2025-11-21T09:51:36-06:00 2024-12-31 900751149 FOCUS PARTNERS WEALTH LLC 201 WASHINGTON ST 11TH FLOOR BOSTON MA 02108 990PF 2024-01-01 043344681 MAZAR FAMILY CHARITABLE FOUNDATION TRUST MAZA 6177238200 CO FPW 201 WASHINGTON ST 11TH FL BOSTON MA 02108 BRIAN K MAZAR TRUSTEE 6177238200 2025-11-04 1 0 CHERYL L STELLJES P00472152 6177238200 2025-10-30 2024 2025-03-06 01:10:19Z X 22789215 X X 151 151 240498 240371 2287522 4462911 2287522 2528171 2528044 0 0 0 2555 0 2555 3000 1500 0 11916 11916 0 3893 3893 0 18620 0 0 39984 17309 2555 612144 612144 652128 17309 614699 1876043 2510735 361991 1539552 1539552 169714 93668 6902648 6000000 5500000 6000000 6000000 5137728 5411589 8347015 11169433 13044809 22789215 0 0 X 11169433 13044809 0 0 0 0 11169433 13044809 11169433 13044809 11169433 1876043 0 13045476 667 13044809 SCHWAB #0787 - DETAILS AVAILABLE UPON REQUEST P 2024-01-01 2024-12-31 33712 33308 404 404 SCHWAB #0787 - DETAILS AVAILABLE UPON REQUEST P 2023-01-01 2024-12-31 2604562 2120188 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COSTA RICA DEDICATED TO WILDLIFE PROTECTION AND PRESERVATION. 500000 BANCO SANTANDER SA ADR - 548 SHS 947 2499 CONSOLIDATED EDISON INC - 400 SHS 14832 35692 FASTENAL CO - 532 SHS 4619 38256 KONINKLIJKE PHILIPS ELECTRS ADR - 339 SHS 6535 8583 PAYCHEX INC - 770 SHS 21229 107969 SCHLUMBERGER LTD - 267 SHS 16092 10237 SEI INVESTMENTS CO - 800 SHS 14800 65984 WATERS CORP., 20,000 SHS 12111 5638896 WATERS CORP - 2,672 SHS 0 991259 CONOCOPHILLIPS - 33 SHS 2503 3273 AMER FDS EUROPACIFIC GROWTH FD - 10,205.2090 SHS AT COST 472983 548836 AMER FDS SMALL CAP WORLD FUND - 13,324.9170 SHS AT COST 548968 917687 PORTFOLIO 21 GLOBAL EQUITY FUND - 3,606.561 SHS AT COST 169737 222184 TRP INT'L STOCK FUND - 422.942 SHS AT COST 4356 8264 TRP NEW ERA FUND - 312.508 SHS AT COST 11944 11613 VANGUARD 500 INDEX FD - 3,417.247 SHS AT COST 661584 1854745 VANGUARD VALUE INDEX - 21,365.773 SHS AT COST 907948 1410996 T. ROWE PRICE NEW HORIZO - 5,984.591 SHS AT COST 8150 334000 VANGUARD TOTAL STOCK - 2,673 SHS AT COST 325155 774662 BAIRD AGGREGATE BOND INS - 117,349.5290 SHS AT COST 1148692 1132423 HARBOR CORE BOND RETIREM - 129,474.2170 SHS AT COST 1152072 1131605 LEGAL FEES 2555 0 2555 TIMING DIFFERENCES 667 COSTA RICA TRAVEL EXPENSES 6767 0 0 REAL ESTATE TAXES 11853 0 0 ASSET MANAGEMENT FEES 11916 11916 0 FOREIGN TAXES 3893 3893 0