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LISA AND MAURY FRIEDMAN FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
LISA AND MAURY FRIEDMAN FOUNDATION (EIN 20-1380310)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-11
IRS object ID
202111319349101741
Schema version
2020v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-05-11T10:41:44-07:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN651210974PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Gerber & Co IncBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11880 CENTURY PARK EAST SUITE 200AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90067ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201380310EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LISA AND MAURY FRIEDMAN FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLISABusinessNameControlTxt
Phone8188653000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line129480 BERTRAND DRIVEAddressLine1Txt
CityAGOURA HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91301ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLISA FRIEDMANPersonNm
Person TitlePresidentPersonTitleTxt
Signature2021-05-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLISAPersonFirstNm
Person LastFRIEDMANPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMoshe Y GraberPreparerPersonNm
PTINP00653955PTIN
Phone3105521600PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$541,915FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$200,734ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$13InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$13InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$8,696DividendsRevAndExpnssAmt
Dividends Net Invst Incm$8,696DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$14,347NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$345,166GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$191,239CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss-$320OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm-$320OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$223,470TotalRevAndExpnssAmt
Total Net Invst Incm$199,628TotalNetInvstIncmAmt
Other Prof Fees Rev And Expnss$27,090OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$14,340OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$12,750OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$279TaxesRevAndExpnssAmt
Taxes Net Invst Incm$279TaxesNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$60TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$60TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$5,343OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$5,343OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$32,772TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$14,619TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$18,153TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$68,514ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$68,514ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$101,286TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$14,619TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$86,667TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$122,184ExcessRevenueOverExpensesAmt
Net Investment Income$185,009NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$4,340CashBOYAmt
Cash EOY$2,195CashEOYAmt
Cash EOYFMV$2,195CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,396SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$334SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$334SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$339,512CorporateStockBOYAmt
Corporate Stock EOY$464,903CorporateStockEOYAmt
Corporate Stock EOYFMV$539,386CorporateStockEOYFMVAmt
Total Assets BOY$345,248TotalAssetsBOYAmt
Total Assets EOY$467,432TotalAssetsEOYAmt
Total Assets EOYFMV$541,915TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$345,248RetainedEarningBOYAmt
Retained Earning EOY$467,432RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$345,248TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$467,432TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$345,248TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$467,432TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$345,248TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$122,184ExcessRevenueOverExpensesAmt
Subtotal$467,432SubtotalAmt
Tot Net Ast Or Fund Balances EOY$467,432TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
BERNSTEIN - 17654P2020-01-012020-12-31$28,917$27,083$1,834$1,834
BERNSTEIN - 17654P2019-01-012020-12-31$118,279$106,267$12,012$12,012
BERNSTEIN - 17654D2013-01-012020-12-31$197,970$20,577$177,393$177,393
FieldValueIRS element (for citing)
Capital Gain Net Income$191,239CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,572InvestmentIncomeExciseTaxAmt
Subtotal$2,572SubtotalAmt
Tax Based On Investment Income$2,572TaxBasedOnInvestmentIncomeAmt
Tax Due$2,572TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1LISA FRIEDMANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8189917914PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line129480 BERTRAND DRIVEAddressLine1Txt
CityAGOURA HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91301ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
LISA FRIEDMAN
29480 BERTRAND DRIVEAGOURA HILLSCA91301President5.00$0
MAURY FRIEDMAN
29480 BERTRAND DRIVEAGOURA HILLSCA91301Director2.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$448,454AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$5,827AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$454,281TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$454,281AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,814CashDeemedCharitableAmt
Net Vl Noncharitable Assets$447,467NetVlNoncharitableAssetsAmt
Minimum Investment Return$22,373MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$22,373MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,572TaxBasedOnInvestmentIncomeAmt
Total Tax$2,572TotalTaxAmt
Distributable Before Adj$19,801DistributableBeforeAdjAmt
Distributable Before Ded$19,801DistributableBeforeDedAmt
Distributable As Adjusted$19,801DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$86,667ExpensesAndContributionsAmt
Qualifying Distributions$86,667QualifyingDistributionsAmt
Adjusted Qualifying Distri$86,667AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$19,801DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$29ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$287,547ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$319,644ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$95,199ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$117,976ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$820,395TotalExcessDistributionCyovAmt
Qualifying Distributions$86,667QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$19,801AppliedToCurrentYearAmt
Remaining Distri From Corpus$66,866RemainingDistriFromCorpusAmt
Total Corpus$887,261TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$29ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$887,232ExcessDistriCyovToNextYrAmt
Excess From Year4$287,547ExcessFromYear4Amt
Excess From Year3$319,644ExcessFromYear3Amt
Excess From Year2$95,199ExcessFromYear2Amt
Excess From Year1$117,976ExcessFromYear1Amt
Excess From Current Year$66,866ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonLISA AND MAURY FRIEDMAN FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line129480 BERTRAND DRIVEAddressLine1Txt
CityAGOURA HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91301ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8188653000RecipientPhoneNum
Recipient Email AddressLISA@FRIEDMANFOUNDATION.NETRecipientEmailAddressTxt
Form And Info And MaterialsAPPLICATIONS ARE TO BE SUBMITTED BY EMAIL TO LISA@FRIEDMANFOUNDATION.NETINFORMATION TO BE SUBMITTED IS TO FOLLOW THE SPECIFIC INSTRUCTIONS AND FORM AS PROVIDED ON THE ORGANIZATION'S WEBSITE. THIS IS TO INCLUDE DETAILED INFORMATION IN THE COVER SHEET, BACKGROUND OF THE ORGANIZATION, FUNDING REQUEST WITH PROJECT DESCRIPTION, EVALUATION, AND OTHER SPECIFIC ATTACHMENTS AS LISTED.FormAndInfoAndMaterialsTxt
Submission DeadlinesSEMI-ANNUAL - BY APRIL 1ST OR OCTOBER 1STSubmissionDeadlinesTxt
Restrictions On AwardsALL AWARDS ARE AT THE SOLE DISCRETION OF THE FOUNDATION BOARD. APPLICANTS MUST BE CLASSIFIED AS TAX-EXEMPT UNDER SECTION 501(C)(3)OF THE INTERNAL REVENUE CODE, AND AS PUBLIC CHARITIES UNDER SECTION 509(A)OF THAT CODE.GRANTS WILL BE CONSIDERED FOR PROJECTS IN THE RANGE OF $1,000-$10,000. THE FOUNDATION DOES NOT FUND INDIVIDUALS, CAPITAL CAMPAIGNS, DEBT REDUCTION OR ANNUAL FUND DRIVES.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Conejo Valley Friendship Circle
30345 Canwood StAgoura HillsCA91301N/APCGeneral & Unrestricted$5,000
Eden Village Camp
3299 Rio Lindo AveHealdsburgCA95448N/APCGeneral & Unrestricted$104
Network for Good
200 JHF DrPittsburghPA15217N/APCGeneral & Unrestricted$41
PEF Israel Endowment Funds Inc
630 Third Street Suite 1501New YorkNY10017N/APCJerusalem Green Fund: Reshit School Project$10,000
Wikimediaorg
1 Montgomery Street Suite 1600San FranciscoCA94104N/APCGeneral & Unrestricted$104
IKAR
910 S Fairfax AveLos AngelesCA90036N/APCGeneral & Unrestricted$5,100
LUPITA PROJECT
3601 Cody ROADSHERMAN OAKSCA91403N/APCGeneral & Unrestricted$1,500
NewGround A Muslim-Jewish Partnersh
1200 West 7th Street Suite 906Los AngelesCA90017N/APCGeneral & Unrestricted$5,000
National MS Society
733 Third Avenue 3rd FloorNew YorkNY10017N/APCGeneral & Unrestricted$100
Shalom Institute Camp and Conferenc
34342 MULHOLLAND HWYMALIBUCA90265N/APCJOFEE Rebuild$5,000
American Friends of Combatants for
PO Box 27671San FranciscoCA94127N/APCGeneral & Unrestricted$1,000
Liberty Hill Foundation
6420 Wilshire Blvd 700Los AngelesCA90048N/APCEJ Champion$5,000
CULTIVALA
1723 James M Wood Blvd Unit 112Los AngelesCA90015N/APCGeneral & Unrestricted$107
FIRST GIVING SELAH Carefarm
PO BOX 9195AustinTX78766N/APCGeneral & Unrestricted$107
FRANKLIN PTA
2400 Montana AveSanta MonicaCA90403N/APCGeneral & Unrestricted$309
GOFUND ME
855 Jefferson Ave PO Box 1329Redwood CityCA94063N/APCGeneral & Unrestricted$58
HAZON
25 Broadway Suite 1700New YorkNY10004N/APCGeneral & Unrestricted$654
JAMAA BIRTH VILLAGE
8 Church StreetFergusonMO63135N/APCGeneral & Unrestricted$100
JUMPSTART
2801 Ocean Park Blvd 348Santa MonicaCA90405N/APCInterfaith Center for Sustainable Development$5,200
ENVIRONMENTAL VOTER PROJECT
55 Court StreetBostonMA02108N/APCGeneral & Unrestricted$100
FOOD WATER ACTION
1616 P St NW Suite 300WashingtonDC20036N/APCGeneral & Unrestricted$100
STL MUTUAL AID
503 Jackson Street 318TampaFL33602N/APCGeneral & Unrestricted$104
THE JEWISH FEDERATION
406 W Shields AveFresnoCA92705N/APCGeneral & Unrestricted$186
THE RAPE FOUNDATION
1223 Wilshire Blvd 140Santa MonicaCA90403N/APCGeneral & Unrestricted$1,500
UNION FOR REFORM JUDAISM
633 3rd Ave Fl 7New YorkNY10017N/APCGeneral & Unrestricted$50
YESHIVAT MAHARAT
3700 Henry Hudson ParkwayBronxNY10463N/APCGeneral & Unrestricted$50
IKAR
910 S Fairfax AveLos AngelesCA90036N/APCBeloved Community Speaker Series: Valerie Kaur$1,500
IKAR
910 S Fairfax AveLos AngelesCA90036N/APCBeloved Community Speaker Series: Andy Lipkis$1,540
PEF Israel Endowment Funds Inc
630 Third Street Suite 1501New YorkNY10017N/APCJerusalem Green Fund, Senior Citizen, Ganim Neighborhood$8,400
PEF Israel Endowment Funds Inc
630 Third Street Suite 1501New YorkNY10017N/APCJerusalem Green Fund$500
PEF Israel Endowment Funds Inc
630 Third Street Suite 1501New YorkNY10017N/APCSELAH - Israel Crisis Management Center$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$68,514TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$13ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,696ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$320ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$14,347ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$22,736ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$22,736TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonLISA AND MAURY FRIEDMANContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line129480 BERTRAND DRIVEAddressLine1Txt
CityAGOURA HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91301ZIPCd
FieldValueIRS element (for citing)
Total Contributions$200,662TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertySECURITIESNoncashPropertyDesc
Fair Market Value$200,662FairMarketValueAmt
Received2020-07-29ReceivedDt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$214$214
DUES & SUBSCRIPTIONS$4,280$4,280
INSURANCE-LIABILITY/GENL$561$561
LICENSES & PERMITS$204$204
POSTAGE & DELIVERY$84$84

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOther Investment IncomeDesc
Revenue And Expenses Per Books-$320RevenueAndExpensesPerBooksAmt
Net Investment Income-$320NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BOOKKEEPING & ADMINISTRATION$25,500$12,750$0$12,750
INVESTMENT MANAGEMENT FEES$1,590$1,590$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXCategoryTxt
Amt$279Amt
Net Investment Income$279NetInvestmentIncomeAmt