BETA

PADOSI FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
PADOSI FOUNDATION (EIN 47-3227718)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-07-13
IRS object ID
202021959349101647
Schema version
2019v5.1
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)
Return2020-07-13T15:53:21-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN990312074PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GILFORD SATO & ASSOCIATES CPAS INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1711 KAPIOLANI BLVD SUITE 1000AddressLine1Txt
CityHONOLULUCityNm
State AbbreviationHIStateAbbreviationCd
ZIP96813ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN473227718EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PADOSI FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPADOBusinessNameControlTxt
Phone8087358001PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 160926AddressLine1Txt
CityHONOLULUCityNm
State AbbreviationHIStateAbbreviationCd
ZIP96816ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPAMELA LICHTYPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8087358001PhoneNum
Signature2020-07-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOANNE HOEPreparerPersonNm
PTINP00337116PTIN
Phone8089428868PhoneNum
Preparation2020-07-13PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$13,422,419FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$290,684DividendsRevAndExpnssAmt
Dividends Net Invst Incm$290,684DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$150,872NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,938,328GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$150,872CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$215OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$215OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$441,771TotalRevAndExpnssAmt
Total Net Invst Incm$441,771TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,424AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,424AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$139,617OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$139,617OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$7,718TaxesRevAndExpnssAmt
Taxes Net Invst Incm$7,718TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$151,759TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$151,759TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,009,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,009,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,161,259TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$151,759TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,009,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,719,488ExcessRevenueOverExpensesAmt
Net Investment Income$290,012NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$2CashEOYAmt
Cash EOYFMV$2CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,096,788SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,809,432SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,809,432SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$2,452,456USGovernmentObligationsBOYAmt
US Government Obligations EOY$2,382,416USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$2,420,226USGovtObligationsEOYFMVAmt
Corporate Stock BOY$1,756,793CorporateStockBOYAmt
Corporate Stock EOY$1,158,421CorporateStockEOYAmt
Corporate Stock EOYFMV$1,617,612CorporateStockEOYFMVAmt
Corporate Bonds BOY$2,670,432CorporateBondsBOYAmt
Corporate Bonds EOY$2,254,024CorporateBondsEOYAmt
Corporate Bonds EOYFMV$2,325,880CorporateBondsEOYFMVAmt
Other Investments BOY$6,233,951OtherInvestmentsBOYAmt
Other Investments EOY$4,886,500OtherInvestmentsEOYAmt
Other Investments EOYFMV$5,249,267OtherInvestmentsEOYFMVAmt
Total Assets BOY$14,210,420TotalAssetsBOYAmt
Total Assets EOY$12,490,795TotalAssetsEOYAmt
Total Assets EOYFMV$13,422,419TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$14,210,420RetainedEarningBOYAmt
Retained Earning EOY$12,490,795RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$14,210,420TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$12,490,795TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$14,210,420TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$12,490,795TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$14,210,420TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,719,488ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$12,490,932SubtotalAmt
Other Decreases$137OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$12,490,795TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MORGAN STANLEY #5889P$1,324,290$1,314,719$9,571$9,571
MORGAN STANLEY #5889P$3,522,068$3,472,737$49,331$49,331
CAPITAL GAINS DIVIDENDSP$91,970$91,970$91,970
FieldValueIRS element (for citing)
Capital Gain Net Income$150,872CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,962,648AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$13,387,445NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.146604DistributionYr1Rt
Adjusted Qlfy Distri Yr2$2,640,025AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$10,467,994NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.252200DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,940,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$9,234,729NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.210077DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,255,950AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,645,022NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.763485DistributionYr4Rt
Total Distribution1.372366TotalDistributionRt
Average Distribution0.343092AverageDistributionRt
Net Vl Noncharitable Assets$13,713,851NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$4,705,113AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,900NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$4,708,013AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$2,009,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,800InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$5,800SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$5,800TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,000EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$5,000TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$800TaxDueAmt

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 ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp Rqr0ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksGILFORD SATO ASSOCIATESIndividualWithBooksNm
Phone8089428868PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1711 KAPIOLANI BLVD 1000AddressLine1Txt
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PAMELA LICHTY
PO BOX 160926HONOLULUHI96816TRUSTEE1.50$0$0$0
DON LICHTY
PO BOX 160926HONOLULUHI96816TRUSTEE0.30$0$0$0
SIMONE LICHTY
PO BOX 160926HONOLULUHI96816TRUSTEE1.50$0$0$0
ANDREW MERZ
PO BOX 160926HONOLULUHI96816TRUSTEE3.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MORGAN STANLEY #129015889561BusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 NEW YORK PLAZA 12TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10004ZIPCd
FieldValueIRS element (for citing)
Service TypeFINANCIAL ADVISEMENTServiceTypeTxt
Compensation$139,617CompensationAmt
FieldValueIRS element (for citing)
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$13,215,262AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$707,429AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$13,922,691TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$13,922,691AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$208,840CashDeemedCharitableAmt
Net Vl Noncharitable Assets$13,713,851NetVlNoncharitableAssetsAmt
Minimum Investment Return$685,693MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$685,693MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,800TaxBasedOnInvestmentIncomeAmt
Total Tax$5,800TotalTaxAmt
Distributable Before Adj$679,893DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$679,893DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$679,893DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,009,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,009,500QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$2,009,500AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$679,893DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$1,174,906ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,480,108ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$2,122,569ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,298,237ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$6,075,820TotalExcessDistributionCyovAmt
Qualifying Distributions$2,009,500QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$679,893AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,329,607RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$7,405,427TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$7,405,427ExcessDistriCyovToNextYrAmt
Excess From Year4$1,174,906ExcessFromYear4Amt
Excess From Year3$1,480,108ExcessFromYear3Amt
Excess From Year2$2,122,569ExcessFromYear2Amt
Excess From Year1$1,298,237ExcessFromYear1Amt
Excess From Current Year$1,329,607ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN HIMALAYAN FOUNDATION
909 MONTGOMERY ST 400SAN FRANCISCOCA94133PCTO ASSIST PEOPLE OF THE HIMALAYAN REGION$5,000
AMERICANS FOR SAFE ACCESS
1624 U STREET NW SUITE 200WASHINGTONDC20009PCTO ENSURE SAFE AND LEGAL ACCESS TO CANNABIS FOR THERAPEUTIC USE AND RESEARCH$2,500
AMNESTY INTERNATIONAL USA
5 PENN PLAZA 16TH FLOORNEW YORKNY10001PCFOR PEACE PROGRAMS THROUGHOUT THE WORLD$30,000
ANERA
1111 14TH ST NW SUITE 400WASHINGTONDC20005PCFOR PROGRAMS THAT AID PALESTINIAN REFUGEES$30,000
CODE PINK
PO BOX 475142SAN FRANCISCOCA94147PCTO END U.S. WARS AND MILITARISM$5,000
DOCTORS WITHOUT BORDERS
333 7TH AVE 2ND FLOORNEW YORKNY10001PCFOR MEDICAL ASSISTANCE THROUGHOUT THE WORLD$250,000
DPF OF HAWAII
677 ALA MOANA BLVDHONOLULUHI96813PCTO EDUCATE HAWAII ABOUT DRUG ISSUES$100,000
DRUG POLICY ALLIANCE
131 WEST 33RD STREET 15TH FLOORNEW YORKNY10001PCTO ADVANCE THE POLICIES AND ATTITUDES THAT BEST REDUCE THE HARMS OF DRUG USE$185,000
EARTHJUSTICE
850 RICHARDS ST 400HONOLULUHI96813PCFOR NATURE CONSERVATION$35,000
ENVIRONMENTAL DEFENSE FUND
1875 CONNECTICUT AVE NW SUITE 600WASHINGTONDC20009PCFOR NATURE CONSERVATION$2,000
FRIENDS OF THE EARTH
1101 15TH ST NWWASHINGTONDC20005PCFOR NATURE CONSERVATION$3,000
GREENPEACE FUND
702 H ST NW SUITE 300WASHINGTONDC20001PCFOR NATURE CONSERVATION$30,000
HAWAII APPLESEED CENTER
119 MERCHANT ST STE 605AHONOLULUHI96813PCFOR ADVANCEMENT AND PROTECTION OF CIVIL RIGHTS$30,000
HAWAII FOODBANK
2611 KILIHAU STHONOLULUHI96819PCTO PROVIDE MEALS FOR PEOPLE IN NEED$30,000
HAWAII PEOPLES FUND
949 KAPIOLANI BLVD SUITE 107HONOLULUHI96814PCTO SUPPORT THE ORGANIZATION$10,000
HUMAN RIGHTS WATCH
350 5TH AVE 34TH FLOORNEW YORKNY10118PCFOR ADVANCEMENT AND PROTECTION OF CIVIL RIGHTS$20,000
IFCO
418 W 145TH STREETNEW YORKNY10031PCFOR ADVANCEMENT AND PROTECTION OF CIVIL RIGHTS$3,000
INSTITUTE FOR HUMAN SERVICES
546 KAAAHI STHONOLULUHI96817PCFOR ASSISTANCE TO HOMELESS PEOPLE$10,000
INTERNATIONAL PLANNED PARENTHOOD FED
125 MAIDEN LANE 9TH FLOORNEW YORKNY100384730PCTO AID PEOPLE IN NEED$1,000
LIFE OF THE LAND
PO BOX 37158HONOLULUHI96837PCFOR NATURE CONSERVATION$50,000
MAPS
1115 MISSION STREETSANTA CRUZCA950609989PCTO SUPPORT THE ORGANIZATION$10,000
MPP (MJ POLICY PROJECT) FOUNDATION
PO BOX 77492 CAPITOL HILLWASHINGTONDC20013PCFOR MARIJUANA POLICY PROJECT$4,000
NARAL FOUNDATION
1156 15TH ST NW 700WASHINGTONDC20005PCFOR PROGRAMS REGARDING REPRODUCTIVE CHOICES$5,000
NATIONAL ADVOCATES FOR PREGNANT WOMEN
875 6TH AVENUE SUITE 1807NEW YORKNY10001PCTO AID PREGNANT WOMEN$2,500
NATIONAL JEWISH HEALTH
1400 JACKSON STDENVERCO80206PCFOR RESEARCH OF RESPIRATORY, CARDIAC AND RELATED DISORDERS$20,000
NATIONAL WOMEN'S HEALTH NETWORK
1413 K STREET NW 4TH FLOORWASHINGTONDC20005PCTO EDUCATE ABOUT WOMEN'S HEALTH$7,000
PLANNED PARENTHOOD USA
1350 S KING ST SUITE 310HONOLULUHI96814PCFOR PROGRAMS ON REPRODUCTIVE HEALTH$10,000
SIERRA CLUB FOUNDATION
2101 WEBSTER ST SUITE 1250OAKLANDCA94612PCFOR NATURE CONSERVATION$20,000
VOLUNTEER LEGAL SERVICES HAWAII
545 QUEEN ST 100HONOLULUHI96813PCTO AID VOLUNTEER LEGAL SERVICES$5,000
ACLU OF HAWAII FOUNDATION
PO BOX 3410HONOLULUHI96801PCFOR DEFENSE OF CIVIL RIGHTS$150,000
ALASKA CONSERVATION FOUNDATION
911 WEST 8TH AVE SUITE 300ANCHORAGEAK99501PCFOR NATURE CONSERVATION$50,000
AMERICAN CIVIL LIBERTIES UNION FOUNDATION
125 BROAD ST 18TH FLOORNEW YORKNY10004PCFOR DEFENSE OF CIVIL RIGHTS$50,000
AMERICAN FRIENDS SERVICE COMMITTEE
1501 CHERRY STPHILADELPHIAPA19102PCFOR SERVICE, DEVELOPMENT, AND PEACE PROGRAMS$300,000
CENTER FOR CONSTITUTIONAL RIGHTS
666 BROADWAY 7TH FLOORNEW YORKNY10012PCFOR ADVANCEMENT AND PROTECTION OF CIVIL RIGHTS$150,000
DRUG REFORM COORDINATION NETWORK FOUNDATION
1623 CONNECTICUT AVE NW 3RD FLOORWASHINGTONDC20009PCTO REFORM DRUG POLICY FOR THOSE IN NEED$5,000
ENVIRONMENT HAWAII
190 KEAWE ST SUITE 29HILOHI96720PCFOR NATURE CONSERVATION$10,000
FCNL EDUCATION FUND
245 2ND STREET NEWASHINGTONDC20002PCTO SUPPORT CIVIC ENGAGEMENT AND BRING QUAKER PERSPECTIVES TO BEAR ON PUBLIC POLICY$5,000
GOOD NEIGHBOR FUND-STAR ADVERTISER
2100 N NIMITZ HIGHWAYHONOLULUHI96819PCTO HELP INDIVIDUALS AND FAMILIES STRUGGLING WITH POVERTY, HOMELESSNESS AND OTHER CHALLENGES$5,000
HAWAII HEALTH AND HARM REDUCTION CENTER (NEE LIFE CENTER)
677 ALA MOANA BLVD 226HONOLULUHI96813PCTO PROMOTE HEALTH, WELLNESS AND FIGHTING STIGMA IN HAWAII$10,000
LIVING TRADITIONS BROOKLYN FOLK FESTIVAL
315 COLUMBIA STREETBROOKLYNNY11231PCTO SUPPORT THE EVENT$1,000
MADRE
121 WEST 27TH ST 301NEW YORKNY10001PCFOR WOMEN RIGHTS$40,000
NATURE CONSERVANCY OF ALASKA
715 L STREET SUITE 100ANCHORAGEAK99501PCFOR NATURE CONSERVATION$15,000
NATURE CONSERVANCY OF NEW MEXICO
212 E MARCY ST 20SANTA FENM87501PCFOR NATURE CONSERVATION$175,000
PLANNED PARENTHOOD OF THE GREAT NORTHWEST AND THE HAWAIIAN ISLANDS PPGNHI
PO BOX 3641SEATTLEWA981243641PCFOR PROGRAMS ON REPRODUCTIVE HEALTH$75,000
THE SALVATION ARMY HI
2950 MANOA RDHONOLULUHI96822PCTO SUPPORT THE ORGANIZATION$2,500
ZAHANA FUND (TIDES)
PO BOX 62223HONOLULUHI96839PCTO SUPPORT THE ORGANIZATION$1,000
TWO WEST FOUNDATION
551 MADISON AVE 7TH FLOORNEW YORKNY10022PCTO FUND INNOVATIVE PROGRAMS THROUGHOUT THE WORLD$25,000
UH FOUNDATION - HAWAII INNOCENCE PROJECT
2444 DOLE STREET BACHMAN HALL 105HONOLULUHI96822PCTO SUPPORT THE ORGANIZATION$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,009,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$290,684ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$215ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$150,872ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$441,771ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$441,771TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$4,424Amt
Net Investment Income$4,424NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE FIXED INCOMEBondNm
EOY Book Value$2,254,024EOYBookValueAmt
EOYFMV$2,325,880EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSTOCKSStockNm
EOY Book Value$1,158,421EOYBookValueAmt
EOYFMV$1,617,612EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$2,382,416USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$2,420,226USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$4,886,500BookValueAmt
EOYFMV$5,249,267EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescADJUSTMENT TO NET ASSETSDesc
Amt$137Amt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescSTARZ SERIES A - PROCEEDS FROM INVESTMENTDesc
Revenue And Expenses Per Books$215RevenueAndExpensesPerBooksAmt
Net Investment Income$215NetInvestmentIncomeAmt
Adjusted Net Income$215AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$139,617Amt
Net Investment Income$139,617NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonDON AND PAMELA LICHTYPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line14340 PAHOA AVE APT 20CAddressLine1Txt
CityHONOLULUCityNm
State AbbreviationHIStateAbbreviationCd
ZIP96816ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN$3,693$3,693$0
FEDERAL$4,025$4,025$0

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.