HOEA THE FOUNDATION: Form 990EZ, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HOEA THE FOUNDATION (EIN 46-4730871)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202113199349213151
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T19:41:18-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 990224276 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUSTA AAC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1003 BISHOP ST STE 1700 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96813 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464730871 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HO'EA - THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOEA | BusinessNameControlTxt |
| Phone | 8089494477 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 SOUTH STREET No 104 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96813 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Eric Fujimoto | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8089494477 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Eric | PersonFirstNm |
| Person Last | Fujimoto | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | YINEN HUANG | PreparerPersonNm |
| PTIN | P01506336 | PTIN |
| Phone | 8085248080 | 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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $101,353 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $86,913 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $982 | InvestmentIncomeAmt |
| Sale Of Assets Gross | $22 | SaleOfAssetsGrossAmt |
| Gain Or Loss From Sale Of Assets | $22 | GainOrLossFromSaleOfAssetsAmt |
| Other Revenue Total | $13,436 | OtherRevenueTotalAmt |
| Total Revenue | $101,353 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $9,000 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $7,939 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $2,000 | OccupancyRentUtltsAndMaintAmt |
| Other Expenses Total | $4,071 | OtherExpensesTotalAmt |
| Total Expenses | $23,010 | TotalExpensesAmt |
| Excess Or Deficit For Year | $78,343 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $128,005 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $206,348 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,034 | BOYAmt |
| EOY | $72,379 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,971 | BOYAmt |
| EOY | $133,969 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $128,005 | BOYAmt |
| EOY | $206,348 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $128,005 | BOYAmt |
| EOY | $206,348 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | The 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | Ho'ea - The Foundation made a total contribution or grant in the amount of $9,000 to 4 different nonprofit organizations in the year 2020. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $9,000 | GrantsAndAllocationsAmt |
| Program Service Expenses | $0 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $0 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (5 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| Eric Fujimoto | ||||
| President/Director | 2.00 | $0 | $0 | $0 |
| Vaughn Victorino | ||||
| Treasurer/Secretary/Direct | 2.00 | $0 | $0 | $0 |
| Lynne Kaneshiro | ||||
| Director | 2.00 | $0 | $0 | $0 |
| Marie Imanaka | ||||
| Director | 2.00 | $0 | $0 | $0 |
| Jill Misawa | ||||
| Director | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Eric Fujimoto | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 South Street STE 104 | AddressLine1Txt |
| City | Honolulu | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96813 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8089494477 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,458 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,350 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $51,693 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $53,751 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $86,913 | CurrentTaxYearAmt |
| Total | $243,165 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,458 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,350 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $51,693 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $53,751 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $86,913 | CurrentTaxYearAmt |
| Total | $243,165 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,160 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,283 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $38,451 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $85,795 | CurrentTaxYearAmt |
| Total | $171,689 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,160 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,283 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $38,451 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $85,795 | CurrentTaxYearAmt |
| Total | $171,689 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $71,476 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $536 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $462 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $660 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $947 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $982 | CurrentTaxYearAmt |
| Total | $3,587 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $536 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $462 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $660 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $947 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $982 | CurrentTaxYearAmt |
| Total | $3,587 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,994 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,812 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $52,353 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $54,698 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $87,895 | CurrentTaxYearAmt |
| Total | $246,752 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.28970 | PublicSupportCY509Pct |
| Public Support PY509 | 0.44100 | PublicSupportPY509Pct |
| Investment Income CY | 0.01450 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01890 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests PY509 | Yes (X) | ThirtyThrPctSuprtTestsPY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990-EZ, Part I, Line 4 - Other Investment Income | Description: Dividend. Amount: 974. Description: Interest. Amount: 8. Total Included on Form 990-EZ, line 4: 982. |
| Form 990-EZ, Part I, Line 8 - Other Revenue | Description: Unrealized gain from investment. Amount: 13,436. |
| Form 990-EZ, Part I, Line 10 - Payments to Affiliates | Affiliate Name: Friends of Iolani Scouting. Amount of Payment: 1,000. |
| Form 990-EZ, Part I, Line 10 - Payments to Affiliates | Affiliate Name: Chaminade University. Amount of Payment: 5,000. |
| Form 990-EZ, Part I, Line 10 - Payments to Affiliates | Affiliate Name: Hawaii Community Foundation. Amount of Payment: 500. |
| Form 990-EZ, Part I, Line 10 - Payments to Affiliates | Affiliate Name: Center for Tomorrow's Leader. Amount of Payment: 2,500. Total included on Form 990-EZ, line 10: 9,000. |
| Form 990-EZ, Part I, Line 16 - Other Expenses | Description: Meals & beverages. Amount: 3,500. Description: Investment management fees. Amount: 100. Description: Service charges. Amount: 471. Total to Form 990-EZ, line 16: 4,071. |
| Form 990-EZ, Part II, Line 24 - Other Assets | Description: Marketable securities. Beg. of Year Amount: 80,881. End of Year Amount: 133,879. Description: Prepaid federal tax. Beg. of Year Amount: 90. End of Year Amount: 90. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | The 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 |
Comments