S & A AGATE FOUNDATION INC: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization: S & A AGATE FOUNDATION INC (EIN 13-6109670)
Tax period: 2025-01-01 to 2025-12-31
Filed: 2026-03-20
IRS object ID: 202600799349100950
Schema version: 2025v4.0
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
Schedule B
Accounting Fees Schedule
Investments Corp Stock Schedule
Other Assets Schedule
Other Expenses Schedule
Other Increases Schedule
Other Professional Fees Schedule
Substantial Contributors Sch
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2026-03-20T10:27:08-05:00	ReturnTs
Tax Period End	2025-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	130436940	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	ANCHIN BLOCK & ANCHIN LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	3 TIMES SQUARE	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	2025-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	136109670	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	S & A AGATE FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	S&AA	BusinessNameControlTxt
Phone	2128403456	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	CO ANCHIN - 3 TIMES SQUARE 24FL	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10036	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ANITA DANN FRIEDMAN	PersonNm
Person Title	PRES/TREAS	PersonTitleTxt
Phone	2128403456	PhoneNum
Signature	2026-03-19	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ELIZABETH MORIN	PreparerPersonNm
PTIN	P01256691	PTIN
Phone	2128403456	PhoneNum
Preparation	2026-03-19	PreparationDt

Field	Value	IRS element (for citing)
Tax	2025	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	$9,145,197	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	$515,898	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$72,006	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$72,006	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$176,587	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$1,165,705	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$176,587	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$764,491	TotalRevAndExpnssAmt
Total Net Invst Incm	$248,593	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
Accounting Fees Rev And Expnss	$5,250	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$3,500	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$1,750	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$56,771	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$56,771	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$12,352	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$274	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$460	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$0	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$460	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$74,833	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$60,545	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$2,210	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$326,218	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$326,218	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$401,051	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$60,545	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$328,428	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$363,440	ExcessRevenueOverExpensesAmt
Net Investment Income	$188,048	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$11,365	CashBOYAmt
Cash EOY	$10,749	CashEOYAmt
Cash EOYFMV	$10,749	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$36,858	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$16,757	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$16,757	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$2,355,109	CorporateStockBOYAmt
Corporate Stock EOY	$2,739,996	CorporateStockEOYAmt
Corporate Stock EOYFMV	$7,061,362	CorporateStockEOYFMVAmt
Other Assets BOY	$1,000,000	OtherAssetsBOYAmt
Other Assets EOY	$1,000,000	OtherAssetsEOYAmt
Other Assets EOYFMV	$2,056,329	OtherAssetsEOYFMVAmt
Total Assets BOY	$3,403,332	TotalAssetsBOYAmt
Total Assets EOY	$3,767,502	TotalAssetsEOYAmt
Total Assets EOYFMV	$9,145,197	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	$0	RetainedEarningBOYAmt
Retained Earning EOY	$0	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$3,403,332	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$3,767,502	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$3,403,332	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$3,767,502	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$3,403,332	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$363,440	ExcessRevenueOverExpensesAmt
Other Increases	$730	OtherIncreasesAmt
Subtotal	$3,767,502	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$3,767,502	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES	P	$125,039	$160,318	-$35,279	-$35,279
PUBLICLY TRADED SECURITIES	P	$1,040,591	$828,800	$211,791	$211,791
CLASS ACTION SETTLEMENT	P	$75		$75	$75

Field	Value	IRS element (for citing)
Capital Gain Net Income	$176,587	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$2,614	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$2,614	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$2,614	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$6,800	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$6,800	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$4,186	OverpaymentAmt
Applied To ES Tax	$4,186	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	Yes (1)	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	CO ANCHIN BLOCK ANCHIN LLP	IndividualWithBooksNm
Phone	2128403456	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	3 TIMES SQUARE 24FL	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10036	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
Transactions Fail To Qlfy As Exc	0	TransactionsFailToQlfyAsExcInd
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 (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
ANITA DANN FRIEDMAN
625 NORTH HILLCREST ROAD	BEVERLY HILLS	CA	90210	PRESIDENT/TREASURER	2.00	$0	$0	$0
ADAM B FRIEDMAN
625 NORTH HILLCREST ROAD	BEVERLY HILLS	CA	90210	SECRETARY	1.00	$0	$0	$0
JONATHAN S FRIEDMAN
625 NORTH HILLCREST ROAD	BEVERLY HILLS	CA	90210	DIRECTOR	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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	NOT APPLICABLE	Description1Txt
Expenses1	$0	Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	NOT APPLICABLE	Description1Txt
Expenses1	$0	Expenses1Amt
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$6,337,788	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$31,380	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$2,056,329	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$8,425,497	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$8,425,497	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$126,382	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$8,299,115	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$414,956	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$414,956	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$2,614	TaxBasedOnInvestmentIncomeAmt
Total Tax	$2,614	TotalTaxAmt
Distributable Before Adj	$412,342	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$412,342	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$412,342	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$328,428	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$328,428	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$412,342	DistributableAsAdjustedAmt
Undistributed Income PY	$224,386	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$328,428	QualifyingDistributionsAmt
Applied To Year1	$224,386	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$104,042	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$0	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$308,300	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$0	ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	ANITA DANN FRIEDMAN	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusCd	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS
520 EIGHTH AVENUE 7TH FLOOR	NEW YORK	NY	10018	NONE	PC	GENERAL FUND	$500
BABY2BABY
580 W JEFFERSON BLVD	LOS ANGELES	CA	90016	NONE	PC	GENERAL FUND	$1,036
CAA FOUNDATION
2000 AVENUE OF THE STARS	LOS ANGELES	CA	90067	NONE	PC	GENERAL FUND	$212
CEDARS SINAI MEDICAL CENTER
8700 BEVERLY BLVD	LOS ANGELES	CA	90048	NONE	PC	GENERAL FUND	$280,379
JEWISH FEDERATION OF GREATER LOS ANGELES
6505 WILSHIRE BLVD	LOS ANGELES	CA	90048	NONE	PC	GENERAL FUND	$10,000
LUPUS FOUNDATION
2121 K STREET NW SUITE 200	WASHINGTON	DC	20037	NONE	PC	GENERAL FUND	$100
NEW YORK UNIVERSITY
105 EAST 17TH STREET 4TH FLOOR	NEW YORK	NY	10003	NONE	PC	GENERAL FUND	$5,000
PROJECT HEALTHY MINDS
PO BOX 8073	NEW YORK	NY	10116	NONE	PC	GENERAL FUND	$1,000
RETT SYNDROME RESEARCH TRUST
67 UNDER CLIFF ROAD	TRUMBULL	CT	06611	NONE	PC	GENERAL FUND	$2,500
ST JUDE CHILDREN'S RESEARCH HOSPITAL
262 DANNY THOMAS PLACE	MEMPHIS	TN	38105	NONE	PC	GENERAL FUND	$500
TEMPLE EMANU-EL STREICKER CENTER
1 E 65TH ST	NEW YORK	NY	10065	NONE	PC	GENERAL FUND	$6,630
THE 19TH NEWS ORG
3267 BEE CAVERS ROAD SUITE 107	AUSTIN	TX	78746	NONE	PC	GENERAL FUND	$68
THE DALTON SCHOOL
108 EAST 89TH STREET	NEW YORK	NY	10128	NONE	PC	GENERAL FUND	$500
THE GEFFEN PLAYHOUSE
10886 LE CONTE AVENUE	LOS ANGELES	CA	90024	NONE	PC	GENERAL FUND	$1,000
TOWER CANCER RESEARCH FOUNDATION
8767 WILSHIRE BLVD SUITE 401	BEVERLY HILLS	CA	90211	NONE	PC	GENERAL FUND	$2,500
UNIVERSITY OF PENNSYLVANIA
3101 WALNUT STREET	PHILADELPHIA	PA	19104	NONE	PC	GENERAL FUND	$1,000
WILSHIRE BOULEVARD TEMPLE
3663 WILSHIRE BOULEVARD	LOS ANGELES	CA	90010	NONE	PC	GENERAL FUND	$5,170
ADVOCATE FOR CHILD
1015 WH SMITH BLVD	GREENVILLE	NC	27834	NONE	PC	GENERAL FUND	$1,010
BELEVECHAD NYC(IDF WOUNDED SOLDIERS)
1766 2ND AVE	NEW YORK	NY	10128	NONE	PC	GENERAL FUND	$180
BIRTHRIGHT ISRAEL FOUNDATION
711 THIRD AVENUE 10TH FL	NEW YORK	NY	10017	NONE	PC	GENERAL FUND	$180
BLOOD CANCER UNITED INC
1201 15TH STREET NW SUITE 410	WASHINGTON	DC	20005	NONE	PC	GENERAL FUND	$350
EI FOUNDATION
10880 WILSHIRE BLVD STE 1400	LOS ANGELES	CA	900244119	NONE	PC	GENERAL FUND	$2,500
FRIENDS OF SABAN COMMUNITY CLINIC
8405 BEVERLY BLVD	LOS ANGELES	CA	900483401	NONE	PC	GENERAL FUND	$100
JEWISH BIG BROTHERS BIG SISTERS ASSOCIATION OF LOS ANGELES
11150 W OLYMPIC BLVD SUITE 900	LOS ANGELES	CA	90064	NONE	PC	GENERAL FUND	$112
OPPORTUNITY NETWORK INC
11 CALDWELL DRIVE	AMHERRST	NH	03031	NONE	PC	GENERAL FUND	$250
THE BRAIDORG
3435 OCEAN PARK BLVD SUITE 107-85	SANTA MONICA	CA	90405	NONE	PC	GENERAL FUND	$36
THE LUSTGARTEN FOUNDATION
504 RXR PLAZA	UNIONDALE	NY	11553	NONE	PC	GENERAL FUND	$2,500
TULSA COMMUNITY FOUNDATION
7030 S YALE AVE 600	TULSA	OK	74136	NONE	PC	GENERAL FUND	$100
UNICEF
125 MAIDEN LANE	NEW YORK	NY	10038	NONE	PC	GENERAL FUND	$555
UNIVERSITY OF MIAMI
1320 S DIXIE HWY	CORAL GABLES	FL	33146	NONE	PC	GENERAL FUND	$250

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$326,218	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	$72,006	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$176,587	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$248,593	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$248,593	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

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNum	Address Line1ContributorUSAddress/AddressLine1Txt	CityContributorUSAddress/CityNm	State AbbreviationContributorUSAddress/StateAbbreviationCd	ZIPContributorUSAddress/ZIPCd	Total ContributionsTotalContributionsAmt	Noncash ContributionNoncashContributionInd	Person ContributionPersonContributionInd
ADAM FRIEDMAN
1	625 NORTH HILLCREST ROAD	BEVERLY HILLS	CA	90210	$10,638	Yes (X)
JONATHAN FRIEDMAN
2	625 NORTH HILLCREST ROAD	BEVERLY HILLS	CA	90210	$750		Yes (X)
FRIEDMAN ANITA DANN REV TR
3	625 NORTH HILLCREST ROAD	BEVERLY HILLS	CA	90210	$504,510	Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNum	Noncash PropertyNoncashPropertyDesc	Fair Market ValueFairMarketValueAmt	ReceivedReceivedDt
1	100 SHS STARBUCKS CORP	$10,638	2025-01-29
3	6000 SHS STARBUCKS CORP	$504,510	2025-10-29

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING,TAX PREPARATION & CONSULTING FEES	CategoryTxt
Amt	$5,250	Amt
Net Investment Income	$3,500	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$1,750	DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	NEUBERGER BERMAN - SECURITIES	StockNm
EOY Book Value	$2,739,996	EOYBookValueAmt
EOYFMV	$7,061,362	EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Field	Value	IRS element (for citing)
Desc	ABSOLUTE RETURN	Desc
BOY Book Value	$1,000,000	BOYBookValueAmt
EOY Book Value	$1,000,000	EOYBookValueAmt
EOYFMV	$2,056,329	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	FILING FEES	Desc
Revenue And Expenses Per Books	$460	RevenueAndExpensesPerBooksAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$460	DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	EXCESS OF FMV OVER COST OF CONTRIBUTION RECEIVED	Desc
Amt	$730	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	INVESTMENT ADVISORY FEES	CategoryTxt
Amt	$56,771	Amt
Net Investment Income	$56,771	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd
ADAM FRIEDMAN
625 NORTH HILLCREST ROAD	BEVERLY HILLS	CA	90210
FRIEDMAN ANITA DANN REV TR
625 NORTH HILLCREST ROAD	BEVERLY HILLS	CA	90210

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX	$274	$274	$0
FEDERAL EXCISE TAX	$12,078	$0	$0