TRUCKIN FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- TRUCKIN FOUNDATION (EIN 27-3999963)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201823199349104712
- Schema version
- 2017v2.3
- 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 Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-15T16:16:28-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-11-13 | 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 | 2018-11-06 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 65.51.35.2 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-13 | IPDt |
| IP Tm | 09:38:58 | IPTm |
| IP Timezone | US | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 72BA7A3CE7BC86E5D1C9976F367573FA7FE27A4D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 72BA7A3CE7BC86E5D1C9976F367573FA7FE27A4D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,471,368 | 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 | $235 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $235 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $7,728 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,728 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $20,575 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $20,575 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $1,068 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$108,656 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $308,047 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $104 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $104 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | -$80,014 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $28,642 | 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 | $5,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,500 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $100 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $100 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,552 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,552 | 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 | $11,612 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,487 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $125 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $26,678 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,053 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $7,914 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,625 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $44,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $44,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $71,178 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,053 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $7,914 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $50,125 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$151,192 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,589 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $18,683 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $378,341 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $378,341 | SavAndTempCashInvstEOYFMVAmt |
| Invst Land Cost Or Other Basis | $256,047 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $28,359 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $235,602 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $227,688 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $227,688 | LandBldgInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,094,005 | OtherAssetsBOYAmt |
| Other Assets EOY | $616,124 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $865,339 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,348,290 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,222,153 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,471,368 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $4,225 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $4,225 | LoansFromOfficersEOYAmt |
| Other Liabilities BOY | $1,650 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,548 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $5,875 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,773 | 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 | -$8,750 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$135,785 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,342,415 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,215,380 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,348,290 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,222,153 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,342,415 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$151,192 | ExcessRevenueOverExpensesAmt |
| Other Increases | $24,157 | OtherIncreasesAmt |
| Subtotal | $1,215,380 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,215,380 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| CAPITAL GAIN DISTRIBUTION - WEITZ PARTNERS | P | 2017-12-31 | $11,575 | $11,575 | $11,575 | ||
| SABRA INVESTMENT LP | P | -$54,383 | -$54,383 | ||||
| SABRA INVESTMENT LP | P | $1,378 | $1,378 | ||||
| 1256 GAIN/LOSS FROM PASSTHROUGH | P | -$19 | -$19 | ||||
| SUDBURY CAPITAL LP | P | $428 | $428 | ||||
| SUDBURY CAPITAL LP | P | -$31,083 | -$31,083 | ||||
| 329.2209 SHS BOWERY OPPORTUNITY FUND, LTD. | P | 2017-12-31 | $292,472 | -$36,749 | -$36,749 | 2014-10-01 | $329,221 |
| 681.431 SHS VANGUARD HIGH-YIELD CORP FUND | P | 2017-01-06 | $4,000 | $197 | $197 | $3,803 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$108,656 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $41,723 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,390,042 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.030016 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $50,760 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,499,044 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.033862 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $71,218 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,566,665 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045458 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $36,480 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,372,583 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.026578 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $74,795 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,161,155 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.064414 | DistributionYr5Rt |
| Total Distribution | 0.200328 | TotalDistributionRt |
| Average Distribution | 0.040066 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,260,709 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $50,512 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $76 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $50,588 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $50,125 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $152 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $152 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $152 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $152 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | 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 |
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 | $76,370 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $252,136 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $951,402 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,279,908 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,279,908 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,199 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,260,709 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $63,035 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $63,035 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $152 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $152 | TotalTaxAmt |
| Distributable Before Adj | $62,883 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $62,883 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $62,883 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $50,125 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $50,125 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $50,125 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $62,883 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $43,986 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $50,125 | QualifyingDistributionsAmt |
| Applied To Year1 | $43,986 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,139 | 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 | $56,744 | 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 (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CAMPAIGN FOR FEMALE EDUCATION | |||||||
| 466 GEARY STREET SUITE 400 | SAN FRANCISCO | CA | 94102 | NONE | PUBLIC | GENERAL UNRESTRICTED | $20,000 |
| UNITED SPINAL ASSOCIATION | |||||||
| 12034 QUEENS BLVD SUITE 320 | KEW GARDENS | NY | 11415 | NONE | PUBLIC | GENERAL UNRESTRICTED | $250 |
| ROCKEFELLER UNIVERSITY | |||||||
| 1230 YORK AVE | NEW YORK | NY | 10065 | NONE | PUBLIC | GENERAL UNRESTRICTED | $3,000 |
| AMERICAN MUSEUM OF NATURAL HISTORY | |||||||
| CENTRAL PARK WEST 79TH STREET | NEW YORK | NY | 10024 | NONE | PUBLIC | GNERAL UNRESTRICTED | $1,750 |
| RHIZOME COMMUNICATION | |||||||
| 180 VARICK STREET | NEW YORK | NY | 10014 | NONE | PUBLIC | GENERAL UNRESTRICTED | $7,500 |
| NEW YORK UNIVERSITY | |||||||
| 70 WASHINGTON SQUARE SOUTH | NEW YORK | NY | 10012 | NONE | PUBLIC | GENERAL UNRESTRICTED | $1,500 |
| CORNELL UNIVERSITY | |||||||
| 616 THURSTON AVE | ITHACA | NY | 14853 | NONE | PUBLIC | GENERAL UNRESTRICTED | $1,000 |
| QUEST TO LEARN | |||||||
| 351 W 18TH STREET | NEW YORK | NY | 10011 | NONE | PUBLIC | GENERAL UNRESTRICTED | $2,000 |
| METROPOLITAN MUSEUM OF ART | |||||||
| 1000 5TH AVENUE | NEW YORK | NY | 10028 | NONE | PUBLIC | GENERAL UNRESTRICTED | $1,500 |
| AMERICAN INDIAN COLLEGE FUND | |||||||
| 8333 GREENWOOD BLVD | DENVER | CO | 80221 | NONE | PUBLIC | GENERAL UNRESTRICTED | $1,000 |
| BRECKER - METAL FOUNDATION | |||||||
| 1 NEVA CT | SUFFERN | NY | 10901 | NONE | PUBLIC | GENERAL UNRESTRICTED | $1,000 |
| TIEGERMAN SCHOOL | |||||||
| 100 GLEN COVE AVE | GLEN COVE | NY | 11542 | NONE | PUBLIC | GENERAL UNRESTRICTED | $1,000 |
| THE REECE SCHOOL | |||||||
| 25 E 104TH ST | NEW YORK | NY | 10029 | NONE | PUBLIC | GENERAL UNRESTRICTED | $1,000 |
| THE RESOLUTION PROJECT | |||||||
| 420 LEXINGTON AVENUE SUITE 1626 | NEW YORK | NY | 10170 | NONE | PUBLIC | GENERAL UNRESTRICTED | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $44,500 | 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 | $235 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,728 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $1,068 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $104 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$108,656 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$99,521 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$99,521 | 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 FEES | CategoryTxt |
| Amt | $5,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,500 | 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 | $20,445 | 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 | $28,359 | $189,281 | $189,281 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (7 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INV IN KERRISDALE OFFSHORE LTD | $177,415 | $177,415 | $445,151 |
| INV IN WEITZ PARTNERS III OPPORTUNITIES | $229,169 | $240,744 | $258,075 |
| INV IN SUDBURY CAPITAL | $74,194 | $0 | $0 |
| INV SABRA INVESTMENTS | $32,737 | $0 | $0 |
| INV IN BOWERY OPP FUND LTD | $502,992 | $118,004 | $78,665 |
| INV IN VANGUARD HIGH-YIELD CORP FUND | $77,498 | $78,976 | $82,463 |
| RENT RECEIVABLE | $0 | $985 | $985 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| LEGAL FEES | $10 | $10 | $0 | $0 |
| PLUMBING | $125 | $125 | $0 | $0 |
| MAINTENANCE LABOR | $125 | $125 | $0 | $0 |
| SUPPLIES | $434 | $434 | $0 | $0 |
| MANAGEMENT FEES | $2,055 | $2,055 | $0 | $0 |
| HOA DUES | $6,805 | $6,805 | $0 | $0 |
| INSURANCE | $487 | $487 | $0 | $0 |
| FILING FEES | $250 | $125 | $0 | $125 |
| INVESTMENT FEES | $1,112 | $1,112 | $0 | $0 |
| THROUGH SABRA INVESTMENTS, LP | $209 | $209 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| THROUGH SUDBURY CAPITAL FUND, LP | $102 | $102 |
| THROUGH SABRA INVESTMENTS, LP | $2 | $2 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX DIFFERENCES | Desc |
| Amt | $24,157 | Amt |
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 | $0 | $898 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROPERTY TAXES | CategoryTxt |
| Amt | $1,552 | Amt |
| Net Investment Income | $1,552 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |