LIPPMAN KANFER FOUNDATION FOR LIVING TORAH: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LIPPMAN KANFER FOUNDATION FOR LIVING TORAH (EIN 46-1811101)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202033219349104788
- Schema version
- 2019v5.1
- 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 Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T15:26:27-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | ONE GOJO PLAZA NO 300 | 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 | 2020-11-16 | 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 | 2020-11-16 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 73.246.97.147 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-16 | IPDt |
| IP Tm | 11:04:14 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D2CFBF155AE28353D4A3462FB3372B4F2FC36008 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | 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 | $25,517,551 | 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 | $25,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $4,301 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,301 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $529,799 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $529,799 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $637,005 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,233,634 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $637,005 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $7,062 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $36,347 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,203,167 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,207,452 | 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 | $19,465 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $1,283,042 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $69,988 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $17,016 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $17,016 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $38,588 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $38,588 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $216,059 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,574,170 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $87,004 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $38,588 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,517,743 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,517,743 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,091,913 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $87,004 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,556,331 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,888,746 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,120,448 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,636,706 | SavAndTempCashInvstBOYAmt |
| Other Investments BOY | $21,296,283 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $20,640,604 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $25,517,551 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $22,932,989 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,640,604 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $25,517,551 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $39,451 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $39,451 | 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 | $22,932,989 | RetainedEarningBOYAmt |
| Retained Earning EOY | $20,601,153 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $22,932,989 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $20,601,153 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $22,932,989 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,640,604 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $22,932,989 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,888,746 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $21,044,243 | SubtotalAmt |
| Other Decreases | $443,090 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $20,601,153 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 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 | 2019-12-31 | $49,556 | $47,040 | $2,516 | $2,516 |
| WELLS FARGO LT COVERED #5910 (AVAILABLE UPON REQUEST) | P | 2019-12-31 | $257,815 | $253,232 | $4,583 | $4,583 |
| WELLS FARGO LT NONCOVERED #5910 (AVAILABLE UPON REQUEST) | P | 2019-12-31 | $303,128 | $71,216 | $231,912 | $231,912 |
| WELLS FARGO ST COVERED #3672 (AVAILABLE UPON REQUEST) | P | 2019-12-31 | $154,387 | $123,898 | $30,489 | $30,489 |
| WELLS FARGO LT COVERED #3672 (AVAILABLE UPON REQUEST) | P | 2019-12-31 | $1,051,315 | $773,954 | $277,361 | $277,361 |
| WELLS FARGO ST COVERED #9028 (AVAILABLE UPON REQUEST) | P | 2019-12-31 | $31,745 | $33,151 | -$1,406 | -$1,406 |
| WELLS FARGO ST NONCOVERED #9028 (AVAILABLE UPON REQUEST) | P | 2019-12-31 | $114,599 | $114,597 | $2 | $2 |
| WELLS FARGO LT COVERED #9028 (AVAILABLE UPON REQUEST) | P | 2019-12-31 | $680,733 | $677,766 | $2,967 | $2,967 |
| WELLS FARGO LT NONCOVERED #9028 (AVAILABLE UPON REQUEST) | P | 2019-12-31 | $490,864 | $501,775 | -$10,911 | -$10,911 |
| WELLS FARGO CAPITAL GAIN DISTRIBUTION #9028 | P | 2019-12-31 | $98,724 | $98,724 | $98,724 | |
| WELLS FARGO CAPITAL GAIN DISTRIBUTION #5910 | P | 2019-12-31 | $768 | $768 | $768 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $637,005 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,660,911 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $26,874,326 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.061803 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,827,471 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $29,806,465 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.094861 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,769,130 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $25,813,259 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.107275 | 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 | 0.263939 | TotalDistributionRt |
| Average Distribution | 0.052788 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $26,171,776 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,381,556 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $11,204 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,392,760 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,556,331 | 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 | $11,204 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,204 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,204 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $21,134 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $21,134 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $9,930 | OverpaymentAmt |
| Applied To ES Tax | $9,930 | 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 | ONE GOJO PLAZA NO 300 | 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 (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 | ||||||||
| ONE GOJO PLAZA NO 300 | AKRON | OH | 44311 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARCELLA KANFER ROLNICK | ||||||||
| ONE GOJO PLAZA NO 300 | AKRON | OH | 44311 | DIRECTOR/CHAIR | 4.00 | $0 | $0 | $0 |
| JOSHUA ROLNICK | ||||||||
| ONE GOJO PLAZA NO 300 | AKRON | OH | 44311 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MAMIE KANFER STEWART | ||||||||
| ONE GOJO PLAZA NO 300 | AKRON | OH | 44311 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JP ENGLISH | ||||||||
| ONE GOJO PLAZA NO 300 | AKRON | OH | 44311 | TREASURER | 1.00 | $0 | $0 | $0 |
| AARON DORFMAN | ||||||||
| ONE GOJO PLAZA NO 300 | AKRON | OH | 44311 | PRESIDENT | 40.00 | $0 | $0 | $0 |
| VALERIE ROSENBERG | ||||||||
| ONE GOJO PLAZA NO 300 | AKRON | OH | 44311 | 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 | |||||
| ONE GOJO PLAZA NO 300 | AKRON | OH | 44311 | MANAGEMENT SERVICES | $78,000 |
| LEGACY STRATEGIC ASSET MANAGEMENT | |||||
| 1891 GEORGETOWN RD | HUDSON | OH | 44236 | ASSET MANAGEMENT | $70,468 |
| 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 | $25,784,816 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $785,515 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $26,570,331 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $26,570,331 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $398,555 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $26,171,776 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,308,589 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,308,589 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,204 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,204 | TotalTaxAmt |
| Distributable Before Adj | $1,297,385 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,297,385 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,297,385 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,556,331 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,556,331 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $11,204 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,545,127 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,297,385 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $704,313 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $386,900 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,507,119 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,387,100 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $354,115 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,339,547 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,556,331 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,297,385 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $258,946 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,598,493 | 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 | $704,313 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,894,180 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $386,900 | ExcessFromYear4Amt |
| Excess From Year3 | $1,507,119 | ExcessFromYear3Amt |
| Excess From Year2 | $1,387,100 | ExcessFromYear2Amt |
| Excess From Year1 | $354,115 | ExcessFromYear1Amt |
| Excess From Current Year | $258,946 | 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 (46 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 | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | $80,000 | ||||||
| JEWISH SOCIAL JUSTICE ROUNDTABLE - BEND THE ARC | |||||||||||||
| 2027 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL | $1,962 | ||||||
| CIVIC SPIRIT - HILLEL | |||||||||||||
| 800 EIGHTH STREET NW | WASHINGTON | DC | 20001 | NONE | PC | GENERAL | $25,000 | ||||||
| EMBODIED JEWISH LEARNING - UPSTART BAY AREA | |||||||||||||
| 1111 BROADWAY 3RD FLOOR | OAKLAND | CA | 94607 | NONE | PC | GENERAL | $20,000 | ||||||
| HAZON | |||||||||||||
| 45 WEST 36TH STREET 8TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | GENERAL | $28,000 | ||||||
| HILLEL INTERNATIONAL | |||||||||||||
| 800 EIGHTH STREET NW | WASHINGTON | DC | 20001 | NONE | PC | GENERAL | $100,000 | ||||||
| ISRAEL CENTER FOR EDUCATIONAL INNOVATION - NEW ISRAEL FUND | |||||||||||||
| NONE | PC | GENERAL | $30,000 | 6 EAST 39TH ST SUITE 301 | NEW YORK | NEW YORK | IS | 10016 | |||||
| JEWISH STUDIO PROJECT | |||||||||||||
| 940 DWIGHT WAY 13B | BERKELEY | CA | 94710 | NONE | PC | GENERAL | $30,000 | ||||||
| HADAR INSTITUTE | |||||||||||||
| 190 AMSTERDAM AVENUE | NEW YORK | NY | 10023 | NONE | PC | GENERAL | $45,000 | ||||||
| RESETTING THE TABLE - JEWISH COUNCIL OF PUBLIC AFFAIRS | |||||||||||||
| 116 E 27TH STREET | NEW YORK | NY | 10016 | NONE | PC | GENERAL | $50,000 | ||||||
| SAFETY RESPECT EQUITY COALITION - NEW VENTURE FUND | |||||||||||||
| 209 KEARNY STREET | SAN FRANCISCO | CA | 94108 | NONE | PC | GENERAL | $25,000 | ||||||
| SH'MA INSTITUTE | |||||||||||||
| 520 S MAIN STREET SUITE 2457 | AKRON | OH | 44311 | NONE | PC | GENERAL | $73,711 | ||||||
| THE SHALOM HARTMAN INSTITUTE OF NORTH AMERICA | |||||||||||||
| 475 RIVERSIDE DRIVE SUITE 820 | NEW YORK | NY | 10115 | NONE | PC | GENERAL | $100,000 | ||||||
| T'RUAH | |||||||||||||
| 266 WEST 37TH STREET SUITE 803 | NEW YORK | NY | 10018 | NONE | PC | GENERAL | $40,000 | ||||||
| UPSTART | |||||||||||||
| 1111 BROADWAY 3RD FLOOR | OAKLAND | CA | 94607 | NONE | PC | GENERAL | $75,000 | ||||||
| AT THE WELL | |||||||||||||
| 3417 ORDWAY STREET NW | WASHINGTON | DC | 20016 | NONE | PC | GENERAL | $30,000 | ||||||
| CENTER FOR AMERICAN PROGRESS | |||||||||||||
| 1333 H STREET NW 10TH FLOOR | WASHINGTON | DC | 20005 | NONE | PC | GENERAL | $22,000 | ||||||
| INSTITUTE FOR JEWISH SPIRITUALITY | |||||||||||||
| 121 WEST 27TH STREET SUITE 404 | NEW YORK | NY | 10001 | NONE | PC | GENERAL | $20,000 | ||||||
| INSTITUTE FOR THE NEXT JEWISH FUTURE | |||||||||||||
| 5472 SOUTH EVERETT AVENUE | CHICAGO | IL | 60615 | NONE | PC | GENERAL | $25,000 | ||||||
| JEWISH FARM SCHOOL | |||||||||||||
| 707 SOUTH 50TH STREET | PHILIDELPHIA | PA | 19143 | NONE | PC | GENERAL | $2,500 | ||||||
| JEWS OF COLOR FIELD-BUILDING INITIATIVE - IMPACT CUBED | |||||||||||||
| 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 | ||||||
| KIRVA INSTITUTE | |||||||||||||
| 10 STONE STREET | SHARON | MA | 02067 | NONE | PC | GENERAL | $20,000 | ||||||
| LET IT RIPPLE | |||||||||||||
| 57 POST STREET SUITE 801 | SAN FRANCISCO | CA | 94194 | NONE | PC | GENERAL | $70,000 | ||||||
| MITZVAH MATZOS | |||||||||||||
| 55 CROMWELL AVENUE | PROVIDENCE | RI | 02860 | NONE | PC | GENERAL | $50,000 | ||||||
| MOISHE HOUSE | |||||||||||||
| 5007 PROVIDENCE ROAD | CHARLOTTE | NC | 28226 | NONE | PC | GENERAL | $27,000 | ||||||
| MOMENT MAGAZINE | |||||||||||||
| 4115 WISCONSIN AVENUE NW SUITE LL10 | WASHINGTON | DC | 20016 | NONE | PC | GENERAL | $10,000 | ||||||
| ONE TABLE | |||||||||||||
| 70 MADISON AVENUE 8TH FLOOR | NEW YORK | NY | 10016 | NONE | PC | GENERAL | $55,000 | ||||||
| RECONSTRUCTING JUDAISM | |||||||||||||
| 1299 CHURCH ROAD | WYNCOTE | PA | 19095 | NONE | PC | GENERAL | $18,000 | ||||||
| SEFARIA | |||||||||||||
| 195 MONTAGUE STREET 14TH FLOOR | NEW YORK | NY | 11201 | NONE | PC | GENERAL | $45,850 | SUITE 1203 | |||||
| SVARA | |||||||||||||
| 1101 DAVIS STREET 529 | EVANSTON | IL | 60204 | NONE | PC | GENERAL | $25,000 | ||||||
| URJ CAMP NEWMAN | |||||||||||||
| 711 GRAND AVENUE SUITE 280 | SAN RAFAEL | CA | 94901 | NONE | PC | GENERAL | $27,500 | ||||||
| WILDERNESS TORAH | |||||||||||||
| 2222 HAROLD WAY SUITE CW508 | BERKELEY | CA | 94704 | NONE | PC | GENERAL | $27,500 | ||||||
| KESHET | |||||||||||||
| 284 ARMORY STREET | BOSTON | MA | 02130 | NONE | PC | GENERAL | $18,000 | ||||||
| DIMENSIONS EDUCATIONAL CONSULTING | |||||||||||||
| 716 BEACON STREET UNIT 590633 | NEWTON | MA | 02459 | NONE | PC | GENERAL | $15,000 | ||||||
| IDEA SCHOOL INSTITUTE | |||||||||||||
| 411 EAST CLINTON AVENUE | TENAFLY | NJ | 07670 | NONE | PC | GENERAL | $25,000 | ||||||
| JEWISH EMERGENT NETWORK - IKAR | |||||||||||||
| 1737 SOUTH LA CIENEGA BOULEVARD | LOS ANGELES | CA | 90035 | NONE | PC | GENERAL | $5,000 | ||||||
| HEBREW COLLEGE | |||||||||||||
| 160 HERRICK ROAD | NEWTON CENTRE | MA | 02459 | NONE | PC | GENERAL | $180 | ||||||
| DOROT | |||||||||||||
| 171 WEST 85TH STREET | NEW YORK | NY | 10024 | NONE | PC | GENERAL | $180 | ||||||
| HFLA OF NORTHEAST OHIO | |||||||||||||
| 23300 CHAGRIN BOULEVARD SUITE 204 | BEECHWOOD | OH | 44122 | NONE | PC | GENERAL | $180 | ||||||
| KNOXVILLE JEWISH ALLIANCE | |||||||||||||
| 6800 DEANE HILL DRIVE SW | KNOXVILLE | TN | 37919 | NONE | PC | GENERAL | $180 | ||||||
| BRANDEIS UNIVERSITY | |||||||||||||
| 415 SOUTH STREET | WALTHAM | MA | 02453 | NONE | PC | GENERAL | $15,000 | ||||||
| JEWISH FEDERATION OF LOS ANGELES | |||||||||||||
| 6505 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | NONE | PC | GENERAL | $15,000 | ||||||
| MATOVU | |||||||||||||
| 4200 BLAINE AVENUE | ST LOUIS | MO | 63110 | NONE | PC | GENERAL | $15,000 | ||||||
| NORTHERN VIRGINIA HEBREW CONGREGATION | |||||||||||||
| 1441 WIEHLE AVE | RESTON | VA | 20190 | NONE | PC | GENERAL | $15,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,517,743 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | M2 THE INSTITUTE FOR EXPERIENTIAL | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 441 SAXONY ROAD | AddressLine1Txt |
| City | ENCINITAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL | GrantOrContributionPurposeTxt |
| Amt | $42,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $42,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,301 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $529,799 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $637,005 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$29,285 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36,347 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$29,285 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,207,452 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,178,167 | 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 | 1 GOJO PLAZA | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44311 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2019-12-31 | 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 | $73,711 | 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 | $20,640,604 | BookValueAmt |
| EOYFMV | $25,517,551 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $19,465 | 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 | $443,090 | 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 | $68,453 | $0 | $0 |
| PRIZE COMPETITION EXPENSES | $117,221 | $0 | $0 |
| PROFESSIONAL STAFF DEVELOPMENT EXPENSES | $20,448 | $0 | $0 |
| DUES & SUBSCRIPTIONS | $8,450 | $0 | $0 |
| FILING FEES | $340 | $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 | $7,062 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $36,347 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $7,062 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHECKS ISSUED IN EXCESS OF CASH | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $39,451 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ASSET ADVISOR FEES | $69,988 | $69,988 | $0 |
| CONSULTING FEES | $7,577 | $0 | $0 |
| SALARIES AND OPERATING COSTS | $1,205,477 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $17,016 | Amt |
| Net Investment Income | $17,016 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments