FRIED FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- FRIED FOUNDATION INC (EIN 13-6197403)
- Tax period
- 2024-02-01 to 2025-01-31
- Filed
- 2025-12-15
- IRS object ID
- 202533499349100108
- Schema version
- 2024v5.2
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-12-15T10:38:55-06:00 | ReturnTs |
| Tax Period End | 2025-01-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133769291 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BELL & COMPANY CPA'S PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 122 EAST 42ND STREET 31ST FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10168 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-02-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136197403 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FRIED FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRIE | BusinessNameControlTxt |
| Phone | 2129496700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO BELL CO 122 E 42ND ST 31FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10168 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALBERT FRIED JR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2129496700 | PhoneNum |
| Signature | 2025-12-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EVAN R BELL CPA | PreparerPersonNm |
| PTIN | P00540559 | PTIN |
| Phone | 2129496700 | PhoneNum |
| Preparation | 2025-12-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $34,123,614 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,750,925 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $13,738 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13,738 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,242,850 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,242,850 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $76,920 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,469,088 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $76,920 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,084,433 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,333,508 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $166,212 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $166,212 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,301 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,301 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,222 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $177,735 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $176,513 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,579,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,579,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,757,235 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $176,513 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,579,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,327,198 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,156,995 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $155,017 | CashBOYAmt |
| Cash EOY | $98,958 | CashEOYAmt |
| Cash EOYFMV | $98,958 | CashEOYFMVAmt |
| US Government Obligations BOY | $412,646 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $285,245 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $289,886 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,401,046 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,488,972 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,829,882 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $22,610,747 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $23,033,479 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $23,904,888 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $29,579,456 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,906,654 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $34,123,614 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $29,579,456 | RetainedEarningBOYAmt |
| Retained Earning EOY | $31,906,654 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $29,579,456 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $31,906,654 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $29,579,456 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $31,906,654 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $29,579,456 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,327,198 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $31,906,654 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $31,906,654 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (25 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AMERIGAS PARTNER NOTE | P | 2023-09-28 | 2024-06-27 | $317,580 | $311,182 | $6,398 | $6,398 |
| CALLON PETROLEUM CO | P | 2023-09-28 | 2024-04-01 | $180,903 | $176,524 | $4,379 | $4,379 |
| GENESIS ENERGY LP | P | 2023-12-13 | 2024-06-05 | $436,000 | $431,666 | $4,334 | $4,334 |
| GOLDMAN SACHS GROUP INC | P | 2023-06-13 | 2024-03-15 | $500,000 | $500,000 | $0 | $0 |
| ICAHN ENTERPRISES LP | P | 2023-09-28 | 2024-06-13 | $430,000 | $415,727 | $14,273 | $14,273 |
| ICAHN ENTERPRISES LP | P | 2024-06-14 | 2024-12-16 | $145,000 | $143,888 | $1,112 | $1,112 |
| ICAHN ENTERPRISES LP | P | 2024-11-08 | 2024-12-16 | $75,000 | $74,485 | $515 | $515 |
| RADIAN GROUP INC | P | 2023-09-28 | 2024-09-27 | $183,000 | $182,950 | $50 | $50 |
| SEAGATE HDD CAYMAN | P | 2024-04-02 | 2025-01-01 | $542,000 | $537,881 | $4,119 | $4,119 |
| SERVICE PPTYS TR | P | 2023-09-28 | 2024-06-04 | $432,799 | $420,042 | $12,757 | $12,757 |
| SPRINGLEAF FIN CORP | P | 2023-09-28 | 2024-06-10 | $424,596 | $418,949 | $5,647 | $5,647 |
| STARWOOD PPTY TR INC | P | 2024-03-18 | 2024-11-21 | $49,000 | $48,772 | $228 | $228 |
| STARWOOD PPTY TR INC | P | 2024-04-02 | 2024-11-21 | $233,000 | $231,823 | $1,177 | $1,177 |
| TRANSDIGM INC | P | 2023-09-28 | 2024-04-21 | $416,000 | $416,905 | -$905 | -$905 |
| US TREASURY INFL NOTE | P | 2023-09-28 | 2024-06-10 | $130,959 | $130,959 | $0 | $0 |
| USA COMPRESSION PARTNERS | P | 2023-09-28 | 2024-04-04 | $427,000 | $420,446 | $6,554 | $6,554 |
| WELLS FARGO & CO | P | 2024-01-02 | 2024-10-28 | $271,890 | $267,566 | $4,324 | $4,324 |
| BOEING CO | P | 2022-11-08 | 2024-02-01 | $500,000 | $500,000 | $0 | $0 |
| HP ENTERPRISE CO | P | 2021-10-18 | 2024-04-01 | $486,000 | $486,000 | $0 | $0 |
| CVS HEALTH CORP | P | 2021-08-23 | 2024-06-10 | $426,589 | $430,447 | -$3,858 | -$3,858 |
| SOUTHERN CALIFORNIA EDISON CO | P | 2023-09-28 | 2024-10-28 | $235,551 | $228,724 | $6,827 | $6,827 |
| UNION PAC CORP | P | 2023-03-27 | 2024-10-28 | $185,221 | $185,221 | $0 | $0 |
| GENERAL MOTORS FINL CO | P | 2021-08-23 | 2024-11-07 | $700,000 | $700,000 | $0 | $0 |
| NEWELL BRANDS INC | P | 2023-09-28 | 2024-11-14 | $427,000 | $421,320 | $5,680 | $5,680 |
| UNION PAC CORP | P | 2023-03-27 | 2025-01-15 | $314,000 | $310,691 | $3,309 | $3,309 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $76,920 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,082 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $16,082 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $16,082 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $129,412 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $129,412 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $113,330 | OverpaymentAmt |
| Applied To ES Tax | $113,330 | 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 |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | 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 | BELL CO | IndividualWithBooksNm |
| Phone | 2129496700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 122 EAST 42ND ST 31FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10168 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ALBERT FRIED JR | ||||||||
| 9999 COLLINS AVENUE APT 8G | BAL HARBOUR | FL | 33154 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| BARBARA ARDIZZONE | ||||||||
| C/O BELL CO 122 E 42ND ST 31FL | NEW YORK | NY | 10168 | SECRETARY | 2.00 | $0 | $0 | $0 |
| CHRISTINA E FRIED | ||||||||
| C/O BELL CO 122 E 42ND ST 31FL | NEW YORK | NY | 10168 | TREASURER | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $32,633,333 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $327,007 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $32,960,340 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $32,960,340 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $494,405 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $32,465,935 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,623,297 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,623,297 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,082 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,082 | TotalTaxAmt |
| Distributable Before Adj | $1,607,215 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,607,215 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,607,215 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,579,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,579,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,607,215 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $84,742 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $356,165 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $65,861 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,647 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $512,415 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,579,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,579,500 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $27,715 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $27,715 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $484,700 | 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 | $484,700 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $57,027 | ExcessFromYear4Amt |
| Excess From Year3 | $356,165 | ExcessFromYear3Amt |
| Excess From Year2 | $65,861 | ExcessFromYear2Amt |
| Excess From Year1 | $5,647 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ALBERT FRIED JR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN LEBANESE SYRIAN ASSOCIATED CHARITIES | ||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | PC | GENERAL PURPOSES | $12,000 |
| CANCER RESEARCH & TREATMENT | ||||||
| 162 WEST 54TH STREET SUITE 4C | NEW YORK | NY | 10019 | PC | GENERAL PURPOSES | $25,000 |
| COMMUNITY MAYORS FOR SPECIAL CHILDREN | ||||||
| 9728 THIRD AVENUE SUITE 632 | BROOKLYN | NY | 11209 | PC | GENERAL PURPOSES | $5,000 |
| CORNELL UNIVERSITY | ||||||
| 130 EAST SENECA STREET | ITHACA | NY | 14850 | PC | GENERAL PURPOSES | $992,500 |
| JACKSON HEALTH FOUNDATION INC | ||||||
| 1611 NW 12TH AVENUE | MIAMI | FL | 33136 | PC | GENERAL PURPOSES | $30,000 |
| NATIONAL ORGANIZATION FOR DISORDERS OF THE CORPUS CALLOSUM | ||||||
| 18032 LEMOND DR | YORBA LINDA | CA | 92886 | PC | GENERAL PURPOSES | $15,000 |
| NDH FOUNDATION | ||||||
| 6531 SPRING BROOK AVE | RHINEBECK | NY | 125723709 | PC | GENERAL PURPOSES | $50,000 |
| NY STATE TROOPER FOUNDATION | ||||||
| 3 AIRPORT BOULEVARD | LATHAM | NY | 12110 | PC | GENERAL PURPOSES | $7,500 |
| TABOR ACADEMY | ||||||
| 66 SPRING STREET | MARION | MA | 02738 | PC | GENERAL PURPOSES | $200,000 |
| THE CENTURION FOUNDATION | ||||||
| 45 BROADWAY 24TH FLOOR | NEW YORK | NY | 10006 | PC | GENERAL PURPOSES | $180,000 |
| THE CULINARY INSTITUTE OF AMERICA | ||||||
| 1946 CAMPUS DRIVE | HYDE PARK | NY | 12538 | PC | GENERAL PURPOSES | $7,500 |
| THE JOAN AND SANFORD I WEILL MEDICAL COLLEGE | ||||||
| 1300 YORK AVE BOX 314 | NEW YORK | NY | 10065 | PC | GENERAL PURPOSES | $25,000 |
| TUNNEL TO TOWERS FOUNDATION | ||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | PC | GENERAL PURPOSES | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,579,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,738 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,242,850 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $76,920 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,256,588 | ExclusionAmt |
| Related Or Exempt Function Incm | $76,920 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,333,508 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | N/A |
| 4 | N/A |
| 8 | N/A |
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 | MR ALBERT FRIED JR | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9999 COLLINS AVENUE APT 8G | AddressLine1Txt |
| City | BAL HARBOUR | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33154 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,750,925 | 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 | STOCKS: CRNG 22,744 SHARES - $534,939 FMV; GRPTF 97,574 SHARES - $1,552,988 SHARESCASH: $662,999 | NoncashPropertyDesc |
| Fair Market Value | $2,750,925 | FairMarketValueAmt |
| Received | 2024-12-26 | ReceivedDt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (54 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AIR LEASE CORP NTS | $414,667 | $432,848 |
| AMER AXLE & MANF INC NTS | $419,938 | $441,556 |
| AMERICAN HONDA | $288,869 | $288,074 |
| AMERIGAS PARTNER NTS | $102,135 | $104,840 |
| ASBURY AUTO GROUP | $356,129 | $358,218 |
| BOYD GAMING CORP | $411,168 | $440,107 |
| BROADCOM INC NTS B/E | $411,258 | $442,439 |
| BUCKEYE PARTNERS L P | $409,751 | $444,300 |
| CEDAR FAIR/CAN/MAGNUM | $441,603 | $446,284 |
| CENTENE CORP NTS | $412,783 | $434,157 |
| CENTENE CORP NTS B/E | $416,541 | $446,362 |
| CHARTER COMM OPT LLC/CAP | $834,745 | $894,103 |
| CHEMOURS CO NTS | $519,605 | $546,661 |
| CHENIERE ENERGY PARTNERS | $551,387 | $589,131 |
| CITIGROUP | $643,197 | $674,307 |
| CLEVELAND-CLIFFS INC | $411,159 | $429,789 |
| COMCAST CORP | $409,714 | $422,044 |
| DANA HLDG CORP NTS | $409,954 | $439,774 |
| DISCOVERY COMM INC | $827,763 | $868,290 |
| DPL INC NTS B/E | $415,682 | $433,217 |
| ENLINK MIDSTREAM | $235,669 | $248,074 |
| EPR PROPERTIES NTS | $420,197 | $434,539 |
| EVERSOURCE ENERGY | $544,944 | $547,612 |
| GENERAL MOTORS CO | $175,392 | $176,797 |
| GOLDMAN SACHS GROUP | $286,913 | $306,267 |
| GOODYEAR TIRE & RUBBER | $420,880 | $447,318 |
| ICAHN ENTERPRISES L P | $316,720 | $319,606 |
| L BRANDS INC NTS B/E | $410,458 | $432,505 |
| MAGALLANES INC NTS B/E | $857,256 | $881,534 |
| MARRIOTT OWNERSHIP | $541,599 | $542,324 |
| NAVIENT CORP NTS B/E | $423,117 | $431,070 |
| NUSTAR LOGISTICS L P NTS | $418,618 | $429,789 |
| OCEANEERING INTL INC | $536,868 | $540,257 |
| PACIFIC GAS & ELEC CO | $412,767 | $441,245 |
| PACIFIC GAS & ELEC NTS | $417,386 | $450,810 |
| PG & E CORP | $526,365 | $520,360 |
| QVC INC | $239,281 | $246,039 |
| ROYAL CARIBBEAN CRUISES | $405,182 | $428,741 |
| SERVICE CORP INTL | $337,027 | $335,084 |
| SERVICE PPTYS TR NTS B/E | $85,153 | $86,036 |
| SOUTHWESTERN ENERGY CO | $440,822 | $451,571 |
| SPRINGLEAF FIN CORP NTS | $357,296 | $359,040 |
| STARWOOD PPTY | $265,950 | $269,517 |
| TEGNA INC | $226,035 | $227,015 |
| TENET HEALTHCARE CORP | $598,066 | $613,621 |
| TEVA PHARMACEUTICAL NE | $442,053 | $463,211 |
| TRANSDIGM INC NTS B/E | $474,864 | $480,344 |
| TRAVEL+LEISURE CO (FKA WYNDHAM) | $416,560 | $441,267 |
| TRI POINTE GROUP INC NTS | $410,215 | $434,130 |
| US BANCORP NTS B/E | $411,222 | $432,474 |
| USA COMPRESSION PARTNERS | $541,290 | $540,394 |
| VICI PROPERTIES LP NTS | $740,962 | $762,149 |
| WELLS FARGO & CO | $175,657 | $180,354 |
| WESTERN GAS PARTNERS LP | $412,647 | $427,293 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COUPANG INC | $534,939 | $534,711 |
| GETLINK SE EUR | $1,552,987 | $1,567,624 |
| HUDBAY MINERALS INC | $1,493,416 | $2,361,482 |
| INTERCONTINENTAL EXCHANGE GROUP | $373,000 | $639,320 |
| MARRIOTT VACATIONS WORLDWIDE | $1,019,775 | $658,671 |
| NORTH AMERICAN CONSTR GROUP LTD | $1,610,400 | $2,320,440 |
| NOVANTA INC CAD | $1,342,645 | $1,366,994 |
| STAGWELL INC CLASS A | $561,810 | $380,640 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $285,245 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $289,886 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEES | Desc |
| Revenue And Expenses Per Books | $1,222 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $166,212 | Amt |
| Net Investment Income | $166,212 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MR ALBERT FRIED JR | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9999 COLLINS AVE APT 8G | AddressLine1Txt |
| City | BAL HARBOUR | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33154 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $10,301 | Amt |
| Net Investment Income | $10,301 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |