THE RENEE AND CARL LANDEGGER FAMILY CHARITABLE TRUST: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- THE RENEE AND CARL LANDEGGER FAMILY CHARITABLE TRUST (EIN 13-7126904)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-03
- IRS object ID
- 201611249349101131
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Applied To Prior Year Election
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-03T19:28:31-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222428965 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 529 FIFTH AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100174683 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | 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 |
| Business Name Line2 | ABLE TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RENE | BusinessNameControlTxt |
| Phone | 2128618223 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 EAST 72ND STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10021 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CARL LANDEGGER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9145278256 | PhoneNum |
| Signature | 2016-04-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULES BLACKMAN | PreparerPersonNm |
| PTIN | P00013600 | PTIN |
| Phone | 2126971000 | PhoneNum |
| Preparation | 2016-04-25 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $768,078 | 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 | $36 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $36 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $21,324 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,324 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,197 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $238,777 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,197 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,346 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,346 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $25,903 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $25,903 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,788 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,083 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,021 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $42,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $42,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $52,921 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $42,900 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$27,018 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $25,903 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $269,287 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $223,978 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $223,978 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $560,501 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $578,792 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $544,100 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $829,788 | TotalAssetsBOYAmt |
| Total Assets EOY | $802,770 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $768,078 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | -$23,330 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$50,348 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $829,788 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $802,770 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $829,788 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $802,770 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $829,788 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$27,018 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $802,770 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $802,770 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| SCHED ATTACHED ST COVERED | 2015-01-01 | 2015-12-31 | $80,606 | $85,616 | -$5,010 | -$5,010 | |
| SCHED ATTACHED LT COVERED | 2015-01-01 | 2015-12-31 | $152,049 | $150,964 | $1,085 | $1,085 | |
| CAPITAL GAINS DIVIDENDS | $6,122 | $6,122 | $6,122 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,197 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $31,850 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $889,807 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.035794 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $53,150 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $880,422 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.060369 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $53,514 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $867,106 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.061716 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $49,510 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $892,967 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.055444 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $75,398 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $879,337 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.085744 | DistributionYr5Rt |
| Total Distribution | 0.299067 | TotalDistributionRt |
| Average Distribution | 0.059813 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $829,625 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $49,622 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $259 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $49,881 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $42,900 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $518 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $518 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $518 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $880 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $880 | TotalPaymentsAndCreditsAmt |
| Overpayment | $362 | OverpaymentAmt |
| Applied To ES Tax | $362 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 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 | CARL C LANDEGGER | IndividualWithBooksNm |
| Phone | 9145278256 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 EAST 72ND STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10021 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CARL C LANDEGGER | ||||||||
| 215 EAST 72ND STREET | NEW YORK | NY | 10021 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| RENEE LANDEGGER | ||||||||
| 215 EAST 72ND STREET | NEW YORK | NY | 10021 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $603,499 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $238,760 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $842,259 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $842,259 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,634 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $829,625 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $41,481 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $41,481 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $518 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $518 | TotalTaxAmt |
| Distributable Before Adj | $40,963 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $40,963 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $40,963 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $42,900 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $42,900 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $42,900 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $40,963 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $3,479 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $10,821 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $10,429 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $24,729 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $42,900 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $40,963 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,937 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $26,666 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $26,666 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,479 | ExcessFromYear4Amt |
| Excess From Year3 | $10,821 | ExcessFromYear3Amt |
| Excess From Year2 | $10,429 | ExcessFromYear2Amt |
| Excess From Current Year | $1,937 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CARL C LANDEGGER | ContributingManagerNm |
| Contributing Manager | RENEE LANDEGGER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|
| ACHILLES TRACK CLUB | |||||||||
| 42 WEST 38TH ST 4TH FLR | NEW YORK | NY | 10038 | NONE | TO OTHER ORG. FOR MEDICAL, CHARITABLE, SCIENTIFIC, RELIGIOUS PURPOSES | $1,000 | |||
| AMERICAN ALPINE CLUB | |||||||||
| 710 TENTH STREET | GOLDEN | CO | 80401 | NONE | TO OTHER ORG. FOR MEDICAL, CHARITABLE, SCIENTIFIC, RELIGIOUS PURPOSES | $700 | |||
| AMERIKIDS | |||||||||
| 88 HAMILTON AVE | STAMFORD | CT | 06902 | NONE | TO OTHER ORG. FOR MEDICAL, CHARITABLE, SCIENTIFIC, RELIGIOUS PURPOSES | $1,000 | |||
| AVON WALK | |||||||||
| PO BOX 66120 | WASHINGTON | DC | 20035 | NONE | SEE ABOVE | $250 | |||
| CAREER GEAR | |||||||||
| 120 BROADWAY SUITE 3660 | NEW YORK | NY | 10271 | NONE | SEE ABOVE | $1,500 | |||
| CAROL TAMBOR THEATRICAL FOUNDATION | |||||||||
| 1050 FIFTH AVENUE | NEW YORK | NY | 10028 | NONE | SEE ABOVE | $500 | |||
| CITIZENS COMMITTEE FOR CHILDREN | |||||||||
| 105 EAST 22ND ST | NEW YORK | NY | 10010 | NONE | SEE ABOVE | $200 | |||
| CORPUS CHRISTIE SCHOOL | |||||||||
| 535 WEST 121 ST | NEW YORK | NY | 10027 | NONE | SEE ABOVE | $600 | |||
| ELINOR CADET (CATHOLIC CHURCH PRIEST) | |||||||||
| NONE | SEE ABOVE | $1,000 | CATHOLIC CHURCH PRIEST | CAPE | SF | ||||
| HEALING HANDS OF JOY | |||||||||
| 294 CLINTON ST | BROOKLYN | NY | 11201 | NONE | SEE ABOVE | $1,000 | |||
| HEALTH ADVOCATES FOR OLDER PEOPLE | |||||||||
| 1233 SECOND AVENUE | NEW YORK | NY | 10065 | NONE | SEE ABOVE | $250 | |||
| HERITAGE RADIO NETWORK | |||||||||
| 1130 BEDFORD AVENUE | BROOKLYN | NY | 11216 | NONE | SEE ABOVE | $5,000 | |||
| HOLLINS COMMUNICATIONS RESEARCH INSTITUTE (SAY) | |||||||||
| 7851 ENON DRIVE | ROANOKE | VA | 24019 | NONE | SEE ABOVE | $250 | |||
| INTERNATIONAL FRIENDS OF THE KUNSTHISTORISCHES MUSEUM | |||||||||
| HARNIK LAW FIRM 623 5TH AVE | NEW YORK | NY | 10022 | NONE | SEE ABOVE | $700 | |||
| JESUIT CENTER | |||||||||
| 501 NORTH CHURCH ROAD | WERNERSVILLE | PA | 19565 | NONE | SEE ABOVE | $1,000 | |||
| LENOX HILL NEIGHBORHOOD HOUSES | |||||||||
| 331 EAST 70TH STREET | NEW YORK | NY | 10021 | NONE | SEE ABOVE | $1,000 | |||
| LIFT | |||||||||
| 349 EAST 149TH ST | BRONX | NY | 10451 | NONE | SEE ABOVE | $1,000 | |||
| MARBLE HOUSE PROJECT | |||||||||
| 1161 DORSET WEST ROAD | DORSET | VT | 05251 | NONE | SEE ABOVE | $1,000 | |||
| METROPOLITAN MUSEUM OF ART | |||||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | NONE | SEE ABOVE | $600 | |||
| NEW YORK CITY BALLET | |||||||||
| 20 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | SEE ABOVE | $7,500 | |||
| NEW YORK THEATER WORKSHOP | |||||||||
| 79 EAST FOURTH ST | NEW YORK | NY | 10003 | NONE | SEE ABOVE | $1,000 | |||
| NOOR THEATER | |||||||||
| PO BOX 1063 | NEW YORK | NY | 10276 | NONE | SEE ABOVE | $500 | |||
| PEOPLE FOR IRVINE COMMUNITY HEALTH (2-1-1 ORANGE COUNTY) | |||||||||
| 1505 E 17TH ST SUITE 108 | SANTA ANA | CA | 92705 | NONE | SEE ABOVE | $1,000 | |||
| PUBLICOLOR | |||||||||
| 149 MADISON AVENUE | NEW YORK | NY | 10022 | NONE | SEE ABOVE | $100 | |||
| READ ALLIANCE | |||||||||
| 80 MAIDEN LANE 11TH FLOOR | NEW YORK | NY | 10038 | NONE | SEE ABOVE | $1,500 | |||
| SEGUNDA MISION JERUSALEM | |||||||||
| 3138 WEBSTER AVENUE | BRONX | NY | 10467 | NONE | SEE ABOVE | $1,000 | |||
| SHERMAN CHAMBER ORCHESTRA OF NEW YORK | |||||||||
| 404 EAST 76TH ST | NEW YORK | NY | 10021 | NONE | SEE ABOVE | $250 | |||
| SOS CHILDREN'S VILLAGES - USA | |||||||||
| 1001 CONNECTICUT AVE NW SUITE 1250 | WASHINGTON | DC | 20036 | NONE | SEE ABOVE | $1,100 | |||
| ST JEAN BAPTISTE HIGH SCHOOL | |||||||||
| 173 EAST 75TH ST | NEW YORK | NY | 10021 | NONE | SEE ABOVE | $500 | |||
| THE AMERICAN DISABILITIES FOUNDATION | |||||||||
| PO BOX 99 | BOCA RATON | FL | 33429 | NONE | SEE ABOVE | $2,000 | |||
| THE ELM PROJECT | |||||||||
| 88 HAMILTON AVE | STAMFORD | CT | 06902 | NONE | SEE ABOVE | $1,000 | |||
| TOM GOLD DANCE FOUNDATION | |||||||||
| 51 WEST 81ST ST APT 2L | NEW YORK | NY | 10024 | NONE | SEE ABOVE | $1,500 | |||
| VIENNESE OPERA BALL | |||||||||
| 575 MADISON AVE | NEW YORK | NY | 10022 | NONE | SEE ABOVE | $5,400 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $42,900 | 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 | $36 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,324 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,346 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,197 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $25,903 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $25,903 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & TAX PREPARATION | CategoryTxt |
| Amt | $6,150 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO REG. 53.4942(A)-3(C)(2)(IV), THE ABOVE-REFERENCED FOUNDATION HEREBY ELECTS TO TREAT, AS A CURRENT DISTRIBUTION OUT OF CORPUS, THE FOLLOWING UNUSED PRIOR TAX YEARS' DISTRIBUTIONS THAT WERE TREATED AS CORPUS DISTRIBUTIONS UNDER REG. 53.4942(A)-3(D)(1)(III) IN SUCH PRIOR YEARS: TAX YEAR AMOUNT 2008 5,902. 2009 6,570. SIGNED: NAME: TITLE: | ElectionDesc |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| KAYNE ANDERSON MLP INVESTMENT CO | AT COST | $96,239 | $63,644 |
| SPDR S&P DIV ETF | AT COST | $87,208 | $96,156 |
| VANGUARD DIV APPR FUND | AT COST | $90,633 | $92,534 |
| CALAMOS MKT NEUTRAL FUND | AT COST | $193,781 | $187,452 |
| CALPINE CORP | AT COST | $0 | $3,632 |
| ISHARES TR MSCI UK ETF | AT COST | $37,421 | $33,087 |
| WISDOMTREE TRUST EUROPE HEDGED | AT COST | $38,456 | $33,362 |
| ARBITRAGE FUND | AT COST | $35,054 | $34,233 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LAW JOURNAL AD | $145 | $0 | $0 |
| NY DEPT OF LAW FEE | $100 | $0 | $0 |
| BANK CHARGE | $12 | $0 | $0 |
| MISCELLANEOUS | $1,826 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| NONTAXABLE DISTRIBUTIONS | $1,666 | $1,666 | $1,666 |
| OTHER INCOME | $680 | $680 | $680 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INCOME TAXES | $857 | $0 | $0 |
| INCOME TAXES | $880 | $0 | $0 |
| FOREIGN TAXES PAID | $51 | $0 | $0 |
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