MUKKAMALA FAMILY FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
MUKKAMALA FAMILY FOUNDATION (EIN 38-3224822)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-06-19
IRS object ID
201731709349100373
Schema version
2016v3.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2017-06-19T15:58:32-04:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN383205662PreparerFirmEIN

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11100 TORREY ROAD SUITE 400AddressLine1Txt
CityFENTONCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48430ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN383224822EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAPPARAO MUKKAMALAPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8106950188PhoneNum
Signature2017-05-12SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANITA ABROLPreparerPersonNm
PTINP00113064PTIN
Phone8102384617PhoneNum
Preparation2017-05-15PreparationDt

Filing Security Information FilingSecurityInformation

FieldValueIRS element (for citing)
At Submission Creation Device Id9B378BFF7B0BDFFE79585F0726D6BACE7AD7E6C0AtSubmissionCreationDeviceId
At Submission Filing Device Id0BB837DB6F385191FFF42EB654D419ADC5B15E8FAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$95,331FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$186,782ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$559DividendsRevAndExpnssAmt
Dividends Net Invst Incm$559DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$8,300NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$179,368GrossSalesPriceAmt
Total Rev And Expnss$179,042TotalRevAndExpnssAmt
Total Net Invst Incm$560TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,384AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,384AccountingFeesNetInvstIncmAmt
Other Expenses Rev And Expnss$5,460OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$125OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$5,435OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,844TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,509TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,435TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$182,706ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$182,706ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$189,550TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,509TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$188,141TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$10,508ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY-$2CashEOYAmt
Sav And Temp Cash Invst BOY$9,489SavAndTempCashInvstBOYAmt
Prepaid Expenses EOY$33PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$33PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$58,360CorporateStockBOYAmt
Corporate Stock EOY$95,298CorporateStockEOYAmt
Corporate Stock EOYFMV$95,298CorporateStockEOYFMVAmt
Total Assets BOY$67,849TotalAssetsBOYAmt
Total Assets EOY$95,329TotalAssetsEOYAmt
Total Assets EOYFMV$95,331TotalAssetsEOYFMVAmt
Other Liabilities EOY$37,988OtherLiabilitiesEOYAmt
Total Liabilities EOY$37,988TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$67,849RetainedEarningBOYAmt
Retained Earning EOY$57,341RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$67,849TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$57,341TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$67,849TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$95,329TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$67,849TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$10,508ExcessRevenueOverExpensesAmt
Subtotal$57,341SubtotalAmt
Tot Net Ast Or Fund Balances EOY$57,341TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$477,110AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$89,689NetVlNoncharitableAssetsYr1Amt
Distribution Yr15.319604DistributionYr1Rt
Adjusted Qlfy Distri Yr2$230,259AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$198,746NetVlNoncharitableAssetsYr2Amt
Distribution Yr21.158559DistributionYr2Rt
Adjusted Qlfy Distri Yr3$203,679AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$100,003NetVlNoncharitableAssetsYr3Amt
Distribution Yr32.036729DistributionYr3Rt
Adjusted Qlfy Distri Yr4$15,526AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$47,202NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.328927DistributionYr4Rt
Adjusted Qlfy Distri Yr5$20,625AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$60,031NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.343572DistributionYr5Rt
Total Distribution9.187391TotalDistributionRt
Average Distribution1.837478AverageDistributionRt
Net Vl Noncharitable Assets$38,311NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$70,396AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$70,396AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$188,141QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

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

Location Of Books US Address LocationOfBooksUSAddress

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

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
APPARAO MUKKAMALA
4545 WARWICK CIRCLEGRAND BLANCMI48439PRESIDENT000.00$0$0$0
SUMATHI MUKKAMALA
4545 WARWICK CIRCLEGRAND BLANCMI48439DIRECTOR000.00$0$0$0
SRINIVAS MUKKAMALA
4545 WARWICK CIRCLEGRAND BLANCMI48439DIRECTOR000.00$0$0$0
APARNA MUKKAMALA
4545 WARWICK CIRCLEGRAND BLANCMI48439DIRECTOR000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$23,964AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$14,930AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$38,894TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$38,894AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$583CashDeemedCharitableAmt
Net Vl Noncharitable Assets$38,311NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,916MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,916MinimumInvestmentReturnAmt
Distributable Before Adj$1,916DistributableBeforeAdjAmt
Distributable Before Ded$1,916DistributableBeforeDedAmt
Distributable As Adjusted$1,916DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$188,141ExpensesAndContributionsAmt
Qualifying Distributions$188,141QualifyingDistributionsAmt
Adjusted Qualifying Distri$188,141AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,916DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$17,623ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$13,166ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$198,749ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$220,714ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$472,626ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$922,878TotalExcessDistributionCyovAmt
Qualifying Distributions$188,141QualifyingDistributionsAmt
Applied To Current Year$1,916AppliedToCurrentYearAmt
Remaining Distri From Corpus$186,225RemainingDistriFromCorpusAmt
Total Corpus$1,109,103TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$17,623ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,091,480ExcessDistriCyovToNextYrAmt
Excess From Year4$13,166ExcessFromYear4Amt
Excess From Year3$198,749ExcessFromYear3Amt
Excess From Year2$220,714ExcessFromYear2Amt
Excess From Year1$472,626ExcessFromYear1Amt
Excess From Current Year$186,225ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerAPPARAO MUKKAMALAContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonAPPARAO MUKKAMALARecipientPersonNm

Recipient US Address RecipientUSAddress

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtAddress Line2RecipientForeignAddress/AddressLine2TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCd
CHINMAYA MISSION WEST
1765 CHANNING AVENUEPALO ALTOCA94303NONEGENERAL OPERATIONS$2,102
JEEYAR EDUCATIONAL TRUST
222 DEY RDCRANBURYNJ08512NONEGENERAL OPERATIONS$6,001
KASI TEMPLE
1147 ELMS RDFLINTMI48532NONEGENERAL$351
INDO AMERICAN HEALTH EDUCATION
5206 GATEWAY CENTREFLINTMI48507NONEGENERAL$105,000
HURLEY FOUNDATION
ONE HURLEY PLAZAFLINTMI48503NONEGENERAL$60,000
CORD USA
4545 WARWICK CIRCLE DRGRAND BLANCMI48473NONEGENERAL$6,000
TIRUMALA TIRUPATHI DEVASTHANAM
NONEGENERAL$1,001TTD TIRUPAI- TIRUMALACHITTOR DISTRICTANDHRAANDHRA PRADESHIN
LUKE M POWER CATHOLIC HIGH SCHOOL
1505 W COURT STFLINTMI48503NONEGENERAL$1,000
N RITYANJALI
2508 NANDI HILLSSWARTZ CREEKMI48473NONEGENERAL$250
CMDFW
17701 DAVENPORT ROADDALLASTX75252NONEGENERAL$1,001
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$182,706TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$559ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$8,300RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$559ExclusionAmt
Related Or Exempt Function Incm-$8,299RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$7,740TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonDRS APPARAO SUMATHI MUKKAMALAContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line14545 WARWICK CIRCLEAddressLine1Txt
CityGRAND BLANCCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48439ZIPCd
FieldValueIRS element (for citing)
Total Contributions$186,782TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1MULTIPLE STOCKS$62,9102016-08-31
1MULTIPLE STOCKS$25,0752016-11-30
1MULTIPLE STOCKS$95,2972016-12-31

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEES-ACCOUNTINGCategoryTxt
Amt$1,384Amt
Net Investment Income$1,384NetInvestmentIncomeAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (15 entries)

AssetAssetDescHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
APPLEPURCHASE2016-03$20,706$23,234-$2,528
AMERICAN INTLPURCHASE2016-06$10,829$11,892-$1,063
APPLEPURCHASE2016-06$19,398$23,234-$3,836
APPLEPURCHASE2016-08$10,787$10,885-$98
BOEINGPURCHASE2016-08$16,588$16,768-$180
DELPHI AUTOMOTIVEPURCHASE2016-08$6,609$6,786-$177
JPMORGAN CHASEPURCHASE2016-08$19,534$19,731-$197
PROCTOR & GAMBLEPURCHASE2016-08$8,635$8,740-$105
BOEINGPURCHASE2016-11$14,593$14,241$352
QUALCOMPURCHASE2016-11$6,683$6,834-$151
ALPHABET INCPURCHASE2016-12$15,751$15,831-$80
APPLEPURCHASE2016-12$11,718$11,726-$8
BOEINGPURCHASE2016-12$3,067$3,150-$83
JPMORGAN CHASEPURCHASE2016-12$8,665$8,713-$48
SPDR US FINANCIALPURCHASE2016-12$5,805$5,903-$98

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ALPHABET INC 20 SH$15,831$15,831
ALPHABET INC 20 SH$15,849$15,849
AMERICAN INTERNATIONAL 200 SH
APPLE 400 SH
APPLE 100 SH$11,726$11,726
APPLE 100 SH$11,582$11,582
BOEING 20 SH$3,150$3,150
JPMORGAN CHASE 100 SH$8,713$8,713
LEVEL 3 COMMUNICATION 400 SH$22,544$22,544
SPDR US FINANCIALL 250 SH$5,903$5,903

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
BANK SERVICE CHARGES$150$125$125
MEALS$5,310$5,310

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescINVESTMENT CLEARINGDesc
EOY Book Value$37,988EOYBookValueAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.