BETA

LGA FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
LGA FAMILY FOUNDATION (EIN 94-3260209)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-12
IRS object ID
202113169349103886
Schema version
2020v4.1
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)
Return2021-11-12T14:58:36-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

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 Begin2020-01-01TaxPeriodBeginDt

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
Signature2021-11-09SignatureDt
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

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDOUG MORTONPreparerPersonNm
PTINP00736012PTIN
Phone8086944478PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$35,955,122FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$395,285ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$24,324InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$24,324InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$327,180DividendsRevAndExpnssAmt
Dividends Net Invst Incm$327,180DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$337,104NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$512,799GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$337,104CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,083,893TotalRevAndExpnssAmt
Total Net Invst Incm$688,608TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$7,685LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$2,305LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$5,380LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,065AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,219AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,846AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$24,030OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$12,015OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$12,015OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$7,000TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$53OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$53OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$42,833TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$15,539TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$20,294TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,743,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,743,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,785,833TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$15,539TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,763,294TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$701,940ExcessRevenueOverExpensesAmt
Net Investment Income$673,069NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$15,416CashBOYAmt
Cash EOY$5,896CashEOYAmt
Cash EOYFMV$5,896CashEOYFMVAmt
Sav And Temp Cash Invst BOY$6,943,569SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$6,426,844SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$6,426,844SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$8,719,867OtherInvestmentsBOYAmt
Other Investments EOY$8,544,172OtherInvestmentsEOYAmt
Other Investments EOYFMV$29,522,382OtherInvestmentsEOYFMVAmt
Total Assets BOY$15,678,852TotalAssetsBOYAmt
Total Assets EOY$14,976,912TotalAssetsEOYAmt
Total Assets EOYFMV$35,955,122TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$15,678,852CapitalStockBOYAmt
Capital Stock EOY$14,976,912CapitalStockEOYAmt
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$15,678,852TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$14,976,912TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$15,678,852TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$14,976,912TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$15,678,852TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$701,940ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$14,976,912SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$14,976,912TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2005-10-27AcquiredDt
Sold2020-03-18SoldDt
Gross Sales Price$512,799GrossSalesPriceAmt
Cost Or Other Basis$175,695CostOrOtherBasisAmt
Gain Or Loss$337,104GainOrLossAmt
Gains Minus Excess Or Losses$337,104GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$337,104CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$9,356InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$9,356SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$9,356TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,223EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$8,200ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$14,423TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$5,067OverpaymentAmt
Applied To ES Tax$5,067AppliedToESTaxAmt
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$24,815,686AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$7,386,881AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$32,202,567TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$32,202,567AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$483,039CashDeemedCharitableAmt
Net Vl Noncharitable Assets$31,719,528NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,585,976MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,585,976MinimumInvestmentReturnAmt
Tax Based On Investment Income$9,356TaxBasedOnInvestmentIncomeAmt
Total Tax$9,356TotalTaxAmt
Distributable Before Adj$1,576,620DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,576,620DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,576,620DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,763,294ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,763,294QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,763,294AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,576,620DistributableAsAdjustedAmt
Undistributed Income PY$1,113,213UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$1,763,294QualifyingDistributionsAmt
Applied To Year1$1,113,213AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$650,081AppliedToCurrentYearAmt
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$926,539UndistributedIncomeCYAmt
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 (33 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ALL AMERICAN RIDERS
PO BOX 7710NORCOCA92860PCGENERAL OPERATING SUPPORT$40,000
AMERICAN RED CROSS
PO BOX 37839BOONEIA50037PCRELIEF FOR FIRES IN COLORADO$75,000
AMERICAN RED CROSS - HAWAII
4155 DIAMOND HEAD ROADHONOLULUHI96816PCTO BUY NEW TRUCK$25,000
AMERICAN RED CROSS - GREATER LONG BEACH CHAPTER
3150 EAST 29THLONG BEACHCA90806PCCALIFORNIA WILD FIRES RELIEF$50,000
AQUARIUM OF THE PACIFIC
320 GOLDEN SHORE SUITE 350LONG BEACHCA90802PCRECOVER AND GROWTH PROGRAM$25,000
BISHOP MUSEUM
1525 BERNICE STREETHONOLULUHI96817PCATHERTON HALAU LANDSCAPING AND IRRIGATION$15,000
BOYS AND GIRLS CLUB OF LONG BEACH
3635 LONG BEACH BLVDLONG BEACHCA90807PCPOWER HOUR PROGRAM$25,000
CLAYTON EARLY LEARNING
3801 MARTIN LUTHER KING BLVDDENVERCO80209PCUNRESTRICTED, IN MEMORY OF TOM STOKES$1,000
FLOW KAKOU
PO BOX 933KILAUEAHI96743PCGENERAL OPERATION SUPPORT$25,000
FRIENDS OF THE FUTURE
PO BOX 6570KAMUELAHI96743PCPURCHASE GIFT CERTIFICATES FOR FOOD$10,000
FOOD FINDERS
10539 HUMBOLDT STREETLOS ALAMITOSCA90720PCFOOD RESCUE AND HUNGER RELIEF$45,000
HAWAII PUBLIC RADIO
738 KAHEKA STREETHONOLULUHI96814PCGENERAL OPERATING SUPPORT$25,000
HAWAII RESILIENCE FUND - HAWAII COMMUNITY FOUNDATION
827 FORT STREET MALLHONOLULUHI96813PCSUPPORT NEEDS & CHALLENGES OF HAWAII COMMUNITY$250,000
HAWAIIAN MISSION HOUSES
553 S KING STREETHONOLULUHI96813PCREFURBISH MISSION CEMETERY AT KAWAIAHA'O$10,000
HONOLULU MUSEUM OF ART
900 SOUTH BERETANIA STREETHONOLULUHI96814PCUNRESTRICTED IN MEMORY OF CLAIRE JOHNSON$1,000
FRIENDS OF IOLANI PALACE
PO BOX 2259HONOLULUHI96804PCGENERAL OPERATING SUPPORT$25,000
ISLAND CONSERVATION
2100 DELAWARE AVENUE SUITE 1SANTA CRUZCA95060PCERADICATION OF RATS ON TETIAROA$15,000
LONG BEACH COMMUNITY FOUNDATION
400 OCEANGATE SUITE 800LONG BEACHCA90802PCCORONA VIRUS RELIEF FUND & COMMUNITY IMPACT FUND$75,000
LONG BEACH PUBLIC LIBRARY FOUNDATION
200 W BROADWAYLONG BEACHCA90802PCDICTIONARIES FOR 3RD GRADER PROGRAM$10,000
LONG BEACH RESCUE MISSION
1430 PACIFIC AVENUELONG BEACHCA90813PCPROVIDE FOOD & EMERGENCY SERVICES$30,000
MEALS ON WHEELS OF LONG BEACH
PO BOX 15688LONG BEACHCA90813PCDELIVER MEALS TO ELDERLY DISABLED IN LONG BEACH. FEED A HOMEBOUND NEIGHBOR$45,000
PRECIOUS LAMB PRESCHOOL
2005 PALO VERDE AVENUELONG BEACHCA90815PCSUPPORT FOR AT RISK & HOMELESS CHILDREN$25,000
RANCHO LOS CERRITOS FOUNDATION
4600 VIRGINIA ROADLONG BEACHCA90807PCGENERAL OPERATIONS DURING PANDEMIC$50,000
RONALD MCDONALD HOUSE OF HAWAII
PO BOX 61777HONOLULUHI96839PCCONSTRUCTION AND FOOD$50,000
SALVATION ARMY
180 E OCEAN BLVD SUITE 500LONG BEACHCA90802PCPURCHASE FOOD FOR LONG BEACH FOOD PANTRY$10,000
SHRINERS HOSPITAL FOR CHILDREN - HONOLULU
1310 PUNAHOU STREETHONOLULUHI96826PCAID DURING PANDEMIX$25,000
ST ANDREW'S SCHOOLS
224 QUEEN EMMA SQUAREHONOLULUHI96813PCMEMORY OF BURTA ATHERTON$100,000
THE DANIEL R SAYRE MEMORIAL FOUNDATION
224 QUEEN EMMA SQUAREHONOLULUHI96826PCGENERAL OPERATING SUPPORT$75,000
THE DENVER FOUNDATION
1009 GRANT STREETDENVERCO80203PCCRITICAL NEEDS FUND$100,000
WAIMEA PRESERVATION ASSOCIATION
PO BOX 15688KAMUELAHI96743PCDISTRIBUTION OF MEALS$10,000
WESLEY UNITED METHODIST CHURCH
1350 HUNAKAI STREETHONOLULUHI96816CHURCHUNRESTRICTED IN MEMORY OF JANET HARADO$1,000
YMCA OF GREATER LONG BEACH
3605 LONG BEACH BLVD STE 210LONG BEACHCA90807PCYMCA ACADEMY$25,000
UNIVERSITY OF COLORADO FOUNDATION
13001 EAST 17TH PLACE MAIL STOPAURORACO80045PCPANDEMIC RESEARCH FUND & WORKERS RELIEF. TRANSFORM SOLID TUMOR THERAPIES$450,000A065
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,743,000TotalGrantOrContriPdDurYrAmt
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$24,324ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$327,180ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$337,104ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$688,608ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$688,608TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1LEBURTA G ATHERTON TRUSTBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 3170DEPT 715AddressLine1Txt
CityHONOLULUCityNm
State AbbreviationHIStateAbbreviationCd
ZIP968023170ZIPCd
FieldValueIRS element (for citing)
Total Contributions$395,285TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREP FEESCategoryTxt
Amt$4,065Amt
Net Investment Income$1,219NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,846DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (11 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
001055102 AFLAC INC 2000 SHSAT COST$47,075$88,940
002824100 ABBOTT LABORATORIES 1000 SHSAT COST$23,518$109,490
00287Y109 ABBVIE INC 1000 SHSAT COST$25,048$107,150
053015103 AUTOMATIC DATA PROCESSING INC 2000 SHSAT COST$74,143$352,400
156782104 CERNER CORP 7000 SHSAT COST$83,080$549,360
311900104 FASTENAL CO 4000 SHSAT COST$40,162$195,320
46090E103 INVESCO QQQ TRUST SERIES 1 ETF 25355 SHSAT COST$1,499,976$7,954,878
46137V464 INVESCO S&P MIDCAP MOMENTUM ETF 50000 SHSAT COST$1,199,740$3,913,500
464287556 ISHARES BIOTECHNOLOGY ETF 2847 SHSAT COST$99,898$431,292
78462F103 SPDR S&P 500 ETF TRUST 37570 SHSAT COST$4,999,822$14,046,672
922908736 VANGUARD GROWTH ETF 7000 SHSAT COST$451,710$1,773,380

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$7,685LegalFeesAmt
Net Investment Income$2,305NetInvestmentIncomeAmt
Disbursements Charitable Prps$5,380DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CHECK PRINTING$47$0$47
FILING FEE$6$0$6

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryFUND MANAGEMENTCategoryTxt
Amt$24,030Amt
Net Investment Income$12,015NetInvestmentIncomeAmt
Disbursements Charitable Prps$12,015DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryESTIMATED FEDERAL EXCISE TAX PAID FOR 2020CategoryTxt
Amt$7,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
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.