACE PLATZ 28548 BURANO DRIVE BONITA SPRINGS FL 34135 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 4554993 378554 0 4933547 0 0 4933547 74003 4859544 242977 242977 2786 2786 240191 0 240191 0 240191 217803 0 217803 240191 0 0 22631 20113 42744 217803 0 0 0 217803 0 22388 22388 20356 0 0 0 0 0 0 0 20356 243 20113 LEAHGRACE BRIENNA KAYLER 9 RAVEN LANE GLOUCESTER MA 01930 9785157415 LEAHGRACEKAYLER@GMAILCOM N/A N/A N/A AGASSIZ VILLAGE SUMMER CAMP 238 BEDFORD STREET SUITE 8 LEXINGTON MA 02420 NONE PC OPERATIONAL SUPPORT 2000 ALLIANCE FOR MIDDLE 48 DEERBROOK FARM NORTH YARMOUTH ME 04097 NONE PC OPERATIONAL SUPPORT 3900 AMERICAN FRIENDS OF MAGEN DAVID ADOM 20 W 36TH ST NEW YORK NY 10018 NONE PC OPERATIONAL SUPPORT 15000 AMERICAN JEWISH WORLD SERVICE 45 WEST 36TH STREET NEW YORK NY 10018 NONE PC OPERATIONAL SUPPORT 9000 AMERICAN SOCIETY FOR THE PROTECTION OF NATURE IN ISRAEL 15 EAST 40TH STREET SUITE 904 NEW YORK NY 10016 NONE PC OPERATIONAL SUPPORT 1000 ANIMAL REFUGE LEAGUE PO BOX 336 WESTBROOK ME 040980336 NONE PC OPERATIONAL SUPPORT 1000 ANTI-DEFAMATION LEAGUE 40 COURT ST 12 BOSTON MA 02108 NONE PC OPERATIONAL SUPPORT 2650 APPALACHIAN MOUNTAIN CLUB 5 JOY STREET BOSTON MA 02108 NONE PC OPERATIONAL SUPPORT 100 ARTIS NAPLES 5833 PELICAN BAY BLVD NAPLES FL 34108 NONE PC OPERATIONAL SUPPORT 5000 BACKYARD GROWERS 103R MAPLEWOOD AVE GLOUCESTER MA 01930 NONE PC OPERATIONAL SUPPORT 1200 BOSTON UNIVERSITY ALUMNI & FRIENDS 595 COMMONWEALTH AVENUE BOSTON MA 02215 NONE PC OPERATIONAL SUPPORT 500 BROOKE USA 2333 ALEXANDRIA DR LEXINGTON KY 40504 NONE PC OPERATIONAL SUPPORT 2500 CAPE ANN MUSEUM 27 PLEASANT STREET GLOUCESTER MA 01930 NONE PC OPERATIONAL SUPPORT 1000 CHAPLAINCY INSTITUTE 302 STEVENS AVE PORTLAND ME 04103 NONE PC OPERATIONAL SUPPORT 1050 COMMUNITY CONCEPTS INC 240 BATES STREET LEWISTON ME 04240 NONE PC OPERATIONAL SUPPORT 2000 CORNELL UNIVERSITY VETERINARY COLLEGE COLLEGE OF VETERINARY MEDICINE ITHACA NY 14853 NONE PC OPERATIONAL SUPPORT 500 CURE ALZHEIMER'S FUND 34 WASHINGTON ST WELLESLEY HILLS MA 02481 NONE PC OPERATIONAL SUPPORT 5900 DEERFIELD ACADEMY PO BOX 306 DEERFIELD MA 01342 NONE PC OPERATIONAL SUPPORT 2500 EARTH JUSTICE 50 CALIFORNIA STREET SUITE 500 SAN FRANCISCO CA 94111 NONE PC OPERATIONAL SUPPORT 1700 EQUINE RESCUE NETWORK 370 MIDDLETON RD MIDDLETON MA 01949 NONE PC OPERATIONAL SUPPORT 1500 ESSEX COUNTY GREENBELT 82 EASTERN AVE ESSEX MA 01929 NONE PC OPERATIONAL SUPPORT 375 FDN FOR NON QUALITY 860 WINTER ST WALTHAM MA 02451 NONE PC OPERATIONAL SUPPORT 10000 FRIENDS OF ISRAEL DEFENSE FORCE PO BOX 4224 NEW YORK NY 10163 NONE PC OPERATIONAL SUPPORT 15000 FRIENDS OF THE ARAVA INSTITUTE 1320 CENTRE STREET SUITE 206 NEWTON MA 02459 NONE PC OPERATIONAL SUPPORT 2400 FRIENDS OF YAD SARAH 445 PARK AVE 1702 NEW YORK NY 10022 NONE PC OPERATIONAL SUPPORT 6500 GENEROUS GARDENERS 101 WESTERN AVE SUITE 1 GLOUCESTER MA 01930 NONE PC OPERATIONAL SUPPORT 1000 GLOBAL WILDLIFE CONSERVATION PO BOX 129 AUSTIN TX 78767 NONE PC OPERATIONAL SUPPORT 10000 GREATER ANDROSCOGGIN HUMANE SOCIETY 55 STRAWBERRY AVE LEWISTON ME 04240 NONE PC OPERATIONAL SUPPORT 1000 GULFSHORE PLAYHOUSE 755 8TH AVE S NAPLES FL 34102 NONE PC OPERATIONAL SUPPORT 2500 HARRY CHAPIN FOOD BANK 3760 FOWLER STREET FORT MYERS FL 33901 NONE PC OPERATIONAL SUPPORT 6000 HARVARD HILLEL 52 MT AUBURN ST CAMBRIDGE MA 02138 NONE PC OPERATIONAL SUPPORT 1000 HOLOCAUST & HUMAN RIGHTS EDUCATION CENTER 4 W RED OAK LN 330 WEST HARRISON NY 10604 NONE PC OPERATIONAL SUPPORT 5000 HOLOCAUST MUSEUM & COHEN EDUCATION CENTER 975 IMPERIAL GOLF COURSE BLVD NAPLES FL 34110 NONE PC OPERATIONAL SERVICES 5000 HUNTINGTON'S DISEASE SOCIETY OF AMERICA 505 EIGHT AVENUE SUITE 902 NEW YORK NY 10018 NONE PC OPERATIONAL SUPPORT 1650 ISRAAID PO BOX 61227 PALO ALTO CA 94306 NONE PC OPERATIONAL SUPPORT 3000 JEWISH COMMUNITY ALLIANCE 57 ASHMONT ST PORTLAND ME 04103 NONE PC OPERATIONAL SUPPORT 2500 JEWISH FAMILY SERVICES OF METROWEST 475 FRANKLIN ST 101 FRAMINGHAM MA 01702 NONE PC OPERATIONAL SUPPORT 2500 JEWISH FEDERATION NAPLES 2500 VANDERBILT BEACH RD NAPLES FL 34109 NONE PC OPERATIONAL SUPPORT 5000 JEWISH FEDERATION OF COLLIER COUNTY 2500 VANDERBILT BEACH RD 2201 NAPLES FL 34109 NONE PC OPERATIONAL SUPPORT 2500 JEWISH HISTORICAL SOC OF SW 1319 F ST NW STE 810 WASHINGTON DC 20004 NONE PC OPERATIONAL SUPPORT 2000 JGIVE-FRIEND OF ASOR FUND USA 1 COMMERCE PLAZA 99 WASHINGTON AVE STE 805A ALBANY NY 12210 NONE PC OPERATIONAL SUPPORT 950 LAST STOP HORSE RESCUE 938 TAR RIDGE ROAD PRENTISS ME 04487 NONE PC OPERATIONAL SUPPORT 950 LEKET ISRAEL PO BOX 2090 TEANECK NJ 07666 NONE PC OPERATIONAL SUPPORT 3000 LEWISTON AUBURN JEWISH FEDERATION 74 BRADMAN ST AUBURN ME 04210 NONE PC OPERATIONAL SUPPORT 2000 MAINE FAMILY PLANNING PO BOX 587 AUGUSTA ME 04332 NONE PC OPERATIONAL SUPPORT 5000 MAINE PUBLIC BROADCASTING NETWORK 1450 LISBON ST LEWISTON ME 04240 NONE PC OPERATIONAL SUPPORT 500 MARITIME GLOUCESTER 23 HARBOR LOOP GLOUCESTER MA 01930 NONE PC OPERATIONAL SUPPORT 600 NAPLES BAKER SENIOR CENTER 6200 AUTUMN OAKS LANE NAPLES FL 34119 NONE PC OPERATIONAL SUPPORT 2500 NAPLES BOTANICAL GARDEN 4820 BAYSHORE DR NAPLES FL 34112 NONE PC OPERATIONAL SUPPORT 300 NATIONAL AUDUBON SOCIETY 225 VARICK ST NEW YORK NY 10014 NONE PC OPERATIONAL SUPPORT 300 NEVE MICHAEL CHILDREN'S VILLAGE 1 HAZFIRA STREET PARDES HANA IS 37000 NONE NC OPERATIONAL SUPPORT 1000 NEW ISRAEL FUND 1320 19TH STREET 400 WASHINGTON DC 20036 NONE PC OPERATIONAL SUPPORT 1000 OPEN SPIRIT CENTER 39 EDWARDS STREET FRAMINGHAM MA 01701 NONE PC OPERATIONAL SUPPORT 850 PALSSKYHOPE 7110 REPUBLIC AIRPORT 202 FARMINGDALE NY 11735 NONE PC OPERATIONAL SUPPORT 10000 PARTNERS IN HEALTH 888 COMMONWEALTH AVE BOSTON MA 02215 NONE PC OPERATIONAL SUPPORT 1500 PREBLE STREET RESOURCE CENTER 5 PORTLAND ST PORTLAND ME 04101 NONE PC OPERATIONAL SUPPORT 1000 PROPUBLICA 155 AVENUE OF THE AMERICAS13TH FLOOR NEW YORK NY 10013 NONE PC OPERATIONAL SUPPORT 2100 RIDING TO THE TOP PO BOX 1928 WINDHAM ME 04062 NONE PC OPERATIONAL SUPPORT 3000 ROBBIE FOUNDATION PO BOX 1534 SCARBOROUGH ME 04070 NONE PC OPERATIONAL SUPPORT 1000 ST MATTHEW'S HOUSE 2001 AIRPORT ROAD S NAPLES FL 34112 NONE PC OPERATIONAL SUPPORT 4500 STARABILITY FOUNDATION 5125 CASTELLO DR NAPLES FL 34103 NONE PC OPERATIONAL SUPPORT 4000 TEMPLE SHALOM SYNAGOGUE CTR ADDRESS 670 HIGHLAND AVE NEEDHAM MA 02494 NONE PC OPERATIONAL SUPPORT 5000 THE BROOKE 5TH FLOOR FRIARS BRIDGE COURT LONDON UK SE1 8NZ NONE NC OPERATIONAL SUPPORT 1175 THE OPEN DOOR CAPE ANN FOOD PANTRY 28 EMERSON AVE GLOUCESTER MA 01930 NONE PC OPERATIONAL SUPPORT 3000 THE PUBLIC THEATER 425 LAFAYETTE STREET NEW YORK NY 10003 NONE PC OPERATIONAL SUPPORT 100 TILTON SCHOOL 30 SCHOOL ST LEWISTON ME 04240 NONE PC OPERATIONAL SUPPORT 400 TREE STREET YOUTH 144 HOWE ST LEWISTON ME 04240 NONE PC OPERATIONAL SUPPORT 2500 TRI-COUNTY MENTAL HEALTH SERVICES 1155 LISBON ST LEWISTON ME 04240 NONE PC OPERATIONAL SUPPORT 2000 TRITOWN TRACK AND FIELD OF FREEPORT 400 POWNAL RD FREEPORT ME 04032 NONE PC OPERATIONAL SUPPORT 2000 UNIVERSITY OF MIAMI 1320 S DIXIE HWY CORAL GABLES FL 33146 NONE PC OPERATIONAL SUPPORT 2000 WBUR 890 COMMONWEALTH AVENUE 3RD FLOOR BOSTON MA 02115 NONE PC OPERATIONAL SUPPORT 250 WORLD CENTRAL KITCHEN 655 NEW YORK AVE WASHINGTON DC 20001 NONE PC OPERATIONAL SUPPORT 3000 212400 0 14 38844 14 55015 18 155658 0 249517 0 249517 0 0 0 0 0 0 0 0 0 0 X X 1 LEAHGRACE BRIENNA KAYLER 28548 BURANO DRIVE BONITA SPRINGS FL 34135 10000 X 2 BETH GROSSMAN & RICK BOBROW 2640 GREY OAKS DRIVE NORTH 29 NAPLES FL 34105 10000 X 3 DAN AND JULIE KAGAN 2 ROLAND KIMBALL ROAD FREEPORT ME 04032 20000 X ACCOUNTING & TAX PREP 8663 4332 4331 NEVE MICHAEL CHILDREN'S VILLAGE 1 HAZFIRA STREET PARDES HANA IS 37000 2023-11-26 1000 TO FUND THE CHARITABLE PURPOSE OF THE ORGANIZATION. 1000 MAX KAGAN FAMILY FOUNDATION HAS VERIFIED THAT THE GRANT WAS USED APPROPRIATELY FOR THE TAX EXEMPT PURPOSE FOR WHICH IT WAS GIVEN. THE BROOKE 5TH FLOOR FRIARS BRIDGE COURT LONDON UK SE1 8NZ 2023-12-03 1175 TO FUND THE CHARITABLE PURPOSE OF THE ORGANIZATION. 1175 MAX KAGAN FAMILY FOUNDATION HAS VERIFIED THAT THE GRANT WAS USED APPROPRIATELY FOR THE TAX EXEMPT PURPOSE FOR WHICH IT WAS GIVEN. CORPORATE STOCK 3488806 4988234 50041 54566 0 0 OTHER EXPENSES 60 0 60 INVESTMENT ADVISORY FEES 43295 43295 0 FEDERAL TAXES 1216 0 0 FOREIGN TAXES PAID 431 431 0 STATE TAXES 256 0 0