FRIENDS OF THE UNIVERSITY OF THE PHILIPPINES FOUNDATION IN AMERICA: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- FRIENDS OF THE UNIVERSITY OF THE PHILIPPINES FOUNDATION IN AMERICA (EIN 94-2838248)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2017-11-15
- IRS object ID
- 201723199349101917
- 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
- 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 | 2017-11-15T09:29:13-08:00 | ReturnTs |
| Tax Period End | 2017-06-30 | 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 | 2016-07-01 | 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 | 2017-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEVAN D ACORD | PreparerPersonNm |
| PTIN | P01074658 | PTIN |
| Phone | 9134926008 | PhoneNum |
| Preparation | 2017-11-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | 87E6E23A3DA0DB3DAA29BB9D86E8B3430BB23E8A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A8DDAF325D932596D89DB366D76C43970728B69B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,365,210 | 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 | $148,715 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $6,789 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,789 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $24,827 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,827 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,579 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,579 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,579 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$20,524 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | -$20,524 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $161,386 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $33,195 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | -$20,524 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $3,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,250 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $955 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $714 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $4,669 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,250 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $137,582 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $137,582 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $142,251 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,250 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $137,582 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $19,135 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $30,945 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1 | CashBOYAmt |
| Cash EOY | $1 | CashEOYAmt |
| Sav And Temp Cash Invst BOY | $15,338 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $19,301 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $19,301 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,298 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,572 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,184 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $934,945 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $949,843 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,334,725 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $953,582 | TotalAssetsBOYAmt |
| Total Assets EOY | $972,717 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,365,210 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $547,250 | CapitalStockBOYAmt |
| Capital Stock EOY | $547,250 | CapitalStockEOYAmt |
| Retained Earning BOY | $406,332 | RetainedEarningBOYAmt |
| Retained Earning EOY | $425,467 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $953,582 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $972,717 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $953,582 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $972,717 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $953,582 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $19,135 | ExcessRevenueOverExpensesAmt |
| Subtotal | $972,717 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $972,717 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,579 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $46,154 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,236,168 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.037336 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $88,557 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,274,886 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.069463 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $71,365 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,229,993 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.058021 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $205,044 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,121,359 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.182853 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $50,110 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,016,891 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049278 | DistributionYr5Rt |
| Total Distribution | 0.396951 | TotalDistributionRt |
| Average Distribution | 0.079390 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,336,596 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $106,112 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $309 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $106,421 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $137,582 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $309 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $309 | SubtotalAmt |
| Tax Based On Investment Income | $309 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $306 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $306 | TotalPaymentsAndCreditsAmt |
| Tax Due | $3 | 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 | false | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 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 | 5.00 | $0 | $0 | $0 | |||||
| POLLY S CORTEZ | |||||||||||||
| VICE CHAIR | 5.00 | $0 | $0 | $0 | 842 NAVARONNE WAY | CONCORD | CA | 94518 | |||||
| LOURDES TANCINCO | |||||||||||||
| CORPORATE SE | 5.00 | $0 | $0 | $0 | TANCINCO LAW OFFICES | SAN FRANCISCO | CA | 94102 | 1 HALLIDIE PLAZA STE 818 | ||||
| JULIE ZARATE HUDSON | |||||||||||||
| CFO | 5.00 | $0 | $0 | $0 | 155 SCENIC COURT | CONCORD | CA | 94518 | |||||
| MAE C ECHANIS | |||||||||||||
| BOARDMEMBER | 5.00 | $0 | $0 | $0 | 50 STANFORD HEIGHTS AVENUE | SAN FRANCISCO | CA | 94127 | |||||
| LEOPOLDO M CLEMENTE | |||||||||||||
| BOARDMEMBER | 5.00 | $0 | $0 | $0 | 500 E 77TH ST 503 | NEW YORK | NY | 10021 | |||||
| CRISOSTOMO B GARCIA PH D | |||||||||||||
| BOARDMEMBER | 5.00 | $0 | $0 | $0 | PO BOX 9248 | RANCHO SANTA FE | CA | 92067 | |||||
| MARIETTA M ISON PH D | |||||||||||||
| BOARDMEMBER | 5.00 | $0 | $0 | $0 | 23 SHAWNEE COURT | SAN RAMON | CA | 94583 | |||||
| VICENTE R LIMCAOCO MD | |||||||||||||
| BOARDMEMBER | 5.00 | $0 | $0 | $0 | 439 LOUCROFT ROAD | HADDONFIELD | NJ | 08033 | |||||
| ALMA H ONRUBIA CPA | |||||||||||||
| BOARDMEMBER | 5.00 | $0 | $0 | $0 | 1972 CALAFIA ST | GLENDALE | CA | 91208 | |||||
| SONIA T DELEN | |||||||||||||
| BOARDMEMBER | 5.00 | $0 | $0 | $0 | 2740 38TH AVENUE | SAN FRANCISCO | CA | 94116 | |||||
| GEMMA NEMENZO | |||||||||||||
| BOARDMEMBER | 5.00 | $0 | $0 | $0 | 1101 KRAMER CT | SAN LEANDRO | CA | 94579 | |||||
| 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 | $1,098,811 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $258,139 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,356,950 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,356,950 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,354 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,336,596 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $66,830 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $66,830 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $309 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $309 | TotalTaxAmt |
| Distributable Before Adj | $66,521 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $66,521 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $66,521 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $137,582 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $137,582 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $309 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $137,273 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $66,521 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $149,688 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $10,668 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $25,444 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $185,800 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $137,582 | QualifyingDistributionsAmt |
| Applied To Current Year | $66,521 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $71,061 | RemainingDistriFromCorpusAmt |
| Total Corpus | $256,861 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $256,861 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $149,688 | ExcessFromYear4Amt |
| Excess From Year3 | $10,668 | ExcessFromYear3Amt |
| Excess From Year2 | $25,444 | ExcessFromYear2Amt |
| Excess From Current Year | $71,061 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|
| UP FOUNDATION INC | ||||||||||
| FONACIER HALL MAGSAYSAY | QUEZON CITY | RP | N/A | PUBLIC CHARI | EDUCATIONAL SCHOLARSHIPS AND GRANTS | $126,492 | ||||
| UP BUSINESS RESEARCH FOUNDATION | ||||||||||
| FONACIER HALL MAGSAYSAY | QUEZON CITY | RP | N/A | PUBLIC CHARI | EDUCATIONAL GRANT | $10,000 | ||||
| ISEE SYSTEMS INC | ||||||||||
| N/A | RESEARCH | EDUCATIONAL GRANT - SOFTWARE DEVELOP | $1,090 | 31 OLD ETNA RD STE 7N | LEBANAON | NH | 03766 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $137,582 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| SOY TESS MEDINA | ||||||||
| 182-25 WEXFORD TERR | MIDLAND MANOR | JAMAICA | NY | 11432 | N/A | PUBLIC CHARI | EDUCATIONAL SCHOLARSHIP & GRANT | $1,633 |
| APOLONIO YORNA YSON | ||||||||
| 12402 ECKELSON ST | CERRITOS | CA | 90703 | N/A | PUBLIC CHARI | EDUCATIONAL SCHOLARSHIP & GRANT | $5,050 | |
| ALMA ONRUBIA | ||||||||
| 1972 CALAFIA ST | GLENDALE | CA | 91208 | N/A | PUBLIC CHARI | EDUCATIONAL SCHOLARSHIP & GRANT | $5,000 | |
| UPCBA '67 | ||||||||
| C/0 MAE ECHANIS | 50 STANFORD HEIGHTS AVE | SAN FRANCISCO | CA | 94127 | N/A | PUBLIC CHARI | EDUCATIONAL SCHOLARSHIP & GRANT | $4,125 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $15,808 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,789 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,827 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,579 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FOREIGN TRANSLATION ADJ | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$20,524 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $12,671 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $12,671 | 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 (6 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ROMEO FLORES | ||||||
| 1 | 12990 W 21ST AVE | GOLDEN | CO | 804012210 | $5,500 | Yes (X) |
| MACARTHUR JOSEFINA DELOS REYES | ||||||
| 2 | PO BOX 55766 | BOSTON | MA | 02205 | $5,000 | Yes (X) |
| APOLONIO P OR LORNA L YSON | ||||||
| 3 | 12402 ECKLESON ST | CERRITOS | CA | 90703 | $5,050 | Yes (X) |
| JULIE HILL | ||||||
| 4 | 16117 VIA MADERA CIRCA | RANCHO SANTA FE | CA | 92091 | $85,000 | Yes (X) |
| POLLY CORTEZ | ||||||
| 5 | 842 NAVARONNE WAY | CONCORD | CA | 94518 | $10,000 | Yes (X) |
| LUIS PASCUAL | ||||||
| 6 | 8141 COMOLETTE STREET | DOWNEY | CA | 90242 | $8,890 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,000 | Amt |
| Net Investment Income | $2,250 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | BRISTOL MYERS SQUIBB STOCK | StockNm |
| EOY Book Value | $3,572 | EOYBookValueAmt |
| EOYFMV | $11,184 | EOYFMVAmt |
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 | $244,468 | $247,098 |
| VANGUARD INVESTMENTS | AT COST | $705,375 | $1,087,627 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| OFFICE SUPPLIES | $184 |
| BANK FEES | $110 |
| ADVERTISING | $150 |
| IT EXPENSES | $40 |
| MEETINGS | $230 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FOREIGN TRANSLATION ADJ | Desc |
| Revenue And Expenses Per Books | -$20,524 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | -$20,524 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX EXPENSE | CategoryTxt |
| Amt | $955 | Amt |
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