TARKY LOMBARDI FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- TARKY LOMBARDI FOUNDATION INC (EIN 16-0966705)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-06
- IRS object ID
- 201601279349100505
- Schema version
- 2015v2.0
- 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
- Form 990-PF
- 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 | 2016-05-06T08:37:18-07:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 2015-01-01 | 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 | 555 EAST GENESEE STREET | AddressLine1Txt |
| City | SYRACUSE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TARKY LOMBARDI JR | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2016-05-06 | 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 | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,511,205 | 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 | $54,778 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $21,900 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,900 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,073 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,073 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,073 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $77,751 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $22,973 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $700 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $700 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $467 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $467 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $303 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $303 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,470 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,470 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $70,491 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $70,491 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $71,961 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,470 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $70,491 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,790 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,503 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,857 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $1,861 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,629 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,629 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $77,117 | CorporateStockBOYAmt |
| Corporate Stock EOY | $77,117 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $924,538 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $88,299 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $88,299 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $84,638 | CorporateBondsEOYFMVAmt |
| Mortgage Loans BOY | $500,400 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $500,400 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $500,400 | MortgageLoansEOYFMVAmt |
| Total Assets BOY | $669,534 | TotalAssetsBOYAmt |
| Total Assets EOY | $667,445 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,511,205 | TotalAssetsEOYFMVAmt |
| Mortgages And Notes Payable BOY | $7,879 | MortgagesAndNotesPayableBOYAmt |
| Total Liabilities BOY | $7,879 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $661,655 | RetainedEarningBOYAmt |
| Retained Earning EOY | $667,445 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $661,655 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $667,445 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $669,534 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $667,445 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $661,655 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,790 | ExcessRevenueOverExpensesAmt |
| Subtotal | $667,445 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $667,445 | 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 | 2015-12-31 | SoldDt |
| Gross Sales Price | $1,073 | GrossSalesPriceAmt |
| Gain Or Loss | $1,073 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,073 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,073 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $40,512 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,281,891 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.03160 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $45,475 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,161,391 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.03916 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $49,271 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,045,046 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04715 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $35,003 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,202,036 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.02912 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $39,512 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,325,479 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.02981 | DistributionYr5Rt |
| Total Distribution | 0.176836 | TotalDistributionRt |
| Average Distribution | 0.035367 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,428,885 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $50,535 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $215 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $50,750 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $70,491 | 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 | $215 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $215 | SubtotalAmt |
| Tax Based On Investment Income | $215 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $215 | 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 | $1,447,971 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,674 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,450,645 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,450,645 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,760 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,428,885 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $71,444 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $71,444 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $215 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $215 | TotalTaxAmt |
| Distributable Before Adj | $71,229 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $71,229 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $71,229 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $70,491 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $70,491 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $215 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $70,276 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $71,229 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $63,242 | UndistributedIncomePYAmt |
| Qualifying Distributions | $70,491 | QualifyingDistributionsAmt |
| Applied To Year1 | $63,242 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,249 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $63,980 | 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 (3 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 | $20,619 |
| New York State Historical Society | |||||||
| 170 Central Park West | New York | NY | 10024 | N/A | N/A | GENERAL OPER EXPENSES. | $47,500 |
| Miscellaneous | |||||||
| Genesee St | Dewitt | NY | 13214 | NONE | N/A | General Operations | $2,372 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $70,491 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $21,900 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,073 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $21,900 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,073 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $22,973 | 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 |
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 | $84,638 | 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 | $924,538 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| NYS DEPT OF LAW FILING FEE | $250 | $250 |
| office expense | $53 | $53 |
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 2014 990-PF | CategoryTxt |
| Amt | $467 | Amt |
| Net Investment Income | $467 | NetInvestmentIncomeAmt |
Comments