-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
06-01-2019
, and ending
05-31-2020
Name of foundation
ANNE AND NATALIO FRIDMAN FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
993 PARK AVENUE STE 10-S
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK
,
NY
10028
A Employer identification number
52-2357309
B
Telephone number (see instructions)
(212) 879-5878
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
9,747,286
J
Accounting method:
Cash
Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)
Part I
Analysis of Revenue and Expenses
(The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)
(a)
Revenue and
expenses per
books
(b)
Net investment
income
(c)
Adjusted net
income
(d)
Disbursements
for charitable
purposes
(cash basis only)
1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
.............
3
Interest on savings and temporary cash investments
79,905
79,905
79,905
4
Dividends and interest from securities
...
99,552
99,552
99,552
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
266,086
b
Gross sales price for all assets on line 6a
6,736,801
7
Capital gain net income (from Part IV, line 2)
...
266,086
8
Net short-term capital gain
.........
34,841
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
12
Total.
Add lines 1 through 11
........
445,543
445,543
214,298
13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
14,700
14,700
c
Other professional fees (attach schedule)
....
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
53,798
53,798
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
68,498
68,498
0
25
Contributions, gifts, grants paid
.......
598,394
598,394
26
Total expenses and disbursements.
Add lines 24 and 25
666,892
68,498
598,394
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-221,349
b
Net investment income
(if negative, enter -0-)
377,045
c
Adjusted net income
(if negative, enter -0-)
...
214,298
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
2
Savings and temporary cash investments
.........
1,797,489
3,020,709
3,020,709
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
1,976,040
b
Investments—corporate stock (attach schedule)
.......
3,539,976
4,071,447
4,926,577
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
1,800,000
1,800,000
1,800,000
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
9,113,505
8,892,156
9,747,286
17
Accounts payable and accrued expenses
..........
18
Grants payable
.................
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
23
Total liabilities
(add lines 17 through 22)
.........
0
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
9,113,505
8,892,156
29
Total net assets or fund balances
(see instructions)
.....
9,113,505
8,892,156
30
Total liabilities and net assets/fund balances
(see instructions)
.
9,113,505
8,892,156
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
9,113,505
2
Enter amount from Part I, line 27a
.....................
2
-221,349
3
Other increases not included in line 2 (itemize)
3
4
Add lines 1, 2, and 3
..........................
4
8,892,156
5
Decreases not included in line 2 (itemize)
5
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
8,892,156
Form
990-PF
(2019)
Form 990-PF (2019)
Page
3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a)
List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a
NETFLIX INCORPORATED
P
2018-06-12
2019-07-26
b
ACTIVISION BLIZZARD INCORPORATED
P
2019-01-28
2019-08-19
c
RAYTHEON COMPANY COM NEW
P
2019-01-11
2019-10-24
d
PACER TRENDPILOT US LARGE CAP ETF
P
2019-05-22
2019-11-25
e
SIERRA TACTICAL CORE INCOME FUND INS
P
2019-11-19
2020-04-23
BOOKING HOLDINGS INC
P
2019-04-26
2020-01-31
DFA INTERNATIONAL CORE
P
2016-12-26
2020-02-14
MARATHON PETROLEUM CORP
P
2018-04-04
2020-03-23
SECTOR SPDR
P
2017-06-22
2019-06-10
THE CHARLES SCHWAB CORPORATION
P
2018-02-12
2019-07-26
JPMORGAN CHASE & COMPANY
P
2019-02-19
2019-08-19
RAYTHEON COMPANY COM NEW
P
2019-01-11
2019-10-24
PACER TRENDPILOT US LARGE CAP ETF
P
2019-05-22
2019-11-26
SIERRA TACTICAL CORE INCOME FUND INS
P
2019-11-20
2020-04-23
BRIGHT HORIZONS
P
2018-10-23
2019-07-12
DFA INTERNATIONAL CORE
P
2019-06-11
2020-02-14
MARATHON PETROLEUM CORP
P
2019-09-27
2020-03-23
US TREASURY
P
2019-08-12
2020-02-06
THE CHARLES SCHWAB CORPORATION
P
2018-02-12
2019-10-11
RAYTHEON COMPANY COM NEW
P
2018-11-08
2019-08-19
RAYTHEON COMPANY COM NEW
P
2019-02-06
2019-10-24
SIERRA TACTICAL CORE INCOME FUND INS
P
2019-11-13
2020-01-03
SIERRA TACTICAL CORE INCOME FUND INS
P
2019-11-26
2020-04-23
BRIGHT HORIZONS
P
2018-10-23
2020-03-29
DFA US CORE EQUITY
P
2018-04-05
2020-03-27
MARKETAXESS HLDGS
P
2015-07-09
2019-06-10
US TREASURY
P
2019-01-17
2019-07-18
THE CHARLES SCHWAB CORPORATION
P
2018-02-12
2019-10-11
RAYTHEON COMPANY COM NEW
P
2018-09-18
2019-08-19
RAYTHEON COMPANY COM NEW
P
2019-08-01
2019-10-25
SIERRA TACTICAL CORE INCOME FUND INS
P
2019-11-13
2020-01-17
PARTY CITY HOLDCO INCORPORATED
P
2020-04-07
2020-05-04
BRIGHT HORIZONS
P
2019-06-10
2020-04-29
DFA US CORE EQUITY
P
2019-12-16
2020-03-27
MASTERCARD
P
2013-01-03
2019-06-10
UNITED HEALTH
P
2016-12-30
2019-06-10
KRAFT HEINZ COMPANY
P
2018-10-25
2019-11-13
RAYTHEON COMPANY COM NEW
P
2019-01-11
2019-08-19
ACTIVISION BLIZZARD INCORPORATED
P
2019-05-09
2019-10-29
AMAG PHARMACEUTICALS INCORPORATED
P
2019-11-25
2020-01-22
NOVO-NORDISK A S ADR
P
2019-07-30
2020-05-06
CALIFORNIA RESOURCES
P
2014-08-28
2019-06-10
DFA US CORE EQUITY
P
2017-06-15
2020-01-14
MASTERCARD
P
2013-01-03
2019-11-12
UNITED HEALTH
P
2016-12-30
2019-12-09
APPLE INCORPORATED
P
2014-02-07
2020-01-16
TESLA INCORPORATED
P
2019-07-22
2019-08-19
ACTIVISION BLIZZARD INCORPORATED
P
2019-01-28
2019-10-29
CEASERS ENTERTAINMENT CORPORATION
P
2019-06-06
2020-02-26
NOVO-NORDISK A S ADR
P
2019-07-30
2020-05-06
CHEVRON CORP
P
2016-07-21
2019-09-27
EGG RESOURCES INC
P
2016-11-07
2019-06-10
MICROSOFT CORP
P
2017-04-18
2019-06-10
VERIZON
P
2019-04-26
2019-12-09
ALPHABET INCORPORATED CAP STK CLASS
P
2013-10-09
2020-01-17
TURNING PT BRANDS INCORPORATED
P
2019-07-17
2019-08-19
BAIDU INCORPORATED SPON ADR REP A
P
2019-08-13
2019-10-29
SIERRA TACTICAL CORE INCOME FUND INS
P
2019-11-13
2020-03-31
NOVO-NORDISK A S ADR
P
2020-04-09
2020-05-07
CHEVRON CORP
P
2017-10-30
2019-09-27
EGG RESOURCES INC
P
2016-11-07
2019-09-27
NEXTERA ENERGY
P
2015-08-12
2019-06-10
HOME DEPOT INCORPORATED
P
2012-02-08
2020-01-17
BAOZUN INCORPORATED SPONSORED ADR
P
2019-04-18
2019-08-27
ACTIVISION BLIZZARD INCORPORATED
P
2019-05-09
2019-10-30
CARRIER GLOBAL CORPORATION
P
2019-10-24
2020-04-08
PACER TRENDPILOT US LARGE CAP ETF
P
2019-12-30
2020-05-27
CHEVRON CORP
P
2019-06-10
2019-09-27
EGG RESOURCES INC
P
2017-10-30
2019-09-27
NEXTERA ENERGY
P
2015-08-12
2019-11-12
PACER TRENDPILOT US LARGE CAP ETF
P
2019-05-22
2020-05-27
CVS HEALTH CORPORATION
P
2019-08-28
2019-10-10
NIO INCORPORATED SPON ADS
P
2019-07-12
2019-10-30
CARRIER GLOBAL CORPORATION
P
2019-10-24
2020-04-08
PACER TRENDPILOT US LARGE CAP ETF
P
2019-12-30
2020-05-28
CME GROUP INC
P
2015-01-23
2019-06-10
FACEBOOK
P
2013-09-05
2019-06-10
OLD DOMINION FREIGHT
P
2013-11-19
2019-06-10
PACER TRENDPILOT US LARGE CAP ETF
P
2019-05-22
2020-05-27
CALAMOS GROWTH & INCOME FUND CLASS I
P
2019-01-30
2019-10-11
PFIZER INCORPORATED
P
2018-11-26
2019-11-13
OTIS WORLDWIDE CORPORATION
P
2019-10-24
2020-04-08
APLPHABRT INC
P
2013-10-18
2019-06-10
CME GROUP INC
P
2015-08-27
2019-06-10
FACEBOOK
P
2013-09-05
2020-03-24
OLD DOMINION FREIGHT
P
2013-11-19
2020-04-08
JOHNSON & JOHNSON
P
2018-10-30
2019-07-26
CARILLON SCOT SMALL CAP FUND CLASS I
P
2019-06-05
2019-10-11
PFIZER INCORPORATED
P
2018-11-26
2019-11-13
OTIS WORLDWIDE CORPORATION
P
2019-10-24
2020-04-08
AMAZON
P
2015-10-01
2019-06-10
CME GROUP INC
P
2015-08-27
2020-03-23
HOME DEPOT
P
2013-03-27
2019-06-10
ROSS STORES INC
P
2015-01-23
2019-06-10
TURNING PT BRANDS INCORPORATED
P
2019-07-17
2019-07-26
THE CHARLES SCHWAB CORPORATION
P
2019-06-05
2019-10-11
PFIZER INCORPORATED
P
2019-01-23
2019-11-13
CARRIER GLOBAL CORPORATION
P
2020-03-10
2020-04-09
APPLE
P
2010-04-05
2019-06-10
CME GROUP INC
P
2016-09-14
2020-03-23
HONEY WELL INTL INC
P
2014-07-21
2019-06-10
PROLOGIES INC
P
2016-09-30
2019-06-10
RAYTHEON COMPANY COM NEW
P
2018-09-18
2019-07-30
THE CHARLES SCHWAB CORPORATION
P
2019-08-23
2019-10-15
PFIZER INCORPORATED
P
2019-09-03
2019-11-14
OTIS WORLDWIDE CORPORATION
P
2020-03-10
2020-04-09
APPLE
P
2015-08-27
2019-06-10
CROWN CASTLE INT'L
P
2016-06-27
2019-06-10
JOHNSON & JOHNSON
P
2016-07-06
2019-11-12
S&P GLOBAL INC
P
2016-09-22
2019-06-10
ALTRIA GROUP INCORPORATED
P
2018-11-29
2019-08-13
CARILLON SCOT SMALL CAP FUND CLASS I
P
2019-06-05
2019-10-16
ANHEUSER BUSCH INBEV SA/NV SPOSNORED
P
2019-01-11
2019-11-18
SIERRA TACTICAL CORE INCOME FUND INS
P
2019-11-13
2020-04-23
APPLE
P
2015-08-27
2020-03-24
DFA EMERGING MARKETS
P
2017-03-24
2020-03-27
LOCKHEED MARTIN CORP
P
2015-08-04
2019-06-10
S&P GLOBAL INC
P
2016-09-22
2019-11-12
PFIZER INCORPORATED
P
2018-11-26
2019-08-13
CARILLON SCOT SMALL CAP FUND CLASS I
P
2019-07-26
2019-10-16
JPMORGAN CHASE & COMPANY
P
2019-02-19
2019-11-18
SIERRA TACTICAL CORE INCOME FUND INS
P
2019-11-13
2020-04-23
BERKSHIRE HATHAWAY INC
P
2013-10-29
2019-06-10
DFA EMERGING MARKETS
P
2019-06-11
2020-03-27
MARATHON PETROLEUM CORP
P
2018-04-04
2020-01-31
S&P GLOBAL INC
P
2016-09-22
2019-05-21
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
21,959
24,081
-2,122
b
20,953
20,302
651
c
1,589
1,341
248
d
21,934
19,905
2,029
e
21,161
22,020
-859
31,147
32,401
-1,254
325,188
321,402
3,786
1,407
5,825
-4,418
36,902
32,523
4,379
43,974
50,980
-7,006
20,070
19,487
583
4,775
3,573
1,202
22,954
20,796
2,158
6,342
6,620
-278
8,107
5,953
2,154
41,282
39,347
1,935
3,071
11,135
-8,064
2,000,000
1,981,880
18,120
320
460
-140
273
282
-9
42,430
35,080
7,350
9,980
9,943
37
22,061
23,020
-959
18,624
20,107
-1,483
190,912
213,730
-22,818
6,103
1,797
4,306
2,000,000
1,976,040
23,960
37,115
50,980
-13,865
3,618
4,149
-531
92
80
12
29,980
29,648
332
4,898
4,517
381
6,095
6,861
-766
5,696
7,340
-1,644
8,518
1,649
6,869
11,413
7,361
4,052
8,309
14,189
-5,880
9,315
8,173
1,142
537
469
68
22,993
21,721
1,272
874
788
86
42
53
-11
24,648
20,305
4,343
7,472
1,392
6,080
3,354
1,920
1,434
70,868
16,768
54,100
18,874
21,495
-2,621
46,366
40,231
6,135
87,938
61,896
26,042
56,170
43,548
12,622
11,403
9,977
1,426
5,356
5,863
-507
12,104
5,964
6,140
4,150
3,824
326
29,472
8,498
20,974
20,979
28,753
-7,774
44,253
41,875
2,378
9,980
10,347
-367
4
3
1
15,604
14,956
648
7,806
9,772
-1,966
18,680
9,964
8,716
18,321
3,574
14,747
31,517
32,227
-710
14
12
2
72
122
-50
620
773
-153
5,402
5,520
-118
3,717
4,971
-1,254
2,687
1,300
1,387
485
535
-50
62,034
59,345
2,689
17,747
43,304
-25,557
6,422
11,907
-5,485
2,241
977
1,264
11,914
2,902
9,012
16,134
5,698
10,436
56,153
61,847
-5,694
105,836
97,027
8,809
1,349
1,491
-142
108
171
-63
40,174
16,004
24,170
6,723
3,084
3,639
6,156
1,664
4,492
62
16
46
11,338
12,155
-817
75,000
76,110
-1,110
35,217
41,542
-6,325
9,585
16,653
-7,068
43,017
15,625
27,392
8,958
5,980
2,978
15,405
5,407
9,998
18,946
9,090
9,856
11,402
14,377
-2,975
942
1,112
-170
7,291
8,419
-1,128
1
-1
18,505
3,258
15,247
840
646
194
7,579
4,097
3,482
11,278
7,758
3,520
56,772
63,276
-6,504
10
10
34
33
1
1
1
18,505
10,829
7,676
14,930
10,539
4,391
6,958
6,254
704
25,394
14,284
11,110
23,868
28,339
-4,471
25,581
25,690
-109
21,433
19,727
1,706
1,638
1,704
-66
6,044
2,820
3,224
63,417
81,654
-18,237
8,113
4,819
3,294
10,210
5,101
5,109
8,215
10,063
-1,848
83,400
89,000
-5,600
52,141
42,134
10,007
15,012
15,582
-570
19,721
11,122
8,599
10,453
13,884
-3,431
15,294
19,748
-4,454
4,954
2,042
2,912
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-)
or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
-2,122
b
651
c
248
d
2,029
e
-859
-1,254
3,786
-4,418
4,379
-7,006
583
1,202
2,158
-278
2,154
1,935
-8,064
18,120
-140
-9
7,350
37
-959
-1,483
-22,818
4,306
23,960
-13,865
-531
12
332
381
-766
-1,644
6,869
4,052
-5,880
1,142
68
1,272
86
-11
4,343
6,080
1,434
54,100
-2,621
6,135
26,042
12,622
1,426
-507
6,140
326
20,974
-7,774
2,378
-367
1
648
-1,966
8,716
14,747
-710
2
-50
-153
-118
-1,254
1,387
-50
2,689
-25,557
-5,485
1,264
9,012
10,436
-5,694
8,809
-142
-63
24,170
3,639
4,492
46
-817
-1,110
-6,325
-7,068
27,392
2,978
9,998
9,856
-2,975
-170
-1,128
-1
15,247
194
3,482
3,520
-6,504
1
7,676
4,391
704
11,110
-4,471
-109
1,706
-66
3,224
-18,237
3,294
5,109
-1,848
-5,600
10,007
-570
8,599
-3,431
-4,454
2,912
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
266,086
3
Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8
...................
3
34,841
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
Yes
No
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1
Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2018
137,676
9,796,068
0.014054
2017
1,138,455
10,173,950
0.111899
2016
206,973
10,320,389
0.020055
2015
227,244
10,186,004
0.022309
2014
1,190,777
10,827,201
0.109980
2
Total
of line 1, column (d)
.....................
2
0.278297
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years
......
3
0.055659
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
10,019,300
5
Multiply line 4 by line 3
......................
5
557,664
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
3,770
7
Add lines 5 and 6
........................
7
561,434
8
Enter qualifying distributions from Part XII, line 4
,.............
8
598,394
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Domestic foundations that meet the section 4940(e) requirements in Part V, check
1
3,770
here
and enter 1% of Part I, line 27b
...................
c
All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2
Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
2
3
Add lines 1 and 2
...........................
3
3,770
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
3,770
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
3,047
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
d
Backup withholding erroneously withheld
...........
6d
7
Total credits and payments. Add lines 6a through 6d
..............
7
3,047
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
723
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
Refunded
11
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition)
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
(2)
On foundation managers.
$
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.......
2
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments?
If "Yes," attach a conformed copy of the changes
....
3
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
........
4a
No
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
Yes
7
Did the foundation have at least $5,000 in assets at any time during the year?
If "Yes," complete Part II, col. (c),
and Part XV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
NY
,
DE
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G?
If "No," attach explanation
.
8b
Yes
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
If "Yes," complete Part XIV
.............................
9
No
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
...............................
10
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
5
Part VII-A
Statements Regarding Activities
(continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
N/A
14
The books are in care of
NATALIO FRIDMAN
Telephone no.
(212) 879-5878
Located at
993 PARK AVE APT 10-S
NEW YORK
NY
ZIP+4
10028
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1)
Engage in the sale or exchange, or leasing of property with a disqualified person?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
...............
Yes
No
(6)
Agree to pay money or property to a government official? (
Exception.
Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.)
.......
Yes
No
b
If any answer is "Yes" to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions
........
1b
Organizations relying on a current notice regarding disaster assistance check here
........
c
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2019?
.............
1c
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
20
,
20
,
20
b
Are there any years listed in 2a for which the foundation is
not
applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to
all
years listed, answer "No" and attach statement—see instructions.)
..............
2b
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
20
,
20
,
20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or
(3)
the lapse of the 10-, 15-, or 20-year first phase holding period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2019.)
..................
3b
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
6
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
b
If any answer is "Yes" to 5a(1)–(5), did
any
of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions
......
5b
Organizations relying on a current notice regarding disaster assistance check here
.........
c
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant?
..........
Yes
No
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.....................
Yes
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
....
6b
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
Yes
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.................
Yes
No
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1
List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a)
Name and address
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(If not paid, enter
-0-)
(d)
Contributions to employee benefit plans and deferred compensation
(e)
Expense account,
other allowances
NATALIO S FRIDMAN
PRES/TREAS
000.00
0
0
0
993 PARK AVENUE APT 10S
NEW YORK
,
NY
10028
ANNE H FRIDMAN
SECRETARY
000.00
0
0
0
993 PARK AVENUE APT 10S
NEW YORK
,
NY
10028
DAVID M FRIDMAN
DIRECTOR
000.00
0
0
0
993 PARK AVENUE APT 10S
NEW YORK
,
NY
10028
2
Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
NONE
Total
number of other employees paid over $50,000
...................
Form
990-PF
(2019)
Form 990-PF (2019)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
NONE
Total
number of others receiving over $50,000 for professional services
.............
Part IX-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
2
3
4
Part IX-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
N/A
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
Form
990-PF
(2019)
Form 990-PF (2019)
Page
8
Part X
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
7,881,082
b
Average of monthly cash balances
.......................
1b
2,290,796
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
10,171,878
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
2
Acquisition indebtedness applicable to line 1 assets
..................
2
3
Subtract line 2 from line 1d
.........................
3
10,171,878
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
152,578
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
10,019,300
6
Minimum investment return.
Enter 5% of line 5
..................
6
500,965
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
500,965
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
3,770
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
3,770
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
497,195
4
Recoveries of amounts treated as qualifying distributions
................
4
5
Add lines 3 and 4
............................
5
497,195
6
Deduction from distributable amount (see instructions)
.................
6
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
497,195
Part XII
Qualifying Distributions
(see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26
..........
1a
598,394
b
Program-related investments—total from Part IX-B
..................
1b
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
b
Cash distribution test (attach the required schedule)
.................
3b
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
598,394
5
Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
income. Enter 1% of Part I, line 27b. See instructions
.................
5
3,770
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
594,624
Note:
The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
497,195
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
b
Total for prior years:
20
,
20
,
20
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
b
From 2015
......
c
From 2016
......
d
From 2017
......
53,225
e
From 2018
......
f
Total
of lines 3a through e
........
53,225
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
598,394
a
Applied to 2018, but not more than line 2a
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
c
Treated as distributions out of corpus (Election
required—see instructions)
........
d
Applied to 2019 distributable amount
.....
497,195
e
Remaining amount distributed out of corpus
101,199
5
Excess distributions carryover applied to 2019.
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
154,424
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
e
Undistributed income for 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
0
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
154,424
10
Analysis of line 9:
a
Excess from 2015
....
b
Excess from 2016
....
c
Excess from 2017
....
53,225
d
Excess from 2018
....
e
Excess from 2019
....
101,199
Form
990-PF
(2019)
Form 990-PF (2019)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2019
(b)
2018
(c)
2017
(d)
2016
b
85% of line 2a
.........
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part X, line 6 for each year listed
...
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or email address of the person to whom applications should be addressed:
b
The form in which applications should be submitted and information and materials they should include:
c
Any submission deadlines:
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form
990-PF
(2019)
Form 990-PF (2019)
Page
11
Part XV
Supplementary Information
(continued)
3
Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
a
Paid during the year
ALAN T BROWN FOUNDATION
19 W 44TH ST STE 1519
NEW YORK
,
NY
10036
CHARITABLE
100
AMERICAN COMM FOR SHAARE ZEDEK
55 WEST 39TH ST
4TH FL
NEW YORK
,
NY
10018
CHARITABLE
1,000
AMERICAN SOCIETY FOR YAD VASHEM
500 FIFTH AVE
42FL
NEW YORK
,
NY
10110
CHARITABLE
3,600
AMIT CHILDREN INC
817 BROADWAY
NEW YORK
,
NY
10003
CHARITABLE
885
ARIEL AMERICAN FRIENDS OF MIDRASHA
275 MADISON AVE
SUITE 701
NEW YORK
,
NY
10016
CHARITABLE
100,000
BETH DIN OFTHE USA
305 7TH AVENUE
NEW YORK
,
NY
10001
CHARITABLE
500
CSTTJC
550 EMPIRE BLVD
BROOKLYN
,
NY
11225
CHARITABLE
125
CANCER CARE
275 SEVENTH AVE FL 22
NEW YORK
,
NY
10001
CHARITABLE
100
CHABAD LUBAVITCH MIDTOWN MANHATTAN
509 FIFTH AVE
NEW YORK
,
NY
10017
CHARITABLE
430
CHABAD LUBAVITCH OF UPPER EAST SIDE
419 E 77TH ST
NEW YORK
,
NY
10075
CHARITABLE
1,500
CHILDREN'S CANCER RESEARCH FD
7301 OHMS LANE
SUITE 355
MINNEAPOLIS
,
MN
55439
CHARITABLE
175
CONFERENCE OF PRESIDENTS OF JEWISH
633 THIRD AVE
NEW YORK
,
NY
10017
CHARITABLE
5,000
CONGREGATION KEHILATH JESHURUN
125 E 85TH ST
NEW YORK
,
NY
10028
CHARITABLE
12,220
CONGREGATION SHEARITH ISRAEL
2 WEST 70TH ST
NEW YORK
,
NY
10023
CHARITABLE
6,467
CSC REPERTORY LTD
136 E 13TH ST
NEW YORK
,
NY
10003
CHARITABLE
391
DANIELLA MOFFSON FOUNDATION INC
400 E 84TH ST
APT 23A
NEW YORK
,
NY
10028
CHARITABLE
526
ECHO INTL INST FOR HEALTH
295 W ROUTE 59
SPRING VALLEY
,
NY
10977
CHARITABLE
180
FIFTH AVENUE SYNAGOGUE
5 EAST 62ND ST
NEW YORK
,
NY
10065
CHARITABLE
2,000
HADASSAH FOUNDATION INC
40 WALL STREET
NEW YORK
,
NY
10005
CHARITABLE
250
JEWISH COMMUNAL FUND
575 MADISON AVE
SUITE 703
NEW YORK
,
NY
10022
CHARITABLE
400,000
JEWISH CTR OF ATLANTIC BEACH
100 NASSAU AVE
ATLANTIC BEACH
,
NY
11509
CHARITABLE
2,965
KEHILATH JESHURUN BENEV F
125 E 85TH ST
NEW YORK
,
NY
10028
CHARITABLE
9,610
KEREN OR INC
350 SEVENTH AVE
SUITE 701
NEW YORK
,
NY
10001
CHARITABLE
360
LIDO BEACH SYNAGOGUE
1 FAIRWAY ROAD
LIDO BEACH
,
NY
11561
CHARITABLE
700
MACULAR DEGENERATION FDN INC
PO BOX 531313
HENDERSON
,
NV
89053
CHARITABLE
250
MET NY COORDINATING COUNCIL
77 WATER ST
26TH FLOOR
NEW YORK
,
NY
10005
CHARITABLE
1,800
MISASKIM CORP
5805 16TH AVE
BROOKLYN
,
NY
11204
CHARITABLE
300
MOISE SAFRA COMMUNITY CENTER
555 MADISON AVE
NEW YORK
,
NY
10022
CHARITABLE
350
NATIONAL MULTIPLE SCLEROSIS SOCIETY
733 THIRD AVENUE
3RD FLOOR
NEW YORK
,
NY
10017
CHARITABLE
200
NJOP
989 SIXTH AVE
10 FL
NEW YORK
,
NY
10018
CHARITABLE
750
RAMAZ SCHOOL
125 E 85TH ST
NEW YORK
,
NY
10028
CHARITABLE
16,360
SINAI SPECIAL NEEDS INSTITUTE
240 FRISCH CT
STE 100
PARAMUS
,
NJ
07652
CHARITABLE
1,000
UJA FEDERATION OF NY
130 E 59TH ST
NEW YORK
,
NY
10022
CHARITABLE
5,000
UNION OF ORTHODOX JEWISH CONGREGATI
11 BROADWAY
NEW YORK
,
NY
10004
CHARITABLE
18,000
UPPER EAST SIDE HATZOLAH
125 E 85TH ST
NEW YORK
,
NY
10028
CHARITABLE
1,800
YESHIVA UNIVERSITY
500 WEST 185TH ST
NEW YORK
,
NY
10033
CHARITABLE
500
YESHIVA UNIV STRAUSS CTR FOR TORAH
2495 AMSTERDAM AVE
ROOM 501
NEW YORK
,
NY
10033
CHARITABLE
3,000
Total
.................................
3a
598,394
b
Approved for future payment
Total
.................................
3b
Form
990-PF
(2019)
Form 990-PF (2019)
Page
12
Part XVI-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
14
79,905
4
Dividends and interest from securities
....
14
99,552
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
8
Gain or (loss) from sales of assets other than
inventory
............
266,086
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
179,457
266,086
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
445,543
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form
990-PF
(2019)
Form 990-PF (2019)
Page
13
Part XVII
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1)
Cash
...................................
1a(1)
No
(2)
Other assets
.................................
1a(2)
No
b
Other transactions:
(1)
Sales of assets to a noncharitable exempt organization
....................
1b(1)
No
(2)
Purchases of assets from a noncharitable exempt organization
..................
1b(2)
No
(3)
Rental of facilities, equipment, or other assets
.......................
1b(3)
No
(4)
Reimbursement arrangements
...........................
1b(4)
No
(5)
Loans or loan guarantees
.............................
1b(5)
No
(6)
Performance of services or membership or fundraising solicitations
................
1b(6)
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees
..............
1c
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column
(b)
should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column
(d)
the value of the goods, other assets, or services received.
(a)
Line No.
(b)
Amount involved
(c)
Name of noncharitable exempt organization
(d)
Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527?
...........
Yes
No
b
If "Yes," complete the following schedule.
(a)
Name of organization
(b)
Type of organization
(c)
Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description