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KENNETH J & MARILYNN J FRIEDMAN FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
KENNETH J & MARILYNN J FRIEDMAN FAMILY FOUNDATION (EIN 91-2147173)
Tax period
2024-07-01 to 2025-06-30
Filed
2025-08-12
IRS object ID
202502249349101020
Schema version
2024v5.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-08-12T15:38:51-07:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN953992058PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Blankstein & CompanyBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15850 Canoga Ave Suite 220AddressLine1Txt
CityWoodland hillsCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91367ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN912147173EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KENNETH J AND MARILYNN J FRIEDMANBusinessNameLine1Txt
Business Name Line2FAMILY FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlKENNBusinessNameControlTxt
Phone8187665542PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line121650 BURBANK BLVD 122AddressLine1Txt
CityWOODLAND HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91367ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKENNETH J FRIEDMANPersonNm
Person TitleTrusteePersonTitleTxt
Signature2025-08-02SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDavid S Blankstein CPAPreparerPersonNm
PTINP00355467PTIN
Phone8183482000PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$86,214FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$80,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$4,769DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,769DividendsNetInvstIncmAmt
Dividends Adj Net Incm$4,769DividendsAdjNetIncmAmt
Total Rev And Expnss$84,769TotalRevAndExpnssAmt
Total Net Invst Incm$4,769TotalNetInvstIncmAmt
Total Adj Net Incm$4,769TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$9,500CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$4,750CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$4,750CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$4,750CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,450AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$725AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$725AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$122OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$36OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$86OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$11,072TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,511TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$4,750TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,561TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$56,750ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$56,750ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$67,822TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,511TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$4,750TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$62,311TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$16,947ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$19AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$16,625CashBOYAmt
Cash EOY$33,572CashEOYAmt
Cash EOYFMV$33,572CashEOYFMVAmt
Corporate Stock BOY$60,976CorporateStockBOYAmt
Corporate Stock EOY$60,976CorporateStockEOYAmt
Corporate Stock EOYFMV$52,642CorporateStockEOYFMVAmt
Total Assets BOY$77,601TotalAssetsBOYAmt
Total Assets EOY$94,548TotalAssetsEOYAmt
Total Assets EOYFMV$86,214TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$77,601NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$94,548NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$77,601TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$94,548TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$77,601TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$94,548TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$77,601TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$16,947ExcessRevenueOverExpensesAmt
Subtotal$94,548SubtotalAmt
Tot Net Ast Or Fund Balances EOY$94,548TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Due$0TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

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 StateCAOrgReportOrRegisterStateCd
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
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1KENNETH J FRIEDMANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8187665542PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line121650 burbank blvd 122AddressLine1Txt
Citywoodland hillsCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91367ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
KENNETH J FRIEDMAN
21650 burbank blvd 122woodland hillsCA91367Trustee0.92$9,500
ALAYNE E MESKIN
25747 SHAKER BLVDBEACHWOODOH44122ADVISORY COMMIT0.00$0
DANIEL E FRIEDMAN
18434 BERMUDA STREETPORTER RANCHCA91326ADVISORY COMMIT0.00$0
ERIC J FRIEDMAN
5407 COLFAX AVE 123NORTH HOLLYWOODCA91601ADVISORY COMMIT0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$51,102AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$23,428AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$74,530TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$74,530AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,118CashDeemedCharitableAmt
Net Vl Noncharitable Assets$73,412NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,671MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,671MinimumInvestmentReturnAmt
Distributable Before Adj$3,671DistributableBeforeAdjAmt
Distributable Before Ded$3,671DistributableBeforeDedAmt
Distributable As Adjusted$3,671DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$62,311ExpensesAndContributionsAmt
Qualifying Distributions$62,311QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,671DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$68,822ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$23,992ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$101,419ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$22,559ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$45,292ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$262,084TotalExcessDistributionCyovAmt
Qualifying Distributions$62,311QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$3,671AppliedToCurrentYearAmt
Remaining Distri From Corpus$58,640RemainingDistriFromCorpusAmt
Total Corpus$320,724TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$68,822ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$251,902ExcessDistriCyovToNextYrAmt
Excess From Year4$23,992ExcessFromYear4Amt
Excess From Year3$101,419ExcessFromYear3Amt
Excess From Year2$22,559ExcessFromYear2Amt
Excess From Year1$45,292ExcessFromYear1Amt
Excess From Current Year$58,640ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ADAT ARI EL
12020 BURBANK BLVDVALLEY VILLAGECA91607N/APCGENERAL OPERATING PURPOSES$16,000
AMERICAN JEWISH UNIVERSITY
15600 MULHOLLAND DRBEL AIRCA90077N/APCGENERAL OPERATING PURPOSES$2,000
ANDREW GOODMAN FOUNDATION
55 EXCHANGE PLACE 402NEW YORKNY10005N/APCGENERAL OPERATING PURPOSES$1,000
BUILDERS OF JEWISH EDUCATION
6505 WILSHIRE BLVD 300LOS ANGELESCA90048N/APCGENERAL OPERATING PURPOSES$2,000
CENTER THEATRE GROUP
601 W TEMPLE STLOS ANGELESCA90012N/APCGENERAL OPERATING PURPOSES$3,500
CLEVELAND KOSHER FOOD PANTRY
2004 S GREEN ROADCLEVELANDOH44121N/APCGENERAL OPERATING PURPOSES$500
FOUNDATION FOR COMMUNITY ASSOCIATIO
6402 ARLINGTON BLVD 500FALLS CHURCHVA22042N/APCGENERAL OPERATING PURPOSES$500
HILLEL AT UCLA
574 HILGARD AVELOS ANGELESCA90024N/APCGENERAL OPERATING PURPOSES$3,000
HILLELS OF THE VALLEY
17729 plummer stnorthridgeCA91925N/APCGENERAL OPERATING PURPOSES$1,500
JEWISH FREE LOAN ASSOCIATION
6505 WILSHIRE BLVD 715LOS ANGELESCA90048N/APCGENERAL OPERATING PURPOSES$1,500
MASORTI FOUNDATION
475 RIVERSIDE DR 832NEW YORKNY10115N/APCGENERAL OPERATING PURPOSES$1,500
MAZON
1990 BUNDY DR 260LOS ANGELESCA90025N/APCGENERAL OPERATING PURPOSES$6,000
MOMENT
PO BOX 37859BOONEIA50037N/APCGENERAL OPERATING PURPOSES$500
YIDDISH BOOK CENTER
1021 WEST STAMHERSTMA01002N/APCGENERAL OPERATING PURPOSES$11,000
PICO UNION PROJECT
1153 VALENCIA STLOS ANGELESCA90005N/APCGENERAL OPERATING PURPOSES$500
TEMPLE RAMAT ZION
17655 DEVONSHIRE STNORTHRIDGECA91325N/APCGENERAL OPERATING PURPOSES$4,000
THE FORWARD
125 MAIDEN LANE 8TH FLOORNEW YORKNY10038N/APCGENERAL OPERATING PURPOSES$750
national organization of rare disor
1900 crown colony dr 310quincyMA02169N/APFGENERAL OPERATING PURPOSES$500
the deborah project
po box 212merion stationPA19066N/APFGENERAL OPERATING PURPOSES$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$56,750TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$4,769UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$4,769UnrelatedBusinessTaxblIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,769TotalIncomeProducingActyAmt

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 PersonESTATE OF CLAUDE I HOWARDContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line121650 burbank blvd 122AddressLine1Txt
Citywoodland hillsCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91367ZIPCd
FieldValueIRS element (for citing)
Total Contributions$80,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
Categoryaccounting feesCategoryTxt
Amt$1,450Amt
Net Investment Income$725NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$725DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
1739 shares liberty allstar equity fund$10,261$11,843
2850 shares allspring global div. opp.$16,977$15,361
1575 shares calamos global dynamic fund$16,779$11,230
4800 shares credit suisse asset mgmt$16,959$14,208

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
filing fees$50$50
office supplies$72$36$36

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