STEPHEN AND ISABELLA STEVENS WORLD PEACE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- STEPHEN AND ISABELLA STEVENS WORLD PEACE FOUNDATION (EIN 26-6285459)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-09-25
- IRS object ID
- 202042699349100909
- 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
- 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 | 2020-09-25T14:26:05-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 990312074 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GILFORD SATO & ASSOCIATES CPAS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 711 KAPIOLANI BLVD SUITE 1000 | 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 | 266285459 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE STEPHEN E AND ISABELLA H STEVENS W | BusinessNameLine1Txt |
| Business Name Line2 | WORLD PEACE FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEP | BusinessNameControlTxt |
| Phone | 8083948120 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1003 BISHOP STREET NO 1200 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96813 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR STEPHEN STEVENS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8083948120 | PhoneNum |
| Signature | 2020-09-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOANNE HOE | PreparerPersonNm |
| PTIN | P00337116 | PTIN |
| Phone | 8089428868 | PhoneNum |
| Preparation | 2020-09-08 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.61.39.235 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-09-08 | IPDt |
| IP Tm | 22:42:31 | IPTm |
| IP Timezone | HS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5CBBA467AD3BF0D607E51D0BE8643D7DE7336431 | 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 | $11,501,560 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $275,434 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $275,434 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $170,077 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,820,123 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $170,077 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $30,583 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $11,630 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $476,094 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $457,141 | 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 | $168,107 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $95,094 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $59 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $59 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $38,080 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $38,080 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $182,875 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $182,875 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $389,121 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $133,233 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $182,875 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $203,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $203,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $592,121 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $133,233 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $385,875 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$116,027 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $323,908 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $737,242 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $701,684 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $701,684 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,000,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,997,882 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $10,645,013 | OtherAssetsBOYAmt |
| Other Assets EOY | $6,586,037 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $6,801,994 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $11,382,255 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,287,721 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,501,560 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $11,382,255 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,287,721 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,382,255 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,287,721 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,382,255 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,287,721 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,382,255 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$116,027 | ExcessRevenueOverExpensesAmt |
| Other Increases | $21,493 | OtherIncreasesAmt |
| Subtotal | $11,287,721 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,287,721 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| INVESTMENT ACCOUNTS | $3,478,441 | $3,417,909 | $60,532 | $60,532 | |
| INVESTMENT ACCOUNTS | $6,250,268 | $6,212,310 | $37,958 | $37,958 | |
| SECTION 1256 | $84,760 | $19,827 | $64,933 | $64,933 | |
| CAPITAL GAINS DIVIDENDS | $6,654 | $6,654 | $6,654 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $170,077 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $769,837 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,426,130 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.067375 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $599,417 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,909,256 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.054946 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $536,773 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,658,313 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050362 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $212,138 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,588,527 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.024700 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $188,369 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,339,531 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.035278 | DistributionYr5Rt |
| Total Distribution | 0.232661 | TotalDistributionRt |
| Average Distribution | 0.046532 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $10,767,384 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $501,028 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,239 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $504,267 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $385,875 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,478 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,478 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,478 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,760 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $17,760 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $11,282 | OverpaymentAmt |
| Applied To ES Tax | $11,282 | 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 | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAULIMA FAMILY OFFICE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8083948120 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1003 BISHOP STREET APT 1200 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96813 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TED RACHLIN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1003 BISHOP STREET APT 1200 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96813 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 5.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| LAULIMA FAMILIES LLC | |||||
| 1003 BISHOP STREET SUITE 1200 | HONOLULU | HI | 96813 | PROGRAM MANAGEMENT AND CONSULTING SERVICES | $78,912 |
| JORDAN PARK | |||||
| 100 PINE STREET STE 2600 | SAN FRANCISCO | CA | 94111 | INVESTMENT ADVISORY | $59,191 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,506,175 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $425,179 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,931,354 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,931,354 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $163,970 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,767,384 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $538,369 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $538,369 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,478 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,478 | TotalTaxAmt |
| Distributable Before Adj | $531,891 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $531,891 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $531,891 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $385,875 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $385,875 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $385,875 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $531,891 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $206,248 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $206,248 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $385,875 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $385,875 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $146,016 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $146,016 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $60,232 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $60,232 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $60,232 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LYNN GOMEZ | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1003 BISHOP STREET APT 1200 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96813 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8083946921 | RecipientPhoneNum |
| Form And Info And Materials | SEE STATEMENT ATTACHED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE STATEMENT ATTACHED | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE STATEMENT ATTACHED | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| IOLANI SCHOOL | ||||||
| 563 KAMOKU ST | HONOLULU | HI | 96826 | PC | TO SUPPORT VANCOUVER MODEL UN 2019 PROGRAM | $8,000 |
| ST ANDREWS PRIORY SCHOOL | ||||||
| 224 QUEEN EMMA SQ | HONOLULU | HI | 96813 | PC | THE DR. STEPHEN E. AND ISABELLA H. STEVENS INSTITUE FOR GLOBAL LEADERSHIP PROGRAM | $175,000 |
| LE JARDIN ACADEMY | ||||||
| 917 KALANIANAOLE HWY | KAILUA | HI | 96734 | PC | TO SUPPORT VANCOUVER MODEL UN 2019 PROGRAM | $5,000 |
| CREEDS OF PEACE | ||||||
| PO BOX 235696 | HONOLULU | HI | 96823 | PC | TO SUPPORT PROJCT: YOUTH TALK BACK | $10,000 |
| KAWAIHOA FOUNDATION | ||||||
| PO BOX 670 | KANEOHE | HI | 967440670 | PC | TO SUPPORT HALAU NA PUA A LEI | $3,000 |
| LANIKUHONUA CULTURAL INSTITUTE | ||||||
| 92-1101 ALIINUI DRIVE | KAPOLEI | HI | 96707 | PC | TO SUPPORT PACMUN PRECONFERENCE EXCURSION | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $203,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONFERENCE FEES | Desc |
| Exclusion | 07 | ExclusionCd |
| Exclusion | $18,953 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $275,434 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,630 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $170,077 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $476,094 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $476,094 | TotalIncomeProducingActyAmt |
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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SISWPF REAL ESTATE MGT LLC | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $4,000,000 | BookValueAmt |
| EOYFMV | $3,997,882 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (5 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIXED INCOME | $4,223,231 | $2,842,656 | $2,896,961 |
| EQUITIES | $3,058,280 | $1,709,240 | $1,842,578 |
| ALTERNATIVE INVESTMENTS | $149,293 | $269,543 | $254,983 |
| EXCHANGE TRADED PRODUCTS | $1,024,957 | $661,490 | $703,690 |
| MUTUAL FUNDS | $2,189,252 | $1,103,108 | $1,103,782 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| WEBSITE | $4,918 | $0 | $4,918 |
| BANK SERVICE CHARGES | $13 | $0 | $13 |
| FEES & LICENSES | $16 | $0 | $16 |
| INSURANCE | $1,137 | $0 | $1,137 |
| PACNUM PROJECT | $126,817 | $0 | $126,817 |
| GARDEN DEVELOPMENT | $48,789 | $0 | $48,789 |
| OFFICE EXPENSES | $899 | $0 | $899 |
| REPAIRS & MAINTENANCE | $286 | $0 | $286 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INVESTMENT INCOME | $11,630 | $11,630 | $11,630 |
| CONFERENCE FEES | $18,953 | $18,953 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREPORTED INVESTMENT LOSS FROM K-1 | $2,118 |
| UNREALIZED GAIN | $1,471 |
| 1099 ADJUSTMENTS | $17,904 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $95,094 | $95,094 | $0 |
| CONTRACT SERVICES | $73,013 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN | $6,323 | $6,323 | $0 |
| FEDERAL | $31,757 | $31,757 | $0 |
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