2024-11-13T10:55:37-06:00 2023-12-31 900751149 THE COLONY GROUP 201 WASHINGTON ST 11TH FLOOR BOSTON MA 02108 990PF 2023-01-01 043344681 MAZAR FAMILY CHARITABLE FOUNDATION TRUST MAZA 6177238200 CO TCG 201 WASHINGTON ST 11TH FL BOSTON MA 02108 BRIAN K MAZAR TRUSTEE 6177238200 2024-11-12 1 0 CHERYL L STELLJES P00472152 6177238200 2024-11-12 2023 2024-10-15 13:58:12Z X 21623886 X 2794411 87 87 183557 183557 -3716 520825 0 2974339 183644 0 0 0 1265 0 1265 3000 1500 0 11269 11269 0 3494 3494 0 9994 0 0 29022 16263 1265 605627 605627 634649 16263 606892 2339690 167381 1 900952 361991 361991 97574 169714 8338527 5500000 5000000 5500000 5500000 4738288 5137728 7423368 10736815 11169433 21623886 0 0 X 10736815 11169433 0 0 0 0 10736815 11169433 10736815 11169433 10736815 2339690 0 13076505 1907072 11169433 KONINKLIJKE PHILIPS P 2021-05-11 2023-06-09 1 -1 -1 VANGUARD SHORT-TERM BOND P 2023-01-01 2023-11-30 13487 13487 0 0 VANGUARD SHORT-TERM BOND P 2022-01-01 2023-11-30 486513 511053 -24540 -24540 CAPITAL GAINS DIVIDENDS P 20825 20825 20825 -3716 2327 0 2327 0 2327 19889 0 0 0 19889 0 17562 17562 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A STEPHEN T SADLER 6177238200 201 WASHINGTON ST 11TH FL BOSTON MA 02108 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BRIAN MAZAR 50 PLEASANT STREET MENDON MA 01756 TRUSTEE 1.00 0 0 0 ANNE MAZAR 50 PLEASANT STREET MENDON MA 01756 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 500000 500000 14234221 718805 5845520 20798546 0 0 20798546 311978 20486568 1024328 1024328 2327 2327 1022001 0 1022001 0 1022001 606892 500000 1106892 1022001 0 0 613019 52150 665169 1106892 0 0 0 1022001 84891 0 0 750060 0 0 0 0 0 0 0 750060 613019 52150 84891 BRIAN MAZAR ANNE MAZAR X 350ORG 20 JAY ST BROOKLYN NY 11201 NONE PUBLIC GENERAL 1000 AMERICAN HUMANE ASSOCIATION 1400 16TH ST NW WASHINGTON DC 20036 NONE PUBLIC GENERAL 6000 AMERICAN INDIAN COLLEGE FUND 8333 GREENWOOD BLVD DENVER CO 80221 NONE EDUCATIONAL GENERAL 10000 AMERICAN RED CROSS 274 TREMONT ST BOSTON MA 02116 NONE PUBLIC GENERAL 2000 ANIMAL WELFARE INSTITUTE 900 PENNSYLVANIA AVE SE WASHINGTON DC 20003 NONE PUBLIC GENERAL 6000 BEREA COLLEGE 101 CHESTNUT ST BEREA KY 40403 NONE EDUCATIONAL GENERAL 2000 BEST BUDDIES 529 MAIN ST SUITE 202 BOSTON MA 02129 NONE PUBLIC GENERAL 100 BIG BROTHER BIG SISTER 5 MEAR RD HOLBROOK MA 02343 NONE PUBLIC GENERAL 115 BIODIVERSITY WORKS PO BOX 557 EDGARTOWN MA 02539 NONE PUBLIC GENERAL 17500 BIODYNAMIC FARMLAND CONSERVATION TRUST 24 HULST ROAD AMHERST MA 01002 NONE PUBLIC GENERAL 300 CARE 151 ELLIS ST NE ATLANTA GA 30303 NONE PUBLIC GENERAL 15000 CARTER CENTER 453 FREEDOM PKWY ATLANTA GA 30307 NONE PUBLIC GENERAL 1000 CENTER FOR BIOLOGICAL DIVERSITY PO BOX 710 TUCSON AZ 85702 NONE PUBLIC GENERAL 10000 CHARITY NAVIGATOR 139 HARRISTOWN RD GLEN ROCK NJ 07452 NONE PUBLIC GENERAL 100 CHARITY WATCH 3450 NORTH LAKE SHORE DR CHICAGO IL 60657 NONE EDUCATIONAL GENERAL 100 COMMUNITY HARVEST PROJECT 37 WHEELER RD NORTH GRAFTON MA 01536 NONE PUBLIC GENERAL 500 CORNELL SCHOOL OF ORNITHOLOGY 159 SAPSUCKER WOODS RD ITHACA NY 14850 NONE EDUCATIONAL GENERAL 1500 DOCTORS WITHOUT BORDERS 333 7TH AVE NEW YORK NY 10001 NONE PUBLIC GENERAL 12000 EARTHJUSTICE LEGAL DEFENSE 50 CALIFORNIA ST SAN FRANCISCO CA 94111 NONE PUBLIC GENERAL 7500 ENVIRONMENTAL DEFENSE FUND 18 TREMONT ST BOSTON MA 02108 NONE PUBLIC GENERAL 5000 EQUAL JUSTICE INITIATIVE 122 COMMERCE ST MONTGOMERY AL 36104 NONE PUBLIC GENERAL 7500 FEEDING AMERICA 35 EAST WACKER DRIVE CHICAGO IL 60601 NONE PUBLIC GENERAL 7500 FOS FEMINISTA 125 MAIDEN LN NEW YORK NY 10038 NONE PUBLIC GENERAL 20000 GREAT POND FOUNDATION 1 NORTH WATER ST EDGARTOWN MA 02539 NONE PUBLIC GENERAL 12000 GREEN ENERGY CONSUMER ALLIANCE 284 AMORY ST BOSTON MA 02130 NONE PUBLIC GENERAL 566 HUMAN RIGHTS WATCH 350 FIFTH AVE NEW YORK NY 10118 NONE PUBLIC GENERAL 4000 HUMANE FARMING ASSOCIATION PO BOX 3577 SAN RAFAEL CA 94912 NONE PUBLIC GENERAL 4000 INTERNATIONAL RESCUE COMMITTEE 122 EAST 42ND ST NEW YORK NY 10168 NONE PUBLIC GENERAL 10000 ISLAND GROWN INITIATIVE PO BOX 622 VINEYARD HAVEN MA 02568 NONE PUBLIC GENERAL 10000 ISLAND HOUSING TRUST 346 STATE ROAD VINEYARD HAVEN MA 02568 NONE PUBLIC GENERAL 10000 JANE GOODALL INSTITUTE 1595 SPRING HILL RD VIENNA VA 22182 NONE PUBLIC GENERAL 4000 LOST SIERRA FOOD PROJECT PO BOX 1494 QUINCY CA 95971 NONE PUBLIC GENERAL 1500 MARTHA'S VINEYARD HOUSING FUND 346 STATE ROAD VINEYARD HAVEN MA 02568 NONE PUBLIC GENERAL 12000 MASSACHUSETTS AUDUBON SOCIETY 6 BEACON ST BOSTON MA 02108 NONE PUBLIC GENERAL 3500 METACOMET LAND TRUST PO BOX 231 FRANKLIN MA 02038 NONE PUBLIC GENERAL 7500 MSPCC 99 SUMMER ST BOSTON MA 02110 NONE PUBLIC GENERAL 1000 NATIVE PLANT TRUST 180 HEMENWAY RD FRAMINGHAM MA 01701 NONE PUBLIC GENERAL 3000 NATURE CONSERVANCY 4245 NORTH FAIRFAX DR ARLINGTON VA 22203 NONE PUBLIC GENERAL 30000 NEWPORT FESTIVALS FOUNDATION PO BOX 650 ESSEX MA 01929 NONE PUBLIC GENERAL 250 OSA CONSERVATION 1300 I ST NW SUITE 400E 9996 WASHINGTON DC 20005 NONE PUBLIC GENERAL 250000 PATHFINDER INTERNATIONAL 9 GALEN ST WATERTOWN MA 02472 NONE PUBLIC GENERAL 20000 POPULATION COUNCIL 1 DAG HAMMARSKJOLD PLAZA NEW YORK NY 10017 NEW YORK NY 10017 NONE PUBLIC GENERAL 500 RAINFOREST ACTION NETWORK 425 BUSH ST SAN FRANCISCO CA 94108 NONE PUBLIC GENERAL 1000 SAVE THE CHILDREN 54 WILTON RD WESTPORT CT 06880 NONE PUBLIC GENERAL 20000 STUDENT CONSERVATION ASSOCIATION 4245 NORTH FAIRFAX DR ARLINGTON VA 22203 NONE PUBLIC GENERAL 3500 TRUSTEES OF RESERVATIONS 464 ABBOTT AVENUE LEOMINSTER MA 01453 NONE PUBLIC GENERAL 2500 UNICEF 125 MAIDEN LANE NEW YORK NY 10038 NONE PUBLIC GENERAL 20000 UNION OF CONCERNED SCIENTISTS 2 BRATTLE SQ CAMBRIDGE MA 02138 NONE PUBLIC GENERAL 8000 VERMONT COMMUNITY GARDEN NETWORK 12 NORTH ST BURLINGTON VT 05401 NONE PUBLIC GENERAL PURPOSE 300 VINEYARD CONSERVATION SOCIETY LAMBERTS COVE ROAD VINEYARD HAVEN MA 02568 NONE PUBLIC GENERAL 1500 WBUR BOSTON UNIVERSITY 890 COMMONWEALTH AVENUE BOSTON MA 02215 NONE PUBLIC GENERAL 10000 WCAIWNAN 3 WATER ST WOODS HOLE MA 02543 NONE PUBLIC GENERAL 1000 WGBH-TV ONE GUEST ST BOSTON MA 02135 NONE PUBLIC GENERAL 10000 WIKIMEDIA FOUNDATION 1 MONTGOMERY STREET SAN FRANCISCO CA 94104 NONE PUBLIC GENERAL 100 WOODS HOLE OCEANOGRAPHIC INSTITUTE 86 WATER ST WOODS HOLE MA 02543 NONE PUBLIC EDUCATIONAL 1000 WOODWELL CLIMATE RESEARCH CENTER 149 WOODS HOLE RD FALMOUTH MA 02540 NONE PUBLIC GENERAL 1000 WORLD MEDIA FOUNDATION - LIVING ON EARTH 20 HOLLAND ST SOMERVILLE MA 02144 NONE PUBLIC GENERAL 206 SALVATION ARMY 25 SHAWMUT RD CANTON MA 02021 NONE PUBLIC GENERAL 50 ANTHONY ROGIER SPORT FOUNDATION CORP 9 HARTWELL ST DORCHESTER MA 02121 NONE PUBLIC GENERAL 1000 VINEYARD PRESERVATION TRUST 99 MAIN ST EDGARTOWN MA 02539 NONE PUBLIC GENERAL 7500 MENDON HISTORICAL SOCIETY MUSEUM 15 HASTINGS ST MENDON MA 01756 NONE PUBLIC GENERAL 128 BIKE MS 4200 INNSLAKE DRIVE SUITE 301 GLEN ALLEN VA 23060 NONE PUBLIC GENERAL 212 UMASS CHAN MEDICAL SCHOOL FOUNDATION INC 333 SOUTH STREET SHREWSBURY MA 01545 NONE PUBLIC GENERAL 100 605627 0 14 87 14 183557 18 -3716 0 179928 0 179928 0 0 0 0 0 0 0 0 0 0 X X 1 JAKE MAZAR 1050 BAY ROAD AMHERST MA 01002 2794411 X 1 2698 SHARES OF APPLE INC 404309 2023-02-21 1 50 SHARES OF CHIPOTLE MEXICAN GRL 1589 2023-02-21 1 2672 SHARES OF WATERS CORP 863951 2023-02-21 1 74.702 SHARES OF INVESCO MSCI SUSTAINABLE FUTURE ETF 3669 2023-03-09 1 1993 SHARES OF SPDR S&P EMERGING MRKT SMALL CAP ETF 93830 2023-02-21 1 1928 SHARES OF VANGUARD EMERGING MARKETS STOCK INDEX FUND 78036 2023-02-21 1 2673 SHARES OF VANGUARD TOTAL STOCK MARKET INDEX FUND ETF 540146 2023-02-21 1 714.818 SHARES OF VANGUARD 500 INDEX FD 259179 2023-03-09 1 3100 SHARES OF VGRD STC ETF DV 236561 2023-03-09 1 548.894 SHARES OF T. ROWE PRICE EMERGING MARKETS STOCK 19058 2023-03-09 1 5984.591 SHARES OF T. ROWE PRICE NEW HORIZONS 294083 2023-03-09 TAX PREPARATION FEES 3000 1500 0 THE FOUNDATION IS PURCHASING MOUNTAIN TERRAIN IN THE PROVINCE OF PUNTARENAS, COSTA RICA DEDICATED TO WILDLIFE PROTECTION AND PRESERVATION. 500000 BANCO SANTANDER SA ADR - 548 SHS 947 2269 CONSOLIDATED EDISON INC - 400 SHS 14832 36388 FASTENAL CO - 532 SHS 4619 34458 KONINKLIJKE PHILIPS ELECTRS ADR - 328 SHS 6546 7652 MARATHON OIL CORP - 133 SHS 2572 3213 PAYCHEX INC - 770 SHS 21229 91715 SCHLUMBERGER LTD - 267 SHS 16092 13895 SEI INVESTMENTS CO - 800 SHS 14800 50840 WATERS CORP., 20,000 SHS 15936 6584600 APPLE INC - 2,698 SHS 53364 519446 CHIPOTLE MEXICAN GRL - 50 SHS 18777 114348 WATERS CORP - 2,672 SHS 0 879703 AMER FDS EUROPACIFIC GROWTH FD - 9,541.801 SHS AT COST 436150 522509 AMER FDS SMALL CAP WORLD FUND - 15,490.982 SHS AT COST 707073 1048739 PORTFOLIO 21 GLOBAL EQUITY FUND - 3,606.561 SHS AT COST 141341 206476 TRP INT'L STOCK FUND - 422.942 SHS AT COST 4356 8078 TRP NEW ERA FUND - 312.508 SHS AT COST 11944 11638 VANGUARD 500 INDEX FD - 3,417.247 SHS AT COST 661584 1503555 VANGUARD SHORT-TERM BOND FD - 143,764.505 SHS AT COST 1495152 1452022 VANGUARD VALUE INDEX - 21,365.773 SHS AT COST 907948 1245411 T. ROWE PRICE EMERGING M - 555.033 SHS AT COST 18436 19221 T. ROWE PRICE NEW HORIZO - 5,984.591 SHS AT COST 8150 336454 INVESCO MSCI SUSTAINABLE - 75.4268 SHS AT COST 3023 3563 SPDR S&P EMERGING MRKT - 1,993 SHS AT COST 92908 112525 VANGUARD FTSE EMERGING - 1,928 SHS AT COST 80401 79241 VANGUARD TOTAL STOCK - 2,673 SHS AT COST 325155 634089 VGRD STC ETF DV - 3,100 SHS AT COST 244107 239847 LEGAL FEES 1265 0 1265 TIMING DIFFERENCES 346 DIFFERENCE BETWEEN COST AND FAIR MARKET VALUE OF SECURITIES DONATED 1906726 MASSACHUSETTS FILING FEE 70 0 0 COSTA RICA TRAVEL EXPENSES 9924 0 0 ASSET MANAGEMENT FEES 11269 11269 0 FOREIGN TAXES 3494 3494 0