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ISADORE AND KELLY FRIEDMAN FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
ISADORE AND KELLY FRIEDMAN FOUNDATION INC (EIN 81-2002168)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-07-15
IRS object ID
202001979349102245
Schema version
2019v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-07-15T19:32:14-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN650406502PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DASZKAL BOLTON LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12401 NW BOCA RATON BLVDAddressLine1Txt
CityBOCA RATONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP334316639ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN812002168EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ISADORE AND KELLY FRIEDMAN FOUNDATIONBusinessNameLine1Txt
Business Name Line2INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlISADBusinessNameControlTxt
Phone5612418996PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14781 NW 27TH AVEAddressLine1Txt
CityBOCA RATONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33434ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJ DANIEL BREDEPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone5612418996PhoneNum
Signature2020-07-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTIMOTHY R DEVLINPreparerPersonNm
PTINP01210812PTIN
Phone5613671040PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address64.135.94.35IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-07-15IPDt
IP Tm20:30:11IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id65A147518079D3768952C7F364BFF1A2A6CF0744AtSubmissionCreationDeviceId
At Submission Filing Device Id4BD38E43CEA0E19332B7D9AE9ED57D7D643715A1AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,193,041FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$67,880DividendsRevAndExpnssAmt
Dividends Net Invst Incm$67,880DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$8,950NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$8,950GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$8,950CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$76,830TotalRevAndExpnssAmt
Total Net Invst Incm$76,830TotalNetInvstIncmAmt
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$5,633LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$563LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$150AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$14,009OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$13,948OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$21,142TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$14,661TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$102,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$102,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$123,642TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$14,661TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$102,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$46,812ExcessRevenueOverExpensesAmt
Net Investment Income$62,169NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$104,280SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$50,774SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$50,774SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$989,611CorporateStockBOYAmt
Corporate Stock EOY$1,119,601CorporateStockEOYAmt
Corporate Stock EOYFMV$1,119,601CorporateStockEOYFMVAmt
Corporate Bonds BOY$965,379CorporateBondsBOYAmt
Corporate Bonds EOY$1,022,666CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,022,666CorporateBondsEOYFMVAmt
Total Assets BOY$2,059,270TotalAssetsBOYAmt
Total Assets EOY$2,193,041TotalAssetsEOYAmt
Total Assets EOYFMV$2,193,041TotalAssetsEOYFMVAmt
Grants Payable BOY$100,000GrantsPayableBOYAmt
Grants Payable EOY$37,500GrantsPayableEOYAmt
Total Liabilities BOY$100,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$37,500TotalLiabilitiesEOYAmt
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$1,959,270RetainedEarningBOYAmt
Retained Earning EOY$2,155,541RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,959,270TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,155,541TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,059,270TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,193,041TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,959,270TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$46,812ExcessRevenueOverExpensesAmt
Other Increases$243,883OtherIncreasesAmt
Subtotal$2,156,341SubtotalAmt
Other Decreases$800OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,155,541TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCAPITAL GAINS DIVIDENDSPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$8,950GrossSalesPriceAmt
Gain Or Loss$8,950GainOrLossAmt
Gains Minus Excess Or Losses$8,950GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$8,950CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$99,226AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,159,423NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.045950DistributionYr1Rt
Adjusted Qlfy Distri Yr2$109,249AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,170,225NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.050340DistributionYr2Rt
Adjusted Qlfy Distri Yr3$80,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,075,859NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.038538DistributionYr3Rt
Total Distribution0.134828TotalDistributionRt
Average Distribution0.044943AverageDistributionRt
Net Vl Noncharitable Assets$2,097,163NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$94,253AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$622NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$94,875AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$102,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$622InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$622SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$622TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$800EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$800TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$178OverpaymentAmt
Applied To ES Tax$178AppliedToESTaxAmt
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 Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5612418996PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14781 NW 27TH AVEAddressLine1Txt
CityBOCA RATONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33434ZIPCd
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
J DANIEL BREDE
4781 NW 27TH AVEBOCA RATONFL33434PRESIDENT2.00$0$0$0
TIMOTHY R DEVLIN
4781 NW 27TH AVEBOCA RATONFL33434SECRETARY/TREASURER1.00$0$0$0
JAMES R JUSTICE
4781 NW 27TH AVEBOCA RATONFL33434VICE PRESIDENT1.00$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

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$2,092,769AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$36,330AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,129,099TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,129,099AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$31,936CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,097,163NetVlNoncharitableAssetsAmt
Minimum Investment Return$104,858MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$104,858MinimumInvestmentReturnAmt
Tax Based On Investment Income$622TaxBasedOnInvestmentIncomeAmt
Total Tax$622TotalTaxAmt
Distributable Before Adj$104,236DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$104,236DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$104,236DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$102,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$102,500QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$622PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$101,878AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$104,236DistributableAsAdjustedAmt
Undistributed Income PY$8,787UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$102,500QualifyingDistributionsAmt
Applied To Year1$8,787AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$93,713AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$10,523UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BOCA RATON MUSEUM OF ART
501 PLAZA REALBOCA RATONFL33432PCTO FURTHER THE CHARITABLE PURPOSE$65,000
FLORIDA ATLANTIC UNIVERSITY ART DEPARTMENT
777 GLADES ROADBOCA RATONFL334316424PCTO FURTHER THE CHARITABLE PURPOSE$35,000
NORTON MUSUEM OF ART
1450 S DIXIE HWYWEST PALM BEACHFL33401PCTO FURTHER THE CHARITABLE PURPOSE$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$102,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$67,880ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,950ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$76,830ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$76,830TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,500Amt
Net Investment Income$150NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondFIXED INCOME FUNDSBondNm
EOY Book Value$1,022,666EOYBookValueAmt
EOYFMV$1,022,666EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITY FUNDSStockNm
EOY Book Value$1,119,601EOYBookValueAmt
EOYFMV$1,119,601EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$5,633LegalFeesAmt
Net Investment Income$563NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescFEDERAL TAXESDesc
Amt$800Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MANAGEMENT FEES$13,143$13,143$0
FILING FEES$61$0$0
FOREIGN TAX PAID$805$805$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINSDesc
Amt$243,883Amt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ISADORE FRIEDMAN CHARITABLE REMAINDER TRUST UA DTD 08312000BusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line14781 NW 27TH AVEAddressLine1Txt
CityBOCA RATONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33434ZIPCd

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