MUKKAMALA FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- MUKKAMALA FAMILY FOUNDATION (EIN 38-3224822)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-09
- IRS object ID
- 201831299349101588
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-09T14:40:33-04:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-05-02 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANITA ABROL | PreparerPersonNm |
| PTIN | P00113064 | PTIN |
| Phone | 8102384617 | PhoneNum |
| Preparation | 2018-05-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,160 | 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 | $11 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $955 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $50,930 | GrossSalesPriceAmt |
| Total Rev And Expnss | $966 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,632 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,632 | AccountingFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $213 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $107 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $106 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,845 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,739 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $106 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $44,304 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $44,104 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $46,149 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,739 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $44,210 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$45,183 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$2 | CashBOYAmt |
| Cash EOY | $12,158 | CashEOYAmt |
| Cash EOYFMV | $12,160 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $33 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $95,298 | CorporateStockBOYAmt |
| Total Assets BOY | $95,329 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,158 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,160 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $37,988 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $37,988 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $57,341 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,158 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $57,341 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,158 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $95,329 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,158 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $57,341 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$45,183 | ExcessRevenueOverExpensesAmt |
| Subtotal | $12,158 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $12,158 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $188,141 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $38,311 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 4.910887 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $477,110 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $89,689 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 5.319604 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $230,259 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $198,746 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.158559 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $203,679 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $100,003 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 2.036729 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $15,526 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $47,202 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.328927 | DistributionYr5Rt |
| Total Distribution | 13.754706 | TotalDistributionRt |
| Average Distribution | 2.750941 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $20,749 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $57,079 | AdjNetVlNoncharitableAssetsAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $57,079 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $44,210 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
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 |
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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $21,065 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,065 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $21,065 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $316 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,749 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,037 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,037 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $1,037 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,037 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,037 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $44,210 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $44,210 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $44,210 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,037 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $13,166 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $198,749 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $220,714 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $472,626 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $186,225 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,091,480 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $44,210 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,037 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $43,173 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,134,653 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $13,166 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,121,487 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $198,749 | ExcessFromYear4Amt |
| Excess From Year3 | $220,714 | ExcessFromYear3Amt |
| Excess From Year2 | $472,626 | ExcessFromYear2Amt |
| Excess From Year1 | $186,225 | ExcessFromYear1Amt |
| Excess From Current Year | $43,173 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | APPARAO 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 (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Address Line2RecipientForeignAddress/AddressLine2Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CHINMAYA MISSION WEST | |||||||||||
| 1765 CHANNING AVENUE | PALO ALTO | CA | 94303 | NONE | GENERAL | $3,502 | |||||
| JEEYAR EDUCATIONAL TRUST | |||||||||||
| 222 DEY RD | CRANBURY | NJ | 08512 | NONE | GENERAL | $2,001 | |||||
| KASI TEMPLE | |||||||||||
| 1147 ELMS RD | FLINT | MI | 48532 | NONE | GENERAL | $101 | |||||
| INDO AMERICAN HEALTH EDUCATION | |||||||||||
| 5206 GATEWAY CENTRE | FLINT | MI | 48507 | NONE | GENERAL | $25,000 | |||||
| TIRUMALA TIRUPATHI DEVASTHANAM | |||||||||||
| NONE | GENERAL | $1,500 | TTD TIRUPAI- TIRUMALA | CHITTOR DISTRICT | ANDHRA | ANDHRA PRADESH | IN | ||||
| FLINT DIAPER BANK | |||||||||||
| 5190 EXCHANGE DRIVE | FLINT | MI | 48507 | NONE | GENERAL | $2,000 | |||||
| NORTH AMERICAN TELUGA SOCIETY | |||||||||||
| PO BOX 452 | LEDGEWOOD | NJ | 07852 | NONE | GENERAL | $10,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $44,104 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $955 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $11 | ExclusionAmt |
| Related Or Exempt Function Incm | $955 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $966 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES-ACCOUNTING | CategoryTxt |
| Amt | $1,632 | Amt |
| Net Investment Income | $1,632 | NetInvestmentIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (5 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| ALPHABET INC | 2012-04 | PURCHASE | 2017-01 | $16,021 | $15,849 | $172 |
| APPLE | 2008-06 | PURCHASE | 2017-01 | $11,803 | $11,582 | $221 |
| LEVEL 3 COMMUNICATIONS | 2013-01 | PURCHASE | 2017-01 | $11,532 | $11,272 | $260 |
| LEVEL 3 COMMUNICATIONS | 2013-01 | PURCHASE | 2017-01 | $5,787 | $5,636 | $151 |
| LEVEL 3 COMMUNICATIONS | 2013-08 | PURCHASE | 2017-01 | $5,787 | $5,636 | $151 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm |
|---|
| ALPHABET INC 20 SH |
| ALPHABET INC 20 SH |
| AMERICAN INTERNATIONAL 200 SH |
| APPLE 400 SH |
| APPLE 100 SH |
| APPLE 100 SH |
| BOEING 20 SH |
| JPMORGAN CHASE 100 SH |
| LEVEL 3 COMMUNICATION 400 SH |
| SPDR US FINANCIALL 250 SH |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| BANK SERVICE CHARGES | $213 | $107 | $106 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT CLEARING | Desc |
| BOY Book Value | $37,988 | BOYBookValueAmt |
Comments