MUKKAMALA FAMILY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
MUKKAMALA FAMILY FOUNDATION (EIN 38-3224822)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-12
IRS object ID
201511329349102966
Schema version
2014v5.0
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)
Return2015-05-12T14:58:18-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

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 Line15206 GATEWAY CENTRE SUITE 100AddressLine1Txt
CityFLINTCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48507ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

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
Phone8102579828PhoneNum
Signature2015-05-09SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAKSHAY KAPOORPreparerPersonNm
PTINP01393935PTIN
Phone8102384617PhoneNum
Preparation2015-05-09PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$220,667FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$254,535ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$4InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$2,880DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,880DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$17,661NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$251,529GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$17,661CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$275,080TotalRevAndExpnssAmt
Total Net Invst Incm$20,545TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,341AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$671AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$671AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$81TaxesRevAndExpnssAmt
Taxes Net Invst Incm$81TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$181OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$181OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$181OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,603TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$933TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$852TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$229,603ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$229,603ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$231,206TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$933TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$230,455TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$43,874ExcessRevenueOverExpensesAmt
Net Investment Income$19,612NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$3,000SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$11,988SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$11,988SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$153,942CorporateStockBOYAmt
Corporate Stock EOY$188,828CorporateStockEOYAmt
Corporate Stock EOYFMV$208,679CorporateStockEOYFMVAmt
Total Assets BOY$156,942TotalAssetsBOYAmt
Total Assets EOY$200,816TotalAssetsEOYAmt
Total Assets EOYFMV$220,667TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$156,942RetainedEarningBOYAmt
Retained Earning EOY$200,816RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$156,942TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$200,816TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$156,942TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$200,816TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$156,942TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$43,874ExcessRevenueOverExpensesAmt
Subtotal$200,816SubtotalAmt
Tot Net Ast Or Fund Balances EOY$200,816TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
FORD MOTOR COMPANY 800 SHD2014-06-102014-08-06$13,433$13,608-$175-$175
MAGNA INTL INC 100 SHD2014-06-092014-08-06$10,685$10,727-$42-$42
REGENERON PHARMACTCLS 100 SHD2014-06-092014-08-06$33,943$31,374$2,569$2,569
BOEING COMPANY 11 SHD2011-01-032014-08-06$1,297$1,496-$199-$199
FORD MOTOR CO 980 SHD2012-12-282014-10-17$15,165$16,868-$1,703-$1,703
MAGNA INTL INC 100 SHD2011-03-292014-12-23$10,688$10,727-$39-$39
REGENERON PHARMACTCLS 65 SHD2011-01-242014-06-04$20,039$17,036$3,003$3,003
APPLE INC 80 SHD2008-06-172014-12-23$8,931$7,540$1,391$1,391
BOEING COMPANY 69 SHD2010-07-272014-08-06$8,138$9,383-$1,245-$1,245
FORD MOTOR COMPANY 1108 SHD2008-10-292014-10-17$17,027$16,518$509$509
REGENERON PHARMACTCLS 300 SHD2010-03-252014-10-17$101,860$87,210$14,650$14,650
UNITED TECHS CORP 100 SHD2007-04-172014-08-06$10,323$11,381-$1,058-$1,058
FieldValueIRS element (for citing)
Capital Gain Net Income$17,661CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$2,352NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$203,679AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$100,003NetVlNoncharitableAssetsYr1Amt
Distribution Yr12.036729DistributionYr1Rt
Adjusted Qlfy Distri Yr2$15,526AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$47,202NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.328927DistributionYr2Rt
Adjusted Qlfy Distri Yr3$20,625AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$60,031NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.343572DistributionYr3Rt
Adjusted Qlfy Distri Yr4$111,626AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$73,014NetVlNoncharitableAssetsYr4Amt
Distribution Yr41.528830DistributionYr4Rt
Adjusted Qlfy Distri Yr5$21,101AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$50,094NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.421228DistributionYr5Rt
Total Distribution4.659286TotalDistributionRt
Average Distribution0.931857AverageDistributionRt
Net Vl Noncharitable Assets$198,746NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$185,203AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$196NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$185,399AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$230,455QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$196InvestmentIncomeExciseTaxAmt
Subtotal$196SubtotalAmt
Tax Based On Investment Income$196TaxBasedOnInvestmentIncomeAmt
Tax Due$196TaxDueAmt

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 BLANCMI48439PRESIDENT5.00$0$0$0
SUMATHI MUKKAMALA
4545 WARWICK CIRCLEGRAND BLANCMI48439DIRECTOR5.00$0$0$0
SRINIVAS MUKKAMALA
4545 WARWICK CIRCLEGRAND BLANCMI48439DIRECTOR5.00$0$0$0
APARNA MUKKAMALA
4545 WARWICK CIRCLEGRAND BLANCMI48439DIRECTOR5.00$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$189,679AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$12,094AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$201,773TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$201,773AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,027CashDeemedCharitableAmt
Net Vl Noncharitable Assets$198,746NetVlNoncharitableAssetsAmt
Minimum Investment Return$9,937MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$9,937MinimumInvestmentReturnAmt
Tax Based On Investment Income$196TaxBasedOnInvestmentIncomeAmt
Total Tax$196TotalTaxAmt
Distributable Before Adj$9,741DistributableBeforeAdjAmt
Distributable Before Ded$9,741DistributableBeforeDedAmt
Distributable As Adjusted$9,741DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$230,455ExpensesAndContributionsAmt
Qualifying Distributions$230,455QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$196PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$230,259AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$9,741DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$18,609ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$107,975ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$17,623ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$13,166ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$198,749ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$356,122TotalExcessDistributionCyovAmt
Qualifying Distributions$230,455QualifyingDistributionsAmt
Applied To Current Year$9,741AppliedToCurrentYearAmt
Remaining Distri From Corpus$220,714RemainingDistriFromCorpusAmt
Total Corpus$576,836TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$18,609ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$558,227ExcessDistriCyovToNextYrAmt
Excess From Year4$107,975ExcessFromYear4Amt
Excess From Year3$17,623ExcessFromYear3Amt
Excess From Year2$13,166ExcessFromYear2Amt
Excess From Year1$198,749ExcessFromYear1Amt
Excess From Current Year$220,714ExcessFromCurrentYearAmt

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 (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CHINMAYA MISSION WEST
1765 CHANNING AVENUEPALO ALTOCA94303NONEGENERAL OPERATIONS$113,502
JEEYAR EDUCATIONAL TRUST
222 DEY RDCRANBURYNJ08512NONEGENERAL OPERATIONS$50,000
TEDDY PATROL
512 E GRAND BLANC RDGRAND BLANCMI48439NONEGENERAL$1,000
BOYS AND GIRLS CLUB
2201 FOREST HILL AVEFLINTMI48504NONEGENERAL$5,000
INDO AMERICAN HEALTH EDUCATION
5206 GATEWAY CENTREFLINTMI48507NONEGENERAL$60,101
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$229,603TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,880ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$17,661ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$20,545ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$20,545TotalIncomeProducingActyAmt

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$254,535TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (11 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmt
1175 MAGNA INTL$18,772
1550 FORD$9,455
1100 REGENERON PHARM$31,374
1100 PROSHARES$13,177
1160 APPLE$15,080
1300 MAGNA INTL$34,179
12000 FORD$34,020
1100 REGENERON PHARM$34,791
125 MAGNA INTL$2,682
1470 POWERSHARES$48,528
1550 FORD$9,477

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,341Amt
Net Investment Income$671NetInvestmentIncomeAmt
Disbursements Charitable Prps$671DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AMERICAN INTERNATIONAL 300 SH$9,827$16,803
GENERAL ELECTRIC 300 SH$4,128$7,581
REGENERON PHARMACTCLS 50 SH
BOEING 69 SHARES
BOEING 11 SHARES
FORD MOTORS 530 SH
METLIFE 600 SH$32,100$32,454
REGENERON PHARMACT 135 SH
UNITED TECHS 100 SH
REGENERON 80 SH
AMERICAN AIRLS GROUPS INC 500 SH$17,218$26,815
APPLE 80 SH$7,540$8,830
FORD MOTOR 1200 SH$20,412$18,600
FORD MOTOR 100 SH$1,719$1,550
MAGNA INTL INC 300 SH$34,179$32,607
POWERSHARES 470 SH$48,528$48,528
PROSHARES 100 SH$13,177$14,911
FORD MOTOR COMPANY 558 SH

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
BANK SERVICE CHARGES$181$181$181

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
TAXES$35$35
FOREIGN TAX$46$46

Comments

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