GERALD J & DOROTHY R FRIEDMAN: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- GERALD J & DOROTHY R FRIEDMAN (EIN 65-0416767)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-01-13
- IRS object ID
- 201630139349100753
- Schema version
- 2014v6.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-01-13T12:09:57-06:00 | ReturnTs |
| Tax Period End | 2015-06-30 | 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 | 1212 AVENUE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | 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 FOUNDATION INC | BusinessNameLine1Txt |
| 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 1212 6TH AVE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANE FRIEDMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2122970400 | PhoneNum |
| Signature | 2016-01-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVE KREINIK | PreparerPersonNm |
| PTIN | P00839914 | PTIN |
| Phone | 2122970400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,284,824 | 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 | $278,742 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $278,742 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $603,501 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,955,177 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $603,501 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $882,243 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $882,243 | 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 |
| Accounting Fees Rev And Expnss | $12,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $6,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $57,627 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $57,315 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $312 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $33 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $33 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,871 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,871 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,202 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,202 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $76,233 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $68,469 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,764 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $711,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $711,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $787,983 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $68,469 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $719,514 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $94,260 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $813,774 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $521,495 | CashBOYAmt |
| Cash EOY | $391,013 | CashEOYAmt |
| Cash EOYFMV | $391,013 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $577,000 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $390,000 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $399,136 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,922,232 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,813,317 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,116,549 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,251,764 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,772,421 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,030,529 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $79,085 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $79,085 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $82,183 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $299,492 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $299,492 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $265,414 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,651,068 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,745,328 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,284,824 | TotalAssetsEOYFMVAmt |
| 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 | $7,557,516 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,651,776 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,651,068 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,745,328 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,651,068 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,745,328 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,651,068 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $94,260 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,745,328 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,745,328 | 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 | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $1,876,433 | $1,351,676 | $524,757 | $524,757 | |
| CAPITAL GAINS DIVIDENDS | $78,744 | $78,744 | $78,744 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $603,501 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $486,473 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $12,272,396 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.039640 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,686,099 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $12,344,925 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.136582 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $678,083 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $12,163,871 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.055746 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,324,561 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $12,310,156 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.107599 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,683,833 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $14,106,086 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.261152 | DistributionYr5Rt |
| Total Distribution | 0.600719 | TotalDistributionRt |
| Average Distribution | 0.120144 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $12,577,773 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,511,144 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,138 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,519,282 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $719,514 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,275 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $16,275 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $16,275 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $73,375 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $73,375 | TotalPaymentsAndCreditsAmt |
| Overpayment | $57,100 | OverpaymentAmt |
| Applied To ES Tax | $57,100 | 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 | JOHN O'NEIL CO PAUL WEISS | IndividualWithBooksNm |
| Phone | 2123733000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1285 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 | 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 |
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 | ||||||||
| 1212 6TH AVENUE | NEW YORK | NY | 10036 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| LEWIS BERNSTEIN CO COHNREZNICK LLP | ||||||||
| 1212 6TH AVENUE | NEW YORK | NY | 10036 | SECRETARY & TREASURER | 2.00 | $0 | $0 | $0 |
| JUDITH KENNEDY CO COHNREZNICK LLP | ||||||||
| 1212 6TH AVENUE | NEW YORK | NY | 10036 | VICE-PRESIDENT | 1.00 | $0 | $0 | $0 |
| SUSAN THOMASES CO COHNREZNICK LLP | ||||||||
| 1212 6TH AVENUE | NEW YORK | NY | 10036 | EXECUTIVE VICE-PRESIDENT | 1.00 | $0 | $0 | $0 |
| MARK SATLOF CO COHNREZNICK LLP | ||||||||
| 1212 6TH AVENUE | NEW YORK | NY | 10036 | VICE-PRESIDENT | 1.00 | $0 | $0 | $0 |
| JENNIFER GERSON CO COHNREZNICK LLP | ||||||||
| 1212 6TH AVENUE | NEW YORK | NY | 10036 | 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 | $57,002 | 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 | $11,988,620 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $780,693 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,769,313 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,769,313 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $191,540 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,577,773 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $628,889 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $628,889 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,275 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,275 | TotalTaxAmt |
| Distributable Before Adj | $612,614 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $612,614 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $612,614 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $719,514 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $719,514 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $719,514 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $612,614 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,031,641 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $718,446 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $79,618 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,080,908 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $4,910,613 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $719,514 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $612,614 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $106,900 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,017,513 | 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 | $3,031,641 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,985,872 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $718,446 | ExcessFromYear4Amt |
| Excess From Year3 | $79,618 | ExcessFromYear3Amt |
| Excess From Year2 | $1,080,908 | ExcessFromYear2Amt |
| Excess From Current Year | $106,900 | 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 (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ABINGDON THEATER CO | ||||||
| 312 WEST 36TH STREET | NEW YORK | NY | 10018 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $2,500 |
| BOWERY ARTS & SCIENCE | ||||||
| 310 BOWERY 2ND FLOOR | NEW YORK | NY | 10012 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $65,000 |
| BROADWAY CARES | ||||||
| 165 WEST 46TH STREET SUITE 1300 | NEW YORK | NY | 10036 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $6,250 |
| CASA Q INC | ||||||
| PO BOX 36168 | ALBUQUERQUE | NM | 87176 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | $5,000 |
| DIXON PLACE - PERFORMANCE THEATER | ||||||
| 161 CHRYSTIE ST | NEW YORK | NY | 10002 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $5,000 |
| HOWL ARTS INC | ||||||
| 636 BROADWAY | NEW YORK | NY | 10003 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $105,000 |
| HUMAN ARTS ASSOCIATION | ||||||
| PO BOX 3238 | NEW YORK | NY | 10008 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | $20,000 |
| JP MUSIC FESTIVAL | ||||||
| 370 CENTRE STREET 4 | JAMAICA PLAIN | MA | 02130 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | $1,000 |
| MARK DEGARMO DANCE | ||||||
| 107 SUFFOLK STL STE 310 | NEW YORK | NY | 10002 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | $500 |
| MILITARY RELIGIOUS FREEDOM FOUNDATION | ||||||
| 13170-B CENTRAL AVE SE | ALBUQUERQUE | NM | 87123 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | $10,000 |
| MUSEUM OF CONTEMPORARY DIASPORA ART | ||||||
| 80 HANSON PLACE | BROOKLYN | NY | 11217 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | $5,000 |
| NEW MEXICO HUMAN RIGHTS | ||||||
| 1527 GRANITE NW | ALBUQUERQUE | NM | 87104 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | $10,000 |
| NYC ANTI VIOLENCE PROJECT | ||||||
| 240 W 35TH ST SUITE 200 | NEW YORK | NY | 10001 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $10,000 |
| PERIDANCE CONTEMPORARY DANCE CO | ||||||
| 126 EAST 13TH STREET | NEW YORK | NY | 10003 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $1,000 |
| POETRY PROJECT AT ST MARK'S PLACE | ||||||
| 131 E 10TH STREET | NEW YORK | NY | 10003 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $5,000 |
| PS 122 - ANNUAL GALA | ||||||
| 67 WEST STREET STE 315 | BROOKLYN | NY | 11222 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | $15,000 |
| ROSIE'S THEATRE KIDS | ||||||
| 1500 BROADWAY STE 1710 | NEW YORK | NY | 10036 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $20,000 |
| THE ACTOR'S FUND | ||||||
| 729 7TH AVE 10TH FL | NEW YORK | NY | 10019 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $200,000 |
| THE FIELD FOR TREMOR COLLECTIVE | ||||||
| 243 HENRY STREET APT 12 | NEW YORK | NY | 10002 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | -$500 |
| THE MANHATTAN THEATRE CLUB | ||||||
| 311 WEST 43RD ST 8TH FL | NEW YORK | NY | 10036 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $25,000 |
| THE VANGELINE THEATER | ||||||
| 47 2ND STREET | BROOKLYN | NY | 11231 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $15,000 |
| TUFTS UNIVERSITY | ||||||
| 80 GEORGE STREET | MEDFORD | MA | 02155 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | $180,000 |
| TWEED THEATRE WORKS | ||||||
| 332 BLEECKER STREET SUITE G-36 | NEW YORK | NY | 10014 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | $6,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $711,750 | 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 | $278,742 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $603,501 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $882,243 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $882,243 | 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 | $12,500 | Amt |
| Net Investment Income | $6,250 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,250 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | PUBLICLY TRADED SECURITIES | BondNm |
| EOY Book Value | $79,085 | EOYBookValueAmt |
| EOYFMV | $82,183 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED SECURITIES | StockNm |
| EOY Book Value | $6,772,421 | EOYBookValueAmt |
| EOYFMV | $8,030,529 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,813,317 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $3,116,549 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PUBLICLY TRADED SECURITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $299,492 | BookValueAmt |
| EOYFMV | $265,414 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FILING FEES | $1,176 | $0 | $0 | $1,176 |
| BANK FEES | $26 | $0 | $0 | $26 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CONSULTING | $625 | $313 | $0 | $312 |
| MORGAN STANLEY SMITH BARNEY LLC | $57,002 | $57,002 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $4,871 | Amt |
| Net Investment Income | $4,871 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |