TRADEWIND GROUP FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
TRADEWIND GROUP FOUNDATION (EIN 71-0894475)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-03-20
IRS object ID
202320799349100057
Schema version
2022v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-03-20T14:29:18-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN261659234PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CW ASSOCIATES CPASBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1700 BISHOP STREET SUITE 1040AddressLine1Txt
CityHONOLULUCityNm
State AbbreviationHIStateAbbreviationCd
ZIP96813ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN710894475EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ISLAND INSURANCE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlISLABusinessNameControlTxt
Phone8085648309PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1201 MERCHANT STREET 2000AddressLine1Txt
CityHONOLULUCityNm
State AbbreviationHIStateAbbreviationCd
ZIP96813ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDANA M TOKIOKAPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8085648309PhoneNum
Signature2023-03-20SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDANAPersonFirstNm
Person LastTOKIOKAPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARK A HAYESPreparerPersonNm
PTINP00085205PTIN
Phone8085311040PhoneNum
Preparation2023-03-20PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$22,874,532FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$813,889DividendsRevAndExpnssAmt
Dividends Net Invst Incm$813,889DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$18,850NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,526,809GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$18,850CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$2,000OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$834,739TotalRevAndExpnssAmt
Total Net Invst Incm$832,739TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$43,924CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$21,962CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$21,962CompOfcrDirTrstDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$4,539PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$2,269PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$2,270PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,675AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$837AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$838AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$970OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$485OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$485OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$24,902TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$3,182TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$1,591TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$1,591TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,230OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$615OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$615OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$80,422TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$27,759TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$27,761TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,227,781ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,227,781ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,308,203TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$27,759TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$1,255,542TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$473,464ExcessRevenueOverExpensesAmt
Net Investment Income$804,980NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Corporate Stock BOY$25,997,992CorporateStockBOYAmt
Corporate Stock EOY$21,980,795CorporateStockEOYAmt
Corporate Stock EOYFMV$21,980,795CorporateStockEOYFMVAmt
Other Investments BOY$1,567,471OtherInvestmentsBOYAmt
Other Investments EOY$844,286OtherInvestmentsEOYAmt
Other Investments EOYFMV$844,286OtherInvestmentsEOYFMVAmt
Other Assets BOY$10,244OtherAssetsBOYAmt
Other Assets EOY$49,451OtherAssetsEOYAmt
Other Assets EOYFMV$49,451OtherAssetsEOYFMVAmt
Total Assets BOY$27,575,707TotalAssetsBOYAmt
Total Assets EOY$22,874,532TotalAssetsEOYAmt
Total Assets EOYFMV$22,874,532TotalAssetsEOYFMVAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$22OtherLiabilitiesEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$22TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$27,575,707RetainedEarningBOYAmt
Retained Earning EOY$22,874,510RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$27,575,707TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$22,874,510TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$27,575,707TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$22,874,532TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$27,575,707TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$473,464ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$27,102,243SubtotalAmt
Other Decreases$4,227,733OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$22,874,510TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
Gross Sales Price$1,526,809GrossSalesPriceAmt
Cost Or Other Basis$1,507,959CostOrOtherBasisAmt
Gain Or Loss$18,850GainOrLossAmt
Gains Minus Excess Or Losses$18,850GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$18,850CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$18,850NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$11,189InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$11,189SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$11,189TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$15,800EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$15,800TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$4,611OverpaymentAmt
Applied To ES Tax$4,611AppliedToESTaxAmt
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 BooksISLAND INSURANCE FOUNDATIONIndividualWithBooksNm
Phone8085648309PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1201 MERCHANT ST SUITE 2000AddressLine1Txt
CityHONOLULUCityNm
State AbbreviationHIStateAbbreviationCd
ZIP96813ZIPCd
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 (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
FRANKLIN M TOKIOKA
201 MERCHANT STREET SUITE 2000HONOLULUHI96813INCORPORATOR/DIRECTOR1.00$0$0$0
COLBERT M MATSUMOTO
PO BOX 1520HONOLULUHI96806CHAIRMAN/DIRECTOR1.00$0$0$0
LIONEL Y TOKIOKA
1022 BETHEL STREETHONOLULUHI96813DIRECTOR1.00$0$0$0
TYLER M TOKIOKA
1022 BETHEL STREETHONOLULUHI96813SECRETARY/DIRECTOR1.00$0$0$0
SCOTT A KUIOKA
1022 BETHEL STREETHONOLULUHI96813TREASURER1.00$0$0$0
DANA M TOKIOKA
201 MERCHANT STREET SUITE 2050HONOLULUHI96813PRESIDENT/EXECUTIVE DIRECTOR10.00$43,924$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

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$24,523,533AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$24,523,533TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$24,523,533AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$367,853CashDeemedCharitableAmt
Net Vl Noncharitable Assets$24,155,680NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,207,784MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,207,784MinimumInvestmentReturnAmt
Tax Based On Investment Income$11,189TaxBasedOnInvestmentIncomeAmt
Total Tax$11,189TotalTaxAmt
Distributable Before Adj$1,196,595DistributableBeforeAdjAmt
Recoveries Qualfied Distri$2,000RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,198,595DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,198,595DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,255,542ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,255,542QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,198,595DistributableAsAdjustedAmt
Undistributed Income PY$1,185,210UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$1,255,542QualifyingDistributionsAmt
Applied To Year1$1,185,210AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$70,332AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$1,128,263UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonISLAND INSURANCE FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1201 MERCHANT ST SUITE 2000AddressLine1Txt
CityHONOLULUCityNm
State AbbreviationHIStateAbbreviationCd
ZIP96813ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8085648309RecipientPhoneNum
Form And Info And MaterialsLETTER TO FOUNDATION STATING REQUEST AND PURPOSE OF ORGANIZATIONFormAndInfoAndMaterialsTxt
Submission DeadlinesOPEN YEAR ROUNDSubmissionDeadlinesTxt
Restrictions On AwardsN/ARestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (115 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AFTER-SCHOOL ALL-STARS HAWAII
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$3,760
ALZHEIMER'S ASSOCIATION
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$13,705
AMERICAN HEART ASSOCIATION
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$57,825
AMERICAN HUMANE ASSOCIATION
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$26
AMERICAN RED CROSS
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$2,500
BALLET HAWAII
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$5,000
BLESSED HOPE CHRISTIAN MISSION
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$500
BOYS AND GIRLS CLUB OF HAWAII
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$200
CAT PEOPLE OF OAHU
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$50
CAT FRIENDS
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$25
CENTER FOR TOMORROW'S LEADERS
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$50,000
DAIHONZAN CHOZEN-JI
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$29,060
DENSHO
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$10,000
DIAMOND HEAD THEATER
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$6,800
DOMESTIC VIOLENCE ACTION CENTER
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$100
DOWNTOWN ARTS CENTER
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$5,000
DYNAMIC COMMUNITY SOLUTIONS
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$50,000
EASTER SEALS
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$4,000
FILIPINO COMMUNITY CENTER
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$4,000
FOUNDATION FOR MARYKNOLL SCHOOL
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$500
FRIENDS OF IOLANI PALACE
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$3,500
GIRL SCOUT COUNCIL OF HAWAII
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$4,280
GO FOR BROKE NATIONAL EDUCATION CENTER
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$3,000
GOODWILL INDUSTRIES OF HAWAII INC
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$5,900
GRASSROOTS INSTITUTE OF HAWAII
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$10,000
HANAYAGI DANCING ACADEMY HAWAII FOUNDATION
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$1,000
HANDS IN HELPING OUT
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$4,000
HAWAII ACADEMY OF SCIENCE
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$5,000
HAWAII ALLIANCE OF NONPROFIT ORGANIZATIONS
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$1,500
HAWAII BAPTIST ACADEMY
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$100
HAWAII CIVIL BEAT
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$2,635
HAWAII COMMUNITY FOUNDATION
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$10,200
HAWAII EXECUTIVE COLLABORATIVE
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$115,900
HAWAII FOODBANK
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$526
HAWAII LITERACY INC
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$25
HAWAII MEALS ON WHEELS
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$100
HAWAII PACIFIC UNIVERSITY
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$5,000
HAWAII PUBLIC RADIO
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$25,100
HAWAII SYMPHONY ORCHESTRA
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$5,000
HAWAII UNITED OKINAWA ASSN
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$10,000
HAWAII WOMEN'S LEGAL
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$3,800
HAWAII YOUTH SYMPHONY
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$7,500
HAWAIIAN HUMANE SOCIETY
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$4,354
HELPING HANDS HAWAII
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$5,000
HONOLULU CHRISTIAN CHURCH
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$500
HONOLULU CIVIL BEAT INC
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$100
HONOLULU THEATRE FOR YOUTH
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$3,500
HONOLULU ZOO SOCIETY
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$2,500
HONPA HONGWANJI MISSION OF HAWAII
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$5,249
HOSPICE HAWAII (NAVIAN HAWAII)
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$1,396
HOUSING HAWAII'S FUTURE
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$20,000
INNOVATIVE CONCEPTS AN EVERY NATION CHURCH
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$75
INSTITUTE OF HUMAN SERVICES
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$200
INTERNATIONAL JAPANESE CHRISTIAN CHURCH
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$550
IOLANI SCHOOL
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$750
ISCS HAWAII CHAPTER
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$5,000
JAPANAMERICA SOCIETY OF HAWAII
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$12,012
JAPANESE AMERICAN CITIZENS LEAGUE
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$2,231
JAPANESE AMERICAN NATIONAL MUSEUM
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$30,000
JAPANESE CULTURAL CENTER OF HAWAII
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$11,036
KAHO'OMIKI
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$2,500
KAMP HAWAII (KIDS AT-RISK MENTORING PROGRAM)
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$5,500
KAUAI INDEPENDENT FOOD BANK
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$250
KIDS HURT TOO HAWAII
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$100
KUAKINI FOUNDATION
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$2,250
KUMU KAHUA THEATRE
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$5,000
KUPU
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$15,000
LANAI CAT SANCTUARY
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$103
LANAKILA PACIFIC (MEALS ON WHEELS)
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$5,111
LHES FOUNDATION
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$10,000
MASNTAKUJI MISSION OF PAIA MAUI
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$250
MENTAL HEALTH AMERICA OF HAWAII
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$100
MICHAELS COMMUNITY SERVICE CORPORATION
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$2,500
MID PACIFIC INSTITUTE
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$100
MOTHERS AGAINST DRUNK DRIVING
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$1,550
NA KOA MANU CONSERVATION INC
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$25
NATIONAL KIDNEY FOUNDATION
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$2,500
NISEI VETERANS LEGACY
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$1,000
NISEI VETERANS MEMORIAL CENTER
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$3,500
OAHU ECONOMIC DEVELOPMENT BOARD
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$25,000
PACIFIC AND ASIAN AFFAIRS COUNCIL (PAAC)
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$4,700
PACIFIC BUDDHIST ACADEMY
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$5,000
PACIFIC INTERNATIONAL CENTER FOR HIGH TECHNOLOGY RESEARCH
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$10,000
PAUAHI FOUNDATION
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$900
PAWS OF HAWAII
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$300
PUBLIC SCHOOLS OF HAWAII FOUNDATION
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$85,000
PURPLE MAI'A FOUNDATION
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$5,002
ST ANDREW'S SCHOOLS (FKA ST ANDREW'S PRIORY)
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$10,500
SHELDRICK WILDLIFE TRUST USA
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$103
SHIDLER ALUMNI ASSOCIATION
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$6,818
SHRM FOUNDATION
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$250
SPECIAL OLYMPICS HAWAII
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$104
STRAUB FOUNDATION
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$100,000
SURFRIDER SPIRIT SESSIONS
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$100
SUSAN G KOMEN FOR THE CURE
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$103
TAIKO ARTS CENTER
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$2,000
TAX FOUNDATION
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$2,500
TEACH FOR AMERICA
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$15,000
THE PANTRY
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$300
UNITED JAPANESE SOCIETY OF HAWAII
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$830
UNITED STATES JAPAN COUNCIL
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$75,000
UNIVERSITY OF HAWAII FOUNDATION
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$100
UNIVERSITY OF HAWAII FOUNDATION - UHERO
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$50,000
UNIVERSITY OF HAWAII FOUNDATION - MEN'S BASKETBALL
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$9,092
UNIVERSITY OF HAWAII FOUNDATION - SHIDLER SCHOOL OF BUSINESS (PACE PITCH)
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$150,000
UNIVERSITY OF HAWAII FOUNDATION - TITLE IX
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$8,245
UNIVERSITY OF HAWAII FOUNDATION - UH WARRIOR FOOTBALL
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$10,000
UNIVERISTY OF PORTLAND
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$200
WAI'ALAE SCHOOL
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$250
WEST MAUI IMPROVEMENT FOUNDATION INC
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$10,000
WILDLIFE SOS
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$25
WOUNDED WARRIORS PROJECT
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$25
YOUNG OKINAWANS OF HAWAII
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$1,000
YOUTH IMPACT PROGRAM
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$6,000
YWCA OF OAHU
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$4,425
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,227,781TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
HANDS IN HELPING OUT
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$16,000
PACIFIC ASIAN CENTER FOR ENTERPRENEURSHIP
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$50,000
AMERICAN HEART ASSOCIATION
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$50,000
KUPU
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$22,500
STRAUB FOUNDATION
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$150,000
HAWAII EXECUTIVE COLLABORATIVE
201 MERCHANT ST SUITE 2000HONOLULUHI96813N/A501(C)(3)EXEMPT PURPOSES OF THE ORGANIZATION$100,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$388,500TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$813,889ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$18,850ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescRETURN OF GRANTDesc
Related Or Exempt Function Incm$2,000RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$832,739ExclusionAmt
Related Or Exempt Function Incm$2,000RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$834,739TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number11LineNumberTxt
Relationship StatementRETURN OF GRANTRelationshipStatementTxt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,675Amt
Net Investment Income$837NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$838DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockRAYMOND JAMESStockNm
EOY Book Value$21,980,795EOYBookValueAmt
EOYFMV$21,980,795EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemRAYMOND JAMESCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$844,286BookValueAmt
EOYFMV$844,286EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescACCRUED INVESTMENT INCOMEDesc
BOY Book Value$10,244BOYBookValueAmt
EOY Book Value$49,451EOYBookValueAmt
EOYFMV$49,451EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescCHANGE IN UNREALIZED GAINS (LOSSES)Desc
Amt$4,227,733Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BUSINESS MILEAGE/PARKING$194$97$0$97
INSURANCE$230$115$0$115
MISCELLANEOUS$6$3$0$3
MEALS$800$400$0$400

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescRETURN OF GRANTDesc
Revenue And Expenses Per Books$2,000RevenueAndExpensesPerBooksAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescPAYROLL EXPENSE PAYABLEDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$22EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGER & BANK FEESCategoryTxt
Amt$970Amt
Net Investment Income$485NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$485DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL INCOME TAX - CURRENTCategoryTxt
Amt$24,902Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
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.