FRIENDS OF THE UNIVERSITY OF THE PHILIPPINES FOUNDATION IN AMERICA: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- FRIENDS OF THE UNIVERSITY OF THE PHILIPPINES FOUNDATION IN AMERICA (EIN 94-2838248)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-16
- IRS object ID
- 202231369349102118
- Schema version
- 2020v4.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-16T09:37:55-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 481142819 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIDGEBUILDER TAX LEGAL SERVICES PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9325 PFLUMM RD | AddressLine1Txt |
| City | LENEXA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 662153347 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942838248 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIENDS OF THE UNIVERSITY OF THE | BusinessNameLine1Txt |
| Business Name Line2 | PHILIPPINES FOUNDATION IN AMERICA | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRIE | BusinessNameControlTxt |
| Phone | 9258767695 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 842 NAVARONNE WAY | AddressLine1Txt |
| City | CONCORD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94518 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | POLLY S CORTEZ | PersonNm |
| Person Title | VICE CHAIR | PersonTitleTxt |
| Phone | 9258677695 | PhoneNum |
| Signature | 2022-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | POLLY S | PersonFirstNm |
| Person Last | CORTEZ | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEVAN D ACORD | PreparerPersonNm |
| PTIN | P01074658 | PTIN |
| Phone | 9134926008 | PhoneNum |
| Preparation | 2022-05-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| PF60 Month Term Sect507b1 B | Yes (X) | PF60MonthTermSect507b1BInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,024,015 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $118,703 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,995 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,995 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $30,696 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $30,696 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $389,989 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $389,989 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $389,989 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,747 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $6,747 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $548,130 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $422,680 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $6,747 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,750 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $707 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $2,326 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $4,783 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,750 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $111,526 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $111,526 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $116,309 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,750 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $111,526 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $431,821 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $420,930 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,747 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $1 | CashEOYAmt |
| Sav And Temp Cash Invst BOY | $12,286 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $18,948 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $18,948 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,518 | CorporateStockBOYAmt |
| Other Investments BOY | $1,038,797 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,468,473 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,005,067 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,055,601 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,487,422 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,024,015 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $547,250 | CapitalStockBOYAmt |
| Capital Stock EOY | $547,250 | CapitalStockEOYAmt |
| Retained Earning BOY | $508,351 | RetainedEarningBOYAmt |
| Retained Earning EOY | $940,172 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,055,601 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,487,422 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,055,601 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,487,422 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,055,601 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $431,821 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,487,422 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,487,422 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $389,989 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,851 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,851 | SubtotalAmt |
| Tax Based On Investment Income | $5,851 | TaxBasedOnInvestmentIncomeAmt |
| Backup Withholding Withheld | $5,851 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,851 | TotalPaymentsAndCreditsAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JULIE ZARATE HUDSON | IndividualWithBooksNm |
| Phone | 9258767695 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 SCENIC COURT | AddressLine1Txt |
| City | CONCORD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94518 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DANILO CONCEPCION | |||||||||||||
| METRO MANILA 1101 | DILIMAN QUEZON CITY | DILIMAN, QUEZON C | RP | PRESIDENT | 000.00 | $0 | $0 | $0 | |||||
| POLLY S CORTEZ | |||||||||||||
| VICE CHAIR | 000.00 | $0 | $0 | $0 | 842 NAVARONNE WAY | CONCORD | CA | 94518 | |||||
| LOURDES TANCINCO | |||||||||||||
| CORPORATE SE | 000.00 | $0 | $0 | $0 | TANCINCO LAW OFFICES | SAN FRANCISCO | CA | 94102 | 1 HALLIDIE PLAZA STE 818 | ||||
| JULIE ZARATE HUDSON | |||||||||||||
| CFO | 000.00 | $0 | $0 | $0 | 155 SCENIC COURT | CONCORD | CA | 94518 | |||||
| MAE C ECHANIS | |||||||||||||
| BOARDMEMBER | 000.00 | $0 | $0 | $0 | 50 STANFORD HEIGHTS AVENUE | SAN FRANCISCO | CA | 94127 | |||||
| LEOPOLDO M CLEMENTE | |||||||||||||
| BOARDMEMBER | 000.00 | $0 | $0 | $0 | 500 E 77TH ST 503 | NEW YORK | NY | 10021 | |||||
| CRISOSTOMO B GARCIA PH D | |||||||||||||
| BOARDMEMBER | 000.00 | $0 | $0 | $0 | PO BOX 9248 | RANCHO SANTA FE | CA | 92067 | |||||
| VICENTE R LIMCAOCO MD | |||||||||||||
| BOARDMEMBER | 000.00 | $0 | $0 | $0 | 439 LOUCROFT ROAD | HADDONFIELD | NJ | 08033 | |||||
| SONIA T DELEN | |||||||||||||
| BOARDMEMBER | 000.00 | $0 | $0 | $0 | 2740 38TH AVENUE | SAN FRANCISCO | CA | 94116 | |||||
| VIC VILLAGRACIA | |||||||||||||
| BOARDMEMBER | 000.00 | $0 | $0 | $0 | 53 BACA VISTA | NOVATO | CA | 94947 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,608,589 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $282,285 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,890,874 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,890,874 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,363 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,862,511 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $93,126 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $93,126 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,851 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,851 | TotalTaxAmt |
| Distributable Before Adj | $87,275 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $87,275 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $87,275 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $111,526 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $111,526 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $111,526 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $87,275 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $71,061 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $88,531 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $159,592 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $111,526 | QualifyingDistributionsAmt |
| Applied To Current Year | $87,275 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $24,251 | RemainingDistriFromCorpusAmt |
| Total Corpus | $183,843 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $183,843 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $71,061 | ExcessFromYear4Amt |
| Excess From Year2 | $88,531 | ExcessFromYear2Amt |
| Excess From Current Year | $24,251 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|
| UP FOUNDATION INC | ||||||||
| FONACIER HALL MAGSAYSAY | QUEZON CITY | METRO MANILA | RP | N/A | PUBLIC CHARI | EDUCATIONAL SCHOLARSHIPS AND GRANTS | $69,526 | |
| UP BUSINESS RESEARCH FOUNDATION | ||||||||
| FONACIER HALL MAGSAYSAY | QUEZON CITY | METRO MANILA | RP | N/A | PUBLIC CHARI | EDUCATIONAL GRANT | $2,090 | |
| UPERDFI | ||||||||
| ROOM 218 JUINIO HALL | QUEZON CITY | RP | N/A | PUBLIC CHARI | EDUCATION GRANT | $37,160 | 1101 | |
| KAAGAPAY UPS TRUST | ||||||||
| MAGSAYSAY AVE | QUEZON CITY | RP | N/A | EDUCATIONAL FUND | $2,750 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $111,526 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,995 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30,696 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $389,989 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FOREIGN TRANSLATION ADJ | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,747 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $429,427 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $429,427 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (8 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| POLLY CORTEZ | ||||||
| 1 | 842 NAVARONNE WAY | CONCORD | CA | 94518 | $3,001 | Yes (X) |
| SID DELA CRUZ | ||||||
| 7 | 12290 LOST TREASURE AVE | LAS VEGAS | NV | 89138 | $6,500 | Yes (X) |
| LUIS PASCUAL | ||||||
| 2 | 8141 COMOLETTE STREET | DOWNEY | CA | 90242 | $7,500 | Yes (X) |
| VICTOR VILLAGRACIA | ||||||
| 8 | 53 BACA VISTA | NOVATO | CA | 94947 | $15,924 | Yes (X) |
| RENATO REINOSO BELLO | ||||||
| 3 | 1040 BUBB RD | CUPERTINO | CA | 95014 | $7,550 | Yes (X) |
| APOLONIO LORNA YSON | ||||||
| 4 | 12402 ECKLESON ST | CERRITOS | CA | 90703 | $5,090 | Yes (X) |
| DANIEL REYES | ||||||
| 5 | 3350 ALLEGHENY CT | THOUSAND OAKS | CA | 91362 | $30,300 | Yes (X) |
| DELIA AGUILAR EPIFANIO SAN JUAN J | ||||||
| 6 | 3900A WATSON PL NW 4 D-E | WASHINGTON | DC | 20016 | $5,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,750 | Amt |
| Net Investment Income | $1,750 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | BRISTOL MYERS SQUIBB STOCK | StockNm |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FUNDS HELD AT UP FOUNDATION, INC. | AT COST | $274,530 | $274,530 |
| VANGUARD INVESTMENTS | AT COST | $1,193,943 | $1,730,537 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| OFFICE SUPPLIES | $44 |
| BANK FEES | $315 |
| ADVERTISING | $50 |
| TELEPHONE | $72 |
| SUPPLIES | $189 |
| IT EXPENSES | $542 |
| INSURANCE | $1,114 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FOREIGN TRANSLATION ADJ | Desc |
| Revenue And Expenses Per Books | $6,747 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $6,747 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX EXPENSE | CategoryTxt |
| Amt | $707 | Amt |
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