TARKY LOMBARDI FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
TARKY LOMBARDI FOUNDATION INC (EIN 16-0966705)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-06-29
IRS object ID
202011819349100016
Schema version
2019v5.0
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)
Return2020-06-29T13:06:53-07:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

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 Begin2019-01-01TaxPeriodBeginDt

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
Signature2020-06-29SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMichael W LesserPreparerPersonNm
PTINP00219780PTIN
Phone3154757213PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,392,662FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$51,715ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$604InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$604InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$21,645DividendsRevAndExpnssAmt
Dividends Net Invst Incm$21,645DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$534NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$240,000GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$534CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$74,498TotalRevAndExpnssAmt
Total Net Invst Incm$22,783TotalNetInvstIncmAmt
Other Prof Fees Rev And Expnss$715OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$715OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$209TaxesRevAndExpnssAmt
Taxes Net Invst Incm$209TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$250OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$250OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$1,174TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,174TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$134,809ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$134,809ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$135,983TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,174TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$134,809TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$61,485ExcessRevenueOverExpensesAmt
Net Investment Income$21,609NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$21,182SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$29,548SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$29,548SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$69,852USGovernmentObligationsBOYAmt
Corporate Stock BOY$77,117CorporateStockBOYAmt
Corporate Stock EOY$77,117CorporateStockEOYAmt
Corporate Stock EOYFMV$862,714CorporateStockEOYFMVAmt
Mortgage Loans BOY$500,400MortgageLoansBOYAmt
Mortgage Loans EOY$500,400MortgageLoansEOYAmt
Mortgage Loans EOYFMV$500,400MortgageLoansEOYFMVAmt
Total Assets BOY$668,551TotalAssetsBOYAmt
Total Assets EOY$607,065TotalAssetsEOYAmt
Total Assets EOYFMV$1,392,662TotalAssetsEOYFMVAmt
Other Liabilities BOY$1OtherLiabilitiesBOYAmt
Total Liabilities BOY$1TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$668,550RetainedEarningBOYAmt
Retained Earning EOY$607,065RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$668,550TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$607,065TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$668,551TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$607,065TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$668,550TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$61,485ExcessRevenueOverExpensesAmt
Subtotal$607,065SubtotalAmt
Tot Net Ast Or Fund Balances EOY$607,065TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
170000 US TbillP2019-01-012019-07-23$170,000$169,614$386$386
70000 US Tbill 01/15/19P2019-01-152019-01-15$70,000$69,852$148$148
FieldValueIRS element (for citing)
Capital Gain Net Income$534CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$534NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$73,436AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,333,723NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.05506DistributionYr1Rt
Adjusted Qlfy Distri Yr2$72,726AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,376,522NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.05283DistributionYr2Rt
Adjusted Qlfy Distri Yr3$64,415AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,422,459NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.04528DistributionYr3Rt
Adjusted Qlfy Distri Yr4$70,276AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,428,885NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.04918DistributionYr4Rt
Adjusted Qlfy Distri Yr5$40,512AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,281,891NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.03160DistributionYr5Rt
Total Distribution0.233963TotalDistributionRt
Average Distribution0.046793AverageDistributionRt
Net Vl Noncharitable Assets$1,321,278NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$61,827AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$216NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$62,043AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$134,809QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$216InvestmentIncomeExciseTaxAmt
Subtotal$216SubtotalAmt
Tax Based On Investment Income$216TaxBasedOnInvestmentIncomeAmt
Tax Due$216TaxDueAmt

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 Line1555 EAST GENESEE STAddressLine1Txt
CitySYRACUSECityNm
State AbbreviationNYStateAbbreviationCd
ZIP13210ZIPCd
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$1,316,034AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$25,365AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,341,399TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,341,399AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$20,121CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,321,278NetVlNoncharitableAssetsAmt
Minimum Investment Return$66,064MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$66,064MinimumInvestmentReturnAmt
Tax Based On Investment Income$216TaxBasedOnInvestmentIncomeAmt
Total Tax$216TotalTaxAmt
Distributable Before Adj$65,848DistributableBeforeAdjAmt
Distributable Before Ded$65,848DistributableBeforeDedAmt
Distributable As Adjusted$65,848DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$134,809ExpensesAndContributionsAmt
Qualifying Distributions$134,809QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$216PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$134,593AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$65,848DistributableAsAdjustedAmt
Undistributed Income PY$58,664UndistributedIncomePYAmt
Qualifying Distributions$134,809QualifyingDistributionsAmt
Applied To Year1$58,664AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$65,848AppliedToCurrentYearAmt
Remaining Distri From Corpus$10,297RemainingDistriFromCorpusAmt
Total Corpus$10,297TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$10,297ExcessDistriCyovToNextYrAmt
Excess From Current Year$10,297ExcessFromCurrentYearAmt

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 (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SYRACUSE UNIVERSITY
SKYTOP OFFICESSYRACUSENY13244NONEN/AGENERAL OPER EXPENSES$48,913
New York State Historical Society
170 Central Park WestNew YorkNY10024N/AN/AGENERAL OPER EXPENSES.$26,000
Miscellaneous
Genesee StDewittNY13214NONEN/AGeneral Operations$3,396
George Washington University
2033 K Street NW Suite 300WashingtonDC20052NONEN/AGENERAL OPER EXPENSES$1,500
George Mason University
4400 University Drive MSN 3A3FairfaxVA22030NONEN/AGENERAL OPER EXPENSES$5,000
St John Fisher College
3690 East AvenueRochesterNY14618NONEN/AGENERAL OPER EXPENSES$20,500
Carnegie Mellon University
5000 Forbes AvePittsburghPA15213NONEN/AGENERAL OPER EXPENSES$10,000
High Point University
1 N University PkwyHigh PointNC27268NoneN/AGENERAL OPER EXPENSES$19,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$134,809TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$604RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$21,645RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$534RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$22,783RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$22,783TotalIncomeProducingActyAmt

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$39,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
Stock13440 SHRS BRISTOL MYERS SQUIBBStockNm
EOY Book Value$77,117EOYBookValueAmt
EOYFMV$862,714EOYFMVAmt

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

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

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

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryIRS 2018 990-PFCategoryTxt
Amt$209Amt
Net Investment Income$209NetInvestmentIncomeAmt

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