LIPPMAN KANFER FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- LIPPMAN KANFER FAMILY FOUNDATION (EIN 34-0974875)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202243199349101974
- Schema version
- 2021v4.2
- 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
- Form 990-PF
- Schedule B
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T09:32:26-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 340974875 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIPPMAN KANFER FAMILY FOUNDATION | BusinessNameLine1Txt |
| 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 | 100 PARK AVENUE SUITE 400 | AddressLine1Txt |
| City | ORANGE VILLAGE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44122 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JP ENGLISH | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 3302556200 | PhoneNum |
| Signature | 2022-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JP | PersonFirstNm |
| Person Last | ENGLISH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN CARTER | PreparerPersonNm |
| PTIN | P00369660 | PTIN |
| Phone | 3122071040 | PhoneNum |
| Preparation | 2022-11-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | 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 | $9,585,759 | 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 | $65,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $53 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $53 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $165,309 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $165,309 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $967,649 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,542,447 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $967,649 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $42,383 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $45,113 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,240,394 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,178,124 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $125,451 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $125,451 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $48,268 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $48,268 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,734 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,734 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $59,990 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $59,990 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $235,443 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $235,443 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,490,480 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,490,480 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,725,923 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $235,443 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,490,480 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$485,529 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $942,681 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $830,560 | CashBOYAmt |
| Cash EOY | $1,035,326 | CashEOYAmt |
| Cash EOYFMV | $1,035,326 | CashEOYFMVAmt |
| Other Investments BOY | $7,632,880 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,994,782 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,550,433 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,463,440 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,030,108 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,585,759 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $8,463,440 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,030,108 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,463,440 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,030,108 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,463,440 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,030,108 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,463,440 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$485,529 | ExcessRevenueOverExpensesAmt |
| Other Increases | $52,197 | OtherIncreasesAmt |
| Subtotal | $8,030,108 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,030,108 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| WELLS FARGO ST COVERED #8417 (AVAILABLE UPON REQUEST) | P | 2021-12-31 | $319,251 | $321,624 | -$2,373 | -$2,373 |
| WELLS FARGO ST NONCOVERED #8417 (AVAILABLE UPON REQUEST) | P | 2021-12-31 | $150,084 | $150,084 | $0 | $0 |
| WELLS FARGO LT COVERED #8417 (AVAILABLE UPON REQUEST) | P | 2021-12-31 | $1,330,314 | $788,534 | $541,780 | $541,780 |
| WELLS FARGO LT NONCOVERED #8417 (AVAILABLE UPON REQUEST) | P | 2021-12-31 | $407,194 | $221,898 | $185,296 | $185,296 |
| WELLS FARGO LT COVERED #3452 (AVAILABLE UPON REQUEST) | P | 2021-12-31 | $200,235 | $92,658 | $107,577 | $107,577 |
| CAPITAL GAINS DIVIDENDS | P | $135,369 | $135,369 | $135,369 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $967,649 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,103 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,103 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,103 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,229 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $19,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $27,729 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $17 | EsPenaltyAmt |
| Overpayment | $14,609 | OverpaymentAmt |
| Applied To ES Tax | $14,609 | 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 |
| 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.LIPPMANKANFER.ORG | WebsiteAddressTxt |
| Individual With Books | JP ENGLISH | IndividualWithBooksNm |
| Phone | 3474144806 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 PARK AVENUE SUITE 400 | AddressLine1Txt |
| City | ORANGE VILLAGE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44122 | 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 (12 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 |
|---|---|---|---|---|---|---|---|---|
| DONNY ZIGDON | ||||||||
| 100 PARK AVENUE SUITE 400 | ORANGE VILLAGE | OH | 44122 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JARON KANFER | ||||||||
| 100 PARK AVENUE SUITE 400 | ORANGE VILLAGE | OH | 44122 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOSEPH KANFER | ||||||||
| 100 PARK AVENUE SUITE 400 | ORANGE VILLAGE | OH | 44122 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOSHUA ROLNICK | ||||||||
| 100 PARK AVENUE SUITE 400 | ORANGE VILLAGE | OH | 44122 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JUSTIN STEWART | ||||||||
| 100 PARK AVENUE SUITE 400 | ORANGE VILLAGE | OH | 44122 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KETTI ZIGDON | ||||||||
| 100 PARK AVENUE SUITE 400 | ORANGE VILLAGE | OH | 44122 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MAMIE KANFER STEWART | ||||||||
| 100 PARK AVENUE SUITE 400 | ORANGE VILLAGE | OH | 44122 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARCELLA KANFER ROLNICK | ||||||||
| 100 PARK AVENUE SUITE 400 | ORANGE VILLAGE | OH | 44122 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JP ENGLISH | ||||||||
| 100 PARK AVENUE SUITE 400 | ORANGE VILLAGE | OH | 44122 | TREASURER | 1.00 | $0 | $0 | $0 |
| PAMELA KANFER | ||||||||
| 100 PARK AVENUE SUITE 400 | ORANGE VILLAGE | OH | 44122 | DIRECTOR/PRESIDENT.BOARD C | 1.00 | $0 | $0 | $0 |
| SARA FERNE KANFER | ||||||||
| 100 PARK AVENUE SUITE 400 | ORANGE VILLAGE | OH | 44122 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| VALERIE ROSENBERG | ||||||||
| 100 PARK AVENUE SUITE 400 | ORANGE VILLAGE | OH | 44122 | SECRETARY | 1.00 | $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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL SOBEL | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23819 E GROVELAND ROAD | AddressLine1Txt |
| City | BEACHWOOD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44122 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | MANAGEMENT SERVICES | ServiceTypeTxt |
| Compensation | $84,000 | CompensationAmt |
| 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 | $9,748,155 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,062,060 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $369,028 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,179,243 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,179,243 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $167,689 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,011,554 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $550,578 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $550,578 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,103 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,103 | TotalTaxAmt |
| Distributable Before Adj | $537,475 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $537,475 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $537,475 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,490,480 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,490,480 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $537,475 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,495,633 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $45,003 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $516,188 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $968,567 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $788,984 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,814,375 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,490,480 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $537,475 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $953,005 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,767,380 | 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 | $1,495,633 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,271,747 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $45,003 | ExcessFromYear4Amt |
| Excess From Year3 | $516,188 | ExcessFromYear3Amt |
| Excess From Year2 | $968,567 | ExcessFromYear2Amt |
| Excess From Year1 | $788,984 | ExcessFromYear1Amt |
| Excess From Current Year | $953,005 | 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 INTRODUCE THEMSELVES TO THE FOUNDATION VIA EMAIL AT INFO@LIPPMANKANFER.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BEHAVIORAL IDEAS LAB | |||||||
| 80 BROAD STREET 30TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | GENERAL | $15,000 |
| BETH EL CONGREGATION | |||||||
| 464 SOUTH HAWKINS AVENUE | AKRON | OH | 44320 | NONE | PC | GENERAL | $4,000 |
| CHAUTAUQUA FOUNDATION | |||||||
| PO BOX 28 - ONE AMES AVE | CHAUTAUQUA | NY | 14722 | NONE | PC | GENERAL | $301,800 |
| EVERETT CENTER | |||||||
| 36 MASSEY AVENUE PO BOX 315 | CHAUTAUQUA | NY | 14722 | NONE | PC | GENERAL | $1,800 |
| HANNAH SENESH | |||||||
| 342 SMITH ST | BROOKLYN | NY | 11231 | NONE | PC | GENERAL | $50,000 |
| HILLEL AT KENT STATE UNIVERSITY | |||||||
| 613 E SUMMIT STREET | KENT | OH | 44240 | NONE | PC | GENERAL | $10,000 |
| JCBA | |||||||
| 750 WHITE POND DRIVE | AKRON | OH | 44320 | NONE | PC | GENERAL | $310,000 |
| LIPPMAN DAY SCHOOL | |||||||
| 750 WHITE POND DRIVE | AKRON | OH | 44320 | NONE | PC | GENERAL | $484,080 |
| PROTECT DEMOCRACY PROJECT | |||||||
| 82 NASSAU STREET 601 | NEW YORK | NY | 10038 | NONE | PC | GENERAL | $50,000 |
| REVERE ROAD SYNAGOGUE | |||||||
| 646 NORTH REVERE ROAD | AKRON | OH | 44333 | NONE | PC | GENERAL | $12,000 |
| SHAW JCC OF AKRON | |||||||
| 750 WHITE POND DRIVE | AKRON | OH | 44320 | NONE | PC | GENERAL | $10,000 |
| THE HEBREW CONGREGATION OF CHAUTAUQUA | |||||||
| PO BOX 555 14722 14 PRATT AVE | CHAUTAUQUA | NY | 14701 | NONE | PC | GENERAL | $1,800 |
| YESHIVA DERECH HATORAH | |||||||
| 6043 N CALIFORNIA AVE | CHICAGO | IL | 60659 | NONE | PC | GENERAL | $100,000 |
| CAMPUS DEMOCRACY CHALLENGE | |||||||
| 1156 15TH STREET NW SUITE 1000 | WASHINGTION | DC | 20005 | NONE | PC | GENERAL | $15,000 |
| VOTING RIGHTS LAB | |||||||
| 520 S MAIN STREET | AKRON | OH | 44311 | NONE | PC | GENERAL | $25,000 |
| LURIA ACADEMY | |||||||
| 238 ST MARKS AVENUE | BROOKLYN | NY | 11238 | NONE | PC | GENERAL | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,490,480 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHAUTAUQUA FOUNDATION | |||||||
| PO BOX 28 - ONE AMES AVE | CHAUTAUQUA | NY | 14722 | NONE | PC | GENERAL | $800,000 |
| YESHIVA DERECH HATORAH | |||||||
| 6043 N CALIFORNIA AVE | CHICAGO | IL | 60659 | NONE | PC | GENERAL | $400,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,200,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $53 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $165,309 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $967,649 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$2,730 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $45,113 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$2,730 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,178,124 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,175,394 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| WALNUT RIDGE STRATEGIC MANAGEMENT COMPANY LLC | ||||||
| 1 | 100 PARK AVENUE SUITE 400 | ORANGE VILLAGE | OH | 44122 | $50,000 | Yes (X) |
| FELIX BRUECK | ||||||
| 2 | 100 PARK AVENUE SUITE 400 | ORANGE VILLAGE | OH | 44122 | $15,000 | Yes (X) |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| WELLS FARGO INVESTMENTS | AT COST | $4,601,064 | $8,073,196 |
| FIRST CAPITAL HOUSING PARTNERS | AT COST | $426,910 | $427,237 |
| COMMON FUND | AT COST | $1,894,489 | $0 |
| ISRAELI BOND | AT COST | $72,319 | $50,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TECHNOLOGY COSTS | $1,867 | $1,867 | $0 |
| LEGAL FEES | $58,123 | $58,123 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Revenue And Expenses Per Books | $42,383 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $45,113 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $42,383 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $52,197 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES (WELLS FARGO #8417) | $15,529 | $15,529 | $0 |
| MANAGEMENT FEES | $29,700 | $29,700 | $0 |
| INVESTMENT FEES (WELLS FARGO #3452) | $3,039 | $3,039 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $1,140 | $1,140 | $0 |
| OTHER COSTS | $594 | $594 | $0 |