ANNE & NATALIO FRIDMAN FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ANNE & NATALIO FRIDMAN FOUNDATION (EIN 52-2357309)
- Tax period
- 2021-06-01 to 2022-05-31
- Filed
- 2023-04-17
- IRS object ID
- 202321079349100622
- Schema version
- 2021v4.2
- 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 | 2023-04-17T10:05:40-05:00 | ReturnTs |
| Tax Period End | 2022-05-31 | 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 | 2021-06-01 | 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 | 2023-04-16 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Tova Peretz | PreparerPersonNm |
| PTIN | P01324285 | PTIN |
| Phone | 2126430099 | PhoneNum |
| Preparation | 2023-04-16 | 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 | 2021 | 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 | $10,364,985 | 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 | $69,066 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $69,066 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $125,925 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $125,925 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $560,402 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,329,682 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $560,402 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $755,393 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $755,393 | 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 | $15,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $15,900 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $61,303 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $61,303 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,432 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $250 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,561 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,561 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $87,196 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $80,014 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $242,263 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $242,263 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $329,459 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $80,014 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $242,263 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $425,934 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $675,379 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,335,047 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,270,053 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,270,053 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,408,538 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,799,466 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,194,932 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,800,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,900,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,900,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,543,585 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,969,519 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,364,985 | 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 | $8,543,585 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,969,519 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,543,585 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,969,519 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,543,585 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,969,519 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,543,585 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $425,934 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,969,519 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,969,519 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| CAPITAL GAIN DISTRIBUTIONS | P | $32,638 | $32,638 | $32,638 | |||
| TD AMERITRADE | P | $51,158 | -$17,545 | -$17,545 | 2021-12-31 | 2022-05-31 | $68,703 |
| TD AMERITRADE | P | $664,108 | $245,506 | $245,506 | 2020-06-01 | 2022-05-31 | $418,602 |
| CHARLES SCHWAB | P | $2,806,811 | -$264,165 | -$264,165 | 2021-12-31 | 2022-05-31 | $3,070,976 |
| CHARLES SCHWAB | P | $1,774,967 | $563,968 | $563,968 | 2020-06-01 | 2022-05-31 | $1,210,999 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $560,402 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,388 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,388 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,388 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $7,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $169 | EsPenaltyAmt |
| Tax Due | $2,557 | 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 | 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 | $6,848,278 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,270,857 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,900,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,019,135 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,019,135 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $165,287 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,853,848 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $542,692 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $542,692 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,388 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,388 | TotalTaxAmt |
| Distributable Before Adj | $533,304 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $533,304 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $533,304 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $242,263 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $242,263 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $533,304 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $53,225 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $101,199 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $230,518 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $384,942 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $242,263 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $242,263 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $291,041 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $291,041 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $93,901 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $93,901 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $93,901 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN COMMITTEE FOR SHAARE ZEDEK MEDICAL CENTER IN JERUSALEM | ||||||
| 1040 AVENUE OF THE AMERICAS 23RD | FLOOR | NEW YORK | NY | 10018 | CHARITABLE | $2,500 |
| AMERICAN SOCIETY FOR YAD VASHEM | ||||||
| 500 5TH AVE 42ND FLOOR | new YORK | NY | 10110 | CHARITABLE | $5,000 | |
| AMIT WOMEN | ||||||
| 817 BROADWAY | new york | NY | 10003 | CHARITABLE | $350 | |
| ARIEL AMERICAN FRIENDS OF MIDRASHA | ||||||
| 275 MADISON AVE STE 2301 | neW YORK | NY | 10016 | CHARITABLE | $100,000 | |
| BELEV ECHAD | ||||||
| 1766 2nd AVE | new YORK | NY | 10128 | CHARITABLE | $1,000 | |
| BIBLE 365 | ||||||
| 165 E 56TH ST | NEW YORK | NY | 10022 | CHARITABLE | $218 | |
| BIGVISION NYC | ||||||
| 309 EAST 49TH ST GROUND FLOOR | NEW YORK | NY | 10017 | CHARITABLE | $259 | |
| BRIGHTFOCUS FOUNDATION | ||||||
| 22512 GATEWAY CENTER DRIVE | CLARKSBURG | MD | 20871 | CHARITABLE | $100 | |
| CSTTJC | ||||||
| 550 EMPIRE BLVD | BROOKLYN | NY | 11225 | CHARITABLE | $125 | |
| CHABAD KEY BISCAYNE JEWISH CENTER | ||||||
| 101 HARBOR DRIVE | KEY BISCAYNE | FL | 33149 | CHARITABLE | $540 | |
| CHABAD LUBAVITCH MIDTOWN MANHATTAN | ||||||
| 509 5TH AVE | new YORK | NY | 10017 | CHARITABLE | $2,540 | |
| CHABAD LUBAVITCH OF UPPER EAST SIDE | ||||||
| 419 E 77TH ST | new YORK | NY | 10075 | CHARITABLE | $2,550 | |
| CHAYA ISRAEL FOUNDATION | ||||||
| 335 E 77TH ST | NEW YORK | NY | 10075 | CHARITABLE | $500 | |
| CHILDREN CANCER RESEARCH FUND | ||||||
| 7301 OHMS LANE SUITE 355 | MINNEAPOLIS | MN | 55439 | CHARITABLE | $227 | |
| CONGREGATION KEHILATH JESHURUN | ||||||
| 125 E 85TH ST | nEW YORK | NY | 10028 | CHARITABLE | $42,565 | |
| CONGREGATION SHEARITH ISRAEL | ||||||
| 2 WEST 70TH ST | nEW YORK | NY | 10023 | CHARITABLE | $5,452 | |
| ELLIE RUBY FOUNDATION | ||||||
| 7 ROSS COURT | OAKHURST | NJ | 07755 | CHARITABLE | $186 | |
| FIFTH AVENUE SYNAGOGUE | ||||||
| 5 EAST 62ND ST | new YORK | NY | 10065 | CHARITABLE | $3,800 | |
| HAPPYPURIMCOM | ||||||
| 1086 TEANECK ROAD SUITE 3C1 | TEANECK | NJ | 07666 | CHARITABLE | $1,865 | |
| JEWISH CENTER OF ATLANTIC BEACH | ||||||
| 100 NASSAU AVE | ATLANTIC BEACH | NY | 11509 | CHARITABLE | $6,146 | |
| LIDO BEACH SYNAGOGUE | ||||||
| 1 FAIRWAY ROAD | LIDO BEACH | NY | 11561 | CHARITABLE | $3,150 | |
| MET COUNCIL ON JEWISH POVERTY | ||||||
| 77 WATER ST 26TH FLOOR | NEW YORK | NY | 10005 | CHARITABLE | $360 | |
| MISASKIM | ||||||
| 5805 16TH AVENUE | BROOKLYN | NY | 11204 | CHARITABLE | $360 | |
| MOISE SAFRA COMMUNITY CENTER | ||||||
| 555 MADISON AVENUE | NEW YORK | NY | 10022 | CHARITABLE | $300 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||
| 733 3RD AVENUE 3RD FLOOR | NEW YORK | NY | 10017 | CHARITABLE | $100 | |
| NJOP (NATL JEWISH OUTREACH PROGRAM) | ||||||
| 989 SIXTH AVENUE | NEW YORK | NY | 10018 | CHARITABLE | $750 | |
| ORAH V SIMCHA INC | ||||||
| 1870 48TH ST | BROOKLYN | NY | 11204 | CHARITABLE | $25,000 | |
| ORTHODOX UNION | ||||||
| 11 BROADWAY | NEW YORK | NY | 10004 | CHARITABLE | $1,000 | |
| RAMAZ SCHOOL | ||||||
| 125 E 85TH ST | NEW YORK | NY | 10028 | CHARITABLE | $11,360 | |
| SHARSHERET | ||||||
| 1086 TEANECK ROAD SUITE 2G | TEANECK | NJ | 07666 | CHARITABLE | $800 | |
| TEACH NYS | ||||||
| 150 BROADWAY | NEW YORK | NY | 10038 | CHARITABLE | $10,000 | |
| TOMCHEI SHABBOS OF LOS ANGELES | ||||||
| 8761 W PICO BLVD | LOS ANGELES | CA | 90035 | CHARITABLE | $360 | |
| UJA FEDERATION OF NY | ||||||
| 130 E 59TH ST | new yoRK | NY | 10022 | CHARITABLE | $11,000 | |
| UPPER EAST SIDE HATZOLAH | ||||||
| 125 E 85TH ST | new YORK | NY | 10028 | CHARITABLE | $1,800 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $242,263 | 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 | $69,066 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $125,925 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $560,402 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $194,991 | ExclusionAmt |
| Related Or Exempt Function Incm | $560,402 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $755,393 | 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 | $15,900 | Amt |
| Net Investment Income | $15,900 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARLES SCHWAB | $2,368,471 | $2,643,767 |
| TD AMERITRADE | $2,430,995 | $3,551,165 |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LICENSES AND FEES | Desc |
| Revenue And Expenses Per Books | $2,561 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,561 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT | CategoryTxt |
| Amt | $61,303 | Amt |
| Net Investment Income | $61,303 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $7,182 | $0 | $0 |
| STATE EXCISE TAX | $250 | $250 | $0 |