LORI AND MARK FIFE FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- LORI AND MARK FIFE FOUNDATION INC (EIN 52-2026744)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2021-11-15
- IRS object ID
- 202113199349105166
- Schema version
- 2020v4.1
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Distribution From Corpus Election
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T11:19:56-06:00 | ReturnTs |
| Tax Period End | 2021-06-30 | 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 | 2020-07-01 | 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 | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LORI | PersonFirstNm |
| Person Last | FIFE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Gennaro J Fulvio | PreparerPersonNm |
| PTIN | P00531238 | PTIN |
| Phone | 2124903113 | PhoneNum |
| Preparation | 2021-11-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,728,103 | 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 | $97 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $25,039 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,039 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $317,323 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $895,303 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $325,482 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $342,459 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $350,521 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $750 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $1,021 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $586 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $435 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,521 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,336 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,185 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $358,405 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $358,405 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $360,926 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,336 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $359,590 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$18,467 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $349,185 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $33,941 | CashBOYAmt |
| Cash EOY | $33,112 | CashEOYAmt |
| Cash EOYFMV | $33,112 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,304,136 | SavAndTempCashInvstBOYAmt |
| US Government Obligations EOY | $509,790 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $509,790 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $906,771 | CorporateStockBOYAmt |
| Corporate Stock EOY | $676,334 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,183,097 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $1,005,696 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,002,104 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,244,848 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,224,932 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,728,103 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Tot Net Ast Or Fund Balances BOY | $2,244,848 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,224,932 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,244,848 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,224,932 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,244,848 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$18,467 | ExcessRevenueOverExpensesAmt |
| Other Increases | -$1,449 | OtherIncreasesAmt |
| Subtotal | $2,224,932 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,224,932 | 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 SEC. | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Gross Sales Price | $895,303 | GrossSalesPriceAmt |
| Cost Or Other Basis | $577,976 | CostOrOtherBasisAmt |
| Gain Or Loss | $325,482 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $317,327 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $325,482 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,854 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,854 | SubtotalAmt |
| Tax Based On Investment Income | $4,854 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,861 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $1,861 | TotalPaymentsAndCreditsAmt |
| Tax Due | $2,993 | 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 | 5.0 | $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 | $1,158,593 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,447,331 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,605,924 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,605,924 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $39,089 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,566,835 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $128,342 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $128,342 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,854 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,854 | TotalTaxAmt |
| Distributable Before Adj | $123,488 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $123,488 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $123,488 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $359,590 | 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 | $359,590 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $359,590 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $123,488 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $556,164 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $257,056 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $359,813 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $462,494 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $388,118 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,023,645 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $359,590 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $359,590 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $123,488 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $123,488 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,259,747 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $432,676 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,827,071 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $257,056 | ExcessFromYear4Amt |
| Excess From Year3 | $359,813 | ExcessFromYear3Amt |
| Excess From Year2 | $462,494 | ExcessFromYear2Amt |
| Excess From Year1 | $388,118 | ExcessFromYear1Amt |
| Excess From Current Year | $359,590 | 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 (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| EASTERN MONTGOMERY COUNTRY CHAMBERS OF COMMER | ||||||||
| 436 OLD YORK ROAD | JENKENTOWN | PA | 19046 | NONE | PC | TO FULFILL THE CHARITABLE PURPOSE OF THE ORGANIZATION | $1,000 | |
| GRAHAM WINDHAM | ||||||||
| 1 PIERREPONT PLZ STE 901 | BROOKLYN | NY | 11201 | NONE | PC | TO FULFILL THE CHARITABLE PURPOSE OF THE ORGANIZATION | $1,000 | |
| CHILDREN'S LITERACY INITIATIVE | ||||||||
| 2314 MARKET STREET | PHILADELPHIA | PA | 19103 | NONE | PC | TO FULFILL THE CHARITABLE PURPOSE OF THE ORGANIZATION | $20,000 | |
| INNOCENCE PROJECT | ||||||||
| 40 WORTH STREET SUITE 701 | NEW YORK | NY | 10013 | NONE | PC | TO FULFILL THE CHARITABLE PURPOSE OF THE ORGANIZATION | $1,000 | |
| FACING HISTORY AND OURSELVES INC | ||||||||
| 16 HURD ROAD | BROOKLINE | MA | 02445 | NONE | PC | TO FULFILL THE CHARITABLE PURPOSE OF THE ORGANIZATION | $100,000 | |
| INTEGRITY FIRST FOR AMERICA | ||||||||
| P O BOX 1831 | NEW YORK | NY | 10156 | NONE | PC | TO FULFILL THE CHARITABLE PURPOSE OF THE ORGANIZATION | $2,500 | |
| JEWISH NATIONAL FUND | ||||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 10021 | NONE | PC | TO FULFILL THE CHARITABLE PURPOSE OF THE ORGANIZATION | $1,000 | |
| MANHANTTAN THEATRE CLUB | ||||||||
| 311 WEST 43RD STREET 8TH FLOOR | NEW YORK | NY | 10036 | NONE | PC | TO FULFILL THE CHARITABLE PURPOSE OF THE ORGANIZATION | $6,000 | |
| METROPOLITAN OPERA ASSOCIATION INC | ||||||||
| LINCOLN CENTER PLAZA | NEW YORK | NY | 10036 | NONE | PC | TO FULFILL THE CHARITABLE PURPOSE OF THE ORGANIZATION | $2,000 | |
| PLACE OF HOPE INC | ||||||||
| 9078 ISAIAH LN | PALM BEACH GARDEN | FL | 33418 | NONE | PC | TO FULFILL THE CHARITABLE PURPOSE OF THE ORGANIZATION | $5,000 | |
| SPRINGBOARD COLLABORATIVE | ||||||||
| 1500 JOHN F KENNEDY BLVD | PHILADELPHIA | PA | 19102 | NONE | PC | TO FULFILL THE CHARITABLE PURPOSE OF THE ORGANIZATION | $10,000 | |
| NEW YORK HISTORICAL SOCIETY | ||||||||
| 170 CENTRAL PARK WEST | NEW YORK | NY | 10024 | NONE | PC | TO FULFILL THE CHARITABLE PURPOSE OF THE ORGANIZATION | $16,000 | |
| IDEAL SCHOOL OF MANHANTTAN | ||||||||
| 314 W 91ST STREET | NEW YORK | NY | 10018 | NONE | PC | TO FULFILL THE CHARITABLE PURPOSE OF THE ORGANIZATION | $1,250 | |
| PARK AVENUE SYNAGOGUE | ||||||||
| 50 EAST 87TH STREET | NEW YORK | NY | 10128 | NONE | PC | TO FULFILL THE CHARITABLE PURPOSE OF THE ORGANIZATION | $33,278 | |
| YOUNG SURVIVAL COALITION INC | ||||||||
| 75 BROAD STREET SUITE 409 | NEW YORK | NY | 10004 | NONE | PC | TO FULFILL THE CHARITABLE PURPOSE OF THE ORGANIZATION | $1,200 | |
| PENN HILLEL | ||||||||
| 215 SOUTH 39TH STREET | PHILADELPHIA | PA | 19104 | NONE | PC | TO FULFILL THE CHARITABLE PURPOSE OF THE ORGANIZATION | $10,000 | |
| ROBINHOOD FOUNDATION | ||||||||
| 12039 MAIN OAT ST | HOUSTON | TX | 77038 | NONE | PC | TO FULFILL THE CHARITABLE PURPOSE OF THE ORGANIZATION | $3,750 | |
| RUFF HOUSE RESCUE | ||||||||
| PO BOX 365 | OCEANSIDE | NY | 11572 | NONE | PC | TO FULFILL THE CHARITABLE PURPOSE OF THE ORGANIZATION | $5,000 | |
| NATIONAL MS SOCIETY | ||||||||
| 733 3RD AVENUE | NEW YORK | NY | 10017 | NONE | PC | TO FULFILL THE CHARITABLE PURPOSE OF THE ORGANIZATION | $3,000 | 3RD FLOOR |
| SUCCESS ACADEMY CHARTER SCHOOLS | ||||||||
| 95 PINE STREET FLOOR 6 | NEW YORK | NY | 10005 | NONE | PC | TO FULFILL THE CHARITABLE PURPOSE OF THE ORGANIZATION | $25,000 | |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | ||||||||
| 3451 WALNUT STREET | PHILADELPHIA | PA | 19104 | NONE | PC | TO FULFILL THE CHARITABLE PURPOSE OF THE ORGANIZATION | $48,637 | SUITE 305 |
| UJA FEDERATION | ||||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | PC | TO FULFILL THE CHARITABLE PURPOSE OF THE ORGANIZATION | $45,000 | |
| MISC CONTRIBUTIONS 500 & UNDER | ||||||||
| 998 FIFTH AVENUE | NEW YORK | NM | 10028 | NONE | NC | TO FULFILL THE CHARITBALE PURPOSE OF THE ORGANIZATION | $1,790 | |
| PENN ALEXANDER SCHOOL | ||||||||
| 4209 SPRUCE STREET | PHILADELPHIA | PA | 19104 | NONE | PC | TO FILFILL THE CHARITABLE PURPOSE OF THE ORGANIZATION | $10,000 | |
| ST PAUL SCHOOL - BRIDGES PROG | ||||||||
| 11152 FALLS ROAD P O BOX 8100 | BROOKLANDVILLE | MD | 21022 | NONE | PC | TO FULFILL THE CHARITABLE PURPOSE OF THE ORGANIZATION | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $358,405 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,039 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $317,323 | 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 | $342,362 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $342,362 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,500 | Amt |
| Net Investment Income | $750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $750 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | ELECTION UNDER REGULATIONS SEC. 53.4942(a)-3(d)(2) We hereby elect under Regulation Sec.53.4942(a)-3(d)(2) to treat the qualifying distributions made during the year of $359,590 as having been made out of corpus. | ElectionDesc |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JPM SHORT DURATION BD FD CL1 | $1,005,696 | $1,002,104 |
| 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- 80SHS | $22,777 | $195,343 |
| AMERICAN EXPRESS CO - 914 SHS | ||
| ANTHEM INC.-441 SHS | $106,908 | $168,374 |
| BLACKSTONE GROUP-1612 SHS | ||
| CITIGROUP INC.-1951 SHS | $107,784 | $138,033 |
| JP MORGAN CHASE &CO-566 SHS | $33,398 | $88,036 |
| MICROSOFT CORP.-350 SHS | $37,639 | $94,815 |
| UNITED HEALTH GROUP-305 SHS | $70,320 | $122,134 |
| DISCOVERY INC. C -2000 SHS | $66,945 | $57,960 |
| HCA HEALTHCARE INC- 667 SHS | $69,327 | $137,896 |
| VIACOMCBS INC- 2960 SHS | ||
| VISA INC. CLASS A SHARES-206 S | ||
| MASTER CARD INC. -70 SHS | $17,118 | $25,556 |
| ELIS SA SEDOL 4000 | $68,105 | $75,376 |
| ENTAIN PLC 3300 | $76,013 | $79,574 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $509,790 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $509,790 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CT CORP FILING FEE | $586 | $586 | |
| ADVERTISEMENT | $160 | $160 | |
| DEPARTMENT OF LAW | $275 | $275 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC. INCOME | Desc |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | -$1,449 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt |
|---|
| EXERCISE TAX |
| ESTIMATE TAX 06/30/20 |
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