GERALD J & DOROTHY R FRIEDMAN N Y FOUNDATION FOR MEDICAL RESEARCH: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- GERALD J & DOROTHY R FRIEDMAN N Y FOUNDATION FOR MEDICAL RESEARCH (EIN 13-4034562)
- Tax period
- 2018-03-01 to 2019-02-28
- Filed
- 2020-01-15
- IRS object ID
- 202030159349100363
- Schema version
- 2018v3.1
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-01-15T15:02:28-06:00 | ReturnTs |
| Tax Period End | 2019-02-28 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 AVENUE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-03-01 | 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 | 2122970400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O COHNREZNICK LLP 1301 6TH AVE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANE FRIEDMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2122970400 | PhoneNum |
| Signature | 2020-01-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHANIE PERVEZ | PreparerPersonNm |
| PTIN | P01069236 | PTIN |
| Phone | 2122970400 | PhoneNum |
| Preparation | 2020-01-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | 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 | $29,764,671 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $4,513,554 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $372,165 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $372,165 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $257,112 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,585,106 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $294,954 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $7,682 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $897 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,150,513 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $668,016 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $135,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $135,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $72,436 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $36,218 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $36,218 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $124,912 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $124,912 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $184 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $184 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $35,293 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $14,678 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $10,615 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $42,283 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,958 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $30,325 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $422,608 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $194,200 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $218,408 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,765,395 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,765,395 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,188,003 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $194,200 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,983,803 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,962,510 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $473,816 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $703,413 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,106,577 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,106,577 | 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 | $4,171,471 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,759,887 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,557,102 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,414,691 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,521,531 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,431,279 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $9,281,614 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $9,132,484 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $9,281,614 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $9,281,614 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $4,003,067 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,767,297 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,532,759 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $351,340 | OtherAssetsBOYAmt |
| Other Assets EOY | $355,340 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $355,340 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $25,276,466 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,292,246 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $29,764,671 | TotalAssetsEOYFMVAmt |
| Deferred Revenue EOY | $48,884 | DeferredRevenueEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $9,441 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $58,325 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $34,583,289 | CapitalStockBOYAmt |
| Capital Stock EOY | $34,583,289 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$9,306,823 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$7,349,368 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $25,276,466 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $27,233,921 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $25,276,466 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $27,292,246 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $25,276,466 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,962,510 | ExcessRevenueOverExpensesAmt |
| Other Increases | $13 | OtherIncreasesAmt |
| Subtotal | $27,238,989 | SubtotalAmt |
| Other Decreases | $5,068 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $27,233,921 | 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 | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $4,185,760 | $3,876,780 | $308,980 | $308,980 | ||
| THROUGH K-1 | P | $17,708 | $17,708 | $17,708 | 2018-01-01 | 2018-12-31 | |
| PUBLICLY TRADED SECURITIES | D | $381,638 | $413,372 | -$31,734 | -$31,734 | 2018-01-01 | 2018-12-31 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $294,954 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $15,783,963 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $19,012,765 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.830177 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,020,726 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $17,638,169 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.171261 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,832,965 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $19,479,762 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.145431 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $5,030,802 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $23,301,495 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.215900 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $677,951 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $24,115,808 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.028112 | DistributionYr5Rt |
| Total Distribution | 1.390881 | TotalDistributionRt |
| Average Distribution | 0.278176 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $18,434,386 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,128,004 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,738 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,132,742 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,132,933 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,476 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,476 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,476 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,264 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $11,264 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,788 | OverpaymentAmt |
| Applied To ES Tax | $1,788 | 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 | STEPHANIE PERVEZ CO COHNREZNICK LL | IndividualWithBooksNm |
| Phone | 2122970040 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 AVENUE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | 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 (7 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 COHNREZNICK LLP 1301 6TH AVE | NEW YORK | NY | 10019 | PRESIDENT | 20.00 | $45,000 | $0 | $0 |
| DOROTHY FRIEDMAN | ||||||||
| C/O COHNREZNICK LLP 1301 6TH AVE | NEW YORK | NY | 10019 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| JUDITH KENNEDY | ||||||||
| C/O COHNREZNICK LLP 1301 6TH AVE | NEW YORK | NY | 10019 | VICE PRESIDENT | 10.00 | $45,000 | $0 | $0 |
| SUSAN THOMASES | ||||||||
| C/O COHNREZNICK LLP 1301 6TH AVE | NEW YORK | NY | 10019 | EXECUTIVE VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| MARK SATLOF | ||||||||
| C/O COHNREZNICK LLP 1301 6TH AVE | NEW YORK | NY | 10019 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| JENNIFER GERSON | ||||||||
| C/O COHNREZNICK LLP 1301 6TH AVE | NEW YORK | NY | 10019 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| GEORGE SERRANO | ||||||||
| C/O COHNREZNICK LLP 1301 6TH AVE | NEW YORK | NY | 10019 | 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 |
|---|---|---|---|---|---|
| DECHERT LLP | |||||
| 1095 AVENUE OF THE AMERICAS | NEW YORK | NY | 10036 | LEGAL | $62,436 |
| NEUBERGER BERMAN BD LLC | |||||
| PO BOX 145443 | CINCINNATI | OH | 45250 | INVESTMENT ADVISOR | $51,253 |
| 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 | $14,117,349 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $785,358 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,812,406 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,715,113 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,715,113 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $280,727 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,434,386 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $921,719 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $921,719 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,476 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,476 | TotalTaxAmt |
| Distributable Before Adj | $912,243 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $912,243 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $912,243 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,983,803 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $149,130 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $3,132,933 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,132,933 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $912,243 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $3,884,141 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,443,141 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,143,499 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $14,843,299 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $22,314,080 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,132,933 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $912,243 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,220,690 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $24,534,770 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $24,534,770 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,884,141 | ExcessFromYear4Amt |
| Excess From Year3 | $1,443,141 | ExcessFromYear3Amt |
| Excess From Year2 | $2,143,499 | ExcessFromYear2Amt |
| Excess From Year1 | $14,843,299 | ExcessFromYear1Amt |
| Excess From Current Year | $2,220,690 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DOROTHY FRIEDMAN | 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 |
|---|---|---|---|---|---|---|
| BOWERY ARTS AND SCIENCE | ||||||
| 310 BOWERY | NEW YORK | NY | 10012 | PC | AN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATIONS' EXEMPT PURPOSE | $10,250 |
| LA MAMA INC | ||||||
| 74A EAST 4TH STREET | NEW YORK | NY | 10003 | PC | AN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. | $20,000 |
| NORTHWELL HEALTH | ||||||
| 2000 MARCUS AVENUE | NEW HYDE PARK | NY | 11042 | PC | AN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. | $2,466,145 |
| ROSIE'S THEATER KIDS | ||||||
| 1500 BROADWAY STE 1710 | NEW YORK | NY | 10036 | PC | AN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. | $24,000 |
| SOME SERIOUS BUSINESS | ||||||
| PO BOX 35 | ABIQUIU | NM | 87510 | PC | AN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. | $50,000 |
| THE ACTORS FUND | ||||||
| 729 7TH AVE 10TH FL | NEW YORK | NY | 10019 | PC | AN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. | $45,000 |
| THEATER TWEED INC | ||||||
| 234 E 4TH ST APT 18 | NEW YORK | NY | 10009 | PC | AN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. | $10,000 |
| THE KITCHEN - HALEAKALA INC | ||||||
| 512 WEST 19TH STREET | NEW YORK | NY | 10011 | PC | AN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. | $10,000 |
| DIXON PLACE - OPEN CHANNELS NEW YORK INC | ||||||
| 161A CHRYSTIE STREET GROUND FLOOR | NEW YORK | NY | 10002 | PC | AN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. | $30,000 |
| HEBREW SENIORLIFE INC | ||||||
| 1200 CENTRE STREET | BOSTON | MA | 02131 | PC | AN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,765,395 | 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 | $372,165 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $257,112 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| OTHER INCOME | 14 | $897 |
| INSURANCE PROCEEDS | $6,785 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $636,959 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $636,959 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| DOROTHY FRIEDMAN REVOCABLE TRUST | |||||||
| 1 | C/O COHNREZNICK LLP 1301 6TH AVE | NEW YORK | NY | 10019 | $2,656,352 | Yes (X) | Yes (X) |
| DOROTHY FRIEDMAN REVOCABLE TRUST | |||||||
| 2 | C/O COHNREZNICK LLP 1301 6TH AVE | NEW YORK | NY | 10019 | $1,857,202 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PULICLY TRADED STOCK | NoncashPropertyDesc |
| Fair Market Value | $2,656,352 | FairMarketValueAmt |
| Received | 2018-03-21 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | COHNREZNICK, LLP | CategoryTxt |
| Amt | $12,500 | Amt |
| Net Investment Income | $6,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,250 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | NORTHERN TRUST | BondNm |
| EOY Book Value | $5,521,531 | EOYBookValueAmt |
| EOYFMV | $5,431,279 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| NEUBERGER | $1,721,130 | $3,071,559 |
| FR 9072 | $499,769 | $559,593 |
| FR 9049 | $1,918,989 | $1,956,552 |
| FR 9064 | $619,999 | $969,398 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| JPM | AT COST | $0 | $53,978 |
| GOLDMAN SACHS | AT COST | $1,071,588 | $243,767 |
| ALKEON GROWTH OFFSHORE FUND 06-2012 | AT COST | $2,312,406 | $3,818,944 |
| FR9080 | AT COST | $1,383,303 | $1,416,070 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| WROBEL MARKHAM | $10,000 | $5,000 | $5,000 |
| DECHERT LLP | $62,436 | $31,218 | $31,218 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ARTWORK | $351,340 | $351,340 | $351,340 |
| PHOTOS FOR GALLERY | $4,000 | $4,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NON-DEDUCTIBLE EXPENSES THROUGH K-1 | $1 |
| MISC COST BASIS ADJUSTMENT | $5,067 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER DEDUCTIONS (K-1'S) | $11,958 | $11,958 | $0 |
| FILING FEES | $495 | $0 | $495 |
| OTHER EXPENSES | $29,830 | $0 | $29,830 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME | $897 | $897 | $897 |
| INSURANCE PROCEEDS | $6,785 | $6,785 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX EXEMPT INCOME THROUGH K-1'S | Desc |
| Amt | $13 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL LIABILITIES PAYABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $9,441 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $64,206 | $64,206 | $0 |
| INVESTMENT MANAGEMENT FEES | $9,453 | $9,453 | $0 |
| NEUBERGER INVESTMENT ADVISORY FEES | $51,253 | $51,253 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $14,678 | $14,678 | $0 |
| PAYROLL TAXES | $10,615 | $0 | $10,615 |
| FEDERAL EXCISE TAX | $10,000 | $0 | $0 |
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