LORI AND MARK FIFE FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LORI AND MARK FIFE FOUNDATION INC (EIN 52-2026744)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-04-17
- IRS object ID
- 202521079349101502
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Distribution From Corpus Election
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-17T15:24:31-04:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FULVIO & ASSOCIATES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 W 37TH STREET 4TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522026744 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LORI AND MARK FIFE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MARK FIFE | InCareOfNm |
| Business Name Control | LORI | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 998 FIFTH AVENUE APT 3W | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10028 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LORI FIFE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2124903113 | PhoneNum |
| Signature | 2025-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Gennaro J Fulvio CPA | PreparerPersonNm |
| PTIN | P00531238 | PTIN |
| Phone | 2124903113 | PhoneNum |
| Preparation | 2025-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,056,649 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,123,468 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $50,379 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $50,379 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $99,445 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $99,445 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $291,003 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,963,312 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,254,320 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,564,295 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,404,144 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $33,938 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $2,315 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,315 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $36,253 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,315 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $523,072 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $523,072 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $559,325 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,315 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $523,072 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,004,970 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,401,829 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $46,667 | CashBOYAmt |
| Cash EOY | $60,525 | CashEOYAmt |
| Cash EOYFMV | $60,525 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,394,983 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,409,459 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,409,459 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,327,435 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,304,071 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,586,665 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,769,085 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,774,055 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,056,649 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,769,085 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,774,055 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,769,085 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,774,055 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,769,085 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,774,055 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,769,085 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,004,970 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,774,055 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,774,055 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $1,963,313 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,672,309 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,254,320 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $291,004 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,254,320 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19,485 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $19,485 | SubtotalAmt |
| Tax Based On Investment Income | $19,485 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $16,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $184 | EsPenaltyAmt |
| Tax Due | $3,669 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK FIFE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2124903113 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 998 FIFTH AVENUE APT 3W | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10028 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LORI FIFE | ||||||||
| 998 FIFTH AVENUE APT 3W | NEW YORK | NY | 10028 | PRESIDENT AND TREASURER | 5.0 | $0 | $0 | $0 |
| MARK FIFE | ||||||||
| 998 FIFTH AVENUE APT 3W | NEW YORK | NY | 10028 | VICE PRESIDENT & SECRETARY | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,643,813 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,854,521 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,498,334 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,498,334 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $67,475 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,430,859 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $221,543 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $221,543 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,485 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,485 | TotalTaxAmt |
| Distributable Before Adj | $202,058 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $202,058 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $202,058 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $523,072 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $523,072 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $202,058 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $462,494 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $388,118 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $359,590 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $497,029 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $374,458 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,081,689 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $523,072 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $523,072 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $202,058 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $202,058 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,402,703 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $260,436 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,142,267 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $388,118 | ExcessFromYear4Amt |
| Excess From Year3 | $359,590 | ExcessFromYear3Amt |
| Excess From Year2 | $497,029 | ExcessFromYear2Amt |
| Excess From Year1 | $374,458 | ExcessFromYear1Amt |
| Excess From Current Year | $523,072 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BELEV ECHAD | ||||||||
| 1766 2ND AVENUE | NEW YORK | NY | 10128 | NONE | PC | TO FULFILL THE CHARITABLE PURPOSE OF THE ORGANIZATION | $10,000 | |
| 70 FACES NEDIA | ||||||||
| 520 8TH AVEUE 4TH FLOOR | NEW YORK CITY | NY | 10018 | NONE | PC | TO FULFILL THE CHARITABLE PURPOSE OF THE ORGANIZATION | $4,300 | |
| ALBERT EINSTEIN COLLEGE OF MEDICINE | ||||||||
| 1300 MORRIS PARK AVENUE | BRONX | NY | 10461 | NONE | PC | TO FULFILL THE CHARITABLE PURPOSE OF THE ORGANIZATION | $1,500 | |
| FOOTBALL CLUB OF WESTCHESTER INC | ||||||||
| C/O GJOkAJ 36 HICKORY LANE | THORNWOOD | NY | 10594 | NONE | PC | TO FULFILL THE CHARITABLE PURPOSE OF THE ORGANIZATION | $1,800 | |
| FACING HISTORY AND OURSELVES INC | ||||||||
| 16 HURD ROAD | BROOKLINE | MA | 02445 | NONE | PC | TO FULFILL THE CHARITABLE PURPOSE OF THE ORGANIZATION | $100,000 | |
| AMERICAN FRIEND SOF MEGAN DAVID ADOM | ||||||||
| 204 36TH STREET | NEW YORK | NY | 10018 | NONE | PC | TO FULFILL THE CHARITABLE PURPOSE OF THE ORGANIZATION | $5,000 | SUITE 1100 |
| BRAIN BOWL EVENTS | ||||||||
| 9851 SAVONA WINDS DRIVE | DELRAY BEACH | FL | 33446 | NONE | PC | TO FULFILL THE CHARITABLE PURPOSE OF THE ORGANIZATION | $3,000 | |
| MANHANTTAN THEATRE CLUB | ||||||||
| 311 WEST 43RD STREET 8TH FLOOR | NEW YORK | NY | 10036 | NONE | PC | TO FULFILL THE CHARITABLE PURPOSE OF THE ORGANIZATION | $3,000 | |
| METROPOLITAN OPERA ASSOCIATION INC | ||||||||
| LINCOLN CENTER PLAZA | NEW YORK | NY | 10036 | NONE | PC | TO FULFILL THE CHARITABLE PURPOSE OF THE ORGANIZATION | $1,500 | |
| BRIDGES | ||||||||
| 2290 PALISADES CENTER DRIVE | WEST NYACK | NY | 10994 | NONE | PC | TO FULFILL THE CHARITABLE PURPOSE OF THE ORGANIZATION | $5,000 | |
| HURU INTERNATIONAL | ||||||||
| 15 WEST 26TH STREET | NEW YORK | NY | 10010 | NONE | PC | TO FULFILL THE CHARITABLE PURPOSE OF THE ORGANIZATION | $1,000 | 11TH FLOOR |
| CENTRAL PARK CONSERVANCY | ||||||||
| 717 FIFTH AVENUE | NEW YORK | NY | 10022 | NONE | PC | TO FULFILL THE CHARITABLE PURPOSE OF THE ORGANIZATION | $500 | |
| LUSTGARTEN FOUNDATION | ||||||||
| 415CROSSWAYS PARK DR | WOODBURY | NY | 11797 | NONE | PC | TO FULFILL THE CHARITABLE PURPOSE OF THE ORGANIZATION | $2,500 | SUITE D |
| PARK AVENUE SYNAGOGUE | ||||||||
| 50 EAST 87TH STREET | NEW YORK | NY | 10128 | NONE | PC | TO FULFILL THE CHARITABLE PURPOSE OF THE ORGANIZATION | $33,953 | |
| NEW YORK JUNIOR TENNIS LEAGUE | ||||||||
| 36-36 33RD STREET | LONG ISLAND CITY | NY | 11106 | NONE | PC | TO FULFILL THE CHARITABLE PURPOSE OF THE ORGANIZATION | $5,000 | SUITE 504 |
| METROPOLITAN MUSEUM OF ART | ||||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | NONE | PC | TO FULFILL THE CHARITABLE PURPOSE OF THE ORGANIZATION | $6,000 | |
| FRIENDS OF FORUM | ||||||||
| 35 SECOUND PLACE | BROOKLYN | NY | 11231 | NONE | PC | TO FULFILL THE CHARITABLE PURPOSE OF THE ORGANIZATION | $5,000 | |
| CHABAD JEWISH CENTER OF RIDGEFIELD -POP'S PANTRY | ||||||||
| 27R WEST LANE | RIDGEFIELD | CT | 06877 | NONE | PC | TO FULFILL THE CHARITABLE PURPOSE OF THE ORGANIZATION | $360 | |
| NATIONAL MS SOCIETY | ||||||||
| 733 3RD AVENUE | NEW YORK | NY | 10017 | NONE | PC | TO FULFILL THE CHARITABLE PURPOSE OF THE ORGANIZATION | $3,000 | 3RD FLOOR |
| GRAHAM WINDHAM | ||||||||
| 300 CADMAN PLZ | BROOKLYN | NY | 11201 | NONE | PC | TO FULFILL THE CHARITABLE PURPOSE OF THE ORGANIZATION | $1,000 | W STE 901 |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | ||||||||
| 3451 WALNUT STREET | PHILADELPHIA | PA | 19104 | NONE | PC | TO FULFILL THE CHARITABLE PURPOSE OF THE ORGANIZATION | $189,245 | SUITE 305 |
| UJA FEDERATION | ||||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | PC | TO FULFILL THE CHARITABLE PURPOSE OF THE ORGANIZATION | $70,000 | |
| HONEYMOON ISRAEL FOUNDATION INC | ||||||||
| 2406MT VERNON RD | PUNWOODY | GA | 30338 | NONE | NC | TO FULFILL THE CHARITBALE PURPOSE OF THE ORGANIZATION | $524 | SUITE 130 |
| NEW YORK HISTORICAL SOCIETY | ||||||||
| 170 CENTRAL PARK | NEW YORK | NY | 10024 | NONE | PC | TO FULFIL THE CHARITABLE PURPOSE OF THE ORGANIATION | $6,000 | |
| USC SHOAH FOUNDATION | ||||||||
| 650 WEST 35TH STREET FOURTH FLOOR | LOS ANGELES | CA | 90089 | NONE | PC | TO FULFIL CHARITABLE PURPOSE OF THE ORGANIZATION | $10,000 | |
| PENN HILLEL | ||||||||
| 215 SOUTH 39TH STREET | PHILADELPHIA | PA | 19104 | NONE | PC | TO FULFILL THE CHARITBALE PURPOSE OF THE ORGANIZATION | $5,000 | |
| PLACE OF HOPE | ||||||||
| 9078 ISALAH LANE | WEST PALM BEACH | FL | 33418 | NONE | PC | TO HELP ORG IN ITS EXEMPT FUNCTION | $7,000 | |
| SUCCESS ACADEMY OF CHARTER SCHOOL INC | ||||||||
| 95 PINE STREET | NEW YORK | NY | 10005 | NONE | PC | TO HELP ORG. IN ITS EXEMPT FUNCTION | $25,000 | FLOOR 6 |
| THE JEWISH BOARD | ||||||||
| 463 FASHION AVENUE | NEW YORK | NY | 10018 | NONE | PC | TO HELP ORG. IN ITS EXEMPT FUNCITON | $10,000 | F118 |
| THE PUBLIC THEATRE | ||||||||
| 31 MAPLE STREET | LEWISTON | ME | 04240 | NONE | PC | TO HELP ORG. IN TIS EXEMPT FUNCITON | $890 | |
| UNITE AMERICA | ||||||||
| 1660 LINCOLN STREET | DENVER | CO | 80264 | NONE | PC | TO HELP ORG. IN ITS EXEMPT FUNCTION | $1,000 | STE 1550 |
| UNIVERSITY OF PENN-STUDENT -ATHLETE NUTRITION FUND | ||||||||
| 3451 WALNUT STREET | PHILADELPHIA | PA | 19104 | NONE | PC | TO HELP ORG. IN ITS EXEMPT FUNCTION | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $523,072 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $50,379 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $99,445 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $291,003 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC . INCOME | Desc |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $440,827 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $440,827 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | LORI MARK FIFE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 998 FIFTH AVENUE APT 3W | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10028 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,123,468 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 500 SHS MICROSOFT | $187,834 | 2023-11-15 |
| 1 | 3000 SHARES ALPHABET GOOGLE | $428,790 | 2024-01-11 |
| 1 | 2000 SHS ALPHABET GOOGLE | $305,220 | 2024-01-29 |
| 1 | 1200 SHS ALPHABET GOOGLE | $201,624 | 2024-05-10 |
Depreciation Schedule DepreciationSchedule
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | ELECTIONS UNDER REGULATIONS SEC. 53.4842(A)-3(S)(2) TO TREAT THE QUALIFYING DISTRIBUTION MADE DURING THE YEAR OF $523,072 AS HAVING BEEN MADE OUT OF CORPUS. | ElectionDesc |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm |
|---|
| JPM SHORT DURATION BD FD CL1 |
| FUND3133 90036.31 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SECURITIES LISTED BELOW | ||
| ALPHABET INC/CA A- 700 | $9,965 | $127,505 |
| BANK OF AMERICA -1900 SHS | ||
| BLACKSTONE INC -700 SHS | $57,254 | $86,600 |
| CITIGROUP INC.-3151 SHS | $179,538 | $199,962 |
| ELEVANCE HEALTH INC. -541.86 | $140,468 | $236,251 |
| GOLDMAN SACHS GR INC-322.54 SH | ||
| JP MORGAN CHASE &CO-966 SHS | ||
| MICROSOFT CORP.330 SHS | $103,436 | $147,494 |
| MORGAN STANLEY -1050 SHS | $91,375 | $102,050 |
| UBER TECHNOLOGIES-2000 | $143,824 | $145,360 |
| UNITED HEALTH GROUP-405 | $157,196 | $206,250 |
| WARNER BROS DISCO 4000 | ||
| WALT DISNEY CO/THE 600SHS | ||
| ELIS SA 990SHS | $149,672 | $214,541 |
| ENTAIN PLC 15150 SHS | $271,343 | $120,652 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| CT CORP FILING FEE | $917 | $917 |
| MISC EXPENSES | $12 | $12 |
| CURRENCY GAIN/LOSS | $40 | $40 |
| BOND RPEMUIM AMORTIZATION | $126 | $126 |
| COST BASIS ADJUSTMENT | $1,224 | $1,224 |
| OVERPAYMENT REFUND | -$4 | -$4 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC. INCOME | Desc |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LORI MARK FIFE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 998 FIFTH AVENUE APT 3W | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10028 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FEDREAL TAXES | $16,788 |
| FOREIGN TAXES PAID | $1,150 |
| ESTIMATES 2024 | $16,000 |
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