THE RENEE AND CARL LANDEGGER FAMILY CHARITABLE TRUST: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
THE RENEE AND CARL LANDEGGER FAMILY CHARITABLE TRUST (EIN 13-7126904)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-14
IRS object ID
202203189349105165
Schema version
2021v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-11-14T15:12:56-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN222428965PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CITRIN COOPERMAN & COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1529 FIFTH AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100174683ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN137126904EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE RENEE & CARL LANDEGGER FAMILYBusinessNameLine1Txt
Business Name Line2CHARITABLE TRUSTBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlRENEBusinessNameControlTxt
Phone2128618223PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1215 EAST 72ND STREETAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10021ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCARL LANDEGGERPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone9145278256PhoneNum
Signature2021-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCARLPersonFirstNm
Person LastLANDEGGERPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMANNY DIAKOGEORGIOSPreparerPersonNm
PTINP00185410PTIN
Phone2126971000PhoneNum
Preparation2022-11-14PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$801,474FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$5InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$5InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$14,192DividendsRevAndExpnssAmt
Dividends Net Invst Incm$14,192DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$22,943NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$48,550GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$22,943CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$37,140TotalRevAndExpnssAmt
Total Net Invst Incm$37,140TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$30,713TaxesRevAndExpnssAmt
Taxes Net Invst Incm$277TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$8,340OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$39,053TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$277TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$60,700ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$60,700ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$99,753TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$277TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$60,700TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$62,613ExcessRevenueOverExpensesAmt
Net Investment Income$36,863NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$85,869SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$19,531SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$19,531SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$562,643CorporateStockBOYAmt
Corporate Stock EOY$566,368CorporateStockEOYAmt
Corporate Stock EOYFMV$781,943CorporateStockEOYFMVAmt
Total Assets BOY$648,512TotalAssetsBOYAmt
Total Assets EOY$585,899TotalAssetsEOYAmt
Total Assets EOYFMV$801,474TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$853,118CapitalStockBOYAmt
Capital Stock EOY$853,118CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$204,606RetainedEarningBOYAmt
Retained Earning EOY-$267,219RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$648,512TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$585,899TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$648,512TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$585,899TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$648,512TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$62,613ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$585,899SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$585,899TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyUBS A/C #1667PropertyDesc
Sold2021-12-31SoldDt
Gross Sales Price$48,550GrossSalesPriceAmt
Cost Or Other Basis$25,607CostOrOtherBasisAmt
Gain Or Loss$22,943GainOrLossAmt
Gains Minus Excess Or Losses$22,943GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$22,943CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$512InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$512SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$512TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$165EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$165TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$347TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCARL C LANDEGGERIndividualWithBooksNm
Phone9145278256PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1215 EAST 72ND STREETAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10021ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CARL C LANDEGGER
215 EAST 72ND STREETNEW YORKNY10021TRUSTEE1.00$0$0$0
RENEE LANDEGGER
215 EAST 72ND STREETNEW YORKNY10021TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$726,541AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$47,414AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$773,955TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$773,955AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$11,609CashDeemedCharitableAmt
Net Vl Noncharitable Assets$762,346NetVlNoncharitableAssetsAmt
Minimum Investment Return$38,117MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$38,117MinimumInvestmentReturnAmt
Tax Based On Investment Income$512TaxBasedOnInvestmentIncomeAmt
Total Tax$512TotalTaxAmt
Distributable Before Adj$37,605DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$37,605DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$37,605DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$60,700ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$60,700QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$37,605DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$5,054ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$9,854ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$9,513ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$32,792ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$6,246ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$63,459TotalExcessDistributionCyovAmt
Qualifying Distributions$60,700QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$37,605AppliedToCurrentYearAmt
Remaining Distri From Corpus$23,095RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$86,554TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$5,054ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$81,500ExcessDistriCyovToNextYrAmt
Excess From Year4$9,854ExcessFromYear4Amt
Excess From Year3$9,513ExcessFromYear3Amt
Excess From Year2$32,792ExcessFromYear2Amt
Excess From Year1$6,246ExcessFromYear1Amt
Excess From Current Year$23,095ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerCARL C LANDEGGERContributingManagerNm
Contributing ManagerRENEE LANDEGGERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ABRAHAM HOUSE
PO BOX 305BRONXNY10454NONEPCTO OTHER ORG. FOR MEDICAL, CHARITABLE, SCIENTIFIC, RELIGIOUS PURPOSES$1,000
AMERICAN RED CROSS
520 WEST 49TH STREETNEW YORKNY10019NONEPCSEE ABOVE$1,000
BALLET ARTS
130 W56TH ST 6NEW YORKNY10019NONEPCSEE ABOVE$1,000
CITIZENS COMMITTEE FOR CHILDREN
105 EAST 22ND STNEW YORKNY10010NONEPCSEE ABOVE$250
COUNCIL ON AGING
251 18TH STREET SOUTH SUITE 500ARLINGTONVA22202NONEPCSEE ABOVE$1,000
EMELIN THEATRE
153 LIBRARY LNMAMARONECKNY10543NONEPCSEE ABOVE$1,000
GEORGE MASON UNIVERSITY FDN
4400 UNIVERSITY DRIVE MS 143FAIRFAXVA22030NONEPCSEE ABOVE$1,000
GREGORIAN UNIV FOUNDATION
3220 N STREET NW STE 201WASHINGTONDC20007NONEPCSEE ABOVE$1,000
HEALTH ADVOCATES FOR OLDER PEOPLE
1233 SECOND AVENUENEW YORKNY10065NONEPCSEE ABOVE$500
HOLY FAMILY HOSPITAL OF BETHLEHEM FOUNDATION
2000 P STREET NW SUITE 310WASHINGTONDC20036NONEPCSEE ABOVE$6,000
LARCHMONT POLICE BENEVOLENT
120 LARCHMONT AVELARCHMONTNY10538NONEPCSEE ABOVE$500
LEARNING LIFE
181 EAST REED AVE SUITE 401ALEXANDRIAVA22305NONEPCSEE ABOVE$1,000
LENOX HILL NEIGHBORHOOD HOUSES
331 EAST 70TH STREETNEW YORKNY10021NONEPCSEE ABOVE$6,000
LIESL'S STUDENT OF THE YEAR
100 EAST END AVENEW YORKNY10028NONEPCSEE ABOVE$1,000
LOVE AND HOPE FOR LEON HAIT
1167 BAY ROADLAKE GEORGENY12845NONEPCSEE ABOVE$3,000
MAESTRA MUSIC INC
215 WEST 104TH ST 237NEW YORKNY10025NONEPCSEE ABOVE$1,000
MARBLE HOUSE PROJECT
1161 DORSET WEST ROADDORSETVT05251NONEPCSEE ABOVE$1,000
METROPOLITAN MUSEUM OF ART
1000 FIFTH AVENUENEW YORKNY10028NONEPCSEE ABOVE$600
NY FOUNDATION TO THE ARTS
20 JAY STREET SUITE 740BROOKLYNNY11201NONEPCSEE ABOVE$1,000
NY THEATER BARN
520 8TH AVE 331NEW YORKNY10018NONEPCSEE ABOVE$500
ONE LARCHMONT INC
MLB TAX LLC 1180 6TH AVE NO 865NEW YORKNY10036NONEPCSEE ABOVE$2,000
PARITY PRODUCTIONS INC
450 W 17TH ST APT 604NEW YORKNY10011NONEPCSEE ABOVE$500
PRIMARY PRODUCTIONS
227 W 17TH ST 3RD FLNEW YORKNY10011NONEPCSEE ABOVE$500
PRIMARY STAGES
307 WEST 38TH STREET SUITE 1510NEW YORKNY10018NONEPCSEE ABOVE$8,000
SAMARITAN FOUNDATION
25 CARMINE STREETNEW YORKNY10014NONEPCSEE ABOVE$1,000
SAY THE STUTTERING ASSOCIATION FOR THE YOUNG
247 WEST 37TH STREET 5TH FLOORNEW YORKNY10018NONEPCSEE ABOVE$1,000
SILVERMINE ARTS CENTER
1037 SILVERMINE ROADNEW CANAANCT06840NONEPCSEE ABOVE$1,000
SOS CHILDREN'S VILLAGES - USA
1001 CONNECTICUT AVE NW SUITE 1250WASHINGTONDC20036NONEPCSEE ABOVE$5,100
ST JOHN'S BREAD & LIFE PROGRAM
795 LEXINGTON AVEBROOKLYNNY11221NONEPCSEE ABOVE$1,000
THE AMERICAN DANCE MACHINE
45 E 80TH STREET 18BNEW YORKNY10075NONEPCSEE ABOVE$1,000
THE ELM PROJECT
88 HAMILTON AVESTAMFORDCT06902NONEPCSEE ABOVE$2,000
THE LILLYS ORGANIZATION
C/O WOMENS MEDIA CTR 320 W37STNEW YORKNY10018NONEPCSEE ABOVE$5,250
URYADI'S VILLAGE INC
PO BOX 1086SANDPOINTID83864NONEPCSEE ABOVE$2,000
US NEPAL CLIMBERS ASSOCIATION
89-04 34TH AVE 2QJACKSON HEIGHTSNY11372NONEPCSEE ABOVE$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$60,700TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$14,192ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$22,943ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$37,140ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$37,140TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionPURSUANT TO REG. 53.4942(A)-3(C)(2)(IV), THE ABOVE-REFERENCED FOUNDATION HEREBY ELECTS TO TREAT, AS A CURRENT DISTRIBUTION OUT OF CORPUS, THE FOLLOWING UNUSED PRIOR TAX YEARS' DISTRIBUTIONS THAT WERE TREATED AS CORPUS DISTRIBUTIONS UNDER REG. 53.4942(A)-3(D)(1)(III) IN SUCH PRIOR YEARS: TAX YEAR AMOUNT 2008 5,902. 2009 6,570. SIGNED: NAME: TITLE:ElectionDesc

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
SCHEDULE: CLOSED END FUNDS$69,503$53,579
SCHEDULE: COMMON STOCK$404,702$630,160
SCHEDULE: MUTUAL FUNDS$92,163$98,204

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOTHER INVESTMENT EXPENSESDesc
Revenue And Expenses Per Books$8,340RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID$277$277$0
NYS TAX$1,563$0$0
IRS$28,873$0$0

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.