OHUOKALANI CHARITABLE FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
OHUOKALANI CHARITABLE FOUNDATION (EIN 99-0345409)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-07-08
IRS object ID
202421909349100572
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-07-08T18:22:10-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN990237347PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1OHATA CHUN YUEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13684 WAIALAE AVENUEAddressLine1Txt
CityHONOLULUCityNm
State AbbreviationHIStateAbbreviationCd
ZIP96816ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN990345409EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1OHUOKALANI CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlOHUOBusinessNameControlTxt
Phone8082597948PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line199-025 LOHEA PLACEAddressLine1Txt
CityAIEACityNm
State AbbreviationHIStateAbbreviationCd
ZIP967013096ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHELLE AKINAPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8082253748PhoneNum
Signature2024-07-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMICHELLEPersonFirstNm
Person LastAKINAPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRIS QY YUENPreparerPersonNm
PTINP00646551PTIN
Phone8087358585PhoneNum
Preparation2024-07-01PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,814,456FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$3,475,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$132InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$132InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$32,147DividendsRevAndExpnssAmt
Dividends Net Invst Incm$32,147DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss$1,600GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$1,600GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss$1,600NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss-$1,587NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$190,730GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$3,507,292TotalRevAndExpnssAmt
Total Net Invst Incm$33,879TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$12,546LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$12,546LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,079AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,270AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,809AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$9,721OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$9,721OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$6,602DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$802DeprecAndDpltnNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$1,836TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$1,836TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,778OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$400OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,378OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$37,562TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$12,193TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$19,569TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$50,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$50,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$87,562TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$12,193TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$69,569TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$3,419,730ExcessRevenueOverExpensesAmt
Net Investment Income$21,686NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$36,203SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$199,833SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$199,833SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,088,117CorporateStockBOYAmt
Corporate Stock EOY$1,276,443CorporateStockEOYAmt
Corporate Stock EOYFMV$1,276,443CorporateStockEOYFMVAmt
Corporate Bonds BOY$88,723CorporateBondsBOYAmt
Corporate Bonds EOY$69,782CorporateBondsEOYAmt
Corporate Bonds EOYFMV$69,782CorporateBondsEOYFMVAmt
Invst Land Cost Or Other Basis$875,000InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation$802InvstLandAccumDepreciationAmt
Land Bldg Investments EOY$874,198LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV$874,198LandBldgInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$2,400,000LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$5,800LandBldgEquipAccumDeprecAmt
Land BOY$0LandBOYAmt
Land EOY$2,394,200LandEOYAmt
Land EOYFMV$2,394,200LandEOYFMVAmt
Total Assets BOY$1,213,043TotalAssetsBOYAmt
Total Assets EOY$4,814,456TotalAssetsEOYAmt
Total Assets EOYFMV$4,814,456TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$1,213,043CapitalStockBOYAmt
Capital Stock EOY$4,814,456CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,213,043TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,814,456TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,213,043TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,814,456TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,213,043TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$3,419,730ExcessRevenueOverExpensesAmt
Other Increases$181,683OtherIncreasesAmt
Subtotal$4,814,456SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,814,456TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$190,730GrossSalesPriceAmt
Cost Or Other Basis$192,317CostOrOtherBasisAmt
Gain Or Loss-$1,587GainOrLossAmt
Gains Minus Excess Or Losses-$1,587GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$1,587CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$301InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$301SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$301TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,665EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,665TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,364OverpaymentAmt
Applied To ES Tax$1,364AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateHIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMICHELLE AKINAIndividualWithBooksNm
Phone8082253748PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line199-025 LOHEA PLAddressLine1Txt
CityAIEACityNm
State AbbreviationHIStateAbbreviationCd
ZIP96701ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MICHELLE AKINA
99-025 LOHEA PLACEAIEAHI967013096PRESIDENT/DIRECTOR12.00$0$0$0
SHELLY AKINA
240 GALICE CREEKMERLINOR97532TREASURER/DIRECTOR1.00$0$0$0
SHANA KARRAS
34455 SUNLIGHT DRIVEYUCAIPACA92399SECRETARY/DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1TO PROVIDE FUNDING FOR THE CONTINUANCE/RE-ESTABLISHMENT OF HAWAIIAN ENDEMIC/INDIGENOUS FLORA/FAUNA AND THE PRESERVATION/RESTORATION OF HAWAIIAN CULTURAL AND ARCHEOLOGICAL SITES.Description1Txt
Expenses1$50,000Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,270,191AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$40,503AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$124,658FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,435,352TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,435,352AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$21,530CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,413,822NetVlNoncharitableAssetsAmt
Minimum Investment Return$70,691MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$70,691MinimumInvestmentReturnAmt
Tax Based On Investment Income$301TaxBasedOnInvestmentIncomeAmt
Total Tax$301TotalTaxAmt
Distributable Before Adj$70,390DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$70,390DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$70,390DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$69,569ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$69,569QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$70,390DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$6,170ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$6,215ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$3,120ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$5,639ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$21,144TotalExcessDistributionCyovAmt
Qualifying Distributions$69,569QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$69,569AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$821ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$821ExcessDistributionCyovAppCYAmt
Total Corpus$20,323TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$20,323ExcessDistriCyovToNextYrAmt
Excess From Year4$5,349ExcessFromYear4Amt
Excess From Year3$6,215ExcessFromYear3Amt
Excess From Year2$3,120ExcessFromYear2Amt
Excess From Year1$5,639ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BISHOP MUSEUM
1525 BERNICE STREETHONOLULUHI96817NONEPUBLIC CHARITYTO SUPPORT PROGRAMS FOR THE PRESERVATION AND PROMOTION OF THE ABORIGINAL HAWAIIAN CULTURE AS IT WAS FROM 1820-1920$15,000
HAWAII LAND TRUST
126 QUEEN STREET SUITE 306HONOLULUHI96813NONEPUBLIC CHARITYTO SUPPORT CONSERVATION OF HAWAI'I LAND, FAUNA AND FLORA. WE APPRECIATE THE GREAT WORK HILT IS DOING IN CONSERVATION ACROSS THE ISLANDS$10,000
HONOLULU MUSEUM OF ART
900 S BERETANIA STREETHONOLULUHI96814NONEPUBLIC CHARITYTO SUPPORT PROGRAMS FOR THE PRESERVATION AND PROMOTION OF THE ABORIGINAL HAWAIIAN CULTURE AS IT WAS FROM 1820-1920$15,000
PUNAHOU SCHOOL
1601 PUNAHOU STREETHONOLULUHI96822NONEPUBLIC CHARITYTO SUPPORT PROGRAMS FOR IKE HAWAI'I$5,000
WAIMANALO HEALTH CENTER
41-1295 KALANIANAOLE HWYWAIMANALOHI96795NONEPUBLIC CHARITYSUPPORT GENERAL OPERATIONS AND THE DR. CHARMAN J. AKINA MEMORIAL SCHOLARSHIP$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$50,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$132ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$32,147ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Exclusion16ExclusionCd
Exclusion$1,600ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$1,587ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$32,292ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$32,292TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionIndPerson ContributionPersonContributionInd
CHARMAN J AKINA TRUST
199-024 LOHEA PLACEAIEAHI96701$2,400,000Yes (X)
CHARMAN J AKINA TRUST
299-024 LOHEA PLACEAIEAHI96701$875,000Yes (X)
CHARMAN J AKINA TRUST
399-024 LOHEA PLACEAIEAHI96701$200,000Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
199-024 LOHEA PLACE, AIEA, HAWAII 96701$2,400,0002023-11-01
299-014 HOKIO PLACE, AIEA, HI 96701$875,0002023-11-01

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryFEES ACCOUNTINGCategoryTxt
Amt$5,079Amt
Net Investment Income$1,270NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,809DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (4 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtComputation MethodComputationMethodTxtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmtLifeLifeRt
LAND2023-11-01$778,750L$0$0
BUILDING2023-11-01$96,250SL$802$020.000000000000
LAND2023-11-01$1,704,000L$0$0
BUILDING2023-11-01$696,000SL$5,800$020.000000000000

Distribution From Corpus Election DistributionFromCorpusElection

FieldValueIRS element (for citing)
ElectionPURSUANT TO IRS SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE FOUNDATION HERBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS.ElectionDesc

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCHARLES SCHWAB MUTUTAL FUNDSBondNm
EOY Book Value$69,782EOYBookValueAmt
EOYFMV$69,782EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCHARLES SCHWAB MUTUTAL FUNDSStockNm
EOY Book Value$1,276,443EOYBookValueAmt
EOYFMV$1,276,443EOYFMVAmt

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLandGrp (2 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmt
LAND$778,750$0$778,750
BUILDING$96,250$802$95,448

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (2 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmt
LAND$1,704,000$0$1,704,000
BUILDING$696,000$5,800$690,200

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryFEES LEGALCategoryTxt
Legal Fees$12,546LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$12,546DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE$1,353$0$1,353
BANK SERVICE CHARGE$25$0$25
UTILITIES$400$400$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescNET UNREALIZED GAIN ON INVESTMENTDesc
Amt$181,683Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryFEES INVESTMENT MANAGEMENTCategoryTxt
Amt$9,721Amt
Net Investment Income$9,721NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.