BRIAN P FRIEDMAN FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BRIAN P FRIEDMAN FAMILY FOUNDATION INC (EIN 13-3705915)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202543219349102744
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T11:05:23-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 872525370 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 JERICHO QUADRANGLE SUITE 342 | AddressLine1Txt |
| City | JERICHO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11753 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133705915 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIAN P FRIEDMAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRIA | BusinessNameControlTxt |
| Phone | 2122841701 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 COVE HOLLOW FARM ROAD | AddressLine1Txt |
| City | EAST HAMPTON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11937 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN P FRIEDMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2122841701 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MINDY BORROK | PreparerPersonNm |
| PTIN | P01340806 | PTIN |
| Phone | 5169313100 | PhoneNum |
| Preparation | 2025-11-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $18,923,540 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,722,507 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $372,274 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $372,274 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $17,687,831 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $20,882,397 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $17,687,831 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,872 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,872 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $23,785,484 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $18,062,977 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Interest Rev And Expnss | $190 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,256 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $780 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $30 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $750 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,226 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $30 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $750 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,070,842 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,070,842 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,079,068 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $30 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,071,592 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $19,706,416 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $18,062,947 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $54,615 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,119,850 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,119,850 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,425,285 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,535,727 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,042,279 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,142,634 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,931,841 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,603,468 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $430,071 | OtherAssetsBOYAmt |
| Other Assets EOY | $157,943 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $157,943 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,052,605 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,745,361 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,923,540 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,052,605 | RetainedEarningBOYAmt |
| Retained Earning EOY | $18,745,361 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,052,605 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,745,361 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,052,605 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,745,361 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,052,605 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $19,706,416 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $23,759,021 | SubtotalAmt |
| Other Decreases | $5,013,660 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $18,745,361 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $20,857,090 | $3,194,566 | $17,662,524 | $17,662,524 |
| ADDITIONAL GAIN ON REDEMPTION OF LANX | $25,307 | $25,307 | $25,307 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $17,687,831 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $251,075 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $251,075 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $251,075 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $244,770 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $15,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $259,770 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $8,695 | OverpaymentAmt |
| Applied To ES Tax | $8,695 | 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 | BRIAN P FRIEDMAN | IndividualWithBooksNm |
| Phone | 2122841701 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 520 MADISON AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| BRIAN P FRIEDMAN | ||||||||
| 7 COVE HOLLOW FARM ROAD | EAST HAMPTON | NY | 11937 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| DANIEL FRIEDMAN | ||||||||
| 7 COVE HOLLOW FARM ROAD | EAST HAMPTON | NY | 11937 | TREASURER | 1.00 | $0 | $0 | $0 |
| JULIA FRIEDMAN | ||||||||
| 7 COVE HOLLOW FARM ROAD | EAST HAMPTON | NY | 11937 | SECRETARY | 1.00 | $0 | $0 | $0 |
| SUZANNE F PECK | ||||||||
| 7 COVE HOLLOW FARM ROAD | EAST HAMPTON | NY | 11937 | 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 |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $16,499,298 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,892,359 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,391,657 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $20,391,657 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $305,875 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,085,782 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,004,289 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,004,289 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $251,075 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $251,075 | TotalTaxAmt |
| Distributable Before Adj | $753,214 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $753,214 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $753,214 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,071,592 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,071,592 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $753,214 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $407,217 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $129,891 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $740,498 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,516,255 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,089,582 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,883,443 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,071,592 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $753,214 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,318,378 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $8,201,821 | 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 | $407,217 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,794,604 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $129,891 | ExcessFromYear4Amt |
| Excess From Year3 | $740,498 | ExcessFromYear3Amt |
| Excess From Year2 | $2,516,255 | ExcessFromYear2Amt |
| Excess From Year1 | $1,089,582 | ExcessFromYear1Amt |
| Excess From Current Year | $3,318,378 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BRIAN P FRIEDMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ACKERMAN INSTITUTE FOR THE FAMILY | |||||||
| 936 BROADWAY 2ND FL | NEW YORK | NY | 10010 | PC | GENERAL SUPPORT | $50,000 | |
| ALBERT EINSTEIN COLLEGE | |||||||
| 1300 MORRIS PARK AVE | BRONX | NY | 10461 | PC | GENERAL SUPPORT | $10,000 | |
| ALEF ET PRESCHOOL | |||||||
| 1766 2ND AVE | NEW YORK | NY | 10128 | PC | GENERAL SUPPORT | $5,000 | |
| AMERICAN FRIENDS OF LATET | |||||||
| 333 WESTCHESTER AVE SOUTH BLDG STE | WHITE PLAINSNY | NY | 10604 | PC | GENERAL SUPPORT | $18,000 | 210 |
| ASIAN AMERICAN FOUNDATION | |||||||
| 20018 CHATEAU BEND DR | KATY | TX | 77450 | PC | GENERAL SUPPORT | $5,000 | |
| BEIT RUTH | |||||||
| 150 GREENWICH ST 29TH FL | NEW YORK | NY | 10007 | PC | GENERAL SUPPORT | $5,000 | |
| BOYS CLUB OF AMERICA | |||||||
| 91 5TH AVE 7TH FLOOR | NEW YORK | NY | 10003 | PC | GENERAL SUPPORT | $10,000 | |
| CANCER CARE | |||||||
| 275 7TH AVENUE | NEW YORK | NY | 10001 | PC | GENERAL SUPPORT | $5,000 | |
| CHALLENGED ATHLETES FOUNDATION | |||||||
| 9591 WAPLES ST | SAN DIEGO | CA | 92121 | PC | GENERAL SUPPORT | $10,000 | |
| CHRISTOPHER REEVE FOUNDATION | |||||||
| 636 MORRIS TPKE SUITE 3A | SHORT HILLS | NJ | 07078 | PC | GENERAL SUPPORT | $21,000 | |
| COLOMBIA LAW SCHOOL | |||||||
| 435 W 116TH ST | NEW YORK | NY | 10027 | PC | GENERAL SUPPORT | $5,000 | |
| DAILY PENNSYLVANIAN FOUNDATION | |||||||
| 4015 WALNUT ST | PHILADELPHIA | PA | 191045099 | PC | GENERAL SUPPORT | $5,000 | |
| DREAM | |||||||
| 27 W COLOMBIA STE 202 | HEMPSTEAD | NY | 11550 | PC | GENERAL SUPPORT | $5,000 | |
| ELEANOR ROOSEVELT VAL-KILL PARTNERSHIP | |||||||
| 106 VALKILL PARK RD | HYDE PARK | NY | 12538 | PC | GENERAL SUPPORT | $10,000 | |
| FRIENDS OF GEORGIA FUND | |||||||
| PP BOX 1200 | TRURO | MA | 02666 | PC | GENERAL SUPPORT | $10,000 | |
| FRIENDS OF THE CAJFNJ | |||||||
| 50 EISENHOWER DR | PARAMUS | NJ | 07652 | PC | GENERAL SUPPORT | $18,000 | |
| HARLEM VILLAGE ACADEMIES | |||||||
| 74 WEST 124 STREET | MANHATTAN | NY | 10027 | PC | GENERAL SUPPORT | $5,000 | |
| HEBREW FREE BURIAL ASSOCIATION | |||||||
| 125 MAIDEN LN 5B | NEW YORK | NY | 10038 | PC | GENERAL SUPPORT | $1,800 | |
| INNER CITY SCHOLARSHIP | |||||||
| 488 MADISON AVE | NEW YORK | NY | 10022 | PC | GENERAL SUPPORT | $5,000 | |
| JEWISH COMMUNAL FUND | |||||||
| 575 MADISON AVE 703 | NEW YORK | NY | 10022 | PC | GENERAL SUPPORT | $50,000 | |
| JEWISH COMMUNAL FUND | |||||||
| 575 MADISON AVE 703 | NEW YORK | NY | 10022 | PC | GENERAL SUPPORT | $500,000 | |
| JEWISH COMMUNAL FUND | |||||||
| 575 MADISON AVE 703 | NEW YORK | NY | 10022 | PC | GENERAL SUPPORT | $400,000 | |
| JEWISH COMMUNAL FUND | |||||||
| 575 MADISON AVE 703 | NEW YORK | NY | 10022 | PC | GENERAL SUPPORT | $100,000 | |
| JEWISH COMMUNAL FUND | |||||||
| 575 MADISON AVE 703 | NEW YORK | NY | 10022 | PC | GENERAL SUPPORT | $250,000 | |
| JEWISH COMMUNAL FUND | |||||||
| 575 MADISON AVE 703 | NEW YORK | NY | 10022 | PC | GENERAL SUPPORT | $50,000 | |
| JEWISH COMMUNAL FUND | |||||||
| 575 MADISON AVE 703 | NEW YORK | NY | 10022 | PC | GENERAL SUPPORT | $333,333 | |
| LEDA SCHOLARS | |||||||
| 1633 BROADWAY STE 4200 | NEW YORK | NY | 10019 | PC | GENERAL SUPPORT | $25,000 | |
| LEFFELL SCHOOL | |||||||
| 555 WEST HARTSDALE AVENUE | HARTSDALE | NY | 10530 | PC | GENERAL SUPPORT | $10,000 | |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 998 OLD COUNTRY ROAD STE C PMB 282 | PLAINVIEW | NY | 11803 | PC | GENERAL SUPPORT | $25,000 | |
| MICKEY STACHEL FOUNDATION | |||||||
| 31 WEST 34TH ST SUITE 8026 | NEW YORK | NY | 10001 | PC | GENERAL SUPPORT | $5,000 | |
| MUSEUM OF NATURAL HISTORY | |||||||
| 200 CENTRAL PARK W | NEW YORK | NY | 10024 | PC | GENERAL SUPPORT | $10,000 | |
| NEW YORK HISTORICAL SOCIETY | |||||||
| 170 CENTRAL PARK WEST | NEW YORK | NY | 10024 | PC | GENERAL SUPPORT | $151,000 | |
| NEW YORK HISTORICAL SOCIETY | |||||||
| 170 CENTRAL PARK WEST | NEW YORK | NY | 10024 | PC | GENERAL SUPPORT | $333,334 | |
| NEW YORK HISTORICAL SOCIETY | |||||||
| 170 CENTRAL PARK WEST | NEW YORK | NY | 10024 | PC | GENERAL SUPPORT | $45,325 | |
| NEW YORK UNIVERSITY | |||||||
| 70 WASHINGTON SQ SOUTH | NEW YORK | NY | 10012 | PC | GENERAL SUPPORT | $250,000 | |
| ORCHESTRA OF ST LUKE'S | |||||||
| 450 WEST 37TH STREET STE 502 | NEW YORK | NY | 10018 | PC | GENERAL SUPPORT | $6,250 | |
| PARK AVENUE SYNAGOGUE | |||||||
| 50 E 87TH ST | NEW YORK | NY | 10128 | PC | GENERAL SUPPORT | $10,000 | |
| SAG HARBOR SONG FESTIVAL | |||||||
| 124 EAST 84TH ST PENTHOUSE A | NEW YORK | NY | 10028 | PC | GENERAL SUPPORT | $5,000 | |
| SEACHANGE CAPITAL PARTNERS | |||||||
| 131 S SMITH ST | LINDENHURST | NY | 11757 | PC | GENERAL SUPPORT | $18,000 | |
| SOUTH FORK BAKERY | |||||||
| 3333 NOYAC ROAD | SAG HARBOR | NY | 11963 | PC | GENERAL SUPPORT | $1,800 | |
| TARGET ALS | |||||||
| 244 MADISON AVENUE 1025 | NEW YORK | NY | 10016 | PC | GENERAL SUPPORT | $100,000 | |
| U OF PENNSYLVANIA | |||||||
| 2929 WALNUT STREET | PHILADELPHIA | PA | 191045099 | PC | GENERAL SUPPORT | $10,000 | |
| UJA FEDERATION OF NEW YORK | |||||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | PC | GENERAL SUPPORT | $18,000 | |
| UJA FEDERATION OF NEW YORK | |||||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | PC | GENERAL SUPPORT | $1,000,000 | |
| URBAN JUSTICE CENTER | |||||||
| 40 RECTOR STREET 9TH FLOOR | NEW YORK | NY | 10006 | PC | GENERAL SUPPORT | $15,000 | |
| VHL ALLIANCE INC | |||||||
| 1208 VFW PKWY STE 303 | WEST ROXBURY | MA | 02132 | PC | GENERAL SUPPORT | $80,000 | |
| YOUTH INC | |||||||
| 240 W 40TH 2ND FLOOR | NEW YORK | NY | 10018 | PC | GENERAL SUPPORT | $15,000 | |
| YOUTH INC | |||||||
| 240 W 40TH 2ND FLOOR | NEW YORK | NY | 10018 | PC | GENERAL SUPPORT | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,070,842 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $372,274 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $17,687,831 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NY POOLED PRI FUND K-1 | Desc |
| Related Or Exempt Function Incm | $2,872 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $18,060,105 | ExclusionAmt |
| Related Or Exempt Function Incm | $2,872 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $18,062,977 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 11A | TAXPAYER OWNS 2.77% OF THE NEW YORK POOLED PRI FUND LLC, THE FUND |
| 11A | COLLECTIVELY SOURCES, EVALUATES, MAKES AND MANAGES PROGRAM-RELATED |
| 11A | INVESTMENTS FOR A GROUP OF NYC FOUNDATIONS TO PROVIDE FLEXIBLE, |
| 11A | HIGH-IMPACT LOANS TO NONPROFITS. |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | BRIAN FRIEDMAN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 COVE HOLLOW FARM ROAD | AddressLine1Txt |
| City | EAST HAMPTON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11937 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,722,507 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 100,000 JEF SHARES | NoncashPropertyDesc |
| Fair Market Value | $5,715,000 | FairMarketValueAmt |
| Received | 2024-07-29 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| IWG PLC REGISTERED SHS | $1,437,518 | $1,332,500 |
| SUPERIOR INDS INTL INC COM | $1,098,209 | $709,779 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SCHONFELD STRATEGIC PARTNERS | AT COST | $427,139 | $986,044 |
| JEFFERIES DIRECT LENDING OFFSHORE FUND II LP | AT COST | $504,702 | $810,512 |
| 1MAIN CAPITAL PARTNERS LTD | AT COST | $2,000,000 | $2,000,000 |
| ADAR1 PARTNERS (BVI), LTD. | AT COST | $2,000,000 | $1,936,043 |
| ATREIDES FOUNDATION FUND LTD | AT COST | $2,000,000 | $2,000,000 |
| STEMPOINT CAPITAL OPPORTUNITY OFFSHORE FUND LTD CLASS A SERIES 2 | AT COST | $1,000,000 | $870,869 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NEW YORK POOLED PRI FUND LLC | Desc |
| BOY Book Value | $430,071 | BOYBookValueAmt |
| EOY Book Value | $157,943 | EOYBookValueAmt |
| EOYFMV | $157,943 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO REFLECT DONATED STOCK AT TAX BASIS | Desc |
| Amt | $5,013,660 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $30 | $30 | $0 |
| FILING FEE | $750 | $0 | $750 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NY POOLED PRI FUND K-1 | Desc |
| Revenue And Expenses Per Books | $2,872 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,872 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,872 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $7,256 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |