LOCATIONS FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LOCATIONS FOUNDATION (EIN 99-0267351)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202013219349107531
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- 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 | 2020-11-16T20:17:08-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MELANIE A KING | PreparerPersonNm |
| PTIN | P00085205 | PTIN |
| Phone | 8085311040 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.53.223.34 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-16 | IPDt |
| IP Tm | 16:16:47 | IPTm |
| IP Timezone | HS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 90D17378D355309A87D655311BCD3658B9A7649F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 90D17378D355309A87D655311BCD3658B9A7649F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,262,271 | 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 | $283,743 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $12,022 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,022 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,213 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $251,203 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,213 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $686 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $308,664 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $24,235 | 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 |
| Accounting Fees Rev And Expnss | $4,083 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,042 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,041 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,746 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,746 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $600 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $39,263 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $39,263 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $45,692 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,788 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $41,304 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $241,002 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $241,002 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $286,694 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,788 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $282,306 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $21,970 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,447 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $727,801 | CashBOYAmt |
| Cash EOY | $712,092 | CashEOYAmt |
| Cash EOYFMV | $712,092 | CashEOYFMVAmt |
| Other Investments BOY | $468,931 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $525,179 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $525,179 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $25,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $25,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,196,732 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,262,271 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,262,271 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $19,049 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $28,859 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $19,049 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $28,859 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,177,683 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,233,412 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,177,683 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,233,412 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,196,732 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,262,271 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,177,683 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $21,970 | ExcessRevenueOverExpensesAmt |
| Other Increases | $33,759 | OtherIncreasesAmt |
| Subtotal | $1,233,412 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,233,412 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $251,203 | GrossSalesPriceAmt |
| Cost Or Other Basis | $238,990 | CostOrOtherBasisAmt |
| Gain Or Loss | $12,213 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $12,213 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,213 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $338,685 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,136,279 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.298065 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $281,608 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,088,961 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.258602 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $316,933 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,087,411 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.291456 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $242,403 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,071,774 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.226170 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $165,868 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $927,588 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.178816 | DistributionYr5Rt |
| Total Distribution | 1.253109 | TotalDistributionRt |
| Average Distribution | 0.250622 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,215,047 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $304,518 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $204 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $304,722 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $307,306 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $204 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $204 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $204 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $228 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $228 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $24 | OverpaymentAmt |
| Applied To ES Tax | $24 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
| BRIAN STEWART | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | TREASURER | 1.00 | $0 | $0 | $0 |
| ASHLEY LEE | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | SECRETARY | 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 |
| IAN BIGELOW | ||||||||
| 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 |
| APRIL LUGA | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ELIZABETH LA RIVA | ||||||||
| 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 |
| KAI BROWN | ||||||||
| 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 |
| MICHAEL MARKS | ||||||||
| 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 |
| WADE UEHARA | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | 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 | LOAN TO CHARITABLE ORGANIZATIONS | Description1Txt |
| Expenses1 | $25,000 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $25,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $503,183 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $730,367 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,233,550 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,233,550 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,503 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,215,047 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $60,752 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $60,752 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $204 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $204 | TotalTaxAmt |
| Distributable Before Adj | $60,548 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $60,548 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $60,548 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $282,306 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $25,000 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $307,306 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $204 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $307,102 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $60,548 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $120,107 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $189,570 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $262,828 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $227,284 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $282,069 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,081,858 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $307,306 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $60,548 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $246,758 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,328,616 | 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 | $120,107 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,208,509 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $189,570 | ExcessFromYear4Amt |
| Excess From Year3 | $262,828 | ExcessFromYear3Amt |
| Excess From Year2 | $227,284 | ExcessFromYear2Amt |
| Excess From Year1 | $282,069 | ExcessFromYear1Amt |
| Excess From Current Year | $246,758 | 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 (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AFTER-SCHOOL ALL-STARS HAWAII | |||||||
| 1523 KALAKAUA AVENUE SUITE 204 | HONOLULU | HI | 96826 | NONE | 501(C)(3) | TO SUPPORT YOUTH DEVELOPMENT | $5,000 |
| AMERICAN HEART ASSOCIATION - ACCTS REC | |||||||
| C/O 677 ALA MOANA BLVD SUITE 600 | HONOLULU | HI | 96813 | NONE | 501(C)(3) | CHARITABLE | $5,000 |
| AUTISM SOCIETY OF HAWAII | |||||||
| PO BOX 179411 | HONOLULU | HI | 96817 | NONE | 501(C)(3) | TO SUPPORT SPECIAL NEEDS CHILDREN | $5,500 |
| BIG BROTHERS BIG SISTERS | |||||||
| 418 KUWILI ST SUITE 106 | HONOLULU | HI | 96817 | NONE | 501(C)(3) | CHARITABLE & TO SUPPORT YOUTH DEVELOPMENT | $25,695 |
| BOYS & GIRLS CLUB OF HAWAII | |||||||
| 1000 BISHOP STREET SUITE 505 | HONOLULU | HI | 96813 | NONE | 501(C)(3) | CHARITABLE & TO SUPPORT YOUTH DEVELOPMENT | $5,317 |
| CENTRAL UNION CHURCH | |||||||
| 1660 S BERETANIA STREET | HONOLULU | HI | 96826 | NONE | 501(C)(3) | CHARITABLE | $1,864 |
| CHILD AND FAMILY SERVICE | |||||||
| 91-1841 FORT WEAVER ROAD | EWA BEACH | HI | 96706 | NONE | 501(C)(3) | CHARITABLE & TO SUPPORT WOMEN, CHILDREN & FAMILY SERVICES | $6,751 |
| DONATIONS (LESS THAN 1000) | |||||||
| 614 KAPAHULU AVENUE SUITE 300 | HONOLULU | HI | 96815 | NONE | 501(C)(3) | CHARITABLE | $33,566 |
| FRIENDS OF THE CHILDREN'S JUSTICE CENTER OF OAHU | |||||||
| 3019 PALI HIGHWAY | HONOLULU | HI | 96817 | NONE | 501(C)(3) | CHARITABLE | $3,500 |
| GRASSROOT INSTITUTE OF HAWAII | |||||||
| 1050 BISHOP STREET 508 | HONOLULU | HI | 96813 | NONE | 501(C)(3) | CHARITABLE | $1,820 |
| HAWAII 3R'S | |||||||
| PO BOX 1196 | HONOLULU | HI | 96807 | NONE | 501(C)(3) | CHARITABLE | $10,000 |
| HAWAII CHAO-CHOW ASSOCIATION | |||||||
| 134 N KING STREET STE 2F | HONOLULU | HI | 96817 | NONE | 501(C)(3) | CHARITABLE | $4,457 |
| HAWAII CHAPTER AUSA | |||||||
| 94-221 KA UKA BLVD UNIT 108 297 | WAIPAHU | HI | 96797 | NONE | 501(C)(3) | CHARITABLE | $3,000 |
| HAWAII FOOD & WINE FESTIVAL | |||||||
| 3538 WAIALAE AVE 203 | HONOLULU | HI | 96816 | NONE | 501(C)(3) | CHARITABLE | $5,045 |
| HAWAII FOODBANK | |||||||
| 2611 KILIHAU STREET | HONOLULU | HI | 96819 | NONE | 501(C)(3) | CHARITABLE | $10,625 |
| HAWAII STATE JUNIOR GOLF ASSOCIATION | |||||||
| 4330 KUKUI GROVE STREET | LIHUE | HI | 96766 | NONE | 501(C)(3) | CHARITABLE | $1,065 |
| HAWAII THEATRE CENTER | |||||||
| 1130 BETHEL STREET | HONOLULU | HI | 96813 | NONE | 501(C)(3) | CHARITABLE | $1,119 |
| HAWAIIAN HOPE ORG | |||||||
| PO BOX 17948 | HONOLULU | HI | 96817 | NONE | 501(C)(3) | CHARITABLE & TO SUPPORT YOUTH DEVELOPMENT | $15,855 |
| HAWAIIAN HUMANE SOCIETY | |||||||
| 2700 WAIALAE AVENUE | HONOLULU | HI | 96826 | NONE | 501(C)(3) | CHARITABLE | $1,089 |
| HOMEAID HAWAII | |||||||
| PO BOX 11811 | HONOLULU | HI | 96826 | NONE | 501(C)(3) | TO SUPPORT WOMEN, CHILDREN & FAMILY SERVICES | $10,000 |
| HUGS | |||||||
| 3636 KILAUEA AVENUE | HONOLULU | HI | 96816 | NONE | 501(C)(3) | CHARITABLE | $5,000 |
| IMPACT FELLOWSHIP | |||||||
| 1044 AUAHI STREET | HONOLULU | HI | 96814 | NONE | 501(C)(3) | CHARITABLE | $1,979 |
| INSTITUTE FOR HUMAN SERVICES | |||||||
| 546 KAAAHI STREET | HONOLULU | HI | 96817 | NONE | 501(C)(3) | CHARITABLE & TO SUPPORT THE HOMELESS | $11,391 |
| IOLANI SCHOOL | |||||||
| 563 KAMOKU STREET | HONOLULU | HI | 96826 | NONE | 501(C)(3) | CHARITABLE | $2,988 |
| KEAHIAKAHOE CANOE CLUB | |||||||
| 1440 SAND ISLAND PARKWAY | HONOLULU | HI | 96819 | NONE | 501(C)(3) | CHARITABLE | $1,566 |
| KOREAN CATHOLIC COMMUNITY | |||||||
| 511 MAIN STREET | HONOLULU | HI | 96818 | NONE | 501(C)(3) | CHARITABLE | $2,191 |
| LEILEHUA ALUMNI & COMMUNITY ASSOCIATION | |||||||
| 841 BISHOP STREET SUITE 850 | HONOLULU | HI | 96813 | NONE | 501(C)(3) | CHARITABLE | $1,875 |
| MAKE-A-WISH HAWAII | |||||||
| PO BOX 1877 | HONOLULU | HI | 96805 | NONE | 501(C)(3) | CHARITABLE & TO PROVIDE SUPPORT FOR EDUCATIONAL INSTITUTIONS | $13,901 |
| OPERATION FINALLY HOME | |||||||
| 1659 STATE HWY 46 W SUITE 115 | NEW BRAUNFELS | TX | 78132 | NONE | 501(C)(3) | CHARITABLE | $1,293 |
| PARTNERS IN DEVELOPMENT FOUNDATION | |||||||
| 2040 BACHELOT STREET | HONOLULU | HI | 96817 | NONE | 501(C)(3) | TO SUPPORT WOMEN, CHILDREN & FAMILY SERVICES | $3,000 |
| PUNAHOU FUND | |||||||
| 1601 PUNAHOU STREET | HONOLULU | HI | 96822 | NONE | 501(C)(3) | CHARITABLE | $1,065 |
| REHAB FOUNDATION | |||||||
| 226 N KUAKINI STREET | HONOLULU | HI | 96817 | NONE | 501(C)(3) | CHARITABLE | $1,000 |
| RONALD MCDONALD CHARITIES | |||||||
| 1970 JUDD HILLSIDE ROAD | HONOLULU | HI | 96822 | NONE | 501(C)(3) | CHARITABLE & TO SUPPORT WOMEN, CHILDREN & FAMILY SERVICES | $2,005 |
| SHELTER OF WISDOM | |||||||
| PO BOX 19112 | HONOLULU | HI | 96817 | NONE | 501(C)(3) | CHARITABLE | $1,100 |
| 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 | $2,506 |
| UNIVERSITY OF HAWAII FOUNDATION | |||||||
| PO BOX 11270 | HONOLULU | HI | 968280270 | NONE | 501(C)(3) | CHARITABLE | $6,074 |
| 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) | CHARITABLE | $9,800 |
| WOUNDED WARRIOR OHANA | |||||||
| PO BOX 8071 | HONOLULU | HI | 96830 | NONE | 501(C)(3) | CHARITABLE | $1,000 |
| YWCA OF OAHU | |||||||
| 1040 RICHARDS STREET | HONOLULU | HI | 96813 | NONE | 501(C)(3) | CHARITABLE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $241,002 | 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 | $12,022 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $12,213 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Related Or Exempt Function Incm | $686 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $24,235 | ExclusionAmt |
| Related Or Exempt Function Incm | $686 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $24,921 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| JON WHITTINGTON | ||||||
| 1 | 1357 KAPIOLANI BLVD SUITE 1450 | HONOLULU | HI | 96814 | $5,070 | Yes (X) |
| STEPHANIE L CHAN | ||||||
| 2 | PO BOX 160946 | HONOLULU | HI | 96816 | $5,190 | Yes (X) |
| BRIAN C BENTON | ||||||
| 3 | C/O 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | $12,116 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,083 | Amt |
| Net Investment Income | $2,042 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,041 | DisbursementsCharitablePrpsAmt |
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 | $525,179 | BookValueAmt |
| EOYFMV | $525,179 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM-RELATED INVESTMENTS | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $25,000 | EOYBookValueAmt |
| EOYFMV | $25,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $980 | $0 | $980 |
| PARKING | $74 | $0 | $74 |
| PROGRAM COSTS | $38,205 | $0 | $38,205 |
| LICENSES/OTHER FEES | $4 | $0 | $4 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $686 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $686 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENT | Desc |
| Amt | $33,759 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $1,746 | Amt |
| Net Investment Income | $1,746 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX ON INVESTMENT INC | CategoryTxt |
| Amt | $600 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments