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LEOPOLD & RUTH FRIEDMAN FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
LEOPOLD & RUTH FRIEDMAN FOUNDATION (EIN 13-6083713)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-17
IRS object ID
202523219349101822
Schema version
2024v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-17T10:15:29-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN453521164PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SINGER & FALK CPA'S PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line148 SO SERVICE RD STE 404AddressLine1Txt
CityMELVILLECityNm
State AbbreviationNYStateAbbreviationCd
ZIP117472335ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN136083713EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LEOPOLD & RUTH FRIEDMAN FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O RICHARD FRIEDMANBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlLEOPBusinessNameControlTxt
Phone2129309700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1630 1ST AVENUE 23LAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10016ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2129309700PhoneNum
Signature2025-11-12SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonADAM FALK CPAPreparerPersonNm
PTINP00518681PTIN
Phone5169381828PhoneNum
Preparation2025-11-17PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,158,459FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$14,752InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$14,752InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$14,431DividendsRevAndExpnssAmt
Dividends Net Invst Incm$14,431DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$39,171NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$297,517GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$39,171CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$68,354TotalRevAndExpnssAmt
Total Net Invst Incm$68,354TotalNetInvstIncmAmt
Taxes Rev And Expnss$90TaxesRevAndExpnssAmt
Taxes Net Invst Incm$90TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$4,765OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$4,451OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$4,855TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,541TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$127,307ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$127,307ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$132,162TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,541TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$127,307TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$63,808ExcessRevenueOverExpensesAmt
Net Investment Income$63,813NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$51,169CashBOYAmt
Cash EOY$23,903CashEOYAmt
Cash EOYFMV$23,903CashEOYFMVAmt
Corporate Bonds BOY$753,647CorporateBondsBOYAmt
Corporate Bonds EOY$717,105CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,134,556CorporateBondsEOYFMVAmt
Total Assets BOY$804,816TotalAssetsBOYAmt
Total Assets EOY$741,008TotalAssetsEOYAmt
Total Assets EOYFMV$1,158,459TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$565,198CapitalStockBOYAmt
Capital Stock EOY$565,198CapitalStockEOYAmt
Retained Earning BOY$239,618RetainedEarningBOYAmt
Retained Earning EOY$175,810RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$804,816TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$741,008TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$804,816TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$741,008TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$804,816TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$63,808ExcessRevenueOverExpensesAmt
Subtotal$741,008SubtotalAmt
Tot Net Ast Or Fund Balances EOY$741,008TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
NBJ-037396P$100,302$90,741$9,561$9,561
NBJ-037396P$92,328$62,265$30,063$30,063
NBJ-035729P$104,887$105,340-$453-$453
FieldValueIRS element (for citing)
Capital Gain Net Income$39,171CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$9,561NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$887InvestmentIncomeExciseTaxAmt
Subtotal$887SubtotalAmt
Tax Based On Investment Income$887TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$700EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$700TotalPaymentsAndCreditsAmt
Tax Due$187TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksRICHARD FRIEDMANIndividualWithBooksNm
Phone2129309700PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1630 1ST AVEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10016ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
R
630 1ST AVENEW YORKNY10016TRUSTEE000.00$0$0$0
ROSILAND RUDOLPH
733 JACON WAYPACIFIC PALISADESCA90272TRUSTEE000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,140,253AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$37,536AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,177,789TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,177,789AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$17,667CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,160,122NetVlNoncharitableAssetsAmt
Minimum Investment Return$58,006MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$58,006MinimumInvestmentReturnAmt
Tax Based On Investment Income$887TaxBasedOnInvestmentIncomeAmt
Total Tax$887TotalTaxAmt
Distributable Before Adj$57,119DistributableBeforeAdjAmt
Distributable Before Ded$57,119DistributableBeforeDedAmt
Distributable As Adjusted$57,119DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$127,307ExpensesAndContributionsAmt
Qualifying Distributions$127,307QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$57,119DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$51,217ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$7,287ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$19,009ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$66,715ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$75,104ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$219,332TotalExcessDistributionCyovAmt
Qualifying Distributions$127,307QualifyingDistributionsAmt
Applied To Current Year$57,119AppliedToCurrentYearAmt
Remaining Distri From Corpus$70,188RemainingDistriFromCorpusAmt
Total Corpus$289,520TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$51,217ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$238,303ExcessDistriCyovToNextYrAmt
Excess From Year4$7,287ExcessFromYear4Amt
Excess From Year3$19,009ExcessFromYear3Amt
Excess From Year2$66,715ExcessFromYear2Amt
Excess From Year1$75,104ExcessFromYear1Amt
Excess From Current Year$70,188ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (68 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ACLU FOUNDATION
1313 W 8TH ST 200LOS ANGELESCA90017501(C)(3)CHARITABLE$750
ACTION AGAINST HUNGER
ONE WHITEHALL ST 2ND FLOONEW YORKNY10004501(C)(3)CHARITABLE$200
BIG BROTHERS & BIG SISTERS - MA
184 HIGH STREET 3RD FLBOSTONMA02110501(C)(3)CHARITABLE$5,500
BIRMINGHAM JEWISH FEDERATION
3966 MONTCLAIR RDBIRMINGHAMAL35213501(C)(3)CHARITABLE$1,800
BOYS & GIRLS CLUB OF MANCHESTER
555 UNION STMANCHESTERNH03104501(C)(3)CHARITABLE$2,500
CAF (CHALLENGED ATHLETES FOUNDATION
9591 WAPLES STSAN DIEGOCA92121501(C)(3)CHARITABLE$10,000
CASA OF NH
138 COOLIDGE AVEMANCHESTERNH03102501(C)(3)CHARITABLE$2,500
CENTRAL SYNAGOGUE
652 LEXINGTON AVENEW YORKNY10022501(C)(3)CHARITABLE$10,000
COBALT ABORTION FUND
PO BOX 22485DENVERCO80222501(C)(3)CHARITABLE$2,000
COLORADO PUBLIC RADIO
7409 S ALTON CTCENTENNIALCO80112501(C)(3)CHARITABLE$1,000
DENVER FOUNDATION
1009 GRANT STREETDENVERCO80203501(C)(3)CHARITABLE$235
DENVER ART MUSEUM
100 W 14TH AVE PKWYDENVERCO80204501(C)(3)CHARITABLE$175
DENVER BOTANIC GARDEN
1007 YORK STDENVERCO80206501(C)(3)CHARITABLE$125
DENVER MUSEUM OF NATURE AND SCIENCE
2001 COLORADO BLVDDENVERCO80205501(C)(3)CHARITABLE$175
DOCTORS WITHOUT BORDERS
40 RECTOR STREET 16TH FLNEW YORKNY10006501(C)(3)CHARITABLE$300
ENVIRONMENTAL DEFENCE FUND
1875 CONNECTICUT AVEWASHINGTONDC20009501(C)(3)CHARITABLE$200
EQUAL JUSTICE INITIATIVE
122 COMMERCE STREETMONTGOMERYAL36104501(C)(3)CHARITABLE$200
FOOD LINK
PO BOX 60766ROCHESTERNY14606501(C)(3)CHARITABLE$750
GIRLS INC OF NEW HAMPSHIRE
27 BURKE STNASHUANH03060501(C)(3)CHARITABLE$2,500
GOOD NEWS GARAGE
325B MERRILL STMANCHESTERNH03103501(C)(3)CHARITABLE$2,500
GOUCHER COLLEGE
1021 DULANEY VALLEY RDBALTIMOREMD21204501(C)(3)CHARITABLE$500
HAMPSHIRE COLLEGE
893 WEST STAMHERSTMA01002501(C)(3)CHARITABLE$2,500
HEART 911 FUND
614 FRELINGHUYSEN AVENEWARKNJ07114501(C)(3)CHARITABLE$11,000
HOME HEALTH & HOSPICE CARE
7 EXECUTIVE PARD DRMERRIMACKNH03054501(C)(3)CHARITABLE$2,600
INTOWN CONCORD
49 S MAIN ST STE 202CONCORDNH03301501(C)(3)CHARITABLE$1,000
ISRAEL RELIEF FUND
PO BOX 4227NEW YORKNY10261501(C)(3)CHARITABLE$540
JAPANESE AMERICAN NATIONAL MUSEUM
100 NORTH CENTRAL AVELOS ANGELESCA90012501(C)(3)CHARITABLE$100
JCC OF GREATER ROCHESTER INC
1200 EDGEWOOD AVEROCHESTERNY14607501(C)(3)CHARITABLE$10,600
KEHILLAT ISRAEL
16019 W SUNSET BLVDPACIFIC PALISADESCA90272501(C)(3)CHARITABLE$4,930
KIDS NEED MORE
600 ALBANY AVE 14AMITYVILLENY11701501(C)(3)CHARITABLE$500
LACMA
5905 WILSHIRE BLVDLOS ANGELESCA90036501(C)(3)CHARITABLE$250
LOLLY POP FARM
99 VICTOR ROADFAIRPORTNY14450501(C)(3)CHARITABLE$200
MASS AUDUBON
208 S GREAT RDLINCOLNMA01773501(C)(3)CHARITABLE$150
MISERCORDIA HEART OF MERCY
6300 N RIDGE AVECHICAGOIL60660501(C)(3)CHARITABLE$1,000
MOSES BROWN SCHOOL FOUNDATION
250 LLOYD AVEPROVIDENCERI02906501(C)(3)CHARITABLE$400
NASHUA POLICE ATHLETIC LEAGUE
52 ASH STNASHUANH03060501(C)(3)CHARITABLE$1,000
NEW 2YOU DOG RESCUE
1857 DEWEY AVE BOX 15496ROCHESTERNY14615501(C)(3)CHARITABLE$250
NEW HOPE CATTLE DOGS RESCUE
PO BOX 460064AURORACO80046501(C)(3)CHARITABLE$1,000
NH FOOD BANK
700 E INDUSTRIAL PARK DRMANCHESTERNH03103501(C)(3)CHARITABLE$3,740
NH SCOT
25 TRIANGLE PARK DR 4CONCORDNH03301501(C)(3)CHARITABLE$1,000
NRDC
PO BOX 1830MERRIFIELDVA22116501(C)(3)CHARITABLE$1,000
PALACE THEATRES
80 HANOVER STREETMANCHESTERNH03104501(C)(3)CHARITABLE$2,500
PAN-MASS CHALLENGE
77 4TH AVENEEDHAMMA02494501(C)(3)CHARITABLE$750
PBS SOUTHERN CALIFORNIA
3080 BRISTOL ST SUITE 100COSTA MESACA92626501(C)(3)CHARITABLE$250
PLANNED PARENTHOOD
PO BOX 97166WASHINGTONDC20090501(C)(3)CHARITABLE$1,300
PRESCOTT PARK ARTS FESTIVAL
105 MARCY STPORTSMOUTHNH03802501(C)(3)CHARITABLE$2,600
RALLY SOUND
21 CANTERBURY TURNPIKENORWICHCT06360501(C)(3)CHARITABLE$500
ROCKY MOUNTAIN ECODHARM RETREAT CEN
PO BOX 351NIWOTCO80544501(C)(3)CHARITABLE$1,000
SARAH GRACE FOUNDATION
17 E OLD COUNTRY RD -BHICKSVILLENY11801501(C)(3)CHARITABLE$700
SCPR
474 S RAYMOND AVEPASADENACA91105501(C)(3)CHARITABLE$500
SHARP HEALTHCARE FOUNDATION
8695 SPECTRUM CENTER BLVDSAN DIEGOCA92123501(C)(3)CHARITABLE$3,000
SIERRA CLUB FOUNDATION
2101 WEBSTER ST 1250OAKLANDCA94612501(C)(3)CHARITABLE$200
SOUTHERN POVERTY LAW CENTER
400 WASHINGTON AVEMONTGOMERYAL36104501(C)(3)CHARITABLE$500
STERNBERG LOOP JCC
350 S DAHLIA STDENVERCO80246501(C)(3)CHARITABLE$2,041
TEMPLE B'RITH KODESH
2131 ELMWOOD AVEROCHESTERNY14618501(C)(3)CHARITABLE$3,100
THE NATURE CONSERVANCY
250 LAWRENCE HILL RDCOLD SPRING HARBORNY11724501(C)(3)CHARITABLE$100
THE TRUSTEES OF RESERVATIONS
200 HIGH STREETBOSTONMA02110501(C)(3)CHARITABLE$600
TEMPLE MICAH
5209 MONTVIEW BLVDDENVERCO80207501(C)(3)CHARITABLE$3,820
THE LANGE FOUNDATION
2178 ROSCOMARE ROADLOS ANGELESCA90077501(C)(3)CHARITABLE$250
TREE PEOPLE
12601 MULHOLLAD DRIVEBEVERLY HILLSCA90210501(C)(3)CHARITABLE$250
UNITED WAY OF GREATER ROCHESTER
75 COLLEGE AVEROCHESTERNY14607501(C)(3)CHARITABLE$250
UNIVERSITY OF ROCHESTER
OFFICE OF GIFT AND DONORROCHESTERNY14627501(C)(3)CHARITABLE$500BOX 270032
UNIVERSITY OF ROCHESTER MED SCHOOL
300 EAST REIVER ROADROCHESTERNY14727501(C)(3)CHARITABLE$400BOX 270441
UPPER VALLEY SNOWSPORTS FOUNDATION
160 WHALEBACK MOUNTAIN RDENFIELDNH03748501(C)(3)CHARITABLE$2,360
YMCA OF METRO DENVER
2625 S COLORADO BLVDDENVERCO80222501(C)(3)CHARITABLE$1,566
WORLD CENTRAL KITCHEN
200 MASSACHUSETTS AVE NWWASHINGTONDC20001501(C)(3)CHARITABLE$7507TH FLOR
WORTHY BEYOND PURPOSE
PO BOX 572876TARZANACA91357501(C)(3)CHARITABLE$1,500
WXXI
280 STATE STREETROCHESTERNY14614501(C)(3)CHARITABLE$350
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$119,307TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$14,752RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$14,431RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$39,171RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$68,354RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$68,354TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3INCOME USED TO FUND EXEMPT ACTIVITIES
4INCOME USED TO FUND EXEMPT ACTIVITIES
8INCOME USED TO FUND EXEMPT ACTIVITIES

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondSTOCKS AND BONDSBondNm
EOY Book Value$717,105EOYBookValueAmt
EOYFMV$1,134,556EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
INVESTMENT MANAGEMENT FEES$3,214$3,214
INVESTMENT MANAGEMENT FEES$1,237$1,237
FILING FEES$250
MISCELLANEOUS$64

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$90Amt
Net Investment Income$90NetInvestmentIncomeAmt