LILLIAN FRIEDMAN TRUST FBO CHARITIES: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- LILLIAN FRIEDMAN TRUST FBO CHARITIES (EIN 34-7153144)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-07
- IRS object ID
- 202621279349101542
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-07T11:01:38-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4300 E CAMELBACK ROAD STE 475 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85018 | 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 | 347153144 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIEDMAN L FBO CHARITIES PFDN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRIE | BusinessNameControlTxt |
| Phone | 2166890416 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4900 TIEDEMAN ROAD OH-01-49-0381 | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44144 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEYBANK BY JOSEPH VELKOS | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 2166890416 | PhoneNum |
| Signature | 2026-03-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY E KUHLIN | PreparerPersonNm |
| PTIN | P00353001 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2026-03-25 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $480,534 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $13,830 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,816 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $44,762 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $165,450 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $44,762 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $1,098 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $59,690 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $58,578 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $6,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,050 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,050 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $319 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $174 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $100 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $100 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,469 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,674 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,650 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $21,265 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $21,265 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $28,734 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,674 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $23,915 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $30,956 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $53,904 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,701 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $29,868 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $29,868 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $385,404 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $391,198 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $450,666 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $390,105 | TotalAssetsBOYAmt |
| Total Assets EOY | $421,066 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $480,534 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $390,105 | CapitalStockBOYAmt |
| Capital Stock EOY | $421,066 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $390,105 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $421,066 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $390,105 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $421,066 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $390,105 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $30,956 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5 | OtherIncreasesAmt |
| Subtotal | $421,066 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $421,066 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (88 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 62.94 GQG PART EMERG MKTS EQ-INST | 2023-12-01 | 2025-10-16 | $1,111 | $967 | $144 | $144 | |
| 54.15 GOLDMAN SACHS INTL EQUITY INSIGHTS FUND | 2017-12-13 | 2025-03-03 | $826 | $736 | $90 | $90 | |
| 66.95 GOLDMAN SACHS INTL EQUITY INSIGHTS FUND | 2017-12-13 | 2025-04-01 | $1,020 | $910 | $110 | $110 | |
| 57.55 GOLDMAN SACHS INTL EQUITY INSIGHTS FUND | 2017-12-13 | 2025-10-01 | $1,068 | $782 | $286 | $286 | |
| 87.04 GOLDMAN SACHS INTL EQUITY INSIGHTS FUND | 2017-12-13 | 2025-10-16 | $1,613 | $1,183 | $430 | $430 | |
| 4.01 GUGGENHEIM TOTAL RETURN BOND FUND $1.062 | 2021-05-05 | 2025-10-16 | $98 | $115 | -$17 | -$17 | |
| 18. INVESCO S&P 500 EQUAL WEIGHT $1.61700 | 2021-05-05 | 2025-01-23 | $3,277 | $2,680 | $597 | $597 | |
| 226. INVESCO S&P 500 EQUAL WEIGHT $1.61700 | 2021-05-05 | 2025-10-01 | $42,929 | $33,653 | $9,276 | $9,276 | |
| 16. ISHARES CORE S&P 500 ETF $5.06600 | 2023-12-01 | 2025-01-23 | $9,765 | $7,356 | $2,409 | $2,409 | |
| 1. ISHARES CORE S&P 500 ETF $5.06600 | 2025-03-03 | 2025-04-01 | $562 | $596 | -$34 | -$34 | |
| 10. ISHARES CORE S&P 500 ETF $5.06600 | 2025-04-01 | $5,622 | $4,511 | $1,111 | $1,111 | ||
| 2. ISHARES CORE S&P 500 ETF $5.06600 | 2021-05-05 | 2025-10-01 | $1,339 | $834 | $505 | $505 | |
| 6. ISHARES CORE S&P 500 ETF $5.06600 | 2021-05-05 | 2025-10-16 | $4,030 | $2,501 | $1,529 | $1,529 | |
| 51. ISHARES EDGE MSCI USA QUALITY FACTOR ETF | 2023-12-01 | 2025-01-23 | $9,388 | $7,221 | $2,167 | $2,167 | |
| 222. ISHARES EDGE MSCI USA QUALITY FACTOR ETF | 2025-03-03 | $40,248 | $27,421 | $12,827 | $12,827 | ||
| 12. ISHARES EDGE MSCI USA QUALITY FACTOR ETF | 2019-12-11 | 2025-04-01 | $2,051 | $1,187 | $864 | $864 | |
| 3. ISHARES EDGE MSCI USA QUALITY FACTOR ETF | 2025-10-01 | 2025-10-16 | $582 | $585 | -$3 | -$3 | |
| 5. ISHARES EDGE MSCI USA QUALITY FACTOR ETF | 2019-12-11 | 2025-10-16 | $970 | $494 | $476 | $476 | |
| 6. ISHARES CORE MSCI EAFE ETF $1.88200 | 2023-12-01 | 2025-03-03 | $462 | $409 | $53 | $53 | |
| 14. ISHARES CORE MSCI EAFE ETF $1.88200 | 2023-12-01 | 2025-10-16 | $1,235 | $955 | $280 | $280 | |
| 16.49 JPMORGAN HEDGED EQUITY FUND | 2021-05-05 | 2025-01-23 | $558 | $422 | $136 | $136 | |
| 168.51 JPMORGAN HEDGED EQUITY FUND | 2021-05-05 | 2025-10-01 | $5,832 | $4,312 | $1,520 | $1,520 | |
| 29.54 JOHCM INTERNATIONAL SELECT | 2019-01-14 | 2025-10-01 | $827 | $619 | $208 | $208 | |
| 43.23 JOHCM INTERNATIONAL SELECT | 2019-01-14 | 2025-10-16 | $1,216 | $907 | $309 | $309 | |
| 14.14 JPMORGAN CORE BOND FUND $0.339 | 2024-11-01 | 2025-10-16 | $149 | $144 | $5 | $5 | |
| 41.27 JPMORGAN LARGE CAP GROWTH FUND | 2025-03-03 | 2025-10-01 | $3,834 | $3,216 | $618 | $618 | |
| 30.18 JPMORGAN LARGE CAP GROWTH FUND | 2025-03-03 | 2025-10-16 | $2,768 | $2,352 | $416 | $416 | |
| 36.92 METROPOLITAN WEST T/R BOND FD $0.263 | 2014-10-07 | 2025-10-16 | $344 | $402 | -$58 | -$58 | |
| 56.47 PIMCO TRENDS MANAGED FUTURES STRATEGY FD | 2025-01-23 | 2025-10-01 | $574 | $578 | -$4 | -$4 | |
| 154.34 PIMCO TRENDS MANAGED FUTURES STRATEGY FD | 2021-05-05 | 2025-10-01 | $1,570 | $1,678 | -$108 | -$108 | |
| 2.68 PIMCO TRENDS MANAGED FUTURES STRATEGY FD | 2021-05-05 | 2025-10-16 | $28 | $29 | -$1 | -$1 | |
| 44.44 PRINCIPAL MIDCAP FUND | 2025-01-23 | $2,062 | $1,426 | $636 | $636 | ||
| 6.16 PRINCIPAL MIDCAP FUND | 2020-09-14 | 2025-03-03 | $283 | $197 | $86 | $86 | |
| 27.06 PRINCIPAL MIDCAP FUND | 2025-04-01 | $1,209 | $861 | $348 | $348 | ||
| 19.81 PRINCIPAL MIDCAP FUND | 2025-10-01 | 2025-10-16 | $902 | $927 | -$25 | -$25 | |
| 35.43 RBC EMERGING MARKETS EQ-I | 2023-12-01 | 2025-01-23 | $468 | $432 | $36 | $36 | |
| 33.03 RBC EMERGING MARKETS EQ-I | 2023-12-01 | 2025-10-01 | $547 | $403 | $144 | $144 | |
| 57.87 RBC EMERGING MARKETS EQ-I | 2023-12-01 | 2025-10-16 | $973 | $705 | $268 | $268 | |
| 115. SCHWAB FUNDAMENTAL US LARGE CO INDEX | 2025-10-01 | 2025-10-16 | $3,026 | $3,035 | -$9 | -$9 | |
| 6.68 UNDISCOVERED MGRS BEHAVR VALUE FUND | 2022-11-07 | 2025-01-23 | $580 | $548 | $32 | $32 | |
| 5.79 UNDISCOVERED MGRS BEHAVR VALUE FUND | 2025-03-03 | 2025-04-01 | $468 | $475 | -$7 | -$7 | |
| 10.98 UNDISCOVERED MGRS BEHAVR VALUE FUND | 2022-11-07 | 2025-04-01 | $888 | $900 | -$12 | -$12 | |
| 10.93 UNDISCOVERED MGRS BEHAVR VALUE FUND | 2025-10-01 | 2025-10-16 | $912 | $943 | -$31 | -$31 | |
| 6.65 VANGUARD LONG-TERM TREASURY FUND $0.342 | 2021-05-05 | 2025-10-16 | $55 | $81 | -$26 | -$26 | |
| CAPITAL GAIN DIVIDENDS | $7,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,181 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $44,762 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $749 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $749 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $749 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $121 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $121 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $628 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEYBANK NATIONAL ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2168134548 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4900 TIEDEMAN RD OH-01-49-0381 | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441442302 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEYBANK N A | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 127 PUBLIC SQUARE | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $6,000 | CompensationAmt |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $474,242 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $474,242 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $474,242 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,114 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $467,128 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $23,356 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $23,356 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $749 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $749 | TotalTaxAmt |
| Distributable Before Adj | $22,607 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $22,607 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $22,607 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $23,915 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $23,915 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $22,607 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $434 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $383 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $41 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $858 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $23,915 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $22,607 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,308 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,166 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,166 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $434 | ExcessFromYear3Amt |
| Excess From Year2 | $383 | ExcessFromYear2Amt |
| Excess From Year1 | $41 | ExcessFromYear1Amt |
| Excess From Current Year | $1,308 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| JEWISH GUILD FOR THE AGED BLIND | ||||||||
| 250 W 64TH ST | NEW YORK | NY | 10023 | NONE | PC | GENERAL OPERATING EXPENSES | $4,253 | |
| ALBANY LAW SCHOOL OF UNION | ||||||||
| 80 NEW SCOTLAND AVE | ALBANY | NY | 122083434 | NONE | PC | GENERAL OPERATING EXPENSES | $4,253 | UNIVERSITY |
| ALBANY MEDICAL COLLEGE | ||||||||
| 43 NEW SCOTLAND AVE MC 119 | ALBANY | NY | 122083478 | NONE | PC | GENERAL OPERATING EXPENSES | $4,253 | |
| JEWISH COMM CEN OF SCHENECTADY | ||||||||
| 2565 BALLTOWN RD | SCHENECTADY | NY | 123091023 | NONE | PC | GENERAL OPERATING EXPENSES | $4,253 | |
| ALBANY MEDICAL CENTER | ||||||||
| 43 NEW SCOTLAND AVE MC 119 | ALBANY | NY | 12208 | NONE | PC | GENERAL OPERATING EXPENSES | $4,253 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $21,265 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,830 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $44,762 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $1,098 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $59,690 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $59,690 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $1,050 | Amt |
| Disbursements Charitable Prps | $1,050 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (27 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 46432F339 ISHARES EDGE MSCI US | AT COST | $11,058 | $26,218 |
| 904504842 UNDISCOVERED MGRS BE | AT COST | $12,377 | $16,589 |
| 589509207 MERGER FUND $0.156 | AT COST | $6,829 | $6,572 |
| 38142V845 GOLDMAN SACHS INTL E | AT COST | $17,106 | $22,986 |
| 464287200 ISHARES CORE S&P 500 | AT COST | $27,319 | $52,740 |
| 592905509 METROPOLITAN WEST T/ | AT COST | $34,004 | $29,755 |
| 922031786 VANGUARD LONG-TERM T | AT COST | $9,607 | $7,326 |
| 922042858 VANGUARD FTSE EMERGI | |||
| 921943858 VANGUARD FTSE DEV MK | |||
| 46653M849 JOHCM INTERNATIONAL | AT COST | $13,160 | $16,757 |
| 46637K281 JPMORGAN HEDGED EQUI | |||
| 46137V357 INVESCO S&P 500 EQUA | |||
| 72201U638 PIMCO MORTAGE OPP & | AT COST | $41,413 | $37,296 |
| 74256W584 PRINCIPAL MIDCAP FUN | AT COST | $10,001 | $16,592 |
| 40168W525 GUGGENHEIM TOTAL RET | AT COST | $41,005 | $37,361 |
| 957663503 WESTERN ASSET CORE P | |||
| 641224415 NEUBERGER BERMAN EME | |||
| 09260C307 BLACKROCK SYSTEMATIC | AT COST | $5,806 | $5,797 |
| 72201U455 PIMCO TRENDS MANAGED | AT COST | $3,673 | $3,659 |
| 957663669 WESTERN ASSET CORE P | |||
| 00771X419 GQG PART EMERG MKTS | AT COST | $12,914 | $14,599 |
| 46432F842 ISHARES CORE MSCI EA | AT COST | $15,199 | $19,502 |
| 74926P316 RBC EMERGING MARKETS | AT COST | $8,030 | $11,141 |
| 4812C0381 JPMORGAN CORE BOND F | AT COST | $36,437 | $37,318 |
| 31624J745 FIDELITY HEDGED EQUI | AT COST | $7,007 | $7,047 |
| 4812C0530 JPMORGAN LARGE CAP G | AT COST | $35,730 | $37,576 |
| 808524771 SCHWAB FUNDAMENTAL U | AT COST | $42,523 | $43,835 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE FILING/TAXES PAID | Desc |
| Revenue And Expenses Per Books | $100 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $100 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Revenue And Expenses Per Books | $1,098 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $5 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $115 | $115 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $24 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $121 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $59 | $59 | $0 |