LIPPMAN KANFER FOUNDATION FOR LIVING TORAH: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- LIPPMAN KANFER FOUNDATION FOR LIVING TORAH (EIN 46-1811101)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202223199349100547
- Schema version
- 2021v4.2
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T07:57:48-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381357951 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S RIVERSIDE PLAZA 9TH FLOOR | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461811101 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIPPMAN KANFER FOUNDATION FOR LIVING | BusinessNameLine1Txt |
| Business Name Line2 | TORAH | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LIPP | BusinessNameControlTxt |
| Phone | 3302586449 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 PARK AVENUE SUITE 400 | AddressLine1Txt |
| City | ORANGE VILLAGE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44122 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AARON DORFMAN | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 3302586449 | PhoneNum |
| Signature | 2022-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | AARON | PersonFirstNm |
| Person Last | DORFMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN CARTER | PreparerPersonNm |
| PTIN | P00369660 | PTIN |
| Phone | 3122071040 | PhoneNum |
| Preparation | 2022-11-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $26,885,769 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $76 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $76 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $410,438 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $410,438 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,052,380 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,731,409 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,052,380 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $53,223 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $33,770 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,516,117 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,496,664 | 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 |
| Legal Fees Rev And Expnss | $825 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $1,342,901 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $70,360 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,731 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,731 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $745 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $745 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $222,834 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,571,036 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $74,091 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $745 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,830,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,830,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,401,536 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $74,091 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,831,245 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$885,419 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,422,573 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,535,179 | CashBOYAmt |
| Cash EOY | $1,247,717 | CashEOYAmt |
| Cash EOYFMV | $1,247,717 | CashEOYFMVAmt |
| Acct Rcvbl | $67,643 | AcctRcvblAmt |
| Acct Rcvbl BOY | $38,519 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $67,643 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $67,643 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $19,931,183 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $19,197,865 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $25,570,409 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $21,504,881 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,513,225 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $26,885,769 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $34,644 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $15,610 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $34,644 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,610 | 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 | $21,470,237 | RetainedEarningBOYAmt |
| Retained Earning EOY | $20,497,615 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,470,237 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $20,497,615 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $21,504,881 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,513,225 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,470,237 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$885,419 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $20,584,818 | SubtotalAmt |
| Other Decreases | $87,203 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $20,497,615 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| WELLS FARGO ST COVERED #9028 (AVAILABLE UPON REQUEST) | P | 2021-12-31 | $172,319 | $173,262 | -$943 | -$943 |
| WELLS FARGO ST NONCOVERED #9028 (AVAILABLE UPON REQUEST) | P | 2021-12-31 | $317 | $317 | $0 | $0 |
| WELLS FARGO LT COVERED #9028 (AVAILABLE UPON REQUEST) | P | 2021-12-31 | $1,849,550 | $1,268,736 | $580,814 | $580,814 |
| WELLS FARGO LT NONCOVERED #9028 (AVAILABLE UPON REQUEST) | P | 2021-12-31 | $2,138,038 | $1,713,488 | $424,550 | $424,550 |
| WELLS FARGO ST COVERED #5910 (AVAILABLE UPON REQUEST) | P | 2021-12-31 | $109,816 | $72,792 | $37,024 | $37,024 |
| WELLS FARGO ST NONCOVERED #5910 (AVAILABLE UPON REQUEST) | P | 2021-12-31 | $5,396 | $5,396 | $5,396 | |
| WELLS FARGO LT COVERED #5910 (AVAILABLE UPON REQUEST) | P | 2021-12-31 | $543,028 | $272,386 | $270,642 | $270,642 |
| WELLS FARGO LT NONCOVERED #5910 (AVAILABLE UPON REQUEST) | P | 2021-12-31 | $134,003 | $43,572 | $90,431 | $90,431 |
| WELLS FARGO ST COVERED #3672 (AVAILABLE UPON REQUEST) | P | 2021-12-31 | $11,015 | $12,085 | -$1,070 | -$1,070 |
| WELLS FARGO LT COVERED #3672 (AVAILABLE UPON REQUEST) | P | 2021-12-31 | $274,232 | $122,391 | $151,841 | $151,841 |
| WELLS FARGO CAPITAL GAIN DISTRIBUTION #9028 | P | 2021-12-31 | $493,213 | $493,213 | $493,213 | |
| WELLS FARGO CAPITAL GAIN DISTRIBUTION #5910 | P | 2021-12-31 | $482 | $482 | $482 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,052,380 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $33,674 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $33,674 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $33,674 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $35,946 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $30,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $65,946 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $32,272 | OverpaymentAmt |
| Applied To ES Tax | $32,272 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | 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 | WWW.LKFLT.WORDPRESS.COM | WebsiteAddressTxt |
| Individual With Books | JP ENGLISH | IndividualWithBooksNm |
| Phone | 2346783882 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 PARK AVENUE SUITE 400 | AddressLine1Txt |
| City | ORANGE VILLAGE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44122 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| JOSEPH KANFER | ||||||||
| 100 PARK AVENUE SUITE 400 | ORANGE VILLAGE | OH | 44122 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARCELLA KANFER ROLNICK | ||||||||
| 100 PARK AVENUE SUITE 400 | ORANGE VILLAGE | OH | 44122 | DIRECTOR/CHAIR | 4.00 | $0 | $0 | $0 |
| JOSHUA ROLNICK | ||||||||
| 100 PARK AVENUE SUITE 400 | ORANGE VILLAGE | OH | 44122 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MAMIE KANFER STEWART | ||||||||
| 100 PARK AVENUE SUITE 400 | ORANGE VILLAGE | OH | 44122 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JP ENGLISH | ||||||||
| 100 PARK AVENUE SUITE 400 | ORANGE VILLAGE | OH | 44122 | TREASURER | 1.00 | $0 | $0 | $0 |
| AARON DORFMAN | ||||||||
| 100 PARK AVENUE SUITE 400 | ORANGE VILLAGE | OH | 44122 | PRESIDENT | 40.00 | $0 | $0 | $0 |
| VALERIE ROSENBERG | ||||||||
| 100 PARK AVENUE SUITE 400 | ORANGE VILLAGE | OH | 44122 | SECRETARY | 40.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WALNUT RIDGE STRATEGIC MANAGEMENT COMPANY LLC | |||||
| 100 PARK AVENUE SUITE 400 | ORANGE VILLAGE | OH | 44122 | MANAGEMENT SERVICES | $73,000 |
| LEGACY STRATEGIC ASSET MANAGEMENT | |||||
| 1891 GEORGETOWN RD | HUDSON | OH | 44236 | ASSET MANAGEMENT | $70,667 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $25,183,412 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,362,620 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $26,546,032 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $26,546,032 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $398,190 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $26,147,842 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,307,392 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,307,392 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $33,674 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $3,488 | IncomeTaxAmt |
| Total Tax | $37,162 | TotalTaxAmt |
| Distributable Before Adj | $1,270,230 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,270,230 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,270,230 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,831,245 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,831,245 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,270,230 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,507,119 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,387,100 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $354,115 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $258,946 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $234,403 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,741,683 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,831,245 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,270,230 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $561,015 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,302,698 | 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 | $1,507,119 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,795,579 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,387,100 | ExcessFromYear4Amt |
| Excess From Year3 | $354,115 | ExcessFromYear3Amt |
| Excess From Year2 | $258,946 | ExcessFromYear2Amt |
| Excess From Year1 | $234,403 | ExcessFromYear1Amt |
| Excess From Current Year | $561,015 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | INFOLIPPMANKANFERORG | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23 PARK PLACE | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11217 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3302556200 | RecipientPhoneNum |
| Form And Info And Materials | ORGANIZATIONS MAY SUBMIT AN INFORMAL INTRODUCTORY EMAIL TO INFO@LIPPMANKANFER.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN JEWISH WORLD SERVICE | |||||||
| 45 WEST 36TH STREET 11TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | GENERAL | $120,000 |
| AMMUD | |||||||
| 201 W 74TH STREET 8D | NEW YORK | NY | 10023 | NONE | PC | GENERAL | $25,000 |
| BEND THE ARC | |||||||
| 330 7TH AVENUE 19TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | GENERAL | $70,000 |
| CENTER FOR AMERICAN PROGRESS | |||||||
| 1333 H STREET NW 10TH FLOOR | WASHINGTON | DC | 20005 | NONE | PC | GENERAL | $25,000 |
| HONEYMOON ISRAEL | |||||||
| 1417 MAYSON STREET NE | ATLANTA | GA | 30324 | NONE | PC | GENERAL | $100,000 |
| INHEIRITANCE PROJECT | |||||||
| 932 CARROLL STREET APT 2D | BROOKLYN | NY | 11225 | NONE | PC | GENERAL | $37,500 |
| INSTITUTE FOR JEWISH SPIRITUALITY | |||||||
| 121 WEST 27TH STREET SUITE 404 | NEW YORK | NY | 10001 | NONE | PC | GENERAL | $65,000 |
| INSTITUTE FOR THE NEXT JEWISH FUTURE | |||||||
| 5472 SOUTH EVERETT AVENUE | CHICAGO | IL | 60615 | NONE | PC | GENERAL | $20,000 |
| JEWS OF COLOR FIELD-BUILDING INITIATIVE - IMPACT CUBED | |||||||
| 441 SAXONY ROAD | ENCINITAS | CA | 92024 | NONE | PC | GENERAL | $35,000 |
| JEWS UNITED FOR JUSTICE | |||||||
| 2221 MARYLAND AVE 2ND FLOOR | BALTIMORE | MD | 21218 | NONE | PC | GENERAL | $25,000 |
| JOIN FOR JUSTICE | |||||||
| 359 BOYLSTON STREET 4TH FLOOR | BOSTON | MA | 02116 | NONE | PC | GENERAL | $40,000 |
| LEADING EDGE | |||||||
| 85 BROAD STREET | NEW YORK | NY | 10004 | NONE | PC | GENERAL | $50,000 |
| M2 THE INSTITUTE FOR EXPERIENTIAL | |||||||
| 441 SAXONY ROAD | ENCINITAS | CA | 92024 | NONE | PC | GENERAL | $65,000 |
| NATAN FUND | |||||||
| 142 WEST 57TH STREET 11TH FLOOR | NEW YORK | NY | 10019 | NONE | PC | GENERAL | $65,000 |
| RECONSTRUCTING JUDAISM | |||||||
| 1299 CHURCH ROAD | WYNCOTE | PA | 19095 | NONE | PC | GENERAL | $20,000 |
| RELIGIOUS ACTION CENTER OF REFORM JUDAISM - GTBD | |||||||
| 2027 MASSACHUESETTS AVENUE | WASHINGTON | DC | 20036 | NONE | PC | GENERAL | $30,000 |
| SHUVA | |||||||
| 239 WITHERS STREET 1 | BROOKLYN | NY | 11211 | NONE | PC | GENERAL | $25,000 |
| HADAR INSTITUTE | |||||||
| 190 AMSTERDAM AVENUE | NEW YORK | NY | 10023 | NONE | PC | GENERAL | $83,000 |
| JEWISH SCHOLASTIC PRESS ASSOCIATION | |||||||
| 1617 S DURANGO AVENUE | LOS ANGELES | CA | 90035 | NONE | PC | GENERAL | $45,000 |
| KESHET | |||||||
| 284 ARMORY STREET | BOSTON | MA | 02130 | NONE | PC | GENERAL | $25,000 |
| MAYYIM HAYYIM | |||||||
| 1838 WASHINGTON STREET | NEWTON | MA | 02466 | NONE | PC | GENERAL | $40,000 |
| PHILANTHROPY FOR ACTIVE CIVIC ENGAGEMENT | |||||||
| 611 PENNSYLVANIA AVE SE 372 | WASHINGTON | DC | 20003 | NONE | PC | GENERAL | $50,000 |
| PRIZMAH | |||||||
| 254 W 54TH STREET 11TH FLOOR | NEW YORK | NY | 10019 | NONE | PC | GENERAL | $25,000 |
| SHALOM HARTMAN INSTITUTE OF NA | |||||||
| 475 RIVERSIDE DRIVE SUITE 1450 | NEW YORK | NY | 10115 | NONE | PC | GENERAL | $100,000 |
| SLINGSHOT | |||||||
| 445 PARK AVENUE SUITE 16A | NEW YORK | NY | 10022 | NONE | PC | GENERAL | $40,000 |
| THE DINNER PARTY | |||||||
| 200 EASTERN PARKWAY | BROOKLYN | NY | 11238 | NONE | PC | GENERAL | $30,000 |
| UPSTART | |||||||
| 1111 BROADWAY 3RD FLOOR | OAKLAND | CA | 94607 | NONE | PC | GENERAL | $50,000 |
| DAYENU | |||||||
| 146 MONROE CENTER ST NW STE 300 | GRAND RAPIDS | MI | 49503 | NONE | PC | GENERAL | $50,000 |
| HEBREW COLLEGE | |||||||
| 160 HERRICK RD | NEWTON CENTRE | MA | 02459 | NONE | PC | GENERAL | $25,000 |
| JEWISH WOMEN INTERNATIONAL | |||||||
| 1129 20TH ST NW STE 801 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL | $30,000 |
| KIRVA INSTITUTE | |||||||
| 31 WEST 34TH STREET SUITE 8026 | NEW YORK | NY | 10001 | NONE | PC | GENERAL | $35,000 |
| SACRED SPACES | |||||||
| 848 DODGE AVENUE STE 201 | EVANSTON | IL | 60645 | NONE | PC | GENERAL | $30,000 |
| SRE NETWORK | |||||||
| 1828 L STREET NW SUITE 300A | WASHINGTON | DC | 20036 | NONE | PC | GENERAL | $25,000 |
| THEATRE DYBBUK | |||||||
| PO BOX 292576 | LOS ANGLES | CA | 90029 | NONE | PC | GENERAL | $30,000 |
| JEWISH SOCIAL JUSTICE ROUNDTABLE | |||||||
| WASHINGTON DC | WASHINGTON | DC | 20006 | NONE | PC | GENERAL | $25,000 |
| CIVIC SPIRIT | |||||||
| 3101 CLIFTON AVE | CINCINNATI | OH | 45220 | NONE | PC | GENERAL | $50,000 |
| HEBREW UNION COLLEGE | |||||||
| 3101 CLIFTON AVE | CINCINNATI | OH | 45220 | NONE | PC | GENERAL | $15,000 |
| ONE AMERICA MOVEMENT | |||||||
| 4450 MITCHELLVILLE RD 1021 | BOWIE | MD | 20716 | NONE | PC | GENERAL | $50,000 |
| PARDES | |||||||
| 228 PARK AVENUE SOUTH SUITE 35858 | NEW YORK | NY | 10003 | NONE | PC | GENERAL | $50,000 |
| RESETTING THE TABLE | |||||||
| 25 BROADWAY | NEW YORK | NY | 10004 | NONE | PC | GENERAL | $90,000 |
| GEORGE MASON UNIVERSITY FOUNDATION | |||||||
| 4400 UNIVERSITY DRIVE MS 1A3 | FAIRFAX | VA | 22030 | NONE | PC | GENERAL | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,830,500 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMMUD | |||||||
| 201 W 74TH STREET 8D | NEW YORK | NY | 10023 | NONE | PC | GENERAL | $25,000 |
| DAYENU | |||||||
| 146 MONROE CENTER ST NW STE 300 | GRAND RAPIDS | MI | 49503 | NONE | PC | GENERAL | $50,000 |
| INSTITUTE FOR JEWISH SPIRITUALITY | |||||||
| 121 WEST 27TH STREET SUITE 404 | NEW YORK | NY | 10001 | NONE | PC | GENERAL | $50,000 |
| JEWISH WOMEN INTERNATIONAL | |||||||
| 1129 20TH ST NW STE 801 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL | $30,000 |
| JEWS OF COLOR FIELD-BUILDING | |||||||
| 441 SAXONY ROAD | ENCINITAS | CA | 92024 | NONE | PC | GENERAL | $35,000 |
| JOIN FOR JUSTICE | |||||||
| 359 BOYLSTON STREET 4TH FLOOR | BOSTON | MA | 02116 | NONE | PC | GENERAL | $40,000 |
| LEADING EDGE | |||||||
| 85 BROAD STREET | NEW YORK | NY | 10004 | NONE | PC | GENERAL | $50,000 |
| M2 THE INSTITUTE FOR EXPERIENTIAL | |||||||
| 441 SAXONY ROAD | ENCINITAS | CA | 92024 | NONE | PC | GENERAL | $65,000 |
| MAYYIM HAYYIM | |||||||
| 1838 WASHINGTON STREET | NEWTON | MA | 02466 | NONE | PC | GENERAL | $40,000 |
| MECHON HADAR | |||||||
| 190 AMSTERDAM AVENUE | NEW YORK | NY | 10023 | NONE | PC | GENERAL | $83,000 |
| PRIZMAH | |||||||
| 254 W 54TH STREET 11TH FLOOR | NEW YORK | NY | 10115 | NONE | PC | GENERAL | $25,000 |
| RELIGIOUS ACTION CENTER OF REFORM JUDAISM | |||||||
| 2027 MASSACHUESETTS AVENUE | WASHINGTON | DC | 20036 | NONE | PC | GENERAL | $30,000 |
| SRE NETWORK | |||||||
| 1828 L STREET NW SUITE 300A | WASHINGTON | DC | 20036 | NONE | PC | GENERAL | $25,000 |
| THE DINNER PARTY | |||||||
| 200 EASTERN PARKWAY | BROOKLYN | NY | 11238 | NONE | PC | GENERAL | $30,000 |
| AMERICAN JEWISH WORLD SERVICE | |||||||
| 45 WEST 36TH STREET 11TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | GENERAL | $100,000 |
| CIVIC SPIRIT | |||||||
| 3101 CLIFTON AVE | CINCINNATI | OH | 45220 | NONE | PC | GENERAL | $50,000 |
| JEWISH SCHOLASTIC PRESS ASSOCIATION | |||||||
| 1617 S DURANGO AVENUE | LOS ANGELES | CA | 90035 | NONE | PC | GENERAL | $45,000 |
| ONE AMERICA MOVEMENT | |||||||
| 4450 MITCHELLVILLE RD 1021 | BOWIE | MD | 20716 | NONE | PC | GENERAL | $50,000 |
| PARDES | |||||||
| 228 PARK AVENUE SOUTH SUITE 35858 | NEW YORK | NY | 10003 | NONE | PC | GENERAL | $50,000 |
| PHILANTHROPY FOR ACTIVE CIVIC ENGAGEMENT | |||||||
| 611 PENNSYLVANIA AVE SE 372 | WASHINGTON | DC | 20003 | NONE | PC | GENERAL | $50,000 |
| SHALOM HARTMAN INSTITUTE OF NA | |||||||
| 475 RIVERSIDE DRIVE SUITE 1450 | NEW YORK | NY | 10115 | NONE | PC | GENERAL | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,023,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $76 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $410,438 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,052,380 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $19,453 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $33,770 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $19,453 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,496,664 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,516,117 | 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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| WELLS FARGO INVESTMENTS | AT COST | $19,197,865 | $24,968,199 |
| TECUM CAPITAL PARTNERS II, LP | AT COST | $0 | $442,324 |
| COMMONFUND | AT COST | $0 | $159,886 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $825 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $87,203 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE EXPENSE | $1,147 | $0 | $0 |
| APPLYING JEWISH WISDOM INITIATIVE EXPENSES | $64,487 | $0 | $0 |
| PRIZE COMPETITION EXPENSES | $90 | $0 | $0 |
| PROFESSIONAL STAFF DEVELOPMENT EXPENSES | $23,259 | $0 | $0 |
| DUES & SUBSCRIPTIONS | $11,308 | $0 | $0 |
| TEAM DEVELOPMENT EXPENSES | $122,543 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Revenue And Expenses Per Books | $53,223 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $33,770 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $53,223 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ASSET ADVISOR FEES | $70,360 | $70,360 | $0 |
| CONSULTING FEES | $38,797 | $0 | $0 |
| SALARIES AND OPERATING COSTS | $1,233,744 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $3,731 | Amt |
| Net Investment Income | $3,731 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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