ROBERT I LAPPIN CHARITABLE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT I LAPPIN CHARITABLE FOUNDATION (EIN 04-6579206)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-08-16
- IRS object ID
- 202242289349100809
- 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
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-08-16T10:21:08-07:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-08-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DEBORAH | PersonFirstNm |
| Person Last | COLTIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH TRAINOR | PreparerPersonNm |
| PTIN | P02264599 | PTIN |
| Phone | 7814381416 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $25,760,168 | 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 | $7,951,231 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $11 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $11 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $526,400 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $526,400 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $526,400 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,015,952 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $53,886,197 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,015,952 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $835,310 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $33,247 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $11,526,841 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,542,363 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,361,721 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $256,780 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $256,780 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $222,672 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $222,672 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $24,473 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $24,473 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $55,770 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,900 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $281,434 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $192,667 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $43,256 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $36,616 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $2,629 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $11,584 | OccupancyRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $493 | TravConfMeetingRevAndExpnssAmt |
| Printing And Pub Rev And Expnss | $190 | PrintingAndPubRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $48,563 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $951,744 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $192,667 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $540,541 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $174,015 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $174,015 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,125,759 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $192,667 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $714,556 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $10,401,082 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,349,696 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,361,721 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $22,954 | CashBOYAmt |
| Cash EOY | $124,064 | CashEOYAmt |
| Cash EOYFMV | $124,064 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $26,430 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $26,439 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $26,439 | SavAndTempCashInvstEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $17,895 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,383 | LandBldgEquipAccumDeprecAmt |
| Land EOY | $10,512 | LandEOYAmt |
| Land EOYFMV | $10,512 | LandEOYFMVAmt |
| Other Assets BOY | $16,629,017 | OtherAssetsBOYAmt |
| Other Assets EOY | $25,599,153 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $25,599,153 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $16,678,401 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,760,168 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $25,760,168 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,314 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,924 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $11,601 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $12,915 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,924 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $16,665,486 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $25,758,244 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,665,486 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $25,758,244 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,678,401 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $25,760,168 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,665,486 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $10,401,082 | ExcessRevenueOverExpensesAmt |
| Subtotal | $27,066,568 | SubtotalAmt |
| Other Decreases | $1,308,324 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $25,758,244 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| VARIOUS FIDELITY | P | 2021-01-01 | 2021-12-31 | $46,214,670 | $45,434,737 | $779,933 | $779,933 |
| VARIOUS FIDELITY | P | 2018-01-01 | 2021-12-31 | $7,077,268 | $5,013,905 | $2,063,363 | $2,063,363 |
| VARIOUS FIDELITY | P | 2018-01-01 | 2021-12-31 | $114,888 | $21,603 | $93,285 | $93,285 |
| 39800.473 UBS | P | 2019-10-07 | 2021-10-07 | $399,597 | $400,000 | -$403 | -$403 |
| WASH SALE | P | $55,377 | $55,377 | $55,377 | |||
| Capital Gain Dividends | $24,397 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,015,952 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $835,310 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $46,561 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $46,561 | SubtotalAmt |
| Tax Based On Investment Income | $46,561 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,640 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,640 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $987 | EsPenaltyAmt |
| Tax Due | $40,908 | 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| DEBORAH COLTIN | |||||||
| 100 CUMMINGS CENTER 220-G | BEVERLY | MA | 01915 | Trustee | 40.00 | $242,848 | $13,932 |
| ANDREW LAPPIN | |||||||
| 100 CUMMINGS CENTER 220-G | BEVERLY | MA | 01915 | Trustee | 0.00 | $0 | |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt |
|---|---|---|---|---|---|---|---|
| SARAH OVADIA | |||||||
| 100 CUMMINGS CENTER 220-G | BEVERLY | MA | 01915 | DEVELOPMENT DIR. | 40.00 | $105,907 | $18,283 |
| SUSAN FEINSTEIN | |||||||
| 100 CUMMINGS CENTER 220-G | BEVERLY | MA | 01915 | OPERATIONS MGR. | 40.00 | $59,281 | $2,423 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRIME BUCHHOLZ | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 273 CORPORATE DRIVE | AddressLine1Txt |
| City | PORTSMOUTH | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT CONSULTING | ServiceTypeTxt |
| Compensation | $50,000 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $15,301,113 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,855,871 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,156,984 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $18,156,984 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $272,355 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,884,629 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $894,231 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $894,231 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $46,561 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $46,561 | TotalTaxAmt |
| Distributable Before Adj | $847,670 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $847,670 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $847,670 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $714,556 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $714,556 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $847,670 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $267,909 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $276,803 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $282,855 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $77,327 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $904,894 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $714,556 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $714,556 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $133,114 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $133,114 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $771,780 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $134,795 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $636,985 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $276,803 | ExcessFromYear4Amt |
| Excess From Year3 | $282,855 | ExcessFromYear3Amt |
| Excess From Year2 | $77,327 | ExcessFromYear2Amt |
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 (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CENTRAL FUND OF ISRAEL | ||||||
| 461 CENTRAL AVENUE | CEDARHURST | NY | 11516 | 501(C)(3) | FOR ONGOING OPERATIONS | $27,500 |
| CLARION PROJECT | ||||||
| 2435 NORTH CENTRAL EXPRESSWAY | RICHARDSON | TX | 75080 | 501(C)(3) | FOR ONGOING OPERATIONS | $5,000 |
| THE FOUNDATION FOR DEFENSE OF DEMOCRACY | ||||||
| PO BOX 33249 | WASHINGTON | DC | 20033 | 501(C)(3) | FOR ONGOING OPERATIONS | $5,000 |
| FRIENDS OF ELNET | ||||||
| 641 LEXINGTON AVENUE | NEW YORK | NY | 10022 | 501(C)(3) | FOR ONGOING OPERATIONS | $5,000 |
| MERONA LEADERSHIP FOUNDATION | ||||||
| 16027 VENTURA BOULEVARD | ENCINO | CA | 91436 | 501(C)(3) | FOR ONGOING OPERATIONS | $5,000 |
| MIDDLE EAST FORUM | ||||||
| 1650 MARKET STREET | PHILADELPHIA | PA | 19103 | 501(C)(3) | FOR ONGOING OPERATIONS | $5,000 |
| OPENDOR MEDIA | ||||||
| 11110 W OAKLAND PARK BOULEVARD | SUNRISE | FL | 33351 | 501(C)(3) | FOR ONGOING OPERATIONS | $100,000 |
| AMERICANS FOR PEACE | ||||||
| 15 MAIN STREET | WATERTOWN | MA | 02472 | 501(C)(3) | FOR ONGOING OPERATIONS | $2,500 |
| CAMERA | ||||||
| PO BOX 35040 | BOSTON | MA | 02135 | 501(C)(3) | FOR ONGOING OPERATIONS | $3,600 |
| JCCNS | ||||||
| 4 COMMUNITY ROAD | MARBLEHEAD | MA | 01945 | 501(C)(3) | FOR ONGOING OPERATIONS | $2,000 |
| JEWISH JOURNAL | ||||||
| PO BOX 2089 | SALEM | MA | 01970 | 501(C)(3) | FOR ONGOING OPERAITONS | $1,875 |
| MONTSERRAT COLLEGE OF ART | ||||||
| 23 ESSEX STREET | BEVERLY | MA | 01915 | 501(C)(3) | FOR ONGOING OPERATIONS | $1,000 |
| PMB 225 | ||||||
| 1121 N BETHLEHEM PIKE | SPRING HOUSE | PA | 19477 | 501(C)(3) | FOR ONGOING OPERATIONS | $2,500 |
| STAND WITH US | ||||||
| PO BOX 341069 | LOS ANGELES | CA | 90034 | 501(C)(3) | FOR ONGOING OPERATIONS | $2,500 |
| TEMPLE NER TAMID | ||||||
| PO BOX 709 | MIDDLETON | MA | 01949 | 501(C)(3) | FOR ONGOING OPERATIONS | $540 |
| UNITED NATIONS WATCH-USA | ||||||
| PO BOX 5872 | WASHINGTON | DC | 20016 | 501(C)(3) | FOR ONGOING OPERATIONS | $2,500 |
| ZIONIST ORG OF AMERICA | ||||||
| 633 THIRD AVENUE | NEW YORK | NY | 10017 | 501(C)(3) | FOR ONGOING OPERATIONS | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $174,015 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $526,400 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $3,015,952 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | US TREASURY 2020 TAX REFUND | Desc |
| Related Or Exempt Function Incm | $33,247 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $526,411 | ExclusionAmt |
| Related Or Exempt Function Incm | $3,049,199 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,575,610 | 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 | $3,900 | 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 | Computation MethodComputationMethodTxt | RtRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|
| CANON IRC-5540I COLOR COPIER | 2021-05-03 | $3,495 | 200DB | 0.2000 | $699 |
| DELL XPS 17 9710 | 2021-08-23 | $2,958 | 200DB | 0.2000 | $592 |
| OFFICER FURNITURE | 2021-10-22 | $6,688 | 200DB | 0.2000 | $1,338 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Machinery and Equipment | $8,249 | $5,453 | $2,796 | $10,512 |
| Miscellaneous | $9,646 | $1,930 | $7,716 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $55,770 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIDELITY | $13,831,223 | $22,857,431 | $22,857,431 |
| RIL 401K | $2,390,633 | $2,741,722 | $2,741,722 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| ANNUAL REPORT | $4,862 |
| BANK FEES | $334 |
| CREDIT CARD FEES | $13 |
| D&O INSURANCE | $651 |
| GENERAL LIABILITY INSURANCE | $2,540 |
| IT EXPENSE | $1,064 |
| MEDICAL INSURANCE | $5,882 |
| MOVING & STORAGE | $7,040 |
| OFFICE EXPENSE | $7,581 |
| PAYROLL PROCESSING FEE | $66 |
| POSTAGE | $752 |
| Special Event Expenses | $17,216 |
| WORKERS COMP | $562 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | US TREASURY 2020 TAX REFUND | Desc |
| Revenue And Expenses Per Books | $33,247 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FUNDRAISING | $3,159 | $0 | $0 | $0 |
| INVESTMENT CONSULTING | $50,000 | $50,000 | $0 | $0 |
| INVESTMENT EXPENSE | $19,319 | $19,319 | $0 | $0 |
| INVESTMENT EXPENSE | $4,683 | $4,683 | $0 | $0 |
| INVESTMENT EXPENSE | $445 | $445 | $0 | $0 |
| MANAGEMENT FEE | $203,828 | $118,220 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| FEDERAL INCOME TAX | $6,640 | |
| PAYROLL TAXES | $36,616 | $36,616 |
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