MUKKAMALA FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- MUKKAMALA FAMILY FOUNDATION (EIN 38-3224822)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-06
- IRS object ID
- 201601279349100780
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-06T13:32:22-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-04-15 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AKSHAY KAPOOR | PreparerPersonNm |
| PTIN | P01393935 | PTIN |
| Phone | 8102384617 | PhoneNum |
| Preparation | 2016-04-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $63,987 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $323,878 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,143 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,143 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $20,854 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $475,200 | GrossSalesPriceAmt |
| Total Rev And Expnss | $345,879 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,147 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,319 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,319 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $312 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $312 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $210 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $105 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $105 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,841 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,736 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $105 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $477,005 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $477,005 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $478,846 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,736 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $477,110 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$132,967 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $11,988 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,489 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,489 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $188,828 | CorporateStockBOYAmt |
| Corporate Stock EOY | $58,360 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $54,498 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $200,816 | TotalAssetsBOYAmt |
| Total Assets EOY | $67,849 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $63,987 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $200,816 | RetainedEarningBOYAmt |
| Retained Earning EOY | $67,849 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $200,816 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $67,849 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $200,816 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $67,849 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $200,816 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$132,967 | ExcessRevenueOverExpensesAmt |
| Subtotal | $67,849 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $67,849 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $230,259 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $198,746 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.158559 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $203,679 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $100,003 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 2.036729 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $15,526 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $47,202 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.328927 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $20,625 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $60,031 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.343572 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $111,626 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $73,014 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.528830 | DistributionYr5Rt |
| Total Distribution | 5.396617 | TotalDistributionRt |
| Average Distribution | 1.079323 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $89,689 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $96,803 | AdjNetVlNoncharitableAssetsAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $96,803 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $477,110 | 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 | $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 | $36,427 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $54,628 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $91,055 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $91,055 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,366 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $89,689 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,484 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,484 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $4,484 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $4,484 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $4,484 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $477,110 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $477,110 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $477,110 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,484 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $107,975 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $17,623 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $13,166 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $198,749 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $220,714 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $558,227 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $477,110 | QualifyingDistributionsAmt |
| Applied To Current Year | $4,484 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $472,626 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,030,853 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $107,975 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $922,878 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $17,623 | ExcessFromYear4Amt |
| Excess From Year3 | $13,166 | ExcessFromYear3Amt |
| Excess From Year2 | $198,749 | ExcessFromYear2Amt |
| Excess From Year1 | $220,714 | ExcessFromYear1Amt |
| Excess From Current Year | $472,626 | 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 |
|---|---|---|---|---|---|---|
| CHINMAYA MISSION WEST | ||||||
| 1765 CHANNING AVENUE | PALO ALTO | CA | 94303 | NONE | GENERAL OPERATIONS | $63,003 |
| JEEYAR EDUCATIONAL TRUST | ||||||
| 222 DEY RD | CRANBURY | NJ | 08512 | NONE | GENERAL OPERATIONS | $100,000 |
| TRI CITY HINDU TEMPLE | ||||||
| 3311 TEMPLE DR | SAGINAW | MI | 48604 | NONE | GENERAL | $1,001 |
| KASI TEMPLE | ||||||
| 1147 ELMS RD | FLINT | MI | 48532 | NONE | GENERAL | $10,000 |
| INDO AMERICAN HEALTH EDUCATION | ||||||
| 5206 GATEWAY CENTRE | FLINT | MI | 48507 | NONE | GENERAL | $202,000 |
| HURLEY FOUNDATION | ||||||
| ONE HURLEY PLAZA | FLINT | MI | 48503 | NONE | GENERAL | $100,000 |
| ISHA FOUNDATION | ||||||
| 951 ISHA LANE | MCMINNVILLE | TN | 37110 | NONE | GENERAL | $1,001 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $477,005 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,143 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $20,854 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $22,001 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $22,001 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | DRS APPARAO SUMATHI MUKKAMALA | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $323,878 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (11 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt |
|---|---|---|
| 1 | 311 BOEING | $45,221 |
| 1 | 50 REGENERON | $28,200 |
| 1 | 100 REGENERON PHARM | $60,415 |
| 1 | 200 AMERICAN INTL | $12,436 |
| 1 | 200 APPLE | $15,384 |
| 1 | 200 BOEING | $28,848 |
| 1 | 200 APPLE | $23,854 |
| 1 | 400 APPLE | $46,468 |
| 1 | 150 BOEING | $22,260 |
| 1 | 200 AMERICAN INTL | $11,892 |
| 1 | 50 REGENERON | $28,900 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,319 | Amt |
| Net Investment Income | $1,319 | NetInvestmentIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (24 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| POWERSHARES 100 SH | 2002-10 | PURCHASE | 2015-02 | $10,267 | $10,325 | -$58 |
| METLIFE 200 SH | 2008-11 | PURCHASE | 2015-02 | $9,664 | $10,700 | -$1,036 |
| FORD MOTOR CO 100 SH | 2012-12 | PURCHASE | 2015-03 | $1,618 | $1,701 | -$83 |
| FORD MOTOR CO 600 SH | 2014-06 | PURCHASE | 2015-03 | $9,709 | $10,206 | -$497 |
| POWERSHARES 370 SH | 2002-10 | PURCHASE | 2015-03 | $39,969 | $38,203 | $1,766 |
| GENERAL ELECTRIC 300 SH | 2008-11 | PURCHASE | 2015-03 | $7,492 | $4,128 | $3,364 |
| MAGNA INTL INC 150 SH | 2011-03 | PURCHASE | 2015-03 | $15,734 | $15,734 | |
| AMERICAN AIRLS GROUP 250 SH | 2014-10 | PURCHASE | 2015-03 | $13,657 | $8,609 | $5,048 |
| PROSHARES ULTRA 100 SH | 2009-05 | PURCHASE | 2015-03 | $15,210 | $13,177 | $2,033 |
| APPLE INC 80 SH | 2008-06 | PURCHASE | 2015-04 | $10,136 | $7,540 | $2,596 |
| METLIFE INC 400 SH | 2008-11 | PURCHASE | 2015-04 | $19,864 | $21,400 | -$1,536 |
| MAGNA INTL INC 100 SH | 2011-03 | PURCHASE | 2015-04 | $5,260 | $11,393 | -$6,133 |
| MAGNA INTL INC 200 SH | 2014-06 | PURCHASE | 2015-04 | $10,520 | $22,786 | -$12,266 |
| AMERICAN INTERNATIONAL 300 SH | 2012-08 | PURCHASE | 2015-05 | $16,935 | $9,827 | $7,108 |
| AMERICAN AIRLS GROUP 250 SH | 2014-10 | PURCHASE | 2015-05 | $12,115 | $8,609 | $3,506 |
| FORD MOTOR CO 600 SH | 2014-06 | PURCHASE | 2015-05 | $9,345 | $10,224 | -$879 |
| REGENERON PHARMACTCLS 100 SH | 2011-01 | PURCHASE | 2015-05 | $50,915 | $50,415 | $500 |
| APPLE INC 200 SH | 2008-06 | PURCHASE | 2015-06 | $25,134 | $25,384 | -$250 |
| BOEING COMPANY 311 SH | 2010-07 | PURCHASE | 2015-07 | $46,036 | $45,221 | $815 |
| APPLE INC 200 SH | 2008-06 | PURCHASE | 2015-10 | $23,622 | $23,854 | -$232 |
| REGENERON PHARMACTCLS 50 SH | 2011-01 | PURCHASE | 2015-11 | $28,851 | $28,900 | -$49 |
| REGENERON PHARMACTCLS 50 SH | 2011-01 | PURCHASE | 2015-11 | $28,851 | $28,200 | $651 |
| AMERICAN INTERNATIONAL 200 SH | 2009-04 | PURCHASE | 2015-12 | $12,146 | $12,436 | -$290 |
| BOEING COMPANY 350 SH | 2010-01 | PURCHASE | 2015-12 | $52,150 | $51,108 | $1,042 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN AIRLS GROUPS INC 500 SH | ||
| AMERICAN INTERNATIONAL 200 SH | $11,892 | $12,394 |
| APPLE 400 SH | $46,468 | $42,104 |
| BOEING 69 SHARES | ||
| BOEING 11 SHARES | ||
| FORD MOTOR 100 SH | ||
| FORD MOTOR 1200 SH | ||
| FORD MOTOR COMPANY 558 SH | ||
| FORD MOTORS 530 SH | ||
| GENERAL ELECTRIC 300 SH | ||
| MAGNA INTL INC 300 SH | ||
| METLIFE 600 SH | ||
| POWERSHARES 470 SH | ||
| PROSHARES 100 SH | ||
| REGENERON 80 SH | ||
| REGENERON PHARMACT 135 SH | ||
| REGENERON PHARMACTCLS 50 SH | ||
| UNITED TECHS 100 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 | $210 | $105 | $105 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| TAXES | $196 | $196 |
| FOREIGN TAX | $20 | $20 |
| LICENSES AND PERMITS | $96 | $96 |
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