TAKAKI FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- TAKAKI FOUNDATION (EIN 81-0748864)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-08
- IRS object ID
- 202411299349101811
- Schema version
- 2023v5.0
- 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 Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-08T13:01:22-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE FINANCIAL PLZ STE 2300 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 029032485 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810748864 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAKAKI FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TAKA | BusinessNameControlTxt |
| Phone | 8086944399 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3170 DEPT 715 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 968023170 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONALD M TAKAKI | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8086944399 | PhoneNum |
| Signature | 2024-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRADLEY N SPRONG | PreparerPersonNm |
| PTIN | P00642561 | PTIN |
| Phone | 8662974127 | PhoneNum |
| Preparation | 2024-05-01 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,890,237 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $40,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $38,732 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $38,732 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$5,131 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $829,743 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $73,601 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $38,732 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,796 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,796 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $12,748 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,748 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $940 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $940 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $6 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $6 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,490 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,688 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,802 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $25,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $25,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $40,490 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,688 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $26,802 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $33,111 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $25,044 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,022 | CashBOYAmt |
| Cash EOY | $1,426 | CashEOYAmt |
| Cash EOYFMV | $1,426 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $127,050 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $75,274 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $75,274 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $1,336,878 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,421,362 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,813,537 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,464,950 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,498,062 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,890,237 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,464,950 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,498,062 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,464,950 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,498,062 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,464,950 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,498,062 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,464,950 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $33,111 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1 | OtherIncreasesAmt |
| Subtotal | $1,498,062 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,498,062 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (64 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 167.362 ALGER FOCUS EQUITY FUND-Y | 2023-01-05 | 2023-04-19 | $7,297 | $6,157 | $1,140 | $1,140 | |
| 145.151 ALGER FOCUS EQUITY FUND-Y | 2023-01-05 | 2023-07-28 | $7,382 | $5,340 | $2,042 | $2,042 | |
| .278 ISHARES S&P 500 INDEX FUND | 2022-12-14 | 2023-04-19 | $135 | $131 | $4 | $4 | |
| 9.525 ISHARES S&P 500 INDEX FUND | 2021-01-12 | 2023-04-19 | $4,641 | $4,285 | $356 | $356 | |
| 12.989 ISHARES S&P 500 INDEX FUND | 2021-01-12 | 2023-05-02 | $6,277 | $5,843 | $434 | $434 | |
| 11.1 ISHARES S&P 500 INDEX FUND | 2021-01-12 | 2023-07-28 | $5,968 | $4,993 | $975 | $975 | |
| 12738.59 FEDERATED HERMES TOTAL RETURN BOND FUND | 2021-12-31 | 2023-01-05 | $121,654 | $140,796 | -$19,142 | -$19,142 | |
| 2024.031 FIDELITY EMERGING MARKET IDX | 2022-12-05 | 2023-01-05 | $19,734 | $19,836 | -$102 | -$102 | |
| 8678.567 FIDELITY S/T TRSRY BND-INS PR | 2023-01-05 | 2023-04-19 | $86,612 | $85,657 | $955 | $955 | |
| 3848.87 FIDELITY L/C VAL IDX-INS PRM | 2022-12-05 | 2023-01-05 | $57,194 | $59,042 | -$1,848 | -$1,848 | |
| 2543.54 FIDELITY L/C GR INDX-INS PRM | 2022-12-05 | 2023-01-05 | $51,888 | $56,568 | -$4,680 | -$4,680 | |
| 524.749 GOLDMAN SACHS LARGE CAP VALUE FD - INST | 2023-01-05 | 2023-07-28 | $8,218 | $7,761 | $457 | $457 | |
| 3498.194 GOLDMAN SACHS LARGE CAP VALUE FD - INST | 2021-01-19 | 2023-07-28 | $54,782 | $52,648 | $2,134 | $2,134 | |
| 40. ISHARES RUSSELL MIDCAP VALUE INDEX FUND | 2022-12-05 | 2023-01-05 | $4,221 | $4,434 | -$213 | -$213 | |
| 184. ISHARES RUSSELL MIDCAP GROWTH INDEX FUND | 2022-12-05 | 2023-01-05 | $15,255 | $16,389 | -$1,134 | -$1,134 | |
| 175. ISHARES MSCI EAFE SMALL CAP ETF | 2022-12-05 | 2023-01-05 | $9,887 | $10,073 | -$186 | -$186 | |
| 515. ISHARES CORE MSCI TOTAL INTERNATIONAL ST | 2022-12-05 | 2023-04-19 | $32,436 | $30,859 | $1,577 | $1,577 | |
| 2705. ISHARES CORE TOTAL BOND ETF | 2023-01-05 | 2023-04-19 | $123,694 | $122,753 | $941 | $941 | |
| 430.66 MAINSTAY WINSLOW LRG CAP GROWTH FUND CL | 2017-01-13 | 2023-04-19 | $3,953 | $3,829 | $124 | $124 | |
| 647.063 MAINSTAY WINSLOW LRG CAP GROWTH FUND CL | 2017-01-13 | 2023-07-28 | $6,872 | $5,752 | $1,120 | $1,120 | |
| 135. SPDR PORTFOLIO DEVELOPED WORLD (EX-US) E | 2022-12-05 | 2023-01-05 | $4,040 | $4,167 | -$127 | -$127 | |
| 410. SCHWAB INTL EQUITY ETF | 2022-12-05 | 2023-01-05 | $13,329 | $13,838 | -$509 | -$509 | |
| 849.645 VANGUARD TOTAL BOND MARKET INDEX FUND AD | 2023-04-19 | 2023-05-02 | $8,276 | $8,199 | $77 | $77 | |
| 2.245 VANGUARD S/T BND INDX-ADM | 2022-04-01 | 2023-01-05 | $22 | $23 | -$1 | -$1 | |
| 8187.043 VANGUARD S/T BND INDX-ADM | 2021-12-29 | 2023-01-05 | $80,888 | $87,853 | -$6,965 | -$6,965 | |
| 205.731 VANGUARD EMERGING MKT STK INDEX FUND -AD | 2022-12-05 | 2023-01-05 | $6,884 | $6,888 | -$4 | -$4 | |
| 200.641 VANGUARD GROWTH INDEX FUND-ADM | 2022-12-05 | 2023-01-05 | $21,611 | $23,593 | -$1,982 | -$1,982 | |
| 51.145 VANGUARD TOTL STK MKT IND-AD | 2021-01-19 | 2023-04-19 | $5,130 | $4,950 | $180 | $180 | |
| 72.925 VANGUARD TOTL STK MKT IND-AD | 2021-01-19 | 2023-05-02 | $7,229 | $7,058 | $171 | $171 | |
| 90.919 VANGUARD TOTL STK MKT IND-AD | 2021-01-19 | 2023-07-28 | $10,078 | $8,799 | $1,279 | $1,279 | |
| 1158.341 ALLSPRING ADVANTAGE INTERNATIONAL EQUITY | 2023-01-05 | 2023-11-03 | $13,472 | $13,136 | $336 | $336 | |
| 1232.057 ALLSPRING ADVANTAGE INTERNATIONAL EQUITY | 2020-06-12 | 2023-11-03 | $14,329 | $13,224 | $1,105 | $1,105 | |
| CAPITAL GAIN DIVIDENDS | $16,355 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,355 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,355 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,355 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,355 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,355 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,355 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,355 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,355 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,355 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,355 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,355 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,355 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,355 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,355 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,355 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,355 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,355 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,355 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,355 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,355 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,355 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,355 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,355 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,355 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,355 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,355 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,355 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,355 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,355 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,355 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,355 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$5,131 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $348 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $348 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $348 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,147 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,147 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $799 | OverpaymentAmt |
| Applied To ES Tax | $348 | AppliedToESTaxAmt |
| Refund | $451 | 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 | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | HI | OrgReportOrRegisterStateCd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF HAWAII | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8086944399 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3170 DEPT 715 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 968023170 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| DONALD TAKAKI | ||||||
| PO BOX 3170 DEPT 715 | HONOLULU | HI | 968023170 | PRESIDENT | 1 | $0 |
| RYAN Z TAKAKI | ||||||
| PO BOX 3170 DEPT 715 | HONOLULU | HI | 968023170 | VICE PRESIDENT | 1 | $0 |
| DONN M TAKAKI | ||||||
| PO BOX 3170 DEPT 715 | HONOLULU | HI | 968023170 | SECRETARY/TREASURER | 1 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| 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 | $1,696,873 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $27,659 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,724,532 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,724,532 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,868 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,698,664 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $84,933 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $84,933 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $348 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $348 | TotalTaxAmt |
| Distributable Before Adj | $84,585 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $84,585 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $84,585 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $26,802 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $26,802 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $84,585 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $16,312 | UndistributedIncomePYAmt |
| 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 | $26,802 | QualifyingDistributionsAmt |
| Applied To Year1 | $16,312 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,490 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $74,095 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | 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 | $0 | 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 Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| JAPANESE CULTURAL CENTER OF HAWAII | |||||||
| 2454 S BERETANIA STREET | HONOLULU | HI | 96826 | NONE | PC | UNRESTRICTED GIFT | $10,000 |
| MAUI HIGH SCHOOL FOUNDATION | |||||||
| 660 LONO AVE | KAHULUI | HI | 96732 | NONE | PC | UNRESTRICTED GIFT | $5,000 |
| HAWAII HIGH SCHOOL ATHLETIC ASSOCIATION | |||||||
| PO BOX 11419 | HONOLULU | HI | 96828 | NONE | PC | UNRESTRICTED GIFT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $25,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $38,732 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$5,131 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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) |
|---|---|---|
| Exclusion | $33,601 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $33,601 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | DONALD M TAKAKI | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 17865 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96817 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $40,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $1,796 | Amt |
| Disbursements Charitable Prps | $1,796 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SEE ATTACHED STATEMENT | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,421,362 | BookValueAmt |
| EOYFMV | $1,813,537 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ALLOCABLE EXPENSE-PRINCI | Desc |
| Revenue And Expenses Per Books | $6 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING DIFFERENCE | Desc |
| Amt | $1 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMNT MNGMNT FEES (NON-DED | CategoryTxt |
| Amt | $12,748 | Amt |
| Net Investment Income | $12,748 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ON QUALIFIED FOR | $800 | $800 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $140 | $140 | $0 |
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