LIPPMAN KANFER FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- LIPPMAN KANFER FAMILY FOUNDATION (EIN 34-0974875)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201903199349103095
- Schema version
- 2018v3.1
- 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 Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T12:49:43-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 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 | MICHAEL MORAN | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 3302556200 | PhoneNum |
| Signature | 2019-11-12 | 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 | 2019-11-07 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.59.56.33 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-12 | IPDt |
| IP Tm | 09:50:31 | 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 | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,888,569 | 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 | $1,256 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,256 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $204,481 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $204,481 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $322,116 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,168,974 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $322,116 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $186,390 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $186,390 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $714,243 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $714,243 | 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 |
| Other Prof Fees Rev And Expnss | $185,160 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $20,838 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $19,127 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,626 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $230 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $230 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $204,517 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,464 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $230 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $984,436 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $984,436 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,188,953 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,464 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $984,666 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$474,710 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $686,779 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $134,244 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $122,391 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $122,391 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $40,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $40,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $40,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $40,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Other Investments BOY | $9,510,359 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,510,359 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,726,178 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,684,603 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,672,750 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,888,569 | 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 | $9,684,603 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,672,750 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,684,603 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,672,750 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,684,603 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,672,750 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,684,603 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$474,710 | ExcessRevenueOverExpensesAmt |
| Other Increases | $462,857 | OtherIncreasesAmt |
| Subtotal | $9,672,750 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,672,750 | 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 | 2018-12-31 | $532,014 | $428,989 | $103,025 | $103,025 |
| WELLS FARGO LT NONCOVERED #8417(AVAILABLE UPON REQUEST) | P | 2018-12-31 | $320,182 | $165,139 | $155,043 | $155,043 |
| WELLS FARGO ST COVERED #8417(AVAILABLE UPON REQUEST) | P | 2018-12-31 | $151,814 | $152,750 | -$936 | -$936 |
| WELLS FARGO ST NONCOVERED #8417(AVAILABLE UPON REQUEST) | P | 2018-12-31 | $100,000 | $99,980 | $20 | $20 |
| CAPITAL GAINS DIVIDENDS | P | $64,964 | $64,964 | $64,964 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $322,116 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $589,160 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,155,500 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052813 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,156,910 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $13,487,162 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.159923 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,602,844 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $42,655,436 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.061020 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,130,873 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $45,178,969 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.069299 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,073,923 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $44,351,196 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.069309 | DistributionYr5Rt |
| Total Distribution | 0.412364 | TotalDistributionRt |
| Average Distribution | 0.082473 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,506,923 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $784,064 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,868 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $790,932 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $984,666 | 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 | $6,868 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,868 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,868 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $668 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $13,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $14,168 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $247 | EsPenaltyAmt |
| Overpayment | $7,053 | OverpaymentAmt |
| Applied To ES Tax | $7,053 | 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 | 520 S MAIN STREET SUITE 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 | 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 | ||||||||
| 520 S MAIN STREET SUITE 2457 | AKRON | OH | 44311 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JARON KANFER | ||||||||
| 520 S MAIN STREET SUITE 2457 | AKRON | OH | 44311 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOSEPH KANFER | ||||||||
| 520 S MAIN STREET SUITE 2457 | AKRON | OH | 44311 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOSHUA ROLNICK | ||||||||
| 520 S MAIN STREET SUITE 2457 | AKRON | OH | 44311 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JUSTIN STEWART | ||||||||
| 520 S MAIN STREET SUITE 2457 | AKRON | OH | 44311 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KETTI ZIGDON | ||||||||
| 520 S MAIN STREET SUITE 2457 | AKRON | OH | 44311 | DIRECTOR/SECRETARY | 1.00 | $0 | $0 | $0 |
| MAMIE KANFER STEWART | ||||||||
| 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 | 1.00 | $0 | $0 | $0 |
| MICHAEL MORAN | ||||||||
| 520 S MAIN STREET SUITE 2457 | AKRON | OH | 44311 | TREASURER | 1.00 | $0 | $0 | $0 |
| PAMELA KANFER | ||||||||
| 520 S MAIN STREET SUITE 2457 | AKRON | OH | 44311 | DIRECTOR/PRESIDENT.BOARD C | 1.00 | $0 | $0 | $0 |
| SARA FERNE KANFER | ||||||||
| 520 S MAIN STREET SUITE 2457 | 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WALNUT RIDGE STRATEGIC MANAGEMENT COMPANY LLC | 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) |
|---|---|---|
| Service Type | MANAGEMENT SERVICES | ServiceTypeTxt |
| Compensation | $164,322 | 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 | $9,088,301 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $136,011 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $427,386 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,651,698 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,651,698 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $144,775 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,506,923 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $475,346 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $475,346 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,868 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,868 | TotalTaxAmt |
| Distributable Before Adj | $468,478 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $468,478 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $468,478 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $984,666 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $984,666 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,868 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $977,798 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $468,478 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $106,613 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $198,652 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $109,126 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,495,633 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $45,003 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,955,027 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $984,666 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $468,478 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $516,188 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,471,215 | 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 | $106,613 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,364,602 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $198,652 | ExcessFromYear4Amt |
| Excess From Year3 | $109,126 | ExcessFromYear3Amt |
| Excess From Year2 | $1,495,633 | ExcessFromYear2Amt |
| Excess From Year1 | $45,003 | ExcessFromYear1Amt |
| Excess From Current Year | $516,188 | 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 (14 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 | $14,036 |
| CHABAD LUBAVITCH OF CHAUTAUQUA | |||||||
| 23 VINCENT AVE | CHAUTAUQUA | NY | 14722 | NONE | PC | GENERAL | $1,800 |
| 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 | $310,415 |
| KOLLEL YAD CHAIM MORDECHAI | |||||||
| 2573 LARCHMONT RD | BEACHWOOD | OH | 44122 | NONE | PC | GENERAL | $102,000 |
| REVERE ROAD SYNAGOGUE | |||||||
| 646 NORTH REVERE ROAD | AKRON | OH | 44333 | NONE | PC | GENERAL | $9,238 |
| SHAW JCC OF AKRON | |||||||
| 750 WHITE POND DRIVE | AKRON | OH | 44320 | NONE | PC | GENERAL | $20,000 |
| TEMPLE ISRAEL OF AKRON | |||||||
| 91 SPRINGSIDE DR | AKRON | OH | 44333 | 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 |
| LIPPMAN DAY SCHOOL | |||||||
| 750 WHITE POND DRIVE | AKRON | OH | 44320 | NONE | PC | GENERAL | $343,347 |
| IMMERSE NYC | |||||||
| 123 CAMBRIDGE PLACE | BROOKLYN | NY | 11238 | NONE | PC | GENERAL | $10,000 |
| CHAUTAUQUA FOUNDATION | |||||||
| PO BOX 28 - ONE AMES AVE | CHAUTAUQUA | NY | 14722 | NONE | PC | GENERAL | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $984,436 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (5 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 | $109,000 |
| CHAUTAUQUA FOUNDATION | |||||||
| PO BOX 28 - ONE AMES AVE | CHAUTAUQUA | NY | 14722 | NONE | PC | GENERAL | $700,000 |
| HANNAH SENESH | |||||||
| 342 SMITH ST | BROOKLYN | NY | 11231 | NONE | PC | GENERAL | $150,000 |
| HILLEL AT KENT STATE UNIVERSITY | |||||||
| 613 E SUMMIT STREET | KENT | OH | 44240 | NONE | PC | GENERAL | $20,000 |
| KOLLEL YAD CHAIM MORDECHAI | |||||||
| 2573 LARCHMONT RD | BEACHWOOD | OH | 44122 | NONE | PC | GENERAL | $204,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,183,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,256 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $204,481 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $322,116 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$15,012 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $186,390 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$15,012 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $714,243 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $699,231 | 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 | $7,116,641 | $9,010,134 |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEES | Desc |
| Revenue And Expenses Per Books | $230 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $230 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Revenue And Expenses Per Books | $186,390 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $186,390 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $171,378 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $462,857 | Amt |
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) | $20,838 | $20,838 | $0 |
| MANAGEMENT FEES | $164,322 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $6,626 | $6,626 | $0 |
| FEDERAL EXCISE TAX | $12,501 | $0 | $0 |