LIPPMAN KANFER FOUNDATION FOR LIVING TORAH: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- LIPPMAN KANFER FOUNDATION FOR LIVING TORAH (EIN 46-1811101)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-08
- IRS object ID
- 201843129349100519
- Schema version
- 2017v2.3
- 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
- General Explanation Attachment
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-08T09:38:27-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341912961 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHEN & COMPANY LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | OFFICES LISTED AT | AddressLine1Txt |
| City | WWWCOHENCPACOM | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | 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 | 3302556200 | 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 | 3302556200 | PhoneNum |
| Signature | 2018-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREG SPEECE | PreparerPersonNm |
| PTIN | P01439095 | PTIN |
| Phone | 8002291099 | PhoneNum |
| Preparation | 2018-11-05 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.142.133.2 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-05 | IPDt |
| IP Tm | 07:29:09 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 140B10D192173EBA09311232F92C0DD7513D9FEE | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $30,847,248 | 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 | $33,878 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $33,878 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $457,511 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $457,511 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,138,364 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,475,706 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,138,556 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$48,489 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$40,330 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,581,264 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,589,615 | 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 | $3,990 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,990 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $804,304 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $80,609 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $723,695 | OtherProfFeesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $27,283 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $27,283 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $318,057 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,361 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $213,596 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,153,634 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $91,970 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $968,564 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,883,883 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,883,883 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,037,517 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $91,970 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,852,447 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$456,253 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,497,645 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$1 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $829,170 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $486,290 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $486,290 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $25,131,245 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $25,017,478 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $30,360,958 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $25,960,414 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,503,768 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $30,847,248 | 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 | $25,960,414 | RetainedEarningBOYAmt |
| Retained Earning EOY | $25,503,768 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $25,960,414 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $25,503,768 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $25,960,414 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $25,503,768 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $25,960,414 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$456,253 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $25,504,161 | SubtotalAmt |
| Other Decreases | $393 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $25,503,768 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| TOTAL SHORT-TERM COMMON TRUST FUND & PARTNERSHIP GAINS | P | $0 | $0 | ||
| TOTAL LONG-TERM COMMON TRUST FUND & PARTNERSHIP GAINS | P | $50,501 | $50,501 | $50,501 | |
| WELLS FARGO - 5910 - AVAILABLE UPON REQUEST | P | $709 | $709 | $23,559 | $22,850 |
| WELLS FARGO - 5910 - AVAILABLE UPON REQUEST | P | $392,817 | $392,817 | $707,272 | $314,455 |
| WELLS FARGO - 3672 - AVAILIBLE UPON REQUEST | P | $67,718 | $67,718 | $1,033,401 | $965,683 |
| WELLS FARGO - 3672 - AVAILIBLE UPON REQUEST | P | $713,773 | $713,773 | $2,130,365 | $1,416,592 |
| WELLS FARGO - 9028 - AVAILIBLE UPON REQUEST | P | $593 | $593 | $302,374 | $301,781 |
| WELLS FARGO - 9028 - AVAILIBLE UPON REQUEST | P | $784,422 | $784,422 | $3,100,211 | $2,315,789 |
| CAPITAL GAINS DIVIDENDS | P | $128,023 | $128,023 | $128,023 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,138,556 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,769,130 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $25,813,259 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.107275 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $0 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $0 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.000000 | 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 |
| Total Distribution | 0.107275 | TotalDistributionRt |
| Average Distribution | 0.026819 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $29,806,465 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $799,380 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $24,976 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $824,356 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,852,447 | 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 | $24,976 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $24,976 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $24,976 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,400 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $25,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $39,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $14,424 | OverpaymentAmt |
| Applied To ES Tax | $14,424 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | Yes (1) | 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 |
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 | $644,139 |
| VILI AND VE SOLUTIONS | |||||
| 245 W PARK AVE | NEW HAVEN | CT | 06511 | CONSULTING | $79,556 |
| 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 | $29,475,305 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $785,066 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $30,260,371 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $30,260,371 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $453,906 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $29,806,465 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,490,323 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,490,323 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $24,976 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $24,976 | TotalTaxAmt |
| Distributable Before Adj | $1,465,347 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,465,347 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,465,347 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,852,447 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,852,447 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $24,976 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,827,471 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,465,347 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $377,991 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $704,313 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $386,900 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,507,119 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,976,323 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,852,447 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,465,347 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,387,100 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,363,423 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,363,423 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $377,991 | ExcessFromYear4Amt |
| Excess From Year3 | $704,313 | ExcessFromYear3Amt |
| Excess From Year2 | $386,900 | ExcessFromYear2Amt |
| Excess From Year1 | $1,507,119 | ExcessFromYear1Amt |
| Excess From Current Year | $1,387,100 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WWWLKFLTWORDPRESSCOM | 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 A LETTER OF INTRODUCTION VIA OUR WEBSITE WWW.LKFLT.WORDPRESS.COM; THE ELECTRONIC FORM SPECIFIES THE REQUIRED CONTENT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 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 | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN JEWISH WORLD SERVICE | ||||||||||
| 45 WEST 36TH STREET 11TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | GENERAL | $120,000 | |||
| AYEKA | ||||||||||
| 3616 HENRY HUDSON PKWY | BRONX | NY | 10463 | NONE | PC | GENERAL | $30,000 | |||
| BEND THE ARC | ||||||||||
| 330 7TH AVENUE 19TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | GENERAL | $30,000 | |||
| BIMBAM | ||||||||||
| 1970 BROADWAY SUITE 1020 | OAKLAND | CA | 94102 | NONE | PC | GENERAL | $25,000 | |||
| CHAUTAUQUA FOUNDATION | ||||||||||
| 1 AMES AVENUE PO BOX 28 | CHAUTAUQUA | NY | 14722 | NONE | PC | GENERAL | $100,000 | |||
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | ||||||||||
| 200 SEAPORT BLVD | BOSTON | MA | 02210 | NONE | PC | GENERAL | $96,000 | |||
| FOUNDATION FOR JEWISH CAMP | ||||||||||
| 253 WEST 35TH STREET 4TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | GENERAL | $50,000 | |||
| HAZON | ||||||||||
| 45 WEST 36TH STREET 8TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | GENERAL | $155,000 | |||
| HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE | ||||||||||
| 800 EIGHTH STREET NW | WASHINGTON | DC | 20001 | NONE | PC | GENERAL | $50,485 | |||
| ISRAEL CENTER FOR EDUCATIONAL INNOVATION | ||||||||||
| NONE | PC | GENERAL | $30,000 | 18 WEIZMANN ST | KFAR SABA | IS | ||||
| JEWISH COMMUNITY BOARD OF AKRON INC | ||||||||||
| 750 WHITE POND DRIVE | AKRON | OH | 44320 | NONE | PC | GENERAL | $335,000 | |||
| JEWISH EDUCATION PROJECT | ||||||||||
| 520 EIGHTH AVENUE 15TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | GENERAL | $20,000 | |||
| JEWISH EMERGENT NETWORK | ||||||||||
| 910 FAIRFAX AVE | LOS ANGELES | CA | 90036 | NONE | PC | GENERAL | $20,000 | |||
| JEWISH SOCIAL JUSTICE ROUNDTABLE | ||||||||||
| 1100 H STREET NW SUITE 630 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL | $139,192 | |||
| KESHET INC | ||||||||||
| 284 ARMORY STREET | JAMAICA PLAN | MA | 02130 | NONE | PC | GENERAL | $10,000 | |||
| LIPPMAN DAY SCHOOL | ||||||||||
| 750 WHITE POND DRIVE | AKRON | OH | 44320 | NONE | PC | GENERAL | $170,056 | |||
| MAYBERG FAMILY CHARITABLE FOUNDATION TR | ||||||||||
| 10295 COLLINS AVE UNIT 2208 | BAL HARBOUR | FL | 33154 | NONE | PC | GENERAL | $25,000 | |||
| MAYYIM HAYYIM LIVING WATERS COMMUNITY MIKVEH AND EDUCCENT INC | ||||||||||
| 1838 WASHINGTON ST | NEWTON | MA | 02466 | NONE | PC | GENERAL | $50,000 | |||
| NATAN FOUNDATION | ||||||||||
| PO BOX 1836 | LYNNWOOD | WA | 98046 | NONE | PC | GENERAL | $20,000 | |||
| OTHER CONTRIBUTIONS | ||||||||||
| 520 S MAIN STREET SUITE 2457 | AKRON | OH | 44311 | NONE | PC | GENERAL | $13,900 | |||
| WILDERNESS TORAH | ||||||||||
| 2095 ROSE STREET | BERKELEY | CA | 94709 | NONE | PC | GENERAL | $40,000 | |||
| INTERFAITHFAMILY | ||||||||||
| 90 OAK ST 4TH FLOOR | NEWTON | MA | 02464 | NONE | PC | GENERAL | $10,000 | |||
| MOISHE HOUSE | ||||||||||
| 441 SAXONY ROAD BARN 2 | ENCINTAS | CA | 92024 | NONE | PC | GENERAL | $30,000 | |||
| UPSTART | ||||||||||
| 1111 BROADWAY 3RD FLOOR | OAKLAND | CA | 94607 | NONE | PC | GENERAL | $155,000 | |||
| JEWISH COUNCIL FOR PUBLIC AFFAIRS | ||||||||||
| 116 E 27TH STREET 10TH FLOOR | NEW YORK | NY | 10016 | NONE | PC | GENERAL | $50,000 | |||
| ASYLUM ARTS | ||||||||||
| 68 JAY STREET | BROOKLYN | NY | 11201 | NONE | PC | GENERAL | $30,000 | |||
| HONEYMOON ISRAEL | ||||||||||
| 6070 WHITEGATE CROSSING | EAST AMHERST | NY | 14051 | NONE | PC | GENERAL | $6,250 | |||
| JEWISH THEOLOGICAL SEMINARY | ||||||||||
| 3080 BROADWAY | NEW YORK | NY | 10027 | NONE | PC | GENERAL | $45,000 | |||
| RECONSTRUCTING JUDAISM | ||||||||||
| 1299 CHURCH ROAD | WYNCOTE | PA | 19095 | NONE | PC | GENERAL | $18,000 | |||
| JEWS UNITED FOR JUSTICE | ||||||||||
| 1100 H STREET NW SUITE 630 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL | $10,000 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,883,883 | 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 | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN JEWISH WORLD SERVICE | ||||||||||
| 45 WEST 36TH STREET 11TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | GENERAL | $180,000 | |||
| BEND THE ARC | ||||||||||
| 330 7TH AVENUE 19TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | GENERAL | $30,000 | |||
| ISRAEL CENTER FOR EDUCATIONAL INNOVATION | ||||||||||
| NONE | PC | GENERAL | $30,000 | 18 WEIZMANN ST | KFAR SABA | IS | ||||
| JEWISH SOCIAL JUSTICE ROUNDTABLE | ||||||||||
| 1100 H STREET NW SUITE 630 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL | $162,384 | |||
| HAZON | ||||||||||
| 45 WEST 36TH STREET 8TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | GENERAL | $155,000 | |||
| JEWISH EMERGENT NETWORK | ||||||||||
| 910 FAIRFAX AVE | LOS ANGELES | CA | 90036 | NONE | PC | GENERAL | $20,000 | |||
| JEWISH THEOLOGICAL SEMINARY | ||||||||||
| 3080 BROADWAY | NEW YORK | NY | 10027 | NONE | PC | GENERAL | $44,640 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $622,024 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $33,878 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $457,511 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,138,364 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| PARTNERSHIP INCOME | 523000 | -$8,159 | 14 | -$42,033 |
| OTHER INCOME | 14 | $1,703 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$8,159 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,589,423 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,581,264 | 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 | 2017-12-31 | GrantDt |
| Grant | $120,000 | 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 | $121,607 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THE FOUNDATION MADE A DISTRIBUTION TO A DONOR ADVISED FUND. | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PAGE 5, PART VII-A, LINE 12 | FormAndLineReferenceDesc |
| Medium Explanation | THE ORGANIZATION TREATED DISTRIBUTIONS TO A DONOR ADVISED FUND AS A QUALIFYING DISTRIBUTION. THE DISTRIBUTIONS TO THE DONOR ADVISED FUND WERE USED TO MAKE DONATIONS TO QUALIFIED 501(C)(3) CHARITIES. | MediumExplanationTxt |
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 | $25,017,478 | BookValueAmt |
| EOYFMV | $30,360,958 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,990 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,990 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX DIFFERENCES FROM PASS THROUGHS | Desc |
| Amt | $393 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE EXPENSE | $1,270 | $0 | $1,270 |
| FOREIGN TAXES PAID | $11,361 | $11,361 | $0 |
| APPLYING JEWISH WISDOM INITIATIVE EXPENSES | $90,572 | $0 | $90,572 |
| JEWISH SENSIBILITIES RESOURCES EXPENSE | $12,354 | $0 | $26,754 |
| PRIZE COMPETITION EXPENSES | $52,870 | $0 | $65,370 |
| PROFESSIONAL STAFF DEVELOPMENT EXPENSES | $6,930 | $0 | $6,930 |
| SH'MA INSTITUTE EXPENSES | $120,000 | $0 | $0 |
| VIRTURAL MAPPING PROJECT EXPENSE | $20,000 | $0 | $20,000 |
| FILING FEES | $200 | $0 | $200 |
| DUES & SUBSCRIPTIONS | $2,500 | $0 | $2,500 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP INCOME | -$50,192 | -$42,033 | -$50,192 |
| OTHER INCOME | $1,703 | $1,703 | $1,703 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ASSET ADVISOR FEES | $80,609 | $80,609 | $0 |
| CONSULTING FEES | $79,556 | $0 | $79,556 |
| MANAGEMENT FEES | $644,139 | $0 | $644,139 |
Comments