FRIED FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- FRIED FOUNDATION INC (EIN 13-6197403)
- Tax period
- 2019-02-01 to 2020-01-31
- Filed
- 2021-01-13
- IRS object ID
- 202100139349100900
- Schema version
- 2019v5.1
- 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
- Form 990-PF
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-01-13T10:24:52-06:00 | ReturnTs |
| Tax Period End | 2020-01-31 | 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 | 2019-02-01 | 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 | 2021-01-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EVAN R BELL CPA | PreparerPersonNm |
| PTIN | P00540559 | PTIN |
| Phone | 2129496700 | PhoneNum |
| Preparation | 2021-01-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $15,396,653 | 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 | $2,021,175 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,458 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,458 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $95,277 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $95,277 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,721,701 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,672,295 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,721,701 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $57 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,839,668 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,818,436 | 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 |
| Other Prof Fees Rev And Expnss | $3,630 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,630 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $50 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $22,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14,593 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $40,273 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,630 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $584,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $584,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $624,423 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,630 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $584,150 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,215,245 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,814,806 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $47,044 | CashBOYAmt |
| Cash EOY | $528,200 | CashEOYAmt |
| Cash EOYFMV | $528,200 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $553,049 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $553,049 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,568,392 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,879,367 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,950,722 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,634,142 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,369,862 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,364,682 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $296,285 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $9,545,863 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,330,478 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,396,653 | 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 | $9,545,863 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,330,478 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,545,863 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,330,478 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,545,863 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,330,478 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,545,863 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,215,245 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $13,761,108 | SubtotalAmt |
| Other Decreases | $1,430,630 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,330,478 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CREDIT SUISSE NEW YORK | P | 2018-03-29 | 2019-08-13 | $500,000 | $500,000 | $0 | $0 |
| JEFFERIES GROUP INC | P | 2018-03-29 | 2019-07-15 | $500,000 | $500,000 | $0 | $0 |
| VALERO ENERGY CORP | P | 2018-03-29 | 2019-04-25 | $512,395 | $513,265 | -$870 | -$870 |
| NOVANTA INC | P | 2019-05-07 | 2019-05-08 | $165,757 | $157,760 | $7,997 | $7,997 |
| NOVANTA INC | D | 2011-09-09 | 2019-03-12 | $337,356 | $33,822 | $303,534 | $303,534 |
| NOVANTA INC | D | 2011-09-09 | 2019-03-15 | $172,878 | $16,911 | $155,967 | $155,967 |
| NOVANTA INC | D | 2011-09-26 | 2019-04-09 | $176,878 | $16,520 | $160,358 | $160,358 |
| NOVANTA INC | D | 2013-06-04 | 2019-06-07 | $165,757 | $16,429 | $149,328 | $149,328 |
| NOVANTA INC | D | 2013-06-04 | 2019-06-10 | $169,756 | $16,401 | $153,355 | $153,355 |
| NOVANTA INC | D | 2013-06-04 | 2019-06-17 | $173,756 | $16,401 | $157,355 | $157,355 |
| NOVANTA INC | D | 2013-06-04 | 2019-06-18 | $177,316 | $16,401 | $160,915 | $160,915 |
| NOVANTA INC | D | 2013-06-04 | 2019-06-19 | $180,876 | $16,401 | $164,475 | $164,475 |
| NOVANTA INC | D | 2013-06-05 | 2019-06-20 | $184,876 | $16,303 | $168,573 | $168,573 |
| NOVANTA INC | D | 2013-06-05 | 2019-06-28 | $188,876 | $16,290 | $172,586 | $172,586 |
| NOVANTA INC | D | 2013-06-05 | 2019-09-12 | $164,877 | $16,290 | $148,587 | $148,587 |
| NOVANTA INC | D | 2013-06-05 | 2019-09-16 | $168,877 | $16,290 | $152,587 | $152,587 |
| NOVANTA INC | D | 2013-06-05 | 2019-10-18 | $172,876 | $16,290 | $156,586 | $156,586 |
| NOVANTA INC | D | 2013-06-05 | 2019-10-21 | $176,876 | $16,290 | $160,586 | $160,586 |
| NOVANTA INC | D | 2013-06-05 | 2020-01-15 | $188,876 | $16,290 | $172,586 | $172,586 |
| NOVANTA INC | D | 2013-05-31 | 2020-01-22 | $193,436 | $16,240 | $177,196 | $177,196 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,721,701 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $327,150 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,151,055 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.040136 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $152,600 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,022,337 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.075457 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $61,745 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,064,605 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.057998 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $126,250 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $877,072 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.143945 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $543,659 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $844,208 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.643987 | DistributionYr5Rt |
| Total Distribution | 0.961523 | TotalDistributionRt |
| Average Distribution | 0.192305 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $12,957,245 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,491,743 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $28,148 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,519,891 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $584,150 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $56,296 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $56,296 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $56,296 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,086 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $77,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $88,086 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $152 | EsPenaltyAmt |
| Overpayment | $31,638 | OverpaymentAmt |
| Applied To ES Tax | $31,638 | 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 | $11,986,423 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,168,140 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,154,563 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,154,563 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $197,318 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,957,245 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $647,862 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $647,862 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $56,296 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $56,296 | TotalTaxAmt |
| Distributable Before Adj | $591,566 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $591,566 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $591,566 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $584,150 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $584,150 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $584,150 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $591,566 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $501,481 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $82,412 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $8,515 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $51,494 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $643,902 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $584,150 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $584,150 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $7,416 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $7,416 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $636,486 | 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 | $494,065 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $142,421 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $82,412 | ExcessFromYear4Amt |
| Excess From Year3 | $8,515 | ExcessFromYear3Amt |
| Excess From Year2 | $51,494 | ExcessFromYear2Amt |
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 (10 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 | $15,000 |
| COMMUNITY MAYORS FOR SPECIAL CHILDREN | ||||||
| 9728 THIRD AVENUE SUITE 632 | BROOKLYN | NY | 11209 | PC | GENERAL PURPOSES | $500 |
| CORNELL UNIVERSITY | ||||||
| 130 EAST SENECA STREET | ITHACA | NY | 14850 | PC | GENERAL PURPOSES | $230,500 |
| HONORARY FIRE OFFICERS ASSOCIATION | ||||||
| 305 EAST 40TH STREET APT 17M | NEW YORK | NY | 10016 | PC | GENERAL PURPOSES | $150 |
| NATIONAL ORGANIZATION FOR DISORDERS OF THE CORPUS CALLOSUM | ||||||
| PMB 363 18032-C LEMOND DR | YORBA LINDA | CA | 92886 | PC | GENERAL PURPOSES | $10,000 |
| NY STATE TROOPER FOUNDATION | ||||||
| 3 AIRPORT BOULEVARD | LATHAM | NY | 12110 | PC | GENERAL PURPOSES | $20,000 |
| TABOR ACADEMY | ||||||
| 66 SPRING STREET | MARION | MA | 02738 | PC | GENERAL PURPOSES | $190,000 |
| THE CENTURION FOUNDATION | ||||||
| 45 BROADWAY 24TH FLOOR | NEW YORK | NY | 10006 | PC | GENERAL PURPOSES | $105,000 |
| THE CULINARY INSTITUTE OF AMERICA | ||||||
| 1946 CAMPUS DRIVE | HYDE PARK | NY | 12538 | PC | GENERAL PURPOSES | $8,500 |
| TRRAC | ||||||
| 1799 POCOPSON ROAD | WEST CHESTER | PA | 19382 | PC | GENERAL PURPOSES | $4,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $584,150 | 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 | $1,458 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $95,277 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $57 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,721,701 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $96,735 | ExclusionAmt |
| Related Or Exempt Function Incm | $2,721,758 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,818,493 | 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 ALFRED 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 | $2,021,175 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | $2,021,175 NOVANTA INC; 22,500 SHARES | NoncashPropertyDesc |
| Fair Market Value | $2,021,175 | FairMarketValueAmt |
| Received | 2019-12-27 | ReceivedDt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (11 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MORGAN STANLEY | $512,766 | $508,810 |
| ROYAL CARIBBEAN CRUISES | $529,517 | $542,475 |
| AT&T | $501,229 | $500,650 |
| CVS HEALTH CORP | $503,796 | $501,800 |
| GENERAL DYNAMICS CORP | $502,984 | $501,550 |
| GENERAL MOTORS CO | $505,222 | $502,175 |
| JP MORGAN CHASE & CO | $512,647 | $506,270 |
| AMERICAN EXPRESS CREDIT | $100,019 | $100,000 |
| APPLE INC | $99,995 | $100,052 |
| GOLDMAN SACHS GROUP INC | $100,200 | $100,115 |
| QUALCOMM INC | $501,487 | $500,785 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | NOVANTA INC CAD | StockNm |
| EOY Book Value | $6,879,367 | EOYBookValueAmt |
| EOYFMV | $9,950,722 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER DEPOSITS | Desc |
| BOY Book Value | $296,285 | BOYBookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $1,430,630 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $13,581 | $0 | $0 |
| FILING FEES | $1,012 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Revenue And Expenses Per Books | $57 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $57 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $3,630 | Amt |
| Net Investment Income | $3,630 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL | CategoryTxt |
| Amt | $22,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |