MUKKAMALA FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MUKKAMALA FAMILY FOUNDATION (EIN 38-3224822)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-09
- IRS object ID
- 202331299349103658
- Schema version
- 2022v5.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-09T09:41:25-04:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 383205662 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEWIS & KNOPF CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5206 GATEWAY CENTRE SUITE 100 | AddressLine1Txt |
| City | FLINT | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48507 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383224822 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MUKKAMALA FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MUKK | BusinessNameControlTxt |
| Phone | 8102579828 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4545 WARWICK CIRCLE | AddressLine1Txt |
| City | GRAND BLANC | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48439 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | APPARAO MUKKAMALA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8106950188 | PhoneNum |
| Signature | 2023-04-30 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | APPARAO | PersonFirstNm |
| Person Last | MUKKAMALA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANITA ABROL | PreparerPersonNm |
| PTIN | P00113064 | PTIN |
| Phone | 8102384617 | PhoneNum |
| Preparation | 2023-05-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $25,689 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $100,709 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,047 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,047 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$12,870 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $67,408 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $661 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $89,548 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,048 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,460 | AccountingFeesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $180 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $1,640 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $60,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $60,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $61,640 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $60,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $27,908 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,048 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $18,211 | CashBOYAmt |
| Cash EOY | $25,687 | CashEOYAmt |
| Cash EOYFMV | $25,689 | CashEOYFMVAmt |
| Corporate Stock BOY | $98,985 | CorporateStockBOYAmt |
| Corporate Stock EOY | $119,417 | CorporateStockEOYAmt |
| Total Assets BOY | $117,196 | TotalAssetsBOYAmt |
| Total Assets EOY | $145,104 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $25,689 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $117,196 | RetainedEarningBOYAmt |
| Retained Earning EOY | $145,104 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $117,196 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $145,104 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $117,196 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $145,104 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $117,196 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $27,908 | ExcessRevenueOverExpensesAmt |
| Subtotal | $145,104 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $145,104 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $15 | SubtotalAmt |
| Tax Based On Investment Income | $15 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $45 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $45 | TotalPaymentsAndCreditsAmt |
| Overpayment | $30 | OverpaymentAmt |
| Applied To ES Tax | $30 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LEWIS KNOPF CPA'S PC | IndividualWithBooksNm |
| Phone | 8102384617 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5206 GATEWAY CENTRE STE 100 | AddressLine1Txt |
| City | FLINT | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48507 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| APPARAO MUKKAMALA | ||||||||
| 4545 WARWICK CIRCLE | GRAND BLANC | MI | 48439 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| SUMATHI MUKKAMALA | ||||||||
| 4545 WARWICK CIRCLE | GRAND BLANC | MI | 48439 | DIRECTOR | 3.00 | $0 | $0 | $0 |
| SRINIVAS MUKKAMALA | ||||||||
| 4545 WARWICK CIRCLE | GRAND BLANC | MI | 48439 | DIRECTOR | 3.00 | $0 | $0 | $0 |
| APARNA MUKKAMALA | ||||||||
| 4545 WARWICK CIRCLE | GRAND BLANC | MI | 48439 | DIRECTOR | 3.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $59,980 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,155 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $68,135 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $68,135 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,022 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $67,113 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,356 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,356 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15 | TotalTaxAmt |
| Distributable Before Adj | $3,341 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,341 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,341 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $60,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $60,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,341 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $43,173 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $13,242 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $87,946 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $77,643 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $234,187 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $456,191 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $60,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $3,341 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $56,659 | RemainingDistriFromCorpusAmt |
| Total Corpus | $512,850 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $43,173 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $469,677 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $13,242 | ExcessFromYear4Amt |
| Excess From Year3 | $87,946 | ExcessFromYear3Amt |
| Excess From Year2 | $77,643 | ExcessFromYear2Amt |
| Excess From Year1 | $234,187 | ExcessFromYear1Amt |
| Excess From Current Year | $56,659 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | APPARAO SUMATHI MUKKAMALA | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | APPARAO MUKKAMALA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4545 WARWICK CIRCLE | AddressLine1Txt |
| City | GRAND BLANC | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48439 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8102579828 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN APPLICATION DETAILING AMOUNT REQUESTED AND PROPOSED USE OF FUNDS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO | SubmissionDeadlinesTxt |
| Restrictions On Awards | MUST SATISFY THE PURPOSES OF THE FOUNDATION | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CHINMAYA MISSION WEST | ||||||
| 1765 CHANNING AVENUE | PALO ALTO | CA | 94303 | NONE | GENERAL | $24,000 |
| KASI TEMPLE | ||||||
| 1147 ELMS RD | FLINT | MI | 48532 | NONE | GENERAL | $2,000 |
| JET USA EDUCATIONAL TRUST | ||||||
| 222 DYE ROAD | CRANBURY | NJ | 08512 | NONE | GENERAL | $33,000 |
| CHINMAYA MISSION FLINT | ||||||
| 6499 CALKINS RD | FLINT | MI | 48532 | NONE | GENERAL | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $60,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,047 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$12,870 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON DIVIDEND DISTRIBUTIONS | Desc |
| Related Or Exempt Function Incm | $661 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,048 | ExclusionAmt |
| Related Or Exempt Function Incm | -$12,209 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$11,161 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | APPARAO SUMATHI MUKKAMALA | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4545 WARWICK CIRCLE | AddressLine1Txt |
| City | GRAND BLANC | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48439 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $100,709 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt |
|---|---|---|
| 1 | 140 SHARES APPLE | $18,190 |
| 1 | 500 BANK OF AMERICA | $16,560 |
| 1 | 100 ISHARES | $25,585 |
| 1 | 768 ISHARES US MEDICAL | $40,374 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES-ACCOUNTING | CategoryTxt |
| Amt | $1,460 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (6 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|
| APPLE | PURCHASE | 2022-04 | $6,298 | $6,591 | -$293 |
| BLACKSTONE INC | PURCHASE | 2022-04 | $3,805 | $4,818 | -$1,013 |
| APPLE | PURCHASE | 2022-05 | $26,867 | $30,482 | -$3,615 |
| BLACKSTONE INC | PURCHASE | 2022-05 | $5,336 | $6,883 | -$1,547 |
| APPLE | PURCHASE | 2022-11 | $6,635 | $7,415 | -$780 |
| BLACKSTONE INC | PURCHASE | 2022-11 | $18,467 | $24,089 | -$5,622 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS - MERRILL LYNCH | StockNm |
| EOY Book Value | $119,417 | EOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| BANK SERVICE CHARGES | $180 |
| INTEREST EXPENSE |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON DIVIDEND DISTRIBUTIONS | Desc |
| Revenue And Expenses Per Books | $661 | RevenueAndExpensesPerBooksAmt |
Comments