ROBERT I LAPPIN CHARITABLE FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT I LAPPIN CHARITABLE FOUNDATION (EIN 04-6579206)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-02
- IRS object ID
- 201643079349100204
- Schema version
- 2015v2.0
- 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
- Schedule B
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-02T07:38:00-07:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 2015-01-01 | 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 | 2016-11-02 | 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 | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,858,786 | 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 | $6 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $41,407 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $41,407 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$3,051 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $29,161,372 | GrossSalesPriceAmt |
| Total Rev And Expnss | $638,362 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $41,413 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $265,533 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $265,359 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $33,224 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $15,789 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $18,002 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,280 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $105 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $105 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $1 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $53,794 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $370,659 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,385 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $281,148 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $71,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $71,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $441,759 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,385 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $352,248 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $196,603 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $39,028 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $41,591 | CashBOYAmt |
| Cash EOY | $40,310 | CashEOYAmt |
| Cash EOYFMV | $40,310 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $41,272 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,278 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,278 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $3,126 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $3,126 | PrepaidExpensesEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $4,754 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,754 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $1,619,860 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,830,110 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,814,072 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,702,723 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,874,824 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,858,786 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $9,211 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $9,482 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $2,603 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,550 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $11,814 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,032 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,690,909 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,861,792 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,690,909 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,861,792 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,702,723 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,874,824 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,690,909 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $196,603 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,887,512 | SubtotalAmt |
| Other Decreases | $25,720 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,861,792 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Misc Fidelity | P | 2015-01-01 | 2015-10-31 | $29,161,372 | $29,387,025 | -$225,653 | -$225,653 |
| Wash Sale | $214,249 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$11,404 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$11,404 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $292,612 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,016,830 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.28777 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $460,348 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,186,477 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.38800 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $331,067 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $896,525 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.36928 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $427,105 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $482,532 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.88513 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $691,272 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $191,644 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 3.60706 | DistributionYr5Rt |
| Total Distribution | 5.537239 | TotalDistributionRt |
| Average Distribution | 1.107448 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,079,133 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,195,084 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $390 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,195,474 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $352,248 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $781 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $781 | SubtotalAmt |
| Tax Based On Investment Income | $781 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,078 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,078 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,297 | OverpaymentAmt |
| Applied To ES Tax | $2,297 | 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 |
| 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 | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $167,116 | CompensationAmt |
| Employee Benefits | $11,565 | 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 | $12,263 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,053,979 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $41,588 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,095,567 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,095,567 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,434 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,079,133 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $53,957 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $53,957 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $781 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $781 | TotalTaxAmt |
| Distributable Before Adj | $53,176 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $53,176 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $53,176 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $352,248 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $352,248 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $352,248 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $53,176 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $681,690 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $402,978 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $287,202 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $401,334 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $243,297 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,016,501 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $352,248 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $53,176 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $299,072 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,315,573 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $681,690 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,633,883 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $402,978 | ExcessFromYear4Amt |
| Excess From Year3 | $287,202 | ExcessFromYear3Amt |
| Excess From Year2 | $401,334 | ExcessFromYear2Amt |
| Excess From Year1 | $243,297 | ExcessFromYear1Amt |
| Excess From Current Year | $299,072 | 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 | $3,000 |
| Chabad of the North Shore | ||||||
| 44 Burrill St Swampscott | Swampscott | MA | 01907 | 501(c)(3) | For ongoing operations | $6,000 |
| Clarion fund | ||||||
| 41S 5th Ave | Clarion | PA | 16214 | 501(c)(3) | For ongoing operations | $5,000 |
| Cohen Hillel Academy | ||||||
| 6 Community Road | Marblehead | MA | 01945 | 501(c)(3) | For ongoing operations | $5,000 |
| 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 |
| Gordon College | ||||||
| 255 Grapevine Road | Wenham | MA | 01984 | 501(c)(3) | For ongoing operations | $1,000 |
| Honest Reporting | ||||||
| 10024 Skokie Blvd | Skokie | IL | 60077 | 501(c)(3) | For ongoing operations | $1,000 |
| Jewish Community Center of North Sh | ||||||
| 4 Community Road | Marblehead | MA | 01945 | 501(c)(3) | For ongoing operations | $1,000 |
| Jewish Journal | ||||||
| 27 Congress St | Salem | MA | 01970 | 501(c)(3) | For ongoing operations | $1,000 |
| Palm Beach Synagogue | ||||||
| 120 N County Rd | Palm Beach | FL | 33480 | 501(c)(3) | For ongoing operations | $1,000 |
| Salem State University | ||||||
| 352 Lafayette Street | Salem | MA | 01970 | 501(c)(3) | For ongoing operations | $10,500 |
| Shalom International | ||||||
| 3 W 35th St | New York | NY | 10001 | 501(c)(3) | For ongoing operations | $4,250 |
| CJUI Christians and Jews United For | ||||||
| PO Box 709 | Hillsborough | NH | 03244 | 501(c)(3) | For ongoing operations | $350 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $71,100 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $41,407 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$3,051 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $38,362 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $38,362 | 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) |
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 (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Fidelity | $1,619,860 | $1,830,110 | |
| Investment Assts | $1,814,072 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| Adult-Jewish Soul Program | $325 |
| Connection Boys Girls | $241 |
| Group Insurance | $3,561 |
| JCC - Admin | $24,452 |
| JCC - Annaul Report | $8,959 |
| JCC-Intro to Ju | $59 |
| Misc Office | $2,495 |
| Office Admin | $250 |
| PJ Liabrary | $580 |
| Rekindle Shabbat | $370 |
| Resource Library | $99 |
| Teacher Program | $140 |
| Y2I Expenses | $12,263 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| ACCRUED PAYROLL TAXES | $2,603 | $3,549 |
| Rounding | $1 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Investment Exp | $2,280 | $2,280 | $0 | $0 |
| Prof Fee | $15,722 | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Tax | CategoryTxt |
| Amt | $1 | Amt |
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