BETA

DOMINICK & ROSE CIAMPA FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
DOMINICK & ROSE CIAMPA FOUNDATION INC (EIN 11-3466090)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-16
IRS object ID
202221369349100827
Schema version
2021v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-05-16T07:54:01-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GIBGOT WILLENBACHER & COBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1310 EAST SHORE RDAddressLine1Txt
CityGREAT NECKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11023ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN113466090EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DOMINICK & ROSE CIAMPA FOUNDATION INCBusinessNameLine1Txt
Business Name Line2c/o DOMINICK CIAMPABusinessNameLine2Txt
FieldValueIRS element (for citing)
In Care Of% GIBGOT WILLENBACHER & COInCareOfNm
Business Name ControlDOMIBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1261 SUNDIAL COURTAddressLine1Txt
CityVERO BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32963ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDOMINICK CIAMPAPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5167474041PhoneNum
Signature2022-05-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDOMINICKPersonFirstNm
Person LastCIAMPAPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
PTINP01332254PTIN
Phone5164823660PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,903,924FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$89InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$89InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$244,372DividendsRevAndExpnssAmt
Dividends Net Invst Incm$244,372DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$11,044NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$284,730GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$11,044CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$255,505TotalRevAndExpnssAmt
Total Net Invst Incm$255,505TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$25,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$12,500CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$12,500CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,975AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,488AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$1,487AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$4,410TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$370OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$120OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$250OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$32,755TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$14,108TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$14,237TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$208,600ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$208,600ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$241,355TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$14,108TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$222,837TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$14,150ExcessRevenueOverExpensesAmt
Net Investment Income$241,397NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$154,135CashBOYAmt
Cash EOY$17,321CashEOYAmt
Cash EOYFMV$17,321CashEOYFMVAmt
Corporate Stock BOY$4,872,634CorporateStockBOYAmt
Corporate Stock EOY$5,023,598CorporateStockEOYAmt
Corporate Stock EOYFMV$4,886,603CorporateStockEOYFMVAmt
Total Assets BOY$5,026,769TotalAssetsBOYAmt
Total Assets EOY$5,040,919TotalAssetsEOYAmt
Total Assets EOYFMV$4,903,924TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$5,026,769NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$5,040,919NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$5,026,769TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,040,919TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,026,769TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,040,919TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,026,769TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$14,150ExcessRevenueOverExpensesAmt
Subtotal$5,040,919SubtotalAmt
Tot Net Ast Or Fund Balances EOY$5,040,919TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
BLACKROCK INNOVATION & GROWTH TR-7,500 SHS2021-03-262021-05-26$148,649$150,000-$1,351-$1,351
HEALTHPEAK PROPERTIES INC-3,600 SHS2013-12-162021-12-13$129,805$123,686$6,119$6,119
SCULLY ROYALTY LTD-CASH IN LIEU$3$3$3
CAPITAL GAIN DIVIDENDS$6,273P
CAPITAL GAIN DIVIDENDS$6,273P
CAPITAL GAIN DIVIDENDS$6,273P
FieldValueIRS element (for citing)
Capital Gain Net Income$11,044CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,355InvestmentIncomeExciseTaxAmt
Subtotal$3,355SubtotalAmt
Tax Based On Investment Income$3,355TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,320EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$3,320TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Tax Due$35TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1GIBGOT WILLENBACHER & COBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5164823660PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1310 EAST SHORE RDAddressLine1Txt
CityGREAT NECKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11023ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DOMINICK CIAMPA
261 SUNDIAL COURTVERO BEACHFL32963PRESIDENT0$0$0$0
ROSE CIAMPA
261 SUNDIAL COURTVERO BEACHFL32963VICE PRESIDENT0$0$0$0
ROSEMARY CIAMPA DOWLING
1 BOUTON ROADLLOYD HARBORNY11743FOUNDATION MANAGER0$25,000$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,719,427AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$170,801AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,890,228TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,890,228AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$73,353CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,816,875NetVlNoncharitableAssetsAmt
Minimum Investment Return$240,844MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$240,844MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,355TaxBasedOnInvestmentIncomeAmt
Total Tax$3,355TotalTaxAmt
Distributable Before Adj$237,489DistributableBeforeAdjAmt
Distributable Before Ded$237,489DistributableBeforeDedAmt
Distributable As Adjusted$237,489DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$222,837ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$222,837QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$237,489DistributableAsAdjustedAmt
Undistributed Income PY$132,786UndistributedIncomePYAmt
Prior Year12019PriorYear1Yr
Prior Year22018PriorYear2Yr
Prior Year32017PriorYear3Yr
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$222,837QualifyingDistributionsAmt
Applied To Year1$132,786AppliedToYear1Amt
Applied To Current Year$90,051AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$147,438UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
JOHN'S ISLAND COMMUNITY SERVICE LEAGUE
660 BEACHLAND BLVD - SUITE 208VERO BEACHFL32963NONEPCCOMMUNITY DEVELOPMENT$1,000
INDIAN RIVER MEDICAL CENTER - CLEVELAND CLINIC
100 36TH STREETVERO BEACHFL32960NONESO ISUPPORT FOR NOT-FOR-PROFIT INDIAN RIVER MEMORIAL HOSPITAL$2,000
ADAPTIVE SPORTS FOUNDATION
100 SILVERMAN WAYWINDHAMNY12496NONEPCSPORTS ACTIVITIES FOR THE DISABLED$1,000
QUEENS MUSEUM OF ART
FLUSHING MEADOWS CORONA PARKQUEENSNY11368NONEPCADVANCEMENT OF THE ARTS$20,000
CHAMINADE DEVELOPMENT FUND
340 JACKSON AVENUEMINEOLANY11501NONESO-DPEDUCATIONAL ASSISTANCE$1,500
FUTURES IN EDUCATION FOUNDATION
243 PROSPECT PARK WESTBROOKLYNNY11215NONEPCANGEL STUDENT PROGRAM$1,500
JOHN'S ISLAND FOUNDATION
6001 HIGHWAY A1AVERO BEACHFL32963NONEPCCOMMUNITY DEVELOPMENT$10,000
JACK & JILL LATE STAGE CANCER FOUNDATION
3282 NORTHSIDE PKWY NW STE 100ATLANTAGA30327NONEPCRELIEF FOR FAMILIES FACING CANCER$10,000
WINDHAM FOUNDATION
PO BOX 600WINDHAMNY12496NONEPCCOMMUNITY CULTURE & RECREATION$10,000
DE LA SALLE SCHOOL
87 PINE STREETFREEPORTNY11520NONENCEDUCATIONAL ASSISTANCE$40,000
MOLLOY COLLEGE ALUMNI ASSOC
1000 HEMPSTEAD AVENUEROCKVILLE CENTRENY11571NONENCEDUCATIONAL ASSISTANCE THROUGH THR ROSE LICAUSI CIAMPA '61 FAMILY FOUNDATION SCHOLARSHIP$50,000
TUESDAY'S CHILDREN
390 PLANDOME ROADMANHASSETNY11030NONEPCASSISTING CHILDREN OF 9/11 VICTIMS$2,500
UNIVERSITY OF RICHMOND
28 WESTHAMPTON WAYRICHMONDVA23173NONEPCEDUCATIONAL ASSISTANCE THROUGH THE DOWNEY FAMILY FUND$11,500
VAN WYCK LEFFERTS TIDE MILL SANCTUARY
225 BROADHOLLOW ROAD - STE 301EMELVILLENY11747NONEPCPRESERVE AND PROMOTE PUBLIC ACCESS TO 18TH CENTURY MILL$10,000
ST MARY'S FOUNDATION
25437 NARBONNE AVELOMITACA90717NONEPCPROVIDING FINANCIAL AND MORAL SUPPORT TO NEEDY AND DISADVANTAGED PEOPLE$5,000SUITE A
ARCHANGEL MICHAEL CHURCH
100 FAIRWAY DRPORT WASHINGTONNY11050NONEPCCHURCH FUNDRAISING$1,000
WAKE FOREST UNIVERSITY
1834 WAKE FOREST ROADWINSTON SALEMNC27109NONEPCEDUCATION ASSISTANCE$11,000
VERO BEACH MUSEUM OF ART
3001 RIVERSIDE PARK DRIVEVERO BEACHFL32960NONEPCPROMOTING BRIDGE EDUCATIONAL CLASSES$10,100
CROHN'S & COLITIS FOUNDATION
120 BROADWAY SUITE 1050ANEW YORKNY10271NONEPCDEDICATION ON RESEARCHING FOR CURES FOR CROHN'S DISEASE AND ULCERATIVE COLITIS$5,000
HEADSTRONG FOUNDATION
232 GREEN AVEHOLMESPA19043NONEPCSUPPORT TO FAMILIES AFFECTED BY CANCER$1,000
THE ONE LOVE FOUNDATION
46 PONDFIELD ROADBRONXVILLENY10708NONEPCPROVIDING LIFE-SAVING PREVENTION EDUCATION TO COMMUNITIES$1,000
LITTLE FLOWER CHILDREN AND FAMILY SERVICES
630 FLUSHING AVENUE 3RD FLOORBROOKLYNFL11206NONEPCPROVIDING PROGRAMS AND SERVICES TO CHILDREN, FAMILIES AND ADULTS WITH DEVELOPMENTAL DISABILITIES$1,000MAIL BOX 58
TEAM RUBICON
270 PARK AVENUENEW YORKNY10017NONEPCSUPPORT DISASTER RELIEF$500
VERO BEACH BRIDGE CENTER
1520 14TH AVENUEVERO BEACHFL32960NONEPROMOTING BRIDGE, EDUCATIONAL CLASSES$1,000
WINDHAM COMMUNITY FOOD PANTRY INC
PO BOX 788WINDHAMNY12496NONEPCFOOD BANK$500
JOHN'S ISLAND EMPLOYEE FUND FOUNDATION INC
3 JOHNS ISLAND DRIVEVERO BEACHFL32963NONEPUBLIC SAFETY, DISASTER PREPAREDNESS AND RELIEF$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$208,600TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$89ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion23ExclusionCd
Exclusion$244,372ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$11,044ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$255,505ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$255,505TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,975Amt
Net Investment Income$1,488NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,487DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
235,544SH NY COMMUNITY BANCORP$2,717,957$2,651,396
2,000 SHS BP PLC SPONS ADR$91,603$53,260
1,000 SHS BP PLC SPONS ADR$30,495$26,630
3,000 SHS BP PLC SPONS ADR$126,567$79,890
1,000 SHS MERCK$34,105$76,640
2,354 SHS MFC INDUSTRIAL$75,505$20,856
7,500 SHS ECAT$150,000$139,875
62,000SHS NY COMMUNITY BANCORP$1,006,260$981,617
5,000 SHS AT&T$173,063$123,000
2,000 SHS CVS$143,205$206,320
2,000 SHS VERIZON$94,809$103,920
2,200 SHS CISCO SYSTEMS$104,176$139,414
7,500 SHS BLACKROCK HEALTH$150,000$190,200
3,000 SHS VIAC$125,853$90,540
100 SHS OGN$0$3,045
3600 SHS HCP INC.$0$0

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
FILING FEE$250$250
INVESTMENT FEES$120$120

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescCASH OVERDRAFTDesc

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$4,410Amt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.