MARIA HULAI LION FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MARIA HULAI LION FOUNDATION INC (EIN 11-3454920)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-12
- IRS object ID
- 201933169349101583
- Schema version
- 2018v3.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-12T14:31:24-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 TIMES SQUARE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 113454920 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MARIA HULAI LION FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARI | BusinessNameControlTxt |
| Phone | 2126580788 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3172 CONEY ISLAND AVENUE NO 691 | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11235 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VOLODYMYR MAYCHENKO | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2126580788 | PhoneNum |
| Signature | 2019-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL WEIRETER | PreparerPersonNm |
| PTIN | P00140887 | PTIN |
| Phone | 2123721000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.98.98.134 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-11 | IPDt |
| IP Tm | 12:45:54 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8437725A3821FDA4A841D19062B2AC4F4A7EC995 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,390,037 | 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 |
| Interest On Sav Rev And Expnss | $179 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $179 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $71,584 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $65,003 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $97,044 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,639,089 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $97,777 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $168,807 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $162,959 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $39,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $9,750 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $29,250 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,850 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,850 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $30,779 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $30,779 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $292 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $292 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,963 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $744 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,177 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,832 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,832 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,586 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,047 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,539 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $96,152 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $51,294 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $44,816 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $106,546 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $106,546 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $202,698 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $51,294 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $151,362 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$33,891 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $111,665 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,733 | CashBOYAmt |
| Cash EOY | $4,615 | CashEOYAmt |
| Cash EOYFMV | $4,615 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $36,841 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $140,654 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $140,654 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,916,931 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,778,942 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,980,465 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $263,299 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $262,620 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $262,620 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,148 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,148 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $1,288 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,683 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,683 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,223,092 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,188,514 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,390,037 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,223,092 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,188,514 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,223,092 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,188,514 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,223,092 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,188,514 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,223,092 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$33,891 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,189,201 | SubtotalAmt |
| Other Decreases | $687 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,188,514 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $640,645 | $670,469 | -$29,824 | -$29,824 |
| PUBLICLY TRADED SECURITIES | P | $997,824 | $870,843 | $126,981 | $126,981 |
| CAPITAL GAIN DISTRIBUTION | P | $620 | $620 | $620 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $97,777 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $168,037 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,535,608 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.066271 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $144,805 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,519,686 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.057469 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $135,164 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,621,174 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051566 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $132,673 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,710,695 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048944 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $130,108 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,715,524 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047913 | DistributionYr5Rt |
| Total Distribution | 0.272163 | TotalDistributionRt |
| Average Distribution | 0.054433 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,561,359 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $139,422 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,117 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $140,539 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $151,362 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,117 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,117 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,117 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,988 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $3,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,988 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,871 | OverpaymentAmt |
| Applied To ES Tax | $3,871 | 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 | THE FOUNDATION | IndividualWithBooksNm |
| Phone | 2126580788 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3172 CONEY ISLAND AVENUE NO 691 | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11235 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| VOLODYMYR MAYCHENKO | ||||||||
| 3172 CONEY ISLAND AVENUE 691 | BROOKLYN | NY | 11235 | PRESIDENT, DIRECTOR | 40.00 | $39,000 | $0 | $0 |
| ANATOLIY MAYCHENKO | ||||||||
| 3172 CONEY ISLAND AVENUE 691 | BROOKLYN | NY | 11235 | TREASURER, DIRECTOR | 5.00 | $0 | $0 | $0 |
| DMYTRO MAYCHENKO | ||||||||
| 3172 CONEY ISLAND AVENUE 691 | BROOKLYN | NY | 11235 | SECRETARY, DIRECTOR | 2.00 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,484,121 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $114,757 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,486 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,600,364 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,600,364 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $39,005 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,561,359 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $128,068 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $128,068 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,117 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,117 | TotalTaxAmt |
| Distributable Before Adj | $126,951 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $11,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $137,951 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $137,951 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $151,362 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $151,362 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,117 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $150,245 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $137,951 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $5,461 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $21,905 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $41,281 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $68,647 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $151,362 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $137,951 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $13,411 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $82,058 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $82,058 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $5,461 | ExcessFromYear3Amt |
| Excess From Year2 | $21,905 | ExcessFromYear2Amt |
| Excess From Year1 | $41,281 | ExcessFromYear1Amt |
| Excess From Current Year | $13,411 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| KYIV MOHYLA FOUNDATION OF AMERICA | |||||||
| PO BOX 46009 | CHICAGO | IL | 60646 | NONE | PC | FOR GENERAL CHARITABLE PURPOSES | $3,000 |
| REVIVED SOLDIERS OF UKRAINE | |||||||
| 134 DETMAR DRIVE | WINTER PARK | FL | 32789 | NONE | PC | FOR GENERAL CHARITABLE PURPOSES | $23,546 |
| UKRAINIAN CATHOLIC EDUCATION FOUNDATION | |||||||
| 2247 W CHICAGO AVE | CHICAGO | IL | 60622 | NONE | PC | FOR GENERAL CHARITABLE PURPOSES | $20,000 |
| UKRAINIAN TECHNOLOGICAL SOCIETY OF PITTSBURGH | |||||||
| PO BOX 4277 | PITTSBURGH | PA | 15203 | NONE | PC | FOR GENERAL CHARITABLE PURPOSES | $3,000 |
| UNITED UKRAINIAN AMERICAN RELIEF COMMITTIE | |||||||
| 1206 COTTMAN AVENUE | PHILADELPHIA | PA | 19111 | NONE | PC | FOR GENERAL CHARITABLE PURPOSES | $20,000 |
| UNIVERSAL AID FOR CHILDREN UKRAINE | |||||||
| 2103 CORAL WAY SUITE 202 | MIAMI | FL | 33145 | NONE | PC | FOR GENERAL CHARITABLE PURPOSES | $12,000 |
| US UKRAINE FOUNDATION | |||||||
| 1660 L STREET NW - SUITE 1000 | WASHINGTON | DC | 20036 | NONE | PC | FOR GENERAL CHARITABLE PURPOSES | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $106,546 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $179 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $71,584 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $97,044 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $168,807 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $168,807 | TotalIncomeProducingActyAmt |
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 SERVICES | CategoryTxt |
| Amt | $13,700 | Amt |
| Net Investment Income | $6,850 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,850 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS | BondNm |
| EOY Book Value | $262,620 | EOYBookValueAmt |
| EOYFMV | $262,620 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE EQUITIES | StockNm |
| EOY Book Value | $1,778,942 | EOYBookValueAmt |
| EOYFMV | $1,980,465 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM BROKER | Desc |
| BOY Book Value | $1,288 | BOYBookValueAmt |
| EOY Book Value | $1,683 | EOYBookValueAmt |
| EOYFMV | $1,683 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT ON SECURITIES BASIS | Desc |
| Amt | $687 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK SERVICE & OTHER FEES | $463 | $463 | $0 |
| INSURANCE | $1,245 | $311 | $934 |
| NYS DEPT OF LAW | $250 | $0 | $250 |
| OFFICE SUPPLIES & EXPENSES | $4,537 | $0 | $4,537 |
| PAYROLL SERVICE FEES | $1,091 | $273 | $818 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $30,779 | Amt |
| Net Investment Income | $30,779 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES PAID | $2,903 | $726 | $2,177 |
| FOREIGN TAX PAID | $18 | $18 | $0 |
| FEDERAL EXCISE TAX | $42 | $0 | $0 |
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