Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
FANNIE E RIPPEL FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)14 MAPLE AVENUE NO 200
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MORRISTOWN, NJ079605451
A Employer identification number

22-1559427
B Telephone number (see instructions)

(973) 540-0101
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$95,583,530
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 306,802
2 Check bullet.............
3 Interest on savings and temporary cash investments 87,955 87,955 87,955
4 Dividends and interest from securities... 287,897 716,771 716,771
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 5,063,649
b Gross sales price for all assets on line 6a 28,197,447
7 Capital gain net income (from Part IV, line 2)... 4,481,691
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 344,978 327,625 391,910
12 Total. Add lines 1 through 11........ 6,091,281 5,614,042 1,196,636
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 598,794 7,604 7,604 591,190
14 Other employee salaries and wages...... 2,115,963 0 0 2,111,639
15 Pension plans, employee benefits....... 637,363 2,281 2,281 573,447
16a Legal fees (attach schedule)......... 15,166 0 0 15,166
b Accounting fees (attach schedule)....... 40,879 0 0 37,379
c Other professional fees (attach schedule).... 2,372,112 539,255 606,360 1,824,144
17 Interest...............   30,649 30,649  
18 Taxes (attach schedule) (see instructions)... 32,836 26,223 26,223 40,000
19 Depreciation (attach schedule) and depletion... 15,359 0 0
20 Occupancy.............. 265,872 0 0 266,585
21 Travel, conferences, and meetings....... 113,848 1,139 1,139 134,530
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 394,408 312,032 312,484 395,159
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 6,602,600 919,183 986,740 5,989,239
25 Contributions, gifts, grants paid....... 357,700 357,700
26 Total expenses and disbursements. Add lines 24 and 25 6,960,300 919,183 986,740 6,346,939
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -869,019
b Net investment income (if negative, enter -0-) 4,694,859
c Adjusted net income (if negative, enter -0-)... 209,896
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 840,658 564,755 564,755
2 Savings and temporary cash investments......... 1,458,935 5,469,483 5,469,483
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet   4,500    
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable................. 3,459,741 2,120,889 2,120,889
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 121,879 109,005 109,005
10a Investments—U.S. and state government obligations (attach schedule) 2,904,394 Click to see attachment3,018,576 3,018,576
b Investments—corporate stock (attach schedule)....... 12,063,508 Click to see attachment21,172,943 21,172,943
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 57,326,550 Click to see attachment62,690,899 62,690,899
14 Land, buildings, and equipment: basis bullet889,630
Less: accumulated depreciation (attach schedule) bullet841,628 43,791 Click to see attachment48,002 48,002
15 Other assets (describe bullet) Click to see attachment10,779,017 Click to see attachment388,978 Click to see attachment388,978
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 89,002,973 95,583,530 95,583,530
Liabilities 17 Accounts payable and accrued expenses.......... 447,763 341,591
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment429,161 Click to see attachment613,206
23 Total liabilities (add lines 17 through 22)......... 876,924 954,797
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 83,525,621 92,067,477
25 Net assets with donor restrictions............ 4,600,428 2,561,256
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 88,126,049 94,628,733
30 Total liabilities and net assets/fund balances (see instructions). 89,002,973 95,583,530
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
88,126,049
2
Enter amount from Part I, line 27a .....................
2
-869,019
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
7,475,614
4
Add lines 1, 2, and 3 ..........................
4
94,732,644
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
103,911
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
94,628,733
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES P    
b BIRCH GROVE CREDIT STRATEGIES FUND, LTD. P    
c COLCHIS P2P INCOME FUND P    
d EDGBASTON ASIAN EQUITY TRUST P    
e GOTHAM HEDGED VALUE STRATEGIES, SPC LTD. P    
GQG PARTNERS INTERNATIONAL EQUITY FUND P    
HITCHWOOD CAPITAL FUND LTD. P    
LANSDOWNE EUROPEAN LONG ONLY FEEDER P    
MARSHALL WACE FUND P    
ORCHARD LIQUID CREDIT FUND P    
YORK EUROPEAN DISTRESSED CREDIT FUND, LP P    
EDGBASTON ASIAN EQUITY TRUST P    
GQG PARTNERS INTERNATIONAL EQUITY FUND P    
GAP VI PARALLEL PARTNERS, LP P    
MGG SF EVERGREEN UNLEVERED FUND P    
MGG SF EVERGREEN UNLEVERED FUND P    
NEW GENERATION TURNAROUND FUND P    
NEW GENERATION TURNAROUND FUND P    
RENAISSANCE EQUITIES FUND P    
RENAISSANCE EQUITIES FUND P    
DALTON INVESTMENTS TRUST-SERIES B P    
DALTON INVESTMENTS TRUST-SERIES B P    
ECHO STREET GOODCO SELECT II, LP P    
ECHO STREET GOODCO SELECT II, LP P    
NOVALPINA CAPITAL PARTNERS I SCSP P    
THE OVERLOOK PARTNERS FUND, LP P    
THE OVERLOOK PARTNERS FUND, LP P    
WARBURG PINCUS PRIVATE EQUITY (E&P) XII (B), LP P    
WARBURG PINCUS PRIVATE EQUITY XII L.P. P    
FUNDSMITH EQUITY FUND, LP P    
AIR U.S. LIFE FUND IV, LP P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 28,197,447   24,728,866 3,468,581
b       125,689
c       266,030
d       -1,039,049
e       200,523
      254,226
      82,817
      431,936
      125,907
      94,516
      9,492
      -112,862
      56,599
      -17,567
      51,173
      72,775
      5,408
      -23,140
      -391,983
      155,883
      569
      28,081
      102,728
      128,203
      2,087
      14,310
      169,633
      16
      145,720
      -460
      73,850
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       3,468,581
b       125,689
c       266,030
d       -1,039,049
e       200,523
      254,226
      82,817
      431,936
      125,907
      94,516
      9,492
      -112,862
      56,599
      -17,567
      51,173
      72,775
      5,408
      -23,140
      -391,983
      155,883
      569
      28,081
      102,728
      128,203
      2,087
      14,310
      169,633
      16
      145,720
      -460
      73,850
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 4,481,691
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3 -271,971
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved
(b)
Reserved
(c)
Reserved
(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 65,259
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 65,259
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 65,259
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 59,711
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 10,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 69,711
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 4,452
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet4,452 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNJ, MA, MO, CO
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
    Yes
     
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.RIPPELFOUNDATION.ORG
    14
    The books are in care ofbulletTHE FOUNDATION Telephone no.bullet (973) 540-0101

    Located atbullet14 MAPLE AVENUE SUITE 200MORRISTOWNNJ ZIP+4bullet079605451
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    EDWARD AHART TRUSTEE/CHAIRMAN OF BOARD
    6.00
    6,000 0 0
    14 MAPLE AVENUE SUITE 200
    MORRISTOWN,NJ07960
    DAVID SURRENDA SECRETARY
    1.50
    6,000 0 0
    14 MAPLE AVENUE SUITE 200
    MORRISTOWN,NJ07960
    ELLIOTT FISHER TRUSTEE
    1.50
    6,000 0 0
    14 MAPLE AVENUE SUITE 200
    MORRISTOWN,NJ07960
    JAMES SONNEBORN TRUSTEE
    1.50
    6,000 0 0
    14 MAPLE AVENUE SUITE 200
    MORRISTOWN,NJ07960
    MICHAEL HARRIS TRUSTEE
    1.50
    6,000 0 0
    14 MAPLE AVENUE SUITE 200
    MORRISTOWN,NJ07960
    LAURA K LANDY PRESIDENT/CEO/TRUSTEE
    40.00
    380,215 99,365 0
    14 MAPLE AVENUE SUITE 200
    MORRISTOWN,NJ07960
    AUDREY WELLS TREASURER
    40.00
    188,579 36,261 0
    14 MAPLE AVENUE SUITE 200
    MORRISTOWN,NJ07960
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    ROBERT MILSTEIN DIRECTOR, SYSTEMS ST
    40.00
    223,467 41,169 0
    678 MASSACHUSETS AVE SUITE 400
    CAMBRIDGE,MA02139
    PEDJA STOJICIC PROJECT DIRECTOR
    40.00
    166,138 10,931 0
    678 MASSACHUSETS AVE SUITE 400
    CAMBRIDGE,MA02139
    ELLA AUCHINCLOSS PROJECT DIRECTOR
    40.00
    152,324 10,022 0
    678 MASSACHUSETS AVE SUITE 400
    CAMBRIDGE,MA02139
    LINDSEY ALEXANDER PROJECT DIRECTOR
    40.00
    141,599 16,770 0
    678 MASSACHUSETS AVE SUITE 400
    CAMBRIDGE,MA02139
    BRADLEY GIRARD ACTING DIRECTOR, COM
    40.00
    125,012 16,668 0
    678 MASSACHUSETS AVE SUITE 400
    CAMBRIDGE,MA02139
    Total number of other employees paid over $50,000...................bullet 14
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NEW PROVIDENCE ASSET MANAGEMENT INVESTMENT ADVISOR 404,593
    570 LEXINGTON AVENUE 5TH FLOOR
    NEW YORK,NY10022
    MARNITA'S TABLE PROJECT CONSULTANT 395,000
    1330 LAGOON AVENUE SOUTH 4TH FLOOR
    MINNEAPOLIS,MN55408
    ROLE SERVICES LLC IT CONSULTANT 171,000
    400 EAST 56TH STREET 12F
    NEW YORK,NY10022
    RAND CORPORATION EVALUATION CONSULTANT 140,713
    PO BOX 2138
    SANTA MONICA,CA904072138
    CENTER FOR APPLIED RESEARCH INC STRATEGY CONSULTANT 107,522
    1700 MARKET STREET SUITE 2140
    PHILADELPHIA,PA19103
    Total number of others receiving over $50,000 for professional services.............bullet7
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 RIPPEL'S TWO KEY INITIATIVES, RETHINK HEALTH AND FORESIGHT: DESIGNING A FUTURE FOR HEALTH ADVANCE RIPPEL'S IMPACT STRATEGY OF WORKING WITH NATIONAL AND REGIONAL LEADERS TO DESIGN AND EXECUTE THE STRATEGIES THEY NEED TO GUIDE TRANSFORMATIVE CHANGE AND PRODUCE BETTER HEALTH AND WELL-BEING FOR ALL. RIPPEL'S GOAL IS TO CREATE A COHESIVE SYSTEM OF HEALTH THAT FOCUSES ON HEALTH AND WELL-BEING, NOT JUST HEALTH CARE; ONE THAT IS THRIVING, EQUITABLE, AND SUSTAINABLE. RIPPEL'S TEAM OF 30 STAFF AND CONTRACTORS WORKS WITH VISIONARY STEWARDS ENGAGING IN TARGETED RESEARCH AND DEVELOPMENT EFFORTS; PLACE-BASED MULTI-SECTOR PROJECTS; AND A ROBUST INFLUENCE STRATEGY TO SHARE LESSONS AND INSIGHTS TO SEED INNOVATION, SHIFT MINDSETS, AND SUPPORT EXEMPLARS OF CHANGE. 5,442,211
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    80,579,810
    b
    Average of monthly cash balances.......................
    1b
    1,147,610
    c
    Fair market value of all other assets (see instructions)................
    1c
    15,000
    d
    Total (add lines 1a, b, and c).........................
    1d
    81,742,420
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    81,742,420
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,226,136
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    80,516,284
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    4,025,814
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
     
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
     
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
     
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
     
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    6,346,939
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    19,570
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    6,366,509
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    6,366,509
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2019
    (c)
    2019
    (d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7  
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$  
    a Applied to 2019, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions)........
     
    d Applied to 2020 distributable amount.....  
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2020.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
     
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
     
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
     
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
     
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...
     
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
     
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
    2020-01-10
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
    209,896 547,306 541,969 66,869 1,366,040
    b 85% of line 2a ......... 178,412 465,210 460,674 56,839 1,161,134
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
    6,366,509 6,126,662 5,197,063 3,493,561 21,183,795
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
    357,700 61,550 97,550 96,830 613,630
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
    6,008,809 6,065,112 5,099,513 3,396,731 20,570,165
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......         0
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
            0
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
    2,683,876 2,721,785 2,714,643 1,785,498 9,905,802
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
            0
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
            0
    (3) Largest amount of support
    from an exempt organization
            0
    (4) Gross investment income         0
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    MS LAURA LANDY PRESIDENTCEO
    14 MAPLE AVENUE SUITE 200
    MORRISTOWN,NJ07960
    (973) 540-0101
    bThe form in which applications should be submitted and information and materials they should include:
    SEE STATEMENT 18
    cAny submission deadlines:
    SEE STATEMENT 18
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    SEE STATEMENT 18
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    COUNCIL OF NEW JERSEY GRANTMAKERS
    111 WEST STATE STREET
    TRENTON,NJ08608
    N/A PC TO SUPPORT THE ORGANIZATION RECOGNIZED AS THE VOICE FOR PHILANTHROPY IN NEW JERSEY 200
    ADVENTURES IN LEARNING
    PO BOX 1054
    MANHASSET,NY11030
    N/A PC TO SUPPORT UNDER SERVED COMMUNITIES THROUGH AFTER SCHOOL TUTORING AND VARIOUS COMMUNITY OUTREACH PROGRAMS 500
    SPECTRUM DESIGNS FOUNDATION
    382 MAIN STREET
    PORT WASHINGTON,NY11050
    N/A PC TO SUPPORT A NON PROFIT THAT PROVIDES EMPLOYMENT TO PEOPLE WITH AUTISM AND RELATED DISABILITIES 1,000
    GRANTMAKERS IN HEALTH
    100 CONNECTICUT AVE NW SUITE 1200
    WASHINGTON,DC20036
    N/A PC TO SUPPORT FOUNDATIONS STAYING CONNECTED THROUGH GIH'S FUNDING PARTNER CONSTITUENCY TO COORDINATE EFFORTS TO IMPROVE HEALTH 6,000
    COMMUNITY SOUP KITCHEN NOURISH NJ
    217 SOUTH STREET
    MORRISTOWN,NJ07960
    N/A PC TO SUPPORT THE ORGANIZATION IN PROVIDING HEALTHIER MEALS FOR THEIR IN-NEED CLIENTELE INCLUDING WOMEN AND THE ELDERLY AND PROVIDE HEALTHY DIET EDUCATION FOR BOTH CLIENTS AND STAFF. DUE TO THE IMPACT OF COVID-19 FOOD INSECURITY IN THE LOCAL POPULATION HAS INCREASED SIGNIFICANTLY. THE GRANT IS DIRECTED TO NOURISH NJ'S FREE FARMER'S MARKET PROGRAM. 25,000
    JBWS
    PO BOX 1437
    MORRISTOWN,NJ07962
    N/A PC TO SUPPORT THE ORGANIZATION IN PROVIDING SAFETY, SUPPORT, AND SOLUTIONS FOR ALL SURVIVORS OF ABUSE. THE SERVICES INCLUDE A 24-HOUR HELPLINE, SAFE HOUSE, AND COUNSELING FOR ADULTS AND CHILDREN IMPACTED BY ABUSE. COVID-19 HAS RESULTED IN INCREASED VIOLENCE DUE TO LOCKDOWN AND STRESS. THIS GRANT WOULD PROVIDE JBWS GENERAL SUPPORT OF THIS MISSION AS IT FACES GREATER DEMAND FOR SERVICES. 25,000
    INTERFAITH FOOD PANTRY
    2 EXECUTIVE DRIVE
    MORRIS PLAINS,NJ07950
    N/A PC TO SUPPORT THE ORGANIZATION IN FIGHTING HUNGER IN THE LOCAL COMMUNITY THROUGH THE CLIENT PANTRY, FREE FARMERS MARKET, HEALTHY CHOICES MOBILE PANTRY AND HEALTHY CHOICES. COVID-19 HAS CREATED FOOD INSECURITY IN THE LOCAL POPULATION, THE GRANT IS DIRECTED TO THE CLIENT CHOICE PANTRY PROGRAM. 25,000
    ZUFALL HEALTH
    18 WEST BLACKWELL STREET
    DOVER,NJ07801
    N/A PC TO SUPPORT THE ORGANIZATION IN PROVIDING ACCESS TO QUALITY, AFFORDABLE AND CULTURALLY COMPETENT HEALTHCARE TO PEOPLE AND COMMUNITIES WHO EXPERIENCE BARRIERS TO CARE. COVID-19 CREATED EMERGENCY NEED FOR SPECIALIZED EQUIPMENT AND SUPPLIES TO BE USED IN COVID TREATMENT, THIS GRANT IS DIRECTED TO GENERAL OPERATING SUPPORT OF COVID TREATMENT. 25,000
    PROVIDENCE CENTER
    2557 N 5TH STREET
    PHILADELPHIA,PA19133
    N/A PC TO SUPPORT THE ORGANIZATION IN ITS COMMITMENT TO NORTH PHILADELPHIA BY OFFERING EDUCATION PROGRAMS FOR CHILDREN, YOUTH AND ADULTS TO EMPOWER PEOPLE TO TRANSFORM THEIR LIVES AND COMMUNITY. COVID-19 HAS CREATED AN EXCESS IN DEMAND FOR SERVICES. THE GRANT WILL BE USED IN AREAS WHERE NEEDED TO SUPPORT THE EXTRA DEMAND. 25,000
    T LEROY JEFFERSON MEDICAL SOCIETY
    4595 NORTHLAKE BLVD SUITE 109
    PALM BEACH GARDENS,FL33418
    N/A PC TO SUPPORT THE ORGANIZATION IN ITS MISSION TO IMPROVE THE HEALTH AND WELLNESS OF THE UNDERSERVED IN PALM BEACH COUNTY BY PROVIDING ACCESS TO CARE AND CAREER OPPORTUNITIES. THE GRANT IS RESTRICTED TO AREAS WHERE THE ORGANIZATION IS EXPERIENCING EXCESS DEMAND DUE TO THE COVID-19 CRISIS. 25,000
    FREEDOM FIRST ENTERPRISES
    5240 VALLEYPARK DRIVE
    ROANOKE,VA24019
    N/A PC TO SUPPORT THE ORGANIZATION IN IT'S MISSION TO ASSIST LOW INCOME CONSUMERS WITH SAFE ALTERNATIVES TO FINANCIAL SERVICES WHEN THEY LACK THE MEANS TO ACCESS SUCH SERVICES. THE GRANT IS DIRECTED TOWARD FUNDING THE PHYSICAL AND MENTAL HEALTH AND WELLNESS PORTIONS OF THE LOCAL IMPACT FOR TOMORROW (LIFT) PROGRAM, WHICH HAS EXPERIENCED EXCESS DEMAND DUE TO COVID-19. 25,000
    SAY DETROIT HEALTH CLINIC
    29836 TELEGRAPH ROAD
    SOUTHFIELD,MI48034
    N/A PC TO SUPPORT THE ORGANIZATION IN IMPROVING THE LIVES OF DETROIT'S NEEDIEST CITIZENS THOUGH SHELTER, FOOD, MEDICAL CARE AND EDUCATION. COVID-19 HAS CREATED EXCESS DEMAND FOR THE SERVICES THE ORGANIZATION PROVIDES. THIS GRANT IS INTENDED TO FUND THE EXTRA DEMAND DUE TO COVID-19. 25,000
    NAMI WASHTENAW COUNTY
    1100 N MAIN STREET
    ANN ARBOR,MI48104
    N/A PC TO SUPPORT THE ORGANIZATION IN ITS EFFORTS TO ADVOCATE FOR AMERICANS AFFECTED BY A MENTAL HEALTH CONDITION. COVID-19 HAS CAUSED A DECLINE IN MENTAL HEALTH. THIS GRANT WILL BE USED TO FUND THE EXTRA DEMAND FACED BY THE ORGANIZATION DURING THE COVID-19 CRISIS. 25,000
    FOUNDATION FOR MORRISTOWN MEDICAL CENTER
    475 SOUTH STREET
    MORRISTOWN,NJ07960
    N/A PC THE COVID-19 CRISIS HAS CREATED AN EMERGENCY NEED FOR SPECIALIZED EQUIPMENT AND SUPPLIES TO BE USED IN COVID TREATMENT. THIS GRANT IS DIRECTED TO THE COVID-19 SUPPORT FUND. 25,000
    NATIONA ACADEMY OF SCIENCES
    500 5TH STREET NW
    WASHINGTON,DC20001
    N/A PC TO SPONSOR THE ROUNDTABLE ON POPULATION HEALTH IMPROVEMENT, WHICH IS ONE OF THE MOST EFFECTIVE ELEMENTS IN INFLUENCING AGENDA NATIONWIDE. 50,000
    FOUNDATION FOR MORRISTOWN MEDICAL CENTER
    475 SOUTH STREET
    MORRISTOWN,NJ07960
    N/A PC TO SUPPORT THE FOUNDATION TO PRESERVE AND EXPAND PROGRAMS AND SERVICES IN PATIENT CARE, CLINICAL RESEARCH, MEDICAL AND PUBLIC HEALTH EDUCATION AND PREVENTATIVE MEDICINE AT MORRISTOWN MEDICAL CENTER AND GORVEB CHILDREN'S HOSPITAL. THIS GRANT IS DIRECTED TO COVID-19 RESPONSE. 50,000
    Total .................................bullet 3a 357,700
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    aCONTRACT INCOME         67,105
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
        14 87,955  
    4 Dividends and interest from securities....     14 287,897  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     01 277,873  
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 5,063,649  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER INVESTMENT INCOME THROUGH PARTNERSHIPS
    525990 -2,820 01 2,820  
    bGAIN (LOSS) FROM SALE OF ASSETS THROUGH PARTNERSHIPS 525990 -26,505 18 26,505  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. -29,325 5,746,699 67,105
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    5,784,479
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    1A THE CONTRACT INCOME IN PART XVI-A IS DERIVED FROM A VARIETY OF ENGAGEMENTS WHERE RIPPEL PROVIDES SERVICES TO OTHER FOUNDATIONS AND FOUNDATION-FUNDED INITIATIVES, OR TO AS REGIONAL HEALTHCARE COLLABORATIVES. THESE SERVICES INCLUDE RESEARCH, ANALYSIS, ADVISING, COACHING, MENTORING, MEETING FACILITATION, EDUCATIONAL WORKSHOPS, SCENARIO MODELING, AND TRAINING. EACH ENGAGEMENT IS DESIGNED TO SUPPORT THESE GROUPS IN PURSUING SYSTEMWIDE, TRANSFORMATIVE CHANGES IN HEALTH AND WELL-BEING. TOOLS AND METHODS DEVELOPED BY THE FOUNDATION ARE USED IN THE DELIVERY OF THIS SUPPORT; FEEDBACK AND NEW INSIGHTS GLEANED FROM EACH ENGAGEMENT IS IN TURN USED TO IMPROVE OUR TOOLS AND METHODS.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    FANNIE E RIPPEL FOUNDATION
     
    Employer identification number

    22-1559427
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    FANNIE E RIPPEL FOUNDATION
     
    Employer identification number
    22-1559427
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    ROBERT WOOD JOHNSON FOUNDATION
     
    PO BOX 2316
     
    PRINCETON, NJ08543

    $ 46,802


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    2
    EPISCOPAL HEALTH FOUNDATION
     
    500 FANNIN ST
     
    HOUSTON, TX77002

    $ 100,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    3
    ENDOWMENT FOR HEALTH
     
    ONE PILLSBURY STREET SUITE 301
     
    CONCORD, NH03301

    $ 50,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    4
    SEATTLE FOUNDATION
     
    1601 FIFTH AVENUE SUITE 1900
     
    SEATTLE, WA981013615

    $ 50,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    5
    MAT-SU HEALTH FOUNDATION
     
    777 N CRUSEY STREET SUITE A201
     
    WASILLA, AR99654

    $ 50,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    FANNIE E RIPPEL FOUNDATION
     
    Employer identification number

    22-1559427
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    FANNIE E RIPPEL FOUNDATION
     
    Employer identification number

    22-1559427
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    FANNIE E RIPPEL FOUNDATION
    EIN:
    22-1559427
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    AUDIT AND TAX PREPARATION-PKF O'CONNOR DAVIES 40,879 0 0 37,379

    TY 2020 GeneralExplanationAttachment
    Name:
    FANNIE E RIPPEL FOUNDATION
    EIN:
    22-1559427
    Identifier Return Reference Explanation
      990PF, PAGE 10, PART XV, LINES 2A THROUGH 2D GRANT APPLICATION SUBMISSION INFORMATIONFUNDING PRIORITIES: WE ENVISION A SYSTEM OF HEALTH THAT FOCUSES ON HEALTH AND WELL-BEING, NOT JUST HEALTH CARE; ONE THAT IS THRIVING, EQUITABLE, AND SUSTAINABLE. THE FANNIE E. RIPPEL FOUNDATION, ESTABLISHED IN 1953 TO INVEST IN INITIATIVES ADDRESSING CANCER, HEART DISEASE, THE HEALTH OF WOMEN AND THE ELDERLY, AND THE MAINTENANCE OF OUR NATION'S HOSPITALS, LOOKS AT THESE ISSUES AS THEY EXIST WITHIN A POORLY DESIGNED AND MISMANAGED SYSTEM, ONE WHICH NEEDS TO CHANGE IN ORDER TO PROGRESS TOWARDS OUR VISION. WE STRATEGICALLY INVEST OUR LIMITED RESOURCES TO WORK WITH NATIONAL AND REGIONAL STEWARDS TO DESIGN AND EXECUTE THE STRATEGIES THEY NEED TO GUIDE TRANSFORMATIVE CHANGE AND PRODUCE BETTER HEALTH AND WELL-BEING FOR ALL. FUNDING APPROACH: THE FOUNDATION TAKES SEVERAL APPROACHES TO ITS FUNDING. WITHIN THE GRANT-MAKING PROCESS, WE INVITE PROPOSALS FROM INNOVATORS WE HAVE IDENTIFIED WHO HAVE SHOWN SUCCESS IN MAKING PROGRESS TOWARD SYSTEMIC CHANGES IN THE AREAS NOTED ABOVE. AT OTHER TIMES, WE BELIEVE PROGRESS CAN BE BETTER ACCOMPLISHED THROUGH DIRECT CHARITABLE ACTIVITIES (DCA'S), WHICH ARE INITIATIVES THAT OUR FOUNDATION WILL HELP LEAD OR STAFF. WE BELIEVE THESE APPROACHES TO FUNDING PROVIDE THE FOUNDATION WITH THE FLEXIBILITY IT NEEDS TO BEST STRATEGICALLY INVEST OUR LIMITED RESOURCES.MS. LAURA LANDY, PRESIDENT & CEO, FANNIE E. RIPPEL FOUNDATION14 MAPLE AVENUE, SUITE 200MORRISTOWN, NJ 07960WWW.RIPPELFOUNDATION.ORG

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    FANNIE E RIPPEL FOUNDATION
    EIN:
    22-1559427
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOTT LABORATORIES - 3622 SHARES 396,573 396,573
    ACCENTURE PLC - 1299 SHARES 339,312 339,312
    ADOBE INC - 1043 SHARES 521,626 521,626
    ALIGN TECHNOLOGY INC - 428 SHARES 228,715 228,715
    ALPHABET INC-CL A - 203 SHARES 355,786 355,786
    ALPHABET INC-CL A - 92 SHARES 161,243 161,243
    ALPHABET INC-CL C - 171 SHARES 299,571 299,571
    ALPHABET INC-CL C - 293 SHARES 513,301 513,301
    AMAZON.COM INC - 114 SHARES 371,290 371,290
    ANTHEM INC - 982 SHARES 315,310 315,310
    APTIV PLC - 2635 SHARES 343,314 343,314
    AUTODESK INC - 1126 SHARES 343,813 343,813
    BALL CORP - 1860 SHARES 173,315 173,315
    CARLYLE G R O U P INC/THE - 9473 SHARES 297,831 297,831
    CATALENT INC - 3472 SHARES 361,331 361,331
    CLARIVATE PLC - 8885 SHARES 263,973 263,973
    COMPASS GROUP PLC - 10387 SHARES 193,526 193,526
    COSTAR GROUP INC - 307 SHARES 283,754 283,754
    CVS HEALTH CORP - 1817 SHARES 124,101 124,101
    DANAHER CORP - 1658 SHARES 368,308 368,308
    DOLLAR GENERAL CORP - 1065 SHARES 223,969 223,969
    FACEBOOK INC - 1060 SHARES 289,550 289,550
    FACEBOOK INC - 1279 SHARES 349,372 349,372
    FACEBOOK INC - 2217 SHARES 605,596 605,596
    FIDELITY GOVT MMKT-14517 SHARES 21,001 21,001
    GARTNER INC - 1133 SHARES 181,495 181,495
    GENERAL ELECTRIC CO - 30962 SHARES 334,390 334,390
    HALOZYME THERAPEUTICS INC - 6329 SHARES 270,312 270,312
    HEICO CORP - 1753 SHARES 205,206 205,206
    HILTON WORLDWIDE HOLDINGS INC - 2573 SHARES 286,272 286,272
    ILLUMINA INC - 447 SHARES 165,390 165,390
    INTUIT INC - 533 SHARES 202,460 202,460
    INTUITIVE SURGICAL INC - 192 SHARES 157,075 157,075
    IQVIA HOLDINGS INC - 2483 SHARES 444,879 444,879
    JONES LANG LASALLE INC - 2545 SHARES 377,602 377,602
    KKR & CO INC - 10645 SHARES 431,016 431,016
    MASTERCARD INC - 1008 SHARES 359,794 359,794
    MASTERCARD INC - 1399 SHARES 499,359 499,359
    MICROSOFT CORP - 1180 SHARES 262,456 262,456
    MICROSOFT CORP - 1450 SHARES 322,509 322,509
    MICROSOFT CORP - 2653 SHARES 590,080 590,080
    MSCI INC - 335 SHARES 149,588 149,588
    NEW YORK TIMES CO/THE - 2988 SHARES 154,689 154,689
    NIKE INC - 1236 SHARES 174,857 174,857
    PALO ALTO NETWORKS INC - 1069 SHARES 379,912 379,912
    PAYPAL HOLDINGS INC - 1366 SHARES 319,917 319,917
    PAYPAL HOLDINGS INC - 642 SHARES 150,356 150,356
    QORVO INC - 2107 SHARES 350,331 350,331
    REGENERON PHARMACEUTICALS INC - 366 SHARES 176,818 176,818
    SALESFORCE.COM INC - 1058 SHARES 235,437 235,437
    SALESFORCE.COM INC - 1305 SHARES 290,402 290,402
    SALESFORCE.COM INC - 1545 SHARES 343,809 343,809
    SERVICENOW INC - 609 SHARES 335,212 335,212
    SHERWIN-WILLIAMS CO/THE - 431 SHARES 316,746 316,746
    SKYWORKS SOLUTIONS INC - 1954 SHARES 298,727 298,727
    SOUTHWEST AIRLINES CO - 3762 SHARES 175,347 175,347
    SS&C TECHNOLOGIES HOLDINGS INC - 3405 SHARES 247,714 247,714
    STARBUCKS CORP - 2436 SHARES 260,603 260,603
    STARBUCKS CORP - 3397 SHARES 363,411 363,411
    TRANSDIGM GROUP INC - 798 SHARES 493,842 493,842
    TWITTER INC - 7824 SHARES 423,670 423,670
    UNITEDHEALTH G R O U P INC - 638 SHARES 223,734 223,734
    VANGUARD STAR INVESTOR CLASS-9897 SHARES 341,956 341,956
    VISA INC - 1290 SHARES 282,161 282,161
    VISA INC - 1547 SHARES 338,375 338,375
    VISA INC - 1670 SHARES 365,279 365,279
    WAYFAIR INC - 1151 SHARES 259,907 259,907
    WELLS FARGO & CO - 10956 SHARES 330,652 330,652
    WHITBREAD PLC - 5162 SHARES 218,742 218,742
    ZOETIS INC - 2024 SHARES 334,973 334,973

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    FANNIE E RIPPEL FOUNDATION
    EIN:
    22-1559427
    US Government Securities - End of Year Book Value:

    3,018,576
    US Government Securities - End of Year Fair Market Value:

    3,018,576
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2020 InvestmentsOtherSchedule2
    Name:
    FANNIE E RIPPEL FOUNDATION
    EIN:
    22-1559427
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    AIR US LIFE FUND IV FMV 1,740,738 1,740,738
    ASM CONNAUGHT HOUSE FUND III, LP FMV 1,760,154 1,760,154
    BIRCH GROVE CREDIT STRATEGIES FUND LTD FMV 2,024,491 2,024,491
    BOND CAPITAL FUND, LP FMV 969,125 969,125
    COLCHIS INCOME FUND, LTD FMV 2,011,547 2,011,547
    CORNWALL OFFSHORE LTD FMV 103,934 103,934
    DALTON INVESTMENT SERIES B ASIA FMV 3,119,032 3,119,032
    ECHO STREET GOODCO SELECT II, LP FMV 7,767,127 7,767,127
    FUNDSMITH EQUITY FUND, LP FMV 4,751,400 4,751,400
    GAP VI PARALLEL PARTNERS, LP FMV 14,237 14,237
    GLOUSTON PRIVATE EQUITY OPPORTUNITIES III, LP FMV 195,267 195,267
    GQG PARTNERS INTERNATIONAL EQUITY FUND FMV 3,619,897 3,619,897
    INDIA ACORN FUND (CAYMAN) LTD FMV 4,687,553 4,687,553
    KABOUTER INTERNATIONAL OPPORTUNITIES FUND II, LTD FMV 1,909,800 1,909,800
    LIGHTHOUSE INDIA FUND III, LTD FMV 1,065,361 1,065,361
    MAINGATE MLP FUND CLASS- 488,392.0710 SHARES FMV 2,026,828 2,026,828
    MGG SF EVERGREEN UNLEVERED FUND LP FMV 3,144,338 3,144,338
    NEW GENERATION TURNAROUND FUND, LP FMV 870,627 870,627
    NOVALPINA CAPITAL PARTNERS I SCSP FMV 573,720 573,720
    OLEA SPECIAL OPPORTUNITIES FUND FMV 1,493,925 1,493,925
    ORCHARD LIQUID CREDIT FUND FMV 1,520,478 1,520,478
    RENAISSANCE EQUITIES FUND, LLC FMV 1,481,156 1,481,156
    THE OVERLOOK PARTNERS FUND, LP FMV 2,828,047 2,828,047
    THIRD POINT OFFSHORE FUND, LTD FMV 2,205,962 2,205,962
    THIRD POINT STRUCTURED CREDIT OPPTS OFFSHORE FUND FMV 1,628,527 1,628,527
    WARBURG PINCUS GLOBAL GROWTH, LP FMV 706,474 706,474
    WARBURG PINCUS PRIVATE EQUITY XII, LP FMV 2,540,858 2,540,858
    WOLD WARD FERRY ASIA SMALLER COMPANIES FUND FMV 1,200,000 1,200,000
    YORK CREDIT OPPORTUNITIES UNIT TRUST FMV 861,261 861,261
    YORK EUROPEAN DISTRESSED ASSET FUND III (CAYMAN), LP FMV 1,830,376 1,830,376
    YORK EUROPEAN DISTRESSED ASSET FUND IV (CAYMAN) LIMITED FMV 1,075,255 1,075,255
    YORK EUROPEAN DISTRESSED CREDIT FUND II (CAYMAN), LP FMV 505,013 505,013
    YORK EUROPEAN DISTRESSED CREDIT FUND, LP FMV 458,391 458,391

    TY 2020 LandEtcSchedule2
    Name:
    FANNIE E RIPPEL FOUNDATION
    EIN:
    22-1559427
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    LEASEHOLD IMPROVEMENTS 793,958 793,958 0  
    FURNITURE AND EQUIPMENT 95,672 47,670 48,002 48,002


    TY 2020 LegalFeesSchedule
    Name:
    FANNIE E RIPPEL FOUNDATION
    EIN:
    22-1559427
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 15,166 0 0 15,166


    TY 2020 OtherAssetsSchedule
    Name:
    FANNIE E RIPPEL FOUNDATION
    EIN:
    22-1559427
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    SECURITY DEPOSIT 28,200 15,000 15,000
    CASH PENDING INVESTMENT 4,500,000 0 0
    DUE FROM BROKER 6,250,817 373,978 373,978


    TY 2020 OtherDecreasesSchedule
    Name:
    FANNIE E RIPPEL FOUNDATION
    EIN:
    22-1559427
    Description Amount
    PROVISION FOR DEFERRED FEDERAL EXCISE TAX 103,911


    TY 2020 OtherExpensesSchedule
    Name:
    FANNIE E RIPPEL FOUNDATION
    EIN:
    22-1559427
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DUES AND MEMBERSHIPS 18,582 0 0 18,582
    INSURANCE 23,821 0 0 23,182
    TELEPHONE 19,846 0 0 20,737
    PROFESSIONAL DEVELOPMENT AND TRAINING 9,224 0 0 9,224
    OFFICE SERVICES AND EXPENSES 37,086 0 0 42,456
    TECHNOLOGY AND SUPPORT 285,849 0 0 280,978
    OTHER INVESTMENT EXPENSES THROUGH K-1S 0 312,032 312,484 0


    TY 2020 OtherIncomeSchedule2
    Name:
    FANNIE E RIPPEL FOUNDATION
    EIN:
    22-1559427
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER PARTNERSHIP INCOME 277,873 327,625 324,805
    CONTRACT INCOME 67,105   67,105


    TY 2020 OtherIncreasesSchedule
    Name:
    FANNIE E RIPPEL FOUNDATION
    EIN:
    22-1559427
    Description Amount
    UNREALIZED GAIN ON INVESTMENTS 7,475,614


    TY 2020 OtherLiabilitiesSchedule
    Name:
    FANNIE E RIPPEL FOUNDATION
    EIN:
    22-1559427
    Description Beginning of Year - Book Value End of Year - Book Value
    DEFERRED EXCISE TAX 134,226 238,137
    DEFERRED PENSION LIABILITY 285,098 362,957
    FEDERAL EXCISE TAX PAYABLE 9,837 12,112


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    FANNIE E RIPPEL FOUNDATION
    EIN:
    22-1559427
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROFESSIONAL FEES-CONSULTING 1,492,093 0 67,105 1,513,341
    INVESTMENT MANAGEMENT FEES 132,662 132,662 132,662 0
    CUSTODY FEES 404,593 404,593 404,593 0
    CONSULTING: COMMUNICATIONS AND MARKETING 213,826 0 0 183,865
    CONSULTING: BUSINESS DEVELOPMENT/STRATEGY 126,938 0 0 126,938
    INVESTMENT COMMITTEE CONSULTING 2,000 2,000 2,000 0


    TY 2020 TaxesSchedule
    Name:
    FANNIE E RIPPEL FOUNDATION
    EIN:
    22-1559427
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 0 26,223 26,223 0
    FEDERAL EXCISE TAX 32,836 0 0 40,000