GERALD J & DOROTHY R FRIEDMAN N Y FOUNDATION FOR MEDICAL RESEARCH: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- GERALD J & DOROTHY R FRIEDMAN N Y FOUNDATION FOR MEDICAL RESEARCH (EIN 13-4034562)
- Tax period
- 2014-03-01 to 2015-02-28
- Filed
- 2016-01-12
- IRS object ID
- 201630129349100408
- 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
- Form 990-PF
- 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 Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-01-12T15:29:22-06:00 | ReturnTs |
| Tax Period End | 2015-02-28 | 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 | 1212 AVENUE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-03-01 | 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 1212 6TH AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANE FRIEDMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2122970400 | PhoneNum |
| Signature | 2016-01-11 | 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 | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $22,112,687 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $444,312 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $444,312 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $704,056 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,413,712 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $704,056 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $84 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $84 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,148,452 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,148,452 | 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 | $17,883 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $8,942 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $8,941 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $25,265 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,633 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $12,632 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $180,558 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $179,933 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $625 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $25,560 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $14,419 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $11,141 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12,619 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,869 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $750 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $396,885 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $227,796 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $169,089 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,870,920 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,870,920 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,267,805 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $227,796 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,040,009 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,119,353 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $920,656 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,461,418 | CashBOYAmt |
| Sav And Temp Cash Invst EOY | $715,758 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $715,758 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $8,103,870 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,771,087 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,851,925 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,596,735 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,729,794 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $7,860,800 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $4,320,554 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,116,817 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,684,204 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $23,482,577 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,333,456 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $22,112,687 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $970,249 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $970,249 | 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 | -$11,100,712 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$15,220,082 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $23,482,577 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,363,207 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $23,482,577 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,333,456 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $23,482,577 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,119,353 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $19,363,224 | SubtotalAmt |
| Other Decreases | $17 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $19,363,207 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2014-03-01 | 2015-02-28 | $5,413,712 | $4,709,664 | $704,048 | $704,048 | |
| THROUGH K-1 | 2014-01-01 | 2014-12-31 | $8 | $8 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $704,056 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $677,951 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $24,115,808 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.028112 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,964,298 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $23,962,147 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.123708 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,767,695 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $25,424,248 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.148193 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $153,242 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $25,420,363 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.006028 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,810,946 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $24,628,837 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.154735 | DistributionYr5Rt |
| Total Distribution | 0.460776 | TotalDistributionRt |
| Average Distribution | 0.092155 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $23,301,495 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,147,349 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,207 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,156,556 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $5,040,009 | 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 | $9,207 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,207 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,207 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $15,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $15,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $207 | EsPenaltyAmt |
| Overpayment | $5,586 | OverpaymentAmt |
| Applied To ES Tax | $5,586 | 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 | JOHN J O'NEIL ESQ | IndividualWithBooksNm |
| Phone | 2123733000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O PAUL WEISS 1285 6TH AVE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100196064 | 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 (8 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 PAUL WEISS 1285 6TH AVENUE | NEW YORK | NY | 10019 | PRESIDENT | 20.00 | $45,000 | $0 | $0 |
| DOROTHY FRIEDMAN | ||||||||
| C/O PAUL WEISS 1285 6TH AVENUE | NEW YORK | NY | 10019 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| LEWIS BERNSTEIN | ||||||||
| C/O PAUL WEISS 1285 6TH AVENUE | NEW YORK | NY | 10019 | SECRETARY & TREASURER | 10.00 | $30,000 | $0 | $0 |
| JUDITH KENNEDY | ||||||||
| C/O PAUL WEISS 1285 6TH AVENUE | NEW YORK | NY | 10019 | VICE PRESIDENT | 10.00 | $45,000 | $0 | $0 |
| SUSAN THOMASES | ||||||||
| C/O PAUL WEISS 1285 6TH AVENUE | NEW YORK | NY | 10019 | EXECUTIVE VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| MARK SATLOF | ||||||||
| C/O PAUL WEISS 1285 6TH AVENUE | NEW YORK | NY | 10019 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| JENNIFER GERSON | ||||||||
| C/O PAUL WEISS 1285 6TH AVENUE | NEW YORK | NY | 10019 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| GEORGE SERRANO | ||||||||
| C/O PAUL WEISS 1285 6TH AVENUE | NEW YORK | NY | 10019 | SECRETARY & TREASURER | 10.00 | $15,000 | $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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CREDIT SUISSE | |||||
| 2121 AVENUE OF THE STARS SUITE 3300 | LOS ANGELES | CA | 90067 | INVESTMENT ADVISOR | $90,887 |
| NEUBERGER BERMAN LLC | |||||
| PO BOX 183211 | COLUMBUS | OH | 43218 | INVESTMENT ADVISOR | $56,180 |
| 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 | $19,378,867 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,984,190 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,293,283 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $23,656,340 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $23,656,340 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $354,845 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,301,495 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,165,075 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,165,075 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,207 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,207 | TotalTaxAmt |
| Distributable Before Adj | $1,155,868 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,155,868 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,155,868 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,040,009 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,040,009 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $9,207 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,030,802 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,155,868 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,094,896 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $1,801,177 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $3,896,073 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,040,009 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,155,868 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,884,141 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,780,214 | 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 | $2,094,896 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,685,318 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $1,801,177 | ExcessFromYear2Amt |
| Excess From Current Year | $3,884,141 | 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 (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BETH ISRAEL MEDICAL CENTER | ||||||
| 555 WEST 57TH STREET | NEW YORK | NY | 10019 | PC | AN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. | $950,000 |
| NATIONAL ALLIANCE FOR THE MENTALLY ILL | ||||||
| 505 EIGHTH AVE STE 1103 | NEW YORK | NY | 10018 | PC | AN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. | $10,000 |
| PRADER WILLI SYNDROME ASSOCIATION | ||||||
| 8588 POTTER PARK DRIVE SUITE 500 | SARASOTA | FL | 34238 | PC | AN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. | $10,000 |
| ST LUKE'S ROOSEVELT | ||||||
| 425 W 59TH ST | NEW YORK | NY | 10019 | PC | AN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. | $15,000 |
| THE PKD FOUNDATION | ||||||
| 8330 WARD PARKWAY SUITE 510 | KANSAS CITY | MO | 64114 | PC | AN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. | $2,000 |
| TRUSTEES OF TUFTS COLLEGE | ||||||
| 800 WASHINGTON STREET | BOSTON | MA | 02111 | PC | AN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. | $545,000 |
| TUFTS NEW ENGLAND MEDICAL CENTER | ||||||
| 800 WASHINGTON STREET | BOSTON | MA | 02111 | PC | AN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. | $242,500 |
| UCLA MEDICAL CENTER | ||||||
| 1250 16TH STREET | SANTA MONICA | CA | 90404 | PC | AN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT P | $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. | $600,000 |
| BRADY CENTER | ||||||
| 840 FIRST STREET NE SUITE 400 | WASHINGTON | DC | 20002 | PC | AN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. | $100,000 |
| CHATHAM UNIVERSITY | ||||||
| WOODLAND ROAD | PITTSBURGH | PA | 15232 | PC | AN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. | $100,000 |
| LA MAMA INC | ||||||
| 74A EAST 4TH STREET | NEW YORK | NY | 10003 | PC | AN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. | $201,400 |
| LENOX HILL HOSPITAL | ||||||
| 100 E 77TH STREET | NEW YORK | NY | 10021 | PC | AN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. | $89,000 |
| MOUNT SINAI - BETH ISRAEL | ||||||
| 10 NATHAN D PERLMAN PL | NEW YORK | NY | 10003 | PC | AN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. | $100,000 |
| NORTHERN YOUTH PROJECT | ||||||
| PO BOX 1040 | ABIQUIU | NM | 87510 | PC | AN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. | $4,000 |
| ROSIE'S THEATER KIDS | ||||||
| 1500 BROADWAY STE 1710 | NEW YORK | NY | 10036 | PC | AN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. | $558,793 |
| SOME SERIOUS BUSINESS | ||||||
| PO BOX 35 | ABIQUIU | NM | 87510 | PC | AN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. | $56,000 |
| UCLA FOUNDATION | ||||||
| 10920 WILSHIRE BOULEVARD SUITE 900 | LOS ANGELES | CA | 900246519 | 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. | $1,200,000 |
| HOWL ARTS | ||||||
| 636 BROADWAY | NEW YORK | NY | 10003 | PC | AN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. | $57,227 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,870,920 | 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 | $444,312 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $704,056 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LITIGATION PROCEEDS | Desc |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $84 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,148,452 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,148,452 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | COHNREZNICK, LLP | CategoryTxt |
| Amt | $25,265 | Amt |
| Net Investment Income | $12,633 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,632 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | NORTHERN TRUST | BondNm |
| EOY Book Value | $7,729,794 | EOYBookValueAmt |
| EOYFMV | $7,860,800 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CS 020982 | $1,629,165 | $2,178,631 |
| CS 019695 | $2,083,100 | $2,405,136 |
| CS 019711 | $1,602,657 | $1,570,335 |
| CS 575225 | $222,033 | $209,404 |
| NEUBERGER | $1,757,934 | $2,890,000 |
| CS 026849 | $476,198 | $598,419 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| JPM | AT COST | $866,552 | $993,276 |
| GOLDMAN SACHS | AT COST | $1,437,858 | $397,645 |
| ALKEON GROWTH OFFSHORE FUND 06-2012 | AT COST | $1,812,407 | $2,293,283 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $17,883 | LegalFeesAmt |
| Net Investment Income | $8,942 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,941 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PENALTIES | Desc |
| Amt | $17 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER DEDUCTIONS (K-1'S) | $11,869 | $11,869 | $0 |
| FILING FEES | $750 | $0 | $750 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LITIGATION PROCEEDS | Desc |
| Revenue And Expenses Per Books | $84 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $84 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $84 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CASH OVERDRAFT | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $970,249 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $179,308 | $179,308 | $0 |
| CONSULTING | $1,250 | $625 | $625 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $14,419 | $14,419 | $0 |
| PAYROLL TAX | $11,141 | $0 | $11,141 |
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