TRUCKIN FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- TRUCKIN FOUNDATION (EIN 27-3999963)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201923199349102397
- Schema version
- 2018v3.1
- 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
- Depreciation Schedule
- Investments Land Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T14:15:18-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 223754856 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNTRACHT EARLY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 325 COLUMBIA TURNPIKE SUITE 202 | AddressLine1Txt |
| City | FLORHAM PARK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07932 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 273999963 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TRUCKIN' FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O VLADIMIR JELISAVCIC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TRUC | BusinessNameControlTxt |
| Phone | 2122970400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 516 EAST 78TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10075 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VALADIMIR JELISAVCIC | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2122970400 | PhoneNum |
| Signature | 2019-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GEORGE YAGER | PreparerPersonNm |
| PTIN | P00167689 | PTIN |
| Phone | 9734086700 | PhoneNum |
| Preparation | 2019-11-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 208.87.236.201 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-12 | IPDt |
| IP Tm | 10:44:08 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | EDB39D0ABD12B69992936AF3DAC6988F41178221 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B82C95D14DA0908ED575920171BA3CF043C8FEFA | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,559,767 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $226 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $12,309 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,309 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $20,850 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $20,850 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $863 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$990 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $51,733 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,000 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $33,395 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $33,159 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $6,000 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,235 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,083 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $7,914 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $7,914 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $7,914 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $9,991 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,991 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $26,140 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,988 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $7,914 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $61,574 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $61,574 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $87,714 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,988 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $7,914 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $67,574 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$54,319 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,171 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $378,341 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $260,734 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $260,734 | SavAndTempCashInvstEOYFMVAmt |
| Invst Land Cost Or Other Basis | $256,047 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $36,273 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $227,688 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $219,774 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $219,774 | LandBldgInvestmentsEOYFMVAmt |
| Other Assets BOY | $616,124 | OtherAssetsBOYAmt |
| Other Assets EOY | $686,428 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,079,259 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,222,153 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,166,936 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,559,767 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $4,225 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $4,225 | LoansFromOfficersEOYAmt |
| Other Liabilities BOY | $2,548 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,650 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $6,773 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,875 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,351,165 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,351,165 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$135,785 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$190,104 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,215,380 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,161,061 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,222,153 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,166,936 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,215,380 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$54,319 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,161,061 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,161,061 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 52.7228 SHS BOWERY OPPORTUNITY FUND, LTD. | P | 2014-10-01 | 2018-12-31 | $33,418 | $52,723 | -$19,305 | -$19,305 |
| CAPITAL GAIN DISTRIBUTION - WEITZ PARTNERS | P | 2018-12-31 | $18,315 | $18,315 | $18,315 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$990 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $50,125 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,260,709 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.039759 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $41,723 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,390,042 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.030016 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $50,760 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,499,044 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.033862 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $71,218 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,566,665 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045458 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $36,480 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,372,583 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.026578 | DistributionYr5Rt |
| Total Distribution | 0.175673 | TotalDistributionRt |
| Average Distribution | 0.035135 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,292,408 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $45,409 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $132 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $45,541 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $67,574 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $132 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $132 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $132 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $300 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $300 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $168 | OverpaymentAmt |
| Applied To ES Tax | $168 | 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 | VLADIMIR JELISAVCIC | IndividualWithBooksNm |
| Phone | 2122970400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 516 EAST 78TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10075 | 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 |
|---|---|---|---|---|---|---|---|---|
| VLADIMIR JELISAVCIC | ||||||||
| 516 EAST 78 TH STREET | NEW YORK | NY | 10075 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| BETSY JELISAVCIC | ||||||||
| 516 EAST 78 TH STREET | NEW YORK | NY | 10075 | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $85,378 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $386,875 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $839,836 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,312,089 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,312,089 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,681 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,292,408 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $64,620 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $64,620 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $132 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $132 | TotalTaxAmt |
| Distributable Before Adj | $64,488 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $1,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $65,488 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $65,488 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $67,574 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $67,574 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $132 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $67,442 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $65,488 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $56,744 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $67,574 | QualifyingDistributionsAmt |
| Applied To Year1 | $56,744 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,830 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $54,658 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | VLADIMIR JELISAVCIC | ContributingManagerNm |
| 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 | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN INDIAN COLLEGE FUND | |||||||
| 8333 GREENWOOD BLVD | DENVER | CO | 80221 | NONE | PUBLIC | GENERAL UNRESTRICTED | $1,000 |
| BRECKER-METAL FOUNDATION INC | |||||||
| ONE NEVA COURT | SUFFERN | NY | 10901 | NONE | PUBLIC | GENERAL UNRESTRICTED | $1,000 |
| CAMPAIGN FOR FEMALE EDUCATION | |||||||
| 466 GEARY STREET SUITE 400 | SAN FRANCISCO | CA | 94102 | NONE | PUBLIC | GENERAL UNRESTRICTED | $20,000 |
| METROPOLITAN MUSEUM OF ART | |||||||
| 1000 5TH AVENUE | NEW YORK | NY | 10028 | NONE | PUBLIC | GENERAL UNRESTRICTED | $1,500 |
| NEW YORK UNIVERSITY | |||||||
| 25 W 4TH STREET 4TH FL | NEW YORK | NY | 10012 | NONE | PUBLIC | GENERAL UNRESTRICTED | $5,500 |
| THE ROCKEFELLER UNIVERSITY | |||||||
| 1230 YORK AVE | NEW YORK | NY | 10065 | NONE | PUBLIC | GENERAL UNRESTRICTED | $5,000 |
| PARKINSON'S UNITY WALK | |||||||
| PO BOX 275 | KINGSTON | NJ | 08528 | NONE | PUBLIC | GENERAL UNRESTRICTED | $1,000 |
| FRIENDSHIP CIRCLE OF THE UPPER EAST SIDE | |||||||
| 419 E 77TH ST | NEW YORK | NY | 10075 | NONE | PUBLIC | GENERAL UNRESTRICTED | $1,074 |
| THE BOWERY MISSION | |||||||
| 432 PARK AVENUE SOUTH 3RD FL | NEW YORK | NY | 10016 | NONE | PUBLIC | GENERAL UNRESTRICTED | $250 |
| THE DOE FUND | |||||||
| 345 E 102ND ST 305 | NEW YORK | NY | 10029 | NONE | PUBLIC | GENERAL UNRESTRICTED | $250 |
| FOWA | |||||||
| PO BOX 3701 | WAYNE | NJ | 07470 | NONE | PUBLIC | GENERAL UNRESTRICTED | $5,000 |
| BABYCASTLES | |||||||
| 145 W 14TH ST | NEW YORK | NY | 10011 | NONE | PUBLIC | GENERAL UNRESTRICTED | $250 |
| ACHILLES INTERNATIONAL | |||||||
| 42 W 38TH ST SUITE 400 | NEW YORK | NY | 10018 | NONE | PUBLIC | GENERAL UNRESTRICTED | $1,000 |
| CITY MEALS ON WHEELS | |||||||
| 355 LEXINGTON AVE | NEW YORK | NY | 10017 | NONE | PUBLIC | GENERAL UNRESTRICTED | $500 |
| CLEARWATER COMMUNITY VOLUNTEERS | |||||||
| 133 N FORT HARRISON AVE | CLEARWATER | FL | 33755 | NONE | PUBLIC | GENERAL UNRESTRICTED | $1,000 |
| DOCTORS WITHOUT BORDER | |||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | NONE | PUBLIC | GENERAL UNRESTRICTED | $1,000 |
| THE UNIVERSITY OF IOWA | |||||||
| ONE WEST PARK ROAD | IOWA CITY | IA | 52242 | NONE | PUBLIC | GENERAL UNRESTRICTED | $5,000 |
| NEW YORK HISTORICAL SOCIETY | |||||||
| 170 CENTRAL PARK WEST | NEW YORK | NY | 10024 | NONE | PUBLIC | GENERAL UNRESTRICTED | $1,000 |
| WORLD WILDLIFE FUND | |||||||
| 1250 24TH ST NW | WASHINGTON | DC | 20037 | NONE | PUBLIC | GENERAL UNRESTRICTED | $250 |
| NY TIMES NEEDIEST | |||||||
| 620 EIGHTH AVENUE 4TH FLOOR | NEW YORK | NY | 10018 | NONE | PUBLIC | GENERAL UNRESTRICTED | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $61,574 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,309 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $863 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$990 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECOVERY | Desc |
| Related Or Exempt Function Incm | $1,000 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $12,182 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,000 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,182 | 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 | OTHER INCOME - RECOVERY ($1,000) | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,000 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Prior Year DepreciationPriorYearDepreciationAmt | LifeLifeRt |
|---|---|---|---|---|---|---|---|---|
| LAND | 2014-06-15 | $38,407 | L | $0 | $0 | $0 | ||
| BUILDING | 2014-06-15 | $217,640 | SL | $7,914 | $7,914 | $7,914 | $28,359 | 27.500000000000 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| LAND | $38,407 | $0 | $38,407 | $38,407 |
| BUILDING | $217,640 | $36,273 | $181,367 | $181,367 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (5 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INV IN KERRISDALE OFFSHORE LTD | $177,415 | $177,415 | $619,348 |
| INV IN WEITZ PARTNERS III OPPORTUNITIES | $240,744 | $259,059 | $244,629 |
| INV IN BOWERY OPP FUND LTD | $118,004 | $65,280 | $33,802 |
| INV IN VANGUARD HIGH-YIELD CORP FUND | $78,976 | $183,753 | $180,559 |
| RENT RECEIVABLE | $985 | $921 | $921 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MAINTENANCE LABOR | $55 | $55 | $0 | $0 |
| SUPPLIES | $10 | $10 | $0 | $0 |
| MANAGEMENT FEES | $2,085 | $2,085 | $0 | $0 |
| HOA DUES | $7,324 | $7,324 | $0 | $0 |
| INSURANCE | $509 | $509 | $0 | $0 |
| REPAIR FEES | $8 | $8 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECOVERY | Desc |
| Revenue And Expenses Per Books | $1,000 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $1,000 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| SECURITY DEPOSITS | $1,650 | $1,650 |
| DUE TO SUDBURY CAPITAL | $898 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PROPERTY TAXES | $2,083 | $2,083 | $0 | $0 |
| TAXES | $152 | $0 | $0 | $0 |