MARIA HULAI LION FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- MARIA HULAI LION FOUNDATION INC (EIN 11-3454920)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-13
- IRS object ID
- 201413179349101616
- Schema version
- 2013v3.0
- 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
- Depreciation 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 | 2014-11-13T17:28:51-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | MCGLADREY LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1185 AVENUE OF THE AMERICAS | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100362602 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | BROOKLYN | City |
| State | NY | State |
| ZIP Code | 11235 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VOLODYMYR MAYCHENKO | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2126580788 | PhoneNum |
| Signature | 2014-11-10 | 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 | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,733,761 | 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 | $75,957 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $75,957 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $26,016 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,000,613 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $26,016 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $101,973 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $101,973 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $28,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $9,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $19,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $28,648 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $28,648 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,549 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $716 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,433 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $145 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $145 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $1,361 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $192 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,169 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,376 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,376 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $75,579 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $52,577 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $21,602 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $109,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $109,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $184,579 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $52,577 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $130,602 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$82,606 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $49,396 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,642 | CashBOYAmt |
| Cash EOY | $8,903 | CashEOYAmt |
| Cash EOYFMV | $8,903 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $248,775 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $146,815 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $146,815 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,603,417 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $651,959 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $646,265 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $725,851 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,694,547 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,931,728 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,148 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,148 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $145 | LandBOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Land EOYFMV | $50 | LandEOYFMVAmt |
| Total Assets BOY | $2,584,830 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,502,224 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,733,761 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,584,830 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,502,224 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,584,830 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,502,224 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,584,830 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,502,224 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,584,830 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$82,606 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,502,224 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,502,224 | 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 - MORGAN STANLEY | P | $2,999,954 | $2,974,597 | $25,357 | $25,357 |
| CAPITAL GAINS DIVIDENDS | P | $659 | $659 | $659 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $26,016 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $146,337 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,722,075 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053759 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $182,223 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,934,441 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.062098 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $127,498 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,956,804 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.043120 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $47,180 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,840,250 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.016611 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $61,849 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,061,591 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.020202 | DistributionYr5Rt |
| Total Distribution | 0.195790 | TotalDistributionRt |
| Average Distribution | 0.039158 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,715,524 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $106,334 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $494 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $106,828 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $130,602 | 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 | $494 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $494 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $494 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,752 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,752 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,258 | OverpaymentAmt |
| Applied To ES Tax | $1,258 | 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 | AddressLine1 |
| City | BROOKLYN | City |
| State | NY | State |
| ZIP Code | 11235 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $28,500 | $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 | $130,602 | 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 | $2,368,053 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $388,720 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $104 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,756,877 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,756,877 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $41,353 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,715,524 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $135,776 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $135,776 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $494 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $494 | TotalTaxAmt |
| Distributable Before Adj | $135,282 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $135,282 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $135,282 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $130,602 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $130,602 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $494 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $130,108 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $135,282 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $9,256 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $9,256 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $130,602 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $130,602 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $4,680 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $4,680 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,576 | 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 | $4,576 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $4,576 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| KYIV MOHYLA FOUNDATION OF AMERICA INC | ||||||
| PO BOX 46009 | CHICAGO | IL | 60646 | PUBLIC CHARITY | FOR GENERAL CHARITABLE PURPOSES | $16,000 |
| UKRAINIAN CATHOLIC EDUCATION FOUNDATION | ||||||
| 2247 WEST CHICAGO AVENUE | CHICAGO | IL | 60622 | PUBLIC CHARITY | FOR GENERAL CHARITABLE PURPOSES | $45,000 |
| UKRAINIAN ORTHODOX VICARIATE OF KYIVAN PATRIARCHATE | ||||||
| 300 EAST ARMY TRAIL ROAD | BLOOMINGDALE | IL | 60108 | PUBLIC CHARITY | FOR GENERAL CHARITABLE PURPOSES | $19,000 |
| US-UKRAINE FOUNDATION INC | ||||||
| 1660 L STREET NW SUITE 1000 | WASHINGTON | DC | 20036 | PUBLIC CHARITY | FOR GENERAL CHARITABLE PURPOSES | $26,000 |
| UKRAINIAN TECHNOLOGICAL SOCIETY OF PITTSBURGH | ||||||
| PO BOX 4277 | PITTSBURGH | PA | 15203 | PUBLIC CHARITY | FOR GENERAL CHARITABLE PURPOSES | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $109,000 | 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 | $75,957 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $26,016 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $101,973 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $101,973 | 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 | $8,000 | Amt |
| Net Investment Income | $8,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| OFFICE EQUIPMENT | 2004-09-04 | $1,010 | $1,010 | SL | 5.000000000000 | $0 | $0 |
| OFFICE EQUIPMENT | 2004-10-16 | $1,032 | $1,032 | SL | 5.000000000000 | $0 | $0 |
| OFFICE EQUIPMENT | 2006-12-06 | $1,106 | $961 | SL | 7.000000000000 | $145 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE EQUITIES | StockNm |
| EOY Book Value | $1,694,547 | EOYBookValueAmt |
| EOYFMV | $1,931,728 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $651,959 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $646,265 | 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 | $1,999 | $1,999 | $0 |
| PAYROLL SERVICE FEES | $749 | $749 | $0 |
| BANK SERVICE & OTHER FEES | $307 | $307 | $0 |
| INVESTMENT EXPENSES | $762 | $762 | $0 |
| INSURANCE - DIRECTORS & OFFICERS | $1,149 | $1,149 | $0 |
| NYS REPORT FEE & LEGAL AD | $410 | $410 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $28,648 | Amt |
| Net Investment Income | $28,648 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $1,400 | $0 | $0 |
| PAYROLL TAXES PAID | $2,149 | $716 | $1,433 |
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