ROBERT I LAPPIN CHARITABLE FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT I LAPPIN CHARITABLE FOUNDATION (EIN 04-6579206)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-07-20
- IRS object ID
- 202612019349100506
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-07-20T09:35:34-07:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 473103489 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Camerlengo & Associates | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 107 Audubon Road Bldg 2 Ste 110 | AddressLine1Txt |
| City | Wakefield | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01880 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046579206 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT I LAPPIN CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 9787404428 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 CUMMINGS CENTER 220-G | AddressLine1Txt |
| City | BEVERLY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01915 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEBORAH COLTIN | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2026-07-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Joseph Trainor | PreparerPersonNm |
| PTIN | P02264599 | PTIN |
| Phone | 7814381416 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $26,273,920 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $263,712 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $6 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $6 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $714,198 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $714,198 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $714,198 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $701,917 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,912,299 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $701,917 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $396,214 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $1,679,833 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,416,121 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,110,418 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $4,000 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $287,452 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $287,452 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $44,006 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $14,446 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $1,332 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $1,745 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $338,535 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $301,898 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,262,116 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,262,116 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,600,651 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $301,898 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,262,116 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $79,182 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,114,223 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,110,418 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $11,676 | CashBOYAmt |
| Cash EOY | $73,668 | CashEOYAmt |
| Cash EOYFMV | $73,668 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $6,456 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,462 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,462 | SavAndTempCashInvstEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $12,322 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $11,952 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,702 | LandBOYAmt |
| Land EOY | $370 | LandEOYAmt |
| Land EOYFMV | $370 | LandEOYFMVAmt |
| Other Assets BOY | $24,282,025 | OtherAssetsBOYAmt |
| Other Assets EOY | $26,193,420 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $26,193,420 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $24,301,859 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,273,920 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $26,273,920 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $24,301,859 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $26,273,920 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $24,301,859 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $26,273,920 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $24,301,859 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $26,273,920 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $24,301,859 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $79,182 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,892,879 | OtherIncreasesAmt |
| Subtotal | $26,273,920 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $26,273,920 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| VARIOUS FIDELITY | P | 2025-01-01 | 2025-12-31 | $918,346 | $922,233 | -$3,887 | -$3,887 |
| VARIOUS FIDELITY | P | 2022-01-01 | 2025-12-31 | $2,316,968 | $2,288,149 | $28,819 | $28,819 |
| VARIOUS FIDELITY | P | 2022-01-01 | 2025-12-31 | $156,545 | $156,545 | $156,545 | |
| VARIOUS GREENHOUSE | P | 2025-01-01 | 2025-12-31 | $22,037 | $22,037 | $22,037 | |
| VARIOUS GREENHOUSE | P | 2022-01-01 | 2025-12-31 | $103,467 | $103,467 | $103,467 | |
| VARIOUS WELLINGTON RESEARCH | P | 2025-01-01 | 2025-12-31 | $120,010 | $120,010 | $120,010 | |
| VARIOUS WELLINGTON RESEARCH | P | 2022-01-01 | 2025-12-31 | $16,872 | $16,872 | $16,872 | |
| VARIOUS WELLINGTON EQUITY | P | 2022-01-01 | 2022-12-31 | $258,054 | $258,054 | $258,054 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $701,917 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $396,214 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,488 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $15,488 | SubtotalAmt |
| Tax Based On Investment Income | $15,488 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,440 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $18,440 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $88 | EsPenaltyAmt |
| Overpayment | $2,864 | OverpaymentAmt |
| Applied To ES Tax | $2,864 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEBORAH COLTIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9787404428 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 CUMMINGS CENTER | AddressLine1Txt |
| City | BEVERLY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01915 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| DEBORAH COLTIN | ||||||
| 100 CUMMINGS CENTER 220-G | BEVERLY | MA | 01915 | Trustee | 40.00 | $0 |
| ANDREW LAPPIN | ||||||
| 100 CUMMINGS CENTER 220-G | BEVERLY | MA | 01915 | Trustee | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PRIME BUCHHOLZ | |||||
| 273 CORPORATE DRIVE | PORTSMOUTH | NH | 03801 | INVESTMENT CONSULTING | $75,000 |
| SHETLAND INVESTMENTS | |||||
| 100 CUMMINGS CENTER | BEVERLY | MA | 01915 | INVESTMENT CONSULTING | $164,300 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $25,023,758 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $352,614 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $25,376,372 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $25,376,372 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $380,646 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $24,995,726 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,249,786 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,249,786 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,488 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,488 | TotalTaxAmt |
| Distributable Before Adj | $1,234,298 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,234,298 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,234,298 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,262,116 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,262,116 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,234,298 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $1,262,116 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,234,298 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $27,818 | RemainingDistriFromCorpusAmt |
| Total Corpus | $27,818 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $27,818 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $27,818 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DEBORAH COLTIN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 CUMMINGS CENTER 220-G | AddressLine1Txt |
| City | BEVERLY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01915 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9787404428 | RecipientPhoneNum |
| Form And Info And Materials | FORMS SHOULD BE SUBMITTED IN A WORD DOCUMENT WITH THE AMOUNT OF THE CONTRIBUTION REQUESTED AND THE PURPOSE FOR WHICH THE CONTRIBUTION WOULD BE UTILIZED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| OPENDOR MEDIA | ||||||
| 11110 W OAKLAND PARK BOULEVARD | SUNRISE | FL | 33351 | PC | FOR ONGOING OPERATIONS | $5,000 |
| JEWISH JOURNAL | ||||||
| PO BOX 2089 | SALEM | MA | 01970 | PC | FOR ONGOING OPERAITONS | $5,000 |
| NSJCC | ||||||
| 240 LYNNFIELD STREET | PEABODY | MA | 01960 | PC | FOR ONGOING OPERATIONS | $750 |
| LAPPIN FOUNDATION | ||||||
| 100 CUMMINGS CENTER | BEVERLY | MA | 01915 | PC | FOR ONGOING OPERATIONS | $655,000 |
| JEWISH NEWS SERVICES | ||||||
| 9450 SW GEMINI DR | BEAVERTON | OR | 97008 | PC | FOR ONGOING OPERATIONS | $15,000 |
| TEMPLE NER TAMID | ||||||
| 368 LOWELL STREET | PEABODY | MA | 01960 | PC | FOR ONGOING OPERATIONS | $366 |
| VANGUARD CHARITABLE ENDOWMENT | ||||||
| 2670 WARWICK AVENUE | WARWICK | RI | 02889 | PC | FOR ONGOING OPERATIONS | $575,000 |
| NEW ENGLAND MARCH OF THE LIVING | ||||||
| 100 POND STREET | SHARON | MA | 02067 | PC | FOR ONGOING OPERATIONS | $1,000 |
| YAD CHESED | ||||||
| 333 NAHANTON STREET | NEWTON | MA | 02459 | PC | FOR ONGOING OPERATIONS | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,262,116 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $714,198 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $701,917 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $714,204 | ExclusionAmt |
| Related Or Exempt Function Incm | $701,917 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,416,121 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | TO FUND CHARITABLE PROGRAMS | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| LAPPIN FAMILY 2019 TRUST | ||||||
| 1 | 100 CUMMINGS CENTER | BEVERLY | MA | 01915 | $233,591 | Yes (X) |
| ROBERT I LAPPIN | ||||||
| 2 | 100 CUMMINGS CENTER | BEVERLY | MA | 01915 | $18,103 | Yes (X) |
| MARION LAPPIN ESTATE | ||||||
| 3 | 100 CUMMINGS CENTER | BEVERLY | MA | 01915 | $12,018 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | RtRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| CANON IRC-5540I COLOR COPIER | 2021-05-03 | $3,495 | $2,891 | 200DB | 0.1152 | $403 |
| DELL XPS 17 9710 | 2021-08-23 | $2,958 | $2,448 | 200DB | 0.1152 | $341 |
| OFFICER FURNITURE | 2021-10-22 | $5,869 | $5,281 | 200DB | 0.1152 | $588 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | EOYFMVEOYFMVAmt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|---|
| Furniture and Fixtures | $370 | |||
| Machinery and Equipment | $3,495 | $3,294 | $201 | |
| Miscellaneous | $8,827 | $8,658 | $169 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIDELITY | $19,189,630 | $20,446,969 | $20,446,969 |
| GREENHOUSE LONG ONLY | $1,574,574 | $1,617,273 | $1,617,273 |
| WELLINGTON GLOBAL EQUITY | $1,900,454 | $2,145,268 | $2,145,268 |
| WELLINGTON GLOBAL RESEARCH | $1,617,367 | $1,983,910 | $1,983,910 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| BANK FEES | $190 |
| D&O INSURANCE | $1,305 |
| OFFICE EXPENSE | $250 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FIDELITY MANAGEMENT FEE | $130 | $130 | $0 | $0 |
| GREENHOUSE MANAGEMENT FEE | $1,003 | $1,003 | $0 | $0 |
| GREENHOUSE MANAGEMENT FEE | $15,444 | $15,444 | $0 | $0 |
| INVESTMENT CONSULTING | $164,300 | $164,300 | $0 | $0 |
| INVESTMENT CONSULTING | $75,000 | $75,000 | $0 | $0 |
| OTHER INVESTMENT EXPENSE | $26,871 | $26,871 | $0 | $0 |
| WELLINGTON GLOBAL RESEARCH MGMT FEE | $4,704 | $4,704 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL INCOME TAX | $29,560 | |
| FOREIGN TAXES PAID | $14,446 | $14,446 |
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