FRIENDS OF THE UNIVERSITY OF THE PHILIPPINES FOUNDATION IN AMERICA: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- FRIENDS OF THE UNIVERSITY OF THE PHILIPPINES FOUNDATION IN AMERICA (EIN 94-2838248)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2015-11-16
- IRS object ID
- 201543209349103124
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-16T15:15:42-06:00 | ReturnTs |
| Tax Period End | 2015-06-30 | 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 | 2014-07-01 | 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 | 9258767695 | PhoneNum |
| Signature | 2015-11-15 | 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 | 2015-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,293,864 | 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 | $45,087 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $9,852 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,852 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $22,173 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,173 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,034 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,034 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,034 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$8,581 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | -$8,581 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $69,565 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $33,059 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | -$8,581 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,500 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,307 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $749 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $4,056 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,500 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $88,557 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $88,557 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $92,613 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,500 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $88,557 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$23,048 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $31,559 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $20,549 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,023 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,023 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,724 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,003 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,821 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $898,835 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $884,080 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,270,020 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $922,108 | TotalAssetsBOYAmt |
| Total Assets EOY | $900,106 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,293,864 | 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 | $374,858 | RetainedEarningBOYAmt |
| Retained Earning EOY | $352,856 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $922,108 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $900,106 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $922,108 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $900,106 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $922,108 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$23,048 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,046 | OtherIncreasesAmt |
| Subtotal | $900,106 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $900,106 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,034 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $71,365 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,229,993 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.058021 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $205,044 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,121,359 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.182853 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $50,110 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,016,891 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049278 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $179,278 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,005,204 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.178350 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $154,853 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $946,249 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.163649 | DistributionYr5Rt |
| Total Distribution | 0.632151 | TotalDistributionRt |
| Average Distribution | 0.126430 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,274,886 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $161,184 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $316 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $161,500 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $88,557 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $631 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $631 | SubtotalAmt |
| Tax Based On Investment Income | $631 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $804 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $804 | TotalPaymentsAndCreditsAmt |
| Overpayment | $173 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $173 | RefundAmt |
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 HUDSON | IndividualWithBooksNm |
| Phone | 9252850632 | 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 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALFREDO E PASCUAL | ||||||||||||
| UNIV OF THE PHILIPPINES PRES OFFICE | DILIMAN, QUEZON CITY | RP | PRESIDENT | 5.00 | $0 | $0 | $0 | |||||
| POLLY S CORTEZ | ||||||||||||
| VICE-CHAIR | 5.00 | $0 | $0 | $0 | 842 NAVARONNE WAY | CONCORD | CA | 94518 | ||||
| JULIE ZARATE HUDSON | ||||||||||||
| CFO | 5.00 | $0 | $0 | $0 | 155 SCENIC COURT | CONCORD | CA | 94518 | ||||
| LOURDES TANCINCO | ||||||||||||
| CORPORATE SE | 5.00 | $0 | $0 | $0 | TANCINCO LAW OFFICES | SAN FRANCISCO | CA | 94102 | 1 HALLIDIE PLAZA STE 818 | |||
| 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 | $1,008,116 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $286,185 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,294,301 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,294,301 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,415 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,274,886 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $63,744 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $63,744 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $631 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $631 | TotalTaxAmt |
| Distributable Before Adj | $63,113 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $63,113 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $63,113 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $88,557 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $88,557 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $88,557 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $63,113 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $108,151 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $129,578 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $149,688 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $10,668 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $398,085 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $88,557 | QualifyingDistributionsAmt |
| Applied To Current Year | $63,113 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $25,444 | RemainingDistriFromCorpusAmt |
| Total Corpus | $423,529 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $108,151 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $315,378 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $129,578 | ExcessFromYear4Amt |
| Excess From Year2 | $149,688 | ExcessFromYear2Amt |
| Excess From Year1 | $10,668 | ExcessFromYear1Amt |
| Excess From Current Year | $25,444 | 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 Line2RecipientForeignAddress/AddressLine2Txt | 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 | $78,057 | |||||
| UP BUSINESS RESEARCH FOUNDATION IN | |||||||||||
| UPCB GUERRERO ST | QUEZON CITY | RP | N/A | PUBLIC CHARI | EDUCATIONAL SCHOLARSHIPS AND GRANTS | $3,400 | UP CAMPUS DILIMAN | ||||
| UP MEDICAL ALUMNI SOCIETY OF AMERIC | |||||||||||
| N/A | PUBLIC CHARI | EDUCATIONAL SCHOLARSHIPS AND GRANTS | $7,100 | 717 SHERBROOK DR | SILVER SPRING | MD | 20904 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $88,557 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,852 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,173 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,034 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FOREIGN TRANSLATION ADJ | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$8,581 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $24,478 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $24,478 | 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 | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Address Line2ContributorUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| VIRGILIO R TANDOC | |||||||
| 1 | 12708 E NOTTINGHAM ST | CERRITOS | CA | 907037226 | $5,000 | Yes (X) | |
| ROMEO M FLORES | |||||||
| 2 | 12990 W 21ST AVE | GOLDEN | CO | 804012210 | $6,500 | Yes (X) | |
| WENDELL VALDECANTOS | |||||||
| 3 | 1202 W KELLY ST | ARLINGTON HTS | IL | 60004 | $6,250 | Yes (X) | |
| AK | |||||||
| 4 | 146 W DANA ST | MOUNTAIN VIEW | CA | 94041 | $6,000 | Yes (X) | APT B |
| APOLONIO P OR LORNA L YSON | |||||||
| 5 | 12402 ECKLESON ST | CERRITOS | CA | 90703 | $5,712 | Yes (X) | |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $1,500 | 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 | $3,003 | EOYBookValueAmt |
| EOYFMV | $10,821 | 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 | $261,943 | $263,938 |
| VANGUARD INVESTMENTS | AT COST | $622,137 | $1,006,082 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| OFFICE SUPPLIES | $749 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FOREIGN TRANSLATION ADJ | Desc |
| Revenue And Expenses Per Books | -$8,581 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | -$8,581 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $1,046 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX EXPENSE | CategoryTxt |
| Amt | $1,307 | Amt |
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