2026-07-20T09:35:34-07:00 2025-12-31 473103489 Camerlengo & Associates 107 Audubon Road Bldg 2 Ste 110 Wakefield MA 01880 990PF 2025-01-01 046579206 ROBERT I LAPPIN CHARITABLE FOUNDATION ROBE 9787404428 100 CUMMINGS CENTER 220-G BEVERLY MA 01915 DEBORAH COLTIN Trustee 2026-07-20 true Joseph Trainor P02264599 7814381416 X 2025 2025-03-06 01:10:19Z X 26273920 X 263712 6 6 6 714198 714198 714198 701917 3912299 701917 396214 1679833 1416121 1110418 4000 287452 287452 44006 14446 1332 1745 338535 301898 0 1262116 1262116 1600651 301898 1262116 79182 1114223 1110418 11676 73668 73668 6456 6462 6462 12322 11952 1702 370 370 24282025 26193420 26193420 24301859 26273920 26273920 0 X 24301859 26273920 24301859 26273920 24301859 26273920 24301859 79182 1892879 26273920 26273920 VARIOUS FIDELITY P 2025-01-01 2025-12-31 918346 922233 -3887 -3887 VARIOUS FIDELITY P 2022-01-01 2025-12-31 2316968 2288149 28819 28819 VARIOUS FIDELITY P 2022-01-01 2025-12-31 156545 156545 156545 VARIOUS GREENHOUSE P 2025-01-01 2025-12-31 22037 22037 22037 VARIOUS GREENHOUSE P 2022-01-01 2025-12-31 103467 103467 103467 VARIOUS WELLINGTON RESEARCH P 2025-01-01 2025-12-31 120010 120010 120010 VARIOUS WELLINGTON RESEARCH P 2022-01-01 2025-12-31 16872 16872 16872 VARIOUS WELLINGTON EQUITY P 2022-01-01 2022-12-31 258054 258054 258054 701917 396214 15488 15488 15488 18440 18440 X 88 2864 2864 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 164300 25023758 352614 0 25376372 0 25376372 380646 24995726 1249786 1249786 15488 15488 1234298 1234298 1234298 1262116 1262116 1234298 1262116 0 1234298 27818 27818 0 27818 27818 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 PC FOR ONGOING OPERATIONS 5000 JEWISH JOURNAL PO BOX 2089 SALEM MA 01970 PC FOR ONGOING OPERAITONS 5000 NSJCC 240 LYNNFIELD STREET PEABODY MA 01960 PC FOR ONGOING OPERATIONS 750 LAPPIN FOUNDATION 100 CUMMINGS CENTER BEVERLY MA 01915 PC FOR ONGOING OPERATIONS 655000 JEWISH NEWS SERVICES 9450 SW GEMINI DR BEAVERTON OR 97008 PC FOR ONGOING OPERATIONS 15000 TEMPLE NER TAMID 368 LOWELL STREET PEABODY MA 01960 PC FOR ONGOING OPERATIONS 366 VANGUARD CHARITABLE ENDOWMENT 2670 WARWICK AVENUE WARWICK RI 02889 PC FOR ONGOING OPERATIONS 575000 NEW ENGLAND MARCH OF THE LIVING 100 POND STREET SHARON MA 02067 PC FOR ONGOING OPERATIONS 1000 YAD CHESED 333 NAHANTON STREET NEWTON MA 02459 PC FOR ONGOING OPERATIONS 5000 1262116 14 6 14 714198 701917 714204 701917 1416121 8 TO FUND CHARITABLE PROGRAMS false false false false false false false false false false X X 1 LAPPIN FAMILY 2019 TRUST 100 CUMMINGS CENTER BEVERLY MA 01915 233591 X 2 ROBERT I LAPPIN 100 CUMMINGS CENTER BEVERLY MA 01915 18103 X 3 MARION LAPPIN ESTATE 100 CUMMINGS CENTER BEVERLY MA 01915 12018 X ACCOUNTING FEES 4000 0 0 0 CANON IRC-5540I COLOR COPIER 2021-05-03 3495 2891 200DB 0.1152 403 DELL XPS 17 9710 2021-08-23 2958 2448 200DB 0.1152 341 OFFICER FURNITURE 2021-10-22 5869 5281 200DB 0.1152 588 Furniture and Fixtures 370 Machinery and Equipment 3495 3294 201 Miscellaneous 8827 8658 169 FIDELITY 19189630 20446969 20446969 GREENHOUSE LONG ONLY 1574574 1617273 1617273 WELLINGTON GLOBAL EQUITY 1900454 2145268 2145268 WELLINGTON GLOBAL RESEARCH 1617367 1983910 1983910 BANK FEES 190 D&O INSURANCE 1305 OFFICE EXPENSE 250 FIDELITY MANAGEMENT FEE 130 130 0 0 GREENHOUSE MANAGEMENT FEE 1003 1003 0 0 GREENHOUSE MANAGEMENT FEE 15444 15444 0 0 INVESTMENT CONSULTING 164300 164300 0 0 INVESTMENT CONSULTING 75000 75000 0 0 OTHER INVESTMENT EXPENSE 26871 26871 0 0 WELLINGTON GLOBAL RESEARCH MGMT FEE 4704 4704 0 0 FEDERAL INCOME TAX 29560 FOREIGN TAXES PAID 14446 14446