OHUOKALANI CHARITABLE FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
OHUOKALANI CHARITABLE FOUNDATION (EIN 99-0345409)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-04-03
IRS object ID
201940939349100519
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-04-03T19:38:31-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN990237347PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1OHATA CHUN YUEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13684 WAIALAE AVENUEAddressLine1Txt
CityHONOLULUCityNm
State AbbreviationHIStateAbbreviationCd
ZIP96816ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN990345409EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1OHUOKALANI CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlOHUOBusinessNameControlTxt
Phone8082597948PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line199-024 LOHEA PLACEAddressLine1Txt
CityAIEACityNm
State AbbreviationHIStateAbbreviationCd
ZIP967013096ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHARMAN AKINAPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8084881295PhoneNum
Signature2019-04-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRIS QY YUENPreparerPersonNm
PTINP00646551PTIN
Phone8087358585PhoneNum
Preparation2019-04-02PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address141.239.149.117IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-04-02IPDt
IP Tm13:43:58IPTm
IP TimezoneHSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id3C5E9D25FF6EF657F88F2EB84577B818B2159309AtSubmissionCreationDeviceId
At Submission Filing Device Id8615D44A9A4C9B4F84E3476BF3A46D5D73F45059AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$820,801FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$135InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$135InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$29,716DividendsRevAndExpnssAmt
Dividends Net Invst Incm$29,716DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$5,068NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$50,564GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$5,068CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$34,919TotalRevAndExpnssAmt
Total Net Invst Incm$34,919TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,408AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,408AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$9,191OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$9,191OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$29TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$372OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$372OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$12,000TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$9,191TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,780TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$40,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$40,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$52,000TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$9,191TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$42,780TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$17,081ExcessRevenueOverExpensesAmt
Net Investment Income$25,728NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$49,726SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$17,867SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$17,867SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$847,882CorporateStockBOYAmt
Corporate Stock EOY$765,776CorporateStockEOYAmt
Corporate Stock EOYFMV$765,776CorporateStockEOYFMVAmt
Other Investments BOY$47,150OtherInvestmentsBOYAmt
Other Investments EOY$37,158OtherInvestmentsEOYAmt
Other Investments EOYFMV$37,158OtherInvestmentsEOYFMVAmt
Total Assets BOY$944,758TotalAssetsBOYAmt
Total Assets EOY$820,801TotalAssetsEOYAmt
Total Assets EOYFMV$820,801TotalAssetsEOYFMVAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$944,758CapitalStockBOYAmt
Capital Stock EOY$820,801CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$944,758TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$820,801TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$944,758TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$820,801TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$944,758TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$17,081ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$927,677SubtotalAmt
Other Decreases$106,876OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$820,801TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
750 SHARES COCA COLA COMP2013-03-082018-04-24$31,870$29,727$2,143$2,143
167 SHARES COCA COLA COMP2015-02-182018-04-24$7,096$7,085$11$11
150 NOVARTIS ADRP2007-07-122018-04-24$11,414$8,452$2,962$2,962
8 GARRETT MOTION INCP2017-11-012018-10-18$98$123-$25-$25
7 GARRETT MOTION INCP2018-04-242018-10-18$86$109-$23-$23
FieldValueIRS element (for citing)
Capital Gain Net Income$5,068CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$42,969AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$843,887NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.050918DistributionYr1Rt
Adjusted Qlfy Distri Yr2$39,528AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$802,085NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.049282DistributionYr2Rt
Adjusted Qlfy Distri Yr3$38,167AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$780,554NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.048897DistributionYr3Rt
Adjusted Qlfy Distri Yr4$33,962AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$763,539NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.044480DistributionYr4Rt
Adjusted Qlfy Distri Yr5$36,341AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$709,503NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.051220DistributionYr5Rt
Total Distribution0.244797TotalDistributionRt
Average Distribution0.048959AverageDistributionRt
Net Vl Noncharitable Assets$891,563NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$43,650AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$257NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$43,907AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$42,780QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$515InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$515SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$515TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$200EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$200TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$315TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateHIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCHARMAN AKINAIndividualWithBooksNm
Phone8084881295PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line199-024 LOHEA PLAddressLine1Txt
CityAIEACityNm
State AbbreviationHIStateAbbreviationCd
ZIP96701ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmtAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCd
CHARMAN J AKINA
99-024 LOHEA PLACEAIEAHI967013096PRESIDENT/DIRECTOR5.00$0$0$0
ROLAND B AKINA
VICE PRESIDENT/DIRECTOR1.00$0$0$072 HAMPTON DR NWCALGARYALBERTACAT3A 5H7
ALAN AKINA
17016 35TH AVE SWBURIENWA98166SECRETARY/TREASURER1.00$0$0$0
MICHELLE AKINA
1621 DOLE STREET APT 704HONOLULUHI96822DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1TO 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$40,000Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$873,454AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$31,686AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$905,140TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$905,140AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,577CashDeemedCharitableAmt
Net Vl Noncharitable Assets$891,563NetVlNoncharitableAssetsAmt
Minimum Investment Return$44,578MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$44,578MinimumInvestmentReturnAmt
Tax Based On Investment Income$515TaxBasedOnInvestmentIncomeAmt
Total Tax$515TotalTaxAmt
Distributable Before Adj$44,063DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$44,063DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$44,063DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$42,780ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$42,780QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$42,780AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$44,063DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,365ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$245ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$1,161ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,771TotalExcessDistributionCyovAmt
Qualifying Distributions$42,780QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$42,780AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$1,283ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$1,283ExcessDistributionCyovAppCYAmt
Total Corpus$1,488TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$82ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,406ExcessDistriCyovToNextYrAmt
Excess From Year3$245ExcessFromYear3Amt
Excess From Year1$1,161ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
HAWAIIAN ISLANDS LAND TRUST
PO BOX 965WAILUKUHI96793NONE501(C)(3)FOR PROTECTION OF OPEN SPACES, AGRICULTURAL LANDS, OCEAN SHORELINES AND FOR THE PROTECTION AND RESTORATION OF HAWAIIAN ARCHAEOLOGICAL SITES.$10,000
HONOLULU MUSEUM OF ART
900 S BERETANIA STREETHONOLULUHI96814NONE501(C)(3)TO ASSIST WITH THE COST OF DEVELOPING AND PRINTING A CATALOGUE FOR A 2018 HAWAII FOCUSED EXHIBITION.$15,000
MANOA HERITAGE CENTER
2856 OAHU AVENUEHONOLULUHI96822NONE501(C)(3)TO FUND A MULTI-YEAR PROGRAM TO IMPROVE THE WAY HAWAIIAN HISTORY IS TAUGHT IN HAWAII'S PUBLIC SCHOOLS BY CONNECTING EDUCATORS WITH NATIVE HAWAIIAN CULTURAL REFERENCES.$10,000
PUNAHOU SCHOOL
1601 PUNAHOU STREETHONOLULUHI96822NONE501(C)(3)FOR PUNAHOU HAWAIIAN STUDIES KUAIHELANI$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$40,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$135ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$29,716ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$5,068ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$34,919ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$34,919TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryFEES ACCOUNTINGCategoryTxt
Amt$2,408Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,408DisbursementsCharitablePrpsAmt

Distribution From Corpus Election DistributionFromCorpusElection

FieldValueIRS element (for citing)
ElectionPURSUANT 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

FieldValueIRS element (for citing)
StockMERRILL LYNCH CORP STOCKSStockNm
EOY Book Value$765,776EOYBookValueAmt
EOYFMV$765,776EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMERRILL LYNCH MUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$37,158BookValueAmt
EOYFMV$37,158EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescNET UNREALIZED LOSS ON INVESTMENTDesc
Amt$106,876Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK SERVICE CHARGE$150$0$150
FOREIGN TAX$222$0$222

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryFEES INVESTMENT MANAGEMENTCategoryTxt
Amt$9,191Amt
Net Investment Income$9,191NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$29Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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