FROST FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- FROST FAMILY FOUNDATION (EIN 27-3374284)
- Tax period
- 2021-09-01 to 2022-08-31
- Filed
- 2022-12-21
- IRS object ID
- 202223559349100212
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-12-21T16:19:41-06:00 | ReturnTs |
| Tax Period End | 2022-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263910260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEALTH MANAGEMENT CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 61850 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 968391850 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 273374284 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FROST FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FROS | BusinessNameControlTxt |
| Phone | 8085665550 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1347 | AddressLine1Txt |
| City | MAKAWAO | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96768 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KARIN FROST | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8085665550 | PhoneNum |
| Signature | 2022-12-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KARIN | PersonFirstNm |
| Person Last | FROST | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANCES P LUI-KWAN | PreparerPersonNm |
| PTIN | P00294905 | PTIN |
| Phone | 8085218801 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,831,323 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $65,322 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $65,322 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $108,224 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $108,224 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,285,294 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,363,576 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,285,294 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,458,840 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,458,840 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $124,671 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $62,335 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $62,336 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,927 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,964 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $80,156 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $58,656 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $5,500 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $26,849 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $26,849 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $953 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $953 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $236,556 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $150,757 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $67,836 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,080,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,080,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,317,056 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $150,757 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,148,336 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $141,784 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,308,083 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $62,707 | CashBOYAmt |
| Cash EOY | $42,841 | CashEOYAmt |
| Cash EOYFMV | $42,841 | CashEOYFMVAmt |
| Corporate Stock BOY | $4,162,913 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,503,262 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,949,394 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,264,852 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,073,653 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,826,594 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,500 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12,494 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,490,472 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,632,256 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,831,323 | 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 | $7,490,472 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,632,256 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,490,472 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,632,256 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,490,472 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,632,256 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,490,472 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $141,784 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,632,256 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,632,256 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| BNY 26000 | 2021-01-01 | 2022-08-31 | $78,282 | -$78,282 | -$78,282 | ||
| BNY 26000 | 2020-01-01 | 2022-08-31 | $1,178,386 | $1,178,386 | $1,178,386 | ||
| CLASS ACTION PROCEEDS | 2020-01-01 | 2022-08-31 | $868 | $868 | $868 | ||
| CAPITAL GAINS DIVIDENDS | $184,322 | $184,322 | $184,322 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,285,294 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18,182 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $18,182 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $18,182 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,240 | 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 | $17,240 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $942 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | HI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FROST FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8085665550 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1347 | AddressLine1Txt |
| City | MAKAWAO | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96768 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| KARIN A FROST | ||||||||
| PO BOX 1347 | MAKAWAO | HI | 96768 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ASHLEY LUKENS | ||||||||
| 1401 WILHELMINA RISE | HONOLULU | HI | 96816 | FOUNDATION MANAGER | 10.00 | $124,671 | $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 | $12,603,262 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $151,487 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,754,749 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,754,749 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $191,321 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,563,428 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $628,171 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $628,171 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,182 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,182 | TotalTaxAmt |
| Distributable Before Adj | $609,989 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $609,989 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $609,989 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,148,336 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,148,336 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $609,989 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $339,314 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $339,314 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,148,336 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $609,989 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $538,347 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $877,661 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $877,661 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $339,314 | ExcessFromYear1Amt |
| Excess From Current Year | $538,347 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KARIN A FROST | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KARIN FROST | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1347 | AddressLine1Txt |
| City | MAKAWAO | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96768 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8085665550 | RecipientPhoneNum |
| Form And Info And Materials | ANY | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION PROVIDES GRANTS TO OTHER EXEMPT ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986. SUCH ORGANIZATIONS WOULD PROMOTE THE FOUNDATION'S CHARITABLE, SCIENTIFIC, LITERARY AND RELIGIOUS PURPOSES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BEYOND PESTICIDES | |||||||
| 701 E STREET SE SUITE 200 | WASHINGTON | DC | 20003 | NONE | PUBLIC CHARITY | LAND MANAGEMENT PROGRAM | $25,000 |
| CENTER FOR FOOD SAFETY | |||||||
| 518 C STREET NE SUITE 200 | WASHINGTON | DC | 20002 | NONE | PUBLIC CHARITY | PROMOTING HEALTHY SOILS IN HAWAII | $50,000 |
| AINA MOMONA | |||||||
| PO BOX 1687 | KAUNAKAKAI | HI | 96748 | NONE | PUBLIC CHARITY | KA'AMOLA MAUKA RESTORATION AND KA'AMOLA AHUPUAA RESTORATION | $65,000 |
| ELEMENTAL EXCELERATOR | |||||||
| 1099 ALAKEA STREET SUITE 1250 | HONOLULU | HI | 96813 | NONE | PUBLIC CHARITY | ADVANCEMENT OF WOMEN ENTREPRENEURS | $25,000 |
| BOYS AND GIRLS CLUB | |||||||
| 931-A MAKAWAO AVENUE | MAKAWAO | HI | 96768 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $25,000 |
| FRIENDS OF AUWAHI FOREST RESTORATION PROGRAM | |||||||
| PO BOX 652 | MAKAWAO | HI | 96768 | NONE | PUBLIC CHARITY | AUWAHI FOREST RESTORATION PROJECT | $30,000 |
| DRUG POLICY FORUM OF HAWAII | |||||||
| 677 ALA MOANA BLVD SUITE 226 | HONOLULU | HI | 96813 | NONE | PUBLIC CHARITY | CLARITY PROJECT | $10,000 |
| HAWAII ALLIANCE FOR PROGRESSIVE ACTION | |||||||
| PO BOX 1534 | KAPAA | HI | 96746 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $20,000 |
| HAWAII INSTITUTE FOR PACIFIC AGRICULTURE | |||||||
| PO BOX 497 | KAPAAU | HI | 96755 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $50,000 |
| HAWAII INVESTMENT READY | |||||||
| 44-527A KANEOHE BAY DRIVE | KANEOHE | HI | 96744 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $10,000 |
| HONOLULU CIVIL BEAT | |||||||
| 3465 WAIALAE AVE SUITE 200 | HONOLULU | HI | 96816 | NONE | PUBLIC CHARITY | CLIMATE CHANGE REPORTING | $20,000 |
| KOKUA KALIHI VALLEY COMPREHENSIVE FAMILY SVCS | |||||||
| 2239 NORTH SCHOOL STREET | HONOLULU | HI | 96819 | NONE | PUBLIC CHARITY | KA LAHUI O KA PO BIRTHING A NATION | $50,000 |
| HANA RETREAT | |||||||
| PO BOX 489 | HANA | HI | 96713 | NONE | PUBLIC CHARITY | WAHINE PO'AI (WOMEN'S CIRCLE) | $10,000 |
| HO'IWAI FUND | |||||||
| 59-005 HOALUA STREET | HALEIWA | HI | 96712 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $60,000 |
| PACIFIC BIRTH COLLECTIVE | |||||||
| 2580A ALA OLU PL | HAIKU | HI | 96708 | NONE | PUBLIC CHARITY | COMMUNITY SUPPORT AND PROFESSIONAL DEVELOPMENT | $25,000 |
| PAIA YOUTH COUNCIL INC | |||||||
| PO BOX 790999 | PAIA | HI | 96779 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $20,000 |
| PURPLE MAI'A FOUNDATION | |||||||
| 98-820 MOANALUA ROAD | AIEA | HI | 96701 | NONE | PUBLIC CHARITY | HAWAII FOUNDHER | $20,000 |
| SUSTAINABLE COASTLINES HAWAII | |||||||
| 3160 WAIALAE AVENUE SUITE 120 | HONOLULU | HI | 96816 | NONE | PUBLIC CHARITY | ELIMINATING PLASTIC AND COMPOSTING MICROGRID FOR HI | $170,000 |
| HOLANI HANA | |||||||
| 5447 HANA HIGHWAY | HANA | HI | 96713 | NONE | PUBLIC CHARITY | NA KAIAULU O MAUI HIKINA | $28,000 |
| ZERO WASTE HAWAII | |||||||
| 1200 ALA MOANA BLVD SUITE 380 | HONOLULU | HI | 96814 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $35,000 |
| HOOLA NA PUA | |||||||
| PO BOX 22551 | HONOLULU | HI | 96823 | NONE | PUBLIC CHARITY | PEARL HAVEN AND GENERAL OPERATING EXPENSES | $100,000 |
| HOSPICE MAUI | |||||||
| 400 MAHALANI STREET | WAILUKU | HI | 96793 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $10,000 |
| KAKOO OIWI | |||||||
| PO BOX 5307 | KANEOHE | HI | 96744 | NONE | PUBLIC CHARITY | POI BABY LOCAL BABY FOOD PRODUCTION | $100,000 |
| MA'I MOVEMENT HAWAII | |||||||
| 91-1011 KANEHILI STREET | KAPOLEI | HI | 96707 | NONE | PUBLIC CHARITY | SUSTAINABLE MA'I PROGRAM | $10,000 |
| PAUAHI FOUNDATION | |||||||
| 567 S KING STREET SUITE 160 | HONOLULU | HI | 96813 | NONE | PUBLIC CHARITY | CULTIVATING AND STRENGTHENING NEXGEN ALOHA AINA | $25,000 |
| SIERRA CLUB FOUNDATION | |||||||
| 2101 WEBSTER STREET SUITE 1250 | OAKLAND | CA | 94612 | NONE | PUBLIC CHARITY | HAWAII ENERGY JUSTICE AND GENERAL OPERATING EXPENSES | $35,000 |
| WAIANAE COMMUNITY REDEVELOPMENT | |||||||
| 701 BISHOP STREET | HONOLULU | HI | 96813 | NONE | PUBLIC CHARITY | HAWAII INTEGRATED ANALYTICS | $50,000 |
| SUSTAINABLE AGRICULTUR AND FOOD SYSTEMS FUNDERS | |||||||
| 133 EAST DE LA GUERRA SUITE 306 | SANTA BARBARA | CA | 93101 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,080,500 | 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 | $65,322 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $108,224 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,285,294 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,458,840 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,458,840 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 3 | LineNumberTxt |
| Relationship Statement | THE FOUNDATION PROVIDES GRANTS TO OTHER IRC SECTION 501(C)(3) ORGANIZATIONS. IT IS PRIMARILY SUPPORTED BY CONTRIBUTIONS FROM KARIN FROST. INVESTMENTS ARE HELD IN PUBLICLY TRADED STOCKS AND BONDS. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $3,927 | Amt |
| Net Investment Income | $1,964 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BNY MELLON FIXED INCOME | BondNm |
| EOY Book Value | $3,073,653 | EOYBookValueAmt |
| EOYFMV | $2,826,594 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | BNY MELLON EQUITIES | StockNm |
| EOY Book Value | $4,503,262 | EOYBookValueAmt |
| EOYFMV | $7,949,394 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FUJIO IMPACT FUND | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $12,500 | BookValueAmt |
| EOYFMV | $12,494 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE EXPENSES | Desc |
| Revenue And Expenses Per Books | $953 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $953 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BNY MELLON INVESTMENT FEES | $57,106 | $57,106 | $0 |
| OTHER INVESTMENT FEES | $17,550 | $1,550 | $0 |
| GRANTS MANAGER & DEVELOPMENT | $5,500 | $0 | $5,500 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAX | CategoryTxt |
| Amt | $26,849 | Amt |
| Net Investment Income | $26,849 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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