Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
CAROLYN AND PETER FRIEDMAN FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)76 MAIN STREET STE A
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
TIBURON, CA94920
A Employer identification number

83-2838067
B Telephone number (see instructions)

(415) 435-5966
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$4,339,413J Accounting method:
 
(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)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 88 88 88
4 Dividends and interest from securities... 92,130 92,130 92,130
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 277,801
b Gross sales price for all assets on line 6a 963,345
7 Capital gain net income (from Part IV, line 2)... 277,801
8 Net short-term capital gain.........  
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........ 370,019 370,019 92,218
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 36,791     36,791
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
4,017     4,017
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments
List of Attached Documents:
// Content
2,744     2,744
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 43,552 0   43,552
25 Contributions, gifts, grants paid....... 400,524 400,524
26 Total expenses and disbursements. Add lines 24 and 25 444,076 0   444,076
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -74,057
b Net investment income (if negative, enter -0-) 370,019
c Adjusted net income (if negative, enter -0-)... 92,218
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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
Assets 1 Cash—non-interest-bearing............. 25,385 14,388  
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 397,336 Click to see attachment
List of Attached Documents:
// Content
460,313 		460,313
b Investments—corporate stock (attach schedule)....... 2,696,059 Click to see attachment
List of Attached Documents:
// Content
2,524,837 		3,526,474
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 462,539 Click to see attachment
List of Attached Documents:
// Content
308,624 		352,626
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,581,319 3,308,162 4,339,413
Liabilities 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 right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 3,581,319 3,308,162
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 3,581,319 3,308,162
30 Total liabilities and net assets/fund balances (see instructions). 3,581,319 3,308,162
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
3,581,319
2
Enter amount from Part I, line 27a .....................
2
-74,057
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
900
4
Add lines 1, 2, and 3 ..........................
4
3,508,162
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
200,000
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,308,162
Form 990-PF (2024)
Form 990-PF (2024)
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 1000 AEHR TEST SYSTEMS P 2023-10-06 2024-01-09
b 500 APTIV PLC P 2024-01-12 2024-11-20
c 1000 AEHR TEST SYSTEMS P 2023-03-14 2024-01-09
d 300 TARGET P 2023-05-22 2024-11-20
e 300 TARGET P 2024-02-26 2024-11-20
1000 AEHR TEST SYSTEMS P 2023-10-30 2024-01-09
300 NORWEGIAN CRUISE LINE P 2021-03-05 2024-11-20
100 NORWEGIAN CRUISE LINE P 2021-03-05 2024-11-20
100 NORWEGIAN CRUISE LINE P 2021-03-05 2024-11-20
.58 FIRST TRUST MLP AND ENERGY P 2021-03-02 2024-05-07
500 GENERAL MOTORS CO. P 2022-01-25 2024-11-26
5000 ARC DOCUMENT SOLUTIONS P 2024-08-26 2024-11-25
1000 AEHR TEST SYSTEMS P 2024-06-07 2024-07-10
2000 ROCHE HOLDING AG P 2019-01-14 2024-11-20
1000 NORWEGIAN CRUISE LINE P 2023-06-28 2024-12-23
1000 AEHR TEST SYSTEMS P 2024-06-07 2024-07-17
1000 NORWEGIAN CRUISE LINE P 2024-07-02 2024-12-23
100 ALPHABET INC CLASS C P 2018-12-26 2024-02-15
500 GENERAL MOTORS CO. P 2023-12-26 2024-11-26
1000 NORWEGIAN CRUISE LINE P 2023-01-18 2024-11-20
100 WASTE MANAGEMENT, INC. P 2018-12-26 2024-02-15
29 COSTCO WHOLESALE CO P 2019-08-23 2024-02-15
1000 YUM CHINA HOLDINGS INC P 2019-01-14 2024-11-26
100 ALPHABET INC CLASS C P 2018-12-26 2024-10-28
100 WASTE MANAGEMENT, INC. P 2018-12-26 2024-10-28
100 APPLE INC. (Separate for sales) P 2018-12-26 2024-02-15
100 ALPHABET INC CLASS C P 2018-12-26 2024-12-16
50 MICROSOFT P 2018-12-26 2024-02-15
50 UNITED HEALTH GROUP, INC. P 2018-12-26 2024-10-28
1000 GENERAL MOTORS CO. P 2019-02-08 2024-11-26
50 MICROSOFT P 2018-12-26 2024-10-28
50 ADOBE, INC P 2018-12-26 2024-02-15
100 APPLE INC. (Separate for sales) P 2018-12-26 2024-10-28
500 ONEOK INC (Merger from Magellan 1,000 shares 02/25/21) P 2023-09-26 2024-11-20
100 NETFLIX P 2021-06-11 2024-10-23
50 COSTCO WHOLESALE CO P 2019-08-23 2024-10-28
Capital Gain Dividends      
(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 18,000   37,486 -19,486
b 26,172   40,715 -14,543
c 18,000   29,250 -11,250
d 36,584   46,223 -9,639
e 36,584   44,933 -8,349
18,000   22,200 -4,200
7,924   8,189 -265
2,641   2,730 -89
2,641   2,730 -89
11   7 4
27,550   26,065 1,485
17,000   14,825 2,175
15,680   13,273 2,407
70,257   64,620 5,637
25,959   18,525 7,434
20,774   13,273 7,501
25,959   17,605 8,354
14,351   5,102 9,249
27,550   17,985 9,565
26,413   15,480 10,933
19,852   8,672 11,180
18,125   6,868 11,257
45,955   34,230 11,725
17,050   5,102 11,948
20,827   8,672 12,155
18,235   3,836 14,399
20,032   5,102 14,930
20,301   4,940 15,361
28,377   12,365 16,012
55,100   38,559 16,541
21,581   4,940 16,641
29,540   11,225 18,315
23,335   3,836 19,499
56,480   33,270 23,210
75,307   48,976 26,331
44,798   13,735 31,063
      10,400
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       -19,486
b       -14,543
c       -11,250
d       -9,639
e       -8,349
      -4,200
      -265
      -89
      -89
      4
      1,485
      2,175
      2,407
      5,637
      7,434
      7,501
      8,354
      9,249
      9,565
      10,933
      11,180
      11,257
      11,725
      11,948
      12,155
      14,399
      14,930
      15,361
      16,012
      16,541
      16,641
      18,315
      19,499
      23,210
      26,331
      31,063
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 277,801
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 ................... 		Bracket 3 -27,826
Part V
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 right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 5,143
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 5,143
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 5,143
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 3,917
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 3,000
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,917
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 99
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 1,675
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow1,675 Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-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 the instructions
for the 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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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:
round bullet By language in the governing instrument, or
round bullet 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
 
No
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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowCA
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 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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
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 addressright arrowN/A
14
The books are in care ofright arrowDAVID B BENNETTCPA Telephone no.right arrow (415) 435-5966

Located atright arrow76 MAIN STREET SUITE ATIBURONCA ZIP+4right arrow94920
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
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 right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
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)? ......................
1a(5)
 
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.) ...............
1a(6)
 
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
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2024? .............
1d
 
No
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
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? .............
5a(5)
 
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
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?
7a
 
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? .........................
8
 
No
Part VII
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
BRIAN SWIFT President & CEO
8.00 		24,791    
69 BEACH RD
BELVEDERE,CA94920
EINAR L ASBO Secretary
2.00 		800    
100 THORNDALE DRIVE 271
SAN RAFAEL,CA94903
DAVID B BENNETT Treasurer
4.00 		8,800    
76 MAIN ST A
TIBURON,CA94920
JOSHUA A THOMASSON Director
2.00 		800    
1940 PARK NEWPORT
NEWPORT BEACH,CA92660
PETER G THOMASSON Director
2.00 		800    
1409 SUPERIOR AVE 1
NEWPORT BEACH,CA92663
DOUG STYLES Director
2.00 		800    
312 ORTEGA ST
SAN FRANCISCO,CA94122
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...................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
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.............right arrow  
Part VIII-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 VIII-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  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
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
0
b
Average of monthly cash balances.......................
1b
0
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
0
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
0
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
0
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
0
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
0
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
 
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
5,143
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
5,143
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
5,143
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
5,143
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
0
Part XI
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
444,076
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
444,076
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 0
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 138,732
b From 2020...... 254,259
c From 2021...... 291,071
d From 2022...... 343,404
e From 2023...... 387,360
f Total of lines 3a through e ........ 1,414,826
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 444,076
a Applied to 2023, 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)........ 		0
d Applied to 2024 distributable amount.....  
e Remaining amount distributed out of corpus 444,076
5 Excess distributions carryover applied to 2024.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,858,902
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		138,732
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		1,720,170
10 Analysis of line 9:
a Excess from 2020.... 254,259
b Excess from 2021.... 291,071
c Excess from 2022.... 343,404
d Excess from 2023.... 387,360
e Excess from 2024.... 444,076
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList 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).)
bList 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.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow 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
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
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)
aPaid during the year

HUCKLEBERRY YOUTH PROGRAM

3450 GEARY BLVD
SAN FRANCISCO,CA94118 		NONE   SUPPORT PROGRAMS 100,000

ADOPT A FAMILY

35 MITCHELL BLVD SUITE 16
SAN RAFAEL,CA94903 		NONE   SUPPORT PROGRAMS 15,000

TIBURON SUNSET ROTARY CLUB FOUNDATION

PO BOX 236
TIBURON,CA94920 		NONE   SUPPORT PROGRAMS 25,000

GLOBAL BOOK EXCHANGE

852 DEL GANADO RD
SAN RAFAEL,CA94903 		NONE   SUPPORT PROGRAMS 15,000

MARIN FOOD BANK

900 PENNSYLVANIA AVE
SAN FRANCISCO,CA94107 		NONE   SUPPORT PROGRAMS 50,000

WARM WISHES

5800 NORTHGATE DR
SAN RAFAEL,CA94903 		NONE   SUPPORT PROGRAMS 25,000
BEL-TIB LIBRARY FOUNDATION


1501 TIBURON BLVD
TIBURON,CA94920 		NONE   SUPPORT PROGRAMS 50,000
BOOTS TO BOOKS


1700 VAN NESS AVE 1363
SAN FRANCISCO,CA94109 		NONE   SUPPORT PROGRAMS 25,000
MARIN HOUSING FOR ALL


4020 CIVIC CENTER DRIVE
SAN RAFAEL,CA94903 		NONE   SUPPORT PROGRAMS 15,000
WISDOM INTERNATIONAL


PO BOX 854
SAUSALITO,CA94966 		NONE   SUPPORT PROGRAMS 10,000
THE WAY TO MY HEART


29 UNIONSTONE DRIVE
SAN RAFAEL,CA94903 		    SUPPORT PROGRAMS 5,000
MARIN COMMUNITY FOUNDATION


5 HAMILTON LANDING 200
NOVATO,CA94949 		NONE   SUPPORT PROGRAMS 40,524
MARIN COMMUNITY CLINCS


PO BOX 5008
NOVATO,CA94948 		NONE   SUPPORT PROGRAMS 25,000
Total .................................right arrow 3a 400,524
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-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.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		        88
4 Dividends and interest from securities ....         92,130
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot 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 ............ 		        277,801
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) ..     370,019
13Total. Add line 12, columns (b), (d), and (e)..................
13
370,019
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-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 (2024)
Form 990-PF (2024)
Page 13
Part XVI
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? ...........
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.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID: 24020490
Software Version: 2024v5.2


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 InvestmentsCorpStockSchedule
Name:
CAROLYN AND PETER FRIEDMAN FOUNDATION
EIN:
83-2838067
Software ID:
24020490
Software Version:
2024v5.2
Name of Stock End of Year Book Value End of Year Fair Market Value
51 SHS JP MORGAN CHASE & CO 4,863 12,225
853 SHS MERCK & CO, INC 60,168 84,856
100 SHS MICROSOFT 9,879 42,150
200 SHS PROCTOR & GAMBLE 18,025 33,530
50 SHS WALT DISNEY CO 5,234 5,568
100 SHS WASTE MANAGEMENT INC 8,672 20,179
150 SHS WELLS FARGO BANK 6,704 10,536
200 SHS ADOBE INC. 44,898 88,936
700 SHS JOHNSON & JOHNSON 89,425 101,234
250 SHS UNITED HEALTH GRP INC 61,825 126,465
700 SHS ALPHABET INC CLASS C 35,716 133,308
300 SHS APPLE INC 11,506 75,126
300 SHS APPLE INC 11,753 75,126
100 SHS BOEING CO 35,548 17,700
100 SHS BOEING CO 34,649 17,700
50 SHS CHEVRON 5,463 7,242
100 SHS CHEVRON 11,171 14,484
150 SHS CHEVRON 16,757 21,726
250 SHS COSTCO 6,868 22,907
149 SHS JP MORGAN CHASE AND CO 14,547 35,717
100 SHS JP MORGAN CHASE AND CO 9,968 23,971
100 SHS JP MORGAN CHASE AND CO 10,349 23,971
100 SHS MICROSOFT 10,245 42,150
500 SHS NXP SEMICONDUCTORS 39,305 103,925
500 SHS PFIZER INC 16,414 13,265
500 SHS POST HOLDINGS INC 36,268 57,230
100 SHS PROCTOR AND GAMBLE 9,120 16,765
200 SHS PROCTOR AND GAMBLE 18,896 33,530
250 SHS PROCTOR AND GAMBLE 25,719 41,913
200 SHS WALT DISNEY CO 22,074 22,270
100 SHS WALT DISNEY CO 11,206 11,135
150 SHS WALT DISNEY CO 16,809 16,703
100 SHS WASTE MANAGEMENT INC 9,133 20,179
150 SHS WELLS FARGO AND CO 7,026 10,536
200 SHS WELLS FARGO AND CO 9,548 14,048
500 SHS WELLS FARGO AND CO 25,099 35,120
1000 ARCHER-DANIELS MIDLAND 43,825 50,520
100 SHS BOEING CO 33,170 17,700
100 SHS BOEING CO 31,563 17,700
100 SHS COSTCO WHOLESALE CO 31,741 91,627
500 SHS EMERSON ELECTRIC CO 37,180 61,965
500 SHS EMERSON ELECTRIC CO 34,908 61,965
1000 SHS EXXON MOBIL 44,137 107,570
1000 SHS PFIZER INC 35,221 26,530
300 SHS POST HOLDINGS INC 20,970 34,338
100 SHS POST HOLDINGS INC. 6,191 11,446
100 SHS POST HOLDINGS INC. 6,191 11,446
1000 SHS THE COCA-COLA CO 53,000 62,260
300 SHS WELLS FARGO & CO 13,969 21,072
700 SHS WELLS FARGO & CO 16,747 49,168
500 SHS PFIZER INC 17,255 13,265
1000 SHS BANK OF AMERICA 34,472 43,950
1 SHS CLEARBRIDGE ENERGY MIDSTREAM 18 47
100 SHS CLEARBRIDGE ENERGY MIDSTREAM 1,800 4,654
100 SHS CLEARBRIDGE ENERGY MIDSTREAM 1,800 4,654
100 SHS CLEARBRIDGE ENERGY MIDSTREAM 1,800 4,654
169 SHS CLEARBRIDGE ENERGY MIDSTREAM 3,042 7,865
200 SHS CLEARBRIDGE ENERGY MIDSTREAM 3,600 9,308
443 SHS CLEARBRIDGE ENERGY MIDSTREAM 7,974 20,617
887 SHS CLEARBRIDGE ENERGY MIDSTREAM 15,966 41,281
100 SHS ENTERPRISE PRODS PART LP 2,237 3,136
1000 NEWTEK BUSINESS SVCS 26,940 12,770
1 SHS YUM BRANDS INC. 105 134
23 SHS YUM BRANDS INC. 2,423 3,086
30 SHS YUM BRANDS INC. 3,161 4,025
30 SHS YUM BRANDS INC. 3,161 4,025
100 SHS YUM BRANDS INC. 10,537 13,416
100 SHS YUM BRANDS INC. 10,537 13,416
216 SHS YUM BRANDS INC. 22,758 28,979
119 SHS BOEING CO 22,153 21,063
81 SHS BOEING CO 15,079 14,337
500 SHS INTEL 24,083 10,025
500 SHS INTEL 24,187 10,025
100 SHS INTEL 3,577 2,005
100 SHS INTEL 3,577 2,005
100 SHS INTEL 3,577 2,005
100 SHS INTEL 3,577 2,005
100 SHS INTEL 3,577 2,005
100 SHS INTEL 3,577 2,005
83 SHS INTEL 2,969 1,664
21 SHS INTEL 751 421
296 SHS INTEL 10,588 5,935
1000 SHS INTEL 25,980 20,050
100 SHS MICROSOFT 29,389 42,150
100 SHS NETFLIX 21,820 89,132
1000 SHS NEWTEK BUSINESS SVCS 16,292 12,770
250 SHS WALT DISNEY CO 34,169 27,838
500 SHS WASTE MANAGEMENT INC 73,776 100,895
500 SHS YUM BRANDS INC 61,414 67,080
100 SHS ALPHABET INC CL C 9,447 19,044
1000 SHS BANK OF AMERICA 33,105 43,950
100 SHS BOEING CO 21,310 17,700
100 SHS CHEVRON 14,934 14,484
25000 SHS KNOW LABS INC 6,738 4,303
25000 SHS KNOW LABS INC 6,742 4,303
2000 SHS MOBIVITY HLDGS CORP 2,407 823
500 SHS MOBIVITY HLDGS CORP 592 206
100 SHS MOBIVITY HLDGS CORP 129 41
100 SHS MOBIVITY HLDGS CORP 139 41
100 SHS MOBIVITY HLDGS CORP 139 41
100 SHS MOBIVITY HLDGS CORP 139 41
100 SHS MOBIVITY HLDGS CORP 139 41
100 SHS MOBIVITY HLDGS CORP 126 41
900 SHS MOBIVITY HLDGS CORP 1,131 371
100 SHS MOBIVITY HLDGS CORP 126 41
900 SHS MOBIVITY HLDGS CORP 1,086 371
100 SHS MOBIVITY HLDGS CORP 126 41
900 SHS MOBIVITY HLDGS CORP 1,131 371
3900 SHS MOBIVITY HLDGS CORP 4,882 1,606
1100 SHS MOBIVITY HLDGS CORP 1,437 453
11500 SHS MOBIVITY HLDGS CORP 14,267 4,735
500 SHS MOBIVITY HLDGS CORP 620 206
2000 SHS MOBIVITY HLDGS CORP 2,607 823
100 SHS MOBIVITY HLDGS CORP 100 41
7500 SHS MOBIVITY HLDGS CORP 7,507 3,088
100 SHS MOBIVITY HLDGS CORP 114 41
2300 SHS MOBIVITY HLDGS CORP 2,629 947
4200 SHS MOBIVITY HLDGS CORP 4,711 1,729
10800 SHS MOBIVITY HLDGS CORP 12,096 4,446
2500 SHS MOBIVITY HLDGS CORP 2,552 1,029
2500 SHS MOBIVITY HLDGS CORP 2,552 1,029
5000 SHS MOBIVITY HLDGS CORP 5,003 2,059
100 SHS MOBIVITY HLDGS CORP 105 41
4700 SHS MOBIVITY HLDGS CORP 4,941 1,935
200 SHS MOBIVITY HLDGS CORP 210 82
3300 SHS MOBIVITY HLDGS CORP 3,470 1,359
1000 SHS MOBIVITY HLDGS CORP 1,051 412
300 SHS MOBIVITY HLDGS CORP 315 124
400 SHS MOBIVITY HLDGS CORP 443 165
10000 SHS MOBIVITY HLDGS CORP 9,707 4,117
8796 SHS MOBIVITY HLDGS CORP 4,933 3,621
132 SHS MOBIVITY HLDGS CORP 86 54
1072 SHS MOBIVITY HLDGS CORP 650 441
5000 SHS MOBIVITY HLDGS CORP 3,007 2,059
2500 SHS MOBIVITY HLDGS CORP 1,257 1,029
2500 SHS MOBIVITY HLDGS CORP 1,257 1,029
1000 SHS NEWTEK BUSINESS SVCS 16,500 12,770
800 SHS NEWTEK BUSINESS SVCS 14,680 10,216
200 SHS NEWTEK BUSINESS SVCS 3,664 2,554
800 SHS NEWTEK BUSINESS SVCS 12,904 10,216
100 SHS NEWTEK BUSINESS SVCS 1,613 1,277
100 SHS NEWTEK BUSINESS SVCS 1,616 1,277
167 SHS ONEOK INC. 11,112 16,767
333 SHS ONEOK INC. 22,967 33,433
50 SHS PEPSICO INC 8,666 7,603
150 SHS PEPSICO INC 25,998 22,809
100 SHS PEPSICO INC 16,559 15,206
250 SHS WALT DISNEY CO 22,359 27,838
100 SHS ADOBE 47,539 44,468
500 SHS AEHR TEST SYSTEMS 6,637 8,315
1000 SHS AEHR TEST SYSTEMS 9,881 16,630
1000 SHS AEHR TEST SYSTEMS 13,517 16,630
500 SHS AEHR TEST SYSTEMS 6,026 8,315
1000 SHS AEHR TEST SYSTEMS 14,800 16,630
30.8745 SHS FT ENERGY INCM PARTNR 376 602
53.5858 SHS FT ENERGY INCM PARTNR 652 1,044
54.1658 SHS FT ENERGY INCM PARTNR 659 1,056
54.1658 SHS FT ENERGY INCM PARTNR 659 1,056
54.1658 SHS FT ENERGY INCM PARTNR 659 1,056
54.1658 SHS FT ENERGY INCM PARTNR 659 1,056
54.1658 SHS FT ENERGY INCM PARTNR 660 1,056
54.1658 SHS FT ENERGY INCM PARTNR 660 1,056
131.6228 SHS FT ENERGY INCM PARTNR 1,605 2,565
162.4974 SHS FT ENERGY INCM PARTNR 1,981 3,167
216.6632 SHS FT ENERGY INCM PARTNR 2,637 4,223
216.6632 SHS FT ENERGY INCM PARTNR 2,643 4,223
1570.8082 SHS FT ENERGY INCM PARTNR 19,149 30,615
2708.29 SHS FT ENERGY INCM PARTNR 37,948 52,785
1000 SHS GENERAL MOTORS CO 52,039 53,270
1000 SHS NEWTEK ONE INC 11,130 12,770
1000 SHS NEWTEK ONE INC 13,275 12,770
1000 SHS NEWTEK ONE INC 14,570 12,770
1000 SHS NOVO-NORDISK 85,499 86,020
1000 SHS OOMA INC 10,585 14,060
1000 SHS OOMA INC 14,455 14,060
2000 SHS OOMA INC 28,581 28,120
100 SHS PEPSICO 16,207 15,206
1000 SHS PFIZER 24,955 26,530

TY 2024 InvestmentsGovtObligationsSch
Name:
CAROLYN AND PETER FRIEDMAN FOUNDATION
EIN:
83-2838067
Software ID:
24020490
Software Version:
2024v5.2
US Government Securities - End of Year Book Value:

460,313
US Government Securities - End of Year Fair Market Value:

460,313
State & Local Government Securities - End of Year Book Value:


 
State & Local Government Securities - End of Year Fair Market Value:


 


TY 2024 InvestmentsOtherSchedule2
Name:
CAROLYN AND PETER FRIEDMAN FOUNDATION
EIN:
83-2838067
Software ID:
24020490
Software Version:
2024v5.2
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
CHARLES SCHWAB BANK ACCOUNT AT COST 23,962 23,962
INVESTMENT IN AMBULANT AT COST 100,000 100,000
INVESTMENT IN MERIDIO AT COST 75,000 75,000
4900 SHS ENTERPRISE PRODS PART LP AT COST 109,662 153,664

TY 2024 OtherDecreasesSchedule
Name:
CAROLYN AND PETER FRIEDMAN FOUNDATION
EIN:
83-2838067
Software ID:
24020490
Software Version:
2024v5.2
Description Amount
WRITE-DOWN OF SECURITY 200,000


TY 2024 OtherExpensesSchedule
Name:
CAROLYN AND PETER FRIEDMAN FOUNDATION
EIN:
83-2838067
Software ID:
24020490
Software Version:
2024v5.2
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INSURANCE 1,881     1,881
INVESTMENT EXPENSE 80     80
MEALS 632     632
MISCELLANEOUS 151     151


TY 2024 OtherIncreasesSchedule
Name:
CAROLYN AND PETER FRIEDMAN FOUNDATION
EIN:
83-2838067
Software ID:
24020490
Software Version:
2024v5.2
Description Amount
PRE-RECORDED DIVIDEND PAYMENT 900


TY 2024 TaxesSchedule
Name:
CAROLYN AND PETER FRIEDMAN FOUNDATION
EIN:
83-2838067
Software ID:
24020490
Software Version:
2024v5.2
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAXES-FEDERAL EXCISE 3,917     3,917
TAXES-STATE ATTORNEY GENERAL 100     100