HOEA THE FOUNDATION: Form 990EZ, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
HOEA THE FOUNDATION (EIN 46-4730871)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-11
IRS object ID
202203159349202925
Schema version
2021v4.2
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)
Return2022-11-11T19:28:35-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN990224276PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1TRUSTA AACBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11003 BISHOP ST STE 1700AddressLine1Txt
CityHONOLULUCityNm
State AbbreviationHIStateAbbreviationCd
ZIP96813ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN464730871EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HO'EA - THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHOEABusinessNameControlTxt
Phone8089494477PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1555 SOUTH STREET 104AddressLine1Txt
CityHONOLULUCityNm
State AbbreviationHIStateAbbreviationCd
ZIP96813ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEric FujimotoPersonNm
Person TitlePresidentPersonTitleTxt
Phone8089494477PhoneNum
Signature2022-11-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstEricPersonFirstNm
Person LastFujimotoPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonYINEN HUANGPreparerPersonNm
PTINP01506336PTIN
Phone8085248080PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Website AddressN/AWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$66,335GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$22,434ContributionsGiftsGrantsEtcAmt
Investment Income$1,941InvestmentIncomeAmt
Sale Of Assets Gross$25,110SaleOfAssetsGrossAmt
Cost Or Other Basis Expense Sale$6,995CostOrOtherBasisExpenseSaleAmt
Gain Or Loss From Sale Of Assets$18,115GainOrLossFromSaleOfAssetsAmt
Other Revenue Total$16,850OtherRevenueTotalAmt
Total Revenue$59,340TotalRevenueAmt
Grants And Similar Amounts Paid$47,236GrantsAndSimilarAmountsPaidAmt
Other Expenses Total$162OtherExpensesTotalAmt
Total Expenses$47,398TotalExpensesAmt
Excess Or Deficit For Year$11,942ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$206,348NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$218,290NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$72,379BOYAmt
EOY$56,782EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$133,969BOYAmt
EOY$161,508EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$206,348BOYAmt
EOY$218,290EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$206,348BOYAmt
EOY$218,290EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeThe specific purpose of Ho'ea - The Foundation is to provide grants to selected charitable, religious, and educational organizations that have demonstrated dedication and excellence in their respective mission. As a policy of the Foundation, all recipient organizations must be organized as either a nonprofit foundation or a corporation which is operated exclusively for charitable purposes and which has established its status as a tax-exempt organization and a public charity under Section50l(c)(3) and 509(a) of the Internal Revenue Code.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomHo'ea - The Foundation made a total contribution or grant in the amount of $47,236 to 5 different nonprofit organizations in the year 2021.DescriptionProgramSrvcAccomTxt
Grants And Allocations$47,236GrantsAndAllocationsAmt
Program Service Expenses$0ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$0TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (5 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Eric Fujimoto
President/Director2.00$0$0$0
Vaughn Victorino
Treasurer/Secretary/Direct2.00$0$0$0
Lynne Kaneshiro
Director2.00$0$0$0
Marie Imanaka
Director2.00$0$0$0
Jill Misawa
Director2.00$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldHIStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonEric FujimotoPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1555 South Street STE 104AddressLine1Txt
CityHonoluluCityNm
State AbbreviationHIStateAbbreviationCd
ZIP96813ZIPCd
FieldValueIRS element (for citing)
Phone8089494477PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
School Operating0SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (1)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$25,350CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$51,693CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$53,751CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$86,913CurrentTaxYearMinus1YearAmt
Current Tax Year$22,396CurrentTaxYearAmt
Total$240,103TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$25,350CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$51,693CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$53,751CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$86,913CurrentTaxYearMinus1YearAmt
Current Tax Year$22,396CurrentTaxYearAmt
Total$240,103TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$110,240SubstantialContributorsTotAmt
Public Support Total170$129,863PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$462CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$660CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$947CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$982CurrentTaxYearMinus1YearAmt
Current Tax Year$1,941CurrentTaxYearAmt
Total$4,992TotalAmt
FieldValueIRS element (for citing)
Total Support$245,095TotalSupportAmt
Public Support CY1700.52980PublicSupportCY170Pct
Public Support PY1700.56270PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind
Public Support PY5090.28970PublicSupportPY509Pct
Investment Income PY0.01450InvestmentIncomePYPct

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (12 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990-EZ, Part I, Line 4 - Other Investment IncomeDescription: Dividend. Amount: 1,933. Description: Interest. Amount: 8. Total Included on Form 990-EZ, line 4: 1,941.
Form 990-EZ, Part I, Line 8 - Other RevenueDescription: Unrealized gain from investment. Amount: 16,850.
Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts PaidActivity Classification: . Grantee Name: AIA Honolulu. Date of Gift: 12/22/21. Amount Given: 500.
Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts PaidActivity Classification: . Grantee Name: Chaminade University. Date of Gift: 12/14/21. Amount Given: 3,000.
Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts PaidActivity Classification: . Grantee Name: Center for Tomorrow's Leader. Date of Gift: 10/19/21. Amount Given: 2,500.
Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts PaidActivity Classification: . Grantee Name: Reece Toyama Foundation . Date of Gift: 10/18/21. Amount Given: 2,500.
Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts PaidActivity Classification: . Grantee Name: Chaminade University. Date of Gift: 10/13/21. Amount Given: 1,500.
Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts PaidActivity Classification: . Grantee Name: Chaminade University. Date of Gift: 03/12/21. Amount Given: 2,500.
Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts PaidActivity Classification: . Grantee Name: UH Foundation. Date of Gift: 07/19/21. Amount Given: 3,500.
Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts PaidActivity Classification: . Grantee Name: UH Foundation. Date of Gift: 12/31/21. Amount Given: 31,236. Total included on Form 990-EZ, line 10: 47,236.
Form 990-EZ, Part I, Line 16 - Other ExpensesDescription: Investment management fees. Amount: 125. Description: Service charges. Amount: 37. Total to Form 990-EZ, line 16: 162.
Form 990-EZ, Part II, Line 24 - Other AssetsDescription: Marketable securities. Beg. of Year Amount: 133,879. End of Year Amount: 161,418. Description: Prepaid federal tax. Beg. of Year Amount: 90. End of Year Amount: 90.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationThe organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.DeclarationDesc

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