2025-11-03T15:55:34-06:00 2024-12-31 043473347 JOHN SCHACHTER ASSOCIATES INC 297 NEWBURY STREET BOSTON MA 02115 990PF 2024-01-01 921852417 MAXWELL SEDEL FAMILY FOUNDATION INC MAXW 6172751694 75 CAMBRIDGE PARKWAY E1009 CAMBRIDGE MA 02142 MARC MAXWELL DIRECTOR 6172751694 2025-11-03 1 0 JOHN A SCHACHTER EA P00242389 6172361915 2025-11-03 2024 2025-03-06 01:10:19Z X X 8866384 X 5543182 165097 165097 924380 8499614 1102490 6632659 1267587 0 0 0 7164 0 0 1220 0 0 4717 3067 0 8778 0 0 38509 38039 0 60388 41106 0 842052 842052 902440 41106 842052 5730219 1226481 46025 15754 510121 510121 3286683 2078352 2078352 0 6277911 6277911 3348462 8866384 8866384 2285 -190 0 17201 2285 17011 X 0 0 0 0 3346177 8849373 3346177 8849373 3348462 8866384 3346177 5730219 0 9076396 227023 8849373 PUBLICLY TRADED SECURITIES D 2024-12-31 2135522 2070653 64869 64869 PUBLICLY TRADED SECURITIES D 2024-12-31 6243669 5326471 917198 917198 CAPITAL GAINS DIVIDENDS P 120423 120423 120423 1102490 17048 0 17048 0 17048 1422 0 19452 0 20874 848 2978 2978 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 75 CAMBRIDGE PARKWAY APT E1009 CAMBRIDGE MA 02142 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARC MAXWELL 75 CAMBRIDGE PARKWAY APT E1009 CAMBRIDGE MA 02142 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 7536138 601504 0 8137642 0 0 8137642 122065 8015577 400779 400779 17048 17048 383731 0 383731 0 383731 842052 0 842052 383731 0 0 591360 591360 842052 0 0 0 383731 458321 0 0 1049681 0 0 0 0 0 0 0 1049681 591360 458321 X BOSTON CHAMBER MUSIC SOCIETY 60 GORE STREET CAMBRIDGE MA 02141 NONE CULTURAL ARTS, PERFORMANCE AND EDUCATION 15000 CAMP JABBERWOCKY PO BOX 1357 VINEYWARD HAVEN MA 02568 NONE SUMMER CAMP FOR DISABLED YOUTH AND THEIR FAMILIES 5000 UNION OF REFORM JUDAISM 2027 MASSACHUSETTS AVE NW WASHINGTON DC 20036 NONE JEWISH CONTINUITY 10000 TEMPLE SHIR TIKVA WAYLAND 141 BOSTON POST ROAD WAYLAND MA 01778 NONE JEWISH CONTINUITY 5000 ISRAAID (US) GLOBAL HUMANITARIAN ASSISTANCE INC 9663 SANTA MONICA BLVD BEVERLY HILLS CA 90210 NONE HUMANITARIAN SUPPORT, CLEAN WATER AND EDUCATION 25000 TEMPLE SHAARAY TEFILA 250 EAST 79TH STREET NEW YORK NY 10078 NONE JEWISH CONTINUITY 1000 JOAN G LOVERING HEALTH CENTER PO BOX 456 GREENLAND NH 03840 NONE WOMEN'S HEALTH AND REPRODUCTIVE FREEDOM 20000 KESHETORG 1860 WASHINGTON ST NEWTON MA 02466 NONE JEWISH CONTINUITY/LGBTQ ENGAGEMENT 100000 MASSACHUSETTS INSTITUTE OF TECHNOLOGY 77 MASSACHUSETTS AVE CAMBRIDGE MA 02139 NONE EDUCATION, SCHOLARSHIP AND STUDENT SUPPORT 100000 SHARSHERET 1086 TEANECK ROAD SUITE 2G TEANECK NJ 07666 NONE WOMEN'S HEALTH, BREAST AND OVARIAN CANCER SUPPORT 100000 TEMPLE ISRAEL 477 LONGWOOD AVE BOSTON MA 02215 NONE JEWISH CONTINUITY, EDUCATION AND COMMUNITY INVOLVEMENT 250000 THE JONAH MACCABEE FOUNDATION INC 25 OAK ST ARDSLEY NY 10502 NONE JEWISH CULTURE, SUPPORT OF THE ARTS 25000 MAINE JEWISH MUSEUM 267 CONGRESS STREET PORTLAND ME 04101 NONE JEWISH CONTINUITY 10000 J STREET EDUCATION PO BOX 66073 WASHINGTON DC 20035 NONE JEWISH CONTINUITY 10000 QT LIBRARY (FRACTURED ATLAS) PO BOX 55 HARTSDALE NY 10530 NONE LGBTQ+ RIGHTS 10870 RAINBOW RAILROAD USA 575 5TH AVENUE UNIT 15-135 NEW YORK NY 10017 NONE LGBTQ+ RIGHTS/HUMANITARIAN 10000 TREVOR PROJECT PO BOX 69232 WEST HOLLYWOOD CA 90069 NONE LGBTQ+ SUICIDE PREVENTION 10000 HRC FOUNDATION 1640 RHODE ISLAND AVE NW WASHINGTON DC 20036 NONE LGBTQ+ RIGHTS 10000 EQUALITY FUND (BOSTON FOUNDATION) PO BOX 843027 BOSTON MA 02116 NONE LGBTQ+ RIGHTS 25000 WOMEN'S LUNCH PLACE 67 NEWBURY STREET BOSTON MA 02116 NONE WOMEN'S SUPPORT HOUSING STABILITY 5182 CAMBRIDGE REPRODUCTIVE HEALTH CONSULTANTS 1770 MASSACHUSETTS AVE CAMBRIDGE MA 02140 NONE WOMEN'S HEALTH REPRODUCTIVE RIGHTS 2500 JELF JEWISH EDUCATIONAL LOAN FUND 6065 ROSWELL ROAD SANDY SPRINGS GA 30328 NONE EDUCATION/SCHOLARSHIPS 10000 ACLU FOUNDATION 125 BROAD STREET 18TH FLOOR NEW YORK NY 10004 NONE DEMOCRACY/CIVIL LIBERTY 10000 7 LAKES ALLIANCE BELGRADE MAINE 137 MAIN STREET BELGRADE LAKES ME 04917 NONE LAND CONSERVATION 70000 WGBH BOSTON ONE GUEST STREET BOSTON MA 02135 NONE PROGRESSIVE MEDIA 2500 842052 0 14 165097 18 924380 0 1089477 0 1089477 0 0 0 0 0 0 0 0 0 0 X X 1 ESTATE OF RAE FRANCES SEDEL 140 BROADWAY NEW YORK NY 10005 3826525 X 2 ESTATE OF RAE FRANCES SEDEL 140 BROADWAY NEW YORK NY 10005 1716657 X 1 1,011 SHS ABBOTT LABORATORIES 115274 2024-01-18 1 133 SHS ADOBE INC 78962 2024-01-18 1 1,162 SHS ALCON INC COM STK 90171 2024-01-18 1 2,530 SHS ALPHABET INC CL A 363004 2024-01-18 1 1,216 SHS ALPHABET INC CL C 176308 2024-01-18 1 2,400 SHS AMAZON.COM INC 368400 2024-01-18 1 483 SHS ARTHUR J GALLAGHER & CO 114447 2024-01-18 1 49 SHS AUTOMATIC DATA PROCESSING INC 13607 2024-09-19 1 624 SHS BERKSHIRE HATHAWAY INC-CL B 226125 2024-01-18 1 29 SHS BOOKING HOLDINGS INC COM STK 102335 2024-01-18 1 1,814 SHS COPART INC COM STK 87380 2024-01-18 1 140 SHS COSTCO WHOLESALE CORP 96223 2024-01-18 1 237 SHS DIAGEO PLC 33111 2024-01-18 1 11,818.32 SHS FRANKLIN FRANKLIN HIGH INCOME-A1 21037 2024-09-19 1 276 SHS KLA CORPORATION 162840 2024-01-18 1 345 SHS MASTERCARD INCORPORATED 148598 2024-01-18 1 2,033 SHS MICROSOFT CORP 800738 2024-01-18 1 297 SHS NESTLE S A 33493 2024-01-18 1 1,097 SHS NIKE INC CL B 110731 2024-01-18 1 1,025 SHS ORACLE CORP 111418 2024-01-18 1 12 SHS OTIS WORLDWIDE CORPORATION COM 1157 2024-09-19 1 628 SHS PROGRESSIVE CORP OHIO 106703 2024-01-18 1 216 SHS S&P GLOBAL INC COM STK 94954 2024-01-18 1 238 SHS THERMO FISHER SCIENTIFIC INC 129572 2024-01-18 1 43 SHS UNITEDHEALTH GROUP INC 22203 2024-01-18 1 679 SHS WASTE MANAGEMENT INC 124603 2024-01-18 1 305 SHS YANDEX NV-A COM STK 4548 2024-01-18 1 465 SHS ZOETIS INC COM STK 88583 2024-01-18 ACCOUNTING FEES 1220 0 0 AMAZON.COM INC 43878 43878 BOOKING HOLDINGS INC COM STK 39747 39747 NIKE INC CL B 17631 17631 COSTCO WHOLESALE CORP 42148 42148 BERKSHIRE HATHAWAY INC - CL B 62553 62553 ARTHUR J GALLAGHER & CO 48822 48822 PROGRESSIVE CORP OHIO 36421 36421 ABBOTT LABORATORIES 30766 30766 THERMO FISHER SCIENTIFIC INC 32774 32774 UNITEDHEALTH GROUP INC 18211 18211 ZOETIS INC COM STK 32749 32749 ALCON INC COM STK 40153 40153 WASTE MANAGEMENT INC 44192 44192 ADOBE INC 32906 32906 KLA CORPORATION 45999 45999 MASTERCARD INCORPORATED 63715 63715 MICROSOFT CORP 73341 73341 ORACLE CORP 54991 54991 LINDE PLC 54427 54427 ALPHABET INC CL C 85317 85317 CLARKSTON FOUNDERS FUND - FOUNDERS CLASS 616543 616543 OTIS WORLDWIDE CORPORATION COM 15929 15929 AUTOMOTIVE DATA PROCESSING INC 27224 27224 CADENCE DESIGN SYS INC 12319 12319 APPLIED MATERIALS INC 19190 19190 TEXAS INSTRUMENTS 24939 24939 ADVANCED DRAINAGE SYSTEM INC COM 15490 15490 APTARGROUP INC COM 18224 18224 ARISTA NETWORKS INC COM SHS 18901 18901 BRIGHT HORIZONS FAMILY SOLUT COM STK 10531 10531 BROWN & BROWN INC 20506 20506 BRUKER CORP COM STK 17410 17410 CBRE GROUP INC CL A 21400 21400 DARLING INGREDIENTS INC COM 14251 14251 ASPEN TECHNOLOGY, INC. COM STK 6990 6990 ENTEGRIS INC COM STK 20406 20406 GFL ENVIRONMENTAL COM STK 22715 22715 GXO LOGISTICS INCORPORATED COMMON STOCK 15573 15573 GUIDEWIRE SOFTWARE INC COM STK 25287 25287 HEICO CORP CL A 13770 13770 LPL FINANCIAL HOLDINGS INC COM STK 19264 19264 MISTER CAR WASH INC COM 7917 7917 NVR INC COM STK 8179 8179 SHIFT4 PAYMENTS INC CL A 22209 22209 TAKE-TWO INTERACTIVE SOFTWARE COM STOCK 17119 17119 TORO CO COM STK 9772 9772 VULCAN MATERIALS CO 14919 14919 WATSCO INC COM STK 24168 24168 WEST PHARMACEUTICAL SVCS INC 11137 11137 WILLSCOT MOBILE MINI HOLDINGS CO COM CL A 8831 8831 WYNDHAM HOTELS & RESORTS INC COM STK 19654 19654 ZEBRA TECHNOLOGIES CORP COM 19697 19697 ICON PLC COM STK 16777 16777 GLOBANT SA COM STK 20370 20370 BBH LIMITED DURATION FUND CL I FMV 1488129 1488129 BBH INCOME FUND-I FMV 1981180 1981180 PARNASSUS CORE EQUITY FD-INS FMV 454789 454789 AKRE FOCUS FUND-SUPRA INST FMV 734252 734252 S&P GLOBAL INC COM STK FMV 31376 31376 BBH PARTNER FUND - INTERNATIONAL EQUITY FMV 911417 911417 GQG PART EMERG MKTS EQ-INST FMV 304142 304142 YANDEX NV-A COM STK FMV 8449 8449 GQG PART QLTY EQTY-INST FMV 364177 364177 LEGAL FEES 7164 0 0 UNREALIZED LOSS ON INVESTMENTS 227023 INVESTMENT FEES 38039 38039 0 OFFICE EXPENSE 470 0 0 BANK OVERDRAFT 0 17201 ESTATE OF RAE FRANCES SEDEL 140 BROADWAY NEW YORK NY 10005 FOREIGN TAX PAID 3067 3067 0 FEDERAL TAX PAID 1650 0 0