FRIED FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- FRIED FOUNDATION INC (EIN 13-6197403)
- Tax period
- 2023-02-01 to 2024-01-31
- Filed
- 2024-12-14
- IRS object ID
- 202403499349100200
- Schema version
- 2023v5.1
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-12-14T11:22:14-06:00 | ReturnTs |
| Tax Period End | 2024-01-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133769291 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BELL & COMPANY CPA'S PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 122 EAST 42ND STREET 31ST FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10168 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-02-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136197403 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FRIED FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRIE | BusinessNameControlTxt |
| Phone | 2129496700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO BELL CO 122 E 42ND ST 31FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10168 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALBERT FRIED JR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2129496700 | PhoneNum |
| Signature | 2024-12-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EVAN R BELL CPA | PreparerPersonNm |
| PTIN | P00540559 | PTIN |
| Phone | 2129496700 | PhoneNum |
| Preparation | 2024-12-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $31,277,046 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,331,765 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $17,787 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $17,787 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $446,992 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $446,992 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $913,405 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $24,587,998 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $913,405 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,709,949 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,378,184 | 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 | $12,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $96,490 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $96,490 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,124 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,124 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,179 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $119,793 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $106,614 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,474,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,474,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,594,293 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $106,614 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,474,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,115,656 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,271,570 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,948,716 | CashBOYAmt |
| Cash EOY | $155,017 | CashEOYAmt |
| Cash EOYFMV | $155,017 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $42,171 | SavAndTempCashInvstBOYAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $412,646 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $431,241 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,679,741 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,401,046 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,345,080 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $20,953,632 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $22,610,747 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $23,345,708 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $29,624,260 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,579,456 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $31,277,046 | 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 | $29,624,260 | RetainedEarningBOYAmt |
| Retained Earning EOY | $29,579,456 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $29,624,260 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $29,579,456 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $29,624,260 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $29,579,456 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $29,624,260 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,115,656 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $30,739,916 | SubtotalAmt |
| Other Decreases | $1,160,460 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $29,579,456 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (42 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| STAGWELL INC | D | 2023-03-03 | $99,719 | $99,719 | $99,719 | ||
| STAGWELL INC | D | 2023-03-06 | $983,152 | $983,152 | $983,152 | ||
| ABBVIE INC NTS | P | 2023-09-28 | $498,740 | $0 | $0 | 2022-11-08 | $498,740 |
| AMAZON COM INC NOTE | P | 2023-09-28 | $581,526 | $0 | $0 | 2023-03-27 | $581,526 |
| APPLE INC NTS | P | 2023-09-28 | $495,350 | -$1,410 | -$1,410 | 2023-06-13 | $496,760 |
| APPLE INC COUNTRY: DE NOTE | P | 2023-09-28 | $772,832 | $0 | $0 | 2022-11-08 | $772,832 |
| CATERPILLAR FINL SERVICE | P | 2023-09-28 | $481,525 | $0 | $0 | 2022-11-08 | $481,525 |
| COMCAST CORP | P | 2023-09-28 | $485,955 | $0 | $0 | 2022-11-08 | $485,955 |
| COSTCO WHOLESALE CORP | P | 2023-09-28 | $589,146 | -$3,545 | -$3,545 | 2023-03-27 | $592,691 |
| GENESIS ENERGY LP/FIN | P | 2023-12-07 | $424,530 | $7,153 | $7,153 | 2023-09-28 | $417,377 |
| KELLOGG CO | P | 2023-09-28 | $497,360 | $0 | $0 | 2022-11-08 | $497,360 |
| LOWE'S COS INC | P | 2023-09-28 | $584,820 | -$5,411 | -$5,411 | 2023-03-27 | $590,231 |
| SALESFORCE COM INC | P | 2023-09-28 | $577,050 | $0 | $0 | 2023-03-27 | $577,050 |
| UNILEVER CAPITAL CORP | P | 2023-09-28 | $296,964 | $0 | $0 | 2022-11-08 | $296,964 |
| WALGREENS BOOTS ALLIANCE | P | 2023-09-28 | $993,400 | $0 | $0 | 2022-11-08 | $993,400 |
| ALIBABA GROUP HLDG LTD | P | 2023-09-28 | $340,550 | -$19,821 | -$19,821 | 2021-08-23 | $360,371 |
| ALPHABET INC NOTE | P | 2023-09-28 | $990,930 | -$20,195 | -$20,195 | 2021-11-18 | $1,011,125 |
| APPLE INC NTS | P | 2023-09-28 | $1,382,150 | -$30,679 | -$30,679 | 2022-03-18 | $1,412,829 |
| CIGNA CORP NTS | P | 2023-07-15 | $800,000 | $0 | $0 | 2021-10-18 | $800,000 |
| CVS HEALTH CORP NTS | P | 2023-09-28 | $263,428 | -$12,021 | -$12,021 | 2021-08-23 | $275,449 |
| CITIGROUP INC | P | 2023-09-28 | $798,984 | -$3,131 | -$3,131 | 2023-10-18 | $802,115 |
| COCA-COLA CO | P | 2023-09-28 | $772,400 | -$35,642 | -$35,642 | 2021-10-18 | $808,042 |
| COMCAST CORP NOTE | P | 2023-09-28 | $692,559 | -$19,381 | -$19,381 | 2021-08-23 | $711,940 |
| GILEAD SCIENCES INC | P | 2023-09-01 | $700,000 | $0 | $0 | 2021-08-23 | $700,000 |
| HP ENTERPRISE CO | P | 2023-09-28 | $306,872 | -$8,170 | -$8,170 | 2021-10-18 | $315,042 |
| HONEYWELL INTERNATIONAL NOTE | P | 2023-09-28 | $777,952 | -$33,380 | -$33,380 | 2021-10-18 | $811,332 |
| MARSH & MCLENNAN COS INC | P | 2023-09-28 | $799,296 | -$1,896 | -$1,896 | 2021-10-18 | $801,192 |
| MCDONALDS CORP | P | 2023-04-01 | $700,000 | $0 | $0 | 2021-08-23 | $700,000 |
| ORACLE CORP | P | 2023-07-15 | $1,000,000 | $0 | $0 | 2021-11-18 | $1,000,000 |
| PAYPAL HOLDINGS INC | P | 2023-06-01 | $800,000 | $0 | $0 | 2021-10-18 | $800,000 |
| SCHLUMBERGER INVMT | P | 2023-09-28 | $697,571 | -$6,073 | -$6,073 | 2021-08-23 | $703,644 |
| SIMON PPTY GROUP LP | P | 2023-09-28 | $694,890 | -$12,266 | -$12,266 | 2021-08-23 | $707,156 |
| TOYOTA MOTOR CREDIT CORP | P | 2023-09-28 | $985,550 | -$11,295 | -$11,295 | 2021-10-18 | $996,845 |
| WELLS FARGO & CO | P | 2023-08-15 | $800,000 | $0 | $0 | 2021-11-18 | $800,000 |
| BLOCK INC | P | 2024-01-25 | $431,912 | $18,262 | $18,262 | 2023-09-28 | $413,650 |
| CALLON PETROLEUM CO | P | 2024-01-25 | $239,239 | $4,230 | $4,230 | 2023-09-28 | $235,009 |
| SOUTHERN CALIF EDISON CO | P | 2024-01-25 | $195,819 | $6,254 | $6,254 | 2023-09-28 | $189,565 |
| US TREASURY NOTE | P | 2024-01-29 | $3,714 | $100 | $100 | 2023-09-28 | $3,614 |
| US TREASURY NOTE | P | 2024-01-25 | $414,686 | $12,774 | $12,774 | 2023-09-28 | $401,912 |
| US TREASURY NOTE | P | 2024-01-25 | $137,278 | $5,203 | $5,203 | 2023-09-28 | $132,075 |
| WELLS FARGO & CO | P | 2024-01-16 | $500,000 | $725 | $725 | 2023-06-13 | $499,275 |
| UBS SELECT PRIME INSTITUTIONAL FUND | P | 2023-06-23 | $149 | $149 | $149 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $913,405 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,675 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $17,675 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $17,675 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $147,087 | 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 | $147,087 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $129,412 | OverpaymentAmt |
| Applied To ES Tax | $129,412 | 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 |
| Org Report Or Register State | DE | 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 | BELL CO | IndividualWithBooksNm |
| Phone | 2129496700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 122 EAST 42ND ST 31FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10168 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| ALBERT FRIED JR | ||||||||
| 9999 COLLINS AVENUE APT 8G | BAL HARBOUR | FL | 33154 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| BARBARA ARDIZZONE | ||||||||
| C/O BELL CO 122 E 42ND ST 31FL | NEW YORK | NY | 10168 | SECRETARY | 2.00 | $0 | $0 | $0 |
| CHRISTINA E FRIED | ||||||||
| C/O BELL CO 122 E 42ND ST 31FL | NEW YORK | NY | 10168 | TREASURER | 2.00 | $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 | $28,966,140 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,217,168 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $30,183,308 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $30,183,308 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $452,750 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $29,730,558 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,486,528 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,486,528 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,675 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,675 | TotalTaxAmt |
| Distributable Before Adj | $1,468,853 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,468,853 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,468,853 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,474,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,474,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,468,853 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $84,742 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $356,165 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $65,861 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $506,768 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,474,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,468,853 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,647 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $512,415 | 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 | $512,415 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $84,742 | ExcessFromYear3Amt |
| Excess From Year2 | $356,165 | ExcessFromYear2Amt |
| Excess From Year1 | $65,861 | ExcessFromYear1Amt |
| Excess From Current Year | $5,647 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ALBERT FRIED JR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CANCER RESEARCH & TREATMENT | ||||||
| 162 WEST 54TH STREET SUITE 4C | NEW YORK | NY | 10019 | PC | GENERAL PURPOSES | $25,000 |
| COMMUNITY MAYORS FOR SPECIAL CHILDREN | ||||||
| 9728 THIRD AVENUE SUITE 632 | BROOKLYN | NY | 11209 | PC | GENERAL PURPOSES | $5,000 |
| CORNELL UNIVERSITY | ||||||
| 130 EAST SENECA STREET | ITHACA | NY | 14850 | PC | GENERAL PURPOSES | $982,500 |
| HENRY LEE INSTITUTE OF FORENSIC SCIENCE | ||||||
| 300 BOSTON POST RD | WEST HAVEN | CT | 06516 | PC | GENERAL PURPOSES | $5,000 |
| NATIONAL ORGANIZATION FOR DISORDERS OF THE CORPUS CALLOSUM | ||||||
| 18032 LEMOND DR | YORBA LINDA | CA | 92886 | PC | GENERAL PURPOSES | $15,000 |
| NDH FOUNDATION | ||||||
| 6531 SPRING BROOK AVE | RHINEBECK | NY | 125723709 | PC | GENERAL PURPOSES | $50,000 |
| NY PROSPECTS BASEBALL INC | ||||||
| 147 GATE AVENUE | STATEN ISLAND | NY | 10312 | PC | GENERAL PURPOSES | $1,500 |
| NY STATE TROOPER FOUNDATION | ||||||
| 3 AIRPORT BOULEVARD | LATHAM | NY | 12110 | PC | GENERAL PURPOSES | $25,000 |
| TABOR ACADEMY | ||||||
| 66 SPRING STREET | MARION | MA | 02738 | PC | GENERAL PURPOSES | $200,000 |
| THE CENTURION FOUNDATION | ||||||
| 45 BROADWAY 24TH FLOOR | NEW YORK | NY | 10006 | PC | GENERAL PURPOSES | $120,000 |
| THE CULINARY INSTITUTE OF AMERICA | ||||||
| 1946 CAMPUS DRIVE | HYDE PARK | NY | 12538 | PC | GENERAL PURPOSES | $12,000 |
| TRRAC | ||||||
| 1799 POCOPSON ROAD | WEST CHESTER | PA | 19382 | PC | GENERAL PURPOSES | $6,500 |
| TUNNEL TO TOWERS FOUNDATION | ||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | PC | GENERAL PURPOSES | $25,000 |
| VILLA MARIA ACADEMY | ||||||
| 3335 COUNTRY CLUB RD | BRONX | NY | 10465 | PC | GENERAL PURPOSES | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,474,500 | 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 | $17,787 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $446,992 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $913,405 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $464,779 | ExclusionAmt |
| Related Or Exempt Function Incm | $913,405 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,378,184 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | N/A |
| 4 | N/A |
| 8 | N/A |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | MR ALBERT FRIED JR | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9999 COLLINS AVENUE APT 8G | AddressLine1Txt |
| City | BAL HARBOUR | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33154 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,331,765 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | STOCKS: NOVT 5,134 SHARES - $881,765 FMVCASH: $450,000 | NoncashPropertyDesc |
| Fair Market Value | $1,331,765 | FairMarketValueAmt |
| Received | 2024-12-27 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $12,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (51 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AIR LEASE CORP NTS | $414,667 | $432,166 |
| AMER AXLE & MANF INC NTS | $419,938 | $439,611 |
| AMERIGAS PARTNER NTS | $409,511 | $413,641 |
| BOEING CO | $480,050 | $500,000 |
| BOYD GAMING CORP | $411,168 | $431,802 |
| BROADCOM INC NTS B/E | $411,258 | $447,323 |
| BUCKEYE PARTNERS L P | $409,751 | $433,579 |
| CALLON PETROLEUM CO NTS | $176,011 | $179,039 |
| CENTENE CORP NTS | $412,783 | $438,775 |
| CENTENE CORP NTS B/E | $416,541 | $430,851 |
| CHARTER COMM OPT LLC/CAP | $834,745 | $879,332 |
| CHEMOURS CO NTS | $408,273 | $430,915 |
| CHENIERE ENERGY PARTNERS | $551,387 | $580,192 |
| CITIGROUP | $643,197 | $662,557 |
| CLEVELAND-CLIFFS INC | $408,738 | $425,752 |
| COMCAST CORP | $409,713 | $436,767 |
| CVS HEALTH CORP | $436,996 | $422,479 |
| DANA HLDG CORP NTS | $409,954 | $430,372 |
| DISCOVERY COMM INC | $827,763 | $876,102 |
| DPL INC NTS B/E | $415,682 | $423,625 |
| ENLINK MIDSTREAM | $235,668 | $243,661 |
| EPR PROPERTIES NTS | $420,197 | $427,148 |
| GENERAL MOTORS CO | $891,846 | $867,240 |
| GENESIS ENERGY LP/FIN | $430,681 | $433,986 |
| GOLDMAN SACHS GROUP | $780,168 | $804,131 |
| GOODYEAR TIRE & RUBBER | $417,011 | $436,424 |
| HP ENTERPRISE | $487,587 | $482,564 |
| ICAHN ENTERPRISES L P | $409,601 | $423,047 |
| L BRANDS INC NTS B/E | $410,458 | $428,715 |
| MAGALLANES INC NTS B/E | $417,281 | $449,039 |
| NAVIENT CORP NTS B/E | $410,064 | $418,612 |
| NEWELL BRANDS INC NTS | $410,262 | $418,943 |
| NUSTAR LOGISTICS L P NTS | $418,618 | $427,928 |
| PACIFIC GAS & ELEC CO | $412,767 | $445,952 |
| PACIFIC GAS & ELEC NTS | $417,386 | $441,440 |
| RADIAN GROUP INC NTS B/E | $178,568 | $181,197 |
| ROYAL CARIBBEAN CRUISES | $405,204 | $426,024 |
| SERVICE PPTYS TR NTS B/E | $417,588 | $431,409 |
| SOUTHERN CALIF EDISON CO | $228,071 | $236,941 |
| SPRINGLEAF FIN CORP NTS | $417,156 | $422,579 |
| TENET HEALTHCARE CORP | $412,070 | $424,892 |
| TEVA PHARMACEUTICAL NE | $442,053 | $445,568 |
| TRANSDIGM INC NTS B/E | $417,061 | $417,315 |
| TRI POINTE GROUP INC NTS | $410,215 | $428,680 |
| UNION PAC CORP | $494,730 | $491,960 |
| US BANCORP NTS B/E | $411,222 | $432,107 |
| USA COMPRESSION PARTNERS | $418,900 | $424,481 |
| VICI PROPERTIES LP NTS | $411,396 | $417,979 |
| WELLS FARGO & CO | $439,585 | $443,379 |
| WESTERN GAS PARTNERS LP | $412,647 | $419,386 |
| WYNDHAM WORLDWIDE CORP | $416,560 | $438,101 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| HUDBAY MINERALS INC | $1,493,416 | $1,584,791 |
| INTERCONTINENTAL EXCHANGE GROUP | $373,000 | $509,320 |
| MARRIOTT VACATIONS WORLDWIDE | $1,019,775 | $636,809 |
| NORTH AMERICAN CONSTRUCTION GROPU LTD | $1,610,400 | $2,804,780 |
| NOVANTA INC CAD | $1,342,645 | $1,411,660 |
| STAGWELL INC CLASS A | $561,810 | $397,720 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $412,646 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $431,241 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $1,160,460 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEES | Desc |
| Revenue And Expenses Per Books | $1,179 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $96,490 | Amt |
| Net Investment Income | $96,490 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MR ALBERT FRIED JR | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9999 COLLINS AVE APT 8G | AddressLine1Txt |
| City | BAL HARBOUR | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33154 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $10,124 | Amt |
| Net Investment Income | $10,124 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |