LORI AND MARK FIFE FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- LORI AND MARK FIFE FOUNDATION INC (EIN 52-2026744)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2017-11-13
- IRS object ID
- 201703179349102105
- Schema version
- 2016v3.1
- 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
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-13T15:17:30-06:00 | ReturnTs |
| Tax Period End | 2017-06-30 | 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 | 2016-07-01 | 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 | 985 FIFTH AVENUE Suite APT 11B | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10075 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LORI FIFE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2124903113 | PhoneNum |
| Signature | 2017-10-01 | 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 | 2017-11-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.74.158.178 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 13086720173175000001 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-11-13 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9A5FFE0EB3CB0A2E5756DED5B8EC9439B2F88C0D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CEEC615CC36D3A8FF0712DB838074A8DD0416C52 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,141,151 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $388 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $388 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $18,335 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,335 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $128,461 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $882,400 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $128,461 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $147,184 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $147,184 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,895 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $965 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,930 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,530 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $30 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $689 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $689 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,114 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $995 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,619 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $468,662 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $468,662 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $476,776 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $995 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $471,281 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$329,592 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $146,189 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $256,628 | CashBOYAmt |
| Cash EOY | $329,881 | CashEOYAmt |
| Cash EOYFMV | $329,881 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,000,406 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,079,522 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,079,522 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,082,417 | CorporateStockBOYAmt |
| Corporate Stock EOY | $600,250 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $731,748 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,339,451 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,009,653 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,141,151 | 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 | $3,339,451 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,009,653 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,339,451 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,009,653 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,339,451 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$329,592 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,009,859 | SubtotalAmt |
| Other Decreases | $206 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,009,653 | 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 | P | HowAcquiredCd |
| Gross Sales Price | $882,400 | GrossSalesPriceAmt |
| Cost Or Other Basis | $753,939 | CostOrOtherBasisAmt |
| Gain Or Loss | $128,461 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $128,461 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $128,461 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $556,164 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,047,057 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.182525 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $546,874 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,862,070 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.141601 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $517,545 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,853,799 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.181353 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $351,128 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,542,636 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.227616 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $361,090 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $882,715 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.409067 | DistributionYr5Rt |
| Total Distribution | 1.142162 | TotalDistributionRt |
| Average Distribution | 0.228432 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,342,989 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $992,078 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,462 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $993,540 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $471,281 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,924 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,924 | SubtotalAmt |
| Tax Based On Investment Income | $2,924 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,240 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,240 | TotalPaymentsAndCreditsAmt |
| Overpayment | $316 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $316 | RefundAmt |
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 | 985 FIFTH AVENUE APT 11B | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10075 | 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 | ||||||||
| 985 FIFTH AVENUE | NEW YORK | NY | 10075 | PRESIDENT AND TREASURER | 5.0 | $0 | $0 | $0 |
| MARK FIFE | ||||||||
| 985 FIFTH AVENUE | NEW YORK | NY | 10075 | 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 | $56,288 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,148,275 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,204,563 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,409,126 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,409,126 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $66,137 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,342,989 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $217,149 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $217,149 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,924 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,924 | TotalTaxAmt |
| Distributable Before Adj | $214,225 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $214,225 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $214,225 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $471,281 | 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 | $471,281 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $471,281 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $214,225 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $361,090 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $351,128 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $517,545 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $546,874 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $556,164 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,332,801 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $471,281 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $214,225 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $257,056 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,589,857 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $361,090 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,228,767 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $351,128 | ExcessFromYear4Amt |
| Excess From Year3 | $517,545 | ExcessFromYear3Amt |
| Excess From Year2 | $546,874 | ExcessFromYear2Amt |
| Excess From Year1 | $556,164 | ExcessFromYear1Amt |
| Excess From Current Year | $257,056 | 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
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE SCHEDULE ATTACHED | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 985 FIFTH AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10075 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PF | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | CHARITABLE | GrantOrContributionPurposeTxt |
| Amt | $468,662 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $468,662 | 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 | $388 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,335 | 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 | $128,461 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $147,184 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $147,184 | 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 FEE | CategoryTxt |
| Amt | $2,895 | Amt |
| Net Investment Income | $965 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,930 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SEC. AS LISTED | ||
| ALPHABET INC/CA A | $72,215 | $92,968 |
| ANTHEM INC. | $46,906 | $68,291 |
| CITIGROUP INC. | $42,333 | $60,861 |
| ENVIXION HEALTHCARE CORP. | $85,526 | $75,643 |
| JP MORGAN CHASE &CO | $35,287 | $54,657 |
| MICROSOFT CORP. | $58,922 | $79,201 |
| JPM SM CAP EQFD-CL1 | $10,000 | $10,665 |
| FLAT CHRYSLER AUTOMOBILES NV | $41,532 | $43,689 |
| LIBERTY GLOBAL PLC SERIES | $84,611 | $87,428 |
| LINAMAR CORP. | $54,953 | $65,608 |
| 58.COM INC. ADR | $35,307 | $51,785 |
| MFA FINANCIAL INC. | $32,658 | $40,952 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $206 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| CT CORP FILING FEE | $439 | $439 |
| NYS DEPT OF LAW | $250 | $250 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | THRU MFS CAPITAL OFFSHORE FUND LTD | Desc |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| TAXES PAID 06/30/2017 | $4,500 | |
| FOREIGN TAX PAID | $30 | $30 |
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