BETA

LGA FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
LGA FAMILY FOUNDATION (EIN 94-3260209)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-09-19
IRS object ID
202342629349101504
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)
Return2023-09-19T14:36:53-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN990033900PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BANK OF HAWAIIBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 3170 DEPT 715AddressLine1Txt
CityHONOLULUCityNm
State AbbreviationHIStateAbbreviationCd
ZIP968023170ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN943260209EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LGA FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLGAFBusinessNameControlTxt
Phone8086944540PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CO BANK OF HAWAII PO BOX 3170AddressLine1Txt
CityHONOLULUCityNm
State AbbreviationHIStateAbbreviationCd
ZIP968023170ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonFRANK C ATHERTONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8086944540PhoneNum
Signature2023-07-18SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstFRANKPersonFirstNm
Person LastATHERTONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMUHAMMAD MANSOORIPreparerPersonNm
PTINP00545176PTIN
Phone8086944478PhoneNum

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$31,655,920FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$65,553InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$65,553InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$379,392DividendsRevAndExpnssAmt
Dividends Net Invst Incm$379,392DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$581,920NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$665,000GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$581,920CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,026,865TotalRevAndExpnssAmt
Total Net Invst Incm$1,026,865TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,009AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,203AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,806AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$38,767OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$19,384OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$19,383OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$3,500TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$6OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$6OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$46,282TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$20,587TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$22,195TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,935,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,935,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,981,282TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$20,587TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,957,195TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$954,417ExcessRevenueOverExpensesAmt
Net Investment Income$1,006,278NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$54,013CashBOYAmt
Cash EOY$66,746CashEOYAmt
Cash EOYFMV$66,746CashEOYFMVAmt
Sav And Temp Cash Invst BOY$4,640,987SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,756,917SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,756,917SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$8,544,172OtherInvestmentsBOYAmt
Other Investments EOY$8,461,092OtherInvestmentsEOYAmt
Other Investments EOYFMV$27,832,257OtherInvestmentsEOYFMVAmt
Total Assets BOY$13,239,172TotalAssetsBOYAmt
Total Assets EOY$12,284,755TotalAssetsEOYAmt
Total Assets EOYFMV$31,655,920TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$13,239,172CapitalStockBOYAmt
Capital Stock EOY$12,284,755CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$13,239,172TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$12,284,755TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$13,239,172TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$12,284,755TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$13,239,172TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$954,417ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$12,284,755SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$12,284,755TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
Property7000 SHS OF CERNER CORPPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2005-11-17AcquiredDt
Sold2022-06-09SoldDt
Gross Sales Price$665,000GrossSalesPriceAmt
Cost Or Other Basis$83,080CostOrOtherBasisAmt
Gain Or Loss$581,920GainOrLossAmt
Gains Minus Excess Or Losses$581,920GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$581,920CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$13,987InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$13,987SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$13,987TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$7,421EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$15,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$22,421TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$8,434OverpaymentAmt
Applied To ES Tax$8,434AppliedToESTaxAmt
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 BooksBANK OF HAWAIIIndividualWithBooksNm
Phone8086944540PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1111 S KING STREETAddressLine1Txt
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
FRANK C ATHERTON II
PO BOX 3170HONOLULUHI968023170PRES/DIR1.00$0$0$0
BALBI A BROOKS
PO BOX 3170HONOLULUHI968023170TREAS/DIR0.00$0$0$0
MARJORY A NEWELL
PO BOX 3170HONOLULUHI968023170SEC/DIR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

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$30,442,009AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$4,603,150AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$35,045,159TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$35,045,159AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$525,677CashDeemedCharitableAmt
Net Vl Noncharitable Assets$34,519,482NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,725,974MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,725,974MinimumInvestmentReturnAmt
Tax Based On Investment Income$13,987TaxBasedOnInvestmentIncomeAmt
Total Tax$13,987TotalTaxAmt
Distributable Before Adj$1,711,987DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,711,987DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,711,987DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,957,195ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,957,195QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,711,987DistributableAsAdjustedAmt
Undistributed Income PY$844,401UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$1,957,195QualifyingDistributionsAmt
Applied To Year1$844,401AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,112,794AppliedToCurrentYearAmt
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$599,193UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN RED CROSS OF HAWAII
4155 DIAMOND HEAD ROAD HONOLULU HI96816HONOLULUHI96816PUBLIC CHARITYFOR GENERAL SUPPORT$50,000
BISHOP MUSEUM
1525 BERNICE STHONOLULUHI96817PUBLIC CHARITYFOR BACKYARD ADVENTURES EXHIBITION 11/19/22-8/20/23$50,000
BOOK TRUST
191 UNIVERSITY BLVD SUITE 527DENVERCO80206PUBLIC CHARITYFOR PROGRAMS IN HAWAII$50,000
CASTLE ROCK PARKS AND TRAILS FOUNDATION
PO BOX 724CASTLE ROCKCO80104PUBLIC CHARITYFOR THE POSSIBILITIES PLAYGROUND$300,000
DANIEL ROBERT SAYERS MEMORIAL FOUNDATION
PO BOX 1285KAILUA KONAHI96745PUBLIC CHARITYFOR THE PURCHASE OF 2 SAFETY CRAFT & TRAINING$75,000
DOWNTOWN WOMEN'S CENTER
442 SAN PEDRO STLOS ANGELESCA90013PUBLIC CHARITYFOR GENERAL PROGRAM SUPPORT$30,000
FRIENDS OF THE FUTURE
PO BOX 2655KAMUELAHI96743PUBLIC CHARITYFOR THE TUTU'S HOUSE PROGRAM$50,000
HAWAII PREPARATORY ACADEMY
65-1692 KOHALA MOUNTAIN ROADKAMUELAHI967438476PUBLIC CHARITYFOR GATES PERFORMING ARTS CENTER GUTTER & DOWNSPOUT REPAIR/REPLACEMENT$75,000
HAWAII PUBLIC RADIO
738 KAHEKA STREETHONOLULUHI968143726PUBLIC CHARITYFOR GENERAL SUPPORT$20,000
ISLAND CONSERVATION
630 WATER STREETSANTA CRUZCA95060PUBLIC CHARITYPROTECTING BIODIVERSITY ON TETI'AROA ATOLL & KAHO'OLAWE$50,000
KONA HISTORICAL SOCIETY
PO BOX 398CAPTAIN COOKHI96704PUBLIC CHARITYFOR 2022 SUMMER YOUTH PROGRAM HOOLINA$20,000
LA REGIONAL FOOD BANK
1734 EAST 41ST STREETLOS ANGELESCA90058PUBLIC CHARITYFOR GENERAL PROGRAM SUPPORT$25,000
LONG BEACH DAY NURSERY
1548 CHESTNUT AVENUELONG BEACHCA90813PUBLIC CHARITYPHASE 3 EXPANSION OF WEST BRANCH EARLY CHILDHOOD EDUCATION SERVICES$50,000
LONG BEACH PUBLIC LIBRARY FOUNDATION
200 W BROADWAYLONG BEACHCA90802PUBLIC CHARITYFOR ADAPTIVE TECHNOLOGY TO BENEFIT THOSE WITH DISABILITIES$30,000
MANOA HERITAGE CENTER
2856 OAHU AVENUEHONOLULUHI96822PUBLIC CHARITYUNRESTRICTED IN MEMORY OF MARY COOKE$5,000
MY FRIEND'S PLACE
PO BOX 387HOLLYWOODCA90078PUBLIC CHARITYFOR GENERAL PROGRAM SUPPORT$25,000
PARKER SCHOOL
65-1224 LINDSEY ROADKAMUELAHI96743PUBLIC CHARITYFOR THE SMART COMPLEX CAMPAIGN$50,000
PRECIOUS LAMB PRESCHOOL INC
2005 PALO VERDE AVE PMB 301LONG BEACHCA90815PUBLIC CHARITYNEW HOME CAMPAIGN REMODELING PROPERTY TO EXPAND PRESCHOOL AND ADD PLAYGROUND$50,000
PUNAHOU SCHOOL
1601 PUNAHOU STREETHONOLULUHI96822PUBLIC CHARITYFOR THE ACADEMY LEARNING COMMONS PROJECT$500,000
RANCHO LOS CERRITOS FOUNDATION
4600 VIRGINIA RDLONG BEACHCA90807PUBLIC CHARITYEDUCATIONAL INITIATIVE REIMAGINING ADOBE DAYS REVISITED$30,000
REHABILITATION HOSPITAL OF THE PACIFIC
226 NORTH KUAKINI STREETHONOLULUHI96817PUBLIC CHARITYFOR REBUILDING LIVES THROUGH NURSING/THERAPY EQUIPMENT$50,000
THE NATURE CONSERVANCY
923 NUUANU AVENUEHONOLULUHI96817PUBLIC CHARITYFOR PALMYRA - BOKIKOKIKO & GUAM KINGFISHER PROJECT$100,000
UNIVERSITY OF COLORADO FOUNDATION
13001 EAST 17TH PLACE SUITE WG110AURORACO80045PUBLIC CHARITYGATES GRUBSTAKES FUND$200,000
AMERICAN RED CROSS - LOS ANGELES REGION
1450 SOUTH CENTRAL AVELOS ANGELESCA90021PUBLIC CHARITYFOR ASSISTANCE WITH CALIFORNIA WILDFIRES$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,935,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$65,553ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$379,392ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$581,920ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,026,865ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,026,865TotalIncomeProducingActyAmt

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)
CategoryTAX PREP FEESCategoryTxt
Amt$4,009Amt
Net Investment Income$1,203NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,806DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (10 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
001055102 AFLAC INC 2000 SHSAT COST$47,075$143,880
002824100 ABBOTT LABORATORIES 1000 SHSAT COST$23,518$109,790
00287Y109 ABBVIE INC 1000 SHSAT COST$25,048$161,610
053015103 AUTOMATIC DATA PROCESSING INC 2000 SHSAT COST$74,143$477,720
311900104 FASTENAL CO 4000 SHSAT COST$40,162$189,280
46090E103 INVESCO QQQ TRUST SERIES 1 ETF 25355 SHSAT COST$1,499,976$6,751,529
46137V464 INVESCO S&P MIDCAP MOMENTUM ETF 50000 SHSAT COST$1,199,740$3,765,000
464287556 ISHARES BIOTECHNOLOGY ETF 2847 SHSAT COST$99,898$373,783
78462F103 SPDR S&P 500 ETF TRUST 37570 SHSAT COST$4,999,822$14,367,895
922908736 VANGUARD GROWTH ETF 7000 SHSAT COST$451,710$1,491,770

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescANNUAL REPORT - DCCADesc
Revenue And Expenses Per Books$6RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$6DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryFUND MANAGEMENTCategoryTxt
Amt$38,767Amt
Net Investment Income$19,384NetInvestmentIncomeAmt
Disbursements Charitable Prps$19,383DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAX PAID FOR 2021CategoryTxt
Amt$3,500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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