MUKKAMALA FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
MUKKAMALA FAMILY FOUNDATION (EIN 38-3224822)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-04-30
IRS object ID
202431219349101903
Schema version
2023v5.0
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)
Return2024-04-30T13:38:34-04:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN383205662PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LEWIS & KNOPF CPASBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15206 GATEWAY CENTRE SUITE 100AddressLine1Txt
CityFLINTCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48507ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN383224822EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MUKKAMALA FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMUKKBusinessNameControlTxt
Phone8102579828PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14545 WARWICK CIRCLEAddressLine1Txt
CityGRAND BLANCCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48439ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAPPARAO MUKKAMALAPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8106950188PhoneNum
Signature2024-04-29SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstAPPARAOPersonFirstNm
Person LastMUKKAMALAPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANITA ABROLPreparerPersonNm
PTINP00113064PTIN
Phone8102384617PhoneNum
Preparation2024-04-29PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$8,639FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$250,961ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,349DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,349DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$4,805NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$66,210GrossSalesPriceAmt
Other Income Rev And Expnss$157OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$257,273TotalRevAndExpnssAmt
Total Net Invst Incm$1,350TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,465AccountingFeesRevAndExpnssAmt
Other Expenses Rev And Expnss$181OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,646TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$92,005ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$92,005ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$93,651TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$92,005TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$163,622ExcessRevenueOverExpensesAmt
Net Investment Income$1,350NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$25,687CashBOYAmt
Cash EOY$8,636CashEOYAmt
Cash EOYFMV$8,639CashEOYFMVAmt
Corporate Stock BOY$119,417CorporateStockBOYAmt
Corporate Stock EOY$300,090CorporateStockEOYAmt
Total Assets BOY$145,104TotalAssetsBOYAmt
Total Assets EOY$308,726TotalAssetsEOYAmt
Total Assets EOYFMV$8,639TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$145,104RetainedEarningBOYAmt
Retained Earning EOY$308,726RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$145,104TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$308,726TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$145,104TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$308,726TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$145,104TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$163,622ExcessRevenueOverExpensesAmt
Subtotal$308,726SubtotalAmt
Tot Net Ast Or Fund Balances EOY$308,726TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$19InvestmentIncomeExciseTaxAmt
Subtotal$19SubtotalAmt
Tax Based On Investment Income$19TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$30EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$30TotalPaymentsAndCreditsAmt
Overpayment$11OverpaymentAmt
Applied To ES Tax$11AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksLEWIS KNOPF CPA'S PCIndividualWithBooksNm
Phone8102384617PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15206 GATEWAY CENTRE STE 100AddressLine1Txt
CityFLINTCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48507ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
APPARAO MUKKAMALA
4545 WARWICK CIRCLEGRAND BLANCMI48439PRESIDENT5.00$0$0$0
SUMATHI MUKKAMALA
4545 WARWICK CIRCLEGRAND BLANCMI48439DIRECTOR3.00$0$0$0
SRINIVAS MUKKAMALA
4545 WARWICK CIRCLEGRAND BLANCMI48439DIRECTOR3.00$0$0$0
APARNA MUKKAMALA
4545 WARWICK CIRCLEGRAND BLANCMI48439DIRECTOR3.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$163,368AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$9,718AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$173,086TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$173,086AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,596CashDeemedCharitableAmt
Net Vl Noncharitable Assets$170,490NetVlNoncharitableAssetsAmt
Minimum Investment Return$8,525MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$8,525MinimumInvestmentReturnAmt
Tax Based On Investment Income$19TaxBasedOnInvestmentIncomeAmt
Total Tax$19TotalTaxAmt
Distributable Before Adj$8,506DistributableBeforeAdjAmt
Distributable Before Ded$8,506DistributableBeforeDedAmt
Distributable As Adjusted$8,506DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$92,005ExpensesAndContributionsAmt
Qualifying Distributions$92,005QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$8,506DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$13,242ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$87,946ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$77,643ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$234,187ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$56,659ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$469,677TotalExcessDistributionCyovAmt
Qualifying Distributions$92,005QualifyingDistributionsAmt
Applied To Current Year$8,506AppliedToCurrentYearAmt
Remaining Distri From Corpus$83,499RemainingDistriFromCorpusAmt
Total Corpus$553,176TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$13,242ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$539,934ExcessDistriCyovToNextYrAmt
Excess From Year4$87,946ExcessFromYear4Amt
Excess From Year3$77,643ExcessFromYear3Amt
Excess From Year2$234,187ExcessFromYear2Amt
Excess From Year1$56,659ExcessFromYear1Amt
Excess From Current Year$83,499ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerAPPARAO SUMATHI MUKKAMALAContributingManagerNm
Contributing ManagerSRINIVAS MUKKAMALAContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonAPPARAO MUKKAMALARecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line14545 WARWICK CIRCLEAddressLine1Txt
CityGRAND BLANCCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48439ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8102579828RecipientPhoneNum
Form And Info And MaterialsWRITTEN APPLICATION DETAILING AMOUNT REQUESTED AND PROPOSED USE OF FUNDS.FormAndInfoAndMaterialsTxt
Submission DeadlinesNOSubmissionDeadlinesTxt
Restrictions On AwardsMUST SATISFY THE PURPOSES OF THE FOUNDATIONRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
CHINMAYA MISSION WEST
1765 CHANNING AVENUEPALO ALTOCA94303NONEGENERAL$13,001
KASI TEMPLE
1147 ELMS RDFLINTMI48532NONEGENERAL$4,500
JET USA EDUCATIONAL TRUST
222 DYE ROADCRANBURYNJ08512NONEGENERAL$55,000
CHINMAYA MISSION FLINT
6499 CALKINS RDFLINTMI48532NONEGENERAL$4,004
CHINMAYA MISSION CLEVELAND
3115 OAKWOOD LNWESTLAKEOH44145NONEGENERAL$10,000
MOTT COLLEGE FOUNDATION
1401 E COURT STFLINTMI48503NONEGENERAL$500
AAPI
600 ENTERPRISE DROAK BROOKIL60523NONEGENERAL$5,000STE 108
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$92,005TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,349ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$4,805RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescNON DIVIDEND DISTRIBUTIONSDesc
Related Or Exempt Function Incm$157RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,350ExclusionAmt
Related Or Exempt Function Incm$4,962RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$6,312TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionIndPerson ContributionPersonContributionInd
SRINIVAS MUKKAMALA
14545 WARWICK CIRCLEGRAND BLANCMI48439$191,982Yes (X)
APPARAO SUMATHI MUKKAMALA
24545 WARWICK CIRCLEGRAND BLANCMI48439$58,979Yes (X)Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmt
1542 SHARES IF INVESCO$191,982
2360 SHARES OF ALPHABET$49,979

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEES-ACCOUNTINGCategoryTxt
Amt$1,465Amt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (8 entries)

AssetAssetDescHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
ISHARES US MEDICALPURCHASE2023-01$10,308$9,988$320
ISHARES US MEDICALPURCHASE2023-02$16,575$15,771$804
ISHARES EXPANDEDPURCHASE2023-02$14,090$12,793$1,297
APPLE INCPURCHASE2023-08$5,865$4,943$922
APPLE INCPURCHASE2023-08$3,910$3,295$615
ISHARES US MEDICALPURCHASE2023-08$7,100$6,711$389
ISHARES US MEDICALPURCHASE2023-08$8,343$7,886$457
ISHARES US MEDICALPURCHASE2023-08$19$18$1

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockINVESTMENTS - MERRILL LYNCHStockNm
EOY Book Value$300,090EOYBookValueAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
BANK SERVICE CHARGES$180
INTEREST EXPENSE$1

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescNON DIVIDEND DISTRIBUTIONSDesc
Revenue And Expenses Per Books$157RevenueAndExpensesPerBooksAmt

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