LIPPMAN KANFER FOUNDATION FOR LIVING TORAH: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
LIPPMAN KANFER FOUNDATION FOR LIVING TORAH (EIN 46-1811101)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-15
IRS object ID
202433209349106148
Schema version
2023v5.1
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)
Return2024-11-15T15:01:36-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN381357951PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PLANTE & MORAN PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110 S RIVERSIDE PLAZA 9TH FLOORAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461811101EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LIPPMAN KANFER FOUNDATION FOR LIVINGBusinessNameLine1Txt
Business Name Line2TORAHBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlLIPPBusinessNameControlTxt
Phone3302586449PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1100 PARK AVENUE SUITE 400AddressLine1Txt
CityORANGE VILLAGECityNm
State AbbreviationOHStateAbbreviationCd
ZIP44122ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL MORANPersonNm
Person TitleOFFICERPersonTitleTxt
Phone3302586449PhoneNum
Signature2024-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRIAN CARTERPreparerPersonNm
PTINP00369660PTIN
Phone3122071040PhoneNum
Preparation2024-11-14PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$19,063,159FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$9,016InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$9,016InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$460,245DividendsRevAndExpnssAmt
Dividends Net Invst Incm$460,245DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$804,439NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$5,955,746GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$804,439CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$133,628OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$112,888OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,407,328TotalRevAndExpnssAmt
Total Net Invst Incm$1,386,588TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$714LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$1,318,680OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$71,829OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$9,101TaxesRevAndExpnssAmt
Taxes Net Invst Incm$9,101TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$29,772TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$0TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$27,871OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$5,208OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,386,138TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$86,138TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,516,100ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,516,100ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,902,238TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$86,138TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,516,100TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,494,910ExcessRevenueOverExpensesAmt
Net Investment Income$1,300,450NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$309,203CashBOYAmt
Cash EOY$632,083CashEOYAmt
Cash EOYFMV$632,083CashEOYFMVAmt
Acct Rcvbl$20,178AcctRcvblAmt
Acct Rcvbl BOY$17,315AcctRcvblBOYAmt
Acct Rcvbl EOY$20,178AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$20,178AcctRcvblEOYFMVAmt
Other Investments BOY$18,946,810OtherInvestmentsBOYAmt
Other Investments EOY$16,162,518OtherInvestmentsEOYAmt
Other Investments EOYFMV$18,410,898OtherInvestmentsEOYFMVAmt
Total Assets BOY$19,273,328TotalAssetsBOYAmt
Total Assets EOY$16,814,779TotalAssetsEOYAmt
Total Assets EOYFMV$19,063,159TotalAssetsEOYFMVAmt
Accounts Payable BOY$9,034AccountsPayableBOYAmt
Accounts Payable EOY$145,486AccountsPayableEOYAmt
Total Liabilities BOY$9,034TotalLiabilitiesBOYAmt
Total Liabilities EOY$145,486TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$19,264,294RetainedEarningBOYAmt
Retained Earning EOY$16,669,293RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$19,264,294TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$16,669,293TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$19,273,328TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$16,814,779TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$19,264,294TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,494,910ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$16,769,384SubtotalAmt
Other Decreases$100,091OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$16,669,293TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
WELLS FARGO ST COVERED #9028 (AVAILABLE UPON REQUEST)P2023-12-31$221,806$219,224$2,582$2,582
WELLS FARGO ST NONCOVERED #9028 (AVAILABLE UPON REQUEST)P2023-12-31$2,040,000$2,040,000$0$0
WELLS FARGO LT COVERED #9028 (AVAILABLE UPON REQUEST)P2023-12-31$2,122,896$1,973,693$149,203$149,203
WELLS FARGO LT NONCOVERED #9028 (AVAILABLE UPON REQUEST)P2023-12-31$950,048$563,784$386,264$386,264
WELLS FARGO ST COVERED #5910 (AVAILABLE UPON REQUEST)P2023-12-31$27,234$27,959-$725-$725
WELLS FARGO LT COVERED #5910 (AVAILABLE UPON REQUEST)P2023-12-31$212,027$124,919$87,108$87,108
WELLS FARGO LT NONCOVERED #5910 (AVAILABLE UPON REQUEST)P2023-12-31$30,175$6,504$23,671$23,671
WELLS FARGO ST COVERED #3672 (AVAILABLE UPON REQUEST)P2023-12-31$9,158$9,403-$245-$245
WELLS FARGO LT COVERED #3672 (AVAILABLE UPON REQUEST)P2023-12-31$149,759$185,821-$36,062-$36,062
WELLS FARGO CAPITAL GAIN DISTRIBUTION #9028P2023-12-31$192,430$192,430$192,430
WELLS FARGO CAPITAL GAIN DISTRIBUTION #5910P2023-12-31$213$213$213
FieldValueIRS element (for citing)
Capital Gain Net Income$804,439CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$18,076InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$18,076SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$18,076TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,276EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$15,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$21,276TotalPaymentsAndCreditsAmt
Es Penalty$583EsPenaltyAmt
Overpayment$2,617OverpaymentAmt
Applied To ES Tax$2,617AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.LKFLT.WORDPRESS.COMWebsiteAddressTxt
Individual With BooksMICHAEL MORANIndividualWithBooksNm
Phone2346783882PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1100 PARK AVENUE SUITE 400AddressLine1Txt
CityORANGE VILLAGECityNm
State AbbreviationOHStateAbbreviationCd
ZIP44122ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOSEPH KANFER
100 PARK AVENUE SUITE 400ORANGE VILLAGEOH44122DIRECTOR1.00$0$0$0
MARCELLA KANFER ROLNICK
100 PARK AVENUE SUITE 400ORANGE VILLAGEOH44122DIRECTOR/CHAIR4.00$0$0$0
JOSHUA ROLNICK
100 PARK AVENUE SUITE 400ORANGE VILLAGEOH44122DIRECTOR1.00$0$0$0
MAMIE KANFER STEWART
100 PARK AVENUE SUITE 400ORANGE VILLAGEOH44122DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
WALNUT RIDGE STRATEGIC MANAGEMENT COMPANY LLC
100 PARK AVENUE SUITE 400ORANGE VILLAGEOH44122MANAGEMENT SERVICES$73,000
LEGACY STRATEGIC ASSET MANAGEMENT
1891 GEORGETOWN RDHUDSONOH44236ASSET MANAGEMENT$51,360
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$18,564,804AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$351,426AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$18,916,230TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$18,916,230AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$283,743CashDeemedCharitableAmt
Net Vl Noncharitable Assets$18,632,487NetVlNoncharitableAssetsAmt
Minimum Investment Return$931,624MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$931,624MinimumInvestmentReturnAmt
Tax Based On Investment Income$18,076TaxBasedOnInvestmentIncomeAmt
Income Tax$2,919IncomeTaxAmt
Total Tax$20,995TotalTaxAmt
Distributable Before Adj$910,629DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$910,629DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$910,629DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,516,100ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,516,100QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$910,629DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$354,115ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$258,946ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$234,403ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$561,015ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$946,232ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,354,711TotalExcessDistributionCyovAmt
Qualifying Distributions$2,516,100QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$910,629AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,605,471RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$3,960,182TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$354,115ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$3,606,067ExcessDistriCyovToNextYrAmt
Excess From Year4$258,946ExcessFromYear4Amt
Excess From Year3$234,403ExcessFromYear3Amt
Excess From Year2$561,015ExcessFromYear2Amt
Excess From Year1$946,232ExcessFromYear1Amt
Excess From Current Year$1,605,471ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonINFOLIPPMANKANFERORGRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line123 PARK PLACEAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11217ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3302556200RecipientPhoneNum
Form And Info And MaterialsORGANIZATIONS MAY SUBMIT AN INFORMAL INTRODUCTORY EMAIL TO INFO@LIPPMANKANFER.ORGFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (55 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN JEWISH WORLD SERVICE
45 WEST 36TH STREETNEW YORKNY10018NONEPCGENERAL$150,000
AMMUD
201 W 74TH STREET 8DNEW YORKNY10023NONEPCGENERAL$25,000
BEND THE ARC
330 7TH AVENUE 19TH FLOORNEW YORKNY10001NONEPCGENERAL$25,000
DAYENU
146 MONROE CENTER ST NW STE 300GRAND RAPIDSMI49503NONEPCGENERAL$50,000
HONEYMOON ISRAEL
1417 MAYSON STREET NEATLANTAGA30324NONEPCGENERAL$100,000
INHEIRITANCE PROJECT
932 CARROLL STREET APT 2DBROOKLYNNY11225NONEPCGENERAL$19,000
INSTITUTE FOR JEWISH SPIRITUALITY
121 WEST 27TH STREET SUITE 404NEW YORKNY10001NONEPCGENERAL$20,000
INSTITUTE FOR THE NEXT JEWISH FUTURE
5472 SOUTH EVERETT AVENUECHICAGOIL60615NONEPCGENERAL$150,000
JEWISH SOCIAL JUSTICE ROUNDTABLE
WASHINGTON DCWASHINGTONDC20006NONEPCGENERAL$25,000
JEWS OF COLOR FIELD-BUILDING INITIATIVE - IMPACT CUBED
441 SAXONY ROADENCINITASCA92024NONEPCGENERAL$20,000
JOIN FOR JUSTICE
359 BOYLSTON STREET 4TH FLOORBOSTONMA02116NONEPCGENERAL$20,000
KESHET
284 ARMORY STREETBOSTONMA02130NONEPCGENERAL$25,000
KIRVA INSTITUTE
31 WEST 34TH STREET SUITE 8026NEW YORKNY10001NONEPCGENERAL$35,000
LEADING EDGE
85 BROAD STREETNEW YORKNY10004NONEPCGENERAL$50,000
M2 THE INSTITUTE FOR EXPERIENTIAL
441 SAXONY ROADENCINITASCA92024NONEPCGENERAL$40,000
MAYYIM HAYYIM
1838 WASHINGTON STREETNEWTONMA02466NONEPCGENERAL$70,000
NATAN FUND
142 WEST 57TH STREET 11TH FLOORNEW YORKNY10019NONEPCGENERAL$40,000
PRIZMAH
254 W 54TH STREET 11TH FLOORNEW YORKNY10019NONEPCGENERAL$60,000
RECONSTRUCTING JUDAISM
1299 CHURCH ROADWYNCOTEPA19095NONEPCGENERAL$20,000
SRE NETWORK
1828 L STREET NW SUITE 300AWASHINGTONDC20036NONEPCGENERAL$10,000
THEATRE DYBBUK
PO BOX 292576LOS ANGLESCA90029NONEPCGENERAL$30,000
#DAF REACTIONS
100 PARK AVENUE SUITE 400ORANGE VILLAGEOH44122NONEPCGENERAL$20,000
AMERICAN JEWISH UNIVERSITY
7135 CARPENTER RDSKOKIEIL60077NONEPCGENERAL$25,000
AT THE WELL
1140 3RD STREET NEWASHINGTONDC20002NONEPCGENERAL$45,600
ATRA
800 8TH ST NWWASHINGTONDC200013724NONEPCGENERAL$25,000
AYIN PRESS
515 WESTMINSTER RDBROOKLYNNY11218NONEPCGENERAL$50,000
BAMIDBAR
300 S DAHILIA ST SUITE 205DENVERCO80246NONEPCGENERAL$50,000
BEIT TORAHTAH
100 PARK AVENUE SUITE 400ORANGE VILLAGEOH44122NONEPCGENERAL$30,000
BELOVED
100 PARK AVENUE SUITE 400ORANGE VILLAGEOH44122NONEPCGENERAL$50,000
GASHMIUS
100 PARK AVENUE SUITE 400ORANGE VILLAGEOH44122NONEPCGENERAL$25,000
JEWISH ENRICHMENT CENTER
5200 S HYDE PARK BLVDCHICAGOIL60615NONEPCGENERAL$30,000
JEWISH FEDERATION OF NORTH AMERICA - JEDI
25 BROADWAY 17TH FLOORNEW YORKNY10004NONEPCGENERAL$50,000
JEWISH STUDIO PROJECT
940 DWIGHT WAYBERKELEYCA94710NONEPCGENERAL$50,000
JEWTINA Y CO
PO BOX 5473RICHMONDCA94805NONEPCGENERAL$20,000
KAVOD V'NICHUM
PO BOX 1206MAPLEWOODNJ07040NONEPCGENERAL$25,000
LABA
14TH ST YNEW YORKNY10003NONEPCGENERAL$48,000
MECHON HADAR
210 W 93RD STNEW YORKNY10025NONEPCGENERAL$101,000
MODERN RITUAL
100 PARK AVENUE SUITE 400ORANGE VILLAGEOH44122NONEPCGENERAL$20,000
ONE TABLE
228 PARK AVE S SUITE 77191NEW YORKNY10003NONEPCGENERAL$20,000
OR HALEV
440 N BARRANCA AVECOVINACA91723NONEPCGENERAL$25,000
PALTO ALTO JCC
3921 FABIAN WAYPALO ALTOCA94303NONEPCGENERAL$25,000
SVARA
4411 N RAVENSWOOD AVE SUITE 300CHICAGOIL60640NONEPCGENERAL$50,000
TEMPLE OF THE STRANGER
100 PARK AVENUE SUITE 400ORANGE VILLAGEOH44122NONEPCGENERAL$25,000
TISCH PDX
2420 NE SANDY BLVDPORTLANDOR97232NONEPCGENERAL$18,000
WILDERNESS TORAH
2222 HAROLD WAY SUITE CWBERKELEYCA94704NONEPCGENERAL$25,000
A MORE PERFECT UNION
620 HIDDEN VALLEY DRIVEHENDERSONNV89002NONEPCGENERAL$225,000
CIVI SPORT
3101 CLIFTON AVECINCINNATIOH45220NONEPCGENERAL$50,000
HILLEL
800 8TH STREET NWWASHINGTONDC20001NONEPCGENERAL$50,000
JEWISH SCHOLASTIC PRESS ASSOCIATION
1617 S DURANGO AVENUELOS ANGELESCA90035NONE 22500PCGENERAL$22,500
ONE AMERICA MOVEMENT
4450 MITCHELLVILLE ROAD 1021BOWIEMD20716NONEPCGENERAL$50,000
PARDES
228 PARK AVENUE SOUTH SUITE 35858NEW YORKNY10003NONEPCGENERAL$50,000
PHILANTHROPY FOR ACTIVE CIVIC ENGAGEMENT
611 PENNSYLVANIA AVE SE 372WASHINGTONDC20003NONEPCGENERAL$15,000
RESETTING THE TABLE
25 BROADWAY 17TH FLOORNEW YORKNY10004NONEPCGENERAL$60,000
SHALOM HARTMAN INSTITUTE OF NA
475 RIVERSIDE DRIVE SUITE 1450NEW YORKNY10115NONEPCGENERAL$100,000
FIELD EXPERIMENT GRANTS
475 RIVERSIDE DRIVE SUITE 1450NEW YORKNY10115NONEPCGENERAL$100,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,559,100TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$9,016ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$460,245ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$804,439ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescPARTNERSHIP INCOMEDesc
Business523000BusinessCd
Unrelated Business Taxbl Incm$20,740UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd
Exclusion$112,888ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$20,740UnrelatedBusinessTaxblIncmAmt
Exclusion$1,386,588ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,407,328TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
WELLS FARGO INVESTMENTSAT COST$16,162,518$17,846,501
TECUM CAPITAL PARTNERS II, LPAT COST$0$423,492
COMMONFUNDAT COST$0$140,905

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$714LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN/LOSSDesc
Amt$100,091Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE EXPENSE$7,057$0$0
PROFESSIONAL STAFF DEVELOPMENT EXPENSES$2,554$0$0
DUES & SUBSCRIPTIONS$5,208$5,208$0
TEAM DEVELOPMENT$3,340$0$0
OTHER EXPENSE$9,712$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescPARTNERSHIP INCOMEDesc
Revenue And Expenses Per Books$133,628RevenueAndExpensesPerBooksAmt
Net Investment Income$112,888NetInvestmentIncomeAmt
Adjusted Net Income$133,628AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ASSET ADVISOR FEES$51,047$51,047$0
CONSULTING FEES$20,782$20,782$0
SALARIES AND OPERATING COSTS$1,246,851$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategoryTxt
Amt$9,101Amt
Net Investment Income$9,101NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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