ANNE & NATALIO FRIDMAN FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ANNE & NATALIO FRIDMAN FOUNDATION (EIN 52-2357309)
- Tax period
- 2017-06-01 to 2018-05-31
- Filed
- 2018-11-15
- IRS object ID
- 201803199349102255
- Schema version
- 2017v2.3
- 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 Decreases Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-15T11:46:16-05:00 | ReturnTs |
| Tax Period End | 2018-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222189679 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HYMAN AND ASSOCIATES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 580 SYLVAN AVE | AddressLine1Txt |
| City | ENGLEWOOD CLIFFS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 076323116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-06-01 | 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 STE 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 S FRIDMAN | PersonNm |
| Person Title | PRES/TREAS | PersonTitleTxt |
| Phone | 2129062367 | PhoneNum |
| Signature | 2018-10-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HAROLD HYMAN CPA | PreparerPersonNm |
| PTIN | P00537804 | PTIN |
| Phone | 2018710033 | PhoneNum |
| Preparation | 2018-11-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 104.162.211.141 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-15 | IPDt |
| IP Tm | 10:46:16 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 118F46971777E5B36CD8C14F6D1C819F28692AD5 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 118F46971777E5B36CD8C14F6D1C819F28692AD5 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,158,086 | 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 | $70,308 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $70,308 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $70,308 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $64,298 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $64,298 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $64,298 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $386,541 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,262,652 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $386,541 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $141,989 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $521,147 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $521,147 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $276,595 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $11,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,900 | AccountingFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $51,572 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $51,572 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $63,472 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $63,472 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,143,032 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,143,032 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,206,504 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $63,472 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,143,032 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$685,357 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $457,675 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $276,595 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,918,052 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,986,410 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,986,410 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,515,474 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,751,803 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,571,676 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,600,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,600,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,600,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,033,526 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,338,213 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,158,086 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,956 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $1,956 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $10,031,570 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,338,213 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,031,570 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,338,213 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,033,526 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,338,213 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,031,570 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$685,357 | ExcessRevenueOverExpensesAmt |
| Subtotal | $9,346,213 | SubtotalAmt |
| Other Decreases | $8,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,338,213 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (93 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ALLERGAN PLC | P | 2015-08-27 | 2017-06-14 | $3,246 | $4,368 | -$1,122 | -$1,122 |
| DOWDUPOINT INC | P | 2017-01-04 | 2018-04-03 | $19,563 | $17,933 | $1,630 | $1,630 |
| SCHLUMBERGER | P | 2016-02-16 | $25,209 | $27,273 | -$2,064 | -$2,064 | |
| MARTIN MARIETTA MATERIALS | P | 2017-04-18 | 2018-02-06 | $15,553 | $15,866 | -$313 | -$313 |
| CYRUSONE INC | P | 2016-12-28 | 2017-08-24 | $97,362 | $69,405 | $27,957 | $27,957 |
| MYLAN NV SHS | P | 2017-01-11 | 2017-12-12 | $159,762 | $152,511 | $7,251 | $7,251 |
| ICU MED INCORPORATED | P | 2017-12-15 | 2018-02-08 | $61,040 | $62,799 | -$1,759 | -$1,759 |
| ALLERGAN PLC | P | 2016-05-25 | 2017-06-14 | $14,840 | $14,592 | $248 | $248 |
| EDWARDS LIFESCIENCES CORP | P | 2017-11-28 | $39,170 | $29,350 | $9,820 | $9,820 | |
| UNITED RENTALS | P | 2016-08-03 | 2017-06-22 | $4,150 | $2,838 | $1,312 | $1,312 |
| SECTOR SPOR TR | P | 2017-06-22 | 2018-01-11 | $17,013 | $15,939 | $1,074 | $1,074 |
| CYRUSONE INC | P | 2017-07-14 | 2017-08-29 | $58 | $53 | $5 | $5 |
| AVNET INC | P | 2017-09-15 | 2017-12-13 | $2 | $2 | ||
| SVB FINL GROUP | P | 2017-12-13 | 2018-02-08 | $61,601 | $62,897 | -$1,296 | -$1,296 |
| ALLERGAN PLC | P | 2016-06-03 | 2017-06-14 | $8,116 | $11,891 | -$3,775 | -$3,775 |
| P | 2013-09-05 | 2017-10-30 | $12,372 | $2,945 | $9,427 | $9,427 | |
| UNITED RENTALS | P | 2016-07-20 | 2017-11-02 | $20,048 | $10,447 | $9,601 | $9,601 |
| UNITED RENTALS | P | 2016-07-20 | 2017-06-22 | $709 | $488 | $221 | $221 |
| ARRIS INT'L INC | P | 2017-08-24 | 2017-09-11 | $58,133 | $58,219 | -$86 | -$86 |
| CARILLON COUGAR | P | 2017-03-28 | 2017-12-13 | $157,927 | $142,845 | $15,082 | $15,082 |
| PROPERTO HLDG CORP | P | 2018-02-15 | 2018-04-24 | $72,979 | $63,564 | $9,415 | $9,415 |
| ALPHABET INC | P | 2013-03-05 | 2017-10-30 | $16,506 | $6,702 | $9,804 | $9,804 |
| JOHNSON & JOHNSON | P | 2016-06-28 | 2018-04-12 | $17,686 | $15,862 | $1,824 | $1,824 |
| UNITED RENTALS | P | 2016-08-23 | 2017-11-02 | $13,365 | $7,587 | $5,778 | $5,778 |
| VANGUARD | P | 2016-12-09 | 2017-06-14 | $34,501 | $33,281 | $1,220 | $1,220 |
| MAIDEN HOLDINGS | P | 2017-08-11 | 2017-09-27 | $30,354 | $28,674 | $1,680 | $1,680 |
| CARILLON COUGAR | P | 2017-05-23 | 2017-12-13 | $110,179 | $101,600 | $8,579 | $8,579 |
| AMAZON | P | 2015-12-01 | 2018-04-03 | $23,710 | $11,549 | $12,161 | $12,161 |
| LAM RESH CORP | P | $29,604 | $13,843 | $15,761 | $15,761 | ||
| UNITED HEALTH GRP | P | 2016-12-30 | 2018-04-12 | $5,614 | $4,000 | $1,614 | $1,614 |
| APPLE INC | P | 2014-02-07 | 2018-01-17 | $18,416 | $7,825 | $10,591 | $10,591 |
| LOCORR MARKET | P | 2017-06-12 | 2017-09-28 | $18,868 | $20,000 | -$1,132 | -$1,132 |
| TECHNOLOGIES HLDGS | P | 2017-12-15 | 2018-01-11 | $76,225 | $62,489 | $13,736 | $13,736 |
| APPLE INC | P | 2010-04-05 | 2017-10-30 | $18,321 | $3,733 | $14,588 | $14,588 |
| LOCKHEAD MARTIN CORP | P | $32,957 | $20,582 | $12,375 | $12,375 | ||
| US BANKCORP | P | 2016-07-21 | 2018-01-11 | $16,163 | $11,994 | $4,169 | $4,169 |
| HOME DEPOT | P | 2012-02-08 | 2018-01-17 | $35,304 | $8,052 | $27,252 | $27,252 |
| LOCORR MARKET | P | 2017-06-13 | 2017-09-28 | $75,613 | $80,000 | -$4,387 | -$4,387 |
| SERVICENOW INC | P | 2017-12-15 | 2018-01-22 | $68,952 | $62,829 | $6,123 | $6,123 |
| APPLE INC | P | 2010-04-05 | 2018-05-01 | $13,161 | $2,647 | $10,514 | $10,514 |
| MARKETAXESS HLDGS | P | 2015-07-09 | $27,534 | $14,477 | $13,057 | $13,057 | |
| WALT DISNEY | P | 2018-01-11 | $16,572 | $16,850 | -$278 | -$278 | |
| MCDONALDS CORP | P | 2012-02-03 | 2018-01-17 | $5,749 | $3,289 | $2,460 | $2,460 |
| LOCORR MARKET | P | 2017-06-28 | 2017-09-28 | $47,127 | $50,000 | -$2,873 | -$2,873 |
| PROPERTO HLDG CORP | P | 2017-12-15 | 2018-01-24 | $72,560 | $62,377 | $10,183 | $10,183 |
| BERKSHIRE HATHAWAY | P | 2013-10-29 | 2018-04-12 | $26,680 | $15,687 | $10,993 | $10,993 |
| MARTIN MARIETTA MATERIALS | P | 2016-07-20 | $22,318 | $21,876 | $442 | $442 | |
| ACLITY BRANDS INC | P | 2016-07-11 | 2017-06-14 | $7,279 | $11,075 | -$3,796 | -$3,796 |
| MCDONALDS CORP | P | 2012-08-14 | 2018-01-17 | $8,536 | $4,319 | $4,217 | $4,217 |
| MAIDEN HOLDINGS LTD | P | 2017-08-11 | 2017-09-28 | $30,554 | $28,675 | $1,879 | $1,879 |
| ALASKA AIR GROUP INC | P | 2017-12-13 | 2018-01-25 | $56,210 | $62,132 | -$5,922 | -$5,922 |
| CABOT OIL | P | 2013-05-23 | 2017-10-30 | $13,186 | $17,439 | -$4,253 | -$4,253 |
| MASTERCARD | P | $28,678 | $6,798 | $21,880 | $21,880 | ||
| ACLITY BRANDS INC | P | 2016-11-07 | 2017-06-14 | $12,953 | $16,545 | -$3,592 | -$3,592 |
| HALLIBURTON CO | P | 2017-12-07 | $39,040 | $31,338 | $7,702 | $7,702 | |
| O'REILLY AUTOMOTIVE | P | 2017-01-23 | 2017-12-05 | $94,451 | $99,740 | -$5,289 | -$5,289 |
| BROADCOM LTD | P | 2017-12-13 | 2018-02-01 | $60,355 | $65,670 | -$5,315 | -$5,315 |
| CABOT OIL | P | 2013-05-23 | 2018-04-04 | $12,368 | $18,985 | -$6,617 | -$6,617 |
| MICROCHIP TECHNOLOGY | P | 2013-03-27 | 2018-01-11 | $22,645 | $10,101 | $12,544 | $12,544 |
| AMERICAN EXPRESS CO | P | 2017-01-12 | 2017-11-02 | $40,456 | $32,114 | $8,342 | $8,342 |
| UNITEDHEALTH GROUP | P | 2017-03-21 | 2017-06-23 | $185 | $170 | $15 | $15 |
| HALLIBURTON CO | P | 2017-12-07 | $571 | $626 | -$55 | -$55 | |
| BROADCOM LTD | P | 2017-12-29 | 2018-02-01 | $241 | $260 | -$19 | -$19 |
| CABOT OIL | P | 2016-06-21 | 2018-04-04 | $9,932 | $10,817 | -$885 | -$885 |
| NEWELL BRANDS INC | P | 2017-11-28 | $21,151 | $33,956 | -$12,805 | -$12,805 | |
| CONAGRA BRANDS | P | 2016-10-13 | 2017-09-20 | $10,319 | $11,116 | -$797 | -$797 |
| UNITEDHEALTH GROUP | P | 2017-01-19 | 2017-06-23 | $92,608 | $79,257 | $13,351 | $13,351 |
| WINTRUST FINL CORP | P | 2017-12-07 | $122,007 | $101,505 | $20,502 | $20,502 | |
| BROADCOM LTD | P | 2017-12-29 | 2018-02-02 | $162 | $177 | -$15 | -$15 |
| CME GROUP | P | 2014-12-23 | 2018-01-11 | $15,746 | $9,612 | $6,134 | $6,134 |
| NEXTERA ENERGY INC | P | 2015-08-12 | 2018-01-11 | $6,616 | $4,765 | $1,851 | $1,851 |
| DFA US CORE | P | 2017-06-15 | 2018-04-05 | $4,285 | $3,931 | $354 | $354 |
| UNITEDHEALTH GROUP | P | 2017-03-21 | 2017-06-26 | $155 | $142 | $13 | $13 |
| HALLIBURTON CO | P | 2017-09-27 | 2017-12-08 | $25 | $26 | -$1 | -$1 |
| CONTINENTAL RESOURCES INC | P | 2017-12-13 | 2018-02-08 | $64,632 | $62,315 | $2,317 | $2,317 |
| CME GROUP | P | 2015-01-23 | 2018-01-11 | $17,428 | $10,129 | $7,299 | $7,299 |
| NORTHROP GRUMMAN CORP | P | $45,617 | $26,749 | $18,868 | $18,868 | ||
| LAM RESH CORP | P | 2016-06-27 | 2017-06-14 | $19,754 | $10,216 | $9,538 | $9,538 |
| EAGLE TACTICAL ALLOC FD | P | 2017-03-28 | 2017-08-18 | $59,000 | $57,155 | $1,845 | $1,845 |
| WINTRUST FINL CORP | P | 2017-11-24 | 2017-12-08 | $33 | $31 | $2 | $2 |
| FLIR SYSTEMS INC | P | 2017-12-13 | 2018-02-08 | $62,711 | $62,917 | -$206 | -$206 |
| CONAGRA BRANDS | P | $35,911 | $34,687 | $1,224 | $1,224 | ||
| OLD DOMINION FREIGHT | P | 2013-11-19 | $21,710 | $8,302 | $13,408 | $13,408 | |
| LAM RESH CORP | P | 2016-07-11 | 2017-06-14 | $11,575 | $6,496 | $5,079 | $5,079 |
| CYRUSONE INC | P | 2016-12-28 | 2017-08-22 | $26,271 | $19,009 | $7,262 | $7,262 |
| AVNET INC | P | 2017-12-12 | $79,580 | $98,176 | -$18,596 | -$18,596 | |
| FASTENAL COMPANY | P | 2017-12-12 | 2018-02-08 | $63,434 | $63,771 | -$337 | -$337 |
| DFA US CORE | P | 2018-04-05 | $124,573 | $108,453 | $16,120 | $16,120 | |
| ROSS STORES | P | 2016-01-23 | 2018-01-11 | $23,728 | $13,729 | $9,999 | $9,999 |
| LAS VEGAS SANDS CORP | P | 2017-01-12 | 2018-01-11 | $20,129 | $15,819 | $4,310 | $4,310 |
| CYRUSONE INC | P | 2017-08-24 | $1,860 | $1,634 | $226 | $226 | |
| BANK OF THE OZARKS | P | 2017-12-12 | $85,695 | $98,555 | -$12,860 | -$12,860 | |
| FIRST HORIZON NATL CORP | P | 2017-12-12 | 2018-02-08 | $60,095 | $62,647 | -$2,552 | -$2,552 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $386,541 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $141,989 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $206,973 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,320,389 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.020055 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $227,244 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,186,004 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.022309 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,190,777 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,827,201 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.109980 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $276,544 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $11,227,879 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.024630 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $182,171 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $11,020,374 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.016530 | DistributionYr5Rt |
| Total Distribution | 0.193504 | TotalDistributionRt |
| Average Distribution | 0.038701 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $10,173,950 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $393,742 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,577 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $398,319 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,143,032 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $4,577 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,577 | SubtotalAmt |
| Tax Based On Investment Income | $4,577 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,127 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $7,127 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,550 | OverpaymentAmt |
| Applied To ES Tax | $2,550 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | 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 AVE APT 10-S | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10028 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
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 | 000.00 | $0 | $0 | $0 |
| ANNE H FRIDMAN | ||||||||
| 993 PARK AVENUE APT 10S | NEW YORK | NY | 10028 | SECRETARY | 000.00 | $0 | $0 | $0 |
| DAVID M FRIDMAN | ||||||||
| 993 PARK AVENUE APT 10S | NEW YORK | NY | 10028 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,975,647 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,353,236 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,328,883 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $10,328,883 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $154,933 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,173,950 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $508,698 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $508,698 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,577 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,577 | TotalTaxAmt |
| Distributable Before Adj | $504,121 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $504,121 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $504,121 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,143,032 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,143,032 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,577 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,138,455 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $504,121 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $235,562 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,143,032 | QualifyingDistributionsAmt |
| Applied To Year1 | $235,562 | AppliedToYear1Amt |
| Applied To Current Year | $504,121 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $403,349 | RemainingDistriFromCorpusAmt |
| Total Corpus | $403,349 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $403,349 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $403,349 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| ALAN T BROWN FOUNDATION | ||||||
| 19 W 44TH ST STE 1519 | NEW YORK | NY | 10036 | CHARITABLE | $250 | |
| AMERICAN COMM FOR SHAARE ZEDEK | ||||||
| 55 WEST 39TH ST | NEW YORK | NY | 10018 | CHARITABLE | $500 | 4TH FL |
| AMERICAN DIABETES ASSOC | ||||||
| 1701 N BEAUREGARD ST | ALEXANDRIA | VA | 22311 | CHARITABLE | $200 | |
| AMERICAN FRIENDS OF NISHMAT | ||||||
| ONE UNIVERSITY PLAZA | HACKENSACK | NJ | 07601 | CHARITABLE | $2,750 | SUITE 121 |
| AMERICAN SOCIETY FOR YAD VASHEM | ||||||
| 500 FIFTH AVE | NEW YORK | NY | 10110 | CHARITABLE | $2,500 | 42FL |
| AMIT CHILDREN INC | ||||||
| 817 BROADWAY | NEW YORK | NY | 10003 | CHARITABLE | $6,110 | |
| ARIEL AMERICAN FRIENDS OF MIDRASHA | ||||||
| 275 MADISON AVE | NEW YORK | NY | 10016 | CHARITABLE | $60,000 | SUITE 701 |
| BIKUR CHOLIM OF MANHATTAN | ||||||
| 180 RIVERSIDE DR | NEW YORK | NY | 10024 | CHARITABLE | $250 | SUITE 3B |
| CSTTJC | ||||||
| 550 EMPIRE BLVD | BROOKLYN | NY | 11225 | CHARITABLE | $100 | |
| CANCER CARE | ||||||
| 275 SEVENTH AVE FL 22 | NEW YORK | NY | 10001 | CHARITABLE | $100 | |
| CHABAD LUBAVITCH MIDTOWN MANHATTAN | ||||||
| 509 FIFTH AVE | NEW YORK | NY | 10017 | CHARITABLE | $750 | |
| CONGREGATION KEHILATH JESHURUN | ||||||
| 125 E 85TH ST | NEW YORK | NY | 10028 | CHARITABLE | $9,138 | |
| CONGREGATION ORACH CHAIM | ||||||
| 1002 AVENUE M | BROOKLYN | NY | 11230 | CHARITABLE | $371 | |
| CONGREGATION SHEARITH ISRAEL | ||||||
| 2 WEST 70TH ST | NEW YORK | NY | 10023 | CHARITABLE | $2,875 | |
| CSC REPERTORY LTD | ||||||
| 136 E 13TH ST | NEW YORK | NY | 10003 | CHARITABLE | $368 | |
| FIFTH AVENUE SYNAGOGUE | ||||||
| 5 EAST 62ND ST | NEW YORK | NY | 10065 | CHARITABLE | $2,000 | |
| JEWISH COMMUNAL FUND | ||||||
| 575 MADISON AVE | NEW YORK | NY | 10022 | CHARITABLE | $1,000,000 | SUITE 703 |
| JEWISH CTR OF ATLANTIC BEACH | ||||||
| 100 NASSAU AVE | ATLANTIC BEACH | NY | 11509 | CHARITABLE | $3,805 | |
| KEHILATH JESHURUN BENEV F | ||||||
| 125 E 85TH ST | NEW YORK | NY | 10028 | CHARITABLE | $18,980 | |
| KEREN OR INC | ||||||
| 350 SEVENTH AVE | NEW YORK | NY | 10001 | CHARITABLE | $350 | SUITE 701 |
| LIDO BEACH SYNAGOGUE | ||||||
| 1 FAIRWAY ROAD | LIDO BEACH | NY | 11561 | CHARITABLE | $2,400 | |
| MANHATTAN JEWISH EXPERIENCE | ||||||
| 131 W 86TH ST | NEW YORK | NY | 10024 | CHARITABLE | $600 | |
| MIDDLE EAST MEDIA RESEARCH INSTIT | ||||||
| PO BOX 27837 | WASHINGTON | DC | 20038 | CHARITABLE | $2,000 | |
| MISASKIM CORP | ||||||
| 5805 16TH AVE | BROOKLYN | NY | 11204 | CHARITABLE | $200 | |
| NETWORK FOR GOOD INC | ||||||
| 1140 CONNECTICUT AVE | WASHINGTON | DC | 20036 | CHARITABLE | $124 | NW STE 700 |
| NJOP | ||||||
| 989 SIXTH AVE | NEW YORK | NY | 10018 | CHARITABLE | $750 | 10 FL |
| PURIM PROJECT INC | ||||||
| 1447 51ST ST | BROOKLYN | NY | 11219 | CHARITABLE | $1,725 | |
| RAMAZ SCHOOL | ||||||
| 125 E 85TH ST | NEW YORK | NY | 10028 | CHARITABLE | $12,286 | |
| SHARSHERET INC | ||||||
| 1086 TEANECK RD | TEANECK | NJ | 07666 | CHARITABLE | $180 | SUITE 2G |
| SINAI SPECIAL NEEDS INSTITUTE | ||||||
| 240 FRISCH CT | PARAMUS | NJ | 07652 | CHARITABLE | $100 | STE 100 |
| THE FACIAL PAIN ASSOCIATION INC | ||||||
| 408 W UNIVERSITY AVE | GAINESVILLE | FL | 32601 | CHARITABLE | $100 | STE 602 |
| UJA FEDERATION OF NY | ||||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | CHARITABLE | $5,970 | |
| UPPER EAST SIDE HATZOLAH | ||||||
| 125 E 85TH ST | NEW YORK | NY | 10028 | CHARITABLE | $1,800 | |
| WOMENS INTL ZIONIST ORG USA | ||||||
| 950 THIRD AVE | NEW YORK | NY | 10022 | CHARITABLE | $400 | SUITE 2803 |
| YESHIVA UNIVERSITY | ||||||
| 500 WEST 185TH ST | NEW YORK | NY | 10033 | CHARITABLE | $3,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,143,032 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $70,308 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $64,298 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $386,541 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $134,606 | ExclusionAmt |
| Related Or Exempt Function Incm | $386,541 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $521,147 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $11,900 | Amt |
| Net Investment Income | $11,900 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $3,751,803 | EOYBookValueAmt |
| EOYFMV | $4,571,676 | EOYFMVAmt |
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 | $1,600,000 | BookValueAmt |
| EOYFMV | $1,600,000 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX | Desc |
| Amt | $8,000 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| FILING FEES | $775 | $775 |
| BANK CHARGES/MISC | $7 | $7 |
| INVESTMENT MGMT FEES | $50,790 | $50,790 |