MD FRIEDMAN FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MD FRIEDMAN FAMILY FOUNDATION (EIN 81-5044758)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202343199349105249
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Notes Loans Rcvbl Long Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T14:08:51-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Brand Sonnenschine LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1641 East 16th Street FL 4 | AddressLine1Txt |
| City | Brooklyn | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11229 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 815044758 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MD FRIEDMAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MARK FRIEDMAN | InCareOfNm |
| Business Name Control | MDFR | BusinessNameControlTxt |
| Phone | 2017311700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1076 EAST 23RD STREET | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11210 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK FRIEDMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2017311700 | PhoneNum |
| Signature | 2023-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARK | 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 | Martin Schreiber | PreparerPersonNm |
| PTIN | P00015164 | PTIN |
| Phone | 2122190220 | PhoneNum |
| Preparation | 2023-11-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $4,126,847 | 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 | $1,925,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,074 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,074 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $9,089 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,089 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$64,856 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $511,861 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $212,808 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $53,391 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $10,384 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,924,698 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $234,355 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $4,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,000 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $13,332 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,335 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,983 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,332 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,335 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,983 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,613,837 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,613,837 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,631,169 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,335 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,617,820 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$706,471 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $221,020 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $537,266 | CashBOYAmt |
| Cash EOY | $632,112 | CashEOYAmt |
| Cash EOYFMV | $632,112 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $2,325,000 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $2,550,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $2,325,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $2,325,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $1,928,114 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,350,675 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $887,552 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $328,320 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $281,587 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $281,587 | OtherInvestmentsEOYFMVAmt |
| Other Assets EOY | $596 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $596 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,343,700 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,589,970 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,126,847 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $2,741 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $5,482 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,741 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,482 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $5,340,959 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,634,488 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,340,959 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,634,488 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,343,700 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,639,970 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,340,959 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$706,471 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,634,488 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,634,488 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| ALPHABET INC | 2020-08-11 | 2022-04-06 | $68,613 | $31,574 | $37,039 | $37,039 |
| APPLE INC | 2016-05-02 | 2022-04-06 | $10,268 | $1,400 | $8,868 | $8,868 |
| BLACKSTONE INC | 2019-06-03 | 2022-04-06 | $23,873 | $7,187 | $16,686 | $16,686 |
| BROADCOM INC | 2020-09-08 | 2022-04-06 | $119,461 | $68,867 | $50,594 | $50,594 |
| GOLDMAN SACHS INC | 2020-08-25 | 2022-04-06 | $63,327 | $42,331 | $20,996 | $20,996 |
| SPDR DOW JONES IND AV | 2020-03-12 | 2022-04-06 | $120,216 | $91,916 | $28,300 | $28,300 |
| NVIDIA | 2018-10-26 | 2022-04-06 | $24,560 | $5,766 | $18,794 | $18,794 |
| NXP SEMICONDUCTORS | 2020-09-08 | 2022-04-06 | $34,073 | $24,447 | $9,626 | $9,626 |
| WELLS FARGO & CO | 2020-08-11 | 2022-04-06 | $47,470 | $25,565 | $21,905 | $21,905 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $212,808 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,072 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,072 | SubtotalAmt |
| Tax Based On Investment Income | $3,072 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $250 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $250 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $158 | EsPenaltyAmt |
| Tax Due | $2,980 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK FRIEDMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2017311700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1076 EAST 23RD STREET | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MARK FRIEDMAN | ||||||||
| 1076 EAST 23RD STREET | BROOKLYN | NY | 11210 | TRUSTEE | 0 | $0 | $0 | $0 |
| DEVORAH FRIEDMAN | ||||||||
| 1076 EAST 23RD STREET | BROOKLYN | NY | 11210 | TRUSTEE | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,207,746 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $373,766 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,607,181 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,188,693 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,188,693 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $62,830 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,125,863 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $206,293 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $206,293 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,072 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,072 | TotalTaxAmt |
| Distributable Before Adj | $203,221 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $203,221 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $203,221 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,617,820 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,617,820 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $203,221 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $796,065 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $861,041 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $827,354 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,001,677 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,164,165 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,650,302 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,617,820 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $203,221 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,414,599 | RemainingDistriFromCorpusAmt |
| Total Corpus | $7,064,901 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $796,065 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,268,836 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $861,041 | ExcessFromYear4Amt |
| Excess From Year3 | $827,354 | ExcessFromYear3Amt |
| Excess From Year2 | $1,001,677 | ExcessFromYear2Amt |
| Excess From Year1 | $1,164,165 | ExcessFromYear1Amt |
| Excess From Current Year | $2,414,599 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | SEE ATTACHED | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE ATTACHED | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | CHARITABLE | GrantOrContributionPurposeTxt |
| Amt | $2,613,837 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,613,837 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,074 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,089 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531110 | BusinessCd |
| Unrelated Business Taxbl Incm | -$35 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$64,821 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| BOOK TAX DIFFERENCES FROM K-1 | 531120 | |||
| RENTAL INCOME FROM K-1 | 531120 | $43,007 | 16 | $6,981 |
| OTHER REVENUE FROM K-1 | 531120 | 30 | $3,403 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $42,972 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$43,274 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$302 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
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 | MARK FRIEDMAN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1076 EAST 23RD STREET | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,925,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,000 | Amt |
| Net Investment Income | $2,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,000 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MORGAN STANLEY SECURITIES | StockNm |
| EOY Book Value | $1,350,675 | EOYBookValueAmt |
| EOYFMV | $887,552 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| WESTLAKE OH REALTY LLC | AT COST | $14,916 | $14,916 |
| AV 44 SOUTH BROADWAY LLC | AT COST | $101,133 | $101,133 |
| HERTZ GROUP REALTY OPERATING | AT COST | $165,538 | $165,538 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM BROKER | Desc |
| EOY Book Value | $596 | EOYBookValueAmt |
| EOYFMV | $596 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| BANK CHARGES | $1,020 | $1,020 | |
| FILING FEES | $963 | $963 | |
| BOOK-TAX DIFFERENCES FROM K-1 | |||
| CHARITABLE CONTRIBUTIONS FROM | $14 | ||
| FOREIGN TAXES | $25 | $25 | |
| OTHER DEDUCTIONS FROM K-1 | $10 | $10 | |
| INVESTMENT ADVISORY FEES | $11,300 | $11,300 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| WESTLAKE OH REALTY K-1 | $40,706 | |
| AV 44 SOUTH BROADWAY K-1 | $14,246 | $7,775 |
| HERTZ GROUP REALTY K-1 | -$1,561 | $2,609 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LOANS AND EXCHANGE | Desc |
| BOY Book Value | $2,741 | BOYBookValueAmt |
| EOY Book Value | $5,482 | EOYBookValueAmt |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (3 entries)
| Insider RelationshipInsiderRelationshipTxt | Loan OriginalLoanOriginalAmt | Balance DueBalanceDueAmt | NoteNoteDt | Loan MaturityLoanMaturityDt | InterestInterestRt | Security Provided BorrowerSecurityProvidedBorrowerTxt | Loan PurposeLoanPurposeTxt | Lender ConsiderationLenderConsiderationDesc | Consideration FMVConsiderationFMVAmt |
|---|---|---|---|---|---|---|---|---|---|
| 45 NEWELL SPE CORP | |||||||||
| NONE | $2,000,000 | $2,000,000 | 2020-06 | 2022-07 | 10. | MEMBERSHIP INTEREST IN PARTNERSHIP | INVESTMENT | NONE 0 NONE 0 NONE 0 NONE 0 NONE 0 | $0 |
| COVINGTON HOMES LLC | |||||||||
| NONE | $500,000 | $200,000 | 2021-08 | 2022-08 | 0 | NONE | INVESTMENT | NONE 0 NONE 0 NONE 0 NONE 0 NONE 0 | $0 |
| JRM CAPITAL | |||||||||
| NONE | $125,000 | $125,000 | 2022-11 | 12. | NONE | INVESTMENT | NONE 0 NONE 0 NONE 0 NONE 0 NONE 0 | $0 | |
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