THE RENEE AND CARL LANDEGGER FAMILY CHARITABLE TRUST: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
THE RENEE AND CARL LANDEGGER FAMILY CHARITABLE TRUST (EIN 13-7126904)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-14
IRS object ID
201811349349101211
Schema version
2017v2.2
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)
Return2018-05-14T09:09:01-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

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 Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN137126904EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE RENEE & CARL LANDEGGER FAMILY CHARITBusinessNameLine1Txt
Business Name Line2ABLE 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
Signature2018-05-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJULES BLACKMANPreparerPersonNm
PTINP00013600PTIN
Phone2126971000PhoneNum
Preparation2018-05-09PreparationDt
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$773,841FMVAssetsEOYAmt
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$102InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$102InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$11,495DividendsRevAndExpnssAmt
Dividends Net Invst Incm$11,495DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$17,235NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$208,423GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$17,235CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$5,367OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$5,367OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$34,199TotalRevAndExpnssAmt
Total Net Invst Incm$34,199TotalNetInvstIncmAmt
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$3,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$122TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$22,062OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$25,184TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$46,945ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$46,945ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$72,129TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$46,945TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$37,930ExcessRevenueOverExpensesAmt
Net Investment Income$34,199NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$423,217SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$112,048SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$112,048SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers EOY$2,000RcvblFromOfficersEOYAmt
Rcvbl From Officers EOYFMV$2,000RcvblFromOfficersEOYFMVAmt
Other Investments BOY$342,451OtherInvestmentsBOYAmt
Other Investments EOY$605,382OtherInvestmentsEOYAmt
Other Investments EOYFMV$659,793OtherInvestmentsEOYFMVAmt
Total Assets BOY$765,668TotalAssetsBOYAmt
Total Assets EOY$719,430TotalAssetsEOYAmt
Total Assets EOYFMV$773,841TotalAssetsEOYFMVAmt
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-$87,450RetainedEarningBOYAmt
Retained Earning EOY-$133,688RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$765,668TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$719,430TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$765,668TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$719,430TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$765,668TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$37,930ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$727,738SubtotalAmt
Other Decreases$8,308OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$719,430TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
SCHEDULE ATTACHED: ST COVERED2017-01-012017-12-31$89,865$85,975$3,890$3,890
SCHEDULE ATTACHED: LT COVERED2015-01-012017-12-31$85,163$68,850$16,313$16,313
SCHEDULE ATTACHED: LT NON-COVERED2015-01-012017-12-31$31,961$36,363-$4,402-$4,402
CAPITAL GAINS DIVIDENDS$1,434$1,434$1,434P
FieldValueIRS element (for citing)
Capital Gain Net Income$17,235CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$42,784AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$760,649NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.056247DistributionYr1Rt
Adjusted Qlfy Distri Yr2$42,900AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$829,625NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.051710DistributionYr2Rt
Adjusted Qlfy Distri Yr3$31,850AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$889,807NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.035794DistributionYr3Rt
Adjusted Qlfy Distri Yr4$53,150AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$880,422NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.060369DistributionYr4Rt
Adjusted Qlfy Distri Yr5$53,514AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$867,106NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.061716DistributionYr5Rt
Total Distribution0.265836TotalDistributionRt
Average Distribution0.053167AverageDistributionRt
Net Vl Noncharitable Assets$748,656NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$39,804AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$342NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$40,146AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$46,945QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$342InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$342SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$342TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$369EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$369TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$27OverpaymentAmt
Applied To ES Tax$27AppliedToESTaxAmt
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

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$599,412AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$160,645AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$760,057TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$760,057AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$11,401CashDeemedCharitableAmt
Net Vl Noncharitable Assets$748,656NetVlNoncharitableAssetsAmt
Minimum Investment Return$37,433MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$37,433MinimumInvestmentReturnAmt
Tax Based On Investment Income$342TaxBasedOnInvestmentIncomeAmt
Total Tax$342TotalTaxAmt
Distributable Before Adj$37,091DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$37,091DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$37,091DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$46,945ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$46,945QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$342PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$46,603AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$37,091DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$10,821ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$10,429ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$1,937ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$5,054ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$28,241TotalExcessDistributionCyovAmt
Qualifying Distributions$46,945QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$37,091AppliedToCurrentYearAmt
Remaining Distri From Corpus$9,854RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$38,095TotalCorpusAmt
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$10,821ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$27,274ExcessDistriCyovToNextYrAmt
Excess From Year4$10,429ExcessFromYear4Amt
Excess From Year2$1,937ExcessFromYear2Amt
Excess From Year1$5,054ExcessFromYear1Amt
Excess From Current Year$9,854ExcessFromCurrentYearAmt

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
211 ORANGE CO
1400 S GRAND AVENUESANTA ANACA92705NONETO OTHER ORG FOR MEDICAL, CHARITABLE, SCIENTIFIC AND RELIGIOUS PURPOSES$500
AMERICAN ALPINE CLUB
710 TENTH STREETGOLDENCO80401NONETO OTHER ORG. FOR MEDICAL, CHARITABLE, SCIENTIFIC, RELIGIOUS PURPOSES$720
ARC OF WESTCHESTER FOUNDATION
266 SAW MILL RIVER ROADHAWTHORNENY10532NONESEE ABOVE$1,500
CAROL TAMBOR THEATRICAL FOUNDATION
1050 FIFTH AVENUENEW YORKNY10028NONESEE ABOVE$1,000
CHABAD OF LARCHMONT
921 BOSTON POST ROADMAMARONECKNY10543NONESEE ABOVE$500
CITIZENS COMMITTEE FOR CHILDREN
105 EAST 22ND STNEW YORKNY10010NONESEE ABOVE$850
COLUMBIA UNIVERSITY COLLEGE OF DENTISTRY
622 W 168 STREETNEW YORKNY10032NONESEE ABOVE$100
CREATIVE VISION FOUNDATION
18820 PACIFIC COAST HIGHWAYMALIBUCA90265NONESEE ABOVE$1,000
EMANUEL BAPTIST CHURCH
279 LAFAYETTE AVEBROOKLYNNY11230NONESEE ABOVE$2,000
HEALING HANDS OF JOY
294 CLINTON STBROOKLYNNY11201NONESEE ABOVE$2,000
HEALTH ADVOCATES FOR OLDER PEOPLE
1233 SECOND AVENUENEW YORKNY10065NONESEE ABOVE$500
INTERNATIONAL FRIENDS OF THE KHMV
623 FIFTH AVENUENEW YORKNY10022NONESEE ABOVE$1,000
LENOX HILL NEIGHBORHOOD HOUSES
331 EAST 70TH STREETNEW YORKNY10021NONESEE ABOVE$300
MEALS ON WHEELS
355 LEXINGTON AVENUENEW YORKNY10017NONESEE ABOVE$100
METROPOLITAN MUSEUM OF ART
1000 FIFTH AVENUENEW YORKNY10028NONESEE ABOVE$600
NEW YORK WOMEN'S FOUNDATION
39 BROADWAYNEW YORKNY10006NONESEE ABOVE$2,500
PRIMARY STAGES
307 WEST 38TH STREET SUITE 1510NEW YORKNY10018NONESEE ABOVE$5,000
PRINCESS GRACE FOUNDATION-USA
150 E 58 STNEW YORKNY10155NONESEE ABOVE$1,000
SOS CHILDREN'S VILLAGES - USA
1001 CONNECTICUT AVE NW SUITE 1250WASHINGTONDC20036NONESEE ABOVE$100
THE ARC
1825 K STREET NWWASHINGTONDC20006NONESEE ABOVE$6,250
THE LILLYS ORGANIZATION
C/O WOMENS MEDIA CTR 320 W37STNEW YORKNY10018NONESEE ABOVE$5,500
THE NEIGHBORHOOD CHARTER SCHOOL
132 WEST 124 STREETNEW YORKNY10027NONESEE ABOVE$500
THE SCHOOL OF AMERICAN BALLET
70 LINCOLN CENTER PLAZANEW YORKNY10023NONESEE ABOVE$2,500
TOM GOLD DANCE FOUNDATION
51 WEST 81ST ST APT 2LNEW YORKNY10024NONESEE ABOVE$500
TUCKERNUCK LAND TRUST
PO BOX 1093NANTUCKETMA02554NONESEE ABOVE$125
UNITED NEIGHBORHOOD HOUSES
45 BROADWAYNEW YORKNY10006NONESEE ABOVE$100
VIENNESE OPERA BALL
575 MADISON AVENEW YORKNY10022NONESEE ABOVE$2,700
WILLIAMSTOWN THEATRE FESTIVAL
229 WEST 42ND STNEW YORKNY10036NONESEE ABOVE$7,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$46,945TotalGrantOrContriPdDurYrAmt
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$102ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11,495ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,367ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$17,235ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$34,199ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$34,199TotalIncomeProducingActyAmt

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$3,000Amt
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 Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
KAYNE ANDERSON MLP INVESTMENT COAT COST$194,713$202,339
SCHEDULE: COMMON STOCKAT COST$210,890$257,776
SCHEDULE: MUTUAL FUNDSAT COST$108,087$107,986
PRPG HAVILAND GATES INVESTORS II LLCAT COST$91,692$91,692

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescPASSTHROUGH LOSS FROM PRPG HAVILAND GATES INVESTORS II LLCDesc
Amt$8,308Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
LAW JOURNAL AD$155$0$0
MISCELLANEOUS$1,843$0$0
OTHER INVESTMENT EXPENSES$20,064$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescNONTAXABLE DISTRIBUTIONSDesc
Revenue And Expenses Per Books$5,367RevenueAndExpensesPerBooksAmt
Net Investment Income$5,367NetInvestmentIncomeAmt
Adjusted Net Income$5,367AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategoryTxt
Amt$122Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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