PRUDENCIO A TUBALADO SR SCHOLARSHIP FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- PRUDENCIO A TUBALADO SR SCHOLARSHIP FOUNDATION INC (EIN 20-0725220)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2022-04-18
- IRS object ID
- 202241089349100109
- Schema version
- 2020v4.0
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Reasonable Cause Explanation
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-18T08:27:13-04:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200725220 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRUDENCIO A TUBALADO SR SCHOLARSHIP FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Prudencio M Tubalado Jr | InCareOfNm |
| Business Name Control | PRUD | BusinessNameControlTxt |
| Foreign Phone | 7579699226 | ForeignPhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 638 Kilchurn Drive | AddressLine1Txt |
| City | ORANGE PARK | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32073 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Prudencio Tubalado | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Foreign Phone | 7579699226 | ForeignPhoneNum |
| Signature | 2022-04-12 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $29,508 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $15,430 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $82 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $82 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $0 | GrossSalesPriceAmt |
| Total Rev And Expnss | $15,514 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $84 | TotalNetInvstIncmAmt |
| Taxes Rev And Expnss | $61 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $3,112 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $3,112 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $486 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $486 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,659 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,598 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,258 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,258 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $13,917 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $13,856 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,597 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $84 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $0 | CashBOYAmt |
| Cash EOY | $0 | CashEOYAmt |
| Cash EOYFMV | $0 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $592 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,204 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,204 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $0 | AcctRcvblAmt |
| Acct Rcvbl Allwnc Dbtfl Acct | $0 | AcctRcvblAllwncDbtflAcctAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl | $14,178 | PledgesRcvblAmt |
| Pledges Rcvbl Allwnc Dbtfl Acct | $0 | PledgesRcvblAllwncDbtflAcctAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Grants Receivable BOY | $3,805 | GrantsReceivableBOYAmt |
| Grants Receivable EOY | $14,178 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $14,178 | GrantsReceivableEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Inventories BOY | $0 | InventoriesBOYAmt |
| Inventories EOY | $0 | InventoriesEOYAmt |
| Inventories EOYFMV | $0 | InventoriesEOYFMVAmt |
| Prepaid Expenses BOY | $0 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $0 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $0 | PrepaidExpensesEOYFMVAmt |
| Mortgage Loans BOY | $0 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $0 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $0 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $12,644 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $13,126 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $13,126 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $17,041 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,508 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $29,508 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $10,243 | GrantsPayableBOYAmt |
| Grants Payable EOY | $21,113 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $10,243 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $21,113 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $0 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $0 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $6,798 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $8,395 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,798 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,395 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,041 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $29,508 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,798 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,597 | ExcessRevenueOverExpensesAmt |
| Subtotal | $8,395 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,395 | TotNetAstOrFundBalancesEOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cap Gains Loss Tx Invst Incm Detail | CapGainsLossTxInvstIncmDetail |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $1 | OriginalReturnTaxPaidAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | false | ComplyWithPublicInspRqrInd |
| Individual With Books | Prudencio Tubalado | IndividualWithBooksNm |
| Phone | 7579699226 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 516 Clements Mill Trace | AddressLine1Txt |
| City | Williamsburg | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23185 | 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 |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Ricardo M Tubalado | ||||||||
| 638 Kilchurn Drive | Orange Park | FL | 32073 | Prsident | 0.50 | $0 | $0 | $0 |
| Joel M Tubalado | ||||||||
| 3759 Plantation Oaks Blvd | Orange Park | FL | 32065 | Vice President | 0.50 | $0 | $0 | $0 |
| Dario M Tubalado | ||||||||
| 3359 Oaks Lane | Orange Park | FL | 32065 | Treasurer | 2.00 | $0 | $0 | $0 |
| PRUDENCIO M TUBALADO | ||||||||
| 516 Clements Mill Trace | Williamsburg | VA | 32185 | Secretary | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,000 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $13,830 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,830 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,830 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $222 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,608 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $730 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $730 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $0 | IncomeTaxAmt |
| Total Tax | $1 | TotalTaxAmt |
| Distributable Before Adj | $729 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $729 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $729 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $13,856 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $61 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $13,917 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $13,917 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $729 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $13,917 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $729 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $13,188 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $13,188 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $13,188 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $13,188 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Paul Mosley | |||||||||||
| 7124 Prellie Street | Jacksonville | FL | 32210 | I | Go Deaf Mission Ministry | $900 | |||||
| PATS Alumni Association | |||||||||||
| NC | Community Outreach Leadership Training | $1,845 | Bato | Toledo City | Cebu | RP | 006038 | ||||
| Mariane Madrona | |||||||||||
| I | High School Scholarship Grants | $109 | Pagina | Jagna | Florida (FL) | RP | 6308 | ||||
| Renen Bongcawil | |||||||||||
| I | High School Scholarship Grants | $109 | Pagina | Jagna | Florida (FL) | RP | 6308 | ||||
| Jhonamae Piala | |||||||||||
| I | High School Scholarship Grants | $87 | Anopog | Pinamungajan | Florida (FL) | RP | 6039 | ||||
| Dianne Dela Pena | |||||||||||
| I | High School Scholarship Grants | $87 | Bato | Toledo City | Florida (FL) | RP | 6038 | ||||
| Giana Dano | |||||||||||
| I | High School Scholarship Grants | $87 | Anopog | Pinamungajan | Florida (FL) | RP | 6039 | ||||
| Cherie Cajuelan | |||||||||||
| I | High School Scholarship Grants | $87 | Awihao | Toledo City | Florida (FL) | RP | 6038 | ||||
| Maria Aninon | |||||||||||
| I | High School Scholarship Grants | $87 | Awihao | Toledo City | Florida (FL) | RP | 6038 | ||||
| Marion Paner | |||||||||||
| I | High School Scholarship Grants | $87 | Awihao | Toledo City | Florida (FL) | RP | 6038 | ||||
| Maeryn Manaytay | |||||||||||
| I | High School Scholarship Grants | $87 | Bato | Toledo City | Florida (FL) | RP | 6038 | ||||
| Nina Manalingan | |||||||||||
| I | High School Scholarship Grants | $87 | Bato | Toledo City | Florida (FL) | RP | 6038 | ||||
| Daryel Gabato | |||||||||||
| I | High School Scholarship Grants | $87 | Anopog | Pinamungajan | Florida (FL) | RP | 6039 | ||||
| Dioneve Carballo | |||||||||||
| I | High School Scholarship Grants | $87 | Anopog | Pinamungajan | Florida (FL) | RP | 6039 | ||||
| Jameas Cabatuan | |||||||||||
| I | High School Scholarship Grants | $87 | Bato | Toledo City | Florida (FL) | RP | 6038 | ||||
| Love Bulingbuling | |||||||||||
| I | High School Scholarship Grants | $87 | Anopog | Pinamungajan | Florida (FL) | RP | 6039 | ||||
| Jemalyn Bubuli | |||||||||||
| I | High School Scholarship Grants | $87 | Bato | Toledo City | Florida (FL) | RP | 6038 | ||||
| Rosemarie Barabat | |||||||||||
| I | High School Scholarship Grants | $87 | Awihao | Toledo City | Florida (FL) | RP | 6038 | ||||
| Arlene Alga | |||||||||||
| I | High School Scholarship Grants | $87 | Awihao | Toledo City | Florida (FL) | RP | 6038 | ||||
| Pauline Poloyapoy | |||||||||||
| I | High School Scholarship Grants | $87 | Awihao | Toledo City | Florida (FL) | RP | 6038 | ||||
| Marjorie Marani | |||||||||||
| I | High School Scholarship Grants | $87 | Subayon | Toledo City | Florida (FL) | RP | 6038 | ||||
| Genevive Camangyan | |||||||||||
| I | High School Scholarship Grants | $87 | Bato | Toledo City | Florida (FL) | RP | 6038 | ||||
| Trisha Gail Tubalado | |||||||||||
| I | High School Scholarship Grants | $87 | Bato | Toledo City | Florida (FL) | RP | 6038 | ||||
| Christian Tepait | |||||||||||
| I | High School Scholarship Grants | $87 | Tajao | Pinamungajan | Florida (FL) | RP | 6039 | ||||
| Princess Tapanan | |||||||||||
| I | High School Scholarship Grants | $87 | Awihao | Toledo City | Florida (FL) | RP | 6038 | ||||
| Melody Ignacio | |||||||||||
| I | High School Scholarship Grants | $87 | Subayon | Toledo City | Florida (FL) | RP | 6038 | ||||
| Phoebe Hurboda | |||||||||||
| I | High School Scholarship Grants | $87 | Bato | Toledo City | Florida (FL) | RP | 6038 | ||||
| Rubielyn Dino | |||||||||||
| I | High School Scholarship Grants | $44 | Bato | Toledo City | Florida (FL) | RP | 6038 | ||||
| Rene Palomar | |||||||||||
| I | College Scholarship Grants | $544 | Tajao | Pinamungajan | Florida (FL) | RP | 6039 | ||||
| Jessa Bayotas | |||||||||||
| I | College Scholarship Grants | $544 | Tajao | Pinamungajan | Florida (FL) | RP | 6039 | ||||
| Ana Mae Agustines | |||||||||||
| I | College Scholarship Grants | $544 | Awihao | Toledo City | Florida (FL) | RP | 6038 | ||||
| Felizardo Bariga | |||||||||||
| I | College Scholarship Grants | $544 | Awihao | Toledo City | Florida (FL) | RP | 6038 | ||||
| Carl Palomar | |||||||||||
| I | College Scholarship Grants | $141 | Magdugo | Toledo City | Florida (FL) | RP | 6038 | ||||
| Dave Gargar | |||||||||||
| I | College Scholarship Grants | $272 | Awihao | Toledo City | Florida (FL) | RP | 6038 | ||||
| Chanelle Cahapunon | |||||||||||
| I | College Scholarship Grants | $272 | Bato | Toledo City | Florida (FL) | RP | 6038 | ||||
| John Antopina | |||||||||||
| I | College Scholarship Grants | $544 | Awihao | Toledo City | Florida (FL) | RP | 6038 | ||||
| Rick Labroso | |||||||||||
| I | College Scholarship Grants | $544 | Awihao | Toledo City | Florida (FL) | RP | 6038 | ||||
| Michael Madrona | |||||||||||
| I | College Scholarship Grants | $544 | Pagina | Jagna | Florida (FL) | RP | 6308 | ||||
| Maria Motus | |||||||||||
| I | College Scholarship Grants | $544 | Pagina | Jagna | Florida (FL) | RP | 6308 | ||||
| Bato Elementary School Honors | |||||||||||
| I | Academic Awards | $57 | Bato | Toledo City | Cebu | RP | 006038 | ||||
| Awihao Elementary School Honors | |||||||||||
| I | Academic Awards | $57 | Awihao | Toledo City | Cebu | RP | 006038 | ||||
| Biga Elementary School Honors | |||||||||||
| I | Academic Awards | $33 | Biga | Toledo City | Cebu | RP | 006038 | ||||
| Subayon Elementary School Honors | |||||||||||
| I | Academic Awards | $33 | Subayon | Toledo City | Cebu | RP | 006038 | ||||
| Anopog Elementary School Honors | |||||||||||
| I | Academic Awards | $33 | Anopog | Pinamungajan | Cebu | RP | 006039 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,258 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (7 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| High School Class of 2015 Balance | |||||||
| Bato | Toledo City | Cebu | RP | 006038 | I | High School Scholarship Grants | $218 |
| High School Class of 2016 Balance | |||||||
| Bato | Toledo City | Cebu | RP | 006038 | I | High School Scholarship Grants | $435 |
| High School Class of 2018 Balance | |||||||
| Bato | Toledo City | Cebu | RP | 006038 | I | High School Scholarship Grants | $1,305 |
| High School Class of 2020 Balance | |||||||
| Bato | Toledo City | Cebu | RP | 006038 | I | High School Scholarship Grants | $3,914 |
| College Class of 2018 Balance | |||||||
| Bato | Toledo City | Cebu | RP | 006038 | I | College Scholarship Grants | $2,990 |
| College Class of 2019 Balance | |||||||
| Bato | Toledo City | Cebu | RP | 006038 | I | College Scholarship Grants | $4,511 |
| College Class of 2020 Balance | |||||||
| Bato | Toledo City | Cebu | RP | 006038 | I | College Scholarship Grants | $7,740 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $21,113 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523120 | BusinessCd |
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 3 | ExclusionCd |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $2 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523120 | BusinessCd |
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 3 | ExclusionCd |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $82 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp | |
| Gain Sales Ast Oth Than Invntry | GainSalesAstOthThanInvntryGrp | |
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $84 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $84 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | Interest on Cash Held at Folio Investing |
| 4 | TD Ameritrade and Folio Investing Dividennd |
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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Dario M Tubalado | ||||||
| 1 | 3359 Village Oaks Lane | Orange Park | FL | 32065 | $5,390 | Yes (X) |
| PRUDENCIO M TUBALADO | ||||||
| 2 | 516 Clements Mill Trace | Williamsburg | VA | 23185 | $7,024 | Yes (X) |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| TD Ameritrade | FMV | $3,876 | $3,876 |
| Folio Investing | FMV | $9,250 | $9,250 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Transmittal Fees | $313 | $0 | $0 | $313 |
| Postage Shipping Delivery | $93 | $0 | $0 | $93 |
| Investment Expenses | $80 | $0 | $0 | $80 |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Our brother Dario Tubalado passed away last October 31 2020. We were struggling to gather the necessary records to file our tax return. With the exceptions of the bank accounts we have not regained access to our investment accounts. We filed a paper form and was returned with reference letter 0422897271 dated Feb. 22 2022 directing us to submit our return electronically. | ExplanationTxt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| Prudencio Tubalado | |||
| 516 Clements Mill Trace | Williamsburg | VA | 23185 |
| Dario Tubalado | |||
| 3359 Village Oaks Lane | Orange Park | FL | 32065 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Florida State Annual Fee | CategoryTxt |
| Amt | $61 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |