STEPHEN AND ISABELLA STEVENS WORLD PEACE FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
STEPHEN AND ISABELLA STEVENS WORLD PEACE FOUNDATION (EIN 26-6285459)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-08-05
IRS object ID
201522179349100617
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-08-05T18:28:35-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN990312074PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GILFORD SATO & ASSOCIATES CPAS INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1711 KAPIOLANI BLVD SUITE 1000AddressLine1Txt
CityHONOLULUCityNm
State AbbreviationHIStateAbbreviationCd
ZIP96813ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN266285459EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE STEPHEN E AND ISABELLA H STEVENSBusinessNameLine1Txt
Business Name Line2WORLD PEACE FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSTEPBusinessNameControlTxt
Phone8083948120PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11003 BISHOP STREET NO 1200AddressLine1Txt
CityHONOLULUCityNm
State AbbreviationHIStateAbbreviationCd
ZIP96813ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDR STEPHEN STEVENSPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8083948120PhoneNum
Signature2015-07-30SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOANNE HOEPreparerPersonNm
PTINP00337116PTIN
Phone8089428868PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$8,170,927FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$5,725,437ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$103,154DividendsRevAndExpnssAmt
Dividends Net Invst Incm$103,154DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$105,880NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$629,324GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$31,128CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$5,934,471TotalRevAndExpnssAmt
Total Net Invst Incm$134,282TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$17,520OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$0OthEmplSlrsWgsDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,773AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$48,616OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$27,248OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,894TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$3,480OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$0OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$41,554TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$0TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$525PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$0PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$37,827OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$154,189TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$27,248TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$109,145ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$109,145ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$263,334TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$27,248TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$109,145TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$5,671,137ExcessRevenueOverExpensesAmt
Net Investment Income$107,034NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$107,097SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,129,797SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,129,797SavAndTempCashInvstEOYFMVAmt
Other Assets BOY$2,438,874OtherAssetsBOYAmt
Other Assets EOY$7,087,311OtherAssetsEOYAmt
Other Assets EOYFMV$7,041,130OtherAssetsEOYFMVAmt
Total Assets BOY$2,545,971TotalAssetsBOYAmt
Total Assets EOY$8,217,108TotalAssetsEOYAmt
Total Assets EOYFMV$8,170,927TotalAssetsEOYFMVAmt
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$2,545,971RetainedEarningBOYAmt
Retained Earning EOY$8,217,108RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,545,971TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$8,217,108TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,545,971TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$8,217,108TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,545,971TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$5,671,137ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$8,217,108SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$8,217,108TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCAPITAL GAINS DIVIDENDSPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$31,128GrossSalesPriceAmt
Gain Or Loss$31,128GainOrLossAmt
Gains Minus Excess Or Losses$31,128GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$31,128CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$43,526AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$0NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.000000DistributionYr1Rt
Adjusted Qlfy Distri Yr2$107,690AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$0NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.000000DistributionYr2Rt
Adjusted Qlfy Distri Yr3$51,866AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$0NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.000000DistributionYr3Rt
Adjusted Qlfy Distri Yr4$24,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$0NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.000000DistributionYr4Rt
Adjusted Qlfy Distri Yr5$15,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$0NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.000000DistributionYr5Rt
Total Distribution0.000000TotalDistributionRt
Average Distribution0.000000AverageDistributionRt
Adj Net Vl Noncharitable Assets$0AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,070NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,070AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$109,145QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,070InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,070SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,070TaxBasedOnInvestmentIncomeAmt
Applied To Es Tax$2,500AppliedToEsTaxAmt
Total Payments And Credits$2,500TotalPaymentsAndCreditsAmt
Es Penalty$5EsPenaltyAmt
Overpayment$1,425OverpaymentAmt
Applied To ES Tax$1,425AppliedToESTaxAmt
Refund$0RefundAmt

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 EntityYes (1)OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1LAULIMA FAMILY OFFICESBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8083948120PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11003 BISHOP STREET APT 1200AddressLine1Txt
CityHONOLULUCityNm
State AbbreviationHIStateAbbreviationCd
ZIP96813ZIPCd
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

FieldValueIRS element (for citing)
PersonTED RACHLINPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11003 BISHOP STREET APT 1200AddressLine1Txt
CityHONOLULUCityNm
State AbbreviationHIStateAbbreviationCd
ZIP96813ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos5.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
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

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$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$0MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,070TaxBasedOnInvestmentIncomeAmt
Total Tax$1,070TotalTaxAmt
Distributable Before Adj$0DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$0DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$109,145ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$109,145QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,070PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$108,075AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$14,088ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$24,000ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$51,866ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$107,690ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$43,790ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$241,434TotalExcessDistributionCyovAmt
Qualifying Distributions$109,145QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$0AppliedToCurrentYearAmt
Remaining Distri From Corpus$109,145RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$350,579TotalCorpusAmt
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$14,088ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$336,491ExcessDistriCyovToNextYrAmt
Excess From Year4$24,000ExcessFromYear4Amt
Excess From Year3$51,866ExcessFromYear3Amt
Excess From Year2$107,690ExcessFromYear2Amt
Excess From Year1$43,790ExcessFromYear1Amt
Excess From Current Year$109,145ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonLYNN GOMEZRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11003 BISHOP STREET APT 1200AddressLine1Txt
CityHONOLULUCityNm
State AbbreviationHIStateAbbreviationCd
ZIP96813ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8083946921RecipientPhoneNum
Form And Info And MaterialsSEE STATEMENT ATTACHEDFormAndInfoAndMaterialsTxt
Submission DeadlinesSEE STATEMENT ATTACHEDSubmissionDeadlinesTxt
Restrictions On AwardsSEE STATEMENT ATTACHEDRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
IOLANI SCHOOL
563 KAMOKU STHONOLULUHI96826PCSUMMER GLOBAL ISSUES$6,600
BIG ISLAND MEDIATION INC
65-1279 KAWAIHAE ROAD 217KAMUELAHI96719PCCONFLICT RESOLUTION AND PEER MEDITATION PROJECT$12,500
ST ANDREWS PRIORY SCHOOL
224 QUEEN EMMA SQHONOLULUHI96813PCMINDFULNESS PROGRAM 2014-2015 SCHOOL YEAR$20,000
ST ANDREWS PRIORY SCHOOL
224 QUEEN EMMA SQHONOLULUHI96813PCST ANDREW'S PRIORY MODEL UN 2014-2015$16,345
ISLAND SCHOOL
3-1875 KAUMUALII HWYLIHUEHI96766PCISLAND SCHOOL MODEL UN CONFERENCES 2014$3,700
PUNAHOU SCHOOL
1601 PUNAHOU STHONOLULUHI96822PCGLOBAL EDUCATION$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$109,145TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$103,154ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$105,880ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$209,034ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$209,034TotalIncomeProducingActyAmt

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 PersonSTEPHEN E STEVENS ADMINISTRATIVE TRContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1C/O 1003 BISHOP STREET SUITE 1200AddressLine1Txt
CityHONOLULUCityNm
State AbbreviationHIStateAbbreviationCd
ZIP96813ZIPCd
FieldValueIRS element (for citing)
Total Contributions$5,725,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEECategoryTxt
Amt$2,773Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (18 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtSales ExpenseSalesExpenseAmtTotal NetTotalNetAmt
NEUBERGER BERMAN2014-03PURCHASED2014-12$1,370$1,405$0-$35
NEUBERGER BERMAN2014-02PURCHASED2014-02$1,479$1,480$0-$1
NEUBERGER BERMAN2014-01PURCHASED2014-02$1,636$1,636$0
NEUBERGER BERMAN2014-07PURCHASED2014-12$13,630$13,956$0-$326
NEUBERGER BERMAN2013-09PURCHASED2014-02$15,885$15,808$0$77
C R BARD INC2013-07PURCHASED2014-06$77,738$62,021$0$15,717
BED BATH & BEYOND INC2014-01PURCHASED2014-09$28,740$35,876$0-$7,136
EMC CORP-MASS2013-09PURCHASED2014-01$48,582$51,733$0-$3,151
GENERAL MOTORS COMPANY2013-12PURCHASED2014-08$45,112$50,803$0-$5,691
GENERAL DYNAMICS CORP2013-07PURCHASED2014-02$74,460$60,785$0$13,675
HOME DEPOT INC2014-02PURCHASED2014-11$19,086$15,559$0$3,527
INTERNATIONAL PAPER CO2013-10PURCHASED2014-03$50,632$46,725$0$3,907
MICROSOFT CORP2013-07PURCHASED2014-02$31,858$30,473$0$1,385
OCCIDENTAL PETE CORP2013-07PURCHASED2014-06$36,106$31,979$0$4,127
UNILEVER N V YORK SHS ADR2013-09PURCHASED2014-01$42,913$42,205$0$708
DEERE & CO2013-07PURCHASED2014-08$61,500$61,000$0$500
BNYPURCHASED$36,541$0$36,541
BNYPURCHASED$10,928$0$10,928

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
FIXED INCOME$475,712$1,838,077$1,809,036
EQUITIES$1,934,975$5,082,450$4,103,424
ALTERNATIVE INVESTMENTS$28,187$166,784$1,128,670

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADVERTISING$1,000$0$0
INSURANCE$1,488$0$0
GARDEN DEVELOPMENT$15,811$0$0
MISCELLANEOUS$19,528$0$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$27,248$27,248$0
CONTRACT SERVICES$21,368$0$0

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
DR STEPHEN STEVENS
C/O 1003 BISHOP STREET SUITE 1200HONOLULUHI96813
STEPHEN E STEVENS TRUST
1003 BISHOP STREET SUITE 1200HONOLULUHI96813
DR STEVEN'S IRA CONTRIBUTION
C/O 1003 BISHOP STREET SUITE 1200HONOLULUHI96813

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL$464$0$0
FOREIGN$1,430$0$0

Transfers To Controlled Entities TransfersToControlledEntities

Transfers To Controlled Ent TransfersToControlledEntGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINDescDescAmtAmt
PACIFIC MODEL UN LLC
1003 BISHOP STREET SUITE 1200HONOLULUHI96813463757539INVESTMENT IN LLC.$82,100
STEVENS WORLD PEACE GARDEN LLC
1003 BISHOP STREET SUITE 1200HONOLULUHI96813463766430INVESTMENT IN LLC.$36,400
FieldValueIRS element (for citing)
Total$118,500TotalAmt

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