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FRIEDMAN - FRENCH FOUNDATION INC: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
FRIEDMAN - FRENCH FOUNDATION INC (EIN 52-1853718)
Tax period
2014-07-01 to 2015-06-30
Filed
2016-02-27
IRS object ID
201620589349100302
Schema version
2014v6.0
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)
Return2016-02-27T13:05:17-06:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt

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 Line1218 N LEE ST SUITE 300AddressLine1Txt
CityALEXANDRIACityNm
State AbbreviationVAStateAbbreviationCd
ZIP22314ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-07-01TaxPeriodBeginDt

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
Signature2016-02-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKATHRYN COZZENSPreparerPersonNm
PTINP00730458PTIN
Phone3012600809PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-08-17 19:52:53ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
PF Status Term Sect507b1 AYes (X)PFStatusTermSect507b1AInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$21,549,112FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,300,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$373InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$373InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$319,410DividendsRevAndExpnssAmt
Dividends Net Invst Incm$319,410DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$93,343NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$279,261GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$93,343CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$71,524OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$71,524OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$2,784,650TotalRevAndExpnssAmt
Total Net Invst Incm$484,650TotalNetInvstIncmAmt
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$14,200AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$10,650AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,550AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$33TaxesRevAndExpnssAmt
Taxes Net Invst Incm$33TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$99,657OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$94,945OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$113,890TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$105,628TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,550TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,141,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,141,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,254,890TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$105,628TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,144,550TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,529,760ExcessRevenueOverExpensesAmt
Net Investment Income$379,022NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$525,080CashBOYAmt
Cash EOY$1,287,940CashEOYAmt
Cash EOYFMV$1,287,940CashEOYFMVAmt
Acct Rcvbl BOY$129AcctRcvblBOYAmt
Corporate Stock BOY$418,136CorporateStockBOYAmt
Corporate Stock EOY$418,136CorporateStockEOYAmt
Corporate Stock EOYFMV$53,621CorporateStockEOYFMVAmt
Other Investments BOY$13,190,689OtherInvestmentsBOYAmt
Other Investments EOY$13,957,718OtherInvestmentsEOYAmt
Other Investments EOYFMV$20,207,551OtherInvestmentsEOYFMVAmt
Total Assets BOY$14,134,034TotalAssetsBOYAmt
Total Assets EOY$15,663,794TotalAssetsEOYAmt
Total Assets EOYFMV$21,549,112TotalAssetsEOYFMVAmt
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$14,134,034RetainedEarningBOYAmt
Retained Earning EOY$15,663,794RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$14,134,034TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$15,663,794TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$14,134,034TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$15,663,794TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$14,134,034TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,529,760ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$15,663,794SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$15,663,794TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
FROM PASSTHROUGH - EJF SELECT OFFSHORE FUNDP$249,439$249,439$249,439
FROM PASSTHROUGH - EJF FINANCIAL SERVICES FUND LPP$17,453$17,453$17,453
FROM PASSTHROUGH - KODIAK FUNDING LPP-$177,492-$177,492$177,492
FROM PASSTHROUGH - EJF INCOME FUND LPP-$2,694-$2,694$2,694
FROM PASSTHROUGH - FBR INFINITY IIP-$5,732-$5,732$5,732
FROM PASSTHROUGH - EJF FINANCIAL SERVICES FUND LPP$9,046$9,046$9,046
FROM PASSTHROUGH - EJF INCOME FUND LPP$3,305$3,305$3,305
FROM PASSTHROUGH - EJF FINANCIAL SERVICES FUND LPP$18$18$18
FieldValueIRS element (for citing)
Capital Gain Net Income$93,343CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$2,937,490AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$15,783,679NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.186109DistributionYr1Rt
Adjusted Qlfy Distri Yr2$814,380AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$13,147,178NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.061943DistributionYr2Rt
Adjusted Qlfy Distri Yr3$683,939AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$10,656,823NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.064179DistributionYr3Rt
Adjusted Qlfy Distri Yr4$699,719AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$10,854,504NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.064463DistributionYr4Rt
Adjusted Qlfy Distri Yr5$814,578AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$10,772,177NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.075619DistributionYr5Rt
Total Distribution0.452313TotalDistributionRt
Average Distribution0.090463AverageDistributionRt
Net Vl Noncharitable Assets$22,201,709NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$2,008,433AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$3,790NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$2,012,223AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,144,550QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$7,580InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$7,580SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$7,580TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$9,123EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$10,000AppliedToEsTaxAmt
Total Payments And Credits$19,123TotalPaymentsAndCreditsAmt
Overpayment$11,543OverpaymentAmt
Applied To ES Tax$11,543AppliedToESTaxAmt
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 Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateDCOrgReportOrRegisterStateCd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Org Report Or Register StateVAOrgReportOrRegisterStateCd
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 AddressN/AWebsiteAddressTxt
Individual With BooksALEXIS ROYALTYIndividualWithBooksNm
Phone7038750561PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12107 WILSON BLVD SUITE 410AddressLine1Txt
CityARLINGTONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22201ZIPCd
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 (2 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
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$21,624,094AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$915,712AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$22,539,806TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$22,539,806AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$338,097CashDeemedCharitableAmt
Net Vl Noncharitable Assets$22,201,709NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,110,085MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,110,085MinimumInvestmentReturnAmt
Tax Based On Investment Income$7,580TaxBasedOnInvestmentIncomeAmt
Total Tax$7,580TotalTaxAmt
Distributable Before Adj$1,102,505DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,102,505DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,102,505DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,144,550ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,144,550QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,144,550AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,102,505DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$286,243ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$170,199ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$161,804ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$157,021ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$2,152,064ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,927,331TotalExcessDistributionCyovAmt
Qualifying Distributions$1,144,550QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,102,505AppliedToCurrentYearAmt
Remaining Distri From Corpus$42,045RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,969,376TotalCorpusAmt
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$286,243ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,683,133ExcessDistriCyovToNextYrAmt
Excess From Year4$170,199ExcessFromYear4Amt
Excess From Year3$161,804ExcessFromYear3Amt
Excess From Year2$157,021ExcessFromYear2Amt
Excess From Year1$2,152,064ExcessFromYear1Amt
Excess From Current Year$42,045ExcessFromCurrentYearAmt

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 (25 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AFRICAN WILDLIFE FOUNDATION
1400 SIXTEENTH STREET NW STE 120WASHINGTONDC20036PCDONATION$5,000
AMERICAN FRIENDS OF LUBAVITCH
2110 LEROY PLACE NWWASHINGTONDC20008PCDONATION$50,000
ASIAN ELEPHANT ART & CONSERVATION PROJECT
1535 BENTON STREET AALEMEDACA94501PCDONATION$15,000
CBEYOND CANCER
185 S RODEO DRLOS ANGELESCA90212PCDONATION$10,000
DC FIREFIGHTER BURN FOUNDATION
PO BOX 4565WASHINGTONDC20017PCDONATION$40,000
DC HEBREW LANGUAGE CHARTER SCHOOL
6015 CHILLUM PL NEWASHINGTONDC20011PCDONATION$65,000
ENVIRONMENTAL INVESTIGATION AGENCY
PO BOX 53343WASHINGTONDC20009PCDONATION$10,000
FARM FORWARD
PO BOX 4120PORTLANDOR97208PCDONATION$362,500
FRIENDS OF FREELAND
500 MONTGOMERY ST STE 400ALEXANDRIAVA22314PCDONATION$10,000
GEORGE MASON UNIVERSITY FOUNDATION
4400 UNIVERSITY DRIVEFAIRFAXVA22030PCDONATION$20,000
GOOD HUMAN FUND MEDICAL DISTRICT VETERINARY CLINIC AT ILLINOIS
2242 W HARRISON ST STE 101CHICAGOIL60612PCDONATION$28,000
HAZON
125 MAIDEN LANE SUITE 8BNEW YORKNY10038PCDONATION$60,000
JC CONNECT
1801 AVENUE OF THE STARS SUITE 322LOS ANGELESCA90067PCDONATION$25,000
JEWISH FEDERATION OF LOS ANGELES
6505 WILSHIRE BLVDLOS ANGELESCA90048PCDONATION$85,000
JEWISH FUNDERS NETWORK
150 WEST 30TH STREET STE 900NEW YORKNY10001PCDONATION$8,000
MARRIOTT FOUNDATION FOR PEOPLE WITH DISABILITIES
8720 GEORGIA AVENUE STE 907SILVER SPRINGMD20910PCDONATION$10,000
MILKEN INSTITUTE
1250 FOURTH STREETSANTA MONICACA90401PCDONATION$50,000
NATIONAL WILDLIFE REFUGE ASSOCIATION
5335 WISCONSIN AVE 521WASHINGTONDC20015PCDONATION$60,000
SCOOBY NORTH AMERICA
115 COURIER COURT NELEESBURGVA20176PCDONATION$50,000
THE ASPEN INSTITUTE
1 DUPONT CIR NW 700WASHINGTONDC20036PCDONATION$10,000
THE JEWISH ACADAMY OF SUFFOLK COUNTY
74 HAUPPAUGE ROADCOMMACKNY11725PCDONATION$25,000
US SOCCER FOUNDATION
1211 CONNECTICUT AVE NW 500WASHINGTONDC20036PCDONATION$25,000
WASHINGTON PERFORMING ARTS SOCIETY
2000 L ST NW 150WASHINGTONDC20036PCDONATION$37,500
WILD AID INC
744 MONTGOMERY STREET STE 300SAN FRANCISCOCA94111PCDONATION$70,000
ZSL AMERICA INC ZOOLOGICAL SOCIETY OF LONDON
1000 N WEST STREET STE 1200WILMINGTONDE19801PCDONATION$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,141,000TotalGrantOrContriPdDurYrAmt
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$373ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$319,410ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$71,524ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$93,343ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$484,650ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$484,650TotalIncomeProducingActyAmt

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 KINDY FRENCHContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line12330 CALIFORNIA STREET NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20008ZIPCd
FieldValueIRS element (for citing)
Total Contributions$2,300,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$14,200Amt
Net Investment Income$10,650NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,550DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
95,000 SHARES ALLIN$368,125$3,610
3,847 SHARES BANK OF GEORGETOWN$50,011$50,011

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (11 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
FBR INFINITY II VENTURES, LPAT COST$171,092$171,092
KODIAK FUNDING, LPAT COST$3,740,195$8,906,547
EJF DEBT OPPORTUNITIES OFFSHORE FUND LTDFMV$1,544,948$2,584,602
EJF SIDECAR FUND, CFMV$212,300$113,311
EJF GREATER CHINA FUNDFMV$1,500,000$1,543,526
EJF INCOME FUNDFMV$183,022$202,283
EJF SELECT OFFSHORE FUNDFMV$0$0
EJF FINANCIAL SERVICES FUNDFMV$1,041,095$1,237,680
ARMADILLO FINANCIAL FUND LPFMV$2,895,537$2,907,589
EJF SPECIALTY FINANCE OPPORTUNITY OFFSHORE FUNDFMV$1,669,529$1,627,236
EJF ENERGY OPPS OFFSHORE FUND, LPFMV$1,000,000$913,685

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK SERVICE CHARGES$294$294$0
LICENSES & FEES$365$365$0
PASS-THROUGH: FBR INFINITY II VENTURES, LP$209$209$0
PASS-THROUGH: EJF SIDECAR FUND, C$1,284$1,284$0
PASS-THROUGH: KODIAK FUNDING, LP$50,212$50,212$0
PASS-THROUGH: EJF FINANCIAL SERVICES FUND, LP$23,696$20,416$0
PASS-THROUGH: EJF INCOME FUND, LP$5,916$4,484$0
PASS-THROUGH: ARMADILLO FINANCIAL FUND, LP$17,681$17,681$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
EJF SIDECAR FUND, C - OTHER INCOME$16$16$16
EJF FINANCIAL SERVICES FUND, LP - OTHER INCOME$304$304$304
EJF INCOME FUND, LP - OTHER INCOME-$6,987-$6,987-$6,987
KODIAK FUNDING, LP - OTHER INCOME$91$91$91
ARMADILLO FINANCIAL FUND LP - OTHER INCOME$77,983$77,983$77,983
OTHER INCOME$117$117$117

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategoryTxt
Amt$33Amt
Net Investment Income$33NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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