BETA

ZIERK FAMILY FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
ZIERK FAMILY FOUNDATION (EIN 46-2243181)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-13
IRS object ID
201611349349103351
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)
Return2016-05-13T17:25:23-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN943145806PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1REALIZE CPA LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line150 CALIFORNIA STREET SUITE 3550AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94111ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN462243181EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID K ZIERKPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4153625990PhoneNum
Signature2016-05-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonNORLEEN BOUNDSPreparerPersonNm
PTINP00287731PTIN
Phone4153625990PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$26,222,866FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,000,000ContriRcvdRevAndExpnssAmt
Net Gain Sale Ast Rev And Expnss$4,449,934NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$6,476,350GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$4,449,934CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$6,449,934TotalRevAndExpnssAmt
Total Net Invst Incm$4,449,934TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$41,568TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$6,304OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$53,372TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,823,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,823,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,876,872TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$1,823,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$4,573,062ExcessRevenueOverExpensesAmt
Net Investment Income$4,449,934NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,826,989SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$8,632,181SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$8,632,181SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$6,064,628CorporateStockBOYAmt
Corporate Stock EOY$4,038,211CorporateStockEOYAmt
Corporate Stock EOYFMV$14,781,371CorporateStockEOYFMVAmt
Other Investments BOY$3,015,027OtherInvestmentsBOYAmt
Other Investments EOY$2,809,314OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,809,314OtherInvestmentsEOYFMVAmt
Total Assets BOY$10,906,644TotalAssetsBOYAmt
Total Assets EOY$15,479,706TotalAssetsEOYAmt
Total Assets EOYFMV$26,222,866TotalAssetsEOYFMVAmt
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$10,906,644RetainedEarningBOYAmt
Retained Earning EOY$15,479,706RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$10,906,644TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$15,479,706TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$10,906,644TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$15,479,706TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$10,906,644TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$4,573,062ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$15,479,706SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$15,479,706TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
49.5338 SHS OF MEDALLION FUNDD2013-03-312015-06-30$3,667,036$1,258,923$2,408,113$2,408,113
30.1979 SHS OF MEDALLION FUNDD2013-03-312015-12-31$2,809,314$767,493$2,041,821$2,041,821
FieldValueIRS element (for citing)
Capital Gain Net Income$4,449,934CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$842,932AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$14,043,466NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.060023DistributionYr1Rt
Adjusted Qlfy Distri Yr2$424,200AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$9,099,947NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.046616DistributionYr2Rt
Total Distribution0.106639TotalDistributionRt
Average Distribution0.053320AverageDistributionRt
Net Vl Noncharitable Assets$21,355,375NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,138,669AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$44,499NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,183,168AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,823,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$44,499InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$44,499SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$44,499TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$25,000EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$25,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$125EsPenaltyAmt
Tax Due$19,624TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateHIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDAVID ZIERKIndividualWithBooksNm
Phone4158083008PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line172-3207 MANINIOWALI DRIVEAddressLine1Txt
CityKAILUAKONACityNm
State AbbreviationHIStateAbbreviationCd
ZIP96740ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DAVID K ZIERK
72-3207 MANINIOWALI DRIVEKAILUAKONAHI96740PRESIDENT & TREASURER1.00$0$0$0
DAWN M ZIERK
72-3207 MANINIOWALI DRIVEKAILUAKONAHI96740VICE PRESIDENT & SECRETARY1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1TO PROVIDE FUNDS TO EDUCATION AND HEALTH-RELATED ORGANIZATIONS, FOCUSING PARTICULARLY ON CHILDREN AND THEIR NEEDS TO ENSURE A QUALITY CHILDHOOD AND SMOOTH TRANSITION TO ADULTHOODDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$15,762,487AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$5,918,097AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$21,680,584TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$21,680,584AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$325,209CashDeemedCharitableAmt
Net Vl Noncharitable Assets$21,355,375NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,067,769MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,067,769MinimumInvestmentReturnAmt
Tax Based On Investment Income$44,499TaxBasedOnInvestmentIncomeAmt
Total Tax$44,499TotalTaxAmt
Distributable Before Adj$1,023,270DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,023,270DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,023,270DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,823,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,823,500QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$44,499PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,779,001AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,023,270DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$59,855ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$173,895ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$233,750TotalExcessDistributionCyovAmt
Qualifying Distributions$1,823,500QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,023,270AppliedToCurrentYearAmt
Remaining Distri From Corpus$800,230RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,033,980TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,033,980ExcessDistriCyovToNextYrAmt
Excess From Year2$59,855ExcessFromYear2Amt
Excess From Year1$173,895ExcessFromYear1Amt
Excess From Current Year$800,230ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SMALL WORLD PRESCHOOL
PO BOX 636KAMUELAHI96743NONE501(C)(3)TO SUPPORT EDUCATION.$15,000
FRIENDS OF THE FUTURE
PO BOX 2655KAMUELAHI96743NONE501(C)(3)TO SUPPORT THE COMMUNITY.$2,000
TIPPING POINT COMMUNITY
220 MONTGOMERY STREET SUITE 850SAN FRANCISCOCA94104NONE501(C)(3)TO FIGHT POVERTY.$323,250
PARKER SCHOOL
65-1224 LINDSEY ROADWAIMEAHI96743NONE501(C)(3)TO SUPPORT EDUCATION.$15,000
HAWAII PREPARATORY ACADEMY
65-1692 KOHALA MOUNTAIN ROADWAIMEAHI96743NONE501(C)(3)TO SUPPORT EDUCATION$1,098,250
ST MICHAEL'S CHURCH
67-390 GOODALE AVENUEWAIALUAHI96791NONE501(C)(3)TO SUPPORT THE CHURCH.$50,000
HAWAII COMMUNITY FOUNDATION
827 FORT STREET MALLHONOLULUHI968134317NONE501(C)(3)TO CONNECT PHILANTHROPISTS WITH CHARITABLE ORGANIZATIONS.$25,000
KOKUA CHRISTIAN MINISTRIES
PO BOX 231KAMUELAHI96743NONE501(C)(3)TO FEED OTHERS.$10,000
REDF
221 MAIN STREET SUITE 1550SAN FRANCISCOCA94105NONE501(C)(3)TO CREATE JOBS FOR PEOPLE WHO FACE GREAT BARRIERS.$50,000
THE FOOD BASKET
79 EAST HONALO ROADKAILUAKONAHI96740NONE501(C)(3)TO SERVE POVERTY.$125,000
SUNNY HILLS SERVICES
300 SUNNY HILLS DRIVESAN ANSELMOCA94960NONE501(C)(3)TO SUPPORT CHILDREN.$25,000
WEST HAWAII COMMUNITY HEALTH CENTER
75-5751 KUAKINI HIGHWAY SUITE 203KAILUAKONAHI96740NONE501(C)(3)TO PROVIDE HEALTH SERVICES.$20,000
CAMP AGAPE
PO BOX 1484KIHEIHI96753NONE501(C)(3)TO OFFER A CAMP FOR CHILDREN AND TO TEACH THE GOSPEL OF JESUS CHRIST.$10,000
PAUAHI FOUNDATION
567 S KING ST 160HONOLULUHI96813NONE501(C)(3)TO BUILD COMMUNITY PARTNERSHIPS THAT IMPROVE LIVES WITHIN THE NATIVE HAWAIIAN COMMUNITY THROUGH EDUCATION.$10,000
MAKUA LANI CHRISTIAN ACADEMY
74-4907 PALANI RDKAILUAKONAHI96740NONE501(C)(3)TO SUPPORT EDUCATION.$25,000
THE QUEEN'S MEDICAL CENTER
1301 PUNCHBOWL STREETHONOLULUHI96813NONE501(C)(3)TO PROVIDE HEALTH SERVICES.$15,000
FUTURE CITIZEN'S FOUNDATION
1551 BEACON HILLSALINASCA93905NONE501(C)(3)TO EDUCATE PEOPLE WITH LIFE AND GOLF SKILLS.$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,823,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$4,449,934ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$4,449,934ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,449,934TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonDAVID ZIERKContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line172-3207 MANINIOWALI DRIVEAddressLine1Txt
CityKAILUAKONACityNm
State AbbreviationHIStateAbbreviationCd
ZIP96740ZIPCd
FieldValueIRS element (for citing)
Total Contributions$2,000,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$5,500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMEDALLIONStockNm
EOY Book Value$4,038,211EOYBookValueAmt
EOYFMV$14,781,371EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemDEPOSIT IN TRANSITCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$2,809,314BookValueAmt
EOYFMV$2,809,314EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescMISC EXPENSEDesc
Revenue And Expenses Per Books$6,304RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonDAVID ZIERKPersonNm

US Address USAddress

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

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$41,568Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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