GERALD J & DOROTHY R FRIEDMAN N Y FOUNDATION FOR MEDICAL RESEARCH: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- GERALD J & DOROTHY R FRIEDMAN N Y FOUNDATION FOR MEDICAL RESEARCH (EIN 13-4034562)
- Tax period
- 2021-03-01 to 2022-02-28
- Filed
- 2023-01-17
- IRS object ID
- 202340179349100119
- Schema version
- 2021v4.2
- 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 Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-01-17T14:18:48-06:00 | ReturnTs |
| Tax Period End | 2022-02-28 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 872525370 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 ROCKEFELLER PLAZA | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-03-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134034562 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GERALD J AND DOROTHY R FRIEDMAN | BusinessNameLine1Txt |
| Business Name Line2 | NEW YORK FOUNDATION FOR MEDICAL RESEARCH | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GERA | BusinessNameControlTxt |
| Phone | 2126971000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO CITRIN 50 ROCKEFELLER PLZ FL 4 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANE FRIEDMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2126971000 | PhoneNum |
| Signature | 2023-01-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JANE | PersonFirstNm |
| Person Last | FRIEDMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHARON SULLIVAN | PreparerPersonNm |
| PTIN | P00432113 | PTIN |
| Phone | 2126971000 | PhoneNum |
| Preparation | 2023-01-17 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $53,170,127 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $365,642 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $551,842 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $551,842 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,197,437 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $21,636,846 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,197,437 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,114,921 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,749,279 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $390,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $390,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $6,242 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,121 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,121 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $48,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $24,400 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $24,400 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $363,542 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $363,542 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $37,650 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,833 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $28,817 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $37,643 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $35,160 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $883,877 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $399,896 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $481,498 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,000,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,000,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,883,877 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $399,896 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,481,498 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $231,044 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,349,383 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,799,973 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,093,745 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,093,745 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $1,500,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $1,500,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $1,500,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $1,500,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $14,932,380 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,193,066 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $22,932,203 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,686,179 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,653,652 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $7,621,270 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $10,239,562 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $10,102,890 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $10,239,562 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $10,239,562 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $4,231,252 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,876,976 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,391,857 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $371,490 | OtherAssetsBOYAmt |
| Other Assets EOY | $391,490 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $391,490 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $42,624,164 | TotalAssetsBOYAmt |
| Total Assets EOY | $42,948,491 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $53,170,127 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $25 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $25 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $43,410,569 | CapitalStockBOYAmt |
| Capital Stock EOY | $43,410,569 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$786,430 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$462,078 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $42,624,139 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $42,948,491 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $42,624,164 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $42,948,491 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $42,624,139 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $231,044 | ExcessRevenueOverExpensesAmt |
| Other Increases | $93,308 | OtherIncreasesAmt |
| Subtotal | $42,948,491 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $42,948,491 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $21,636,549 | $17,439,409 | $4,197,140 | $4,197,140 |
| PUBLICLY TRADED SECURITIES | D | $0 | $0 | ||
| CAPITAL GAINS DIVIDENDS | P | $297 | $297 | $297 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,197,437 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $60,456 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $60,456 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $60,456 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $66,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $66,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $514 | EsPenaltyAmt |
| Overpayment | $5,030 | OverpaymentAmt |
| Applied To ES Tax | $5,030 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CITRIN COOPERMAN | IndividualWithBooksNm |
| Phone | 2126971000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 ROCKEFELLER PLZ FL 4 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| JANE FRIEDMAN | |||||||||
| C/O CITRIN COOPERMAN 50 ROCKEFELLER | PLZ | NEW YORK | NY | 10020 | PRESIDENT | 60.00 | $300,000 | $0 | $0 |
| JUDITH KENNEDY | |||||||||
| C/O CITRIN COOPERMAN 50 ROCKEFELLER | PLZ | NEW YORK | NY | 10020 | VICE PRESIDENT | 10.00 | $45,000 | $0 | $0 |
| SUSAN THOMASES | |||||||||
| C/O CITRIN COOPERMAN 50 ROCKEFELLER | PLZ | NEW YORK | NY | 10020 | EXECUTIVE VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| MARK SATLOF | |||||||||
| C/O CITRIN COOPERMAN 50 ROCKEFELLER | PLZ | NEW YORK | NY | 10020 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| GEORGE SERRANO | |||||||||
| C/O CITRIN COOPERMAN 50 ROCKEFELLER | PLZ | NEW YORK | NY | 10020 | SECRETARY & TREASURER | 10.00 | $45,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NEUBERGER BERMAN BD LLC | |||||
| PO BOX 145443 | CINCINNATI | OH | 45250 | ADVISORY | $135,452 |
| CITRIN COOPERMAN & CO LLP | |||||
| 50 ROCKEFELLER PLZ | NEW YORK | NY | 10020 | ACCOUNTING | $48,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $35,414,010 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,540,757 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $8,115,868 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $46,070,635 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $46,070,635 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $691,060 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $45,379,575 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,268,979 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,268,979 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $60,456 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $60,456 | TotalTaxAmt |
| Distributable Before Adj | $2,208,523 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,208,523 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,208,523 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,481,498 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,481,498 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,208,523 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,143,499 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $14,843,299 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,220,690 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $942,508 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,299,853 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $21,449,849 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,481,498 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,208,523 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,272,975 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $23,722,824 | 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 | $2,143,499 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $21,579,325 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $14,843,299 | ExcessFromYear4Amt |
| Excess From Year3 | $2,220,690 | ExcessFromYear3Amt |
| Excess From Year2 | $942,508 | ExcessFromYear2Amt |
| Excess From Year1 | $1,299,853 | ExcessFromYear1Amt |
| Excess From Current Year | $2,272,975 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| DIXON PLACE | ||||||
| 161A CHRYSTIE STREET GROUND FLOOR | BOSTON | MA | 02131 | PC | AN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. | $30,000 |
| LA MAMA EXPERIMENTAL THEATRE CLUB | ||||||
| 74A E 4TH STREET | NEW YORK | NY | 10013 | PC | AN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. | $514,000 |
| NORTHWELL HEALTH FOUNDATION | ||||||
| 2000 MARCUS AVENUE | NEW HYDE PARK | NY | 11042 | PC | AN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. | $1,590,000 |
| ROSIE'S THEATER KIDS | ||||||
| 445 W 45TH STREET | NEW YORK | NY | 10036 | PC | AN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. | $450,000 |
| SOME SERIOUS BUSINESS | ||||||
| PO BOX 35 | ABIQUIU | NM | 87510 | PC | AN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. | $120,000 |
| THE ACTORS FUND OF AMERICA | ||||||
| 1140 AVENUE OF THE AMERICAS | NEW YORK | NY | 10036 | PC | AN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. | $1,105,000 |
| THE VANGELINE THEATER | ||||||
| 494 COURT STREET SUITE 4 | BROOKLYN | NY | 11231 | PC | AN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. | $1,000 |
| TWEED THEATERWORKS | ||||||
| 234 E 4TH STREET 18 | NEW YORK | NY | 10009 | PC | AN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. | $80,000 |
| TRUSTEES OF TUFTS COLLEGE | ||||||
| 150 HARRISON AVE | BOSTON | MA | 02111 | PC | AN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. | $100,000 |
| LOISAIDA UNITED NEIGHBORHOOD GARDENS | ||||||
| 428 E 10TH ST BETWEEN AVE C D | NEW YORK | NY | 10009 | PC | AN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. | $4,000 |
| THE KRISTEN ANN CARR FUND | ||||||
| 39 WEST 32ND STREET SUITE 1403 | NEW YORK | NY | 10001 | PC | AN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. | $6,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,000,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $551,842 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,197,437 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,749,279 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,749,279 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| GERALD J FRIEDMAN CRAT FBO DOROTHY R FRIEDMAN UAD 091400 JANE FRIEDMAN TTE | ||||||
| 1 | 56 7TH AVE | NEW YORK | NY | 10011 | $46,635 | Yes (X) |
| DOROTHY R FRIEDMAN REVOCABLE TRUST | ||||||
| 2 | 56 7TH AVE | NEW YORK | NY | 10011 | $179,754 | Yes (X) |
| ESTATE OF DOROTHY R FRIEDMAN | ||||||
| 3 | 1095 AVENUE OF THE AMERICAS C/O DEC | NEW YORK | NY | 10036 | $139,253 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $48,800 | Amt |
| Net Investment Income | $24,400 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $24,400 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FR 1422 | $3,613,047 | $3,508,038 |
| MS 8701 | $4,040,605 | $4,113,232 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| NEUBERGER | $3,741,846 | $6,932,416 |
| FR 9064 | $2,823,163 | $4,434,546 |
| FR 3629 | $3,047,106 | $4,399,293 |
| MS 8700 | $4,305,298 | $5,208,734 |
| FR 9080 | $1,275,653 | $1,957,214 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GOLDMAN SACHS | AT COST | $880,105 | $13,952 |
| ALKEON GROWTH OFFSHORE FUND 06-2012 | AT COST | $2,996,871 | $6,352,067 |
| JPM 7005 | AT COST | $0 | $25,838 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $6,242 | LegalFeesAmt |
| Net Investment Income | $3,121 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,121 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ARTWORK | Desc |
| BOY Book Value | $371,490 | BOYBookValueAmt |
| EOY Book Value | $391,490 | EOYBookValueAmt |
| EOYFMV | $391,490 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $421 | $0 | $421 |
| OTHER EXPENSES | $3,878 | $0 | $3,878 |
| MAINTENANCE | $27,861 | $0 | $27,861 |
| FILING FEE | $3,000 | $0 | $3,000 |
| OTHER FEES | $2,483 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENTS | Desc |
| Amt | $93,308 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL LIABILITIES PAYABLE | Desc |
| BOY Book Value | $25 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $363,542 | Amt |
| Net Investment Income | $363,542 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $8,833 | $8,833 | $0 |
| PAYROLL TAXES | $28,817 | $0 | $28,817 |
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