2024-05-09T09:23:39-05:00 2023-12-31 043205321 Z & L ASSOCIATES INC 2440 Massachusetts Avenue Suite 15 Cambridge MA 02140 990PF 2023-01-01 356823300 DAVID J DEFILIPPO AND LISA M SHAPIRO CHARITABLE TRUST DAVI 5082081251 143 LOVELL ROAD WATERTOWN MA 02472 DAVID J DEFILIPPO OFFICER 6177227804 2024-05-06 1 DAVID DEFILIPPO 999009999 0 ZAREH ORCHANIAN P00778834 6173540010 2024-05-06 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 50535 X 20065 1002 1002 1002 13671 30065 13671 0 34738 14673 1002 0 0 0 0 600 0 0 0 256 0 0 0 856 0 0 0 28102 28102 28958 0 0 28102 5780 14673 1002 9825 10867 10867 3604 4670 4670 301 301 301 33099 25176 34697 46829 41014 50535 0 0 X 46829 41014 46829 41014 46829 41014 46829 5780 0 52609 11595 41014 VANGUARD TOTAL BOND MARKET INDEX P 2023-02-06 5000 5573 -573 -573 VANGUARD TOTAL STOCK MARKET INDEX P 2023-02-06 5000 2350 2650 2650 DODGE & COX STOCK-86.449 D 2023-11-27 20065 8471 11594 11594 13671 0 204 0 204 0 204 0 0 0 0 0 0 204 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 0 N/A DAVID J DEFILIPPO 5082081251 143 LOVELL ROAD WATERTOWN MA 02472 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DAVID J DEFILIPPO 143 LOVELL ROAD WATERTOWN MA 02472 OFFICER 1.00 0 0 0 LISA M SHAPIRO 143 LOVELL ROAD WATERTOWN MA 02472 OFFICER 1.00 0 0 0 NONE 0 NONE 0 0 33629 12751 0 46380 0 0 46380 696 45684 2284 X 28102 0 28102 X 1002 925 1066 1611 4604 852 786 906 1369 3913 28102 27402 26852 11743 94099 0 0 0 0 0 28102 27402 26852 11743 94099 50535 53593 69841 89214 263183 50535 53593 69841 89214 263183 0 0 0 0 0 DAVID J DEFILIPPO LISA M SHAPIRO X JACOBS PILLOW 358 GEORGE CARTER ROAD BECKET MN 01223 DONATION DONATION 11000 PERKINS SCHOOL 175 NORTH BEACON STREET WATERTOWN MA 02472 DONATION DONATION 1000 TABOR ACADEMY 232 FRONT STREET MARION MA 02738 SCHOL/DONATION SCHOLORSHIP/DONA 12300 VARIOUS MISC NON PROFIT ORGANIZATIONS 143 LOVELL ROAD WATERTOWN MA 02472 DONATION OTHER DONATION 3802 28102 0 14 1002 18 13671 0 14673 0 14673 0 0 0 0 0 0 0 0 0 0 X X 1 DAVID J DEFILIPPO 143 LOVELL ROAD WATERTOWN MA 02472 20065 X 1 86.449 DODGE & COX STK 20065 2023-11-20 ACCOUNTING 600 0 0 0 TOTAL STOCK MKT INDX ADM 7788 19050 TOTAL BOND MKT INDX ADM 17388 15647 NET DECREASE IN FMV 11595 MASS FEE 35 0 0 0 FEDERAL TAX 221 0 0 0