THE RENEE AND CARL LANDEGGER FAMILY CHARITABLE TRUST: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
THE RENEE AND CARL LANDEGGER FAMILY CHARITABLE TRUST (EIN 13-7126904)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-15
IRS object ID
202123199349108337
Schema version
2020v4.1
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)
Return2021-11-15T17:07:48-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

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 Begin2020-01-01TaxPeriodBeginDt

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
Signature2021-11-05SignatureDt
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
Preparation2021-11-10PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$751,587FMVAssetsEOYAmt
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$39InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$39InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$15,454DividendsRevAndExpnssAmt
Dividends Net Invst Incm$15,454DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,202NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$46,487GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,202CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$16,695TotalRevAndExpnssAmt
Total Net Invst Incm$16,695TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$9,716AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$4,790TaxesRevAndExpnssAmt
Taxes Net Invst Incm$353TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$7,322OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$21,828TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$353TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$41,370ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$41,370ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$63,198TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$353TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$41,370TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$46,503ExcessRevenueOverExpensesAmt
Net Investment Income$16,342NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$235,738SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$85,869SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$85,869SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$459,277CorporateStockBOYAmt
Corporate Stock EOY$562,643CorporateStockEOYAmt
Corporate Stock EOYFMV$665,718CorporateStockEOYFMVAmt
Total Assets BOY$695,015TotalAssetsBOYAmt
Total Assets EOY$648,512TotalAssetsEOYAmt
Total Assets EOYFMV$751,587TotalAssetsEOYFMVAmt
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-$158,103RetainedEarningBOYAmt
Retained Earning EOY-$204,606RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$695,015TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$648,512TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$695,015TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$648,512TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$695,015TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$46,503ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$648,512SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$648,512TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
UBS # 1667 - SEE ATTACHED2019-12-302020-05-05$4,890$6,218-$1,328-$1,328
UBS # 1667 - SEE ATTACHED2017-02-172020-04-17$41,597$39,067$2,530$2,530
FieldValueIRS element (for citing)
Capital Gain Net Income$1,202CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$227InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$227SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$227TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$392EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$392TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$165OverpaymentAmt
Applied To ES Tax$165AppliedToESTaxAmt
Refund$0RefundAmt

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$599,588AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$118,198AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$717,786TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$717,786AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$10,767CashDeemedCharitableAmt
Net Vl Noncharitable Assets$707,019NetVlNoncharitableAssetsAmt
Minimum Investment Return$35,351MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$35,351MinimumInvestmentReturnAmt
Tax Based On Investment Income$227TaxBasedOnInvestmentIncomeAmt
Total Tax$227TotalTaxAmt
Distributable Before Adj$35,124DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$35,124DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$35,124DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$41,370ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$41,370QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$41,370AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$35,124DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,937ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$5,054ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$9,854ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$9,513ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$32,792ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$59,150TotalExcessDistributionCyovAmt
Qualifying Distributions$41,370QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$35,124AppliedToCurrentYearAmt
Remaining Distri From Corpus$6,246RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$65,396TotalCorpusAmt
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$1,937ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$63,459ExcessDistriCyovToNextYrAmt
Excess From Year4$5,054ExcessFromYear4Amt
Excess From Year3$9,854ExcessFromYear3Amt
Excess From Year2$9,513ExcessFromYear2Amt
Excess From Year1$32,792ExcessFromYear1Amt
Excess From Current Year$6,246ExcessFromCurrentYearAmt

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 (26 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2TxtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
ANGELS IN THE NIGHT
221 E 2ND STNEW YORKNY85260NONEPCTO OTHER ORG. FOR MEDICAL, CHARITABLE, SCIENTIFIC, RELIGIOUS PURPOSES$250
BOSTON BALLET
19 CLARENDON STREETBOSTONMA02116NONEPCTO OTHER ORG. FOR MEDICAL, CHARITABLE, SCIENTIFIC, RELIGIOUS PURPOSES$180
CATHOLIC CHARITIES ARCHDIOCESE OF NY
1011 FIRST AVENEW YORKNY10022NONEPCSEE ABOVE$6,000
FRIENDS OF LARCHMONT PARKS
PO BOX 522LARCHMONTHNY10538NONEPCSEE ABOVE$500
H UND UNITED NATIONS
1775 K ST NWWASHINGTONDC20006NONEPCSEE ABOVE$790
HONEST REPORTING
165 EAST 56TH STREET 2ND FLOORNEW YORKNY10022NONEPCSEE ABOVE$500
LARCHMONT HISTORICAL SOCIETY
740 W BOSTON POST RD MAMARONECKLARCHMONTNY10543NONEPCSEE ABOVE$1,500TOWN CENTER
LENOX HILL NEIGHBORHOOD HOUSES
331 EAST 70TH STREETNEW YORKNY10021NONEPCSEE ABOVE$2,000
MAESTRA MUSIC INC
13801 VENTURA BLVDSHERMAN OAKSCA91423NONEPCSEE ABOVE$1,000
NOOR THEATER
PO BOX 1063NEW YORKNY10276NONEPCSEE ABOVE$1,500
NY FOUNDATION TO THE ARTS
20 JAY STREET SUITE 740BROOKLYNNY11201NONEPCSEE ABOVE$1,000
PRIMARY STAGES
307 WEST 38TH STREET SUITE 1510NEW YORKNY10018NONEPCSEE ABOVE$1,000
RED CROSS AUSTRALIA
NONEPCSEE ABOVE$1,0001 CANNING STREETROCKHAMPTONASQLD 4700
SAMARITAN FOUNDATION
25 CARMINE STREETNEW YORKNY10014NONEPCSEE ABOVE$2,000
SAY THE STUTTERING ASSOCIATION FOR THE YOUNG
247 WEST 37TH STREET 5TH FLOORNEW YORKNY10018NONEPCSEE ABOVE$500
SILVERMINE ARTS CENTER
1037 SILVERMINE ROADNEW CANAANCT06840NONEPCSEE ABOVE$1,000
SOS CHILDREN'S VILLAGES - USA
1001 CONNECTICUT AVE NW SUITE 1250WASHINGTONDC20036NONEPCSEE ABOVE$3,900
SPACE ON RYDER FARM
PO BOX 699NEW YORKNY10013NONEPCSEE ABOVE$500
STUDENT SPONSOR PARTNERS
132 EAST 43RD STREET SUITE 429NEW YORKNY10017NONEPCSEE ABOVE$1,000
THE GUIDANCE CENTER OF WESTCHESTER
256 WASHINGTON STREETMOUNT VERNONNY10553NONEPCSEE ABOVE$500
THE JOYCE THEATER
175 EIGHTH AVENUENEW YORKNY10011NONEPCSEE ABOVE$250
THE LILLYS ORGANIZATION
C/O WOMENS MEDIA CTR 320 W37STNEW YORKNY10018NONEPCSEE ABOVE$10,000
THE NIAGARA GIVING FOUNDATION
726 EXCHANGE ST 701BUFFALONY14210NONEPCSEE ABOVE$1,000
THE TEAM
138 SOUTH OXFORD STREET SUITE 1CBROOKLYNNY11217NONEPCSEE ABOVE$500
TOM GOLD DANCE FOUNDATION
51 WEST 81ST ST APT 2LNEW YORKNY10024NONEPCSEE ABOVE$2,500
VIENNESE OPERA BALL
575 MADISON AVENEW YORKNY10022NONEPCSEE ABOVE$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$41,370TotalGrantOrContriPdDurYrAmt
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$39ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$15,454ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,202ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$16,695ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$16,695TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING & TAX PREPARATIONCategoryTxt
Amt$9,716Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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$70,974$45,184
SCHEDULE: COMMON STOCK$399,977$525,495
SCHEDULE: MUTUAL FUNDS$91,692$95,039

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
LAW JOURNAL AD$160$0$0
NY DEPT OF LAW FEE$100$0$0
OTHER INVESTMENT EXPENSES$7,062$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID$353$353$0
NYS TAX$4,437$0$0

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