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KAHIAU FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
KAHIAU FOUNDATION (EIN 05-0629872)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-05
IRS object ID
202243099349100154
Schema version
2021v4.0
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)
Return2022-11-05T15:00:12-07:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN852706528PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WBMINCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11003 Bishop St Ste 2160AddressLine1Txt
CityHonoluluCityNm
State AbbreviationHIStateAbbreviationCd
ZIP96813ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN050629872EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE KAHIAU FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKAHIBusinessNameControlTxt
Phone8089236324PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12969 KALAKAUA AVENUE 1101AddressLine1Txt
CityHONOLULUCityNm
State AbbreviationHIStateAbbreviationCd
ZIP96815ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonALLENE WONGPersonNm
Person TitlePresidentPersonTitleTxt
Signature2022-11-05SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstALLENEPersonFirstNm
Person LastWONGPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWilfred E Bucher CPAPreparerPersonNm
PTINP01200484PTIN
Phone8085284146PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,859,478FMVAssetsEOYAmt
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 Net Invst Incm$21,513InterestOnSavNetInvstIncmAmt
Dividends Net Invst Incm$73,801DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$120,245NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$882,952GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$55,561CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$15,846NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$120,245TotalRevAndExpnssAmt
Total Net Invst Incm$150,875TotalNetInvstIncmAmt
Total Adj Net Incm$15,846TotalAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$0TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$215,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$215,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$215,000TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$215,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$94,755ExcessRevenueOverExpensesAmt
Net Investment Income$150,875NetInvestmentIncomeAmt
Adjusted Net Income$15,846AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$33,187CashBOYAmt
Cash EOY$150,493CashEOYAmt
Cash EOYFMV$150,489CashEOYFMVAmt
Sav And Temp Cash Invst EOYFMV$4SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$30,000USGovernmentObligationsBOYAmt
US Government Obligations EOY$67,714USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$67,714USGovtObligationsEOYFMVAmt
Corporate Stock BOY$1,366,704CorporateStockBOYAmt
Corporate Stock EOY$1,540,066CorporateStockEOYAmt
Corporate Stock EOYFMV$1,540,066CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,524,342CorporateBondsBOYAmt
Corporate Bonds EOY$1,101,205CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,101,205CorporateBondsEOYFMVAmt
Total Assets BOY$2,954,233TotalAssetsBOYAmt
Total Assets EOY$2,859,478TotalAssetsEOYAmt
Total Assets EOYFMV$2,859,478TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$2,954,233RetainedEarningBOYAmt
Retained Earning EOY$2,859,478RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,954,233TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,859,478TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,954,233TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,859,478TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,954,233TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$94,755ExcessRevenueOverExpensesAmt
Subtotal$2,859,478SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,859,478TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$55,561CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$15,846NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,097InvestmentIncomeExciseTaxAmt
Subtotal$2,097SubtotalAmt
Tax Based On Investment Income$2,097TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,488EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,488TotalPaymentsAndCreditsAmt
Tax Due$609TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Org Report Or Register StateHIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8089236324PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12969 KALAKAUA AVENUE SUITE 1101AddressLine1Txt
CityHONOLULUCityNm
State AbbreviationHIStateAbbreviationCd
ZIP96815ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
ALLENE WONG
2969 KALAKAUA AVENUE STE 1101HONOLULUHI96815Chairman5.00$0
COLLEEN WONG
2969 KALAKAUA AVENUE STE 1101HONOLULUHI96815Secretary2.00$0
MORGAN BERNSTEIN
2969 KALAKAUA AVENUE STE 1101HONOLULUHI96815Director1.00$0
ZACHARY KAU
2969 KALAKAUA AVENUE STE 1101HONOLULUHI96815Director1.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,866,853AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$62,166AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,929,019TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$2,929,019AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$43,935CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,885,084NetVlNoncharitableAssetsAmt
Minimum Investment Return$144,254MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$144,254MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,097TaxBasedOnInvestmentIncomeAmt
Total Tax$2,097TotalTaxAmt
Distributable Before Adj$142,157DistributableBeforeAdjAmt
Distributable Before Ded$142,157DistributableBeforeDedAmt
Distributable As Adjusted$142,157DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$215,000ExpensesAndContributionsAmt
Qualifying Distributions$215,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$142,157DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$37,923ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$37,923TotalExcessDistributionCyovAmt
Qualifying Distributions$215,000QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$142,157AppliedToCurrentYearAmt
Remaining Distri From Corpus$72,843RemainingDistriFromCorpusAmt
Total Corpus$110,766TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$110,766ExcessDistriCyovToNextYrAmt
Excess From Year1$37,923ExcessFromYear1Amt
Excess From Current Year$72,843ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
EQUALITY NOW
125 MAIDEN LANE 9TH FLOOR SUITE BNEW YORKNY10038NONEPCTO SUPPORT ACHIEVING LEGAL & SYSTEMATIC CHANGE THAT ADDRESSES VIOLENCE & DISCRIMINATION$100,000
FRIENDS OF HAUNAMA BAY
PO BOX 25761HONOLULUHI96825NONEPCCONSERVATION OF COASTAL AND MARINE ENVIRONMENTS, EMPHASIZING STEWARDSHIP OF THE NATURAL RESOURCES OF HAUNAMA BAY NATURE PRESERVE$105,000
NA LEI HULU I KA WEKIU
153 BRADFORD STSAN FRANCISCOCA94110NONEPCCOMMITTED TO THE PRESERVATION AND EDUCATION OF THE HAWAIIAN CULTURE THROUGH HULA.$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$215,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$120,245RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$120,245RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$120,245TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

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