2024-07-30T12:11:13-07:00 2023-12-31 473103489 Camerlengo & Associates 107 Audubon Road Bldg 2 Ste 110 Wakefield MA 01880 990PF 2023-01-01 046579206 ROBERT I LAPPIN CHARITABLE FOUNDATION ROBE 9787404428 100 CUMMINGS CENTER 220-G BEVERLY MA 01915 DEBORAH COLTIN Trustee 2024-07-30 true true JOSEPH TRAINOR P02264599 7814381416 2023 2024-08-08 14:25:15Z X 0 X 910461 X 6 6 6 570292 570292 570292 -188516 20664562 22709 22709 1314952 593007 570298 4025 296951 296951 16897 11564 2366 9973 330212 308515 0 1031470 1031470 1361682 308515 1031470 -46730 284492 570298 49732 1276 6443 6449 43447 12322 9200 6307 3122 19919896 22630730 20025825 22641577 0 11638 660 907 11638 1567 X 20014187 22640010 20014187 22640010 20025825 22641577 20014187 -46730 2672553 22640010 22640010 VARIOUS FIDELITY P 2020-01-01 2023-12-31 405621 413160 -7539 -7539 VARIOUS FIDELITY P 2023-01-01 2023-12-31 20184616 20403759 -219143 -219143 VARIOUS FIDELITY P 2023-12-18 2023-12-18 3011 3011 3011 VARIOUS GREENHOUSE P 2023-01-01 2023-12-31 23582 -23582 -23582 VARIOUS GREENHOUSE P 2020-01-01 2023-12-31 16189 16189 16189 VARIOUS WELLINGTON GLOBAL P 2023-01-01 2023-12-31 27335 27335 27335 VARIOUS WELLINGTON GLOBAL P 2020-01-01 2023-12-31 12577 -12577 -12577 VARIOUS WELLINGTON ARCHIPELAGO P 2020-01-01 2023-12-31 27790 27790 27790 COMPUTER EQUIPMENT P 2008-06-01 2023-12-31 4754 4754 Wash Sale 17349 -171167 -195030 3954 3954 3954 3104 3104 X 57 907 0 false false false false false false false false true true false false false false true N/A DEBORAH COLTIN 9787404428 100 CUMMINGS CENTER BEVERLY MA 01915 false false false false false false false false false false false false false false false false false false false false false false DEBORAH COLTIN 100 CUMMINGS CENTER 220-G BEVERLY MA 01915 Trustee 40.00 0 ANDREW LAPPIN 100 CUMMINGS CENTER 220-G BEVERLY MA 01915 Trustee 0.00 0 NONE PRIME BUCHHOLZ 273 CORPORATE DRIVE PORTSMOUTH NH 03801 INVESTMENT CONSULTING 75000 SHETLAND INVESTMENTS 100 CUMMINGS CENTER BEVERLY MA 01915 INVESTMENT CONSULTING 156850 19612718 1431374 0 21044092 0 21044092 315661 20728431 1036422 1036422 3954 3954 1032468 1032468 1032468 1031470 1031470 1032468 282855 77327 360182 1031470 0 1031470 998 998 359184 0 281857 77327 77327 DEBORAH COLTIN 100 CUMMINGS CENTER 220-G BEVERLY MA 01915 9787404428 FORMS SHOULD BE SUBMITTED IN A WORD DOCUMENT WITH THE AMOUNT OF THE CONTRIBUTION REQUESTED AND THE PURPOSE FOR WHICH THE CONTRIBUTION WOULD BE UTILIZED. NONE NONE OPENDOR MEDIA 11110 W OAKLAND PARK BOULEVARD SUNRISE FL 33351 501(C)(3) FOR ONGOING OPERATIONS 15000 EPSTEIN HILLEL 6 COMMUNITY ROAD MARBLEHEAD MA 01945 501(C)(3) FOR ONGOING OPERATIONS 1300 NSJCC 240 LYNNFIELD STREET PEABODY MA 01960 501(C)(3) FOR ONGOING OPERATIONS 920 JEWISH JOURNAL PO BOX 2089 SALEM MA 01970 501(C)(3) FOR ONGOING OPERATIONS 900 JCRC OF GREATER BOSTON 126 HIGH STREET BOSTON MA 02110 501(C)(3) FOR ONGOING OPERATIONS 1800 LAPPIN FOUNDATION 100 CUMMINGS CENTER BEVERLY MA 01915 501(C)(3) FOR ONGOING OPERATIONS 1000000 JEWISH NEWS SERVICES 9450 SW GEMINI DR BEAVERTON OR 97008 501(C)3 FOR ONGOING OPERATIONS 10000 SSU FOUNDATION 352 LAFAYETTE STREET SALEM MA 01970 501(C)3 FOR ONGOING OPERATIONS 250 TEMPLE AMANU-EL 393 ATLANTIC AVENUE MARBLEHEAD MA 01945 501(C)3 FOR ONGOING OPERATIONS 1000 TEMPLE NER TAMID 368 LOWELL STREET PEABODY MA 01960 501(C)3 FOR ONGOING OPERATIONS 300 1031470 14 6 14 570292 14 22709 -188516 593007 -188516 404491 8 TO FUND CHARITABLE PROGRAMS 11 TO FUND CHARITABLE PROGRAMS false false false false false false false false false false ACCOUNTING FEES 4025 0 0 0 CANON IRC-5540I COLOR COPIER 2021-05-03 3495 1817 200DB 0.1920 671 DELL XPS 17 9710 2021-08-23 2958 1539 200DB 0.1920 568 OFFICER FURNITURE 2021-10-22 5869 3478 200DB 0.1920 1127 Machinery and Equipment 3495 2488 1007 Miscellaneous 8827 6712 2115 FIDELITY 16721985 18360797 GREENHOUSE LONG ONLY 1105749 1263864 WELLINGTON ARCHIPELAGO 1024005 1663108 WELLINGTON GLOBLA RESEARCH 1068157 1342961 BANK FEES 88 D&O INSURANCE 1305 MOVING & STORAGE 8580 Other Investment Income 22709 22709 Wash Sale 17349 INVESTMENT CONSULTING 75000 75000 0 0 MANAGEMENT FEE 11128 11128 0 0 MANAGEMENT FEE 12700 12700 0 0 MANAGEMENT FEE 156850 156850 0 0 MANAGEMENT FEE 17760 17760 0 0 MANAGEMENT FEE 23513 23513 0 0 FEDERAL INCOME TAX 5276 FEDERAL INCOME TAX PENALTY 57 FOREIGN TAXES PAID 11564 11564