THE RENEE AND CARL LANDEGGER FAMILY CHARITABLE TRUST: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
THE RENEE AND CARL LANDEGGER FAMILY CHARITABLE TRUST (EIN 13-7126904)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-03
IRS object ID
201741239349100804
Schema version
2016v3.0
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)
Return2017-05-03T13:28:43-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

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 Begin2016-01-01TaxPeriodBeginDt

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
Signature2017-04-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJULES BLACKMANPreparerPersonNm
PTINP00013600PTIN
Phone2126971000PhoneNum
Preparation2017-04-27PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address38.108.113.34IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-04-27IPDt
IP Tm17:29:58IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id28C16FFC5E375ADCFF6CE3EAFB34C8C84DC30706AtSubmissionCreationDeviceId
At Submission Filing Device Id57F8DA180683649148B1D298FB049878068AAA15AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$759,722FMVAssetsEOYAmt
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$37InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$37InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$6,454DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,454DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$2,625NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$352,498GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$8,564OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$8,564OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$12,430TotalRevAndExpnssAmt
Total Net Invst Incm$15,055TotalNetInvstIncmAmt
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$6,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$158TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$439OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,597TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$42,935ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$42,935ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$49,532TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$42,935TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$37,102ExcessRevenueOverExpensesAmt
Net Investment Income$15,055NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$223,978SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$423,217SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$423,217SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$578,792OtherInvestmentsBOYAmt
Other Investments EOY$342,451OtherInvestmentsEOYAmt
Other Investments EOYFMV$336,505OtherInvestmentsEOYFMVAmt
Total Assets BOY$802,770TotalAssetsBOYAmt
Total Assets EOY$765,668TotalAssetsEOYAmt
Total Assets EOYFMV$759,722TotalAssetsEOYFMVAmt
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-$50,348RetainedEarningBOYAmt
Retained Earning EOY-$87,450RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$802,770TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$765,668TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$802,770TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$765,668TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$802,770TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$37,102ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$765,668SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$765,668TotNetAstOrFundBalancesEOYAmt

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 COVERED2016-01-012016-12-31$72,708$81,853-$9,145-$9,145
SCHEDULE ATTACHED: ST NONCOVERED2016-01-012016-12-31$25,547$21,846$3,701$3,701
SCHEDULE ATTACHED: LT COVERED2015-01-012016-12-31$253,297$251,628$1,873$1,873
CAPITAL GAINS DIVIDENDS$946$946$946P
FieldValueIRS element (for citing)
Capital Gain Net Income-$2,625CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$42,900AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$829,625NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.051710DistributionYr1Rt
Adjusted Qlfy Distri Yr2$31,850AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$889,807NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.035794DistributionYr2Rt
Adjusted Qlfy Distri Yr3$53,150AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$880,422NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.060369DistributionYr3Rt
Adjusted Qlfy Distri Yr4$53,514AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$867,106NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.061716DistributionYr4Rt
Adjusted Qlfy Distri Yr5$49,510AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$892,967NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.055444DistributionYr5Rt
Total Distribution0.265033TotalDistributionRt
Average Distribution0.053007AverageDistributionRt
Net Vl Noncharitable Assets$760,649NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$40,320AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$151NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$40,471AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$42,935QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$151InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$151SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$151TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$520EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$520TotalPaymentsAndCreditsAmt
Overpayment$369OverpaymentAmt
Applied To ES Tax$369AppliedToESTaxAmt
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$410,538AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$361,694AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$772,232TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$772,232AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$11,583CashDeemedCharitableAmt
Net Vl Noncharitable Assets$760,649NetVlNoncharitableAssetsAmt
Minimum Investment Return$38,032MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$38,032MinimumInvestmentReturnAmt
Tax Based On Investment Income$151TaxBasedOnInvestmentIncomeAmt
Total Tax$151TotalTaxAmt
Distributable Before Adj$37,881DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$37,881DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$37,881DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$42,935ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$42,935QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$151PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$42,784AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$37,881DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$3,479ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$10,821ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$10,429ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$1,937ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$26,666TotalExcessDistributionCyovAmt
Qualifying Distributions$42,935QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$37,881AppliedToCurrentYearAmt
Remaining Distri From Corpus$5,054RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$31,720TotalCorpusAmt
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$3,479ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$28,241ExcessDistriCyovToNextYrAmt
Excess From Year4$10,821ExcessFromYear4Amt
Excess From Year3$10,429ExcessFromYear3Amt
Excess From Year1$1,937ExcessFromYear1Amt
Excess From Current Year$5,054ExcessFromCurrentYearAmt

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 (30 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACHILLES TRACK CLUB
42 WEST 38TH ST 4TH FLRNEW YORKNY10038NONETO OTHER ORG. FOR MEDICAL, CHARITABLE, SCIENTIFIC, RELIGIOUS PURPOSES$1,500
AMERICAN AUSTRIAN FOUNDATION
150 EAST 42ND STREETNEW YORKNY10017NONESEE ABOVE$1,000
AMERICAN RED CROSS
520 WEST 49TH STREETNEW YORKNY10019NONESEE ABOVE$500
ARC OF WESTCHESTER FOUNDATION
266 SAW MILL RIVER ROADHAWTHORNENY10532NONESEE ABOVE$3,700
CAREER GEAR
120 BROADWAY SUITE 3660NEW YORKNY10271NONESEE ABOVE$500
CATHOLIC CHARITIES ARCHDIOCESE OF NY
1011 FIRST AVENEW YORKNY10022NONESEE ABOVE$5,000
CITIZENS COMMITTEE FOR CHILDREN
105 EAST 22ND STNEW YORKNY10010NONESEE ABOVE$600
CORPUS CHRISTIE SCHOOL
535 WEST 121 STNEW YORKNY10027NONESEE ABOVE$1,035
LIFT
349 EAST 149TH STBRONXNY10451NONESEE ABOVE$500
LOWER EASTSIDE GIRLS CLUB
101 AVENUE DNEW YORKNY10009NONESEE ABOVE$500
LYRIC THEATER
1727 NW 16TH STREETOKLAHOMA CITYOK73106NONESEE ABOVE$2,500
MARBLE HOUSE PROJECT
1161 DORSET WEST ROADDORSETVT05251NONESEE ABOVE$1,000
MEALS ON WHEELS
355 LEXINGTON AVENUENEW YORKNY10017NONESEE ABOVE$100
METROPOLITAN MUSEUM OF ART
1000 FIFTH AVENUENEW YORKNY10028NONESEE ABOVE$600
NOOR THEATER
PO BOX 1063NEW YORKNY10276NONESEE ABOVE$2,500
PRIMARY STAGES
307 WEST 38TH STREET SUITE 1510NEW YORKNY10018NONESEE ABOVE$1,000
READ ALLIANCE
80 MAIDEN LANE 11TH FLOORNEW YORKNY10038NONESEE ABOVE$1,000
SAMARITAN FOUNDATION
25 CARMINE STREETNEW YORKNY10014NONESEE ABOVE$1,000
SAN MIGUEL ACADEMY
PO BOX 284CHAPPAQUANY10514NONESEE 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$500
THE AMERICAN DISABILITIES FOUNDATION
PO BOX 99BOCA RATONFL33429NONESEE ABOVE$2,000
THE ELM PROJECT
88 HAMILTON AVESTAMFORDCT06902NONESEE ABOVE$600
THE FUND FOR THE CITY OF NEW YORK
121 SIXTH AVENUENEW YORKNY10013NONESEE ABOVE$500
THE LILLYS ORGANIZATION
C/O WOMENS MEDIA CTR 320 W37STNEW YORKNY10018NONESEE ABOVE$4,500
THE SCHOOL OF AMERICAN BALLET
70 LINCOLN CENTER PLAZANEW YORKNY10023NONESEE ABOVE$4,500
TOM GOLD DANCE FOUNDATION
51 WEST 81ST ST APT 2LNEW YORKNY10024NONESEE ABOVE$1,500
TRANSPORT GROUP THEATRE COMPANY
520 8TH AVE SUITE 305NEW YORKNY10018NONESEE ABOVE$200
TUCKERNUCK LAND TRUST
PO BOX 1093NANTUCKETMA02554NONESEE ABOVE$750
VIENNESE OPERA BALL
575 MADISON AVENEW YORKNY10022NONESEE ABOVE$1,350
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$42,935TotalGrantOrContriPdDurYrAmt
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$37ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,454ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,564ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$2,625ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$12,430ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$12,430TotalIncomeProducingActyAmt

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$6,000Amt
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 (6 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
KAYNE ANDERSON MLP INVESTMENT COAT COST$105,324$82,099
SPDR S&P DIV ETFAT COST$63,240$75,293
VANGUARD DIV APPR FUNDAT COST$69,198$72,403
CALAMOS MKT NEUTRAL FUNDAT COST$69,289$68,727
ARBITRAGE FUNDAT COST$35,400$35,114
CALPINEAT COST$0$2,869

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
LAW JOURNAL AD$150$0$0
MISCELLANEOUS$289$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescNONTAXABLE DISTRIBUTIONSDesc
Revenue And Expenses Per Books$8,564RevenueAndExpensesPerBooksAmt
Net Investment Income$8,564NetInvestmentIncomeAmt
Adjusted Net Income$8,564AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryINCOME TAXESCategoryTxt
Amt$158Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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