LOCATIONS FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- LOCATIONS FOUNDATION (EIN 99-0267351)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-13
- IRS object ID
- 201331339349102753
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2013-05-13T22:22:08-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261659234 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CW ASSOCIATES CPAS | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 990267351 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOCATIONS FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LOCA | NameControl |
| Phone | 8087354200 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOANN LUMSDEN | Name |
| Title | TREASURER | Title |
| Phone | 8087354200 | Phone |
| Date Signed | 2013-05-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARK A HAYES | Name |
| PTIN | P00085205 | PTIN |
| Phone | 8085311040 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 796909 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 218394 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 9290 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 8489 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 6456 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 84718 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 6456 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 234140 | TotalRevenueAndExpenses |
| Total Net Investment Income | 14945 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1905 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 952 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 953 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 1248 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 1248 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 2 | InterestRevAndExpnss |
| Interest Net Invst Incm | 0 | InterestNetInvstIncm |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 138 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 22581 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 22566 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 25874 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 2200 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 23519 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 160012 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 160012 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 185886 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 2200 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 183531 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 48254 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 12745 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 387337 | CashBOY |
| Cash EOY | 426098 | CashEOY |
| Cash EOYFMV | 426098 | CashEOYFMV |
| Investments Other BOY | 339440 | InvestmentsOtherBOY |
| Investments Other EOY | 370811 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 370811 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 726777 | TotalAssetsBOY |
| Total Assets EOY | 796909 | TotalAssetsEOY |
| Total Assets EOYFMV | 796909 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 6082 | AccountsPayableBOY |
| Accounts Payable EOY | 10342 | AccountsPayableEOY |
| Total Liabilities BOY | 6082 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 10342 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 720695 | UnrestrictedBOY |
| Unrestricted EOY | 786567 | UnrestrictedEOY |
| Total Net Assets BOY | 720695 | TotalNetAssetsBOY |
| Total Net Assets EOY | 786567 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 726777 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 796909 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 720695 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 48254 | ExcessOfRevenueOverExpenses |
| Other Increases | 17618 | OtherIncreases |
| Subtotal | 786567 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 786567 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | PUBLICLY TRADED SECURITIES | DescriptionOfAsset |
| Gross Sales Price | 84718 | GrossSalesPrice |
| Cost Or Other Basis | 78262 | CostOrOtherBasis |
| Gain Or Loss | 6456 | GainOrLoss |
| Gains Minus Excess Or Losses | 6456 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 6456 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 129211 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 568989 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.227089 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 127567 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 630237 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.202411 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 117170 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 592383 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.197794 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 110951 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 559201 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.198410 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 129013 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 507526 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.254200 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.079904 | TotalDistributionRatio |
| Average Distribution Ratio | 0.215981 | AverageDistributionRatio |
| Net Noncharitable Assets | 643977 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 139087 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 127 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 139214 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 183531 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 127 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 127 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 127 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 127 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | HI | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | RESCO INC | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 8087354200 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (25 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| MARY EDU | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | PRESIDENT - TRUSTEE | 1.00 | 0 | 0 | 0 |
| CORINDA WONG | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | PAST PRESIDENT - TRUSTEE | 1.00 | 0 | 0 | 0 |
| NOELE KANEMOTO | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | SECRETARY - TRUSTEE | 1.00 | 0 | 0 | 0 |
| DAN TABORI | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | TREASURER - TRUSTEE | 1.00 | 0 | 0 | 0 |
| TOAN DORAN | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | OFFICER | 1.00 | 0 | 0 | 0 |
| DOLORES BEDIONES | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | OFFICER | 1.00 | 0 | 0 | 0 |
| STEPHANIE CHAN | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| JODEE FARM | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| ZONA JONES | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| JON YAMASATO | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| SHANNON SMITH | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| JUDY KUMANO | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| RUSSELL NISHIMOTO | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| MARSHALL MOWER | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| CHAD TAKESUE | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| BRANDON LAU | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| JAMES CHAN | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| MICHAEL MARKS | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| KRISTIN MUKAI | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| KENGO UENO | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| KATHY PANG | ||||||||
| 1357 KAPIOLANI BLVD SUITE 910 | HONOLULU | HI | 96814 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| DONALD DOLE | ||||||||
| 1357 KAPIOLANI BLVD SUITE 910 | HONOLULU | HI | 96814 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| BILL CHEE | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | PRES-LEGAL OFFICER | 1.00 | 0 | 0 | 0 |
| JOANN LUMSDEN | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | TREASURER - LEGAL OFFICER | 1.00 | 0 | 0 | 0 |
| BRENDA CHING | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | SECRETARY - LEGAL OFFICER | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Amount1 | 0 | Amount1 |
| All Oth Prog Rltd Investments Total | 0 | AllOthProgRltdInvestmentsTotal |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 355869 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 297915 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 653784 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 653784 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 9807 | CashDeemedCharitable |
| Net Noncharitable Assets | 643977 | NetNoncharitableAssets |
| Minimum Investment Return | 32199 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 32199 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 127 | TaxBasedOnInvestmentIncome |
| Total Tax | 127 | TotalTax |
| Distributable Amount Before Adj | 32072 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 32072 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 32072 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 183531 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 183531 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 127 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 183404 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 32072 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 103951 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 83197 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 87613 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 96401 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 101034 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 472196 | TotalExcessDistriCarryover |
| Qualifying Distributions | 183531 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 32072 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 151459 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 623655 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 103951 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 519704 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 83197 | ExcessFromYear4 |
| Excess From Year3 | 87613 | ExcessFromYear3 |
| Excess From Year2 | 96401 | ExcessFromYear2 |
| Excess From Year1 | 101034 | ExcessFromYear1 |
| Excess From Current Year | 151459 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | FOUNDATION BOARD OF TRUSTEES | RecipientName |
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 Number | 8087354200 | RecipientPhoneNumber |
| Form And Info And Materials | NO SPECIFIED FORM AT PRESENT | FormAndInfoAndMaterials |
| Submission Deadlines | NONE AT PRESENT | SubmissionDeadlines |
| Restrictions On Awards | EDUCATION, LITERACY, RELIGIOUS OR SCIENTIFIC PROGRAMS OF CHARITABLE WORKS QUALIFYING UNDER IRC. SEC. 501(C)(3). | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (25 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | |||||||
| 4155 DIAMOND HEAD ROAD | HONOLULU | HI | 96816 | NONE | 501(C)(3) | TO SUPPORT COMMUNITY IMPROVEMENT | $10,150 |
| ARMED SERVICES YMCA | |||||||
| 1057 NORTH ROAD | HONOLULU | HI | 96818 | NONE | 501(C)(3) | OPERATIONS KID COMFORT PROGRAM | $2,000 |
| BIG BROTHERS BIG SISTERS | |||||||
| 418 KUWILI ST STE 106 | HONOLULU | HI | 96817 | NONE | 501(C)(3) | TO SUPPORT YOUTH DEVELOPMENT | $17,900 |
| BOYS & GIRLS CLUB OF HAWAII | |||||||
| 1523 KALAKAUA AVE 202 | HONOLULU | HI | 96826 | NONE | 501(C)(3) | TO SUPPORT YOUTH DEVELOPMENT | $13,716 |
| CHILD AND FAMILY SERVICES | |||||||
| 91-1841 FT WEAVER RD | EWA BEACH | HI | 96706 | NONE | 501(C)(3) | TO SUPPORT COMMUNITY IMPROVEMENT | $4,875 |
| DONATIONS (LESS THAN 1000) | |||||||
| 614 KAPAHULU AVENUE SUITE 300 | HONOLULU | HI | 96815 | NONE | 501(C)(3) | CHARITABLE | $30,304 |
| FAMILY PROGRAMS HAWAII | |||||||
| 250 S VINEYARD BLVD | HONOLULU | HI | 96813 | NONE | 501(C)(3) | CHARITABLE | $3,127 |
| 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 | |||||||
| 1136 12TH AVENUE 220 | HONOLULU | HI | 96816 | NONE | 501(C)(3) | WINGS FOR SHRINERS EVENT | $1,500 |
| HAWAII CATHOLIC COMMUNITY FOUNDATION | |||||||
| 6301 PALI HIGHWAY | KANEOHE | HI | 96744 | NONE | 501(C)(3) | TO SUPPORT RELIGIOUS ACTIVITIES | $1,774 |
| HAWAII TEO CHEW ASSOCIATION | |||||||
| 134 NKING STREET 2ND FLOOR | HONOLULU | HI | 96817 | NONE | 501(C)(3) | CHARITABLE | $1,859 |
| HAWAIIAN HUMANE SOCIETY | |||||||
| 2700 WAIALAE AVE | HONOLULU | HI | 96826 | NONE | 501(C)(3) | CHARITABLE | $1,936 |
| HUGS FOR HI SERIOUSLY ILL CHILDREN & THEIR FAMILIES | |||||||
| 3636 KILAUEA AVE | HONOLULU | HI | 96816 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR FAMILIES AND CHILDREN DEALING | $8,718 |
| IOLANI SCHOOL | |||||||
| 563 KAMOKU STREET | HONOLULU | HI | 96826 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR EDUCATIONAL INSTITUTIONS | $1,482 |
| KEAHIAKAHOE CANOE CLUB | |||||||
| 47-415 MAHAKEA ROAD | KANEOHE | HI | 96744 | NONE | 501(C)(3) | CHARITABLE | $1,763 |
| KIDS HURT TOO HAWAII (ATTN HJJCC) | |||||||
| 2452 S BERETANIA STREET | HONOLULU | HI | 96826 | NONE | 501(C)(3) | CHARITABLE | $1,000 |
| KOREAN CATHOLIC CHURCH OF HAWAII | |||||||
| 2949 KAHAWAI STREET | HONOLULU | HI | 96822 | NONE | 501(C)(3) | CHARITABLE | $1,750 |
| MILILANI HIGH SCHOOL | |||||||
| 95-1200 MEHEULA PARKWAY | MILILANI | HI | 96789 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR EDUCATIONAL INSTITUTIONS | $1,274 |
| NEW HOPE DIAMOND HEAD | |||||||
| 4211 WAIALAE AVENUE 1030 | HONOLULU | HI | 96816 | NONE | 501(C)(3) | JAPAN MISSIONS | $1,007 |
| NON-CASH CONTRIBUTIONS | |||||||
| 614 KAPAHULU AVENUE SUITE 300 | HONOLULU | HI | 96815 | NONE | 501(C)(3) | TO SUPPORT WOMEN, CHILDREN AND FAMILY SERVICES. | $3,473 |
| PALOLO ELEMENTARY SCHOOL | |||||||
| 2106 10TH AVENUE | HONOLULU | HI | 96816 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR EDUCATIONAL INSTITUTIONS | $25,000 |
| PARTNERS IN DEVELOPMENT | |||||||
| 2040 BACHELOT STREET | HONOLULU | HI | 96817 | NONE | 501(C)(3) | CHARITABLE | $2,200 |
| RONALD MCDONALD HOUSE CHARITIES OF HAWAII INC | |||||||
| PO BOX 61777 | HONOLULU | HI | 96839 | NONE | 501(C)(3) | CHARITABLE | $1,421 |
| UH FOUNDATION | |||||||
| 2444 DOLE ST BACHMAN HALL 101 | HONOLULU | HI | 96822 | NONE | 501(C)(3) | CHARITABLE | $1,583 |
| WOMEN-IN-NEED | |||||||
| PO BOX 414 | WAIMANALO | HI | 96795 | NONE | 501(C)(3) | CHARITABLE | $10,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 160012 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $9,290 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $6,456 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $15,746 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 15746 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | WILLIAM CHEE | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | 10000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $1,905 | Amount |
| Net Investment Income | 952 | NetInvestmentIncome |
| Disbursements Charitable Prps | 953 | DisbursementsCharitablePrps |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Oth Prog Rltd Investments AllOthProgRltdInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | N/A | Description |
| Amount | $0 | Amount |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENT SECURITIES | CategoryOrItem |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMV |
| Book Value | 370811 | BookValue |
| EOYFMV | 370811 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (7 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| PUBLIC RELATIONS | 5361 | 0 | 5361 |
| MISCELLANEOUS | 3492 | 0 | 3482 |
| INSURANCE | 857 | 0 | 857 |
| PARKING | 136 | 0 | 136 |
| PENALTIES | 5 | 0 | 0 |
| FUNDRAISING | 2713 | 0 | 2713 |
| PROGRAM COSTS | 10017 | 0 | 10017 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN ON INVESTMENT | Description |
| Amount | $17,618 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | Category |
| Amount | $1,248 | Amount |
| Net Investment Income | 1248 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX ON INVESTMENT INC | Category |
| Amount | $138 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments