GERALD J & DOROTHY R FRIEDMAN N Y FOUNDATION FOR MEDICAL RESEARCH: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- GERALD J & DOROTHY R FRIEDMAN N Y FOUNDATION FOR MEDICAL RESEARCH (EIN 13-4034562)
- Tax period
- 2013-03-01 to 2014-02-28
- Filed
- 2015-01-13
- IRS object ID
- 201500139349100200
- Schema version
- 2013v4.0
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-01-13T07:31:16-06:00 | ReturnTs |
| Tax Period End | 2014-02-28 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1212 AVENUE OF THE AMERICAS | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-03-01 | 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 | BusinessNameLine1 |
| Business Name Line2 | NEW YORK FOUNDATION FOR MEDICAL RESEARCH | BusinessNameLine2 |
| 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 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10036 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANE FRIEDMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2122970400 | PhoneNum |
| Signature | 2014-12-11 | 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 | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $25,549,511 | 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 | $570,599 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $570,599 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,511,344 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,502,234 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,511,344 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,081,943 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,081,943 | 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 |
| Accounting Fees Rev And Expnss | $15,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $192,689 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $192,439 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $250 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $8,719 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $32,549 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $17,119 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $15,430 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,564 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,814 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $750 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $395,521 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $227,872 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $158,930 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $519,021 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $519,021 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $914,542 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $227,872 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $677,951 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,167,401 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,854,071 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $583,476 | CashBOYAmt |
| Cash EOY | $3,461,418 | CashEOYAmt |
| Cash EOYFMV | $3,461,418 | CashEOYFMVAmt |
| Corporate Stock BOY | $8,735,655 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,103,870 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,946,066 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $8,476,389 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,596,735 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $7,543,830 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $4,516,370 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,320,554 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,598,197 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $22,311,890 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,482,577 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $25,549,511 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | 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 | -$12,271,399 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$11,100,712 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $22,311,890 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $23,482,577 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $22,311,890 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $23,482,577 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $22,311,890 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,167,401 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,624 | OtherIncreasesAmt |
| Subtotal | $23,484,915 | SubtotalAmt |
| Other Decreases | $2,338 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $23,482,577 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $10,499,837 | $8,987,054 | $1,512,783 | $1,512,783 | |||
| LITIGATION PROCEEDS | $2,397 | $2,397 | $2,397 | P | 2012-03-01 | 2014-02-28 | |
| THROUGH US REAL ESTATE | -$3,836 | -$3,836 | P | 2012-01-01 | 2013-12-31 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,511,344 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,964,298 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $23,962,147 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.123708 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,767,695 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $25,424,248 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.148193 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $153,242 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $25,420,363 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.006028 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,810,946 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $24,628,837 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.154735 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $458,474 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $30,158,376 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.015202 | DistributionYr5Rt |
| Total Distribution | 0.447866 | TotalDistributionRt |
| Average Distribution | 0.089573 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $24,115,808 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,160,125 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $18,541 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,178,666 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $677,951 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $37,081 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $37,081 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $37,081 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $21,162 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $21,162 | TotalPaymentsAndCreditsAmt |
| Tax Due | $15,919 | TaxDueAmt |
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 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100196064 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $45,000 | $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 |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CREDIT SUISSE | |||||
| 2121 AVENUE OF THE STARS SUITE 3300 | LOS ANGELES | CA | 90067 | INVESTMENT ADVISOR | $99,221 |
| NEUBERGER BERMAN LLC | |||||
| PO BOX 183211 | COLUMBUS | OH | 43218 | INVESTMENT ADVISOR | $66,440 |
| 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 | $21,470,631 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $931,499 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,080,924 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $24,483,054 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $24,483,054 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $367,246 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $24,115,808 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,205,790 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,205,790 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $37,081 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $37,081 | TotalTaxAmt |
| Distributable Before Adj | $1,168,709 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,168,709 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,168,709 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $677,951 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $677,951 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $677,951 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,168,709 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $2,585,654 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $1,801,177 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,386,831 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $677,951 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $677,951 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $490,758 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $490,758 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,896,073 | 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 | $3,896,073 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,094,896 | ExcessFromYear4Amt |
| Excess From Year1 | $1,801,177 | ExcessFromYear1Amt |
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 (8 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BETH ISRAEL MEDICAL CENTER | |||||||
| 555 WEST 57TH STREET | NEW YORK | NY | 10019 | NONE | 501(C)(3) | TO FURTHER ORGANIZATION'S EXEMPT PURPOSE | $157,000 |
| KRISTEN ANN CARR FUND | |||||||
| 39 W 32ND ST RM 1403 | NEW YORK | NY | 10001 | NONE | 501(C)(3) | TO FURTHER ORGANIZATION'S EXEMPT PURPOSE | $5,000 |
| NATIONAL ALLIANCE FOR THE MENTALLY ILL | |||||||
| 505 EIGHTH AVE STE 1103 | NEW YORK | NY | 10018 | NONE | 501(C)(3) | TO FURTHER ORGANIZATION'S EXEMPT PURPOSE | $5,000 |
| PRADER WILLI SYNDROME ASSOCIATION | |||||||
| 8588 POTTER PARK DRIVE SUITE 500 | SARASOTA | FL | 34238 | NONE | 501(C)(3) | TO FURTHER ORGANIZATION'S EXEMPT PURPOSE | $5,000 |
| THE PKD FOUNDATION | |||||||
| 8330 WARD PARKWAY SUITE 510 | KANSAS CITY | MO | 64114 | NONE | 501(C)(3) | TO FURTHER ORGANIZATION'S EXEMPT PURPOSE | $2,000 |
| TRUSTEES OF TUFTS COLLEGE | |||||||
| 800 WASHINGTON STREET | BOSTON | MA | 02111 | NONE | 501(C)(3) | TO FUTHER ORGAIZATION'S EXEMPT PURPOSE | $65,021 |
| TUFTS NEW ENGLAND MEDICAL CENTER | |||||||
| 800 WASHINGTON STREET | BOSTON | MA | 02111 | NONE | 501(C)(3) | TO FURTHER ORGANIZATION'S EXEMPT PURPOSE | $250,000 |
| UCLA MEDICAL CENTER | |||||||
| 1250 16TH STREET | SANTA MONICA | CA | 90404 | NONE | 501(C)(3) | TO FURTHER ORGANIZATION'S EXEMPT PURPOSE | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $519,021 | 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 | $570,599 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,511,344 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,081,943 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,081,943 | 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 | $15,000 | Amt |
| Net Investment Income | $7,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SEE ATTACHED STATEMENT - NORTHEN TRUST | BondNm |
| EOY Book Value | $7,596,735 | EOYBookValueAmt |
| EOYFMV | $7,543,830 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SEE ATTACHED STATEMENT - CS 020982 | $1,442,560 | $2,043,659 |
| SEE ATTACHED STATEMENT - CS 019695 | $1,999,666 | $2,386,568 |
| SEE ATTACHED STATEMENT - CS 019711 | $1,573,963 | $1,727,276 |
| SEE ATTACHED STATEMENT - CS 5225 | $600,978 | $680,205 |
| SEE ATTACHED STATEMENT - NEUBERGER | $2,019,850 | $3,528,758 |
| SEE ATTACHED STATEMENT - CS 026849 | $466,853 | $579,600 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SEE ATTACHED STATEMENT - JPM | AT COST | $955,515 | $1,026,193 |
| SEE ATTACHED STATEMENT - GOLDMAN SACHS | AT COST | $1,552,632 | $277,328 |
| ALKEON GROWTH OFFSHORE FUND 06-2012 | AT COST | $1,812,407 | $2,294,676 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | COST BASIS ADJUSTMENT | Description |
| Amount | $2,338 | Amount |
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) | $10,745 | $10,745 | $0 |
| OTHER EXPENSES | $750 | $0 | $750 |
| ADR FEES | $69 | $69 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RETURN OF CAPITAL | Description |
| Amount | $5,624 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $192,189 | $192,189 | $0 |
| CONSULTING | $500 | $250 | $250 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $17,119 | $17,119 | $0 |
| PAYROLL TAX | $15,430 | $0 | $15,430 |
Comments