PADOSI FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- PADOSI FOUNDATION (EIN 47-3227718)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-14
- IRS object ID
- 202501349349105285
- Schema version
- 2024v5.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-14T20:55:04-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 461673144 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAULIMA TAX ADVISORY GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 10360 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96816 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 473227718 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PADOSI FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PADO | BusinessNameControlTxt |
| Phone | 8087358001 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 13040 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97213 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW MERZ | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8087358001 | PhoneNum |
| Signature | 2025-05-09 | 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 | JOANNE HOE | PreparerPersonNm |
| PTIN | P00337116 | PTIN |
| Phone | 8089099250 | PhoneNum |
| Preparation | 2025-05-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $619,071 | 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 | $50,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,621 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,621 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $2,621 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $37,426 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $37,377 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $37,426 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $368,309 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,982,240 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $368,309 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $138 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $138 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $138 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $458,494 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $408,445 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $40,185 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,712 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $21,076 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $21,076 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,879 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,879 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $28,667 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,955 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,295,079 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,295,079 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,323,746 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,955 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,295,079 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$865,252 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $384,490 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $40,185 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $46,744 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $378,014 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $378,014 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $450,714 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $97,549 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $99,327 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $140,027 | CorporateStockBOYAmt |
| Corporate Stock EOY | $20,228 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $35,518 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $42,916 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $749,435 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $71,913 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $106,212 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,429,836 | TotalAssetsBOYAmt |
| Total Assets EOY | $567,704 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $619,071 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,429,836 | RetainedEarningBOYAmt |
| Retained Earning EOY | $567,704 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,429,836 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $567,704 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,429,836 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $567,704 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,429,836 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$865,252 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,120 | OtherIncreasesAmt |
| Subtotal | $567,704 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $567,704 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MORGAN STANLEY #4819 ST | P | $419,159 | $411,346 | $7,813 | $7,813 |
| MORGAN STANLEY #4819 LT | P | $1,561,545 | $1,202,585 | $358,960 | $358,960 |
| MORGAN STANLEY #4819 LT (NONCOVERED) | P | $21 | $21 | $21 | |
| CAPITAL GAINS DIVIDENDS | P | $1,515 | $1,515 | $1,515 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $368,309 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $7,813 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,344 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,344 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,344 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,120 | 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 | $1,120 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $4,224 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | HI | OrgReportOrRegisterStateCd |
| Org Report Or Register State | OR | 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 | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LAULIMA TAX ADVISORY GROUP LLC | IndividualWithBooksNm |
| Phone | 8089099250 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 10360 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96816 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| PAMELA LICHTY | ||||||||
| PO BOX 160926 | HONOLULU | HI | 96816 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| SIMONE LICHTY | ||||||||
| PO BOX 13040 | PORTLAND | OR | 97213 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| ANDREW MERZ | ||||||||
| PO BOX 13040 | PORTLAND | OR | 97213 | TRUSTEE | 2.00 | $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) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,538,816 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $133,914 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,672,730 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,672,730 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,091 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,647,639 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $82,382 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $82,382 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,344 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,344 | TotalTaxAmt |
| Distributable Before Adj | $77,038 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $77,038 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $77,038 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,295,079 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,295,079 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $77,038 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,329,607 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,520,932 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,249,054 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $3,875,046 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $12,974,639 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,295,079 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $77,038 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,218,041 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $14,192,680 | 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 | $1,329,607 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $12,863,073 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,520,932 | ExcessFromYear4Amt |
| Excess From Year3 | $3,249,054 | ExcessFromYear3Amt |
| Excess From Year1 | $3,875,046 | ExcessFromYear1Amt |
| Excess From Current Year | $1,218,041 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (69 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALOHA MEDICAL MISSION | ||||||
| 200 N VINEYARD BLVD B120 | HONOLULU | HI | 96817 | PC | TO SUPPORT THE ORGANIZATION | $250 |
| BISHOP MUSEUM | ||||||
| 1525 BERNICE ST | HONOLULU | HI | 96817 | PC | TO SUPPORT HAWAII MUSEUM | $1,000 |
| CHILD & FAMILY SERVICE | ||||||
| 91-1841 FT WEAVER RD | EWA BEACH | HI | 96706 | PC | TO SUPPORT STRENGTHENING FAMILIES AND FOSTERING THE HEALTH DEVELOPMENT CHILDREN | $1,000 |
| COMMUNITY DOULA ALLIANCE | ||||||
| 1820 SW VERMONT ST A | PORTLAND | OR | 97219 | PC | TO INCREASE AWARENESS AND ADVOCATE FOR RACIALLY, LINGUISTICALLY, AND SOCIOECONOMICALLY DIVERSE DOULAS. | $100,000 |
| CONSERVATION COUNSIL FOR HAWAII | ||||||
| 250 WARD AVENUE SUITE 215 | HONOLULU | HI | 96814 | PC | FOR NATURE CONSERVATION | $1,000 |
| EGLOBAL FAMILY | ||||||
| 200 N VINEYARD BLVD STE B | HONOLULU | HI | 96817 | PC | TO LINK ORPHANED AND VULNERABLE CHILDREN IN DEVELOPING COUNTRIES TO COMPASSIONATE AND RESPONSIBLE SUPPORTERS. | $1,000 |
| ELBOW ROOM | ||||||
| 8605 SANTA MONICA BLVD 88639 | WEST HOLLYWOOD | CA | 90069 | PC | TO SUPPORT THE ORGANIZATION | $50,000 |
| ENVIRONMENT HAWAII | ||||||
| 190 KEAWE ST SUITE 29 | HILO | HI | 96720 | PC | FOR NATURE CONSERVATION | $10,000 |
| EQUITABLE GIVING CIRCLE PORTLAND | ||||||
| 4943 NE MARTIN LUTHER KING JR BLVD | PORTLAND | OR | 97211 | PC | TO INSPIRE AND CREATE ECONOMIC EMPOWERMENT THROUGH AUTHENTIC ENGAGEMENT AND ACTION WITHIN OUR COMMUNITY | $15,000 |
| FRIENDS OF HONOLULU BOTANICAL | ||||||
| 180 N VINEYARD BLVD | HONOLULU | HI | 96817 | PC | TO SUPPORT HONOLULU BOTANICAL GARDENS | $1,000 |
| GOOD NEIGHBOR FUND-STAR ADVERTISER | ||||||
| 2100 N NIMITZ HIGHWAY | HONOLULU | HI | 96819 | PC | TO HELP INDIVIDUALS AND FAMILIES STRUGGLING WITH POVERTY, HOMELESSNESS AND OTHER CHALLENGES | $2,500 |
| GREGORY HOUSE PROGRAMS | ||||||
| 200 N VENYARD BLVD SUITE A310 | HONOLULU | HI | 96817 | PC | TO PROVIDE ASSISTANCE FOR PERSONS LIVING WITH HIV/AIDS IN HAWAII | $1,000 |
| HAWAII ALLIANCE FOR PROGRESSIVE ACTION | ||||||
| PO BOX 1534 | KAPAA | HI | 96746 | PC | TO SUPPORT THE ORGANIZATION | $5,000 |
| HAWAII APPLESEED CENTER | ||||||
| 119 MERCHANT ST STE 605A | HONOLULU | HI | 96813 | PC | FOR ADVANCEMENT AND PROTECTION OF CIVIL RIGHTS | $30,000 |
| HAWAII ART ALLIANCE | ||||||
| 1041 NUUANU AVE 2ND FLOOR | HONOLULU | HI | 96817 | PC | TO SUPPORT CREATIVE NETWORK | $1,000 |
| HAWAII CENTER FOR FOOD SAFETY | ||||||
| 660 PENNSYLVANIA AVE SE 402 | WASHINGTON | DC | 20003 | PC | TO SUPPORT THE ORGANIZATION | $1,000 |
| HAWAII FOODBANK | ||||||
| 2611 KILIHAU ST | HONOLULU | HI | 96819 | PC | TO PROVIDE MEALS FOR PEOPLE IN NEED | $60,000 |
| HAWAII HEALTH AND HARM REDUCTION CENTER (NEE LIFE CENTER) | ||||||
| 677 ALA MOANA BLVD 226 | HONOLULU | HI | 96813 | PC | TO PROMOTE HEALTH, WELLNESS AND FIGHTING STIGMA IN HAWAII | $65,000 |
| HAWAII INNOCENCE PROJECT | ||||||
| 2485 DOLE STREET SUITE 2016 | HONOLULU | HI | 96822 | PC | TO FREE PRISONERS WHO ARE FACTUALLY INNOCENT BUT WHO HAVE WRONGFULLY CONVICTED. | $25,000 |
| HAWAII MEALS ON WHEELS | ||||||
| 2728 HUAPALA ST 209 | HONOLULU | HI | 96822 | PC | TO PROVIDE MEALS FOR ELDERS AND INDIVIDUALS WITH DISABILITIES | $10,000 |
| HAWAII MISSION HOUSES | ||||||
| 553 S KING STREET | HONOLULU | HI | 96813 | PC | TO HELP PRESERVE HAWAII'S HISTORY | $500 |
| HAWAII PEACE AND JUSTICE | ||||||
| 2426 OAHU AVE | HONOLULU | HI | 96822 | PC | TO PROMOTE PEACE, SOCIAL JUSTICE, AND EA IN HAWAI'I THROUGH COMMUNITY ORGANIZING, POPULAR EDUCATION, ART AND NONVIOLENT DIRECT ACTION AS TOOLS FOR SOCIAL CHANGE | $10,000 |
| HAWAII PEOPLES FUND | ||||||
| 949 KAPIOLANI BLVD SUITE 107 | HONOLULU | HI | 96814 | PC | TO SUPPORT THE ORGANIZATION | $2,000 |
| HAWAII PUBLIC RADIO | ||||||
| 738 KAHEKA ST | HONOLULU | HI | 96814 | PC | TO SUPPORT THE ORGANIZATION | $6,000 |
| HAWAII SYMPHONY ORCHESTRA | ||||||
| 3610 WAIALAE AVENUE | HONOLULU | HI | 96816 | PC | TO PRESENT THE HIGHEST-QUALITY PERFORMANCES OF GREAT MUSIC. | $5,000 |
| HEALTHCARE ACROSS BORDERS | ||||||
| 433 S BEVERLY DRIVE | BEVERLY HILLS | CA | 90212 | PC | TO PROVIDE ACCESS TO ESSENTIAL REPRODUCTIVE HEALTHCARE WHICH IS VANISHING ACROSS THE COUNTRY. | $2,500 |
| HEALTHY MOTHERS HEATHY BABIES | ||||||
| 245 N KUKUI ST SUITE 102A | HONOLULU | HI | 96817 | PC | TO PROVIDE SUPPORT FOR PREGNANT WOMEN | $1,000 |
| HISTORIC HAWAII FOUNDATION | ||||||
| 680 IWILEI RD 690 | HONOLULU | HI | 96817 | PC | TO HELP PRESERVE OAHU HISTORIC PROPERTIES | $500 |
| HOIWAI FUND | ||||||
| PO BOX 4163 | HONOLULU | HI | 96812 | PC | TO SUPPORT THE ORGANIZATION | $10,000 |
| HONOLULU CIVIL BEAT | ||||||
| PO BOX 10857 | HONOLULU | HI | 96816 | PC | TO SUPPORT THE ORGANIZATION | $2,500 |
| HOWARD'S HEART | ||||||
| PO BOX 13536 | PORTLAND | OR | 97213 | PC | TO SUPPORT YOUTH NAVIGATING VULNERABLE AND TRAUMATIC TRANSITIONS IN THE FOSTER CARE SYSTEM WITH ESSENTIAL RESOURCES, LIFE SKILLS TRAINING, AND MENTORSHIP. | $2,500 |
| INSTITUTE FOR HUMAN SERVICES | ||||||
| 546 KAAAHI ST | HONOLULU | HI | 96817 | PC | TO CREATE AND OFFERE TAILORED SOLUTIONS FOR THOSE IN CRISIS, AND NURTURE HOMELESS PEOPLE TOWARD GREATER SELF-DIRECTION AND RESPONSIBILITY. | $10,000 |
| JAPANESE CULTURAL CENTER OF HAWAII | ||||||
| 2454 SOUTH BERETANIA STREET | HONOLULU | HI | 96826 | PC | TO SUPPORT JAPANESE AMERICAN COMMUNITY IN HAWAII | $250 |
| KOKUA MAU | ||||||
| 2855 E MANOA RD STE 105 PMB 177 | HONOLULU | HI | 96822 | PC | TO WEAVE A LEI OF CAREGIVING AND SUPPORT SO THAT THE PEOPLE OF HAWAII FACING SERIOUS ILLNESS CAN LIVE IN THE PLACE OF THEIR CHOICE, WITH RELEIF OF PAIN AND SUFFERING. | $2,500 |
| LEGAL AID SOCIETY OF HAWAII | ||||||
| 924 BETHEL STREET | HONOLULU | HI | 96813 | PC | TO HELP PROVIDE LEGAL AIDS | $1,000 |
| LIFE OF THE LAND | ||||||
| PO BOX 37158 | HONOLULU | HI | 96837 | PC | FOR NATURE CONSERVATION | $25,000 |
| MALAMA MANOA | ||||||
| 2016 MALAMA PL | HONOLULU | HI | 96822 | PC | TO SUPPORT THE ORGANIZATION | $500 |
| MEDIATION CENTER OF THE PACIFIC | ||||||
| 1301 YOUNG STREET 2ND FLOOR | HONOLULU | HI | 96814 | PC | TO SUPPORT THE ORGANIZATION | $500 |
| MENTAL HEALTH AMERICA | ||||||
| 500 MONTOMERY STREET SUITE820 | ALEXANDRIA | VA | 22314 | PC | TO SUPPORT MENTAL HEALTH AWARENESS | $1,000 |
| MOANALUA GARDENS FOUNDATION | ||||||
| 1414 DILLINGHAM BLVD STE 211 | HONOLULU | HI | 96817 | PC | FOR NATURE CONSERVATION | $500 |
| NAACP LEGAL DEFENSE & ED FUND | ||||||
| 40 RECTOR STREET 5TH FLOOR | NEW YORK | NY | 10006 | PC | TO SUPPORT RACIAL JUSTICE IN THE SOUTH AND BEYOND | $200,000 |
| NATURE CONSERVANCY OF HAWAII | ||||||
| 923 NUUANU AVE | HONOLULU | HI | 96817 | PC | FOR NATURE CONSERVATION | $20,000 |
| NET PAC USA | ||||||
| 201 MERCHANT ST STE 1910 | HONOLULU | HI | 96813 | PC | TO PROMOTE AN UNDERSTANDING AND APPRECIATION OF ASIA AND THE PACIFIC ISLAND CULTURES THROUGH THEIR FILM. | $5,000 |
| OREGON FOOD BANK | ||||||
| 7900 NE 33RD DR | PORTLAND | OR | 97211 | PC | TO PROVIDE MEALS FOR PEOPLE IN NEED | $50,000 |
| PBS HAWAII | ||||||
| 315 SAND ISLAND ACCESS ROAD | HONOLULU | HI | 96819 | PC | TO SUPPORT THE ORGANIZATION | $1,000 |
| PORTLAND NEW FAMILY FUND | ||||||
| 1219 SW PARK AVE | PORTLAND | OR | 97205 | PC | TO SUPPORT THE ORGANIZATION | $30,000 |
| PROJECT VISION HAWAII | ||||||
| PO BOX 23212 | HONOLULU | HI | 96823 | PC | TO PROVIDE HEALTHCARE FOR THOSE IN NEED | $50,000 |
| SANTA FE FILM INSTITUTE | ||||||
| 418 MONTEZUMA AVE | SANTA FE | NM | 87501 | PC | TO ADVANCE INDEPENDENT FILM, FILMMAKING, AND SUPPORT LOCAL YOUTH | $10,000 |
| SEEDING JUSTICE | ||||||
| PO BOX 12489 | PORTLAND | OR | 97212 | PC | TO SUPPORT THE ORGANIZATION | $75,000 |
| SHELBURNE FARMS | ||||||
| 1611 HARBOR RD | SHELBURNE | VT | 05482 | PC | TO SUPPORT CHILDREN GROW INTO RESPONSIBLE CITIZENS WHO ARE CONNECTED TO THEIR PLACE AND CARE ABOUT COMMUNITY AND THE PLANET. | $1,500 |
| SIERRA CLUB FOUNDATION | ||||||
| 2101 WEBSTER ST SUITE 1250 | OAKLAND | CA | 94612 | PC | FOR NATURE CONSERVATION | $500 |
| SLOW FOOD USA | ||||||
| 9322 3RD AVE 402 | BROOKLYN | NY | 11209 | PC | TO SUPPORT THE ORGANIZATION | $10,000 |
| STOWE LAND TRUST | ||||||
| 6 SUNSET ST | STOWE | VT | 05672 | PC | TO CONSERE THE LAND AND WATERS AND TO ENHANCE QUALITY OF LIFE FOR ALL CONNECTED TO THE STOWE AREA. | $1,500 |
| SUSANNAH WESLEY COMMUNITY CENTER | ||||||
| 1117 KALIHI ST 3432 | HONOLULU | HI | 96819 | PC | TO SUPPORT THE ORGANIZATION | $500 |
| THE MERWIN CONSERVANCY | ||||||
| PO BOX 809 | HAIKU | HI | 96708 | PC | TO SUPPORT THE ORGANIZATION | $500 |
| THE OUTDOOR CIRCLE | ||||||
| 1314 S KING STREET SUITE306 | HONOLULU | HI | 96814 | PC | FOR NATURE CONSERVATION | $1,000 |
| THE SALVATION ARMY HI | ||||||
| 2950 MANOA RD | HONOLULU | HI | 96822 | PC | TO SUPPORT THE ORGANIZATION | $2,500 |
| TIDES FOUNDATION | ||||||
| 1012 TORNEY AVENUE | SAN FRANCISCO | CA | 94129 | PC | TO SUPPORT SOCIAL JUSTICE | $1,000 |
| UH FOUNDATION - ART DEPARTMENT STUDENT AID FUND | ||||||
| 2444 DOLE STREET BACHMAN HALL 105 | HONOLULU | HI | 96822 | PC | TO PROVIDE SCHOLARSHIP ASSISTANCE TO STUDENTS ENROLLED IN THE ART DEPARTMENT AT THE UNIVERSITY OF HAWAI'I | $500 |
| UH FOUNDATION - FOR REFUGEE AND IMMIGRATION LAW CLINIC | ||||||
| 2444 DOLE STREET BACHMAN HALL 105 | HONOLULU | HI | 96822 | PC | TO SUPPORT PROGRAM THAT PROVIDES LEGAL INFORMATION AND REPRESENTATION FOR THOSE IN THE ISLAND COMMUNITY SEEKING REFUGE AND ASYLUM, AS WELL AS HELP WITH OTHER IMMIGRATION ISSUES. | $5,000 |
| UH FOUNDATION - HAWAII INNOCENCE PROJECT | ||||||
| 2444 DOLE STREET BACHMAN HALL 105 | HONOLULU | HI | 96822 | PC | TO SUPPORT THE ORGANIZATION | $13,829 |
| UNIVERSITY OF TEXAS | ||||||
| 1900 RED RIVER ST | AUSTIN | TX | 78712 | PC | TO SUPPORT THE ORGANIZATION | $250,000 |
| UNRWA | ||||||
| 1875 K STREET NW FOURTH FLOOR | WASHINGTON | DC | 20006 | PC | TO SUPPORT RELIEF AND HUMAN DEVELOPMENT OF PALESTINIAN REFUGEES. | $25,000 |
| VOLUNTEER LEGAL SERVICES HAWAII | ||||||
| 545 QUEEN ST 100 | HONOLULU | HI | 96813 | PC | TO AID VOLUNTEER LEGAL SERVICES | $5,000 |
| WAIKIKI HEALTH | ||||||
| 277 OHUA AVE | HONOLULU | HI | 96815 | PC | FOR HEALTH PROGRAMS | $30,000 |
| WCRC | ||||||
| 2908 ELLSORTH STREET | BERKELEY | CA | 94705 | PC | TO SUPPORT WOMEN'S CANCER RESOURCE CENTER | $1,000 |
| WOMEN CROSS DMZ | ||||||
| PO BOX 61042 | HONOLULU | HI | 96839 | PC | TO SUPPORT THE ORGANIZATION | $10,000 |
| WOMEN'S FUND OF HAWAII | ||||||
| 1802 KEEAUMOKU ST | HONOLULU | HI | 96822 | PC | TO AID WOMEN IN POVERTY | $30,000 |
| YMCA O'AHU | ||||||
| 1040 RICHARDS STREET | HONOLULU | HI | 96813 | PC | TO HELP ELIMINATE RECISM AND EMPOWER WOMEN | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,295,079 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,621 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37,426 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $138 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $368,309 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $408,494 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $408,494 | TotalIncomeProducingActyAmt |
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 |
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 | PAMELA LICHTY REVOCABLE LIVING TRUS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3022 LA PIETRA CIRCLE | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96815 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $50,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $4,712 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS | StockNm |
| EOY Book Value | $20,228 | EOYBookValueAmt |
| EOYFMV | $35,518 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $97,549 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $99,327 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $71,913 | BookValueAmt |
| EOYFMV | $106,212 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $138 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $138 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $138 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ADJUSTMENT | Desc |
| Amt | $3,120 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $21,076 | Amt |
| Net Investment Income | $21,076 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN | $588 | $588 | $0 | $0 |
| FEDERAL | $2,291 | $2,291 | $0 | $0 |
Comments