ANNE & NATALIO FRIDMAN FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ANNE & NATALIO FRIDMAN FOUNDATION (EIN 52-2357309)
- Tax period
- 2024-06-01 to 2025-05-31
- Filed
- 2026-04-30
- IRS object ID
- 202631209349101308
- Schema version
- 2024v5.5
- 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 Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-30T12:26:08-05:00 | ReturnTs |
| Tax Period End | 2025-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061667465 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRAGER METIS CPAS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 PENN PLAZA 18TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10122 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522357309 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANNE AND NATALIO FRIDMAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANNE | BusinessNameControlTxt |
| Phone | 2128795878 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 993 PARK AVENUE 10-S | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10028 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NATALIO FRIDMAN | PersonNm |
| Person Title | PRES/TREAS | PersonTitleTxt |
| Phone | 2128795878 | PhoneNum |
| Signature | 2026-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TOVA PERETZ | PreparerPersonNm |
| PTIN | P01324285 | PTIN |
| Phone | 2126430099 | PhoneNum |
| Preparation | 2026-04-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,595,626 | 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 |
| Interest On Sav Rev And Expnss | $104,723 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $104,723 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $84,785 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $84,785 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $281,225 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $281,225 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $470,733 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $470,733 | 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 | $25,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $25,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $76,884 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $76,884 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,275 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,275 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $108,684 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $103,684 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $706,184 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $706,184 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $814,868 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $103,684 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $706,184 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$344,135 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $367,049 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $1,571,120 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,665,625 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,671,809 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,929,276 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,490,637 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,023,817 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,900,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,900,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,900,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,400,397 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,056,262 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,595,626 | 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 | $9,400,397 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,056,262 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,400,397 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,056,262 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,400,397 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,056,262 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,400,397 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$344,135 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,056,262 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,056,262 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | SoldSoldDt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|
| THRU CHARLES SCHWAB CORIENT | 2025-05-31 | $15,967 | $15,967 |
| THRU CHARLES SCHWAB CORIENT | 2025-05-31 | -$91,849 | -$91,849 |
| THRU CHARLES SCHWAB CORIENT | 2025-05-31 | $269,677 | $269,677 |
| THRU CHARLES SCHWAB CORIENT | 2025-05-31 | -$50,604 | -$50,604 |
| THRU CHARLES SCHWAB | 2025-05-31 | $148,243 | $148,243 |
| THRU CHARLES SCHWAB | 2025-05-31 | -$402,911 | -$402,911 |
| THRU CHARLES SCHWAB | 2025-05-31 | $409,447 | $409,447 |
| THRU CHARLES SCHWAB | 2025-05-31 | -$16,745 | -$16,745 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $281,225 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,102 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,102 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,102 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $508 | 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 | $508 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $236 | EsPenaltyAmt |
| Tax Due | $4,830 | TaxDueAmt |
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 | ANNE FRIDMAN | IndividualWithBooksNm |
| Phone | 2128795878 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 993 PARK AVENUE APT 10S | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10028 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| ANNE H FRIDMAN | ||||||||
| 993 PARK AVENUE APT 10S | NEW YORK | NY | 10028 | SECRETARY | 1.00 | $0 | $0 | $0 |
| DAVID M FRIDMAN | ||||||||
| 993 PARK AVENUE APT 10S | NEW YORK | NY | 10028 | 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 |
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 | $8,516,776 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,495,422 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,900,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,912,198 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,912,198 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $178,683 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,733,515 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $586,676 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $586,676 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,102 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,102 | TotalTaxAmt |
| Distributable Before Adj | $581,574 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $581,574 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $581,574 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $706,184 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $706,184 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $581,574 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $392,542 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $706,184 | QualifyingDistributionsAmt |
| Applied To Year1 | $392,542 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $313,642 | 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 | $267,932 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 12 TRIBE FILMS FOUNDATION | |||||||
| 11 RIVERSIDE DRIVE STE 4NW | NEW YORK | NY | 10023 | EXEMPT | CHARITABLE | $500 | |
| AISH HATORAH | |||||||
| 313 WEST 83RD STREET | NEW YORK | NY | 10024 | EXEMPT | CHARITABLE | $10,000 | |
| AMERICAN COMMITTEE FOR SHAARE ZEDEK MEDICAL CENTER IN JERUSALEM | |||||||
| 1040 SIXTH AVENUE | NEW YORK | NY | 10018 | EXEMPT | CHARITABLE | $1,800 | |
| AMERICAN FRIENDS OF SHALVA ISRAEL INC | |||||||
| 441 LEXINGTON AVENUE STE 602 | NEW YORK | NY | 10017 | EXEMPT | CHARITABLE | $1,800 | |
| AMERICAN SOCIETY OF OVERSEAS RESEARCH | |||||||
| C/O ANNE AND NATALIO FRIDMAN | NEW YORK | NY | 10028 | EXEMPT | CHARITABLE | $1,000 | FOUNDATION 993 PARK AVENUE APT 10S |
| AMIT CHILDREN INC | |||||||
| 49 WEST 37TH STREET 5TH FLOOR | NEW YORK | NY | 10018 | EXEMPT | CHARITABLE | $3,355 | |
| ARIEL AMERICAN FRIENDS OF MIDRASHA | |||||||
| 10 EAST 40TH STREET STE 3304 | NEW YORK | NY | 10016 | EXEMPT | CHARITABLE | $102,000 | |
| BIKE 4 CHAI | |||||||
| 90 N COUNTY LINE ROAD | JACKSON | NJ | 08527 | EXEMPT | CHARITABLE | $513 | |
| CAMP HASC | |||||||
| 1563 49TH STREET | BROOKLYN | NY | 11219 | EXEMPT | CHARITABLE | $500 | |
| CHABAD LUBAVITCH MIDTOWN MANHATTAN | |||||||
| 509 5TH AVE | NEW YORK | NY | 10017 | EXEMPT | CHARITABLE | $540 | |
| CHABAD LUBAVITCH OF UPPER EAST SIDE | |||||||
| 419 EAST 77TH STREET | NEW YORK | NY | 10075 | EXEMPT | CHARITABLE | $750 | |
| CHESSED 247 | |||||||
| 286 N MAIN STREET STE 200 | SPRING VALLEY | NY | 10977 | EXEMPT | CHARITABLE | $360 | |
| CONGREGATION KEHILATH JESHURUN | |||||||
| 125 E 85TH ST | NEW YORK | NY | 10028 | EXEMPT | CHARITABLE | $468,589 | |
| CONGREGATION SHEARITH ISRAEL | |||||||
| 2 WEST 70TH ST | NEW YORK | NY | 10023 | EXEMPT | CHARITABLE | $4,071 | |
| EZRA ABRAHAM | |||||||
| 97-10 62ND DRIVE | REGO PARK | NY | 11374 | EXEMPT | CHARITABLE | $165 | |
| FIFTH AVENUE SYNAGOGUE | |||||||
| 5 EAST 62ND ST | NEW YORK | NY | 10065 | EXEMPT | CHARITABLE | $2,000 | |
| FRIENDSHIP CIRCLE UPPER EAST SIDE | |||||||
| 419 EAST 77TH ST | NEW YORK | NY | 10075 | EXEMPT | CHARITABLE | $1,000 | |
| GO KOSHER PROJECT | |||||||
| C/O ANNE AND NATALIO FRIDMAN | NEW YORK | NY | 10028 | EXEMPT | CHARITABLE | $360 | FOUNDATION 993 PARK AVENUE APT 10S |
| HAPPYPURIMCOM | |||||||
| 1086 TEANECK ROAD SUITE 3C1 | TEANECK | NJ | 07666 | EXEMPT | CHARITABLE | $1,880 | |
| HEBREW ACADEMY OF FIVE TOWNS & ROCKAWAY | |||||||
| 389 CENTRAL AVENUE | LAWRENCE | NY | 11559 | EXEMPT | CHARITABLE | $360 | |
| JEWISH CENTER OF ATLANTIC BEACH | |||||||
| 100 NASSAU AVENUE | ATLANTIC BEACH | NY | 11509 | EXEMPT | CHARITABLE | $21,146 | |
| JEWISH NATIONAL FUND | |||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 10021 | EXEMPT | CHARITABLE | $1,000 | |
| LADIES BIKUR CHOLIM | |||||||
| C/O ANNE AND NATALIO FRIDMAN | NEW YORK | NY | 10028 | EXEMPT | CHARITABLE | $500 | FOUNDATION 993 PARK AVENUE APT 10S |
| LIDO BEACH SYNAGOGUE | |||||||
| 1 FAIRWAY ROAD | LIDO BEACH | NY | 11561 | EXEMPT | CHARITABLE | $1,915 | |
| MISASKIM | |||||||
| 901 PRINCETON AVENUE | LAKEWOOD | NJ | 08701 | EXEMPT | CHARITABLE | $500 | |
| MOUNT SINAI HOSPITAL | |||||||
| 1468 MADISON AVENUE | NEW YORK | NY | 10029 | EXEMPT | CHARITABLE | $15,000 | |
| NATIONAL JEWISH OUTREACH PROGRAM | |||||||
| 1345 AVENUE OF THE AMERICAS | NEW YORK | NY | 10105 | EXEMPT | CHARITABLE | $1,000 | |
| NLI USA INC | |||||||
| C/O ANNE AND NATALIO FRIDMAN | NEW YORK | NY | 10028 | EXEMPT | CHARITABLE | $517 | FOUNDATION 993 PARK AVENUE APT 10S |
| ORGANIZATION FOR THE RESOLUTION OF AGUNOT | |||||||
| C/O ANNE AND NATALIO FRIDMAN | NEW YORK | NY | 10028 | EXEMPT | CHARITABLE | $1,000 | FOUNDATION 993 PARK AVENUE APT 10S |
| PARK EAST SYNAGOGUE | |||||||
| 163 EAST 67TH STREET | NEW YORK | NY | 10021 | EXEMPT | CHARITABLE | $500 | |
| RAMAZ SCHOOL | |||||||
| 125 E 85TH ST | NEW YORK | NY | 10028 | EXEMPT | CHARITABLE | $21,440 | |
| RCCS | |||||||
| 803 BEDFORD AVENUE | BROOKLYN | NY | 11205 | EXEMPT | CHARITABLE | $360 | |
| RISING HEROES INC | |||||||
| 3603 QUENTIN ROAD | BROOKLYN | NY | 11234 | EXEMPT | CHARITABLE | $1,800 | |
| SCHWALBE MIKVAH | |||||||
| C/O ANNE AND NATALIO FRIDMAN | NEW YORK | NY | 10028 | EXEMPT | CHARITABLE | $750 | FOUNDATION 993 PARK AVENUE APT 10S |
| STERN COLLEGE | |||||||
| C/O ANNE AND NATALIO FRIDMAN | NEW YORK | NY | 10028 | EXEMPT | CHARITABLE | $1,800 | FOUNDATION 993 PARK AVENUE APT 10S |
| TEACH NYS | |||||||
| 150 BROADWAY | NEW YORK | NY | 10038 | EXEMPT | CHARITABLE | $10,000 | |
| THE FACIAL PAIN ASSOCIATION | |||||||
| C/O ANNE AND NATALIO FRIDMAN | NEW YORK | NY | 10028 | EXEMPT | CHARITABLE | $250 | FOUNDATION 993 PARK AVENUE APT 10S |
| THE GIVING BACK FUND | |||||||
| C/O ANNE AND NATALIO FRIDMAN | NEW YORK | NY | 10028 | EXEMPT | CHARITABLE | $512 | FOUNDATION 993 PARK AVENUE APT 10S |
| THE TIKVAH FUND | |||||||
| C/O ANNE AND NATALIO FRIDMAN | NEW YORK | NY | 10028 | EXEMPT | CHARITABLE | $380 | FOUNDATION 993 PARK AVENUE APT 10S |
| TZIVOS HASHEM | |||||||
| C/O ANNE AND NATALIO FRIDMAN | NEW YORK | NY | 10028 | EXEMPT | CHARITABLE | $500 | FOUNDATION 993 PARK AVENUE APT 10S |
| UJA FEDERATION OF NY | |||||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | EXEMPT | CHARITABLE | $15,000 | |
| UNITED HATZALAH | |||||||
| C/O ANNE AND NATALIO FRIDMAN | NEW YORK | NY | 10028 | EXEMPT | CHARITABLE | $3,000 | FOUNDATION 993 PARK AVENUE APT 10S |
| UPPER EAST SIDE HATZOLAH | |||||||
| 125 E 85TH ST | NEW YORK | NY | 10028 | EXEMPT | CHARITABLE | $1,800 | |
| YESHIVA UNIVERSITY | |||||||
| 500 WEST 185TH STREET | NEW YORK | NY | 10033 | EXEMPT | CHARITABLE | $1,800 | |
| YESHIVAT MAHARAT | |||||||
| 3700 HENRY HUDSON PARKWAY | BRONX | NY | 10463 | EXEMPT | CHARITABLE | $1,800 | |
| YOUNG ISRAEL | |||||||
| C/O ANNE AND NATALIO FRIDMAN | NEW YORK | NY | 10028 | EXEMPT | CHARITABLE | $371 | FOUNDATION 993 PARK AVENUE APT 10S |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $706,184 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $104,723 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $84,785 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $281,225 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $189,508 | ExclusionAmt |
| Related Or Exempt Function Incm | $281,225 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $470,733 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $25,500 | Amt |
| Net Investment Income | $25,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARLES SCHWAB | $2,067,709 | $2,827,676 |
| CHARLES SCHWAB CORIENT | $3,422,928 | $5,196,141 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ISRAEL BONDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,900,000 | BookValueAmt |
| EOYFMV | $1,900,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LICENSES AND FEES | Desc |
| Revenue And Expenses Per Books | $25 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $25 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT | CategoryTxt |
| Amt | $76,884 | Amt |
| Net Investment Income | $76,884 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $5,000 | $0 | $0 |
| STATE EXCISE TAX | $1,275 | $1,275 | $0 |