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DKA CHARITABLE TRUST: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
DKA CHARITABLE TRUST (EIN 20-1866593)
Tax period
2015-12-01 to 2016-11-30
Filed
2017-10-16
IRS object ID
201732899349100813
Schema version
2015v3.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2017-10-16T11:03:39-05:00ReturnTs
Tax Period End2016-11-30TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2015-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201866593EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DKA CHARITABLE TRUSTBusinessNameLine1Txt
Business Name Line2C/O ALPINE RESOURCES LLCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlDKACBusinessNameControlTxt
Phone2126415006PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 5028AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10150ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonODED ABOODIPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2126415006PhoneNum
Signature2017-10-16SignatureDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$222,509FMVAssetsEOYAmt
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$5InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$5InterestOnSavNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$5TotalRevAndExpnssAmt
Total Net Invst Incm$5TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$660TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$660TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$21,330ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$21,330ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$21,990TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$21,330TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$21,985ExcessRevenueOverExpensesAmt
Net Investment Income$5NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$67,541SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$45,556SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$45,556SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$131,184CorporateStockBOYAmt
Corporate Stock EOY$131,184CorporateStockEOYAmt
Corporate Stock EOYFMV$176,953CorporateStockEOYFMVAmt
Total Assets BOY$198,725TotalAssetsBOYAmt
Total Assets EOY$176,740TotalAssetsEOYAmt
Total Assets EOYFMV$222,509TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$198,725RetainedEarningBOYAmt
Retained Earning EOY$176,740RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$198,725TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$176,740TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$198,725TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$176,740TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$198,725TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$21,985ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$176,740SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$176,740TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$38,052AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$206,453NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.184313DistributionYr1Rt
Adjusted Qlfy Distri Yr2$17,352AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$142,562NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.121715DistributionYr2Rt
Adjusted Qlfy Distri Yr3$19,830AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$4,753NetVlNoncharitableAssetsYr3Amt
Distribution Yr34.172102DistributionYr3Rt
Adjusted Qlfy Distri Yr4$16,752AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$7,033NetVlNoncharitableAssetsYr4Amt
Distribution Yr42.381914DistributionYr4Rt
Adjusted Qlfy Distri Yr5$7,050AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,677NetVlNoncharitableAssetsYr5Amt
Distribution Yr52.633545DistributionYr5Rt
Total Distribution9.493589TotalDistributionRt
Average Distribution1.898718AverageDistributionRt
Net Vl Noncharitable Assets$199,718NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$379,208AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$0NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$379,208AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$21,330QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

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

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 StateNJOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp Rqr0ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksS ITZKOWITZ CO ALPINE RESOURCESIndividualWithBooksNm
Phone2126415006PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 5028AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10150ZIPCd
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
DAVID ABOODI
20 WEST 64TH STREETNEW YORKNY10023TRUSTEE - AS REQUIRED0.00$0$0$0
ODED ABOODI
C/O ALPINE RESOURCES LLC POB 5028NEW YORKNY10150TRUSTEE - AS REQUIRED0.00$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$140,919AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$61,840AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$202,759TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$202,759AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,041CashDeemedCharitableAmt
Net Vl Noncharitable Assets$199,718NetVlNoncharitableAssetsAmt
Minimum Investment Return$9,986MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$9,986MinimumInvestmentReturnAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$9,986DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$9,986DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$9,986DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$21,330ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$21,330QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$21,330AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$9,986DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$6,916ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$16,400ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$19,592ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$10,670ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$28,908ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$82,486TotalExcessDistributionCyovAmt
Qualifying Distributions$21,330QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$9,986AppliedToCurrentYearAmt
Remaining Distri From Corpus$11,344RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$93,830TotalCorpusAmt
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$6,916ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$86,914ExcessDistriCyovToNextYrAmt
Excess From Year4$16,400ExcessFromYear4Amt
Excess From Year3$19,592ExcessFromYear3Amt
Excess From Year2$10,670ExcessFromYear2Amt
Excess From Year1$28,908ExcessFromYear1Amt
Excess From Current Year$11,344ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerODED ABOODIContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN BRAIN TUMOR ASSOCIATION
8550 W BRYN MAWR AVE STE 550CHICAGOIL60631PUBLIC CHARITIES, I.R.C. SECTION 170(C)$250
ASPEN HIGHLANDS SKI PATROL
PO BOX 1248ASPENCO81611PUBLIC CHARITIES, I.R.C. SECTION 170(C)$500
BIULLIS SCHOOL
10601 FALLS ROADPOTOMACMD20854PUBLIC CHARITIES, I.R.C. SECTION 170(C)$100
CONGREGATION GESHER SHALOM
1449 ANDERSON AVENUEFORT LEENJ07024PUBLIC CHARITIES, I.R.C. SECTION 170(C)$1,800
CONGREGATION GESHER SHALOM
1449 ANDERSON AVENUEFORT LEENJ07024PUBLIC CHARITIES, I.R.C. SECTION 170(C)$1,800
DWIGHT ENGLEWOOD SCHOOL
315 EAST PALISADE AVENUEENGLEWOODNJ07631PUBLIC CHARITIES, I.R.C. SECTION 170(C)$5,000
HARVARD UNIVERSITY
124 MOUNT AUBURN STREETCAMBRIDGEMA021385795PUBLIC CHARITIES, I.R.C. SECTION 170(C)PUBLIC CHARITIES, I.R.C. SECTION 170(C)$1,000
HORACE MANN SCHOOL
231 W 246TH STREETBRONXNY104712999PUBLIC CHARITIES, I.R.C. SECTION 170(C)$100
LITERACY INC
5030 BROADWAY SUITE 641NEW YORKNY10034PUBLIC CHARITIES, I.R.C. SECTION 170(C)$540
NEW YORK ROAD RUNNERS TEAM FOR KIDS
156 W 56TH STREETNEW YORKNY10019PUBLIC CHARITIES, I.R.C. SECTION 170(C)$2,700
NJ AUDBON WORLD
9 HARDSCRABBLE ROADBERNARDSVILLENJ07924PUBLIC CHARITIES, I.R.C. SECTION 170(C)$360
NEW YORK UNIVERSITY
25 W 4TH STREETNEW YORKNY10012PUBLIC CHARITIES, I.R.C. SECTION 170(C)$5,000
NEW YORK CITY OPERA
1700 BROADWAY 39TH FLOORNEW YORKNY10019PUBLIC CHARITIES, I.R.C. SECTION 170(C)$1,000
RIVERDALE COUNTRY SCHOOL
5250 FIELDSTON ROADBRONXNY104712999PUBLIC CHARITIES, I.R.C. SECTION 170(C)$1,000
SUSAN G KOMEN
PO BOX 660843DALLASTX752660843PUBLIC CHARITIES, I.R.C. SECTION 170(C)$180
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$21,330TotalGrantOrContriPdDurYrAmt
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$5ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$5ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number4LineNumberTxt
Relationship StatementN/ARelationshipStatementTxt

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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMARKETABLE SECURITIESStockNm
EOY Book Value$131,184EOYBookValueAmt
EOYFMV$176,953EOYFMVAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryIRSCategoryTxt
Amt$660Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt