2025-08-01T16:21:06-05:00 2024-12-31 043473347 JOHN SCHACHTER ASSOCIATES INC 297 NEWBURY STREET BOSTON MA 02115 990PF 2024-08-01 994333407 ROLLY MICHAUX FOUNDATION INC ROLL 6177160300 20 PARK PLAZA STE 1115 BOSTON MA 02116 SCOTT SQUILLACE PRESIDENT 8572930512 2025-07-30 1 1 JOHN A SCHACHTER EA P00242389 6172361915 2025-07-30 2024 2025-03-06 01:10:19Z X X X 4826954 X 4958924 1342 1342 8540 8540 23138 23138 23138 4991944 33020 0 0 0 4665 40 0 4665 40 0 100000 100000 104665 40 100000 4887279 32980 145360 145360 707950 707950 0 931287 926382 0 3102682 3047262 0 4887279 4826954 0 0 X 0 0 0 0 0 4887279 0 4887279 0 4887279 0 4887279 0 4887279 0 4887279 CAPITAL GAINS DIVIDENDS P 23138 23138 23138 23138 458 0 458 0 458 0 0 0 0 0 0 458 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 1 0 0 1 WWW.ROLLYMICHAUXFOUNDATION.ORG THE FOUNDATION 6172361915 C/O JSA 297 NEWBURY ST 4TH FL BOSTON MA 02115 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SCOTT E SQUILLACE 20 PARK PLAZA STE 1115 BOSTON MA 02116 PRESIDENT 0.75 0 0 0 ERICA L FELDBLUM PO BOX 6766 HOLLISTON MA 01746 TREASURER 0.75 0 0 0 NONE 0 NONE 0 0 2361943 946604 0 3308547 0 0 3308547 49628 3258919 68304 68304 458 458 67846 0 67846 0 67846 100000 0 100000 67846 0 0 0 100000 0 0 0 67846 32154 0 0 32154 0 0 0 0 0 0 0 32154 32154 X BOSTON GAY MEN'S CHORUS 539 TREMONT STREET BOSTON MA 02116 NONE PC SUPPORT OF THE ARTS 5000 TWENTY SUMMERS PO BOX 864 PROVINCETOWN MA 02657 NONE PC SUPPORT OF THE ARTS 5000 PROVINCETOWN ART ASSOCIATION AND MUSEUM 460 COMMERCIAL STREET PROVINCETOWN MA 02657 NONE PC SUPPORT OF THE ARTS 5000 PALM SPRINGS PLAZA THEATRE FOUNDATION 1775 EAST PALM CANYON DRIVE PALM SPRINGS CA 92262 NONE PC SUPPORT OF THE ARTS 5000 THE FINE ARTS WORK CENTER 24 PEARL STREET PROVINCETOWN MA 02657 NONE PC SUPPORT OF THE ARTS 5000 PROVINCETOWN COMMONS 46 BRADFORD STREET PROVINCETOWN MA 02657 NONE PC SUPPORT OF THE ARTS 5000 FENWAY HEALTH 1340 BOYLSTON STREET BOSTON MA 02215 NONE PC SUPPORT OF PUBLIC HEALTH 5000 MUSEUM OF FINE ARTS 465 HUNTINGTON AVENUE BOSTON MA 02115 NONE PC SUPPORT OF THE ARTS 5000 AMERICAN FRIENDS OF VERSAILLES 875 NORTH MICHIGAN AVENUE STE 3100 CHICAGO IL 60611 NONE PC SUPPORT OF CULTURE 5000 GLAD LAW 18 TREMONT ST STE 950 BOSTON MA 02108 NONE PC SUPPORT OF THE LGBTQ+ COMMUNITY 5000 ARTSAVL PO BOX 507 ASHEVILLE NC 28802 NONE PC SUPPORT OF THE ARTS 25000 TRANSFORMATION LIFE CENTER 1033 DEMONBREUN STREET STE 300 NASHVILLE TN 37203 NONE PC SUPPORT OF EDUCATION 5000 THE PITCH MEETING 1200 CLINTON STREET STE 215 NASHVILLE TN 37203 NONE NC SUPPORT OF THE ARTS 5000 GORDON JCC 801 PERCY WARNER BLVD NASHVILLE TN 37205 NONE PC SUPPORT OF LOCAL COMMUNITY 5000 OPERATION DELTA DOG 19G CLINTON DR HOLLIS NH 03049 NONE PC SUPPORT OF SERVICE ANIMALS 5000 TENNESSEE EQUALITY PROJECT PO BOX 330875 NASHVILLE TN 37203 NONE PC SUPPORT OF THE LGBTQ+ COMMUNITY 5000 100000 0 14 1342 14 8540 14 23138 0 33020 0 33020 0 0 0 0 0 0 0 0 0 0 X X 1 RONALD J ROLLY ADMINISTRATIVE TRUST 20 PARK PLAZA STE 1115 BOSTON MA 02116 100000 X 2 RONALD R MICHAUX ESTATE 20 PARK PLAZA STE 1115 BOSTON MA 02116 37925 X 3 RONALD R MICHAUX ESTATE 20 PARK PLAZA STE 1115 BOSTON MA 02116 4820999 X 2 JP MORGAN FED MONEY MARKET PREMIER CL 37925 2024-12-12 931287 926382 0 0 ALLSPRING SPECIAL SMALL CAP VALUE INSTL CL AT COST 48940 42355 CALAMOS TIMPANI SMALL CAP GROWTH CL I AT COST 61407 55862 CALAMOS HEDGED EQUITY INCOME CL I AT COST 45125 44350 FIDELITY FOCUSED EMERGING MARKETS CL I AT COST 30338 28606 JANUS HENDERSON ENTERPRISE CL I AT COST 45955 43051 JOHN HANCOCK VAL MID MID CAP CL I AT COST 49579 42570 JPM FEDERAL MONEY MARKET PREMIER CL AT COST 2292096 2292096 LOOMIS SAYLES GROWTH CL Y AT COST 173732 162748 MFS INTL EQUITY CL I AT COST 81060 76351 MFS VALUE CL I AT COST 96330 86223 SPDR S&P 500 ETF AT COST 164014 159414 VICTORYSHARES FREE CASH FLOW ETF AT COST 14106 13636 BANK FEES 40 40 0 CONTRACT SERVICES 4625 0 0 RONALD J ROLLY ADMINISTRATIVE TRUST 20 PARK PLAZA STE 1115 BOSTON MA 02116 RONALD R MICHAUX ESTATE 20 PARK PLAZA STE 1115 BOSTON MA 02116