GERALD J & DOROTHY R FRIEDMAN: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- GERALD J & DOROTHY R FRIEDMAN (EIN 65-0416767)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-15
- IRS object ID
- 202331359349102638
- 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
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-15T10:29:39-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | 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 | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650416767 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GERALD J & DOROTHY R FRIEDMAN | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | 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 | 2023-05-12 | 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 | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHARON SULLIVAN | PreparerPersonNm |
| PTIN | P00432113 | PTIN |
| Phone | 2126971000 | PhoneNum |
| Preparation | 2023-05-12 | 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 | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,246,856 | 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 |
| Dividends Rev And Expnss | $67,025 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $67,025 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $260,406 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,302,442 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $260,406 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $327,431 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $327,431 | 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 |
| Legal Fees Rev And Expnss | $16,194 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $4,049 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $12,145 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $14,996 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,749 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $11,247 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $16,923 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,923 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,283 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,283 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,088 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,088 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $54,484 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $31,092 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $23,392 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,362,968 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,362,968 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,417,452 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $31,092 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,386,360 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,090,021 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $296,339 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $652,005 | CashBOYAmt |
| Cash EOY | $503,148 | CashEOYAmt |
| Cash EOYFMV | $503,148 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $257,269 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $257,269 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $257,269 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $257,269 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $362,906 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $395,273 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $395,696 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,817,379 | CorporateStockBOYAmt |
| Corporate Stock EOY | $843,848 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,037,428 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $53,315 | OtherAssetsBOYAmt |
| Other Assets EOY | $53,315 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $53,315 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,142,874 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,052,853 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,246,856 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,944,203 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,944,203 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $198,671 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$891,350 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,142,874 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,052,853 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,142,874 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,052,853 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,142,874 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,090,021 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,052,853 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,052,853 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $1,266,109 | $1,013,308 | $252,801 | $252,801 |
| PUBLICLY TRADED SECURITIES | $36,333 | $28,728 | $7,605 | $7,605 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $260,406 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,119 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,119 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,119 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $24,003 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $5,600 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $29,603 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $25,484 | OverpaymentAmt |
| Applied To ES Tax | $25,484 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2126971000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O CITRIN 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 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 FL 4 | NEW YORK | NY | 10020 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| GEORGE SERRANO | |||||||||
| C/O CITRIN COOPERMAN 50 ROCKEFELLER | PLZ FL 4 | NEW YORK | NY | 10020 | SECRETARY & TREASURER | 2.00 | $0 | $0 | $0 |
| JUDITH KENNEDY | |||||||||
| C/O CITRIN COOPERMAN 50 ROCKEFELLER | PLZ FL 4 | NEW YORK | NY | 10020 | VICE-PRESIDENT | 1.00 | $0 | $0 | $0 |
| SUSAN THOMASES | |||||||||
| C/O CITRIN COOPERMAN 50 ROCKEFELLER | PLZ FL 4 | NEW YORK | NY | 10020 | EXECUTIVE VICE-PRESIDENT | 1.00 | $0 | $0 | $0 |
| MARK SATLOF | |||||||||
| C/O CITRIN COOPERMAN 50 ROCKEFELLER | PLZ FL 4 | NEW YORK | NY | 10020 | VICE-PRESIDENT | 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 | $1,913,101 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $609,333 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $53,315 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,575,749 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,575,749 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $38,636 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,537,113 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $126,856 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $126,856 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,119 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,119 | TotalTaxAmt |
| Distributable Before Adj | $122,737 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $122,737 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $122,737 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,386,360 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,386,360 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $122,737 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,671,030 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,334,982 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $867,000 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,052,580 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,047,689 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,973,281 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,386,360 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $122,737 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,263,623 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,236,904 | 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 | $1,671,030 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,565,874 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,334,982 | ExcessFromYear4Amt |
| Excess From Year3 | $867,000 | ExcessFromYear3Amt |
| Excess From Year2 | $1,052,580 | ExcessFromYear2Amt |
| Excess From Year1 | $1,047,689 | ExcessFromYear1Amt |
| Excess From Current Year | $1,263,623 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JANE FRIEDMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOWL ARTS INC | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 E 1ST STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10003 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PF | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | GrantOrContributionPurposeTxt |
| Amt | $1,362,968 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,362,968 | 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 | $67,025 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $260,406 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $327,431 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $327,431 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES FOR PREPARATION OF ANNUAL TAX RETURNS AND OTHER SERVICES | CategoryTxt |
| Amt | $14,996 | Amt |
| Net Investment Income | $3,749 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,247 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| HOWL ARTS INC | ||||||||||
| 6 E 1ST STREET | NEW YORK | NY | 10003 | 2021-07-14 | $215,589 | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $215,589 | NO | 2021-09-03 | THE FOUNDATION REVIEWED GRANTEE'S BANK AND CREDIT CARD STATEMENTS TO CONFIRM EXPENDITURES WERE MADE PER SUBMITTED REPORT. |
| HOWL ARTS INC | ||||||||||
| 6 E 1ST STREET | NEW YORK | NY | 10003 | 2021-09-09 | $245,744 | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $245,744 | NO | 2021-11-04 | THE FOUNDATION REVIEWED GRANTEE'S BANK AND CREDIT CARD STATEMENTS TO CONFIRM EXPENDITURES WERE MADE PER SUBMITTED REPORT. |
| HOWL ARTS INC | ||||||||||
| 6 E 1ST STREET | NEW YORK | NY | 10003 | 2021-11-08 | $261,445 | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $261,445 | NO | 2022-01-10 | THE FOUNDATION REVIEWED GRANTEE'S BANK AND CREDIT CARD STATEMENTS TO CONFIRM EXPENDITURES WERE MADE PER SUBMITTED REPORT. |
| HOWL ARTS INC | ||||||||||
| 6 E 1ST STREET | NEW YORK | NY | 10003 | 2022-01-13 | $207,644 | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $207,644 | NO | 2022-03-11 | THE FOUNDATION REVIEWED GRANTEE'S BANK AND CREDIT CARD STATEMENTS TO CONFIRM EXPENDITURES WERE MADE PER SUBMITTED REPORT. |
| HOWL ARTS INC | ||||||||||
| 6 E 1ST STREET | NEW YORK | NY | 10003 | 2022-03-11 | $213,111 | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $213,111 | NO | 2022-05-06 | THE FOUNDATION REVIEWED GRANTEE'S BANK AND CREDIT CARD STATEMENTS TO CONFIRM EXPENDITURES WERE MADE PER SUBMITTED REPORT. |
| HOWL ARTS INC | ||||||||||
| 6 E 1ST STREET | NEW YORK | NY | 10003 | 2022-05-12 | $219,435 | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $219,435 | NO | 2022-07-21 | THE FOUNDATION REVIEWED GRANTEE'S BANK AND CREDIT CARD STATEMENTS TO CONFIRM EXPENDITURES WERE MADE PER SUBMITTED REPORT. |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED EQUITY SECURITIES | StockNm |
| EOY Book Value | $843,848 | EOYBookValueAmt |
| EOYFMV | $1,037,428 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $395,273 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $395,696 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $16,194 | LegalFeesAmt |
| Net Investment Income | $4,049 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,145 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ARTWORK | Desc |
| BOY Book Value | $53,315 | BOYBookValueAmt |
| EOY Book Value | $53,315 | EOYBookValueAmt |
| EOYFMV | $53,315 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $596 | $596 | $0 |
| FILING FEES | $492 | $492 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $16,923 | Amt |
| Net Investment Income | $16,923 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN WITHHOLDING TAXES ON DIVIDENDS | $1,283 | $1,283 | $0 |
| EXCISE TAX | $4,000 | $4,000 | $0 |
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