THE RENEE AND CARL LANDEGGER FAMILY CHARITABLE TRUST: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE RENEE AND CARL LANDEGGER FAMILY CHARITABLE TRUST (EIN 13-7126904)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202423209349103547
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T12:54:57-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131971216 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSES & SCHREIBER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 HUNTINGTON QUADRANGLE STE 3N05 | AddressLine1Txt |
| City | MELVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 117474468 | 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 | 137126904 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RENEE & CARL LANDEGGER FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RENE | BusinessNameControlTxt |
| Phone | 2128618223 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 EAST 72ND STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10021 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RENEE LANDEGGER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5163527700 | PhoneNum |
| Signature | 2024-11-14 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARY E SCHREIBER CPA | PreparerPersonNm |
| PTIN | P01317843 | PTIN |
| Phone | 5163527700 | PhoneNum |
| Preparation | 2024-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $687,157 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $47 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $47 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $15,357 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,357 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $17,837 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $388,217 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $17,837 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $33,241 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $33,241 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $15,200 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $7 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $6,706 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,681 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $21,913 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,688 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $36,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $36,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $58,063 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,688 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $36,150 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$24,822 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $26,553 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | -$1 | CashEOYAmt |
| Sav And Temp Cash Invst BOY | $59,981 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $29,650 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $29,650 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $491,370 | CorporateStockBOYAmt |
| Corporate Stock EOY | $496,880 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $657,507 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $551,351 | TotalAssetsBOYAmt |
| Total Assets EOY | $526,529 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $687,157 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $853,118 | CapitalStockBOYAmt |
| Capital Stock EOY | $853,118 | CapitalStockEOYAmt |
| Retained Earning BOY | -$301,767 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$326,589 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $551,351 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $526,529 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $551,351 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $526,529 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $551,351 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$24,822 | ExcessRevenueOverExpensesAmt |
| Subtotal | $526,529 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $526,529 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (42 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ABBOTT LABS | P | 2023-03-09 | 2023-08-14 | $15,703 | $17,033 | -$1,330 | -$1,330 |
| VANGUARD DIVIDEND | P | 2022-11-09 | 2023-03-09 | $35,493 | $34,346 | $1,147 | $1,147 |
| MARSH & MCLENNAN | P | 2017-02-17 | 2023-03-09 | $11,053 | $4,977 | $6,076 | $6,076 |
| ABBVIE INC | P | 2023-03-09 | 2023-08-14 | $18,682 | $19,644 | -$962 | -$962 |
| ABBVIE INC COM | P | 2022-09-09 | 2023-10-30 | $143 | $140 | $3 | $3 |
| MCDONALDS CORP | P | 2017-02-17 | 2023-05-02 | $14,191 | $6,610 | $7,581 | $7,581 |
| AMER ELECTRIC POWER | P | 2023-09-09 | 2023-10-30 | $1,201 | $1,441 | -$240 | -$240 |
| AMER ELECTRIC POWER | P | 2019-09-10 | 2023-10-30 | $8,558 | $10,237 | -$1,679 | -$1,679 |
| PHILLIPS 66 | P | 2020-05-05 | 2023-08-15 | $4,175 | $2,939 | $1,236 | $1,236 |
| ANALOG DEVICES INC | P | 2023-03-09 | 2023-10-30 | $8,588 | $10,374 | -$1,786 | -$1,786 |
| AMGEN INC | P | 2022-03-23 | 2023-08-14 | $6,555 | $5,878 | $677 | $677 |
| PROCTER GAMBLE | P | 2019-02-04 | 2023-03-09 | $9,753 | $6,953 | $2,800 | $2,800 |
| BROADCOM INC | P | 2023-03-09 | 2023-08-15 | $2,530 | $1,924 | $606 | $606 |
| ANALOG DEVICES INC | P | 2022-03-23 | 2023-10-30 | $3,903 | $3,979 | -$76 | -$76 |
| RTX CORP | P | 2017-02-17 | 2023-08-15 | $9,716 | $8,452 | $1,264 | $1,264 |
| DISCOVER FINANCAL | P | 2023-03-09 | 2023-03-09 | $3,417 | $4,399 | -$982 | -$982 |
| BLACKROCK INC | P | 2017-02-17 | 2023-03-09 | $2,686 | $1,556 | $1,130 | $1,130 |
| TEXAS INSTRUMENTS | P | 2017-02-17 | 2023-03-09 | $3,549 | $1,522 | $2,027 | $2,027 |
| EOG RESOURCES INC | P | 2022-08-09 | 2023-03-09 | $3,405 | $3,144 | $261 | $261 |
| CHEVRON CORP | P | 2017-02-17 | 2023-03-09 | $12,338 | $9,068 | $3,270 | $3,270 |
| UNION PACIFIC CORP | P | 2017-02-17 | 2023-03-09 | $1,833 | $975 | $858 | $858 |
| EXXON MOBIL CORP | P | 2023-03-09 | 2023-10-30 | $19,401 | $20,501 | -$1,100 | -$1,100 |
| CISCO SYS INC | P | 2020-02-10 | 2023-03-09 | $7,472 | $6,821 | $651 | $651 |
| UNITED PARCEL SERVICES INC | P | 2022-08-09 | 2023-10-30 | $553 | $785 | -$232 | -$232 |
| HONEYWELL INTL INC | P | 2023-03-09 | 2023-10-30 | $8,965 | $9,841 | -$876 | -$876 |
| COCA COLA CO | P | 2017-02-17 | 2023-03-09 | $840 | $576 | $264 | $264 |
| ACCENTURE PLC IRELAND | P | 2017-02-17 | 2023-03-09 | $7,977 | $3,619 | $4,358 | $4,358 |
| ISHARES US AEROSPACE | P | 2023-09-27 | 2023-10-31 | $12,119 | $11,929 | $190 | $190 |
| DIAGEO PLC NEW | P | 2017-02-17 | 2023-03-09 | $5,132 | $3,436 | $1,696 | $1,696 |
| LINDE PLC | P | 2017-02-17 | 2023-05-02 | $16,970 | $7,846 | $9,124 | $9,124 |
| MORGAN STANLEY | P | 2023-03-09 | 2023-05-02 | $6,644 | $8,453 | -$1,809 | -$1,809 |
| EOG RESOURCES INC | P | 2022-08-09 | 2023-08-12 | $1,675 | $1,409 | $266 | $266 |
| MEDTRONIC PLC | P | 2017-02-17 | 2023-03-09 | $3,787 | $3,771 | $16 | $16 |
| PROLOGIS INC | P | 2023-03-09 | 2023-10-30 | $11,947 | $15,042 | -$3,095 | -$3,095 |
| HOME DEPOT INC | P | 2017-02-17 | 2023-03-09 | $11,742 | $5,682 | $6,060 | $6,060 |
| CHUBB LTD | P | 2017-02-17 | 2023-03-09 | $1,015 | $676 | $339 | $339 |
| RTX CORP | P | 2023-03-09 | 2023-09-27 | $4,096 | $5,493 | -$1,397 | -$1,397 |
| ISHARES EUROPE | P | 2017-07-07 | 2023-03-09 | $35,377 | $31,973 | $3,404 | $3,404 |
| STARBUCKS CORP | P | 2023-03-09 | 2023-10-30 | $14,769 | $16,381 | -$1,612 | -$1,612 |
| JOHNSON & JOHNSON | P | 2017-06-14 | 2023-05-02 | $14,204 | $11,968 | $2,236 | $2,236 |
| UNITED PARCEL SERVIES INC | P | 2023-03-09 | 2023-10-30 | $8,843 | $11,964 | -$3,121 | -$3,121 |
| KAYNE ANDERSON ENERTY | P | 2012-04-13 | 2023-03-09 | $16,099 | $36,623 | -$20,524 | -$20,524 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $17,837 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$16,106 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $369 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $369 | SubtotalAmt |
| Tax Based On Investment Income | $369 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $282 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $300 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $582 | TotalPaymentsAndCreditsAmt |
| Overpayment | $213 | OverpaymentAmt |
| Applied To ES Tax | $213 | AppliedToESTaxAmt |
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 |
| 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 |
| Individual With Books | RENEE LANDEGGER | IndividualWithBooksNm |
| Phone | 9145278256 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 EAST 72ND STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10021 | 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RENEE LANDEGGER | ||||||||
| 215 EAST 72ND STREET | NEW YORK | NY | 10021 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| CARL C LANDEGGER | ||||||||
| 215 EAST 72ND STREET | NEW YORK | NY | 10021 | TRUSTEE | 000.00 | $0 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $659,702 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $36,278 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $695,980 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $695,980 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,440 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $685,540 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $34,277 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $34,277 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $369 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $369 | TotalTaxAmt |
| Distributable Before Adj | $33,908 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $33,908 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $33,908 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $36,150 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $36,150 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $33,908 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $9,513 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $32,792 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $6,246 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $23,095 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $18,777 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $90,423 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $36,150 | QualifyingDistributionsAmt |
| Applied To Current Year | $33,908 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,242 | RemainingDistriFromCorpusAmt |
| Total Corpus | $92,665 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $9,513 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $83,152 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $32,792 | ExcessFromYear4Amt |
| Excess From Year3 | $6,246 | ExcessFromYear3Amt |
| Excess From Year2 | $23,095 | ExcessFromYear2Amt |
| Excess From Year1 | $18,777 | ExcessFromYear1Amt |
| Excess From Current Year | $2,242 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CARL C LANDEGGER | ContributingManagerNm |
| Contributing Manager | RENEE LANDEGGER | 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 | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| AMERICAN DISABILITY | |||||
| 950 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20530 | GENERAL DONATION | $3,000 |
| CCC FOR CHILDREN | |||||
| 14 WALL ST STE 4E | NEW YORK | NY | 10005 | GENERAL DONATION | $100 |
| MAESTRA MUSIC | |||||
| 215 WEST 104TH STREET 23 | NEW YORK | NY | 10025 | GENERAL DONATION | $500 |
| METROPOLITAN MUSEUM | |||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | GENERAL DONATION | $600 |
| PARITY PRODUCTIONS | |||||
| 450 WEST 17TH STREET 60 | NEW YORK | NY | 10011 | GENERAL DONATION | $2,000 |
| SAMARITAN DAY TOP VILLAGE | |||||
| 13802 QUEENS BLVD 4TH FL | BRIARWOOD | NY | 11435 | GENERAL DONATION | $1,000 |
| SOS CHILDRENS VILLAGE FLORIDA | |||||
| 3681 NW 59TH PLACE | COCONUT CREEK | FL | 33073 | GENERAL DONATION | $1,600 |
| THE ELM PROJECT | |||||
| 88 HAMILTON AVENUE | STAMFORD | CT | 06906 | GENERAL DONATION | $1,000 |
| TOM GOLD DANCE | |||||
| 51 WEST 81ST STREET 2CD | NEW YORK | NY | 10024 | GENERAL DONATION | $1,200 |
| COUNCIL OF THE AGING | |||||
| 251 18TH SOUTH ST STE 500 | ARLINGTON | VA | 22202 | GENERAL DONATION | $500 |
| FLINT PARK CONSERVANCY | |||||
| LOCUST AVE | LARCHMONT | NY | 10538 | GENERAL DONATION | $1,000 |
| HAITI NEW LIFE EVANGELICAL | |||||
| PO BOX 3001 | BOYSTON BEACH | FL | 33424 | GENERAL DONATION | $1,000 |
| JACQUE PEPPIN FOUNDATION | |||||
| PO BOX 28 | BARRINGTON | RI | 02806 | GENERAL DONATION | $1,000 |
| LEARNING LIFE | |||||
| WASHINGTON | WASHINGTON | DC | 20001 | GENERAL DONATION | $500 |
| LENOX HILL NEIGBORHOOD HOUSE | |||||
| 331 E 70TH ST | NEW YORK | NY | 10021 | GENERAL DONATION | $2,000 |
| NEW LIFE EVANGELICAL OF FLORIDA | |||||
| PO BOX 3001 | BOYSTON BEACH | FL | 33424 | GENERAL DONATION | $2,000 |
| PARTNERSHIP SCHOOLS | |||||
| 1011 1ST AVE | NEW YORK | NY | 10022 | GENERAL DONATION | $500 |
| PRIMARY STAGES | |||||
| 520 8TH AVE | NEW YORK | NY | 10018 | GENERAL DONATION | $500 |
| SPARK | |||||
| 239 DUKE ST STE 106 | NORFOLK | VA | 23510 | GENERAL DONATION | $250 |
| SUMMER SEARCH | |||||
| 1412 BROADWAY | NEW YORK | NY | 10018 | GENERAL DONATION | $1,000 |
| THE TEAM | |||||
| 138 SOUTH OXFORD ST | BROOKLYN | NY | 11217 | GENERAL DONATION | $2,000 |
| UNIVERSITY OF ALABAMA | |||||
| 711 CAPSTONE DR | TUSCALOOSA | AL | 35487 | GENERAL DONATION | $11,400 |
| URYANDI VILLAGES | |||||
| PO BOX 1086 | SANDPOINT | ID | 83864 | GENERAL DONATION | $1,000 |
| THEATRE BARN | |||||
| 520 8TH AVE STE 355 | NEW YORK | NY | 10018 | GENERAL DONATION | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $36,150 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $47 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,357 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $17,837 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $33,241 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $33,241 | TotalIncomeProducingActyAmt |
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 Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CLOSED END FUND | $138,520 | $155,405 |
| COMMON STOCK | $259,884 | $399,125 |
| MUTUAL FUNDS | $98,476 | $102,977 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| MANAGEMENT FEES | $6,681 | $6,681 |
| OTHER ITEMS | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $15,200 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $7 | Amt |
| Net Investment Income | $7 | NetInvestmentIncomeAmt |
Comments