THE RENEE AND CARL LANDEGGER FAMILY CHARITABLE TRUST: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE RENEE AND CARL LANDEGGER FAMILY CHARITABLE TRUST (EIN 13-7126904)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-06
- IRS object ID
- 202523109349101902
- Schema version
- 2024v5.2
- 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
- Form 990-PF
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-06T15:03:07-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131971216 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSES AND SCHREIBER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE HUNTINGTON QUADRANGLE - SUITE | AddressLine1Txt |
| Address Line2 | 3N05 | AddressLine2Txt |
| City | MELVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 CHARIT | BusinessNameLine1Txt |
| 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 | RENEE LANDEGGER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2128618223 | PhoneNum |
| Signature | 2025-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALLISON GALLAGHER | PreparerPersonNm |
| PTIN | P01298380 | PTIN |
| Phone | 5163527700 | PhoneNum |
| Preparation | 2025-11-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $749,326 | 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 | $12 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $12,526 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,526 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $92,486 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $446,629 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $92,486 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$25,368 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$25,368 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $79,656 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $79,656 | 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 |
| Taxes Rev And Expnss | $67 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $67 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,442 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,417 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,509 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,484 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $31,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $31,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $39,109 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,484 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $31,600 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $40,547 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $72,172 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$1 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $29,650 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $44,683 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $44,683 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $496,880 | CorporateStockBOYAmt |
| Corporate Stock EOY | $472,861 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $655,111 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $49,532 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $49,532 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $526,529 | TotalAssetsBOYAmt |
| Total Assets EOY | $567,076 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $749,326 | 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 | -$326,589 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$286,042 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $526,529 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $567,076 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $526,529 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $567,076 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $526,529 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $40,547 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $567,076 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $567,076 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (62 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ABBVIE INC | P | 2024-03-18 | 2024-11-13 | $1,893 | $1,965 | -$72 | -$72 |
| ABBVIE INC | P | 2024-03-18 | 2024-11-26 | $5,203 | $5,183 | $20 | $20 |
| AMER ELECTRIC POWER | P | 2024-03-18 | 2024-05-20 | $5,463 | $4,876 | $587 | $587 |
| AMER EXPRESS CO | P | 2024-09-26 | 2024-11-26 | $3,345 | $2,938 | $407 | $407 |
| ANALOG DEVICES INC | P | 2024-03-18 | 2024-06-18 | $1,181 | $974 | $207 | $207 |
| ANALOG DEVICES INC | P | 2024-03-18 | 2024-09-26 | $4,512 | $3,894 | $618 | $618 |
| ANALOG DEVICES INC | P | 2024-03-18 | 2024-11-26 | $217 | $195 | $22 | $22 |
| EXXON MOBIL CORP | P | 2024-03-18 | 2024-11-26 | $5,565 | $5,258 | $307 | $307 |
| HONEYWELL INTL INC | P | 2024-03-18 | 2024-05-20 | $13,943 | $13,495 | $448 | $448 |
| MORGAN STANLEY | P | 2024-03-18 | 2024-11-26 | $10,697 | $7,197 | $3,500 | $3,500 |
| STARBUCKS CORP | P | 2024-03-18 | 2024-05-20 | $7,977 | $9,301 | -$1,324 | -$1,324 |
| STARBUCKS CORP | P | 2024-03-18 | 2024-06-18 | $7,701 | $8,754 | -$1,053 | -$1,053 |
| UNITED PARCEL SERVICE INC | P | 2024-03-18 | 2024-09-26 | $13,897 | $15,900 | -$2,003 | -$2,003 |
| VANGUARD DIVIDEND APPRECIATION | P | 2023-10-30 | 2024-03-18 | $150,089 | $126,491 | $23,598 | $23,598 |
| VANGUARD DIVIDEND APPRECIATION | P | 2023-10-31 | 2024-03-18 | $14,234 | $12,029 | $2,205 | $2,205 |
| TRANE TECHNOLOGIES PLC | P | 2024-03-18 | 2024-11-26 | $1,672 | $1,175 | $497 | $497 |
| ARBITRAGE FUND INSTL | P | 2013-07-23 | 2024-11-26 | $20,000 | $19,640 | $360 | $360 |
| AUTOMATIC DATA PROCESSING INC | P | 2022-03-23 | 2024-03-18 | $4,867 | $4,266 | $601 | $601 |
| AUTOMATIC DATA PROCESSING INC | P | 2023-03-09 | 2024-03-18 | $6,084 | $5,553 | $531 | $531 |
| BLACKROCK INC | P | 2017-02-17 | 2024-11-26 | $7,147 | $2,723 | $4,424 | $4,424 |
| BROADCOM INC | P | 2023-03-09 | 2024-03-18 | $3,725 | $1,924 | $1,801 | $1,801 |
| BROADCOM INC | P | 2023-03-09 | 2024-11-26 | $2,299 | $898 | $1,401 | $1,401 |
| CALAMOS MARKET NEUTRAL INCOME FUND | P | 2015-07-10 | 2024-11-13 | $20,000 | $17,271 | $2,729 | $2,729 |
| CALAMOS MARKET NEUTRAL INCOME FUND | P | 2015-07-10 | 2024-11-26 | $20,000 | $17,225 | $2,775 | $2,775 |
| COCA COLA | P | 2017-02-17 | 2024-11-26 | $1,352 | $865 | $487 | $487 |
| DIAGEO PLC | P | 2017-02-17 | 2024-03-18 | $5,286 | $4,123 | $1,163 | $1,163 |
| DIAGEO PLC | P | 2019-10-08 | 2024-03-18 | $881 | $975 | -$94 | -$94 |
| DIAGEO PLC | P | 2019-12-30 | 2024-03-18 | $4,111 | $4,705 | -$594 | -$594 |
| EOG RESOURCES INC | P | 2022-08-09 | 2024-03-18 | $3,303 | $2,927 | $376 | $376 |
| EOG RESOURCES INC | P | 2022-08-09 | 2024-05-20 | $6,472 | $5,421 | $1,051 | $1,051 |
| HOME DEPOT INC | P | 2017-02-17 | 2024-11-26 | $1,278 | $426 | $852 | $852 |
| JPMORGAN CHASE & CO | P | 2018-10-09 | 2024-11-26 | $5,482 | $2,527 | $2,955 | $2,955 |
| JOHNSON & JOHNSON | P | 2018-07-24 | 2024-11-26 | $1,227 | $1,030 | $197 | $197 |
| MARSH & MCLENNAN | P | 2017-02-17 | 2024-09-26 | $4,949 | $1,610 | $3,339 | $3,339 |
| MARSH & MCLENNAN | P | 2019-12-30 | 2024-09-26 | $1,125 | $558 | $567 | $567 |
| MCDONALDS CORP | P | 2017-02-17 | 2024-11-26 | $1,477 | $636 | $841 | $841 |
| MICROSOFT CORP | P | 2017-02-17 | 2024-06-18 | $447 | $65 | $382 | $382 |
| MICROSOFT CORP | P | 2017-02-17 | 2024-11-26 | $853 | $129 | $724 | $724 |
| NEXTERA ENERGY INC | P | 2017-02-17 | 2024-03-18 | $3,564 | $1,861 | $1,703 | $1,703 |
| ORACLE CORP | P | 2023-03-09 | 2024-11-26 | $12,014 | $5,620 | $6,394 | $6,394 |
| PROCTER & GAMBLE | P | 2019-02-04 | 2024-03-18 | $162 | $98 | $64 | $64 |
| PROCTER & GAMBLE | P | 2019-09-10 | 2024-03-18 | $811 | $599 | $212 | $212 |
| PROCTER & GAMBLE | P | 2019-09-10 | 2024-11-26 | $2,320 | $1,558 | $762 | $762 |
| REPUBLIC SERVICES INC | P | 2018-06-12 | 2024-05-20 | $2,241 | $832 | $1,409 | $1,409 |
| REPUBLIC SERVICES INC | P | 2018-07-24 | 2024-05-20 | $2,615 | $952 | $1,663 | $1,663 |
| REPUBLIC SERVICES INC | P | 2018-07-24 | 2024-11-26 | $1,316 | $408 | $908 | $908 |
| TAIWAN SEMICONDUCTOR MFG | P | 2023-08-15 | 2024-11-26 | $8,242 | $4,130 | $4,112 | $4,112 |
| TEXAS INSTRUMENTS | P | 2019-06-27 | 2024-03-18 | $5,508 | $3,713 | $1,795 | $1,795 |
| TEXAS INSTRUMENTS | P | 2019-11-05 | 2024-03-18 | $2,410 | $1,685 | $725 | $725 |
| TEXAS INSTRUMENTS | P | 2019-12-30 | 2024-03-18 | $4,131 | $3,056 | $1,075 | $1,075 |
| UNION PACIFIC CORP | P | 2017-02-17 | 2024-11-26 | $246 | $108 | $138 | $138 |
| UNION PACIFIC CORP | P | 2019-12-30 | 2024-11-26 | $246 | $180 | $66 | $66 |
| UNITEDHEALTH GROUP INC | P | 2022-03-23 | 2024-03-18 | $1,469 | $1,517 | -$48 | -$48 |
| UNITEDHEALTH GROUP INC | P | 2022-03-23 | 2024-11-26 | $604 | $506 | $98 | $98 |
| ACCENTURE PLC | P | 2017-02-17 | 2024-03-18 | $7,131 | $2,292 | $4,839 | $4,839 |
| ACCENTURE PLC | P | 2017-02-17 | 2024-09-26 | $4,959 | $1,689 | $3,270 | $3,270 |
| ACCENTURE PLC | P | 2019-12-30 | 2024-09-26 | $6,376 | $3,796 | $2,580 | $2,580 |
| ACCENTURE PLC | P | 2019-12-30 | 2024-11-26 | $1,090 | $633 | $457 | $457 |
| LINDE PLC | P | 2017-02-17 | 2024-09-26 | $3,834 | $1,308 | $2,526 | $2,526 |
| LINDE PLC | P | 2019-10-08 | 2024-11-26 | $455 | $185 | $270 | $270 |
| CHUBB LTD | P | 2017-02-17 | 2024-11-26 | $4,881 | $2,295 | $2,586 | $2,586 |
| CAP GAIN DISTRIBUTION | P | $50 | $50 | $50 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $92,486 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,003 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,003 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,003 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $213 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $213 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $40 | EsPenaltyAmt |
| Tax Due | $830 | TaxDueAmt |
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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | RENEE 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 |
|---|---|---|---|---|---|---|---|---|
| RENEE LANDEGGER | ||||||||
| 215 EAST 72ND STREET | NEW YORK | NY | 10021 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| CARL C LANDEGGER | ||||||||
| 215 EAST 72ND STREET | NEW YORK | NY | 10021 | TRUSTEE | 0.00 | $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 | $709,337 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $20,754 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $730,091 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $730,091 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,951 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $719,140 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $35,957 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $35,957 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,003 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,003 | TotalTaxAmt |
| Distributable Before Adj | $34,954 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $34,954 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $34,954 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $31,600 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $31,600 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $34,954 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $32,792 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $6,246 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $23,095 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $18,777 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,242 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $83,152 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $31,600 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $31,600 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $3,354 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $3,354 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $79,798 | 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 | $29,438 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $50,360 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $6,246 | ExcessFromYear4Amt |
| Excess From Year3 | $23,095 | ExcessFromYear3Amt |
| Excess From Year2 | $18,777 | ExcessFromYear2Amt |
| Excess From Year1 | $2,242 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| AMERICAN DANCE MACHINE | |||||
| 45 E 80TH STREET | NEW YORK | NY | 10075 | GENERAL DONATION | $1,000 |
| LENOX HILL NEIGBORHOOD HOUSE | |||||
| 331 E 70TH ST | NEW YORK | NY | 10021 | GENERAL DONATION | $1,000 |
| MAESTRA MUSIC | |||||
| 215 WEST 104TH STREET 23 | NEW YORK | NY | 10025 | GENERAL DONATION | $1,000 |
| MAESTRA MUSIC | |||||
| 215 WEST 104TH STREET 23 | NEW YORK | NY | 10025 | GENERAL DONATION | $1,000 |
| METROPOLITAN MUSEUM | |||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | GENERAL DONATION | $600 |
| NEW LIFE EVANGELICAL OF FLORIDA | |||||
| PO BOX 3001 | BOYSTON BEACH | FL | 33424 | GENERAL DONATION | $1,000 |
| PARITY PRODUCTIONS | |||||
| 450 WEST 17TH STREET 60 | NEW YORK | NY | 10011 | GENERAL DONATION | $2,500 |
| PARITY PRODUCTIONS | |||||
| 450 WEST 17TH STREET 60 | NEW YORK | NY | 10011 | GENERAL DONATION | $2,000 |
| PRIMARY STAGES | |||||
| 520 8TH AVE | NEW YORK | NY | 10018 | GENERAL DONATION | $2,000 |
| PRIMARY STAGES | |||||
| 520 8TH AVE | NEW YORK | NY | 10018 | GENERAL DONATION | $2,000 |
| SAMARITAN DAY TOP VILLAGE | |||||
| 13802 QUEENS BLVD 4TH FL | BRIARWOOD | NY | 11435 | GENERAL DONATION | $1,000 |
| SAY THE STUTTERING ASSOCIATION FOR THE YOUNG | |||||
| 333 W 39TH ST 604 | NEW YORK | NY | 10018 | GENERAL DONATION | $1,000 |
| SOS CHILDRENS VILLAGE FLORIDA | |||||
| 3681 NW 59TH PLACE | COCONUT CREEK | FL | 33073 | GENERAL DONATION | $1,000 |
| SOS CHILDRENS VILLAGE FLORIDA | |||||
| 3681 NW 59TH PLACE | COCONUT CREEK | FL | 33073 | GENERAL DONATION | $500 |
| THE ELM PROJECT | |||||
| 88 HAMILTON AVENUE | STAMFORD | CT | 06906 | GENERAL DONATION | $500 |
| THE TEAM | |||||
| 138 SOUTH OXFORD ST | BROOKLYN | NY | 11217 | GENERAL DONATION | $500 |
| TOM GOLD DANCE | |||||
| 51 WEST 81ST STREET 2CD | NEW YORK | NY | 10024 | GENERAL DONATION | $1,000 |
| TOM GOLD DANCE | |||||
| 51 WEST 81ST STREET 2CD | NEW YORK | NY | 10024 | GENERAL DONATION | $2,000 |
| UNIVERSITY OF ALABAMA | |||||
| 711 CAPSTONE DR | TUSCALOOSA | AL | 35487 | GENERAL DONATION | $5,000 |
| UNIVERSITY OF ALABAMA | |||||
| 711 CAPSTONE DR | TUSCALOOSA | AL | 35487 | GENERAL DONATION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $31,600 | 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 | $12 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,526 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $92,486 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | -$25,368 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $105,024 | ExclusionAmt |
| Related Or Exempt Function Incm | -$25,368 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $79,656 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | INVESTMENT TO EARN MONEY TO GIVE OUT MORE DONATIONS | RelationshipStatementTxt |
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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMON STOCK | $427,419 | $606,642 |
| MUTUAL FUNDS | $45,442 | $48,469 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IQVESTMENTS HOLDINGS LLC | Desc |
| EOY Book Value | $49,532 | EOYBookValueAmt |
| EOYFMV | $49,532 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT FEES | $7,417 | $7,417 | $0 |
| OTHER ITEMS | $25 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Revenue And Expenses Per Books | -$25,368 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$25,368 | NetInvestmentIncomeAmt |
| Adjusted Net Income | -$25,368 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $67 | Amt |
| Net Investment Income | $67 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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