BETA

FROST FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
FROST FAMILY FOUNDATION (EIN 27-3374284)
Tax period
2024-09-01 to 2025-08-31
Filed
2026-02-08
IRS object ID
202600399349100400
Schema version
2024v5.0
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)
Return2026-02-08T09:18:57-05:00ReturnTs
Tax Period End2025-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN990303190PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CARBONARO CPAS & MANAGEMENT GROUPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11885 MAIN ST STE 408AddressLine1Txt
CityWAILUKUCityNm
State AbbreviationHIStateAbbreviationCd
ZIP96793ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN273374284EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FROST FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFROSBusinessNameControlTxt
Phone8086870087PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15274 HALAPEPE STREETAddressLine1Txt
CityHONOLULUCityNm
State AbbreviationHIStateAbbreviationCd
ZIP96821ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonASHLEY LUKENSPersonNm
Person TitleFOUNDATION MANAGERPersonTitleTxt
Phone8086870087PhoneNum
Signature2026-02-07SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGRETCHEN KREMEYERPreparerPersonNm
PTINP00768528PTIN
Phone8082425002PhoneNum
Preparation2026-02-08PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$10,819,012FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$300,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$95,768InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$95,768InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$136,452DividendsRevAndExpnssAmt
Dividends Net Invst Incm$136,452DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$939,514NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$943,567GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$939,514CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$12,297OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$12,297OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,484,031TotalRevAndExpnssAmt
Total Net Invst Incm$1,184,031TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$133,393CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$66,697CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$66,696CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$1,240LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$620LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$620LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,489AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,745AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,744AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$100,267OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$67,717OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$32,550OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$13,768TaxesRevAndExpnssAmt
Taxes Net Invst Incm$13,768TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$5,072OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$4,464OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$608OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$257,229TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$155,011TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$102,218TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,040,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,040,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,297,229TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$155,011TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,142,218TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$813,198ExcessRevenueOverExpensesAmt
Net Investment Income$1,029,020NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$122,632CashBOYAmt
Cash EOY$103,282CashEOYAmt
Cash EOYFMV$103,286CashEOYFMVAmt
Corporate Stock BOY$4,156,304CorporateStockBOYAmt
Corporate Stock EOY$3,658,731CorporateStockEOYAmt
Corporate Stock EOYFMV$7,490,120CorporateStockEOYFMVAmt
Corporate Bonds BOY$3,463,025CorporateBondsBOYAmt
Corporate Bonds EOY$3,101,496CorporateBondsEOYAmt
Corporate Bonds EOYFMV$2,865,924CorporateBondsEOYFMVAmt
Other Investments BOY$320,267OtherInvestmentsBOYAmt
Other Investments EOY$385,521OtherInvestmentsEOYAmt
Other Investments EOYFMV$359,682OtherInvestmentsEOYFMVAmt
Total Assets BOY$8,062,228TotalAssetsBOYAmt
Total Assets EOY$7,249,030TotalAssetsEOYAmt
Total Assets EOYFMV$10,819,012TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$8,062,228RetainedEarningBOYAmt
Retained Earning EOY$7,249,030RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$8,062,228TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,249,030TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$8,062,228TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,249,030TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$8,062,228TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$813,198ExcessRevenueOverExpensesAmt
Subtotal$7,249,030SubtotalAmt
Tot Net Ast Or Fund Balances EOY$7,249,030TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
BNY 26000 - LT GAINP$849,869$849,869$849,869
BNY 26000 - ST LOSSP-$4,053-$4,053$4,053
BNY 26000 - LT CAPT GAIN DISTRIBP$2,509$2,509$2,509
BNY 26000 - ST CAPT GAIN DISTRIBP$91,189$91,189$91,189
FieldValueIRS element (for citing)
Capital Gain Net Income$939,514CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$939,514NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$14,303InvestmentIncomeExciseTaxAmt
Subtotal$14,303SubtotalAmt
Tax Based On Investment Income$14,303TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$9,794EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$5,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$14,794TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$1EsPenaltyAmt
Overpayment$490OverpaymentAmt
Applied To ES Tax$490AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressFROSTFAMILYFOUNDATION.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1BNY MELLONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3105517626PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12029 CENTURY PARK EAST SUITE 4100AddressLine1Txt
CityLOS ANGLESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90067ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KARIN A FROST
5274 HALAPEPE STREETHONOLULUHI96821TRUSTEE1.00$0$0$0
ASHLEY LUKENS
5274 HALAPEPE STREETHONOLULUHI96821FOUNDATION M10.00$133,393$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$10,527,017AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$288,505AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$324,319FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$11,139,841TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$11,139,841AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$167,098CashDeemedCharitableAmt
Net Vl Noncharitable Assets$10,972,743NetVlNoncharitableAssetsAmt
Minimum Investment Return$548,637MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$548,637MinimumInvestmentReturnAmt
Tax Based On Investment Income$14,303TaxBasedOnInvestmentIncomeAmt
Total Tax$14,303TotalTaxAmt
Distributable Before Adj$534,334DistributableBeforeAdjAmt
Distributable Before Ded$534,334DistributableBeforeDedAmt
Distributable As Adjusted$534,334DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,142,218ExpensesAndContributionsAmt
Qualifying Distributions$2,142,218QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$534,334DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$220,142ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$538,347ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$47,940ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$806,429TotalExcessDistributionCyovAmt
Qualifying Distributions$2,142,218QualifyingDistributionsAmt
Applied To Current Year$534,334AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,607,884RemainingDistriFromCorpusAmt
Total Corpus$2,414,313TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$2,414,313ExcessDistriCyovToNextYrAmt
Excess From Year4$220,142ExcessFromYear4Amt
Excess From Year3$538,347ExcessFromYear3Amt
Excess From Year2$47,940ExcessFromYear2Amt
Excess From Current Year$1,607,884ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonASHLEY LUKENSRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line15274 HALAPEPE STREETAddressLine1Txt
CityHONOLULUCityNm
State AbbreviationHIStateAbbreviationCd
ZIP96821ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8086870087RecipientPhoneNum
Recipient Email AddressASHLEY@FROSTFAMILYFOUNDATION.ORGRecipientEmailAddressTxt
Form And Info And MaterialsPOTENTIAL GRANTEES ARE INVITED TO APPLY, AND THOSE SELECTED ARE INTERVIEWED AND PROVIDED AN APPLICATION.FormAndInfoAndMaterialsTxt
Submission DeadlinesANNUALLY THE FOUNDATION CURATES A SMALL GROUP OF NEW GRANTEES. CURRENTLY OUR GRANTS ARE BY INVITATIOSubmissionDeadlinesTxt
Restrictions On AwardsWE STRIVE TO SUPPORT ORGANIZATIONS FOR MULTIPLE YEARS, PROVIDE GENERAL OPERATING FUNDING, AND LEAN ON RELATIONSHIPS AND NOT REPORTS FOR THE SHARING OF IMPACT. TO SEEK OUT GRANTEES, WE ACTIVELY ENGAGE WITH A WIDE RANGE OF ENVIRONMENTAL ORGANIZATIONS, COMMUNITY GROUPS AND OTHER FOUNDATIONS; MONITOR ONGOING AND EMERGING STRATEGIES; AND INVITE PROPOSALS FROM POTENTIAL GRANTEES BASED ON PRIORITIES SET BY THE FOUNDATIONS TRUSTEES.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtBusiness Name Line2RecipientBusinessName/BusinessNameLine2TxtAddress Line2RecipientUSAddress/AddressLine2Txt
AINA MOMONA
PO BOX 924KAUNAKAKAIHI96748PCUNRESTRICTED GRANT$50,000
BOYS & GIRLS CLUB OF MAUI
100 KANALOA AVENUEKAHULUIHI96732PCUNRESTRICTED GRANT$20,000
CENTER FOR FOOD SAFETY
518 C STREET NE STE 200WASHINGTONDC20002PCUNRESTRICTED GRANT$100,000
HANA RETREAT
4224 HANA HIGHWAYHANAHI96713PCUNRESTRICTED GRANT$5,000
HAWAII ASSOCIATION FOR INFANT
94-835 LEIA STREETWAIPAHUHI96797PCUNRESTRICTED GRANT$25,000MENTAL HEALTH
HOIWAI FUND
5274 HALAPEPE STREETHONOLULUHI96821PCUNRESTRICTED GRANT$25,000
HONOLULU CIVIL BEAT INC
PO BOX 10857HONOLULUHI96816PCUNRESTRICTED GRANT$75,000
HOOLA NA PUA
PO BOX 22551HONOLULUHI96823PCUNRESTRITED GRANT$75,000
LAHAINA COMMUNITY LAND TRUST
PO BOX 12580LAHAINAHI96761PCUNRESTRICTED GRANT$1,075,000
MAUI HUB
250 ALAMAHA STREET S10KAHULUIHI96732PCUNRESTRICTED GRANT$100,000
NATIVE HAWAIIAN LEGAL CORP
1164 BISHOP STREETHONOLULUHI96813PCUNRESTRICTED GRANT$100,000NUM 1205
PAIA YOUTH AND CULTURAL CENTER
65 PUNA ROADPAIAHI96779PCUNRESTRICTED GRANT$25,000
PARLEY FOR THE OCEANS
187 LAFAYETTE STREETNEW YORKNY10013PCUNRESTRICTED GRANT$100,0005TH FLOOR
REALIZE IMPACT
208 HIGH SCHOOL ROAD NEBAINBRIDGE ISLANDWA98110PCUNRESTRICTED GRANT$100,000
RESOURCES LEGACY FUND
400 CAPITOL MALLSACRAMENTOCA95814PCUNRESTRICTED GRANT$75,000SUITE 2150
SUSTAINABLE COASTLINES HAWAII
3160 WAIALAE AVENUEHONOLULUHI96816PCUNRESTRICTED GRANT$75,000SUITE 120
TEMPLE OF PEACE COMMUNITY
575 HAIKU ROADHAIKUHI96708PCUNRESTRICTED GRANT$15,000DEVELOPMENT CENTER
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,040,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$95,768ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$136,452ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$939,514ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescOTHER ASSET INCOME & ADDITIDesc
Exclusion14ExclusionCd
Exclusion$12,297ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,184,031ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,184,031TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number3LineNumberTxt
Relationship StatementTHE FOUNDATION PROVIDES GRANTS TO OTHER IRC SECTION 501 (C)(3) ORGANIZATIONS. IT IS PRIMARILY SUPPORTED BY CONTRIBUTIONS FROM KARIN FROST. INVESTMENTS ARE HELD IN PUBLICLY TRADED STOCKS AND BONDS.RelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

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 PersonKARIN FROSTContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line15274 HALAPEPE STREETAddressLine1Txt
CityHONOLULUCityNm
State AbbreviationHIStateAbbreviationCd
ZIP96821ZIPCd
FieldValueIRS element (for citing)
Total Contributions$300,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,489Amt
Net Investment Income$1,745NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,744DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondBNY MELLON FIXED INCOMEBondNm
EOY Book Value$3,101,496EOYBookValueAmt
EOYFMV$2,865,924EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockBNY MELLON EQUITIESStockNm
EOY Book Value$3,658,731EOYBookValueAmt
EOYFMV$7,490,120EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtBook ValueBookValueAmtEOYFMVEOYFMVAmt
FUJIO IMPACT FUND$150,000$144,618
BRIDGE WORKFORCE & HOUSING$231,039$209,856
E P R PROPERTIES$4,482$5,208

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$1,240LegalFeesAmt
Net Investment Income$620NetInvestmentIncomeAmt
Disbursements Charitable Prps$620DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
OTHER EXPENSES$3,856$3,856
INSURANCE$1,216$608$608

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER ASSET INCOME & ADDITIONDesc
Revenue And Expenses Per Books$12,297RevenueAndExpensesPerBooksAmt
Net Investment Income$12,297NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MANAGER FEES$20,025$20,025
ADVISORY FEES$47,692$47,692
CONSULTING FEES$32,550$32,550

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL INCOME TAXCategoryTxt
Amt$13,768Amt
Net Investment Income$13,768NetInvestmentIncomeAmt

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