GERALD J & DOROTHY R FRIEDMAN N Y FOUNDATION FOR MEDICAL RESEARCH: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- GERALD J & DOROTHY R FRIEDMAN N Y FOUNDATION FOR MEDICAL RESEARCH (EIN 13-4034562)
- Tax period
- 2020-03-01 to 2021-02-28
- Filed
- 2021-07-15
- IRS object ID
- 202111969349100506
- Schema version
- 2020v4.1
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-07-15T09:08:46-05:00 | ReturnTs |
| Tax Period End | 2021-02-28 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222428965 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 529 FIFTH AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100174683 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-03-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134034562 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GERALD J AND DOROTHY R FRIEDMAN | BusinessNameLine1Txt |
| Business Name Line2 | NEW YORK FOUNDATION FOR MEDICAL RESEARCH | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GERA | BusinessNameControlTxt |
| Phone | 2126971000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO CITRIN COOPERMAN 529 FIFTH AVE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANE FRIEDMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2126971000 | PhoneNum |
| Signature | 2021-07-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JANE | PersonFirstNm |
| Person Last | FRIEDMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH J BARRECA | PreparerPersonNm |
| PTIN | P00310073 | PTIN |
| Phone | 2126971000 | PhoneNum |
| Preparation | 2021-07-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $57,604,858 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $652,913 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $652,913 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,149,865 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $22,535,165 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,149,865 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,802,778 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,802,778 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $390,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $390,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $31,346 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $15,673 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $15,673 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $88,814 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $44,407 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $44,407 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $289,891 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $289,891 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $98,750 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $15,076 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $17,108 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,749 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,749 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $902,550 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $365,047 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $470,937 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,926,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,926,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,828,800 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $365,047 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,397,187 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,026,022 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,437,731 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,782,400 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,799,973 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,799,973 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $1,500,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $1,500,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $1,500,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $1,500,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $16,502,319 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,932,380 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $24,072,915 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $10,416,664 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,686,179 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $7,896,373 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $10,102,890 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $9,723,658 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $10,102,890 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $10,102,890 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $4,367,514 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,231,252 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,861,217 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $357,740 | OtherAssetsBOYAmt |
| Other Assets EOY | $371,490 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $371,490 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $44,650,295 | TotalAssetsBOYAmt |
| Total Assets EOY | $42,624,164 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $57,604,858 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $134 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $25 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $134 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $25 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $43,410,569 | CapitalStockBOYAmt |
| Capital Stock EOY | $43,410,569 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,239,592 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$786,430 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $44,650,161 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $42,624,139 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $44,650,295 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $42,624,164 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $44,650,161 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,026,022 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $42,624,139 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $42,624,139 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $19,721,097 | $19,214,319 | $506,778 | $506,778 |
| PUBLICLY TRADED SECURITIES | D | $2,809,697 | $2,170,981 | $638,716 | $638,716 |
| CAPITAL GAINS DIVIDENDS | P | $4,371 | $4,371 | $4,371 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,149,865 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19,984 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $19,984 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $19,984 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $45,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $45,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $152 | EsPenaltyAmt |
| Overpayment | $24,864 | OverpaymentAmt |
| Applied To ES Tax | $24,864 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CITRIN COOPERMAN | IndividualWithBooksNm |
| Phone | 2126971000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 529 FIFTH AVE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| JANE FRIEDMAN | ||||||||
| C/O CITRIN COOPERMAN 529 FIFTH AVE | NEW YORK | NY | 10017 | PRESIDENT | 60.00 | $300,000 | $0 | $0 |
| JUDITH KENNEDY | ||||||||
| C/O CITRIN COOPERMAN 529 FIFTH AVE | NEW YORK | NY | 10017 | VICE PRESIDENT | 10.00 | $45,000 | $0 | $0 |
| SUSAN THOMASES | ||||||||
| C/O CITRIN COOPERMAN 529 FIFTH AVE | NEW YORK | NY | 10017 | EXECUTIVE VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| MARK SATLOF | ||||||||
| C/O CITRIN COOPERMAN 529 FIFTH AVE | NEW YORK | NY | 10017 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| GEORGE SERRANO | ||||||||
| C/O CITRIN COOPERMAN 529 FIFTH AVE | NEW YORK | NY | 10017 | SECRETARY & TREASURER | 10.00 | $45,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NEUBERGER BERMAN BD LLC | |||||
| PO BOX 145443 | CINCINNATI | OH | 45250 | ADVISORY | $111,894 |
| CITRIN COOPERMAN & CO LLP | |||||
| 529 FIFTH AVENUE | NEW YORK | NY | 10017 | ACCOUNTING | $63,290 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $32,645,920 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,035,913 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $8,309,401 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $42,991,234 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $42,991,234 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $644,869 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $42,346,365 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,117,318 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,117,318 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,984 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,984 | TotalTaxAmt |
| Distributable Before Adj | $2,097,334 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,097,334 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,097,334 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,397,187 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,397,187 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,397,187 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,097,334 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,443,141 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,143,499 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $14,843,299 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,220,690 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $942,508 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $21,593,137 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,397,187 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,097,334 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,299,853 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $22,892,990 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,443,141 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $21,449,849 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,143,499 | ExcessFromYear4Amt |
| Excess From Year3 | $14,843,299 | ExcessFromYear3Amt |
| Excess From Year2 | $2,220,690 | ExcessFromYear2Amt |
| Excess From Year1 | $942,508 | ExcessFromYear1Amt |
| Excess From Current Year | $1,299,853 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| NORTHWELL HEALTH FOUNDATION | ||||||
| 2000 MARCUS AVENUE | NEW HYDE PARK | NY | 11042 | PC | AN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. | $2,010,000 |
| THE ACTORS FUND OF AMERICA | ||||||
| 1140 AVENUE OF THE AMERICAS | NEW YORK | NY | 10036 | PC | AN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. | $600,000 |
| ROSIE'S THEATER KIDS | ||||||
| 445 W 45TH STREET | NEW YORK | NY | 10036 | PC | AN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. | $100,000 |
| SOME SERIOUS BUSINESS | ||||||
| PO BOX 35 | ABIQUIU | NM | 87510 | PC | AN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. | $100,000 |
| LA MAMA EXPERIMENTAL THEATRE CLUB | ||||||
| 74A E 4TH STREET | NEW YORK | NY | 10013 | PC | AN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. | $50,000 |
| DIXON PLACE | ||||||
| 161A CHRYSTIE STREET GROUND FLOOR | BOSTON | MA | 02131 | PC | AN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. | $30,000 |
| THE OLD CHURCH SOCIETY | ||||||
| 1422 SW 11TH AVENUE | PORTLAND | OR | 97201 | PC | AN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. | $11,000 |
| THE VANGELINE THEATER | ||||||
| 494 COURT STREET SUITE 4 | BROOKLYN | NY | 11231 | PC | AN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. | $10,000 |
| APICHA COMMUNITY HEALTH CENTER | ||||||
| 400 BROADWAY | NEW YORK | NY | 10013 | PC | AN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. | $10,000 |
| THE MILITARY RELIGIOUS FREEDOM FOUNDATION | ||||||
| 13170-B CENTRAL AVENUE SE SUITE 255 | ALBUQUERQUE | NM | 87123 | PC | AN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. | $2,000 |
| LENOX HILL HOSPITAL - NORTHWELL HEALTH | ||||||
| 100 E 77TH STREET | NEW YORK | NY | 10075 | PC | COVID-19 RELATED GRANT. | $3,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,926,250 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $652,913 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,149,865 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,802,778 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,802,778 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $88,814 | Amt |
| Net Investment Income | $44,407 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $44,407 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FR 1422 | $3,603,419 | $3,585,706 |
| MS 8701 | $4,082,760 | $4,310,667 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| NEUBERGER | $3,546,388 | $7,546,859 |
| FR 9064 | $2,290,349 | $4,145,017 |
| FR 3629 | $3,107,561 | $5,227,834 |
| MS 8700 | $4,456,691 | $4,940,253 |
| FR 9080 | $1,531,391 | $2,212,952 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GOLDMAN SACHS | AT COST | $881,252 | $9,982 |
| ALKEON GROWTH OFFSHORE FUND 06-2012 | AT COST | $3,350,000 | $9,828,271 |
| JPM 7005 | AT COST | $0 | $22,964 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $31,346 | LegalFeesAmt |
| Net Investment Income | $15,673 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15,673 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ARTWORK | Desc |
| BOY Book Value | $357,740 | BOYBookValueAmt |
| EOY Book Value | $371,490 | EOYBookValueAmt |
| EOYFMV | $371,490 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $405 | $0 | $405 |
| OTHER EXPENSES | $3,344 | $0 | $3,344 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL LIABILITIES PAYABLE | Desc |
| BOY Book Value | $134 | BOYBookValueAmt |
| EOY Book Value | $25 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $289,891 | Amt |
| Net Investment Income | $289,891 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $15,076 | $15,076 | $0 |
| PAYROLL TAXES | $17,108 | $0 | $17,108 |
| FEDERAL TAXES | $66,566 | $0 | $0 |
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