ROBERT I LAPPIN CHARITABLE FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT I LAPPIN CHARITABLE FOUNDATION (EIN 04-6579206)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-11
- IRS object ID
- 201513159349100311
- Schema version
- 2014v5.0
- 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
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-11T09:11:21-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 461261162 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEEGEL LIPSHUTZ & LO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 WILLIAM STREET SUITE 200 | AddressLine1Txt |
| City | WELLESLEY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02481 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | 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 |
| Phone | 9787440556 | PhoneNum |
| Signature | 2015-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER M LO ESQ | PreparerPersonNm |
| PTIN | P01342538 | PTIN |
| Phone | 7814317700 | PhoneNum |
| Preparation | 2015-11-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,699,916 | 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 | $850,238 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $21 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $21 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $31,987 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,865 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $58,171 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,040,372 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $63,346 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,476 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,476 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $941,893 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $88,708 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $261,359 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $261,359 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $34,821 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $15,113 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $30,135 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,309 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $37 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $37 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $123,494 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $449,857 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,346 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $276,472 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $16,140 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $16,140 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $465,997 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,346 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $292,612 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $475,896 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $76,362 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $95,360 | CashBOYAmt |
| Cash EOY | $41,591 | CashEOYAmt |
| Cash EOYFMV | $41,591 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,256 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $41,272 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $41,272 | SavAndTempCashInvstEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $4,754 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,754 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $1,126,161 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,619,860 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,617,053 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,222,777 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,702,723 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,699,916 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $6,184 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $9,211 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $1,580 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,603 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $7,764 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,814 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,215,013 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,690,909 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,215,013 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,690,909 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,222,777 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,702,723 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,215,013 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $475,896 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,690,909 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,690,909 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| ARBOR PLACE LIQUIDATION | P | $1,176,731 | $1,159,989 | $16,742 | $16,742 |
| FIDELITY PUBLICLY TRADED SECURITIES | P | $2,715,647 | $2,724,796 | -$9,149 | -$9,149 |
| STAR VENTURES ENT. NO. V | P | $8,968 | $170 | $8,798 | $8,798 |
| STAR SEED ENTERPRISE | P | $101,083 | $16,526 | $84,557 | $84,557 |
| STAR GROWTH ENTERPRISE | P | $2,345 | $311 | $2,034 | $2,034 |
| SVE STAR VENTURE ENT NO. IX | P | $11,831 | $75,234 | -$63,403 | -$63,403 |
| ARBOR PLACE K-1 ST CG | P | $14,793 | $14,793 | $14,793 | |
| ARBOR PLACE K-1 LT CG | P | $5,325 | $5,325 | $5,325 | |
| CAPITAL GAINS DIVIDENDS | P | $3,649 | $3,649 | $3,649 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $63,346 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $460,348 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,186,477 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.387996 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $331,067 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $896,525 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.369278 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $427,105 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $482,532 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.885133 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $691,272 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $191,644 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 3.607063 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $344,874 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $236,179 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.460223 | DistributionYr5Rt |
| Total Distribution | 6.709693 | TotalDistributionRt |
| Average Distribution | 1.341939 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,016,830 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,364,524 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $764 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,365,288 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $292,612 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,527 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,527 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,527 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,479 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $3,126 | AppliedToEsTaxAmt |
| Total Payments And Credits | $4,605 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,078 | OverpaymentAmt |
| Applied To ES Tax | $3,078 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | 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 | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
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 | SWAMPSCOTT | 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 |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
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 | $154,712 | CompensationAmt |
| Employee Benefits | $6,114 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $92,742 | Expenses1Amt |
| Description2 | INTERFAITH OUTREACH INCLUDES INTRODUCTION TO JUDAISM, A 25-WEEK COURSE FOR PEOPLE PREPARING FOR CONVERSION TO JUDAISM AS WELL AS FOR OTHERS WHO WANT TO EXPLORE JUDAISM, AND ADDITIONAL PROGRAMS THAT TEACH ABOUT THE JEWISH FAITH. | Description2Txt |
| Expenses2 | $1,666 | Expenses2Amt |
| Description3 | PROGRAMS FOR FAMILIES AND EDUCATORS TEACH ABOUT THE JEWISH FAITH, JEWISH RITUALS AND JEWISH LIVING, AND WAYS TO ENRICH THE JEWISH CONTENT AT HOME AND IN SCHOOLS. | Description3Txt |
| Expenses3 | $861 | Expenses3Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $977,828 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $54,487 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,032,315 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,032,315 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,485 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,016,830 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $50,842 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $50,842 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,527 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,527 | TotalTaxAmt |
| Distributable Before Adj | $49,315 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $49,315 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $49,315 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $292,612 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $292,612 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $292,612 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $49,315 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $333,065 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $681,690 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $402,978 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $287,202 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $401,334 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,106,269 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $292,612 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $49,315 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $243,297 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,349,566 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $333,065 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,016,501 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $681,690 | ExcessFromYear4Amt |
| Excess From Year3 | $402,978 | ExcessFromYear3Amt |
| Excess From Year2 | $287,202 | ExcessFromYear2Amt |
| Excess From Year1 | $401,334 | ExcessFromYear1Amt |
| Excess From Current Year | $243,297 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT I LAPPIN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICANS FOR PEACE AND TOLERANCE | ||||||
| 15 MAIN STREET SUITE 118 | NEWTON | MA | 02472 | 501(C)(3) | FOR ONGOING OPERATIONS | $1,600 |
| COMBINED JEWISH PHILANTHROPIES | ||||||
| 126 HIGH ST | BOSTON | MA | 02110 | 501(C)(3) | FOR ONGOING OPERATIONS | $5,000 |
| JEWISH JOURNAL | ||||||
| 27 CONGRESS ST | SALEM | MA | 01970 | 501(C)(3) | FOR ONGOING OPERATIONS | $5,400 |
| GATEWAYS | ||||||
| 333 NAHANTON STREET | NEWTON | MA | 02459 | 501(C)(3) | FOR ONGOING OPERATIONS | $1,000 |
| JEWISH COMMUNITY CENTER OF NORTH SHORE | ||||||
| 4 COMMUNITY ROAD | MARBLEHEAD | MA | 01945 | 501(C)(3) | FOR ONGOING OPERATIONS | $750 |
| HONEST REPORTING | ||||||
| 10024 SKOKIE BOULEVARD | SKOKIE | IL | 60077 | 501(C)(3) | FOR ONGOING OPERATIONS | $350 |
| GORDON COLLEGE | ||||||
| 255 GRAPEVINE ROAD | WENHAM | MA | 01984 | 501(C)(3) | FOR ONGOING OPERATIONS | $1,500 |
| ALGEMEINER | ||||||
| PO BOX 250746 | BROOKLYN | NY | 11225 | 501(C)(3) | FOR ONGOING OPERATIONS | $540 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $16,140 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31,987 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,476 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $58,171 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $91,655 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $91,655 | 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 | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ROBERT AND MARION LAPPIN | ||||||
| 1 | 60 LITTLES POINT | SWAMPSCOTT | MA | 01907 | $600,000 | Yes (X) |
| SHETLAND PROPERTIES INC | ||||||
| 2 | 29 CONGRESS ST | SALEM | MA | 01970 | $250,000 | Yes (X) |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (6 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SVE STAR VENTURES ENT NO V | -$8,627 | $0 | $0 |
| STAR SEED ENTERPRISE | -$68,032 | $0 | $0 |
| STAR GROWTH ENTERPRISE | -$1,723 | $0 | $0 |
| SVE STAR VENTURES ENT NO IX | $75,243 | $0 | $0 |
| ARBOR PLACE LP | $1,129,300 | $0 | $0 |
| FIDELITY | $0 | $1,619,860 | $1,617,053 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROGRAM DEVELOPMENT EXPENSES | $95,269 | $0 | $0 |
| JCC ADMINISTRATIVE EXPENSES | $27,447 | $0 | $0 |
| JCC LIBRARY | $490 | $0 | $0 |
| MISCELLANEOUS FILING FEE | $288 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MADOFF RECOVERY | $1,480 | $1,480 | $1,480 |
| NET RENTAL LOSS FROM K-1 | -$4 | -$4 | -$4 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| ACCRUED PAYROLL | $1,523 | $2,603 |
| ACCRUED FED & STATE TAX | $57 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSES | $311 | $311 | $0 |
| OTHER PROFESSIONAL FEES | $17,826 | $0 | $0 |
| PROFESSIONAL FEES ON K-1 | $11,998 | $11,998 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $11 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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