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FRIEDMAN - FRENCH FOUNDATION INC: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
FRIEDMAN - FRENCH FOUNDATION INC (EIN 52-1853718)
Tax period
2018-07-01 to 2019-06-30
Filed
2020-07-15
IRS object ID
202011979349100316
Schema version
2018v3.2
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)
Return2020-07-15T07:54:45-05:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

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 Begin2018-07-01TaxPeriodBeginDt

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
Signature2020-07-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKATHRYN COZZENSPreparerPersonNm
PTINP00730458PTIN
Phone7037786548PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address98.204.140.93IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-07-14IPDt
IP Tm15:22:17IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdD6D028B83EC7BAE48696A0FE418AC7215527A94EAtSubmissionCreationDeviceId
At Submission Filing Device IdB715DD0AC094B8E92C42E3FB68CBF9BE797E793AAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2022-02-16 14:24:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$50,596,902FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$4,509,273ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$882InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$882InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$4,738,548DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,738,548DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$4,481,501NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,556,586GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$4,481,501CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$17,434OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$17,434OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$13,747,638TotalRevAndExpnssAmt
Total Net Invst Incm$9,238,365TotalNetInvstIncmAmt
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$9,328LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$9,328LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$2,645OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,645OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$408,203TaxesRevAndExpnssAmt
Taxes Net Invst Incm$20TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,359,367OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,359,367OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,779,543TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,371,360TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,985,280ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,985,280ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$5,764,823TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,371,360TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,985,280TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$7,982,815ExcessRevenueOverExpensesAmt
Net Investment Income$6,867,005NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,622,243CashBOYAmt
Cash EOY$3,018,424CashEOYAmt
Cash EOYFMV$3,018,424CashEOYFMVAmt
Corporate Stock BOY$368,125CorporateStockBOYAmt
Corporate Stock EOY$368,125CorporateStockEOYAmt
Corporate Stock EOYFMV$760CorporateStockEOYFMVAmt
Other Investments BOY$35,819,808OtherInvestmentsBOYAmt
Other Investments EOY$42,886,442OtherInvestmentsEOYAmt
Other Investments EOYFMV$47,577,718OtherInvestmentsEOYFMVAmt
Total Assets BOY$37,810,176TotalAssetsBOYAmt
Total Assets EOY$46,272,991TotalAssetsEOYAmt
Total Assets EOYFMV$50,596,902TotalAssetsEOYFMVAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$480,000OtherLiabilitiesEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$480,000TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$37,810,176RetainedEarningBOYAmt
Retained Earning EOY$45,792,991RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$37,810,176TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$45,792,991TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$37,810,176TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$46,272,991TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$37,810,176TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$7,982,815ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$45,792,991SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$45,792,991TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtGross Sales PriceGrossSalesPriceAmt
FROM PASSTHROUGH - ARMADILLO FINANCIAL FUND LPP$75,054-$75,054-$75,054
FROM PASSTHROUGH - BSOF PARALLEL MASTER FUND LPP$533,851$533,851$533,851
FROM PASSTHROUGH - EJF FINANCIAL SERVICES FUND, LPP$1,254$1,254$1,254
FROM PASSTHROUGH - EJF INCOME FUNDP$26-$26-$26
FROM PASSTHROUGH - EJF INSURANCE TRUPS FUND LPP$3,732$3,732$3,732
FROM PASSTHROUGH - EJF INVESTMENTS LIMITEDP$3,069,122$3,069,122$3,069,122
FROM PASSTHROUGH - FBR INFINITY IIP$579$579$579
FROM PASSTHROUGH - EJF INVESTMENTS LIMITEDP$214$214$214
FROM PASSTHROUGH - EJF FINANCIAL SERVICES FUND, LPP$406$406$406
FROM PASSTHROUGH - EJF INCOME FUNDP$4,837$4,837$4,837
FROM PASSTHROUGH -BSOF PARALLEL MASTER FUND LPP$113,448$113,448$113,448
FROM PASSTHROUGH -EJF INCOME FUND - SECTION 1231P$5-$5-$5
EJF INVESTMENTS LIMITED - BUILT IN GAINP$829,143$829,143$829,143
FieldValueIRS element (for citing)
Capital Gain Net Income$4,481,501CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$2,143,514AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$42,202,571NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.050791DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,674,369AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$31,999,348NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.052325DistributionYr2Rt
Adjusted Qlfy Distri Yr3$2,169,914AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$23,586,381NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.091999DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,144,550AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$22,201,709NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.051552DistributionYr4Rt
Adjusted Qlfy Distri Yr5$2,937,490AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$15,783,679NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.186109DistributionYr5Rt
Total Distribution0.432776TotalDistributionRt
Average Distribution0.086555AverageDistributionRt
Net Vl Noncharitable Assets$49,270,643NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$4,264,621AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$68,670NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$4,333,291AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$2,985,280QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$137,340InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$137,340SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$137,340TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$66,188EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$110,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$176,188TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$3,901EsPenaltyAmt
Overpayment$34,947OverpaymentAmt
Applied To ES Tax$34,947AppliedToESTaxAmt
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 TREASURER2.00$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$47,506,044AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,514,913AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$50,020,957TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$50,020,957AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$750,314CashDeemedCharitableAmt
Net Vl Noncharitable Assets$49,270,643NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,463,532MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,463,532MinimumInvestmentReturnAmt
Tax Based On Investment Income$137,340TaxBasedOnInvestmentIncomeAmt
Income Tax$116,216IncomeTaxAmt
Total Tax$253,556TotalTaxAmt
Distributable Before Adj$2,209,976DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,209,976DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,209,976DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,985,280ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,985,280QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$2,985,280AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,209,976DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$2,152,064ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$42,045ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,126,434ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$105,865ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$333,411ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,759,819TotalExcessDistributionCyovAmt
Qualifying Distributions$2,985,280QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,209,976AppliedToCurrentYearAmt
Remaining Distri From Corpus$775,304RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$4,535,123TotalCorpusAmt
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$2,152,064ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,383,059ExcessDistriCyovToNextYrAmt
Excess From Year4$42,045ExcessFromYear4Amt
Excess From Year3$1,126,434ExcessFromYear3Amt
Excess From Year2$105,865ExcessFromYear2Amt
Excess From Year1$333,411ExcessFromYear1Amt
Excess From Current Year$775,304ExcessFromCurrentYearAmt

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 (53 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ABRAHAM FOUNDATION
232 EAST 62ND STREETNEW YORKNY10065PCDONATION$20,000
ADAS ISRAEL
2850 QUEBEC STREET NWWASHINGTONDC20008PCDONATION$50,000
ADOPT A VILLAGE
2531 REDROCK DRIVECORONACA92882PCDONATION$25,000
AMBOSELI TRUST FOR ELEPHANTS
10 STATE STNEWBURYMA01950PCDONATION$30,000
AMIDON PTA
401 EYE STREET SWWASHINGTONDC20024PCDONATION$10,000
ARLINGTON PARTNERSHIP FOR AFFORDABLE HOUSING
4318 N CARLIN SPRINGS RDARLINGTONVA22203PCDONATION$5,000
CHABAD LUBAVITCH OF NORTHERN VIRGINIA
3939 PRINCE WILLIAM DRIVEFAIRFAXVA22031PCDONATION$125,000
CHAI LIFELINE
151 W 30TH ST THIRD FLNEW YORKNY10001PCDONATION$18,000
CHILDREN'S NATIONAL MEDICAL CENTER
111 MICHIGAN AVE NWWASHINGTONDC20010PCDONATION$300,000
CINTOC
4528 VAN NESS ST NWWASHINGTONDC20016PCDONATION$50,000
CITYBRIDGE FOUNDATION
600 NEW HAMPSHIRE AVE NWWASHINGTONDC20037PCDONATION$25,000
COMMUNITIES IN SCHOOLS OF NOVA
PO BOX 3512ALEXANDRIAVA22302PCDONATION$5,000
CREATIVE GROWTH ARTS CENTER
355 24TH STOAKLANDCA94612PCDONATION$25,000
EARTH X
4311 OAK LAWNDALLASTX75219PCDONATION$25,000
ENVIRONMENTAL INVESTIGATION AGENCY
PO BOX 53343WASHINGTONDC20009PCDONATION$150,000
FREELAND FOUNDATION
500 MONTGOMERY ST STE 400ALEXANDRIAVA22314PCDONATION$10,000
FRIENDS OF WILDLIFE JUSTICE COMMISSION
77 WATER STREET 7TH 8THNEW YORKNY10005PCDONATION$20,000
GATHER DC
1817 M STREET NWWASHINGTONDC20036PCDONATION$50,000
HAZON
25 BROADWAY SUITE 1700NEW YORKNY10004PCDONATION$75,000
HUMANE RESCUE ALLIANCE
71 OGLETHORPE ST NWWASHINGTONDC20011PCDONATION$150,000
JEWISH FEDERATION OF GREATER WASHINGTON
6101 EXECUTIVE BLVDNORTH BETHESDAMD20852PCDONATION$100,000
JOHNS HOPKINS UNIVERSITY
3910 KESWICK ROAD STE N2100BALTIMOREMD21211PCDONATION$20,000
KENNEDY KRIEGER INSTITUTE
707 N BROADWAYBALTIMOREMD21205PCDONATION$5,000
KNOCK OUT ABUSE
1303 BALLANTRAE FARM DRMCLEANVA22101PCDONATION$25,000
LUPUS RESEARCH ALLIANCE
275 MADISON AVE 10TH FLNEW YORKNY10016PCDONATION$10,000
MEDSTAR WASHINGTON HOSPITAL CENTER
10980 GRANTCHESTER WAYCOLUMBIAMD21044PCDONATION$25,000
MEMORIAL SLOAN KETTERING CANCER CENTER
PO BOX 27106NEW YORKNY10087GROUPDONATION$5,000
MILKEN INSTITUTE
1250 FOURTH STREETSANTA MONICACA90401PCDONATION$219,000
MIZEL INSTITUTE
4350 MONACO STREET 5TH FLDENVERCO80237PCDONATION$50,000
MOISHE HOUSE
441 SAXONY ROADENCINITASCA92024PCDONATION$100,000
OLAMI
555 MADISON AVELAKEWOODNJ08701PCDONATION$50,000
PHILANTHROPIC VENTURES FOUNDATION
1222 PRESERVATION PARKWAYOAKLANDCA946121201PCDONATION$10,000
PHILLIPS PROGRAMS
7010 BRADDOCK RDANNANDALEVA22003PCDONATION$25,000
PROSTATE CANCER FOUNDATION
1250 FOURTH STREETSANTA MONICACA90401PCDONATION$12,500
SAMUEL AND ZEHAVA JEWISH LEARNING EXCHANGE
18511 VIBURNUM WAYOLNEYMD20832PFDONATION$450,000
SHAKESPEARE THEATER COMPANY
516 8TH STREET SEWASHINGTONDC20003PCDONATION$10,000
SIXTH & I HISTORIC SYNAGOGUE
600 I STREET NWWASHINGTONDC20001PCDONATION$100,000
SOLIDARITY BRIDGE
1703 DARROW ST 1EVANSTONIL60201PCDONATION$10,000
STOP IVORY
641 LEXINGTON AVENUE 15TH FLNEW YORKNY10022PCDONATION$28,180
STORY OF OUR SCHOOLS
306 16TH ST SEWASHINGTONDC20003PCDONATION$5,000
TALMUDICAL ACADEMY OF BALTIMORE
4445 OLD COURT RDBALTIMOREMD21208PCDONATION$75,000
THE WILD FOUNDATION
717 POPLAR AVENUEBOULDERCO80304PCDONATION$10,000
THINK ELEPHANTS INTERNATIONAL
415 E 52ND STNEW YORKNY10022PCDONATION$5,000
TSAVO TRUST CONSERVATION GROUP
1001 CONNECTICUT AVE NWWASHINGTONDC20036PCDONATION$50,000
UNIVERSITY OF ALABAMA HILLEL
380 9TH STREETTUSCALOOSAAL35401PCDONATION$10,000
US AGAINST ALZHEIMER'S NETWORK
2 WISCONSIN CIRCLE STE 700CHEVY CHASEMD20815PCDONATION$75,000
US SOCCER FEDERATION FOUNDATION
1140 CONNECTICUT AVE NW STE 1200WASHINGTONDC20036PCDONATION$25,000
WESTERN ASPEN ALLIANCE UTAH STATE UNIVERSITY
5230 OLD MAIN HILLLOGANUT84322PCDONATION$10,000
WILDLIFE ALLIANCE
1441 BROADWAY FIFTH FLOORNEW YORKNY10018PCDONATION$20,000
WILDLIFE CONSERVATION NETWORK
209 MISSISSIPPI STREETSAN FRANCISCOCA94107PCDONATION$52,600
WILDLIFE CONSERVATION SOCIETY
2300 SOUTHERN BLVDBRONXNY10460PCDONATION$25,000
WORKING DOGS FOR CONSERVATION
PO BOX 280BOZEMANMT59771PCDONATION$150,000
ZSL AMERICA INC
1000 N WEST STREET STE 1200WILINGTONDE19801PCDONATION$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,985,280TotalGrantOrContriPdDurYrAmt
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$882ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,738,548ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$17,434ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$4,481,501ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$9,238,365ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$9,238,365TotalIncomeProducingActyAmt

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

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonEMANUEL FRIEDMAN AND KINDY FRENCHContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line12330 CALIFORNIA ST NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20008ZIPCd
FieldValueIRS element (for citing)
Total Contributions$4,509,273TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
IdentifierDETAIL INFORMATION FOR EXPENDITURE RESPONSIBILITYIdentifierTxt
Form And Line ReferencePART XV GRANTSFormAndLineReferenceDesc
Medium ExplanationPLEASE SEE ATTACHED DOCUMENTATION FOR THE EXENDITURE RESPONSIBILITY FOR GRANT GIVEN TO THE SAMUEL AND ZEHAVA FRIEDMAN JEWISH LEARNING EXCHANGE.MediumExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
Stock95 SHARES ALLINStockNm
EOY Book Value$368,125EOYBookValueAmt
EOYFMV$760EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (14 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
FBR INFINITY II VENTURES, LPAT COST$191,840$191,840
EJF INVESTMENTS LIMITED (CHEETAH HOLDINGS)AT COST$25,198,716$26,997,027
EJF DEBT OPPORTUNITIES OFFSHORE FUND LTDFMV$3,544,948$6,748,780
EJF INCOME FUNDFMV$219,231$253,799
EJF FINANCIAL SERVICES FUNDFMV$1,887,454$1,942,253
ARMADILLO FINANCIAL FUND LPFMV$1,553,057$319,901
EJF SPECIALTY FINANCE OPPORTUNITY OFFSHORE FUNDFMV$173,453$170,506
ARMADILLO FINANCIAL FUND II LPFMV$367,939$392,559
EJF TRUST PREFERRED FUND LPFMV$837,009$445,967
EJF INSURANCE TRUPS FUND LPFMV$585$63
BSOF PARALLEL MASTER FUND LPFMV$1,529,520$2,675,908
EJF SIDECAR FUND SMALL FINANCE EQUITIESFMV$2,035,417$2,040,561
FINANCIAL OPPORTUNITY FUND LLCFMV$3,767,273$3,767,273
ARMADILLO FINANCIAL OPPORTUNITY OFFSHORE FUND III LP (CHEETAH HOLDINGS)FMV$1,580,000$1,631,281

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$9,328LegalFeesAmt
Net Investment Income$9,328NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
GENESIS MANAGEMENT FEES$13,360$13,360$0
LICENSES & FEES$80$80$0
PASS-THROUGH: FBR INFINITY II VENTURES, LP$3,867$3,867$0
PASS-THROUGH: EJF SPECIALTY FINANCE OPPORTUNITIES OFFSHOREFUND, LP$2,115$2,115$0
PASS-THROUGH: EJF INVESTMENTS LIMITED$2,113,460$2,113,460$0
PASS-THROUGH: EJF FINANCIAL SERVICES FUND, LP$50,470$50,470$0
PASS-THROUGH: EJF INCOME FUND, LP$11,263$11,263$0
PASS-THROUGH: ARMADILLO FINANCIAL FUND, LP$17,037$17,037$0
PASS-THROUGH: EJF INSURANCE TRUPS FUND, LP$26,902$26,902$0
PASS-THROUGH: ARMADILLO FINANCIAL FUND II, LP$10,033$10,033$0
PASS-THROUGH: BSOF PARALLEL MASTER FUND, LP$110,780$110,780$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
EJF FINANCIAL SERVICES FUND, LP - OTHER LOSSES$463$463$463
EJF INCOME FUND, LP - OTHER LOSSES$2,156$2,156$2,156
ARMADILLO FINANCIAL FUND LP - OTHER INCOME$6,964$6,964$6,964
ARMADILLO FINANCIAL FUND II LP - OTHER INCOME$7,794$7,794$7,794
BSOF PARALLEL MASTER FUND LP - OTHER INCOME$56$56$56
EJF INVESTMENTS LIMITED - OTHER LOSS$1$1$1

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

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

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryOTHER PROFESSIONAL FEESCategoryTxt
Amt$2,645Amt
Net Investment Income$2,645NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID$20$20$0
TAX PAYMENTS$408,183$0$0

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