HUNGARIAN-AMERICAN ENTERPRISE SCHOLARSHIP FUND: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- HUNGARIAN-AMERICAN ENTERPRISE SCHOLARSHIP FUND (EIN 20-0490204)
- Tax period
- 2017-10-01 to 2018-09-30
- Filed
- 2019-08-14
- IRS object ID
- 201922269349100402
- Schema version
- 2017v2.3
- 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 Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Reduction Explanation Statement
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-08-14T08:41:18-05:00 | ReturnTs |
| Tax Period End | 2018-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010523282 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Berry Dunn McNeil & Parker LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1100 | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 041041100 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200490204 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hungarian-American Enterprise | BusinessNameLine1Txt |
| Business Name Line2 | Scholarship Fund | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HUNG | BusinessNameControlTxt |
| Phone | 2075534060 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o CIEE 300 Fore Street | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Timothy Propp | PersonNm |
| Person Title | Treasurer/Secretary/CFO | PersonTitleTxt |
| Phone | 2075534060 | PhoneNum |
| Signature | 2019-08-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Barbara J McGuan CPA | PreparerPersonNm |
| PTIN | P00219457 | PTIN |
| Phone | 2077752387 | PhoneNum |
| Preparation | 2019-08-08 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.49.157.66 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-08-08 | IPDt |
| IP Tm | 10:26:32 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E7B858A5D43A1C12EA56452E98FB06825C34A804 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8CB03294F4C8EEE0A7F1275F402B300CCFF6E31F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,304,904 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $2,336 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,336 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,336 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,336 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,633 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,633 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $373 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $373 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $111,342 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $97,155 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $119,348 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $373 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $104,788 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,145 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $54,523 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $124,493 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $373 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $159,311 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$122,157 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,963 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $169,608 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $159,562 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $159,562 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $45,341 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $45,341 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $45,341 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $45,341 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $40,566 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $134,292 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $597,895 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $430,866 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,100,001 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $2,274 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $989,976 | TotalAssetsBOYAmt |
| Total Assets EOY | $635,769 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,304,904 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $58,604 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $44,417 | AccountsPayableEOYAmt |
| Grants Payable BOY | $53,233 | GrantsPayableBOYAmt |
| Grants Payable EOY | $3,855 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $111,837 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $48,272 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $878,139 | UnrestrictedBOYAmt |
| Unrestricted EOY | $587,497 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $878,139 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $587,497 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $989,976 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $635,769 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $878,139 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$122,157 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $755,982 | SubtotalAmt |
| Other Decreases | $168,485 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $587,497 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $277,798 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $694,316 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.400103 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $659,905 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,000,530 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.659555 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $914,685 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,674,316 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.546304 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,395,585 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,543,996 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.548580 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,457,311 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,905,562 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.373137 | DistributionYr5Rt |
| Total Distribution | 2.527679 | TotalDistributionRt |
| Average Distribution | 0.505536 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,362,516 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,194,337 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $20 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,194,357 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $159,311 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $39 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $39 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $39 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $39 | TaxDueAmt |
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 | ME | 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 | Lori Sands co CIEE | IndividualWithBooksNm |
| Phone | 2075534062 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 Fore Street | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04101 | 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 | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| Francis Bator | |||||||||
| 85 Grove St Lincoln East 2 | Wellesley | MA | 02482 | Former Director | 0.10 | $0 | $0 | $0 | |
| George D Gould | |||||||||
| 401 Brazilian Avenue | Palm Beach | FL | 33480 | Director | 0.10 | $0 | $0 | $0 | |
| Ryan M Schwarz | |||||||||
| NaviMed Capital 1530 Wilson Blvd | Rosslyn | VA | 22209 | Chairman & Director | 2.00 | $0 | $0 | $0 | Suite 1040 |
| Eriberto Scocimara | |||||||||
| 43 Arch St 2nd Floor | Greenwich | CT | 06830 | Director | 0.25 | $0 | $0 | $0 | |
| Andras Simonyi | |||||||||
| 1717 Massachusetts Ave NW Ste 525 | Washington | DC | 20036 | Director | 0.25 | $0 | $0 | $0 | |
| Tim Propp | |||||||||
| c/o CIEE 300 Fore Street | Portland | ME | 04101 | Treasurer/Secretary/CFO | 4.00 | $0 | $0 | $0 | |
| Robert C Odle Jr | |||||||||
| 476 South Union Street | Alexandria | VA | 22314 | Counsel | 2.50 | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CIEE Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 Fore Street | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Management Services | ServiceTypeTxt |
| Compensation | $98,500 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | The funding of scholarships, fellowships, awards, and exchange programs. | Description1Txt |
| Expenses1 | $5,145 | Expenses1Amt |
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 | $87,430 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $164,585 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,146,478 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,398,493 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,398,493 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $35,977 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,362,516 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $118,126 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $118,126 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $39 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $39 | TotalTaxAmt |
| Distributable Before Adj | $118,087 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $118,087 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $118,087 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $159,311 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $159,311 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $159,311 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $118,087 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,267,015 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,270,757 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $832,325 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $611,048 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $243,512 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,224,657 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $159,311 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $118,087 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $41,224 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,265,881 | 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 | $1,267,015 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,998,866 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,270,757 | ExcessFromYear4Amt |
| Excess From Year3 | $832,325 | ExcessFromYear3Amt |
| Excess From Year2 | $611,048 | ExcessFromYear2Amt |
| Excess From Year1 | $243,512 | ExcessFromYear1Amt |
| Excess From Current Year | $41,224 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Nora Vizi co HAESF | RecipientPersonNm |
Recipient Foreign Address RecipientForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Raday UTCA 42-44 V/509 | AddressLine1Txt |
| City | Budapest | CityNm |
| Country | HU | CountryCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3614825369 | RecipientPhoneNum |
| Form And Info And Materials | Applications are submitted electronically and must include: application form, resume, essay or project proposal, proof of english proficiency, university transcripts, copy of university diploma (if applicable), and two reference letters. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Prof Intrn Prg & Sr Leaders/Sch Fellows: 10/15, 4/15; Grad School: 4/15 | SubmissionDeadlinesTxt |
| Restrictions On Awards | Professional Internship Program: $30,000; Senior Leaders and Scholars Fellowship: $60,000; Entrepreneurship Development Program: $16,000. Awards do not provide for hardware or equipment purchases, gift or pleasure shopping, vacation/leisure travel in the U.S. Awards may exceed stated limitations if specific permission is granted. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Adam Berkecz | |||||||
| 300 Fore Street | Portland | ME | 04101 | None | Individual | Fellowship | $4,128 |
| Agnes Nemes | |||||||
| 300 Fore Street | Portland | ME | 04101 | None | Individual | Fellowship | $845 |
| David Imre | |||||||
| 300 Fore Street | Portland | ME | 04101 | None | Individual | Fellowship | $17,038 |
| Khai Doan Nang | |||||||
| 300 Fore Street | Portland | ME | 04101 | None | Individual | Fellowship | $11,609 |
| Peter Zsolt | |||||||
| 300 Fore Street | Portland | ME | 04101 | None | Individual | Fellowship | $18,060 |
| Richard Berta | |||||||
| 300 Fore Street | Portland | ME | 04101 | None | Individual | Fellowship | $2,843 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $54,523 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Eniko Kiss | |||||||
| 300 Fore Street | Portland | ME | 04101 | None | Individual | Fellowship | $2,250 |
| Anna Toth | |||||||
| 300 Fore Street | Portland | ME | 04101 | None | Individual | Fellowship | $1,605 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $3,855 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,336 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,336 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,336 | 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 Fees | CategoryTxt |
| Amt | $7,633 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,633 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Investments in Affiliates | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $430,866 | BookValueAmt |
| EOYFMV | $2,100,001 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Awards Receivable | $1,069 | $0 | $0 |
| Interest Receivable | $1,205 | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Unrealized Loss on Investments | $1,456 |
| Prior Period Adjustment to reduce investment cost to actual | $167,029 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Cultural Events | $11,552 | $0 | $11,552 |
| Insurance Expense | $1,290 | $0 | $1,290 |
| CIEE Management Service Fee | $98,500 | $0 | $98,500 |
| Accrual to cash adjustment | $0 | $0 | -$14,187 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Fees | CategoryTxt |
| Amt | $373 | Amt |
| Net Investment Income | $373 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Reduction Explanation Statement ReductionExplanationStatement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | Value of foreign investment comprised of non-marketable real estate held in Hungary. | ShortExplanationTxt |
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