BETA

ZIERK FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
ZIERK FAMILY FOUNDATION (EIN 46-2243181)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-04-05
IRS object ID
201940959349100314
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)
Return2019-04-05T15:27:23-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN943145806PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1REALIZE CPA LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line150 CALIFORNIA STREET SUITE 3550AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94111ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN462243181EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ZIERK FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlZIERBusinessNameControlTxt
Phone4153625990PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line172-3207 MANINIOWALI DRIVE C/O KUKIOAddressLine1Txt
CityKAILUAKONACityNm
State AbbreviationHIStateAbbreviationCd
ZIP96740ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID K ZIERKPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4153625990PhoneNum
Signature2019-03-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJILL LERVOLDPreparerPersonNm
PTINP00440724PTIN
Phone4153625990PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address38.99.18.66IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-03-11IPDt
IP Tm10:11:18IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdC37C283D7894933A7FD0BEA1D983FE2E5AB6732FAtSubmissionCreationDeviceId
At Submission Filing Device IdF3EC307B61FC1B2F8110B07C370B00A40FAD262DAtSubmissionFilingDeviceId
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$42,111,793FMVAssetsEOYAmt
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$117,533InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$117,533InterestOnSavNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$10,935,115NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$12,066,960GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$10,935,115CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$11,052,648TotalRevAndExpnssAmt
Total Net Invst Incm$11,052,648TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$7,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$15OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$7,515TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,243,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,243,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,250,515TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$2,243,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$8,802,133ExcessRevenueOverExpensesAmt
Net Investment Income$11,052,648NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$18,000,511SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$26,801,489SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$26,801,849SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$1,133,001AcctRcvblAmt
Acct Rcvbl EOY$1,133,001AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$1,133,001AcctRcvblEOYFMVAmt
Corporate Stock BOY$6,500,008CorporateStockBOYAmt
Corporate Stock EOY$5,783,102CorporateStockEOYAmt
Corporate Stock EOYFMV$14,176,943CorporateStockEOYFMVAmt
Other Investments BOY$414,940OtherInvestmentsBOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Other Investments EOYFMV$0OtherInvestmentsEOYFMVAmt
Total Assets BOY$24,915,459TotalAssetsBOYAmt
Total Assets EOY$33,717,592TotalAssetsEOYAmt
Total Assets EOYFMV$42,111,793TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$24,915,459RetainedEarningBOYAmt
Retained Earning EOY$33,717,592RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$24,915,459TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$33,717,592TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$24,915,459TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$33,717,592TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$24,915,459TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$8,802,133ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$33,717,592SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$33,717,592TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
10.3244 SHS OF MEDALLION FUNDD2013-03-312018-03-31$2,379,364$262,399$2,116,965$2,116,965
5.8755 SHS OF MEDALLION FUNDD2013-03-312018-06-30$1,455,555$149,328$1,306,227$1,306,227
24.8204 SHS OF MEDALLION FUNDD2013-03-312018-09-30$7,099,040$630,821$6,468,219$6,468,219
3.5135 SHS OF MEDALLION FUNDD2013-03-312018-12-31$1,133,001$89,297$1,043,704$1,043,704
FieldValueIRS element (for citing)
Capital Gain Net Income$10,935,115CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$3,849,972AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$33,619,779NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.114515DistributionYr1Rt
Adjusted Qlfy Distri Yr2$2,557,474AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$28,087,940NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.091052DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,779,001AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$21,355,375NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.083305DistributionYr3Rt
Adjusted Qlfy Distri Yr4$842,932AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$14,043,466NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.060023DistributionYr4Rt
Adjusted Qlfy Distri Yr5$424,200AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$9,099,947NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.046616DistributionYr5Rt
Total Distribution0.395511TotalDistributionRt
Average Distribution0.079102AverageDistributionRt
Net Vl Noncharitable Assets$37,283,181NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$2,949,174AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$110,526NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$3,059,700AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$2,243,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$221,053InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$221,053SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$221,053TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$80,532EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$80,532TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$140,521TaxDueAmt

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 ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDAVID ZIERKIndividualWithBooksNm
Phone4158083008PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line172-3207 MANINIOWALI DRIVEAddressLine1Txt
CityKAILUAKONACityNm
State AbbreviationHIStateAbbreviationCd
ZIP96740ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DAVID K ZIERK
72-3207 MANINIOWALI DRIVEKAILUAKONAHI96740PRESIDENT & TREASURER1.00$0$0$0
DAWN M ZIERK
72-3207 MANINIOWALI DRIVEKAILUAKONAHI96740VICE PRESIDENT & SECRETARY1.00$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 FUNDS TO EDUCATION AND HEALTH-RELATED ORGANIZATIONS, FOCUSING PARTICULARLY ON CHILDREN AND THEIR NEEDS TO ENSURE A QUALITY CHILDHOOD AND SMOOTH TRANSITION TO ADULTHOODDescription1Txt
Expenses1$0Expenses1Amt

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$17,245,859AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$20,605,086AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$37,850,945TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$37,850,945AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$567,764CashDeemedCharitableAmt
Net Vl Noncharitable Assets$37,283,181NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,864,159MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,864,159MinimumInvestmentReturnAmt
Tax Based On Investment Income$221,053TaxBasedOnInvestmentIncomeAmt
Total Tax$221,053TotalTaxAmt
Distributable Before Adj$1,643,106DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,643,106DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,643,106DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,243,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,243,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$2,243,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,643,106DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$59,855ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$173,895ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$800,230ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,278,129ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$2,287,919ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$4,600,028TotalExcessDistributionCyovAmt
Qualifying Distributions$2,243,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,643,106AppliedToCurrentYearAmt
Remaining Distri From Corpus$599,894RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$5,199,922TotalCorpusAmt
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$59,855ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$5,140,067ExcessDistriCyovToNextYrAmt
Excess From Year4$173,895ExcessFromYear4Amt
Excess From Year3$800,230ExcessFromYear3Amt
Excess From Year2$1,278,129ExcessFromYear2Amt
Excess From Year1$2,287,919ExcessFromYear1Amt
Excess From Current Year$599,894ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDAVID K ZIERKContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
HAWAII PREPARATORY ACADEMY
65-1692 KOHALA MOUNTAIN ROADWAIMEAHI96743NONE501(C)(3)TO SUPPORT EDUCATION$10,000
HSJGA
4330 KUKUI GROVE STLIHUEHI96766NONE501(C)(3)TO TEACH GOLF TO YOUTH$25,000
KOKUA CHRISTIAN MINISTRIES
PO BOX 231KAMUELAHI96743NONE501(C)(3)TO FEED OTHERS.$15,000
MAKUA LANI CHRISTIAN ACADEMY
74-4907 PALANI RDKAILUAKONAHI96740NONE501(C)(3)TO SUPPORT EDUCATION.$30,000
PAUAHI FOUNDATION
567 S KING ST 160HONOLULUHI96813NONE501(C)(3)TO BUILD COMMUNITY PARTNERSHIPS THAT IMPROVE LIVES WITHIN THE NATIVE HAWAIIAN COMMUNITY THROUGH EDUCATION.$10,000
REDF
221 MAIN STREET SUITE 1550SAN FRANCISCOCA94105NONE501(C)(3)TO CREATE JOBS FOR PEOPLE WHO FACE GREAT BARRIERS.$500,000
ST MICHAEL THE ARCHANGEL CHURCH
67-390 GOODALE AVENUEWAIALUAHI96791NONE501(C)(3)TO SUPPORT THE CHURCH.$1,043,000
TEACH FOR AMERICA - HAWAII
500 ALA MOANA BLVD 3HONOLULUHI96813NONE501(C)(3)TO IMPROVE HAWAII SCHOOLS$25,000
THE FIRST TEE SF
99 HARDING ROADSAN FRANCISCOCA94132NONE501(C)(3)TO TEACH GOLF TO YOUTH$300,000
TIPPING POINT COMMUNITY
220 MONTGOMERY STREET SUITE 850SAN FRANCISCOCA94104NONE501(C)(3)TO FIGHT POVERTY.$100,000
KUKIO COMMUNITY FUND
4139 HARDY STREET SUITE CLIHUEHI96766NONE501(C)(3)TO HELP SUPPORT THE COMMUNITY.$25,000
CAMP MAUI PILI'ALOHA
PO BOX 1484KIHEIHI96753NONE501(C)(3)TO SUPPORT CHILDREN.$10,000
GRACE SCIENCE FOUNDATION
PO BOX 114MENLO PARKCA94026NONE501(C)(3)TO SUPPORT RARE DISEASE RESEARCH.$10,000
HUI ALOHA KIHOLO
PO BOX 1868KAMUELAHI96743NONE501(C)(3)TO SUPPORT CONSERVATION AND LAND, SEA MANAGEMENT.$10,000
KAUAI FOOD BANK
3285 WAAPA ROAD SUITE ALIHUEHI96766NONE501(C)(3)TO PROVIDE RELIEF AID TO THOSE IN KAUAI.$10,000
TEAK FELLOWSHIP
16 WEST 22ND STREET 3RD FLOORNEW YORKNY10010NONE501(C)(3)TO SUPPORT CHILDREN IN SCHOOL BY PROVIDING THEM MENTORS IN NYC.$50,000
THE NATURE CONSERVANCY - HAWAII
4245 NORTH FAIRFAX DRIVE SUITE 100ARLINGTONVA222031606NONE501(C)(3)TO SUPPORT THE CONSERVATION OF BIG ISLANE MARINE.$50,000
WAIMEA OCEAN FILM FESTIVAL
PO BOX 6600KAMUELAHI96743NONE501(C)(3)TO SUPPORT THE EDUCATION OF OCEAN ENVIRONMENT AND ISLAND CULTURE.$10,000
WEST HAWAII EXPLORATION ACADEMY
73-4460 QUEEN KAAHUMANU HWY 105KAILUAKONAHI96740NONE501(C)(3)TO SUPPORT CHILDREN EDUCATION.$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,243,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion01ExclusionCd
Exclusion$117,533ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$10,935,115ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$11,052,648ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$11,052,648TotalIncomeProducingActyAmt

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)
CategoryACCOUNTINGCategoryTxt
Amt$7,500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
IdentifierSUPPLEMENTARY STATEMENTSIdentifierTxt
Form And Line ReferencePART: XV LINE: 2FormAndLineReferenceDesc
Medium ExplanationTHE ORGANIZATIONS PRIMARY ACTIVITY IS TO SUPPORT, BY CONTRIBUTIONS, OTHER ORGANIZATIONS QUALIFYING FOR EXEMPTION UNDER IRC SEC 501(C)(3). THE TRUSTEES CHOOSE THESE ORGANIZATIONS BASED UPON THEIR KNOWLEDGE OF THE ORGANIZATIONS ACTIVITIES. NO CONTRIBUTIONS, GRANTS, GIFTS, LOANS OR SCHOLARSHIPS ARE MADE TO INDIVIDUALS. THE ORGANIZATION DOES NOT PRESENTLY RECEIVE APPLICATIONS OR CONDUCT PROGRAMS FOR DONATIONS IN ITS ACTIVITIES.MediumExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMEDALLIONStockNm
EOY Book Value$5,783,102EOYBookValueAmt
EOYFMV$14,176,943EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK FEESDesc
Revenue And Expenses Per Books$15RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonDAVID ZIERKPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line172-3207 MANINIOWALI DRIVEAddressLine1Txt
CityKAILUAKONACityNm
State AbbreviationHIStateAbbreviationCd
ZIP96740ZIPCd

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