GERALD J & DOROTHY R FRIEDMAN N Y FOUNDATION FOR MEDICAL RESEARCH: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GERALD J & DOROTHY R FRIEDMAN N Y FOUNDATION FOR MEDICAL RESEARCH (EIN 13-4034562)
- Tax period
- 2023-03-01 to 2024-02-29
- Filed
- 2024-07-03
- IRS object ID
- 202441859349100004
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-03T09:02:34-05:00 | ReturnTs |
| Tax Period End | 2024-02-29 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 130436940 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANCHIN BLOCK & ANCHIN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 TIMES SQUARE 25TH FLR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-03-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134034562 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GERALD J AND DOROTHY R FRIEDMAN | BusinessNameLine1Txt |
| Business Name Line2 | NEW YORK FOUNDATION FOR MEDICAL RESEARCH | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GERA | BusinessNameControlTxt |
| Phone | 2128403456 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO ANCHIN 3 TIMES SQUARE 25TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANE FRIEDMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2128403456 | PhoneNum |
| Signature | 2024-07-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JANE | PersonFirstNm |
| Person Last | FRIEDMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | 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 | ELIZABETH MORIN | PreparerPersonNm |
| PTIN | P01256691 | PTIN |
| Phone | 2128403456 | PhoneNum |
| Preparation | 2024-07-01 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | $46,504,143 | 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 |
| Dividends Rev And Expnss | $792,137 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $792,137 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,135,675 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,415,076 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,135,675 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $12,390 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $12,390 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,940,202 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,940,202 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $390,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $390,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $13,623 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $6,812 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $6,811 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $40,042 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $20,021 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $20,021 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $280,322 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $280,322 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $44,318 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,684 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $21,914 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $20,151 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $20,151 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $788,456 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $314,839 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $458,897 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,435,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,435,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,223,456 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $314,839 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,893,897 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,283,254 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,625,363 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$1 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $1,596,432 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,697,272 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,697,272 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl BOY | $1,500,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $5,019,264 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $5,056,053 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $15,355,747 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,911,697 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $24,603,633 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $8,118,587 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,585,959 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,512,554 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $10,239,562 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $10,239,562 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $10,239,562 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $10,239,562 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $3,861,144 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $934,126 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,579 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $391,490 | OtherAssetsBOYAmt |
| Other Assets EOY | $391,490 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $391,490 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $41,062,961 | TotalAssetsBOYAmt |
| Total Assets EOY | $39,779,370 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $46,504,143 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $43,410,569 | CapitalStockBOYAmt |
| Capital Stock EOY | $43,410,569 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$2,347,608 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$3,631,199 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $41,062,961 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $39,779,370 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $41,062,961 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $39,779,370 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $41,062,961 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,283,254 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $39,779,707 | SubtotalAmt |
| Other Decreases | $337 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $39,779,370 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITITES | P | 2024-02-29 | $1,159,733 | $1,238,194 | -$78,461 | -$78,461 |
| PUBLICLY TRADED SECURITITES | P | 2024-02-29 | $5,901,566 | $5,041,207 | $860,359 | $860,359 |
| LTCG ON ALKEON AND MEZZANINE | P | 2024-02-29 | $2,353,777 | $2,353,777 | $2,353,777 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,135,675 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $50,393 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $50,393 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $50,393 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,690 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,690 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $712 | EsPenaltyAmt |
| Tax Due | $46,415 | TaxDueAmt |
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 | ANCHIN BLOCK ANCHIN LLP | IndividualWithBooksNm |
| Phone | 2128403456 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 TIMES SQUARE 25TH FLR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| JANE FRIEDMAN | ||||||||
| C/O ANCHIN 3 TIMES SQUARE 25TH FLR | NEW YORK | NY | 10036 | PRESIDENT | 60.00 | $300,000 | $0 | $0 |
| JUDITH KENNEDY | ||||||||
| 3036 MATADOR DRIVE NORTHEAST | ALBUQUERQUE | NM | 87111 | VICE PRESIDENT | 10.00 | $45,000 | $0 | $0 |
| GEORGE SERRANO | ||||||||
| 142 WEST END AVE APT 18N | NEW YORK | NY | 10023 | SECRETARY & TREASURER | 10.00 | $45,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NEUBERGER BERMAN BD LLC | |||||
| PO BOX 145443 | CINCINNATI | OH | 45250 | ADVISORY | $106,519 |
| JP MORGAN | |||||
| PO BOX 183211 | COLUMBUS | OH | 43218 | ADVISORY | $96,784 |
| MORGAN STANLEY | |||||
| 61 SOUTH PARAMUS ROAD 3RD FL | PARAMUS | NJ | 07652 | ADVISORY | $60,619 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 3 | 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 | $32,424,729 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,894,573 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $10,631,052 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $46,950,354 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $46,950,354 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $704,255 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $46,246,099 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,312,305 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,312,305 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $50,393 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $50,393 | TotalTaxAmt |
| Distributable Before Adj | $2,261,912 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,261,912 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,261,912 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,893,897 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,893,897 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,261,912 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,220,690 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $942,508 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,299,853 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,272,975 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $573,210 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,309,236 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,893,897 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,261,912 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,631,985 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,941,221 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $2,220,690 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,720,531 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $942,508 | ExcessFromYear4Amt |
| Excess From Year3 | $1,299,853 | ExcessFromYear3Amt |
| Excess From Year2 | $2,272,975 | ExcessFromYear2Amt |
| Excess From Year1 | $573,210 | ExcessFromYear1Amt |
| Excess From Current Year | $2,631,985 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FRIEDMAN TRANSGENDER HEALTH AND WELLNESS PROGRAM AT LENOX HILL | |||||||
| 110 EAST 59TH STREET SUITE 8B | NEW YORK | NY | 10022 | NONE | PC | AN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. | $300,000 |
| NORTHWELL HEALTH FOUNDATION | |||||||
| 200 MARCUS AVENUE | NEW HYDE PARK | NY | 11042 | NONE | PC | AN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. | $3,035,000 |
| SOME SERIOUS BUSINESS | |||||||
| PO BOX 35 | ABIQUIU | NM | 87510 | NONE | PC | AN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. | $100,000 |
| THE ACTORS FUND OF AMERICA | |||||||
| 1140 AVENUE OF THE AMERICAS | NEW YORK | NY | 10036 | NONE | PC | AN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. | $1,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,435,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $792,137 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,135,675 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION SETTLEMENT INCOME | Desc |
| Exclusion | $12,390 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,940,202 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,940,202 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $40,042 | Amt |
| Net Investment Income | $20,021 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $20,021 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MS#8701 - CORP BONDS | BondNm |
| EOY Book Value | $1,585,959 | EOYBookValueAmt |
| EOYFMV | $1,512,554 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| NEUBERGER | $3,691,790 | $6,818,894 |
| MS 8700 | $5,010,603 | $5,728,623 |
| JPM#7833 SECURITIES | $1,375,250 | $1,869,180 |
| JPM#7834 SECURITIES | $2,825,259 | $4,841,674 |
| JPM#7835 SECURITIES | $3,388,795 | $4,725,262 |
| MS#8700 - MUTUAL FUNDS | $620,000 | $620,000 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $5,019,264 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $5,056,053 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | GOLDMAN SACHS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $934,126 | BookValueAmt |
| EOYFMV | $3,579 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $13,623 | LegalFeesAmt |
| Net Investment Income | $6,812 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,811 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ARTWORK | Desc |
| BOY Book Value | $391,490 | BOYBookValueAmt |
| EOY Book Value | $391,490 | EOYBookValueAmt |
| EOYFMV | $391,490 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PENALTY PAID ON FEDERAL EXCISE TAX NOTICE | Desc |
| Amt | $337 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $537 | $0 | $537 |
| MAINTENANCE | $16,458 | $0 | $16,458 |
| PAYROLL FEES | $1,985 | $0 | $1,985 |
| FILING FEES | $750 | $0 | $750 |
| INTEREST | $421 | $0 | $421 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION SETTLEMENT INCOME | Desc |
| Revenue And Expenses Per Books | $12,390 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $12,390 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $12,390 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVISORY FEES | $280,152 | $280,152 | $0 |
| OTHERS | $170 | $170 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $7,684 | $7,684 | $0 |
| PAYROLL TAXES | $21,914 | $0 | $21,914 |
| FEDERAL EXCISE TAX | $14,720 | $0 | $0 |