HATTORI FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- HATTORI FOUNDATION (EIN 95-4575007)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-10
- IRS object ID
- 201623159349100857
- 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
- Form 990-PF
- Accounting Fees Schedule
- Acty Not Previously Rpt Expln
- General Explanation Attachment
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-10T14:34:24-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946214841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Armanino LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11766 Wilshire Blvd 9th Floor | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954575007 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Hattori Foundation | BusinessNameLine1Txt |
| Business Name Line2 | c/o Francis Costello Holland & Knight | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HATT | BusinessNameControlTxt |
| Phone | 2138962400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 S Hope St 8th Floor | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRANCIS W COSTELLO | PersonNm |
| Person Title | SECRETARY/TREAS | PersonTitleTxt |
| Phone | 2138962400 | PhoneNum |
| Signature | 2016-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Renee Ordeneaux | PreparerPersonNm |
| PTIN | P00733066 | PTIN |
| Phone | 3104784148 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $43,500,668 | 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 | $5,544 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $25,838 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $25,838 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $28,334 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,334 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $345,822 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $345,822 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $89,765 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $2,350,696 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,367,057 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,471,086 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $85,200 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $85,030 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,841,434 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,956,110 | 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 |
| Legal Fees Rev And Expnss | $482,920 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $410,482 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $31,202 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $41,602 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $31,202 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $10,400 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $468,953 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $235 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $168,641 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $168,641 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $270,353 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $270,033 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,432,469 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $880,358 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $41,837 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $52,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $52,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,485,069 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $880,358 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $94,437 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,356,365 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,075,752 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $17,446,790 | CashBOYAmt |
| Cash EOY | $30,629,311 | CashEOYAmt |
| Cash EOYFMV | $30,629,311 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $446,861 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $175,366 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $175,366 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $494,366 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $10,384 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $10,384 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $1,562,273 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,865,963 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,041,329 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $8,400,000 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $252,961 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $19,392,388 | LandBOYAmt |
| Land EOY | $8,147,039 | LandEOYAmt |
| Land EOYFMV | $8,400,000 | LandEOYFMVAmt |
| Other Assets BOY | $2,488,847 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,244,278 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,244,278 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $41,831,525 | TotalAssetsBOYAmt |
| Total Assets EOY | $43,072,341 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $43,500,668 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $59,784 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $402,000 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $59,784 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $402,000 | 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 | $41,771,741 | RetainedEarningBOYAmt |
| Retained Earning EOY | $42,670,341 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $41,771,741 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $42,670,341 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $41,831,525 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $43,072,341 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $41,771,741 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,356,365 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $43,128,106 | SubtotalAmt |
| Other Decreases | $457,765 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $42,670,341 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Morgan Stanley #0163 - Sale of Short Term Securities | P | 2015-08-26 | 2015-12-01 | $50,000 | $50,000 | $0 | $0 |
| Sale of Torrance #3415 Property | D | 2015-01-16 | $4,150,000 | $986,172 | $3,163,828 | $3,163,828 | |
| Sale of New York Property | D | 2015-07-29 | $2,275,000 | $253,814 | $2,021,186 | $2,021,186 | |
| Sale of Torrance #23155 Property | D | 2015-08-12 | $7,675,000 | $1,605,985 | $6,069,015 | $6,069,015 | |
| Capital Gain Distributions - American Wa Mutual A | P | 2015-12-18 | $19,812 | $19,812 | $19,812 | ||
| Capital Gain Distributions - Davis New York Venture A | P | 2015-07-01 | $106,566 | $106,566 | $106,566 | ||
| Capital Gain Distributions - Davis New York Venture A | P | 2015-12-10 | $90,679 | $90,679 | $90,679 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,471,086 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $35,579 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $21,948,895 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.001621 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $82,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,767,146 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046685 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $80,518 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,615,897 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049829 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $111,600 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,615,417 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.069084 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $84,269 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,573,997 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.053538 | DistributionYr5Rt |
| Total Distribution | 0.220757 | TotalDistributionRt |
| Average Distribution | 0.044151 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $44,880,303 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,981,510 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $110,758 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,092,268 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,094,437 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $221,515 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $221,515 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $221,515 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $60,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $60,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $4,433 | EsPenaltyAmt |
| Tax Due | $165,948 | TaxDueAmt |
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 | Yes (1) | 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 | CA | 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 | F Costello Holland Knight | IndividualWithBooksNm |
| Phone | 2138962400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 S HOPE ST 8TH FLOOR | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Exempt Interest | $0 | TaxExemptInterestAmt |
| 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 |
|---|---|---|---|---|---|---|---|---|
| TAKAKO HATTORI | ||||||||
| 400 SOUTH HOPE STREET | LOS ANGELES | CA | 90071 | President | 1.00 | $0 | $0 | $0 |
| SATOKO HATTORI | ||||||||
| 400 SOUTH HOPE STREET | LOS ANGELES | CA | 90071 | Vice President | 1.00 | $0 | $0 | $0 |
| FRANCIS W COSTELLO | ||||||||
| 400 SOUTH HOPE STREET | LOS ANGELES | CA | 90071 | Secretary/Treas | 1.00 | $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 | $1,813,364 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $24,200,395 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $19,550,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $45,563,759 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $45,563,759 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $683,456 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $44,880,303 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,244,015 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,244,015 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $221,515 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $221,515 | TotalTaxAmt |
| Distributable Before Adj | $2,022,500 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,022,500 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,022,500 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $94,437 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Set Aside Suitability Test | $1,000,000 | SetAsideSuitabilityTestAmt |
| Qualifying Distributions | $1,094,437 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,094,437 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,022,500 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $771,357 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,094,437 | QualifyingDistributionsAmt |
| Applied To Year1 | $771,357 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $323,080 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,699,420 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DOLORES MISSION SCHOOL | |||||||||||
| 170 S GLESS STREET | LOS ANGELES | CA | 90033 | Religious School | UNRESTRICTED | $3,000 | |||||
| GARDENA-TORRANCE SOUTHERN BAPTIST CHURCH | |||||||||||
| 1457 W 179TH STREET | GARDENA | CA | 90248 | PUBLIC CHARITY | UNRESTRICTED | $5,000 | |||||
| HELP THEM SMILE | |||||||||||
| 403 WEST ADAMS BLVD4TH FL BLDG A | LOS ANGELES | CA | 90007 | PUBLIC CHARITY | UNRESTRICTED | $4,000 | |||||
| SUNRITZ HATTORI MUSEUM OF ARTS | |||||||||||
| PUBLIC CHARITY | SEE ATTACHMENT | $40,600 | 2-1-1 KOGANDOORI | SUWA | NAGANO | JA | 392 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $52,600 | 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 | $25,838 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,334 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $89,765 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $85,200 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,350,696 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,579,833 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,579,833 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $41,602 | Amt |
| Net Investment Income | $31,202 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $10,400 | DisbursementsCharitablePrpsAmt |
Acty Not Previously Rpt Expln ActyNotPreviouslyRptExpln
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Multiple rental real estate properties were contributed to the Hattori Foundation in 2014. The foundation is currently in the process of divesting these rental properties. | ExplanationTxt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II, column (a), Lines 10b & 29 | FormAndLineReferenceDesc |
| Medium Explanation | The beginning balance sheet has been adjusted to reflect unrealized activity in prior year returns. Investments on Line 10b have increased to $1,562,273 and Retained Earnings on Line 29 have increased to $41,771,741. This adjustment reflects a late audit adjustment and brings the tax returns into conformity with the audited financial statements. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Investments - Corporate Stock | StockNm |
| EOY Book Value | $1,865,963 | EOYBookValueAmt |
| EOYFMV | $2,041,329 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HOLLAND & KNIGHT LLP | CategoryTxt |
| Legal Fees | $482,920 | LegalFeesAmt |
| Net Investment Income | $410,482 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $31,202 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CASH SURRENDER VALUE OF LIFE INSURANCE | Desc |
| BOY Book Value | $2,488,847 | BOYBookValueAmt |
| EOY Book Value | $2,244,278 | EOYBookValueAmt |
| EOYFMV | $2,244,278 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Loss on Investments | Desc |
| Amt | $457,765 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK CHARGES | $213 | $213 | $0 | $0 |
| Management Fees | $14,083 | $13,763 | $0 | $0 |
| CONTRACTOR FEES | $30,372 | $30,372 | $0 | |
| AMORTIZATION | $1,159 | $1,159 | $0 | |
| LANDSCAPING FEES | $22,958 | $22,958 | $0 | |
| LEASING COMMISSIONS | $134,552 | $134,552 | $0 | |
| PROPERTY TAXES | $59,505 | $59,505 | $0 | |
| MISCELLANEOUS | $729 | $729 | $0 | |
| Repairs | $245 | $245 | $0 | |
| Telephone | $89 | $89 | $0 | |
| Utilities | $2,002 | $2,002 | $0 | |
| INSURANCE | $4,446 | $4,446 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Other Income | $170 | $0 |
| Foreign currency gain | $85,030 | $85,030 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| STATE TAX | $235 | $0 | $0 | $235 |
| EXCISE TAX | $468,718 | $0 | $0 | $0 |
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