2025-05-15T11:37:11-05:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 6320 CANOGA AVE 17TH FLOOR WOODLAND HILLS CA 91367 990PF 2024-01-01 900795812 FRIEDMAN-KLINE FAMILY FOUNDATION FRIE 7133855415 3262 WESTHEIMER ROAD 628 HOUSTON TX 77098 ARTHUR FRIEDMAN PRESIDENT 7133855415 2025-05-13 1 1 KENNETH GILDAY P01885406 8189950090 2025-05-15 2024 2025-03-06 01:10:19Z X 3779326 X X 307 307 197471 197471 120908 120908 120908 13169 13169 331855 331855 184627 166164 18463 3250 2925 325 14124 12712 1412 3718 3611 107 205719 185412 20307 159080 159080 364799 185412 179387 -32944 146443 16489 95806 95806 2507894 2471690 2877491 951976 875919 730699 75750 75750 75330 3552109 3519165 3779326 0 0 X 3453362 3453362 0 0 98747 65803 3552109 3519165 3552109 3519165 3552109 -32944 0 3519165 0 3519165 ML #2456 - LTCG 2024-01-01 2024-12-31 117295 117295 117295 ML #2456 - CG DISTR 2024-01-01 2024-12-31 3613 3613 3613 120908 2036 0 2036 0 2036 2438 0 0 0 2438 0 402 402 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 N/A ARTHUR S FRIEDMAN 7133855415 3262 WESTHEIMER SUITE 628 HOUSTON TX 770981002 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ARTHUR S FRIEDMAN 3262 WESTHEIMER 628 HOUSTON TX 77098 PRESIDENT 20.00 160627 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 24000 0 0 DAVID A FRIEDMAN 3262 WESTHEIMER 628 HOUSTON TX 77098 DIRECTOR 0.50 0 0 0 NONE 0 NONE 0 0 3625960 55358 0 3681318 0 0 3681318 55220 3626098 181305 181305 2036 2036 179269 0 179269 0 179269 179387 0 179387 179269 156479 0 0 179387 156479 0 0 22908 0 0 0 0 0 0 0 0 156361 0 0 0 X ARTHUR FRIEDMAN PRESIDENT 3262 WESTHEIMER SUITE 628 HOUSTON TX 770981002 7133855415 N/A SOLICITATIONS OF CHARITABLE NEEDS MUST INCLUDE INTRODUCTORY LETTER FROM A QUALIFIED ORGANIZATION. NONE 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. BOYS AND GIRLS CLUB OF GREATER HOUSTON 815 CROSBY STREET HOUSTON TX 77019 NONE PC CHARITABLE 5000 BOYS AND GIRLS CLUB OF LAREDO 500 MOCTEZUMA LAREDO TX 78040 NONE PC CHARITABLE 5000 CHILDRENS ADVOCACY CENTER OF LAREDO-WEBB COUNTY 111 N MERIDA LAREDO TX 78043 NONE PC CHARITABLE 2500 EXCHANGE CLUB FAM SUPPORT CENTER 8320 IOWA STREET DOWNEY CA 90241 NONE PC CHARITABLE 11080 KIDS' MEALS INC 330 GARDEN OAKS BLVD HOUSTON TX 77018 NONE PC CHARITABLE 500 LA CRIME STOPPERS PO BOX 86906 LOS ANGELES CA 90086 NONE PC CHARITABLE 15000 MEALS ON WHEELS WEST 1823-A MICHIGAN AVENUE SANTA MONICA CA 90404 NONE PC CHARITABLE 5000 NORTHWESTERN UNIVERSITY 633 CLARK ST EVANSTON IL 60208 NONE PC EDUCATIONAL 100000 TEXAS HEARING INSTITUTE 3100 SHENANDOAH ST HOUSTON TX 77021 NONE PC CHARITABLE 10000 WESTSIDE FOOD BANK 1710 22ND STREET SANTA MONICA CA 90404 NONE PC CHARITABLE 5000 159080 0 14 307 14 197471 14 13169 18 120908 0 331855 0 331855 8 SALES OF SECURITIES TO GENERATE FUNDS FOR CHARITABLE GIVING. 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3250 2925 325 ALLSTATE CORP - 2000 50000 53240 APOLLO GLOBAL MANAGEMENT - 3000 75000 79470 BANK OF AMERICA - 1000 25000 21600 BANK OF AMERICA CORP - 1000 25000 25180 BROOKFIELD FIN I UK PLC - 1000 25000 15860 BROOKFIELD PPTY PTNRS - 1000 23827 13700 BROOKFIELD PPTY PTNRS - 2000 47886 24840 JP MORGAN CHASE & CO - 1000 100000 81880 LINK PARKS, INC. PREFERR - 2000 50000 26240 METLIFE INC - 2980 75806 70149 NEXPOINT STRATEGIES - 66 2574 1082 PRUDENTIAL FINANCIAL INC - 2000 50000 37060 PRUDENTIAL FINANCIAL INC - 1000 25000 24900 PRUDENTIAL FINCL INC - 4000 100920 92920 QWEST CORPORATION - 1000 25000 17500 QWEST CORPORATION - 1000 25000 17500 SOUTHERN CO JR SUB - 3357 82700 73753 SOUTHERN CO - 693 17206 15225 TRUIST FINANCIAL CORP 50000 38600 ALTRA GROUP, INC. - 10000 414346 522900 ASML HLDG NVN Y REG SHS - 75 76689 51981 BLACKROCK INNOVATION AND GROWTH TR - 3750 65791 27900 BLUE OWL CAPITAL CORP - 9776 153371 147813 BRISTOL-MYERS SQUIBB CO - 850 28275 48076 BRITISH AMN TOBACO SPADR - 3512 232934 127556 BROOKFIELD RENEWABLE CORP - 450 10130 12447 BROOKFIELD RENEWABLE PARTNERS LP - 2600 75796 59254 CISCO SYSTEMS INC - 1800 75447 106560 CVS HEALTH CORP - 1200 74561 53868 COHEN AND STEERS TAX - 5400 100547 103788 DOW CHEMICAL CO - 1521 48248 61038 ENTERGY CORP NEW - 1500 73918 227460 INTL PAPER CO - 1900 71296 102258 KAYNE ANDERSON ENERGY - 6500 50530 82615 KINDER MORGAN INC DEL - 8163 166644 223666 MARVELL TECH INC - 600 41726 66270 MEDICAL PPTYS TR INC - 3300 74726 13035 METLIFE INC - 1350 75390 110538 MICROSOFT CORP - 180 76018 75870 PHILIP MORRIS INTL INC - 3000 251115 361050 PUBLIC STORAGE REIT - 370 74523 110793 STARWOOD PPTY - 3000 61306 56850 UNITED PARCEL SVCS - 925 74819 116643 WARNER BROS DISCOVERY INC - 687 23544 7262 BLACKSTONE PRIVATE - 1448 AT COST 37875 36863 OWL ROCK - 4028 AT COST 37875 38467 INVESTMENT MANAGEMENT FEES 150 150 0 PAYROLL PROCESSING FEES 1073 966 107 OFFICE EXPENSE 2495 2495 0 PASSTHROUGH INCOME 9760 9760 9760 OTHER INVESTMENT INCOME 3409 3409 3409 TAXES - PAYROLL 14124 12712 1412