ROBERT I LAPPIN CHARITABLE FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT I LAPPIN CHARITABLE FOUNDATION (EIN 04-6579206)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-06-12
- IRS object ID
- 201811639349100206
- Schema version
- 2017v2.2
- 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
- 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 | 2018-06-12T07:33:59-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 460633126 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARLETON LOPEZ & WIESMAN CPAS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 91 MONTVALE AVE | AddressLine1Txt |
| City | STONEHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02180 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | 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 | 9787440556 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29 Congress St PO Box 986 | AddressLine1Txt |
| City | Salem | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01970 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Robert I Lappin | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2018-06-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | David J Carleton CPA | PreparerPersonNm |
| PTIN | P00120214 | PTIN |
| Phone | 7812797800 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $2,364,191 | 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 | $600,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $12 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $12 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $56,441 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $56,441 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $56,441 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $102,685 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $19,635,901 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,075 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $759,138 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $68,528 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $56,453 | TotalAdjNetIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $238,681 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $238,681 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $13,532 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $13,532 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,750 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $16,580 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $224 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,339 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,339 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $66,842 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $340,724 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,563 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $252,213 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $115,468 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $115,468 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $456,192 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,563 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $367,681 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $302,946 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $66,965 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $56,453 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,813 | CashBOYAmt |
| Cash EOY | $59,508 | CashEOYAmt |
| Cash EOYFMV | $59,508 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,278 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $26,290 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $26,290 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $1,232 | PrepaidExpensesBOYAmt |
| Land Bldg Equip Cost Or Other Bss | $4,754 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,754 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $2,049,261 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,278,394 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,278,393 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,060,584 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,364,192 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,364,191 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $13,906 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $19,339 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $13,906 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $19,339 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $2,046,678 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,344,853 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,046,678 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,344,853 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,060,584 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,364,192 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,046,678 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $302,946 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,349,624 | SubtotalAmt |
| Other Decreases | $4,771 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,344,853 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Misc Fidelity | P | 2017-01-01 | 2017-05-15 | $19,464,674 | $19,524,101 | -$59,427 | -$59,427 |
| Misc Fidelity | P | 2016-01-01 | 2017-05-15 | $171,227 | $159,152 | $12,075 | $12,075 |
| Wash Sale | $59,427 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,075 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $349,453 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,652,185 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.21151 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $352,248 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,079,133 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.32642 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $292,612 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,016,830 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.28777 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $460,348 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,186,477 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.38800 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $331,067 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $896,525 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.36928 | DistributionYr5Rt |
| Total Distribution | 1.582971 | TotalDistributionRt |
| Average Distribution | 0.316594 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,844,344 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $583,908 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $670 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $584,578 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $367,681 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,339 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,339 | SubtotalAmt |
| Tax Based On Investment Income | $1,339 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,232 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,232 | TotalPaymentsAndCreditsAmt |
| Tax Due | $107 | TaxDueAmt |
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 |
| Form990 T Filed | false | Form990TFiledInd |
| 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 | Robert I Lappin | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9787440556 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 986 | AddressLine1Txt |
| City | Salem | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01970 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Robert I Lappin | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 Littles Point | AddressLine1Txt |
| City | Swsmpscott | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01907 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 10.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Deborah Coltin | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 Mandalay Dr | AddressLine1Txt |
| City | Peabody | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01960 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Executive Dir. | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 30.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $152,116 | CompensationAmt |
| Employee Benefits | $24,053 | EmployeeBenefitsAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Youth to Israel, an educational program for Jewish teens and their parents, teaches about Israel, including religion, culture, history and people. Youth to Israel includes a community trip to Israel for teens in July. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,838,269 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $34,161 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,872,430 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,872,430 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,086 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,844,344 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $92,217 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $92,217 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,339 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,339 | TotalTaxAmt |
| Distributable Before Adj | $90,878 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $90,878 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $90,878 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $367,681 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $367,681 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $367,681 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $90,878 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $287,202 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $401,334 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $243,297 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $299,072 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $267,909 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,498,814 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $367,681 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $90,878 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $276,803 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,775,617 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $287,202 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,488,415 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $401,334 | ExcessFromYear4Amt |
| Excess From Year3 | $243,297 | ExcessFromYear3Amt |
| Excess From Year2 | $299,072 | ExcessFromYear2Amt |
| Excess From Year1 | $267,909 | ExcessFromYear1Amt |
| Excess From Current Year | $276,803 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| American For Peace and Tolerance | ||||||
| 15 Main St Ste 118 | Newton | MA | 02472 | 501(c)(3) | For Ongoing Operations | $1,000 |
| Camera Committee for Accuracy | ||||||
| PO Box 35040 | Boston | MA | 02135 | 501(c)(3) | For ongoing operations | $3,600 |
| Chabad of the North Shore | ||||||
| 44 Burrill St Swampscott | Swampscott | MA | 01907 | 501(c)(3) | For ongoing operations | $9,000 |
| Doc Emet Productions | ||||||
| PO Box 10966 | Knoxville | TN | 37939 | 501(c)(3) | For ongoing operations | $250 |
| Temple Ahavat Achim | ||||||
| 86 Middle St | Gloucester | MA | 01930 | 501(c)(3) | For ongoing operations | $2,000 |
| Combined Jewish Philanthropies | ||||||
| 126 High St Fl 2 | Boston | MA | 02110 | 501(c)(3) | For ongoing operations | $25,000 |
| Dartmouth College | ||||||
| 6016 McNutt Hall | Hanover | NH | 03755 | 501(c)(3) | For ongoing operations | $5,000 |
| Gateways | ||||||
| 333 Nahanton Street | Newton | MA | 02459 | 501(c)(3) | For ongoing operations | $1,000 |
| Congregation Shirat Hayam | ||||||
| 55 Atlantic Ave | Swampscott | MA | 01907 | 501(c)(3) | For ongoing operations | $250 |
| Temple Emanu El | ||||||
| 393 Atlantic Ave | Marblehead MA | MA | 01945 | 501(c)(3) | For ongoing operations | $1,000 |
| CJUI Misc | ||||||
| PO Box 709 | Hillsboro | NH | 03244 | 501(c)(3) | For ongoing operations | $1,338 |
| Jewish Journal | ||||||
| 27 Congress St | Salem | MA | 01970 | 501(c)(3) | For ongoing operations | $2,080 |
| Salem State University | ||||||
| 352 Lafayette Street | Salem | MA | 01970 | 501(c)(3) | For ongoing operations | $10,000 |
| Shalom International | ||||||
| 3 W 35th St | New York | NY | 10001 | 501(c)(3) | For ongoing operations | $3,750 |
| United States Holocaust Memorial Mu | ||||||
| 100 Raoul Wallenberg Place | Washington | DC | 20024 | 501(c)(3) | For ongoing operations | $200 |
| Gordon College | ||||||
| 255 Grapevine Road | Wenham | MA | 01984 | 501(c)(3) | For ongoing operations | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $115,468 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $56,441 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $102,685 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $159,138 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $159,138 | 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 | 4 | 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 (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Andrew Lappin | ||||||
| 1 | 630 Lincoln | Glencoe | IL | 60022 | $139,879 | Yes (X) |
| Peter Lappin | ||||||
| 2 | 46 Neptune St | Beverly | MA | 01915 | $225,856 | Yes (X) |
| Nacy Lappin | ||||||
| 3 | 172 Beacon St | Boston | MA | 02116 | $225,856 | Yes (X) |
| Shetland Properties Inc | ||||||
| 4 | 29 Congress St | Salem | MA | 01970 | $6,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CLW | CategoryTxt |
| Amt | $3,750 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Machinery and Equipment | CategoryOrItemTxt |
| Cost Or Other Basis | $4,754 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $4,754 | AccumulatedDepreciationAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Fidelity | $2,049,261 | $2,278,393 | |
| Investment Assts | $2,278,393 | ||
| Rounding | $1 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| Group Insurance | $2,000 |
| JCC - Admin | $26,772 |
| JCC - Annaul Report | $14,147 |
| Payroll Taxes | $18,428 |
| WC Insurance | $5,495 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Consultant | $1,000 | $0 | $0 | $0 |
| Investment Exp | $224 | $224 | $0 | $0 |
| Prof Fee | $15,356 | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | tax expense | CategoryTxt |
| Amt | $1,339 | Amt |
| Net Investment Income | $1,339 | NetInvestmentIncomeAmt |
Comments