2025-11-14T10:36:04-06:00 2024-12-31 043296226 UHY ADVISORS NORTHEAST INC 14 WEST PLAIN STREET WAYLAND MA 01778 990PF 2024-01-01 205672425 STEMBERG THOMAS G CHAR FND ATTN NOREEN SNOW BBH STEM 6177721385 50 POST OFFICE SQUARE BOSTON MA 02110 KATHERINE CHAPMAN STEMBERG TRUSTEE 6177721385 2025-11-14 1 1 MICHAEL A CLEMENTS P00108173 5086501122 2025-11-13 2024 2025-03-06 01:10:19Z X 8388357 X X 180634 180634 387265 1812799 387265 1849 32 569748 567931 0 0 0 192 96 96 53611 53611 0 3005 3005 0 2476 7 0 59284 56719 96 442500 442500 501784 56719 442596 67964 511212 726754 682254 682254 4867795 3676268 5532873 704147 2030247 1988212 86458 65009 180241 5437 4777 4777 6390591 6458555 8388357 0 0 X 6390591 6390591 0 0 0 67964 6390591 6458555 6390591 6458555 6390591 67964 0 6458555 0 6458555 BROWN BROTHERS HARRIMAN P 2024-12-31 467811 440275 27536 27536 BROWN BROTHERS HARRIMAN P 2024-12-31 1217019 985250 231769 231769 BROWN ADVISORY INVESTORS 2006-SLP III (TE) LP P 2024-12-31 9802 9802 9802 MPLX LP P 2024-12-31 55 55 55 STEMBERG 2007 CRUT INVESTMENT TRUST P 2024-12-31 2097 2097 2097 SUN CAPITAL PARTNERS V LP P 2024-12-31 31 31 31 BC VII PRIVATE INVESTORS LLC P 2024-12-31 11398 11398 11398 MPLX LP 1231 P 2024-12-31 6 -6 -6 STEMBERG 2007 CRUT INVESTMENT TRUST P 2024-12-31 3 -3 -3 CAPITAL GAINS DIVIDENDS P 104586 104586 104586 387265 7106 0 7106 0 7106 13722 0 0 0 13722 0 6616 6616 0 0 0 0 0 0 0 0 0 1 1 0 1 1 MA 1 0 0 0 0 1 N/A BROWN BROTHERS HARRIMAN CO 6177721385 50 POST OFFICE SQUARE BOSTON MA 02110 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 KATHERINE CHAPMAN STEMBERG 6 ALWYNGTON ROAD BROOKLINE MA 02467 TRUSTEE AS REQUIRED 0.00 0 0 0 NONE 0 NONE 0 0 7665947 516129 183608 8365684 0 0 8365684 125485 8240199 412010 412010 7106 7106 404904 0 404904 0 404904 442596 0 442596 404904 132564 0 0 442596 132564 0 0 310032 0 0 0 0 0 0 0 0 94872 0 0 0 KATHERINE CHAPMAN STEMBERG X BOSTON ARTS ACADEMY 45 TEMPLE PLACE 4TH FLOOR BOSTON MA 02111 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 25000 BOSTON SYMPHONY ORCHESTRA 297 WEST STREET LENOX MA 01240 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 50000 BOYS AND GIRLS CLUB OF BOSTON 50 CONGRESS STREET BOSTON MA 02109 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 10000 BREAST CANCER RESEARCH FOUNDATION 28 WEST 44TH STREET SUITE 609 NEW YORK NY 10036 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 10000 BRIGHAM AND WOMEN'S HOSPITAL 75 FRANCIS STREET BOSTON MA 02115 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 15000 BROOKLINE MUSIC SCHOOL 25 KENNARD RD BROOKLINE MA 02445 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 2500 BUZZARDS BAY COALITION 114 FRONT STREET NEW BEDFORD MA 02740 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 1000 CATHOLIC SCHOOLS FOUNDATION 67 BATTERYMARCH ST 6TH FLOOR BOSTON MA 02110 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 5000 COUTRY CLUB EMPLOYEE EDUCATION FUND INC 191 CLYDE STREET CHESTNUT HILL MA 024672903 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 15000 ELLEN GIFFORD CAT SHELTER 30 UNDINE STREET BRIGHTON MA 02135 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 1000 FRANCIS OUIMET SCHOLARSHIP FUND 300 ARNOLD PALMER BOULEVARD NORTON MA 02766 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 2500 FUSION ACADEMY 72 MONROE CENTER ST NW SUITE B GRAND RAPIDS MI 49503 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 10000 ISABELLA STEWART GARDNER MUSEUM 280 THE FENWAY BOSTON MA 02115 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 210000 MASSACHUSETTS GENERAL HOSPITAL 165 CAMBRIDGE STREET SUITE 600 BOSTON MA 02114 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 15000 OUR SISTERS SCHOOL 145 BROWNELL AVE NEW BEDFORD MA 02740 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 500 PERKINS SCHOOL FOR THE BLIND 175 NORTH BEACON STREET WATERTOWN MA 02472 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 9000 PLANNED PARENTHOOD LEAGUE OF MA 1055 COMMONWEALTH AVENUE BOSTON MA 02215 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 2500 PRESIDENT AND FELLOWS OF HARVARD MASSACHUSETTS HALL CAMBRIDGE MA 02138 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 15000 STEPS TO SUCCESS INC PO BOX 470421 BROOKLINE MA 02447 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 2500 THE BOSTON FOUNDATION 75 ARLINGTON STREET 3RD FLOOR BOSTON MA 02116 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 15000 THE CARROLL SCHOOL 25 BAKER BRIDGE RD LINCOLN MA 01773 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 1000 THE EMERALD NECKLACE CONSERVANCY 350 JAMAICAWAY BOSTON MA 02130 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 10000 UNIVERSITY OF TORONTO 27 KINGS COLLEGE CIRCLE TORONTO ONTARIO CA M5S 1A1 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 15000 442500 0 14 180634 14 32 18 387265 PARTNERSHIP PASSTHROUGH 523000 1817 14 1817 567931 0 569748 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 192 96 96 INVESTMENTS - CORPORATE BONDS 2030247 1988212 INVESTMENTS - CORPORATE STOCK 3676268 5532873 BENEFICIAL INTEREST IN STEMBERG 2007 CRUT INVESTMENT TRUST AT COST 18399 50493 INVESTMENTS - OTHER AT COST 46610 129748 DISTRIBUTION RECEIVABLE 5437 4777 4777 PARTNERSHIP EXPENSES NONDEDUCTIBLE 689 0 0 OTHER NONDEDUCTIBLE EXPENSES 1780 0 0 INVESTMENT INTEREST EXPENSE 7 7 0 BBH CLASS ACTION PROCEEDS 32 32 32 PARTNERSHIP PASSTHROUGH 1817 0 1817 BBH TRUST FEE 53611 53611 0 BBH FOREIGN TAXES W/H 2958 2958 0 FOREIGN TAXES W/H ON K-1S 47 47 0