BETA

ASIA CONNECTION INC: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
ASIA CONNECTION INC (EIN 59-3619790)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-08-25
IRS object ID
201522379349100507
Schema version
2014v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-08-25T14:49:15-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

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 Begin2014-01-01TaxPeriodBeginDt

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 Line17 COLBY STREETAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP941341136ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTED ROSEPersonNm
Person TitleACI BOARD TREASURERPersonTitleTxt
Phone4153099738PhoneNum
Signature2015-08-25SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL J JAAP CPAPreparerPersonNm
PTINP00121817PTIN
Phone8132542443PhoneNum
Preparation2015-08-25PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$545,568FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$183,663ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$31InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$31InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$31InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$9,626DividendsRevAndExpnssAmt
Dividends Net Invst Incm$9,626DividendsNetInvstIncmAmt
Dividends Adj Net Incm$9,626DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$3,300NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,300GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,300CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$196,620TotalRevAndExpnssAmt
Total Net Invst Incm$12,957TotalNetInvstIncmAmt
Total Adj Net Incm$9,657TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,720AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$258TaxesRevAndExpnssAmt
Taxes Net Invst Incm$30TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$4,330OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$3,953OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$6,308TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,983TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$126,705ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$126,705ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$133,013TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,983TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$126,705TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$63,607ExcessRevenueOverExpensesAmt
Net Investment Income$8,974NetInvestmentIncomeAmt
Adjusted Net Income$9,657AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$120,650CashBOYAmt
Cash EOY$116,944CashEOYAmt
Cash EOYFMV$116,944CashEOYFMVAmt
Corporate Stock BOY$365,316CorporateStockBOYAmt
Corporate Stock EOY$428,624CorporateStockEOYAmt
Corporate Stock EOYFMV$428,624CorporateStockEOYFMVAmt
Total Assets BOY$485,966TotalAssetsBOYAmt
Total Assets EOY$545,568TotalAssetsEOYAmt
Total Assets EOYFMV$545,568TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$485,966RetainedEarningBOYAmt
Retained Earning EOY$545,568RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$485,966TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$545,568TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$485,966TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$545,568TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$485,966TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$63,607ExcessRevenueOverExpensesAmt
Subtotal$549,573SubtotalAmt
Other Decreases$4,005OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$545,568TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$3,300CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$135,250AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$74,829NetVlNoncharitableAssetsYr1Amt
Distribution Yr11.807454DistributionYr1Rt
Adjusted Qlfy Distri Yr2$352,563AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$36,755NetVlNoncharitableAssetsYr2Amt
Distribution Yr29.592246DistributionYr2Rt
Adjusted Qlfy Distri Yr3$129,445AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$36,649NetVlNoncharitableAssetsYr3Amt
Distribution Yr33.532020DistributionYr3Rt
Adjusted Qlfy Distri Yr4$108,078AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$57,205NetVlNoncharitableAssetsYr4Amt
Distribution Yr41.889310DistributionYr4Rt
Adjusted Qlfy Distri Yr5$159,358AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$56,920NetVlNoncharitableAssetsYr5Amt
Distribution Yr52.799684DistributionYr5Rt
Total Distribution19.620714TotalDistributionRt
Average Distribution3.924143AverageDistributionRt
Net Vl Noncharitable Assets$88,509NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$347,322AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$90NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$347,412AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$126,705QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$179InvestmentIncomeExciseTaxAmt
Subtotal$179SubtotalAmt
Tax Based On Investment Income$179TaxBasedOnInvestmentIncomeAmt
Applied To Es Tax$179AppliedToEsTaxAmt
Total Payments And Credits$179TotalPaymentsAndCreditsAmt

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 Line17 COLBY STREETAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP941341136ZIPCd
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 CIRCLEFLORISSANTMO63034CHAIRMAN8.31$0$0$0
KERRY HEUBECK
PO BOX 1725EL PRADONM87529DIRECTOR0.00$0$0$0
HILARY SMITH
24 CRABAPPLE DRIVESHELBURNEVT05482DIRECTOR0.00$0$0$0
TED ROSE
7 COLBY STREETSAN FRANCISCOCA941341136TREASURER1.85$0$0$0
LILY ACKERMAN
608 WALLER STREETSAN FRANCISCOCA94117SECRETARY0.47$0$0$0
MARY HELD
556 SUMMIT OAKS COURTNASHVILLETN37221VICE CHAIR0.47$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 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.Description1Txt
Expenses1$80,300Expenses1Amt
Description2THE 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.Description2Txt
Expenses2$25,375Expenses2Amt
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$15,000Expenses3Amt
Description4THE VIETNAM PROJECT IS A NON-PROFIT HUMANITARIAN ORGANIZATION ESTABLISHED TO IMPROVE THE QUALITY OF LIFE FOR POOR, DISADVANTAGED, AND DISABLED PEOPLE IN VIETNAM. PRINCIPAL FORMS OF ASSISTANCE ARE MICRO GRANTS FOR SMALL BUSINESS START UP, VOCATIONAL TRAINING, AND EDUCATION.Description4Txt
Expenses4$2,000Expenses4Amt

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$89,857AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$89,857TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$89,857AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,348CashDeemedCharitableAmt
Net Vl Noncharitable Assets$88,509NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,425MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,425MinimumInvestmentReturnAmt
Tax Based On Investment Income$179TaxBasedOnInvestmentIncomeAmt
Total Tax$179TotalTaxAmt
Distributable Before Adj$4,246DistributableBeforeAdjAmt
Distributable Before Ded$4,246DistributableBeforeDedAmt
Distributable As Adjusted$4,246DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$126,705ExpensesAndContributionsAmt
Qualifying Distributions$126,705QualifyingDistributionsAmt
Adjusted Qualifying Distri$126,705AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,246DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$159,358ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$105,224ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$127,613ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$351,037ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$131,616ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$874,848TotalExcessDistributionCyovAmt
Qualifying Distributions$126,705QualifyingDistributionsAmt
Applied To Current Year$4,246AppliedToCurrentYearAmt
Remaining Distri From Corpus$122,459RemainingDistriFromCorpusAmt
Total Corpus$997,307TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$159,358ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$837,949ExcessDistriCyovToNextYrAmt
Excess From Year4$105,224ExcessFromYear4Amt
Excess From Year3$127,613ExcessFromYear3Amt
Excess From Year2$351,037ExcessFromYear2Amt
Excess From Year1$131,616ExcessFromYear1Amt
Excess From Current Year$122,459ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerKERRY HEUBECKContributingManagerNm
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/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdAddress Line2RecipientUSAddress/AddressLine2TxtProvince Or StateRecipientForeignAddress/ProvinceOrStateNm
INDRADEVI ASSOCIATION
142D STREET 113PHNOM PENHCBUNRELATEDNON-GOVERNMEAIDS/HIV PREVENTION$15,000
KAILAKURI HEALTH CARE
PO BOX PIRGACHATANGAILBGUNRELATEDHEALTH CAREMEDICAL NEEDS AND OPERATIONAL COST$25,405
EAST BAY SANCTUARY COVENANT
UNRELATEDNON-POLITICAREFUGEE RIGHTS, EDUCATION$2,0002362 BANCROFT WAYBERKELEYCA94704
THE VIETNAM PROJECT
UNRELATEDHUMANITARIANSMALL BUSINESS START UP AND EDUCATIO$2,000PO BOX 32602SANTA FENM87594
CAMBODIA CORP INC
UNRELATEDNON-POLITICAEDUCATION, ENVIRONMENTAL PROTECTION$2,000C/O T DANIELSSAVANNAHGA31404915 GOEBEL AVENUE
VIETNAM MISSION
14 NGUYEN HUEKONTUMVMUNRELATEDHUMANITARIANHEALTHCARE, EDUCATION, SOCIAL WELFAR$80,300KONTUM PROVINCE
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$126,705TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$31ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$9,626ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,300ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$12,957ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$12,957TotalIncomeProducingActyAmt

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/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionIndAddress Line2ContributorUSAddress/AddressLine2Txt
HILARY SMITH
124 CRABAPPLE DRIVESHELBURNEVT05482$55,460Yes (X)Yes (X)
KERRY HEUBECK
2PO BOX 1725EL PRADONM87529$6,000Yes (X)
E K ROSE FBO ASIA CONNECTION TRUST
318400 OVERLOOK ROADLOS GATOSCA950305849$77,728Yes (X)UNIT 43

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyEXXON MOBIL STOCK; 503 SHARESNoncashPropertyDesc
Fair Market Value$50,460FairMarketValueAmt
Received2014-01-07ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,720Amt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
RAYMOND JAMES SECURITIES$391,214$391,214
BANK OF AMERICA CD'S$37,410$37,410

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSS ON MUTUAL FUNDSDesc
Amt$4,005Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
BANK CHARGES$280
PORTFOLIO MANAGEMENT FEES$3,953$3,953
POSTAGE$2
WEBSITE$95

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
LICENSE & PERMITS$111
FOREIGN TAX PAID$30$30
FEDERAL TAXES$107
STATE TAXES$10

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