LIPPMAN KANFER FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LIPPMAN KANFER FAMILY FOUNDATION (EIN 34-0974875)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-12
- IRS object ID
- 202023179349102422
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-12T14:52:11-06:00 | 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 | 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 | 1 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 | MICHAEL MORAN | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 3302556200 | PhoneNum |
| Signature | 2020-11-11 | 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 | 2020-11-10 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 99.16.242.47 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-11 | IPDt |
| IP Tm | 17:58:04 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E63148DA9200FC38830DDC54FE867CC2E912506B | 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 | $10,066,935 | 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 | $1,554 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,554 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $211,526 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $211,526 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $397,641 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,771,269 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $397,641 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $60,929 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $74,436 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $671,650 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $685,157 | 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 | $135,484 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $135,484 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $48,935 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $48,935 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $20,207 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,707 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $53,615 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $258,241 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $191,126 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,452,695 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,452,695 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,710,936 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $191,126 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,452,695 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,039,286 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $494,031 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $122,391 | SavAndTempCashInvstBOYAmt |
| Other Nts And Loans Rcvbl | $15,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $40,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $15,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $15,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Other Investments BOY | $9,510,359 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,712,171 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,051,935 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,672,750 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,727,171 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,066,935 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $73,028 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $73,028 | 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 | $9,672,750 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,654,143 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,672,750 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,654,143 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,672,750 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,727,171 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,672,750 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,039,286 | ExcessRevenueOverExpensesAmt |
| Other Increases | $20,679 | OtherIncreasesAmt |
| Subtotal | $8,654,143 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,654,143 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| WELLS FARGO LT COVERED #8417(AVAILABLE UPON REQUEST) | P | 2019-12-31 | $1,231,427 | $1,070,429 | $160,998 | $160,998 |
| WELLS FARGO LT NONCOVERED #8417(AVAILABLE UPON REQUEST) | P | 2019-12-31 | $440,031 | $226,167 | $213,864 | $213,864 |
| WELLS FARGO ST COVERED #8417(AVAILABLE UPON REQUEST) | P | 2019-12-31 | $11,535 | $12,045 | -$510 | -$510 |
| WELLS FARGO ST NONCOVERED #8417(AVAILABLE UPON REQUEST) | P | 2019-12-31 | $65,000 | $64,987 | $13 | $13 |
| CAPITAL GAINS DIVIDENDS | P | $23,276 | $23,276 | $23,276 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $397,641 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $977,798 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,506,923 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.102851 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $589,160 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,155,500 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052813 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,156,910 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $13,487,162 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.159923 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,602,844 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $42,655,436 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.061020 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,130,873 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $45,178,969 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.069299 | DistributionYr5Rt |
| Total Distribution | 0.445906 | TotalDistributionRt |
| Average Distribution | 0.089181 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,781,360 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $872,311 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,940 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $877,251 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,452,695 | 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 | $4,940 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,940 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,940 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,053 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,053 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,113 | OverpaymentAmt |
| Applied To ES Tax | $2,113 | 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.LIPPMANKANFER.ORG | WebsiteAddressTxt |
| Individual With Books | MIKE MORAN | IndividualWithBooksNm |
| Phone | 2346783882 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 GOJO PLAZA SUITE 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 | 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 (11 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 | ||||||||
| 1 GOJO PLAZA SUITE 300 | AKRON | OH | 44311 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JARON KANFER | ||||||||
| 1 GOJO PLAZA SUITE 300 | AKRON | OH | 44311 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOSEPH KANFER | ||||||||
| 1 GOJO PLAZA SUITE 300 | AKRON | OH | 44311 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOSHUA ROLNICK | ||||||||
| 1 GOJO PLAZA SUITE 300 | AKRON | OH | 44311 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JUSTIN STEWART | ||||||||
| 1 GOJO PLAZA SUITE 300 | AKRON | OH | 44311 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KETTI ZIGDON | ||||||||
| 1 GOJO PLAZA SUITE 300 | AKRON | OH | 44311 | DIRECTOR/SECRETARY | 1.00 | $0 | $0 | $0 |
| MAMIE KANFER STEWART | ||||||||
| 1 GOJO PLAZA SUITE 300 | AKRON | OH | 44311 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARCELLA KANFER ROLNICK | ||||||||
| 1 GOJO PLAZA SUITE 300 | AKRON | OH | 44311 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MICHAEL MORAN | ||||||||
| 1 GOJO PLAZA SUITE 300 | AKRON | OH | 44311 | TREASURER | 1.00 | $0 | $0 | $0 |
| PAMELA KANFER | ||||||||
| 1 GOJO PLAZA SUITE 300 | AKRON | OH | 44311 | DIRECTOR/PRESIDENT.BOARD C | 1.00 | $0 | $0 | $0 |
| SARA FERNE KANFER | ||||||||
| 1 GOJO PLAZA SUITE 300 | AKRON | OH | 44311 | DIRECTOR | 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 |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $9,173,013 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $149,467 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $607,835 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,930,315 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,930,315 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $148,955 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,781,360 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $489,068 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $489,068 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,940 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,940 | TotalTaxAmt |
| Distributable Before Adj | $484,128 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $484,128 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $484,128 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,452,695 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,452,695 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,940 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,447,755 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $484,128 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $198,652 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $109,126 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,495,633 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $45,003 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $516,188 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,364,602 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,452,695 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $484,128 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $968,567 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,333,169 | 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 | $198,652 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,134,517 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $109,126 | ExcessFromYear4Amt |
| Excess From Year3 | $1,495,633 | ExcessFromYear3Amt |
| Excess From Year2 | $45,003 | ExcessFromYear2Amt |
| Excess From Year1 | $516,188 | ExcessFromYear1Amt |
| Excess From Current Year | $968,567 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WWWLIPPMANKANFERORG | 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.LIPPMANKANFER.ORG; THE ELECTRONIC FORM SPECIFIES THE REQUIRED CONTENT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BETH EL CONGREGATION | |||||||
| 464 SOUTH HAWKINS AVENUE | AKRON | OH | 44320 | NONE | PC | GENERAL | $9,018 |
| CHABAD LUBAVITCH OF CHAUTAUQUA | |||||||
| 23 VINCENT AVE | CHAUTAUQUA | NY | 14722 | NONE | PC | GENERAL | $1,800 |
| CHAUTAUQUA FOUNDATION | |||||||
| PO BOX 28 - ONE AMES AVE | CHAUTAUQUA | NY | 14722 | NONE | PC | GENERAL | $100,000 |
| 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 |
| IMMERSE NYC | |||||||
| 123 CAMBRIDGE PLACE | BROOKLYN | NY | 11238 | NONE | PC | GENERAL | $10,000 |
| JCBA | |||||||
| 750 WHITE POND DRIVE | AKRON | OH | 44320 | NONE | PC | GENERAL | $260,000 |
| KOLLEL YAD CHAIM MORDECHAI | |||||||
| 2573 LARCHMONT RD | BEACHWOOD | OH | 44122 | NONE | PC | GENERAL | $102,000 |
| LIPPMAN DAY SCHOOL | |||||||
| 750 WHITE POND DRIVE | AKRON | OH | 44320 | NONE | PC | GENERAL | $415,143 |
| REVERE ROAD SYNAGOGUE | |||||||
| 646 NORTH REVERE ROAD | AKRON | OH | 44333 | NONE | PC | GENERAL | $15,134 |
| 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 |
| LURIA ACADEMY | |||||||
| 238 ST MARKS AVENUE | BROOKLYN | NY | 11238 | NONE | PC | GENERAL | $100,000 |
| ROMEMU | |||||||
| 43 CENTRAL PARK NORTH SUITE 1A | NEW YORK | NY | 10026 | NONE | PC | GENERAL | $135,000 |
| BEHAVIORAL IDEAS LAB | |||||||
| 80 BROAD STREET 30TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | GENERAL | $15,000 |
| CIVIC NATION | |||||||
| 1156 15TH STREET NW SUITE 1000 | WASHINGTION | DC | 20005 | NONE | PC | GENERAL | $15,000 |
| GREAT NONPROFITS | |||||||
| 330 TWIN DOLPHIN DRIVE SUITE 131 | REDWOOD CITY | CA | 94065 | NONE | PC | GENERAL | $5,000 |
| PROTECT DEMOCRACY PROJECT | |||||||
| 82 NASSAU STREET 601 | NEW YORK | NY | 10038 | NONE | PC | GENERAL | $50,000 |
| PURPOSE FOUNDATION | |||||||
| 115 5TH AVENUE 6TH FLOOR | NEW YORK | NY | 10003 | NONE | PC | GENERAL | $25,000 |
| UNITED WE DREAM NETWORK | |||||||
| 1201 16TH STREET NW SUITE 714 | WASHINGTION | DC | 20036 | NONE | PC | GENERAL | $25,000 |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | |||||||
| 100 CROSBY PARKWAY | COVINGTON | KY | 41015 | NONE | PC | GENERAL | $72,000 |
| BROOKLYN COMMUNITY FOUNDATION | |||||||
| 1000 DEAN STREET 307 | BROOKLYN | NY | 11238 | NONE | PC | GENERAL | $24,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,452,695 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LURIA ACADEMY | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 238 ST MARKS AVENUE | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11238 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL | GrantOrContributionPurposeTxt |
| Amt | $400,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $400,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,554 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $211,526 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $397,641 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$13,507 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $74,436 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$13,507 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $685,157 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $671,650 | 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 |
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 | $6,318,453 | $9,335,891 |
| FIRST CAPITAL HOUSING PARTNERS | AT COST | $426,910 | $666,044 |
| 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 |
|---|---|---|---|
| FILING FEES | $211 | $0 | $0 |
| PROJECT COSTS | $53,404 | $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 | $60,929 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $74,436 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $60,929 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $20,679 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHECKS IN EXCESS OF FUNDS | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $73,028 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES (WELLS FARGO #8417) | $18,435 | $18,435 | $0 |
| MANAGEMENT FEES | $30,500 | $30,500 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $6,283 | $6,283 | $0 |
| OTHER TAXES AND LICENSES | $424 | $424 | $0 |
| FEDERAL TAXES | $13,500 | $0 | $0 |