OHUOKALANI CHARITABLE FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- OHUOKALANI CHARITABLE FOUNDATION (EIN 99-0345409)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-06-29
- IRS object ID
- 201201819349100505
- Schema version
- 2011v1.2
- 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 Bonds Schedule
- 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) |
|---|---|---|
| Timestamp | 2012-06-29T15:43:28-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 990237347 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OHATA CHUN YUEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 990345409 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OHUOKALANI CHARITABLE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | OHUO | NameControl |
| Phone | 8082597948 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOE KRAHULIK | Name |
| Title | SECRETARY/TREASURER | Title |
| Phone | 8082597948 | Phone |
| Date Signed | 2012-06-29 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHRIS QY YUEN | Name |
| PTIN | P00646551 | PTIN |
| Phone | 8087358585 | Phone |
| Date Prepared | 2012-06-29 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 607336 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 22518 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 22518 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 5041 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 10077 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 5041 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 27559 | TotalRevenueAndExpenses |
| Total Net Investment Income | 27559 | 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 | 1571 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1571 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 6080 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 6080 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 678 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 171 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 8329 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 6080 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1742 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 27000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 27000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 35329 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 6080 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 28742 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -7770 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 21479 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 201 | CashBOY |
| Cash EOY | 379 | CashEOY |
| Cash EOYFMV | 379 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 9805 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 6894 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 6894 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 497607 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 525669 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 525669 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 38220 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 39510 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 39510 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 39525 | InvestmentsOtherBOY |
| Investments Other EOY | 34884 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 34884 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 585358 | TotalAssetsBOY |
| Total Assets EOY | 607336 | TotalAssetsEOY |
| Total Assets EOYFMV | 607336 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 585358 | CapitalStockBOY |
| Capital Stock EOY | 607336 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 585358 | TotalNetAssetsBOY |
| Total Net Assets EOY | 607336 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 585358 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 607336 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 585358 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -7770 | ExcessOfRevenueOverExpenses |
| Other Increases | 29748 | OtherIncreases |
| Subtotal | 607336 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 607336 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| PROLOGIS INC FRACTIONAL SHARES | P | 2004-04-22 | 2011-06-20 | 30 | 61 | -31 | -31 |
| IBM 6 SHARES | P | 2004-04-22 | 2011-12-15 | 1086 | 543 | 543 | 543 |
| IBM 49 SHARES | P | 2004-04-22 | 2011-12-16 | 8961 | 4432 | 4529 | 4529 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 5041 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 27601 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 547587 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.050405 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 29395 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 473030 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.062142 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 32132 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 689642 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.046592 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 41125 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 862060 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.047705 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 45625 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 843694 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.054078 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.260922 | TotalDistributionRatio |
| Average Distribution Ratio | 0.052184 | AverageDistributionRatio |
| Net Noncharitable Assets | 606187 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 31633 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 215 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 31848 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 28742 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 430 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 430 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 430 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 320 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 320 | TotalCreditsAndPayments |
| Tax Due | 110 | 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 | JOE KRAHULIK | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 8085368358 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 217 PROSPECT ST D-10 | AddressLine1 |
| City | HONOLULU | City |
| State | HI | State |
| ZIP Code | 96813 | 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 (5 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 | 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 | |||||||||||||
| 217 PROSPECT ST D-10 | HONOLULU | HI | 96813 | SECRETARY/TREASURER | 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 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| 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. | Description1 |
| Expenses1 | 27000 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 602121 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 13297 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 615418 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 615418 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 9231 | CashDeemedCharitable |
| Net Noncharitable Assets | 606187 | NetNoncharitableAssets |
| Minimum Investment Return | 30309 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 30309 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 430 | TaxBasedOnInvestmentIncome |
| Total Tax | 430 | TotalTax |
| Distributable Amount Before Adj | 29879 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 29879 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 29879 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 28742 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 28742 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 28742 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 29879 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year2 | 4233 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 524 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 4757 | TotalExcessDistriCarryover |
| Qualifying Distributions | 28742 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 3620 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 25122 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 4757 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 4757 | ExcessDistriCyovAppliedCY |
| Total Corpus | 3620 | 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 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 3620 | ExcessDistriCyovToNextYear |
| Excess From Current Year | 3620 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (2 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| HONOLULU ACADEMY OF ARTS | |||||||
| 900 SOUTH BERETANIA STREET | HONOLULU | HI | 96814 | NONE | 501(C)(3) | UNRESTRICTED | $5,000 |
| LYMAN MUSEUM | |||||||
| 276 HAILI STREET | HILO | HI | 96720 | NONE | 501(C)(3) | RESTRICTED TO CAPITAL IMPROVEMENT | $22,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 27000 | 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 | $22,518 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $5,041 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $27,559 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 27559 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEES ACCOUNTING | Category |
| Amount | $1,571 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1571 | DisbursementsCharitablePrps |
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. | Election |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | MERRILL LYNCH CORP BONDS | NameOfBond |
| EOY Book Value | 39510 | EOYBookValue |
| EOYFMV | 39510 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | MERRILL LYNCH CORP STOCKS | NameOfStock |
| EOY Book Value | 525669 | EOYBookValue |
| EOYFMV | 525669 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MERRILL LYNCH MUTUAL FUNDS | CategoryOrItem |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMV |
| Book Value | 34884 | BookValue |
| EOYFMV | 34884 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| BANK SERVICE CHARGE | 150 | 0 | 150 |
| LICENSE & FEES | 5 | 0 | 5 |
| OTHERS | 16 | 0 | 16 |
| FOREIGN TAX | 184 | 0 | 0 |
| FEDERAL EXCISE TAX | 323 | 0 | 0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NET UNREALIZED GAIN ON INVESTMENT | Description |
| Amount | $29,748 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEES INVESTMENT MANAGEMENT | Category |
| Amount | $6,080 | Amount |
| Net Investment Income | 6080 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments