2026-02-02T15:49:24-06:00 2025-09-30 333303535 EFPR ADVISORY LLC 100 SOUTH CLINTON AVE SUITE 1500 ROCHESTER NY 14604 990PF 2024-10-01 208111678 LAMPTON FAMILY FOUNDATION INC C/O CAPTRUST LAMP 5854733333 500 LINDEN OAKS SUITE 210 ROCHESTER NY 14625 JAMES J ECKL SECRETARY 5854733333 2026-01-21 1 1 VICTORIA KLEEHAMMER CPA P01612839 5854278900 2026-01-21 2024 2025-03-06 01:10:19Z X 1999799 X 251216 56532 56532 49937 300872 49937 357685 106469 0 0 0 1750 0 1750 16618 16618 0 948 161 0 131 7 124 19447 16786 1874 82500 82500 101947 16786 84374 255738 89683 30285 12461 12461 666196 821906 1257395 465279 552281 547304 143435 174285 182639 1305195 1560933 1999799 0 0 X 0 0 0 0 1305195 1560933 1305195 1560933 1305195 1560933 1305195 255738 0 1560933 0 1560933 PUBLICALLY TRADED SECURITIES P 294727 250935 43792 43792 CAPITAL GAINS DIVIDENDS P 6145 6145 6145 49937 1247 0 1247 0 1247 800 0 0 0 800 0 447 0 0 0 0 0 0 0 0 0 0 1 1 DE 1 0 1 0 0 1 N/A JAMES J ECKL 5854733333 500 LINDEN OAKS SUITE 210 ROCHESTER NY 14625 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ROBERT LAMPTON C/O 500 LINDEN OAKS SUITE 210 ROCHESTER NY 14625 PRESIDENT & DIRECTOR 3.00 0 0 0 PETER H GREAVES-TUNNELL C/O 500 LINDEN OAKS SUITE 210 ROCHESTER NY 14625 TREASURER & DIRECTOR 3.00 0 0 0 JULIE LAMPTON C/O 500 LINDEN OAKS SUITE 210 ROCHESTER NY 14625 VICE PRESIDENT & DIRECTOR 3.00 0 0 0 DEBRA LAMPTON C/O 500 LINDEN OAKS SUITE 210 ROCHESTER NY 14625 DIRECTOR 3.00 0 0 0 JAMES J ECKL C/O 500 LINDEN OAKS SUITE 210 ROCHESTER NY 14625 SECRETARY & DIRECTOR 3.00 0 0 0 NONE 0 NONE 0 0 1829124 53871 0 1882995 0 0 1882995 28245 1854750 92738 92738 1247 1247 91491 0 91491 0 91491 84374 0 84374 91491 0 0 35292 4703 5138 5158 50291 84374 0 0 0 84374 0 7117 7117 43174 0 0 0 0 0 0 0 43174 28175 4703 5138 5158 X HELPMATE INC PO BOX 2263 ASHEVILLE NC 28801 NONE PUBLIC CHARITY CHARITABLE PURPOSES 30000 MUSIC THERAPY RETREATS PO BOX 3536 ASPEN CO 81612 NONE PUBLIC CHARITY CHARITABLE PURPOSES 7500 SOUTHERN APPALACHIAN HIGHLANDS CONSERVANCY 372 MERRIMON AVE ASHEVILLE NC 28801 NONE PUBLIC CHARITY CHARITABLE PURPOSES 15000 RESPONSE HELP FOR SURVIVORS OF DOMESTIC VIOLENCE & SEXUAL ASSAULT 325 E CODY LANE BASALT CO 81621 NONE PUBLIC CHARITY CHARITABLE PURPOSES 30000 82500 0 14 56532 18 49937 0 106469 0 106469 4 INCOME FROM INVESTMENTS IS THE PRIMARY MEANS BY WHICH THE FOUNDATION ACCOMPLISHES ITS CHARITABLE PURPOSE. 0 0 0 0 0 0 0 0 0 0 X X 1 LAMPTON CHARITABLE LEAD ANNUITY TRUST C/O 500 LINDEN OAKS SUITE 210 ROCHESTER NY 14625 251216 X TAX PREPARATION FEES 1750 0 1750 FIXED INCOME FUNDS 552281 547304 COMMON STOCK 405662 692972 EQUITY MUTUAL FUNDS 416244 564423 ALTERNATIVE FUNDS AT COST 174285 182639 DELAWARE FILING FEE 25 0 25 DELAWARE STATUTORY REPRESENTATION 99 0 99 ADR & CUSTODIAN FEE 7 7 0 INVESTMENT MANAGEMENT FEES 16618 16618 0 LAMPTON CHARITABLE LEAD ANNUITY TRUST C/O 500 LINDEN OAKS SUITE 210 ROCHESTER NY 14625 FOREIGN TAXES PAID 161 161 0 FEDERAL TAXES 787 0 0