LOCATIONS FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LOCATIONS FOUNDATION (EIN 99-0267351)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-16
- IRS object ID
- 202422909349100717
- 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
- Form 990-PF
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-16T20:48:43-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 261659234 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CW ASSOCIATES CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 BISHOP STREET SUITE 1040 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96813 | 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 | 990267351 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOCATIONS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOCA | BusinessNameControlTxt |
| Phone | 8087354200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 614 KAPAHULU AVENUE 3RD FLOOR | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96815 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT CHOI | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8087354200 | PhoneNum |
| Signature | 2024-10-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | VERA WRIGHT | PreparerPersonNm |
| PTIN | P00024010 | PTIN |
| Phone | 8085311040 | PhoneNum |
| Preparation | 2024-10-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,085,474 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $127,750 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $16,301 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,301 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,747 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,184 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,747 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $150 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $147,948 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $20,048 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,172 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,172 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $955 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $955 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $28,721 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $28,721 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $32,848 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,172 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $29,676 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $225,181 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $225,181 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $258,029 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,172 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $254,857 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$110,081 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,876 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $619,288 | CashBOYAmt |
| Cash EOY | $503,304 | CashEOYAmt |
| Cash EOYFMV | $503,304 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $58,363 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $60,122 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $60,122 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $7,684 | AcctRcvblBOYAmt |
| Other Investments BOY | $479,302 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $522,048 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $522,048 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,164,637 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,085,474 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,085,474 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $4,521 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,521 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,164,637 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,080,953 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,164,637 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,080,953 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,164,637 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,085,474 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,164,637 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$110,081 | ExcessRevenueOverExpensesAmt |
| Other Increases | $26,397 | OtherIncreasesAmt |
| Subtotal | $1,080,953 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,080,953 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $7,469 | $3,742 | $3,727 | $3,727 |
| PUBLICLY TRADED SECURITIES | $715 | $695 | $20 | $20 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,747 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $235 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $235 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $235 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $235 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | HI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | LOCATIONSHAWAII.COM/ABOUT-US/LOCATIONS-FOUNDATION | WebsiteAddressTxt |
| Individual With Books | RESCO INC | IndividualWithBooksNm |
| Phone | 8087354200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 614 KAPAHULU AVE 3RD FLOOR | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96815 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (17 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 |
|---|---|---|---|---|---|---|---|---|
| KRISTIN MUKAI | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JODEE FARM | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| TRACEY OKUHARA | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | SECRETARY | 1.00 | $0 | $0 | $0 |
| SCOTT CHOI | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | TREASURER | 1.00 | $0 | $0 | $0 |
| CHAD TAKESUE | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JAY MILLER | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JUDY KUMANO | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MEGUMI NEKOTANI | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| TAIZO BRADEN | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ANINA QUARANTO | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CANNIE CHUM | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CARI TANABE | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CORY TSUDA | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DAN PADUA | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DEVIN MINARDI | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| PRISCILLA WALTHOUSE | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| STEPHANIE CHAN | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | DIRECTOR | 1.00 | $0 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $503,222 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $605,381 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,108,603 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,108,603 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,629 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,091,974 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $54,599 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $54,599 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $235 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $235 | TotalTaxAmt |
| Distributable Before Adj | $54,364 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $54,364 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $54,364 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $254,857 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $254,857 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $54,364 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $282,069 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $246,758 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $217,690 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $38,079 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $195,824 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $980,420 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $254,857 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $54,364 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $200,493 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,180,913 | 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 | $282,069 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $898,844 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $246,758 | ExcessFromYear4Amt |
| Excess From Year3 | $217,690 | ExcessFromYear3Amt |
| Excess From Year2 | $38,079 | ExcessFromYear2Amt |
| Excess From Year1 | $195,824 | ExcessFromYear1Amt |
| Excess From Current Year | $200,493 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | FOUNDATION BOARD OF TRUSTEES | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 614 KAPAHULU AVENUE 3RD FLOOR | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96815 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8087354200 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFIED FORM AT PRESENT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE AT PRESENT | SubmissionDeadlinesTxt |
| Restrictions On Awards | EDUCATION, LITERACY, RELIGIOUS OR SCIENTIFIC PROGRAMS OF CHARITABLE WORKS QUALIFYING UNDER IRC. SEC. 501(C)(3). | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A & B PARTY RENTALS LLC | |||||||
| 91-240 KUHELA ST UNIT 9 | KAPOLEI | HI | 96707 | NONE | 501(C)(3) | CHARITABLE | $1,058 |
| ACHIEVE ZERO | |||||||
| PO BOX 860277 | WAHIAWA | HI | 96786 | NONE | 501(C)(3) | CHARITABLE | $4,732 |
| AFTER-SCHOOL ALL-STARS HAWAII | |||||||
| 1523 KALAKAUA AVENUE SUITE 202 | HONOLULU | HI | 96826 | NONE | 501(C)(3) | CHARITABLE | $5,000 |
| ALOHA UNITED WAY | |||||||
| 200 NORTH VINEYARD BLVD SUITE 700 | HONOLULU | HI | 96817 | NONE | 501(C)(3) | CHARITABLE | $10,000 |
| AMERICAN DIABETES ASSOCIATION | |||||||
| 1760 MAKALOA STREET 204-235 | HONOLULU | HI | 96814 | NONE | 501(C)(3) | CHARITABLE | $30,000 |
| AMERICAN HEART ASSOCIATION - ACCTS REC | |||||||
| PO BOX 4002030 | DES MOINES | IA | 503402030 | NONE | 501(C)(3) | CHARITABLE | $7,500 |
| BIG BROTHERS BIG SISTERS | |||||||
| 2119 NORTH KING STREET 202 | HONOLULU | HI | 96819 | NONE | 501(C)(3) | CHARITABLE | $15,530 |
| BOYS AND GIRLS CLUB OF HAWAII | |||||||
| 1000 BISHOP STREET SUITE 505 | HONOLULU | HI | 96813 | NONE | 501(C)(3) | CHARITABLE | $17,615 |
| FAMILY PROGRAMS HAWAII | |||||||
| 801 SOUTH KING STREET | HONOLULU | HI | 96813 | NONE | 501(C)(3) | CHARITABLE | $10,000 |
| FRIENDS OF THE CHILDREN'S JUSTICE CENTER OF OAHU | |||||||
| 3019 PALI HIGHWAY | HONOLULU | HI | 96817 | NONE | 501(C)(3) | CHARITABLE | $5,000 |
| HABILITAT | |||||||
| PO BOX 801 | KANEOHE | HI | 96744 | NONE | 501(C)(3) | CHARITABLE | $1,000 |
| HAWAII 3R'S | |||||||
| PO BOX 1196 | HONOLULU | HI | 96807 | NONE | 501(C)(3) | CHARITABLE | $10,000 |
| HAWAII FOODBANK | |||||||
| 2611 KILIHAU STREET | HONOLULU | HI | 96819 | NONE | 501(C)(3) | CHARITABLE | $1,771 |
| HAWAII HOMEOWNERSHIP CENTER | |||||||
| 1259 AALA STREET 201 | HONOLULU | HI | 96817 | NONE | 501(C)(3) | CHARITABLE | $1,000 |
| HAWAII NATURE CENTER | |||||||
| 2131 MAKIKI HEIGHTS DRIVE | HONOLULU | HI | 96822 | NONE | 501(C)(3) | CHARITABLE | $5,000 |
| HAWAIIAN HOPE ORG | |||||||
| PO BOX 17948 | HONOLULU | HI | 96817 | NONE | 501(C)(3) | CHARITABLE | $5,000 |
| HAWAIIAN HUMANE SOCIETY | |||||||
| 2700 WAIALAE AVENUE | HONOLULU | HI | 96826 | NONE | 501(C)(3) | CHARITABLE | $2,565 |
| HUGS | |||||||
| 3636 KILAUEA AVENUE | HONOLULU | HI | 96816 | NONE | 501(C)(3) | CHARITABLE | $4,000 |
| INSTITUTE FOR HUMAN SERVICES | |||||||
| 546 KAAAHI STREET | HONOLULU | HI | 96817 | NONE | 501(C)(3) | CHARITABLE | $1,011 |
| IOLANI SCHOOL | |||||||
| 563 KAMOKU STREET | HONOLULU | HI | 96826 | NONE | 501(C)(3) | CHARITABLE | $1,513 |
| JY TRADING COMPANY INC | |||||||
| 1336 DILLINGHAM BLVD A | HONOLULU | HI | 96817 | NONE | 501(C)(3) | CHARITABLE | $3,672 |
| JOEY'S FELINE FRIENDS | |||||||
| 47-591 HALEMANU STREET | KANEOHE | HI | 96744 | NONE | 501(C)(3) | CHARITABLE | $1,255 |
| KAPIOLANI HEALTH FOUNDATION | |||||||
| 55 MERCHANT STREET SUITE 2600 | HONOLULU | HI | 96813 | NONE | 501(C)(3) | CHARITABLE | $5,000 |
| KIDS HURT TOO HAWAII | |||||||
| 245 N KUKUI ST 102 | HONOLULU | HI | 96817 | NONE | 501(C)(3) | CHARITABLE | $3,700 |
| KOREAN CATHOLIC COMMUNITY | |||||||
| 511 MAIN STREET | HONOLULU | HI | 96818 | NONE | 501(C)(3) | CHARITABLE | $1,871 |
| MAKE-A-WISH HAWAII | |||||||
| 223 SOUTH KING ST SUITE 100 | HONOLULU | HI | 96813 | NONE | 501(C)(3) | CHARITABLE | $5,000 |
| NA KAMA KAI | |||||||
| PO BOX 1803 | WAIANAE | HI | 96792 | NONE | 501(C)(3) | CHARITABLE | $6,000 |
| OAHU PICKLEBALL ASSOCIATION | |||||||
| PO BOX 240929 | HONOLULU | HI | 96824 | NONE | 501(C)(3) | CHARITABLE | $1,060 |
| OAHU SPCA | |||||||
| PO BOX 861673 | WAHIAWA | HI | 96786 | NONE | 501(C)(3) | CHARITABLE | $1,522 |
| OTHER DONATIONS (LESS THAN 1000) | |||||||
| 614 KAPAHULU AVENUE SUITE 300 | HONOLULU | HI | 96815 | NONE | 501(C)(3) | CHARITABLE | $380 |
| OUTRIGGER DUKE KAHANAMOKU FOUNDATION | |||||||
| 4348 WAIALAE AVENUE SUITE 483 | HONOLULU | HI | 96816 | NONE | 501(C)(3) | CHARITABLE | $4,000 |
| PALOLO CHINESE HOME | |||||||
| 2459 10TH AVENUE | HONOLULU | HI | 96816 | NONE | 501(C)(3) | CHARITABLE | $1,000 |
| PAWS OF HAWAII | |||||||
| PO BOX 6177 | KANEOHE | HI | 96744 | NONE | 501(C)(3) | CHARITABLE | $1,445 |
| POI DOGS & POPOKI | |||||||
| PO BOX 75345 | KAPOLEI | HI | 96707 | NONE | 501(C)(3) | CHARITABLE | $1,011 |
| REGAL CINEMAS INC | |||||||
| 101 E BLOUNT AVE | KNOXVILLE | TN | 37920 | NONE | 501(C)(3) | CHARITABLE | $5,958 |
| REHAB FOUNDATION | |||||||
| 226 N KUAKINI STREET | HONOLULU | HI | 96817 | NONE | 501(C)(3) | CHARITABLE | $1,200 |
| RESIDENTIAL YOUTH SERVICES & EMPOWERMENT | |||||||
| PO BOX 11662 | HONOLULU | HI | 968280270 | NONE | 501(C)(3) | CHARITABLE | $5,000 |
| RONALD MCDONALD CHARITIES | |||||||
| PO BOX 11662 | HONOLULU | HI | 96828 | NONE | 501(C)(3) | CHARITABLE | $1,795 |
| SERVICE SYSTEMS ASSOCIATES | |||||||
| 151 KAPAHULU AVENUE | HONOLULU | HI | 96815 | NONE | 501(C)(3) | CHARITABLE | $2,391 |
| SPECIAL OLYMPICS HAWAII | |||||||
| 91-610 MAUNAKAPU STREET | EWA BEACH | HI | 96706 | NONE | 501(C)(3) | TO SUPPORT SPECIAL NEEDS CHILDREN. | $5,000 |
| SURFERS HEALING | |||||||
| PO BOX 1267 | SAN JUAN CAPISTRANO | CA | 92693 | NONE | 501(C)(3) | CHARITABLE | $3,020 |
| THE QUEEN'S MEDICAL CENTER | |||||||
| 1301 PUNCHBOWL STREET | HONOLULU | HI | 96813 | NONE | 501(C)(3) | CHARITABLE | $3,243 |
| THE SHELTER | |||||||
| 3400 MOANALUA ROAD | HONOLULU | HI | 96819 | NONE | 501(C)(3) | CHARITABLE | $1,755 |
| UH FOUNDATION | |||||||
| 1314 SOUTH KING ST SUITE B | HONOLULU | HI | 96814 | NONE | 501(C)(3) | CHARITABLE | $5,263 |
| UNITED CEREBRAL PALSY ASSOCIATION OF HAWAII | |||||||
| 414 KUWILI STREET SUITE 105 | HONOLULU | HI | 96817 | NONE | 501(C)(3) | CHARITABLE | $3,945 |
| WEED & SEED HAWAII INC | |||||||
| 91-884 FT WEAVER ROAD SUITE A | EWA BEACH | HI | 96706 | NONE | 501(C)(3) | CHARITABLE | $5,000 |
| WOMEN IN NEED | |||||||
| 98-1238 KAAHUMANU ST SUITE 403 | PEARL CITY | HI | 96782 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR EDUCATIONAL INSTITUTIONS. | $1,400 |
| YWCA OF OAHU | |||||||
| 1040 RICHARDS STREET | HONOLULU | HI | 96813 | NONE | 501(C)(3) | CHARITABLE | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $225,181 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,301 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,747 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Related Or Exempt Function Incm | $150 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $20,048 | ExclusionAmt |
| Related Or Exempt Function Incm | $150 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $20,198 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | MISCELLANEOUS INCOME | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,172 | Amt |
| Net Investment Income | $3,172 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENT SECURITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $522,048 | BookValueAmt |
| EOYFMV | $522,048 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVERTISING | $2,230 | $0 | $2,230 |
| LICENSES/OTHER FEES | $1,018 | $0 | $1,018 |
| MISCELLANEOUS EXPENSES | $24,322 | $0 | $24,322 |
| INSURANCE | $1,151 | $0 | $1,151 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $150 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $150 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENT | Desc |
| Amt | $26,397 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GET | CategoryTxt |
| Amt | $955 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $955 | DisbursementsCharitablePrpsAmt |
Comments