Civic Intelligence

The Robert & Marilyn Friedson Foundation

EIN 13-3801041 • 501(c)3 • New York, NY

Profile

Supports the mission of united jewish appeal-federation of jewish philanthropies of new york, inc., (uja-federation of new york).

Uja-fed Of NY 130 E 59th St 1059New York, NY 10022-1302

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

77th percentile

0.08x

Higher debt load relative to assets than 77% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

98th percentile

6.16x

Higher debt load relative to revenue than 98% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

4th percentile

-522%

Higher net margin than 4% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

64th percentile

6.5%

Faster asset growth than 64% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

9th percentile

-79%

Faster revenue growth than 9% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$218,163

Up $13,277 (+6.5%) from 2023

Liabilities

Flat

$18,000

Flat from 2023

Net Assets

Up

$200,163

Up $13,277 (+7.1%) from 2023

Revenue

Down

$2,921

Down $11,057 (-79%) from 2023

Expenses

Down

$18,160

Down $9,030 (-33%) from 2023

Net Income

Down

-$15,239

Down $2,027 (-15%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2011: $269,600Liabilities 2011: $02011Assets 2012: $260,378Liabilities 2012: $20,0002012Assets 2013: $271,776Liabilities 2013: $20,0002013Assets 2014: $290,785Liabilities 2014: $17,0002014Assets 2015: $256,061Liabilities 2015: $02015Assets 2016: $222,498Liabilities 2016: $02016Assets 2017: $250,938Liabilities 2017: $18,0002017Assets 2018: $242,855Liabilities 2018: $18,0002018Assets 2019: $233,717Liabilities 2019: $18,0002019Assets 2020: $225,038Liabilities 2020: $18,0002020Assets 2021: $274,071Liabilities 2021: $19,800Net Assets 2021: $254,2712021Assets 2022: $209,406Liabilities 2022: $19,800Net Assets 2022: $189,6062022Assets 2023: $204,886Liabilities 2023: $18,000Net Assets 2023: $186,8862023Assets 2024: $218,163Liabilities 2024: $18,000Net Assets 2024: $200,1632024

Highlighted filing

2024

Assets$218,163
Liabilities$18,000
Net Assets$200,163

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40K$20K$0-$20K-$40KRevenue 2011: $3,257Expenses 2011: $19,142Net Income 2011: -$15,8852011Revenue 2012: $5,731Expenses 2012: $20,193Net Income 2012: -$14,4622012Revenue 2013: $115Expenses 2013: $20,167Net Income 2013: -$20,0522013Revenue 2014: $18,505Expenses 2014: $17,194Net Income 2014: $1,3112014Revenue 2015: $31,337Expenses 2015: $27,224Net Income 2015: $4,1132015Revenue 2016: $18,486Expenses 2016: $23,736Net Income 2016: -$5,2502016Revenue 2017: $5,729Expenses 2017: $18,160Net Income 2017: -$12,4312017Revenue 2018: $16,751Expenses 2018: $28,210Net Income 2018: -$11,4592018Revenue 2019: $14,815Expenses 2019: $23,191Net Income 2019: -$8,3762019Revenue 2020: $15,794Expenses 2020: $24,949Net Income 2020: -$9,1552020Revenue 2021: $17,534Expenses 2021: $19,981Net Income 2021: -$2,4472021Revenue 2022: $30,255Expenses 2022: $25,024Net Income 2022: $5,2312022Revenue 2023: $13,978Expenses 2023: $27,190Net Income 2023: -$13,2122023Revenue 2024: $2,921Expenses 2024: $18,160Net Income 2024: -$15,2392024

Highlighted filing

2024

Revenue$2,921
Expenses$18,160
Net Income-$15,239

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.18$0.18$2.00$0.03$0.18$0.15
2023Detailed filing. Detailed filing data is available for this year.$2.05$0.18$1.87$0.14$0.27$0.13
2022Detailed filing. Detailed filing data is available for this year.$2.09$0.20$1.90$0.30$0.25$0.05
2021Detailed filing. Detailed filing data is available for this year.$2.74$0.20$2.54$0.18$0.20$0.02
2020Summary only. Only limited summary data is available for this year.$2.25$0.18$0.16$0.25$0.09
2019Summary only. Only limited summary data is available for this year.$2.34$0.18$0.15$0.23$0.08
2018Summary only. Only limited summary data is available for this year.$2.43$0.18$0.17$0.28$0.11
2017Summary only. Only limited summary data is available for this year.$2.51$0.18$0.06$0.18$0.12
2016Summary only. Only limited summary data is available for this year.$2.22$0.00$0.18$0.24$0.05
2015Summary only. Only limited summary data is available for this year.$2.56$0.00$0.31$0.27$0.04
2014Summary only. Only limited summary data is available for this year.$2.91$0.17$0.19$0.17$0.01
2013Summary only. Only limited summary data is available for this year.$2.72$0.20$0.00$0.20$0.20
2012Summary only. Only limited summary data is available for this year.$2.60$0.20$0.06$0.20$0.14
2011Summary only. Only limited summary data is available for this year.$2.70$0.00$0.03$0.19$0.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 12, 2025
Return Version
2023v6.0
Gross Receipts
$2,921
Mission and Program Overview

Mission

Supports the mission of united jewish appeal-federation of jewish philanthropies of new york, inc., (uja-federation of new york).

Program Services

DescriptionGrantsExpenses
GRANTS ARE MADE TO UJA-FEDERATION OF NEW YORK IN FURTHERANCE OF UJA-FEDERATION OF NEW YORK AND OTHER TAX EXEMPT ORGANIZATIONS CHARITABLE PURPOSES.$18,000$18,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARRY A FRIEDSONPresident/Trustee-$0--
STANLEY BAUMBLATTSecretary/Treasurer/Truste-$0--
PAUL SIEGELTrustee-$0--
DEBORAH E FIDERERTrustee-$0--
WILLIAM D SAMERSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Robert & Marilyn Friedson Foundation
EIN
13-3801041
Phone
2128361305
Address
UJA-FED OF NY 130 E 59TH ST 1059, NEW YORK, NY 10022-1302

Signing Officer

Name
Stanley Baumblatt
Title
Secretary/ Treasurer/trustee
Phone
2128361305
Signed
2025-05-12
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: income earned from investment. Amount: 1,842.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: for general charitable purposes. Grantee name: uja-federation of new york. Grantee address: 130 east 59th street new york, ny 10022. Grantee relationship: supported organization. Amount given: 18,000.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: bank fees. Amount: 30. Description: nys annual filing fee. Amount: 50. Total to form 990-ez, line 16: 80.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: unrealized gains from investments. Amount: 28,516.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: due to uja-federation. Beg. Of year amount: 18,000. End of year amount: 18,000.

Raw XML Appendix159 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum02128361305
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0130 EAST 59TH STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NEW YORK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0100221302
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0204886
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0218163
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IRS990EZ/DirectIndirectPltclExpendAmt00
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IRS990EZ/ExcessOrDeficitForYearAmt0-15239
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt080
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IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/GainOrLossFromSaleOfAssetsAmt01079
IRS990EZ/GrantsAndSimilarAmountsPaidAmt018000
IRS990EZ/GrossReceiptsAmt02921
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt01842
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0186886
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0200163
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0186886
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0200163
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BARRY A FRIEDSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STANLEY BAUMBLATT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PAUL SIEGEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DEBORAH E FIDERER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4WILLIAM D SAMERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT/TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY/TREASURER/TRUSTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt028516
IRS990EZ/OtherExpensesTotalAmt080
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORTS THE MISSION OF UNITED JEWISH APPEAL-FEDERATION OF JEWISH PHILANTHROPIES OF NEW YORK, INC., (UJA-FEDERATION OF NEW YORK).
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GRANTS ARE MADE TO UJA-FEDERATION OF NEW YORK IN FURTHERANCE OF UJA-FEDERATION OF NEW YORK AND OTHER TAX EXEMPT ORGANIZATIONS CHARITABLE PURPOSES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt018000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt018000
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SaleOfAssetsGrossAmt01079
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NY
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt018000
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt018000
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt018160
IRS990EZ/TotalProgramServiceExpensesAmt018000
IRS990EZ/TotalRevenueAmt02921
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0510172429
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt018000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0UJA-FEDERATION OF NEW YORK
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt018000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INCOME EARNED FROM INVESTMENT. AMOUNT: 1,842.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: FOR GENERAL CHARITABLE PURPOSES. GRANTEE NAME: UJA-FEDERATION OF NEW YORK. GRANTEE ADDRESS: 130 EAST 59TH STREET NEW YORK, NY 10022. GRANTEE RELATIONSHIP: SUPPORTED ORGANIZATION. AMOUNT GIVEN: 18,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: BANK FEES. AMOUNT: 30. DESCRIPTION: NYS ANNUAL FILING FEE. AMOUNT: 50. TOTAL TO FORM 990-EZ, LINE 16: 80.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: UNREALIZED GAINS FROM INVESTMENTS. AMOUNT: 28,516.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: DUE TO UJA-FEDERATION. BEG. OF YEAR AMOUNT: 18,000. END OF YEAR AMOUNT: 18,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0STANLEY BAUMBLATT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/ TREASURER/TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02128361305
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ROBERT & MARILYN FRIEDSON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0133801041
ReturnHeader/Filer/PhoneNum02128361305
ReturnHeader/Filer/USAddress/AddressLine1Txt0UJA-FED OF NY 130 E 59TH ST 1059
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0100221302
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02025-05-12T10:36:06-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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