2025-07-30T14:40:25-05:00 2024-12-31 260058143 CAPFINANCIAL PARTNERS LLP 4208 SIX FORKS ROAD RALEIGH NC 276095734 990PF 2024-01-01 043388562 ALAN D AND SUSAN LEWIS SOLOMONT FAMILY FOUNDATION ALAN 6174882700 ONE LIBERTY SQ 13FL BOSTON MA 02109 ALAN D SOLOMONT TRUSTEE 6174882700 2025-07-29 1 1 ANDREW S KULESZKA P00545548 6174882700 2024 2025-03-06 01:10:19Z X 432435 X 62414 157 157 9268 9268 80674 222535 80674 152513 90099 0 0 0 2228 2228 0 42 42 0 35 35 0 2305 2305 0 114545 114545 116850 2305 114545 35663 87794 -34628 22402 22402 9746 6594 6594 125 325 325 142509 124094 403114 117752 153415 432435 0 0 X 0 0 0 0 117752 153415 117752 153415 117752 153415 117752 35663 0 153415 0 153415 SCHWAB X8667 P 19750 18342 1408 1408 SCHWAB X8667 P 202776 123519 79257 79257 EASTERN BANKSHARES INC P 2022-11-21 2024-07-17 9 9 9 80674 1220 0 1220 0 1220 1901 0 1500 0 3401 0 2181 2181 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 1 0 0 1 N/A GARY P SAVAGE 6174882700 ONE LIBERTY SQ 13FL BOSTON MA 02109 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SUSAN LEWIS SOLOMONT ONE LIBERTY SQ 13FL BOSTON MA 02109 TRUSTEE 0.00 0 0 0 ALAN D SOLOMONT ONE LIBERTY SQ 13FL BOSTON MA 02109 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 323823 54062 0 377885 0 0 377885 5668 372217 18611 18611 1220 1220 17391 0 17391 0 17391 114545 0 114545 17391 0 0 272935 326686 317827 100287 109479 1127214 114545 0 0 0 17391 97154 0 0 1224368 0 0 0 0 0 0 272935 951433 326686 317827 100287 109479 97154 SUSAN LEWIS SOLOMONT ALAN D SOLOMONT X ABRAHAM INITIATIVES 1460 BROADWAY NEW YORK NY 10036 NONE PUBLIC UNRESTRICTED 1000 BEAM CENTER 60 SACKETT ST BROOKLYN NY 11231 NONE PUBLIC IMO DANNY KAHN 150 BERKLEE COLLEGE OF MUSIC 1141 BOYLSTON ST BOSTON MA 02216 NONE PUBLIC OUTSTANDING PLEDGE 10000 CITZENS CIRCLE 870 WESTMINSTER ST WESTERLY RI 028912714 NONE PUBLIC UNRESTRICTED 180 COLLEGE OF SOCIAL INNOVATION 89 SOUTH STREET BOSTON MA 02111 NONE PUBLIC UNRESTRICTED 1000 COMBINED JEWISH PHILANTHROPIES 126 HIGH STREET BOSTON MA 02110 NONE PUBLIC ANNUAL 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11 BEACON ST SUITE 722 BOSTON MA 02108 NONE PUBLIC UNRESTRICTED 1000 KENNEDY PRESIDENTIAL LIBRARY FOUNDATION COLUMBIA POINT BOSTON MA 02125 NONE PUBLIC UNRESTRICTED 2500 MONTGOMERY COUNTRY FREE CLINIC 816 MILL ST CRAWFORDSVILLE IN 47933 NONE PUBLIC IMO MARY LOU HUNT 50 MUSEUM OF FINE ARTS BOSTON 465 HUNTINGTON AVE BOSTON MA 02115 NONE PUBLIC UNRESTRICTED 3000 NEW ENGLAND AQUARIUM 1 CENTRAL WHARF BOSTON MA 02110 NONE PUBLIC UNRESTRICTED 1000 NEW ISRAEL FUND 6 E 39TH ST STE 301 NEW YORK NY 10016 NONE PUBLIC UNRESTRICTED 5000 RASHI SCHOOL 8000 GREAT MEADOW RD DEDHAM MA 02026 NONE PUBLIC UNRESTRICTED 180 SALT LICK INCUBATOR 73 SOMERSET ST BELMONT MA 02478 NONE PUBLIC UNRESTRICTED 2000 SPARKSHARE 50 MILK STREET STE 17 BOSTON MA 02109 NONE PUBLIC UNRESTRICTED 1000 TEMPLE BETH ELOHIM 10 BETHEL ROAD WELLESLEY MA 02481 NONE PUBLIC IMO JIM HARPER, LOLA SKIKNET, TBE FUND 100 TEMPLE BETH ELOHIM 10 BETHEL ROAD WELLESLEY MA 02481 NONE PUBLIC IMO PAMELA GOLDBERG'S MOTHER 25 TEMPLE BETH ELOHIM 10 BETHEL ROAD WELLESLEY MA 02481 NONE PUBLIC UNRESTRICTED 100 TEMPLE BETH ELOHIM 10 BETHEL ROAD WELLESLEY MA 02481 NONE PUBLIC UNRESTRICTED 3650 TEMPLE BETH ELOHIM 10 BETHEL ROAD WELLESLEY MA 02481 NONE PUBLIC TBE FUND 10000 TEMPLE BETH ELOHIM 10 BETHEL ROAD WELLESLEY MA 02481 NONE PUBLIC TBE FUND 25 TEREZIN MUSIC FOUNDATION PO BOX 230206 BOSTON MA 02123 NONE PUBLIC UNRESTRICTED 1800 THE HOFFMAN PROCESS 1299 4TH ST SAN RAFAEL CA 94901 NONE PUBLIC GEN 1000 THE HOFFMAN PROCESS 1299 4TH ST SAN RAFAEL CA 94901 NONE PUBLIC GEN 1000 THE LOCAL JOURNALISM PROJECT PO BOX 391 PROVINCETOWN MA 02657 NONE PUBLIC UNRESTRICTED 1500 THE PEOPLE'S PANTRY 5 ST JAMES PL GREAT BARRINGTON MA 01230 NONE PUBLIC IHO MARK BELSKY 50 THE UMBRELLA 555 PLAIN ST BROCKTON MA 02302 NONE PUBLIC UNRESTRICTED 250 TPRTA PO BOX 324 TRURO MA 02666 NONE PUBLIC UNRESTRICTED 85 T'RUAH 266 W 37TH ST ROOM 803 NEW YORK NY 10018 NONE PUBLIC UNRESTRICTED 5000 TRURO CONSERVATION TRUST PO BOX 327 NORTH TRURO MA 02652 NONE PUBLIC UNRESTRICTED 500 TRUSTEES OF TUFTS COLLEGE 150 HARRISON AVE BOSTON MA 02111 NONE PUBLIC TISCH COLLEGE 25000 TRUSTEES OF TUFTS COLLEGE 150 HARRISON AVE BOSTON MA 02111 NONE PUBLIC UNRESTRICTED 5000 UMASS LOWELL ONE BEACON ST 31ST FL BOSTON MA 02108 NONE PUBLIC UNRESTRICTED 5000 UNITED STATES HOLOCAUST MUSEUM 100 RAOUL WALLENBERG PL SW WASHINGTON DC 20024 NONE PUBLIC UNRESTRICTED 6800 UNIVERSITY OF MISSISSIPPI FDN 406 UNIVERSITY AVE OXFORD MS 38655 NONE PUBLIC RAY MABUS FUND 5000 VILNA SHUL 18 PHILLIPS STREET BOSTON MA 02114 NONE PUBLIC UNRESTRICTED 100 114545 0 14 157 14 9268 18 80674 0 90099 0 90099 0 0 0 0 0 0 0 0 0 0 X X 1 ALAN AND SUSAN SOLOMONT C/O CAPTRUST ONE LIBERTY SQ BOSTON MA 02109 106976 X 2 ALAN AND SUSAN SOLOMONT C/O CAPTRUST ONE LIBERTY SQ BOSTON MA 02109 15000 X 1 180 SHS ISHARES CORE S&P 500COST $47,414FMV $106,976 106976 2024-12-23 CAMBRIDGE TR CO 0 0 0 CAPITAL GROUP INTERNATIONAL FOCUS 1040 2030 2122 EASTERN BANKSHARES 0 0 212606 ISHARES 1-3 YEAR TREASURY 485 2468 2459 ISHARES 1-5 YEAR INVESTMENT GRADE 2498 4487 4550 ISHARES CORE MSCI EMERGING 2036 2748 2872 ISHARES CORE S&P 500 ETF 96384 63670 126566 ISHARES CORE US AGGREGATE BOND ETF 11559 16931 16958 ISHARES IBONDS TERM IBTE 1283 0 0 ISHARES IBONDS TERM IBTF 2364 0 0 ISHARES S&P MID CAP 400 1584 0 0 JPMORGAN ACTIVE GROWTH 1043 1949 2350 JPMORGAN LIMITED DURATION BOND 796 0 0 SCHWAB FUNDAMENTAL US LARGE CAP 1393 2789 3102 SPDR BLOOMBERG 1-3 MONTH T BILL 1465 0 0 SPDR DOUBLELINE SHORT DURATION TOTAL RETURN 789 0 0 TECHNOLOGY SELECT SECTOR 922 0 0 VANGUARD FTSE DEVELOPED MARKETS ETF 5022 7596 7842 VANGUARD GROWTH ETF 1423 3721 4925 VANGUARD SHORT TERM BOND ETF 6360 8344 8500 VANGUARD SMALL CAP ETF 1505 3180 3604 VANGAURD SMALL CAP VALUE 569 595 VANGUARD VALUE ETF 2558 3612 4063 FILING FEE 35 35 0 CAPTRUST 2228 2228 0 ALAN D SOLOMONT ONE LIBERTY SQ 13FL BOSTON MA 02109 SUSAN LEWIS SOLOMONT ONE LIBERTY SQ 13FL BOSTON MA 02109 FOREIGN TAXES WITHHELD ON DIVS 42 42 0