LGA FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- LGA FAMILY FOUNDATION (EIN 94-3260209)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-07-25
- IRS object ID
- 201632079349100413
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-07-25T15:35:57-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 990033900 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF HAWAII | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3170 DEPT 715 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 968023170 | 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 | 943260209 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LGA FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LGAF | BusinessNameControlTxt |
| Phone | 8086944540 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O BANK OF HAWAII PO BOX 3170 715 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 968023170 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRANK C ATHERTON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8086944540 | PhoneNum |
| Signature | 2016-07-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | VERA WRIGHT | PreparerPersonNm |
| PTIN | P00024010 | PTIN |
| Phone | 8086944478 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,526,549 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $446 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $446 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $275,073 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $275,073 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,607 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,269 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,607 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $283,126 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $283,126 | 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 |
| Accounting Fees Rev And Expnss | $2,618 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $785 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,833 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $17,204 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,602 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $8,602 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,300 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $26 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $20 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $26,148 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,407 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,441 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $835,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $835,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $861,148 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,407 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $845,441 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$578,022 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $273,719 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $86,573 | CashBOYAmt |
| Cash EOY | $13,777 | CashEOYAmt |
| Cash EOYFMV | $13,777 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,157,650 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $652,424 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $652,424 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $10,503,920 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,503,920 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,860,348 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $11,748,143 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,170,121 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,526,549 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $11,748,143 | CapitalStockBOYAmt |
| Capital Stock EOY | $11,170,121 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,748,143 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,170,121 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,748,143 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,170,121 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,748,143 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$578,022 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,170,121 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,170,121 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 461 SHARES OF KRAFT FOODS GROUP INC | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2000-10-27 | AcquiredDt |
| Sold | 2015-07-06 | SoldDt |
| Gross Sales Price | $14,269 | GrossSalesPriceAmt |
| Cost Or Other Basis | $6,662 | CostOrOtherBasisAmt |
| Gain Or Loss | $7,607 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $7,607 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,607 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $739,379 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $16,646,924 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044415 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $677,523 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $14,932,105 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045374 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $668,120 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $13,533,782 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049367 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $559,667 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $13,498,734 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041461 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $547,220 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $12,478,137 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043854 | DistributionYr5Rt |
| Total Distribution | 0.224471 | TotalDistributionRt |
| Average Distribution | 0.044894 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $17,471,028 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $784,344 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,737 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $787,081 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $845,441 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,737 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,737 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,737 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,940 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,940 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $3,203 | OverpaymentAmt |
| Applied To ES Tax | $2,760 | AppliedToESTaxAmt |
| Refund | $443 | 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 | 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 | BANK OF HAWAII | IndividualWithBooksNm |
| Phone | 8086944540 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 S KING STREET | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96813 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| FRANK C ATHERTON II | ||||||||
| PO BOX 3170 | HONOLULU | HI | 968023170 | PRES/DIR | 1.00 | $0 | $0 | $0 |
| LEBURTA G ATHERTON | ||||||||
| PO BOX 3170 | HONOLULU | HI | 968023170 | VP/DIR | 0.00 | $0 | $0 | $0 |
| MARJORY A NEWELL | ||||||||
| PO BOX 3170 | HONOLULU | HI | 968023170 | SEC/DIR | 0.00 | $0 | $0 | $0 |
| BALBI A BROOKS | ||||||||
| PO BOX 3170 | HONOLULU | HI | 968023170 | TREAS/DIR | 0.00 | $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 | $17,003,134 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $733,950 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,737,084 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,737,084 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $266,056 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,471,028 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $873,551 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $873,551 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,737 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,737 | TotalTaxAmt |
| Distributable Before Adj | $870,814 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $870,814 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $870,814 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $845,441 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $845,441 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,737 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $842,704 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $870,814 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $814,739 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $845,441 | QualifyingDistributionsAmt |
| Applied To Year1 | $814,739 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $30,702 | 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 | $840,112 | 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 (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS OF HAWAII | |||||||
| 4155 DIAMOND HEAD ROAD | HONOLULU | HI | 96816 | NONE | PUBLIC CHARITY | CENTENNIAL CAMPAIGN (2 OF 3) | $85,000 |
| FOOD BASKET | |||||||
| 40-HOLOMUA STREET | HILO | HI | 96720 | NONE | PUBLIC CHARITY | TO BUY FOOD | $5,000 |
| HAWAII PUBLIC RADIO | |||||||
| 738 KAHEKA STREET | HONOLULU | HI | 96814 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| HAWAIIAN MISSION HOUSES | |||||||
| 553 S KING STREET | HONOLULU | HI | 96813 | NONE | PUBLIC CHARITY | HUAKA'I A MUSICAL JOURNEY EVENT | $10,000 |
| KAHILU THEATRE | |||||||
| 67-1186 LINDSEY ROAD | WAIMEA | HI | 96743 | NONE | PUBLIC CHARITY | EDUCATIONAL PROGRAMS | $15,000 |
| KONA HISTORICAL SOCIETY | |||||||
| 81-6551 MAMALOHOA HWY | KEALAKEKUA | HI | 96750 | NONE | PUBLIC CHARITY | KONA MUSEUM GALLEY PROJECT | $25,000 |
| LONG BEACH ROTARY CHARITABLE FDN | |||||||
| 1119 QUEENS HIGHWAY SUITE 103 | LONG BEACH | CA | 90802 | NONE | PUBLIC CHARITY | READING BY 9 | $5,000 |
| LYMAN MUSEUM | |||||||
| 276 HAILI STREET | HILO | HI | 96720 | NONE | PUBLIC CHARITY | ISLAND HERITAGE GALLERY EXHIBIT | $25,000 |
| MANOA HERITAGE CENTER | |||||||
| 2829 MANOA ROAD | HONOLULU | HI | 96822 | NONE | PUBLIC CHARITY | VISITOR EDUCATION CENTER (2 OF 2) | $50,000 |
| MEMORIAL MEDICAL CTR FDN | |||||||
| 2801 ATLANTIC AVE | LONG BEACH | CA | 90806 | NONE | PUBLIC CHARITY | PEDIATRIC INTENSIVE CARE UNIT EXP PRO (1 OF 2) | $50,000 |
| NORTH HAWAII HOSPICE | |||||||
| 65-1328 KAWAIHAE ROAD | WAIMEA | HI | 96743 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| PBS HAWAII | |||||||
| 2350 DOLE STREET | HONOLULU | HI | 96822 | NONE | PUBLIC CHARITY | NEW HOME (2 OF 2) | $50,000 |
| PORTLAND CHILD ART STUDIO | |||||||
| 1819 NW EVERETT STREET | PORTLAND | OR | 97209 | NONE | PUBLIC CHARITY | LEARNING LAB PROGRAM | $5,000 |
| PUNAHOU SCHOOL | |||||||
| 1601 PUNAHOU STREET | HONOLULU | HI | 96822 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| RONALD MCDONALD HOUSE CHARITY OF HI | |||||||
| 1970 JUDD HILLSIDE ROAD | HONOLULU | HI | 96822 | NONE | PUBLIC CHARITY | SUPPORT MISSION | $5,000 |
| SPECIAL OLYMPICS | |||||||
| 1833 KALAKAUA AVE 100 | HONOLULU | HI | 96815 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| ST ANDREWS SCHOOL | |||||||
| 224 QUEEN EMMA SQUARE | HONOLULU | HI | 96813 | NONE | PUBLIC CHARITY | ARTS STUDIO (1 OF 3) | $25,000 |
| ST FRANCIS HOSPICE | |||||||
| 24 PUIWA ROAD | HONOLULU | HI | 96817 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| THE NATURE CONSERVANCY OF HAWAII | |||||||
| 923 NUUANU AVE | HONOLULU | HI | 96817 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $25,000 |
| UNIVERSITY OF COLORADO FDN | |||||||
| 1800 GRANT STREET 725 | DENVER | CO | 80203 | NONE | PUBLIC CHARITY | GATES CENTER FOR REGENERATIVE MED. (2 OF 2) | $250,000 |
| UNIVERSITY OF COLORADO FDN | |||||||
| 1800 GRANT STREET 725 | DENVER | CO | 80203 | NONE | PUBLIC CHARITY | MACULAR DEGENERATION (1 OF 3) | $175,000 |
| YMCA OF GREATER LONG BEACH | |||||||
| 15530 WOODRUFF AVE | BELLFLOWER | CA | 90706 | NONE | PUBLIC CHARITY | CAMP EXPANSION PROJECT | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $835,000 | 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 | $446 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $275,073 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,607 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $283,126 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $283,126 | 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 PREP FEES | CategoryTxt |
| Amt | $2,618 | Amt |
| Net Investment Income | $785 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,833 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (22 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 001055102 AFLAC INC | $94,149 | $119,800 |
| 002824100 ABBOTT LABORATORIES | $23,518 | $44,910 |
| 00287Y109 ABBVIE INC | $25,048 | $59,240 |
| 02209S103 ALTRIA GROUP INC | $17,064 | $116,420 |
| 053015103 AUTOMATIC DATA PROCESSING INC | $111,215 | $254,160 |
| 12508E101 CDK GLOBAL INC. | $15,774 | $47,470 |
| 156782104 CERNER CORP | $189,898 | $962,720 |
| 311900104 FASTENAL CO | $80,323 | $163,280 |
| 343498101 FLOWERS FOODS INC | $84,533 | $217,586 |
| 37733W105 GLAXOSMITHKLINE PLC ADR | $102,820 | $80,700 |
| 464287556 ISHARES NASDAQ BIOTECNOLOGY E | $99,898 | $321,075 |
| 464288885 ISHARES MSCI EAFE GROWTH ETF | $886,396 | $738,540 |
| 50076Q106 KRAFT FOODS GROUP INC | $6,662 | $33,542 |
| 609207105 MONDELEZ INTERNATIONAL INC | $10,839 | $62,059 |
| 713448108 PEPSICO INC | $116,600 | $199,840 |
| 718172109 PHILIP MORRIS INTERNATIONAL | $38,879 | $175,820 |
| 73935A104 POWERSHARES QQQ TRUST SER 1 | $1,499,976 | $2,836,210 |
| 73935X807 POWERSHARES FUNDAMENTAL PURE MID-GROWTH PORTFOLIO ETF | $1,199,740 | $1,503,940 |
| 78462F103 SPDR S&P 500 ETF TRUST | $4,999,822 | $7,659,396 |
| 922908736 VANGUARD GROWTH ETF | $451,710 | $744,730 |
| 931427108 WALGREENS BOOTS ALLIANCE INC. | $32,975 | $170,310 |
| 97717W760 WISDOMTREE INTL S/C DVD FUND | $416,081 | $348,600 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ANNUAL REPORT | $6 | $0 | $6 |
| ADR/ADS FEE | $20 | $20 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FUND MANAGEMENT | CategoryTxt |
| Amt | $17,204 | Amt |
| Net Investment Income | $8,602 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,602 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FED EXCISE TAX - 2014 EXTENSION | $5,800 | $0 | $0 |
| FED EXCISE TAX - 2015 Q3 ES | $500 | $0 | $0 |
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