THE RENEE AND CARL LANDEGGER FAMILY CHARITABLE TRUST: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
THE RENEE AND CARL LANDEGGER FAMILY CHARITABLE TRUST (EIN 13-7126904)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-13
IRS object ID
201531339349100338
Schema version
2014v5.0
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)
Return2015-05-13T09:18:21-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

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 Begin2014-01-01TaxPeriodBeginDt

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
Signature2015-05-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJULES BLACKMANPreparerPersonNm
PTINP00013600PTIN
Phone2126971000PhoneNum
Preparation2015-04-29PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$897,297FMVAssetsEOYAmt
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$49InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$49InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$22,690DividendsRevAndExpnssAmt
Dividends Net Invst Incm$22,690DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$20,092NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$391,439GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$20,092CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$42,831TotalRevAndExpnssAmt
Total Net Invst Incm$42,831TotalNetInvstIncmAmt
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$7,700AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$58TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$3,806OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$11,564TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$31,850ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$31,850ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$43,414TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$31,850TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$583ExcessRevenueOverExpensesAmt
Net Investment Income$42,831NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1CashBOYAmt
Sav And Temp Cash Invst BOY$127,895SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$269,287SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$269,287SavAndTempCashInvstEOYFMVAmt
Corporate Bonds BOY$35,086CorporateBondsBOYAmt
Other Investments BOY$667,389OtherInvestmentsBOYAmt
Other Investments EOY$560,501OtherInvestmentsEOYAmt
Other Investments EOYFMV$628,010OtherInvestmentsEOYFMVAmt
Total Assets BOY$830,371TotalAssetsBOYAmt
Total Assets EOY$829,788TotalAssetsEOYAmt
Total Assets EOYFMV$897,297TotalAssetsEOYFMVAmt
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-$22,747RetainedEarningBOYAmt
Retained Earning EOY-$23,330RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$830,371TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$829,788TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$830,371TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$829,788TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$830,371TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$583ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$829,788SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$829,788TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
590 SH HALLIBURTON2014-03-192014-10-10$32,413$30,412$2,001$2,001
310 SH SCHLUMBERGER2014-03-192014-10-10$28,539$28,786-$247-$247
650 SH MARKET VECTORS GOLD2012-09-212014-10-10$13,366$35,927-$22,561-$22,561
1343 SH SPDR S&P DIV2013-02-122014-05-16$98,725$83,025$15,700$15,700
1300 SH UTILITIES SECTOR2012-07-162014-01-21$48,916$49,032-$116-$116
650 SH UTILITIES SECTOR2012-07-162014-03-19$26,217$24,516$1,701$1,701
1950 SH UTILITIES SECTOR2012-11-122014-09-11$82,180$70,101$12,079$12,079
600 SH KANYE ANDERSON MLP2010-05-262014-05-16$21,655$14,431$7,224$7,224
35000 MORGAN STANLEY DEB2011-07-142014-09-11$35,300$35,117$183$183
CAPITAL GAINS DIVIDENDS$4,128$4,128$4,128P
FieldValueIRS element (for citing)
Capital Gain Net Income$20,092CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$53,150AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$880,422NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.060369DistributionYr1Rt
Adjusted Qlfy Distri Yr2$53,514AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$867,106NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.061716DistributionYr2Rt
Adjusted Qlfy Distri Yr3$49,510AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$892,967NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.055444DistributionYr3Rt
Adjusted Qlfy Distri Yr4$75,398AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$879,337NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.085744DistributionYr4Rt
Adjusted Qlfy Distri Yr5$27,269AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$882,461NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.030901DistributionYr5Rt
Total Distribution0.294174TotalDistributionRt
Average Distribution0.058835AverageDistributionRt
Net Vl Noncharitable Assets$889,807NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$52,352AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$428NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$52,780AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$31,850QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$857InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$857SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$857TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$857TaxDueAmt

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$739,816AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$163,541AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$903,357TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$903,357AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,550CashDeemedCharitableAmt
Net Vl Noncharitable Assets$889,807NetVlNoncharitableAssetsAmt
Minimum Investment Return$44,490MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$44,490MinimumInvestmentReturnAmt
Tax Based On Investment Income$857TaxBasedOnInvestmentIncomeAmt
Total Tax$857TotalTaxAmt
Distributable Before Adj$43,633DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$43,633DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$43,633DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$31,850ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$31,850QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$31,850AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$43,633DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$9,430ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$5,832ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$10,821ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$10,429ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$36,512TotalExcessDistributionCyovAmt
Qualifying Distributions$31,850QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$31,850AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$11,783ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$11,783ExcessDistributionCyovAppCYAmt
Total Corpus$24,729TotalCorpusAmt
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$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$24,729ExcessDistriCyovToNextYrAmt
Excess From Year3$3,479ExcessFromYear3Amt
Excess From Year2$10,821ExcessFromYear2Amt
Excess From Year1$10,429ExcessFromYear1Amt

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 (23 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdAddress Line2RecipientUSAddress/AddressLine2Txt
AMERIKIDS
88 HAMILTON AVESTAMFORDCT06902NONETO OTHER ORG. FOR MEDICAL, CHARITABLE, SCIENTIFIC, RELIGIOUS PURPOSES$2,000
ARC OF WESTCHESTER FOUNDATION
266 SAW MILL RIVER ROADHAWTHORNENY10532NONESEE ABOVE$500
CAROL TAMBOR THEATRICAL FOUNDATION
1050 FIFTH AVENUENEW YORKNY10028NONESEE ABOVE$250
CENTER FOR STRATEGIC PHILANTHROPY & CIVIC ENGAGEMENT (BEACH BASH)
7015 BERACASA WAY SUITE 105BOCA RATONFL33433NONESEE ABOVE$2,000
CITIZENS COMMITTEE FOR CHILDREN
105 EAST 22ND STNEW YORKNY10010NONESEE ABOVE$100
CORPUS CHRISTIE SCHOOL
535 WEST 121 STNEW YORKNY10027NONESEE ABOVE$1,000
ELINOR CADET (CATHOLIC CHURCH PRIEST)
NONESEE ABOVE$1,000CATHOLIC CHURCH PRIESTCAPESF
LARCHMONT HISTORICAL SOCIETY
740 W BOSTON POST RD MAMARONECKLARCHMONTNY10543NONESEE ABOVE$100TOWN CENTER
METROPOLITAN MUSEUM OF ART
1000 FIFTH AVENUENEW YORKNY10028NONESEE ABOVE$600
NEWPORT BEACH PUBLIC LIBRARY
1000 AVOCADO AVENUENEWPORT BEACHCA92660NONESEE ABOVE$100
PRIMARY STAGES
307 WEST 38TH STREET SUITE 1510NEW YORKNY10018NONESEE ABOVE$2,000
PUBLICOLOR
149 MADISON AVENUENEW YORKNY10022NONESEE ABOVE$500
READ ALLIANCE
80 MAIDEN LANE 11TH FLOORNEW YORKNY10038NONESEE ABOVE$1,000
SOS CHILDREN'S VILLAGES- USA
1001 CONNECTICUT AVE NW SUITE 1250WASHINGTONDC20036NONESEE ABOVE$200
ST JEAN BAPTISTE HIGH SCHOOL
173 EAST 75TH STNEW YORKNY10021NONESEE ABOVE$1,000
ST JOSEPH INDIAN SCHOOL
1301 MAIN STREETCHAMBERLAINSD57325NONESEE ABOVE$100
ST PATRICKS LANDMARK FOUNDATION
14 EAST 51ST STNEW YORKNY10022NONESEE ABOVE$1,000
THE DOE FUND
232 EAST 84TH STREETNEW YORKNY10028NONESEE ABOVE$200
THE LILLYS ORGANIZATION
C/O WOMENS MEDIA CTR 320 W37STNEW YORKNY10018NONESEE ABOVE$8,500
THE SCHOOL OF AMERICAN BALLET
70 LINCOLN CENTER PLAZANEW YORKNY10023NONESEE ABOVE$5,000
URYADI'S VILLAGE INC
PO BOX 1086SANDPOINTID83864NONESEE ABOVE$1,000
VIENNESE OPERA BALL
575 MADISON AVENEW YORKNY10022NONESEE ABOVE$2,700
VITAL VOICES GLOBAL PARTNERSHIP
1625 MASSACHUSETTS AVE NW SUITE 300WASHINGTONDC20036NONESEE ABOVE$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$31,850TotalGrantOrContriPdDurYrAmt
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$49ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$22,690ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$20,092ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$42,831ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$42,831TotalIncomeProducingActyAmt

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$7,700Amt
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 (8 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
KAYNE ANDERSON MLP INVESTMENT COAT COST$90,197$129,354
PIMCO HIGH YIELD FUNDAT COST$43,062$41,887
SPDR S&P DIV ETFAT COST$104,768$126,632
VANGUARD DIV APPR FUNDAT COST$140,114$150,958
MFS FOREIGN & COLONIAL EMERGING MKT ETFAT COST$41,237$35,039
MORGAN STAARBITRAGE FUNDNLEY ADJ RATE DEB 7/15/17AT COST$34,240$34,268
CALAMOS MKT NEUTRAL FUNDAT COST$106,883$104,317
CALPINE CORPAT COST$0$5,555

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
LAW JOURNAL AD$140$0$0
MISCELLANEOUS$3,666$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategoryTxt
Amt$58Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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