ANNE & NATALIO FRIDMAN FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ANNE & NATALIO FRIDMAN FOUNDATION (EIN 52-2357309)
- Tax period
- 2022-06-01 to 2023-05-31
- Filed
- 2024-05-17
- IRS object ID
- 202421389349101007
- Schema version
- 2022v5.0
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-17T12:24:19-05:00 | ReturnTs |
| Tax Period End | 2023-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061667465 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRAGER METIS CPAS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 PENN PLAZA 18TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10122 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522357309 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANNE AND NATALIO FRIDMAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANNE | BusinessNameControlTxt |
| Phone | 2128795878 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 993 PARK AVENUE 10-S | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10028 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NATALIO FRIDMAN | PersonNm |
| Person Title | PRES/TREAS | PersonTitleTxt |
| Phone | 2128795878 | PhoneNum |
| Signature | 2024-05-16 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | NATALIO | PersonFirstNm |
| Person Last | FRIDMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Tova Peretz | PreparerPersonNm |
| PTIN | P01324285 | PTIN |
| Phone | 2126430099 | PhoneNum |
| Preparation | 2024-05-16 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,214,635 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $89,386 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $89,386 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $98,007 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $98,007 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $154,639 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $154,639 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $342,032 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $342,032 | 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 |
| Accounting Fees Rev And Expnss | $8,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $51,664 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $51,664 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,750 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $750 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $27 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $27 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $67,441 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $60,441 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $281,994 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $281,994 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $349,435 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $60,441 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $281,994 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,403 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $281,591 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $495 | CashEOYAmt |
| Cash EOYFMV | $495 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,270,053 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,191,773 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,191,773 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,799,466 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,869,848 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,122,367 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,900,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,900,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,900,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,969,519 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,962,116 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,214,635 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $8,969,519 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,962,116 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,969,519 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,962,116 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,969,519 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,962,116 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,969,519 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,403 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,962,116 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,962,116 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | SoldSoldDt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|
| THRU TD AMERITRADE | 2023-05-31 | -$45,460 | -$45,460 |
| THRU TD AMERITRADE | 2023-05-31 | -$35,800 | -$35,800 |
| THRU TD AMERITRADE | 2023-05-31 | $55,864 | $55,864 |
| THRU TD AMERITRADE | 2023-05-31 | $180,815 | $180,815 |
| THRU CHARLES SCHWAB | 2023-05-31 | $55,646 | $55,646 |
| THRU CHARLES SCHWAB | 2023-05-31 | -$166,845 | -$166,845 |
| THRU CHARLES SCHWAB | 2023-05-31 | $133,001 | $133,001 |
| THRU CHARLES SCHWAB | 2023-05-31 | -$22,582 | -$22,582 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $154,639 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,914 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,914 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,914 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $10,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $204 | EsPenaltyAmt |
| Overpayment | $5,882 | OverpaymentAmt |
| Applied To ES Tax | $5,882 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | 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 | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | NATALIO FRIDMAN | IndividualWithBooksNm |
| Phone | 2128795878 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 993 PARK AVENUE APT 10S | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10028 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| NATALIO S FRIDMAN | ||||||||
| 993 PARK AVENUE APT 10S | NEW YORK | NY | 10028 | PRES/TREAS | 1.00 | $0 | $0 | $0 |
| ANNE H FRIDMAN | ||||||||
| 993 PARK AVENUE APT 10S | NEW YORK | NY | 10028 | SECRETARY | 1.00 | $0 | $0 | $0 |
| DAVID M FRIDMAN | ||||||||
| 993 PARK AVENUE APT 10S | NEW YORK | NY | 10028 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,521,407 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,677,065 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,900,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,098,472 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,098,472 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $151,477 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,946,995 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $497,350 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $497,350 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,914 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,914 | TotalTaxAmt |
| Distributable Before Adj | $493,436 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $493,436 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $493,436 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $281,994 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $281,994 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $493,436 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $93,901 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $93,901 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $281,994 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $281,994 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $93,901 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $93,901 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $117,541 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF BAR ILAN UNIVERSITY | ||||||
| 160 EAST 56TH ST STE 5 | NEW YORK | NY | 10022 | EXEMPT | CHARITABLE | $1,000 |
| AMERICAN FRIENDS OF BET ELAZRAKI | ||||||
| POB 277 | TEANECK | NJ | 07666 | EXEMPT | CHARITABLE | $360 |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | ||||||
| 20 WEST 36TH STREET | NEW YORK | NY | 10018 | EXEMPT | CHARITABLE | $250 |
| AMERICAN FRIENDS OF NISHMAT | ||||||
| 520 EIGHT AVENUE | NEW YORK | NY | 10018 | EXEMPT | CHARITABLE | $1,000 |
| AMERICAN SOCIETY FOR YAD VASHEM | ||||||
| 500 5TH AVE 42ND FLOOR | new YORK | NY | 10110 | EXEMPT | CHARITABLE | $6,800 |
| AMIT WOMEN | ||||||
| 817 BROADWAY | new york | NY | 10003 | EXEMPT | CHARITABLE | $890 |
| ARIEL AMERICAN FRIENDS OF MIDRASHA | ||||||
| 275 MADISON AVE STE 2301 | neW YORK | NY | 10016 | EXEMPT | CHARITABLE | $110,000 |
| BIBLE 365 | ||||||
| 165 E 56TH ST | NEW YORK | NY | 10022 | EXEMPT | CHARITABLE | $200 |
| BROOKLYN NETS EVENT | ||||||
| 168 39TH STREET | BROOKLYN | NY | 11232 | EXEMPT | CHARITABLE | $650 |
| CSTTJC | ||||||
| 550 EMPIRE BLVD | BROOKLYN | NY | 11225 | EXEMPT | CHARITABLE | $250 |
| CHABAD LUBAVITCH MIDTOWN MANHATTAN | ||||||
| 509 5TH AVE | new YORK | NY | 10017 | EXEMPT | CHARITABLE | $540 |
| CHABAD LUBAVITCH OF UPPER EAST SIDE | ||||||
| 419 E 77TH ST | new YORK | NY | 10075 | EXEMPT | CHARITABLE | $1,500 |
| CONGREGATION KEHILATH JESHURUN | ||||||
| 125 E 85TH ST | nEW YORK | NY | 10028 | EXEMPT | CHARITABLE | $49,365 |
| CONGREGATION SHEARITH ISRAEL | ||||||
| 2 WEST 70TH ST | nEW YORK | NY | 10023 | EXEMPT | CHARITABLE | $6,150 |
| FIFTH AVENUE SYNAGOGUE | ||||||
| 5 EAST 62ND ST | new YORK | NY | 10065 | EXEMPT | CHARITABLE | $7,000 |
| FRIENDS OF UNITED HATZALAH | ||||||
| 442 FIFTH AVENUE STE 1866 | NEW YORK | NY | 10018 | EXEMPT | CHARITABLE | $5,000 |
| FRIENDSHIP CIRCLE UPPER EAST SIDE | ||||||
| 419 EAST 77TH ST | NEW YORK | NY | 10075 | EXEMPT | CHARITABLE | $260 |
| HAPPYPURIMCOM | ||||||
| 1086 TEANECK ROAD SUITE 3C1 | TEANECK | NJ | 07666 | EXEMPT | CHARITABLE | $1,885 |
| HEBREW ACADEMY OF MIAMI BEACH | ||||||
| 2400 PINE TREE DRIVE | MIAMI | FL | 33140 | EXEMPT | CHARITABLE | $250 |
| HOLOCUAST MEMORIAL TOLERENCE CENTER | ||||||
| 100 CRESCENT BEACH ROAD | GLEN COVE | NY | 11542 | EXEMPT | CHARITABLE | $1,268 |
| ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI | ||||||
| 1 GUSTAVE LEVY PLACE | NEW YORK | NY | 10029 | EXEMPT | CHARITABLE | $6,000 |
| JEWISH CENTER OF ATLANTIC BEACH | ||||||
| 100 NASSAU AVE | ATLANTIC BEACH | NY | 11509 | EXEMPT | CHARITABLE | $21,685 |
| JEWISH COMMUNITY RELATIONS COUNCIL | ||||||
| 520 EIGHT AVENUE | NEW YORK | NY | 10018 | EXEMPT | CHARITABLE | $2,500 |
| LIDO BEACH SYNAGOGUE | ||||||
| 1 FAIRWAY ROAD | LIDO BEACH | NY | 11561 | EXEMPT | CHARITABLE | $3,300 |
| BRIGHTFOCUS FOUNDATION | ||||||
| 22512 GATEWAY CENTER DRIVE | CLARKSBURG | MD | 20871 | EXEMPT | CHARITABLE | $150 |
| MANHATTAN ERUV | ||||||
| 131 WEST 86TH ST | NEW YORK | NY | 10025 | EXEMPT | CHARITABLE | $500 |
| MET COUNCIL ON JEWISH POVERTY | ||||||
| 77 WATER ST 26TH FLOOR | NEW YORK | NY | 10005 | EXEMPT | CHARITABLE | $360 |
| RAMAZ SCHOOL | ||||||
| 125 E 85TH ST | NEW YORK | NY | 10028 | EXEMPT | CHARITABLE | $30,160 |
| SHALVA NATIONAL CENTER | ||||||
| 315 FIFTH AVENUE | NEW YORK | NY | 10016 | EXEMPT | CHARITABLE | $1,800 |
| SHARSHERET | ||||||
| 1086 TEANECK ROAD SUITE 2G | TEANECK | NJ | 07666 | EXEMPT | CHARITABLE | $589 |
| STRUGGLE TO SAVE ETHIOPIAN JEWRY | ||||||
| 459 COLUMBUS AVENUE STE 316 | NEW YORK | NY | 10024 | EXEMPT | CHARITABLE | $371 |
| TEACH NYS | ||||||
| 150 BROADWAY | NEW YORK | NY | 10038 | EXEMPT | CHARITABLE | $10,000 |
| THE SHEFA SCHOOL | ||||||
| 40 EAST 29TH STREET | NEW YORK | NY | 10016 | EXEMPT | CHARITABLE | $1,250 |
| UJA FEDERATION OF NY | ||||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | EXEMPT | CHARITABLE | $5,540 |
| UPPER EAST SIDE HATZOLAH | ||||||
| 125 E 85TH ST | NEW YORK | NY | 10028 | EXEMPT | CHARITABLE | $1,800 |
| YESHIVAT MAHARAT | ||||||
| 3700 HENRY HUDSON PARKWAY | BRONX | NY | 10463 | EXEMPT | CHARITABLE | $1,371 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $281,994 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $89,386 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $98,007 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $154,639 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $187,393 | ExclusionAmt |
| Related Or Exempt Function Incm | $154,639 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $342,032 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $8,000 | Amt |
| Net Investment Income | $8,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARLES SCHWAB | $3,469,574 | $4,362,374 |
| TD AMERITRADE | $2,400,274 | $2,759,993 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ISRAEL BONDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,900,000 | BookValueAmt |
| EOYFMV | $1,900,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LICENSES AND FEES | $25 | $25 | $0 |
| MARGIN INTEREST | $2 | $2 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT | CategoryTxt |
| Amt | $51,664 | Amt |
| Net Investment Income | $51,664 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $7,000 | $0 | $0 |
| STATE EXCISE TAX | $750 | $750 | $0 |