MARIA HULAI LION FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- MARIA HULAI LION FOUNDATION INC (EIN 11-3454920)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-13
- IRS object ID
- 201523179349101872
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Land Etc Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-13T15:11:01-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1185 AVENUE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100362602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 113454920 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MARIA HULAI LION FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARI | BusinessNameControlTxt |
| Phone | 2126580788 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3172 CONEY ISLAND AVE NO 691 | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11235 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VOLODYMYR MAYCHENKO | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2126580788 | PhoneNum |
| Signature | 2015-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TOM BURKE | PreparerPersonNm |
| PTIN | P01012402 | PTIN |
| Phone | 2123721000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,724,826 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $62,597 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $62,597 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $75,848 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,292,883 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $75,848 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $138,445 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $138,445 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $39,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $13,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $26,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $13,100 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $26,992 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $26,992 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,952 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $984 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,968 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $287 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $287 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,564 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,564 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $86,895 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $58,927 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $27,968 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $105,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $105,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $192,395 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $58,927 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $133,468 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$53,950 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $79,518 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,903 | CashBOYAmt |
| Cash EOY | $1,375 | CashEOYAmt |
| Cash EOYFMV | $1,375 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $146,815 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $128,215 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $128,215 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $651,959 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $648,843 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $657,720 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,694,547 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,669,841 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,937,466 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,148 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,148 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Land EOYFMV | $50 | LandEOYFMVAmt |
| Total Assets BOY | $2,502,224 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,448,274 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,724,826 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,502,224 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,448,274 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,502,224 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,448,274 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,502,224 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,448,274 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,502,224 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$53,950 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,448,274 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,448,274 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $1,292,273 | $1,217,035 | $75,238 | $75,238 |
| CAPITAL GAINS DIVIDENDS | P | $610 | $610 | $610 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $75,848 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $130,108 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,715,524 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047913 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $146,337 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,722,075 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053759 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $182,223 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,934,441 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.062098 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $127,498 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,956,804 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.043120 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $47,180 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,840,250 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.016611 | DistributionYr5Rt |
| Total Distribution | 0.223501 | TotalDistributionRt |
| Average Distribution | 0.044700 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,710,695 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $121,168 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $795 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $121,963 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $133,468 | 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 | $795 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $795 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $795 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,258 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,258 | TotalPaymentsAndCreditsAmt |
| Overpayment | $463 | OverpaymentAmt |
| Applied To ES Tax | $463 | 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 |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| 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 | FOUNDATION | IndividualWithBooksNm |
| Phone | 2126580788 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3172 CONEY ISLAND AVE 691 | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11235 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| VOLODYMYR MAYCHENKO | ||||||||
| 3172 CONEY ISLAND AVENUE 691 | BROOKLYN | NY | 11235 | PRESIDENT, TREASURER, DIR. | 40.00 | $39,000 | $0 | $0 |
| ANATOLIY MAYCHENKO | ||||||||
| 3172 CONEY ISLAND AVENUE 691 | BROOKLYN | NY | 11235 | SECRETARY, DIRECTOR | 5.00 | $0 | $0 | $0 |
| VOLODYMYR KOSOVCOV | ||||||||
| 3172 CONEY ISLAND AVENUE 691 | BROOKLYN | NY | 11235 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | GRANTS AND CONTRIBUTIONS LISTED IN PART XV AND EXPENSES INCURRED RELATIVE TO THESE DONATIONS. | Description1Txt |
| Expenses1 | $133,468 | 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 | $2,625,976 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $125,949 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $50 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,751,975 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,751,975 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $41,280 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,710,695 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $135,535 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $135,535 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $795 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $795 | TotalTaxAmt |
| Distributable Before Adj | $134,740 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $134,740 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $134,740 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $133,468 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $133,468 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $795 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $132,673 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $134,740 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $4,576 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $4,576 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $133,468 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $133,468 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $1,272 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,272 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,304 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,304 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $3,304 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| HELP ME SEE INC | ||||||
| 20 WEST 36TH STREET FLOOR 4 | NEW YORK | NY | 10018 | PUBLIC CHARITY | FOR GENERAL CHARITABLE PURPOSES | $1,000 |
| INTERNATIONAL ORTHODOX CHRISTIAN CHARITIES | ||||||
| 110 WEST ROAD SUITE 360 | BALTIMORE | MD | 21204 | PUBLIC CHARITY | FOR GENERAL CHARITABLE PURPOSES | $1,000 |
| KYIV MOHYLA FOUNDATION OF AMERICA INC | ||||||
| PO BOX 46009 | CHICAGO | IL | 60646 | PUBLIC CHARITY | FOR GENERAL CHARITABLE PURPOSES | $3,000 |
| UKRAINIAN CATHOLIC EDUCATION FOUNDATION | ||||||
| 2247 WEST CHICAGO AVENUE | CHICAGO | IL | 60622 | PUBLIC CHARITY | FOR GENERAL CHARITABLE PURPOSES | $20,000 |
| UKRAINIAN FEDERATION OF AMERICA | ||||||
| 700 NORTH CEDAR ROAD | JENKINTOWN | PA | 19046 | PUBLIC CHARITY | FOR GENERAL CHARITABLE PURPOSES | $8,000 |
| UKRAINIAN ORTHODOX VICARIATE OF KYIV PATRIARCHATE | ||||||
| 300 EAST ARMY TRAIL ROAD | BLOOMINGDALE | IL | 60108 | PUBLIC CHARITY | FOR GENERAL CHARITABLE PURPOSES | $12,500 |
| UKRAINIAN TECHNOLOGICAL SOCIETY OF PITTSBURGH | ||||||
| PO BOX 4277 | PITTSBURGH | PA | 15203 | PUBLIC CHARITY | FOR GENERAL CHARITABLE PURPOSES | $3,000 |
| UNITED UKRAINIAN AMERICAN RELIEF COMMITTEE INC | ||||||
| 1206 COTTMAN AVENUE | PHILADELPHIA | PA | 19111 | PUBLIC CHARITY | FOR GENERAL CHARITABLE PURPOSES | $32,000 |
| US-UKRAINE FOUNDATION INC | ||||||
| 1660 L STREET NW SUITE 1000 | WASHINGTON | DC | 20036 | PUBLIC CHARITY | FOR GENERAL CHARITABLE PURPOSES | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $105,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $62,597 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $75,848 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $138,445 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $138,445 | 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 | ACCOUNTING SERVICES | CategoryTxt |
| Amt | $13,100 | Amt |
| Net Investment Income | $13,100 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE EQUITIES | StockNm |
| EOY Book Value | $1,669,841 | EOYBookValueAmt |
| EOYFMV | $1,937,466 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $648,843 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $657,720 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| OFFICE EQUIPMENT | $1,010 | $1,010 | $0 | $0 |
| OFFICE EQUIPMENT | $1,032 | $1,032 | $0 | $0 |
| OFFICE EQUIPMENT | $1,106 | $1,106 | $0 | $50 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES & EXPENSES | $1,859 | $1,859 | $0 |
| PAYROLL SERVICE FEES | $409 | $409 | $0 |
| BANK SERVICE & OTHER FEES | $334 | $334 | $0 |
| INVESTMENT EXPENSES | $196 | $196 | $0 |
| INSURANCE - DIRECTORS & OFFICERS | $1,149 | $1,149 | $0 |
| NYS REPORT FEE & LEGAL AD | $617 | $617 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $26,992 | Amt |
| Net Investment Income | $26,992 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAXES PAID | CategoryTxt |
| Amt | $2,952 | Amt |
| Net Investment Income | $984 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,968 | DisbursementsCharitablePrpsAmt |
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