OHUOKALANI CHARITABLE FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- OHUOKALANI CHARITABLE FOUNDATION (EIN 99-0345409)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-02-15
- IRS object ID
- 201420509349100107
- 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
- Accounting Fees Schedule
- Distribution From Corpus Election
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-02-15T13:57:32-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 990237347 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OHATA CHUN YUEN LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3684 WAIALAE AVENUE | AddressLine1 |
| City | HONOLULU | City |
| State | HI | State |
| ZIP Code | 96816 | 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 | 990345409 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OHUOKALANI CHARITABLE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OHUO | BusinessNameControlTxt |
| Phone | 8082597948 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99-024 LOHEA PLACE | AddressLine1 |
| City | AIEA | City |
| State | HI | State |
| ZIP Code | 967013096 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARMAN AKINA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8084881295 | PhoneNum |
| Signature | 2014-02-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL G CHUN | PreparerPersonNm |
| PTIN | P00646549 | PTIN |
| Phone | 8087358585 | PhoneNum |
| Preparation | 2014-02-12 | PreparationDt |
| 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 | $738,378 | 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 |
| Dividends Rev And Expnss | $23,238 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,238 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,735 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $45,682 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,735 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $31,973 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $31,973 | 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 | $1,571 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,571 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,035 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,035 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $770 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $770 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,376 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,035 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,341 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $34,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $34,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $43,376 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,035 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $36,341 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$11,403 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $24,938 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $828 | CashBOYAmt |
| Cash EOY | $559 | CashEOYAmt |
| Cash EOYFMV | $559 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $8,611 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,930 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,930 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $590,720 | CorporateStockBOYAmt |
| Corporate Stock EOY | $692,497 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $692,497 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,730 | CorporateBondsBOYAmt |
| Other Investments BOY | $45,186 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $40,392 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $40,392 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $652,075 | TotalAssetsBOYAmt |
| Total Assets EOY | $738,378 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $738,378 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $652,075 | CapitalStockBOYAmt |
| Capital Stock EOY | $738,378 | 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 | $652,075 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $738,378 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $652,075 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $738,378 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $652,075 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$11,403 | ExcessRevenueOverExpensesAmt |
| Other Increases | $97,706 | OtherIncreasesAmt |
| Subtotal | $738,378 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $738,378 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 269 SHARES GENERAL ELECTRIC CAP CLD | P | 2007-07-12 | 2013-01-02 | $6,725 | $6,820 | -$95 | -$95 |
| 250 SHARES COLGATE PALMOLIVE | P | 2004-12-23 | 2013-03-08 | $28,702 | $12,668 | $16,034 | $16,034 |
| 200 SHARES DUKE REALTY CORP | P | 2004-04-22 | 2013-11-27 | $2,942 | $5,789 | -$2,847 | -$2,847 |
| 600 SHARES WINDSTREAM HOLDINGS INC | P | 2007-07-12 | 2013-11-27 | $4,696 | $8,961 | -$4,265 | -$4,265 |
| 93 SHARES WEINGARTEN RLTY INVS SBI | P | 2004-04-22 | 2013-11-27 | $2,617 | $2,709 | -$92 | -$92 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,735 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $32,878 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $645,922 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050901 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $28,742 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $606,187 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047414 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $27,601 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $547,587 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050405 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $29,395 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $473,030 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.062142 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $32,132 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $689,642 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046592 | DistributionYr5Rt |
| Total Distribution | 0.257454 | TotalDistributionRt |
| Average Distribution | 0.051491 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $709,503 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $36,533 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $249 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $36,782 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $36,341 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $499 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $499 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $499 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $360 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $360 | TotalPaymentsAndCreditsAmt |
| Tax Due | $139 | 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 | CHARMAN AKINA | IndividualWithBooksNm |
| Phone | 8084881295 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99-024 LOHEA PL | AddressLine1 |
| City | AIEA | City |
| State | HI | State |
| ZIP Code | 96701 | 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 (5 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 | Address Line1ForeignAddress/AddressLine1 | CityForeignAddress/City | Province Or StateForeignAddress/ProvinceOrState | CountryForeignAddress/Country | Postal CodeForeignAddress/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHARMAN J AKINA | |||||||||||||
| 99-024 LOHEA PLACE | AIEA | HI | 967013096 | PRESIDENT/DIRECTOR | 5.00 | $0 | $0 | $0 | |||||
| ROLAND B AKINA | |||||||||||||
| VICE PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 | 72 HAMPTON DR NW | CALGARY | ALBERTA | CA | T3A 5H7 | ||||
| ALAN AKINA | |||||||||||||
| 17016 35TH AVE SW | BURIEN | WA | 98166 | DIRECTOR | 1.00 | $0 | $0 | $0 | |||||
| MICHELLE AKINA | |||||||||||||
| 1621 DOLE STREET APT 704 | HONOLULU | HI | 96822 | DIRECTOR | 1.00 | $0 | $0 | $0 | |||||
| JOE KRAHULIK | |||||||||||||
| 600 QUEEN STREET APT 1201 | HONOLULU | HI | 96813 | SECRETARY/TREASURER | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | TO PROVIDE FUNDING FOR THE CONTINUANCE/RE-ESTABLISHMENT OF HAWAIIAN ENDEMIC/INDIGENOUS FLORA/FAUNA AND THE PRESERVATION/RESTORATION OF HAWAIIAN CULTURAL AND ARCHEOLOGICAL SITES. | Description1Txt |
| Expenses1 | $34,000 | Expenses1Amt |
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 | $699,771 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $20,537 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $720,308 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $720,308 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,805 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $709,503 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $35,475 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $35,475 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $499 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $499 | TotalTaxAmt |
| Distributable Before Adj | $34,976 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $34,976 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $34,976 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $36,341 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $36,341 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $36,341 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $34,976 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $4,551 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,551 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $36,341 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $34,976 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,365 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,916 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,916 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $4,551 | ExcessFromYear1Amt |
| Excess From Current Year | $1,365 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LYMAN HOUSE MEMORIAL MUSEUM | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 276 HAILI STREET | AddressLine1 |
| City | HILO | City |
| State | HI | State |
| ZIP Code | 96720 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | 501(C)(3) | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | RESTRICTED TO CAPITAL IMPROVEMENT | GrantOrContributionPurposeTxt |
| Amt | $34,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $34,000 | 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 | $23,238 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,735 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $31,973 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $31,973 | 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 | FEES ACCOUNTING | CategoryTxt |
| Amt | $1,571 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,571 | DisbursementsCharitablePrpsAmt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO IRS SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE FOUNDATION HERBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS. | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MERRILL LYNCH CORP STOCKS | StockNm |
| EOY Book Value | $692,497 | EOYBookValueAmt |
| EOYFMV | $692,497 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MERRILL LYNCH MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $40,392 | BookValueAmt |
| EOYFMV | $40,392 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK SERVICE CHARGE | $205 | $0 | $205 |
| FOREIGN TAX | $63 | $0 | $63 |
| FEDERAL EXCISE TAX | $269 | $0 | $269 |
| OTHERS | $233 | $0 | $233 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NET UNREALIZED GAIN ON INVESTMENT | Description |
| Amount | $97,706 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEES INVESTMENT MANAGEMENT | CategoryTxt |
| Amt | $7,035 | Amt |
| Net Investment Income | $7,035 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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