THE RENEE AND CARL LANDEGGER FAMILY CHARITABLE TRUST: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE RENEE AND CARL LANDEGGER FAMILY CHARITABLE TRUST (EIN 13-7126904)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202013219349103586
- Schema version
- 2019v5.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Applied To Prior Year Election
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T13:17:05-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222428965 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 529 FIFTH AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100174683 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | 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 | CARL LANDEGGER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9145278256 | PhoneNum |
| Signature | 2020-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MANNY DIAKOGEORGIOS | PreparerPersonNm |
| PTIN | P00185410 | PTIN |
| Phone | 2126971000 | PhoneNum |
| Preparation | 2020-11-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.176.99.236 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-12 | IPDt |
| IP Tm | 11:49:45 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D2A5A37D47CD0DF9FE4448F4B7CC22AC2C010455 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $785,056 | 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 | $103 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $103 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $12,475 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,475 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $20,050 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $161,840 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $20,050 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $32,628 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $32,628 | 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 | $9,120 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $768 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $295 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,493 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,381 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $295 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $57,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $57,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $73,781 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $295 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $57,400 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$41,153 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $32,333 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $20,431 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $235,738 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $235,738 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $565,441 | CorporateStockBOYAmt |
| Corporate Stock EOY | $459,277 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $549,318 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $87,932 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $673,804 | TotalAssetsBOYAmt |
| Total Assets EOY | $695,015 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $785,056 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| 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 |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$179,314 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$158,103 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $673,804 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $695,015 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $673,804 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $695,015 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $673,804 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$41,153 | ExcessRevenueOverExpensesAmt |
| Other Increases | $62,364 | OtherIncreasesAmt |
| Subtotal | $695,015 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $695,015 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| UBS # 1667 - SEE ATTACHED | 2018-01-01 | 2019-12-31 | $147,508 | $123,252 | $24,256 | $24,256 | |
| UBS # 1667 - SEE ATTACHED | 2018-01-01 | 2019-12-31 | $14,040 | $18,538 | -$4,498 | -$4,498 | |
| CAPITAL GAINS DIVIDENDS | $292 | $292 | $292 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $20,050 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $45,746 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $733,224 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.062390 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $46,603 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $748,656 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.062249 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $42,784 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $760,649 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.056247 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $42,900 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $829,625 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051710 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $31,850 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $889,807 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.035794 | DistributionYr5Rt |
| Total Distribution | 0.268390 | TotalDistributionRt |
| Average Distribution | 0.053678 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $705,656 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $37,878 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $323 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $38,201 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $57,400 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $323 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $323 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $323 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $715 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $715 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $392 | OverpaymentAmt |
| Applied To ES Tax | $392 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | 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 | CARL C 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 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| CARL C LANDEGGER | ||||||||
| 215 EAST 72ND STREET | NEW YORK | NY | 10021 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| RENEE 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 |
| 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 | $652,692 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $63,710 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $716,402 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $716,402 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,746 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $705,656 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $35,283 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $35,283 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $323 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $10,352 | IncomeTaxAmt |
| Total Tax | $10,675 | TotalTaxAmt |
| Distributable Before Adj | $24,608 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $24,608 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $24,608 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $57,400 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $57,400 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $323 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $57,077 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $24,608 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $1,937 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,054 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $9,854 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $9,513 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $26,358 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $57,400 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $24,608 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $32,792 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $59,150 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $59,150 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,937 | ExcessFromYear4Amt |
| Excess From Year3 | $5,054 | ExcessFromYear3Amt |
| Excess From Year2 | $9,854 | ExcessFromYear2Amt |
| Excess From Year1 | $9,513 | ExcessFromYear1Amt |
| Excess From Current Year | $32,792 | 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 (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABRAHAM HOUSE | |||||||
| PO BOX 305 | BRONX | NY | 10454 | NONE | PC | TO OTHER ORG. FOR MEDICAL, CHARITABLE, SCIENTIFIC, RELIGIOUS PURPOSES | $1,000 |
| ALZHEIMER TX | |||||||
| 225 N MICHIGAN AVE FL 17 | CHICAGO | IL | 60601 | NONE | PC | SEE ABOVE | $100 |
| BERKSHIRE PLACE | |||||||
| 290 SOUTH STREET | PITTSFIELD | MA | 01201 | NONE | PC | SEE ABOVE | $250 |
| CITIZENS COMMITTEE FOR CHILDREN | |||||||
| 105 EAST 22ND ST | NEW YORK | NY | 10010 | NONE | PC | SEE ABOVE | $250 |
| CORPUS CHRISTI SCHOOL | |||||||
| 535 WEST 121 ST | NEW YORK | NY | 10027 | NONE | PC | SEE ABOVE | $800 |
| GIRLS ON THE RUN DC | |||||||
| 1211 CONNECTICUT AVENUE NW | WASHINGTON | DC | 20036 | NONE | PC | SEE ABOVE | $100 |
| HEALTH ADVOCATES FOR OLDER PEOPLE | |||||||
| 1233 SECOND AVENUE | NEW YORK | NY | 10065 | NONE | PC | SEE ABOVE | $500 |
| LENOX HILL NEIGHBORHOOD HOUSES | |||||||
| 331 EAST 70TH STREET | NEW YORK | NY | 10021 | NONE | PC | SEE ABOVE | $7,500 |
| MAESTRA MUSIC INC | |||||||
| 13801 VENTURA BLVD | SHERMAN OAKS | CA | 91423 | NONE | PC | SEE ABOVE | $1,000 |
| MARBLE HOUSE PROJECT | |||||||
| 1161 DORSET WEST ROAD | DORSET | VT | 05251 | NONE | PC | SEE ABOVE | $500 |
| METROPOLITAN MUSEUM OF ART | |||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | NONE | PC | SEE ABOVE | $600 |
| NY FOUNDATION TO THE ARTS | |||||||
| 20 JAY STREET SUITE 740 | BROOKLYN | NY | 11201 | NONE | PC | SEE ABOVE | $10,000 |
| NY WOMENS FOUNDATION | |||||||
| 434 WEST 33 ST | NEW YORK | NY | 10001 | NONE | PC | SEE ABOVE | $2,500 |
| PARITY PRODUCTIONS INC | |||||||
| 450 W 17TH ST APT 604 | NEW YORK | NY | 10011 | NONE | PC | SEE ABOVE | $250 |
| PRIMARY STAGES | |||||||
| 307 WEST 38TH STREET SUITE 1510 | NEW YORK | NY | 10018 | NONE | PC | SEE ABOVE | $10,300 |
| PUBLICOLOR | |||||||
| 149 MADISON AVENUE | NEW YORK | NY | 10022 | NONE | PC | SEE ABOVE | $500 |
| REFUSHE | |||||||
| 1111 N WELLS ST SUITE 307 | CHICAGO | IL | 60610 | NONE | PC | SEE ABOVE | $1,500 |
| SAY THE STUTTERING ASSOCIATION FOR THE YOUNG | |||||||
| 247 WEST 37TH STREET 5TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | SEE ABOVE | $1,350 |
| SOS CHILDREN'S VILLAGES - USA | |||||||
| 1001 CONNECTICUT AVE NW SUITE 1250 | WASHINGTON | DC | 20036 | NONE | PC | SEE ABOVE | $1,000 |
| SPACE ON RYDER FARM | |||||||
| PO BOX 699 | NEW YORK | NY | 10013 | NONE | PC | SEE ABOVE | $1,500 |
| ST LABRE INDIAN SCHOOL | |||||||
| 1000 TONGUE RIVER ROAD | ASHLAND | MT | 59003 | NONE | PC | SEE ABOVE | $250 |
| THE ARC WESTCHESTER FOUNDATION | |||||||
| 265 SAW MILL RIVER ROAD | HAWTHORNE | NY | 10532 | NONE | PC | SEE ABOVE | $2,000 |
| THE JOYCE THEATER | |||||||
| 175 EIGHTH AVENUE | NEW YORK | NY | 10011 | NONE | PC | SEE ABOVE | $100 |
| THE KAILASH SATYARTHI CHILDREN'S FOUNDATION | |||||||
| 1440 G STREET NW | WASHINGTON | DC | 20005 | NONE | PC | SEE ABOVE | $1,000 |
| THE LILLYS ORGANIZATION | |||||||
| C/O WOMENS MEDIA CTR 320 W37ST | NEW YORK | NY | 10018 | NONE | PC | SEE ABOVE | $8,000 |
| THE LORD'S PLACE | |||||||
| 2808 N AUSTRALIAN AVE | WEST PALM BEACH | FL | 33407 | NONE | PC | SEE ABOVE | $300 |
| THE NY CONSERVATORY OF MUSIC | |||||||
| 321 EAST 69TH STREET | NEW YORK | NY | 10021 | NONE | PC | SEE ABOVE | $1,000 |
| THE TEAM | |||||||
| 138 SOUTH OXFORD STREET SUITE 1C | BROOKLYN | NY | 11217 | NONE | PC | SEE ABOVE | $2,250 |
| TOM GOLD DANCE FOUNDATION | |||||||
| 51 WEST 81ST ST APT 2L | NEW YORK | NY | 10024 | NONE | PC | SEE ABOVE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $57,400 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $103 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,475 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $20,050 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $32,628 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $32,628 | TotalIncomeProducingActyAmt |
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 & TAX PREPARATION | CategoryTxt |
| Amt | $9,120 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT 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)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SCHEDULE: CLOSED END FUNDS | $73,589 | $59,343 |
| SCHEDULE: COMMON STOCK | $297,042 | $399,914 |
| SCHEDULE: MUTUAL FUNDS | $88,646 | $90,061 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LAW JOURNAL AD | $160 | $0 | $0 |
| NY DEPT OF LAW FEE | $250 | $0 | $0 |
| OTHER INVESTMENT EXPENSES | $6,083 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PASSTHROUGH INCOME FROM PRPG HAVILAND GATES INVESTORS II LLC | Desc |
| Amt | $62,364 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $473 | $0 | $0 |
| FOREIGN TAXES PAID | $295 | $295 | $0 |
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