LORI AND MARK FIFE FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- LORI AND MARK FIFE FOUNDATION INC (EIN 52-2026744)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2019-11-12
- IRS object ID
- 201923169349101507
- Schema version
- 2018v3.1
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Distribution From Corpus Election
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-12T12:23:15-06:00 | ReturnTs |
| Tax Period End | 2019-06-30 | 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 | 2018-07-01 | 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 Suite 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 | 2019-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Gennaro J Fulvio | PreparerPersonNm |
| PTIN | P00531238 | PTIN |
| Phone | 2124903113 | PhoneNum |
| Preparation | 2019-09-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 141.149.39.99 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 13086720193165000001 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-11-12 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B3F4FD817543241C6C1A4C2928848D83CC5A1427 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D87009B7E7138E221A8A8FD6CDA1BAEE9A6E62D2 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,863,575 | 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 | $247,338 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $24,644 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $24,644 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $36,091 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $36,091 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $58,940 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,177,010 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $194,234 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,032 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $373,045 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $254,969 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $1,400 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $468 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $932 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,530 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $960 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | -$4 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $964 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,890 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $464 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,896 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $460,598 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $460,598 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $464,488 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $464 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $462,494 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$91,443 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $254,505 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $240,157 | CashBOYAmt |
| Cash EOY | $52,195 | CashEOYAmt |
| Cash EOYFMV | $52,195 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,642,907 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,760,706 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,766,173 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $800,144 | CorporateStockBOYAmt |
| Corporate Stock EOY | $778,864 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,045,207 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,683,208 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,591,765 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,863,575 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Tot Net Ast Or Fund Balances BOY | $2,683,208 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,591,765 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,683,208 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,591,765 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,683,208 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$91,443 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,591,765 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,591,765 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - SEE STATEMENT ATTACHED | D | $447,557 | $381,467 | $201,385 | $66,090 |
| CAPITL GAIN | $681 | $0 | $681 | $681 | |
| PUBLICLY TRADED SECURITIES - SEE STATEMENT ATTACHED | $729,453 | $737,285 | -$7,832 | -$7,832 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $194,234 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $485,024 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,557,066 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.18968 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $471,281 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,342,989 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.108515 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $556,164 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,047,057 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.182525 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $546,874 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,862,070 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.141601 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $517,545 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,853,799 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.181353 | DistributionYr5Rt |
| Total Distribution | 0.803674 | TotalDistributionRt |
| Average Distribution | 0.160735 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,681,535 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $431,017 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,545 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $433,562 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $462,494 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,545 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,545 | SubtotalAmt |
| Tax Based On Investment Income | $2,545 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,679 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,679 | TotalPaymentsAndCreditsAmt |
| Tax Due | $866 | 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 | Yes (true) | 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 | NEW YORK | NY | 10028 | PRESIDENT AND TREASURER | 5.0 | $0 | $0 | $0 |
| MARK FIFE | ||||||||
| 998 FIFTH AVENUE | 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 | $765,202 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,957,169 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,722,371 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,722,371 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $40,836 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,681,535 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $134,077 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $134,077 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,545 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,545 | TotalTaxAmt |
| Distributable Before Adj | $131,532 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $131,532 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $131,532 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $462,494 | 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 | $462,494 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,545 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $459,949 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $131,532 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $517,545 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $546,874 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $556,164 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $257,056 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $359,813 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,237,452 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $462,494 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $462,494 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $131,532 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $131,532 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,568,414 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $386,013 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,182,401 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $546,874 | ExcessFromYear4Amt |
| Excess From Year3 | $556,164 | ExcessFromYear3Amt |
| Excess From Year2 | $257,056 | ExcessFromYear2Amt |
| Excess From Year1 | $359,813 | ExcessFromYear1Amt |
| Excess From Current Year | $462,494 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LORI FIFE AND MARK FIFE | ContributingManagerNm |
| 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 | ||||||||
| 84 ADAMS STREET | LAKEWOOD | NJ | 08701 | NONE | PC | TO FULFILL THE CHARITABLE PURPOSE OF THE ORGANIZATION | $1,800 | |
| CAMP CHAYA | ||||||||
| 243 RICH ROAD | SOMMERSET | PA | 15501 | 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 | $10,000 | |
| ELIZABETH MASCIA CHILD CARE CENTER | ||||||||
| 171 SHELDON AVE | TARRYTOWN | NY | 10591 | 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 | |
| HARLEM ACADEMY | ||||||||
| 1330 FIFTH AVENUE | NEW YORK | NY | 10026 | NONE | PC | TO FULFILL THE CHARITABLE PURPOSE OF THE ORGANIZATION | $1,000 | |
| HOSPITAL FOR SPECIAL SURGERY | ||||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | NONE | PC | TO FULFILL THE CHARITABLE PURPOSE OF THE ORGANIZATION | $3,000 | |
| INTERNATIONAL RESCUE COMMITTEE | ||||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | NONE | PC | TO FULFILL THE CHARITABLE PURPOSE OF THE ORGANIZATION | $2,000 | |
| KOHELET YESHIVA HIGH SCHOOL INC | ||||||||
| 223 NORTH HIGHLAND AVE | MERION STA | PA | 19066 | NONE | PC | TO FULFILL THE CHARITABLE PURPOSE OF THE ORGANIZATION | $1,000 | |
| MANHATTAN THEATRE CLUB | ||||||||
| 311 WEST 43RD STREET | NEW YORK | NY | 10036 | NONE | PC | TO FULFILL THE CHARITABLE PURPOSE OF THE ORGANIZATION | $12,000 | 8TH FLOOR |
| METROPOLITAN OPERA ASSOCIATION INC | ||||||||
| 30 LINCOLN CENTER | NEW YORK | NY | 10023 | NONE | PC | TO FULFILL THE CHARITABLE PURPOSE OF THE ORGANIZATION | $4,000 | |
| NEW YORK HISTORICAL SOCIETY | ||||||||
| 170 CENTRAL PARK WEST | NEW YORK | NY | 10024 | NONE | PC | TO FULFILL THE CHARITABLE PURPOSE OF THE ORGANIZATION | $11,000 | |
| THE PUBLIC THEATRE | ||||||||
| 425 LAFAYETTE STREET | NEW YORK | NY | 10003 | NONE | PC | TO FULFILL THE CHARITABLE PURPOSE OF THE ORGANIZATION | $500 | |
| PARK AVENUE SYNAGOGUE | ||||||||
| 50 EAST 87TH STREET | NEW YORK | NY | 10128 | NONE | PC | TO FULFILL THE CHARITABLE PURPOSE OF THE ORGANIZATION | $79,608 | |
| PENCIL INC | ||||||||
| 30 WEST 26TH STREET | NEW YORK | NY | 10010 | NONE | PC | TO FULFILL THE CHARITABLE PURPOSE OF THE ORGANIZATION | $1,000 | 5TH FLOOR |
| PENN HILLEL | ||||||||
| 215 SOUTH 39TH STREET | PHILADELPHIA | PA | 19104 | NONE | PC | TO FULFILL THE CHARITABLE PURPOSE OF THE ORGANIZATION | $18,000 | |
| PLACE OF HOPE | ||||||||
| 9078 ISAIAH LANE | PALM BEACH GARDENS | FL | 33418 | NONE | PC | TO FULFILL THE CHARITABLE PURPOSE OF THE ORGANIZATION | $12,500 | |
| GOOD FOUNDATION | ||||||||
| 306 W 37TH STREET | NEW YORK | NY | 10028 | NONE | PC | TO FULFILL THE CHARITABLE PURPOSE OF THE ORGANIZATION | $1,000 | 8TH FLOOR |
| 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 |
| FOUNDATION FIGHTING BLINDNESS | ||||||||
| 7168 COLUMBIA GATEWAY DRIVE | COLUMBIA | MD | 21046 | NONE | PC | TO FULFILL THE CHARITABLE PURPOSE OF THE ORGANIZATION | $1,000 | SUITE 100 |
| FREINDS OF FORUM | ||||||||
| P O BOX 365 | HARTSDALE | NY | 10530 | NONE | PC | TO FULFILL THE CHARITABLE PURPOSE OF THE ORGANIZATION | $4,000 | |
| 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 | |
| TRUSTEE COUNCIL OF PENN WOMEN | ||||||||
| 2929 WALNUT STREET | PHILADELPHIA | PA | 19104 | NONE | PC | TO FULFILL THE CHARITABLE PURPOSE OF THE ORGANIZATION | $2,500 | SUITE 300 |
| THE IDEAL SCHOOL | ||||||||
| 341 WEST 91ST STREET | NEW YORK | NY | 10024 | NONE | PC | TO FULFILL THE CHARITABLE PURPOSE OF THE ORGANIZATION | $1,500 | |
| THE METROPOLITAN MUSEUM OF ART | ||||||||
| 1000 FIFTH AVE | NEW YORK | NY | 10028 | NONE | PC | TO FULFILL THE CHARITABLE PURPOSE OF THE ORGANIZATION | $600 | |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | ||||||||
| 3451 WALNUT STREET | PHILADELPHIA | PA | 19104 | NONE | PC | TO FULFILL THE CHARITABLE PURPOSE OF THE ORGANIZATION | $110,410 | SUITE 305 |
| UJA FEDERATION | ||||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | PC | TO FULFILL THE CHARITABLE PURPOSE OF THE ORGANIZATION | $40,000 | |
| CANCER SUPPORT TEAM | ||||||||
| 2900 WESTCHESTER AVENUE | PURCHASE | NY | 10577 | NONE | PC | TO HELP ORGANIZATION IN ITS CHARITABLE PURPOSE | $180 | SUITE 103 |
| CHILD KIND INTERNATIONAL | ||||||||
| 333 LONGWOOD AVENUE | BOSTON | MA | 02115 | NONE | PC | TO HELP ORGANIZATION IN ITS EXEMPT FUNCTION | $1,000 | |
| HUMAN SERVICE COUNCIL | ||||||||
| 130 EAST 59THE STREET | NEW YORK | NY | 10022 | NONE | PC | TO HELP ORG. FULFILL ITS CHARITABLE PURPOSE | $1,000 | |
| USC SHOAH FOUNDATION | ||||||||
| 650 WEST 35TH STREET | LOS ANGLES | CA | 90089 | NONE | PC | TO HELP ORGANIZATION FULFILL ITS CHARITBALE PUPOSE | $5,000 | 4TH FLOOR |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $460,598 | 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 | $24,644 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36,091 | 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 | $58,940 | 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 | THRU MFS CAPITAL OFFSHORE LETD | Desc |
| Exclusion | $6,032 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $125,707 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $125,707 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| LORI MARK FIFE | |||||||
| 1 | 998 FIFTH AVENUE APT 3W | NEW YORK | NY | 10028 | $104,910 | Yes (X) | Yes (X) |
| LORI MARK FIFE | |||||||
| 2 | 998 FIFTH AVENUE APT 3W | NEW YORK | NY | 10028 | $142,428 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1000 SHS MICROSOFT "MSFT" | $104,910 | 2018-07-16 |
| 1 | 1300 SHS MICROSOFT "MSFT" | $142,428 | 2018-08-14 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
Depreciation Schedule DepreciationSchedule
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | ELECTION UNDER REGULATION SEC. 53.4942(a)-3(d)(2) We herby elect under Regulation Sec. 53.4942(a)-3(d)(2) to treat the qualifying distribution made during the year ended 06/30/2019 of $462,494. as having been made out of corpus. | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SEC. AS LISTED | ||
| ALPHABET INC/CA A- 90SHS | $25,624 | $97,452 |
| AMERICAN EXPRESS CO- 695 SHS | $63,001 | $85,791 |
| ANTHEM INC.-339 SHS | $79,447 | $95,669 |
| BLACKSTONE GROUP-2913 SHS | $94,019 | $129,395 |
| CITIGROUP INC.-1951 SHS | $107,784 | $136,629 |
| JP MORGAN CHASE &CO-1101 SHS | $86,359 | $123,092 |
| LENNAR CORP. | ||
| MICROSOFT CORP.-596 SHS | $64,093 | $79,840 |
| JPM SM CAP EQFD-CL1-214.193 SH | $11,231 | $12,496 |
| DANONE | ||
| FLAT CHRYSLER AUTOM NV-4170 | $42,446 | $57,629 |
| LIBERTY GLOBAL PLC SERIES | ||
| LINAMAR CORP. | ||
| MFA FINANCIAL INC. | ||
| UNITED HEALT GROUP-257 SHS | $58,300 | $62,711 |
| CBS COPR CL B NON VOT-1770 SHS | $85,112 | $88,323 |
| SPDR S&P 500 ETF TRUST - 260 S | $61,448 | $76,180 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Legal Fees | $1,400 | LegalFeesAmt |
| Net Investment Income | $468 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $932 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| CT CORP FILING FEE | $804 | $804 | |
| ADVERTISEMENT | $160 | $160 | |
| MISC EXPENSES | -$4 | -$4 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP DISTRIBUTIONS - BLACKSTONE | Desc |
| Revenue And Expenses Per Books | $6,032 | RevenueAndExpensesPerBooksAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $1,530 | Amt |
Comments