TARKY LOMBARDI FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
TARKY LOMBARDI FOUNDATION INC (EIN 16-0966705)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-04-09
IRS object ID
202110999349100206
Schema version
2020v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-04-09T07:06:37-07:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN132550103PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DArcangelo & Co LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15000 Brittonfield Pkwy Bldg B - SteAddressLine1Txt
CityEast SyracuseCityNm
State AbbreviationNYStateAbbreviationCd
ZIP13057ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN160966705EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TARKY LOMBARDI FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTARKBusinessNameControlTxt
Phone3154420100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16248 STEINWAY DRIVEAddressLine1Txt
CityJAMESVILLECityNm
State AbbreviationNYStateAbbreviationCd
ZIP13078ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTARKY LOMBARDI JRPersonNm
Person TitlePresidentPersonTitleTxt
Signature2021-04-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstTARKY LOMBARDIPersonFirstNm
Person LastJRPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMichael W LesserPreparerPersonNm
PTINP00219780PTIN
Phone3154757213PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,348,122FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$37,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$2InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$24,233DividendsRevAndExpnssAmt
Dividends Net Invst Incm$24,233DividendsNetInvstIncmAmt
Total Rev And Expnss$61,235TotalRevAndExpnssAmt
Total Net Invst Incm$24,235TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$715AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$715AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$216TaxesRevAndExpnssAmt
Taxes Net Invst Incm$216TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$250OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$250OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$1,181TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,181TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$75,563ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$75,563ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$76,744TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,181TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$75,563TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$15,509ExcessRevenueOverExpensesAmt
Net Investment Income$23,054NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$29,548SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$14,039SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$14,039SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$77,117CorporateStockBOYAmt
Corporate Stock EOY$77,117CorporateStockEOYAmt
Corporate Stock EOYFMV$833,683CorporateStockEOYFMVAmt
Mortgage Loans BOY$500,400MortgageLoansBOYAmt
Mortgage Loans EOY$500,400MortgageLoansEOYAmt
Mortgage Loans EOYFMV$500,400MortgageLoansEOYFMVAmt
Total Assets BOY$607,065TotalAssetsBOYAmt
Total Assets EOY$591,556TotalAssetsEOYAmt
Total Assets EOYFMV$1,348,122TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$607,065RetainedEarningBOYAmt
Retained Earning EOY$591,556RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$607,065TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$591,556TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$607,065TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$591,556TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$607,065TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$15,509ExcessRevenueOverExpensesAmt
Subtotal$591,556SubtotalAmt
Tot Net Ast Or Fund Balances EOY$591,556TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$320InvestmentIncomeExciseTaxAmt
Subtotal$320SubtotalAmt
Tax Based On Investment Income$320TaxBasedOnInvestmentIncomeAmt
Tax Due$320TaxDueAmt

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
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1TARKY LOMBARDI JRBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3154420100PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16248 STEINWAY DRIVEAddressLine1Txt
CityJamesvilleCityNm
State AbbreviationNYStateAbbreviationCd
ZIP13078ZIPCd
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 PrsnfalsePayCompDisqualifiedPrsnInd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
TARKY LOMBARDI JR
6248 STEINWAY DRIVEJAMESVILLENY13078PRES/DIRECTOR0.00$0
MARIANNE LOMBARDI
6248 STEINWAY DRIVEJAMESVILLENY13078VP/TREAS/DIREC0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,348,599AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$21,794AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,370,393TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,370,393AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$20,556CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,349,837NetVlNoncharitableAssetsAmt
Minimum Investment Return$67,492MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$67,492MinimumInvestmentReturnAmt
Tax Based On Investment Income$320TaxBasedOnInvestmentIncomeAmt
Total Tax$320TotalTaxAmt
Distributable Before Adj$67,172DistributableBeforeAdjAmt
Distributable Before Ded$67,172DistributableBeforeDedAmt
Distributable As Adjusted$67,172DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$75,563ExpensesAndContributionsAmt
Qualifying Distributions$75,563QualifyingDistributionsAmt
Adjusted Qualifying Distri$75,563AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$67,172DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$10,297ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$10,297TotalExcessDistributionCyovAmt
Qualifying Distributions$75,563QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$67,172AppliedToCurrentYearAmt
Remaining Distri From Corpus$8,391RemainingDistriFromCorpusAmt
Total Corpus$18,688TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$18,688ExcessDistriCyovToNextYrAmt
Excess From Year1$10,297ExcessFromYear1Amt
Excess From Current Year$8,391ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerTARKY LOMBARDI JRContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonTARKY LOMBARDI JRRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1555 EAST GENESEE STAddressLine1Txt
CitySYRACUSECityNm
State AbbreviationNYStateAbbreviationCd
ZIP13202ZIPCd
FieldValueIRS element (for citing)
Form And Info And MaterialsWRITTEN REQUESTS SETTING FORTH PURPOSE AND NATURE OF SOLICITATION, AMOUNT SOUGHT, AND INTENDED USE. PRIMARILY FOR EDUCATIONAL INSTITUTIONS AND CENTRAL NEW YORK HEALTH AND CULTURAL ORGANIZATIONS.FormAndInfoAndMaterialsTxt
Submission DeadlinesJUNE 30TH AND DECEMBER 31STSubmissionDeadlinesTxt
Restrictions On AwardsGENERALLY UNDER $10,000RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SYRACUSE UNIVERSITY
SKYTOP OFFICESSYRACUSENY13244NONEN/AGENERAL OPER EXPENSES$34,120
New York State Historical Society
170 Central Park WestNew YorkNY10024N/AN/AGENERAL OPER EXPENSES.$11,000
Miscellaneous
Genesee StDewittNY13214NONEN/AGeneral Operations$3,443
Holy Cross Church
4112 E Genessee StSYRACUSENY13214NONEN/AGENERAL OPER EXPENSES$1,000
St John Fisher College
3690 East AvenueRochesterNY14618NONEN/AGENERAL OPER EXPENSES$16,000
Carnegie Mellon University
5000 Forbes AvePittsburghPA15213NONEN/AGENERAL OPER EXPENSES$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$75,563TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$2RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$24,233RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$24,235RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$24,235TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3PROVIDES ADDITIONAL CASH FOR CHARITABLE CONTRIBUTIONS.
4PROVIDES ADDITIONAL CASH FOR CHARITABLE CONTRIBUTIONS.
8PROVIDES ADDITIONAL CASH FOR CHARITABLE CONTRIBUTIONS.

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonTARKY LOMBARDI JRContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line16248 STEINWAY DRIVEAddressLine1Txt
CityJAMESVILLECityNm
State AbbreviationNYStateAbbreviationCd
ZIP13078ZIPCd
FieldValueIRS element (for citing)
Total Contributions$37,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryDarcangelo & Co LLPCategoryTxt
Amt$715Amt
Net Investment Income$715NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
Stock13440 SHRS BRISTOL MYERS SQUIBBStockNm
EOY Book Value$77,117EOYBookValueAmt
EOYFMV$833,683EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescNYS DEPT OF LAW FILING FEEDesc
Revenue And Expenses Per Books$250RevenueAndExpensesPerBooksAmt
Net Investment Income$250NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryIRS 2019 990-PFCategoryTxt
Amt$216Amt
Net Investment Income$216NetInvestmentIncomeAmt

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