TARKY LOMBARDI FOUNDATION INC: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
TARKY LOMBARDI FOUNDATION INC (EIN 16-0966705)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-04-18
IRS object ID
201901089349100600
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-04-18T07:20:25-07:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Begin2018-01-01TaxPeriodBeginDt

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
Signature2019-04-18SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMichael W LesserPreparerPersonNm
PTINP00219780PTIN
Phone3154757213PhoneNum
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-01-14 16:20:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,290,135FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$50,700ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$112InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$112InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$21,978DividendsRevAndExpnssAmt
Dividends Net Invst Incm$21,978DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$2,872NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$145,341GrossSalesPriceAmt
Total Rev And Expnss$69,918TotalRevAndExpnssAmt
Total Net Invst Incm$22,090TotalNetInvstIncmAmt
Other Prof Fees Rev And Expnss$700OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$700OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$231TaxesRevAndExpnssAmt
Taxes Net Invst Incm$231TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$257OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$257OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$1,188TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,188TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$73,645ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$73,645ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$74,833TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,188TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$73,645TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$4,915ExcessRevenueOverExpensesAmt
Net Investment Income$20,902NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$7,649SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$21,182SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$21,182SavAndTempCashInvstEOYFMVAmt
US Government Obligations EOY$69,852USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$69,942USGovtObligationsEOYFMVAmt
Corporate Stock BOY$77,117CorporateStockBOYAmt
Corporate Stock EOY$77,117CorporateStockEOYAmt
Corporate Stock EOYFMV$698,611CorporateStockEOYFMVAmt
Corporate Bonds BOY$88,299CorporateBondsBOYAmt
Mortgage Loans BOY$500,400MortgageLoansBOYAmt
Mortgage Loans EOY$500,400MortgageLoansEOYAmt
Mortgage Loans EOYFMV$500,400MortgageLoansEOYFMVAmt
Total Assets BOY$673,465TotalAssetsBOYAmt
Total Assets EOY$668,551TotalAssetsEOYAmt
Total Assets EOYFMV$1,290,135TotalAssetsEOYFMVAmt
Other Liabilities EOY$1OtherLiabilitiesEOYAmt
Total Liabilities EOY$1TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$673,465RetainedEarningBOYAmt
Retained Earning EOY$668,550RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$673,465TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$668,550TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$673,465TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$668,551TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$673,465TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$4,915ExcessRevenueOverExpensesAmt
Subtotal$668,550SubtotalAmt
Tot Net Ast Or Fund Balances EOY$668,550TotNetAstOrFundBalancesEOYAmt

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
7908 Loomis Sayles InvestmentP2000-10-102018-10-15$85,341$88,299-$2,958-$2,958
60000 US Tbill 11/15/18P2018-10-192018-11-15$60,000$59,914$86$86
FieldValueIRS element (for citing)
Capital Gain Net Income-$2,872CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$86NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$72,726AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,376,522NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.05283DistributionYr1Rt
Adjusted Qlfy Distri Yr2$64,415AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,422,459NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.04528DistributionYr2Rt
Adjusted Qlfy Distri Yr3$70,276AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,428,885NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.04918DistributionYr3Rt
Adjusted Qlfy Distri Yr4$40,512AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,281,891NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.03160DistributionYr4Rt
Adjusted Qlfy Distri Yr5$45,475AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,161,391NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.03916DistributionYr5Rt
Total Distribution0.218058TotalDistributionRt
Average Distribution0.043612AverageDistributionRt
Net Vl Noncharitable Assets$1,333,723NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$58,166AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$209NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$58,375AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$73,645QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$209InvestmentIncomeExciseTaxAmt
Subtotal$209SubtotalAmt
Tax Based On Investment Income$209TaxBasedOnInvestmentIncomeAmt
Tax Due$209TaxDueAmt

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
Form990 T FiledfalseForm990TFiledInd
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
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd
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$1,339,617AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$14,416AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,354,033TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,354,033AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$20,310CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,333,723NetVlNoncharitableAssetsAmt
Minimum Investment Return$66,686MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$66,686MinimumInvestmentReturnAmt
Tax Based On Investment Income$209TaxBasedOnInvestmentIncomeAmt
Total Tax$209TotalTaxAmt
Distributable Before Adj$66,477DistributableBeforeAdjAmt
Distributable Before Ded$66,477DistributableBeforeDedAmt
Distributable As Adjusted$66,477DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$73,645ExpensesAndContributionsAmt
Qualifying Distributions$73,645QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$209PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$73,436AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$66,477DistributableAsAdjustedAmt
Undistributed Income PY$65,832UndistributedIncomePYAmt
Qualifying Distributions$73,645QualifyingDistributionsAmt
Applied To Year1$65,832AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$7,813AppliedToCurrentYearAmt
Undistributed Income CY$58,664UndistributedIncomeCYAmt

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 (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SYRACUSE UNIVERSITY
SKYTOP OFFICESSYRACUSENY13244NONEN/AGENERAL OPER EXPENSES$14,120
New York State Historical Society
170 Central Park WestNew YorkNY10024N/AN/AGENERAL OPER EXPENSES.$24,542
Miscellaneous
Genesee StDewittNY13214NONEN/AGeneral Operations$5,383
Crouse Health Foundation
736 Irving AveSYRACUSENY13210NONEN/AGENERAL OPER EXPENSES$600
George Washington University
2033 K Street NW Suite 300WashingtonDC20052NONEN/AGENERAL OPER EXPENSES$9,000
St John Fisher College
3690 East AvenueRochesterNY14618NONEN/AGENERAL OPER EXPENSES$5,000
Carnegie Mellon University
5000 Forbes AvePittsburghPA15213NONEN/AGENERAL OPER EXPENSES$15,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$73,645TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$112RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$21,978RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$2,872RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$19,218RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$19,218TotalIncomeProducingActyAmt

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$50,700TotalContributionsAmt
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$698,611EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$69,852USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$69,942USGovtObligationsEOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
Bank Fees$7$7
NYS DEPT OF LAW FILING FEE$250$250

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescRoundingDesc
EOY Book Value$1EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryDarcangelo & Co. LLPCategoryTxt
Amt$700Amt
Net Investment Income$700NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryIRS 2017 990-PFCategoryTxt
Amt$231Amt
Net Investment Income$231NetInvestmentIncomeAmt

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