LOCATIONS FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- LOCATIONS FOUNDATION (EIN 99-0267351)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-05
- IRS object ID
- 201411269349100001
- Schema version
- 2013v3.0
- 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 Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-05T23:21:08-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 BISHOP STREET SUITE 1040 | AddressLine1 |
| City | HONOLULU | City |
| State | HI | State |
| ZIP Code | 96813 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | HONOLULU | City |
| State | HI | State |
| ZIP Code | 96815 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOANN LUMSDEN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8087354200 | PhoneNum |
| Signature | 2014-05-05 | 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 | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $910,154 | 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 | $236,766 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $9,620 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,620 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$3,480 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $29,306 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $242,906 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,620 | 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 | $3,193 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,596 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,597 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,130 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,130 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $127 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $20,751 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $20,751 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $25,201 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,726 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $22,348 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $142,405 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $142,405 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $167,606 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,726 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $164,753 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $75,300 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,894 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $426,098 | CashBOYAmt |
| Cash EOY | $499,822 | CashEOYAmt |
| Cash EOYFMV | $499,822 | CashEOYFMVAmt |
| Other Investments BOY | $370,811 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $410,332 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $410,332 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $796,909 | TotalAssetsBOYAmt |
| Total Assets EOY | $910,154 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $910,154 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $10,342 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $13,490 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $10,342 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,490 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $786,567 | UnrestrictedBOYAmt |
| Unrestricted EOY | $896,664 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $786,567 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $896,664 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $796,909 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $910,154 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $786,567 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $75,300 | ExcessRevenueOverExpensesAmt |
| Other Increases | $34,797 | OtherIncreasesAmt |
| Subtotal | $896,664 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $896,664 | 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 | $29,306 | GrossSalesPriceAmt |
| Cost Or Other Basis | $32,786 | CostOrOtherBasisAmt |
| Gain Or Loss | -$3,480 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$3,480 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$3,480 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $183,404 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $643,977 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.284799 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $129,211 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $568,989 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.227089 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $127,567 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $630,237 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.202411 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $117,170 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $592,383 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.197794 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $110,951 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $559,201 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.198410 | DistributionYr5Rt |
| Total Distribution | 1.110503 | TotalDistributionRt |
| Average Distribution | 0.222101 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $838,461 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $186,223 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $69 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $186,292 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $164,753 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $138 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $138 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $138 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $138 | 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 | AddressLine1 |
| City | HONOLULU | City |
| State | HI | State |
| ZIP Code | 96815 | ZIPCode |
| 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 (26 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JODEE FARM | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARY EDU | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | PAST PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| DAN TABORI | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | TREASURER/DIRECTOR | 1.00 | $0 | $0 | $0 |
| CORINDA WONG | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | VP/DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHAD TAKESUE | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | VP/DIRECTOR | 1.00 | $0 | $0 | $0 |
| TOAN DORAN | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | VP/DIRECTOR | 1.00 | $0 | $0 | $0 |
| DOLORES BEDIONES | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | VP/DIRECTOR | 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 |
| JAMES CHAN | ||||||||
| 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 |
| DONALD DOLE | ||||||||
| 1357 KAPIOLANI BLVD SUITE 910 | HONOLULU | HI | 96814 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ZONA JONES | ||||||||
| 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 |
| SHERRIE KURODA | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BRANDON LAU | ||||||||
| 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 |
| KRISTIN MUKAI | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KATHY PANG WELLS FARGO | ||||||||
| 1357 KAPIOLANI BLVD SUITE 910 | HONOLULU | HI | 96814 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| TOM PRESLER | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| GAY SAPP | ||||||||
| 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 |
| KENGO UENO | ||||||||
| 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 |
| RUSSELL NISHIMOTO | ||||||||
| 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 |
| 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 | $393,554 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $457,675 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $851,229 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $851,229 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,768 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $838,461 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $41,923 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $41,923 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $138 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $138 | TotalTaxAmt |
| Distributable Before Adj | $41,785 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $41,785 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $41,785 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $164,753 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $164,753 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $164,753 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $41,785 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $83,197 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $87,613 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $96,401 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $101,034 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $151,459 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $519,704 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $164,753 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $41,785 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $122,968 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $642,672 | 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 | $83,197 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $559,475 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $87,613 | ExcessFromYear4Amt |
| Excess From Year3 | $96,401 | ExcessFromYear3Amt |
| Excess From Year2 | $101,034 | ExcessFromYear2Amt |
| Excess From Year1 | $151,459 | ExcessFromYear1Amt |
| Excess From Current Year | $122,968 | 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 | AddressLine1 |
| City | HONOLULU | City |
| State | HI | State |
| ZIP Code | 96815 | ZIPCode |
| 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 (29 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| ALOHA MEDICAL MISSION | ||||||||
| 810 N VINEYARD BLVD | HONOLULU | HI | 96817 | NONE | 501(C)(3) | CHARITABLE | $4,750 | |
| AMERICAN RED CROSS | ||||||||
| 4155 DIAMOND HEAD ROAD | HONOLULU | HI | 96816 | NONE | 501(C)(3) | TO SUPPORT COMMUNITY IMPROVEMENT | $10,000 | |
| AUTISM SPEAKS | ||||||||
| 668 N 44TH STREET SUITE 300 | PHOENIX | AZ | 85008 | NONE | 501(C)(3) | CHARITABLE | $2,500 | |
| BIG BROTHERS BIG SISTERS | ||||||||
| 418 KUWILI ST STE 106 | HONOLULU | HI | 96817 | NONE | 501(C)(3) | TO SUPPORT YOUTH DEVELOPMENT | $7,950 | |
| BOYS & GIRLS CLUB OF HAWAII | ||||||||
| 1523 KALAKAUA AVE 202 | HONOLULU | HI | 96826 | NONE | 501(C)(3) | TO SUPPORT YOUTH DEVELOPMENT | $7,814 | |
| CHILD AND FAMILY SERVICES | ||||||||
| 200 N VINEYARD BLVD BLDG G | HONOLULU | HI | 96717 | NONE | 501(C)(3) | TO SUPPORT COMMUNITY IMPROVEMENT | $3,500 | |
| CHURCH OF FOURSQUARE GOSPEL | ||||||||
| 1100 GLENDALE BOULEVARD | LOS ANGELES | CA | 90026 | NONE | 501(C)(3) | CHARITABLE | $1,654 | |
| COALITION FOR DRUG-FREE HAWAII | ||||||||
| 1130 N NIMITZ HWY A259 | HONOLULU | HI | 96817 | NONE | 501(C)(3) | CHARITABLE | $1,306 | |
| DONATIONS (LESS THAN 1000) | ||||||||
| 614 KAPAHULU AVENUE SUITE 300 | HONOLULU | HI | 96815 | NONE | 501(C)(3) | CHARITABLE | $30,366 | |
| HAWAII 3R'S | ||||||||
| 735 BISHOP STREET SUITE 336 | HONOLULU | HI | 96813 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR EDUCATIONAL INSTITUTIONS | $10,000 | |
| HAWAII ALOHA CHAPTER OF CRS | ||||||||
| 1259 AALA STREET 300 | HONOLULU | HI | 96817 | NONE | 501(C)(3) | WINGS FOR SHRINERS EVENT | $1,500 | |
| HAWAII MEDICAL FELLOWSHIP FOUNDATION | ||||||||
| 1314 S KING STREET 705 | HONOLULU | HI | 96814 | NONE | 501(C)(3) | CHARITABLE | $1,294 | |
| HAWAII PUBLIC RADIO | ||||||||
| 738 KAHEKA ST SUITE 101 | HONOLULU | HI | 96814 | NONE | 501(C)(3) | CHARITABLE | $1,872 | |
| HAWAII TEO CHEW ASSOCIATION | ||||||||
| 134 NKING STREET 2ND FLOOR | HONOLULU | HI | 96817 | NONE | 501(C)(3) | CHARITABLE | $2,498 | |
| HAWAII YOUTH OPERA CHORUS | ||||||||
| 957 PUNCHBOWL ST | HONOLULU | HI | 96813 | NONE | 501(C)(3) | CHARITABLE | $1,053 | |
| HAWAIIAN HUMANE SOCIETY | ||||||||
| 2700 WAIALAE AVE | HONOLULU | HI | 96826 | NONE | 501(C)(3) | CHARITABLE | $2,396 | |
| HOPE INC | ||||||||
| PO BOX 459 | PAPAIKOU | HI | 96781 | NONE | 501(C)(3) | CHARITABLE | $1,004 | |
| HUGS | ||||||||
| 3636 KILAUEA AVE | HONOLULU | HI | 96816 | NONE | 501(C)(3) | CHARITABLE | $6,844 | |
| KOREAN CATHOLIC CHURCH OF HAWAII | ||||||||
| 2949 KAHAWAI STREET | HONOLULU | HI | 96822 | NONE | 501(C)(3) | CHARITABLE | $2,625 | |
| 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 | $12,528 | |
| ROMAN CATHOLIC CHURCH | ||||||||
| 1184 BISHOP STREET | HONOLULU | HI | 96813 | NONE | 501(C)(3) | CHARITABLE | $1,129 | |
| RONALD MCDONALD CHARITIES OF HAWAII | ||||||||
| 1970 JUDD HILLSIDE ROAD | HONOLULU | HI | 96822 | NONE | 501(C)(3) | CHARITABLE | $1,815 | |
| SHELTER OF WISDOM | ||||||||
| PO BOX 1945 | KAILUA | HI | 967348945 | NONE | 501(C)(3) | CHARITABLE | $1,064 | |
| ST JOHN VIANNEY | ||||||||
| 920 KEOLU DRIVE | KAILUA | HI | 96734 | NONE | 501(C)(3) | CHARITABLE | $2,608 | |
| UH FOUNDATION | ||||||||
| 2444 DOLE ST BACHMAN HALL 105 | HONOLULU | HI | 96822 | NONE | 501(C)(3) | CHARITABLE | $1,862 | |
| UNITED CEREBRAL PALSY OF HAWAII | ||||||||
| 25 KANEOHE BAY DRIVE 211 | KAILUA | HI | 96734 | NONE | 501(C)(3) | CHARITABLE | $6,246 | |
| UNIVERSITY OF THE PACIFIC | ||||||||
| EBERHARDT SCHOOL OF BUSINESS 3601 | STOCKTON | CA | 95211 | NONE | 501(C)(3) | CHARITABLE | $1,500 | PACIFIC AVENUE |
| WOMEN-IN-NEED | ||||||||
| PO BOX 414 | WAIMANALO | HI | 96795 | NONE | 501(C)(3) | CHARITABLE | $7,512 | |
| YMCA OF HONOLULU | ||||||||
| 1441 PALI HIGHWAY | HONOLULU | HI | 96813 | NONE | 501(C)(3) | CHARITABLE | $5,215 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $142,405 | 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 | $9,620 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$3,480 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,140 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,140 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | CORINDA WONG | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O 614 KAPAHULU AVENUE 3RD FLOOR | AddressLine1 |
| City | HONOLULU | City |
| State | HI | State |
| ZIP Code | 96815 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,111 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,193 | Amt |
| Net Investment Income | $1,596 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,597 | 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 | $410,332 | BookValueAmt |
| EOYFMV | $410,332 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS | $5,004 | $0 | $5,004 |
| INSURANCE | $905 | $0 | $905 |
| PARKING | $206 | $0 | $206 |
| PROGRAM COSTS | $14,423 | $0 | $14,423 |
| POSTAGE | $198 | $0 | $198 |
| LICENSES/OTHER FEES | $15 | $0 | $15 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN ON INVESTMENT | Description |
| Amount | $34,797 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $1,130 | Amt |
| Net Investment Income | $1,130 | 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 | $127 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments