Third Avenue Management Private Foundation: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
Third Avenue Management Private Foundation (EIN 26-1865570)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-05-08
IRS object ID
201311289349101116
Schema version
2012v2.2
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-05-08T12:53:09-00:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1One Hollow Lane Suite 212AddressLine1
CityLake SuccessCity
StateNYState
ZIP Code11042ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN261865570EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1Third Avenue Management Private FoundationBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlTHIRNameControl
Phone8008391754Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1
CityWilmingtonCity
StateDEState
ZIP Code198091377ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameVincent J DuganName
TitleVice PresidentTitle
Date Signed2013-05-08DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJeffrey D HaskellName
Phone8008391754Phone
Date Prepared2013-05-08DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY1021388FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses0TotalRevenueAndExpenses
Total Net Investment Income0TotalNetInvestmentIncome
Taxes Rev And Expnss13TaxesRevAndExpnss
Other Expenses Rev And Expnss14719OtherExpensesRevAndExpnss
Other Expenses Dsbrs Chrtbl Prps14719OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss14732TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps14719TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss80500ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps80500ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss95232TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps95219TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-95232ExcessOfRevenueOverExpenses
Net Investment Income0NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY1116620SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY1021388SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV1021388SavingsAndTempCashInvstEOYFMV
Total Assets BOY1116620TotalAssetsBOY
Total Assets EOY1021388TotalAssetsEOY
Total Assets EOYFMV1021388TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Retained Earnings BOY1116620RetainedEarningsBOY
Retained Earnings EOY1021388RetainedEarningsEOY
Total Net Assets BOY1116620TotalNetAssetsBOY
Total Net Assets EOY1021388TotalNetAssetsEOY
Total Liabilities Net Assets BOY1116620TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY1021388TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY1116620TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-95232ExcessOfRevenueOverExpenses
Subtotal1021388Subtotal
Total Net Assets Fund Balances EOY1021388TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year1113626QualifyingDistributionsYear1
Noncharitable Assets Year1942594NoncharitableAssetsYear1
Distribution Ratio Year1000.120546DistributionRatioYear1
Qualifying Distributions Year295573QualifyingDistributionsYear2
Noncharitable Assets Year2832094NoncharitableAssetsYear2
Distribution Ratio Year2000.114858DistributionRatioYear2
Qualifying Distributions Year362292QualifyingDistributionsYear3
Noncharitable Assets Year3820674NoncharitableAssetsYear3
Distribution Ratio Year3000.075903DistributionRatioYear3
Qualifying Distributions Year464188QualifyingDistributionsYear4
Noncharitable Assets Year4363989NoncharitableAssetsYear4
Distribution Ratio Year4000.176346DistributionRatioYear4
Total Distribution Ratio000.487653TotalDistributionRatio
Average Distribution Ratio000.121913AverageDistributionRatio
Net Noncharitable Assets1044913NetNoncharitableAssets
Adjusted Noncharitable Assets127388AdjustedNoncharitableAssets
Adj Nonchrtbl Assets And One127388AdjNonchrtblAssetsAndOnePct
Qualifying Distributions95219QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax0InvestmentIncomeExciseTax

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1co Foundation SourceBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number8008391754BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1
CityWilmingtonCity
StateDEState
ZIP Code198091377ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Business HoldingsfalseBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensation
David M Barse
Foundation Source 501 Silverside RdWilmingtonDE19809President / Director / Secretary001.000
Vincent J Dugan
Foundation Source 501 Silverside RdWilmingtonDE19809Vice President / Director001.000
Curtis Jensen
Foundation Source 501 Silverside RdWilmingtonDE19809Director001.000
Michael Winer
Foundation Source 501 Silverside RdWilmingtonDE19809Director001.000

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances1060825AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets1060825TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets1060825AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable15912CashDeemedCharitable
Net Noncharitable Assets1044913NetNoncharitableAssets
Minimum Investment Return52246MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return52246MinimumInvestmentReturn
Distributable Amount Before Adj52246DistributableAmountBeforeAdj
Distributable Amount Before Ded52246DistributableAmountBeforeDed
Distributable Amount As Adjusted52246DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions95219ExpensesAndContributions
Qualifying Distributions95219QualifyingDistributions
Adj Qualifying Distributions95219AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted52246DistributableAmountAsAdjusted
Excess Distri Carryover Year447353ExcessDistriCarryoverYear4
Excess Distri Carryover Year321271ExcessDistriCarryoverYear3
Excess Distri Carryover Year253992ExcessDistriCarryoverYear2
Excess Distri Carryover Year166509ExcessDistriCarryoverYear1
Total Excess Distri Carryover189125TotalExcessDistriCarryover
Qualifying Distributions95219QualifyingDistributions
Applied To Current Year52246AppliedToCurrentYear
Remaining Distri From Corpus42973RemainingDistriFromCorpus
Total Corpus232098TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov To Next Year232098ExcessDistriCyovToNextYear
Excess From Year447353ExcessFromYear4
Excess From Year321271ExcessFromYear3
Excess From Year253992ExcessFromYear2
Excess From Year166509ExcessFromYear1
Excess From Current Year42973ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (30 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
AMERICAN JEWISH HISTORICAL SOCIETY
15 W 16TH ST FL 5NEW YORKNY10011N/A509a1General Unrestricted$500
B O N A FOUNDATION INC
10640 WESTHEIMER RDHOUSTONTX77042N/A509a1General Unrestricted$200
BUCKNELL UNIVERSITY
82 UNIVERSITY AVELEWISBURGPA17837N/A509a1General Unrestricted$250
CITY PARKS FOUNDATION
830 5TH AVENEW YORKNY10065N/A509a1Summer Stage$10,000
CITY YEAR INC
287 COLUMBUS AVEBOSTONMA02116N/A509a1General Unrestricted$250
CLARKE SCHOOL FOR THE DEAF
47 ROUND HILL RDNORTHHAMPTONMA01060N/A509a1Unknown Project$500
CT CENTER FOR CHILD DEVELOPMENT INC
95 WOLF HARBOR RDMILFORDCT06461N/A509a1General Unrestricted$500
COVENANT PREPARATORY SCHOOL INC
135 BROAD STHARTFORDCT06105N/A509a1General Unrestricted$2,000
ETZ CHAIM CENTER INC
3702 FORDS LNBALTIMOREMD21215N/A509a1General Unrestricted$250
FAIRLEIGH DICKINSON UNIVERSITY
1000 RIVER RDTEANECKNJ07666N/A509a1General Unrestricted$1,700
FRIENDS OF BUCKS ROCK INC
POST OFC 3515NEW YORKNY10163N/A509a1General Unrestricted$2,600
FRIENDS OF PELHAM SPORTS INC
243 ELDERWOOD AVEPELHAMNY10803N/A509a1General Unrestricted$2,000
FRIENDS OF SLS INC
487 HUDSON STNEW YORKNY10014N/A509a1General Unrestricted$250
HONORABLE TINA BROZMAN FOUNDATION INC
1 FEDERAL ST FL 14BOSTONMA02110N/A509a1General Unrestricted$10,000
INMOTION INC
100 BROADWAYNEW YORKNY10005N/A509a12012 Annual Photography Auction and Benefit$12,500
JDRF INTERNATIONAL
26 BROADWAY 14TH FLNEW YORKNY10004N/A509a1General Unrestricted$100
JOHN HOPKINS UNIVERSITY
100 N CHARLES ST STE 401-ABALTIMOREMD21201N/A509a1General Unrestricted$500
KIDNEY & UROLOGY FOUNDATION OF AMERICA INC
152 MADISON AVE RM 201NEW YORKNY10016N/A509a1General Unrestricted$100
LIBERATION IN NORTH KOREA
1751 TORRANCE BLVDTORRANCECA90501N/A509a1General Unrestricted$10,200
MONTCOLYME
211 S MAIN STNORTH WALESPA19454N/A509a2General Unrestricted$2,000
OPPORTUNITIES FOR A BETTER TOMORROW INC
783 4TH AVEBROOKLYNNY11232N/A509a1General Unrestricted$1,000
SALESIAN HIGH SCHOOL
148 MAIN STNEW ROCHELLENY10801N/A509a1General Unrestricted$7,000
SPROUT CREEK FARM INC
34 LAUER RDPOUGHKEEPSIENY12603N/A509a2General Unrestricted$3,000
STATEN ISLAND ACADEMY
715 TODT HILL RDSTATEN ISLANDNY10304N/A509a1General Unrestricted$10,000
THE COMMUNITY FUND OF DARIEN
PO BOX 926DARIENCT06820N/A509a2General Unrestricted$750
THE LEUKEMIA & LYMPHOMA SOCIETY INC SAN DIEGO CHAPTER
8575 GIBBS DRSAN DIEGOCA92123N/A509a1General Unrestricted$250
TUESDAYS CHILDREN
390 PLANDOME RDMANHASSETNY11030N/A509a1General Unrestricted$500
YESHIVAT CHOVEVEI TORAH RABBINICAL SCHOOL LTD
3700 HENRY HUDSON PKWY 2ND FLRRIVERDALENY10463N/A509a1General Unrestricted$750
YOUTH EDUCATION IN THE ARTS
601 HAMILTON STALLENTOWNPA18101N/A509a2The Cadets Drum Corps Project$750
ZACHARY AND ELIZABETH M FISHER CENTER FOR ALZHEIMERS RESEARCH FDN
ONE INTREPID SQ 46TH ST 12THNEW YORKNY10036N/A509a1General Unrestricted$100
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year80500TotGrantOrContriPaidDuringYear

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibility

FieldValueIRS element (for citing)
Person NameThe Urciuoli Family Charitable FounPersonName

US Address USAddress

FieldValueIRS element (for citing)
Address Line1253 Bayberry LaneAddressLine1
CityFranklin LakesCity
StateNJState
ZIP Code07417ZIPCode
FieldValueIRS element (for citing)
Grant Date2011-09-27GrantDate
Grant$10,000GrantAmount
Grant PurposeTo support grantees charitable mission of improving education.GrantPurpose
Amount Expended By Grantee3500AmountExpendedByGrantee
Any Diversion By GranteeNot to the knowledge of the grantorAnyDiversionByGrantee
Dates Of Reports By Grantee6/26/12DatesOfReportsByGrantee
Results Of VerificationNone necessaryResultsOfVerification

General Explanation Attachment GeneralExplanationAttachment

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (3 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksDisbursements Charitable PrpsDisbursementsCharitablePrps
Administrative Fees1259912599
Premium Payment for Indemnification Insurance20952095
State or Local Filing Fees2525

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryExcise Tax for 2011Category
Amount$13Amount

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