2022-11-15T07:57:48-06:00 2021-12-31 381357951 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990PF 2021-01-01 461811101 LIPPMAN KANFER FOUNDATION FOR LIVING TORAH LIPP 3302586449 100 PARK AVENUE SUITE 400 ORANGE VILLAGE OH 44122 AARON DORFMAN OFFICER 3302586449 2022-11-14 1 AARON DORFMAN 999009999 BRIAN CARTER P00369660 3122071040 2022-11-09 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X X 26885769 X 0 X 76 76 410438 410438 2052380 5731409 2052380 53223 33770 2516117 2496664 0 0 0 825 0 0 1342901 70360 0 3731 3731 0 745 0 745 222834 0 0 1571036 74091 745 1830500 1830500 3401536 74091 1831245 -885419 2422573 1535179 1247717 1247717 67643 38519 67643 67643 19931183 19197865 25570409 21504881 20513225 26885769 34644 15610 34644 15610 X 0 0 0 0 21470237 20497615 21470237 20497615 21504881 20513225 21470237 -885419 0 20584818 87203 20497615 WELLS FARGO ST COVERED #9028 (AVAILABLE UPON REQUEST) P 2021-12-31 172319 173262 -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 1849550 1268736 580814 580814 WELLS FARGO LT NONCOVERED #9028 (AVAILABLE UPON REQUEST) P 2021-12-31 2138038 1713488 424550 424550 WELLS FARGO ST COVERED #5910 (AVAILABLE UPON REQUEST) P 2021-12-31 109816 72792 37024 37024 WELLS FARGO ST NONCOVERED #5910 (AVAILABLE UPON REQUEST) P 2021-12-31 5396 5396 5396 WELLS FARGO LT COVERED #5910 (AVAILABLE UPON REQUEST) P 2021-12-31 543028 272386 270642 270642 WELLS FARGO LT NONCOVERED #5910 (AVAILABLE UPON REQUEST) P 2021-12-31 134003 43572 90431 90431 WELLS FARGO ST COVERED #3672 (AVAILABLE UPON REQUEST) P 2021-12-31 11015 12085 -1070 -1070 WELLS FARGO LT COVERED #3672 (AVAILABLE UPON REQUEST) P 2021-12-31 274232 122391 151841 151841 WELLS FARGO CAPITAL GAIN DISTRIBUTION #9028 P 2021-12-31 493213 493213 493213 WELLS FARGO CAPITAL GAIN DISTRIBUTION #5910 P 2021-12-31 482 482 482 2052380 33674 0 33674 0 33674 35946 0 30000 0 65946 0 32272 32272 0 0 0 0 0 0 0 0 0 1 1 0 1 1 OH NY 1 0 0 0 0 1 WWW.LKFLT.WORDPRESS.COM JP ENGLISH 2346783882 100 PARK AVENUE SUITE 400 ORANGE VILLAGE OH 44122 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 WALNUT RIDGE STRATEGIC MANAGEMENT COMPANY LLC 100 PARK AVENUE SUITE 400 ORANGE VILLAGE OH 44122 MANAGEMENT SERVICES 73000 LEGACY STRATEGIC ASSET MANAGEMENT 1891 GEORGETOWN RD HUDSON OH 44236 ASSET MANAGEMENT 70667 0 0 25183412 1362620 0 26546032 0 0 26546032 398190 26147842 1307392 1307392 33674 3488 37162 1270230 0 1270230 0 1270230 1831245 0 1831245 1270230 0 0 1507119 1387100 354115 258946 234403 3741683 1831245 0 0 0 1270230 561015 0 0 4302698 0 0 0 0 0 0 1507119 2795579 1387100 354115 258946 234403 561015 INFOLIPPMANKANFERORG 23 PARK PLACE BROOKLYN NY 11217 3302556200 ORGANIZATIONS MAY SUBMIT AN INFORMAL INTRODUCTORY EMAIL TO INFO@LIPPMANKANFER.ORG NONE NONE AMERICAN JEWISH WORLD SERVICE 45 WEST 36TH STREET 11TH FLOOR NEW YORK NY 10018 NONE PC GENERAL 120000 AMMUD 201 W 74TH STREET 8D NEW YORK NY 10023 NONE PC GENERAL 25000 BEND THE ARC 330 7TH AVENUE 19TH FLOOR NEW YORK NY 10001 NONE PC GENERAL 70000 CENTER FOR AMERICAN PROGRESS 1333 H STREET NW 10TH FLOOR WASHINGTON DC 20005 NONE PC GENERAL 25000 HONEYMOON ISRAEL 1417 MAYSON STREET NE ATLANTA GA 30324 NONE PC GENERAL 100000 INHEIRITANCE PROJECT 932 CARROLL STREET APT 2D BROOKLYN NY 11225 NONE PC GENERAL 37500 INSTITUTE FOR JEWISH SPIRITUALITY 121 WEST 27TH STREET SUITE 404 NEW YORK NY 10001 NONE PC GENERAL 65000 INSTITUTE FOR THE NEXT JEWISH FUTURE 5472 SOUTH EVERETT AVENUE CHICAGO IL 60615 NONE PC GENERAL 20000 JEWS OF COLOR FIELD-BUILDING INITIATIVE - IMPACT CUBED 441 SAXONY ROAD ENCINITAS CA 92024 NONE PC GENERAL 35000 JEWS UNITED FOR JUSTICE 2221 MARYLAND AVE 2ND FLOOR BALTIMORE MD 21218 NONE PC GENERAL 25000 JOIN FOR JUSTICE 359 BOYLSTON STREET 4TH FLOOR BOSTON MA 02116 NONE PC GENERAL 40000 LEADING EDGE 85 BROAD STREET NEW YORK NY 10004 NONE PC GENERAL 50000 M2 THE INSTITUTE FOR EXPERIENTIAL 441 SAXONY ROAD ENCINITAS CA 92024 NONE PC GENERAL 65000 NATAN FUND 142 WEST 57TH STREET 11TH FLOOR NEW YORK NY 10019 NONE PC GENERAL 65000 RECONSTRUCTING JUDAISM 1299 CHURCH ROAD WYNCOTE PA 19095 NONE PC GENERAL 20000 RELIGIOUS ACTION CENTER OF REFORM JUDAISM - GTBD 2027 MASSACHUESETTS AVENUE WASHINGTON DC 20036 NONE PC GENERAL 30000 SHUVA 239 WITHERS STREET 1 BROOKLYN NY 11211 NONE PC GENERAL 25000 HADAR INSTITUTE 190 AMSTERDAM AVENUE NEW YORK NY 10023 NONE PC GENERAL 83000 JEWISH SCHOLASTIC PRESS ASSOCIATION 1617 S DURANGO AVENUE LOS ANGELES CA 90035 NONE PC GENERAL 45000 KESHET 284 ARMORY STREET BOSTON MA 02130 NONE PC GENERAL 25000 MAYYIM HAYYIM 1838 WASHINGTON STREET NEWTON MA 02466 NONE PC GENERAL 40000 PHILANTHROPY FOR ACTIVE CIVIC ENGAGEMENT 611 PENNSYLVANIA AVE SE 372 WASHINGTON DC 20003 NONE PC GENERAL 50000 PRIZMAH 254 W 54TH STREET 11TH FLOOR NEW YORK NY 10019 NONE PC GENERAL 25000 SHALOM HARTMAN INSTITUTE OF NA 475 RIVERSIDE DRIVE SUITE 1450 NEW YORK NY 10115 NONE PC GENERAL 100000 SLINGSHOT 445 PARK AVENUE SUITE 16A NEW YORK NY 10022 NONE PC GENERAL 40000 THE DINNER PARTY 200 EASTERN PARKWAY BROOKLYN NY 11238 NONE PC GENERAL 30000 UPSTART 1111 BROADWAY 3RD FLOOR OAKLAND CA 94607 NONE PC GENERAL 50000 DAYENU 146 MONROE CENTER ST NW STE 300 GRAND RAPIDS MI 49503 NONE PC GENERAL 50000 HEBREW COLLEGE 160 HERRICK RD NEWTON CENTRE MA 02459 NONE PC GENERAL 25000 JEWISH WOMEN INTERNATIONAL 1129 20TH ST NW STE 801 WASHINGTON DC 20036 NONE PC GENERAL 30000 KIRVA INSTITUTE 31 WEST 34TH STREET SUITE 8026 NEW YORK NY 10001 NONE PC GENERAL 35000 SACRED SPACES 848 DODGE AVENUE STE 201 EVANSTON IL 60645 NONE PC GENERAL 30000 SRE NETWORK 1828 L STREET NW SUITE 300A WASHINGTON DC 20036 NONE PC GENERAL 25000 THEATRE DYBBUK PO BOX 292576 LOS ANGLES CA 90029 NONE PC GENERAL 30000 JEWISH SOCIAL JUSTICE ROUNDTABLE WASHINGTON DC WASHINGTON DC 20006 NONE PC GENERAL 25000 CIVIC SPIRIT 3101 CLIFTON AVE CINCINNATI OH 45220 NONE PC GENERAL 50000 HEBREW UNION COLLEGE 3101 CLIFTON AVE CINCINNATI OH 45220 NONE PC GENERAL 15000 ONE AMERICA MOVEMENT 4450 MITCHELLVILLE RD 1021 BOWIE MD 20716 NONE PC GENERAL 50000 PARDES 228 PARK AVENUE SOUTH SUITE 35858 NEW YORK NY 10003 NONE PC GENERAL 50000 RESETTING THE TABLE 25 BROADWAY NEW YORK NY 10004 NONE PC GENERAL 90000 GEORGE MASON UNIVERSITY FOUNDATION 4400 UNIVERSITY DRIVE MS 1A3 FAIRFAX VA 22030 NONE PC GENERAL 20000 1830500 AMMUD 201 W 74TH STREET 8D NEW YORK NY 10023 NONE PC GENERAL 25000 DAYENU 146 MONROE CENTER ST NW STE 300 GRAND RAPIDS MI 49503 NONE PC GENERAL 50000 INSTITUTE FOR JEWISH SPIRITUALITY 121 WEST 27TH STREET SUITE 404 NEW YORK NY 10001 NONE PC GENERAL 50000 JEWISH WOMEN INTERNATIONAL 1129 20TH ST NW STE 801 WASHINGTON DC 20036 NONE PC GENERAL 30000 JEWS OF COLOR FIELD-BUILDING 441 SAXONY ROAD ENCINITAS CA 92024 NONE PC GENERAL 35000 JOIN FOR JUSTICE 359 BOYLSTON STREET 4TH FLOOR BOSTON MA 02116 NONE PC GENERAL 40000 LEADING EDGE 85 BROAD STREET NEW YORK NY 10004 NONE PC GENERAL 50000 M2 THE INSTITUTE FOR EXPERIENTIAL 441 SAXONY ROAD ENCINITAS CA 92024 NONE PC GENERAL 65000 MAYYIM HAYYIM 1838 WASHINGTON STREET NEWTON MA 02466 NONE PC GENERAL 40000 MECHON HADAR 190 AMSTERDAM AVENUE NEW YORK NY 10023 NONE PC GENERAL 83000 PRIZMAH 254 W 54TH STREET 11TH FLOOR NEW YORK NY 10115 NONE PC GENERAL 25000 RELIGIOUS ACTION CENTER OF REFORM JUDAISM 2027 MASSACHUESETTS AVENUE WASHINGTON DC 20036 NONE PC GENERAL 30000 SRE NETWORK 1828 L STREET NW SUITE 300A WASHINGTON DC 20036 NONE PC GENERAL 25000 THE DINNER PARTY 200 EASTERN PARKWAY BROOKLYN NY 11238 NONE PC GENERAL 30000 AMERICAN JEWISH WORLD SERVICE 45 WEST 36TH STREET 11TH FLOOR NEW YORK NY 10018 NONE PC GENERAL 100000 CIVIC SPIRIT 3101 CLIFTON AVE CINCINNATI OH 45220 NONE PC GENERAL 50000 JEWISH SCHOLASTIC PRESS ASSOCIATION 1617 S DURANGO AVENUE LOS ANGELES CA 90035 NONE PC GENERAL 45000 ONE AMERICA MOVEMENT 4450 MITCHELLVILLE RD 1021 BOWIE MD 20716 NONE PC GENERAL 50000 PARDES 228 PARK AVENUE SOUTH SUITE 35858 NEW YORK NY 10003 NONE PC GENERAL 50000 PHILANTHROPY FOR ACTIVE CIVIC ENGAGEMENT 611 PENNSYLVANIA AVE SE 372 WASHINGTON DC 20003 NONE PC GENERAL 50000 SHALOM HARTMAN INSTITUTE OF NA 475 RIVERSIDE DRIVE SUITE 1450 NEW YORK NY 10115 NONE PC GENERAL 100000 1023000 14 76 14 410438 18 2052380 PARTNERSHIP INCOME 523000 19453 14 33770 19453 2496664 0 2516117 0 0 0 0 0 0 0 0 0 0 WELLS FARGO INVESTMENTS AT COST 19197865 24968199 TECUM CAPITAL PARTNERS II, LP AT COST 0 442324 COMMONFUND AT COST 0 159886 LEGAL FEES 825 0 0 UNREALIZED GAIN/LOSS 87203 INSURANCE EXPENSE 1147 0 0 APPLYING JEWISH WISDOM INITIATIVE EXPENSES 64487 0 0 PRIZE COMPETITION EXPENSES 90 0 0 PROFESSIONAL STAFF DEVELOPMENT EXPENSES 23259 0 0 DUES & SUBSCRIPTIONS 11308 0 0 TEAM DEVELOPMENT EXPENSES 122543 0 0 PARTNERSHIP INCOME 53223 33770 53223 ASSET ADVISOR FEES 70360 70360 0 CONSULTING FEES 38797 0 0 SALARIES AND OPERATING COSTS 1233744 0 0 FOREIGN TAXES PAID 3731 3731 0