LAWTON FAMILY FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
LAWTON FAMILY FOUNDATION INC (EIN 22-3628344)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-06
IRS object ID
202231269349101868
Schema version
2021v4.0
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)
Return2022-05-06T16:13:57-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

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 Begin2021-01-01TaxPeriodBeginDt

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
Signature2022-05-15SignatureDt

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
Preparation2022-05-06PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,136FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$6,779ContriRcvdRevAndExpnssAmt
Net Gain Sale Ast Rev And Expnss$1,212NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$11,396GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,212CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$7,991TotalRevAndExpnssAmt
Total Net Invst Incm$1,212TotalNetInvstIncmAmt
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$7,875ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$7,875ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$8,625TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$7,875TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$634ExcessRevenueOverExpensesAmt
Net Investment Income$1,212NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$3,390CashBOYAmt
Cash EOY$6,136CashEOYAmt
Cash EOYFMV$6,136CashEOYFMVAmt
Corporate Stock BOY$3,405CorporateStockBOYAmt
Total Assets BOY$6,795TotalAssetsBOYAmt
Total Assets EOY$6,136TotalAssetsEOYAmt
Total Assets EOYFMV$6,136TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$6,795NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$6,136NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$6,795TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,136TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,795TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,136TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,795TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$634ExcessRevenueOverExpensesAmt
Subtotal$6,161SubtotalAmt
Other Decreases$25OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$6,136TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
Property8 SHS SHOPIFYPropertyDesc
How AcquiredDHowAcquiredCd
Acquired2020-09-01AcquiredDt
Sold2021-10-21SoldDt
Gross Sales Price$11,396GrossSalesPriceAmt
Cost Or Other Basis$10,184CostOrOtherBasisAmt
Gain Or Loss$1,212GainOrLossAmt
Gains Minus Excess Or Losses$1,212GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$1,212CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$17InvestmentIncomeExciseTaxAmt
Subtotal$17SubtotalAmt
Tax Based On Investment Income$17TaxBasedOnInvestmentIncomeAmt
Tax Due$17TaxDueAmt

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$3,434AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,425AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,859TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$6,859AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$103CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,756NetVlNoncharitableAssetsAmt
Minimum Investment Return$338MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$338MinimumInvestmentReturnAmt
Tax Based On Investment Income$17TaxBasedOnInvestmentIncomeAmt
Total Tax$17TotalTaxAmt
Distributable Before Adj$321DistributableBeforeAdjAmt
Distributable Before Ded$321DistributableBeforeDedAmt
Distributable As Adjusted$321DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$7,875ExpensesAndContributionsAmt
Qualifying Distributions$7,875QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$321DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$5,939ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$8,235ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$8,952ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$12,645ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$13,074ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$48,845TotalExcessDistributionCyovAmt
Qualifying Distributions$7,875QualifyingDistributionsAmt
Applied To Current Year$321AppliedToCurrentYearAmt
Remaining Distri From Corpus$7,554RemainingDistriFromCorpusAmt
Total Corpus$56,399TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$5,939ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$50,460ExcessDistriCyovToNextYrAmt
Excess From Year4$8,235ExcessFromYear4Amt
Excess From Year3$8,952ExcessFromYear3Amt
Excess From Year2$12,645ExcessFromYear2Amt
Excess From Year1$13,074ExcessFromYear1Amt
Excess From Current Year$7,554ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN HEART ASSN
7272 GREENVILLE AVEDALLASTX75231CHARITY$100
AMERICAN TECHNION SOCIETY
55 EAST 59TH STNEW YORKNY10022CHARITY$100
CONGREGAGTION BETH ISRAEL
5600 N BRAESWOOD BLVDHOUSTONTX77096CHARITY$500
FEED ISRAEL
5229 NEW UTRECHT AVE 400BROOKLYNNY11219CHARITY$25
FRIENDS OF PHILHARMONIC
10 LINCOLN CENTER PLAZANEW YORKNY10023CHARITY$150
HADASSAH
40 WALL STNEW YORKNY10005CHARITY$100
HILLEL
800 EIGHTH ST NWWASHINGTONDC20001CHARITY$100
HUNTER COLLEGE
695 PARK AVENEW YORKNY10065CHARITY$100
JCC ON THE PALISADES
411 E CLINTON AVETENAFLYNJ07670CHARITY$660
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$100
NAT'L COUNCIL OF JEWISH
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
WURGWEILER SCH OF SOC WK
2495 AMSTERDAM AVENEW YORKNY10033CHARITY$1,100
YACHAD
40 RECTOR ST 4TH FLNEW YORKNY10006CHARITY$50
YOUNG ISRAEL OF FT LEE
1610 PARKER AVEFORT LEENJ07024CHARITY$1,500
BNAI BRITH
1120 20TH ST NW 300NWASHINGTONDC20036CHARITY$100
ISRAEL CHILDREN & CANCER
141 WASHINGTON AVE 205LAWRENCENY11559CHARITY$25
WORLD JEWISH CONGRESS
PO BOX 70343PHILADELPHIAPA19176CHARITY$100
REFUAH YESHIVA
5229 NEW UTRECHT AVEBROOKLYNNY11219CHARITY$25
ZIONIST ORGANIZATION
633 THIRD AVE 31BNEW YORKNY10017CHARITY$50
GENERAL ISRAEL ORPHAN HOME
111 JOHN ST 1740NEW YORKNY10038CHARITY$25
CENTER FOR FOOD ACTION
192 W DEMEREST AVEENGELWOODNJ07631CHARITY$50
NJ SYMPHONY
60 PARK PLACE 900NEWARKNJ07102CHARITY$100
BORN TO RUN FOUNDATION
10 WOODFIELD RDMEDFIELDMA02052CHARITY$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$7,875TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,212RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,212RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,212TotalIncomeProducingActyAmt

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$6,779TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property5 SHS SHOPIFYNoncashPropertyDesc
Fair Market Value$6,779FairMarketValueAmt
Received2021-09-02ReceivedDt

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

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