LIPPMAN KANFER FOUNDATION FOR LIVING TORAH: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- LIPPMAN KANFER FOUNDATION FOR LIVING TORAH (EIN 46-1811101)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201933199349103268
- Schema version
- 2018v3.1
- 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
- Form 990-PF
- Expenditure Responsibility Stmt
- 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 | 2019-11-15T12:49:18-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 520 S MAIN STREET NO 2457 | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44311 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AARON DORFMAN | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 3302586449 | PhoneNum |
| Signature | 2019-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN CARTER | PreparerPersonNm |
| PTIN | P00369660 | PTIN |
| Phone | 3122071040 | PhoneNum |
| Preparation | 2019-11-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | 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 | $24,265,564 | 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 | $7,606 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,606 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $511,209 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $511,209 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,341,539 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,028,405 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,341,539 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $71,121 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $68,324 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,931,475 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,928,678 | 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 | $10,759 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $966,325 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $83,025 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $52,428 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $16,652 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $43,976 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $43,976 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $194,743 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $193,701 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,268,231 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $99,677 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $237,677 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,441,524 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,441,524 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,709,755 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $99,677 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,679,201 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$778,280 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,829,001 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $486,290 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,636,706 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,636,706 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $25,017,478 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $21,296,283 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $22,628,858 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $25,503,768 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,932,989 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $24,265,564 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $25,503,768 | RetainedEarningBOYAmt |
| Retained Earning EOY | $22,932,989 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $25,503,768 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $22,932,989 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $25,503,768 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $22,932,989 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $25,503,768 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$778,280 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $24,725,488 | SubtotalAmt |
| Other Decreases | $1,792,499 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $22,932,989 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| WELLS FARGO ST COVERED #5910 (AVAILABLE UPON REQUEST) | P | 2018-12-31 | $24,281 | $18,406 | $5,875 | $5,875 |
| WELLS FARGO LT COVERED #5910 (AVAILABLE UPON REQUEST) | P | 2018-12-31 | $207,882 | $137,684 | $70,198 | $70,198 |
| WELLS FARGO ST COVERED #3672 (AVAILABLE UPON REQUEST) | P | 2018-12-31 | $1,087,678 | $846,463 | $241,215 | $241,215 |
| WELLS FARGO LT COVERED #3672 (AVAILABLE UPON REQUEST) | P | 2018-12-31 | $110,464 | $62,489 | $47,975 | $47,975 |
| WELLS FARGO ST COVERED #9028 (AVAILABLE UPON REQUEST) | P | 2018-12-31 | $1,018,255 | $1,017,481 | $774 | $774 |
| WELLS FARGO ST NONCOVERED #9028 (AVAILABLE UPON REQUEST) | P | 2018-12-31 | $1,600,000 | $1,599,900 | $100 | $100 |
| WELLS FARGO LT COVERED #9028 (AVAILABLE UPON REQUEST) | P | 2018-12-31 | $3,877,456 | $3,514,586 | $362,870 | $362,870 |
| WELLS FARGO LT NONCOVERED #9028 (AVAILABLE UPON REQUEST) | P | 2018-12-31 | $800,562 | $461,802 | $338,760 | $338,760 |
| WELLS FARGO LT NONCOVERED #5910 (AVAILABLE UPON REQUEST) | P | 2018-12-31 | $104,789 | $28,055 | $76,734 | $76,734 |
| CAPITAL GAINS DIVIDENDS | P | $197,038 | $197,038 | $197,038 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,341,539 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,827,471 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $29,806,465 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.094861 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,769,130 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $25,813,259 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.107275 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $0 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $0 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.000000 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000000 | DistributionYr5Rt |
| Total Distribution | 0.202136 | TotalDistributionRt |
| Average Distribution | 0.040427 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $26,874,326 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,086,448 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $18,290 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,104,738 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,679,201 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $18,290 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $18,290 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $18,290 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,424 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $25,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $39,424 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $21,134 | OverpaymentAmt |
| Applied To ES Tax | $21,134 | 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 |
| 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 | MICHAEL MORAN | IndividualWithBooksNm |
| Phone | 2346783882 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 520 S MAIN STREET STE 2457 | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44311 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (6 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 | ||||||||
| 520 S MAIN STREET SUITE 2457 | AKRON | OH | 44311 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARCELLA KANFER ROLNICK | ||||||||
| 520 S MAIN STREET SUITE 2457 | AKRON | OH | 44311 | DIRECTOR/CHAIR | 4.00 | $0 | $0 | $0 |
| JOSHUA ROLNICK | ||||||||
| 520 S MAIN STREET SUITE 2457 | AKRON | OH | 44311 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MAMIE KANFER STEWART | ||||||||
| 520 S MAIN STREET SUITE 2457 | AKRON | OH | 44311 | DIRECTOR/SECRETARY | 1.00 | $0 | $0 | $0 |
| MICHAEL MORAN | ||||||||
| 520 S MAIN STREET SUITE 2457 | AKRON | OH | 44311 | TREASURER | 1.00 | $0 | $0 | $0 |
| AARON DORFMAN | ||||||||
| 520 S MAIN STREET SUITE 2457 | AKRON | OH | 44311 | PRESIDENT | 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 | |||||
| 520 S MAIN STREET SUITE 2457 | AKRON | OH | 44311 | MANAGEMENT SERVICES | $52,821 |
| VILI AND VE SOLUTIONS | |||||
| 245 W PARK AVE | NEW HAVEN | CT | 06511 | CONSULTING | $24,360 |
| 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 | $26,052,082 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,231,498 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $27,283,580 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $27,283,580 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $409,254 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $26,874,326 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,343,716 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,343,716 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,290 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $340 | IncomeTaxAmt |
| Total Tax | $18,630 | TotalTaxAmt |
| Distributable Before Adj | $1,325,086 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,325,086 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,325,086 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,679,201 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,679,201 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $18,290 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,660,911 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,325,086 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $377,991 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $704,313 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $386,900 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,507,119 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,387,100 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,363,423 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,679,201 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,325,086 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $354,115 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,717,538 | 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 | $377,991 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,339,547 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $704,313 | ExcessFromYear4Amt |
| Excess From Year3 | $386,900 | ExcessFromYear3Amt |
| Excess From Year2 | $1,507,119 | ExcessFromYear2Amt |
| Excess From Year1 | $1,387,100 | ExcessFromYear1Amt |
| Excess From Current Year | $354,115 | 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 | 520 S MAIN STREET SUITE 2457 | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44311 | 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 (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN JEWISH WORLD SERVICE | ||||||||||||
| 45 WEST 36TH STREET 11TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | GENERAL | $120,000 | |||||
| BEND THE ARC | ||||||||||||
| 330 7TH AVENUE 19TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | GENERAL | $31,000 | |||||
| BIMBAM | ||||||||||||
| 1970 BROADWAY SUITE 1020 | OAKLAND | CA | 94102 | NONE | PC | GENERAL | $25,000 | |||||
| HAZON | ||||||||||||
| 45 WEST 36TH STREET 8TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | GENERAL | $155,000 | |||||
| HONEYMOON ISRAEL | ||||||||||||
| 6070 WHITEGATE CROSSING | EAST AMHERST | NY | 14051 | NONE | PC | GENERAL | $100,000 | |||||
| ISRAEL CENTER FOR EDUCATIONAL INNOVATION - NEW ISRAEL FUND | ||||||||||||
| NONE | PC | GENERAL | $30,000 | PO BOX 177 | LEWISTON | MAINE | IS | 04243-0177 | ||||
| JEWISH EDUCATION PROJECT | ||||||||||||
| 520 EIGHTH AVENUE 15TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | GENERAL | $55,000 | |||||
| JEWISH EMERGENT NETWORK - IKAR | ||||||||||||
| 910 FAIRFAX AVE | LOS ANGELES | CA | 90036 | NONE | PC | GENERAL | $20,000 | |||||
| BEND THE ARC - A JEWISH PARTNERSHIP FOR JUSTICE | ||||||||||||
| 1100 H STREET NW SUITE 630 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL | $169,884 | |||||
| JEWISH THEOLOGICAL SEMINARY | ||||||||||||
| 3080 BROADWAY | NEW YORK | NY | 10027 | NONE | PC | GENERAL | $44,640 | |||||
| OTHER CONTRIBUTIONS | ||||||||||||
| 520 S MAIN STREET SUITE 2457 | AKRON | OH | 44311 | NONE | PC | GENERAL | $6,000 | |||||
| UPSTART | ||||||||||||
| 1111 BROADWAY 3RD FLOOR | OAKLAND | CA | 94607 | NONE | PC | GENERAL | $100,000 | |||||
| T'RUAH | ||||||||||||
| 266 WEST 37TH STREET SUITE 803 | NEW YORK | NY | 10018 | NONE | PC | GENERAL | $10,000 | |||||
| SH'MA INSTITUTE | ||||||||||||
| 520 S MAIN STREET SUITE 2457 | AKRON | OH | 44311 | NONE | PC | GENERAL | $100,000 | |||||
| SAFETY RESPECT EQUITY COALITION - NEW VENTURE FUND | ||||||||||||
| 209 KEARNY STREET | SAN FRANCISCO | CA | 94108 | NONE | PC | GENERAL | $25,000 | |||||
| MECHON HADAR | ||||||||||||
| 190 AMSTERDAM AVENUE | NEW YORK | NY | 10023 | NONE | PC | GENERAL | $45,000 | |||||
| LEADING EDGE GTBD | ||||||||||||
| 85 BROAD STREET 16TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | GENERAL | $25,000 | |||||
| JEWISH STUDIO PROJECT | ||||||||||||
| 940 DWIGHT WAY 13B | BERKELEY | CA | 94710 | NONE | PC | GENERAL | $30,000 | |||||
| JEWISH FEDERAL OF NORTHERN NEW JERSEY | ||||||||||||
| 50 EISENHOWER DR | PARAMUS | NJ | 07652 | NONE | PC | GENERAL | $25,000 | |||||
| CIVIC SPIRIT - HILLEL | ||||||||||||
| 800 EIGHTH STREET NW | WASHINGTON | DC | 20001 | NONE | PC | GENERAL | $25,000 | |||||
| PARDES INSTITUTE OF JEWISH STUDIES NORTH AMERICA INC | ||||||||||||
| 404 FIFTH AVENUE | NEW YORK | NY | 10018 | NONE | PC | GENERAL | $45,000 | |||||
| RELIGIOUS ACTION CENTER OF REFORM JUDAISM | ||||||||||||
| 633 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | PC | GENERAL | $30,000 | |||||
| EJEWISH PHILANTHROPY | ||||||||||||
| 2472 BROADWAY 331 | NEW YORK | NY | 10025 | NONE | PC | GENERAL | $5,000 | |||||
| HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE | ||||||||||||
| 800 EIGHTH STREET NW | WASHINGTON | DC | 20001 | NONE | PC | GENERAL | $50,000 | |||||
| THE SHALOM HARTMAN INSTITUTE OF NORTH AMERICA | ||||||||||||
| 475 RIVERSIDE DRIVE SUITE 1450 | NEW YORK | NY | 10115 | NONE | PC | GENERAL | $100,000 | |||||
| EMBODIED JEWISH LEARNING - UPSTART BAY AREA | ||||||||||||
| 1111 BROADWAY 3RD FLOOR | OAKLAND | CA | 94607 | NONE | PC | GENERAL | $20,000 | |||||
| RESETTING THE TABLE | ||||||||||||
| 116 E 27TH STREET | NEW YORK | NY | 10016 | NONE | PC | GENERAL | $50,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,441,524 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (7 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 | $160,000 |
| JEWISH SOCIAL JUSTICE ROUNDTABLE | |||||||
| 1100 H STREET NW SUITE 630 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL | $7,500 |
| UPSTART | |||||||
| 1111 BROADWAY 3RD FLOOR | OAKLAND | CA | 94607 | NONE | PC | GENERAL | $75,000 |
| SHALOM HARTMAN INSTITUTE | |||||||
| 475 RIVERSIDE DRIVE SUITE 1450 | NEW YORK | NY | 10115 | NONE | PC | GENERAL | $100,000 |
| SH'MA INSTITUTE | |||||||
| 520 EIGHTH AVENUE 15TH FLOOR | AKRON | OH | 44311 | NONE | PC | GENERAL | $220,000 |
| SAFETY RESPECT EQUITY COALITION | |||||||
| 209 KEARNY STREET | SAN FRANCISCO | CA | 94108 | NONE | PC | GENERAL | $50,000 |
| RESETTING THE TABLE | |||||||
| 116 E 27TH STREET | NEW YORK | NY | 10016 | NONE | PC | GENERAL | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $662,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,606 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $511,209 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,341,539 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $2,797 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $68,324 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $2,797 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,928,678 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,931,475 | 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 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SH'MA INSTITUTE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 520 S MAIN STREET SUITE 2457 | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44311 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2018-12-31 | GrantDt |
| Grant | $100,000 | GrantAmt |
| Purpose Of Grant | PUBLISHING OF SH'MA, WHICH IS A JOURNAL OF JEWISH RESPONSIBILITY IN PRINT AND ON-LINE FORM. SH'MA USED THE GRANT TO FUND ITS QUALIFIED CHARITABLE ADMINISTRATIVE EXPENSES INCURRED IN PRODUCING THE JOURNAL. | PurposeOfGrantTxt |
| Expended By Grantee | $100,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | WELLS FARGO INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $21,296,283 | BookValueAmt |
| EOYFMV | $22,628,858 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $10,759 | 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 | $1,792,499 | 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 | $1,042 | $0 | $0 |
| APPLYING JEWISH WISDOM INITIATIVE EXPENSES | $76,241 | $0 | $76,241 |
| JEWISH SENSIBILITIES RESOURCES EXPENSE | $13,528 | $0 | $13,528 |
| PRIZE COMPETITION EXPENSES | $76,216 | $0 | $76,216 |
| PROFESSIONAL STAFF DEVELOPMENT EXPENSES | $15,900 | $0 | $15,900 |
| DUES & SUBSCRIPTIONS | $11,816 | $0 | $11,816 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Revenue And Expenses Per Books | $71,121 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $68,324 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $71,121 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ASSET ADVISOR FEES | $83,025 | $83,025 | $0 |
| CONSULTING FEES | $83,095 | $0 | $0 |
| SALARIES AND OPERATING COSTS | $800,205 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $16,652 | $16,652 | $0 |
| FEDERAL EXCISE TAX | $35,776 | $0 | $0 |
Comments