BETA

HATTORI FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
HATTORI FOUNDATION (EIN 95-4575007)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-07-13
IRS object ID
202031959349102108
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)
Return2020-07-13T16:40:35-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN946214841PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ARMANINO LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line111766 WILSHIRE BLVD 9TH FLOORAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90025ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954575007EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE HATTORI FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O FRANCIS COSTELLO HOLLAND & KNIGHTBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlHATTBusinessNameControlTxt
Phone2138962400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1400 S HOPE ST 8TH FLOORAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90071ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonFRANCIS W COSTELLOPersonNm
Person TitleSECRETARY/TREASPersonTitleTxt
Phone2138962400PhoneNum
Signature2020-07-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARK BAUMOHLPreparerPersonNm
PTINP00529513PTIN
Phone3104784148PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address34.104.1.97IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-07-08IPDt
IP Tm23:46:13IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id3771C4962F9305E4B24BD3249C76272DDB643E63AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$45,800,974FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$9,603InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$9,603InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$61,204DividendsRevAndExpnssAmt
Dividends Net Invst Incm$61,204DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss$252,692GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$252,692GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss$51,110NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss$124,999NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$230,132GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$124,999CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$18,283OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$13,283OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$5,000OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$466,781TotalRevAndExpnssAmt
Total Net Invst Incm$461,781TotalNetInvstIncmAmt
Total Adj Net Incm$5,000TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$167,348CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$8,367CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$158,981CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$18,592AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$85TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$168,641DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$168,641DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm$168,641DeprecAndDpltnAdjNetIncmAmt
Other Expenses Rev And Expnss$32,991OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$32,941OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$387,657TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$209,949TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$168,641TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$158,981TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$12,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$12,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$399,657TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$209,949TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$168,641TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$170,981TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$67,124ExcessRevenueOverExpensesAmt
Net Investment Income$251,832NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$33,558,264CashBOYAmt
Cash EOY$34,283,134CashEOYAmt
Cash EOYFMV$34,283,164CashEOYFMVAmt
Sav And Temp Cash Invst BOY$191,929SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$43,550SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$43,550SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$6,942PrepaidExpensesBOYAmt
Prepaid Expenses EOY$4,859PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$4,859PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$215,362USGovernmentObligationsBOYAmt
US Government Obligations EOY$270,981USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$275,849USGovtObligationsEOYFMVAmt
Corporate Stock BOY$89,070CorporateStockBOYAmt
Corporate Stock EOY$89,070CorporateStockEOYAmt
Corporate Stock EOYFMV$15,978CorporateStockEOYFMVAmt
Invst Land Cost Or Other Basis$8,400,000InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation$927,525InvstLandAccumDepreciationAmt
Land Bldg Investments BOY$7,641,116LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY$7,472,475LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV$8,400,000LandBldgInvestmentsEOYFMVAmt
Other Investments BOY$2,158,968OtherInvestmentsBOYAmt
Other Investments EOY$2,430,360OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,757,307OtherInvestmentsEOYFMVAmt
Other Assets BOY$26,602OtherAssetsBOYAmt
Other Assets EOY$20,267OtherAssetsEOYAmt
Other Assets EOYFMV$20,267OtherAssetsEOYFMVAmt
Total Assets BOY$43,888,253TotalAssetsBOYAmt
Total Assets EOY$44,614,696TotalAssetsEOYAmt
Total Assets EOYFMV$45,800,974TotalAssetsEOYFMVAmt
Other Liabilities BOY$16,000,000OtherLiabilitiesBOYAmt
Other Liabilities EOY$21,000,000OtherLiabilitiesEOYAmt
Total Liabilities BOY$16,000,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$21,000,000TotalLiabilitiesEOYAmt
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$27,888,253RetainedEarningBOYAmt
Retained Earning EOY$23,614,696RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$27,888,253TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$23,614,696TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$43,888,253TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$44,614,696TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$27,888,253TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$67,124ExcessRevenueOverExpensesAmt
Other Increases$659,319OtherIncreasesAmt
Subtotal$28,614,696SubtotalAmt
Other Decreases$5,000,000OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$23,614,696TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDtSoldSoldDtCost Or Other BasisCostOrOtherBasisAmt
CAPITAL GAIN DISTRIBUTION FROM MORGAN STANLEYP$125,132$125,132$125,132
CA ST PURPL$60,000-$133-$1332015-10-282019-05-15$60,133
FRESNO CALIF S B$20,000$0$02016-12-302019-09-03$20,000
LA DWAP-B$25,000$0$02018-06-262019-07-01$25,000
FieldValueIRS element (for citing)
Capital Gain Net Income$124,999CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$5,024,362AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$32,761,508NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.153362DistributionYr1Rt
Adjusted Qlfy Distri Yr2$5,043,738AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$37,069,679NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.136061DistributionYr2Rt
Adjusted Qlfy Distri Yr3$5,036,559AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$41,933,922NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.120107DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,094,437AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$44,880,303NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.024386DistributionYr4Rt
Adjusted Qlfy Distri Yr5$35,579AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$21,948,895NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.001621DistributionYr5Rt
Total Distribution0.435537TotalDistributionRt
Average Distribution0.087107AverageDistributionRt
Net Vl Noncharitable Assets$46,637,895NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$4,062,487AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,518NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$4,065,005AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$5,170,981QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$2,518InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,518SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,518TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,730EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,730TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$212OverpaymentAmt
Applied To ES Tax$212AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksF COSTELLO HOLLAND KNIGHTIndividualWithBooksNm
Phone2138962400PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1400 S HOPE ST 8TH FLOORAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90071ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionYes (1)ForeignAccountsQuestionInd
Foreign CountryJAForeignCountryCd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
TAKAKO HATTORI
400 SOUTH HOPE STREETLOS ANGELESCA90071PRESIDENT1.00$0$0$0
SATOKO HATTORI
400 SOUTH HOPE STREETLOS ANGELESCA90071VICE PRESIDENT1.00$0$0$0
FRANCIS W COSTELLO
400 SOUTH HOPE STREETLOS ANGELESCA90071SECRETARY/TREAS1.00$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 Line1HOLLAND & KNIGHTBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1400 S HOPE STREET 8TH FLRAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90071ZIPCd
FieldValueIRS element (for citing)
Service TypeLEGALServiceTypeTxt
Compensation$167,348CompensationAmt
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$2,718,387AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$36,229,730AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$8,400,000FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$47,348,117TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$47,348,117AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$710,222CashDeemedCharitableAmt
Net Vl Noncharitable Assets$46,637,895NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,331,895MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,331,895MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,518TaxBasedOnInvestmentIncomeAmt
Total Tax$2,518TotalTaxAmt
Distributable Before Adj$2,329,377DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,329,377DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,329,377DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$170,981ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Set Aside Suitability Test$5,000,000SetAsideSuitabilityTestAmt
Qualifying Distributions$5,170,981QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$2,518PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$5,168,463AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,329,377DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$1,234,507ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$2,935,133ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$2,889,223ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$7,058,863TotalExcessDistributionCyovAmt
Qualifying Distributions$5,170,981QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,329,377AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,841,604RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$9,900,467TotalCorpusAmt
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$9,900,467ExcessDistriCyovToNextYrAmt
Excess From Year3$1,234,507ExcessFromYear3Amt
Excess From Year2$2,935,133ExcessFromYear2Amt
Excess From Year1$2,889,223ExcessFromYear1Amt
Excess From Current Year$2,841,604ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
DOLORES MISSION SCHOOL
170 S GLESS STREETLOS ANGELESCA90033NONERELIGIOUS SCHOOLUNRESTRICTED$3,000
GARDENA-TORRENCE SOUTHERN BAPTIST CHURCH
1457 W 179TH STREETGARDENACA90248NONEPUBLIC CHARITYUNRESTRICTED$5,000
HELP THEM SMILE
403 WEST ADAMS BLVD 4TH FLOORGARDENACA90007NONEPUBLIC CHARITYUNRESTRICTED$4,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$12,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$9,603ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$61,204ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Exclusion16ExclusionCd
Exclusion$51,110ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion01ExclusionCd
Exclusion$13,283ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$124,999ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescFEDERAL TAX REFUNDDesc
Exclusion01ExclusionCd
Exclusion$5,000ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$265,199ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$265,199TotalIncomeProducingActyAmt

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)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$18,592Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
BUILDING2014-06-30$5,059,228$758,884SL30.000000000000$168,641$168,641$168,641
LAND2014-06-30$3,340,772L$0$0$0

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
IdentifierUNDISTRIBUTED INCOME ADJUSTED EXCESS DISTRIBUTION CARRYOVERSIdentifierTxt
Form And Line ReferenceFORM 990-PF, PART XIII, LINE 3C, 3D, 3EFormAndLineReferenceDesc
Medium ExplanationTHE FOLLOWING EXCESS DISTRIBUTION CARRYOVERS HAVE BEEN MODIFIED ON THE 2019 TAX RETURN AS FOLLOWING:PREVIOUSLY FILED:2016: 1,244,7672017: 3,191,6442018: 3,391,983ADJUSTED:2016: 1,234,5072017: 2,935,1332018: 2,889,223THE HATTORI FOUNDATION RECEIVED ADVANCE APPROVAL FROM THE IRS TO SET ASIDE $1,000,000 FOR 2015, AND $5,000,000 FOR EACH OF 2016-2019, TOTALING $21,000,000.DURING THE REVIEW OF THE CALCULATION OF THE MINIMUM INVESTMENT RETURN (PART X), IT WAS DISCOVERED THAT OUR PREVIOUS CALCULATIONS CONSIDERED THE SET-ASIDE PLEDGE LIABILITY IN OFFSETTING THE INVESTMENT ASSETS, INSTEAD OF GROSSING UP THE AMOUNT ON LINE 1B (AVERAGE OF MONTHLY CASH BALANCES). REGS SECT 53.4942(A)-3(B)(8) SPECIFIES THAT ANY SET ASIDE AMOUNT SHALL BE CONSIDERED FOR PURPOSES OF DETERMINING THE PRIVATE FOUNDATION'S MINIMUM INVESTMENT RETURN.THE RESULT OF INCLUDING THESE PRIOR-YEAR PLEDGES IS THAT THE AMOUNT CALCULATED FOR THE ANNUAL MINIMUM INVESTMENT RETURN IS INCREASED AND, CONSEQUENTLY, THE PERTINENT YEAR'S DISTRIBUTABLE AMOUNT. AN INCREASE IN THE DISTRIBUTABLE AMOUNT REDUCES THE EXCESS DISTRIBUTION CARRYOVER. OVERALL, WITH THE ABOVE ADJUSTMENTS, THE ACCUMULATED DISTRIBUTION CARRYOVER ON PART XIII HAS BEEN REDUCED BY $768,531.EACH YEAR'S ADJUSTMENT WOULD NOT HAVE CREATED AN ADDITIONAL TAX LIABILITY. THEREFORE, TO CORRECT THIS ERROR, THE ABOVE MODIFICATIONS HAVE BEEN MADE TO PART XIII LINE 3C-3E TO ACCURATELY REFLECT THE CARRYOVERS, AS OPPOSED TO AMENDING EACH PREVIOUSLY FILED RETURN.MediumExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockINVESTMENTS - CORPORATE STOCKStockNm
EOY Book Value$89,070EOYBookValueAmt
EOYFMV$15,978EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$0USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$270,981StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$275,849StateLocalSecEOYFMVAmt

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLandGrp (2 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmt
BUILDING$5,059,228$927,525$4,131,703
LAND$3,340,772$0$3,340,772

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemINVESTMENTS - MUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$2,430,360BookValueAmt
EOYFMV$2,757,307EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescCASH SURRENDER VALUE OF LIFE INSURANCEDesc
BOY Book Value$26,602BOYBookValueAmt
EOY Book Value$20,267EOYBookValueAmt
EOYFMV$20,267EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
Desc2019 CHARITABLE SET ASIDEDesc
Amt$5,000,000Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$50$0$0$0
INSURANCE$15,920$15,920$0
TRAVEL$14,938$14,938$0
AMORTIZATION$2,083$2,083$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
MADOFF SETTLEMENT INCOME$13,283$13,283
FEDERAL TAX REFUND$5,000$5,000

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON INVESTMENTSDesc
Amt$659,319Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescPLEDGES SET ASIDEDesc
BOY Book Value$16,000,000BOYBookValueAmt
EOY Book Value$21,000,000EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
STATE FILING FEE$10$0$0$0
STATE RRF-1 FEE$75$0$0$0

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