LIPPMAN KANFER FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- LIPPMAN KANFER FAMILY FOUNDATION (EIN 34-0974875)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-13
- IRS object ID
- 201433179349101458
- Schema version
- 2013v3.0
- 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
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-13T15:40:11-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | OFFICES LISTED AT | AddressLine1 |
| City | WWWCOHENCPACOM | City |
| State | OH | State |
| ZIP Code | 44115 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | AKRON | City |
| State | OH | State |
| ZIP Code | 44311 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT LEVIN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 3302556200 | PhoneNum |
| Signature | 2014-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA J WHITE | PreparerPersonNm |
| PTIN | P00186264 | PTIN |
| Phone | 8002291099 | PhoneNum |
| Preparation | 2014-11-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $47,279,919 | 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 | $44,698 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $334,136 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $334,136 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $654,518 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $654,518 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,744,325 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,871,188 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,744,325 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $421,367 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $421,367 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,199,044 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,154,346 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,673 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,673 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $114,432 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $100,835 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $13,597 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $38,820 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $200 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $914 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $914 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $17,115 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,613 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,502 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $177,454 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $114,362 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $24,472 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,299,451 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,299,451 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,476,905 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $114,362 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,323,923 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$277,861 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,039,984 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,654,126 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,095,829 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,095,829 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $5,562,560 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $6,200,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $5,562,560 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $5,562,560 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Other Investments BOY | $32,284,395 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $32,202,271 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $39,621,530 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $40,138,521 | TotalAssetsBOYAmt |
| Total Assets EOY | $39,860,660 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $47,279,919 | 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 | $40,138,521 | RetainedEarningBOYAmt |
| Retained Earning EOY | $39,860,660 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $40,138,521 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $39,860,660 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $40,138,521 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $39,860,660 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $40,138,521 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$277,861 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $39,860,660 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $39,860,660 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 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 | $10,928 | $10,928 | $10,928 | |
| TOTAL LONG-TERM COMMON TRUST FUND & PARTNERSHIP GAINS | P | $162,337 | $162,337 | $162,337 | |
| WELLS FARGO - 4324 - AVAILABLE UPON REQUEST | P | $134,603 | $20,969 | $20,969 | $113,634 |
| WELLS FARGO - 4324 - AVAILABLE UPON REQUEST | P | $1,152,056 | $331,674 | $331,674 | $820,382 |
| WELLS FARGO - 7197 - AVAILABLE UPON REQUEST | P | $85,080 | $7,382 | $7,382 | $77,698 |
| WELLS FARGO - 7197 - AVAILABLE UPON REQUEST | P | $907,283 | $258,298 | $258,298 | $648,985 |
| WELLS FARGO - 8154 - AVAILABLE UPON REQUEST | P | $389,777 | $35,964 | $35,964 | $353,813 |
| WELLS FARGO - 8154 - AVAILABLE UPON REQUEST | P | $467,708 | $111,061 | $111,061 | $356,647 |
| WELLS FARGO - 8315 - AVAILABLE UPON REQUEST | P | $1,515,629 | $140,163 | $140,163 | $1,375,466 |
| WELLS FARGO - 8315 - AVAILABLE UPON REQUEST | P | $912,589 | $219,038 | $219,038 | $693,551 |
| WELLS FARGO - 8417 - AVAILABLE UPON REQUEST | P | $982,746 | $16,257 | $16,257 | $966,489 |
| WELLS FARGO - 8417 - AVAILABLE UPON REQUEST | P | $3,084,881 | $364,683 | $364,683 | $2,720,198 |
| CAPITAL GAINS DIVIDENDS | P | $65,571 | $65,571 | $65,571 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,744,325 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,281,874 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $42,178,861 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.077809 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,941,786 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $43,788,537 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044345 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,891,816 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $42,564,622 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044446 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,971,148 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $39,420,424 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050003 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,025,404 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $39,804,482 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.025761 | DistributionYr5Rt |
| Total Distribution | 0.242364 | TotalDistributionRt |
| Average Distribution | 0.048473 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $44,351,196 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,149,836 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $30,400 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,180,236 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,323,923 | 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 | $30,400 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $30,400 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $30,400 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $24,000 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $20,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $44,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $16 | EsPenaltyAmt |
| Overpayment | $13,584 | OverpaymentAmt |
| Applied To ES Tax | $13,584 | 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 | AddressLine1 |
| City | AKRON | City |
| State | OH | State |
| ZIP Code | 44311 | ZIPCode |
| 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 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 |
| LOU COLELLA | ||||||||
| 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 | $36,657,205 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,706,634 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,662,756 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $45,026,595 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $45,026,595 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $675,399 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $44,351,196 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,217,560 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,217,560 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $30,400 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $5,293 | IncomeTaxAmt |
| Total Tax | $35,693 | TotalTaxAmt |
| Distributable Before Adj | $2,181,867 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,181,867 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,181,867 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,323,923 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,323,923 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $30,400 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,293,523 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,181,867 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $148,558 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $148,558 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,323,923 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,181,867 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,142,056 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,290,614 | 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 | $1,290,614 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $148,558 | ExcessFromYear1Amt |
| Excess From Current Year | $1,142,056 | 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 | AddressLine1 |
| City | AKRON | City |
| State | OH | State |
| ZIP Code | 44311 | ZIPCode |
| 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/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | |||||||
| 23215 COMMERCE PARK ROAD 306 | BEACHWOOD | OH | 44122 | NONE | EXEMPT | GENERAL | $3,600 |
| AMERICAN JEWISH WORLD SERVICE | |||||||
| 45 WEST 26TH STREETH | NEW YORK | NY | 10018 | NONE | EXEMPT | GENERAL | $100,000 |
| BETH EL CONGREGATION | |||||||
| 464 SOUTH HAWKINS AVENUE | AKRON | OH | 44320 | NONE | EXEMPT | GENERAL | $41,361 |
| CHAUTAUQUA CHABAD | |||||||
| 23 VINCENT AVENUE | CHAUTAUQUA | NY | 14722 | NONE | EXEMPT | GENERAL | $250,000 |
| CHAUTAUQUA FOUNDATION | |||||||
| 1 AMES AVENUE PO BOX 28 | CHAUTAUQUA | NY | 14722 | NONE | EXEMPT | GENERAL | $540,000 |
| CHILDREN'S DEFENSE FUND - NY | |||||||
| 15 MAIDEN LANE | NEW YORK | NY | 10038 | NONE | EXEMPT | GENERAL | $1,800 |
| ENCOUNTER | |||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 10002 | NONE | EXEMPT | GENERAL | $10,000 |
| EVERETT CENTER | |||||||
| 36 MASSEY AVENUE PO BOX 315 | CHAUTAUQUA | NY | 14722 | NONE | EXEMPT | GENERAL | $6,800 |
| FIDELITY CHARITABLE GIFT FUND | |||||||
| 200 SEAPORT BLVD | BOSTON | MA | 02210 | NONE | EXEMPT | GENERAL | $101,100 |
| FOUNDATION FOR JEWISH CAMP | |||||||
| 253 WEST 35TH STREET 4TH FLOOR | NEW YORK | NY | 10001 | NONE | EXEMPT | GENERAL | $50,000 |
| GRANT MAKERS FOR EFFECTIVE ORGANIZATIONS | |||||||
| 1725 DESALES STREET NW SUITE 404 | WASHINGTON | DC | 20036 | NONE | EXEMPT | GENERAL | $1,220 |
| HANNAH SENESH | |||||||
| 342 SMITH STREET | BROOKLYN | NY | 11231 | NONE | EXEMPT | GENERAL | $100,000 |
| HAZON | |||||||
| 45 WEST 36TH STREET 8TH FLOOR | NEW YORK | NY | 10018 | NONE | EXEMPT | GENERAL | $43,750 |
| HILLEL | |||||||
| 800 EIGHTH STREET NW | WASHINGTON | DC | 20001 | NONE | EXEMPT | GENERAL | $25,000 |
| HILLEL AT KENT STATE UNIVERSITY | |||||||
| 613 E SUMMIT STREET | KENT | OH | 44240 | NONE | EXEMPT | GENERAL | $32,500 |
| INTERFAITHFAMILY | |||||||
| 90 OAK STREET PO BOX 428 | NEWTON | MA | 02464 | NONE | EXEMPT | GENERAL | $87,000 |
| JCBA | |||||||
| 750 WHITE POND DRIVE | AKRON | OH | 44320 | NONE | EXEMPT | GENERAL | $420,150 |
| JEWISH EDUCATION PROJECT | |||||||
| 520 EIGHTH AVENUE 15TH FLOOR | NEW YORK | NY | 10018 | NONE | EXEMPT | GENERAL | $5,000 |
| JEWISH FUNDERS NETWORK | |||||||
| 150 WEST 30TH STREET SUITE 900 | NEW YORK | NY | 10001 | NONE | EXEMPT | GENERAL | $12,500 |
| JFNA | |||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 10004 | NONE | EXEMPT | GENERAL | $150,000 |
| JEWISH WOMEN INTERNATIONAL | |||||||
| 1129 20TH STREET NW SUITE 801 | WASHINGTON | DC | 20036 | NONE | EXEMPT | GENERAL | $1,000 |
| JFSJ | |||||||
| 330 7TH AVENUE 19TH FLOOR | NEW YORK | NY | 10001 | NONE | EXEMPT | GENERAL | $20,000 |
| JOSHUA VENTURE | |||||||
| 45 WEST 36TH STREET 8TH FLOOR | NEW YORK | NY | 10018 | NONE | EXEMPT | GENERAL | $200,000 |
| JUMPSTART | |||||||
| 6701 CARNEGIE AVENUE SUITE 100 | CLEVELAND | OH | 44103 | NONE | EXEMPT | GENERAL | $20,360 |
| KESHET | |||||||
| 284 ARMORY STREET | JAMAICA PLAIN | MA | 02130 | NONE | EXEMPT | GENERAL | $10,000 |
| LIPPMAN DAY SCHOOL | |||||||
| 750 WHITE POND DRIVE | AKRON | OH | 44320 | NONE | EXEMPT | GENERAL | $429,850 |
| LIVNOT U'LEHIBANOT | |||||||
| PO BOX 811715 | BOCA RATON | FL | 33481 | NONE | EXEMPT | GENERAL | $10,000 |
| LURIA ACADEMY | |||||||
| 700 PACIFIC STREET UNIT 121 | BROOKLYN | NY | 11217 | NONE | EXEMPT | GENERAL | $25,000 |
| MAYYIM HAYYIM | |||||||
| 1838 WASHINGTON STREET | NEWTON | MA | 02466 | NONE | EXEMPT | GENERAL | $5,000 |
| MECHON HADAR | |||||||
| 190 AMSTERDAM AVENUE | NEW YORK | NY | 10023 | NONE | EXEMPT | GENERAL | $10,000 |
| MOMENT MAGAZINE | |||||||
| 4155 WISCONSIN AVENUE NW SUITE 102 | WASHINGTON | DC | 20016 | NONE | EXEMPT | GENERAL | $7,500 |
| MYJEWISHLEARNINGCOM | |||||||
| 377 5TH AVENUE 2ND FLOOR | NEW YORK | NY | 10016 | NONE | EXEMPT | GENERAL | $5,000 |
| NJ COALITION TO END HOMELESSNESS | |||||||
| 65 LIVINGSTON AVENUE 412 W | ROSELAND | NJ | 07068 | NONE | EXEMPT | GENERAL | $1,800 |
| NYC COALITION AGAINST HUNGER | |||||||
| 50 BROAD STREET SUITE 1520 | NEW YORK | NY | 10004 | NONE | EXEMPT | GENERAL | $1,800 |
| PRESENTENSE INSTITUTE | |||||||
| 214 SULLIVAN STREET SUITE 2A | NEW YORK | NY | 10012 | NONE | EXEMPT | GENERAL | $15,000 |
| RAVSAK | |||||||
| 120 WEST 97TH STREET | NEW YORK | NY | 10025 | NONE | EXEMPT | GENERAL | $5,000 |
| REVERE ROAD SYNAGOGUE | |||||||
| 646 NORTH REVERE ROAD | AKRON | OH | 44333 | NONE | EXEMPT | GENERAL | $200,000 |
| SAVE A CHILD'S HEART FOUNDATION | |||||||
| 10050 CHAPEL ROAD SUITE 18 | POTOMAC | MD | 20854 | NONE | EXEMPT | GENERAL | $5,000 |
| SH'MA INSTITUTE | |||||||
| ONE GOJO PLAZA SUITE 350 | AKRON | OH | 44311 | NONE | EXEMPT | GENERAL | $250,000 |
| SHAW JCC OF AKRON | |||||||
| 750 WHITE POND DRIVE | AKRON | OH | 44320 | NONE | EXEMPT | GENERAL | $10,000 |
| SLINGSHOT FUND | |||||||
| 110 EAST 59TH STREET 26TH FLOOR | NEW YORK | NY | 10022 | NONE | EXEMPT | GENERAL | $75,000 |
| UPSTART | |||||||
| 332 PINE STREET SUITE 600 | SAN FRANCISCO | CA | 94104 | NONE | EXEMPT | GENERAL | $10,000 |
| CHIEF DULL KNIFE COLLEGE | |||||||
| PO BOX 98 | LAME DEER | MT | 59043 | NONE | EXEMPT | GENERAL | $360 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,299,451 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | |||||||
| 23215 COMMERCE PARK ROAD 306 | BEACHWOOD | OH | 44122 | NONE | EXEMPT | GENERAL | $14,400 |
| AMERICAN JEWISH WORLD SERVICE | |||||||
| 45 WEST 26TH STREETH | NEW YORK | NY | 10018 | NONE | EXEMPT | GENERAL | $200,000 |
| BETH EL CONGREGATION | |||||||
| 464 SOUTH HAWKINS AVENUE | AKRON | OH | 44320 | NONE | EXEMPT | GENERAL | $212,500 |
| CHAUTAUQUA FOUNDATION | |||||||
| 1 AMES AVENUE PO BOX 28 | CHAUTAUQUA | NY | 14722 | NONE | EXEMPT | GENERAL | $223,650 |
| EVERETT CENTER | |||||||
| 36 MASSEY AVENUE PO BOX 315 | CHAUTAUQUA | NY | 14722 | NONE | EXEMPT | GENERAL | $18,600 |
| FOUNDATION FOR JEWISH CAMP | |||||||
| 253 WEST 35TH STREET 4TH FLOOR | NEW YORK | NY | 10001 | NONE | EXEMPT | GENERAL | $100,000 |
| HAZON | |||||||
| 45 WEST 36TH STREET 8TH FLOOR | NEW YORK | NY | 10018 | NONE | EXEMPT | GENERAL | $131,250 |
| HILLEL AT KENT STATE UNIVERSITY | |||||||
| 613 E SUMMIT STREET | KENT | OH | 44240 | NONE | EXEMPT | GENERAL | $15,000 |
| INTERFAITHFAMILY | |||||||
| 90 OAK STREET PO BOX 428 | NEWTON | MA | 02464 | NONE | EXEMPT | GENERAL | $144,000 |
| JCBA | |||||||
| 750 WHITE POND DRIVE | AKRON | OH | 44320 | NONE | EXEMPT | GENERAL | $20,700 |
| JEWISH FUNDERS NETWORK | |||||||
| 150 WEST 30TH STREET SUITE 900 | NEW YORK | NY | 10001 | NONE | EXEMPT | GENERAL | $18,000 |
| LIVNOT U'LEHIBANOT | |||||||
| PO BOX 811715 | BOCA RATON | FL | 33481 | NONE | EXEMPT | GENERAL | $5,000 |
| MOMENT MAGAZINE | |||||||
| 4155 WISCONSIN AVENUE NW SUITE 102 | WASHINGTON | DC | 20016 | NONE | EXEMPT | GENERAL | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,108,100 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $334,136 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $654,518 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $421,367 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,744,325 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,154,346 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,154,346 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | PETER J SULLIVAN IRREVOCABLE TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 CASCADE PLAZA | AddressLine1 |
| City | AKRON | City |
| State | OH | State |
| ZIP Code | 44308 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $44,698 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,500 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DISTRIBUTION TO DONOR ADVISED FUND EXPLANATION | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PART VII-A, LINE 12 | FormAndLineReferenceDesc |
| Medium Explanation | THE ORGANIZATION TREATED DISTRIBUTIONS TO A DONOR ADVISED FUND AS QUALIFYING DISTRIBUTIONS. 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 | $30,411,287 | $38,717,619 |
| FIRST CAPITAL HOUSING PARTNERS | AT COST | $111,969 | $114,647 |
| COMMON FUND | AT COST | $1,679,015 | $789,264 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,673 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,673 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $2,500 | $0 | $2,500 |
| INSURANCE | $1,152 | $0 | $1,152 |
| FOREIGN TAXES PAID | $12,613 | $12,613 | $0 |
| FILING FEES | $850 | $0 | $850 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT INCOME FROM PARTNERSHIPS | Desc |
| Revenue And Expenses Per Books | $421,367 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $421,367 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $421,367 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ASSET ADVISOR FEE | $100,835 | $100,835 | $0 |
| CONSULTING FEES | $13,597 | $0 | $13,597 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $38,620 | $0 | $0 |
| STATE TAXES | $200 | $0 | $200 |