GERALD J & DOROTHY R FRIEDMAN N Y FOUNDATION FOR MEDICAL RESEARCH: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- GERALD J & DOROTHY R FRIEDMAN N Y FOUNDATION FOR MEDICAL RESEARCH (EIN 13-4034562)
- Tax period
- 2015-03-01 to 2016-02-29
- Filed
- 2017-01-12
- IRS object ID
- 201720129349100507
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-01-12T13:49:16-06:00 | ReturnTs |
| Tax Period End | 2016-02-29 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 AVENUE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-03-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134034562 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GERALD J AND DOROTHY R FRIEDMAN | BusinessNameLine1Txt |
| Business Name Line2 | NEW YORK FOUNDATION FOR MEDICAL RESEARCH | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GERA | BusinessNameControlTxt |
| Phone | 2122970400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O cohnreznick LLP 1301 6th ave | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANE FRIEDMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2122970400 | PhoneNum |
| Signature | 2017-01-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVE KREINIK | PreparerPersonNm |
| PTIN | P00839914 | PTIN |
| Phone | 2122970400 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $18,100,469 | 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 | $514,605 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $370,815 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $370,815 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $406,207 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,074,933 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $406,207 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $402 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $402 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,292,029 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $777,424 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $135,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $135,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $56,334 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $28,167 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $28,167 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $19,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $9,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $129,551 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $129,551 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $774 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $774 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $65,929 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12,590 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $10,988 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $18,037 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $13,374 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,663 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $425,125 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $194,206 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $188,568 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,650,229 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,650,229 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,075,354 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $194,206 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,838,797 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,783,325 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $583,218 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $715,758 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $889,825 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $889,825 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,771,087 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,157,507 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,708,653 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,729,794 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,137,441 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $7,124,526 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $4,116,817 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,815,233 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,377,465 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $20,333,456 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,000,006 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,100,469 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $970,249 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $970,249 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $34,583,289 | CapitalStockBOYAmt |
| Capital Stock EOY | $34,583,289 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$15,220,082 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$16,583,283 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $19,363,207 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,000,006 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $20,333,456 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,000,006 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $19,363,207 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,783,325 | ExcessRevenueOverExpensesAmt |
| Other Increases | $427,500 | OtherIncreasesAmt |
| Subtotal | $18,007,382 | SubtotalAmt |
| Other Decreases | $7,376 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $18,000,006 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| publicly traded securities | $10,074,933 | $9,680,373 | $394,560 | $394,560 | |||
| through k-1 | $11,647 | $11,647 | P | 2015-01-01 | 2015-12-31 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $406,207 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $5,030,802 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $23,301,495 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.215900 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $677,951 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $24,115,808 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.028112 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,964,298 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $23,962,147 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.123708 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,767,695 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $25,424,248 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.148193 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $153,242 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $25,420,363 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.006028 | DistributionYr5Rt |
| Total Distribution | 0.521941 | TotalDistributionRt |
| Average Distribution | 0.104388 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $19,479,762 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,033,453 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,832 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,039,285 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,838,797 | 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 | $5,832 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,832 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,832 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,586 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $10,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $15,586 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $4 | EsPenaltyAmt |
| Overpayment | $9,750 | OverpaymentAmt |
| Applied To ES Tax | $9,750 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | 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 | COHNREZNICK LLP | IndividualWithBooksNm |
| Phone | 2122970040 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 avenue of the americas | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| jane friedman | ||||||||
| C/O cohnreznick LLP 1301 6th ave | new york | NY | 10019 | president | 20.00 | $45,000 | $0 | $0 |
| dorothy friedman | ||||||||
| C/O cohnreznick LLP 1301 6th ave | new york | NY | 10019 | director | 2.00 | $0 | $0 | $0 |
| judith kennedy | ||||||||
| C/O cohnreznick LLP 1301 6th ave | new york | NY | 10019 | vice president | 10.00 | $45,000 | $0 | $0 |
| susan thomases | ||||||||
| C/O cohnreznick LLP 1301 6th ave | new york | NY | 10019 | executive vice president | 2.00 | $0 | $0 | $0 |
| mark satlof | ||||||||
| C/O cohnreznick LLP 1301 6th ave | new york | NY | 10019 | vice president | 2.00 | $0 | $0 | $0 |
| jennifer gerson | ||||||||
| C/O cohnreznick LLP 1301 6th ave | new york | NY | 10019 | vice president | 2.00 | $0 | $0 | $0 |
| george serrano | ||||||||
| C/O cohnreznick LLP 1301 6th ave | new york | NY | 10019 | secretary & treasurer | 10.00 | $45,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| neuberger berman llc | |||||
| po box 183211 | columbus | OH | 43218 | inVESTMENT ADVISOR | $47,732 |
| CREDIT SUISSE | |||||
| 2121 Avenue of the Stars Suite 3300 | LOS ANGELES | CA | 90067 | INVESTMENT ADVISOR | $31,660 |
| northern trust | |||||
| 1301 2nd ave ste 2600 | seattle | WA | 98101 | iNVESTMENT ADVISOR | $26,015 |
| first republic securities company llc | |||||
| 111 pine street | san francisco | CA | 94111 | iNVESTMENT ADVISOR | $23,208 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $15,956,314 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,718,108 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,101,986 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,776,408 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $19,776,408 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $296,646 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,479,762 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $973,988 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $973,988 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,832 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,832 | TotalTaxAmt |
| Distributable Before Adj | $968,156 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $427,500 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,395,656 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,395,656 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,838,797 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,838,797 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,832 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,832,965 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,395,656 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $1,801,177 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $3,884,141 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,685,318 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,838,797 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,395,656 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,443,141 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,128,459 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,128,459 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $1,801,177 | ExcessFromYear3Amt |
| Excess From Year1 | $3,884,141 | ExcessFromYear1Amt |
| Excess From Current Year | $1,443,141 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | dorothy friedman | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| howl arts | ||||||
| 636 Broadway | new YORK | NY | 10003 | pc | An unrestricted grant to further the organization's exempt purpose. | $90,000 |
| Kristen Ann Carr Fund | ||||||
| 39 w 32nd st rm 1403 | nEW YORK | NY | 10001 | pc | An unrestricted grant to further the organization's exempt purpose. | $5,000 |
| la mama inc | ||||||
| 74a east 4th street | nEW YORK | NY | 10003 | pc | An unrestricted grant to further the organization's exempt purpose. | $10,000 |
| north shore - lij health system foundation | ||||||
| 125 community drive | great neck | NY | 10021 | pc | An unrestricted grant to further the organization's exempt purpose. | $1,300,000 |
| rosie's theater kids | ||||||
| 1500 broadway ste 1710 | neW YORK | NY | 10036 | pc | An unrestricted grant to further the organization's exempt purpose. | $20,000 |
| the actors fund | ||||||
| 729 7th ave 10th fl | new YORK | NY | 10019 | pc | An unrestricted grant to further the organization's exempt purpose. | $1,007,229 |
| trustees of tufts college | ||||||
| 800 washington street | boston | MA | 02111 | pc | An unrestricted grant to further the organization's exempt purpose. | $58,000 |
| bowery arts and Science | ||||||
| 310 bowery | new YORK | NY | 10012 | pc | an unrestricted grant to further the organizations' exempt purpose | $100,000 |
| ny genome center inc | ||||||
| 101 avenue of the americas | new YORK | NY | 10013 | pc | an unrestricted grant to further the organization's exempt purpose | $50,000 |
| jewish foundation for the righteous | ||||||
| 305 seventh ave 19th fl | new YORK | NY | 10001 | pc | an unrestricted grant to further the organization's exempt purpose | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,650,229 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $370,815 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $406,207 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| litigation proceeds | 18 | $11 |
| other income | 14 | $391 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $777,424 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $777,424 | TotalIncomeProducingActyAmt |
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 | DOROTHY FRIEDMAN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O cohnreznick LLP 1301 6th ave | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $514,605 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED STOCK | NoncashPropertyDesc |
| Fair Market Value | $514,605 | FairMarketValueAmt |
| Received | 2016-02-22 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | COHNREZNICK, LLP | CategoryTxt |
| Amt | $19,500 | Amt |
| Net Investment Income | $9,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,750 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | NORTHERN TRUST | BondNm |
| EOY Book Value | $7,137,441 | EOYBookValueAmt |
| EOYFMV | $7,124,526 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CS 020982 | $0 | $0 |
| CS 019695 | $0 | $0 |
| CS 019711 | $0 | $0 |
| CS 575225 | $0 | $0 |
| NEUBERGER | $1,724,442 | $2,460,214 |
| CS 026849 | $0 | $0 |
| FR 9072 | $1,351,625 | $1,268,061 |
| FR 9049 | $2,248,650 | $2,200,596 |
| fr 9064 | $610,756 | $623,937 |
| fr 9080 | $222,034 | $155,845 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| jpm | AT COST | $705,545 | $927,209 |
| GOLDMAN SACHS | AT COST | $1,297,281 | $348,270 |
| ALKEON GROWTH OFFSHORE FUND 06-2012 | AT COST | $1,812,407 | $2,101,986 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (4 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| haynes and boone llp | $38,073 | $19,037 | $19,036 |
| paul weiss llp | $10,971 | $5,485 | $5,486 |
| nixon peabody | $835 | $417 | $418 |
| davis wright tremaine llp | $6,455 | $3,228 | $3,227 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT DUE TO STOCK TRANSFER | Desc |
| Amt | $7,376 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER DEDUCTIONS (K-1'S) | $13,222 | $13,222 | $0 |
| filing fees | $750 | $0 | $750 |
| bank and miscellaneous expenses | $4,065 | $152 | $3,913 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| litigation proceeds | $11 | $11 | $11 |
| other income | $391 | $391 | $391 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECOVERIES OF PRIOR PERIOD AMOUNTS TREATED AS QUALIFYING DISTRIBUTIONS | Desc |
| Amt | $427,500 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | cash overdraft | Desc |
| BOY Book Value | $970,249 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $128,616 | $128,616 | $0 |
| consulting | $935 | $935 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $12,590 | $12,590 | $0 |
| PAYROLL TAX | $10,988 | $0 | $10,988 |
| federal taxes | $42,351 | $0 | $0 |
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