LOCATIONS FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- LOCATIONS FOUNDATION (EIN 99-0267351)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202143199349109819
- 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
- Form 990-PF
- All Oth Prog Rltd Investments Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T18:37:14-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 261659234 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CW ASSOCIATES CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 BISHOP STREET SUITE 1040 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96813 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 990267351 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOCATIONS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOCA | BusinessNameControlTxt |
| Phone | 8087354200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 614 KAPAHULU AVENUE 3RD FLOOR | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96815 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ARNOLD KU | PersonNm |
| Person Title | CONTROLLER | PersonTitleTxt |
| Phone | 8087354200 | 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 | ARNOLD | PersonFirstNm |
| Person Last | KU | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MELANIE A KING | PreparerPersonNm |
| PTIN | P00085205 | PTIN |
| Phone | 8085311040 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | 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-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,134,591 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $94,772 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $8,636 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,636 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,285 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,285 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,285 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $8,406 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $113,099 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,921 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $1,862 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,862 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $943 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $56,254 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $56,254 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $59,059 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,862 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $56,254 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $244,962 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $244,962 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $304,021 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,862 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $301,216 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$190,922 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,059 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $712,092 | CashBOYAmt |
| Cash EOY | $576,760 | CashEOYAmt |
| Cash EOYFMV | $576,760 | CashEOYFMVAmt |
| Other Investments BOY | $525,179 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $557,831 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $557,831 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $25,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,262,271 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,134,591 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,134,591 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $28,859 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $67,508 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $28,859 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $67,508 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,233,412 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,067,083 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,233,412 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,067,083 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,262,271 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,134,591 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,233,412 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$190,922 | ExcessRevenueOverExpensesAmt |
| Other Increases | $24,593 | OtherIncreasesAmt |
| Subtotal | $1,067,083 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,067,083 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLIC TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $1,285 | GrossSalesPriceAmt |
| Gain Or Loss | $1,285 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,285 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,285 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $112 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $112 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $112 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $24 | 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 | $24 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $88 | 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 |
| Individual With Books | RESCO INC | IndividualWithBooksNm |
| Phone | 8087354200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 614 KAPAHULU AVE 3RD FLOOR | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96815 | 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 (22 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 |
|---|---|---|---|---|---|---|---|---|
| KRISTIN MUKAI | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JODEE FARM | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| CHAD TAKESUE | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CORINDA WONG | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DOLORES BEDIONES | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ANINA QUARANTO | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JAY MILLER | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JODIE TAMAYE | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JUDY KUMANO | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KATHY COLE | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MEGUMI NEKOTANI | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SHANNON SMITH | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SHERRIE KURODA | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| STEPHANIE CHAN | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BRIAN STEWART | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | FORMER TREASURER | 1.00 | $0 | $0 | $0 |
| ASHLEY LEE | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | FORMER SECRETARY | 1.00 | $0 | $0 | $0 |
| IAN BIGELOW | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | FORMER DIRECTOR | 1.00 | $0 | $0 | $0 |
| APRIL LUGA | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | FORMER DIRECTOR | 1.00 | $0 | $0 | $0 |
| ELIZABETH LA RIVA | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | FORMER DIRECTOR | 1.00 | $0 | $0 | $0 |
| KAI BROWN | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | FORMER DIRECTOR | 1.00 | $0 | $0 | $0 |
| MICHAEL MARKS | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | FORMER DIRECTOR | 1.00 | $0 | $0 | $0 |
| WADE UEHARA | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | FORMER DIRECTOR | 1.00 | $0 | $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) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $526,713 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $663,896 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,190,609 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,190,609 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,859 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,172,750 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $58,638 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $58,638 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $112 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $112 | TotalTaxAmt |
| Distributable Before Adj | $58,526 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $25,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $83,526 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $83,526 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $301,216 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $301,216 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $301,216 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $83,526 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $189,570 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $262,828 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $227,284 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $282,069 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $246,758 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,208,509 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $301,216 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $83,526 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $217,690 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,426,199 | 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 | $189,570 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,236,629 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $262,828 | ExcessFromYear4Amt |
| Excess From Year3 | $227,284 | ExcessFromYear3Amt |
| Excess From Year2 | $282,069 | ExcessFromYear2Amt |
| Excess From Year1 | $246,758 | ExcessFromYear1Amt |
| Excess From Current Year | $217,690 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | FOUNDATION BOARD OF TRUSTEES | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 614 KAPAHULU AVENUE 3RD FLOOR | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96815 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8087354200 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFIED FORM AT PRESENT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE AT PRESENT | SubmissionDeadlinesTxt |
| Restrictions On Awards | EDUCATION, LITERACY, RELIGIOUS OR SCIENTIFIC PROGRAMS OF CHARITABLE WORKS QUALIFYING UNDER IRC. SEC. 501(C)(3). | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN DIABETES ASSOCIATION | |||||||
| 900 FORT STREET MALL SUITE 940 | HONOLULU | HI | 96813 | NONE | 501(C)(3) | CHARITABLE | $2,500 |
| AMERICAN HEART ASSOCIATION | |||||||
| 677 ALA MOANA BLVD SUITE 600 | HONOLULU | HI | 96813 | NONE | 501(C)(3) | CHARITABLE | $5,000 |
| BIG BROTHERS BIG SISTERS | |||||||
| 418 KUWILI ST SUITE 106 | HONOLULU | HI | 96817 | NONE | 501(C)(3) | CHARITABLE | $6,847 |
| BOYS AND GIRLS CLUB OF HAWAII | |||||||
| 1000 BISHOP STREET SUITE 505 | HONOLULU | HI | 96813 | NONE | 501(C)(3) | TO SUPPORT YOUTH DEVELOPMENT | $11,000 |
| CENTRAL UNION CHURCH | |||||||
| 1660 S BERETANIA STREET | HONOLULU | HI | 96826 | NONE | 501(C)(3) | CHARITABLE | $1,376 |
| CHILD AND FAMILY SERVICE | |||||||
| 91-1841 FORT WEAVER ROAD | EWA BEACH | HI | 96706 | NONE | 501(C)(3) | CHARITABLE; TO SUPPORT WOMEN, CHILDREN & FAMILY SERVICES | $5,032 |
| COLORADO GREYHOUND | |||||||
| PO BOX 2404 | LITTTLETON | CO | 80161 | NONE | 501(C)(3) | CHARITABLE | $1,000 |
| DONATIONS (LESS THAN 1000) | |||||||
| 614 KAPAHULU AVENUE SUITE 300 | HONOLULU | HI | 96815 | NONE | 501(C)(3) | CHARITABLE | $86,515 |
| FAMILY PROGRAMS HAWAII | |||||||
| 801 SOUTH KING STREET | HONOLULU | HI | 96813 | NONE | 501(C)(3) | TO SUPPORT WOMEN, CHILDREN & FAMILY SERVICES | $2,000 |
| FRIENDS OF THE CHILDREN'S JUSTICE CENTER OF OAHU | |||||||
| 3019 PALI HIGHWAY | HONOLULU | HI | 96817 | NONE | 501(C)(3) | TO SUPPORT YOUTH DEVELOPMENT | $5,000 |
| HALE KIPA | |||||||
| 91-2128 OLD FORT WEAVER ROAD | EWA BEACH | HI | 96703 | NONE | 501(C)(3) | TO SUPPORT WOMEN, CHILDREN & FAMILY SERVICES | $5,000 |
| HAWAII CHAO-CHOW ASSOCIATION | |||||||
| 134 N KING STREET STE 2F | HONOLULU | HI | 96817 | NONE | 501(C)(3) | CHARITABLE | $2,595 |
| HAWAII FOODBANK | |||||||
| 2611 KILIHAU STREET | HONOLULU | HI | 96819 | NONE | 501(C)(3) | CHARITABLE; TO SUPPORT FAMILIES IN NEED | $11,210 |
| HAWAII MEALS ON WHEELS | |||||||
| PO BOX 61194 | HONOLULU | HI | 96839 | NONE | 501(C)(3) | TO SUPPORT FAMILIES IN NEED | $5,000 |
| HAWAII PUBLIC RADIO | |||||||
| 738 KAHEKA ST | HONOLULU | HI | 96814 | NONE | 501(C)(3) | CHARITABLE | $1,222 |
| HAWAIIAN HOPE ORG | |||||||
| PO BOX 17948 | HONOLULU | HI | 96817 | NONE | 501(C)(3) | CHARITABLE; TO SUPPORT FAMILIES IN NEED | $6,939 |
| HAWAIIAN HUMANE SOCIETY | |||||||
| 2700 WAIALAE AVENUE | HONOLULU | HI | 96826 | NONE | 501(C)(3) | CHARITABLE | $3,034 |
| HONOLULU BOARD OF REALTORS | |||||||
| 1136 12TH AVENUE SUITE 200 | HONOLULU | HI | 96816 | NONE | 501(C)(3) | CHARITABLE | $1,000 |
| HUGS | |||||||
| 3636 KILAUEA AVENUE | HONOLULU | HI | 96816 | NONE | 501(C)(3) | CHARITABLE | $9,500 |
| INSTITUTE FOR HUMAN SERVICES | |||||||
| 546 KAAAHI STREET | HONOLULU | HI | 96817 | NONE | 501(C)(3) | CHARITABLE | $11,278 |
| IOLANI SCHOOL | |||||||
| 563 KAMOKU STREET | HONOLULU | HI | 96826 | NONE | 501(C)(3) | CHARITABLE | $1,917 |
| KEAHIAKAHOE CANOE CLUB | |||||||
| 1440 SAND ISLAND PARKWAY | HONOLULU | HI | 96819 | NONE | 501(C)(3) | CHARITABLE | $1,144 |
| LEILEHUA ALUMNI & COMMUNITY ASSOCIATION | |||||||
| 841 BISHOP STREET SUITE 850 | HONOLULU | HI | 96813 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR EDUCATIONAL INSTITUTIONS | $6,919 |
| MAKE-A-WISH HAWAII | |||||||
| PO BOX 1877 | HONOLULU | HI | 96805 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR EDUCATIONAL INSTITUTIONS | $10,000 |
| MARYKNOLL SCHOOL | |||||||
| 1526 ALEXANDER STREET | HONOLULU | HI | 96822 | NONE | 501(C)(3) | CHARITABLE | $1,036 |
| MOANALUA INTERMIDIATE SCHOOL BAND | |||||||
| 1289 MAHIOLE STREET | HONOLULU | HI | 96819 | NONE | 501(C)(3) | CHARITABLE | $1,187 |
| OPERATION FINALLY HOME | |||||||
| 1659 STATE HWY 46 W SUITE 115 | NEW BRAUNFELS | TX | 78132 | NONE | 501(C)(3) | CHARITABLE | $1,283 |
| REHAB FOUNDATION | |||||||
| 226 N KUAKINI STREET | HONOLULU | HI | 96817 | NONE | 501(C)(3) | CHARITABLE | $1,000 |
| RONALD MCDONALD HOUSE | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | 501(C)(3) | CHARITABLE | $1,282 |
| SEALIFE PARK | |||||||
| 41-202 KALANIANAOLE HWY 7 | WAIMANALO | HI | 96795 | NONE | 501(C)(3) | CHARITABLE | $2,409 |
| SGI INTERNATIONAL USA | |||||||
| 2729 PALI HWY | HONOLULU | HI | 96817 | NONE | 501(C)(3) | CHARITABLE | $1,712 |
| SHARK ALLIES | |||||||
| PO BOX 102 | VENICE | CA | 90294 | NONE | 501(C)(3) | CHARITABLE | $1,192 |
| SPECIAL OLYMPICS HAWAII | |||||||
| PO BOX 3295 | HONOLULU | HI | 96801 | NONE | 501(C)(3) | TO SUPPORT SPECIAL NEEDS CHILDREN | $5,000 |
| ST JOHN VIANNEY | |||||||
| 900 KEOLU DRIVE | KAILUA | HI | 96734 | NONE | 501(C)(3) | CHARITABLE | $2,400 |
| THE GIFT FOUNDATION OF HAWAII | |||||||
| 1288 ALA MOANA BLVD SUITE 208 | HONOLULU | HI | 96814 | NONE | 501(C)(3) | CHARITABLE | $1,000 |
| THE SALVATION ARMY | |||||||
| 2950 MANOA RD | HONOLULU | HI | 96822 | NONE | 501(C)(3) | CHARITABLE | $5,000 |
| UH FOUNDATION | |||||||
| PO BOX 11270 ALLOCATION 12792604 | HONOLULU | HI | 968280270 | NONE | 501(C)(3) | CHARITABLE | $3,042 |
| WEED & SEED HAWAII INC | |||||||
| 1865 KAMEHAMEHA IV RD | HONOLULU | HI | 96819 | NONE | 501(C)(3) | CHARITABLE | $5,000 |
| WOMEN IN NEED | |||||||
| PO BOX 414 | WAIMANALO | HI | 96795 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR EDUCATIONAL INSTITUTIONS | $6,500 |
| YMCA | |||||||
| 1820 UNIVERSITY AVENUE | HONOLULU | HI | 96822 | NONE | 501(C)(3) | CHARITABLE; TO PROVIDE SUPPORT FOR EDUCATIONAL INSTITUTIONS | $2,891 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $244,962 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,636 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,285 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Related Or Exempt Function Incm | $8,406 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $9,921 | ExclusionAmt |
| Related Or Exempt Function Incm | $8,406 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $18,327 | 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 | 11A | LineNumberTxt |
| Relationship Statement | MISCELLANEOUS INCOME | 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 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENT SECURITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $557,831 | BookValueAmt |
| EOYFMV | $557,831 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM-RELATED INVESTMENTS | Desc |
| BOY Book Value | $25,000 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $1,152 | $0 | $1,152 |
| PARKING | $8 | $0 | $8 |
| PROGRAM COSTS | $33,338 | $0 | $33,338 |
| LICENSES/OTHER FEES | $21,756 | $0 | $21,756 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $8,406 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $8,406 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENT | Desc |
| Amt | $24,593 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $1,862 | Amt |
| Net Investment Income | $1,862 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX ON INVESTMENT INCOME | CategoryTxt |
| Amt | $943 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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