Civic Intelligence

The Fridolin Charitable Trust

990T • Fiscal year 2021 • EIN 54-6717390

Jan 01, 2021 to Dec 31, 2021 • Filed on May 15, 2022

Organization Profile
Reed Smith 599 Lexington Ave 26flNew York, NY 10022

(212) 549-0241

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80M$60M$40M$20M$0Assets 2011: $42,833,105Liabilities 2011: $02011Assets 2012: $45,687,119Liabilities 2012: $02012Assets 2013: $47,235,880Liabilities 2013: $02013Assets 2014: $46,891,573Liabilities 2014: $02014Assets 2015: $43,583,363Liabilities 2015: $02015Assets 2018: $43,355,408Liabilities 2018: $0Net Assets 2018: $43,355,4082018Assets 2019: $49,481,493Liabilities 2019: $0Net Assets 2019: $49,481,4932019Assets 2020: $58,109,282Liabilities 2020: $0Net Assets 2020: $58,109,2822020Assets 2021: $62,870,783Liabilities 2021: $0Net Assets 2021: $62,870,7832021Assets 2022: $54,364,179Liabilities 2022: $0Net Assets 2022: $54,364,1792022Assets 2023: $58,373,940Liabilities 2023: $0Net Assets 2023: $58,373,9402023Assets 2024: $60,784,842Liabilities 2024: $0Net Assets 2024: $60,784,8422024

Latest loaded filing

2024

Assets$60,784,842
Liabilities$0
Net Assets$60,784,842
Open 2024 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60M$40M$20M$0-$20MRevenue 2011: $46,767,984Expenses 2011: $1,726,376Net Income 2011: $45,041,6082011Revenue 2012: $3,266,706Expenses 2012: $2,732,563Net Income 2012: $534,1432012Revenue 2013: $3,268,250Expenses 2013: $2,707,357Net Income 2013: $560,8932013Revenue 2014: $2,847,713Expenses 2014: $2,708,774Net Income 2014: $138,9392014Revenue 2015: $2,372,754Expenses 2015: $2,457,599Net Income 2015: -$84,8452015Revenue 2018: $2,250,803Expenses 2018: $2,962,802Net Income 2018: -$711,9992018Revenue 2019: $1,748,755Expenses 2019: $2,074,997Net Income 2019: -$326,2422019Revenue 2020: $8,172,848Expenses 2020: $2,871,497Net Income 2020: $5,301,3512020Revenue 2021: $2,574,939Expenses 2021: $2,908,243Net Income 2021: -$333,3042021Revenue 2022: $2,595,572Expenses 2022: $2,989,084Net Income 2022: -$393,5122022Revenue 2023: $2,450,657Expenses 2023: $3,504,594Net Income 2023: -$1,053,9372023Revenue 2024: $4,521,143Expenses 2024: $3,675,064Net Income 2024: $846,0792024

Latest loaded filing

2024

Revenue$4,521,143
Expenses$3,675,064
Net Income$846,079
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 15, 2022
Return Version
2021v4.2
Filing and Contact Details

Filer

Filer Name
The Fridolin Charitable Trust
EIN
54-6717390
Phone
2125490241
Address
REED SMITH 599 LEXINGTON AVE 26FL, NEW YORK, NY 10022

Signing Officer

Name
Herbert Kozlov
Title
Trustee
Phone
2125215400
Signed
2022-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Friedman Llp
Address
ONE LIBERTY PLAZA 165 BROADWAY 21ST, FL, NEW YORK, NY 10006
Preparer
Sarah Avery
Phone
2128427000
Raw XML Appendix124 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
IRS8801/AMTCarryforwardPlusNegativeAmt0889
IRS8801/AMTCrCarryforwardToNextYearAmt0889
IRS8801/AMTPriorYearCarryforwardAmt0889
IRS8801/MinTaxCreditExemptionAmt025400
IRS8801/MinTaxCreditPhaseOutAmt084800
IRS8801/NetMinTaxCrMinusPhaseOutAmt00
IRS8801/NetMinTaxLessLossAndDedAmt00
IRS8801/NetMinTaxMinusExemptionAmt025400
IRS8801/NetMinTaxOnExclusionItemsAmt00
IRS8801/SumMinTaxCreditLossAndDedAmt00
IRS8801/TentMinTaxMinusRegTaxLiabAmt00
IRS990T/AvlblPre2018NOLCarryoverAmt0195941
IRS990T/BooksInCareOfDetail/PersonNm0REED SMITH
IRS990T/BooksInCareOfDetail/PhoneNum02125215400
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0599 LEXINGTON AVENUE 26TH FLOOR
IRS990T/BooksInCareOfDetail/USAddress/CityNm0NEW YORK
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd010022
IRS990T/BookValueAssetsEOYAmt062870783
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt02
IRS990T/NetOperatingLossDeductionAmt08424
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/PaidTaxLiabilityAmt00
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/NetOperatingLossDeductionAmt10
IRS990TScheduleA/PrincipalBusinessActivityCd0901101
IRS990TScheduleA/PrincipalBusinessActivityCd1901101
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceReferenceNum12
IRS990TScheduleA/SequenceTotalNum02
IRS990TScheduleA/SequenceTotalNum12
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalAllocableDeductionsAmt10
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt10
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt10
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalDeductionsAmt10
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt10
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt10
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt10
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt10
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt10
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt10
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt03513
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt14911
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentDeductionsAmt10
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalRentIncomeAmt10
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt10
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt10
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt03513
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt14911
IRS990TScheduleA/TotUnrltTrdBusIncmAmt03513
IRS990TScheduleA/TotUnrltTrdBusIncmAmt14911
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt10
IRS990TScheduleA/TradeOrBusinessDesc0MERIT ALBUQUERQUE LIMITED PARTNERSHIP
IRS990TScheduleA/TradeOrBusinessDesc1MERIT NEWPORT 15 LIMITED PARTNERSHIP
IRS990TScheduleA/UBIBeforeNOLDedAmt03513
IRS990TScheduleA/UBIBeforeNOLDedAmt14911
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt03513
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt14911
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableTrustAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TaxRateScheduleInd0X
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIBeforeNOLSpecificAmt08424
IRS990T/TotalUBTIComputedAmt08424
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0HERBERT KOZLOV
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02125215400
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE FRIDOLIN CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0FRID
ReturnHeader/Filer/EIN0546717390
ReturnHeader/Filer/PhoneNum02125490241
ReturnHeader/Filer/USAddress/AddressLine1Txt0REED SMITH 599 LEXINGTON AVE 26FL
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010022
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0131610809
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FRIEDMAN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE LIBERTY PLAZA 165 BROADWAY 21ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010006
ReturnHeader/PreparerPersonGrp/PhoneNum02128427000
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SARAH AVERY
ReturnHeader/ReturnTs02022-05-12T11:51:13-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0HERBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KOZLOV
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$60.8$0.00$60.8$4.52$3.68$0.85
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$58.4$0.00$58.4$2.45$3.50$1.05
2022Detailed filing. Detailed filing data is available for this year.$54.4$0.00$54.4$2.60$2.99$0.39
2021Detailed filing. Detailed filing data is available for this year.$62.9$0.00$62.9$2.57$2.91$0.33
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$58.1$0.00$58.1$8.17$2.87$5.30
2019Detailed filing. Detailed filing data is available for this year.$49.5$0.00$49.5$1.75$2.07$0.33
2018Detailed filing. Detailed filing data is available for this year.$43.4$0.00$43.4$2.25$2.96$0.71
2015Summary only. Only limited summary data is available for this year.$43.6$0.00$2.37$2.46$0.08
2014Summary only. Only limited summary data is available for this year.$46.9$0.00$2.85$2.71$0.14
2013Summary only. Only limited summary data is available for this year.$47.2$0.00$3.27$2.71$0.56
2012Summary only. Only limited summary data is available for this year.$45.7$0.00$3.27$2.73$0.53
2011Summary only. Only limited summary data is available for this year.$42.8$0.00$46.8$1.73$45.0