TAPPER CHARITABLE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- TAPPER CHARITABLE FOUNDATION (EIN 04-2700063)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-16
- IRS object ID
- 202201369349104350
- Schema version
- 2020v4.2
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases 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 | 2022-05-16T13:33:34-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 591818353 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAUFMAN ROSSIN & COPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3310 MARY STREET SUITE 501 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33133 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042700063 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAPPER CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TAPP | BusinessNameControlTxt |
| Phone | 5084779300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 509 FALMOUTH ROAD | AddressLine1Txt |
| City | MASHPEE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02649 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALBERT TAPPER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5084779300 | PhoneNum |
| Signature | 2022-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ALBERT | PersonFirstNm |
| Person Last | TAPPER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | J MICHAEL CUSTER | PreparerPersonNm |
| PTIN | P00262706 | PTIN |
| Phone | 3058585600 | PhoneNum |
| Preparation | 2022-05-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $20,290,644 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,674,620 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $167,365 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $164,809 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$269,566 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,446,029 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,655 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,655 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,578,074 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $169,464 | 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 |
| Accounting Fees Rev And Expnss | $4,725 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,363 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $61,586 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $61,586 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $14,070 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,409 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,684 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $83,790 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $65,633 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $535,050 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $535,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $618,840 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $65,633 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $535,050 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,959,234 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $103,831 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $7,722,055 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,313,243 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,313,243 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $413 | AcctRcvblAmt |
| Acct Rcvbl BOY | $397 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $413 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $413 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $1,621,426 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,907,207 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,959,151 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $749,627 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,155,973 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,133,885 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $4,144,084 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $14,802,872 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $15,881,151 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $2,088 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,801 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,801 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $14,239,677 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,182,509 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,290,644 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $500 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $5,869 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,869 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $14,239,177 | RetainedEarningBOYAmt |
| Retained Earning EOY | $19,176,640 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,239,177 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,176,640 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,239,677 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,182,509 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,239,177 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,959,234 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $19,198,411 | SubtotalAmt |
| Other Decreases | $21,771 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $19,176,640 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $3,396,649 | $3,715,595 | -$318,946 | -$318,946 | |
| CAPITAL GAINS DIVIDENDS | $49,380 | $49,380 | $49,380 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$269,566 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,443 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,443 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,443 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,201 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,201 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,758 | OverpaymentAmt |
| Applied To ES Tax | $6,758 | 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 | Yes (1) | 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 |
| Individual With Books | KAREN CHEVERIE | IndividualWithBooksNm |
| Phone | 5084779300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 509 FALMOUTH ROAD | AddressLine1Txt |
| City | MASHPEE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02649 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ALBERT TAPPER | ||||||||
| 509 FALMOUTH ROAD | MASHPEE | MA | 02649 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LYNNE TAPPER | ||||||||
| 509 FALMOUTH ROAD | MASHPEE | MA | 02649 | ADVISORY TRUSTEE | 1.00 | $0 | $0 | $0 |
| EVE TAPPER | ||||||||
| 509 FALMOUTH ROAD | MASHPEE | MA | 02649 | ADVISORY TRUSTEE | 0.50 | $0 | $0 | $0 |
| JILL TAPPER | ||||||||
| 509 FALMOUTH ROAD | MASHPEE | MA | 02649 | ADVISORY TRUSTEE | 0.50 | $0 | $0 | $0 |
| JAY TAPPER | ||||||||
| 509 FALMOUTH ROAD | MASHPEE | MA | 02649 | ADVISORY TRUSTEE | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $11,173,534 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,904,421 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,077,955 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,077,955 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $271,169 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,806,786 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $890,339 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $890,339 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,443 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,443 | TotalTaxAmt |
| Distributable Before Adj | $888,896 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $1,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $889,896 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $889,896 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $535,050 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $535,050 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $535,050 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $889,896 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $532,709 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $535,050 | QualifyingDistributionsAmt |
| Applied To Year1 | $532,709 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,341 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $887,555 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (56 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||||
| 250 WILLIAMS STREET NW | ATLANTA | GA | 30303 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $12,100 |
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $12,000 |
| ANTI-DEFAMATION LEAGUE | |||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $12,000 |
| BRANDEIS UNIVERSITY | |||||||
| 415 SOUTH STREET | WALTHAM | MA | 02453 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 |
| BROAD STREET MINISTRY | |||||||
| 315 SOUTH BROAD STREET | PHILADELPHIA | PA | 19107 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $1,500 |
| CASA YOUTH ADVOCATS | |||||||
| PO BOX 407 | MEDIA | PA | 19063 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 |
| CENTER FOR CHILDREN'S ADVOCACY | |||||||
| 65 ELIZABETH STREET | HARTFORD | CT | 06105 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $2,500 |
| CLEVELAND FOOD BANK | |||||||
| 15500 SOUTH WATERLOO ROAD | CLEVELAND | OH | 44110 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 |
| CLEVELAND RAPE CRISIS CENTER | |||||||
| 1228 EUCLID AVE SUITE 200 | CENTERVILLE | OH | 44115 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $7,500 |
| COMBINED JEWISH PHILANTHROPIES | |||||||
| 126 HIGH STREET | BOSTON | MA | 02110 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 |
| CONNECTICUT WOMEN'S EDUCATION & LEGAL FUND | |||||||
| 7 CHARTER OAK AVENUE SUITE 1-300 | HARTFORD | CT | 06106 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $2,500 |
| CRADLES TO CRAYONS | |||||||
| 4700 WISSAHICKON AVE SUITE 142 | PHILADELPHIA | PA | 19144 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $2,500 |
| CT FORUM | |||||||
| 750 MAIN STREET | HARTFORD | CT | 06103 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $2,500 |
| DANA FARBER CANCER INSTITUTE | |||||||
| 10 BROOKLINE AVENUE | BOSTON | MA | 02215 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 |
| EQUAL JUSTICE INITIATIVE | |||||||
| 122 COMMERCE STREET | MONTGOMERY | AL | 36104 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 |
| FANS FOR THE CURE | |||||||
| PO BOX 913 | LARCHMONT | NY | 10538 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 |
| FOODSHARE INC | |||||||
| 450 WOODLAND AVENUE | BLOOMFIELD | CT | 06002 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 |
| FRIENDS OF FREE SPIRIT | |||||||
| 1549 ARRBOR AVE | HIGHLAND PARK | IL | 60035 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $15,000 |
| FRIENDS OF THE AVARA INSTITUTE | |||||||
| 896 BEACON STREET | BOSTON | MA | 02215 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $5,500 |
| GABRIELLE'S ANGEL FOUNDATION FOR CANCER | |||||||
| 142 W 57TH STREET FLOOR 11 | NEW YORK | NY | 10019 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $20,000 |
| HARTFORD PROMISE | |||||||
| 750 MAIN STREET | HARTFORD | CT | 06103 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 |
| HELPING HANDS TOGETHER | |||||||
| 226 WEST 25TH STREET | NEW YORK | NY | 10001 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $2,000 |
| IDEASTREAM | |||||||
| 1375 EUCLID AVENUE | CLEVELAND | OH | 44115 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $2,500 |
| JEWISH ALLIANCE FOR LAW & SOCIAL ACTION | |||||||
| 18 TREMONT STREET SUITE 320 | BOSTON | MA | 02108 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 |
| JEWISH FAMILIY & CHILDREN'S SERVICES | |||||||
| 1430 MAIN STREET | WALTHAM | MA | 02451 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 |
| JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY INC | |||||||
| 9901 DONNA KLEIN BLVD | BOCA RATON | FL | 33428 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $1,000 |
| KNOX INC | |||||||
| 75 LAUREL STREET | HARTFORD | CT | 06106 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $500 |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 475 PARK AVENUE SOUTH 21ST FLOOR | NEW YORK | NY | 10016 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $12,000 |
| LIEBA FISCHER PURIM FUND | |||||||
| 122 RICKY LAND | LAKEWOOD | NJ | 08701 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $200 |
| MACHNE ISRAEL | |||||||
| 770 EASTERN PARKWAY | BROOKLYN | NY | 11213 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $4,000 |
| MIRACLE LEAGUE OF CONNECTICUT INC | |||||||
| PO BOX 331223 | WEST HARTFORD | CT | 06133 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $2,500 |
| MORGAN ADAMS FOUNDATION | |||||||
| 5303 EEVANS AVENUE SUITE 200 | DENVER | CO | 80222 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $100 |
| NAALEH | |||||||
| 23980 CHAGRIN BLVD SUITE 203 | BEACHWOOD | OH | 44122 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $2,500 |
| NORTHWESTERN UNIVERSITY | |||||||
| 1999 CAMPUS DRIVE OFFICE C | EVANSTON | IL | 60208 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $1,000 |
| PHILLY FRIENDSHIP CIRCLE | |||||||
| PO BOX 25067 | PHILADELPHIA | PA | 19147 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| 434 WEST 33RD STREET | NEW YORK | NY | 10001 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 |
| PLAYHOUSE ON PARK | |||||||
| 244 PARK ROAD | WEST HARTFORD | CT | 06119 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $2,500 |
| PLAYHOUSE SQUARE | |||||||
| 1501 EUCLID AVENUE | CLEVELAND | OH | 44115 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $7,500 |
| PROVIDENCE HOUSE INC | |||||||
| 2050 WEST 32ND STREET | CLEVELAND | OH | 44113 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $2,500 |
| REACH | |||||||
| PO BOX 540024 | WALTHAM | MA | 02454 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 |
| RHEUMATOID ARTHRITIS FOUNDATION | |||||||
| 8815 CONROY WINDERMERE RD SUITE 309 | ORLANDO | FL | 32835 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $12,000 |
| RONALD MCDONALD HOUSE OF CLEVELAND | |||||||
| 10415 EUCLID AVENUE | CLEVELAND | OH | 44106 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 |
| TAMARACK CAMPS | |||||||
| 6735 TELKEGRAPH ROAD SUITE 380 | BLOOMFIELD HILLS | MI | 48301 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 |
| TEMPLE BETH AVODAH | |||||||
| 45 PUDDINGSTONE LANE | NEWTOWN | MA | 02459 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 |
| TEMPLE BETH SHOLOM | |||||||
| 4144 CHASE AVENUE | MIAMI BEACH | FL | 33140 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $1,475 |
| TEMPLE EMANUEL SINAI | |||||||
| 661 SALISBURY STREET | WORCESTER | MA | 01609 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $575 |
| THE GATHERING PLACE | |||||||
| 23300 COMMERCE PARK | CLEVELAND | OH | 44122 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $7,500 |
| THE INTERNATIONAL 22Q112 FOUNDATION | |||||||
| PO BOX 532 | MATAWAN | NJ | 07747 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $2,500 |
| THE NEW SHUL | |||||||
| 440 PARK AVENUE SOUTH 4TH FLOOR | NEW YORK | NY | 10016 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $500 |
| THEATERWORKS | |||||||
| 233 PEARL STREET | HARTFORD | CT | 06103 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $1,500 |
| TOWN THAT CARES FUND | |||||||
| 50 SOUTHMAIN STREET ROOM 306 | WEST HARTFORD | CT | 06107 | N/A | GOVERNMENTAL UNIT | GENERAL OPERATIONS | $10,000 |
| TRUSTEES OF BOSTON UNIVERSITY | |||||||
| 595 COMMONWEALTH AVE SUITE 700 | BOSTON | MA | 02215 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $100,000 |
| WOODLYNDE SCHOOL | |||||||
| 445 UPPER GULPH ROAD | STRAFFORD | PA | 19087 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $2,500 |
| WORCESTER JEWISH FEDERATION | |||||||
| 633 SALISBURY STREET | WORCESTER | MA | 01609 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $100,000 |
| YARMOUTH POLICE RELIEF ASSOCIATION | |||||||
| ONE BRAD ERICKSON WAY | WEST YARMOUTH | MA | 02673 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $100 |
| YESHIVA ACHEI T'MIMIM | |||||||
| 22 NEWTON AVENUE | WORCESTER | MA | 01602 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $535,050 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $27,755 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $139,610 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,655 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$269,566 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECOVERY OF PRIOR YEAR GRANT | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $1,000 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $27,755 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$124,301 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$96,546 | TotalIncomeProducingActyAmt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESTATE OF CHARLES TAPPER | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O 3020 N MILITARY TRAIL 275 | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33431 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,674,620 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,725 | Amt |
| Net Investment Income | $2,363 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHEVRON CORPORATION STOCK | $3,625 | $31,832 |
| COMMON STOCK AT FIDELITY #144001 | $515,603 | $465,016 |
| COMMON STOCK AT FIDELITY #129903 | $20,998 | $20,867 |
| COMMON STOCK AT FIDELITY #169780 | $615,747 | $616,170 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $1,907,207 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $1,959,151 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| STATE OF ISRAEL BOND | AT COST | $1,000 | $1,230 |
| MUTUAL FUNDS AT FIDELITY #128860 | AT COST | $6,791,203 | $6,785,692 |
| MUTUAL FUNDS AND ETPS AT FIDELITY #129903 | AT COST | $5,007,173 | $6,090,733 |
| MAXIM OPPORTUNITY FUND LP | AT COST | $487,244 | $487,244 |
| I80 GROUP SPECIALTY FINANCE LP | AT COST | $1,516,252 | $1,516,252 |
| AG MORTGAGE VALUE FUND LP | AT COST | $1,000,000 | $1,000,000 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MAXIM FUND DISTRIBUTION RECEIVABLE | Desc |
| BOY Book Value | $2,088 | BOYBookValueAmt |
| EOY Book Value | $2,801 | EOYBookValueAmt |
| EOYFMV | $2,801 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX REPORTING DIFFERENCES | Desc |
| Amt | $21,771 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MAXIM INCOME OPPORTUNITY FUND II, LP (K-1 PASSTHROUGH) | $1,684 | $1,684 | $0 |
| REPAIRS & MAINTENANCE | $461 | $0 | $0 |
| UTILITIES | $1,450 | $0 | $0 |
| MISCELANOEUS FEES | -$186 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| I80 GROUP SPECIALTY FINANCE, LP | $4,655 | $4,655 | $4,655 |
| RECOVERY OF PRIOR YEAR GRANT | $1,000 | $1,000 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAXES PAYABLE | Desc |
| BOY Book Value | $500 | BOYBookValueAmt |
| EOY Book Value | $5,869 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISOR FEES | CategoryTxt |
| Amt | $61,586 | Amt |
| Net Investment Income | $61,586 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE TAXES | $70 | $0 | $0 |
| ESTIMATED TAX PAYMENT | $14,000 | $0 | $0 |