2024-11-18T11:02:14-06:00 2023-12-31 043473347 JOHN SCHACHTER ASSOCIATES INC 297 NEWBURY STREET BOSTON MA 02115 990PF 2023-01-17 921852417 MAXWELL SEDEL FAMILY FOUNDATION INC MAXW 6172751694 20 WINDOM STREET SOMERVILLE MA 02144 MARC MAXWELL DIRECTOR 6172751694 2024-11-18 1 1 JOHN A SCHACHTER EA P00242389 6172361915 2024-11-18 2023 2024-10-15 13:58:12Z X X 3348462 X 3077090 29206 29206 34303 440848 6921 3140599 36127 0 0 0 3735 0 0 10000 0 0 879 879 0 4067 0 0 19421 18830 0 38102 19709 0 591360 591360 629462 19709 591360 2511137 16418 46025 46025 15754 15754 0 3286683 3286683 0 3348462 3348462 2285 0 2285 X 0 0 0 0 0 3346177 0 3346177 0 3348462 0 2511137 835040 3346177 0 3346177 PUBLICLY TRADED SECURITIES P 110015 132470 -22455 -22455 PUBLICLY TRADED SECURITIES P 329813 301457 28356 28356 CAPITAL GAINS DIVIDENDS P 1020 1020 1020 6921 228 0 228 0 228 0 0 850 0 850 0 622 622 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 1 0 0 1 N/A THE FOUNDATION 6172751694 20 WINDOM STREET SOMERVILLE MA 02144 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARC MAXWELL 20 WINDOWM STREET SOMERVILLE MA 02144 DIRECTOR, CEO, TREASURER 4.00 0 0 0 SCOTT SQUILLACE 20 PARK PLAZA SUITE 1115 BOSTON MA 02116 DIRECTOR, CLERK 1.00 0 0 0 NONE 0 NONE 0 0 2510373 157412 0 2667785 0 0 2667785 40017 2627768 125628 125628 228 228 125400 0 125400 0 125400 591360 0 591360 0 0 0 0 591360 0 0 0 0 591360 0 0 591360 0 0 0 0 0 0 0 591360 591360 X BOSTON CHAMBER MUSIC SOCIETY 60 GORE STREET CAMBRIDGE MA 02141 NONE CULTURAL ARTS, PERFORMANCE AND EDUCATION 10000 KESHETORG 1860 WASHINGTON ST NEWTON MA 02466 NONE JEWISH CONTINUITY/LGBTQ ENGAGEMENT 110000 THE JONAH MACCABBEE FOUNDATION INC 25 OAK ST ARDSLEY NY 10502 NONE JEWISH CULTURE, SUPPORT OF THE ARTS 35000 TEMPLE ISRAEL 477 LONGWOOD AVE BOSTON MA 02215 NONE JEWISH CONTINUITY, EDUCATON AND COMMUNITY INVOLVEMENT 275000 ISRAAID (US) GLOBAL HUMANITARIAN ASSISTANCE INC PO BOX 61227 PALO ALTO CA 94306 NONE HUMANITARIAN SUPPORT, CLEAN WATER AND EDUCATION 25000 JOAN G LOVERING HEALTH CENTER 559 PORTSMOUTH AVE GREENLAND NH 03840 NONE WOMENS HEALTH AND REPRODUCTIVE FREEDOM 10000 CHA FOUNDATION 350 MAIN ST 5TH FLOOR MAIDEN MA 02148 NONE WOMENS HEALTH 10000 JEWISH FEDERATION OF CINCINNATI 8499 RIDGE ROAD CINCINNATI OH 45236 NONE JEWISH CEMETERY PERPETUAL CARE 1800 SHARSHERET 1086 TEANECK ROAD SUITE 2G TEANECK NJ 07666 NONE WOMEN'S HEALTH, BREAST AND OVARIAN CANCER SUPPORT 10000 MASSACHUSETTS INSTITUTE OF TECHNOLOGY 600 MEMORIAL DRIVE W98 CAMBRIDGE MA 02139 NONE EDUCATION, SCHOLARSHIP AND STUDENT SUPPORT 100000 CONGREGATION BETH EMEK 3400 NEVADA COURT PLEASANTON CA 94566 NONE JEWISH CONTINUITY AND SUPPRT OF IMMIGRANT FAMILIES 2500 CAMP JABBERWOCKY PO BOX 1357 VINEYWARD HAVEN MA 02568 NONE SUMMER CAMP FOR DISABILED YOUTH AND THEIR FAMILIES 2060 591360 0 14 29206 18 34303 0 63509 0 63509 0 0 0 0 0 0 0 0 0 0 X X 1 ESTATE OF RAE FRANCES SEDEL 140 BROADWAY NEW YORK NY 10005 3077090 X 1 239 SHS ABBOTT LABORATORIES 23757 2023-03-08 1 66 SHS ADOBE INC 22825 2023-03-08 1 579 SHS ALCON INC COM STK 38359 2023-03-08 1 1,265 SHS ALPHABET INC CL A 119226 2023-03-08 1 607 SHS ALPHABET INC CL C 57453 2023-03-08 1 1,200 SHS AMAZON.COM INC 112704 2023-03-08 1 1,153 SHS AMERICAN TOWER REIT INC 225723 2023-03-08 1 387 SHS AO SMITH CORP COM STK 25933 2023-03-08 1 4,949 SHS APPLE COMPUTER INC 756554 2023-03-08 1 241 SHS ARTHUR J GALLAGHER & CO 45544 2023-03-08 1 207 SHS BERKSHIRE HATHAWAY INC - CL B 64454 2023-03-08 1 2 SHS BLACKROCK INC COM 1349 2023-03-08 1 13 SHS BOOKING HOLDINGS INC COM STK 33577 2023-03-08 1 10,726.58 SHS CLARKSTON FOUNDERS FUND - FOUNDERS CLASS 160684 2023-03-08 1 453 SHS COPART INC COM STK 32263 2023-03-08 1 701 SHS COSTCO WHOLESALE CORP 34023 2023-03-08 1 117 SHS DIAGEO PLC 19937 2023-03-08 1 117 SHS DOLLAR GENERAL CORP COM STK 25466 2023-03-08 1 384 SHS GRACO INC COMMON STOCK 26834 2023-03-08 1 89 SHS KLA CORPORATION 34480 2023-03-08 1 1,036 SHS LINDE PLC 367676 2023-03-08 1 171 SHS MASTERCARD INCORPORATED 61394 2023-03-08 1 1,015 SHS MICROSOFT CORP 257506 2023-03-08 1 148 SHS NESTLE S A 16562 2023-03-08 1 547 SHS NIKE INC CL B 65563 2023-03-08 1 511 SHS ORACLE CORP 45218 2023-03-08 1 236 SHS PROCTER & GAMBLE CO 32469 2023-03-08 1 313 SHS PROGRESSIVE CORP OHIO 44997 2023-03-08 1 1,474 SHS ROCHE HLDG LTD 51575 2023-03-08 1 192 SHS SIGNATURE BANK COM STK 19843 2023-03-08 1 22 SHS SYSCO CORP 1646 2023-03-08 1 62 SHS THERMO FISHER SCIENTIFIC INC 34395 2023-03-08 1 58 SHS UNITED PARCEL SERVICE CL B 10689 2023-03-08 1 182 SHS UNITEDHEALTH GROUP INC 85649 2023-03-08 1 338 SHS WASTE MANAGEMENT INC 50666 2023-03-08 1 231 SHS ZOETIS INC COM STK 38956 2023-03-08 1 264 SHS CELANESE CORP COM STK 31141 2023-03-08 AMAZON.COM INC 136594 136594 BOOKING HOLDINGS INC COM STK 46114 46114 NIKE INC CL B 59388 59388 COSTCO WHOLESALE CORP 46206 46206 DIAGEO PLC 17042 17042 NESTLE S A 17113 17113 PROCTER & GAMBLE CO 34583 34583 SYSCO CORP 1609 1609 AMERICAN TOWER REIT INC 248910 248910 BERKSHIRE HATHAWAY INC - CL B 73829 73829 BLACKROCK INC COM 1624 1624 ARTHUR J GALLAGHER & CO 54196 54196 PROGRESSIVE CORP OHIO 49855 49855 ABBOTT LABORATORIES 26307 26307 ROCH HLDG TLD 53403 53403 THERMO FISHER SCIENTIFIC INC 32909 32909 UNITEDHEALTH GROUP INC 95818 95818 ZOETIS INC COM STK 45592 45592 ALCON INC COM STK 45231 45231 COPART INC COM STK 44394 44394 UNITED PARCEL SERVICE CL B 9119 9119 WASTE MANAGEMENT INC 60536 60536 ADOBE INC 39376 39376 APPLE COMPUTER INC 952831 952831 KLA CORPORATION 51736 51736 MASTERCARD INCORPORATED 72933 72933 MICROSOFT CORP 250819 250819 ORACLE CORP 53875 53875 LINDE PLC 239444 239444 ALPHABET INC CL C 85545 85545 ALPHABET INC CL A 176708 176708 CLARKSTON FOUNDERS FUND - FOUNDERS CLASS 163044 163044 LEGAL FEES 3735 0 0 INVESTMENT FEES 18830 18830 0 OFFICE EXPENSE 591 0 0 UNREALIZED GAIN ON INVESTMENTS 835040 CONSULTING 10000 0 0 ESTATE OF RAE FRANCES SEDEL 140 BROADWAY NEW YORK NY 10005 FOREIGN TAX PAID 879 879 0