LAWTON FAMILY FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
LAWTON FAMILY FOUNDATION INC (EIN 22-3628344)
Tax period
2020-01-01 to 2020-12-31
Filed
2022-05-05
IRS object ID
202221259349101472
Schema version
2020v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-05-05T13:07:17-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN113464982PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ZIGMAN LEVINE & FISCHGRUND CPA'S PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1200 GARDEN CITY PLAZA STE 202AddressLine1Txt
CityGARDEN CITYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11530ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN223628344EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LAWTON FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLAWTBusinessNameControlTxt
Phone2018861911PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1200 WINSTON DR -SUITE 2916AddressLine1Txt
CityCLIFFSIDE PARKCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07010ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARIANNE LAWTONPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2018861911PhoneNum
Signature2021-05-15SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMARIANNEPersonFirstNm
Person LastLAWTONPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTHEODORE LEVINEPreparerPersonNm
PTINP00148886PTIN
Phone5167476000PhoneNum
Preparation2022-05-05PreparationDt
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,786FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$16,580ContriRcvdRevAndExpnssAmt
Net Gain Sale Ast Rev And Expnss-$1,280NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$11,895GrossSalesPriceAmt
Total Rev And Expnss$15,300TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$750AccountingFeesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$750TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$13,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$13,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$14,250TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$13,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,050ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$5,721CashBOYAmt
Cash EOY$3,390CashEOYAmt
Cash EOYFMV$3,390CashEOYFMVAmt
Corporate Stock EOY$3,405CorporateStockEOYAmt
Corporate Stock EOYFMV$3,396CorporateStockEOYFMVAmt
Total Assets BOY$5,721TotalAssetsBOYAmt
Total Assets EOY$6,795TotalAssetsEOYAmt
Total Assets EOYFMV$6,786TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$5,721NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$6,795NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$5,721TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,795TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,721TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,795TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,721TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,050ExcessRevenueOverExpensesAmt
Other Increases$24OtherIncreasesAmt
Subtotal$6,795SubtotalAmt
Tot Net Ast Or Fund Balances EOY$6,795TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1TOM LEVINE CPABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5167476000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1200 GARDEN CITY PLAZA 202AddressLine1Txt
CityGARDEN CITYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11530ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARIANNE LAWTON
200 WINSTON DRIVECLIFFSIDE PARKNJ07010TRUSTEE1.00$0$0$0
JOAN OPPENHEIMER
100 WINSTON DRIVECLIFFSIDE PARKNJ07010TRUSTEE000.00$0$0$0
ROBERT OPPENHEIMER
100 WINSTON DRIVECLIFFSIDE PARKNJ07010TRUSTEE000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$5,884AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,775AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$8,659TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$8,659AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$130CashDeemedCharitableAmt
Net Vl Noncharitable Assets$8,529NetVlNoncharitableAssetsAmt
Minimum Investment Return$426MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$426MinimumInvestmentReturnAmt
Distributable Before Adj$426DistributableBeforeAdjAmt
Distributable Before Ded$426DistributableBeforeDedAmt
Distributable As Adjusted$426DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$13,500ExpensesAndContributionsAmt
Qualifying Distributions$13,500QualifyingDistributionsAmt
Adjusted Qualifying Distri$13,500AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$426DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$6,989ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$5,939ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$8,235ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$8,952ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$12,645ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$42,760TotalExcessDistributionCyovAmt
Qualifying Distributions$13,500QualifyingDistributionsAmt
Applied To Current Year$426AppliedToCurrentYearAmt
Remaining Distri From Corpus$13,074RemainingDistriFromCorpusAmt
Total Corpus$55,834TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$6,989ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$48,845ExcessDistriCyovToNextYrAmt
Excess From Year4$5,939ExcessFromYear4Amt
Excess From Year3$8,235ExcessFromYear3Amt
Excess From Year2$8,952ExcessFromYear2Amt
Excess From Year1$12,645ExcessFromYear1Amt
Excess From Current Year$13,074ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN HEART ASSN
7272 GREENVILLE AVEDALLASTX75231CHARITY$100
AMERICAN JEWISH JT DIST
PO BOX 4124NEW YORKNY10163CHARITY$100
AMERICAN TECHNION SOCIETY
55 EAST 59TH STNEW YORKNY10022CHARITY$100
CONGREGAGTION BETH ISRAEL
5600 N BRAESWOOD BLVDHOUSTONTX77096CHARITY$250
FEED ISRAEL
5229 NEW UTRECHT AVE 400BROOKLYNNY11219CHARITY$25
FRIENDS OF PHILHARMONIC
10 LINCOLN CENTER PLAZANEW YORKNY10023CHARITY$150
HADASSAH
40 WALL STNEW YORKNY10005CHARITY$200
HILLEL
800 EIGHTH ST NWWASHINGTONDC20001CHARITY$100
HUNTER COLLEGE
695 PARK AVENEW YORKNY10065CHARITY$100
JEWISH FAMILY SVC
3201 S TAMARAC DRDENVERCO80231CHARITY$1,000
JEWISH FEDERATION
25 BROADWAY 1700NEW YORKNY10004CHARITY$365
JEWISH NAT'L FD
42 EAST 69TH STNEW YORKNY10021CHARITY$6,100
METROPOLITAN OPERA
30 LINCOLN CENTERNEW YORKNY10023CHARITY$850
NAT'L COUNCIL OF JEWISH H
2055 L ST NW 650WASHINGTONDC20036CHARITY$100
NAT'L JEWISH HEALTH
1400 HACKSON STDENVERCO80206CHARITY$25
NEW YORK PUBLIC RADIO
160 VARICK STNEW YORKNY10013CHARITY$100
AARP FOUNDATION
PO BOX 93207LONG BEACHCA90809CHARITY$25
ORT
75 MAIDEN LANENEW YORKNY10038CHARITY$100
ROAD SCHOLAR
11 AVENUE DE LAFAYETTEBOSTONMA02111CHARITY$50
SELF-HELP COMMUNITY SVC
520 EIGHTH AVENEW YORKNY10018CHARITY$100
SHAARE ZEDEK HOSPITAL
55 WEST 39TH ST 4TH FLNEW YORKNY10018CHARITY$500
SHARSHERET
1086 TEANECK RD 2GTEANECKNJ07666CHARITY$100
THIRTEEN
825 EIGHTH AVENEW YORKNY10019CHARITY$100
WEITZMAN INSTITUTE
631 MAIN STMIDDLETOWNCT06457CHARITY$100
WURGWEILER SCH OF SOC WK
2495 AMSTERDAM AVENEW YORKNY10033CHARITY$1,000
YACHAD
40 RECTOR ST 4TH FLNEW YORKNY10006CHARITY$25
YOUNG ISRAEL OF FT LEE
1610 PARKER AVEFORT LEENJ07024CHARITY$1,510
BNAI BRITH
1120 20TH ST NW 300NWASHINGTONDC20036CHARITY$100
ISRAEL CHILDREN & CANCER
141 WASHINGTON AVE 205LAWRENCENY11559CHARITY$25
WORLD JEWISH CONGRESS
PO BOX 70343PHILADELPHIAPA19176CHARITY$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$13,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$1,280RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$1,280RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$1,280TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonMARIANNE LAWTONContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1200 WINSTON DRAddressLine1Txt
CityCLIFFSIDE PKCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07010ZIPCd
FieldValueIRS element (for citing)
Total Contributions$16,580TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
110 SHS SHOPIFY$11,3502020-09-01
1100 SHS INTEL$5,2302020-09-01

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$750Amt

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp

FieldValueIRS element (for citing)
PersonMARIANNE LAWTONPersonNm
Short ExplanationMARIANNE LAWTONShortExplanationTxt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
4 SHS SHOPIFY2020-09PURCHASE2020-11$3,581$4,540-$959
3 SHS SHOPIFY2020-09PURCHASE2020-12$3,399$3,405-$6
100 SHS INTEL2020-09PURCHASE2020-09$4,915$5,230-$315

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
EOY Book Value$3,405EOYBookValueAmt
EOYFMV$3,396EOYFMVAmt

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