MARIA HULAI LION FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- MARIA HULAI LION FOUNDATION INC (EIN 11-3454920)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-14
- IRS object ID
- 201343189349101169
- 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
- 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) |
|---|---|---|
| Timestamp | 2013-11-14T13:43:51-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420714325 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 113454920 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MARIA HULAI LION FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MARI | NameControl |
| Phone | 7185125288 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | VOLODYMYR MAYCHENKO | Name |
| Title | PRESIDENT | Title |
| Phone | 7185125288 | Phone |
| Date Signed | 2013-11-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TOM BURKE | Name |
| PTIN | P01012402 | PTIN |
| Phone | 2123721000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2716468 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 73214 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 73214 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -11021 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1720756 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 62193 | TotalRevenueAndExpenses |
| Total Net Investment Income | 73214 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 28500 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 9500 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 19000 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2600 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2600 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 26312 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 26312 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 3221 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 727 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 1454 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 158 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 158 | DeprecAndDepletionNetInvstIncm |
| Trav Conf Meeting Rev And Expnss | 4083 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 215 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 3868 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 5186 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 5186 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 70060 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 44698 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 24322 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 122300 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 122300 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 192360 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 44698 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 146622 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -130167 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 28516 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 4909 | CashBOY |
| Cash EOY | 6642 | CashEOY |
| Cash EOYFMV | 6642 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 495408 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 248775 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 248775 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 1285336 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 1603417 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 1583117 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 929041 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 725851 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 877784 | InvestmentsCorpStockEOYFMV |
| Land Building And Equipment Basis | 3148 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 3003 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 303 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 145 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 150 | LandBuildingAndEquipmentEOYFMV |
| Total Assets BOY | 2714997 | TotalAssetsBOY |
| Total Assets EOY | 2584830 | TotalAssetsEOY |
| Total Assets EOYFMV | 2716468 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 2714997 | UnrestrictedBOY |
| Unrestricted EOY | 2584830 | UnrestrictedEOY |
| Total Net Assets BOY | 2714997 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2584830 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2714997 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2584830 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2714997 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -130167 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 2584830 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2584830 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| PUBICLY TRADED SECURITIES - CITIGROUP & MORGAN STANLEY | P | 1720286 | 1731777 | -11491 | -11491 |
| CAPITAL GAINS DIVIDENDS | P | 470 | 470 | 470 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -11021 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 182223 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2934441 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.062098 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 127498 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2956804 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.043120 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 47180 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2840250 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.016611 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 61849 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 3061591 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.020202 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 228382 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 3419307 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.066792 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.208823 | TotalDistributionRatio |
| Average Distribution Ratio | 0.041765 | AverageDistributionRatio |
| Net Noncharitable Assets | 2722075 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 113687 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 285 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 113972 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 146622 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 285 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 285 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 285 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 637 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 1400 | TaxPaidWithExtension |
| Total Credits And Payments | 2037 | TotalCreditsAndPayments |
| Overpayment | 1752 | Overpayment |
| Amount Credited To Next Year | 1752 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | NY | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | FOUNDATION | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 7185125288 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 1 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| VOLODYMYR MAYCHENKO | ||||||||
| 3172 CONEY ISLAND AVENUE 691 | BROOKLYN | NY | 11235 | PRESIDENT, TREASURER, DIR. | 40.00 | 28500 | 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | GRANTS AND CONTRIBUTIONS LISTED IN PART XV AND EXPENSES INCURRED RELATIVE TO THESE DONATIONS. | Description1 |
| Expenses1 | 146622 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 2460317 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 303034 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 177 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2763528 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2763528 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 41453 | CashDeemedCharitable |
| Net Noncharitable Assets | 2722075 | NetNoncharitableAssets |
| Minimum Investment Return | 136104 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 136104 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 285 | TaxBasedOnInvestmentIncome |
| Total Tax | 285 | TotalTax |
| Distributable Amount Before Adj | 135819 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 135819 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 135819 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 146622 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 146622 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 285 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 146337 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 135819 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 1547 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 146622 | QualifyingDistributions |
| Applied To Year1 | 1547 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 135819 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 9256 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 9256 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 9256 | ExcessDistriCyovToNextYear |
| Excess From Current Year | 9256 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (9 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| ALL-UKRAINIAN EVANGELICAL BAPTIST FELLOWSHIP INC | ||||||
| 34 PARK PLACE | MORRIS PLAINS | NJ | 07950 | PUBLIC CHARITY | FOR GENERAL CHARITABLE PURPOSES | $2,000 |
| HELP ME SEE INC | ||||||
| 20 WEST 36TH STREET SUITE 701 | NEW YORK | NY | 10018 | PUBLIC CHARITY | FOR GENERAL CHARITABLE PURPOSES | $2,100 |
| KYIV MOHYLA FOUNDATION OF AMERICA INC | ||||||
| PO BOX 46009 | CHICAGO | IL | 60646 | PUBLIC CHARITY | FOR GENERAL CHARITABLE PURPOSES | $3,000 |
| UKRAINIAN FEDERATION OF AMERICA | ||||||
| 700 CEDAR ROAD | JENKINTOWN | PA | 19046 | PUBLIC CHARITY | FOR GENERAL CHARITABLE PURPOSES | $15,000 |
| UKRAINIAN GENOCIDE FAMINE FOUNDATION - USA INC | ||||||
| 2249 WEST SUPERIOR STREET | CHICAGO | IL | 60612 | PUBLIC CHARITY | FOR GENERAL CHARITABLE PURPOSES | $2,000 |
| UKRAINIAN ORTHODOX VICARIATE OF KYIVAN PATRIARCHATE | ||||||
| 300 EAST ARMY TRAIL ROAD | BLOOMINGDALE | IL | 60108 | PUBLIC CHARITY | FOR GENERAL CHARITABLE PURPOSES | $27,200 |
| UKRAINIAN CATHOLIC EDUCATION FOUNDATION | ||||||
| 2247 WEST CHICAGO AVENUE | CHICAGO | IL | 60622 | PUBLIC CHARITY | FOR GENERAL CHARITABLE PURPOSES | $32,000 |
| UNITED UKRAINIAN AMERICAN RELIEF COMMITTEE INC | ||||||
| 1206 COTTMAN AVENUE | PHILADELPHIA | PA | 19111 | PUBLIC CHARITY | FOR GENERAL CHARITABLE PURPOSES | $15,000 |
| US-UKRAINE FOUNDATION INC | ||||||
| 1660 L STREET NW SUITE 1000 | WASHINGTON | DC | 20036 | PUBLIC CHARITY | FOR GENERAL CHARITABLE PURPOSES | $24,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 122300 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $73,214 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$11,021 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $62,193 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 62193 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING SERVICES | Category |
| Amount | $2,600 | Amount |
| Net Investment Income | 2600 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (3 entries)
| Description Of PropertyDescriptionOfProperty | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis | Prior Years DepreciationPriorYearsDepreciation | Computation MethodComputationMethod | LifeLife | Current Year ExpenseCurrentYearExpense | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|---|---|---|---|
| OFFICE EQUIPMENT | 2004-09-04 | 1010 | 1010 | SL | 5.000000000000 | 0 | 0 |
| OFFICE EQUIPMENT | 2004-10-16 | 1032 | 1032 | SL | 5.000000000000 | 0 | 0 |
| OFFICE EQUIPMENT | 2006-12-06 | 1106 | 803 | SL | 7.000000000000 | 158 | 0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CORPORATE EQUITIES | NameOfStock |
| EOY Book Value | 725851 | EOYBookValue |
| EOYFMV | 877784 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 1603417 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 1583117 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc (3 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Accumulated DepreciationAccumulatedDepreciation | Book ValueBookValue |
|---|---|---|---|
| OFFICE EQUIPMENT | 1010 | 1010 | 0 |
| OFFICE EQUIPMENT | 1032 | 1032 | 0 |
| OFFICE EQUIPMENT | 1106 | 961 | 145 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| OFFICE SUPPLIES & EXPENSES | 3535 | 3535 | 0 |
| PAYROLL SERVICE FEES | 675 | 675 | 0 |
| BANK SERVICE & OTHER FEES | 331 | 331 | 0 |
| INVESTMENT EXPENSES | 645 | 645 | 0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | Category |
| Amount | $26,312 | Amount |
| Net Investment Income | 26312 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FEDERAL EXCISE TAX | $1,040 | 0 | 0 |
| PAYROLL TAXES PAID | $2,181 | 727 | 1454 |
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