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FRIEDMAN - FRENCH FOUNDATION INC: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
FRIEDMAN - FRENCH FOUNDATION INC (EIN 52-1853718)
Tax period
2017-07-01 to 2018-06-30
Filed
2019-05-22
IRS object ID
201911429349100031
Schema version
2017v2.3
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)
Return2019-05-22T17:44:38-05:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt

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 Line1950 NORTH WASHINGTON ST STE 238AddressLine1Txt
CityALEXANDRIACityNm
State AbbreviationVAStateAbbreviationCd
ZIP22314ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-07-01TaxPeriodBeginDt

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
Signature2019-05-22SignatureDt
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)
IP2019-05-22IPDt
IP Tm17:44:25IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id76FF2A6BB2396675DA7FC3BECCB7F23E28595D91AtSubmissionCreationDeviceId
At Submission Filing Device IdCD71869BFC494223FABD92E93AB0669CE7B22062AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$45,913,807FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$3,775,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$625InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$625InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$3,246,591DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,246,591DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$8,715,818NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$8,715,818GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$8,715,818CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$937,480OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$937,480OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$16,675,514TotalRevAndExpnssAmt
Total Net Invst Incm$12,900,514TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$7,475AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,606AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,869AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$35,078TaxesRevAndExpnssAmt
Taxes Net Invst Incm$78TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,669,017OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,669,017OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,711,570TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,674,701TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,869TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,141,645ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,141,645ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,853,215TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,674,701TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,143,514TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$12,822,299ExcessRevenueOverExpensesAmt
Net Investment Income$11,225,813NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$627,463CashBOYAmt
Cash EOY$1,622,243CashEOYAmt
Cash EOYFMV$1,622,243CashEOYFMVAmt
Corporate Stock BOY$368,125CorporateStockBOYAmt
Corporate Stock EOY$368,125CorporateStockEOYAmt
Corporate Stock EOYFMV$475CorporateStockEOYFMVAmt
Other Investments BOY$23,992,289OtherInvestmentsBOYAmt
Other Investments EOY$35,819,808OtherInvestmentsEOYAmt
Other Investments EOYFMV$44,291,089OtherInvestmentsEOYFMVAmt
Total Assets BOY$24,987,877TotalAssetsBOYAmt
Total Assets EOY$37,810,176TotalAssetsEOYAmt
Total Assets EOYFMV$45,913,807TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
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$24,987,877RetainedEarningBOYAmt
Retained Earning EOY$37,810,176RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$24,987,877TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$37,810,176TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$24,987,877TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$37,810,176TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$24,987,877TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$12,822,299ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$37,810,176SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$37,810,176TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
FROM PASSTHROUGH-EJF FINANCIAL SERVICES FUND LPP$86,320$86,320$86,320
FROM PASSTHROUGH-EJF FINANCIAL SERVICES FUND LPP$220,367$220,367$220,367
FROM PASSTHROUGH-BSOF PARALLEL MASTER FUND LPP$4,099$4,099$4,099
FROM PASSTHROUGH-BSOF PARALLEL MASTER FUND LPP$41,669$41,669$41,669
FROM PASSTHROUGH-EJF INCOME FUND LPP$848$848$848
FROM PASSTHROUGH-EJF INCOME FUND LPP$1,570$1,570$1,570
FROM PASSTHROUGH-EJF INCOME FUND LP (1231 GAIN)P$1,681$1,681$1,681
FROM PASSTHROUGH-EJF INSURANCE TRUPS FUND LPP$6,540$6,540$6,540
FROM PASSTHROUGH-EJF INVESTMENTS LIMITEDP$14,551$14,551$14,551
FROM PASSTHROUGH-EJF INVESTMENTS LIMITEDP$911,068$911,068$911,068
FROM PASSTHROUGH-EJF SPECIALTY FINANCE OPPORTUNITIES OFFSHORE FUND LPP$13,029$13,029$13,029
FROM PASSTHROUGH-FBR INFINITY II VENTURES LPP$53,175$53,175$53,175
EJF INVESTMENTS LIMITED - BUILT IN GAINP$7,360,901$7,360,901$7,360,901
FieldValueIRS element (for citing)
Capital Gain Net Income$8,715,818CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,674,369AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$31,999,348NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.052325DistributionYr1Rt
Adjusted Qlfy Distri Yr2$2,169,914AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$23,586,381NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.091999DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,144,550AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$22,201,709NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.051552DistributionYr3Rt
Adjusted Qlfy Distri Yr4$2,937,490AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$15,783,679NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.186109DistributionYr4Rt
Adjusted Qlfy Distri Yr5$814,380AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$13,147,178NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.061943DistributionYr5Rt
Total Distribution0.443928TotalDistributionRt
Average Distribution0.088786AverageDistributionRt
Net Vl Noncharitable Assets$42,202,571NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$3,746,997AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$112,258NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$3,859,255AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$2,143,514QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$224,516InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$224,516SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$224,516TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$25,726EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$210,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$235,726TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$78EsPenaltyAmt
Overpayment$11,132OverpaymentAmt
Applied To ES Tax$11,132AppliedToESTaxAmt
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

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 NWWASHINGTONDC200081637DIRECTOR2.00$0$0$0
KINDY FRENCH
2330 CALIFORNIA STREET NWWASHINGTONDC200081637DIRECTOR2.00$0$0$0
SIMONE FRIEDMAN
2330 CALIFORNIA STREET NWWASHINGTONDC200081637DIRECTOR2.00$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$41,408,469AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,436,781AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$42,845,250TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$42,845,250AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$642,679CashDeemedCharitableAmt
Net Vl Noncharitable Assets$42,202,571NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,110,129MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,110,129MinimumInvestmentReturnAmt
Tax Based On Investment Income$224,516TaxBasedOnInvestmentIncomeAmt
Income Tax$75,510IncomeTaxAmt
Total Tax$300,026TotalTaxAmt
Distributable Before Adj$1,810,103DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,810,103DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,810,103DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,143,514ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,143,514QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$2,143,514AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,810,103DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$157,021ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$2,152,064ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$42,045ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,126,434ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$105,865ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,583,429TotalExcessDistributionCyovAmt
Qualifying Distributions$2,143,514QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,810,103AppliedToCurrentYearAmt
Remaining Distri From Corpus$333,411RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$3,916,840TotalCorpusAmt
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$157,021ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$3,759,819ExcessDistriCyovToNextYrAmt
Excess From Year4$2,152,064ExcessFromYear4Amt
Excess From Year3$42,045ExcessFromYear3Amt
Excess From Year2$1,126,434ExcessFromYear2Amt
Excess From Year1$105,865ExcessFromYear1Amt
Excess From Current Year$333,411ExcessFromCurrentYearAmt

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 (46 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ABRAHAM FOUNDATION
232 EAST 62ND STREETNEW YORKNY10065PCDONATION$10,000
ADAS ISRAEL
2850 QUEBEC STREET NWWASHINGTONDC20008PCDONATION$10,000
AFRICAN AMERICAN CIVIL WAR MEMORIAL FOUNDATION
1925 VERMONT AVE NWWASHINGTONDC20001PCDONATION$5,000
BEST FRIENDS ANIMAL SOCIETY
5001 ANGEL CANYON RDKANABUT84741PCDONATION$50,000
CATHOLIC CHARITIES
924 G STREET NWWASHINGTONDC20001PCDONATION$70,000
CHABAD LUBAVITCH OF NORTHERN VIRGINIA
3939 PRINCE WILLIAM DRIVEFAIRFAXVA22031PCDONATION$100,000
CHABAD OF GRAMERCY PARK
121 WEST 19TH STNEW YORKNY10011PCDONATION$50,000
CHEETAH CONSERVATION FUND
PO BOX 2496ALEXANDRIAVA22301PCDONATION$123,370
CHILDREN'S NATIONAL MEDICAL CENTER
111 MICHIGAN AVE NWWASHINGTONDC20010PCDONATION$250,000
CINTOC
4528 VAN NESS ST NWWASHINGTONDC20016PCDONATION$50,000
DALLAS ZOO
650 S R L THORNTON FWYDALLASTX75203PCDONATION$10,000
DAMON RUNYON CANCER RESEARCH FOUNDATION
ONE EXCHANGE PLAZA 55NEW YORKNY10006PCDONATION$100,000
EMPOWERS AFRICA
2 BEEKMAN PLACE STE 18BNEW YORKNY10022PCDONATION$60,000
ENVIRONMENTAL INVESTIGATION AGENCY
PO BOX 53343WASHINGTONDC20009PCDONATION$10,000
FRIENDS OF FREELAND
500 MONTGOMERY ST STE 400ALEXANDRIAVA22314PCDONATION$10,000
FUND FOR JOHN HOPKINS MEDICINE
750 EAST PRATT STREET 17TH FLOORBALTIMOREMD21202PCDONATION$20,000
GATHER IN PARTNERSHIP WITH THE MORNINGSTAR FOUNDATION
1817 M STREET NWWASHINGTONDC20036PCDONATION$50,000
GESHER JEWISH DAY SCHOOL
4800 MATTIE MOORE COURTFAIRFAXVA22030PCDONATION$100,000
GLOBAL WILDLIFE CONSERVATION
PO BOX 129AUSTINTX78767PCDONATION$25,000
HUMANE RESCUE ALLIANCE
71 OGLETHORPE ST NWWASHINGTONDC20011PCDONATION$50,000
INOVA HEALTH SYSTEM FOUNDATION
8110 GATEHOUSE RD STE 400WFALLS CHURCHVA22042PCDONATION$98,475
JEWISH COMMUNITY CENTER
350 SOUTH DAHLIA STREETDENVERCO80246PCDONATION$10,000
JEWISH FEDERATION OF GREATER WASHINGTON
6101 EXECUTIVE BLVDNORTH BETHESDAMD20852PCDONATION$100,000
JEWISH STUDY CENTER
5614 CONNECTICUT AVE NW 180WASHINGTONDC20015PCDONATION$25,000
MARRIOTT FOUNDATION FOR PEOPLE WITH DISABILITIES
10400 FERNWOOD ROADBETHESDAMD20817PCDONATION$25,000
MIZEL INSTITUTE
4350 MONACO STREET 5TH FLDENVERCO80237PCDONATION$10,000
MOISE SAFRA COMMUNITY CENTER
555 MADISON AVE 5TH FLNEW YORKNY10022PCDONATION$100,000
MORRIS ANIMAL FOUNDATION
720 S COLORADO BLVD 174ADENVERCO80246PCDONATION$50,000
NEW YORK BOTANTICAL GARDEN
2900 SOUTHERN BLVDBRONXNY10458PCDONATION$25,000
NORTHWESTERN UNIVERSITY
2145 SHERIDAN ROAD TECH L275EVANSTONIL60208PCDONATION$800
OHEV SHALOM - THE NATIONAL SYNAGOGUE
1600 JONQUIL STREET NWWASHINGTONDC20012PCDONATION$15,000
PHILANTHROPIC VENTURES FOUNDATION
1222 PRESERVATION PARKWAYOAKLANDCA946121201PCDONATION$10,000
SAN DIEGO ZOO
PO BOX 120551SAN DIEGOCA92112PCDONATION$10,000
SHAKESPEARE THEATER COMPANY
516 8TH STREET SEWASHINGTONDC20003PCDONATION$5,000
SHERIDAN KALORAMA HISTORICAL ASSOCIATION
2330 CALIFORNIA ST NWWASHINGTONDC20008PCDONATION$15,000
SHRINE MONT
PO BOX 10ORKNEY SPRINGSVA22845PCDONATION$100,000
SIXTH & I HISTORIC SYNAGOGUE
600 I STREET NWWASHINGTONDC20001PCDONATION$100,000
STAY FOCUSED
245 EAST 44TH STREET STE 22BNEW YORKNY10017PCDONATION$10,000
THE WILD FOUNDATION
717 POPLAR AVENUEBOULDERCO80304PCDONATION$25,000
TSAVO TRUST CONSERVATION GROUP
1001 CONNECTICUT AVE NWWASHINGTONDC20036PCDONATION$15,000
UNIVERSITY OF ALABAMA HILLEL
380 9TH STREETTUSCALOOSAAL35401PCDONATION$10,000
US AGAINST ALZHEIMER'S NETWORK
2 WISCONSIN CIRCLE STE 700CHEVY CHASEMD20815PCDONATION$25,000
WASHINGTON HEBREW CONGREGATION
3935 MACOMB ST NWWASHINGTONDC20016PCDONATION$75,000
WILDLIFE ALLIANCE
1441 BROADWAY FIFTH FLOORNEW YORKNY10018PCDONATION$10,000
WORKING DOGS FOR CONSERVATION
PO BOX 280BOZEMANMT59771PCDONATION$69,000
ZSL AMERICA INC
1000 N WEST STREET STE 1200WILINGTONDE19801PCDONATION$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,141,645TotalGrantOrContriPdDurYrAmt
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$625ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,246,591ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$937,480ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$8,715,818ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$12,900,514ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$12,900,514TotalIncomeProducingActyAmt

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$3,775,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$7,475Amt
Net Investment Income$5,606NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,869DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
Stock95 SHARES ALLINStockNm
EOY Book Value$368,125EOYBookValueAmt
EOYFMV$475EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (12 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
FBR INFINITY II VENTURES, LPAT COST$195,114$195,114
EJF INVESTMENTS LIMITED (CHEETAH HOLDINGS)AT COST$20,011,636$24,968,598
EJF DEBT OPPORTUNITIES OFFSHORE FUND LTDFMV$3,544,948$6,336,809
EJF INCOME FUNDFMV$205,956$249,281
EJF FINANCIAL SERVICES FUNDFMV$1,396,326$1,612,637
ARMADILLO FINANCIAL FUND LPFMV$2,171,535$1,142,976
EJF SPECIALTY FINANCE OPPORTUNITY OFFSHORE FUNDFMV$294,400$254,957
ARMADILLO FINANCIAL FUND II LPFMV$758,147$830,502
EJF TRUST PREFERRED FUND LPFMV$1,000,000$591,814
EJF INSURANCE TRUPS FUND LPFMV$227,439$242,950
BSOF PARALLEL MASTER FUND LPFMV$4,760,456$6,509,195
EJF SIDECAR FUND SMALL FINANCE EQUITIESFMV$1,253,851$1,356,256

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
GENESIS MANAGEMENT FEES$22,957$22,957$0
LEGAL FEES$19,297$19,297$0
PASS-THROUGH: FBR INFINITY II VENTURES, LP$1,239$1,239$0
PASS-THROUGH: EJF SPECIALTY FINANCE OPPORTUNITIES OFFSHOREFUND, LP$13,701$13,701$0
PASS-THROUGH: EJF INVESTMENTS LIMITED$1,472,992$1,472,992$0
PASS-THROUGH: EJF FINANCIAL SERVICES FUND, LP$34,087$34,087$0
PASS-THROUGH: EJF INCOME FUND, LP$8,923$8,923$0
PASS-THROUGH: ARMADILLO FINANCIAL FUND, LP$23,032$23,032$0
PASS-THROUGH: EJF INSURANCE TRUPS FUND, LP$14,863$14,863$0
PASS-THROUGH: ARMADILLO FINANCIAL FUND II, LP$11,017$11,017$0
PASS-THROUGH: BSOF PARALLEL MASTER FUND, LP$46,909$46,909$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-$26,458-$26,458-$26,458
EJF INCOME FUND, LP - OTHER LOSSES-$6,206-$6,206-$6,206
ARMADILLO FINANCIAL FUND LP - OTHER INCOME$14,309$14,309$14,309
ARMADILLO FINANCIAL FUND II LP - OTHER INCOME$25,873$25,873$25,873
BSOF PARALLEL MASTER FUND LP - OTHER INCOME$595$595$595
EJF INVESTMENTS LIMITED - OTHER INCOME$929,367$929,367$929,367

Reasonable Cause Explanation ReasonableCauseExplanation

FieldValueIRS element (for citing)
ExplanationLATE FILED RETURN DUE TO CCH SOFTWARE OUTAGE.ExplanationTxt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID$78$78$0
TAX PAYMENTS$35,000$0$0

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