LOMBARDO FOUNDATION INC CUMMINGS & LOCKWOOD J MUSICARO: Form 990PF, tax year 2023
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- Organization
- LOMBARDO FOUNDATION INC CUMMINGS & LOCKWOOD J MUSICARO (EIN 06-1512354)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-13
- IRS object ID
- 202401349349101850
- Schema version
- 2023v5.0
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-13T09:58:12-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873231666 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAMARONECK AVENUE SUITE 301 | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105281633 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061512354 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LOMBARDO FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O CUMMINGS & LOCKWOOD | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOMB | BusinessNameControlTxt |
| Phone | 2033271700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 STAMFORD PLAZA | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06904 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | COLLEEN LIEBRE | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 2033271700 | PhoneNum |
| Signature | 2024-05-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | COLLEEN | PersonFirstNm |
| Person Last | LIEBRE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH R BODAN TAX PARTNER | PreparerPersonNm |
| PTIN | P00365043 | PTIN |
| Phone | 9143818900 | PhoneNum |
| Preparation | 2024-05-03 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,609,340 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $136,310 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $136,310 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $80,949 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $378,997 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $80,949 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,008 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,008 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $218,267 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $218,267 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,180 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,590 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,590 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $51,673 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $51,673 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,044 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,044 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $23,172 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $887 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $22,285 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $89,069 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $63,194 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $25,875 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $253,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $253,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $342,269 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $63,194 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $279,075 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$124,002 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $155,073 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $22,214 | CashBOYAmt |
| Cash EOY | $27,270 | CashEOYAmt |
| Cash EOYFMV | $27,270 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,575,459 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $957,690 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $957,690 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,665,647 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,624,380 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,624,380 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $3,420 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,266,740 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,609,340 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,609,340 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,266,740 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,609,340 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,266,740 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,609,340 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,266,740 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,609,340 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,266,740 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$124,002 | ExcessRevenueOverExpensesAmt |
| Other Increases | $466,602 | OtherIncreasesAmt |
| Subtotal | $5,609,340 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,609,340 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (27 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| SOVOS BRANDS INC | 2023-09-14 | 2023-12-11 | $54,826 | $56,535 | -$1,709 | -$1,709 |
| VALVOLINE INC | 2022-07-14 | 2023-06-01 | $15,524 | $11,862 | $3,662 | $3,662 |
| IBERDROLA SA BILBAO | 2023-07-11 | 2023-08-02 | $330 | -$330 | -$330 | |
| IBERDROLA SA RTS | 2023-01-12 | 2023-02-06 | $190 | -$190 | -$190 | |
| AEROJET ROCKETDYNE HLDG INC | 2022-02-14 | 2023-08-01 | $31,900 | $20,518 | $11,382 | $11,382 |
| BAUSCH HEALTH COS INC | 2020-03-02 | 2023-11-10 | $3,415 | $11,181 | -$7,766 | -$7,766 |
| CARRIER GLOBAL CORP | 2020-04-08 | 2023-12-11 | $38,874 | $10,171 | $28,703 | $28,703 |
| CRANE NXT CO | 2020-03-20 | 2023-09-14 | $57,207 | $23,044 | $34,163 | $34,163 |
| CUTERA INC | 2020-04-17 | 2023-11-28 | $838 | $6,531 | -$5,693 | -$5,693 |
| DISH NETWORK CORP | 2019-12-19 | 2023-06-29 | $1,994 | $10,682 | -$8,688 | -$8,688 |
| MAPLE LEAF FOODS INC | 2019-10-31 | 2023-09-14 | $15,745 | $14,015 | $1,730 | $1,730 |
| MODINE MANUFACTURING CO | 2020-10-01 | 2023-12-11 | $32,854 | $5,794 | $27,060 | $27,060 |
| MUELLER INDUSTRIES INC | 2020-03-02 | 2023-06-28 | $43,426 | $17,887 | $25,539 | $25,539 |
| ORTHOFIX MEDICAL INC | 2019-10-29 | 2023-11-28 | $5,813 | $20,604 | -$14,791 | -$14,791 |
| SINCLAIR INC | 2021-01-19 | 2023-10-27 | $5,055 | $13,979 | -$8,924 | -$8,924 |
| STRATTEC SEC CORP | 2021-04-26 | 2023-09-14 | $4,881 | $9,699 | -$4,818 | -$4,818 |
| TELEPHONE & DATA SYS INC | 2020-04-07 | 2023-12-11 | $1,877 | $1,741 | $136 | $136 |
| TREDEGAR CORPORATION | 2021-06-18 | 2023-12-05 | $2,942 | $8,778 | -$5,836 | -$5,836 |
| WALGREENS BOOTS ALLIANCE INC | 2022-01-24 | 2023-04-17 | $7,092 | $10,255 | -$3,163 | -$3,163 |
| WARNER BROS DISCOVERY INC | 2020-03-02 | 2023-12-01 | $10,500 | $31,360 | -$20,860 | -$20,860 |
| AEROJET ROCKETDYNE HLDG INC | 2010-02-24 | 2023-08-01 | $26,100 | $1,959 | $24,141 | $24,141 |
| DISH NETWORK CORP | 2009-01-06 | 2023-06-29 | $1,329 | $2,442 | -$1,113 | -$1,113 |
| SENSIENT TECHNOLOGIES | 2001-03-06 | 2023-04-17 | $7,540 | $2,273 | $5,267 | $5,267 |
| TELEPHONE & DATA SYS INC | 1998-09-28 | 2023-12-11 | $3,754 | $3,345 | $409 | $409 |
| TREDEGAR CORPORATION | 2006-06-13 | 2023-12-05 | $981 | $2,873 | -$1,892 | -$1,892 |
| COMMUNICATIONS SYSTEM INC | 2023-10-06 | $1,250 | $1,250 | $1,250 | ||
| 8ALTABA INC | 2023-12-31 | $3,280 | $3,280 | $3,280 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $80,949 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,156 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,156 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,156 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,840 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,840 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $684 | OverpaymentAmt |
| Applied To ES Tax | $684 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CUMMINGS LOCKWOOD | IndividualWithBooksNm |
| Phone | 2033271700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 STAMFORD PLAZA | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06904 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| PHILIP J LOMBARDO | |||||||||
| C/O CITADEL COMMUNICATIONS CO LTD | 130 PONDFIELD RD | BRONXVILLE | NY | 10708 | CHAIRMAN | 1.00 | $0 | $0 | $0 |
| MARILYN A LOMBARDO | |||||||||
| C/O CITADEL COMMUNICATIONS CO LTD | 130 PONDFIELD RD | BRONXVILLE | NY | 10708 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DEAN P LOMBARDO | |||||||||
| C/O CITADEL COMMUNICATIONS CO LTD | 130 PONDFIELD RD | BRONXVILLE | NY | 10708 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JEFFREY J LOMBARDO | |||||||||
| C/O CITADEL COMMUNICATIONS CO LTD | 130 PONDFIELD RD | BRONXVILLE | NY | 10708 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,317,876 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $90,585 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,408,461 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,408,461 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $81,127 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,327,334 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $266,367 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $266,367 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,156 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,156 | TotalTaxAmt |
| Distributable Before Adj | $264,211 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $264,211 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $264,211 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $279,075 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $279,075 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $264,211 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $5,950 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $13,943 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $28 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $19,921 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $279,075 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $264,211 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $14,864 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $34,785 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $5,950 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $28,835 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $13,943 | ExcessFromYear4Amt |
| Excess From Year2 | $28 | ExcessFromYear2Amt |
| Excess From Current Year | $14,864 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PHILIP J LOMBARDO | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BROADCASTERS FOUNDATION INC | |||||||
| 125 W 55TH ST | NEW YORK | NY | 10019 | N/A | PUBLIC CHARITY | GENERAL CONTRIBUTION, UNRESTRICTED TO PURPOSE | $55,200 |
| BRONXVILLE WOMEN'S CLUB | |||||||
| 135 MIDLAND AVE | BRONXVILLE | NY | 10708 | N/A | PUBLIC CHARITY | GENERAL CONTRIBUTION, UNRESTRICTED TO PURPOSE | $2,000 |
| CHILDREN FIRST | |||||||
| 693 N POPE STREET | ATHENS | GA | 30601 | N/A | PUBLIC CHARITY | GENERAL CONTRIBUTION, UNRESTRICTED TO PURPOSE | $5,000 |
| CORAL RESTORATION FOUNDATION | |||||||
| 89111 OVERSEAS HWY | TAVERNIER | FL | 33070 | N/A | PUBLIC CHARITY | GENERAL CONTRIBUTION, UNRESTRICTED TO PURPOSE | $1,000 |
| HUMANE SOCIETY OF WESTCHESTER | |||||||
| 70 PORTMAN ROAD | NEW ROCHELLE | NY | 10801 | N/A | PUBLIC CHARITY | GENERAL CONTRIBUTION, UNRESTRICTED TO PURPOSE | $1,000 |
| JANSEN MEMORIAL HOSPICE | |||||||
| 670 WHITE PLAINS ROAD | SCARSDALE | NY | 10583 | N/A | PUBLIC CHARITY | GENERAL CONTRIBUTION, UNRESTRICTED TO PURPOSE | $5,000 |
| MARIA FARERI CHILDREN'S HOSPITAL | |||||||
| 100 WOODS ROAD | VALHALLA | NY | 10595 | N/A | PUBLIC CHARITY | GENERAL CONTRIBUTION, UNRESTRICTED TO PURPOSE | $1,000 |
| OPERATION SMILE | |||||||
| 3641 FACULTY BLVD | VIRGINIA BEACH | VA | 23453 | N/A | PUBLIC CHARITY | GENERAL CONTRIBUTION, UNRESTRICTED TO PURPOSE | $1,000 |
| OPHTHALMIC EDGE INC | |||||||
| 950 THIRD AVE | NEW YORK | NY | 10022 | N/A | PUBLIC CHARITY | GENERAL CONTRIBUTION, UNRESTRICTED TO PURPOSE | $5,000 |
| SACRED HEART UNIVERSITY | |||||||
| 5151 PARK AVE | FAIRFIELD | CT | 06825 | N/A | PUBLIC CHARITY | GENERAL CONTRIBUTION, UNRESTRICTED TO PURPOSE | $5,000 |
| SARASOTA BALLET | |||||||
| 5555 N TAMIAMI TRAIL | SARASOTA | FL | 34243 | N/A | PUBLIC CHARITY | GENERAL CONTRIBUTION, UNRESTRICTED TO PURPOSE | $60,000 |
| SARASOTA OPERA | |||||||
| 61 N PINEAPPLE AVE | SARASOTA | FL | 34236 | N/A | PUBLIC CHARITY | GENERAL CONTRIBUTION, UNRESTRICTED TO PURPOSE | $50,000 |
| SECOND HEART HOMES INC | |||||||
| PO BOX 3886 | SARASOTA | FL | 34230 | N/A | PUBLIC CHARITY | GENERAL CONTRIBUTION, UNRESTRICTED TO PURPOSE | $10,000 |
| SHRINERS HOSPITAL FOR CHILDREN | |||||||
| 2900 ROCKY POINT DRIVE | TAMPA | FL | 33607 | N/A | PUBLIC CHARITY | GENERAL CONTRIBUTION, UNRESTRICTED TO PURPOSE | $5,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | N/A | PUBLIC CHARITY | GENERAL CONTRIBUTION, UNRESTRICTED TO PURPOSE | $5,000 |
| WOUNDED WARRIOR PROJECT | |||||||
| 370 7TH AVE | NEW YORK | NY | 10001 | N/A | PUBLIC CHARITY | GENERAL CONTRIBUTION, UNRESTRICTED TO PURPOSE | $5,000 |
| COMMUNITY ACCESS TO ART | |||||||
| 420 STOCKBRIDGE RD | GREAT BARRINGTON | MA | 01230 | N/A | PUBLIC CHARITY | GENERAL CONTRIBUTION, UNRESTRICTED TO PURPOSE | $5,000 |
| JACQUES PEPIN FOUNDATION | |||||||
| PO BOX 28 | BARRINGTON | RI | 02806 | N/A | PUBLIC CHARITY | GENERAL CONTRIBUTION, UNRESTRICTED TO PURPOSE | $5,000 |
| ELDER SERVICES BERKSHIRE COUNTY | |||||||
| 877 SOUTH STREET | PITTSFIELD | MA | 01201 | N/A | PUBLIC CHARITY | GENERAL CONTRIBUTION, UNRESTRICTED TO PURPOSE | $2,000 |
| GOULD FARM | |||||||
| 100 GOULD RD | MONTEREY | MA | 01245 | N/A | PUBLIC CHARITY | GENERAL CONTRIBUTION, UNRESTRICTED TO PURPOSE | $5,000 |
| BERKSHIRE ART ASSOCIATION | |||||||
| PO BOX 385 | PITTSFIELD | MA | 01202 | N/A | PUBLIC CHARITY | GENERAL CONTRIBUTION, UNRESTRICTED TO PURPOSE | $5,000 |
| BERSKSHIRE HUMANE SOCIETY | |||||||
| 214 BARKER RD | PITTSFIELD | MA | 01201 | N/A | PUBLIC CHARITY | GENERAL CONTRIBUTION, UNRESTRICTED TO PURPOSE | $5,000 |
| BREAST CANCER RESEARCH FOUNDATION | |||||||
| 28 WEST 44TH STREET | NEW YORK | NY | 10036 | N/A | PUBLIC CHARITY | GENERAL CONTRIBUTION, UNRESTRICTED TO PURPOSE | $5,000 |
| LYMPHOMA RESEARCH FOUNDATION | |||||||
| 88 PINE STREET | NEW YORK | NY | 10005 | N/A | PUBLIC CHARITY | GENERAL CONTRIBUTION, UNRESTRICTED TO PURPOSE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $253,200 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $136,310 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,008 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $80,949 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $218,267 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $218,267 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4 | LineNumberTxt |
| Relationship Statement | INVESTMENT INCOME IS SOURCE OF FOUNDATION FUNDING FOR FUTURE GRANTS | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,180 | Amt |
| Net Investment Income | $3,590 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,590 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | ATTACHMENT B - CORPORATE STOCK | StockNm |
| EOY Book Value | $4,624,380 | EOYBookValueAmt |
| EOYFMV | $4,624,380 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESERVE FOR AUDIT & LEGAL | Desc |
| BOY Book Value | $3,420 | BOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ANNUAL FILING FEES | $479 | $0 | $479 |
| BANK FEES | $368 | $184 | $184 |
| MISCELLANEOUS | $1,406 | $703 | $703 |
| EVENT RELATED EXPENSES | $20,919 | $0 | $20,919 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| NONDIVIDEND DISTRIBUTIONS | $8 | $8 | $8 |
| OTHER MISC INCOME | $1,000 | $1,000 | $1,000 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS/LOSS ON INVESTMENTS | Desc |
| Amt | $466,602 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADMINISTRATION FEES-INVESTMENTS | CategoryTxt |
| Amt | $51,673 | Amt |
| Net Investment Income | $51,673 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,253 | $1,253 | $0 |
| EXCISE TAXES | $5,791 | $5,791 | $0 |