OHUOKALANI CHARITABLE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- OHUOKALANI CHARITABLE FOUNDATION (EIN 99-0345409)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-10
- IRS object ID
- 202043159349100344
- 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
- Distribution From Corpus Election
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-10T18:32:00-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 990237347 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OHATA CHUN YUEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3684 WAIALAE AVENUE | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96816 | 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 | 990345409 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OHUOKALANI CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OHUO | BusinessNameControlTxt |
| Phone | 8082597948 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99-025 LOHEA PLACE | AddressLine1Txt |
| City | AIEA | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 967013096 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHELLE AKINA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8082253748 | PhoneNum |
| Signature | 2020-10-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRIS QY YUEN | PreparerPersonNm |
| PTIN | P00646551 | PTIN |
| Phone | 8087358585 | PhoneNum |
| Preparation | 2020-09-30 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 72.235.163.245 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-01 | IPDt |
| IP Tm | 08:27:08 | IPTm |
| IP Timezone | HS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7FE99B468D949C9AF6A4E530CC46F9CBAAE74028 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 32F87875D11F2005037AC3B97908DF5F0257D074 | 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 | $1,518,751 | 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 | $557,780 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $557 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $557 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $32,579 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,579 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $62,745 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $205,366 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $62,745 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $653,661 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $95,881 | 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 | $3,168 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,168 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,049 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,049 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $835 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $317 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $317 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,369 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,049 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,485 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $63,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $63,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $74,369 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,049 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $66,485 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $579,292 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $88,832 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $17,867 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $175,557 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $175,557 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $765,776 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,334,801 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,334,801 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $37,158 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,393 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,393 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $820,801 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,518,751 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,518,751 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $820,801 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,518,751 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $820,801 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,518,751 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $820,801 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,518,751 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $820,801 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $579,292 | ExcessRevenueOverExpensesAmt |
| Other Increases | $118,658 | OtherIncreasesAmt |
| Subtotal | $1,518,751 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,518,751 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 14 SHARES RESIDEO TECH | P | 2017-11-01 | 2019-04-08 | $253 | $354 | -$101 | -$101 |
| 11 SHARES RESIDEO TECH | P | 2018-04-24 | 2019-04-08 | $198 | $280 | -$82 | -$82 |
| 1 SHARE RESIDEO TECH | P | 2019-05-22 | 2019-06-13 | $16 | $22 | -$6 | -$6 |
| 180 SHARES ABBVIE INC | P | 2004-04-24 | 2019-06-13 | $13,995 | $3,828 | $10,167 | $10,167 |
| 596 SHARES AT&T | P | 1925-01-22 | 2019-06-13 | $19,020 | $12,530 | $6,490 | $6,490 |
| 208 SHARES DUKE ENERGY CORP | P | 2004-04-22 | 2019-06-13 | $17,869 | $9,019 | $8,850 | $8,850 |
| 974 SHARES GENERAL MILLS | P | 2019-05-22 | 2019-06-13 | $51,196 | $33,081 | $18,115 | $18,115 |
| 185 3M COMPANY | P | 2006-05-31 | 2019-06-13 | $31,138 | $20,600 | $10,538 | $10,538 |
| 307 ABB LTD | P | 2019-05-22 | 2019-06-13 | $5,801 | $5,796 | $5 | $5 |
| 70 CONOCOPHILLIPS | P | 2019-05-22 | 2019-06-13 | $4,071 | $4,453 | -$382 | -$382 |
| 82 NOVARTIS ADR | P | 2019-05-22 | 2019-06-13 | $7,261 | $6,756 | $505 | $505 |
| 35 PHILLIP SHS | P | 2019-05-22 | 2019-06-13 | $2,929 | $3,016 | -$87 | -$87 |
| 160 WEYERHAEUSER CO | P | 2019-05-22 | 2019-06-13 | $3,975 | $3,762 | $213 | $213 |
| 321 TEMP GLBD BD | P | 2019-05-22 | 2019-06-13 | $3,637 | $3,637 | $0 | $0 |
| 5800 CBRE CLARION GLOBAL | P | 2019-05-22 | 2019-09-03 | $44,007 | $35,487 | $8,520 | $8,520 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $62,745 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $42,780 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $891,563 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047983 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $42,969 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $843,887 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050918 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $39,528 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $802,085 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049282 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $38,167 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $780,554 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048897 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $33,962 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $763,539 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044480 | DistributionYr5Rt |
| Total Distribution | 0.241560 | TotalDistributionRt |
| Average Distribution | 0.048312 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,224,059 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $59,137 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $888 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $60,025 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $66,485 | 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 | $888 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $888 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $888 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $520 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,520 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $632 | OverpaymentAmt |
| Applied To ES Tax | $632 | 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 | MICHELLE AKINA | IndividualWithBooksNm |
| Phone | 8082253748 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99-025 LOHEA PL | AddressLine1Txt |
| City | AIEA | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96701 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| MICHELLE AKINA | ||||||||
| 99-025 LOHEA PLACE | AIEA | HI | 967013096 | PRESIDENT/DIRECTOR | 5.00 | $0 | $0 | $0 |
| SHELLY AKINA | ||||||||
| 240 GALICE CREEK | MERLIN | OR | 97532 | SECRETARY/DIRECTOR | 1.00 | $0 | $0 | $0 |
| TRACY DILLENDER | ||||||||
| 14614 124TH PLACE NE | WOODENVILLE | WA | 98072 | TREASURER/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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | TO PROVIDE FUNDING FOR THE CONTINUANCE/RE-ESTABLISHMENT OF HAWAIIAN ENDEMIC/INDIGENOUS FLORA/FAUNA AND THE PRESERVATION/RESTORATION OF HAWAIIAN CULTURAL AND ARCHEOLOGICAL SITES. | Description1Txt |
| Expenses1 | $63,000 | Expenses1Amt |
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 | $1,056,578 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $186,121 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,242,699 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,242,699 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,640 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,224,059 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $61,203 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $61,203 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $888 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $888 | TotalTaxAmt |
| Distributable Before Adj | $60,315 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $60,315 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $60,315 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $66,485 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $66,485 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $888 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $65,597 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $60,315 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $245 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $1,161 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,406 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $66,485 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $60,315 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,170 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,576 | 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 | $7,576 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $245 | ExcessFromYear4Amt |
| Excess From Year2 | $1,161 | ExcessFromYear2Amt |
| Excess From Current Year | $6,170 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BISHOP MUSEUM | |||||||
| 1525 BERNICE STREET | HONOLULU | HI | 96817 | NONE | 501(C)(3) | TO SUPPORT PROGRAMS FOR THE PRESERVATION AND PROMOTION OF THE ABORIGINAL HAWAIIAN CULTURE AS IT WAS FROM 1820-1920 | $15,000 |
| HONOLULU MUSEUM OF ART | |||||||
| 900 S BERETANIA STREET | HONOLULU | HI | 96814 | NONE | 501(C)(3) | TO SUPPORT PROGRAMS FOR THE PRESERVATION AND PROMOTION OF THE ABORIGINAL HAWAIIAN CULTURE AS IT WAS FROM 1820-1920 | $15,000 |
| NATURE CONSERVANCY OF HAWAII | |||||||
| 923 NUUANU AVE | HONOLULU | HI | 96817 | NONE | 501(C)(3) | TO SUPPORT CONSERVATION OF HAWAIIAN LAND, FAUNA, AND FLORA | $10,000 |
| PUNAHOU SCHOOL | |||||||
| 1601 PUNAHOU STREET | HONOLULU | HI | 96822 | NONE | 501(C)(3) | TO SUPPORT HAWAIIAN STUDY PROGRAMS | $8,000 |
| WAIMANALO HEALTH CENTER | |||||||
| 41-1295 KALANIANAOLE HWY | WAIMANALO | HI | 96795 | NONE | 501(C)(3) | SUPPORT THE DR. CHARMAN J. AKINA MEMORIAL SCHOLARSHIP | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $63,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $557 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,579 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $62,745 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $95,881 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $95,881 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESTATE OF CHARMAN AKINA | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99-024 LOHEA PL | AddressLine1Txt |
| City | AIEA | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $557,780 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEES ACCOUNTING | CategoryTxt |
| Amt | $3,168 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,168 | DisbursementsCharitablePrpsAmt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO IRS SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE FOUNDATION HERBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS. | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MERRILL LYNCH CORP STOCKS | StockNm |
| EOY Book Value | $1,334,801 | EOYBookValueAmt |
| EOYFMV | $1,334,801 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MERRILL LYNCH MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $8,393 | BookValueAmt |
| EOYFMV | $8,393 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK SERVICE CHARGE | $150 | $0 | $150 |
| FOREIGN TAX | $167 | $0 | $167 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALIZED GAIN ON INVESTMENT | Desc |
| Amt | $118,658 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEES INVESTMENT MANAGEMENT | CategoryTxt |
| Amt | $7,049 | Amt |
| Net Investment Income | $7,049 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $835 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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