2024-03-26T14:10:15-05:00 2023-12-31 042442519 EDELSTEIN & COMPANY LLP 160 FEDERAL STREET 9TH FLOOR BOSTON MA 02110 990PF 2023-01-01 043406251 THE PETER AND DEBORAH LAMM FOUNDATION R BRADFORD MALT ET AL TRUSTEES PETE 6179517000 CO ROPES GRAY LLP 800 BOYLSTON BOSTON MA 021993600 R BRADFORD MALT TRUSTEE 6179517000 2024-03-25 1 R BRADFORD MALT 999009999 0 EUGENE BORGONZI P01269879 6172276161 2024-03-25 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 676263 X 153837 4597 4597 9778 9218 -1024 104607 0 167188 13815 0 0 0 4100 2050 2050 3825 3328 497 70 0 70 7995 5378 2617 170750 170750 178745 5378 173367 -11557 8437 148981 139549 139549 54855 0 0 328710 536714 536714 532546 676263 676263 0 0 X 532546 676263 0 0 0 0 532546 676263 532546 676263 532546 -11557 155274 676263 0 676263 SALE OF PUBLICY TRADED SECURITIES 104607 105631 -1024 -1024 -1024 117 0 117 0 117 1620 0 0 0 1620 0 1503 1503 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A ROPES WEALTH ADVISORS 8572552100 800 BOYLSTON STREET BOSTON MA 021993600 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PETER LAMM 29 OCEAN VIEW HIGHWAY WESTERLY RI 02891 TRUSTEE 1.00 0 0 0 DEBORAH LAMM 29 OCEAN VIEW HIGHWAY WESTERLY RI 02891 TRUSTEE 0.25 0 0 0 R BRADFORD MALT 62 BEACON ST APT 1 BOSTON MA 02108 TRUSTEE 0.25 0 0 0 ERIC LAMM 10 WATERSIDE PLAZA APT 34F NEW YORK NY 10010 TRUSTEE 0.25 0 0 0 NONE 0 NONE 0 0 473338 99308 0 572646 0 0 572646 8590 564056 28203 28203 117 117 28086 0 28086 0 28086 173367 0 173367 28086 0 0 141740 109774 162807 140058 149378 703757 173367 0 0 0 28086 145281 0 0 849038 0 0 0 0 0 0 141740 707298 109774 162807 140058 149378 145281 PETER LAMM DEBORAH LAMM X AFRICAN WILDLIFE FOUNDATION 1100 NEW JERSEY AVE SE STE 900 WASHINGTON DC 20003 N/A PC GENERAL PURPOSES 5000 AMERICAN MUSEUM OF NATURAL HISTORY 200 CENTRAL PARK WEST NEW YORK NY 10024 N/A PC GENERAL PURPOSES 2500 AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS 424 E 92ND ST NEW YORK NY 10128 N/A PC GENERAL PURPOSES 5000 CENTRAL PARK CONSERVANCY INC 14 E 60TH ST NEW YORK NY 10022 N/A PC GENERAL PURPOSES 5000 CITIZENS HOUSING & PLANNING COUNCIL 42 BROADWAY SUITE 2010 NEW YORK NY 10004 N/A PC GENERAL PURPOSES 7500 CITY HARVEST 6 E 32ND STREET 5TH FLOOR NEW YORK NY 10016 N/A PC GENERAL PURPOSES 2000 CITYMEALS-ON-WHEELS 355 LEXINGTON AVENUE NEW YORK NY 10017 N/A PC GENERAL PURPOSES 2000 COLONIAL THEATRE OF RHODE ISLAND PO BOX 762 WESTERLY RI 02891 N/A PC GENERAL PURPOSES 1000 EAST BEACH ASSOCIATION PO BOX 1055 WESTERLY RI 02891 N/A PC GENERAL PURPOSES 1000 EDUCATIONAL BROADCASTING CORP (CHANNEL 13) 825 8TH AVE NEW YORK NY 10019 N/A PC GENERAL PURPOSES 5000 ELIZABETH GLAZER PEDIATRIC AIDS FOUNDATION 1140 CONNECTICUT AVENUE NW STE 200 WASHINGTON DC 20036 N/A PC GENERAL PURPOSES 2500 HUMANE SOCIETY OF THE UNITED STATES 1255 23RD ST NW STE 450 WASHINGTON DC 20037 N/A PC GENERAL PURPOSES 2500 LAWRENCE MEMORIAL HOSPITAL 365 MONTAUK AVE NEW LONDON CT 06320 N/A PC GENERAL PURPOSES 1000 MEMORIAL AND LIBRARY ASSOCIATION OF WESTERLY (WESTERLY PUBLIC LIBRARY) 44 BROAD STREET WESTERLY RI 02891 N/A PC GENERAL PURPOSES 1000 MEMORIAL SLOAN-KETTERING CANCER CENTER PO BOX 5028 HAGERSTOWN MD 21741 N/A PC GENERAL PURPOSES 5000 MYASTHENIA GRAVIS FOUNDATION OF CALIFORNIA 6055 E WASHINGTON BLVD STE 350 LOS ANGELES CA 90040 N/A PC GENERAL PURPOSES 2500 NEW YORK PRESBYTERIAN FUND INC 525 EAST 68TH ST BOX 156 NEW YORK NY 10065 N/A PC GENERAL PURPOSES 10000 OPENING DOORS FOR WESTERLY'S CHILDREN 99 MECHANIC STREET PAWCATUCK CT 06379 N/A PC GENERAL PURPOSES 500 RHODE ISLAND NATURAL HISTORY SURVEY PO BOX 1858 KINGSTON RI 02881 N/A PC GENERAL PURPOSES 1000 SESAME WORKSHOP 1900 BROADWAY NEW YORK NY 10023 N/A PC GENERAL PURPOSES 5000 SIERRA CLUB FOUNDATION 2101 WEBSTER ST 1250 OAKLAND CA 94612 N/A PC GENERAL PURPOSES 2000 SPECIAL OLYMPICS 1133 19TH ST NW WASHINGTON DC 20036 N/A PC GENERAL PURPOSES 2000 THE ANIMAL MEDICAL CENTER 510 EAST 62ND ST NEW YORK NY 10065 N/A PC GENERAL PURPOSES 5000 THE ARTIST'S COOPERATIVE GALLERY OF WESTERLY 14 RAILROAD AVENUE WESTERLY RI 02891 N/A PC GENERAL PURPOSES 500 THE CHILDREN'S AID SOCIETY 711 THIRD AVE 7TH FLOOR NEW YORK NY 10017 N/A PC GENERAL PURPOSES 1000 THE DOE FUND INC 345 EAST 102ND STREET NEW YORK NY 10029 N/A PC GENERAL PURPOSES 1000 THE FILM SOCIETY OF LINCOLN CENTER 70 LINCOLN CENTER PLAZA NEW YORK NY 10023 N/A PC GENERAL PURPOSES 3250 THE GORILLA FOUNDATIONKOKOORG 1733 WOODSIDE ROAD 330 REDWOOD CITY CA 94061 N/A PC GENERAL PURPOSES 4000 THE HUNTINGTON THEATRE 264 HUNTINGTON AVE 4606 BOSTON MA 02115 N/A PC GENERAL PURPOSES 5000 THE JONNYCAKE CENTER OF WESTERLY PO BOX 273 WESTERLY RI 02891 N/A PC GENERAL PURPOSES 5000 THE MAURICE C LA GRUA CENTER PO BOX 342 STONINGTON CT 06378 N/A PC GENERAL PURPOSES 1000 THE METROPOLITAN MUSEUM OF ART 1000 FIFTH AVE NEW YORK NY 10028 N/A PC GENERAL PURPOSES 5000 THE MUSEUM OF MODERN ART 11 WEST 53RD STREET NEW YORK NY 10019 N/A PC GENERAL PURPOSES 2000 THE SOUTHERN POVERTY LAW CENTER 400 WASHINGTON AVENUE MONTGOMERY AL 36104 N/A PC GENERAL PURPOSES 5000 THE TOBY PROJECT 220 WEST 72ND STREET NEW YORK NY 10023 N/A PC GENERAL PURPOSES 2000 THE WESTERLY HOSPITAL FOUNDATION 25 WELLS STREET WESTERLY RI 02891 N/A PC GENERAL PURPOSES 15000 THE WESTERLY LAND TRUST 449 WESTERLY BRADFORD ROAD WESTERLY RI 02891 N/A PC GENERAL PURPOSES 1000 UCLA FOUNDATION - SCHOLARS THRU GOLD SHIELD PO BOX 7145 PASADENA CA 91109 N/A PC GENERAL PURPOSES 1000 UCLA FUND - CHANCELLORS SOCIETY PO BOX 7145 PASADENA CA 91109 N/A PC GENERAL PURPOSES 2500 UNITED SERVICE ORGANIZATIONS INC 2111 WILSON BLVD SUITE 1200 ARLINGTON VA 22201 N/A PC GENERAL PURPOSES 2500 UNITED STATES HOLOCAUST MEMORIAL MUSEUM 100 RAOUL WALLENBERG PLACE SW WASHINGTON DC 20024 N/A PC GENERAL PURPOSES 2500 VOLUNTEERS OF AMERICA 135 W 50TH ST 9TH FLOOR NEW YORK NY 10020 N/A PC GENERAL PURPOSES 1000 WARM SHELTER INC 56 SPRUCE STREET WESTERLY RI 02891 N/A PC GENERAL PURPOSES 2500 WATCH HILL CHAPEL SOCIETY PO BOX 173 WESTERLY RI 02891 N/A PC GENERAL PURPOSES 1000 WATCH HILL CONSERVANCY 1 BAY STREET WESTERLY RI 02891 N/A PC GENERAL PURPOSES 5000 WATCH HILL LIGHTHOUSE KEEPERS ASSN PO BOX 1511 WESTERLY RI 02891 N/A PC GENERAL PURPOSES 1000 WORLD WILDLIFE FUND INC 1250 24TH ST NW PO BOX 97180 WASHINGTON DC 20090 N/A PC GENERAL PURPOSES 5000 WINE EDUCATION COUNCIL INC 8300 DOUGLAS AVE STE 800 DALLAS TX 75225 N/A PC GENERAL PURPOSES 10000 CHARITIES AID FOUNDATION AMERICA (CAF AMERICA) 225 REINEKERS LANE STE 375 ALEXANDRIA VA 22314 N/A PC GENERAL PURPOSES 10000 170750 0 14 4597 14 9778 18 -1024 0 13351 0 13351 0 0 0 0 0 0 0 0 0 0 X X 1 PETER AND DEBORAH LAMM 29 OCEAN VIEW HIGHWAY WESTERLY RI 02891 153837 X X 1 284 SHS TRAVELERS COMPANIES INC 54099 2023-12-29 TAX PREPARATION 4100 2050 2050 COMPENSATION OF A DISQUALIFIED PERSON FORM 990-PF, PART VI-B, LINE 1(A)(4) PAYMENTS IN THE AMOUNT OF $2,591 WERE MADE TO ROPES & GRAY LLP, 800 BOYLSTON STREET, BOSTON, MA 02199-3600 FOR INVESTMENT MANAGEMENT, TAX & ADMINISTRATIVE SERVICES PROVIDED BY THE FIRM. R. BRADFORD MALT SERVES AS A TRUSTEE OF THE FOUNDATION AND IS A RETIRED PARTNER OF THE LAW FIRM HAVING APPROXIMATELY 300 ACTIVE PARTNERS. INVESTMENTS - CORPORATE STOCK FORM 990-PF, PART II, LINE 10B ALL OF THE SECURITIES ON STATEMENT 4 ARE VALUED AT FMV. 500 SHS INTUIT 312515 312515 1000 SHS JP MORGAN CHASE & CO 170100 170100 284 SHS TRAVELERS COMPANIES INC 54099 54099 STATE FILING FEE 70 0 70 UNREALIZED GAIN ON INVESTMENTS 155274 INVESTMENT MANAGEMENT FEES 2832 2832 0 TAX & ADMINISTRATIVE FEES 993 496 497