HATTORI FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- HATTORI FOUNDATION (EIN 95-4575007)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201913199349105261
- Schema version
- 2018v3.1
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Land Schedule2
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T13:52:43-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946214841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMANINO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11766 WILSHIRE BLVD 9TH FLOOR | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954575007 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HATTORI FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O FRANCIS COSTELLO HOLLAND & KNIGHT | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HATT | BusinessNameControlTxt |
| Phone | 2138962400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 S HOPE ST 8TH FLOOR | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRANCIS W COSTELLO | PersonNm |
| Person Title | SECRETARY/TREAS | PersonTitleTxt |
| Phone | 2138962400 | PhoneNum |
| Signature | 2019-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK BAUMOHL | PreparerPersonNm |
| PTIN | P00529513 | PTIN |
| Phone | 3104784148 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.111.205.16 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-15 | IPDt |
| IP Tm | 11:20:52 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3771C4962F9305E4B24BD3249C76272DDB643E63 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $44,529,499 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $17,815 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $17,815 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $49,720 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $49,720 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $298,636 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $298,636 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $103,430 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $121,392 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,749,236 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $121,392 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $88,771 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $73,771 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $15,000 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $576,334 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $561,334 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $15,000 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $88,932 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $75,592 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $13,340 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,479 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,609 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,870 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,585 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $168,641 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $168,641 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $168,641 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $26,649 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $26,649 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $295,286 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $276,491 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $168,641 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,210 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $307,286 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $276,491 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $168,641 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $27,210 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $269,048 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $284,843 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $33,070,971 | CashBOYAmt |
| Cash EOY | $33,558,264 | CashEOYAmt |
| Cash EOYFMV | $33,558,264 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $130,727 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $191,929 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $191,929 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $9,026 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $6,942 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $6,942 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $271,445 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $215,362 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $218,872 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $89,070 | CorporateStockBOYAmt |
| Corporate Stock EOY | $89,070 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,412 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $8,400,000 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $758,884 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $7,809,757 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $7,641,116 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $8,400,000 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $2,000,941 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,158,968 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,116,478 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $42,753 | OtherAssetsBOYAmt |
| Other Assets EOY | $26,602 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $26,602 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $43,424,690 | TotalAssetsBOYAmt |
| Total Assets EOY | $43,888,253 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $44,529,499 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $11,000,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $16,000,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $11,000,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,000,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $32,424,690 | RetainedEarningBOYAmt |
| Retained Earning EOY | $27,888,253 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $32,424,690 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $27,888,253 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $43,424,690 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $43,888,253 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $32,424,690 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $269,048 | ExcessRevenueOverExpensesAmt |
| Other Increases | $194,515 | OtherIncreasesAmt |
| Subtotal | $32,888,253 | SubtotalAmt |
| Other Decreases | $5,000,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $27,888,253 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| CAPITAL GAIN DISTRIBUTION FROM MORGAN STANLEY | P | $120,456 | $120,456 | $120,456 | |
| MS #20163 ST COVERED | P | $121,813 | $6,376 | $6,376 | $115,437 |
| MS #20163 LT COVERED | P | $814,764 | $9,442 | $9,442 | $805,322 |
| MS #20163 LT NONCOVERED | P | $692,203 | -$14,882 | -$14,882 | $707,085 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $121,392 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $5,043,738 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $37,069,679 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.136061 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $5,036,559 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $41,933,922 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.120107 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,094,437 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $44,880,303 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.024386 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $35,579 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $21,948,895 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.001621 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $82,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,767,146 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046685 | DistributionYr5Rt |
| Total Distribution | 0.328860 | TotalDistributionRt |
| Average Distribution | 0.065772 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $32,761,508 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,154,790 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,848 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,157,638 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $5,027,210 | 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 | $2,848 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,848 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,848 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,578 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,578 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,730 | OverpaymentAmt |
| Applied To ES Tax | $2,730 | 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 | CA | 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 | F COSTELLO HOLLAND KNIGHT | IndividualWithBooksNm |
| Phone | 2138962400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 S HOPE ST 8TH FLOOR | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (1) | ForeignAccountsQuestionInd |
| Foreign Country | JA | ForeignCountryCd |
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 |
|---|---|---|---|---|---|---|---|---|
| TAKAKO HATTORI | ||||||||
| 400 SOUTH HOPE STREET | LOS ANGELES | CA | 90071 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| SATOKO HATTORI | ||||||||
| 400 SOUTH HOPE STREET | LOS ANGELES | CA | 90071 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| FRANCIS W COSTELLO | ||||||||
| 400 SOUTH HOPE STREET | LOS ANGELES | CA | 90071 | SECRETARY/TREAS | 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLLAND & KNIGHT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 S HOPE STREET 8TH FLR | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | LEGAL | ServiceTypeTxt |
| Compensation | $88,932 | CompensationAmt |
| 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 | $2,501,789 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $22,358,625 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $8,400,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $33,260,414 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $33,260,414 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $498,906 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $32,761,508 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,638,075 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,638,075 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,848 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,848 | TotalTaxAmt |
| Distributable Before Adj | $1,635,227 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,635,227 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,635,227 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $27,210 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Set Aside Suitability Test | $5,000,000 | SetAsideSuitabilityTestAmt |
| Qualifying Distributions | $5,027,210 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,848 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,024,362 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,635,227 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $1,244,767 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,191,644 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,436,411 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,027,210 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,635,227 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,391,983 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,828,394 | 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 | $7,828,394 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $1,244,767 | ExcessFromYear2Amt |
| Excess From Year1 | $3,191,644 | ExcessFromYear1Amt |
| Excess From Current Year | $3,391,983 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| DOLORES MISSION SCHOOL | |||||||
| 170 S GLESS STREET | LOS ANGELES | CA | 90033 | NONE | RELIGIOUS SCHOOL | UNRESTRICTED | $3,000 |
| GARDENA-TORRENCE SOUTHERN BAPTIST CHURCH | |||||||
| 1457 W 179TH STREET | GARDENA | CA | 90248 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| HELP THEM SMILE | |||||||
| 403 WEST ADAMS BLVD 4TH FLOOR | GARDENA | CA | 90007 | NONE | PUBLIC CHARITY | UNRESTRICTED | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUNRITZ HATTORI MUSEUM OF ARTS | BusinessNameLine1Txt |
Recipient Foreign Address RecipientForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2-1-1 KOGANDOORI | AddressLine1Txt |
| City | SUWA | CityNm |
| Province Or State | NAGANO | ProvinceOrStateNm |
| Country | JA | CountryCd |
| Foreign Postal | 392 | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PUBLIC CHARITY | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | TO RELOCATE THE MUSEUM IN JAPAN FROM SUWA TO TOKYO. | GrantOrContributionPurposeTxt |
| Amt | $5,000,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $5,000,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,815 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $49,720 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $103,430 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $73,771 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $121,392 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $15,000 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $381,128 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $381,128 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $7,479 | Amt |
| Net Investment Income | $5,609 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,870 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| BUILDING | 2014-06-30 | $5,059,228 | $590,243 | SL | 30.000000000000 | $168,641 | $168,641 | $168,641 |
| LAND | 2014-06-30 | $3,340,772 | L | $0 | $0 | $0 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | ADJUSTMENT OF BALANCE SHEET BEG BAL | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PART II, LINE 22 AND LINE 29 | FormAndLineReferenceDesc |
| Medium Explanation | THE FOLLOWING ADJUSTMENTS ON PART II BALANCE SHEETS TO BEGINNING BALANCES (PRIOR YEAR'S ENDING BALANCES) WERE MADE TO MORE ACCURATELY REFLECT THE ACCUMULATED SET ASIDE LIABILITY OF THE FOUNDATION. THE CHANGES WERE MADE SPECIFICALLY TO THE FOLLOWING LINE ITEMS: LINE 22 AND LINE 29 OF THE BALANCE SHEET.2017 AS FILED:LINE 22 LIABILITIES (PLEDGES SET ASIDE)END OF YEAR (B) BOOK VALUE $5,000,000LINE 29 RETAINED EARNINGS, ACCUMULATED INCOME, ENDOWMENT, OR OTHER FUNDSEND OF YEAR (B) BOOK VALUE: $38,424,6902018 AS FILED:LINE 22 LIABILITIES (PLEDGES SET ASIDE)BEGINNING OF YEAR (A) BOOK VALUE: $11,000,000LINE 29 RETAINED EARNINGS, ACCUMULATED INCOME, ENDOWMENT, OR OTHER FUNDSBEGINNING OF YEAR (B) BOOK VALUE: $32,424,690NO CHANGE IN TOTAL SUM OF LIABILITIES AND NET ASSETS/FUND BALANCES (LINE 31). $6,000,000 WAS RECLASSIFIED FROM RETAINED EARNINGS TO "PLEDGES SET ASIDE" LIABILITIES. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS - CORPORATE STOCK | StockNm |
| EOY Book Value | $89,070 | EOYBookValueAmt |
| EOYFMV | $10,412 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $215,362 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $218,872 | StateLocalSecEOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| BUILDING | $5,059,228 | $758,884 | $4,300,344 |
| LAND | $3,340,772 | $0 | $3,340,772 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS - MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $2,158,968 | BookValueAmt |
| EOYFMV | $2,116,478 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CASH SURRENDER VALUE OF LIFE INSURANCE | Desc |
| BOY Book Value | $42,753 | BOYBookValueAmt |
| EOY Book Value | $26,602 | EOYBookValueAmt |
| EOYFMV | $26,602 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CUMULATIVE PRIOR PERIOD ADJUSTMENTS | Desc |
| Amt | $5,000,000 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK CHARGES | $84 | $84 | $0 | $0 |
| INSURANCE | $15,907 | $15,907 | $0 | |
| TRAVEL | $8,575 | $8,575 | $0 | |
| AMORTIZATION | $2,083 | $2,083 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MADOFF SETTLEMENT INCOME | $73,771 | $73,771 | |
| FEDERAL TAX REFUND | $15,000 | $15,000 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $194,515 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PLEDGES SET ASIDE | Desc |
| BOY Book Value | $11,000,000 | BOYBookValueAmt |
| EOY Book Value | $16,000,000 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE TAX | $3,500 | $0 | $0 | $0 |
| STATE FILING FEE | $10 | $0 | $0 | $0 |
| STATE RRF-1 FEE | $75 | $0 | $0 | $0 |
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