ASIA CONNECTION INC: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
ASIA CONNECTION INC (EIN 59-3619790)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-15
IRS object ID
201843199349100204
Schema version
2017v2.3
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)
Return2018-11-15T03:20:41-08:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

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 Begin2017-01-01TaxPeriodBeginDt

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 Line11226 SCOTT STREETAddressLine1Txt
CityEL CERRITOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94530ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTED ROSEPersonNm
Person TitleTREASURERPersonTitleTxt
Phone4153099738PhoneNum
Signature2018-11-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL J JAAP CPAPreparerPersonNm
PTINP00121817PTIN
Phone8132542443PhoneNum
Preparation2018-11-14PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address72.77.174.192IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-11-15IPDt
IP Tm05:20:41IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id49DAAA08BA123C16F4B74719F24857EE5E23A611AtSubmissionCreationDeviceId
At Submission Filing Device Id04E097F1E5459E6467BA1D1F351D939B9ED5AA86AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$692,521FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$203,143ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$31InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$31InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$31InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$9,950DividendsRevAndExpnssAmt
Dividends Net Invst Incm$9,950DividendsNetInvstIncmAmt
Dividends Adj Net Incm$9,950DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$74,797NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$496,617GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$287,921TotalRevAndExpnssAmt
Total Net Invst Incm$9,982TotalNetInvstIncmAmt
Total Adj Net Incm$9,981TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$4,155AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$230TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$10,411OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$10,067OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$14,796TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$10,067TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$160,156ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$134,726ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$174,952TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$10,067TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$134,726TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$112,969ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$9,981AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$101,468CashBOYAmt
Cash EOY$136,218CashEOYAmt
Cash EOYFMV$136,218CashEOYFMVAmt
Corporate Stock BOY$483,501CorporateStockBOYAmt
Corporate Stock EOY$556,303CorporateStockEOYAmt
Corporate Stock EOYFMV$556,303CorporateStockEOYFMVAmt
Total Assets BOY$584,969TotalAssetsBOYAmt
Total Assets EOY$692,521TotalAssetsEOYAmt
Total Assets EOYFMV$692,521TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$584,969RetainedEarningBOYAmt
Retained Earning EOY$692,521RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$584,969TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$692,521TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$584,969TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$692,521TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$584,969TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$112,969ExcessRevenueOverExpensesAmt
Subtotal$697,938SubtotalAmt
Other Decreases$5,417OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$692,521TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$1CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$195,139AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$151,681NetVlNoncharitableAssetsYr1Amt
Distribution Yr11.286509DistributionYr1Rt
Adjusted Qlfy Distri Yr2$157,678AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$265,062NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.594872DistributionYr2Rt
Adjusted Qlfy Distri Yr3$126,705AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$88,509NetVlNoncharitableAssetsYr3Amt
Distribution Yr31.431549DistributionYr3Rt
Adjusted Qlfy Distri Yr4$135,250AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$74,829NetVlNoncharitableAssetsYr4Amt
Distribution Yr41.807454DistributionYr4Rt
Adjusted Qlfy Distri Yr5$352,563AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$36,755NetVlNoncharitableAssetsYr5Amt
Distribution Yr59.592246DistributionYr5Rt
Total Distribution14.712630TotalDistributionRt
Average Distribution2.942526AverageDistributionRt
Net Vl Noncharitable Assets$127,923NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$376,417AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$376,417AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$134,726QualifyingDistributionsAmt

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 Line11226 SCOTT STREETAddressLine1Txt
CityEL CERRITOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94530ZIPCd
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

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 CIRCLEFLORISSANTMO63034CHAIRMAN9.00$0$0$0
TED ROSE
1226 SCOTT STEL CERRITOCA94530TREASURER2.00$0$0$0
LILY ACKERMAN
608 WALLER STREETSAN FRANCISCOCA94117SECRETARY0.50$0$0$0
MARY HELD
818 NEARTOP DRIVENASHVILLETN37205VICE CHAIR0.50$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 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.Description1Txt
Expenses1$83,433Expenses1Amt
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$39,900Expenses2Amt
Description3THE 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.Description3Txt
Expenses3$17,600Expenses3Amt
Description4SR. LE MAI WAS THE SCHOOL ADMINISTRATOR FOR A SCHOOL FOR DISADVANTAGED STUDENTS. THE SCHOOL HAD TO VACATE THE BUILDINGS THEY WERE USING BECAUSE THE PARISH THAT OWNED THE BUILDINGS WANTED THEM BACK FOR PARISH USE. A NEW BUILDING WAS FOUND FOR THE SCHOOL BUT WAS IN NEED OF REPAIRS AND CLASSROOM DESKS. THE GRANT TO SR. LE MAI WAS TO MAKE THE REPAIRS TO THE BUILDING, PURCHASE DESKS FOR THE CLASSROOMS AND SCHOOL SUPPLIES.Description4Txt
Expenses4$10,885Expenses4Amt

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$129,871AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$129,871TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$129,871AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,948CashDeemedCharitableAmt
Net Vl Noncharitable Assets$127,923NetVlNoncharitableAssetsAmt
Minimum Investment Return$6,396MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$6,396MinimumInvestmentReturnAmt
Distributable Before Adj$6,396DistributableBeforeAdjAmt
Distributable Before Ded$6,396DistributableBeforeDedAmt
Distributable As Adjusted$6,396DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$134,726ExpensesAndContributionsAmt
Qualifying Distributions$134,726QualifyingDistributionsAmt
Adjusted Qualifying Distri$134,726AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$6,396DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$351,037ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$131,616ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$122,459ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$144,617ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$187,735ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$937,464TotalExcessDistributionCyovAmt
Qualifying Distributions$134,726QualifyingDistributionsAmt
Applied To Current Year$6,396AppliedToCurrentYearAmt
Remaining Distri From Corpus$128,330RemainingDistriFromCorpusAmt
Total Corpus$1,065,794TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$351,037ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$714,757ExcessDistriCyovToNextYrAmt
Excess From Year4$131,616ExcessFromYear4Amt
Excess From Year3$122,459ExcessFromYear3Amt
Excess From Year2$144,617ExcessFromYear2Amt
Excess From Year1$187,735ExcessFromYear1Amt
Excess From Current Year$128,330ExcessFromCurrentYearAmt

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$39,900
SISTERS OF ST VINCENT DE PAUL
12 NGUYEN TRAIKONTUMKONTUM PROVINCEVMUNRELATEDHUMANITARIANHEALTHCARE, EDUCATION, SOCIAL WELFAR$28,485
NGUYEN NGA CENTER
884 TRAN HUNG DAOQUY NHONQUY NHONVMUNRELATEDHUMANITARIANHEALTHCARE, EDUCATION, SOCIAL WELFAR$58,003
ASSOC OF SENIORS DISABLED ORPHAN
17 NGO QUYENQUY NHONQUY NHONVMUNRELATEDHUMANITARIANHEALTHCARE, EDUCATION, SOCIAL WELFAR$8,338
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$134,726TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$24ExclusionAmt
Related Or Exempt Function Incm$7RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$9,950ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1ExclusionAmt
Related Or Exempt Function Incm$74,796RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$9,975ExclusionAmt
Related Or Exempt Function Incm$74,803RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$84,778TotalIncomeProducingActyAmt

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 (7 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtAddress Line2ContributorUSAddress/AddressLine2TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndAddress Line1ContributorForeignAddress/AddressLine1TxtCityContributorForeignAddress/CityNmCountryContributorForeignAddress/CountryCdForeign PostalContributorForeignAddress/ForeignPostalCdNoncash ContributionNoncashContributionInd
GEORGE CHRISTIAN
1780 BOYLSTON STREETAPT 6-BBOSTONMA02199$50,000Yes (X)
BOB MCCAHILL
7$5,000Yes (X)PO BOX 2399DHAKABG1000
HILARY SMITH
224 CRABAPPLE DRIVESHELBURNEVT05482$29,247Yes (X)Yes (X)
E K ROSE FBO ASIA CONNECTION TRUST
318400 OVERLOOK ROADUNIT 43LOS GATOSCA950305849$74,984Yes (X)
GENE MICHAEL MORRIS
41010 IDAHO STREETDEER LODGEMT59722$9,600Yes (X)
JASON MORGENSON
5710 BELLEVIEW AVENUELA JUNTACO81050$7,580Yes (X)
JOHN HAVICAN
614808 AFSHARI CIRCLEFLORISSANTMO63034$5,000Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor2ContributorNum
Noncash PropertyFISERV INCORPORATED: 198 SHARESNoncashPropertyDesc
Fair Market Value$25,247FairMarketValueAmt
Received2017-10-18ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$4,155Amt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescHow AcquiredHowAcquiredTxtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
SEE ATTACHED- RAYMOND JAMES 058PURCHASE$154,589$152,696$1,893
SEE ATTACHED- RAYMOND JAMES 058PURCHASE$342,027$269,124$72,903

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
RAYMOND JAMES SECURITIES$518,869$518,869
BANK OF AMERICA CD'S$37,434$37,434

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSS ON EQUITIESDesc
Amt$5,417Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
BANK CHARGES$225
PORTFOLIO MANAGEMENT FEES$10,067$10,067
POSTAGE$4
WEBSITE$115

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
LICENSE & PERMITS$50
FEDERAL TAXES$180

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