TARKY LOMBARDI FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- TARKY LOMBARDI FOUNDATION INC (EIN 16-0966705)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-09
- IRS object ID
- 201801299349101585
- Schema version
- 2017v2.2
- 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
- Form 990-PF
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-09T12:17:37-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132550103 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DArcangelo & Co LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 329 North Salina St Suite 400 | AddressLine1Txt |
| City | Syracuse | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 132031770 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 160966705 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TARKY LOMBARDI FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TARK | BusinessNameControlTxt |
| Phone | 3154420100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6248 STEINWAY DRIVE | AddressLine1Txt |
| City | JAMESVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13078 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TARKY LOMBARDI JR | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2018-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | M Louis Kruth | PreparerPersonNm |
| PTIN | P00110827 | PTIN |
| Phone | 3154757213 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,417,930 | 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 | $50,550 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $23,318 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,318 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $986 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $986 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $986 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $74,854 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $24,304 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $700 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $700 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $247 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $247 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $255 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $255 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,202 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,202 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $72,957 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $72,957 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $74,159 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,202 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $72,957 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $695 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $23,102 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,954 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,649 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,649 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $77,117 | CorporateStockBOYAmt |
| Corporate Stock EOY | $77,117 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $823,603 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $88,299 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $88,299 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $86,278 | CorporateBondsEOYFMVAmt |
| Mortgage Loans BOY | $500,400 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $500,400 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $500,400 | MortgageLoansEOYFMVAmt |
| Total Assets BOY | $672,770 | TotalAssetsBOYAmt |
| Total Assets EOY | $673,465 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,417,930 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $672,770 | RetainedEarningBOYAmt |
| Retained Earning EOY | $673,465 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $672,770 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $673,465 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $672,770 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $673,465 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $672,770 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $695 | ExcessRevenueOverExpensesAmt |
| Subtotal | $673,465 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $673,465 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | capital gain distributions | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2000-01-01 | AcquiredDt |
| Sold | 2017-12-31 | SoldDt |
| Gross Sales Price | $986 | GrossSalesPriceAmt |
| Gain Or Loss | $986 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $986 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $986 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $64,415 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,422,459 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04528 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $70,276 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,428,885 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04918 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $40,512 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,281,891 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.03160 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $45,475 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,161,391 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.03916 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $49,271 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,045,046 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04715 | DistributionYr5Rt |
| Total Distribution | 0.212372 | TotalDistributionRt |
| Average Distribution | 0.042474 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,376,522 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $58,466 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $231 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $58,697 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $72,957 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $231 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $231 | SubtotalAmt |
| Tax Based On Investment Income | $231 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $231 | TaxDueAmt |
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 |
| Form990 T Filed | false | Form990TFiledInd |
| 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 | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TARKY LOMBARDI JR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3154420100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 EAST GENESEE ST | AddressLine1Txt |
| City | SYRACUSE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13210 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| 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 |
|---|---|---|---|---|---|---|
| TARKY LOMBARDI JR | ||||||
| 6248 STEINWAY DRIVE | JAMESVILLE | NY | 13078 | PRES/DIRECTOR | 0.00 | $0 |
| MARIANNE LOMBARDI | ||||||
| 6248 STEINWAY DRIVE | JAMESVILLE | NY | 13078 | VP/TREAS/DIREC | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,390,182 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,302 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,397,484 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,397,484 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,962 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,376,522 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $68,826 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $68,826 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $231 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $231 | TotalTaxAmt |
| Distributable Before Adj | $68,595 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $68,595 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $68,595 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $72,957 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $72,957 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $231 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $72,726 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $68,595 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $70,194 | UndistributedIncomePYAmt |
| Qualifying Distributions | $72,957 | QualifyingDistributionsAmt |
| Applied To Year1 | $70,194 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,763 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $65,832 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | TARKY LOMBARDI JR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | TARKY LOMBARDI JR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 EAST GENESEE ST | AddressLine1Txt |
| City | SYRACUSE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Info And Materials | WRITTEN 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 Deadlines | JUNE 30TH AND DECEMBER 31ST | SubmissionDeadlinesTxt |
| Restrictions On Awards | GENERALLY UNDER $10,000 | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SYRACUSE UNIVERSITY | |||||||
| SKYTOP OFFICES | SYRACUSE | NY | 13244 | NONE | N/A | GENERAL OPER EXPENSES | $20,008 |
| New York State Historical Society | |||||||
| 170 Central Park West | New York | NY | 10024 | N/A | N/A | GENERAL OPER EXPENSES. | $11,000 |
| Miscellaneous | |||||||
| Genesee St | Dewitt | NY | 13214 | NONE | N/A | General Operations | $6,360 |
| Civil War Preservation Trust | |||||||
| 1156 15th Street NW 900 | Washington | DC | 20005 | NONE | N/A | GENERAL OPER EXPENSES | $589 |
| George Washington University | |||||||
| 2033 K Street NW Suite 300 | Washington | DC | 20052 | NONE | N/A | GENERAL OPER EXPENSES | $14,000 |
| George Mason University | |||||||
| 4400 University Drive MSN 3A3 | Fairfax | VA | 22030 | NONE | N/A | GENERAL OPER EXPENSES | $5,000 |
| St John Fisher College | |||||||
| 3690 East Avenue | Rochester | NY | 14618 | NONE | N/A | GENERAL OPER EXPENSES | $16,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $72,957 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $23,318 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $986 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $24,304 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $24,304 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | PROVIDES ADDITIONAL CASH FOR CHARITABLE CONTRIBUTIONS. |
| 4 | PROVIDES ADDITIONAL CASH FOR CHARITABLE CONTRIBUTIONS. |
| 8 | PROVIDES ADDITIONAL CASH FOR CHARITABLE CONTRIBUTIONS. |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | TARKY LOMBARDI JR | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6248 STEINWAY DRIVE | AddressLine1Txt |
| City | JAMESVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13078 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $50,550 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | LOOMIS BOND | BondNm |
| EOY Book Value | $88,299 | EOYBookValueAmt |
| EOYFMV | $86,278 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | 13440 SHRS BRISTOL MYERS SQUIBB | StockNm |
| EOY Book Value | $77,117 | EOYBookValueAmt |
| EOYFMV | $823,603 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Bank Fees | $5 | $5 |
| NYS DEPT OF LAW FILING FEE | $250 | $250 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Darcangelo & Co. LLP | CategoryTxt |
| Amt | $700 | Amt |
| Net Investment Income | $700 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | IRS 2016 990-PF | CategoryTxt |
| Amt | $247 | Amt |
| Net Investment Income | $247 | NetInvestmentIncomeAmt |
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