2024-11-15T15:52:44-06:00 2023-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 17 COWBOYS WAY SUITE 800 FRISCO TX 75034 990 2023-01-01 850604193 UNCLE JULIOS FAMILY FOUNDATION UNCL 2142420930 3201 W ROYAL LN 160 IRVING TX 75063 HILLARY SHAHBABIAN CRO 2142420930 2024-11-15 1 0 DEANA SERRACINO P01058183 9727480300 2024-11-15 2023 2024-10-15 13:58:12Z LOREN BONTRAGER 3201 W ROYAL LN 160 IRVING TX 75063 20826 0 X HTTPS://UNCLEJULIOS.COM/FAMILY-FUND/ X 2020 TX TO ASSIST EMPLOYEES IMPACTED BY EMERGENCY, DISASTER, OR HARDSHIP. 3 0 0 0 0 0 5920 20826 0 0 0 0 0 0 5920 20826 93030 52800 0 0 0 0 0 0 0 42 0 93072 52800 -87152 -31974 83638 51664 0 0 83638 51664 THE PURPOSE OF THE PROGRAM IS TO PROVIDE ASSISTANCE TO EMPLOYEES AND THEIR FAMILIES WHO ARE IMPACTED BY AN EMERGENCY, DISASTER, OR PERSONAL HARDSHIP, INCLUDING BUT NOT LIMITED TO DEATH, MEDICAL EMERGENCY, FINANCIAL EMERGENCY, PHYSICAL, OR NATURAL DISASTER. 0 0 52800 52800 IN 2023, THE RELIEF FUND ASSISTED 38 EMPLOYEES (AND THEIR FAMILIES) OF UJ GROUP HOLDINGS, INC & SUBSIDIARIES BY PROVIDING $52,800 IN FUNDS TO THOSE WHO WERE AFFECTED BY AN EMERGENCY, DISASTER, AND PERSONAL HARDSHIP. 52800 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 0 1 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 TX X LOREN BONTRAGER 2142420930 3201 W ROYAL LN SUITE 160 IRVING TX 75063 HILLARY SHAHBABIAN DIRECTOR AND PRESIDENT 1.00 49.00 X X 0 243939 0 LESLIE DOUGLASS DIRECTOR AND SECRETARY 1.00 49.00 X X 0 88612 0 JULIE BOTTOMS DIRECTOR 1.00 49.00 X 0 163836 0 0 496387 0 0 0 1 0 0 17731 3095 20826 20826 0 0 0 52800 52800 52800 52800 0 0 83638 51664 83638 51664 0 0 X 0 0 0 0 83638 51664 83638 51664 83638 51664 -31974 0 X 0 0 0 X 962836 3745 5920 20826 993327 962836 3745 5920 20826 993327 506929 486398 993327 X PART II, LINE 13 THE TAXPAYER'S INITIAL FILING YEAR WAS 2020. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 FINANCIAL ASSISTANCE - EMERGENCY, DISASTER AND PERSONAL HARDSHIP. 38 52800 PART I, LINE 2: AN APPLICATION FORM (AN "APPLICATION") MUST BE COMPLETED BY OR FOR INDIVIDUALS SEEKING ASSISTANCE. THE FOUNDATION WILL MAINTAIN ALL APPLICATIONS RECEIVED FOR AT LEAST SEVEN (7) YEARS. A MEMBER OF THE SELECTION COMMITTEE SHALL DOCUMENT ALL DECISIONS TO DISTRIBUTE ASSISTANCE, AND SUCH DOCUMENTATION SHALL INCLUDE THE FOLLOWING INFORMATION, TO THE EXTENT PRACTICAL: 1. A DESCRIPTION OF THE TYPE OF ASSISTANCE PROVIDED; 2. THE PURPOSE FOR WHICH ASSISTANCE WAS PROVIDED; 3. THE OBJECTIVE CRITERIA APPLIED (SEE BELOW); 4. THE MANNER IN WHICH THE RECIPIENT(S) WAS/WERE SELECTED; 5. THE NAME, ADDRESS, DATE, AND AMOUNT DISTRIBUTED TO EACH RECIPIENT; AND 6. ANY RELATIONSHIP BETWEEN A RECIPIENT AND OFFICERS, DIRECTORS, OR KEY EMPLOYEES OF AN EMPLOYER OR A SUBSTANTIAL CONTRIBUTOR TO THE FOUNDATION. THE DOCUMENTATION (INCLUDING THE APPLICATION) SHOULD CLEARLY DEMONSTRATE THE INDIVIDUAL'S NEED FOR THE ASSISTANCE. IN ADDITION TO BIOGRAPHICAL AND OTHER GENERAL INFORMATION, THE APPLICATION MUST DESCRIBE THE TYPE OF ASSISTANCE SOUGHT (E.G., MEDICAL, HOUSING, CHILDCARE, TUITION) AND THE AMOUNT OF ASSISTANCE REQUESTED. THE APPLICATION MUST ALSO CONTAIN INFORMATION AND DOCUMENTATION REGARDING THE INDIVIDUAL'S PERSONAL FINANCIAL CIRCUMSTANCES AND LEVEL OF NEED AND/OR DISTRESS. THE EXTENT OF DOCUMENTATION REQUIRED WILL DEPEND UPON THE TYPE AND AMOUNT OF ASSISTANCE SOUGHT. THE SELECTION COMMITTEE WILL SELECT RECIPIENTS BASED ON AN OBJECTIVE EVALUATION OF EACH INDIVIDUAL'S NEEDS AT THE TIME OF THE DETERMINATION. FACTORS TO BE CONSIDERED BY THE SELECTION COMMITTEE IN SELECTING RECIPIENTS WILL INCLUDE: 1. LEVEL OF NEED AND DISTRESS. FEDERAL TAX RULES DO NOT PERMIT CHARITABLE FUNDS TO BE DISTRIBUTED TO PERSONS MERELY BECAUSE THEY ARE THE VICTIMS OF AN EMERGENCY. RATHER, AN INDIVIDUAL MUST BE SHOWN TO LACK BASIC NECESSITIES. THE SELECTION COMMITTEE WILL CONSIDER THE FOLLOWING FACTORS, AMONG OTHERS, TO DETERMINE THE LEVEL OF NEED AND/OR DISTRESS OF AN ELIGIBLE INDIVIDUAL: A. EXTENT OF DAMAGE OR SUFFERING EXPERIENCED AS A RESULT OF THE EMERGENCY; B. INCOME PRIOR TO AND IMMEDIATELY AFTER THE EMERGENCY; C. NUMBER, AGES, AND NEEDS OF DEPENDENTS; AND D. OTHER SOURCES OF INCOME OR AID AVAILABLE, INCLUDING INSURANCE, BENEFITS, AND CHARITABLE AID. WITH RESPECT TO SHORT-TERM EMERGENCY ASSISTANCE, THE SELECTION COMMITTEE MAY TAKE INTO ACCOUNT NEEDS LIKELY TO ARISE IN THE IMMEDIATE AS WELL AS CURRENT NEEDS. IN ADDITION, SHORT-TERM EMERGENCY ASSISTANCE (I.E., CRISIS COUNSELING, BLANKETS, HOT MEALS) MAY BE PROVIDED WITHOUT A SHOWING OF FINANCIAL NEED. 2. TYPE OF ASSISTANCE AND AMOUNT OF AWARD. THE AMOUNT OF ASSISTANCE PROVIDED BY THE FUND SHALL BE DETERMINED BY THE SELECTION COMMITTEE IN ITS DISCRETION. SIMILARLY, THE AMOUNT OF ASSISTANCE AWARDED TO AN ELIGIBLE INDIVIDUAL WILL BE DETERMINED BY THE SELECTION COMMITTEE IN ITS DISCRETION. EXCEPT AS OTHERWISE DETERMINED BY THE BOARD FROM TIME TO TIME, THERE IS NO MINIMUM AMOUNT OF ASSISTANCE THAT MAY BE AWARDED TO AN ELIGIBLE INDIVIDUAL. THE BOARD OF DIRECTORS SHALL SET A MAXIMUM AMOUNT OF ASSISTANCE THAT MAY BE GRANTED DURING A CALENDAR YEAR (I) FOR EACH INDIVIDUAL APPLICATION FOR ASSISTANCE AND (II) TO A FAMILY IN THE AGGREGATE; SUCH MAXIMUM AMOUNT MAY BE DETERMINED AND REVISED BY THE BOARD AT ANY TIME AND FROM TIME TO TIME. RACE, NATIONAL ORIGIN, AND GENDER SHALL NOT BE CONSIDERED AS A FACTOR IN THE SELECTION OF RECIPIENTS. EMPLOYMENT-RELATED FACTORS (OTHER THAN EMPLOYMENT BY AN EMPLOYER AS AN INITIAL ELIGIBILITY REQUIREMENT) SHALL NOT BE CONSIDERED IN THE SELECTION OF RECIPIENTS. 0 0 0 0 0 0 0 0 0 HILLARY SHAHBABIAN DIRECTOR AND PRESIDENT 0 203846 0 40000 0 93 0 0 0 0 0 243939 0 0 JULIE BOTTOMS DIRECTOR 0 138836 0 25000 0 0 0 0 0 0 0 163836 0 0 PART I, LINE 6 HILLARY SHAHBABIAN AND JULIE BOTTOMS PARTICIPATED IN A BONUS PROGRAM CONTINGENT ON THE NET EARNINGS OF UJ GROUP HOLDINGS, INC & SUBSIDIARIES, A RELATED ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 2 THE OFFICERS AND DIRECTORS OF THE FOUNDATION ARE ALL EMPLOYEES OF UJ GROUP HOLDINGS, INC & SUBSIDIARIES. FORM 990, PART VI, SECTION A, LINE 3 UNCLE JULIOS FAMILY FOUNDATION ENTERED INTO A SERVICES AGREEMENT WITH UJ GROUP HOLDINGS, INC & SUBSIDIARIES, A RELATED ORGANIZATION, TO PROVIDE SERVICES TO ADMINISTER THE FOUNDATION'S OPERATIONS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTANT FOR MANAGEMENT REVIEW. ONCE FINALIZED, THE RETURN IS REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS, AND SELECTION COMMITTEE MEMBERS ARE PROVIDED A STATEMENT REGARDING CONFLICT OF INTEREST AND CONFIDENTIALITY POLICY FOR SIGNATURE. THIS FORM IS TO BE COMPLETED ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. UJ GROUP HOLDINGS INC & SUBSIDIARIES 3201 W ROYAL LN SUITE 160 IRVING TX 75063 822902987 HOLDING COMPANY TX N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0