MIKULSKY HOPE MATTERS FOUNDATION INC: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
MIKULSKY HOPE MATTERS FOUNDATION INC (EIN 45-3642240)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-03-27
IRS object ID
201320869349100602
Schema version
2012v2.1
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-03-27T13:07:57-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN390912608EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1HAWKINS ASH BAPTIE AND CO LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1400 REID STREET SUITE VAddressLine1
CityDE PERECity
StateWIState
ZIP Code541152164ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN453642240EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1MIKULSKY HOPE MATTERS FOUNDATION INCBusinessNameLine1
Business Name Line2C/O PHILLIP MILKULSKYBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlMIKUNameControl
Phone9204997068Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line12789 NEWCASTLE COURTAddressLine1
CityGREEN BAYCity
StateWIState
ZIP Code54313ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NamePHILLIP MIKULSKYName
TitleTRUSTEETitle
Phone9204997068Phone
Date Signed2013-03-21DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameWILLIAM O EVENSONName
PTINP00053568PTIN
Phone9203369850Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY195407FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss200000ContriReceivedRevAndExpnss
Dividends Rev And Expnss4052DividendsRevAndExpnss
Dividends Net Invst Incm4052DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss-903NetGainSaleAssetsRevAndExpnss
Gross Sales Price16703GrossSalesPrice
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss542OtherIncomeRevAndExpnss
Other Income Net Invst Incm542OtherIncomeNetInvstIncm
Total Revenue And Expenses203691TotalRevenueAndExpenses
Total Net Investment Income4594TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Other Expenses Rev And Expnss1042OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm1042OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps0OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss1042TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm1042TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss10000ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps10000ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss11042TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm1042TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps10000TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses192649ExcessOfRevenueOverExpenses
Net Investment Income3552NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash EOY31108CashEOY
Cash EOYFMV31109CashEOYFMV
Investments Other BOY0InvestmentsOtherBOY
Investments Other EOY161541InvestmentsOtherEOY
Investments Other EOYFMV164298InvestmentsOtherEOYFMV
Total Assets BOY0TotalAssetsBOY
Total Assets EOY192649TotalAssetsEOY
Total Assets EOYFMV195407TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY0CapitalStockBOY
Capital Stock EOY0CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY0RetainedEarningsBOY
Retained Earnings EOY192649RetainedEarningsEOY
Total Net Assets BOY0TotalNetAssetsBOY
Total Net Assets EOY192649TotalNetAssetsEOY
Total Liabilities Net Assets BOY0TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY192649TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY0TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses192649ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal192649Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY192649TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredDate AcquiredDateAcquiredDate SoldDateSoldGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLosses
TURNER MKT NEUT IP2012-04-192012-12-131417115000-829-829
TURNER MKT NEUT IP2012-07-052012-12-1325322606-74-74
FieldValueIRS element (for citing)
Capital Gain Net Income-903CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax71InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal71Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income71TaxBasedOnInvestmentIncome
Total Credits And Payments0TotalCreditsAndPayments
Tax Due71TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithWIStatesFiledWith
Form990 PF Filed With AG0Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors1NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NamePHILLIP MIKULSKYBooksInCareOfPersonName
Books In Care Of Phone Number9204997068BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line12789 NEWCASTLE COURTAddressLine1
CityGREEN BAYCity
StateWIState
ZIP Code543136112ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
PHILLIP MIKULSKY
2789 NEWCASTLE COURTGREEN BAYWI54313PRESIDENT & TREASURER1.00000
SUSAN MIKULSKY
2789 NEWCASTLE COURTGREEN BAYWI54313VICE PRESIDENT & SECRETARY1.00000
AARON P MIKULSKY
1060 S HIGHLAND AVENUEARLINGTON HEIGHTSIL60005DIRECTOR1.00000
JONATHAN P MIKULSKY
18364 FRONTIOR PLACEEDEN PRAIRIEMN55347DIRECTOR1.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Description1N/ADescription1
Amount10Amount1
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities122458AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances17530AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets139988TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets139988AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable2100CashDeemedCharitable
Net Noncharitable Assets137888NetNoncharitableAssets
Minimum Investment Return6894MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return6894MinimumInvestmentReturn
Tax Based On Investment Income71TaxBasedOnInvestmentIncome
Total Tax71TotalTax
Distributable Amount Before Adj6823DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded6823DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted6823DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions10000ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions10000QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions10000AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted6823DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Total Excess Distri Carryover0TotalExcessDistriCarryover
Qualifying Distributions10000QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year6823AppliedToCurrentYear
Remaining Distri From Corpus3177RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus3177TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year3177ExcessDistriCyovToNextYear
Excess From Current Year3177ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerPHILLIP MIKULSKYContributingManager
Contributing ManagerSUSAN MIKULSKYContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (6 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
READING IN MOTION
65 E WACKER PLACECHICAGOIL60601PUBLIC CHARITYPUBLIC CHARITY$1,500
FIRST PRESBYTERIAN CHURCH OF GB
200 S ASHLAND AVENUEGREEN BAYWI54303PUBLIC CHARITYPUBLIC CHARITY$4,500
ASPIRO
1673 DOUSMAN STREETGREEN BAYWI54303PUBLIC CHARITYPUBLIC CHARITY$2,500
AMERICAN CANCER SOCIETY
790 MARVELLE LANEGREEN BAYWI54304PUBLIC CHARITYPUBLIC CHARITY$500
AMERICAN HEART ASSOCIATION
2149 VELP AVE STE 501GREEN BAYWI54303PUBLIC CHARITYPUBLIC CHARITY$500
MULTIPLE SCLEROSIS ASSOCIATION
706 HADDONFIELD ROADCHERRY HILLNJ08002PUBLIC CHARITYPUBLIC CHARITY$500
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year10000TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$4,052ExclusionAmount

Other Investment Income Part VII OtherInvestmentIncomePartVII

FieldValueIRS element (for citing)
Related Or Exempt Function Income542RelatedOrExemptFunctionIncome

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion-$903ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$3,149ExclusionAmount
Related Or Exempt Function Income542RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA3691TotalPartXVIA

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

FieldValueIRS element (for citing)
Line Number7LineNumber
Relationship StatementTHESE ARE CAPITAL GAIN DISTRIBUTIONSRelationshipStatement

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo (2 entries)

Contributor NumberContributorNumberContributor Name IndividualContributorNameIndividualAddress Line1ContributorAddressUS/AddressLine1CityContributorAddressUS/CityStateContributorAddressUS/StateZIP CodeContributorAddressUS/ZIPCodeAggregate ContributionsAggregateContributionsPerson Contribution TypePersonContributionType
1PHILLIP MIKULSKY2789 NEWCASTLE COURTGREEN BAYWI54313100000X
2SUSAN MIKULSKY2789 NEWCASTLE COURTGREEN BAYWI54313100000X

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
StatementNOT REQUIRED TO FILE WITH THE STATE DUE TO NEITHER SOLICITING NOR RECEIVING CONTRIBUTIONSStatement

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

FieldValueIRS element (for citing)
Category Or ItemSTATEMENT ON FILECategoryOrItem
Listed At Cost Or FMVAT COSTListedAtCostOrFMV
Book Value161541BookValue
EOYFMV164298EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionMANAGEMENT FEEDescription
Revenue And Expenses Per Books1042RevenueAndExpensesPerBooks
Net Investment Income1042NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

FieldValueIRS element (for citing)
DescriptionBAIRDDescription
Revenue And Expenses Per Books542RevenueAndExpensesPerBooks
Net Investment Income542NetInvestmentIncome
Adjusted Net Income542AdjustedNetIncome

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor SubstantialContributor (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCode
PHILLIP MIKULSKY
2789 NEWCASTLE COURTGREEN BAYWI54313
SUSAN MIKULSKY
2789 NEWCASTLE COURTGREEN BAYWI54313

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