FRIEDMAN - FRENCH FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- FRIEDMAN - FRENCH FOUNDATION INC (EIN 52-1853718)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-01-26
- IRS object ID
- 201700269349100205
- Schema version
- 2015v3.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-01-26T15:30:47-06:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 471284962 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WARRING & COMPANY VA LLC CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 218 N LEE ST SUITE 300 | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521853718 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIEDMAN-FRENCH FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRIE | BusinessNameControlTxt |
| Phone | 2023328263 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2330 CALIFORNIA STREET NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200081637 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EMANUEL FRIEDMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2023328263 | PhoneNum |
| Signature | 2017-01-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHRYN COZZENS | PreparerPersonNm |
| PTIN | P00730458 | PTIN |
| Phone | 3012600809 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $25,634,087 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,708,500 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $413 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $413 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $331,255 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $331,255 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$580,572 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $506,457 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $414,292 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $414,292 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,873,888 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $745,960 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,475 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,606 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,869 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $26,907 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $26,907 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $117,989 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $117,989 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $152,371 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $150,502 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,869 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,174,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,174,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,326,371 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $150,502 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,175,869 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,547,517 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $595,458 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,287,940 | CashBOYAmt |
| Cash EOY | $255,371 | CashEOYAmt |
| Cash EOYFMV | $255,371 | CashEOYFMVAmt |
| Acct Rcvbl | $13,871 | AcctRcvblAmt |
| Acct Rcvbl EOY | $13,871 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $13,871 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $418,136 | CorporateStockBOYAmt |
| Corporate Stock EOY | $418,136 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $52,006 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $13,957,718 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $18,523,933 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $25,312,839 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $15,663,794 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,211,311 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $25,634,087 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $15,663,794 | RetainedEarningBOYAmt |
| Retained Earning EOY | $19,211,311 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,663,794 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,211,311 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,663,794 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,211,311 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,663,794 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,547,517 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $19,211,311 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $19,211,311 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| FROM PASSTHROUGH - EJF FINANCIAL SERVICES FUND LP | P | $33,151 | $33,151 | $33,151 | |
| FROM PASSTHROUGH - EJF FINANCIAL SERVICES FUND LP | P | $42,838 | $42,838 | $42,838 | |
| FROM PASSTHROUGH - EJF SIDECAR FUND, SERIES LLC - SERIES C | P | $57,460 | $57,460 | $57,460 | |
| FROM PASSTHROUGH - FBR INFINITY II VENTURES L.P. | P | $230,733 | $230,733 | $230,733 | |
| LOSS ON DISPOSAL OF EJF SIDECAR FUND, SERIES LLC - SERIES C | P | -$250,119 | -$250,119 | $250,119 | |
| LOSS ON DISPOSAL OF EJF GREATER CHINA FUND, LP | P | -$530,460 | -$530,460 | $530,460 | |
| LOSS ON DISPOSAL OF EJF ENERGY OPPORTUNITIES OFFSHORE FUND, LP | P | -$306,450 | -$306,450 | $306,450 | |
| FINAL REDEMPTION DISTRIBUTION - EJF SELECT FUND | P | $142,275 | $142,275 | $142,275 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$580,572 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,144,550 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $22,201,709 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051552 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,937,490 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $15,783,679 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.186109 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $814,380 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $13,147,178 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.061943 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $683,939 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,656,823 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.064179 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $699,719 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $10,854,504 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.064463 | DistributionYr5Rt |
| Total Distribution | 0.428246 | TotalDistributionRt |
| Average Distribution | 0.085649 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $23,586,381 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,020,150 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,955 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,026,105 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,175,869 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $5,955 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,955 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,955 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,543 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $11,543 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5,588 | OverpaymentAmt |
| Applied To ES Tax | $5,588 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | KINDY FRENCH | IndividualWithBooksNm |
| Phone | 2023328102 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2330 CALIFORNIA STREET NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20008 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| EMANUEL FRIEDMAN | ||||||||
| 2330 CALIFORNIA STREET NW | WASHINGTON | DC | 200081637 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| KINDY FRENCH | ||||||||
| 2330 CALIFORNIA STREET NW | WASHINGTON | DC | 200081637 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| SIMONE FRIEDMAN | ||||||||
| 1255 25TH STREET NW | WASHINGTON | DC | 20037 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION'S CHARITABLE ACTIVITIES CONSISTS SOLELY OF MAKING CONTRIBUTIONS TO A VARIETY OF CHARITABLE ORGANIZATIONS. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $23,168,375 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $777,189 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $23,945,564 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $23,945,564 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $359,183 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,586,381 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,179,319 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,179,319 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,955 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $123,929 | IncomeTaxAmt |
| Total Tax | $129,884 | TotalTaxAmt |
| Distributable Before Adj | $1,049,435 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,049,435 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,049,435 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,175,869 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,175,869 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,955 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,169,914 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,049,435 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $170,199 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $161,804 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $157,021 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,152,064 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $42,045 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,683,133 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,175,869 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,049,435 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,126,434 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,809,567 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $170,199 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,639,368 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $161,804 | ExcessFromYear4Amt |
| Excess From Year3 | $157,021 | ExcessFromYear3Amt |
| Excess From Year2 | $2,152,064 | ExcessFromYear2Amt |
| Excess From Year1 | $42,045 | ExcessFromYear1Amt |
| Excess From Current Year | $1,126,434 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | EMANUEL FRIEDMAN | ContributingManagerNm |
| Contributing Manager | KINDY FRENCH | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ABRAHAM FOUNDATION | ||||||
| 232 EAST 62ND STREET | NEW YORK | NY | 10065 | PC | DONATION | $10,000 |
| AFRICAN WILDLIFE FOUNDATION | ||||||
| 1400 SIXTEENTH STREET NW STE 120 | WASHINGTON | DC | 20036 | PC | DONATION | $80,000 |
| AMBOSELI TRUST FOR ELEPHANTS | ||||||
| 10 STATE STREET | NEWBURYPORT | MA | 01950 | PC | DONATION | $28,000 |
| CATHOLIC CHARITIES | ||||||
| 924 G STREET NW | WASHINGTON | DC | 20001 | PC | DONATION | $100,000 |
| CHABAD LUBAVITCH OF NORTHERN VIRGINIA | ||||||
| 3939 PRINCE WILLIAM DRIVE | FAIRFAX | VA | 22031 | PC | DONATION | $15,000 |
| CHAI MITZVAH | ||||||
| 106 TIMBERWOOD ROAD | WEST HARTFORD | CT | 06117 | PC | DONATION | $100,000 |
| CHILDREN'S NATIONAL HEALTH SYSTEM | ||||||
| 111 MICHIGAN AVE NW | WASHINGTON | DC | 20010 | PC | DONATION | $250,000 |
| COLLEGE SUMMIT | ||||||
| 1763 COLUMBIA ROAD NW SECOND FLOOR | WASHINGTON | DC | 20009 | PC | DONATION | $5,000 |
| COOL EARTH | ||||||
| ONE HANSON PLACE 17D | BROOKLYN | NY | 11243 | PC | DONATION | $10,000 |
| DC PRESERVATION LEAGUE | ||||||
| 1221 CONNETCTICUT AVE NW | WASHINGTON | DC | 20036 | PC | DONATION | $5,000 |
| EMORY UNIVERSITY | ||||||
| 201 DOWMAN DRIVE | ATLANTA | GA | 30322 | PC | DONATION | $50,000 |
| ENVIRONMENTAL INVESTIGATION AGENCY | ||||||
| PO BOX 53343 | WASHINGTON | DC | 20009 | PC | DONATION | $10,000 |
| FRIENDS OF FREELAND | ||||||
| 500 MONTGOMERY ST STE 400 | ALEXANDRIA | VA | 22314 | PC | DONATION | $62,000 |
| GESHER JEWISH DAY SCHOOL | ||||||
| 4800 MATTIE MOORE COURT | FAIRFAX | VA | 22030 | PC | DONATION | $135,000 |
| GREAT PLAINS FOUNDATION | ||||||
| 17104 242ND AVE SE | MAPLE VALLEY | WA | 98038 | PC | DONATION | $50,000 |
| HEBREW CHARTER SCHOOL | ||||||
| 729 SEVENTH AVENUE 9TH FLOOR | NEW YORK | NY | 10019 | PC | DONATION | $90,000 |
| J CONNECT | ||||||
| 1801 AVENUE OF THE STARS SUITE 322 | LOS ANGELES | CA | 90067 | PC | DONATION | $30,000 |
| JEWISH CAUSES OF CHOICE INC | ||||||
| 384 HARVARD STREET | BROOKLINE | MA | 02446 | PC | DONATION | $50,000 |
| JEWISH ENRICHMENT CENTER | ||||||
| 5200 S HYDE PARK BLVD | CHICAGO | IL | 60615 | PC | DONATION | $100,000 |
| PANTHERA | ||||||
| 8 WEST 4TH STREET 18TH FLOOR | NEW YORK | NY | 10018 | PC | DONATION | $250,000 |
| TEMPLE BETH AM | ||||||
| 5950 N KENDALL DRIVE | PINECREST | FL | 33156 | PC | DONATION | $10,000 |
| THE BATTERY FOUNDATION | ||||||
| 387 TEHAMA STREET | SAN FRANCISCO | CA | 94103 | PC | DONATION | $20,000 |
| THE GREYHOUND HEALTH INITIATIVE | ||||||
| 2229 E 35TH STREET | LORRAIN | OH | 44055 | PC | DONATION | $1,500 |
| THE URBAN ALLIANCE FOUNDATION | ||||||
| 2030 Q STREET NW | WASHINGTON | DC | 20009 | PC | DONATION | $37,500 |
| TSAVO TRUST CONSERVATION GROUP | ||||||
| 1001 CONNECTICUT AVE NW | WASHINGTON | DC | 20036 | PC | DONATION | $75,000 |
| UNITY HEALTH CARE | ||||||
| 3020 14TH STREET NW | WASHINGTON | DC | 20009 | PC | DONATION | $105,000 |
| UNIVERSITY OF ALABAMA | ||||||
| 380 9TH STREET | TUSCALOOSA | AL | 35401 | PC | DONATION | $10,000 |
| US AGAINST ALZHEIMER'S NETWORK | ||||||
| 2 WISCONSIN CIRCLE STE 700 | CHEVY CHASE | MD | 20815 | PC | DONATION | $25,000 |
| US SOCCER FOUNDATION | ||||||
| 1211 CONNECTICUT AVE NW 500 | WASHINGTON | DC | 20036 | PC | DONATION | $25,000 |
| VAN NESS ELEMENTARY | ||||||
| 1150 FIFTH STREET SE | WASHINGTON | DC | 20003 | PC | DONATION | $10,000 |
| WASHINGTON HEBREW CONGREGATION | ||||||
| 3935 MACOMB ST NW | WASHINGTON | DC | 20016 | PC | DONATION | $100,000 |
| WASHINGTON HUMANE SOCIETY | ||||||
| 4590 MACARTHUR BLVD NW | WASHINGTON | DC | 20007 | PC | DONATION | $50,000 |
| WASHINGTON LATIN PUBLIC CHARTER SCHOOL | ||||||
| 5200 2ND STREET NW | WASHINGTON | DC | 20011 | PC | DONATION | $5,000 |
| WASHINGTON PERFORMING ARTS SOCIETY | ||||||
| 2000 L ST NW 150 | WASHINGTON | DC | 20036 | PC | DONATION | $25,000 |
| WILD AID INC | ||||||
| 744 MONTGOMERY STREET STE 300 | SAN FRANCISCO | CA | 94111 | PC | DONATION | $75,000 |
| WILDLIFE & ENVIRONMENTAL CRIMES FUSION CELL | ||||||
| 1100 H STREET STE 450 | WASHINGTON | DC | 20005 | PC | DONATION | $25,000 |
| WILDLIFE ALLIANCE | ||||||
| 1441 BROADWAY FIFTH FLOOR | NEW YORK | NY | 10018 | PC | DONATION | $10,000 |
| YESHIVAT CHOVEVEI TORAH RABBINICAL SCHOOL LTD | ||||||
| 3700 HENRY HUDSON PKWY 2ND FLOOR | NEW YORK | NY | 10463 | PC | DONATION | $100,000 |
| ZSL AMERICA INC ZOOLOGICAL SOCIETY OF LONDON | ||||||
| 1000 N WEST STREET STE 1200 | WILMINGTON | DE | 19801 | PC | DONATION | $35,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,174,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $413 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $331,255 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $414,292 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$580,572 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $165,388 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $165,388 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | INCOME 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | EMANUEL FRIEDMAN KINDY FRENCH | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2330 CALIFORNIA STREET NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20008 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,708,500 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | OWNERSHIP INTEREST IN KODIAK FUNDING, LP | NoncashPropertyDesc |
| Fair Market Value | $5,708,500 | FairMarketValueAmt |
| Received | 2015-12-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,475 | Amt |
| Net Investment Income | $5,606 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,869 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 95 SHARES ALLIN | $368,125 | $1,995 |
| 3,847 SHARES BANK OF GEORGETOWN | $50,011 | $50,011 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (12 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FBR INFINITY II VENTURES, LP | AT COST | $211,019 | $211,019 |
| KODIAK FUNDING, LP | AT COST | $8,646,128 | $14,798,852 |
| EJF DEBT OPPORTUNITIES OFFSHORE FUND LTD | FMV | $3,544,948 | $4,267,591 |
| EJF SIDECAR FUND, C | FMV | $0 | $0 |
| EJF GREATER CHINA FUND | FMV | $0 | $0 |
| EJF INCOME FUND | FMV | $195,806 | $192,990 |
| EJF FINANCIAL SERVICES FUND | FMV | $1,106,494 | $1,150,290 |
| ARMADILLO FINANCIAL FUND LP | FMV | $2,927,244 | $3,156,487 |
| EJF SPECIALTY FINANCE OPPORTUNITY OFFSHORE FUND | FMV | $1,517,294 | $1,157,605 |
| EJF ENERGY OPPS OFFSHORE FUND, LP | FMV | $0 | $0 |
| ARMADILLO FINANCIAL FUND II LP | FMV | $375,000 | $378,005 |
| AT COST | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK SERVICE CHARGES | $401 | $401 | $0 |
| LICENSES & FEES | $210 | $210 | $0 |
| LEGAL FEES | $3,664 | $3,664 | $0 |
| PASS-THROUGH: FBR INFINITY II VENTURES, LP | $813 | $813 | $0 |
| PASS-THROUGH: EJF SIDECAR FUND, C | $1,042 | $1,042 | $0 |
| PASS-THROUGH: KODIAK FUNDING, LP | $57,229 | $57,229 | $0 |
| PASS-THROUGH: EJF FINANCIAL SERVICES FUND, LP | $28,003 | $28,003 | $0 |
| PASS-THROUGH: EJF INCOME FUND, LP | $7,598 | $7,598 | $0 |
| PASS-THROUGH: ARMADILLO FINANCIAL FUND, LP | $39 | $39 | $0 |
| PASS-THROUGH: EJF SPECIALTY FINANCE OPPORTUNITIES OFFSHOREFUND, LP | $18,990 | $18,990 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| EJF SIDECAR FUND, C - OTHER INCOME | $2,879 | $2,879 | $2,879 |
| EJF FINANCIAL SERVICES FUND, LP - OTHER INCOME | $3,369 | $3,369 | $3,369 |
| EJF INCOME FUND, LP - OTHER INCOME | $2,047 | $2,047 | $2,047 |
| ARMADILLO FINANCIAL FUND LP - OTHER INCOME | $405,997 | $405,997 | $405,997 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $16,907 | $16,907 | $0 |
| TAX PAYMENTS | $10,000 | $10,000 | $0 |
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