THE RENEE AND CARL LANDEGGER FAMILY CHARITABLE TRUST: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE RENEE AND CARL LANDEGGER FAMILY CHARITABLE TRUST (EIN 13-7126904)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-08
- IRS object ID
- 202333129349100108
- Schema version
- 2022v5.0
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-08T09:01:22-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RENEE | PersonFirstNm |
| Person Last | LANDEGGER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| 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 | 2023-11-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $678,887 | 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 | $66 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $66 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $16,347 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,347 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,506 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $184,501 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,506 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $22,919 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $22,919 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $9,990 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $535 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $285 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $8,847 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,938 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $19,372 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,223 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $54,910 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $54,910 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $74,282 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,223 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $54,910 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$51,363 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $15,696 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $19,531 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $59,981 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $59,981 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $566,368 | CorporateStockBOYAmt |
| Corporate Stock EOY | $491,370 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $618,906 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $585,899 | TotalAssetsBOYAmt |
| Total Assets EOY | $551,351 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $678,887 | 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 | -$267,219 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$301,767 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $585,899 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $551,351 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $585,899 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $551,351 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $585,899 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$51,363 | ExcessRevenueOverExpensesAmt |
| Other Increases | $17,162 | OtherIncreasesAmt |
| Subtotal | $551,698 | SubtotalAmt |
| Other Decreases | $347 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $551,351 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 20 SHS BROADCOM INC | P | 2021-12-23 | 2022-11-09 | $9,421 | $13,366 | -$3,945 | -$3,945 |
| 50 SHS ROCKWELL AUTOMATION | P | 2022-06-10 | $10,585 | $8,084 | $2,501 | $2,501 | |
| 186 SHS COMCAST CORP NEW | P | 2022-08-09 | 2022-11-09 | $5,866 | $7,105 | -$1,239 | -$1,239 |
| 176 SHS TRUIST FINL CORP | P | 2022-11-09 | $7,515 | $9,100 | -$1,585 | -$1,585 | |
| 100 SHS DISCOVER FINANCIAL | P | 2022-03-23 | 2022-11-09 | $10,070 | $11,045 | -$975 | -$975 |
| 60 SHS VF CORP COMMON STOCK | P | 2017-02-17 | 2022-03-23 | $3,338 | $2,929 | $409 | $409 |
| 80 SHS MORGAN STANLEY | P | 2021-12-23 | 2022-06-27 | $6,201 | $7,964 | -$1,763 | -$1,763 |
| 140 SHS VF CORP COMMON STOCK | P | 2022-03-23 | $6,660 | $8,461 | -$1,801 | -$1,801 | |
| 193 SHS FINANCIAL SELECT SECTOR | P | 2022-06-27 | 2022-08-09 | $6,520 | $6,220 | $300 | $300 |
| 47 SHS MEDTRONIC PLC | P | 2017-02-17 | 2022-08-09 | $4,376 | $3,692 | $684 | $684 |
| 80 SHS STARBUCKS CORP | P | 2021-12-23 | 2022-11-09 | $7,351 | $9,003 | -$1,652 | -$1,652 |
| 57 SHS MEDTRONIC PLC | P | 2022-11-09 | $4,577 | $6,388 | -$1,811 | -$1,811 | |
| 290 SHS COMCAST CORP | P | 2022-06-10 | $12,123 | $11,196 | $927 | $927 | |
| 30 SHS CHUBB LTD | P | 2017-02-17 | 2022-08-09 | $5,682 | $4,058 | $1,624 | $1,624 |
| 191 CISCO SYS INC | P | 2020-02-10 | 2022-08-09 | $8,587 | $9,306 | -$719 | -$719 |
| 136 SHS COCA COLA CO COM | P | 2017-02-17 | 2022-08-09 | $8,581 | $5,600 | $2,981 | $2,981 |
| 102 SHS CRANE CO | P | 2017-02-17 | 2022-03-23 | $10,994 | $7,487 | $3,507 | $3,507 |
| 53 SHS JP MORGAN CHASE & CO | P | 2018-10-09 | 2022-08-09 | $6,356 | $6,088 | $268 | $268 |
| 31 SHS JOHNSON JOHNSON COM | P | 2017-06-14 | 2022-03-23 | $5,418 | $4,115 | $1,303 | $1,303 |
| 45 SHS LOCKHEED MARTIN CORP | P | 2022-02-24 | $17,696 | $14,713 | $2,983 | $2,983 | |
| 245 SHS NOVARTIS AG SPON | P | 2022-03-23 | $21,000 | $19,786 | $1,214 | $1,214 | |
| 33 SHS REPUBLIC SERVICES INC | P | 2018-06-12 | 2022-08-09 | $4,716 | $2,289 | $2,427 | $2,427 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,506 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$9,274 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $218 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $218 | SubtotalAmt |
| Tax Based On Investment Income | $218 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $500 | TotalPaymentsAndCreditsAmt |
| Overpayment | $282 | OverpaymentAmt |
| Applied To ES Tax | $282 | 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 | 1.00 | $0 | $0 | $0 |
| CARL C LANDEGGER | ||||||||
| 215 EAST 72ND STREET | NEW YORK | NY | 10021 | TRUSTEE | 1.00 | $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 | $698,041 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $40,043 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $738,084 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $738,084 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,071 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $727,013 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $36,351 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $36,351 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $218 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $218 | TotalTaxAmt |
| Distributable Before Adj | $36,133 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $36,133 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $36,133 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $54,910 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $54,910 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $36,133 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $9,854 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $9,513 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $32,792 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,246 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $23,095 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $81,500 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $54,910 | QualifyingDistributionsAmt |
| Applied To Current Year | $36,133 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $18,777 | RemainingDistriFromCorpusAmt |
| Total Corpus | $100,277 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $9,854 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $90,423 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $9,513 | ExcessFromYear4Amt |
| Excess From Year3 | $32,792 | ExcessFromYear3Amt |
| Excess From Year2 | $6,246 | ExcessFromYear2Amt |
| Excess From Year1 | $23,095 | ExcessFromYear1Amt |
| Excess From Current Year | $18,777 | 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 (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| 24 HOUR PLAYS | |||||
| 424 WEST 44TH STREET | NEW YORK | NY | 10036 | GENERAL DONATION | $1,000 |
| ABRAHAM HOUSE | |||||
| 340 WILLIS AVENUE | BRONX | NY | 10454 | GENERAL DONATION | $1,000 |
| JAYSHON BYERS | |||||
| 524 W 59TH STREET | NEW YORK | NY | 10019 | GENERAL DONATION | $4,750 |
| GIRLS INC OF WESTCHESTER | |||||
| 901 NORTH BROADWAY SUITE | WHITE PLAINS | NY | 10603 | GENERAL DONATION | $1,000 |
| THE JUNIOR ASSEMBLY COTILLION | |||||
| 211 E FRANKLIN ST | RICHMOND | VA | 23219 | GENERAL DONATION | $12,000 |
| THE ELM PROJECT | |||||
| 88 HAMILTON AVENUE | STAMFORD | CT | 06906 | GENERAL DONATION | $160 |
| THE LILYS | |||||
| 1501 BROADWAY SUITE 701 | NEW YORK | NY | 10036 | GENERAL DONATION | $1,000 |
| MAESTRA MUSIC | |||||
| 215 WEST 104TH STREET 23 | NEW YORK | NY | 10025 | GENERAL DONATION | $1,000 |
| MAHAIW PERFORMANCE ARTS | |||||
| 244 MAIN ST 2ND FLOOR | GREAT BARRINGTON | MA | 01230 | GENERAL DONATION | $500 |
| MARBLE HOUSE PROJECT | |||||
| 1161 DORSET WEST ROAD | DORSET | VT | 05251 | GENERAL DONATION | $1,500 |
| METROPOLITAN MUSEUM | |||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | GENERAL DONATION | $600 |
| THE NATIONAL COUNCIL ON AGING | |||||
| 251 18TH STREET SOUTH SUI | ARLINGTON | VA | 22202 | GENERAL DONATION | $1,000 |
| NATIONAL FEDERATION FOR CATHOLIC | |||||
| 415 MICHIGAN AVE NE SUITE | WASHINGTON | DC | 20017 | GENERAL DONATION | $10,000 |
| NEW YORK CITY CENTER | |||||
| 131 W 55TH STREET | NEW YORK | NY | 10019 | GENERAL DONATION | $10,000 |
| NOOR THEATRE COMPANY | |||||
| PO BOX 1063 | NEW YORK | NY | 10276 | GENERAL DONATION | $500 |
| PARITY PRODUCTIONS | |||||
| 450 WEST 17TH STREET 60 | NEW YORK | NY | 10011 | GENERAL DONATION | $3,500 |
| 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 | $1,100 |
| THE STUTTERING ASSOCIATION | |||||
| 333 WEST 39TH STREET 604 | NEW YORK | NY | 10018 | GENERAL DONATION | $1,000 |
| TOM GOLD DANCE | |||||
| 51 WEST 81ST STREET 2CD | NEW YORK | NY | 10024 | GENERAL DONATION | $2,200 |
| THOMAS MERTON CENTER | |||||
| 43 MADISON AVENUE | BRIDGEPORT | CT | 06604 | GENERAL DONATION | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $54,910 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $66 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,347 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,506 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $22,919 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $22,919 | 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 | $102,942 | $83,761 |
| COMMON STOCK | $294,201 | $439,653 |
| MUTUAL FUNDS | $94,227 | $95,492 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX | Desc |
| Amt | $347 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| MANAGEMENT FEES | $6,938 | $6,938 |
| OTHER ITEMS | $1,909 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| IRS REFUND CHECK | $16,948 |
| PRPG HAVILAND GATES LLC | $214 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEE | CategoryTxt |
| Amt | $9,990 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| NYS TAX | $250 | |
| FOREIGN TAX PAID | $285 | $285 |
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