BETA

ASIA CONNECTION INC: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
ASIA CONNECTION INC (EIN 59-3619790)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-11-15
IRS object ID
201613209349100541
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)
Return2016-11-15T15:11:52-06:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

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 Begin2015-01-01TaxPeriodBeginDt

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 STAddressLine1Txt
CityEL CERRITOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94530ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTED ROSEPersonNm
Person TitleTREASURERPersonTitleTxt
Phone4153099738PhoneNum
Signature2016-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL J JAAP CPAPreparerPersonNm
PTINP00121817PTIN
Phone8132542443PhoneNum
Preparation2016-11-15PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$556,836FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$158,845ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$9InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$9InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$9InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$9,456DividendsRevAndExpnssAmt
Dividends Net Invst Incm$9,456DividendsNetInvstIncmAmt
Dividends Adj Net Incm$9,456DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$4,433NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,433GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$4,433CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$172,743TotalRevAndExpnssAmt
Total Net Invst Incm$13,898TotalNetInvstIncmAmt
Total Adj Net Incm$9,465TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,735AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$221TaxesRevAndExpnssAmt
Taxes Net Invst Incm$42TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$5,296OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$4,238OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$7,252TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,280TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$157,678ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$157,678ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$164,930TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,280TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$157,678TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$7,813ExcessRevenueOverExpensesAmt
Net Investment Income$9,618NetInvestmentIncomeAmt
Adjusted Net Income$9,465AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$116,944CashBOYAmt
Cash EOY$115,136CashEOYAmt
Cash EOYFMV$115,135CashEOYFMVAmt
Corporate Stock BOY$428,624CorporateStockBOYAmt
Corporate Stock EOY$441,700CorporateStockEOYAmt
Corporate Stock EOYFMV$441,701CorporateStockEOYFMVAmt
Total Assets BOY$545,568TotalAssetsBOYAmt
Total Assets EOY$556,836TotalAssetsEOYAmt
Total Assets EOYFMV$556,836TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$545,568RetainedEarningBOYAmt
Retained Earning EOY$556,836RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$545,568TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$556,836TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$545,568TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$556,836TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$545,568TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$7,813ExcessRevenueOverExpensesAmt
Other Increases$3,455OtherIncreasesAmt
Subtotal$556,836SubtotalAmt
Tot Net Ast Or Fund Balances EOY$556,836TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$4,433CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$126,705AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$88,509NetVlNoncharitableAssetsYr1Amt
Distribution Yr11.431549DistributionYr1Rt
Adjusted Qlfy Distri Yr2$135,250AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$74,829NetVlNoncharitableAssetsYr2Amt
Distribution Yr21.807454DistributionYr2Rt
Adjusted Qlfy Distri Yr3$352,563AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$36,755NetVlNoncharitableAssetsYr3Amt
Distribution Yr39.592246DistributionYr3Rt
Adjusted Qlfy Distri Yr4$129,445AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$36,649NetVlNoncharitableAssetsYr4Amt
Distribution Yr43.532020DistributionYr4Rt
Adjusted Qlfy Distri Yr5$108,078AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$57,205NetVlNoncharitableAssetsYr5Amt
Distribution Yr51.889310DistributionYr5Rt
Total Distribution18.252579TotalDistributionRt
Average Distribution3.650516AverageDistributionRt
Net Vl Noncharitable Assets$265,062NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$967,613AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$96NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$967,709AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$157,678QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$192InvestmentIncomeExciseTaxAmt
Subtotal$192SubtotalAmt
Tax Based On Investment Income$192TaxBasedOnInvestmentIncomeAmt
Tax Due$192TaxDueAmt

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 STAddressLine1Txt
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 (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOHN HAVICAN
14808 AFSHARI CIRCLEFLORISSANTMO63034CHAIRMAN6.00$0$0$0
KERRY HEUBECK
PO BOX 1725EL PRADONM87529DIRECTOR0.00$0$0$0
HILARY SMITH
24 CRABAPPLE DRIVESHELBURNEVT05482DIRECTOR0.00$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
556 SUMMIT OAKS COURTNASHVILLETN37221VICE 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 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$32,818Expenses1Amt
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. 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 HANDICAPS. THE CENTER HELPS THOSE PEOPLE WITH DISABILITIES BY TEACHING THEM CERTAIN TECHNICAL AND LIFE SKILLS, WITH THE ULTIMATE GOAL OF CREATING AN ENVIRONMENT THAT MAXIMIZES THE PERSONS INDEPENDENCE.Description2Txt
Expenses2$13,500Expenses2Amt
Description3INDRADEVI 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$11,000Expenses3Amt
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$5,149Expenses4Amt

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$269,098AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$269,098TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$269,098AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,036CashDeemedCharitableAmt
Net Vl Noncharitable Assets$265,062NetVlNoncharitableAssetsAmt
Minimum Investment Return$13,253MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$13,253MinimumInvestmentReturnAmt
Tax Based On Investment Income$192TaxBasedOnInvestmentIncomeAmt
Total Tax$192TotalTaxAmt
Distributable Before Adj$13,061DistributableBeforeAdjAmt
Distributable Before Ded$13,061DistributableBeforeDedAmt
Distributable As Adjusted$13,061DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$157,678ExpensesAndContributionsAmt
Qualifying Distributions$157,678QualifyingDistributionsAmt
Adjusted Qualifying Distri$157,678AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$13,061DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$105,224ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$127,613ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$351,037ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$131,616ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$122,459ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$837,949TotalExcessDistributionCyovAmt
Qualifying Distributions$157,678QualifyingDistributionsAmt
Applied To Current Year$13,061AppliedToCurrentYearAmt
Remaining Distri From Corpus$144,617RemainingDistriFromCorpusAmt
Total Corpus$982,566TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$105,224ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$877,342ExcessDistriCyovToNextYrAmt
Excess From Year4$127,613ExcessFromYear4Amt
Excess From Year3$351,037ExcessFromYear3Amt
Excess From Year2$131,616ExcessFromYear2Amt
Excess From Year1$122,459ExcessFromYear1Amt
Excess From Current Year$144,617ExcessFromCurrentYearAmt

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 (6 entries)

Address Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdProvince Or StateRecipientForeignAddress/ProvinceOrStateNmAddress Line2RecipientForeignAddress/AddressLine2Txt
INDRADEVI ASSOCIATION
142D STREET 113PHNOM PENHCBUNRELATEDNON-GOVERNMEAIDS/HIV PREVENTION$11,000
KAILAKURI HEALTH CARE
PO BOX PIRGACHATANGAILBGUNRELATEDHEALTH CAREMEDICAL NEEDS AND OPERATIONAL COST$32,818
CAMBODIA CORP INC
UNRELATEDNON-POLITICAEDUCATION, ENVIRONMENTAL PROTECTION$3,000C/O T DANIELS915 GOEBEL AVENUESAVANNAHGA31404
VIETNAM MISSION
14 NGUYEN HUEKONTUMVMUNRELATEDHUMANITARIANHEALTHCARE, EDUCATION, SOCIAL WELFAR$105,500KONTUM PROVINCE
HOSPITAL SISTERS MISSION OUTREACH
NOT RELATEDNON-POLITICAHEALTHCARE$2114930 LAVERNA ROADSPRINGFIELDIL62707
SR LEI MAI
42 TU XUONGHO CHI MINHVMUNRELATEDNON-POLITICAHEALTHCARE$5,149VIETNAMWARD 7 DISTRICT 3
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$157,678TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$9ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$9,456ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,433ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$13,898ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$13,898TotalIncomeProducingActyAmt

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 (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtAddress Line2ContributorUSAddress/AddressLine2TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
GEORGE CHRISTIAN
1780 BOYLSTON STREETAPT 6-BBOSTONMA02199$20,000Yes (X)
HILARY SMITH
224 CRABAPPLE DRIVESHELBURNEVT05482$30,000Yes (X)
E K ROSE FBO ASIA CONNECTION TRUST
318400 OVERLOOK ROADUNIT 43LOS GATOSCA950305849$74,988Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,735Amt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
RAYMOND JAMES SECURITIES$404,291$404,291
BANK OF AMERICA CD'S$37,409$37,410

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
BANK CHARGES$215
PORTFOLIO MANAGEMENT FEES$4,238$4,238
POSTAGE$33
WEBSITE$95
OFFICE SUPPLIES$715

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON MUTUAL FUNDSDesc
Amt$3,455Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
LICENSE & PERMITS
FOREIGN TAX PAID$42$42
FEDERAL TAXES$179
STATE TAXES

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