FRIED FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- FRIED FOUNDATION INC (EIN 13-6197403)
- Tax period
- 2021-02-01 to 2022-01-31
- Filed
- 2022-12-13
- IRS object ID
- 202243479349100214
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-12-13T14:27:40-06:00 | ReturnTs |
| Tax Period End | 2022-01-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133769291 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BELL & COMPANY CPA'S PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 122 EAST 42ND STREET 31ST FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10168 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-02-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136197403 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FRIED FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRIE | BusinessNameControlTxt |
| Phone | 2129496700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO BELL CO 122 E 42ND ST 31FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10168 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALBERT FRIED JR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2129496700 | PhoneNum |
| Signature | 2022-12-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ALBERT | PersonFirstNm |
| Person Last | FRIED JR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EVAN R BELL CPA | PreparerPersonNm |
| PTIN | P00540559 | PTIN |
| Phone | 2129496700 | PhoneNum |
| Preparation | 2022-12-12 | 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 | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $24,202,974 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,822,150 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $788 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $788 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $48,029 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $48,029 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,958,985 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,002,240 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,958,985 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $15,829,952 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,007,802 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $42,965 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $42,965 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $91,920 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $91,920 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,359 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $145,044 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $134,885 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,012,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,012,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,157,044 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $134,885 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,012,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $14,672,908 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,872,917 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,285,338 | CashBOYAmt |
| Cash EOY | $1,923,549 | CashEOYAmt |
| Cash EOYFMV | $1,923,549 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $88,221 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $41,729 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $41,693 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,523,806 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,822,150 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,100,050 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,528,040 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $19,397,531 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $19,137,682 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $16,425,405 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,184,959 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $24,202,974 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $16,425,405 | RetainedEarningBOYAmt |
| Retained Earning EOY | $25,184,959 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,425,405 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $25,184,959 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,425,405 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $25,184,959 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,425,405 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $14,672,908 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $31,098,313 | SubtotalAmt |
| Other Decreases | $5,913,354 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $25,184,959 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (30 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| DOLLAR TREE INC | P | 2021-08-23 | 2021-12-01 | $730,631 | $731,845 | -$1,214 | -$1,214 |
| GOLDMAN SACHS GROUP INC | P | 2021-08-23 | 2022-01-27 | $700,000 | $700,877 | -$877 | -$877 |
| NOVANTA INC | D | 2010-12-30 | 2021-02-16 | $434,190 | $31,800 | $402,390 | $402,390 |
| NOVANTA INC | D | 2010-12-30 | 2021-08-11 | $883,516 | $65,123 | $818,393 | $818,393 |
| NOVANTA INC | D | 2010-12-30 | 2021-08-19 | $598,637 | $45,446 | $553,191 | $553,191 |
| NOVANTA INC | D | 2010-12-30 | 2021-08-20 | $301,758 | $22,723 | $279,035 | $279,035 |
| NOVANTA INC | D | 2010-12-30 | 2021-08-30 | $610,637 | $45,446 | $565,191 | $565,191 |
| NOVANTA INC | D | 2010-12-30 | 2021-09-02 | $618,637 | $45,446 | $573,191 | $573,191 |
| NOVANTA INC | D | 2010-12-30 | 2021-09-21 | $943,515 | $63,050 | $880,465 | $880,465 |
| NOVANTA INC | D | 2010-12-30 | 2021-09-22 | $1,611,032 | $88,020 | $1,523,012 | $1,523,012 |
| NOVANTA INC | D | 2010-12-30 | 2021-09-23 | $253,730 | $13,581 | $240,149 | $240,149 |
| NOVANTA INC | D | 2011-01-18 | 2021-09-23 | $75,149 | $4,023 | $71,126 | $71,126 |
| NOVANTA INC | D | 2011-01-18 | 2021-09-23 | $116,899 | $6,237 | $110,662 | $110,662 |
| NOVANTA INC | D | 2011-03-07 | 2021-09-23 | $212,859 | $11,356 | $201,503 | $201,503 |
| NOVANTA INC | D | 2011-03-07 | 2021-09-23 | $332,878 | $17,604 | $315,274 | $315,274 |
| NOVANTA INC | D | 2011-03-07 | 2021-09-23 | $333,758 | $17,604 | $316,154 | $316,154 |
| NOVANTA INC | D | 2011-03-07 | 2021-09-24 | $336,878 | $336,878 | $336,878 | |
| NOVANTA INC | D | 2011-03-07 | 2021-10-27 | $337,758 | $337,758 | $337,758 | |
| NOVANTA INC | D | 2011-03-07 | 2021-10-28 | $1,050,508 | $1,050,508 | $1,050,508 | |
| NOVANTA INC | D | 2011-03-07 | 2021-10-29 | $961,418 | $961,418 | $961,418 | |
| NOVANTA INC | D | 2011-03-07 | 2021-11-01 | $59,984 | $59,984 | $59,984 | |
| NOVANTA INC | D | 2011-03-07 | 2021-11-02 | $118,920 | $118,920 | $118,920 | |
| NOVANTA INC | D | 2011-09-29 | 2021-02-08 | $1,101,256 | $62,919 | $1,038,337 | $1,038,337 |
| NOVANTA INC | D | 2011-09-29 | 2021-02-09 | $172,292 | $9,619 | $162,673 | $162,673 |
| NOVANTA INC | D | 2011-09-29 | 2021-02-09 | $280,874 | $15,730 | $265,144 | $265,144 |
| NOVANTA INC | D | 2012-12-07 | 2021-02-09 | $109,461 | $6,030 | $103,431 | $103,431 |
| NOVANTA INC | D | 2012-12-06 | 2021-02-11 | $196,136 | $10,678 | $185,458 | $185,458 |
| NOVANTA INC | D | 2012-12-06 | 2021-02-11 | $285,754 | $15,509 | $270,245 | $270,245 |
| NOVANTA INC | D | 2012-12-07 | 2021-02-11 | $88,738 | $4,834 | $83,904 | $83,904 |
| NOVANTA INC | D | 2012-12-06 | 2021-02-16 | $144,437 | $7,755 | $136,682 | $136,682 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,958,985 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $165,034 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $165,034 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $165,034 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $25,318 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $185,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $210,318 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $908 | EsPenaltyAmt |
| Overpayment | $44,376 | OverpaymentAmt |
| Applied To ES Tax | $44,376 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 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 | BELL CO | IndividualWithBooksNm |
| Phone | 2129496700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 122 EAST 42ND ST 31FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10168 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ALBERT FRIED JR | ||||||||
| 9999 COLLINS AVENUE APT 8G | BAL HARBOUR | FL | 33154 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| BARBARA ARDIZZONE | ||||||||
| C/O BELL CO 122 E 42ND ST 31FL | NEW YORK | NY | 10168 | SECRETARY | 2.00 | $0 | $0 | $0 |
| CHRISTINA E FRIED | ||||||||
| C/O BELL CO 122 E 42ND ST 31FL | NEW YORK | NY | 10168 | TREASURER | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,026,365 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,641,020 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,667,385 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,667,385 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $250,011 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,417,374 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $820,869 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $820,869 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $165,034 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $165,034 | TotalTaxAmt |
| Distributable Before Adj | $655,835 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $655,835 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $655,835 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,012,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,012,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $655,835 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $8,515 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $51,494 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $84,742 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $144,751 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,012,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $655,835 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $356,165 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $500,916 | 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 | $8,515 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $492,401 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $51,494 | ExcessFromYear4Amt |
| Excess From Year1 | $84,742 | ExcessFromYear1Amt |
| Excess From Current Year | $356,165 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ALBERT FRIED JR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CANCER RESEARCH & TREATMENT | ||||||
| 162 WEST 54TH STREET SUITE 4C | NEW YORK | NY | 10019 | PC | GENERAL PURPOSES | $20,000 |
| COMMUNITY MAYORS FOR SPECIAL CHILDREN | ||||||
| 9728 THIRD AVENUE SUITE 632 | BROOKLYN | NY | 11209 | PC | GENERAL PURPOSES | $2,500 |
| CORNELL UNIVERSITY | ||||||
| 130 EAST SENECA STREET | ITHACA | NY | 14850 | PC | GENERAL PURPOSES | $462,000 |
| FEEDING AMERICA | ||||||
| 161 NORTH CLARK STREET SUITE 700 | CHICAGO | IL | 60601 | PC | GENERAL PURPOSES | $10,000 |
| JACKSON HEALTH FOUNDATION | ||||||
| 1500 NW 12TH AVENUE SUITE 1117 | MIAMI | FL | 33136 | PC | GENERAL PURPOSES | $25,000 |
| NATIONAL ORGANIZATION FOR DISORDERS OF THE CORPUS CALLOSUM | ||||||
| PMB 363 18032-C LEMOND DR | YORBA LINDA | CA | 92886 | PC | GENERAL PURPOSES | $15,000 |
| NDH FOUNDATION | ||||||
| 6531 SPRING BROOK AVE | RHINEBECK | NY | 125723709 | PC | GENERAL PURPOSES | $50,000 |
| NY STATE TROOPER FOUNDATION | ||||||
| 3 AIRPORT BOULEVARD | LATHAM | NY | 12110 | PC | GENERAL PURPOSES | $50,000 |
| POLICE OFFICERS ASSISTANCE TRUST | ||||||
| 1030 NW 111TH AVE | DORAL | FL | 33172 | PC | GENERAL PURPOSES | $5,000 |
| TABOR ACADEMY | ||||||
| 66 SPRING STREET | MARION | MA | 02738 | PC | GENERAL PURPOSES | $225,000 |
| THE CENTURION FOUNDATION | ||||||
| 45 BROADWAY 24TH FLOOR | NEW YORK | NY | 10006 | PC | GENERAL PURPOSES | $110,000 |
| THE CULINARY INSTITUTE OF AMERICA | ||||||
| 1946 CAMPUS DRIVE | HYDE PARK | NY | 12538 | PC | GENERAL PURPOSES | $10,500 |
| TRRAC | ||||||
| 1799 POCOPSON ROAD | WEST CHESTER | PA | 19382 | PC | GENERAL PURPOSES | $2,000 |
| TUNNEL TO TOWERS FOUNDATION | ||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | PC | GENERAL PURPOSES | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,012,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $788 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $48,029 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $11,958,985 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $48,817 | ExclusionAmt |
| Related Or Exempt Function Incm | $11,958,985 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $12,007,802 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | N/A |
| 4 | N/A |
| 8 | N/A |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | MR ALBERT FRIED JR | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9999 COLLINS AVENUE APT 8G | AddressLine1Txt |
| City | BAL HARBOUR | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33154 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,822,150 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | STAGWELL INC CLASS A STOCK; 415,000 SHARES | NoncashPropertyDesc |
| Fair Market Value | $3,822,150 | FairMarketValueAmt |
| Received | 2021-12-27 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $8,800 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (25 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC | $1,024,931 | $1,020,255 |
| MCDONALD'S CORP | $730,362 | $724,232 |
| ORACLE CORP | $1,052,435 | $1,031,691 |
| ROYAL CARIBBEAN CRUISES | $510,150 | $506,792 |
| STARBUCKS CORP | $960,493 | $957,928 |
| TOYOTA MOTORS | $996,845 | $981,890 |
| WELLS FARGO & CO | $848,053 | $846,745 |
| ALIBABA GROUP | $376,424 | $366,138 |
| ALPHABET INC | $1,061,485 | $1,056,185 |
| AMERICAN EXPRESS CREDIT | $511,588 | $510,180 |
| CIGNA CORP | $846,037 | $826,637 |
| CITIGROUP | $856,244 | $842,531 |
| COCA-COLA | $824,541 | $811,663 |
| COMCAST CORP | $754,250 | $737,796 |
| CVS HEALTH CORP | $738,568 | $722,816 |
| EBAY INC | $517,929 | $507,850 |
| GENERAL MOTORS CO | $748,011 | $729,874 |
| GILEAD SCIENCES | $728,716 | $719,766 |
| HONEYWELL | $836,125 | $821,324 |
| HP ENTERPRISE | $812,717 | $797,403 |
| LOWES COMPANIES INC | $505,933 | $505,783 |
| MARSH & MCLENNAN | $849,933 | $839,844 |
| PAYPAL | $813,611 | $803,344 |
| SCHLUMBERGER INVESTMENTS | $741,437 | $728,632 |
| SIMON PPTY | $750,713 | $740,383 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STAGWELL INC CLASS A | StockNm |
| EOY Book Value | $3,822,150 | EOYBookValueAmt |
| EOYFMV | $3,100,050 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| COST BASIS ADJUSTMENT | $5,913,274 |
| PENALTY | $80 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $210 | $0 | $0 |
| FILING FEES | $1,149 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $42,965 | Amt |
| Net Investment Income | $42,965 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL | CategoryTxt |
| Amt | $91,920 | Amt |
| Net Investment Income | $91,920 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |