KAHIAU FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- KAHIAU FOUNDATION (EIN 05-0629872)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-10-31
- IRS object ID
- 201203059349100010
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-10-31T17:59:16-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942682998 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OUM & CO LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 465 CALIFORNIA STREET SUITE 700 | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94104 | 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 | 050629872 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KAHIAU FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | KAHI | NameControl |
| Phone | 8089236324 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2969 KALAKAUA AVENUE STE 1101 | AddressLine1 |
| City | HONOLULU | City |
| State | HI | State |
| ZIP Code | 96815 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ALLENE WONG | Name |
| Title | PRESIDENT | Title |
| Phone | 8089236324 | Phone |
| Date Signed | 2012-10-29 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN MURANISHI | Name |
| PTIN | P00361771 | PTIN |
| Phone | 4154343744 | Phone |
| 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 | 6503869 | 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 |
| Interest On Savings Rev And Expnss | 162940 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 162940 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 85269 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 85269 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 275047 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 2915922 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 275047 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 523256 | TotalRevenueAndExpenses |
| Total Net Investment Income | 523256 | 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 | 9245 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 7396 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1849 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 2583 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 55329 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 54562 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 200 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 67157 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 61958 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 2049 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 346800 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 346800 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 413957 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 61958 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 348849 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 109299 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 461298 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 143244 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 417375 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 417375 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 279647 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 225392 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 228765 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 2732997 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2734010 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2827026 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 3302311 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 3190721 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 3030703 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 6458199 | TotalAssetsBOY |
| Total Assets EOY | 6567498 | TotalAssetsEOY |
| Total Assets EOYFMV | 6503869 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 6458199 | RetainedEarningsBOY |
| Retained Earnings EOY | 6567498 | RetainedEarningsEOY |
| Total Net Assets BOY | 6458199 | TotalNetAssetsBOY |
| Total Net Assets EOY | 6567498 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 6458199 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 6567498 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 6458199 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 109299 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 6567498 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 6567498 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (16 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES #15878 | P | 122983 | 103457 | 19526 | 19526 |
| PUBLICLY TRADED SECURITIES #15878 | P | 459079 | 386616 | 72463 | 72463 |
| PUBLICLY TRADED SECURITIES #15879 | P | 183325 | 223206 | -39881 | -39881 |
| PUBLICLY TRADED SECURITIES #15879 | P | 261450 | 213245 | 48205 | 48205 |
| PUBLICLY TRADED SECURITIES #15880 | P | 242965 | 258370 | -15405 | -15405 |
| PUBLICLY TRADED SECURITIES #15880 | P | 466604 | 413289 | 53315 | 53315 |
| PUBLICLY TRADED SECURITIES #15881 | P | 95163 | 99579 | -4416 | -4416 |
| PUBLICLY TRADED SECURITIES #15881 | P | 109667 | 76290 | 33377 | 33377 |
| PUBLICLY TRADED SECURITIES #15883 | P | 44866 | 43118 | 1748 | 1748 |
| PUBLICLY TRADED SECURITIES #15883 | P | 128694 | 92963 | 35731 | 35731 |
| PUBLICLY TRADED SECURITIES #19215 | P | 42060 | 40836 | 1224 | 1224 |
| PUBLICLY TRADED SECURITIES #19215 | P | 143643 | 138156 | 5487 | 5487 |
| PUBLICLY TRADED SECURITIES #19570 | P | 62399 | 60782 | 1617 | 1617 |
| PUBLICLY TRADED SECURITIES #19570 | P | 418932 | 396654 | 22278 | 22278 |
| PUBLICLY TRADED SECURITIES #20745 | P | 9440 | 9231 | 209 | 209 |
| PUBLICLY TRADED SECURITIES #20745 | P | 124652 | 85083 | 39569 | 39569 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 275047 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 294018 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 6594898 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.044583 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 359564 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 5967217 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.060257 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 415630 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 7286078 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.057044 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 391697 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 8391392 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.046678 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 25960 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 8046556 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.003226 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.211788 | TotalDistributionRatio |
| Average Distribution Ratio | 0.042358 | AverageDistributionRatio |
| Net Noncharitable Assets | 6907094 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 292571 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 4613 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 297184 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 348849 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 4613 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 4613 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 4613 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2420 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 4000 | TaxPaidWithExtension |
| Total Credits And Payments | 6420 | TotalCreditsAndPayments |
| Penalty For Underpayment | 1 | PenaltyForUnderpayment |
| Overpayment | 1806 | Overpayment |
| Amount Credited To Next Year | 1806 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
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 | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | CA | StatesFiledWith |
| 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 Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 8089236324 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2969 KALAKAUA AVENUE STE 1101 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| ALLENE WONG | ||||||||
| 2969 KALAKAUA AVENUE SUITE 1101 | HONOLULU | HI | 96815 | CHAIRMAN AND PRESIDENT | 5.00 | 0 | 0 | 0 |
| COLLEEN WONG | ||||||||
| 2969 KALAKAUA AVENUE SUITE 1101 | HONOLULU | HI | 96815 | SECRETARY | 0.00 | 0 | 0 | 0 |
| MORGAN ECKLES | ||||||||
| 2969 KALAKAUA AVENUE SUITE 1101 | HONOLULU | HI | 96815 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| ZACHARY KAU | ||||||||
| 2969 KALAKAUA AVENUE SUITE 1101 | HONOLULU | HI | 96815 | DIRECTOR | 0.00 | 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) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 6754460 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 257818 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 7012278 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 7012278 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 105184 | CashDeemedCharitable |
| Net Noncharitable Assets | 6907094 | NetNoncharitableAssets |
| Minimum Investment Return | 345355 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 345355 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 4613 | TaxBasedOnInvestmentIncome |
| Total Tax | 4613 | TotalTax |
| Distributable Amount Before Adj | 340742 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 340742 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 340742 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 348849 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 348849 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 4613 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 344236 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 340742 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 327855 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 348849 | QualifyingDistributions |
| Applied To Year1 | 327855 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 20994 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | 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 | 319748 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ALLENE WONG | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (11 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| HAWAI'I COMMUNITY FOUNDATION | |||||||
| 827 FORT STREET MALL | HONOLULU | HI | 96813 | NONE | 501(C)(3) | TO SUPPORT HAWAIIAN NATURAL RESOURCES AND ISLAND CULTURES | $31,400 |
| NA LEI HULU | |||||||
| 1527 20TH STREET | SAN FRANCISCO | CA | 94107 | NONE | 501(C)(3) | TO SUPPORT AND PRESERVE THE HAWAIIAN CULTURE THROUGH PRODUCING QUALITY PERFORMANCES AND EDUCATIONAL WORKSHOPS | $20,000 |
| NORTH KOHALA COMMUNITY RESOURCE CENTER | |||||||
| 55-3393 AKONI PULE HWY PO BOX 519 | HAWI | HI | 96719 | NONE | 501(C)(3) | TO SUPPORT INCREASING THE NUMBER OF SUCCESSFUL COMMUNITY IMPROVEMENT PROJECTS BY PROVIDING LOCAL SUPPORT AND EDUCATION AS WELL AS BRIDGES TO FUNDING. | $6,000 |
| THE BLUEPRINT FOR COMMUNITIES FOUNDATION | |||||||
| 26161 SCENIC ROAD | CARMEL | CA | 93923 | NONE | 501(C)(3) | TO SUPPORT COMMUNITY PROGRAMS | $147,400 |
| JUNIOR LEAGUE OF HONOLULU | |||||||
| 1802 KEEAUMOKU ST | HONOLULU | HI | 96822 | NONE | 501(C)(3) | TO SUPPORT DEVELOPING THE POTENTIAL OF WOMEN AND IMPROVING COMMUNITIES THROUGH THE EFFECTIVE ACTION AND LEADERSHIP OF TRAINED VOLUNTEERS | $1,500 |
| KOHALA HIGH SCHOOL | |||||||
| 54-3611 AKONI PULE HWY PO BOX 279 | KAPAAU | HI | 96755 | NONE | 501(C)(3) | TO SUPPORT STUDENTS TO ACHIEVE HIGH STANDARDS THROUGH AUTHENTIC ASSESSMENT | $28,000 |
| AWAIAULU HAWAIIAN LITERATURE PROJECT | |||||||
| 2667 ANUU PLACE | HONOLULU | HI | 96819 | NONE | 501(C)(3) | TO SUPPORT HAWAIIAN HISTORICAL RESOURCES | $10,000 |
| THE KOHALA CENTER | |||||||
| PO BOX 437462 | KAMUELA | HI | 96743 | NONE | 501(C)(3) | TO SUPPORT THE ISLAND OF HAWAI'I | $85,000 |
| BERKELEY EAST BAY HUMANE SOCIETY | |||||||
| 2700 9TH STREET | BERKELEY | CA | 94710 | NONE | 501(C)(3) | TO HELP AND SUPPORT HOMELESS ANIMALS | $7,500 |
| CAL PERFORMANCES | |||||||
| 101 ZELLERBACH HALL 4800 | BERKELEY | CA | 94720 | NONE | 501(C)(3) | TO SUPPORT PERFORMING ARTS | $5,000 |
| KIDS HURT TOO HAWAII | |||||||
| 245 N KUKUI STREET 203 | HONOLULU | HI | 96817 | NONE | 501(C)(3) | TO SUPPORT CURRENT AND FORMER DISPLACED YOUTH | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 346800 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $162,940 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $85,269 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $275,047 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $523,256 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 523256 | 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 | ACCOUNTING FEES | Category |
| Amount | $9,245 | Amount |
| Net Investment Income | 7396 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1849 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (2 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| MUTUAL FUNDS | 1232587 | 1023404 |
| CORPORATE BONDS | 1958134 | 2007299 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CORPORATE STOCKS | NameOfStock |
| EOY Book Value | 2734010 | EOYBookValue |
| EOYFMV | 2827026 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 225392 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 228765 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (9 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| MARGIN INTEREST EXPENSES | 204 | 204 | 0 |
| INVESTMENT EXPENSES | 50674 | 50674 | 0 |
| FOREIGN TAXES PAID | 3604 | 3604 | 0 |
| FILING FEES | 25 | 0 | 0 |
| BANK FEES | 64 | 0 | 0 |
| POSTAGE | 200 | 0 | 200 |
| REGISTRATION | 80 | 80 | 0 |
| DEPT OF COMMERCE AND CONSUMER AFFAIRS | 5 | 0 | 0 |
| MISCELLANEOUS EXPENSES | 473 | 0 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FEDERAL TAXES - ESTIMATED TAX PAYMENT | $2,420 | 0 | 0 |
| FTB | $10 | 0 | 0 |
| 2010 FEDERAL BALANCE DUE | $153 | 0 | 0 |
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