MUKKAMALA FAMILY FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
MUKKAMALA FAMILY FOUNDATION (EIN 38-3224822)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-10-16
IRS object ID
201332899349100103
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)
Timestamp2013-10-16T11:27:10-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1LEWIS & KNOPF CPASBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line15206 GATEWAY CENTRE SUITE 100AddressLine1
CityFLINTCity
StateMIState
ZIP Code48507ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN383224822EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1MUKKAMALA FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlMUKKNameControl
Phone8102579828Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line14545 WARWICK CIRCLEAddressLine1
CityGRAND BLANCCity
StateMIState
ZIP Code48439ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameAPPARAO MUKKAMALAName
TitlePRESIDENTTitle
Phone8102579828Phone
Date Signed2013-05-20DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameANITA ABROLName
Phone8102384617Phone
Date Prepared2013-06-03DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY70995FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss21012ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss17InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm17InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss452DividendsRevAndExpnss
Dividends Net Invst Incm452DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss-4611NetGainSaleAssetsRevAndExpnss
Gross Sales Price7833GrossSalesPrice
Total Revenue And Expenses16870TotalRevenueAndExpenses
Total Net Investment Income469TotalNetInvestmentIncome
Accounting Fees Rev And Expnss1125AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm562AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps562AccountingFeesDsbrsChrtblPrps
Other Expenses Rev And Expnss188OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm188OtherExpensesNetInvstIncm
Tot Opr Expenses Rev And Expnss1313TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm750TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps562TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss14964ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps14964ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss16277TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm750TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps15526TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses593ExcessOfRevenueOverExpenses
Net Investment Income0NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY31368SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY5490SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV5490SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY31966InvestmentsCorpStockBOY
Investments Corp Stock EOY58437InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV65505InvestmentsCorpStockEOYFMV
Total Assets BOY63334TotalAssetsBOY
Total Assets EOY63927TotalAssetsEOY
Total Assets EOYFMV70995TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Retained Earnings BOY63334RetainedEarningsBOY
Retained Earnings EOY63927RetainedEarningsEOY
Total Net Assets BOY63334TotalNetAssetsBOY
Total Net Assets EOY63927TotalNetAssetsEOY
Total Liabilities Net Assets BOY63334TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY63927TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY63334TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses593ExcessOfRevenueOverExpenses
Subtotal63927Subtotal
Total Net Assets Fund Balances EOY63927TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year120625QualifyingDistributionsYear1
Noncharitable Assets Year160031NoncharitableAssetsYear1
Distribution Ratio Year10.343572DistributionRatioYear1
Qualifying Distributions Year2111626QualifyingDistributionsYear2
Noncharitable Assets Year273014NoncharitableAssetsYear2
Distribution Ratio Year21.528830DistributionRatioYear2
Qualifying Distributions Year321101QualifyingDistributionsYear3
Noncharitable Assets Year350094NoncharitableAssetsYear3
Distribution Ratio Year30.421228DistributionRatioYear3
Qualifying Distributions Year4145250QualifyingDistributionsYear4
Noncharitable Assets Year477789NoncharitableAssetsYear4
Distribution Ratio Year41.867231DistributionRatioYear4
Qualifying Distributions Year5202639QualifyingDistributionsYear5
Noncharitable Assets Year5135044NoncharitableAssetsYear5
Distribution Ratio Year51.500541DistributionRatioYear5
Total Distribution Ratio5.661402TotalDistributionRatio
Average Distribution Ratio1.132280AverageDistributionRatio
Net Noncharitable Assets47202NetNoncharitableAssets
Adjusted Noncharitable Assets53446AdjustedNoncharitableAssets
Adj Nonchrtbl Assets And One53446AdjNonchrtblAssetsAndOnePct
Qualifying Distributions15526QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax0InvestmentIncomeExciseTax

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithMIStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameLEWIS KNOPF CPA'S PCBooksInCareOfPersonName
Books In Care Of Phone Number8102384617BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line15206 GATEWAY CENTRE STE 100AddressLine1
CityFLINTCity
StateMIState
ZIP Code48507ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Business HoldingsfalseBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn

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
APPARAO MUKKAMALA
4545 WARWICK CIRCLEGRAND BLANCMI48439PRESIDENT1.00000
SUMATHI MUKKAMALA
4545 WARWICK CIRCLEGRAND BLANCMI48439DIRECTOR1.00000
SRINIVAS MUKKAMALA
4545 WARWICK CIRCLEGRAND BLANCMI48439DIRECTOR1.00000
APARNA MUKKAMALA
4545 WARWICK CIRCLEGRAND BLANCMI48439DIRECTOR1.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Description1N/ADescription1

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities30656AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances17265AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets47921TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets47921AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable719CashDeemedCharitable
Net Noncharitable Assets47202NetNoncharitableAssets
Minimum Investment Return2360MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return2360MinimumInvestmentReturn
Distributable Amount Before Adj2360DistributableAmountBeforeAdj
Distributable Amount Before Ded2360DistributableAmountBeforeDed
Distributable Amount As Adjusted2360DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions15526ExpensesAndContributions
Qualifying Distributions15526QualifyingDistributions
Adj Qualifying Distributions15526AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted2360DistributableAmountAsAdjusted
Excess Distri Carryover Year5197462ExcessDistriCarryoverYear5
Excess Distri Carryover Year4142007ExcessDistriCarryoverYear4
Excess Distri Carryover Year318609ExcessDistriCarryoverYear3
Excess Distri Carryover Year2107975ExcessDistriCarryoverYear2
Excess Distri Carryover Year117623ExcessDistriCarryoverYear1
Total Excess Distri Carryover483676TotalExcessDistriCarryover
Qualifying Distributions15526QualifyingDistributions
Applied To Current Year2360AppliedToCurrentYear
Remaining Distri From Corpus13166RemainingDistriFromCorpus
Total Corpus496842TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov From Year5197462ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year299380ExcessDistriCyovToNextYear
Excess From Year4142007ExcessFromYear4
Excess From Year318609ExcessFromYear3
Excess From Year2107975ExcessFromYear2
Excess From Year117623ExcessFromYear1
Excess From Current Year13166ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerAPPARAO MUKKAMALAContributingManager

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameAPPARAO MUKKAMALARecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line14545 WARWICK CIRCLEAddressLine1
CityGRAND BLANCCity
StateMIState
ZIP Code48439ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number8102579828RecipientPhoneNumber
Form And Info And MaterialsWRITTEN APPLICATION DETAILING AMOUNT REQUESTED AND PROPOSED USE OF FUNDS.FormAndInfoAndMaterials
Submission DeadlinesNOSubmissionDeadlines
Restrictions On AwardsMUST SATISFY THE PURPOSES OF THE FOUNDATIONRestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (6 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmountAddress Line2RecipientUSAddress/AddressLine2
CENTRAL CHINMAYA MISSION TRUST
6499 CALKINS RDFLINTMI48532NONEGENERAL OPERATIONS$11,261
TIRUMALA TIRUPATI DEVASTAHAM
TIRUPATI INDIAGRAND BLANCMI48439NONEGENERAL OPERATIONS$2,001C/0 4545 WARWICK CIRCLE
GREAT LAKES ARADHANA COMMITTEE
788 HATHAWAY DRAUBURN HILLSMI48326NONEGENERAL OPERATIONS$100
SHINMAYA SEVA
6499 CALKINS RDFLINTMI48532NONEGENERAL$501
JEEYAR EDUCATIONAL TRUST
222 DEY RDCRANBURYNJ08512NONEGENERAL OPERATIONS$1,001
AAHC
416 N SAGINAW STREETFLINTMI48502NONEGENERAL OPERATIONS$100
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year14964TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$17ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$452ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Related Or Exempt Function Income-4611RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$469ExclusionAmount
Related Or Exempt Function Income-4611RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA-4142TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualDRS APPARAO SUMATHI MUKKAMALAContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line14545 WARWICK CIRCLEAddressLine1
CityGRAND BLANCCity
StateMIState
ZIP Code48439ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions21012AggregateContributions
Noncash Contribution TypeXNoncashContributionType

Noncash Property NoncashProperty

FieldValueIRS element (for citing)
Contributor Number From Part I1ContributorNumberFromPartI
Noncash Property Description200 REGENERON PHARMNoncashPropertyDescription
Fair Market Value21012FairMarketValue
Date Received2012-11-30DateReceived

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategory
Amount$1,125Amount
Net Investment Income562NetInvestmentIncome
Disbursements Charitable Prps562DisbursementsCharitablePrps

Compensation Explanation CompensationExplanation

Compensation Compensation (4 entries)

APPARAO MUKKAMALA
SUMATHI MUKKAMALA
SRINIVAS MUKKAMALA
APARNA MUKKAMALA

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAsset (4 entries)

NameNameDate AcquiredDateAcquiredHow AcquiredHowAcquiredDate SoldDateSoldGross Sales PriceGrossSalesPriceBasisBasisTotal NetTotalNet
ALCATEL LUCENT1998-10PURCHASE2012-02909501-9411
CISCO SYSTEMS1997-09PURCHASE2012-08250011861314
INTEL CORP1998-03PURCHASE2012-08523817573481
FORD MOTOR2012-12PURCHASE2012-1255

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (9 entries)

Name Of StockNameOfStockEOY Book ValueEOYBookValueEOYFMVEOYFMV
INTEL CORP
CISCO SYSTEMS
AMR CORP DEL9617636
ICICI BANK LTD57776542
GENERAL ELECTRIC41286297
ALCATEL LUCENT
AMERICAN INTERNATIONAL982710590
FORD MOTOR COMPANY80767226
REGENERON PHARMACTCLS2101234214

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncome
EXPENSES
BANK SERVICE CHARGES188188

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