HOEA THE FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- HOEA THE FOUNDATION (EIN 46-4730871)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-15
- IRS object ID
- 201801359349103890
- Schema version
- 2017v2.2
- 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
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-15T18:20:50-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 990224276 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUSTA AAC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1003 BISHOP ST STE 1700 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96813 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464730871 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HO'EA - THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOEA | BusinessNameControlTxt |
| Phone | 8089494477 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 SOUTH STREET No 104 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96813 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Eric Fujimoto | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8089494477 | PhoneNum |
| Signature | 2018-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HOWARD K KAM JR | PreparerPersonNm |
| PTIN | P00057490 | PTIN |
| Phone | 8085248080 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $57,166 | 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 | $24,082 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $8 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $454 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $454 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,600 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,756 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,600 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $26,144 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,062 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,372 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $686 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $686 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $1,367 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $731 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $637 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,739 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,417 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,323 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $13,955 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $13,955 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $16,694 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,417 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $15,278 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $9,450 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $645 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $9,020 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $20,416 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $20,416 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $39,492 | CorporateStockBOYAmt |
| Corporate Stock EOY | $37,546 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $36,654 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $96 | OtherAssetsBOYAmt |
| Other Assets EOY | $96 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $96 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $48,608 | TotalAssetsBOYAmt |
| Total Assets EOY | $58,058 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $57,166 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $48,608 | RetainedEarningBOYAmt |
| Retained Earning EOY | $58,058 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $48,608 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $58,058 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $48,608 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $58,058 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $48,608 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $9,450 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $58,058 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $58,058 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| American Express Company | D | 2014-07-08 | 2017-02-15 | $3,974 | $4,638 | -$664 | -$664 |
| M&T Bank Corp | D | 2016-12-19 | 2017-02-15 | $2,758 | $505 | $2,253 | $2,253 |
| Barclays Bank | D | 2016-12-15 | 2017-09-13 | $24 | $13 | $11 | $11 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,600 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $14,208 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $38,394 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.370058 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $8,824 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $40,882 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.215841 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $24,628 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.040604 | DistributionYr3Rt |
| Total Distribution | 0.626503 | TotalDistributionRt |
| Average Distribution | 0.208834 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $47,964 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $10,017 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $10,023 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $15,278 | 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 | $6 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $96 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $96 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $90 | OverpaymentAmt |
| Applied To ES Tax | $90 | 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 | 0 | 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 | Eric Fujimoto | IndividualWithBooksNm |
| Phone | 8089494477 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 South Street STE 104 | AddressLine1Txt |
| City | Honolulu | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96813 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| Eric Fujimoto | ||||||||
| 555 South St STE 104 | Honolulu | HI | 96813 | President/Director | 2.00 | $0 | $0 | $0 |
| Vaughn Victorino | ||||||||
| 555 South St STE 104 | Honolulu | HI | 96813 | Treasurer/Secretary/Direct | 2.00 | $0 | $0 | $0 |
| Lynne Kaneshiro | ||||||||
| 555 South St STE 104 | Honolulu | HI | 96813 | Director | 2.00 | $0 | $0 | $0 |
| Marie Imanaka | ||||||||
| 555 South St STE 104 | Honolulu | HI | 96813 | Director | 2.00 | $0 | $0 | $0 |
| Jill Misawa | ||||||||
| 555 South St STE 104 | Honolulu | HI | 96813 | Director | 2.00 | $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) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $33,976 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $14,718 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $48,694 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $48,694 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $730 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $47,964 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,398 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,398 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6 | TotalTaxAmt |
| Distributable Before Adj | $2,392 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,392 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,392 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $15,278 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $15,278 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $15,272 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,392 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $6,627 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $12,288 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $18,915 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $15,278 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,392 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $12,886 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $31,801 | 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 | $31,801 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $6,627 | ExcessFromYear2Amt |
| Excess From Year1 | $12,288 | ExcessFromYear1Amt |
| Excess From Current Year | $12,886 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Eric Fujimoto | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 South Street STE 104 | AddressLine1Txt |
| City | Honolulu | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96813 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8089494477 | RecipientPhoneNum |
| Form And Info And Materials | Applications should be submitted in letter form, to include a copy of the applicant's financial statements, IRS determination letter of exempt status, and Form 990, as applicable. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | Charitable, religious, literary, educational, and scientific purposes. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Kenneth and Diane Matsuura Foundation | |||||||
| 803 Ainapo Street | Honolulu | HI | 96825 | N/A | PF | Support | $3,400 |
| Chaminade University of Honolulu | |||||||
| 3140 Waialae Ave | Honolulu | HI | 96816 | N/A | PC | Support | $500 |
| Coalition for A Drug-Free Hawaii | |||||||
| 1130 N Nimitz Highway A259 | Honolulu | HI | 96817 | N/A | PC | Support | $500 |
| Iolani School | |||||||
| 563 Kamoku St | Honolulu | HI | 96826 | N/A | PC | Support | $2,500 |
| Island Breeze Foundation | |||||||
| 10 Sand Island Pkwy | Honolulu | HI | 96819 | N/A | PC | Support | $2,500 |
| Punahou School | |||||||
| 1601 Punahou St | Honolulu | HI | 96822 | N/A | PC | Support | $872 |
| Punahou School | |||||||
| 1601 Punahou St | Honolulu | HI | 96822 | N/A | PC | Support | $1,683 |
| EFC Hawaii | |||||||
| PO Box 37035 | Honolulu | HI | 96837 | N/A | I | Support | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $13,955 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $454 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 522100 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,600 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,600 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $462 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,062 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (9 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| Judy Hui | |||||||
| 1 | 1551 Ala Wai Blvd APT 1601 | Honolulu | HI | 96815 | $2,500 | Yes (X) | |
| Roberts Hawaii | |||||||
| 2 | 680 Iwilei Road STE 700 | Honolulu | HI | 96817 | $2,500 | Yes (X) | |
| Lynne Kaneshiro | |||||||
| 3 | 1388 Ala Moana Blvd APT 7705 | Honolulu | HI | 96814 | $2,500 | Yes (X) | |
| Kenneth and Diane Matsuura | |||||||
| 4 | 803 Ainapo Street | Honolulu | HI | 96825 | $1,500 | Yes (X) | |
| Roberta Sunahara | |||||||
| 5 | 1388 Ala Moana Blvd APT 27003 | Honolulu | HI | 96814 | $1,000 | Yes (X) | |
| Dura Constructors Inc | |||||||
| 6 | 765 Amana Street STE 500 | Honolulu | HI | 96814 | $5,000 | Yes (X) | |
| William and Brenda Chee | |||||||
| 7 | 525 Hakaka Place | Honolulu | HI | 96816 | $2,000 | Yes (X) | |
| Alton Yoshikawa | |||||||
| 8 | 13362 Verona | Tustin | CA | 92782 | $2,500 | Yes (X) | |
| Ho'ea Wealth Advisory Group | |||||||
| 9 | 555 South Street STE 104 | Honolulu | HI | 96813 | $3,210 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 9 | ContributorNum |
| Noncash Property | M&T Bank Corp stocks | NoncashPropertyDesc |
| Fair Market Value | $3,210 | FairMarketValueAmt |
| Received | 2017-08-30 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting fees | CategoryTxt |
| Amt | $1,372 | Amt |
| Net Investment Income | $686 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $686 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| American Express Company | $27,831 | $29,793 |
| M&T Bank Corporation | $3,210 | $5,130 |
| Barclays Bank PLC | $6,505 | $1,731 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal tax overpayment | Desc |
| BOY Book Value | $96 | BOYBookValueAmt |
| EOY Book Value | $96 | EOYBookValueAmt |
| EOYFMV | $96 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Investment fees | $95 | $95 | $0 | $0 |
| Uniforms | $1,235 | $618 | $0 | $618 |
| Office expenses | $37 | $18 | $0 | $19 |
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