LIPPMAN KANFER FOUNDATION FOR LIVING TORAH: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
LIPPMAN KANFER FOUNDATION FOR LIVING TORAH (EIN 46-1811101)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-14
IRS object ID
202503189349103145
Schema version
2024v5.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-14T13:44:15-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN331498605PreparerFirmEIN

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110 S RIVERSIDE PLAZA 9TH FLOORAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461811101EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL MORANPersonNm
Person TitleOFFICERPersonTitleTxt
Phone3302586449PhoneNum
Signature2025-11-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRIAN CARTERPreparerPersonNm
PTINP00369660PTIN
Phone3122071040PhoneNum
Preparation2025-11-13PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$15,726,265FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$10,628InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$10,628InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$348,261DividendsRevAndExpnssAmt
Dividends Net Invst Incm$348,261DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,529,734NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$7,756,962GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,529,734CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$148,562OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$56,925OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$2,037,185TotalRevAndExpnssAmt
Total Net Invst Incm$1,945,548TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$1,180LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$1,548,901OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$77,047OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,826TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,826TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$35,186TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$0TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$59,086OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$4,388OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,646,179TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$83,261TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,986,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,986,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$4,632,179TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$83,261TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,986,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,594,994ExcessRevenueOverExpensesAmt
Net Investment Income$1,862,287NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$632,083CashBOYAmt
Cash EOY$493,135CashEOYAmt
Cash EOYFMV$493,135CashEOYFMVAmt
Acct Rcvbl$1,122,004AcctRcvblAmt
Acct Rcvbl BOY$20,178AcctRcvblBOYAmt
Acct Rcvbl EOY$1,122,004AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$1,122,004AcctRcvblEOYFMVAmt
Other Investments BOY$16,162,518OtherInvestmentsBOYAmt
Other Investments EOY$12,572,785OtherInvestmentsEOYAmt
Other Investments EOYFMV$14,111,126OtherInvestmentsEOYFMVAmt
Total Assets BOY$16,814,779TotalAssetsBOYAmt
Total Assets EOY$14,187,924TotalAssetsEOYAmt
Total Assets EOYFMV$15,726,265TotalAssetsEOYFMVAmt
Accounts Payable BOY$145,486AccountsPayableBOYAmt
Accounts Payable EOY$259,420AccountsPayableEOYAmt
Total Liabilities BOY$145,486TotalLiabilitiesBOYAmt
Total Liabilities EOY$259,420TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$16,669,293RetainedEarningBOYAmt
Retained Earning EOY$13,928,504RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$16,669,293TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$13,928,504TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$16,814,779TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$14,187,924TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$16,669,293TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,594,994ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$14,074,299SubtotalAmt
Other Decreases$145,795OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$13,928,504TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
WELLS FARGO LT COVERED #5910 (AVAILABLE UPON REQUEST)P2024-12-31$38$13$25$25
WELLS FARGO LT COVERED #3672 (AVAILABLE UPON REQUEST)P2024-12-31$69,050$82,546-$13,496-$13,496
FIDELITY ST NONCOVERED #6708 (AVAILABLE UPON REQUEST)P2024-12-31$469,202$492,465-$23,263-$23,263
FIDELITY LT NONCOVERED #6708 (AVAILABLE UPON REQUEST)P2024-12-31$1,114,996$849,649$265,347$265,347
FIDELITY ST NONCOVERED #6710 (AVAILABLE UPON REQUEST)P2024-12-31$114,018$105,920$8,098$8,098
FIDELITY LT NONCOVERED #6710 (AVAILABLE UPON REQUEST)P2024-12-31$5,803,643$4,696,635$1,107,008$1,107,008
WELLS FARGO CAPITAL GAIN DISTRIBUTION #5910P2024-12-31$74$74$74
FIDELITY CAPITAL GAIN DISTRIBUTION #6710P2024-12-31$185,941$185,941$185,941
FieldValueIRS element (for citing)
Capital Gain Net Income$1,529,734CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$25,886InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$25,886SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$25,886TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$14,617EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$35,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$49,617TotalPaymentsAndCreditsAmt
Es Penalty$462EsPenaltyAmt
Overpayment$23,269OverpaymentAmt
Applied To ES Tax$23,269AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

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

Location Of Books US Address LocationOfBooksUSAddress

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

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

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

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
WALNUT RIDGE STRATEGIC MANAGEMENT COMPANY LLC
100 PARK AVENUE SUITE 400ORANGE VILLAGEOH44122MANAGEMENT SERVICES$73,000
LEGACY STRATEGIC ASSET MANAGEMENT
1891 GEORGETOWN RDHUDSONOH44236ASSET MANAGEMENT$52,805
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$15,696,615AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$485,790AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$16,182,405TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$16,182,405AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$242,736CashDeemedCharitableAmt
Net Vl Noncharitable Assets$15,939,669NetVlNoncharitableAssetsAmt
Minimum Investment Return$796,983MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$796,983MinimumInvestmentReturnAmt
Tax Based On Investment Income$25,886TaxBasedOnInvestmentIncomeAmt
Income Tax$9,542IncomeTaxAmt
Total Tax$35,428TotalTaxAmt
Distributable Before Adj$761,555DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$761,555DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$761,555DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,986,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,986,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$761,555DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$258,946ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$234,403ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$561,015ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$946,232ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,605,471ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,606,067TotalExcessDistributionCyovAmt
Qualifying Distributions$2,986,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$761,555AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,224,445RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$5,830,512TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$258,946ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$5,571,566ExcessDistriCyovToNextYrAmt
Excess From Year4$234,403ExcessFromYear4Amt
Excess From Year3$561,015ExcessFromYear3Amt
Excess From Year2$946,232ExcessFromYear2Amt
Excess From Year1$1,605,471ExcessFromYear1Amt
Excess From Current Year$2,224,445ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonINFOLIPPMANKANFERORGRecipientPersonNm

Recipient US Address RecipientUSAddress

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (50 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
#DAF REACTIONS
100 PARK AVENUE SUITE 400ORANGE VILLAGEOH44122NONEPCGENERAL$20,000
A MORE PERFECT UNION
620 HIDDEN VALLEY DRIVEHENDERSONNV89002NONEPCGENERAL$225,000
AMERICAN JEWISH UNIVERSITY
7135 CARPENTER RDSKOKIEIL60077NONEPCGENERAL$25,000
AMERICAN JEWISH WORLD SERVICE
45 WEST 36TH STREETNEW YORKNY10018NONEPCGENERAL$25,000
AMMUD
201 W 74TH STREET 8DNEW YORKNY10023NONEPCGENERAL$25,000
AT THE WELL
1140 3RD STREET NEWASHINGTONDC20002NONEPCGENERAL$50,000
ATRA
800 8TH ST NWWASHINGTONDC200013724NONEPCGENERAL$25,000
AYIN PRESS
515 WESTMINSTER RDBROOKLYNNY11218NONEPCGENERAL$50,000
BAMIDBAR
300 S DAHILIA ST SUITE 205DENVERCO80246NONEPCGENERAL$10,000
BEIT TORAHTAH
100 PARK AVENUE SUITE 400ORANGE VILLAGEOH44122NONEPCGENERAL$30,000
BELOVED
100 PARK AVENUE SUITE 400ORANGE VILLAGEOH44122NONEPCGENERAL$50,000
BEND THE ARC
330 7TH AVENUE 19TH FLOORNEW YORKNY10001NONEPCGENERAL$25,000
CIVIC SPIRIT
3101 CLIFTON AVECINCINNATIOH45220NONEPCGENERAL$50,000
DAYENU
146 MONROE CENTER ST NW STE 300GRAND RAPIDSMI49503NONEPCGENERAL$50,000
GASHMIUS
100 PARK AVENUE SUITE 400ORANGE VILLAGEOH44122NONEPCGENERAL$25,000
HILLEL
800 8TH STREET NWWASHINGTONDC20001NONEPCGENERAL$50,000
HONEYMOON ISRAEL
1417 MAYSON STREET NEATLANTAGA30324NONEPCGENERAL$100,000
JEWISH ENRICHMENT CENTER
5200 S HYDE PARK BLVDCHICAGOIL60615NONEPCGENERAL$30,000
JEWISH FEDERATION OF NORTH AMERICA - JEDI
25 BROADWAY 17TH FLOORNEW YORKNY10004NONEPCGENERAL$50,000
JEWISH SOCIAL JUSTICE ROUNDTABLE
WASHINGTON DCWASHINGTONDC20006NONEPCGENERAL$10,000
JEWISH STUDIO PROJECT
940 DWIGHT WAYBERKELEYCA94710NONEPCGENERAL$50,000
JEWS OF COLOR FIELD-BUILDING INITIATIVE - IMPACT CUBED
441 SAXONY ROADENCINITASCA92024NONEPCGENERAL$10,000
JEWTINA Y CO
PO BOX 5473RICHMONDCA94805NONEPCGENERAL$20,000
JUDAISM UNBOUND
4914 COOPER RDCINCINNATIOH45242NONEPCGENERAL$125,000
KAVOD V'NICHUM
PO BOX 1206MAPLEWOODNJ07040NONEPCGENERAL$25,000
KESHET
284 ARMORY STREETBOSTONMA02130NONEPCGENERAL$10,000
LAB SHUL
131 VARICK ST STE 921NEW YORKNY10013NONEPCGENERAL$50,000
LABA
14TH ST YNEW YORKNY10003NONEPCGENERAL$48,000
LEADING EDGE
85 BROAD STREETNEW YORKNY10004NONEPCGENERAL$50,000
MAYYIM HAYYIM
1838 WASHINGTON STREETNEWTONMA02466NONEPCGENERAL$30,000
MECHON HADAR
210 W 93RD STNEW YORKNY10025NONEPCGENERAL$68,000
MODERN RITUAL
100 PARK AVENUE SUITE 400ORANGE VILLAGEOH44122NONEPCGENERAL$20,000
ONE AMERICA MOVEMENT
4450 MITCHELLVILLE ROAD 1021BOWIEMD20716NONEPCGENERAL$50,000
ONE TABLE
228 PARK AVE S SUITE 77191NEW YORKNY10003NONEPCGENERAL$50,000
OR HALEV
440 N BARRANCA AVECOVINACA91723NONEPCGENERAL$50,000
PALTO ALTO JCC
3921 FABIAN WAYPALO ALTOCA94303NONEPCGENERAL$25,000
PARDES
228 PARK AVENUE SOUTH SUITE 35858NEW YORKNY10003NONEPCGENERAL$50,000
RECONSTRUCTING JUDAISM
1299 CHURCH ROADWYNCOTEPA19095NONEPCGENERAL$20,000
RESETTING THE TABLE
25 BROADWAY 17TH FLOORNEW YORKNY10004NONEPCGENERAL$30,000
SHALOM CENTER
4314 39TH AVEKENOSHAWI53144NONEPCGENERAL$50,000
SHALOM HARTMAN INSTITUTE OF NA
475 RIVERSIDE DRIVE SUITE 1450NEW YORKNY10115NONEPCGENERAL$100,000
SRE NETWORK
1828 L STREET NW SUITE 300AWASHINGTONDC20036NONEPCGENERAL$10,000
SVARA
4411 N RAVENSWOOD AVE SUITE 300CHICAGOIL60640NONEPCGENERAL$50,000
TEMPLE OF THE STRANGER
100 PARK AVENUE SUITE 400ORANGE VILLAGEOH44122NONEPCGENERAL$25,000
THE KIRVA INSTITUTE
33 W 11TH AVENUECOLUMBUSOH43201NONEPCGENERAL$35,000
TISCH PDX
2420 NE SANDY BLVDPORTLANDOR97232NONEPCGENERAL$20,000
WILDERNESS TORAH
2222 HAROLD WAY SUITE CWBERKELEYCA94704NONEPCGENERAL$10,000
WITNESS INSTITUTE
11701 FULHAM STSILVER SPRINGMD20902NONEPCGENERAL$30,000
BROOKLYN ORG
80 HANSON PLACE 5TH FLOORBROOKLYNNY11217NONEPCGENERAL$200,000
FIDELITY CHARITABLE
100 PARK AVENUE SUITE 400ORANGE VILLAGEOH44122NONEPCCONTRIBUTION TO DONOR-ADVISED FUND$750,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,986,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10,628ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$348,261ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,529,734ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescPARTNERSHIP INCOMEDesc
Business523000BusinessCd
Unrelated Business Taxbl Incm$91,637UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd
Exclusion$56,925ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$91,637UnrelatedBusinessTaxblIncmAmt
Exclusion$1,945,548ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,037,185TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
FIDELITY INVESTMENTSAT COST$12,572,785$13,546,729
TECUM CAPITAL PARTNERS II, LPAT COST$0$423,492
COMMONFUNDAT COST$0$140,905

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$1,180LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN/LOSSDesc
Amt$145,795Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PROFESSIONAL STAFF DEVELOPMENT EXPENSES$10,969$0$0
DUES & SUBSCRIPTIONS$4,388$4,388$0
TEAM DEVELOPMENT$546$0$0
OTHER EXPENSE$43,183$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescPARTNERSHIP INCOMEDesc
Revenue And Expenses Per Books$148,562RevenueAndExpensesPerBooksAmt
Net Investment Income$56,925NetInvestmentIncomeAmt
Adjusted Net Income$148,562AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ASSET ADVISOR FEES$52,805$52,805$0
CONSULTING FEES$24,242$24,242$0
SALARIES AND OPERATING COSTS$1,471,854$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategoryTxt
Amt$1,826Amt
Net Investment Income$1,826NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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