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FRIENDS OF THE UNIVERSITY OF THE PHILIPPINES FOUNDATION IN AMERICA: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
FRIENDS OF THE UNIVERSITY OF THE PHILIPPINES FOUNDATION IN AMERICA (EIN 94-2838248)
Tax period
2015-07-01 to 2016-06-30
Filed
2016-11-14
IRS object ID
201613199349100431
Schema version
2015v2.1
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)
Return2016-11-14T08:48:11-06:00ReturnTs
Tax Period End2016-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN481142819PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BRIDGEBUILDER TAX LEGAL SERVICES PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line19325 PFLUMM RDAddressLine1Txt
CityLENEXACityNm
State AbbreviationKSStateAbbreviationCd
ZIP662153347ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN942838248EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FRIENDS OF THE UNIVERSITY OF THEBusinessNameLine1Txt
Business Name Line2PHILIPPINES FOUNDATION IN AMERICABusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlFRIEBusinessNameControlTxt
Phone9258767695PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1842 NAVARONNE WAYAddressLine1Txt
CityCONCORDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94518ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPOLLY S CORTEZPersonNm
Person TitleVICE-CHAIRPersonTitleTxt
Phone9258677695PhoneNum
Signature2016-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKEVAN D ACORDPreparerPersonNm
PTINP01074658PTIN
Phone9134926008PhoneNum
Preparation2016-11-11PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,260,194FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$50,361ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$7,708InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$7,708InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$23,029DividendsRevAndExpnssAmt
Dividends Net Invst Incm$23,029DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$31,871NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$51,268GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$31,871CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss-$10,374OtherIncomeRevAndExpnssAmt
Other Income Adj Net Incm-$10,374OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$102,595TotalRevAndExpnssAmt
Total Net Invst Incm$62,608TotalNetInvstIncmAmt
Total Adj Net Incm-$10,374TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$2,049AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,537AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$514TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$189OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$2,752TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,537TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$46,154ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$46,154ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$48,906TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,537TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$46,154TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$53,689ExcessRevenueOverExpensesAmt
Net Investment Income$61,071NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$1CashEOYAmt
Sav And Temp Cash Invst BOY$13,023SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$15,338SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$15,338SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$3,003CorporateStockBOYAmt
Corporate Stock EOY$3,298CorporateStockEOYAmt
Corporate Stock EOYFMV$12,816CorporateStockEOYFMVAmt
Other Investments BOY$884,080OtherInvestmentsBOYAmt
Other Investments EOY$934,945OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,232,040OtherInvestmentsEOYFMVAmt
Total Assets BOY$900,106TotalAssetsBOYAmt
Total Assets EOY$953,582TotalAssetsEOYAmt
Total Assets EOYFMV$1,260,194TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$547,250CapitalStockBOYAmt
Capital Stock EOY$547,250CapitalStockEOYAmt
Retained Earning BOY$352,856RetainedEarningBOYAmt
Retained Earning EOY$406,332RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$900,106TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$953,582TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$900,106TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$953,582TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$900,106TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$53,689ExcessRevenueOverExpensesAmt
Subtotal$953,795SubtotalAmt
Other Decreases$213OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$953,582TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
EXTENDED MKT INDEX ADMP2015-12-30$1,839$847$992$992
500 INDEX FUND ADMP2015-12-30$11,636$4,212$7,424$7,424
EXTENDED MKT INDEX ADMP2016-03-18$4,990$2,473$2,517$2,517
500 INDEX FUND ADMP2016-03-29$31,430$11,865$19,565$19,565
FieldValueIRS element (for citing)
Capital Gain Net Income$31,871CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$88,557AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,274,886NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.069463DistributionYr1Rt
Adjusted Qlfy Distri Yr2$71,365AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,229,993NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.058021DistributionYr2Rt
Adjusted Qlfy Distri Yr3$205,044AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,121,359NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.182853DistributionYr3Rt
Adjusted Qlfy Distri Yr4$50,110AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,016,891NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.049278DistributionYr4Rt
Adjusted Qlfy Distri Yr5$179,278AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,005,204NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.178350DistributionYr5Rt
Total Distribution0.537965TotalDistributionRt
Average Distribution0.107593AverageDistributionRt
Net Vl Noncharitable Assets$1,236,168NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$133,003AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$611NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$133,614AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$46,154QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,221InvestmentIncomeExciseTaxAmt
Subtotal$1,221SubtotalAmt
Tax Based On Investment Income$1,221TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$632EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$632TotalPaymentsAndCreditsAmt
Tax Due$589TaxDueAmt

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 SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
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 AddressN/AWebsiteAddressTxt
Individual With BooksJULIE HUDSONIndividualWithBooksNm
Phone9252850632PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1155 SCENIC COURTAddressLine1Txt
CityCONCORDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94518ZIPCd
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
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
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 (12 entries)

Address Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmtAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdAddress Line2USAddress/AddressLine2Txt
ALFREDO E PASCUAL
UNIV OF THE PHILIPPINES PRES OFFICEDILIMAN, QUEZON CITYRPPRESIDENT5.00$0$0$0
POLLY S CORTEZ
VICE-CHAIR5.00$0$0$0842 NAVARONNE WAYCONCORDCA94518
JULIE ZARATE HUDSON
CFO5.00$0$0$0155 SCENIC COURTCONCORDCA94518
LOURDES TANCINCO
CORPORATE SE5.00$0$0$0TANCINCO LAW OFFICESSAN FRANCISCOCA941021 HALLIDIE PLAZA STE 818
MAE C ECHANIS
BOARDMEMBER5.00$0$0$050 STANFORD HEIGHTS AVENUESAN FRANCISCOCA94127
LEOPOLDO M CLEMENTE
BOARDMEMBER5.00$0$0$0500 E 77TH ST 503NEW YORKNY10021
CRISOSTOMO B GARCIA PH D
BOARDMEMBER5.00$0$0$0PO BOX 9248RANCHO SANTA FECA92067
MARIETTA M ISON PH D
BOARDMEMBER5.00$0$0$023 SHAWNEE COURTSAN RAMONCA94583
VICENTE R LIMCAOCO MD
BOARDMEMBER5.00$0$0$0439 LOUCROFT ROADHADDONFIELDNJ08033
ALMA H ONRUBIA CPA
BOARDMEMBER5.00$0$0$01972 CALAFIA STGLENDALECA91208
SONIA T DELEN
BOARDMEMBER5.00$0$0$02740 38TH AVENUESAN FRANCISCOCA94116
GEMMA NEMENZO
BOARDMEMBER5.00$0$0$01101 KRAMER CTSAN LEANDROCA94579
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

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$982,458AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$272,535AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,254,993TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,254,993AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$18,825CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,236,168NetVlNoncharitableAssetsAmt
Minimum Investment Return$61,808MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$61,808MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,221TaxBasedOnInvestmentIncomeAmt
Total Tax$1,221TotalTaxAmt
Distributable Before Adj$60,587DistributableBeforeAdjAmt
Distributable Before Ded$60,587DistributableBeforeDedAmt
Distributable As Adjusted$60,587DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$46,154ExpensesAndContributionsAmt
Qualifying Distributions$46,154QualifyingDistributionsAmt
Adjusted Qualifying Distri$46,154AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$60,587DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$129,578ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$149,688ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$10,668ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$25,444ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$315,378TotalExcessDistributionCyovAmt
Qualifying Distributions$46,154QualifyingDistributionsAmt
Applied To Current Year$46,154AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$14,433ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$14,433ExcessDistributionCyovAppCYAmt
Total Corpus$300,945TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$115,145ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$185,800ExcessDistriCyovToNextYrAmt
Excess From Year3$149,688ExcessFromYear3Amt
Excess From Year2$10,668ExcessFromYear2Amt
Excess From Year1$25,444ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientForeignAddress/AddressLine2Txt
UP FOUNDATION INC
FONACIER HALL MAGSAYSAYQUEZON CITYRPN/APUBLIC CHARIEDUCATIONAL SCHOLARSHIPS AND GRANTS$45,080
DR JORGE M CONCEPCION
COLLEGE OF MEDICINE UOFPMANILLARPINDIVIDUALPROFESSIONALEDUCATIONAL SCHOLARSHIPS AND GRANTS$1,074547 PEDRO GIL STREET
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$46,154TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,708ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$23,029ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$31,871ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescFOREIGN TRANSLATION ADJDesc
Exclusion14ExclusionCd
Exclusion-$10,374ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$52,234ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$52,234TotalIncomeProducingActyAmt

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 (4 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
VIRGILIO R TANDOC
112708 E NOTTINGHAM STCERRITOSCA907037226$5,000Yes (X)
ROMEO FLORES
212990 W 21ST AVEGOLDENCO804012210$6,100Yes (X)
MACARTHUR JOSEFINA DELOS REYES
3PO BOX 55766BOSTONMA02205$5,500Yes (X)
VERONICA INOCENCIO DAVID
477 WATT AVESAN FRANCISCOCA94112$10,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,049Amt
Net Investment Income$1,537NetInvestmentIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockBRISTOL MYERS SQUIBB STOCKStockNm
EOY Book Value$3,298EOYBookValueAmt
EOYFMV$12,816EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
FUNDS HELD AT UP FOUNDATION, INC.AT COST$258,203$262,399
VANGUARD INVESTMENTSAT COST$676,742$969,641

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBANK FEESDesc
Amt$213Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
OFFICE SUPPLIES$189

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescFOREIGN TRANSLATION ADJDesc
Revenue And Expenses Per Books-$10,374RevenueAndExpensesPerBooksAmt
Adjusted Net Income-$10,374AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAX EXPENSECategoryTxt
Amt$514Amt

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