TRUCKIN FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- TRUCKIN FOUNDATION (EIN 27-3999963)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-11
- IRS object ID
- 202513159349100706
- Schema version
- 2024v5.2
- 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
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-11T01:21:12-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 333709623 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 AVENUE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 | 2025-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVE KREINIK | PreparerPersonNm |
| PTIN | P00839914 | PTIN |
| Phone | 2122970400 | PhoneNum |
| Preparation | 2025-11-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,004,889 | 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 |
| Dividends Rev And Expnss | $40,338 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $40,338 | DividendsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$20,569 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $235,503 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $561,956 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $235,503 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $275,841 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $275,841 | 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 | $9,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,800 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,800 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $8,159 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,511 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $3,298 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $3,298 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $3,298 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $14,760 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $14,760 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $35,817 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,369 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $3,298 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,800 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $150,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $150,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $186,317 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,369 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $3,298 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $155,300 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $89,524 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $250,472 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $13,545 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $281,486 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $281,486 | SavAndTempCashInvstEOYFMVAmt |
| Land Bldg Investments BOY | $180,204 | LandBldgInvestmentsBOYAmt |
| Other Assets BOY | $1,257,574 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,257,869 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,723,403 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,451,323 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,539,355 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,004,889 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $4,225 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $4,225 | LoansFromOfficersEOYAmt |
| Other Liabilities BOY | $1,492 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $5,717 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,225 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $94,441 | RetainedEarningBOYAmt |
| Retained Earning EOY | $183,965 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,445,606 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,535,130 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,451,323 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,539,355 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,445,606 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $89,524 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,535,130 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,535,130 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|---|
| DETROIT CONDO | P | $352,500 | $79,141 | $296,476 | $135,165 | $135,165 | ||
| ENERGY FUND ADMIRAL | P | $15,000 | $15,465 | -$465 | -$465 | 2023-12-27 | 2024-01-22 | |
| ENERGY FUND ADMIRAL | P | $21,644 | $21,125 | $519 | $519 | 2023-12-27 | 2024-06-06 | |
| ENERGY FUND ADMIRAL | P | $63,356 | $52,993 | $10,363 | $10,363 | 2022-12-31 | 2024-06-06 | |
| EQUITY INCOME FUND ADM | P | $20,000 | $19,535 | $465 | $465 | 2022-12-31 | 2024-03-18 | |
| CAPITAL GAINS DIVIDENDS | P | $89,456 | $89,456 | $89,456 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $235,503 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,482 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,482 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,482 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $48 | EsPenaltyAmt |
| Overpayment | $1,470 | OverpaymentAmt |
| Applied To ES Tax | $1,470 | 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 | 3053716200 | 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 | $729,173 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $192,414 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,113,443 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,035,030 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,035,030 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,525 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,004,505 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $100,225 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $100,225 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,482 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,482 | TotalTaxAmt |
| Distributable Before Adj | $96,743 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $96,743 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $96,743 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $155,300 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $155,300 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $96,743 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $84,640 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $155,300 | QualifyingDistributionsAmt |
| Applied To Year1 | $84,640 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $70,660 | 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 | $26,083 | 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 (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACHILLES INTERNATIONAL | |||||||
| 315 WEST 39TH STREET SUITE 205 | NEW YORK | NY | 10018 | NONE | PUBLIC | GENERAL UNRESTRICTED | $10,000 |
| AHRC | |||||||
| 83 MAIDEN LANE | NEW YORK | NY | 10038 | NONE | PUBLIC | GENERAL UNRESTRICTED | $2,000 |
| CAMFED (THE CAMPAIGN FOR FEMALE EDUCATION) | |||||||
| 466 GEARY STREET SUITE 400 | SAN FRANCISCO | CA | 94102 | NONE | PUBLIC | GENERAL UNRESTRICTED | $10,000 |
| CENTRAL PARK CONSERVANCY | |||||||
| 14 EAST 60TH STREET | NEW YORK | NY | 10022 | NONE | PUBLIC | GENERAL UNRESTRICTED | $5,000 |
| CHABAD - FRIENDSHIP CIRCLE | |||||||
| 419 EAST 77TH STREET | NEW YORK | NY | 10075 | NONE | PUBLIC | GENERAL UNRESTRICTED | $8,000 |
| CHABAD - LUBAVITCH ANNUAL APPEAL | |||||||
| 419 EAST 77TH STREET | NEW YORK | NY | 10075 | NONE | PUBLIC | GENERAL UNRESTRICTED | $2,000 |
| JAZZ FOUNDATION OF AMERICA | |||||||
| 247 WEST 37TH STREET SUITE 201 | NEW YORK | NY | 10018 | NONE | PUBLIC | GENERAL UNRESTRICTED | $5,000 |
| NEW YORK PUBLIC LIBRARY | |||||||
| FIFTH AVE 42ND ST | NEW YORK | NY | 10018 | NONE | PUBLIC | GENERAL UNRESTRICTED | $10,000 |
| NEW YORK SOCIETY LIBRARY | |||||||
| 53 E 79TH STREET | NEW YORK | NY | 10075 | NONE | PUBLIC | GENERAL UNRESTRICTED | $5,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| 123 WILLIAM STREET 10TH FLOOR | NEW YORK | NY | 10038 | NONE | PUBLIC | GENERAL UNRESTRICTED | $5,000 |
| RIP MEDICAL DEBT | |||||||
| 28-07 JACKSON AVE 5TH FLOOR | LONG ISLAND CITY | NY | 11101 | NONE | PUBLIC | GENERAL UNRESTRICTED | $5,000 |
| THE DOE FUND | |||||||
| 345 E 102ND ST 305 | NEW YORK | NY | 10029 | NONE | PUBLIC | GENERAL UNRESTRICTED | $10,000 |
| THE FRICK COLLECTION | |||||||
| 1 E 70TH ST | NEW YORK | NY | 10021 | NONE | PUBLIC | GENERAL UNRESTRICTED | $10,000 |
| THE NATURE CONSERVANCY | |||||||
| 4245 N FAIRFAX DRIVE SUITE 100A | ARLINGTON | VA | 22203 | NONE | PUBLIC | GENERAL UNRESTRICTED | $10,000 |
| THE PUBLIC | |||||||
| 425 LAFAYETTE STREET | NEW YORK | NY | 10003 | NONE | PUBLIC | GENERAL UNRESTRICTED | $5,000 |
| THE WEST STOCKBRIDGE HISTORICAL SOCIETY | |||||||
| 9 MAIN STREET | WEST STOCKBRIDGE | MA | 01266 | NONE | PUBLIC | GENERAL UNRESTRICTED | $5,000 |
| WBGO | |||||||
| 54 PARK PLACE | NEWARK | NJ | 07102 | NONE | PUBLIC | GENERAL UNRESTRICTED | $1,000 |
| INTERNATIONAL CENTER FOR JOURNALISTS | |||||||
| 750 17TH STREET NW SUITE 300 | WASHINGTON | DC | 20006 | NONE | PUBLIC | GENERAL UNRESTRICTED | $10,000 |
| MET MUSEUM | |||||||
| 1000 5TH AVE | NEW YORK | NY | 10028 | NONE | PUBLIC | GENERAL UNRESTRICTED | $25,000 |
| NYU ISAW | |||||||
| 15 E 84TH ST | NEW YORK | NY | 10028 | NONE | PUBLIC | GENERAL UNRESTRICTED | $5,000 |
| IOWA UNIVERSITY | |||||||
| 130 BYINGTON RD | IOWA CITY | IA | 52242 | NONE | PUBLIC | GENERAL UNRESTRICTED | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $150,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $40,338 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | -$20,569 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $89,456 | ExclusionAmt |
| Related Or Exempt Function Incm | $146,047 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $109,225 | ExclusionAmt |
| Related Or Exempt Function Incm | $146,047 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $255,272 | 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 | 8 | LineNumberTxt |
| Relationship Statement | RENTAL PROPERTY SOLD IN 2024. PROCEEDS WILL CONTINUE THE ORGANIZATIONS MISSION. | 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 | $9,600 | Amt |
| Net Investment Income | $4,800 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,800 | 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 | $3,298 | $3,298 | $3,298 | $75,843 | 27.500000000000 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INV IN WEITZ PARTNERS III OPPORTUNITIES | $411,386 | $439,554 | $427,439 |
| INV IN KERRISDALE OFFSHORE LTD | $177,415 | $177,415 | $564,106 |
| INV IN VANGUARD ENERGY FUND ADMIRAL | $271,438 | $224,403 | $302,640 |
| INV IN VANGUARD EQUITY INCOME FUND ADMIRAL | $397,335 | $416,497 | $429,218 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| HOA DUES | $4,860 | $4,860 | $0 |
| UTILITIES | $298 | $298 | $0 |
| HOA LIEN | $9,602 | $9,602 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSITS | Desc |
| BOY Book Value | $1,492 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| TAXES | $5,648 | $0 | $0 | $0 |
| PROPERTY TAX | $2,511 | $2,511 | $0 |