2024-11-13T12:41:09-06:00 2023-12-31 850455053 SWAIN & GRIECO LLC 2050 BOTULPH ROAD SUITE A SANTA FE NM 87505 990PF 2023-01-01 141808971 THE LEMPERT FAMILY FOUNDATION LEMP 2032532388 41 ESTRADA MAYA SANTA FE NM 87506 NORBERT LEMPERT PRESIDENT 2032532388 2024-11-07 1 1 MICHAEL D SWAIN CPA P00120406 5059883770 2023 2024-10-15 13:58:12Z X 170295 X 75000 10 10 10 3040 3040 3040 0 0 78050 3050 3050 0 0 0 0 92 0 0 0 150 0 0 0 242 0 0 0 38560 38560 38802 0 0 38560 39248 3050 3050 109682 148588 148588 71654 71404 21707 4355 4355 181336 219992 170295 0 0 X 181336 219992 181336 219992 181336 219992 181336 39248 0 220584 592 219992 42 0 42 0 42 0 0 42 0 42 0 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 1 0 0 0 1 N/A NORBERT LEMPERT 2032532388 41 ESTRADA MAYA SANTA FE NM 87506 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 NORBERT LEMPERT 41 ESTRADA MAYA SANTA FE NM 87506 PRESIDENT 0.00 0 0 0 MILO LEMPERT 3330 SACRAMENTO STREET SAN FRANCISCO CA 94118 DIRECTOR 0.00 0 0 0 RAINER LEMPERT 1846 39TH AVENUE SAN FRANCISCO CA 94122 VICE PRESIDENT 0.00 0 0 0 NONE 0 NONE 0 PHILANTHROPY 33560 0 71529 129135 0 200664 0 0 200664 3010 197654 9883 X 38560 0 38560 X 3050 5615 1652 3571 13888 2593 4773 1404 3035 11805 38560 70330 73560 30180 212630 0 0 0 0 0 38560 70330 73560 30180 212630 0 0 6589 6105 6429 6713 25836 0 0 0 0 X LEMPERT FAMILY FOUNDATION 41 ESTRADA MAYA SANTA FE NM 87506 6099788600 NL@LEMPERT.ORG RESTRICTIONS OF AWARDS: GRANTS ARE RESTRICTED TO QUALIFYING 501(C)(3) ORGANIZATIONS. SEE STATEMENT FOR LINE 2A. SEE STATEMENT FOR LINE 2A. PLANNED PARENTHOOD 730 ST MICHAELS DR SANTA FE NM 87505 CHARITABLE CONTRIBUTION 1500 FOOD BANK OF THE HUDSON VALLEY 195 HUDSON ST CORNWALLONHUDSON NY 12520 CHARITABLE CONTRIBUTION 2500 HIAS 1300 SPRING STREET SILVER SPRING MD 20910 CHARITABLE CONTRIBUTION 25060 LITERACY VOLUNTEERS OF SANTA FE 6401 RICHARDS AVE SANTA FE NM 87508 CHARITABLE CONTRIBUTION 1500 CONGREGATION BEIT TIKVA PO BOX 24094 SANTA FE NM 87505 CHARITABLE CONTRIBUTION 3000 SAVE THE CHILDREN 501 KINGS HIGHWAY EAST FAIRFIELD CT 06825 CHARITABLE CONTRIBUTION 5000 38560 0 14 10 14 3040 0 3050 0 3050 0 0 0 0 0 0 0 0 0 0 X X 1 NORBERT LEMPERT 41 ESTRADA MAYA SANTA FE NM 87506 75000 X ANNALY CAPITAL MANAGEMENT 31886 10169 FRANKLIN BSP REALTY TRUST 14518 11538 LEHMAN CAPITAL TRUST 25000 0 OTHER DECREASES 592 INVESTMENT FEES 150 0 0 0 TAXES PAID 92 0 0 0