STRATEGY STUDIO / PUBLIC DATA EXPLORER

R & S RAPPAPORT FAMILY FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
R & S RAPPAPORT FAMILY FOUNDATION (EIN 20-1948425)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-10
IRS object ID
201701309349102050
Schema version
2016v3.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-05-10T13:19:18-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SCHECHTER DOKKEN KANTERBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1100 WASHINGTON AVE SO 1600AddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP554012192ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201948425EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1R & S RAPPAPORT FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% ROBERT RAPPAPORTInCareOfNm
Business Name ControlR&SRBusinessNameControlTxt
Phone9529312543PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111111 EXCELSIOR BOULEVARDAddressLine1Txt
CityHOPKINSCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55343ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT RAPPAPORTPersonNm
Person TitleofficerPersonTitleTxt
Phone6123325500PhoneNum
Signature2017-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTAN EISENBERG CPAPreparerPersonNm
PTINP00021010PTIN
Phone6123325500PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address206.169.247.206IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id41415920171305000005FederalOriginalSubmissionId
Federal Original Submission Id2017-05-10FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id1E4ADF8B1DE10D1F8839C66BF31B232B334134C8AtSubmissionCreationDeviceId
At Submission Filing Device IdD3147963CD2F4A6D23B418425D37CE442B3C603CAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$648,900FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$0TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$1,975AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$1,975AccountingFeesChrtblPrpsAmt
Interest Rev And Expnss$10,743InterestRevAndExpnssAmt
Interest Dsbrs Chrtbl$10,743InterestDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$12,718TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$12,718TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$15,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$15,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$27,718TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$27,718TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$27,718ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Corporate Stock BOY$610,139CorporateStockBOYAmt
Corporate Stock EOY$610,139CorporateStockEOYAmt
Corporate Stock EOYFMV$648,900CorporateStockEOYFMVAmt
Total Assets BOY$610,139TotalAssetsBOYAmt
Total Assets EOY$610,139TotalAssetsEOYAmt
Total Assets EOYFMV$648,900TotalAssetsEOYFMVAmt
Mortgages And Notes Payable BOY$151,323MortgagesAndNotesPayableBOYAmt
Mortgages And Notes Payable EOY$179,041MortgagesAndNotesPayableEOYAmt
Total Liabilities BOY$151,323TotalLiabilitiesBOYAmt
Total Liabilities EOY$179,041TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$458,816RetainedEarningBOYAmt
Retained Earning EOY$431,098RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$458,816TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$431,098TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$610,139TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$610,139TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$458,816TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$27,718ExcessRevenueOverExpensesAmt
Subtotal$431,098SubtotalAmt
Tot Net Ast Or Fund Balances EOY$431,098TotNetAstOrFundBalancesEOYAmt
FieldValueIRS element (for citing)
Cap Gains Loss Tx Invst Incm DetailCapGainsLossTxInvstIncmDetail

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$21,171AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$507,633NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.041705DistributionYr1Rt
Adjusted Qlfy Distri Yr2$13,924AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$380,247NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.036618DistributionYr2Rt
Adjusted Qlfy Distri Yr3$7,017AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$280,861NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.024984DistributionYr3Rt
Adjusted Qlfy Distri Yr4$6,593AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$168,325NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.039168DistributionYr4Rt
Adjusted Qlfy Distri Yr5$6,722AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$199,475NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.033698DistributionYr5Rt
Total Distribution0.176173TotalDistributionRt
Average Distribution0.035235AverageDistributionRt
Net Vl Noncharitable Assets$629,699NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$22,187AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$0NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$22,187AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$27,718QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Subtotal$0SubtotalAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$0TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMNOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1ROBERT RAPPAPORTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9529312543PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line111111 EXCELSIOR BLVDAddressLine1Txt
CityHOPKINSCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55343ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ROBERT L RAPPAPORT
11111 EXCELSIOR BLVDHOPKINSMN55343PRESIDENT/CHAIR/DIRE0$0$0$0
SUSAN L RAPPAPORT
11111 EXCELSIOR BLVDHOPKINSMN55343SECRETARY/DIRECTOR0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$639,288AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$639,288TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$639,288AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$9,589CashDeemedCharitableAmt
Net Vl Noncharitable Assets$629,699NetVlNoncharitableAssetsAmt
Minimum Investment Return$31,485MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$31,485MinimumInvestmentReturnAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$31,485DistributableBeforeAdjAmt
Distributable Before Ded$31,485DistributableBeforeDedAmt
Distributable As Adjusted$31,485DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$27,718ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$27,718QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$27,718AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$31,485DistributableAsAdjustedAmt
Undistributed Income PY$23,144UndistributedIncomePYAmt
Prior Year12014PriorYear1Yr
Prior Year22013PriorYear2Yr
Prior Year32012PriorYear3Yr
Qualifying Distributions$27,718QualifyingDistributionsAmt
Applied To Year1$23,144AppliedToYear1Amt
Applied To Current Year$4,574AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$26,911UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1Hazelden betty ford foundationBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 11AddressLine1Txt
CityCENTER CITYCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55012ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipnoneRecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposegeneralGrantOrContributionPurposeTxt
Amt$15,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$15,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp
Div And Int From Sec Part VIIDivAndIntFromSecPartVIIGrp
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp
Gain Sales Ast Oth Than InvntryGainSalesAstOthThanInvntryGrp
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp
Subtotals Incm Producing ActySubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
Categoryaccounting feesCategoryTxt
Amt$1,975Amt
Disbursements Charitable Prps$1,975DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationMNExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockBOSTON SCIENTIFIC stock-30000StockNm
EOY Book Value$610,139EOYBookValueAmt
EOYFMV$648,900EOYFMVAmt

Mortgages And Notes Payable Sch MortgagesAndNotesPayableSch

Note Payable NotePayableGrp

Lender Name LenderNameGrp

FieldValueIRS element (for citing)
PersonRAYMOND JAMES MARGIN LOANPersonNm
FieldValueIRS element (for citing)
Loan Original$22,500LoanOriginalAmt
Balance Due$179,041BalanceDueAmt
Interest5.InterestRt
Security Provided BorrowerSTOCKSecurityProvidedBorrowerTxt
Loan PurposeMARGIN LOANLoanPurposeTxt
Lender ConsiderationBOSTON SCIENTIFIC STOCKLenderConsiderationDesc