LOCATIONS FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- LOCATIONS FOUNDATION (EIN 99-0267351)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201923199349105997
- 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
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T22:29:24-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 261659234 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CW ASSOCIATES CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 BISHOP STREET SUITE 1040 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96813 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 990267351 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOCATIONS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOCA | BusinessNameControlTxt |
| Phone | 8087354200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 614 KAPAHULU AVENUE 3RD FLOOR | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96815 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN STEWART | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8087354200 | PhoneNum |
| Signature | 2019-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MELANIE A KING | PreparerPersonNm |
| PTIN | P00085205 | PTIN |
| Phone | 8085311040 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.53.223.34 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-15 | IPDt |
| IP Tm | 18:25:54 | IPTm |
| IP Timezone | HS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7B467908567D376464F26FBA668A84FCD31E1345 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 462BB3DC975C3364FF5F4C6E8B73743921F7DA39 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,196,732 | 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 | $321,790 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $13,224 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,224 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $140 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $62,751 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $140 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $10,244 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $345,398 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,364 | 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 | $3,664 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,882 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,882 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,560 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,560 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $421 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $187 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $187 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $62,667 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $62,667 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $68,499 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,442 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $64,736 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $274,048 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $274,048 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $342,547 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,442 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $338,784 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,851 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,922 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $749,491 | CashBOYAmt |
| Cash EOY | $727,801 | CashEOYAmt |
| Cash EOYFMV | $727,801 | CashEOYFMVAmt |
| Other Investments BOY | $473,644 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $468,931 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $468,931 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,223,135 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,196,732 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,196,732 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $31,786 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $19,049 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $31,786 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $19,049 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,191,349 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,177,683 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,191,349 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,177,683 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,223,135 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,196,732 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,191,349 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,851 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,194,200 | SubtotalAmt |
| Other Decreases | $16,517 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,177,683 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $62,751 | GrossSalesPriceAmt |
| Cost Or Other Basis | $62,611 | CostOrOtherBasisAmt |
| Gain Or Loss | $140 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $140 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $140 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $281,608 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,088,961 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.258602 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $316,933 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,087,411 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.291456 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $242,403 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,071,774 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.226170 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $165,868 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $927,588 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.178816 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $164,753 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $838,461 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.196495 | DistributionYr5Rt |
| Total Distribution | 1.151539 | TotalDistributionRt |
| Average Distribution | 0.230308 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,136,279 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $261,694 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $99 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $261,793 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $338,784 | 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 | $99 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $99 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $99 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $327 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $327 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $228 | OverpaymentAmt |
| Applied To ES Tax | $228 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | HI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RESCO INC | IndividualWithBooksNm |
| Phone | 8087354200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 614 KAPAHULU AVE 3RD FLOOR | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96815 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (24 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| KRISTIN MUKAI | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| BRIAN STEWART | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | TREASURER | 1.00 | $0 | $0 | $0 |
| ASHLEY LEE | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | SECRETARY | 1.00 | $0 | $0 | $0 |
| CHAD TAKESUE | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CORINDA WONG | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DOLORES BEDIONES | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| IAN BIGELOW | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARY TESS EDU | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JODEE FARM | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| APRIL LUGA | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ELIZABETH LA RIVA | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JAY MILLER | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JODIE TAMAYE | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JON YAMASATO | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JUDY KUMANO | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KAI BROWN | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KATHY COLE | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LEE WANG | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MEGUMI NEKOTANI | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MICHAEL MARKS | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SHANNON SMITH | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SHERRIE KURODA | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| STEPHANIE CHAN | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| WADE UEHARA | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $471,043 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $682,540 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,153,583 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,153,583 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,304 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,136,279 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $56,814 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $56,814 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $99 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $99 | TotalTaxAmt |
| Distributable Before Adj | $56,715 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $56,715 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $56,715 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $338,784 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $338,784 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $99 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $338,685 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $56,715 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $122,968 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $120,107 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $189,570 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $262,828 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $227,284 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $922,757 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $338,784 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $56,715 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $282,069 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,204,826 | 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 | $122,968 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,081,858 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $120,107 | ExcessFromYear4Amt |
| Excess From Year3 | $189,570 | ExcessFromYear3Amt |
| Excess From Year2 | $262,828 | ExcessFromYear2Amt |
| Excess From Year1 | $227,284 | ExcessFromYear1Amt |
| Excess From Current Year | $282,069 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | FOUNDATION BOARD OF TRUSTEES | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 614 KAPAHULU AVENUE 3RD FLOOR | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96815 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8087354200 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFIED FORM AT PRESENT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE AT PRESENT | SubmissionDeadlinesTxt |
| Restrictions On Awards | EDUCATION, LITERACY, RELIGIOUS OR SCIENTIFIC PROGRAMS OF CHARITABLE WORKS QUALIFYING UNDER IRC. SEC. 501(C)(3). | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (57 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABILITIES UNLIMITED | |||||||
| 414 KUWILI STREET SUITE 103 | HONOLULU | HI | 96817 | NONE | 501(C)(3) | CHARITABLE | $1,247 |
| AFTER-SCHOOL ALL-STARS HAWAII | |||||||
| 1523 KALAKAUA AVENUE SUITE 204 | HONOLULU | HI | 96826 | NONE | 501(C)(3) | TO SUPPORT YOUTH DEVELOPMENT | $5,372 |
| ALOHA COUNCIL BOYS SCOUTS OF AMERICA | |||||||
| 42 PUIWA ROAD | HONOLULU | HI | 96817 | NONE | 501(C)(3) | TO SUPPORT YOUTH DEVELOPMENT | $3,500 |
| AMERICAN DIABETES ASSOCIATION | |||||||
| 900 FORT STREET MALL SUITE 940 | HONOLULU | HI | 96813 | NONE | 501(C)(3) | CHARITABLE | $5,000 |
| AMERICAN HEART ASSOCIATION | |||||||
| 677 ALA MOANA BLVD SUITE 600 | HONOLULU | HI | 96813 | NONE | 501(C)(3) | CHARITABLE | $5,097 |
| AMERICAN RED CROSS OF HAWAII | |||||||
| 4155 DIAMOND HEAD ROAD | HONOLULU | HI | 96816 | NONE | 501(C)(3) | CHARITABLE | $5,832 |
| AUTISM SOCIETY OF HAWAII | |||||||
| PO BOX 179411 | HONOLULU | HI | 96817 | NONE | 501(C)(3) | TO SUPPORT SPECIAL NEEDS CHILDREN | $2,500 |
| BIG BROTHERS BIG SISTERS | |||||||
| 418 KUWILI ST SUITE 106 | HONOLULU | HI | 96817 | NONE | 501(C)(3) | TO SUPPORT YOUTH DEVELOPMENT | $10,781 |
| BOYS & GIRLS CLUB OF HAWAII | |||||||
| 345 QUEEN STREET SUITE 900 | HONOLULU | HI | 96813 | NONE | 501(C)(3) | TO SUPPORT YOUTH DEVELOPMENT | $10,296 |
| C4 CHRIST CENTERED COMMUNITY CHURCH | |||||||
| 4211 WAIALAE AVENUE SUITE 1030 | HONOLULU | HI | 96816 | NONE | 501(C)(3) | CHARITABLE | $3,051 |
| CHILD AND FAMILY SERVICE | |||||||
| 1001 BISHOP ST SUITE 780 | HONOLULU | HI | 96813 | NONE | 501(C)(3) | TO SUPPORT WOMEN, CHILDREN & FAMILY SERVICES | $6,582 |
| DONATIONS (LESS THSN (1000) | |||||||
| 614 KAPAHULU AVENUE SUITE 300 | HONOLULU | HI | 96815 | NONE | 501(C)(3) | CHARITABLE | $32,731 |
| EASTER SEALS HAWAII | |||||||
| 710 GREEN STREET | HONOLULU | HI | 96813 | NONE | 501(C)(3) | TO SUPPORT WOMEN, CHILDREN & FAMILY SERVICES | $2,931 |
| FAMILY PROGRAMS HAWAII | |||||||
| 801 SOUTH KING STREET | HONOLULU | HI | 96813 | NONE | 501(C)(3) | TO SUPPORT WOMEN, CHILDREN & FAMILY SERVICES | $3,277 |
| FRIENDS OF THE CHILDREN'S JUSTICE CENTER OF OAHU | |||||||
| 3019 PALI HIGHWAY | HONOLULU | HI | 96817 | NONE | 501(C)(3) | CHARITABLE | $2,500 |
| GRASSROOT INSTITUTE OF HAWAII | |||||||
| 1050 BISHOP STREET SUITE 508 | HONOLULU | HI | 96813 | NONE | 501(C)(3) | CHARITABLE | $1,119 |
| HAWAII 3R'S | |||||||
| PO BOX 1196 | HONOLULU | HI | 96807 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR EDUCATIONAL INSTITUTIONS | $10,000 |
| HAWAII CHAO-CHOW ASSOCIATION | |||||||
| 134 N KING STREET STE 2F | HONOLULU | HI | 96817 | NONE | 501(C)(3) | CHARITABLE | $3,750 |
| HAWAII FOODBANK | |||||||
| 2611 KILIHAU STREET | HONOLULU | HI | 96819 | NONE | 501(C)(3) | TO SUPPORT FAMILIES IN NEED | $2,207 |
| HAWAII PUBLIC RADIO | |||||||
| 738 KAHEKA ST | HONOLULU | HI | 96814 | NONE | 501(C)(3) | CHARITABLE | $1,825 |
| HAWAII STATE JUNIOR GOLF ASSOCIATION | |||||||
| 4330 KUKUI GROVE STREET | LIHUE | HI | 96766 | NONE | 501(C)(3) | CHARITABLE | $1,014 |
| HAWAII THEATRE CENTER | |||||||
| 1130 BETHEL STREET | HONOLULU | HI | 96813 | NONE | 501(C)(3) | CHARITABLE | $1,080 |
| HAWAIIAN HOPE ORG | |||||||
| PO BOX 17948 | HONOLULU | HI | 96817 | NONE | 501(C)(3) | TO SUPPORT YOUTH DEVELOPMENT | $11,000 |
| HAWAIIAN HUMANE SOCIETY | |||||||
| 2700 WAIALAE AVENUE | HONOLULU | HI | 96826 | NONE | 501(C)(3) | CHARITABLE | $1,319 |
| HOMEAID HAWAII | |||||||
| PO BOX 11811 | HONOLULU | HI | 96826 | NONE | 501(C)(3) | TO SUPPORT WOMEN, CHILDREN & FAMILY SERVICES | $11,000 |
| HUGS | |||||||
| 3636 KILAUEA AVENUE | HONOLULU | HI | 96816 | NONE | 501(C)(3) | TO SUPPORT WOMEN, CHILDREN & FAMILY SERVICES | $9,202 |
| IMPACT FELLOWSHIP | |||||||
| PO BOX 89696 | HONOLULU | HI | 96830 | NONE | 501(C)(3) | CHARITABLE | $1,600 |
| INSTITUTE FOR HUMAN SERVICES | |||||||
| 546 KAAAHI STREET | HONOLULU | HI | 96817 | NONE | 501(C)(3) | TO SUPPORT THE HOMELESS | $8,003 |
| IOLANI SCHOOL - IOLANI FUND | |||||||
| 563 KAMOKU STREET | HONOLULU | HI | 96826 | NONE | 501(C)(3) | CHARITABLE | $1,551 |
| JARON MINISTRIES | |||||||
| PO BOX 31088 | HONOLULU | HI | 96820 | NONE | 501(C)(3) | CHARITABLE | $1,053 |
| KALANI HIGH SCHOOL | |||||||
| 4680 KALANIANAOLE HIGHWAY | HONOLULU | HI | 96821 | NONE | 501(C)(3) | CHARITABLE | $1,585 |
| KAMA'AINA KIDS | |||||||
| 156 C HAMAKUA DR | KAILUA | HI | 96734 | NONE | 501(C)(3) | CHARITABLE | $1,000 |
| KAPIOLANI HEALTH FOUNDATION | |||||||
| 55 MERCHANT STREET SUITE 2600 | HONOLULU | HI | 96813 | NONE | 501(C)(3) | CHARITABLE | $1,014 |
| KIPAPA ELEMENTARY SCHOOL | |||||||
| 95-076 KIPAPA DRIVE | MILILANI | HI | 96789 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR EDUCATIONAL INSTITUTIONS | $25,000 |
| KOREAN CATHOLIC COMMUNITY | |||||||
| 2949 KAHAWAI STREET | HONOLULU | HI | 96822 | NONE | 501(C)(3) | CHARITABLE | $1,974 |
| KUPU | |||||||
| 677 ALA MOANA BLVD SUITE 1200 | HONOLULU | HI | 96813 | NONE | 501(C)(3) | CHARITABLE | $1,641 |
| LEILEHUA ALUMNI & COMMUNITY ASSOCIATION | |||||||
| 841 BISHOP STREET SUITE 850 | HONOLULU | HI | 96813 | NONE | 501(C)(3) | CHARITABLE | $1,404 |
| MAKE-A-WISH HAWAII | |||||||
| PO BOX 1877 | HONOLULU | HI | 96805 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR EDUCATIONAL INSTITUTIONS | $18,075 |
| OPERATION FINALLY HOME | |||||||
| PO BOX 732667 | DALLAS | TX | 753732667 | NONE | 501(C)(3) | CHARITABLE | $1,146 |
| OUR LADY OF GOOD COUNSEL | |||||||
| 1525 WAIMANO HOME ROAD | PEARL CITY | HI | 96782 | NONE | 501(C)(3) | CHARITABLE | $1,764 |
| PARTNERS IN DEVELOPMENT FOUNDATION | |||||||
| 2040 BACHELOT STREET | HONOLULU | HI | 96817 | NONE | 501(C)(3) | TO SUPPORT WOMEN, CHILDREN & FAMILY SERVICES | $5,852 |
| READ TO ME INTERNATIONAL | |||||||
| 126 QUEEN STREET 303 | HONOLULU | HI | 96813 | NONE | 501(C)(3) | TO SUPPORT YOUTH DEVELOPMENT | $4,000 |
| REHAB FOUNDATION | |||||||
| 226 N KUAKINI STREET | HONOLULU | HI | 96817 | NONE | 501(C)(3) | CHARITABLE | $1,000 |
| RONALD MCDONALD CHARITIES | |||||||
| 1970 JUDD HILLSIDE ROAD | HONOLULU | HI | 96822 | NONE | 501(C)(3) | TO SUPPORT WOMEN, CHILDREN & FAMILY SERVICES | $2,364 |
| SACRED HEARTS ACADEMY | |||||||
| 3253 WAIALAE AVENUE | HONOLULU | HI | 96816 | NONE | 501(C)(3) | CHARITABLE | $1,760 |
| SALVATION ARMY | |||||||
| 2950 MANOA RD | HONOLULU | HI | 96822 | NONE | 501(C)(3) | CHARITABLE | $1,055 |
| SCOTT P METCALF SCHOLARSHIP FUND | |||||||
| 1601 PUNAHOU STREET | HONOLULU | HI | 96822 | NONE | 501(C)(3) | CHARITABLE | $1,827 |
| SPECIAL OLYMPICS HAWAII | |||||||
| PO BOX 3295 | HONOLULU | HI | 96801 | NONE | 501(C)(3) | TO SUPPORT SPECIAL NEEDS CHILDREN | $5,000 |
| ST JOHN VIANNEY | |||||||
| 920 KEOLU DRIVE | KAILUA | HI | 96734 | NONE | 501(C)(3) | CHARITABLE | $3,286 |
| SURFERS HEALING | |||||||
| PO BOX 1267 | SAN JUAN CAPISTRANO | CA | 92693 | NONE | 501(C)(3) | TO SUPPORT SPECIAL NEEDS CHILDREN | $3,150 |
| THE CAREGIVER FOUNDATION | |||||||
| 1034 KILANI AVENUE SUITE 104 | WAHIAWA | HI | 96786 | NONE | 501(C)(3) | CHARITABLE | $1,053 |
| UNITED CEREBRAL PALSY ASSOCIATION OF HAWAII | |||||||
| 414 KUWILI STREET SUITE 105 | HONOLULU | HI | 96817 | NONE | 501(C)(3) | CHARITABLE | $2,719 |
| UNIVERSITY OF HAWAII FOUNDATION ALLOCATION #12792604 | |||||||
| PO BOX 11270 | HONOLULU | HI | 968280270 | NONE | 501(C)(3) | CHARITABLE | $2,959 |
| WEED & SEED HAWAII INC HPD - DISTRICT 5 COMMUNITY POLICING TEAM | |||||||
| 1865 KAMEHAMEHA IV RD | HONOLULU | HI | 96819 | NONE | 501(C)(3) | CHARITABLE | $1,000 |
| WOMEN IN NEED | |||||||
| 98-939 MOANALUA ROAD | AIEA | HI | 96701 | NONE | 501(C)(3) | TO SUPPORT WOMEN, CHILDREN & FAMILY SERVICES | $9,000 |
| WOUNDED WARRIOR OHANA | |||||||
| PO BOX 8071 | HONOLULU | HI | 96830 | NONE | 501(C)(3) | CHARITABLE | $1,000 |
| YWCA OF OAHU | |||||||
| 1040 RICHARDS STREET | HONOLULU | HI | 96813 | NONE | 501(C)(3) | TO SUPPORT WOMEN, CHILDREN & FAMILY SERVICES | $6,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $274,048 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,224 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $140 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Related Or Exempt Function Incm | $10,244 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $13,364 | ExclusionAmt |
| Related Or Exempt Function Incm | $10,244 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $23,608 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | MISCELLANEOUS INCOME | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| WILLIAM CHEE | ||||||
| 1 | C/O 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | $25,000 | Yes (X) |
| STEPHANIE L CHAN | ||||||
| 2 | PO BOX 160946 | HONOLULU | HI | 96816 | $8,912 | Yes (X) |
| CORINDA WONG | ||||||
| 3 | C/O 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | $6,264 | Yes (X) |
| CUI MEI HO | ||||||
| 4 | C/O 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | $5,329 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,664 | Amt |
| Net Investment Income | $1,882 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,882 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENT SECURITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $468,931 | BookValueAmt |
| EOYFMV | $468,931 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENT | Desc |
| Amt | $16,517 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $980 | $0 | $980 |
| PARKING | $96 | $0 | $96 |
| PROGRAM COSTS | $61,560 | $0 | $61,560 |
| LICENSES/OTHER FEES | $31 | $0 | $31 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $10,244 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $10,244 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $1,560 | Amt |
| Net Investment Income | $1,560 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX ON INVESTMENT INC | CategoryTxt |
| Amt | $421 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments