FRIENDS OF THE UNIVERSITY OF THE PHILIPPINES FOUNDATION IN AMERICA: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- FRIENDS OF THE UNIVERSITY OF THE PHILIPPINES FOUNDATION IN AMERICA (EIN 94-2838248)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-11-12
- IRS object ID
- 201243179349100609
- Schema version
- 2011v1.2
- 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) |
|---|---|---|
| Timestamp | 2012-11-12T10:51:08-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 481142819 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEVAN D ACORD PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15700 COLLEGE BOULEVARD SUITE 100 | AddressLine1 |
| City | LENEXA | City |
| State | KS | State |
| ZIP Code | 662191473 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942838248 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIENDS OF THE UNIVERSITY OF THE | BusinessNameLine1 |
| Business Name Line2 | PHILIPPINES FOUNDATION IN AMERICA | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FRIE | NameControl |
| Phone | 4155860939 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 STANFORD HEIGHTS AVENUE | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94127 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | EVELINA R GALANG | Name |
| Title | CHIEF FINANCIAL OFFICER | Title |
| Phone | 4156765097 | Phone |
| Date Signed | 2012-11-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KEVAN D ACORD | Name |
| PTIN | P01074658 | PTIN |
| Phone | 9134926008 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1077464 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 66336 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 11476 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 11476 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 16612 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 16612 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 6522 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 6522 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 6522 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 5770 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | 5770 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 106716 | TotalRevenueAndExpenses |
| Total Net Investment Income | 34610 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 5770 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2005 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1504 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 40 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 145 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 2190 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1504 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 50110 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 50110 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 52300 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1504 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 50110 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 54416 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 33106 | NetInvestmentIncome |
| Adjusted Net Income | 5770 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 15484 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 10704 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 10704 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 2037 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2212 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 4903 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 829329 | InvestmentsOtherBOY |
| Investments Other EOY | 888350 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1061857 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 978 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 978 | AccumDeprecLandBldgAndEquip |
| Total Assets BOY | 846850 | TotalAssetsBOY |
| Total Assets EOY | 901266 | TotalAssetsEOY |
| Total Assets EOYFMV | 1077464 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 547250 | CapitalStockBOY |
| Capital Stock EOY | 547250 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 299600 | RetainedEarningsBOY |
| Retained Earnings EOY | 354016 | RetainedEarningsEOY |
| Total Net Assets BOY | 846850 | TotalNetAssetsBOY |
| Total Net Assets EOY | 901266 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 846850 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 901266 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 846850 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 54416 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 901266 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 901266 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | CAPITAL GAINS DIVIDENDS | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Gross Sales Price | 6522 | GrossSalesPrice |
| Gain Or Loss | 6522 | GainOrLoss |
| Gains Minus Excess Or Losses | 6522 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 6522 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 179278 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1005204 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.178350 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 154853 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 946249 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.163649 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 250890 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 923707 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.271612 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 196017 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1051800 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.186363 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 27229 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 809531 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.033636 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.833610 | TotalDistributionRatio |
| Average Distribution Ratio | 0.166722 | AverageDistributionRatio |
| Net Noncharitable Assets | 1016891 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 169538 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 331 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 169869 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 50110 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 662 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 662 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 662 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 280 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 280 | TotalCreditsAndPayments |
| Tax Due | 382 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | CA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | MAE ECHANIS | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 4155860939 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 STANFORD HEIGHTS AVENUE | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94127 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (15 entries)
| Address Line1ForeignAddress/AddressLine1 | Address Line2ForeignAddress/AddressLine2 | CityForeignAddress/City | CountryForeignAddress/Country | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances | Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALFREDO E PASCUAL | ||||||||||||
| UNIVERSITY OF THE PHILIPPINES | PRESIDENTS OFFICE | DILIMAN QUEZON CITY | RP | CHAIR | 5.00 | 0 | 0 | 0 | ||||
| POLLY S CORTEZ | ||||||||||||
| VICE-CHAIR | 5.00 | 0 | 0 | 0 | 842 NAVARONNE WAY | CONCORD | CA | 94518 | ||||
| JULIE ZARATE HUDSON | ||||||||||||
| SECRETARY | 5.00 | 0 | 0 | 0 | 155 SCENIC COURT | CONCORD | CA | 94518 | ||||
| EVELINA R GALANG | ||||||||||||
| CHIEF FINANCIAL OFFICER | 5.00 | 0 | 0 | 0 | 2230 FRANCISCO ST 103 | SAN FRANCISCO | CA | 94123 | ||||
| MAE C ECHANIS | ||||||||||||
| ASSISTANT TREASURER | 5.00 | 0 | 0 | 0 | 50 STANFORD HEIGHTS AVENUE | SAN FRANCISCO | CA | 94127 | ||||
| ZENAIDA C CERVERO | ||||||||||||
| BOARDMEMBER | 5.00 | 0 | 0 | 0 | 482 FATHOM COURT | REDWOOD CITY | CA | 94065 | ||||
| LEOPOLDO M CLEMENTE | ||||||||||||
| BOARDMEMBER | 5.00 | 0 | 0 | 0 | 500 E 77TH ST 503 | NEW YORK | NY | 10021 | ||||
| JUAN G COLLAS JSD | ||||||||||||
| BOARDMEMBER | 5.00 | 0 | 0 | 0 | 393 BELL ST | GLASTONBURY | CT | 06033 | ||||
| GISELA CONCEPCION | ||||||||||||
| UNIVERSITY OF THE PHILIPPINES | OFFICE OF THE VICE PRES FOR ACADEMI | DILIMAN QUEZON CITY | RP | BOARDMEMBER | 5.00 | 0 | 0 | 0 | ||||
| CRISOSTOMO B GARCIA PH D | ||||||||||||
| BOARDMEMBER | 5.00 | 0 | 0 | 0 | PO BOX 9248 | RANCHO SANTA FE | CA | 92067 | ||||
| ZENDA GARCIA-LAT MD | ||||||||||||
| BOARDMEMBER | 5.00 | 0 | 0 | 0 | 17 ARCADIAN AVENUE STE 103 | PARAMUS | NJ | 07652 | ||||
| MARIETTA M ISON PH D | ||||||||||||
| BOARDMEMBER | 5.00 | 0 | 0 | 0 | 23 SHAWNEE COURT | SAN RAMON | CA | 94583 | ||||
| ARCHIE BM LAANO MD | ||||||||||||
| BOARDMEMBER | 5.00 | 0 | 0 | 0 | 517 MILANO ROAD | KISSIMMEE | FL | 34759 | ||||
| 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 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PROFESSORIAL CHAIR / FACULTY GRANTS | Description1 |
| Expenses1 | 0 | Expenses1 |
| Description2 | EDUCATIONAL SCHOLARSHIPS | Description2 |
| Expenses2 | 0 | Expenses2 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 782347 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 250030 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1032377 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1032377 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 15486 | CashDeemedCharitable |
| Net Noncharitable Assets | 1016891 | NetNoncharitableAssets |
| Minimum Investment Return | 50845 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 50845 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 662 | TaxBasedOnInvestmentIncome |
| Total Tax | 662 | TotalTax |
| Distributable Amount Before Adj | 50183 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 50183 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 50183 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 50110 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 50110 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 50110 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 50183 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year4 | 131264 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 205391 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 108151 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 129578 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 574384 | TotalExcessDistriCarryover |
| Qualifying Distributions | 50110 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 50110 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 73 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 73 | ExcessDistriCyovAppliedCY |
| Total Corpus | 574311 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 574311 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 131191 | ExcessFromYear4 |
| Excess From Year3 | 205391 | ExcessFromYear3 |
| Excess From Year2 | 108151 | ExcessFromYear2 |
| Excess From Year1 | 129578 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (3 entries)
| Address Line1RecipientForeignAddress/AddressLine1 | Address Line2RecipientForeignAddress/AddressLine2 | CityRecipientForeignAddress/City | CountryRecipientForeignAddress/Country | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| UP FOUNDATION INC | |||||||
| FONACIER HALL MAGSAYSAY AVENUE | DILIMAN | QUEZON CITY | RP | N/A | PUBLIC CHARITY | EDUCATIONAL SCHOLARSHIPS AND GRANTS | $28,137 |
| UPHPEIS FOUNDATION INC | |||||||
| UP INTEGRATED SCHOOL KATIPUNAN ROAD | DILIMAN | QUEZON CITY | RP | N/A | PUBLIC CHARITY | EDUCATIONAL SCHOLARSHIPS AND GRANTS | $20,789 |
| ALICE P CAROLINO | |||||||
| DIVISION OF SOCIAL SCIENCES COLLEGE | OF ARTS AND SCIENCES UP VISAYAS MIA | ILOILO | RP | N/A | INDIVIDUAL | PROFESSORIAL CHAIR | $1,184 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 50110 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $11,476 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $16,612 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $6,522 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FOREIGN TRANSLATION ADJUSTMENT | Description |
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $5,770 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $40,380 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 40380 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (6 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 1 | UPAAA | 2858 N NEVA AVE | CHICAGO | IL | 60634 | 10049 | X |
| 2 | FRANK AURORA MAMARIL | PO BOX 717 | YORBA LINDA | CA | 92885 | 10000 | X |
| 3 | ENRIQUE SAJOR | 13031 JEROME JAY DR | COCKEYSVILLE | MD | 21030 | 7000 | X |
| 4 | ROMEO FLORES | 12990 W 21ST AVE | GOLDEN | CO | 80401 | 6100 | X |
| 5 | MACARTHUR AND JOSEFINA DELOS REYES | 1300 RUSTIC TRAIL | PARMA | OH | 44134 | 5900 | X |
| 6 | EDITA R BARADI | 311 SAINT RONAN ST UNIT A4 | NEW HAVEN | CT | 06511 | 5000 | X |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount | $2,005 | Amount |
| Net Investment Income | 1504 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | BRISTOL MYERS SQUIBB STOCK | NameOfStock |
| EOY Book Value | 2212 | EOYBookValue |
| EOYFMV | 4903 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| VANGUARD INVESTMENTS | AT COST | 649083 | 820076 |
| FUNDS HELD AT UP FOUNDATION, INC. | AT COST | 239267 | 241781 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| OFFICE SUPPLIES | 31 | 0 | 0 | 0 |
| BANK FEES | 34 | 0 | 0 | 0 |
| TAX EXPENSE | 80 | 0 | 0 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FOREIGN TRANSLATION ADJUSTMENT | Description |
| Revenue And Expenses Per Books | 5770 | RevenueAndExpensesPerBooks |
| Adjusted Net Income | 5770 | AdjustedNetIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX EXPENSE | Category |
| Amount | $40 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments