TARKY LOMBARDI FOUNDATION INC: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- TARKY LOMBARDI FOUNDATION INC (EIN 16-0966705)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-16
- IRS object ID
- 201131369349100113
- Schema version
- 2010v3.2
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Mortgages And Notes Payable Sch
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-16T06:46:10-07:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kruth Stein Squadrito Liberman & Silverman | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 N Salina St PO Box 6545 | AddressLine1 |
| City | Syracuse | City |
| State | NY | State |
| ZIP Code | 132176545 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 160966705 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TARKY LOMBARDI FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | TARK | NameControl |
| Phone | 3154420100 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 EAST GENESEE STREET | AddressLine1 |
| City | SYRACUSE | City |
| State | NY | State |
| ZIP Code | 13202 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TARKY LOMBARDI JR | Name |
| Title | President | Title |
| Date Signed | 2011-05-16 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Sheldon Kruth | Name |
| Phone | 3154757213 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1364578 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 41500 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 25912 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 25912 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 0 | NetGainSaleAssetsRevAndExpnss |
| Total Revenue And Expenses | 67412 | TotalRevenueAndExpenses |
| Total Net Investment Income | 25912 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 1500 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1500 | AccountingFeesNetInvstIncm |
| Interest Rev And Expnss | 13187 | InterestRevAndExpnss |
| Interest Net Invst Incm | 13187 | InterestNetInvstIncm |
| Taxes Rev And Expnss | 159 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 159 | TaxesNetInvstIncm |
| Deprec And Depletion Rev And Expnss | 0 | DeprecAndDepletionRevAndExpnss |
| Other Expenses Rev And Expnss | 221 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 221 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 15067 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 15067 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 39512 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 39512 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 54579 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 15067 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 39512 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 12833 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 10845 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 327 | CashBOY |
| Cash EOY | 435 | CashEOY |
| Cash EOYFMV | 435 | CashEOYFMV |
| Investments Corp Stock BOY | 110030 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 110030 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 769032 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 88299 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 88299 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 94711 | InvestmentsCorpBondsEOYFMV |
| Investments Mortgage Loans BOY | 500400 | InvestmentsMortgageLoansBOY |
| Investments Mortgage Loans EOY | 500400 | InvestmentsMortgageLoansEOY |
| Investments Mortgage Loans EOYFMV | 500400 | InvestmentsMortgageLoansEOYFMV |
| Total Assets BOY | 699056 | TotalAssetsBOY |
| Total Assets EOY | 699164 | TotalAssetsEOY |
| Total Assets EOYFMV | 1364578 | TotalAssetsEOYFMV |
| Mortgages And Notes Payable BOY | 490222 | MortgagesAndNotesPayableBOY |
| Mortgages And Notes Payable EOY | 477497 | MortgagesAndNotesPayableEOY |
| Total Liabilities BOY | 490222 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 477497 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 208834 | RetainedEarningsBOY |
| Retained Earnings EOY | 221667 | RetainedEarningsEOY |
| Total Net Assets BOY | 208834 | TotalNetAssetsBOY |
| Total Net Assets EOY | 221667 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 699056 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 699164 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 208834 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 12833 | ExcessOfRevenueOverExpenses |
| Subtotal | 221667 | Subtotal |
| Total Net Assets Fund Balances EOY | 221667 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 43673 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1286402 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.03395 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 83893 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 921766 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.09101 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 46695 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1085094 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.04303 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 36567 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 926229 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.03948 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 30424 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 869089 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.03501 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.24248 | TotalDistributionRatio |
| Average Distribution Ratio | 0.04850 | AverageDistributionRatio |
| Net Noncharitable Assets | 1325479 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 64280 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 108 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 64388 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 39512 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 217 | InvestmentIncomeExciseTax |
| Subtotal | 217 | Subtotal |
| Tax Based On Investment Income | 217 | TaxBasedOnInvestmentIncome |
| Tax Due | 217 | TaxDue |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | NY | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TARKY LOMBARDI JR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 3154420100 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 EAST GENESEE ST | AddressLine1 |
| City | SYRACUSE | City |
| State | NY | State |
| ZIP Code | 13210 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| MARIANNE LOMBARDI | ||||||
| 6248 STEINWAY DRIVE | JAMESVILLE | NY | 13078 | VP/TREAS/DIREC | 0.00 | 0 |
| TARKY LOMBARDI JR | ||||||
| 6248 STEINWAY DRIVE | JAMESVILLE | NY | 13078 | PRES/DIRECTOR | 0.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1345283 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 381 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1345664 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 1345664 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 20185 | CashDeemedCharitable |
| Net Noncharitable Assets | 1325479 | NetNoncharitableAssets |
| Minimum Investment Return | 66274 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 66274 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 217 | TaxBasedOnInvestmentIncome |
| Total Tax | 217 | TotalTax |
| Distributable Amount Before Adj | 66057 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 66057 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 66057 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 39512 | ExpensesAndContributions |
| Qualifying Distributions | 39512 | QualifyingDistributions |
| Adj Qualifying Distributions | 39512 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 66057 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year2 | 19017 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 19017 | TotalExcessDistriCarryover |
| Qualifying Distributions | 39512 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 39512 | AppliedToCurrentYear |
| Excess Distri Cyov App CY Corpus | 19017 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 19017 | ExcessDistriCyovAppliedCY |
| Undistributed Income CY | 7528 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | TARKY LOMBARDI JR | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | TARKY LOMBARDI JR | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 EAST GENESEE ST | AddressLine1 |
| City | SYRACUSE | City |
| State | NY | State |
| ZIP Code | 13202 | ZIPCode |
| 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. | FormAndInfoAndMaterials |
| Submission Deadlines | JUNE 30TH AND DECEMBER 31ST | SubmissionDeadlines |
| Restrictions On Awards | GENERALLY UNDER $10,000 | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| Miscellaneous | |||||||
| Genesee St | Dewitt | NY | 13214 | NONE | N/A | General Operations | $505 |
| NEW YORK HISTORICAL SOCIETY | |||||||
| 170 Central Park West | New York | NY | 10024 | N/A | N/A | GENERAL OPER EXPENSES. | $21,323 |
| SYRACUSE OPERA | |||||||
| 411 MONTGOMERY STREET | SYRACUSE | NY | 13202 | N/A | N/A | GENERAL OPER EXPENSES | $801 |
| SYRACUSE UNIVERSITY | |||||||
| SKYTOP OFFICES | SYRACUSE | NY | 13244 | NONE | N/A | GENERAL OPER EXPENSES | $16,883 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 39512 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 25912 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 25912 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 25912 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (2 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 4 | PROVIDES ADDITIONAL CASH FOR CHARITABLE CONTRIBUTIONS. |
| 3 | PROVIDES ADDITIONAL CASH FOR CHARITABLE CONTRIBUTIONS. |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | TARKY LOMBARDI JR | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6248 STEINWAY DRIVE | AddressLine1 |
| City | JAMESVILLE | City |
| State | NY | State |
| ZIP Code | 13078 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 41500 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | KRUTH STEIN SQUADRITO CPA'S | Category |
| Amount | $1,500 | Amount |
| Net Investment Income | 1500 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | LOOMIS BOND | NameOfBond |
| EOY Book Value | 88299 | EOYBookValue |
| EOYFMV | 94711 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (4 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 1344 SH ZIMMER HOLDINGS INC. | 3908 | 72146 |
| 11169 SHRS BANK OF NEW YORK | 28336 | 337304 |
| 13440 SHRS BRISTOL MYERS SQUIBB | 77117 | 355891 |
| 87 SHRS CHASE MANHATTAN | 669 | 3691 |
Mortgages And Notes Payable Sch MortgagesAndNotesPayableSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Mortgage | $477,497 | TotalMortgageAmount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| OFFICE EXPENSE | -29 | -29 |
| NYS DEPT OF LAW FILING FEE | 250 | 250 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | IRS 2009 990-PF | Category |
| Amount | $159 | Amount |
| Net Investment Income | 159 | NetInvestmentIncome |
Comments