BETA

FROST FAMILY FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
FROST FAMILY FOUNDATION (EIN 27-3374284)
Tax period
2015-09-01 to 2016-08-31
Filed
2016-12-12
IRS object ID
201613479349100206
Schema version
2015v2.1
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)
Return2016-12-12T11:27:17-06:00ReturnTs
Tax Period End2016-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN263910260PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WEALTH MANAGEMENT CPASBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 61850AddressLine1Txt
CityHONOLULUCityNm
State AbbreviationHIStateAbbreviationCd
ZIP968391850ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN273374284EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FROST FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFROSBusinessNameControlTxt
Phone8085665550PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1347AddressLine1Txt
CityMAKAWAOCityNm
State AbbreviationHIStateAbbreviationCd
ZIP96768ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKARIN FROSTPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8085665550PhoneNum
Signature2016-11-30SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonFRANCES P LUI-KWANPreparerPersonNm
PTINP00294905PTIN
Phone8085218801PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$10,602,376FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$184,300DividendsRevAndExpnssAmt
Dividends Net Invst Incm$184,300DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$186,103NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$243,852GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$186,103CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$370,403TotalRevAndExpnssAmt
Total Net Invst Incm$370,403TotalNetInvstIncmAmt
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$3,927AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,356AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,571AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$80,789OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$58,539OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$22,250OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$6,159TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$90,875TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$60,895TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$23,821TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$596,971ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$596,971ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$687,846TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$60,895TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$620,792TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$317,443ExcessRevenueOverExpensesAmt
Net Investment Income$309,508NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$44,984SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$555,962SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$555,962SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$5,575,297CorporateStockBOYAmt
Corporate Stock EOY$5,139,114CorporateStockEOYAmt
Corporate Stock EOYFMV$7,172,911CorporateStockEOYFMVAmt
Corporate Bonds BOY$3,185,171CorporateBondsBOYAmt
Corporate Bonds EOY$2,793,898CorporateBondsEOYAmt
Corporate Bonds EOYFMV$2,873,503CorporateBondsEOYFMVAmt
Total Assets BOY$8,805,452TotalAssetsBOYAmt
Total Assets EOY$8,488,974TotalAssetsEOYAmt
Total Assets EOYFMV$10,602,376TotalAssetsEOYFMVAmt
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$8,805,452RetainedEarningBOYAmt
Retained Earning EOY$8,488,974RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$8,805,452TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$8,488,974TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$8,805,452TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$8,488,974TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$8,805,452TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$317,443ExcessRevenueOverExpensesAmt
Other Increases$965OtherIncreasesAmt
Subtotal$8,488,974SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$8,488,974TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
BNY MELLON 26000 (SEE STATEMENT)P2015-09-012016-07-31$2,861$2,861$2,861
BNY MELLON 26000 (SEE STATEMENT)P2014-09-012016-08-31-$37,122-$37,122$37,122
BNY MELLON 26010 (SEE STATEMENT)P2015-09-012016-07-31-$110-$110$110
BNY MELLON 26020 (SEE STATEMENT)P2015-09-012016-07-31-$20,517-$20,517$20,517
BNY MELLON 26020 (SEE STATEMENT)P2014-09-012016-08-31$77,358$77,358$77,358
CAPITAL GAINS DIVIDENDSP$163,633$163,633$163,633
FieldValueIRS element (for citing)
Capital Gain Net Income$186,103CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$532,942AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$11,207,320NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.047553DistributionYr1Rt
Adjusted Qlfy Distri Yr2$432,159AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$10,808,033NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.039985DistributionYr2Rt
Adjusted Qlfy Distri Yr3$543,134AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$10,203,150NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.053232DistributionYr3Rt
Adjusted Qlfy Distri Yr4$382,341AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$9,749,272NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.039217DistributionYr4Rt
Adjusted Qlfy Distri Yr5$0AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$7,410,974NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.000000DistributionYr5Rt
Total Distribution0.179987TotalDistributionRt
Average Distribution0.035997AverageDistributionRt
Net Vl Noncharitable Assets$10,408,435NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$374,672AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$3,095NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$377,767AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$620,792QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$3,095InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,095SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,095TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,440EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$4,440TotalPaymentsAndCreditsAmt
Overpayment$1,345OverpaymentAmt
Applied To ES Tax$1,345AppliedToESTaxAmt
Refund$0RefundAmt

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 FundYes (1)DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1FROST FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8085665550PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1347AddressLine1Txt
CityMAKAWAOCityNm
State AbbreviationHIStateAbbreviationCd
ZIP96768ZIPCd
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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonKARIN A FROSTPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1347AddressLine1Txt
CityMAKAWAOCityNm
State AbbreviationHIStateAbbreviationCd
ZIP96768ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
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

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$10,036,056AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$530,883AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$10,566,939TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$10,566,939AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$158,504CashDeemedCharitableAmt
Net Vl Noncharitable Assets$10,408,435NetVlNoncharitableAssetsAmt
Minimum Investment Return$520,422MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$520,422MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,095TaxBasedOnInvestmentIncomeAmt
Total Tax$3,095TotalTaxAmt
Distributable Before Adj$517,327DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$517,327DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$517,327DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$620,792ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$620,792QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$3,095PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$617,697AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$517,327DistributableAsAdjustedAmt
Undistributed Income PY$555,962UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$620,792QualifyingDistributionsAmt
Applied To Year1$555,962AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$64,830AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$452,497UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerKARIN A FROSTContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonKARIN FROSTRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1347AddressLine1Txt
CityMAKAWAOCityNm
State AbbreviationHIStateAbbreviationCd
ZIP96768ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8085665550RecipientPhoneNum
Form And Info And MaterialsANYFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsTHE FOUNDATION PROVIDES GRANTS TO OTHER EXEMPT ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986. SUCH ORGANIZATIONS WOULD PROMOTE THE FOUNDATION'S CHARITABLE, SCIENTIFIC, LITERARY AND RELIGIOUS PURPOSES.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
UNIVERSITY OF HAWAII FOUNDATION
2444 DOLE STREETHONOLULUHI96822NONEPUBLIC CHARITYGENERAL PURPOSES$55,000
HAWAII FARMERS UNION UNITED
PO BOX 99WAILUKUHI96793NONEPUBLIC CHARITYGENERAL PURPOSES$10,000
FAMILY HUI HAWAII
827 FORT STREET MALLHONOLULUHI96813NONEPUBLIC CHARITYGENERAL PURPOSES$50,000
MALAMA NA MAKUA A KEIKI
388 ANO STREETKAHULUIHI96732NONEPUBLIC CHARITYGENERAL PURPOSES$50,500
FROST FAMILY FUND (SEE ATTACHMENT)
827 FORT STREET MALLHONOLULUHI96813NONEPUBLIC CHARITYGENERAL PURPOSES$209,000
NATIVE HAWAIIAN LEGAL CORP
1164 BISHOP STREET 1205HONOLULUHI96813NONEPUBLIC CHARITYGENERAL PURPOSES$40,000
MA KA HANA IKE
PO BOX 968HANAHI96713NONEPUBLIC CHARITYGENERAL PURPOSES$10,000
MAUI FAMILY SUPPORT SERVICES
1844 WILI PA LOOPWAILUKUHI96793NONEPUBLIC CHARITYGENERAL PURPOSES$45,000
SUSTAINABLE MOLOKAI
PO BOX 250KAUNAKAKAIHI96748NONEPUBLIC CHARITYGENERAL PURPOSES$5,000
MOLOKAI LAND TRUST
PO BOX 1884KAUNAKAKAIHI96748NONEPUBLIC CHARITYGENERAL PURPOSES$10,000
TRI ISLE RESOURCE
244 PAPA PLACEKAHULUIHI96732NONEPUBLIC CHARITYGENERAL PURPOSES$15,000
HAWAII COMMUNITY FOUNDATION
827 FORT STREET MALLHONOLULUHI96813NONEPUBLIC CHARITYGENERAL PURPOSES$97,471
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$596,971TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$184,300ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$186,103ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$370,403ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$370,403TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number3LineNumberTxt
Relationship StatementTHE FOUNDATION PROVIDES GRANTS TO OTHER IRC SECTION 501(C)(3) ORGANIZATIONS. IT IS PRIMARILY SUPPORTED BY CONTRIBUTIONS FROM KARIN FROST. ITS FUNDS ARE HELD IN STOCK AND BOND ACCOUNTS.RelationshipStatementTxt

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)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$3,927Amt
Net Investment Income$2,356NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,571DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
IdentifierTHE DISTRIBUTIONS TO A DAF WERE TREATED AS QUALIFYING DISTRIBUTIONS. THEIdentifierTxt
Form And Line ReferenceFORM 990-PF, PART VII-A, LINE 12FormAndLineReferenceDesc
Medium ExplanationFOUNDATION IS FURTHER SUPOORTED BY THE FROST FAMILY FUND, A DONOR ADVISED FUND, WHICH IS PRIMARILY FOCUSED IN THE AREAS OF ENVIRONMENTAL AND THE HEALTHY DEVELOPMENT OF YOUNG CHILDREN ON MAUI. $209,000 OF GRANTS WERE PAID TO VARIOUS ORGANIZATIONS MATCHING THIS CRITERIA.MediumExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondBNY MELLON FIXED INCOMEBondNm
EOY Book Value$2,793,898EOYBookValueAmt
EOYFMV$2,873,503EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockBNY MELLON EQUITIESStockNm
EOY Book Value$5,139,114EOYBookValueAmt
EOYFMV$7,172,911EOYFMVAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescPRIOR PERIOD ADJUSTMENTDesc
Amt$965Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BNY MELLON INVESTMENT FEES$49,164$49,164$0
HCF GRANT MAKING FEES$21,000$0$21,000
NATURAL INVESTMENT FEES$7,500$7,500$0
CONSULTING FEES$3,125$1,875$1,250

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonKARIN FROSTPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1353 HANAMAU STREET 21AddressLine1Txt
CityKAHULUICityNm
State AbbreviationHIStateAbbreviationCd
ZIP96732ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL INCOME TAXCategoryTxt
Amt$6,159Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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