PADOSI FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- PADOSI FOUNDATION (EIN 47-3227718)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-09-11
- IRS object ID
- 201822549349100752
- Schema version
- 2017v2.3
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-09-11T14:57:08-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 990312074 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GILFORD SATO & ASSOCIATES CPAS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 711 KAPIOLANI BLVD SUITE 1000 | 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 | 473227718 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PADOSI FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PADO | BusinessNameControlTxt |
| Phone | 8087358001 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 160926 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96816 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAMELA LICHTY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8087358001 | PhoneNum |
| Signature | 2018-07-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOANNE HOE | PreparerPersonNm |
| PTIN | P00337116 | PTIN |
| Phone | 8089428868 | PhoneNum |
| Preparation | 2018-07-11 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.61.39.235 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-07-11 | IPDt |
| IP Tm | 21:01:57 | IPTm |
| IP Timezone | HS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | EB9908701DFADBCF827EB7899AC5FFD137F2A5AB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,243,870 | 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 | $2,100,418 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $210,388 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $210,388 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $188,131 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $655,824 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $188,131 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,498,937 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $398,519 | 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 |
| Legal Fees Rev And Expnss | $324 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,272 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $96,610 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $96,610 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,706 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,706 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $134 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $105,046 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $101,316 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,640,025 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,640,025 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,745,071 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $101,316 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,640,025 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$246,134 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $297,203 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $1 | CashEOYAmt |
| Cash EOYFMV | $1 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,004,956 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,066,050 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,066,050 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,307,050 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,272,009 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,578,507 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $8,330,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,074,599 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,599,312 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,642,006 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,412,659 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,243,870 | 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 | $10,642,006 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,412,659 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,642,006 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,412,659 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,642,006 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,412,659 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,642,006 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$246,134 | ExcessRevenueOverExpensesAmt |
| Other Increases | $16,787 | OtherIncreasesAmt |
| Subtotal | $10,412,659 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,412,659 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MORGAN STANLEY #5889 | P | $125,795 | $105,200 | $20,595 | $20,595 |
| MORGAN STANLEY #5889 | P | $413,880 | $362,493 | $51,387 | $51,387 |
| CAPITAL GAINS DIVIDENDS | P | $116,149 | $116,149 | $116,149 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $188,131 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,940,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,234,729 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.210077 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,255,950 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,645,022 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.763485 | DistributionYr2Rt |
| Total Distribution | 0.973562 | TotalDistributionRt |
| Average Distribution | 0.486781 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $10,467,994 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,095,621 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,972 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,098,593 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,640,025 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,944 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,944 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,944 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,880 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $11,880 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,936 | OverpaymentAmt |
| Applied To ES Tax | $5,936 | 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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | PAMELA G LICHTY | IndividualWithBooksNm |
| Phone | 8087358001 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 160926 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96816 | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| PAMELA LICHTY | ||||||||
| PO BOX 160926 | HONOLULU | HI | 96816 | TRUSTEE | 1.15 | $0 | $0 | $0 |
| DON LICHTY | ||||||||
| PO BOX 160926 | HONOLULU | HI | 96816 | TRUSTEE | 1.15 | $0 | $0 | $0 |
| SIMONE LICHTY | ||||||||
| PO BOX 160926 | HONOLULU | HI | 96816 | TRUSTEE | 0.38 | $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 | $10,187,640 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $439,765 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,627,405 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,627,405 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $159,411 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,467,994 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $523,400 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $523,400 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,944 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,944 | TotalTaxAmt |
| Distributable Before Adj | $517,456 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $517,456 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $517,456 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,640,025 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,640,025 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,640,025 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $517,456 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $1,174,906 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,480,108 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,655,014 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,640,025 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $517,456 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,122,569 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,777,583 | 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 | $4,777,583 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $1,174,906 | ExcessFromYear2Amt |
| Excess From Year1 | $1,480,108 | ExcessFromYear1Amt |
| Excess From Current Year | $2,122,569 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACLU OF HAWAII FOUNDATION | ||||||
| PO BOX 3410 | HONOLULU | HI | 96801 | PC | FOR DEFENSE OF CIVIL RIGHTS | $50,000 |
| ALASKA CONSERVATION FOUNDATION | ||||||
| 911 WEST 8TH AVE SUITE 300 | ANCHORAGE | AK | 99501 | PC | FOR NATURE CONSERVATION | $50,000 |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION | ||||||
| 125 BROAD ST 18TH FLOOR | NEW YORK | NY | 10004 | PC | FOR DEFENSE OF CIVIL RIGHTS | $200,000 |
| AMERICAN FRIENDS SERVICE COMMITTEE | ||||||
| 1501 CHERRY ST | PHILADELPHIA | PA | 19102 | PC | FOR SERVICE, DEVELOPMENT, AND PEACE PROGRAMS | $300,000 |
| AMERICAN HIMALAYAN FOUNDATION | ||||||
| 909 MONTGOMERY ST 400 | SAN FRANCISCO | CA | 94133 | PC | TO ASSIST PEOPLE OF THE HIMALAYAN REGION | $5,000 |
| AMNESTY INTERNATIONAL USA | ||||||
| 5 PENN PLAZA 16TH FLOOR | NEW YORK | NY | 10001 | PC | FOR PEACE PROGRAMS THROUGHOUT THE WORLD | $25,000 |
| ANERA | ||||||
| 1111 14TH ST NW SUITE 400 | WASHINGTON | DC | 20005 | PC | FOR PROGRAMS THAT AID PALESTINIAN REFUGEES | $30,000 |
| CENTER FOR CONSTITUTIONAL RIGHTS | ||||||
| 666 BROADWAY 7TH FLOOR | NEW YORK | NY | 10012 | PC | FOR ADVANCEMENT AND PROTECTION OF CIVIL RIGHTS | $175,000 |
| CENTER FOR CUBAN STUDIES | ||||||
| 231 WEST 29TH ST 401 | NEW YORK | NY | 10001 | PC | TO NORMALIZE RELATIONS BETWEEN CUBA AND THE U.S. | $20,000 |
| CODE PINK | ||||||
| PO BOX 475142 | SAN FRANCISCO | CA | 94147 | PC | TO END U.S. WARS AND MILITARISM | $2,500 |
| DANCE TO BE FREE | ||||||
| 2436 30TH ST | BOULDER | CO | 80301 | PC | TO CHANGE THE LIVES OF INCARCERATED WOMEN THROUGH THE HEALING POWER OF COLLECTIVE DANCE | $10,000 |
| DOCTORS WITHOUT BORDERS | ||||||
| 333 7TH AVE 2ND FLOOR | NEW YORK | NY | 10001 | PC | FOR MEDICAL ASSISTANCE THROUGHOUT THE WORLD | $100,000 |
| DPF OF HAWAII | ||||||
| 677 ALA MOANA BLVD | HONOLULU | HI | 96813 | PC | TO EDUCATE HAWAII ABOUT DRUG ISSUES | $35,000 |
| DRUG REFORM COORDINATION NETWORK FOUNDATION | ||||||
| 1623 CONNECTICUT AVE NW 3RD FLOOR | WASHINGTON | DC | 20009 | PC | TO REFORM DRUG POLICY FOR THOSE IN NEED | $2,500 |
| DRUG POLICY ALLIANCE | ||||||
| 131 WEST 33RD STREET 15TH FLOOR | NEW YORK | NY | 10001 | PC | TO ADVANCE THE POLICIES AND ATTITUDES THAT BEST REDUCE THE HARMS OF DRUG USE | $350,000 |
| EARTHJUSTICE | ||||||
| 850 RICHARDS ST 400 | HONOLULU | HI | 96813 | PC | FOR NATURE CONSERVATION | $25 |
| ENVIRONMENT HAWAII | ||||||
| 190 KEAWE ST SUITE 29 | HILO | HI | 96720 | PC | FOR NATURE CONSERVATION | $5,000 |
| FCNL EDUCATION FUND | ||||||
| 245 2ND STREET NE | WASHINGTON | DC | 20002 | PC | TO SUPPORT CIVIC ENGAGEMENT AND BRING QUAKER PERSPECTIVES TO BEAR ON PUBLIC POLICY | $2,500 |
| GREENPEACE FUND | ||||||
| 702 H ST NW SUITE 300 | WASHINGTON | DC | 20001 | PC | FOR NATURE CONSERVATION | $30,000 |
| HAWAII FOODBANK | ||||||
| 2611 KILIHAU ST | HONOLULU | HI | 96819 | PC | TO PROVIDE MEALS FOR PEOPLE IN NEED | $20,000 |
| HELPING HANDS HAWAII | ||||||
| 2100 N NIMITZ HWY | HONOLULU | HI | 96819 | PC | TO AID PEOPLE IN NEED IN HAWAII | $2,500 |
| HUMAN RIGHTS WATCH | ||||||
| 350 5TH AVE 34TH FLOOR | NEW YORK | NY | 10118 | PC | FOR ADVANCEMENT AND PROTECTION OF CIVIL RIGHTS | $10,000 |
| INTERNATIONAL PLANNED PARENTHOOD FED | ||||||
| 125 MAIDEN LANE 9TH FLOOR | NEW YORK | NY | 100384730 | PC | TO AID PEOPLE IN NEED | $1,000 |
| INSTITUTE FOR HUMAN SERVICES | ||||||
| 546 KAAAHI ST | HONOLULU | HI | 96817 | PC | FOR ASSISTANCE TO HOMELESS PEOPLE | $10,000 |
| LABORATORY 4 ICON & IDIOM INC | ||||||
| 675 THIRD AVE 32ND FLOOR | NEW YORK | NY | 10017 | PC | TO SUPPORT THE ORGANIZATION | $2,500 |
| LIFE FOUNDATION | ||||||
| 677 ALA MOANA BLVD 226 | HONOLULU | HI | 96813 | PC | FOR NATURE CONSERVATION | $3,000 |
| LIVING TRADITIONS BROOKLYN FOLK FESTIVAL | ||||||
| 315 COLUMBIA STREET | BROOKLYN | NY | 11231 | PC | TO SUPPORT THE EVENT | $500 |
| MADRE | ||||||
| 121 WEST 27TH ST 301 | NEW YORK | NY | 10001 | PC | FOR WOMEN RIGHTS | $20,000 |
| MAPS | ||||||
| 1115 MISSION STREET | SANTA CRUZ | CA | 950609989 | PC | TO SUPPORT THE ORGANIZATION | $2,500 |
| NATIONAL ADVOCATES FOR PREGNANT WOMEN | ||||||
| 875 6TH AVENUE SUITE 1807 | NEW YORK | NY | 10001 | PC | TO AID PREGNANT WOMEN | $2,500 |
| NATIVE AMERICAN RIGHTS FUND | ||||||
| 1506 BROADWAY | BOULDER | CO | 80302 | PC | TO AID IN PRESERVING NATIVE AMERICAN RIGHTS | $10,000 |
| NATURE CONSERVANCY OF HAWAII | ||||||
| 923 NUUANU AVE | HONOLULU | HI | 96817 | PC | FOR NATURE CONSERVATION | $80,000 |
| NATURE CONSERVANCY OF NEW MEXICO | ||||||
| 212 E MARCY ST 20 | SANTA FE | NM | 87501 | PC | FOR NATURE CONSERVATION | $75,000 |
| NATURE RESOURCES DEFENSE COUNCIL | ||||||
| 40 W 20TH ST | NEW YORK | NY | 10011 | PC | FOR NATURE CONSERVATION | $40,000 |
| NEPAL YOUTH FOUNDATION | ||||||
| 3030 BRIDGEWAY SUITE 202 | SAUSALITO | CA | 94965 | PC | TO HELP CHILDREN IN NEPAL | $5,000 |
| OXFAM AMERICA | ||||||
| 226 CAUSEWAY ST 5TH FLOOR | BOSTON | MA | 02114 | PC | TO AID WORLDWIDE POVERTY, HUNGER AND INJUSTICE | $60,000 |
| TIDES CENTER - PALESTINE LEGAL | ||||||
| 637 S DEARBORN ST 3RD FLOOR | CHICAGO | IL | 60605 | PC | TO PROTECT THE RIGHTS OF PEOPLE IN THE U.S. WHO SPEAK OUT FOR PALESTINIAN FREEDOM | $10,000 |
| PLANNED PARENTHOOD HAWAII | ||||||
| 1350 S KING ST SUITE 310 | HONOLULU | HI | 96814 | PC | FOR PROGRAMS ON REPRODUCTIVE HEALTH | $500,000 |
| PLANNED PARENTHOOD USA | ||||||
| 1350 S KING ST SUITE 310 | HONOLULU | HI | 96814 | PC | FOR PROGRAMS ON REPRODUCTIVE HEALTH | $7,500 |
| PROJECT VISION HAWAII | ||||||
| PO BOX 23212 | HONOLULU | HI | 96823 | PC | TO PROVIDE HEALTHCARE FOR THOSE IN NEED | $200,500 |
| RAINFOREST ACTION NETWORK | ||||||
| 425 BUSH ST SUITE 300 | SAN FRANCISCO | CA | 94108 | PC | FOR NATURE CONSERVATION | $10,000 |
| UH FOUNDATION - HAWAII INNOCENCE PROJECT | ||||||
| 2444 DOLE STREET BACHMAN HALL 105 | HONOLULU | HI | 96822 | PC | TO SUPPORT THE ORGANIZATION | $25,000 |
| UNCHR (REFUGEES) | ||||||
| 1775 K ST NW SUITE 580 | WASHINGTON | DC | 20006 | PC | TO PROTECT REFUGEES THROUGHOUT THE WORLD | $110,000 |
| UNICEF | ||||||
| 125 MAIDEN LANE 11TH FLOOR | NEW YORK | NY | 10038 | PC | TO SUPPORT THE ORGANIZATION | $10,000 |
| WAIKIKI HEALTH | ||||||
| 277 OHUA AVE | HONOLULU | HI | 96815 | PC | FOR HEALTH PROGRAMS | $25,000 |
| WOMEN'S FUND OF HAWAII | ||||||
| 1802 KEEAUMOKU ST | HONOLULU | HI | 96822 | PC | TO AID WOMEN IN POVERTY | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,640,025 | 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 | $210,388 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $188,131 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $398,519 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $398,519 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DON AND PAMELA LICHTY | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4340 PAHOA AVE APT 20C | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96816 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,100,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $3,272 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS | StockNm |
| EOY Book Value | $1,272,009 | EOYBookValueAmt |
| EOYFMV | $1,578,507 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $8,074,599 | BookValueAmt |
| EOYFMV | $8,599,312 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $324 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS EXPENSE | Desc |
| Revenue And Expenses Per Books | $134 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO NET ASSETS | Desc |
| Amt | $16,787 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $96,610 | Amt |
| Net Investment Income | $96,610 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DON AND PAMELA LICHTY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4340 PAHOA AVE APT 20C | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96816 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN | $2,221 | $2,221 | $0 |
| FEDERAL | $2,485 | $2,485 | $0 |
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