ASIA CONNECTION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- ASIA CONNECTION INC (EIN 59-3619790)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-14
- IRS object ID
- 201743189349102384
- Schema version
- 2016v3.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-14T13:10:25-08:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 592483803 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANTANA BYRD & JAAP PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 S BOULEVARD | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 336062101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593619790 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASIA CONNECTION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ASIA | BusinessNameControlTxt |
| Phone | 4153099738 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1226 SCOTT STREET | AddressLine1Txt |
| City | EL CERRITO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94530 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TED ROSE | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4153099738 | PhoneNum |
| Signature | 2017-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL J JAAP CPA | PreparerPersonNm |
| PTIN | P00121817 | PTIN |
| Phone | 8132542443 | PhoneNum |
| Preparation | 2017-11-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | 49DAAA08BA123C16F4B74719F24857EE5E23A611 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 04E097F1E5459E6467BA1D1F351D939B9ED5AA86 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2018-03-14 21:41:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $584,969 | 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 | $186,812 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $88 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $88 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $88 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $10,795 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,795 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $10,795 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$4,878 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $194,897 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,682 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $192,817 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,565 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $10,883 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $460 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $562 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $632 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $8,239 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,589 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $9,893 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,589 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $195,139 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $195,139 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $205,032 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,589 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $195,139 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$12,215 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,976 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $10,883 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $115,136 | CashBOYAmt |
| Cash EOY | $101,468 | CashEOYAmt |
| Cash EOYFMV | $101,468 | CashEOYFMVAmt |
| Corporate Stock BOY | $441,700 | CorporateStockBOYAmt |
| Corporate Stock EOY | $483,501 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $483,501 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $556,836 | TotalAssetsBOYAmt |
| Total Assets EOY | $584,969 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $584,969 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $556,836 | RetainedEarningBOYAmt |
| Retained Earning EOY | $584,969 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $556,836 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $584,969 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $556,836 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $584,969 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $556,836 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$12,215 | ExcessRevenueOverExpensesAmt |
| Other Increases | $40,348 | OtherIncreasesAmt |
| Subtotal | $584,969 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $584,969 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,682 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $157,678 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $265,062 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.594872 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $126,705 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $88,509 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.431549 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $135,250 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $74,829 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.807454 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $352,563 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $36,755 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 9.592246 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $129,445 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $36,649 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 3.532020 | DistributionYr5Rt |
| Total Distribution | 16.958141 | TotalDistributionRt |
| Average Distribution | 3.391628 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $151,681 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $514,446 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $90 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $514,536 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $195,139 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $180 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $180 | SubtotalAmt |
| Tax Based On Investment Income | $180 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $180 | TaxDueAmt |
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 |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| 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 | ASIACONNECTIONINC.ORG | WebsiteAddressTxt |
| Individual With Books | TED ROSE | IndividualWithBooksNm |
| Phone | 4153099738 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1226 SCOTT STREET | AddressLine1Txt |
| City | EL CERRITO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94530 | 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 |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOHN HAVICAN | ||||||||
| 14808 AFSHARI CIRCLE | FLORISSANT | MO | 63034 | CHAIRMAN | 36.00 | $0 | $0 | $0 |
| TED ROSE | ||||||||
| 1226 SCOTT ST | EL CERRITO | CA | 94530 | TREASURER | 8.00 | $0 | $0 | $0 |
| LILY ACKERMAN | ||||||||
| 608 WALLER STREET | SAN FRANCISCO | CA | 94117 | SECRETARY | 2.00 | $0 | $0 | $0 |
| MARY HELD | ||||||||
| 818 NEARTOP DRIVE | NASHVILLE | TN | 37205 | VICE CHAIR | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE KAILAKURI HEALTH CARE PROGRAM IN BANGLADESH PROVIDES FREE OR LOW-COST HEALTH CARE AND PREVENTATIVE PUBLIC HEALTH EDUCATION FOR THE IMPOVERISHED RURAL POPULATION OF TANGAIL DISTRICT. PATIENTS PROVIDE ABOUT 4 PERCENT OF THE HOSPITAL'S ANNUAL OPERATING COST AND THE BALANCE COMES FROM INTERNATIONAL SUPPORTERS. WHEN POSSIBLE THE HOSPITAL HIRES ITS STAFF FROM AMONG THE LOCAL POPULATION AND PROVIDES IN-SERVICE TRAINING THUS STIMULATING THE ECONOMY AS WELL. 42,000 OUTPATIENT VISITS PER YEAR. | Description1Txt |
| Expenses1 | $32,818 | Expenses1Amt |
| Description2 | THE 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. - THE 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. - THE 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. | Description2Txt |
| Expenses2 | $50,501 | Expenses2Amt |
| Description3 | INDRADEVI ASSOCIATION IS A NON-GOVERNMENTAL ORGANIZATION FOUNDED BY GROUP OF WOMEN DOCTORS, PROFESSORS, TEACHERS AND SOCIAL WORKERS IN 1993. INDRADEVI ASSOCIATION'S VISION IS FOR ALL CAMBODIA PEOPLE TO LIVE BETTER WITH WELL-BEING, PROSPERITY, FREEDOM, EQUITY, JUSTICE AND PEACE. | Description3Txt |
| Expenses3 | $11,000 | Expenses3Amt |
| Description4 | SR. 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 | $5,149 | Expenses4Amt |
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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $153,991 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $153,991 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $153,991 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,310 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $151,681 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,584 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,584 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $180 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $180 | TotalTaxAmt |
| Distributable Before Adj | $7,404 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $7,404 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $7,404 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $195,139 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $195,139 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $195,139 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,404 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $127,613 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $351,037 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $131,616 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $122,459 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $144,617 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $877,342 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $195,139 | QualifyingDistributionsAmt |
| Applied To Current Year | $7,404 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $187,735 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,065,077 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $127,613 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $937,464 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $351,037 | ExcessFromYear4Amt |
| Excess From Year3 | $131,616 | ExcessFromYear3Amt |
| Excess From Year2 | $122,459 | ExcessFromYear2Amt |
| Excess From Year1 | $144,617 | ExcessFromYear1Amt |
| Excess From Current Year | $187,735 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GEORGE CHRISTIAN | ContributingManagerNm |
| Contributing Manager | HILARY SMITH | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm |
|---|---|---|---|---|---|---|---|
| INDRADEVI ASSOCIATION | |||||||
| 142D STREET 113 | PHNOM PENH | CB | UNRELATED | NON-GOVERNME | AIDS/HIV PREVENTION | $38,861 | |
| KAILAKURI HEALTH CARE | |||||||
| PO BOX PIRGACHA | TANGAIL | BG | UNRELATED | HEALTH CARE | MEDICAL NEEDS AND OPERATIONAL COST | $37,601 | |
| SISTERS OF THE MIRACULOUR MEDAL | |||||||
| 14 NGUYEN HUE | KONTUM | VM | UNRELATED | HUMANITARIAN | HEALTHCARE, EDUCATION, SOCIAL WELFAR | $38,386 | KONTUM PROVINCE |
| SISTERS OF ST VINCENT DE PAUL | |||||||
| 12 NGUYEN TRAI | KONTUM | VM | UNRELATED | HUMANITARIAN | HEALTHCARE, EDUCATION, SOCIAL WELFAR | $20,700 | KONTUM PROVINCE |
| NGUYEN NGA CENTER | |||||||
| 884 TRAN HUNG DAO | QUY NHON | VM | UNRELATED | HUMANITARIAN | HEALTHCARE, EDUCATION, SOCIAL WELFAR | $54,923 | QUY NHON |
| ASSOC OF SENIORS DISABLED ORPHAN | |||||||
| 17 NGO QUYEN | QUY NHON | VM | UNRELATED | HUMANITARIAN | HEALTHCARE, EDUCATION, SOCIAL WELFAR | $4,168 | QUY NHON |
| CHILDREN'S HOSPITAL 1 | |||||||
| 341 SU VAN HANH ST WARD | HO CHI MINH | VM | UNREALATED | HUMANITARIAN | HEALTHCARE | $500 | HO CHI MINH |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $195,139 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $88 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,795 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,682 | ExclusionAmt |
| Related Or Exempt Function Incm | -$7,560 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $13,565 | ExclusionAmt |
| Related Or Exempt Function Incm | -$7,560 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,005 | 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 (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | Address Line2ContributorUSAddress/AddressLine2Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|---|
| GEORGE CHRISTIAN | ||||||||
| 1 | 780 BOYLSTON STREET | APT 6-B | BOSTON | MA | 02199 | $30,000 | Yes (X) | |
| HILARY SMITH | ||||||||
| 2 | 24 CRABAPPLE DRIVE | SHELBURNE | VT | 05482 | $30,000 | Yes (X) | ||
| E K ROSE FBO ASIA CONNECTION TRUST | ||||||||
| 3 | 18400 OVERLOOK ROAD | UNIT 43 | LOS GATOS | CA | 950305849 | $74,984 | Yes (X) | |
| GENE MICHAEL MORRIS | ||||||||
| 4 | 1010 IDAHO STREET | DEER LODGE | MT | 59722 | $9,600 | Yes (X) | ||
| JASON MORGENSON | ||||||||
| 5 | 710 BELLEVIEW AVENUE | LA JUNTA | CO | 81050 | $12,851 | Yes (X) | ||
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | EXXON MOBIL STOCK; 346 SHARES | NoncashPropertyDesc |
| Fair Market Value | $30,000 | FairMarketValueAmt |
| Received | 2016-10-28 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $460 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| SEE ATTACHED - RAYMOND JAMES | 2016-02 | PURCHASE | 2016-05 | $152,922 | $162,117 | -$9,195 |
| SEE ATTACHED - RAYMOND JAMES | PURCHASE | $39,293 | $37,658 | $1,635 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| RAYMOND JAMES SECURITIES | $446,076 | $446,076 |
| BANK OF AMERICA CD'S | $37,425 | $37,425 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BANK CHARGES | $187 | |
| PORTFOLIO MANAGEMENT FEES | $4,589 | $4,589 |
| POSTAGE | $27 | |
| WEBSITE | $95 | |
| LODGING | $104 | |
| MEALS | $268 | |
| OTHER EXPENSES | $191 | |
| OFFICE SUPPLIES | $2,778 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON MUTUAL FUNDS | Desc |
| Amt | $40,348 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| LICENSE & PERMITS | $152 |
| FEDERAL TAXES | $410 |
Comments