Nonprofits/Organizations/13-3801041
Active
501(c)(3)
A99Z
Form 990-EZ

The Robert & Marilyn Friedson Foundation

EIN 13-3801041NEW YORK, NY 100221302WebsiteIRS Tax Year 2022 · Period ending June 30, 2023
Mission Statement

SUPPORTS THE MISSION OF UNITED JEWISH APPEAL-FEDERATION OF JEWISH PHILANTHROPIES OF NEW YORK, INC., (UJA-FEDERATION OF NEW YORK).

IRS Tax Year 2022

Period ending June 30, 2023

Tax years 2023, 2024 filings not yet available. This is the most recent filing on record.

Total Revenue

$14K

-53.8%YoY

Total Expenses

$27K

+8.7%YoY

Net Assets

$187K

-1.4%YoY

Employees

Grants Paid

$27K

Program Expense Ratio

99.3%

This nonprofit profile presents IRS Form 990-EZ tax filing data for The Robert & Marilyn Friedson Foundation (EIN: 13-3801041), based on the 2022 tax year annual return filed with the Internal Revenue Service.

Sections below include financial summaries (revenue, expenses, and net assets), program accomplishments, officer and key employee compensation, governance policies and audit information. All figures are reported in USD as filed.

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RoundPaper IndicatorsTax Year 2022

Financial Health

Revenue declined -53.8% to $14K
Program spending ratio of 99.3% — excellent
82.5 months of operating reserves — strong cushion
Expenses increased +8.7% year-over-year

Transparency

Conflict of interest policy not adopted
Whistleblower policy not in place
Financial statements not audited

Compensation

No Schedule J filed — standard compensation reporting only

Program Effectiveness

1 program reported
99.3% of spending goes to programs
No programs generate independent revenue
$27K in grants paid to other organizations

Financial Stability

Debt-to-asset ratio of 8.8% — low leverage
90.4 months cash runway — well positioned
Revenue diversification: concentrated in few sources
Net assets declining over recent filings

Risk Flags

No insider or excess benefit transactions
No material diversion or misuse reported
No family/business relationships on board

Indicators derived from IRS Form 990 data. Not financial advice.

Organization Summary

The Robert & Marilyn Friedson Foundation is a 501(c)(3) nonprofit headquartered in NEW YORK, NY. The organization has held tax-exempt status since 1996. In its 2022 filing, the organization reported $14K in total revenue, a 53.8% decrease from the prior year, and $27K in total expenses. The organization runs 1 program, totaling $27K in program expenses. 0 of 6 recommended governance policies are in place.

The Robert & Marilyn Friedson Foundation is classified under NTEE code A99Z. Its foundation type is 17.

Programs(Tax Year 2022)

1 record

Programs Overview

The Robert & Marilyn Friedson Foundation operates 1 program, with total program expenses of $27K. The Robert & Marilyn Friedson Foundation's largest program accounts for 100% of total program spending.

1
Program 1Expenses: $27,000

GRANTS ARE MADE TO UJA-FEDERATION OF NEW YORK IN FURTHERANCE OF UJA-FEDERATION OF NEW YORK AND OTHER TAX EXEMPT ORGANIZATION'S CHARITABLE PURPOSES.

Financial Overview(Tax Years 2020–2022)

3 records

Financial Highlights

Over the past 3 years, The Robert & Marilyn Friedson Foundation's revenue has declined from $18K to $14K, a 20.3% decrease. Program expenses represent 99% of total spending.

Revenue decreased 53.8% year-over-year, while expenses grew 8.7%. net assets fell to $187K, down 1.4% from the prior year.

The Robert & Marilyn Friedson Foundation derives 1% from investment income.

Revenue declined by 53.8% and expenses grew by 8.7% year over year.

The Robert & Marilyn Friedson Foundation distributed $27K in grants to other organizations and individuals, representing 99% of total expenses.

Over 3 filings from 2020–2022, The Robert & Marilyn Friedson Foundation declined revenue from $18K to $14K (-20.3%) while maintaining a program expense ratio of 99%.

The Robert & Marilyn Friedson Foundation holds $205K in total assets against $18K in liabilities (debt-to-asset ratio of 9%). The organization has 82.5 months of operating reserves. Cash and equivalents of $205K cover approximately 90.4 months of expenses.

Revenue

YearTotal RevenueContributionsGov't GrantsProgram RevenueInvestment
2022$14K$0$0$0$139
2021$30K$0$0$0$1K
2020$18K$0$0$0$1K

Expenses

YearTotal ExpensesProgramManagementFundraisingGrants Paid
2022$27K$27K$0$0$27K
2021$25K$25K$0$0$25K
2020$20K$20K$0$0$20K

Program Expense Ratio

99.3%

Admin Expense Ratio

Fundraising Efficiency

Operating Reserve

82.5 mo

People & Compensation(Tax Year 2022)

5 records

Compensation Summary

The Robert & Marilyn Friedson Foundation reported compensation for 5 officers and key employees.

NameTitleTypeHours/wkComp from OrgRelated OrgsTotal
BARRY A FRIEDSONPRESIDENT/TRUSTEE
$0$0$0
STANLEY BAUMBLATTSECRETARY/TREASURER/TRUSTEE
$0$0$0
LAWRENCE J COHENTRUSTEE
$0$0$0
DEBORAH E FIDERERTRUSTEE
$0$0$0
WILLIAM D SAMERSTRUSTEE
$0$0$0

Governance & Compliance(Tax Year 2022)

Governance Snapshot

The Robert & Marilyn Friedson Foundation has 0 of 6 recommended governance policies in place.

The Robert & Marilyn Friedson Foundation does not have audited financial statements.

Policies & Oversight

Conflict of interest policy
Whistleblower policy
Document retention policy
CEO compensation review process
Other officer compensation review
990 provided to governing body

Audit & Financial Oversight

Financial statements audited
Independent audit
Audit committee
Federal grant audit required

Filing History(Tax Years 1996–2022)

3 records

Showing the 3 Form 990 filings currently in our system.

Tax YearFormPeriodRevenueExpensesNet Assets
2022
990-EZ
2022-07-01 – 2023-06-30$14K$27K$187K
2021
990-EZ
2021-07-01 – 2022-06-30$30K$25K$190K
2020
990-EZ
2020-07-01 – 2021-06-30$18K$20K$254K
1996–2019No filings acquired yet

Frequently Asked Questions

What does The Robert & Marilyn Friedson Foundation do?

SUPPORTS THE MISSION OF UNITED JEWISH APPEAL-FEDERATION OF JEWISH PHILANTHROPIES OF NEW YORK, INC., (UJA-FEDERATION OF NEW YORK).

How much revenue does The Robert & Marilyn Friedson Foundation have?

The Robert & Marilyn Friedson Foundation reported $13,978 in total revenue for tax year 2022, down 53.8% from the prior year.

Who is the highest-paid executive at The Robert & Marilyn Friedson Foundation?

BARRY A FRIEDSON, PRESIDENT/TRUSTEE, received $0 in total compensation as of tax year 2022.

Is The Robert & Marilyn Friedson Foundation a 501(c)(3)?

Yes, The Robert & Marilyn Friedson Foundation is classified as a 501(c)(3) tax-exempt organization.

Where is The Robert & Marilyn Friedson Foundation located?

The Robert & Marilyn Friedson Foundation is headquartered in NEW YORK, NY 100221302.

Is The Robert & Marilyn Friedson Foundation audited?

No, The Robert & Marilyn Friedson Foundation does not currently have audited financial statements.

Does The Robert & Marilyn Friedson Foundation give grants?

Yes, The Robert & Marilyn Friedson Foundation distributed $27,000 in grants to other organizations and individuals in tax year 2022.

Data Source

IRS Form 990 electronic filings via the IRS Exempt Organizations Business Master File. All financial figures are as reported in USD.

Publicly available IRS data
Verified filing records
Updated quarterly
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