2024-11-14T07:32:27-06:00 2023-12-31 260058143 CAPFINANCIAL PARTNERS LLP 4208 SIX FORKS ROAD RALEIGH NC 276095734 990PF 2023-01-01 043388562 ALAN D AND SUSAN LEWIS SOLOMONT FAMILY FOUNDATION ALAN 6174882700 ONE LIBERTY SQ 13FL BOSTON MA 02109 ALAN D SOLOMONT TRUSTEE 6174882700 2024-11-01 1 0 ANDREW S KULESZKA P00545548 6174882700 2023 2024-10-15 13:58:12Z X 364564 X 93764 126 126 8722 8722 1329 35936 1329 103941 10177 0 0 0 3228 3228 0 34 34 0 3262 3262 0 123145 123145 126407 3262 123145 -22466 6915 26826 -34628 -34628 31309 9746 9746 125 125 82083 142509 389321 140218 117752 364564 0 0 X 0 0 0 0 140218 117752 140218 117752 140218 117752 140218 -22466 0 117752 0 117752 SCHWAB X8667 P 10552 10930 -378 -378 SCHWAB X8667 P 23090 21383 1707 1707 ISHARES CORE US P 2022-09-14 2023-09-18 2294 2380 0 0 1329 96 0 96 0 96 1997 0 0 0 1997 0 1901 1901 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 240708 38725 0 279433 0 0 279433 4191 275242 13762 13762 96 96 13666 0 13666 0 13666 123145 0 123145 13666 0 0 323478 272935 326686 317827 100287 1341213 123145 0 0 0 13666 109479 0 0 1450692 0 0 0 0 0 0 323478 1127214 272935 326686 317827 100287 109479 SUSAN LEWIS SOLOMONT ALAN D SOLOMONT X BERKLEE COLLEGE OF MUSIC 1141 BOYLSTON ST BOSTON MA 02216 NONE PUBLIC OUTSTANDING PLEDGE 10000 COMBINED JEWISH PHILANTHROPIES 126 HIGH STREET BOSTON MA 02110 NONE PUBLIC ANNUAL DINNER 1000 COUNCIL OF AMERICAN AMBASSADORS 888 17TH STREET NW SUITE 306 WASHINGTON DC 20006 NONE PUBLIC UNRESTRICTED 1000 FOREIGN POLICY FOR AMERICA 1301 K ST NW SUITE 300W WASHINGTON DC 20005 NONE PUBLIC UNRESTRICTED 1000 FRESHMAN HEAD START PO BOS 81126 WELLESLEY HILLS MA 02481 NONE PUBLIC UNRESTRICTED 100 HOFFMAN INSTITUTE FOUNDATION 1299 FOURTH ST 6TH FL SAN 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OF SOCIAL INNOVATION 89 SOUTH STREET BOSTON MA 02111 NONE PUBLIC UNRESTRICTED 1000 MAMH 50 FEDERAL ST 6TH FL BOSTON MA 02110 NONE PUBLIC ANNUAL DINNER 150 T'RUAH 266 W 37TH ST ROOM 803 NEW YORK NY 10018 NONE PUBLIC UNRESTRICTED 360 SCHWARTZ CENTER FOR COMPASSIONATE CARE 100 CAMBRIDGE ST STE 2100 BOSTON MA 02114 NONE PUBLIC UNRESTRICTED 250 VILNA SHUL 18 PHILLIPS STREET BOSTON MA 02114 NONE PUBLIC UNRESTRICTED 150 UTEC 35 WARRENT STREET LOWELL MA 01852 NONE PUBLIC UNRESTRICTED 500 EMERALD NECKLACE CONSERVANCY 125 FENWAY BOSTON MA 02115 NONE PUBLIC UNRESTRICTED 100 UNITED STATES HOLOCAUST MUSEUM 100 RAOUL WALLENBERG PL SW WASHINGTON DC 20024 NONE PUBLIC UNRESTRICTED 5000 JEWISH ALLIANCE FOR LAW AND SOCIAL ACTION 11 BEACON ST SUITE 722 BOSTON MA 02108 NONE PUBLIC UNRESTRICTED 500 OBAMA FOUNDATION 5235 S HARPER CT STE 1140 CHICAGO IL 60615 NONE PUBLIC UNRESTRICTED 25000 HELPING OUR WOMEN 34 CONWELL ST PROVINCETOWN MA 02657 NONE PUBLIC UNRESTRICTED 2500 LEHRHAUS CENTER FOR JEWISH LIFE AND LEARNING 425 WASHINGTON STREET SOMERVILLE MA 02143 NONE PUBLIC UNRESTRICTED 2500 123145 0 14 126 14 8722 18 1329 0 10177 0 10177 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 151021 X 2 ALAN AND SUSAN SOLOMONT C/O CAPTRUST ONE LIBERTY SQ BOSTON MA 02109 10000 X 1 318 SHS ISHARES CORE S&P 500COST $83,764FMV $151,021 151021 2023-12-22 CAMBRIDGE TR CO 0 0 172598 CAPITAL GROUP INTERNATIONAL FOCUS 0 1040 1146 ISHARES 1-3 YEAR TREASURY 0 485 492 ISHARES 1-5 YEAR INVESTMENT GRADE 0 2498 2564 ISHARES 20 PLS YEAR 1650 0 0 ISHARES CORE MSCI EMERGING 2843 2036 2175 ISHARES CORE S&P 500 ETF 18534 96384 167171 ISHARES CORE US AGGREGATE BOND ETF 10414 11559 11712 ISHARES IBOND DEC 2025 TERM TREASUSRY 0 1283 1280 ISHARES IBONDS DEC 2024 TERM TREASURY 0 2364 2362 ISHARES IBONDS TERM IBTD 3093 0 0 ISHARES IBONDS TERM IBTE 3104 0 0 ISHARES IBONDS TERM IBTF 3102 0 0 ISHARES MSCI USA MIN VOL 2427 0 0 ISHARES MSCI USA MOMENTUM 1951 0 0 ISHARES S&P MID CAP 400 2204 1584 1822 ISHARES ST CORP BOND ETF 3299 0 0 JPMORGAN ACTIVE GROWTH 0 1043 1161 JPMORGAN LIMITED DURATION BOND 0 796 813 SCHWAB FUNDAMENTAL US LARGE CAP 0 1393 1549 SPDR BLOOMBERG 1 3 MONTH T BILL 4850 1465 1462 SPDR DOUBLELINE SHORT DURATION TOTAL RETURN 0 789 796 TECHNOLOGY SELECT SECTOR 1581 922 1347 VANGUARD FTSE DEVELOPED MARKETS ETF 6937 5022 5988 VANGUARD GROWTH ETF 2133 1423 1865 VANGUARD SHORT TERM BOND ETF 8328 6360 6470 VANGUARD SMALL CAP ETF 2267 1505 1707 VANGUARD VALUE ETF 3366 2558 2841 CAPTRUST 3228 3228 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 34 34 0