FRIEDMAN - KLINE FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- FRIEDMAN - KLINE FAMILY FOUNDATION (EIN 90-0795812)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-09-27
- IRS object ID
- 202442719349101104
- 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 Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-27T16:50:50-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11150 SANTA MONICA BLVD SUITE 600 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 900795812 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIEDMAN-KLINE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRIE | BusinessNameControlTxt |
| Phone | 7133855415 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3262 WESTHEIMER ROAD 628 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77098 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ARTHUR FRIEDMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7133855415 | PhoneNum |
| Signature | 2024-09-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KENNETH GILDAY | PreparerPersonNm |
| PTIN | P01885406 | PTIN |
| Phone | 3108264474 | PhoneNum |
| Preparation | 2024-09-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,584,774 | 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 | $183 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $183 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $182,103 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $182,103 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $107,462 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $256,392 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $107,462 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,536 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,536 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $294,284 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $294,284 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $179,949 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $161,954 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $17,995 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,925 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $325 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $13,850 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12,465 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,385 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,982 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,876 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $106 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $201,031 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $181,220 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $19,811 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $179,960 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $179,960 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $380,991 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $181,220 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $199,771 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$86,707 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $113,064 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $60,410 | CashBOYAmt |
| Cash EOY | $16,489 | CashEOYAmt |
| Cash EOYFMV | $16,489 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,676,230 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,507,894 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,684,343 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $826,426 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $951,976 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $809,469 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $75,750 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $75,750 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $74,473 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,638,816 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,552,109 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,584,774 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,453,362 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,453,362 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $185,454 | RetainedEarningBOYAmt |
| Retained Earning EOY | $98,747 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,638,816 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,552,109 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,638,816 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,552,109 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,638,816 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$86,707 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,552,109 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,552,109 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ML #2456 - LTCG - COVERED | P | 2023-01-01 | 2023-12-31 | $253,001 | $148,930 | $104,071 | $104,071 |
| ML #2456 - CG DISTR | P | 2023-01-01 | 2023-12-31 | $3,391 | $3,391 | $3,391 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $107,462 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,572 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,572 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,572 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,010 | 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 | $4,010 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,438 | OverpaymentAmt |
| Applied To ES Tax | $2,438 | 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 |
| 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 | ARTHUR S FRIEDMAN | IndividualWithBooksNm |
| Phone | 7133855415 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3262 WESTHEIMER SUITE 628 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770981002 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| ARTHUR S FRIEDMAN | ||||||||
| 3262 WESTHEIMER 628 | HOUSTON | TX | 77098 | PRESIDENT | 20.00 | $155,949 | $0 | $0 |
| JAMES MICHAEL LITTLE | ||||||||
| 5718 WESTHEIMER SUITE 1840 | HOUSTON | TX | 77057 | VP / DIRECTOR | 0.50 | $0 | $0 | $0 |
| SUZANNE HICKS FRIEDMAN | ||||||||
| 3262 WESTHEIMER 628 | HOUSTON | TX | 77098 | DIRECTOR | 3.50 | $24,000 | $0 | $0 |
| DAVID A FRIEDMAN | ||||||||
| 3262 WESTHEIMER 628 | HOUSTON | TX | 77098 | DIRECTOR | 0.50 | $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 | $3,602,728 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $58,406 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,661,134 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,661,134 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $54,917 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,606,217 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $180,311 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $180,311 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,572 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,572 | TotalTaxAmt |
| Distributable Before Adj | $178,739 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $178,739 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $178,739 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $199,771 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $199,771 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $178,739 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $177,511 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $199,771 | QualifyingDistributionsAmt |
| Applied To Year1 | $177,511 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $22,260 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | 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 | $156,479 | 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 |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ARTHUR FRIEDMAN PRESIDENT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3262 WESTHEIMER SUITE 628 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770981002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7133855415 | RecipientPhoneNum |
| Recipient Email Address | N/A | RecipientEmailAddressTxt |
| Form And Info And Materials | SOLICITATIONS OF CHARITABLE NEEDS MUST INCLUDE INTRODUCTORY LETTER FROM A QUALIFIED ORGANIZATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FRIEDMAN-KLINE FAMILY FOUNDATION IS ORGANIZED FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, AND EDUCATIONAL PURPOSES WITHIN THE MEANING OF SECTION 501(C)3 OF THE INTERNAL REVENUE CODE. AS AMENDED SPECIFICALLY, THE FOUNDATION SHALL MAKE DISTRIBUTIONS TO OTHER CHARITABLE ORGANIZATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOYS AND GIRLS CLUB OF GREATER HOUSTON | |||||||
| 815 CROSBY STREET | HOUSTON | TX | 77019 | NONE | PC | CHARITABLE | $5,000 |
| BOYS AND GIRLS CLUB OF LAREDO | |||||||
| 500 MOCTEZUMA | LAREDO | TX | 78040 | NONE | PC | CHARITABLE | $5,000 |
| CASA DE MISERICORDIA | |||||||
| 745 BEARDSLEY ST | SAN DIEGO | CA | 92113 | NONE | PC | CHARITABLE | $2,500 |
| EXCHANGE CLUB FAM SUPPORT CENTER | |||||||
| 8320 IOWA STREET | DOWNEY | CA | 90241 | NONE | PC | CHARITABLE | $12,460 |
| FOODBANK OF SOUTHERN CALIFORNIA | |||||||
| 1444 SAN FRANVISCO AVENUE | LONG BEACH | CA | 90813 | NONE | PC | CHARITABLE | $5,000 |
| LA CRIME STOPPERS | |||||||
| PO BOX 86906 | LOS ANGELES | CA | 90086 | NONE | PC | CHARITABLE | $15,000 |
| LOS ANGELES REGIONAL FOOD BANK | |||||||
| 1734 EAST 41ST STREET | LOS ANGELES | CA | 90058 | NONE | PC | CHARITABLE | $5,000 |
| MEALS ON WHEELS WEST | |||||||
| 1823-A MICHIGAN AVENUE | SANTA MONICA | CA | 90404 | NONE | PC | CHARITABLE | $5,000 |
| MIRACLE FARM | |||||||
| 1301 N MAYS | ROUND ROCK | TX | 78664 | NONE | PC | CHARITABLE | $5,000 |
| NORTHWESTERN UNIVERSITY | |||||||
| 633 CLARK ST | EVANSTON | IL | 60208 | NONE | PC | EDUCATIONAL | $75,000 |
| SECOND HARVEST FOOD BANK OF ORANGE COUNTY | |||||||
| 8014 MARINE WAY | IRVINE | CA | 92618 | NONE | PC | CHARITABLE | $5,000 |
| TEXAS HEARING INSTITUTE | |||||||
| 3100 SHENANDOAH ST | HOUSTON | TX | 77021 | NONE | PC | CHARITABLE | $10,000 |
| TORRANCE-LOMITA MEALS ON WHEELS INC | |||||||
| 1404 CRAVENS AVE | TORRANCE | CA | 90501 | NONE | PC | CHARITABLE | $2,500 |
| VETERANS MATTERS | |||||||
| 3450 W CENTRAL AVE SUITE 108 | TOLEDO | OH | 43606 | NONE | PC | CHARITABLE | $10,000 |
| WESTSIDE FOOD BANK | |||||||
| 1710 22ND STREET | SANTA MONICA | CA | 90404 | NONE | PC | CHARITABLE | $10,000 |
| CHILDRENS ADVOCACY CENTER OF LAREDO-WEBB COUNTY | |||||||
| 111 N MERIDA | LAREDO | TX | 78043 | NONE | PC | CHARITABLE | $1,000 |
| LAREDO INTERNAITONAL FAIR & EXPOSITION | |||||||
| PO BOX 1770 | LAREDO | TX | 78044 | NONE | PC | CHARITABLE | $1,000 |
| LAREDO REGIONAL FOOD BANK | |||||||
| 2802 ANNA AVE | LAREDO | TX | 78040 | NONE | PC | CHARITABLE | $1,500 |
| SOUTH TEXAS FOOD BANK | |||||||
| 2121 JEFFERSON ST | LAREDO | TX | 78040 | NONE | PC | CHARITABLE | $1,500 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 225 N MICHIGAN AVE 17TH FLOOR | CHICAGO | IL | 60601 | NONE | PC | CHARITABLE | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $179,960 | 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 | $183 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $182,103 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,536 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $107,462 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $294,284 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $294,284 | 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 | SALES OF SECURITIES TO GENERATE FUNDS FOR CHARITABLE GIVING. | 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 | $3,250 | Amt |
| Net Investment Income | $2,925 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $325 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (21 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALLSTATE CORP - 2000 | $50,000 | $54,000 |
| APOLLO GLOBAL MANAGEMENT - 3000 | $75,000 | $82,410 |
| AT&T, INC - 2840 | $50,000 | $49,600 |
| BANK OF AMERICA - 1000 | $25,000 | $21,530 |
| BANK OF AMERICA CORP - 1000 | $25,000 | $24,820 |
| BROOKFIELD FIN I UK PLC - 1000 | $25,000 | $15,960 |
| BROOKFIELD PPTY PTNRS - 1000 | $24,169 | $12,920 |
| BROOKFIELD PPTY PTNRS - 2000 | $48,492 | $22,980 |
| JP MORGAN CHASE & CO - 1000 | $100,000 | $82,000 |
| METLIFE INC - 2980 | $75,806 | $72,384 |
| NEXPOINT STRATEGIES - 66 | $2,665 | $997 |
| PRUDENTIAL FINANCIAL INC - 1000 | $25,000 | $25,420 |
| PRUDENTIAL FINANCIAL INC - 2000 | $50,000 | $38,680 |
| PRUDENTIAL FINCL INC - 4000 | $100,938 | $99,840 |
| PS BUSINESS PKS INC - 2000 | $50,000 | $25,000 |
| QWEST CORPORATION - 1000 | $25,000 | $9,960 |
| QWEST CORPORATION - 1000 | $25,000 | $10,170 |
| SOUTHERN CO - 693 | $17,206 | $16,604 |
| SOUTHERN CO JR SUB - 3357 | $82,700 | $80,434 |
| SPIRIT REALITY CAPITAL - 1000 | $25,000 | $23,520 |
| TRUIST FINANCIAL CORP | $50,000 | $40,240 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (26 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALTRA GROUP, INC. - 10000 | $414,338 | $403,397 |
| AT&T, INC - 2840 | $75,168 | $47,655 |
| BLACKROCK INNOVATION AND GROWTH TR - 3750 | $68,663 | $27,488 |
| BOEING COMPANY - 1406 | $60,891 | $228,078 |
| BRISTOL-MYERS SQUIBB CO - 1350 | $28,275 | $43,614 |
| BRITISH AMN TOBACO SPADR - 3512 | $232,934 | $102,866 |
| BROOKFIELD RENEWABLE CORP - 450 | $10,130 | $12,956 |
| BROOKFIELD RENEWABLE PARTNERS LP - 2600 | $75,796 | $68,328 |
| CISCO SYSTEMS INC - 1800 | $75,447 | $90,936 |
| CVS HEALTH CORP - 1200 | $74,561 | $94,752 |
| DOW CHEMICAL CO - 2000 | $48,248 | $83,412 |
| DUPONT DE NEMOURS INC - 1521 | $73,634 | $117,011 |
| ENTERGY CORP NEW - 1500 | $73,918 | $151,785 |
| GSL PLC - 800 | $37,542 | $29,648 |
| INTL PAPER CO - 1900 | $71,296 | $68,685 |
| KAYNE ANDERSON ENERGY - 6500 | $50,530 | $57,070 |
| KINDER MORGAN INC DEL - 8163 | $172,985 | $143,995 |
| MEDICAL PPTYS TR INC - 3300 | $74,726 | $16,203 |
| MEDTRONIC PLC SHS - 625 | $74,744 | $51,488 |
| METLIFE INC - 1350 | $75,390 | $89,276 |
| BLUE OWL CAPITAL CORP - 4028 | $153,371 | $144,294 |
| PHILIP MORRIS INTL INC - 3000 | $251,115 | $282,240 |
| PUBLIC STORAGE REIT - 370 | $74,523 | $112,850 |
| STARWOOD PPTY - 3000 | $61,306 | $63,060 |
| UNITED PARCEL SVCS - 925 | $74,819 | $145,438 |
| WARNER BROS DISCOVERY INC - 687 | $23,544 | $7,818 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BLACKSTONE PRIVATE - 1448 | AT COST | $37,875 | $36,530 |
| OWL ROCK - 4028 | AT COST | $37,875 | $37,943 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $150 | $150 | $0 |
| PAYROLL PROCESSING FEES | $1,060 | $954 | $106 |
| OFFICE EXPENSE | $2,772 | $2,772 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PASSTHROUGH INCOME | $7,892 | $7,892 | $7,892 |
| OTHER INVESTMENT INCOME | -$3,356 | -$3,356 | -$3,356 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES - PAYROLL | CategoryTxt |
| Amt | $13,850 | Amt |
| Net Investment Income | $12,465 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,385 | DisbursementsCharitablePrpsAmt |