MUKKAMALA FAMILY FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: MUKKAMALA FAMILY FOUNDATION (EIN 38-3224822)
Tax period: 2011-01-01 to 2011-12-31
Filed: 2012-06-04
IRS object ID: 201211569349100301
Schema version: 2011v1.2
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
Compensation Explanation
Investments Corp Stock Schedule
Other Expenses Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-06-04T09:18:48-05:00	Timestamp
Tax Period End Date	2011-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	LEWIS & KNOPF CPAS	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	5206 GATEWAY CENTRE SUITE 100	AddressLine1
City	FLINT	City
State	MI	State
ZIP Code	48507	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2011-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	383224822	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	MUKKAMALA FAMILY FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	MUKK	NameControl
Phone	8102579828	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	4545 WARWICK CIRCLE	AddressLine1
City	GRAND BLANC	City
State	MI	State
ZIP Code	48439	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	APPARAO MUKKAMALA	Name
Title	PRESIDENT	Title
Phone	8102579828	Phone
Date Signed	2012-05-01	DateSigned

Preparer Preparer

Field	Value	IRS element (for citing)
Name	ANITA ABROL	Name
Phone	8102384617	Phone
Date Prepared	2012-05-02	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	48638	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
Interest On Savings Rev And Expnss	79	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	79	InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss	451	DividendsRevAndExpnss
Dividends Net Invst Incm	451	DividendsNetInvstIncm
Total Revenue And Expenses	530	TotalRevenueAndExpenses
Total Net Investment Income	530	TotalNetInvestmentIncome
Accounting Fees Rev And Expnss	1250	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	625	AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps	625	AccountingFeesDsbrsChrtblPrps
Other Expenses Rev And Expnss	181	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	181	OtherExpensesNetInvstIncm
Tot Opr Expenses Rev And Expnss	1431	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	806	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	625	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	20000	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	20000	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	21431	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	806	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	20625	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-20901	ExcessOfRevenueOverExpenses
Net Investment Income	0	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	52269	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	31368	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	31368	SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY	31966	InvestmentsCorpStockBOY
Investments Corp Stock EOY	31966	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	17270	InvestmentsCorpStockEOYFMV
Total Assets BOY	84235	TotalAssetsBOY
Total Assets EOY	63334	TotalAssetsEOY
Total Assets EOYFMV	48638	TotalAssetsEOYFMV
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Retained Earnings BOY	84235	RetainedEarningsBOY
Retained Earnings EOY	63334	RetainedEarningsEOY
Total Net Assets BOY	84235	TotalNetAssetsBOY
Total Net Assets EOY	63334	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	84235	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	63334	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	84235	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-20901	ExcessOfRevenueOverExpenses
Subtotal	63334	Subtotal
Total Net Assets Fund Balances EOY	63334	TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Qualifying Distributions Year1	111626	QualifyingDistributionsYear1
Noncharitable Assets Year1	73014	NoncharitableAssetsYear1
Distribution Ratio Year1	1.528830	DistributionRatioYear1
Qualifying Distributions Year2	21101	QualifyingDistributionsYear2
Noncharitable Assets Year2	50094	NoncharitableAssetsYear2
Distribution Ratio Year2	0.421228	DistributionRatioYear2
Qualifying Distributions Year3	145250	QualifyingDistributionsYear3
Noncharitable Assets Year3	77789	NoncharitableAssetsYear3
Distribution Ratio Year3	1.867231	DistributionRatioYear3
Qualifying Distributions Year4	202639	QualifyingDistributionsYear4
Noncharitable Assets Year4	135044	NoncharitableAssetsYear4
Distribution Ratio Year4	1.500541	DistributionRatioYear4
Qualifying Distributions Year5	70794	QualifyingDistributionsYear5
Noncharitable Assets Year5	50254	NoncharitableAssetsYear5
Distribution Ratio Year5	1.408724	DistributionRatioYear5
Total Distribution Ratio	6.726554	TotalDistributionRatio
Average Distribution Ratio	1.345311	AverageDistributionRatio
Net Noncharitable Assets	60031	NetNoncharitableAssets
Adjusted Noncharitable Assets	80760	AdjustedNoncharitableAssets
Adj Nonchrtbl Assets And One	80760	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	20625	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	0	InvestmentIncomeExciseTax
Amount Credited To Next Year	0	AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	false	LegislativePoliticalActivities
More Than100 Spent	false	MoreThan100Spent
Form1120 POL Filed	false	Form1120POLFiled
Activities Not Prev Reported	false	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	false	UnrelatedBusIncomeOver1000
Termination Etc	false	TerminationEtc
Requirements Of Sect508e	true	RequirementsOfSect508e
At Least5000 In Assets	true	AtLeast5000InAssets
States Filed With	MI	StatesFiledWith
Form990 PF Filed With AG	true	Form990PFFiledWithAG
Private Operating Foundation	false	PrivateOperatingFoundation
New Substantial Contributors	false	NewSubstantialContributors
Interest In Controlled Entity	false	InterestInControlledEntity
Applicable Insurance Contract	false	ApplicableInsuranceContract
Comply With Public Inspection Rqr	true	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress
Books In Care Of Person Name	LEWIS KNOPF CPA'S PC	BooksInCareOfPersonName
Books In Care Of Phone Number	8102384617	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	5206 GATEWAY CENTRE STE 100	AddressLine1
City	FLINT	City
State	MI	State
ZIP Code	48507	ZIPCode

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	false	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	false	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	false	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	false	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	false	TransferAssetsToDsqflyPerson
Payment To Government Offical	false	PaymentToGovernmentOffical
Undistributed Income Prior Years	false	UndistributedIncomePriorYears
Business Holdings	false	BusinessHoldings
Jeopardy Investments	false	JeopardyInvestments
Uncorrected Jeopardy Investments	false	UncorrectedJeopardyInvestments
Influence Legislation	false	InfluenceLegislation
Influence Election	false	InfluenceElection
Grants To Individuals	false	GrantsToIndividuals
Grants To Organizations	false	GrantsToOrganizations
Noncharitable Purpose	false	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	false	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	false	PayPremiumsPrsnlBnftContract

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 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
APPARAO MUKKAMALA
4545 WARWICK CIRCLE	GRAND BLANC	MI	48439	PRESIDENT	0.00	0	0	0
SUMATHI MUKKAMALA
4545 WARWICK CIRCLE	GRAND BLANC	MI	48439	DIRECTOR	0.00	0	0	0
SRINIVAS MUKKAMALA
4545 WARWICK CIRCLE	GRAND BLANC	MI	48439	DIRECTOR	0.00	0	0	0
APARNA MUKKAMALA
4545 WARWICK CIRCLE	GRAND BLANC	MI	48439	DIRECTOR	0.00	0	0	0

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Field	Value	IRS element (for citing)
Description1	N/A	Description1

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	22500	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	38445	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	60945	TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets	60945	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	914	CashDeemedCharitable
Net Noncharitable Assets	60031	NetNoncharitableAssets
Minimum Investment Return	3002	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	3002	MinimumInvestmentReturn
Distributable Amount Before Adj	3002	DistributableAmountBeforeAdj
Distributable Amount Before Ded	3002	DistributableAmountBeforeDed
Distributable Amount As Adjusted	3002	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	20625	ExpensesAndContributions
Qualifying Distributions	20625	QualifyingDistributions
Adj Qualifying Distributions	20625	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	3002	DistributableAmountAsAdjusted
Excess Distri Carryover Year5	68290	ExcessDistriCarryoverYear5
Excess Distri Carryover Year4	197462	ExcessDistriCarryoverYear4
Excess Distri Carryover Year3	142007	ExcessDistriCarryoverYear3
Excess Distri Carryover Year2	18609	ExcessDistriCarryoverYear2
Excess Distri Carryover Year1	107975	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	534343	TotalExcessDistriCarryover
Qualifying Distributions	20625	QualifyingDistributions
Applied To Current Year	3002	AppliedToCurrentYear
Remaining Distri From Corpus	17623	RemainingDistriFromCorpus
Total Corpus	551966	TotalCorpus
Undistributed Income CY	0	UndistributedIncomeCY
Excess Distri Cyov From Year5	68290	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	483676	ExcessDistriCyovToNextYear
Excess From Year4	197462	ExcessFromYear4
Excess From Year3	142007	ExcessFromYear3
Excess From Year2	18609	ExcessFromYear2
Excess From Year1	107975	ExcessFromYear1
Excess From Current Year	17623	ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

Field	Value	IRS element (for citing)
Recipient Name	APPARAO MUKKAMALA	RecipientName

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	4545 WARWICK CIRCLE	AddressLine1
City	GRAND BLANC	City
State	MI	State
ZIP Code	48439	ZIPCode

Field	Value	IRS element (for citing)
Recipient Phone Number	8102579828	RecipientPhoneNumber
Form And Info And Materials	WRITTEN APPLICATION DETAILING AMOUNT REQUESTED AND PROPOSED USE OF FUNDS.	FormAndInfoAndMaterials
Submission Deadlines	NO	SubmissionDeadlines
Restrictions On Awards	MUST SATISFY THE PURPOSES OF THE FOUNDATION	RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CENTRAL CHINMAYA MISSION TRUST	BusinessNameLine1

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	6499 CALKINS RD	AddressLine1
City	FLINT	City
State	MI	State
ZIP Code	48532	ZIPCode

Field	Value	IRS element (for citing)
Recipient Relationship	NONE	RecipientRelationship
Purpose Of Grant Or Contribution	GENERAL OPERATIONS	PurposeOfGrantOrContribution
Amount	$20,000	Amount

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	20000	TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$79	ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$451	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Exclusion	$530	ExclusionAmount

Field	Value	IRS element (for citing)
Total Part XVIA	530	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	false	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	false	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	false	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	false	RentalOfFacilitiesEtc
Reimbursement Arrangements	false	ReimbursementArrangements
Loans Or Loan Guarantees	false	LoansOrLoanGuarantees
Performance Of Services Etc	false	PerformanceOfServicesEtc
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	false	RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	Category
Amount	$1,250	Amount
Net Investment Income	625	NetInvestmentIncome
Disbursements Charitable Prps	625	DisbursementsCharitablePrps

Compensation Explanation CompensationExplanation

Compensation Compensation (4 entries)

APPARAO MUKKAMALA
SUMATHI MUKKAMALA
SRINIVAS MUKKAMALA
APARNA MUKKAMALA

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (6 entries)

Name Of StockNameOfStock	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
INTEL CORP	1757	4850
CISCO SYSTEMS	1186	2712
AMR CORP DEL	9617	280
ICICI BANK LTD	5777	3965
GENERAL ELECTRIC	4128	5373
ALCATEL LUCENT	9501	90

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome
EXPENSES
BANK SERVICE CHARGES	181	181

MUKKAMALA FAMILY FOUNDATION: Form 990PF, tax year 2011

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

Recipient US Address RecipientUSAddress

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear

Recipient Business Name RecipientBusinessName

Recipient US Address RecipientUSAddress

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Compensation Explanation CompensationExplanation

Compensation Compensation (4 entries)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (6 entries)

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

Comments