FRADIN FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
FRADIN FAMILY FOUNDATION (EIN 05-0481553)
Tax period
2024-10-01 to 2025-09-30
Filed
2025-11-20
IRS object ID
202533249349100408
Schema version
2024v5.0
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)
Return2025-11-20T15:43:27-05:00ReturnTs
Tax Period End2025-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN050391857PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ROSENSTEIN HALPER & MASELLI LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 9567AddressLine1Txt
CityPROVIDENCECityNm
State AbbreviationRIStateAbbreviationCd
ZIP029409567ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN050481553EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FRADIN FAMILY FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O ROSENSTEINHALPER & MASELLILLPBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlFRADBusinessNameControlTxt
Phone4013316851PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 9567AddressLine1Txt
CityPROVIDENCECityNm
State AbbreviationRIStateAbbreviationCd
ZIP02940ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAY ROSENSTEINPersonNm
Person TitleTREASURERPersonTitleTxt
Phone4013316851PhoneNum
Signature2025-11-12SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAY N ROSENSTEIN CPAPreparerPersonNm
PTINP00083146PTIN
Phone4013316851PhoneNum
Preparation2025-11-12PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$195,512FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$233InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$233InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$3,418DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,418DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,802NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$6,605GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,802CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$5,453TotalRevAndExpnssAmt
Total Net Invst Incm$5,453TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$3,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,500AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,500AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$599OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$599OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$3,599TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,099TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,500TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,599TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,099TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,854ExcessRevenueOverExpensesAmt
Net Investment Income$3,354NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$7,929CashBOYAmt
Cash EOY$5,646CashEOYAmt
Cash EOYFMV$5,646CashEOYFMVAmt
Corporate Stock BOY$166,622CorporateStockBOYAmt
Corporate Stock EOY$189,866CorporateStockEOYAmt
Corporate Stock EOYFMV$189,866CorporateStockEOYFMVAmt
Total Assets BOY$174,551TotalAssetsBOYAmt
Total Assets EOY$195,512TotalAssetsEOYAmt
Total Assets EOYFMV$195,512TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$174,551NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$195,512NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$174,551TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$195,512TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$174,551TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$195,512TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$174,551TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,854ExcessRevenueOverExpensesAmt
Other Increases$19,107OtherIncreasesAmt
Subtotal$195,512SubtotalAmt
Tot Net Ast Or Fund Balances EOY$195,512TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyLONG TERM SALES CITIZENS 2110PropertyDesc
How AcquiredPHowAcquiredCd
Sold2024-09-30SoldDt
Gross Sales Price$6,418GrossSalesPriceAmt
Cost Or Other Basis$4,803CostOrOtherBasisAmt
Gain Or Loss$1,615GainOrLossAmt
Gains Minus Excess Or Losses$1,615GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$1,802CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$47InvestmentIncomeExciseTaxAmt
Subtotal$47SubtotalAmt
Tax Based On Investment Income$47TaxBasedOnInvestmentIncomeAmt
Tax Due$47TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateRIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJAY ROSENSTEINIndividualWithBooksNm
Phone4013316851PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 9567AddressLine1Txt
CityPROVIDENCECityNm
State AbbreviationRIStateAbbreviationCd
ZIP02940ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CHARLES S FRADIN
PO BOX 9567RHMLLPPROVIDENCERI02940SECRETARY0.50$0$0$0
ROBERT SCHLOSS
PO BOX 9567PROVIDENCERI02940DIRECTOR0.50$0$0$0
JAY ROSENSTEIN
PO BOX 9567PROVIDENCERI02940TREASURER0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$17,381AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$5,164AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$22,545TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$22,545AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$338CashDeemedCharitableAmt
Net Vl Noncharitable Assets$22,207NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,110MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,110MinimumInvestmentReturnAmt
Tax Based On Investment Income$47TaxBasedOnInvestmentIncomeAmt
Total Tax$47TotalTaxAmt
Distributable Before Adj$1,063DistributableBeforeAdjAmt
Distributable Before Ded$1,063DistributableBeforeDedAmt
Distributable As Adjusted$1,063DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,500ExpensesAndContributionsAmt
Qualifying Distributions$1,500QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,063DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$93,601ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$93,601TotalExcessDistributionCyovAmt
Qualifying Distributions$1,500QualifyingDistributionsAmt
Applied To Current Year$1,063AppliedToCurrentYearAmt
Remaining Distri From Corpus$437RemainingDistriFromCorpusAmt
Total Corpus$94,038TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$94,038ExcessDistriCyovToNextYrAmt
Excess From Year2$93,601ExcessFromYear2Amt
Excess From Current Year$437ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Restrictions On AwardsTHE FOUNDATION DOES NOT ACCEPT UNSOLICITED APPLICATIONS FOR FUNDS. DETERMINATION OF CONTRIBUTIONS IS MADE AT THE DISCRETION OF THE MANAGERS.RestrictionsOnAwardsTxt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$233ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,418ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,615ExclusionAmt
Related Or Exempt Function Incm$187RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$5,266ExclusionAmt
Related Or Exempt Function Incm$187RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,453TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREP FEE/INV FEECategoryTxt
Amt$3,000Amt
Net Investment Income$1,500NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,500DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCITIZENS BANKStockNm
EOY Book Value$189,866EOYBookValueAmt
EOYFMV$189,866EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
BANK FEES$599$599

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINDesc
Amt$19,107Amt

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