LIPPMAN KANFER FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- LIPPMAN KANFER FAMILY FOUNDATION (EIN 34-0974875)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-16
- IRS object ID
- 201503209349102270
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-16T13:20:00-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341912961 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHEN & COMPANY LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | OFFICES LISTED AT | AddressLine1Txt |
| City | WWWCOHENCPACOM | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | 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 | ONE GOJO PLAZA NO 350 | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44311 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT LEVIN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 3302556200 | PhoneNum |
| Signature | 2015-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANDREW WHITEHAIR | PreparerPersonNm |
| PTIN | P00853693 | PTIN |
| Phone | 8002291099 | PhoneNum |
| Preparation | 2015-11-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $44,822,290 | 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 | $272,438 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $272,438 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $758,889 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $758,889 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,516,558 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,418,902 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,516,558 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $9,075 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$47,577 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,556,960 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,500,308 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $6,841 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $6,841 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $175,092 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $108,374 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $66,718 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $55,731 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $200 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $34,557 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $34,557 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $48,853 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $40,169 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,684 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $321,074 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $148,543 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $117,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,413,873 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,413,873 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,734,947 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $148,543 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,530,873 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,177,987 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,351,765 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,095,829 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,517,605 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,517,605 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $4,515,049 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $5,562,560 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $4,515,049 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $4,515,049 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Other Investments BOY | $32,202,271 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $32,836,129 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $38,789,636 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $39,860,660 | TotalAssetsBOYAmt |
| Total Assets EOY | $38,868,783 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $44,822,290 | 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 | $39,860,660 | RetainedEarningBOYAmt |
| Retained Earning EOY | $38,868,783 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $39,860,660 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $38,868,783 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $39,860,660 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $38,868,783 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $39,860,660 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,177,987 | ExcessRevenueOverExpensesAmt |
| Other Increases | $186,110 | OtherIncreasesAmt |
| Subtotal | $38,868,783 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $38,868,783 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| TOTAL SHORT-TERM COMMON TRUST FUND & PARTNERSHIP GAINS | P | $1,404 | $1,404 | $1,404 | |
| TOTAL LONG-TERM COMMON TRUST FUND & PARTNERSHIP GAINS | P | $259,067 | $259,067 | $259,067 | |
| WELLS FARGO - 4326 - AVAILIBLE UPON REQUEST | P | $55,088 | $22,729 | $22,729 | $32,359 |
| WELLS FARGO - 7197 - AVAILIBLE UPON REQUEST | P | $387,660 | $116,482 | $116,482 | $271,178 |
| WELLS FARGO - 8154 - AVAILIBLE UPON REQUEST | P | $57,166 | $14,188 | $14,188 | $42,978 |
| WELLS FARGO - 8154 - AVAILIBLE UPON REQUEST | P | $582,481 | $207,981 | $207,981 | $374,500 |
| WELLS FARGO - 8417 - AVAILIBLE UPON REQUEST | P | $56,519 | $566 | $566 | $55,953 |
| WELLS FARGO - 8417 - AVAILIBLE UPON REQUEST | P | $4,844,396 | $719,020 | $719,020 | $4,125,376 |
| CAPITAL GAINS DIVIDENDS | P | $175,121 | $175,121 | $175,121 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,516,558 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,073,923 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $44,351,196 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.069309 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,031,874 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $42,178,861 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.071881 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,716,786 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $43,788,537 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.039206 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,791,816 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $42,564,622 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.042096 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,971,148 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $39,420,424 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050003 | DistributionYr5Rt |
| Total Distribution | 0.272495 | TotalDistributionRt |
| Average Distribution | 0.054499 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $45,178,969 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,462,209 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $23,518 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,485,727 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,530,873 | 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 | $23,518 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $23,518 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $23,518 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $32,000 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $6,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $38,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $25 | EsPenaltyAmt |
| Overpayment | $14,457 | OverpaymentAmt |
| Applied To ES Tax | $14,457 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | SCOTT LEVIN | IndividualWithBooksNm |
| Phone | 2346783883 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE GOJO PLAZA SUITE 350 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|
| KETTI ZIGDON | ||||||||
| ONE GOJO PLAZA SUITE 350 | AKRON | OH | 44311 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| JOSEPH KANFER | ||||||||
| ONE GOJO PLAZA SUITE 350 | AKRON | OH | 44311 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| MARCELLA KANFER ROLNICK | ||||||||
| ONE GOJO PLAZA SUITE 350 | AKRON | OH | 44311 | PRESIDENT/BOARD CHAIR | 5.00 | $0 | $0 | $0 |
| MAMIE KANFER STEWART | ||||||||
| ONE GOJO PLAZA SUITE 350 | AKRON | OH | 44311 | SECRETARY | 5.00 | $0 | $0 | $0 |
| JOSHUA ROLNICK | ||||||||
| ONE GOJO PLAZA SUITE 350 | AKRON | OH | 44311 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| SCOTT LEVIN | ||||||||
| ONE GOJO PLAZA SUITE 350 | AKRON | OH | 44311 | TREASURER | 5.00 | $0 | $0 | $0 |
| DONNY ZIGDON | ||||||||
| ONE GOJO PLAZA SUITE 350 | AKRON | OH | 44311 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| PAMELA KANFER | ||||||||
| ONE GOJO PLAZA SUITE 350 | AKRON | OH | 44311 | DIRECTOR | 5.00 | $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 | $38,151,101 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,173,085 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,542,788 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $45,866,974 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $45,866,974 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $688,005 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $45,178,969 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,258,948 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,258,948 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $23,518 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $7,522 | IncomeTaxAmt |
| Total Tax | $31,040 | TotalTaxAmt |
| Distributable Before Adj | $2,227,908 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,227,908 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,227,908 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,530,873 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,530,873 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $23,518 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,507,355 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,227,908 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $148,558 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,142,056 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,290,614 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,530,873 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,227,908 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,302,965 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,593,579 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,593,579 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $148,558 | ExcessFromYear2Amt |
| Excess From Year1 | $1,142,056 | ExcessFromYear1Amt |
| Excess From Current Year | $1,302,965 | 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 | ONE GOJO PLAZA SUITE 350 | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44311 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2346783883 | 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 (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AD HOC CHARITY PROJECTS | |||||||
| ONE GOJO PLAZA SUITE 350 | AKRON | OH | 44311 | NONE | PC | GENERAL | $48,500 |
| AMERICAN FRIENDS OF KOLOT | |||||||
| 27 WEST 72ND ST | NEW YORK | NY | 10023 | NONE | PC | GENERAL | $25,000 |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | |||||||
| 23215 COMMERCE PARK ROAD 306 | BEACHWOOD | OH | 44122 | NONE | PC | GENERAL | $3,600 |
| AMERICAN JEWISH WORLD SERVICE | |||||||
| 45 WEST 26TH STREETH | NEW YORK | NY | 10018 | NONE | PC | GENERAL | $100,000 |
| BIBLE RAPS | |||||||
| 2576 BROADWAY 292 | NEW YORK | NY | 10025 | NONE | PC | GENERAL | $10,000 |
| BEDSTUY CAMPAIGN AGAINST HUNGER | |||||||
| 2010 FULTON ST | BROOKLYN | NY | 11233 | NONE | PC | GENERAL | $1,800 |
| BELLFAIRE JCB | |||||||
| 22001 FAIRMOUNT BLVD | CLEVELAND | OH | 44118 | NONE | PC | GENERAL | $360 |
| BETH EL CONGREGATION | |||||||
| 464 SOUTH HAWKINS AVENUE | AKRON | OH | 44320 | NONE | PC | GENERAL | $24,894 |
| CHAUTAUQUA FOUNDATION | |||||||
| 1 AMES AVENUE PO BOX 28 | CHAUTAUQUA | NY | 14722 | NONE | PC | GENERAL | $1,100,035 |
| EVERETT CENTER | |||||||
| 36 MASSEY AVENUE PO BOX 315 | CHAUTAUQUA | NY | 14722 | NONE | PC | GENERAL | $6,800 |
| FIDELITY CHARITABLE GIFT FUND | |||||||
| 200 SEAPORT BLVD | BOSTON | MA | 02210 | NONE | PC | GENERAL | $96,000 |
| FOUNDATION FOR JEWISH CAMP | |||||||
| 253 WEST 35TH STREET 4TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | GENERAL | $50,000 |
| GAY GAMES | |||||||
| 584 CASTRO STREET | SAN FRANCISCO | CA | 94114 | NONE | PC | GENERAL | $12,500 |
| G-DCAST | |||||||
| 131 STEUART ST 205 | SAN FRANCISCO | CA | 94105 | NONE | PC | GENERAL | $50,000 |
| HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE | |||||||
| 800 EIGHTH STREET NW | WASHINGTON | DC | 20001 | NONE | PC | GENERAL | $50,000 |
| HILLEL AT KENT STATE UNIVERSITY | |||||||
| 613 E SUMMIT STREET | KENT | OH | 44240 | NONE | PC | GENERAL | $8,500 |
| INTERFAITHFAMILY | |||||||
| 90 OAK STREET PO BOX 428 | NEWTON | MA | 02464 | NONE | PC | GENERAL | $72,360 |
| JCBA | |||||||
| 750 WHITE POND DRIVE | AKRON | OH | 44320 | NONE | PC | GENERAL | $379,705 |
| JEWISH EDUCATION PROJECT | |||||||
| 520 EIGHTH AVENUE 15TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | GENERAL | $20,000 |
| JEWISH FUNDERS NETWORK | |||||||
| 150 WEST 30TH STREET SUITE 900 | NEW YORK | NY | 10001 | NONE | PC | GENERAL | $20,500 |
| JEWISH FUTURES FOUNDATION INC | |||||||
| 1979 E 9TH ST | BROOKLYN | NY | 11223 | NONE | PC | GENERAL | $2,500 |
| JSJR | |||||||
| 1620 I STREET NW SUITE 210 | WASHINGTON | DC | 20006 | NONE | PC | GENERAL | $20,000 |
| JFSJ | |||||||
| 330 7TH AVENUE 19TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | GENERAL | $20,000 |
| JOSHUA VENTURE | |||||||
| 45 WEST 36TH STREET 8TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | GENERAL | $115,500 |
| KESHET | |||||||
| 284 ARMORY STREET | JAMAICA PLAIN | MA | 02130 | NONE | PC | GENERAL | $10,000 |
| LIPPMAN DAY SCHOOL | |||||||
| 750 WHITE POND DRIVE | AKRON | OH | 44320 | NONE | PC | GENERAL | $468,000 |
| LIVNOT U'LEHIBANOT | |||||||
| PO BOX 811715 | BOCA RATON | FL | 33481 | NONE | PC | GENERAL | $5,000 |
| LURIA ACADEMY | |||||||
| 700 PACIFIC STREET UNIT 121 | BROOKLYN | NY | 11217 | NONE | PC | GENERAL | $25,000 |
| MECHON HADAR | |||||||
| 190 AMSTERDAM AVENUE | NEW YORK | NY | 10023 | NONE | PC | GENERAL | $25,000 |
| MOISHE HOUSE | |||||||
| 2121 COMMONWEALTH AVE SUITE 210 | CHARLOTTE | NC | 28205 | NONE | PC | GENERAL | $10,000 |
| MOMENT MAGAZINE | |||||||
| 4155 WISCONSIN AVENUE NW SUITE 102 | WASHINGTON | DC | 20016 | NONE | PC | GENERAL | $5,000 |
| NEIGHBORS TOGETHER | |||||||
| 2094 FULTON ST | BROOKLYN | NY | 11233 | NONE | PC | GENERAL | $1,800 |
| OTHER CONTRIBUTIONS | |||||||
| ONE GOJO PLAZA SUITE 350 | AKRON | OH | 44311 | NONE | PC | GENERAL | $6,125 |
| PRESENTENSE INSTITUTE | |||||||
| 115 E 23RD ST | NEW YORK | NY | 10010 | NONE | PC | GENERAL | $25,000 |
| RAVSAK | |||||||
| 254 WEST 54TH STREET | NEW YORK | NY | 10019 | NONE | PC | GENERAL | $5,000 |
| REVERE ROAD SYNAGOGUE | |||||||
| 646 NORTH REVERE ROAD | AKRON | OH | 44333 | NONE | PC | GENERAL | $10,319 |
| SHAW JCC OF AKRON | |||||||
| 750 WHITE POND DRIVE | AKRON | OH | 44320 | NONE | PC | GENERAL | $20,325 |
| SLINGSHOT FUND | |||||||
| 110 EAST 59TH STREET 26TH FLOOR | NEW YORK | NY | 10022 | NONE | PC | GENERAL | $25,000 |
| T'RUAH | |||||||
| 266 W 37TH STREET SUITE 803 | NEW YORK | NY | 10018 | NONE | PC | GENERAL | $10,000 |
| UPSTART | |||||||
| 332 PINE STREET SUITE 600 | SAN FRANCISCO | CA | 94104 | NONE | PC | GENERAL | $35,000 |
| YESHIVA UNIVERSITY | |||||||
| 500 W 185TH ST | NEW YORK | NY | 10033 | NONE | PC | GENERAL | $5,000 |
| HAZON | |||||||
| 45 WEST 36TH STREET 8TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | GENERAL | $83,750 |
| SH'MA INSTITUTE | |||||||
| ONE GOJO PLAZA SUITE 350 | AKRON | OH | 44311 | CONTROLLED POF | POF | PUBLISHING OF SH'MA, A JOURNAL OF JEWISH RESPONSIBILITY, IN ONLINE AND PRINT FORM | $400,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,413,873 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN JEWISH WORLD SERVICE | |||||||
| 45 WEST 26TH STREETH | NEW YORK | NY | 10018 | NONE | PC | GENERAL | $100,000 |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | |||||||
| 23215 COMMERCE PARK ROAD 306 | BEACHWOOD | OH | 44122 | NONE | PC | GENERAL | $10,800 |
| BEND THE ARC | |||||||
| 330 7TH AVENUE 19TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | GENERAL | $40,000 |
| BETH EL CONGREGATION | |||||||
| 464 SOUTH HAWKINS AVENUE | AKRON | OH | 44320 | NONE | PC | GENERAL | $186,367 |
| BIBLE RAPS | |||||||
| 2576 BROADWAY 292 | NEW YORK | NY | 10025 | NONE | PC | GENERAL | $10,000 |
| CHAUTAUQUA FOUNDATION | |||||||
| 1 AMES AVENUE PO BOX 28 | CHAUTAUQUA | NY | 14722 | NONE | PC | GENERAL | $333,965 |
| EVERETT CENTER | |||||||
| 36 MASSEY AVENUE PO BOX 315 | CHAUTAUQUA | NY | 14722 | NONE | PC | GENERAL | $11,800 |
| FOUNDATION FOR JEWISH CAMP | |||||||
| 253 WEST 35TH STREET 4TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | GENERAL | $100,000 |
| HANNAH SENESH | |||||||
| 342 SMITH ST | BROOKLYN | NY | 11231 | NONE | PC | GENERAL | $50,000 |
| HAZON | |||||||
| 45 WEST 26TH STREETH | NEW YORK | NY | 10018 | NONE | PC | GENERAL | $137,500 |
| HILLEL AT KENT STATE UNIVERSITY | |||||||
| 613 E SUMMIT STREET | KENT | OH | 44240 | NONE | PC | GENERAL | $7,500 |
| INTERFAITHFAMILY | |||||||
| 90 OAK STREET PO BOX 428 | NEWTON | MA | 02464 | NONE | PC | GENERAL | $72,000 |
| JEWISH EDUCATION PROJECT | |||||||
| 520 EIGHTH AVENUE 15TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | GENERAL | $30,000 |
| JOSHUA VENTURE GROUP | |||||||
| 253 WEST 35TH STREET 4TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | GENERAL | $100,000 |
| KESHET | |||||||
| 284 ARMORY STREET | JAMAICA PLAIN | MA | 10213 | NONE | PC | GENERAL | $10,000 |
| LURIA ACADEMY | |||||||
| 238 ST MARKS AVE | BROOKLYN | NY | 11238 | NONE | PC | GENERAL | $25,000 |
| MECHON HADAR | |||||||
| 190 AMSTERDAM AVENUE | NEW YORK | NY | 10023 | NONE | PC | GENERAL | $50,000 |
| MOISHE HOUSE | |||||||
| 2121 COMMONWEALTH AVE SUITE 210 | CHARLOTTE | NC | 28205 | NONE | PC | GENERAL | $15,000 |
| THE LIPPMAN SCHOOL | |||||||
| 750 WHITE POND DRIVE | AKRON | OH | 44320 | NONE | PC | GENERAL | $200,000 |
| SHAW JCC OF AKRON | |||||||
| 750 WHITE POND DRIVE | AKRON | OH | 44320 | NONE | PC | GENERAL | $40,000 |
| UPSTART | |||||||
| 560 MISSION ST SUITE 1395 | SAN FRANCISCO | CA | 94104 | NONE | PC | GENERAL | $35,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,564,932 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $272,438 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $758,889 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,516,558 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $56,652 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$47,577 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $56,652 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,500,308 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,556,960 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SH'MA INSTITUTE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE GOJO PLAZA | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44311 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2014-12-31 | GrantDt |
| Grant | $400,000 | GrantAmt |
| Purpose Of Grant | PUBLISHING OF SH'MA, WHICH IS A JOURNAL OF JEWISH RESPONSIBILITYIN PRINT AND ON-LINE FORM. SH'MA USED THE GRANT TO FUND ITS QUALIFIED CHARITABLE ADMINISTRATIVE EXPENSES INCURRED IN PRODUCING THE JOURNAL. | PurposeOfGrantTxt |
| Expended By Grantee | $353,520 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Verification | 2015-11-15 | VerificationDt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THE FOUNDATION MADE A DISTRIBUTION TO A DONOR ADVISED FUND. | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PAGE 5, PART VII-A, LINE 12 | FormAndLineReferenceDesc |
| Medium Explanation | THE ORGANIZATION TREATED DISTRIBUTIONS TO A DONOR ADVISED FUND AS A QUALIFYING DISTRIBUTION. THE DISTRIBUTIONS TO THE DONOR ADVISED FUND WERE USED TO MAKE DONATIONS TO QUALIFIED 501(C)(3) CHARITIES. | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| WELLS FARGO INVESTMENTS | AT COST | $30,726,791 | $38,007,972 |
| FIRST CAPITAL HOUSING PARTNERS | AT COST | $200,361 | $105,558 |
| COMMON FUND | AT COST | $1,908,977 | $676,106 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $6,841 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,841 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $1,419 | $0 | $1,419 |
| INSURANCE | $1,152 | $0 | $1,152 |
| FOREIGN TAXES PAID | $40,169 | $40,169 | $0 |
| OFFICE EXPENSES | $5,539 | $0 | $5,539 |
| SHIPPING | $345 | $0 | $345 |
| SUPPLIES | $204 | $0 | $204 |
| BANK CHARGES | $25 | $0 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Revenue And Expenses Per Books | $9,075 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$47,577 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $9,075 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX DIFFERENCES FROM PASS THROUGHS | Desc |
| Amt | $186,110 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ASSET ADVISOR FEE | $108,374 | $108,374 | $0 |
| CONSULTING FEES | $66,718 | $0 | $66,718 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $55,531 | $0 | $0 |
| STATE TAXES | $200 | $0 | $200 |