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ROBERT AND PATRICIA FRIEMANN FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
ROBERT AND PATRICIA FRIEMANN FOUNDATION (EIN 27-4126227)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-03-19
IRS object ID
202210789349100501
Schema version
2021v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-03-19T10:50:08-04:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN463864925PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Tax & Office LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1107 Saddle LaneAddressLine1Txt
CityLevittownCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11756ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN274126227EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ROBERT & PATRICIA FRIEMANN FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFRIEBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line17 SOUTHDOWN COURTAddressLine1Txt
CityHuntingtonCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11743ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT FRIEMANNPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone5165214138PhoneNum
Signature2022-03-19SignatureDt
Discuss With Paid PreparerfalseDiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstROBERTPersonFirstNm
Person LastFRIEMANNPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJames P OConnorPreparerPersonNm
PTINP01352966PTIN
Phone5163826573PhoneNum
Preparation2022-03-19PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
OOB Security Verification00OOBSecurityVerificationCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$515,628FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$12,059ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$27,284DividendsRevAndExpnssAmt
Dividends Net Invst Incm$27,284DividendsNetInvstIncmAmt
Total Rev And Expnss$39,343TotalRevAndExpnssAmt
Total Net Invst Incm$27,284TotalNetInvstIncmAmt
Taxes Rev And Expnss$479TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$479TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$32,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$32,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$32,479TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$32,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$6,864ExcessRevenueOverExpensesAmt
Net Investment Income$27,284NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$18,301SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$25,763SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$25,763SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$475,646USGovernmentObligationsBOYAmt
US Government Obligations EOY$475,646USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$489,865USGovtObligationsEOYFMVAmt
Total Assets BOY$493,947TotalAssetsBOYAmt
Total Assets EOY$501,409TotalAssetsEOYAmt
Total Assets EOYFMV$515,628TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$493,947NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$501,409NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$493,947TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$501,409TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$493,947TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$501,409TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$493,947TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$6,864ExcessRevenueOverExpensesAmt
Other Increases$598OtherIncreasesAmt
Subtotal$501,409SubtotalAmt
Tot Net Ast Or Fund Balances EOY$501,409TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$379InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$379SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$379TaxBasedOnInvestmentIncomeAmt
Tax Due$379TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Individual With BooksROBERT FRIEMANNIndividualWithBooksNm
Phone5165214138PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line17 SOUTHDOWN COURTAddressLine1Txt
CityHuntingtonCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11743ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ROBERT FRIEMANN
7 SOUTHDOWN COURTHuntingtonNY11743DIRECTOR0.00$0$0$0
PATRICIA FRIEMANN
7 SOUTHDOWN COURTHuntingtonNY11743DIRECTOR0.00$0$0$0
MATTHEW FRIEMANN
1036 ALEXANDRIA WAYBel AirMD21014DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NADescription1Txt
Expenses1$0Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$456,865AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$22,032AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$478,897TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$478,897AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,183CashDeemedCharitableAmt
Net Vl Noncharitable Assets$471,714NetVlNoncharitableAssetsAmt
Minimum Investment Return$23,586MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$23,586MinimumInvestmentReturnAmt
Tax Based On Investment Income$379TaxBasedOnInvestmentIncomeAmt
Total Tax$379TotalTaxAmt
Distributable Before Adj$23,207DistributableBeforeAdjAmt
Distributable Before Ded$23,207DistributableBeforeDedAmt
Distributable As Adjusted$23,207DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$32,000ExpensesAndContributionsAmt
Qualifying Distributions$32,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$23,207DistributableAsAdjustedAmt
Undistributed Income PY$5,511UndistributedIncomePYAmt
Qualifying Distributions$32,000QualifyingDistributionsAmt
Applied To Year1$5,511AppliedToYear1Amt
Applied To Current Year$23,207AppliedToCurrentYearAmt
Remaining Distri From Corpus$3,282RemainingDistriFromCorpusAmt
Total Corpus$3,282TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$3,282ExcessDistriCyovToNextYrAmt
Excess From Current Year$3,282ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
NAPLES SENIOR CENTER AT JFCS
5025 COSTELLO DRIVENaplesFL34103NONEPCCONTRIBUTION$1,000
ELIH HOSPITAL FOUNDATION
201 MANOR PLACEGreenportNY11944NONEPCCONTRIBUTION$13,000
KIWANIS CHILDRENSS FOUNDATION INC
96 CHICHESTER ROADHuntingtonNY11743NONEPFCONTRIBUTION$1,500
COMMUNITY ACTION SOUTHOLD TOWN INC
53930 MAIN RD- PO BOX 1566SoutholdNY11971NONEPCCONTRIBUTION$2,500
ROTARY INTL FOUNDATION
PO BOX 204GreenportNY11944NONEPOFCONTRIBUTION$1,000
PECONIC BAY MEDCTRFOUNDATION
1 HEROES WAYRiverheadNY11901NONEPCCONTRIBUTION$10,000
WOUNDED WARRIORS PROJECT
4899 BELFORT RD STE 300JacksonvilleFL32256NONEPCCONTRIBUTION$1,000
TUNNEL TO TOWERS FOUNDATION
2361 HYLAN BLVDStaten IslandNY10306NONEPCCONTRIBUTION$1,000
ST JUDE CHILDRENS HOSPITAL
PO BOX 50MemphisTN38101NONEPCCONTRIBUTION$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$32,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Program Service Revenue Dtl ProgramServiceRevenueDtl

FieldValueIRS element (for citing)
DescDIVIDENDSDesc
Exclusion14ExclusionCd
Exclusion$27,284ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$27,284ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$27,284TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonROBERT FRIEMANNContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line17 SOUTHDOWN COURTAddressLine1Txt
CityHuntingtonCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11743ZIPCd
FieldValueIRS element (for citing)
Total Contributions$12,059TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
State Local Sec Book Vl EOY$475,646StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$489,865StateLocalSecEOYFMVAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCORRECT 1122 BOOK VAL-SECURITIESDesc
Amt$598Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
IRS$379$0$0$0
NYS DEPTLAW$100$0$0$0

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