GERALD J & DOROTHY R FRIEDMAN: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- GERALD J & DOROTHY R FRIEDMAN (EIN 65-0416767)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-15
- IRS object ID
- 201801359349104055
- Schema version
- 2016v3.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-15T17:30:55-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 AVENUE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650416767 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GERALD J & DOROTHY R FRIEDMAN | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GERA | BusinessNameControlTxt |
| Phone | 2122970400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O COHNreznick LLP 1301 6TH AVE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | jane friedman | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 2122970400 | PhoneNum |
| Signature | 2018-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHANIE PERVEZ | PreparerPersonNm |
| PTIN | P01069236 | PTIN |
| Phone | 2122970400 | PhoneNum |
| Preparation | 2018-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,768,634 | 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 |
| Dividends Rev And Expnss | $225,336 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $225,336 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $199,636 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,332,158 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $199,636 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $424,972 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $424,972 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $72,572 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $64,541 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $62,666 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,294 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,294 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,679 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $356 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $160,086 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $73,460 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,856 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,130,583 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,130,583 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,290,669 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $73,460 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,135,439 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,865,697 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $351,512 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $779,638 | CashBOYAmt |
| Cash EOY | $128,158 | CashEOYAmt |
| Cash EOYFMV | $128,158 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $390,000 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $100,000 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $99,613 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $183,455 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $183,455 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $183,455 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $1,813,317 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,788,743 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,173,370 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,198,924 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,141,596 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,130,723 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $79,085 | CorporateBondsBOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $53,315 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $53,315 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $9,260,964 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,395,267 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,768,634 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,093,552 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,093,552 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $7,167,412 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,301,715 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,260,964 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,395,267 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,260,964 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,395,267 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,260,964 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,865,697 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,395,267 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,395,267 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | publicly traded securities | PropertyDesc |
| Gross Sales Price | $3,332,158 | GrossSalesPriceAmt |
| Cost Or Other Basis | $3,132,522 | CostOrOtherBasisAmt |
| Gain Or Loss | $199,636 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $199,636 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $199,636 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,398,161 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,545,996 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.121095 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $719,514 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $12,577,773 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.057205 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $486,473 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $12,272,396 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.039640 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,686,099 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $12,344,925 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.136582 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $678,083 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $12,163,871 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.055746 | DistributionYr5Rt |
| Total Distribution | 0.410268 | TotalDistributionRt |
| Average Distribution | 0.082054 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $10,424,771 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $855,394 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,515 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $858,909 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,188,754 | 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 | $3,515 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,515 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,515 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $47,870 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $47,870 | TotalPaymentsAndCreditsAmt |
| Overpayment | $44,355 | OverpaymentAmt |
| Applied To ES Tax | $44,355 | 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 |
| 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 | COHNREZNICK LLP | IndividualWithBooksNm |
| Phone | 2122970400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 avenue of the americas | AddressLine1Txt |
| City | new york | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| JANE FRIEDMAN CO COHNREZNICK LLP | ||||||||
| 1301 6TH AVENUE | NEW YORK | NY | 10019 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| GEORGE SERRANO CO COHNreznick LLP | ||||||||
| 1301 6TH AVENUE | NEW YORK | NY | 10019 | SECRETARY & TREASURER | 2.00 | $0 | $0 | $0 |
| JUDITH KENNEDY CO COHNreznick LLP | ||||||||
| 1301 6TH AVENUE | NEW YORK | NY | 10019 | VICE-PRESIDENT | 1.00 | $0 | $0 | $0 |
| SUSAN THOMASES CO COHNreznick LLP | ||||||||
| 1301 6TH AVENUE | NEW YORK | NY | 10019 | EXECUTIVE VICE-PRESIDENT | 1.00 | $0 | $0 | $0 |
| MARK SATLOF CO COHNreznick LLP | ||||||||
| 1301 6TH AVENUE | NEW YORK | NY | 10019 | VICE-PRESIDENT | 1.00 | $0 | $0 | $0 |
| JENNIFER GERSON CO COHNreznick LLP | ||||||||
| 1301 6TH AVENUE | NEW YORK | NY | 10019 | VICE-PRESIDENT | 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN STANLEY SMITH BARNEY LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 E RIDGEWOOD AVE 5TH FL N TWR | AddressLine1Txt |
| City | PARAMUS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07652 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISOR | ServiceTypeTxt |
| Compensation | $59,528 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $10,060,155 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $470,054 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $53,315 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,583,524 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,583,524 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $158,753 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,424,771 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $521,239 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $521,239 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,515 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,515 | TotalTaxAmt |
| Distributable Before Adj | $517,724 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $517,724 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $517,724 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,135,439 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $53,315 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $2,188,754 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,515 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,185,239 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $517,724 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $79,618 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,080,908 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $106,900 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $839,321 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,106,747 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,188,754 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $517,724 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,671,030 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,777,777 | 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 | $79,618 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,698,159 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,080,908 | ExcessFromYear4Amt |
| Excess From Year2 | $106,900 | ExcessFromYear2Amt |
| Excess From Year1 | $839,321 | ExcessFromYear1Amt |
| Excess From Current Year | $1,671,030 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JANE FRIEDMAN CO COHNREZNICK LLP | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 24 bond arts center inc | ||||||
| 24 bond street | new YORK | NY | 10012 | pc | an unrestricted grant to further the donee's exempt purpose | $6,500 |
| bowery arts & science | ||||||
| 310 bowery 2nd floor | new YORK | NY | 10012 | PC | An unrestricted grant to further the donee's exempt purpose. | $173,600 |
| brotherhood synagogue | ||||||
| 28 gramercy park s | new YORK | NY | 10003 | pc | an unrestricted grant to further the donee's exempt purpose | $10,000 |
| callen-lorde community health center | ||||||
| 356 west 18th st | new YORK | NY | 10011 | pc | an unrestricted grant to further the donee's exempt purpose | $30,000 |
| caribbeing inc | ||||||
| 354 e 25th st | brooklyn | NY | 11226 | pc | an unrestricted grant to furthe the donee's exempt purpose | $10,000 |
| center for food safety | ||||||
| 660 Pennsylvania Ave SE Ste 302 | washington | DC | 20003 | pc | an unrestricted grant to further the donee's exempt purpose | $25,000 |
| citymeals-on-wheels | ||||||
| 355 lexington ave 3rd fl | new YORK | NY | 10017 | pc | an unrestricted grant to further the donee's exempt purpose | $3,000 |
| Dixon Place - Performance Theater | ||||||
| 161 Chrystie St | neW YORK | NY | 10002 | PC | An unrestricted grant to further the donee's exempt purpose. | $30,000 |
| downtown music productions | ||||||
| 310 east 12th street | new YORK | NY | 10003 | PC | an unrestricted grant to further the donee's exempt purpose | $10,000 |
| fortune society inc | ||||||
| 29-76 norther boulevard | long island city | NY | 11101 | pc | an unrestricted grant to further the donee's exempt purpose | $10,000 |
| hebrew free burial association | ||||||
| 125 maiden lane unit 5b | new YORK | NY | 10038 | pc | an unrestricted grant to further the donee's exempt purpose | $10,000 |
| howl arts inc | ||||||
| 6 EAST 1ST STREET | neW YORK | NY | 10003 | PF | An unrestricted grant to further the donee's exempt purpose. | $865,000 |
| la mama EXPERIMENTAL THEATRE CLUB INC | ||||||
| 74A east 4th street | neW YORK | NY | 10003 | PC | An unrestricted grant to further the donee's exempt purpose. | $537,750 |
| lenox hill hospital | ||||||
| 972 brush hollow road suite 5th fl | westbury | NY | 11590 | pc | an unrestricted grant to further the donee's exempt purpose | $18,629 |
| luciente inc | ||||||
| po box 607 | abiquiu | NM | 87510 | PC | an unrestricted grant to further the donee's exempt purpose | $25,000 |
| movement research inc | ||||||
| 55 Avenue C | new YORK | NY | 10009 | pc | An unrestricted grant to further the donee's exempt purpose | $5,000 |
| museum of contemporary african diasporian arts | ||||||
| 80 hanson place | brooklyn | NY | 11217 | PC | an unrestricted grant to further the donee's exempt purpose | $10,000 |
| new mexico community foundation | ||||||
| 502 w cordova Rd ste 1 | santa fe | NM | 87505 | pc | an unrestricted grant to further the donee's exempt purpose | $30,000 |
| new york city community garden coalition inc | ||||||
| 232 e 11th st | new YORK | NY | 10003 | pc | an unrestricted grant to further the donee's exempt purpose | $6,100 |
| new york city gay and lesbian anti-violence project inc | ||||||
| 116 nassau street 3rd floor | new YORK | NY | 10038 | pc | an unrestricted grant to further the donee's exempt purpose | $25,000 |
| new york shakespeare festival | ||||||
| 425 layetette st | new YORK | NY | 10003 | pc | an unrestricted grant to further the donee's exempt purpose | $20,000 |
| rosie's theatre kids | ||||||
| 1500 broadway ste 1710 | nEW YORK | NY | 10036 | PC | An unrestricted grant to further the donee's exempt purpose. | $54,000 |
| sandager presentations | ||||||
| 5600 Wyoming BOULEVARD NE Ste 180 | albuquerque | NM | 87109 | pc | an unrestricted grant to further the donee's exempt purpose | $5,000 |
| THE ACTORS FUND OF AMERICA | ||||||
| 729 7TH AVE 10TH FL | NEW YORK | NY | 10019 | PC | An unrestricted grant to further the donee's exempt purpose. | $46,770 |
| the jewish foundation for the righteous inc | ||||||
| 305 seventh ave 19th fl | new YORK | NY | 10001 | pc | an unrestricted grant to further the donee's exempt purpose | $10,000 |
| the kristen ann carr fund | ||||||
| 150 broadway | new YORK | NY | 10038 | pc | an unrestricted grant to further the donee's exempt purpose | $5,000 |
| the new american cinema group inc | ||||||
| 475 park avenue south 6th floor | new YORK | NY | 10016 | pc | An unrestricted grant to further the donee's exempt purpose. | $10,000 |
| the poetry project limited | ||||||
| 131 e 10th street | nEW YORK | NY | 10003 | PC | An unrestricted grant to further the donee's exempt purpose. | $33,000 |
| the vangeline theater | ||||||
| 47 2nd street | brooklyn | NY | 11231 | PC | An unrestricted grant to further the donee's exempt purpose. | $10,500 |
| three jewels outreach center | ||||||
| 61 4th ave fl 3 | new york | NY | 10003 | PC | an unrestricted grant to further the donee's exempt purpose | $10,000 |
| TUFTS UNIVERSITY | ||||||
| 80 George Street | Medford | MA | 02155 | PC | an unrestricted grant to further the donee's exempt purpose | $65,734 |
| tweed theatre works | ||||||
| 332 bleecker street suite g-36 | nEW YORK | NY | 10014 | PC | an unrestricted grant to further the donee's exempt purpose | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,130,583 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $225,336 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $199,636 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $424,972 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $424,972 | TotalIncomeProducingActyAmt |
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 | cohnreznick llp | CategoryTxt |
| Amt | $9,000 | Amt |
| Net Investment Income | $4,500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,500 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| HOWL ARTS INC | ||||||||||
| 6 EAST 1ST STREET | NEW YORK | NY | 10003 | 2016-12-06 | $65,000 | an unrestricted grant to further the donee's exempt purpose. | $65,000 | 02/23/18 | 2018-02-23 | THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE. |
| hoWL ARTS INC | ||||||||||
| 6 EAST 1ST STREET | neW YORK | NY | 10003 | 2016-12-21 | $200,000 | an unrestricted grant to further the donee's exempt purpose. | $200,000 | 02/23/18 | 2018-02-23 | THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE. |
| hoWL ARTS INC | ||||||||||
| 6 EAST 1ST STREET | new YORK | NY | 10003 | 2017-03-17 | $200,000 | an unrestricted grant to further the donee's exempt purpose. | $200,000 | 02/23/18 | 2018-02-23 | THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE. |
| howL ARTS INC | ||||||||||
| 6 EAST 1ST STREET | nEW YORK | NY | 10003 | 2017-06-21 | $200,000 | an unrestricted grant to further the donee's exempt purpose. | $200,000 | 02/23/18 | 2018-02-23 | THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE. |
| HOWL ARTS INC | ||||||||||
| 6 EAST 1ST STREET | NEW YORK | NY | 10003 | 2016-08-17 | $100,000 | an unrestricted grant to further the donee's exempt purpose. | $100,000 | 02/23/18 | 2018-02-23 | THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE. |
| HOWL ARTS INC | ||||||||||
| 6 EAST 1ST STREET | NEW YORK | NY | 10003 | 2016-10-23 | $100,000 | an unrestricted grant to further the donee's exempt purpose. | $100,000 | 02/23/18 | 2018-02-23 | THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE. |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED SECURITIES | StockNm |
| EOY Book Value | $5,141,596 | EOYBookValueAmt |
| EOYFMV | $6,130,723 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,788,743 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $3,173,370 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| howard hershberg | $9,132 | $0 | $0 | $0 |
| dechert llp | $63,440 | $0 | $0 | $0 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ARTWORK | Desc |
| EOY Book Value | $53,315 | EOYBookValueAmt |
| EOYFMV | $53,315 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| filing fees | $356 | $0 | $0 | $356 |
| development fee - online platform | $7,200 | $0 | $0 | $0 |
| MISCELLANEOUS EXPENSE | $123 | $0 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| consulting | $1,875 | $0 | $0 | $0 |
| Morgan Stanley Smith Barney LLC | $59,528 | $59,528 | $0 | $0 |
| first Republic | $3,138 | $3,138 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | foreign taxes | CategoryTxt |
| Amt | $6,294 | Amt |
| Net Investment Income | $6,294 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |