THE RENEE AND CARL LANDEGGER FAMILY CHARITABLE TRUST: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
THE RENEE AND CARL LANDEGGER FAMILY CHARITABLE TRUST (EIN 13-7126904)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-11
IRS object ID
201913159349100631
Schema version
2018v3.1
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)
Return2019-11-11T13:43:23-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Begin2018-01-01TaxPeriodBeginDt

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
Signature2019-11-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMANNY DIAKOGEORGIOSPreparerPersonNm
PTINP00185410PTIN
Phone2126971000PhoneNum
Preparation2019-11-07PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address38.108.113.34IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-08IPDt
IP Tm10:55:21IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id8C8228475C01C920D0B7F882FED5E437DF833233AtSubmissionCreationDeviceId
At Submission Filing Device Id8518E6C735D856A22A8E543F0FB0A5206ABBE053AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$662,972FMVAssetsEOYAmt
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$212InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$212InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$18,160DividendsRevAndExpnssAmt
Dividends Net Invst Incm$18,160DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$3,344NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$65,268GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,344CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$21,716TotalRevAndExpnssAmt
Total Net Invst Incm$21,716TotalNetInvstIncmAmt
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$6,600AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$742TaxesRevAndExpnssAmt
Taxes Net Invst Incm$269TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$10,280OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$17,622TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$269TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$45,960ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$45,960ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$63,582TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$269TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$45,960TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$41,866ExcessRevenueOverExpensesAmt
Net Investment Income$21,447NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$112,048SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$20,431SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$20,431SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers BOY$2,000RcvblFromOfficersBOYAmt
Corporate Stock BOY$513,690CorporateStockBOYAmt
Corporate Stock EOY$565,441CorporateStockEOYAmt
Corporate Stock EOYFMV$554,609CorporateStockEOYFMVAmt
Other Investments BOY$91,692OtherInvestmentsBOYAmt
Other Investments EOY$87,932OtherInvestmentsEOYAmt
Other Investments EOYFMV$87,932OtherInvestmentsEOYFMVAmt
Total Assets BOY$719,430TotalAssetsBOYAmt
Total Assets EOY$673,804TotalAssetsEOYAmt
Total Assets EOYFMV$662,972TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
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-$133,688RetainedEarningBOYAmt
Retained Earning EOY-$179,314RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$719,430TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$673,804TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$719,430TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$673,804TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$719,430TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$41,866ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$677,564SubtotalAmt
Other Decreases$3,760OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$673,804TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
UBS FINANCIAL SERVICES ST - SEE ATTACHEDP2018-01-012018-12-31$8,159$7,460$699$699
UBS FINANCIAL SERVICES LT - SEE ATTACHEDP2017-01-012018-12-31$52,352$54,464-$2,112-$2,112
UBS FINANCIAL SERVICES LT - SEE ATTACHEDP2017-01-012018-12-31$3,828$3,828$3,828
CAPITAL GAINS DIVIDENDSP$929$929$929
FieldValueIRS element (for citing)
Capital Gain Net Income$3,344CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$46,603AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$748,656NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.062249DistributionYr1Rt
Adjusted Qlfy Distri Yr2$42,784AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$760,649NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.056247DistributionYr2Rt
Adjusted Qlfy Distri Yr3$42,900AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$829,625NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.051710DistributionYr3Rt
Adjusted Qlfy Distri Yr4$31,850AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$889,807NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.035794DistributionYr4Rt
Adjusted Qlfy Distri Yr5$53,150AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$880,422NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.060369DistributionYr5Rt
Total Distribution0.266369TotalDistributionRt
Average Distribution0.053274AverageDistributionRt
Net Vl Noncharitable Assets$733,224NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$39,062AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$214NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$39,276AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$45,960QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$214InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$214SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$214TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$500EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$429ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$929TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$715OverpaymentAmt
Applied To ES Tax$715AppliedToESTaxAmt
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$588,467AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$66,116AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$89,807FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$744,390TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$744,390AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$11,166CashDeemedCharitableAmt
Net Vl Noncharitable Assets$733,224NetVlNoncharitableAssetsAmt
Minimum Investment Return$36,661MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$36,661MinimumInvestmentReturnAmt
Tax Based On Investment Income$214TaxBasedOnInvestmentIncomeAmt
Total Tax$214TotalTaxAmt
Distributable Before Adj$36,447DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$36,447DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$36,447DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$45,960ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$45,960QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$214PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$45,746AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$36,447DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$10,429ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$1,937ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$5,054ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$9,854ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$27,274TotalExcessDistributionCyovAmt
Qualifying Distributions$45,960QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$36,447AppliedToCurrentYearAmt
Remaining Distri From Corpus$9,513RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$36,787TotalCorpusAmt
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$10,429ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$26,358ExcessDistriCyovToNextYrAmt
Excess From Year3$1,937ExcessFromYear3Amt
Excess From Year2$5,054ExcessFromYear2Amt
Excess From Year1$9,854ExcessFromYear1Amt
Excess From Current Year$9,513ExcessFromCurrentYearAmt

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 (28 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ARC OF WESTCHESTER FOUNDATION
266 SAW MILL RIVER ROADHAWTHORNENY10532NONETO OTHER ORG. FOR MEDICAL, CHARITABLE, SCIENTIFIC, RELIGIOUS PURPOSES$1,000
AUDUBON WOMEN IN CONSERVATION
225 VARICK STREET 7TH FLOORNEW YORKNY10014NONESEE ABOVE$500
CAROL TAMBOR THEATRICAL FOUNDATION
1050 FIFTH AVENUENEW YORKNY10028NONESEE ABOVE$500
CHAPIN FOUNDATION
353 S US HIGHWAY 1 APT A6JUPITERFL33477NONESEE ABOVE$1,800
CITIZENS COMMITTEE FOR CHILDREN
105 EAST 22ND STNEW YORKNY10010NONESEE ABOVE$350
HEALTH ADVOCATES FOR OLDER PEOPLE
1233 SECOND AVENUENEW YORKNY10065NONESEE ABOVE$500
INTERNATIONAL FRIENDS OF THE KHMV
623 FIFTH AVENUENEW YORKNY10022NONESEE ABOVE$500
LENOX HILL NEIGHBORHOOD HOUSES
331 EAST 70TH STREETNEW YORKNY10021NONESEE ABOVE$2,250
MARBLE HOUSE PROJECT
1161 DORSET WEST ROADDORSETVT05251NONESEE ABOVE$500
METROPOLITAN MUSEUM OF ART
1000 FIFTH AVENUENEW YORKNY10028NONESEE ABOVE$600
NAQAQA GIVING FOUNDATION
11444 W OLYMPIC BLVD 11TH FLOORLOS ANGELESCA90064NONESEE ABOVE$1,000
NY FOUNDATION TO THE ARTS
20 JAY STREET SUITE 740BROOKLYNNY11201NONESEE ABOVE$1,000
NY WOMENS FOUNDATION
434 WEST 33 STNEW YORKNY10001NONESEE ABOVE$4,750
PARITY PRODUCTIONS INC
450 W 17TH ST APT 604NEW YORKNY10011NONESEE ABOVE$250
PRIMARY STAGES
307 WEST 38TH STREET SUITE 1510NEW YORKNY10018NONESEE ABOVE$5,960
READ ALLIANCE
80 MAIDEN LANE 11TH FLOORNEW YORKNY10038NONESEE ABOVE$1,000
SAY THE STUTTERING ASSOCIATION FOR THE YOUNG
247 WEST 37TH STREET 5TH FLOORNEW YORKNY10018NONESEE ABOVE$750
SHAKESPEARE ON THE SOUND
PO BOX 15NORWALKCT06853NONESEE ABOVE$500
SILVERMINE ARTS CENTER
1037 SILVERMINE ROADNEW CANAANCT06840NONESEE ABOVE$1,000
SOS CHILDREN'S VILLAGES - USA
1001 CONNECTICUT AVE NW SUITE 1250WASHINGTONDC20036NONESEE ABOVE$1,000
STUDENT SPONSOR PARTNERS
286 MADISON AVENUENEW YORKNY10011NONESEE ABOVE$700
TAFT FOUNDATION
1850 S OCEAN DTFORT LAUDERDALEFL33316NONESEE ABOVE$1,000
THE ELM PROJECT
88 HAMILTON AVESTAMFORDCT06902NONESEE ABOVE$1,100
THE GUIDANCE CENTER OF WESTCHESTER
256 WASHINGTON STREETMOUNT VERNONNY10553NONESEE ABOVE$250
THE LILLYS ORGANIZATION
C/O WOMENS MEDIA CTR 320 W37STNEW YORKNY10018NONESEE ABOVE$13,000
THE NY CONSERVATORY OF MUSIC
321 EAST 69TH STREETNEW YORKNY10021NONESEE ABOVE$500
TOM GOLD DANCE FOUNDATION
51 WEST 81ST ST APT 2LNEW YORKNY10024NONESEE ABOVE$1,000
VIENNESE OPERA BALL
575 MADISON AVENEW YORKNY10022NONESEE ABOVE$2,700
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$45,960TotalGrantOrContriPdDurYrAmt
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$212ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$18,160ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$3,344ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$21,716ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$21,716TotalIncomeProducingActyAmt

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$6,600Amt
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$191,181$164,772
SCHEDULE: COMMON STOCK$287,238$304,477
SCHEDULE: MUTUAL FUNDS$87,022$85,360

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemPRPG HAVILAND GATES INVESTORS II LLCCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$87,932BookValueAmt
EOYFMV$87,932EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescPASSTHROUGH LOSS FROM PRPG HAVILAND GATES INVESTORS II LLCDesc
Amt$3,760Amt

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
MISCELLANEOUS$3,562$0$0
OTHER INVESTMENT EXPENSES$6,558$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAXES$473$0$0
FOREIGN TAXES PAID$269$269$0

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