BETA

ASIA CONNECTION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
ASIA CONNECTION INC (EIN 59-3619790)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-13
IRS object ID
202333179349100208
Schema version
2022v5.0
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)
Return2023-11-13T06:51:55-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN592483803PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SANTANA BYRD & JAAP PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1211 S BOULEVARDAddressLine1Txt
CityTAMPACityNm
State AbbreviationFLStateAbbreviationCd
ZIP336062101ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN593619790EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ASIA CONNECTION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlASIABusinessNameControlTxt
Phone4153099738PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11920 RALSTON AVENUEAddressLine1Txt
CityRICHMONDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94805ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTED ROSEPersonNm
Person TitleTREASURERPersonTitleTxt
Phone4153099738PhoneNum
Signature2023-11-11SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstTEDPersonFirstNm
Person LastROSEPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL J JAAP CPAPreparerPersonNm
PTINP00121817PTIN
Phone8132542443PhoneNum
Preparation2023-11-11PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,468,840FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$700,922ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$259InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$259InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$259InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$15,464DividendsRevAndExpnssAmt
Dividends Net Invst Incm$15,464DividendsNetInvstIncmAmt
Dividends Adj Net Incm$15,464DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$52,963NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$472,484GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$578CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$769,608TotalRevAndExpnssAmt
Total Net Invst Incm$16,301TotalNetInvstIncmAmt
Total Adj Net Incm$15,723TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$2,955AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$218TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$19,044OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$18,824OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$22,217TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$18,824TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$215,375ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$215,375ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$237,592TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$18,824TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$215,375TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$532,016ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$15,723AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$105,001CashBOYAmt
Cash EOY$124,890CashEOYAmt
Cash EOYFMV$124,890CashEOYFMVAmt
Sav And Temp Cash Invst BOY$54,387SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$179,860SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$179,860SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$3,559PrepaidExpensesBOYAmt
Corporate Stock BOY$1,010,972CorporateStockBOYAmt
Corporate Stock EOY$1,164,090CorporateStockEOYAmt
Corporate Stock EOYFMV$1,164,090CorporateStockEOYFMVAmt
Total Assets BOY$1,173,919TotalAssetsBOYAmt
Total Assets EOY$1,468,840TotalAssetsEOYAmt
Total Assets EOYFMV$1,468,840TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$1,173,919RetainedEarningBOYAmt
Retained Earning EOY$1,468,840RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,173,919TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,468,840TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,173,919TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,468,840TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,173,919TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$532,016ExcessRevenueOverExpensesAmt
Subtotal$1,705,935SubtotalAmt
Other Decreases$237,095OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,468,840TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$578CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMOOrgReportOrRegisterStateCd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressASIACONNECTIONINC.ORGWebsiteAddressTxt
Individual With BooksTED ROSEIndividualWithBooksNm
Phone4153099738PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11920 RALSTON AVEAddressLine1Txt
CityRICHMONDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94805ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOHN HAVICAN
14808 AFSHARI CIRCLEFLORISSANTMO63034CHAIRMAN000.00$0$0$0
TED ROSE
1920 RALSTON AVERICHMONDCA94805TREASURER000.00$0$0$0
LILY ACKERMAN
608 WALLER STREETSAN FRANCISCOCA94117SECRETARY000.00$0$0$0
MARY HELD
556 SUMMIT OAKS CTNASHVILLETN37221VICE CHAIR000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE KAILAKURI HEALTH CARE PROJECT PROVIDES HEALTHCARE SERVICES TO THE PEOPLE OF BANGLADESH, REGARDLESS OF RELGIOUS AFFILIATION. THE PROJECT EMPLOYS LOCAL STAFF WHO ARE TRAINED ON-THE-JOB PARAMEDICS, AND OFFER LOW-COST TREATMENT TO POOR PATIENTS WHO CANNOT AFFORD PAY FOR MEDICAL CARE ELSEWHERE.Description1Txt
Expenses1$147,700Expenses1Amt
Description2THE CONGREGATION OF THE MIRACULOUS MEDAL IN KONTUM PROVIDES A FAMILY SCIENCE PROGRAM FOR YOUNG WOMEN FROM OUTLYING VILLAGES FOR A MIDWIFE TRAINING PROGRAM, AND HAVE TRAINED OVER 240 MIDWIVES AND ARE WORKING IN OVER 40 VILLAGES. THEY ALSO ASSIST IN PROVIDING TRANSPORTATION TO HOSPITALS AND CLINICS FOR SPECIALIZED MEDICAL TREATMENTS, SUCH AS, CLEFT SURGERY, SURGERY FOR CLUB FEET AND BURN RECONSTRUCTION FOR CHILDREN AND ADULTS.Description2Txt
Expenses2$45,337Expenses2Amt
Description3THE NGUYEN NGA CENTER IS A PRIVATELY-RUN REHABILITATION CENTER IN QUI NHON, VIETNAM THAT HELPS PEOPLE WITH PHYSICAL AND MENTAL DISABILITIES. THE CENTER ASSISTS INDIVIDUALS WITH DISABILITIES THROUGH EDUCATION, SCHOLARSHIPS, VOCATIONAL TRAINING AND LIFE SKILLS, WITH THE GOAL OF MAXIMIZING THE PERSONS CONFIDENCE AND INDEPENDENCE.Description3Txt
Expenses3$26,057Expenses3Amt
Description4THE ORDER OF ST. VINCENT DEPAUL, IN KONTUM, PROVIDES CARE FOR 30 YOUNG GIRLS IN THE COMPOUND SO THEY CAN RECEIVE AN EDUCATION. THEY ALSO RUN A VILLAGE FEEDING PROGRAM FOR 3 POOR VILLAGES TO FEED THE CHILDREN AND THE ELDERLY.Description4Txt
Expenses4$7,506Expenses4Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$204,140AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$204,140TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$204,140AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,062CashDeemedCharitableAmt
Net Vl Noncharitable Assets$201,078NetVlNoncharitableAssetsAmt
Minimum Investment Return$10,054MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$10,054MinimumInvestmentReturnAmt
Distributable Before Adj$10,054DistributableBeforeAdjAmt
Distributable Before Ded$10,054DistributableBeforeDedAmt
Distributable As Adjusted$10,054DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$215,375ExpensesAndContributionsAmt
Qualifying Distributions$215,375QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$10,054DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$128,330ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$149,183ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$204,687ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$186,861ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$226,406ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$895,467TotalExcessDistributionCyovAmt
Qualifying Distributions$215,375QualifyingDistributionsAmt
Applied To Current Year$10,054AppliedToCurrentYearAmt
Remaining Distri From Corpus$205,321RemainingDistriFromCorpusAmt
Total Corpus$1,100,788TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$128,330ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$972,458ExcessDistriCyovToNextYrAmt
Excess From Year4$149,183ExcessFromYear4Amt
Excess From Year3$204,687ExcessFromYear3Amt
Excess From Year2$186,861ExcessFromYear2Amt
Excess From Year1$226,406ExcessFromYear1Amt
Excess From Current Year$205,321ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerGEORGE CHRISTIANContributingManagerNm
Contributing ManagerHILARY SMITHContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SISTERS OF THE MIRACULOUR MEDAL
14 NGUYEN HUEKONTUMKONTUM PROVINCEVMUNRELATEDHUMANITARIANHEALTHCARE, EDUCATION, SOCIAL WELFAR$45,337
SISTERS OF ST VINCENT DE PAUL
12 NGUYEN TRAIKONTUMKONTUM PROVINCEVMUNRELATEDHUMANITARIANHEALTHCARE, EDUCATION, SOCIAL WELFAR$7,506
NGUYEN NGA CENTER
884 TRAN HUNG DAOQUY NHONQUY NHONVMUNRELATEDHUMANITARIANHEALTHCARE, EDUCATION, SOCIAL WELFAR$15,557
KAILAKURI HEALTH CARE
PO HAGAKURIMADHAPURTANGAILBGUNRELATEDHEALTH CAREMEDICAL NEEDS AND OPERATIONS$146,975
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$215,375TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$259ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$15,464ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$578ExclusionAmt
Related Or Exempt Function Incm$52,385RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$16,301ExclusionAmt
Related Or Exempt Function Incm$52,385RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$68,686TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndAddress Line2ContributorUSAddress/AddressLine2TxtNoncash ContributionNoncashContributionInd
E K ROSE FBO ASIA CONNECTION TRUST
1PO BOX 260475TAMPAFL33615$76,139Yes (X)
HILARY SMITH
224 CRABAPPLE DRIVESHELBURNEVT05482$50,000Yes (X)
GEORGE CHRISTIAN
3780 BOYLSTON STREETBOSTONMA02199$565,517Yes (X)APT 6-BYes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
3SECURITIES$181,0762022-04-18
3SECURITIES$127,8282022-05-02

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,955Amt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)

AssetAssetDescHow AcquiredHowAcquiredTxtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
RAYMOND JAMES 4608- SEE ATTACHEDPURCHASE$82,119$87,965-$5,846
RAYMOND JAMES J058- SEE ATTACHEDPURCHASE$333,507$267,035$66,472
RAYMOND JAMES J058- SEE ATTACHEDPURCHASE$56,280$64,521-$8,241

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockRAYMOND JAMES SECURITIESStockNm
EOY Book Value$1,164,090EOYBookValueAmt
EOYFMV$1,164,090EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSS ON EQUITIESDesc
Amt$237,095Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
PORTFOLIO MANAGEMENT FEES$18,824$18,824
WEBSITE$120
REGISTRATION FEES$100

Reasonable Cause Explanation ReasonableCauseExplanation

FieldValueIRS element (for citing)
ExplanationTHE COMPANY MAINTAINS IT'S TAX RECORD WITH SANTANA, BYRD & JAAP, PA, A TAMPA, FLORIDA CPA FIRM LOCATED IN HILLSBOROUGH COUNTY, FLORIDA. FOR THIS REASON, THE COMPANY QUALIFIES FOR THE SPECIAL DISASTER RELIEF FILING DEADLINE EXTENSION THROUGH FEBRUARY 15, 2024 GRANTED DUE TO THE OCCURENCE OF HURRICANE IDALIA IN EARLY SEPTEMBER 2023.ExplanationTxt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX PAIDCategoryTxt
Amt$218Amt

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