HUNGARIAN-AMERICAN ENTERPRISE SCHOLARSHIP FUND: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- HUNGARIAN-AMERICAN ENTERPRISE SCHOLARSHIP FUND (EIN 20-0490204)
- Tax period
- 2015-10-01 to 2016-09-30
- Filed
- 2017-06-09
- IRS object ID
- 201741609349100204
- Schema version
- 2015v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-06-09T12:17:52-05:00 | ReturnTs |
| Tax Period End | 2016-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222428965 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TEN WEYBOSSET STREET - SUITE 700 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-10-01 | 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 | TIM PROPP | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2075534060 | PhoneNum |
| Signature | 2017-06-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAMELA SAWIN | PreparerPersonNm |
| PTIN | P00852182 | PTIN |
| Phone | 4014214800 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,083,137 | 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 | $40,914 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $40,914 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $40,914 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $17,587 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $946,666 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $17,587 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $58,501 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $58,501 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $40,914 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $70,732 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $70,732 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $19,257 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $19,257 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $150 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $150 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $227,156 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $227,156 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $317,295 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $317,295 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $258,907 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $343,195 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $576,202 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $660,490 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$517,701 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $58,501 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $40,914 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $60,265 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $416,125 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $416,125 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $246,610 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $63,272 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $63,272 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $1,231,781 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $490,681 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $490,681 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,500,001 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,100,001 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,100,001 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $22,414 | OtherAssetsBOYAmt |
| Other Assets EOY | $13,058 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $13,058 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,061,071 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,083,137 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,083,137 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $455,889 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $416,164 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $455,889 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $416,164 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $3,605,182 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,666,973 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,605,182 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,666,973 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,061,071 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,083,137 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,605,182 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$517,701 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,087,481 | SubtotalAmt |
| Other Decreases | $420,508 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,666,973 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SALE OF SECURITIES | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Acquired | 2015-10-01 | AcquiredDt |
| Sold | 2016-09-30 | SoldDt |
| Gross Sales Price | $946,666 | GrossSalesPriceAmt |
| Cost Or Other Basis | $929,079 | CostOrOtherBasisAmt |
| Gain Or Loss | $17,587 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $17,587 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $17,587 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $914,685 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,674,316 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.546304 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,395,585 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,543,996 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.548580 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,457,311 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,905,562 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.373137 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,283,162 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,054,311 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.253875 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,697,379 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,116,031 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.412382 | DistributionYr5Rt |
| Total Distribution | 2.134278 | TotalDistributionRt |
| Average Distribution | 0.426856 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,000,530 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $427,082 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $585 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $427,667 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $660,490 | 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 | $585 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $585 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $585 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $651 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $651 | TotalPaymentsAndCreditsAmt |
| Overpayment | $66 | OverpaymentAmt |
| Applied To ES Tax | $66 | 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 |
| 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 | 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 1901 N MOORE STREET | ROSSLYN | VA | 22209 | CHAIRMAN & DIRECTOR | 2.00 | $0 | $0 | $0 | STE 1004 |
| 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 | $178,500 | 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 | $391,036 | 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 | $963,396 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $52,371 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,015,767 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,015,767 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,237 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,000,530 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $50,027 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $50,027 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $585 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $585 | TotalTaxAmt |
| Distributable Before Adj | $49,442 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $49,442 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $49,442 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $660,490 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $660,490 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $585 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $659,905 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $49,442 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,496,171 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,036,052 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,267,015 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,270,757 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $832,325 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,902,320 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $660,490 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $49,442 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $611,048 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,513,368 | 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 | $1,496,171 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,017,197 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,036,052 | ExcessFromYear4Amt |
| Excess From Year3 | $1,267,015 | ExcessFromYear3Amt |
| Excess From Year2 | $1,270,757 | ExcessFromYear2Amt |
| Excess From Year1 | $832,325 | ExcessFromYear1Amt |
| Excess From Current Year | $611,048 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ELIZABETH SIMON 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 |
| Foreign Postal | 1092 | ForeignPostalCd |
| 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 SCHOL.: 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 (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANNA TOTH | |||||||
| 619 MONTGOMERY ST | SAVANNAH | GA | 31401 | NONE | N/A | FELLOWSHIP | $1,230 |
| CSABA MATYAS | |||||||
| 517 MEADOW HALL DRIVE | ROCKVILLE | MD | 20850 | NONE | N/A | FELLOWSHIP | $3,300 |
| GYULA SCHMEL | |||||||
| 1430 COLLEGIATE CIRCLE 204 | RALEIGH | NC | 27603 | NONE | N/A | FELLOWSHIP | $13,116 |
| LARION GUNGI | |||||||
| 2141 SW 25TH STREET | MIAMI | FL | 33133 | NONE | N/A | FELLOWSHIP | $9,325 |
| MATE CSANAD | |||||||
| 67 RIVERSIDE DRIVE | RIVERHEAD | NY | 11901 | NONE | N/A | FELLOWSHIP | $24,475 |
| NANDOR HAJDU | |||||||
| 21-15 30TH ROAD 3 | QUEENS | NY | 11102 | NONE | N/A | FELLOWSHIP | $17,273 |
| PANNA VASS | |||||||
| 708 ADAMS STREET | ALBANY | NY | 94706 | NONE | N/A | FELLOWSHIP | $3,310 |
| PATRIK FARKAS | |||||||
| 103 MCTIGHE DRIVE | BELLAIRE | TX | 77401 | NONE | N/A | FELLOWSHIP | $1,250 |
| BALINT SZILVESZTER | |||||||
| 61 FREMONT STREET | ARLINGTON | MA | 02474 | NONE | N/A | FELLOWSHIP | $14,900 |
| BALAZS NEMETH | |||||||
| 11310 VEIRS MILL ROAD | SILVER SPRING | MD | 20902 | NONE | N/A | FELLOWSHIP | $26,137 |
| CSABA FEHER | |||||||
| 1165 S FELSPAR STREET | SAN DIEGO | CA | 92109 | NONE | N/A | FELLOWSHIP | $17,299 |
| DAVID FERENC | |||||||
| 2709 DWIGHT WAY 103 | BERKELEY | CA | 94704 | NONE | N/A | FELLOWSHIP | $39,292 |
| BENCE KAPOSZTA | |||||||
| 20 FLOOD AVENUE | SAN FRANCISCO | CA | 94131 | NONE | N/A | FELLOWSHIP | $21,350 |
| ZSOFIA KARADI | |||||||
| 155 BIOMEDICAL EDUCATION BLDG | BUFFALO | NY | 14214 | NONE | N/A | FELLOWSHIP | $2,100 |
| KATA KISS | |||||||
| 10412 HEBRIDES CIRCLE | SAN DIEGO | CA | 92126 | NONE | N/A | FELLOWSHIP | $10,830 |
| ZOLTAN KLIMAJ | |||||||
| 5051 CLOVERDALE BLVD | QUEENS | NY | 11364 | NONE | N/A | FELLOWSHIP | $16,034 |
| ATTILA KOSSA | |||||||
| 2300 DE LA VIA STREET 3 | SANTA BARBARA | CA | 93105 | NONE | N/A | FELLOWSHIP | $41,272 |
| ATTILA MOLNAR | |||||||
| 235 14TH STREET 1 | SAN FRANCISCO | CA | 94103 | NONE | N/A | FELLOWSHIP | $27,328 |
| KOLOS MOLNAR | |||||||
| 2135 SUNCREST CIRCLE | CUYAHOGA FALLS | OH | 44221 | NONE | N/A | FELLOWSHIP | $17,183 |
| CSENGE POP | |||||||
| 108 BRYANT STREET | MOUNTAIN VIEW | CA | 94041 | NONE | N/A | FELLOWSHIP | $21,210 |
| DAVID TEKAN | |||||||
| 1577 HAWES COURT 1577 | REDWOOD CITY | CA | 94061 | NONE | N/A | FELLOWSHIP | $14,981 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $343,195 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BALAZS NEMETH | |||||||
| 11310 VEIRS MILL ROAD | SILVER SPRING | MD | 20902 | NONE | N/A | FELLOWSHIP | $2,974 |
| DAVID FERENC | |||||||
| 2709 DWIGHT WAY 103 | BERKELEY | CA | 94704 | NONE | N/A | FELLOWSHIP | $4,050 |
| KATA KISS | |||||||
| 10412 HEBRIDES CIRCLE | SAN DIEGO | CA | 92126 | NONE | N/A | FELLOWSHIP | $7,000 |
| ZOLTAN KLIMAJ | |||||||
| 5051 CLOVERDALE BLVD | QUEENS | NY | 11364 | NONE | N/A | FELLOWSHIP | $817 |
| ATTILA MOLNAR | |||||||
| 235 14TH STREET 1 | SAN FRANCISCO | CA | 94103 | NONE | N/A | FELLOWSHIP | $2,900 |
| KOLOS MOLNAR | |||||||
| 2135 SUNCREST CIRCLE | CUYAHOGA FALLS | OH | 44221 | NONE | N/A | FELLOWSHIP | $3,383 |
| DAVID TEKAN | |||||||
| 1577 HAWES COURT 1577 | REDWOOD CITY | CA | 94061 | NONE | N/A | FELLOWSHIP | $2,275 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $23,399 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $40,914 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $17,587 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $58,501 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $58,501 | 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 | AUDIT & TAX PREP FEES | CategoryTxt |
| Amt | $19,257 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $19,257 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | PORTFOLIO INVESTMENTS | BondNm |
| EOY Book Value | $490,681 | EOYBookValueAmt |
| EOYFMV | $490,681 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $63,272 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $63,272 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | HAESF DIRECT INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $2,100,001 | BookValueAmt |
| EOYFMV | $2,100,001 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $70,732 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $70,732 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AWARDS RECEIVABLE | $11,623 | $5,043 | $5,043 |
| INTEREST RECEIVABLE | $10,791 | $8,015 | $8,015 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $420,508 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CIEE MANAGEMENT SERVICE FEE | $178,500 | $0 | $0 | $178,500 |
| AWARD EVENTS | $11,649 | $0 | $0 | $11,649 |
| INVESTMENT FEES | $6,666 | $0 | $0 | $6,666 |
| MISCELLANEOUS | $30,341 | $0 | $0 | $30,341 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $150 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $150 | DisbursementsCharitablePrpsAmt |
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