2024-05-13T09:45:55-05:00 2023-12-31 260058143 CAPFINANCIAL PARTNERS LLP 4208 SIX FORKS ROAD RALEIGH NC 276095734 990PF 2023-01-01 046961280 THE RICHARD AND CLARE LESSER FAMILY FOUNDATION RICH 6174882700 193 ISLAND DRIVE JUPITER FL 33477 RICHARD G LESSER TRUSTEE 6174882700 2024-05-10 1 RICHARD LESSER 999009999 0 ANDREW S KULESZKA P00545548 6174882700 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 1635958 X 259 259 23748 23748 48633 105150 48633 72640 72640 0 0 0 2595 2938 0 2595 2938 0 271900 271900 274495 2938 271900 -201855 69702 122857 72372 72372 365960 214590 1563586 488817 286962 1635958 0 0 X 324025 324025 0 0 164792 -37063 488817 286962 488817 286962 488817 -201855 0 286962 0 286962 OPPENHEIMER P 105150 56517 48633 48633 48633 969 0 969 0 969 5045 0 0 0 5045 0 4076 4076 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A GARY P SAVAGE CAPTRUST 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 RICHARD G LESSER 193 ISLAND DRIVE JUPITER FL 33477 TRUSTEE - AS NEEDED 0.00 0 0 0 CLARE E LESSER 193 ISLAND DRIVE JUPITER FL 33477 TRUSTEE - AS NEEDED 0.00 0 0 0 NONE 0 NONE 0 0 1457949 112561 0 1570510 0 0 1570510 23558 1546952 77348 77348 969 969 76379 0 76379 0 76379 271900 0 271900 76379 0 0 267023 181979 146583 161645 195620 952850 271900 0 0 0 76379 195521 0 0 1148371 0 0 0 0 0 0 267023 881348 181979 146583 161645 195620 195521 RICHARD G LESSER CLARE E LESSER X ADMIRAL'S COVE FOUNDATION 200 ADMIRALS COVE BOULEVARD JUPITER FL 33477 NONE PUBLIC UNRESTRICTED 25000 BRIGHAM AND WOMEN'S HOSPITAL 75 FRANCIS STREET BOSTON MA 02115 NONE PUBLIC UNRESTRICTED 25000 DANA-FARBER CANCER INSTITUTE 450 BROOKLINE AVE BOSTON MA 02215 NONE PUBLIC UNRESTRICTED 25000 ELI J AND N SEGAL PROGRAM FUND 415 SOUTH STREET WALTHAM MA 02453 NONE PUBLIC UNRESTRICTED 1000 ELI J AND N SEGAL PROGRAM FUND 415 SOUTH STREET WALTHAM MA 02453 NONE PUBLIC UNRESTRICTED 1000 FAULLI JUPITER 5353 PARKSIDE DRIVE JUPITER FL 33458 NONE PUBLIC PMT 5 OF 5 OF 2019 PLEDGE 10000 FRIENDS OF THE ISRAEL DEFENSE FORCES 298 5TH AVE STE 5 NEW YORK NY 10001 NONE PUBLIC REISSUED 3RD PLEDGE INSTALLMENT, PROGRAM: IMPACT SCHOLARSHIP 500 GREATER MIAMI JEWISH FEDERATION 4200 BISCAYNE BLVD MIAMI FL 33137 NONE PUBLIC UNRESTRICTED 1100 HERIZON 2247 PALM BEACH LAKES BLVD SUITE 2008 WEST PALM BEACH FL 33409 NONE PUBLIC UNRESTRICTED 2000 HOSPICE AND PALLIATIVE CARE OF MARTHA'S VINEYARD 79 BEACH ROAD VINEYARD HAVEN MA 02568 NONE PUBLIC UNRESTRICTED 2000 MARTHA'S VINEYARD COMMUNITY SERVICES 111 EDGARTOWN ROAD VINEYARD HAVEN MA 02568 NONE PUBLIC UNRESTRICTED 15000 MARTHA'S VINEYARD HOSPITAL 1 HOSPITAL ROAD OAK BLUFFS MA 02557 NONE PUBLIC UNRESTRICTED 20000 MORSE LIFE FOUNDATION 4920 LORING DR WEST PALM BEACH FL 33417 NONE PUBLIC GENERAL FUND, 2021 FINAL PAYMENT 50000 NORTHEASTERN UNIVERSITY 716 COLUMBUS AVENUE 190 CP BOSTON MA 02120 NONE PUBLIC UNRESTRICTED 1800 NORTHEASTERN UNIVERSITY 716 COLUMBUS AVENUE 402 CP BOSTON MA 02120 NONE PUBLIC HILLEL CURRENT USE FUND 2000 NORTHEASTERN UNIVERSITY 716 COLUMBUS AVENUE 190 CP BOSTON MA 02120 NONE PUBLIC BIRTHDAY DONATION 20000 NORTHEASTERN UNIVERSITY 716 COLUMBUS AVENUE 402 CP BOSTON MA 02120 NONE PUBLIC HILLEL 25000 ADMIRAL'S COVE FOUNDATION 200 ADMIRALS COVE BOULEVARD JUPITER FL 33477 NONE PUBLIC UNRESTRICTED 25000 ADMIRAL'S COVE FOUNDATION 200 ADMIRALS COVE BOULEVARD JUPITER FL 33477 NONE PUBLIC UNRESTRICTED 500 MIAMI BEACH JEWISH COMMUNITY CENTER 4221 PINE TREE DR MIAMI BEACH FL 33140 NONE PUBLIC UNRESTRICTED 1000 THE NEW ENGLAND CONSERVATORY 290 HUNTINGTON AVE BOSTON MA 02115 NONE PUBLIC UNRESTRICTED 500 NORTH BERGEN RENAISSANCE CORPORATION 6201 GRAND AVE NORTH BERGEN NJ 07047 NONE PUBLIC UNRESTRICTED 2000 SBP 2845 TOULOUSE STREEET NEW ORLEANS LA 70119 NONE PUBLIC UNRESTRICTED 10000 TEMPLE JUDEA 5500 GRANADA BOULEVARD CORAL GABLES FL 33146 NONE PUBLIC UNRESTRICTED 1000 WEST TISBURY LIBRARY ANNUAL APPEAL 1042 STATE ROAD WEST TISBURY MA 02575 NONE PUBLIC UNRESTRICTED 500 YMCA OF MARTHA'S VINEYARD 111R EDGARTOWN VINEYARD HAVEN RD VINEYARD HAVEN MA 02568 PUBLIC UNRESTRICTED 5000 271900 0 14 259 14 23748 18 48633 0 72640 0 72640 0 0 0 0 0 0 0 0 0 0 X X 1 RICHARD LESSER 193 ISLAND DRIVE JUPITER FL 33477 421880 X 2 RICHARD LESSER 193 ISLAND DRIVE JUPITER FL 33477 501480 X 1 5,300 SHS TJX COS INC NEW COST $72,875 FMV $421,880 421880 2022-01-01 2 6,300 SHS TJX COS INC NEW COST $86,625 FMV $501,480 501480 2022-12-02 TJX COS 208250 1557246 AMERICAN FUNDS US GOV'T 6340 6340 FINANCIAL & TAX FEES - CAPTRUST 2595 2938 0