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FRIEDMAN - FRENCH FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
FRIEDMAN - FRENCH FOUNDATION INC (EIN 52-1853718)
Tax period
2019-07-01 to 2020-06-30
Filed
2021-05-14
IRS object ID
202131349349103013
Schema version
2019v5.2
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)
Return2021-05-14T17:48:48-05:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN471284962PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WARRING & COMPANY VA LLC CPASBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 244AddressLine1Txt
CityALEXANDRIACityNm
State AbbreviationVAStateAbbreviationCd
ZIP22313ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN521853718EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FRIEDMAN-FRENCH FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFRIEBusinessNameControlTxt
Phone2023328263PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12330 CALIFORNIA STREET NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP200081637ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEMANUEL FRIEDMANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2023328263PhoneNum
Signature2021-05-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKATHRYN COZZENSPreparerPersonNm
PTINP00730458PTIN
Phone7037786548PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$40,358,704FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$3,654,311ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$4,853InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4,853InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$2,897,671DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,897,671DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,250,699NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,380,718GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,250,699CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$421,998OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$421,998OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$9,229,532TotalRevAndExpnssAmt
Total Net Invst Incm$5,575,221TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$15,183LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$15,183LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Taxes Rev And Expnss$337,556TaxesRevAndExpnssAmt
Taxes Net Invst Incm$4TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$758,755OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$758,755OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,111,494TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$773,942TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,217,700ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,217,700ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,329,194TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$773,942TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,217,700TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$5,900,338ExcessRevenueOverExpensesAmt
Net Investment Income$4,801,279NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$3,018,424CashBOYAmt
Cash EOY$1,412,547CashEOYAmt
Cash EOYFMV$1,412,547CashEOYFMVAmt
Corporate Stock BOY$368,125CorporateStockBOYAmt
Corporate Stock EOY$368,125CorporateStockEOYAmt
Corporate Stock EOYFMV$115CorporateStockEOYFMVAmt
Other Investments BOY$42,886,442OtherInvestmentsBOYAmt
Other Investments EOY$49,780,451OtherInvestmentsEOYAmt
Other Investments EOYFMV$38,813,836OtherInvestmentsEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$132,206OtherAssetsEOYAmt
Other Assets EOYFMV$132,206OtherAssetsEOYFMVAmt
Total Assets BOY$46,272,991TotalAssetsBOYAmt
Total Assets EOY$51,693,329TotalAssetsEOYAmt
Total Assets EOYFMV$40,358,704TotalAssetsEOYFMVAmt
Other Liabilities BOY$480,000OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$480,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$45,792,991RetainedEarningBOYAmt
Retained Earning EOY$51,693,329RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$45,792,991TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$51,693,329TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$46,272,991TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$51,693,329TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$45,792,991TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$5,900,338ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$51,693,329SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$51,693,329TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
FROM PASSTHROUGHS - ARMADILLO FINANCIAL FUND II LPP$252$252$252
FROM PASSTHROUGHS - BSOF PARALLEL MASTER FUND LPP-$22,148-$22,148$22,148
FROM PASSTHROUGHS - EJF FINANCIAL SERVICES FUND, LPP-$37,100-$37,100$37,100
FROM PASSTHROUGHS - EJF FINANCIAL SERVICES FUND, LPP$60,330$60,330$60,330
FROM PASSTHROUGHS - EJF INCOME FUND, LPP-$9,350-$9,350$9,350
FROM PASSTHROUGHS - EJF INCOME FUND, LPP$1,767$1,767$1,767
FROM PASSTHROUGHS -EJF INSURANCE TRUPS FUND LPP$4,555$4,555$4,555
FROM PASSTHROUGHS -EJF INVESTMENTS LIMITEDP$180$180$180
FROM PASSTHROUGHS -EJF INVESTMENTS LIMITEDP-$13,885-$13,885$13,885
BUILT IN GAIN - EJF INVESTMENTS LIMITEDP$2,028,424$2,028,424$2,028,424
FROM PASSTHROUGHS - EJF SPECIALTY FINANCE OPP OFFSHORE FUNDP$1,106$1,106$1,106
FROM PASSTHROUGHS - FBR INFINITY II VENTURES LPP$17,659$17,659$17,659
FROM PASSTHROUGHS - FINANCIAL OPPORTUNITY FUND LLCP-$45,483-$45,483$45,483
FROM PASSTHROUGHS - FINANCIAL OPPORTUNITY FUND LLCP$266,445$266,445$266,445
LOSS ON DISPOSAL - EJF INSURANCES TRUPS FUND LPP-$2,053-$2,053$2,053
FieldValueIRS element (for citing)
Capital Gain Net Income$2,250,699CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$2,985,280AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$49,270,643NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.060589DistributionYr1Rt
Adjusted Qlfy Distri Yr2$2,143,514AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$42,202,571NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.050791DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,674,369AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$31,999,348NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.052325DistributionYr3Rt
Adjusted Qlfy Distri Yr4$2,169,914AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$23,586,381NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.091999DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,144,550AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$22,201,709NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.051552DistributionYr5Rt
Total Distribution0.307256TotalDistributionRt
Average Distribution0.061451AverageDistributionRt
Net Vl Noncharitable Assets$46,433,536NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$2,853,387AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$48,013NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$2,901,400AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$2,217,700QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$96,026InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$96,026SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$96,026TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$127,360EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$20,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$147,360TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$3EsPenaltyAmt
Overpayment$51,331OverpaymentAmt
Applied To ES Tax$51,331AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateDCOrgReportOrRegisterStateCd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressNOT APPLICABLEWebsiteAddressTxt
Individual With BooksKINDY FRENCHIndividualWithBooksNm
Phone2023328102PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12330 CALIFORNIA STREET NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20008ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
EMANUEL FRIEDMAN
2330 CALIFORNIA STREET NWWASHINGTONDC200081637PRESIDENT & TREASURER2.00$0$0$0
KINDY FRENCH
2330 CALIFORNIA STREET NWWASHINGTONDC200081637VICE PRESIDENT & ASST TREA2.00$0$0$0
SIMONE FRIEDMAN
2330 CALIFORNIA STREET NWWASHINGTONDC200081637SECRETARY2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE FOUNDATION'S CHARITABLE ACTIVITIES CONSISTS SOLELY OF MAKING CONTRIBUTIONS TO A VARIETY OF CHARITABLE ORGANIZATIONS.Description1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$45,954,254AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,054,186AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$132,206FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$47,140,646TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$47,140,646AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$707,110CashDeemedCharitableAmt
Net Vl Noncharitable Assets$46,433,536NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,321,677MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,321,677MinimumInvestmentReturnAmt
Tax Based On Investment Income$96,026TaxBasedOnInvestmentIncomeAmt
Income Tax$2,558IncomeTaxAmt
Total Tax$98,584TotalTaxAmt
Distributable Before Adj$2,223,093DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,223,093DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,223,093DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,217,700ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,217,700QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$2,217,700AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,223,093DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$42,045ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,126,434ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$105,865ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$333,411ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$775,304ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,383,059TotalExcessDistributionCyovAmt
Qualifying Distributions$2,217,700QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,217,700AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$5,393ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$5,393ExcessDistributionCyovAppCYAmt
Total Corpus$2,377,666TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$36,652ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,341,014ExcessDistriCyovToNextYrAmt
Excess From Year4$1,126,434ExcessFromYear4Amt
Excess From Year3$105,865ExcessFromYear3Amt
Excess From Year2$333,411ExcessFromYear2Amt
Excess From Year1$775,304ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerEMANUEL FRIEDMANContributingManagerNm
Contributing ManagerKINDY FRENCHContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AFRICAN AMERICAN CIVIL WAR MEMORIAL FREEDOM FOUNDATION
1925 VERMONT AVE NWWASHINGTONDC20001PCDONATION$5,000
ANTI DEFAMATION LEAGUE FOUNDATION
605 THIRD AVENEW YORKNY10158PCDONATION$25,000
BEDFORD STUYVESANT RESTORATION CORP
1368 FULTON STREETBROOKLYNNY11216PCDONATION$5,000
CAPTAIN PLANET FOUNDATION
133 LUCKIE ST 2ND FLOORATLANTAGA30303PCDONATION$12,500
CHAI LIFELINE
151 W 30TH ST THIRD FLNEW YORKNY10001PCDONATION$18,000
CHARITIES AID FUND AMERICA
225 REINEKERS LANE STE 375ALEXANDRIAVA22314PCDONATION$61,500
CHEETAH CONSERVATION FUND
PO BOX 2496ALEXANDRIAVA22301PCDONATION$5,000
CHILDREN'S NATIONAL MEDICAL CENTER
111 MICHIGAN AVE NWWASHINGTONDC20010PCDONATION$300,000
CITY OF HARDEEVILLE
PO BOX 609HARDEEVILLESC29927PCDONATION$350,000
EARTH X
4311 OAK LAWNDALLASTX75219PCDONATION$25,000
EMERGE FELLOWSHIP
11251 NW FWY 330HOUSTONTX77092PCDONATION$5,000
ENVIRONMENTAL MEDIA ASSOCIATION
10153 1/2 RIVERSIDE DR STE 340TOLCUA LAKECA91602PCDONATION$260,000
GLOBAL WILDLIFE CONSERVATION
PO BOX 129AUSTINTX78767PCDONATION$100,000
GROWTORAH
282 ELM AVETEENECKNJ07666PCDONATION$25,000
HAZON
25 BROADWAY SUITE 1700NEW YORKNY10004PCDONATION$100,000
INTERNATIONAL DOCUMENTARY ASSOCIATION
3470 WILSHIRE BLVD STE 980LOS ANGELESCA90010PCDONATION$11,000
JEWISH FUNDERS NETWORK
150 WEST 30TH STREET STE 900NEW YORKNY10001PCDONATION$8,000
MEDSTAR WASHINGTON HOSPITAL CENTER
10980 GRANTCHESTER WAYCOLUMBIAMD21044PCDONATION$25,000
MERIDIAN INSTITUTE
PO BOX 1829DILLONCO80435PCDONATION$10,000
MILKEN INSTITUTE
1250 FOURTH STREETSANTA MONICACA90401PCDONATION$350,000
MILTON GOTTESMAN JEWISH DAY SCHOOL
6045 16TH ST NWWASHINGTONDC20011PCDONATION$5,000
MIZEL INSTITUTE
4350 MONACO STREET 5TH FLDENVERCO80237PCDONATION$50,000
MULTIPLIES FKA TRUST FOR CONSERVATION INNOVATION
548 MARKET STREET PMB 81178SAN FRANCISCOCA94104PCDONATION$10,000
NATIONAL CENTER FOR FAMILY PHILANTHROPY
1667 K STREET NW STE 550WASHINGTONDC20006PCDONATION$10,000
NORTH AMERICAN ASSOCIATION FOR ENVIRONMENTAL EDUCATION
1725 DESALES STREET NW STE 401WASHINGTONDC20036PCDONATION$15,000
PROSTATE CANCER FOUNDATION
1250 FOURTH STREETSANTA MONICACA90401PCDONATION$25,000
RICK'S PLACE
85 POST OFFICE PARK STE 8521WILBRAHAMMA01095PCDONATION$5,000
SHAKESPEARE THEATER COMPANY
516 8TH STREET SEWASHINGTONDC20003PCDONATION$5,000
SIXTH & I HISTORIC SYNAGOGUE
600 I STREET NWWASHINGTONDC20001PCDONATION$5,500
SOUTHERN ALLIANCE FOR CLEAN ENERGY
PO BOX 1842KNOXVILLETN37901PCDONATION$12,500
STOP IVORY
641 LEXINGTON AVENUE 15TH FLNEW YORKNY10022PCDONATION$25,000
TALMUDICAL ACADEMY OF BALTIMORE
4445 OLD COURT RDPIKESVILLEMD21208PCDONATION$300,000
US AGAINST ALZHEIMER'S NETWORK
2 WISCONSIN CIRCLE STE 700CHEVY CHASEMD20815PCDONATION$25,000
UTAH STATE UNIVERSITY
1590 OLD MAIN HILLLOGANUT84322PCDONATION$23,700
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,217,700TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,853ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,897,671ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$421,998ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,250,699ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$5,575,221ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,575,221TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number8LineNumberTxt
Relationship StatementINCOME IS GENERATED FROM INVESTMENTS USED TO SUPPORT ALL CHARITABLE DONATIONS FROM THE FOUNDATION. ADDITIONALLY, THE INCOME REMAINS IN THE FOUNDATIONS' INVESTMENT ACCOUNTS AND IS USED TO FURTHER ITS CHARITABLE PURPOSE.RelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
EMANUEL FRIEDMAN AND KINDY FRENCH
12330 CALIFORNIA ST NWWASHINGTONDC20008$25,000Yes (X)
EMANUEL FRIEDMAN AND KINDY FRENCH
22330 CALIFORNIA ST NWWASHINGTONDC20008$1,931,642Yes (X)
EMANUEL FRIEDMAN AND KINDY FRENCH
32330 CALIFORNIA ST NWWASHINGTONDC20008$1,697,669Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
2.516061% INTEREST IN EJF SIDECAR FUND SERIES LLC - SMALL FINANCIAL EQUITIES SERIES$1,931,6422019-12-31
337.717831% INTEREST OF EJF SPECIALTY FINANCE SOLUTIONS FUND, LP$1,697,6692019-12-31

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
Stock95 SHARES ALLINStockNm
EOY Book Value$368,125EOYBookValueAmt
EOYFMV$115EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (16 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
FBR INFINITY II VENTURES, LPAT COST$209,302$209,302
EJF INVESTMENTS LIMITED (CHEETAH HOLDINGS)AT COST$28,719,449$17,574,861
EJF DEBT OPPORTUNITIES OFFSHORE FUND LTDFMV$3,544,948$5,648,890
EJF INCOME FUNDFMV$216,351$241,647
EJF FINANCIAL SERVICES FUNDFMV$1,917,678$1,604,026
ARMADILLO FINANCIAL FUND LPFMV$1,374,899$128,400
EJF SPECIALTY FINANCE OPPORTUNITY OFFSHORE FUNDFMV$163,756$140,616
ARMADILLO FINANCIAL FUND II LPFMV$160,841$140,954
EJF TRUST PREFERRED FUND LPFMV$785,893$353,820
BSOF PARALLEL MASTER FUND LPFMV$1,676,922$2,467,610
EJF SIDECAR FUND SMALL FINANCE EQUITIESFMV$1,786,287$1,386,490
FINANCIAL OPPORTUNITY FUND LLCFMV$3,990,159$3,990,159
ARMADILLO FINANCIAL OPPORTUNITY OFFSHORE FUND III LP (CHEETAH HOLDINGS)FMV$1,104,655$1,322,552
EJF TACTICAL OPPORTUNITIES FUND, LP (CHEETAH HOLDINGS)FMV$500,000$544,385
EJF SIDECAR FUND - SERIES, LLC SMALL FINANCE EQUITIESFMV$1,931,642$1,397,446
EJF SPECIALTY FINANCE SOLUTIONSFMV$1,697,669$1,662,678

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp (2 entries)

CategoryCategoryTxtLegal FeesLegalFeesAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
LEGAL FEES$5,933$5,933$0
ACCOUNTING FEES$9,250$9,250$0

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescEJF TRUST PREFERRED MASTER FUND LOANDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$132,206EOYBookValueAmt
EOYFMV$132,206EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
GENESIS MANAGEMENT FEES$10,319$10,319$0
LICENSES & FEES$2,770$2,770$0
INSURANCE EXPENSES$16,453$16,453$0
PASS-THROUGH: FBR INFINITY II VENTURES, LP$1,076$1,076$0
PASS-THROUGH: EJF SPECIALTY FINANCE OPPORTUNITIES OFFSHOREFUND, LP$2,008$2,008$0
PASS-THROUGH: EJF INVESTMENTS LIMITED$505,573$505,573$0
PASS-THROUGH: EJF FINANCIAL SERVICES FUND, LP$59,333$59,333$0
PASS-THROUGH: EJF INCOME FUND, LP$13,126$13,126$0
PASS-THROUGH: ARMADILLO FINANCIAL FUND, LP$9,087$9,087$0
PASS-THROUGH: EJF INSURANCE TRUPS FUND, LP$2,015$2,015$0
PASS-THROUGH: ARMADILLO FINANCIAL FUND II, LP$5,666$5,666$0
PASS-THROUGH: BSOF PARALLEL MASTER FUND, LP$63,653$63,653$0
PASS-THROUGH: FINANCIAL OPPORTUNITY FUND LLC$67,676$67,676$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
EJF INSURANCE TRUPS FUND, LP - OTHER LOSSES-$1,931-$1,931-$1,931
EJF INCOME FUND, LP - OTHER LOSSES-$2,337-$2,337-$2,337
ARMADILLO FINANCIAL FUND II LP - OTHER INCOME$4,699$4,699$4,699
BSOF PARALLEL MASTER FUND LP - OTHER LOSSES-$42-$42-$42
EJF INVESTMENTS LIMITED - OTHER LOSS$416,547$416,547$416,547
FINANCIAL OPPORTUNITY FUND LLC - OTHER INCOME$61$61$61
MISCELLANEOUS OTHER INCOME$5,001$5,001$5,001

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescARMADILLO FINANCIAL OPPORTUNITY OFFSHORE FUND III LP - CONTRIBUTION PAYABLEDesc
BOY Book Value$480,000BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID$4$4$0
TAX PAYMENTS$335,000$0$0
PENALTIES$2,552$0$0

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