LGA FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- LGA FAMILY FOUNDATION (EIN 94-3260209)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-29
- IRS object ID
- 201521499349100507
- 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
- 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 | 2015-05-29T21:25:13-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | SECRETARY | PersonTitleTxt |
| Phone | 8086944540 | PhoneNum |
| Signature | 2015-05-08 | 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 | 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 | $17,955,313 | 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 | $489 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $489 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $279,475 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $279,475 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $279,964 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $279,964 | 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 | $2,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $840 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,960 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $16,828 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,414 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $8,414 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,732 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $24,365 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,254 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,379 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $729,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $729,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $753,365 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,254 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $739,379 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$473,401 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $270,710 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,759 | CashBOYAmt |
| Cash EOY | $86,573 | CashEOYAmt |
| Cash EOYFMV | $86,573 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,715,865 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,157,650 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,157,650 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $10,503,920 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,503,920 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,711,090 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $12,221,544 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,748,143 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,955,313 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $12,221,544 | CapitalStockBOYAmt |
| Capital Stock EOY | $11,748,143 | 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 | $12,221,544 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,748,143 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,221,544 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,748,143 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,221,544 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$473,401 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,748,143 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,748,143 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $677,523 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $14,932,105 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045374 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $668,120 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $13,533,782 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049367 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $559,667 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $13,498,734 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.041461 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $547,220 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $12,478,137 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.043854 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $599,873 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $10,960,279 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.054732 | DistributionYr5Rt |
| Total Distribution | 0.234788 | TotalDistributionRt |
| Average Distribution | 0.046958 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $16,646,924 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $781,706 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,707 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $784,413 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $739,379 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,414 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,414 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,414 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,054 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $5,800 | AppliedToEsTaxAmt |
| Total Payments And Credits | $10,854 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $5,440 | OverpaymentAmt |
| Applied To ES Tax | $5,440 | AppliedToESTaxAmt |
| Refund | $0 | 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 |
|---|---|---|---|---|---|---|---|---|
| LEBURTA G ATHERTON | ||||||||
| PO BOX 3170 | HONOLULU | HI | 968023170 | PRES/DIR | 0.00 | $0 | $0 | $0 |
| MARJORY A NEWELL | ||||||||
| PO BOX 3170 | HONOLULU | HI | 968023170 | VP/DIR | 0.00 | $0 | $0 | $0 |
| FRANK C ATHERTON II | ||||||||
| PO BOX 3170 | HONOLULU | HI | 968023170 | SEC/DIR | 1.00 | $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 | $15,857,360 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,043,070 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,900,430 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,900,430 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $253,506 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,646,924 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $832,346 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $832,346 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,414 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,414 | TotalTaxAmt |
| Distributable Before Adj | $826,932 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $826,932 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $826,932 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $739,379 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $739,379 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $739,379 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $826,932 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $727,186 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $739,379 | QualifyingDistributionsAmt |
| Applied To Year1 | $727,186 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12,193 | 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 | $814,739 | 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 | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS OF HAWAII | ||||||||
| 4155 DIAMOND HEAD ROAD | HONOLULU | HI | 96816 | NONE | PUBLIC CHARITY | CENTENNIAL CAMPAIGN (1 OF 3) | $85,000 | |
| AQUARIUM OF THE PACIFIC | ||||||||
| 100 AQUARIUM WAY | LONG BEACH | CA | 90802 | NONE | PUBLIC CHARITY | MAKING WAVES (3 OF 3) | $85,000 | |
| FOOD BASKET | ||||||||
| 40-HOLOMUA STREET | HILO | HI | 96720 | NONE | PUBLIC CHARITY | TO BUY FOOD | $10,000 | |
| HAWAII ISLAND COMM DEVELOP CORP | ||||||||
| 100 PAUAHI ST SUITE 204 | HILO | HI | 96720 | NONE | PUBLIC CHARITY | TWO FACILITIES FOR SENIORS IN HILO | $25,000 | |
| HAWAIIAN MISSION HOUSES | ||||||||
| 553 S KING STREET | HONOLULU | HI | 96813 | NONE | PUBLIC CHARITY | HUAKA'I A MUSICAL JOURNEY EVENT | $10,000 | |
| CHURCH OF THE HOLY INNOCENTS | ||||||||
| 554 FRONT STREET | LAHAINA | HI | 96767 | NONE | PUBLIC CHARITY | MEMORY OF EDNA FARDEN BEKEART | $1,000 | |
| HONOLULU MUSEUM OF ART | ||||||||
| 900 SOUTH BERETANIA STREET | HONOLULU | HI | 96814 | NONE | PUBLIC CHARITY | MEMORY OF COBEY BLACK | $1,000 | |
| HOSPICE OF KONA | ||||||||
| 75-5925 WALUA ROAD | KAILUA KONA | HI | 96740 | NONE | PUBLIC CHARITY | MEMORY OF MARTHA GREENWELL | $500 | |
| KAUAI FOOD BANK | ||||||||
| 3285 WAAPA STREET SUITE A | LIHUE | HI | 96766 | NONE | PUBLIC CHARITY | TO BUY FOOD | $7,500 | |
| KCAA PRESCHOOLS OF HAWAII | ||||||||
| ADMINISTRATIVE OFFICES 2707 S KING | HONOLULU | HI | 96826 | NONE | PUBLIC CHARITY | MEMORY OF ROBERT MIDKIFF | $1,000 | ST |
| LONG BEACH BAR FOUNDATION | ||||||||
| 3515 LINDEN AVE | LONG BEACH | CA | 90807 | NONE | PUBLIC CHARITY | SHORT STOP | $10,000 | |
| LONG BEACH PUBLIC LIBRARY | ||||||||
| 101 PACIFIC AVE | LONG BEACH | CA | 90822 | NONE | PUBLIC CHARITY | MOBILE DIGITAL LEARNING LAB | $25,000 | |
| LONG BEACH ROTARY CHARITABLE FDN | ||||||||
| 1119 QUEENS HIGHWAY SUITE 103 | LONG BEACH | CA | 90802 | NONE | PUBLIC CHARITY | READING BY 9 | $5,000 | |
| MANOA HERITAGE CENTER | ||||||||
| 2829 MANOA ROAD | HONOLULU | HI | 96822 | NONE | PUBLIC CHARITY | VISITOR EDUCATION CENTER (1 OF 2) | $50,000 | |
| MAUI FOOD BANK | ||||||||
| 760 KOLU STREET | WAILUKU | HI | 96793 | NONE | PUBLIC CHARITY | TO BUY FOOD | $7,500 | |
| PBS HAWAII | ||||||||
| 2350 DOLE STREET | HONOLULU | HI | 96822 | NONE | PUBLIC CHARITY | NEW HOME (1 OF 2) | $50,000 | |
| ST ANDREWS SCHOOL | ||||||||
| 224 QUEEN EMMA SQUARE | HONOLULU | HI | 96813 | NONE | PUBLIC CHARITY | RENOVATE BUILDING | $20,000 | |
| ST FRANCIS HOSPICE | ||||||||
| 24 PUIWA ROAD | HONOLULU | HI | 96817 | NONE | PUBLIC CHARITY | MEMORY OF MARTHA GREENWELL | $500 | |
| UNIVERSITY OF COLORADO FDN | ||||||||
| 1800 GRANT STREET 725 | DENVER | CO | 80203 | NONE | PUBLIC CHARITY | GATES CENTER FOR REGENERATIVE MED. (1 OF 2) | $250,000 | |
| UNIVERSITY OF COLORADO FDN | ||||||||
| 1800 GRANT STREET 725 | DENVER | CO | 80203 | NONE | PUBLIC CHARITY | MACULAR DEGENERATION | $50,000 | |
| WAIMEA OUTDOOR CIRCLE | ||||||||
| PO BOX 6144 | KAMUELA | HI | 96743 | NONE | PUBLIC CHARITY | IRRIGATION & RE-PLANTING OF MEDIAL STRIPS | $10,000 | |
| YMCA OF GREATER LONG BEACH | ||||||||
| 525 EAST 7TH STREET | LONG BEACH | CA | 90813 | NONE | PUBLIC CHARITY | YOUTH INSTITUTE | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $729,000 | 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 | $489 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $279,475 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $279,964 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $279,964 | 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 | $2,800 | Amt |
| Net Investment Income | $840 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,960 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (22 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 001055102 AFLAC INC | $94,149 | $122,180 |
| 002824100 ABBOTT LABORATORIES | $23,518 | $45,020 |
| 00287Y109 ABBVIE INC | $25,048 | $65,440 |
| 02209S103 ALTRIA GROUP INC | $17,064 | $98,540 |
| 053015103 AUTOMATIC DATA PROCESSING INC | $111,215 | $250,110 |
| 12508E101 CDK GLOBAL INC. | $15,774 | $40,760 |
| 156782104 CERNER CORP | $189,898 | $1,034,560 |
| 311900104 FASTENAL CO | $80,323 | $190,240 |
| 343498101 FLOWERS FOODS INC | $84,533 | $194,299 |
| 37733W105 GLAXOSMITHKLINE PLC ADR | $102,820 | $85,480 |
| 464287556 ISHARES NASDAQ BIOTECNOLOGY E | $99,898 | $287,879 |
| 464288885 ISHARES MSCI EAFE GROWTH ETF | $886,396 | $723,910 |
| 50076Q106 KRAFT FOODS GROUP INC | $6,662 | $28,886 |
| 609207105 MONDELEZ INTERNATIONAL INC | $10,839 | $50,274 |
| 713448108 PEPSICO INC | $116,600 | $189,120 |
| 718172109 PHILIP MORRIS INTERNATIONAL | $38,879 | $162,900 |
| 73935A104 POWERSHARES QQQ TRUST SER 1 | $1,499,976 | $2,617,904 |
| 73935X807 POWERSHARES FUNDAMENTAL PURE MID-GROWTH PORTFOLIO ETF | $1,199,740 | $1,585,500 |
| 78462F103 SPDR S&P 500 ETF TRUST | $4,999,822 | $7,722,138 |
| 922908736 VANGUARD GROWTH ETF | $451,710 | $730,730 |
| 931427108 WALGREENS BOOTS ALLIANCE INC. | $32,975 | $152,100 |
| 97717W760 WISDOMTREE INTL S/C DVD FUND | $416,081 | $333,120 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUAL REPORT | Desc |
| Revenue And Expenses Per Books | $5 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FUND MANAGEMENT | CategoryTxt |
| Amt | $16,828 | Amt |
| Net Investment Income | $8,414 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,414 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FED EXCISE TAX - 2013 EXTENSION | $3,500 | $0 | $0 |
| FED EXCISE TAX - 2014 Q4 ES | $1,232 | $0 | $0 |
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