LOCATIONS FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- LOCATIONS FOUNDATION (EIN 99-0267351)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-15
- IRS object ID
- 201501359349102115
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-15T13:57:07-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 261659234 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CW ASSOCIATES CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 BISHOP STREET SUITE 1040 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96813 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 990267351 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOCATIONS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOCA | BusinessNameControlTxt |
| Phone | 8087354200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 614 KAPAHULU AVENUE 3RD FLOOR | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96815 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN STEWART | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8087354200 | PhoneNum |
| Signature | 2015-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK A HAYES | PreparerPersonNm |
| PTIN | P00085205 | PTIN |
| Phone | 8085311040 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,018,817 | 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 | $249,327 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $10,111 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,111 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $24,146 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $151,345 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $24,146 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $10 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $283,594 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $34,257 | 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 | $2,722 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,361 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,361 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,997 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,997 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $138 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $17,027 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $17,027 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $21,884 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,358 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $18,388 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $147,480 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $147,480 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $169,364 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,358 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $165,868 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $114,230 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $30,899 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $499,822 | CashBOYAmt |
| Cash EOY | $585,098 | CashEOYAmt |
| Cash EOYFMV | $585,098 | CashEOYFMVAmt |
| Prepaid Expenses EOY | $1,500 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,500 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $410,332 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $432,219 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $432,219 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $910,154 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,018,817 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,018,817 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $13,490 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $19,168 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $13,490 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $19,168 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $896,664 | UnrestrictedBOYAmt |
| Unrestricted EOY | $999,649 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $896,664 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $999,649 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $910,154 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,018,817 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $896,664 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $114,230 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,010,894 | SubtotalAmt |
| Other Decreases | $11,245 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $999,649 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $151,345 | GrossSalesPriceAmt |
| Cost Or Other Basis | $127,199 | CostOrOtherBasisAmt |
| Gain Or Loss | $24,146 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $24,146 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $24,146 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $164,753 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $838,461 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.196495 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $183,404 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $643,977 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.284799 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $129,211 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $568,989 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.227089 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $127,567 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $630,237 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.202411 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $117,170 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $592,383 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.197794 | DistributionYr5Rt |
| Total Distribution | 1.108588 | TotalDistributionRt |
| Average Distribution | 0.221718 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $927,588 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $205,663 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $309 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $205,972 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $165,868 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $618 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $618 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $618 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $4 | EsPenaltyAmt |
| Tax Due | $622 | 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 | 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 | RESCO INC | IndividualWithBooksNm |
| Phone | 8087354200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 614 KAPAHULU AVE 3RD FLOOR | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96815 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (20 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 |
|---|---|---|---|---|---|---|---|---|
| CHAD TAKESUE | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| JODEE FARM | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | DIRECTOR/PAST PRESIDENT | 1.00 | $0 | $0 | $0 |
| NOELE KANEMOTO | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | SECRETARY | 1.00 | $0 | $0 | $0 |
| JOANN LUMSDEN | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | TREASURER | 1.00 | $0 | $0 | $0 |
| BRANDON LAU | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CORINDA WONG | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JUDY KUMANO | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SHANNON SMITH | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARSHALL MOWER | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DAN TABORI | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARY EDU | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| STEPHANIE CHAN | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DOLORES BEDIONES | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JON YAMASATO | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JAMES CHAN | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KENGO UENO | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KRISTIN MUKAI | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MICHAEL MARKS | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SHERRIE KURODA | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| TOM PRESLER | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | DIRECTOR | 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) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $422,918 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $518,796 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $941,714 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $941,714 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,126 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $927,588 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $46,379 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $46,379 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $618 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $618 | TotalTaxAmt |
| Distributable Before Adj | $45,761 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $45,761 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $45,761 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $165,868 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $165,868 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $165,868 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $45,761 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $87,613 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $96,401 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $101,034 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $151,459 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $122,968 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $559,475 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $165,868 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $45,761 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $120,107 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $679,582 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $87,613 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $591,969 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $96,401 | ExcessFromYear4Amt |
| Excess From Year3 | $101,034 | ExcessFromYear3Amt |
| Excess From Year2 | $151,459 | ExcessFromYear2Amt |
| Excess From Year1 | $122,968 | ExcessFromYear1Amt |
| Excess From Current Year | $120,107 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | FOUNDATION BOARD OF TRUSTEES | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 614 KAPAHULU AVENUE 3RD FLOOR | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96815 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8087354200 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFIED FORM AT PRESENT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE AT PRESENT | SubmissionDeadlinesTxt |
| Restrictions On Awards | EDUCATION, LITERACY, RELIGIOUS OR SCIENTIFIC PROGRAMS OF CHARITABLE WORKS QUALIFYING UNDER IRC. SEC. 501(C)(3). | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | |||||||
| 4155 DIAMOND HEAD ROAD | HONOLULU | HI | 96816 | NONE | 501(C)(3) | TO SUPPORT COMMUNITY IMPROVEMENT | $5,000 |
| ANGEL TREE | |||||||
| PO BOX 1550 | MERRIFIELD | VA | 22116 | NONE | 501(C)(3) | CHARITABLE | $2,662 |
| AUTISM SOCIETY | |||||||
| 4340 EAST-WEST HIGHWAY SUITE 350 | BETHESDA | MD | 20814 | NONE | 501(C)(3) | CHARITABLE | $3,000 |
| AUTISM SPEAKS | |||||||
| 668 N 44TH STREET SUITE 300 | PHOENIX | AZ | 85008 | NONE | 501(C)(3) | CHARITABLE | $2,637 |
| BIG BROTHERS BIG SISTERS | |||||||
| 418 KUWILI ST STE 106 | HONOLULU | HI | 96817 | NONE | 501(C)(3) | TO SUPPORT YOUTH DEVELOPMENT | $7,700 |
| BOYS & GIRLS CLUB OF HAWAII | |||||||
| 1523 KALAKAUA AVE 202 | HONOLULU | HI | 96826 | NONE | 501(C)(3) | TO SUPPORT YOUTH DEVELOPMENT | $6,492 |
| CHILD AND FAMILY SERVICES | |||||||
| 200 N VINEYARD BLVD BLDG G | HONOLULU | HI | 96717 | NONE | 501(C)(3) | TO SUPPORT COMMUNITY IMPROVEMENT | $5,694 |
| DOCTORS WITHOUT BORDERS USA INC | |||||||
| 333 7TH AVENUE 2ND FLOOR | NEW YORK | NY | 10001 | NONE | 501(C)(3) | CHARITABLE | $1,762 |
| DONATIONS (LESS THAN 1000) | |||||||
| 614 KAPAHULU AVENUE SUITE 300 | HONOLULU | HI | 96815 | NONE | 501(C)(3) | CHARITABLE | $23,087 |
| FAMILY PROGRAMS HAWAII | |||||||
| 250 S VINEYARD BLVD | HONOLULU | HI | 96813 | NONE | 501(C)(3) | CHARITABLE | $1,466 |
| HAWAII 3R'S | |||||||
| 735 BISHOP STREET SUITE 336 | HONOLULU | HI | 96813 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR EDUCATIONAL INSTITUTIONS | $10,000 |
| HAWAII CHAO-CHOW ASSOCIATION | |||||||
| 134 N KING STREET | HONOLULU | HI | 96817 | NONE | 501(C)(3) | CHARITABLE | $1,372 |
| HAWAII FOODBANK | |||||||
| 2611 KILIHAU ST | HONOLULU | HI | 96819 | NONE | 501(C)(3) | CHARITABLE | $2,478 |
| HAWAII MEDICAL FELLOWSHIP FOUNDATION | |||||||
| 1314 S KING STREET 705 | HONOLULU | HI | 96814 | NONE | 501(C)(3) | CHARITABLE | $1,338 |
| HAWAII PUBLIC RADIO | |||||||
| 738 KAHEKA ST SUITE 101 | HONOLULU | HI | 96814 | NONE | 501(C)(3) | CHARITABLE | $1,775 |
| HAWAIIAN HUMANE SOCIETY | |||||||
| 2700 WAIALAE AVE | HONOLULU | HI | 96826 | NONE | 501(C)(3) | CHARITABLE | $2,911 |
| HONOLULU METROPOLITAN FOURSQUARE CHURCH | |||||||
| 419 WAIAKAMILO RD STE F1 | HONOLULU | HI | 96817 | NONE | 501(C)(3) | CHARITABLE | $1,061 |
| HUGS | |||||||
| 3636 KILAUEA AVE | HONOLULU | HI | 96816 | NONE | 501(C)(3) | CHARITABLE | $16,114 |
| HULA PRESERVATION SOCIETY | |||||||
| C/O 115 SOUTH KING STREET NO 605 | HONOLULU | HI | 96814 | NONE | 501(C)(3) | CHARITABLE | $1,012 |
| IOLANI SCHOOL | |||||||
| 563 KAMOKU STREET | HONOLULU | HI | 96826 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR EDUCATIONAL INSTITUTIONS | $1,429 |
| KEAHIAKAHOE CANOE CLUB | |||||||
| 47-415 MAHAKEA ROAD | KANEOHE | HI | 96744 | NONE | 501(C)(3) | CHARITABLE | $1,722 |
| KEONE'ULA ELEMENTARY SCHOOL | |||||||
| 91-970 KAILEOLEA DRIVE | EWA BEACH | HI | 96706 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR EDUCATIONAL INSTITUTIONS | $9,400 |
| KOREAN CATHOLIC CHURCH OF HAWAII | |||||||
| 2949 KAHAWAI STREET | HONOLULU | HI | 96822 | NONE | 501(C)(3) | CHARITABLE | $1,750 |
| MARYKNOLL SCHOOL | |||||||
| 1526 ALEXANDER STREET | HONOLULU | HI | 96822 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR EDUCATIONAL INSTITUTIONS. | $2,105 |
| MILILANI HIGH SCHOOL | |||||||
| 95-1200 MEHEULA PARKWAY | MILILANI | HI | 96789 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR EDUCATIONAL INSTITUTIONS | $1,840 |
| NEW HOPE CHRISTIAN COLLEGE | |||||||
| 290 SAND ISLAND ROAD | HONOLULU | HI | 96819 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR EDUCATIONAL INSTITUTIONS | $3,226 |
| NON-CASH CONTRIBUTIONS | |||||||
| 614 KAPAHULU AVENUE SUITE 300 | HONOLULU | HI | 96815 | NONE | 501(C)(3) | TO SUPPORT WOMEN, CHILDREN & FAMILY SERVICES/TO PROVIDE SUPPORT FOR EDUCATIONAL INSTITUTIONS | $4,037 |
| PALOLO ELEMENTARY SCHOOL | |||||||
| 2106 10TH AVENUE | HONOLULU | HI | 96816 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR EDUCATIONAL INSTITUTIONS | $2,500 |
| POLYNESIAN FOOTBALL | |||||||
| PO BOX 11266 | HONOLULU | HI | 96828 | NONE | 501(C)(3) | CHARITABLE | $1,000 |
| REHABILITATION HOSPITAL | |||||||
| 226 NORTH KUAKINI STREET | HONOLULU | HI | 96817 | NONE | 501(C)(3) | CHARITABLE | $1,475 |
| RONALD MCDONALD CHARITIES OF HAWAII | |||||||
| 1970 JUDD HILLSIDE ROAD | HONOLULU | HI | 96822 | NONE | 501(C)(3) | CHARITABLE | $1,561 |
| ST JOHN VIANNEY | |||||||
| 920 KEOLU DRIVE | KAILUA | HI | 96734 | NONE | 501(C)(3) | CHARITABLE | $2,110 |
| UNITED CEREBRAL PALSY OF HAWAII | |||||||
| 25 KANEOHE BAY DRIVE 211 | KAILUA | HI | 96734 | NONE | 501(C)(3) | CHARITABLE | $5,800 |
| WOMEN-IN-NEED | |||||||
| PO BOX 414 | WAIMANALO | HI | 96795 | NONE | 501(C)(3) | CHARITABLE | $5,147 |
| YMCA OF HONOLULU | |||||||
| 1441 PALI HIGHWAY | HONOLULU | HI | 96813 | NONE | 501(C)(3) | CHARITABLE | $2,317 |
| YWCA | |||||||
| 1040 RICHARDS STREET | HONOLULU | HI | 96813 | NONE | 501(C)(3) | CHARITABLE | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $147,480 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,111 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $24,146 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Related Or Exempt Function Incm | $10 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $34,257 | ExclusionAmt |
| Related Or Exempt Function Incm | $10 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $34,267 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | MISCELLANEOUS INCOME | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| STEPHANIE CHAN | ||||||
| 1 | PO BOX 160946 | HONOLULU | HI | 96816 | $6,235 | Yes (X) |
| BRANDON LAU | ||||||
| 2 | 742 A 10TH AVENUE | HONOLULU | HI | 96816 | $6,436 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,722 | Amt |
| Net Investment Income | $1,361 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,361 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENT SECURITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $432,219 | BookValueAmt |
| EOYFMV | $432,219 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENT | Desc |
| Amt | $11,245 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS | $4,306 | $0 | $4,306 |
| INSURANCE | $803 | $0 | $803 |
| PARKING | $149 | $0 | $149 |
| PROGRAM COSTS | $11,683 | $0 | $11,683 |
| LICENSES/OTHER FEES | $5 | $0 | $5 |
| OFFICE SUPPLIES | $81 | $0 | $81 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $10 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $10 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $1,997 | Amt |
| Net Investment Income | $1,997 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX ON INVESTMENT INC | CategoryTxt |
| Amt | $138 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments