ROBERT I LAPPIN CHARITABLE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT I LAPPIN CHARITABLE FOUNDATION (EIN 04-6579206)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-07-30
- IRS object ID
- 202422129349100322
- Schema version
- 2023v5.1
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-30T12:11:13-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 | 2023-01-01 | 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 | 2024-07-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH TRAINOR | PreparerPersonNm |
| PTIN | P02264599 | PTIN |
| Phone | 7814381416 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | 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 | $910,461 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| 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 | $570,292 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $570,292 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $570,292 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$188,516 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $20,664,562 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $22,709 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $22,709 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,314,952 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $593,007 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $570,298 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $4,025 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $296,951 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $296,951 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $16,897 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11,564 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $2,366 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $9,973 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $330,212 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $308,515 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,031,470 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,031,470 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,361,682 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $308,515 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,031,470 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$46,730 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $284,492 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $570,298 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $49,732 | CashBOYAmt |
| Cash EOY | $1,276 | CashEOYAmt |
| Sav And Temp Cash Invst BOY | $6,443 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,449 | SavAndTempCashInvstEOYAmt |
| Other Nts And Loans Rcvbl BOY | $43,447 | OtherNtsAndLoansRcvblBOYAmt |
| Land Bldg Equip Cost Or Other Bss | $12,322 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,200 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $6,307 | LandBOYAmt |
| Land EOY | $3,122 | LandEOYAmt |
| Other Assets BOY | $19,919,896 | OtherAssetsBOYAmt |
| Other Assets EOY | $22,630,730 | OtherAssetsEOYAmt |
| Total Assets BOY | $20,025,825 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,641,577 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $11,638 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $660 | AccountsPayableEOYAmt |
| Other Liabilities EOY | $907 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $11,638 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,567 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $20,014,187 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $22,640,010 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $20,014,187 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $22,640,010 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $20,025,825 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $22,641,577 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $20,014,187 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$46,730 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,672,553 | OtherIncreasesAmt |
| Subtotal | $22,640,010 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $22,640,010 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | DepreciationDepreciationAmt |
|---|---|---|---|---|---|---|---|---|
| VARIOUS FIDELITY | P | 2020-01-01 | 2023-12-31 | $405,621 | $413,160 | -$7,539 | -$7,539 | |
| VARIOUS FIDELITY | P | 2023-01-01 | 2023-12-31 | $20,184,616 | $20,403,759 | -$219,143 | -$219,143 | |
| VARIOUS FIDELITY | P | 2023-12-18 | 2023-12-18 | $3,011 | $3,011 | $3,011 | ||
| VARIOUS GREENHOUSE | P | 2023-01-01 | 2023-12-31 | $23,582 | -$23,582 | -$23,582 | ||
| VARIOUS GREENHOUSE | P | 2020-01-01 | 2023-12-31 | $16,189 | $16,189 | $16,189 | ||
| VARIOUS WELLINGTON GLOBAL | P | 2023-01-01 | 2023-12-31 | $27,335 | $27,335 | $27,335 | ||
| VARIOUS WELLINGTON GLOBAL | P | 2020-01-01 | 2023-12-31 | $12,577 | -$12,577 | -$12,577 | ||
| VARIOUS WELLINGTON ARCHIPELAGO | P | 2020-01-01 | 2023-12-31 | $27,790 | $27,790 | $27,790 | ||
| COMPUTER EQUIPMENT | P | 2008-06-01 | 2023-12-31 | $4,754 | $4,754 | |||
| Wash Sale | $17,349 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$171,167 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$195,030 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,954 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,954 | SubtotalAmt |
| Tax Based On Investment Income | $3,954 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,104 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,104 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $57 | EsPenaltyAmt |
| Tax Due | $907 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 | $156,850 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $19,612,718 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,431,374 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,044,092 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $21,044,092 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $315,661 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,728,431 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,036,422 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,036,422 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,954 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,954 | TotalTaxAmt |
| Distributable Before Adj | $1,032,468 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,032,468 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,032,468 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,031,470 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,031,470 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,032,468 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $282,855 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $77,327 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $360,182 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,031,470 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,031,470 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $998 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $998 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $359,184 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $281,857 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $77,327 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $77,327 | ExcessFromYear4Amt |
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 (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| OPENDOR MEDIA | ||||||
| 11110 W OAKLAND PARK BOULEVARD | SUNRISE | FL | 33351 | 501(C)(3) | FOR ONGOING OPERATIONS | $15,000 |
| EPSTEIN HILLEL | ||||||
| 6 COMMUNITY ROAD | MARBLEHEAD | MA | 01945 | 501(C)(3) | FOR ONGOING OPERATIONS | $1,300 |
| NSJCC | ||||||
| 240 LYNNFIELD STREET | PEABODY | MA | 01960 | 501(C)(3) | FOR ONGOING OPERATIONS | $920 |
| JEWISH JOURNAL | ||||||
| PO BOX 2089 | SALEM | MA | 01970 | 501(C)(3) | FOR ONGOING OPERATIONS | $900 |
| JCRC OF GREATER BOSTON | ||||||
| 126 HIGH STREET | BOSTON | MA | 02110 | 501(C)(3) | FOR ONGOING OPERATIONS | $1,800 |
| LAPPIN FOUNDATION | ||||||
| 100 CUMMINGS CENTER | BEVERLY | MA | 01915 | 501(C)(3) | FOR ONGOING OPERATIONS | $1,000,000 |
| JEWISH NEWS SERVICES | ||||||
| 9450 SW GEMINI DR | BEAVERTON | OR | 97008 | 501(C)3 | FOR ONGOING OPERATIONS | $10,000 |
| SSU FOUNDATION | ||||||
| 352 LAFAYETTE STREET | SALEM | MA | 01970 | 501(C)3 | FOR ONGOING OPERATIONS | $250 |
| TEMPLE AMANU-EL | ||||||
| 393 ATLANTIC AVENUE | MARBLEHEAD | MA | 01945 | 501(C)3 | FOR ONGOING OPERATIONS | $1,000 |
| TEMPLE NER TAMID | ||||||
| 368 LOWELL STREET | PEABODY | MA | 01960 | 501(C)3 | FOR ONGOING OPERATIONS | $300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,031,470 | 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 | $570,292 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,709 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$188,516 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $593,007 | ExclusionAmt |
| Related Or Exempt Function Incm | -$188,516 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $404,491 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 8 | TO FUND CHARITABLE PROGRAMS |
| 11 | TO FUND CHARITABLE PROGRAMS |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,025 | 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 | $1,817 | 200DB | 0.1920 | $671 |
| DELL XPS 17 9710 | 2021-08-23 | $2,958 | $1,539 | 200DB | 0.1920 | $568 |
| OFFICER FURNITURE | 2021-10-22 | $5,869 | $3,478 | 200DB | 0.1920 | $1,127 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| Machinery and Equipment | $3,495 | $2,488 | $1,007 |
| Miscellaneous | $8,827 | $6,712 | $2,115 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| FIDELITY | $16,721,985 | $18,360,797 |
| GREENHOUSE LONG ONLY | $1,105,749 | $1,263,864 |
| WELLINGTON ARCHIPELAGO | $1,024,005 | $1,663,108 |
| WELLINGTON GLOBLA RESEARCH | $1,068,157 | $1,342,961 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| BANK FEES | $88 |
| D&O INSURANCE | $1,305 |
| MOVING & STORAGE | $8,580 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $22,709 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $22,709 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Wash Sale | Desc |
| Amt | $17,349 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT CONSULTING | $75,000 | $75,000 | $0 | $0 |
| MANAGEMENT FEE | $11,128 | $11,128 | $0 | $0 |
| MANAGEMENT FEE | $12,700 | $12,700 | $0 | $0 |
| MANAGEMENT FEE | $156,850 | $156,850 | $0 | $0 |
| MANAGEMENT FEE | $17,760 | $17,760 | $0 | $0 |
| MANAGEMENT FEE | $23,513 | $23,513 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL INCOME TAX | $5,276 | |
| FEDERAL INCOME TAX PENALTY | $57 | |
| FOREIGN TAXES PAID | $11,564 | $11,564 |
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