LOCATIONS FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- LOCATIONS FOUNDATION (EIN 99-0267351)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-14
- IRS object ID
- 201143189349101579
- Schema version
- 2010v3.2
- 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
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-14T18:41:48-06:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF PACIFIC HAWAII LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1132 BISHOP STREET SUITE 2500 | 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 | 2010-01-01 | 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 | MIKIO SATO | Name |
| Title | TREASURER | Title |
| Phone | 8087354200 | Phone |
| Date Signed | 2011-11-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ELIZABETH KOO | Name |
| Phone | 8085360066 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 677104 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 170254 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 9532 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 9532 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 11096 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 225422 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 11096 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 190882 | TotalRevenueAndExpenses |
| Total Net Investment Income | 20628 | 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 | 3585 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1792 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1793 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 961 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 961 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 14 | InterestRevAndExpnss |
| Interest Net Invst Incm | 0 | InterestNetInvstIncm |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 176 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 15707 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 580 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 15127 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 20443 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 3333 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 16920 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 110647 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 110647 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 131090 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 3333 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 127567 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 59792 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 17295 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 80973 | CashBOY |
| Cash EOY | 125766 | CashEOY |
| Cash EOYFMV | 125766 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 212131 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 212079 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 212079 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 303102 | InvestmentsOtherBOY |
| Investments Other EOY | 339259 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 339259 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 596206 | TotalAssetsBOY |
| Total Assets EOY | 677104 | TotalAssetsEOY |
| Total Assets EOYFMV | 677104 | TotalAssetsEOYFMV |
| Accounts Payable BOY | -2710 | AccountsPayableBOY |
| Accounts Payable EOY | 1416 | AccountsPayableEOY |
| Total Liabilities BOY | -2710 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1416 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 598916 | UnrestrictedBOY |
| Unrestricted EOY | 675688 | UnrestrictedEOY |
| Total Net Assets BOY | 598916 | TotalNetAssetsBOY |
| Total Net Assets EOY | 675688 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 596206 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 677104 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 598916 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 59792 | ExcessOfRevenueOverExpenses |
| Other Increases | 17017 | OtherIncreases |
| Subtotal | 675725 | Subtotal |
| Other Decreases | 37 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 675688 | 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 | 225422 | GrossSalesPrice |
| Cost Or Other Basis | 214326 | CostOrOtherBasis |
| Gain Or Loss | 11096 | GainOrLoss |
| Gains Minus Excess Or Losses | 11096 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 11096 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 117170 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 592383 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.197794 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 110951 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 559201 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.198410 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 129013 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 507526 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.254200 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 82780 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 466691 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.177376 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 77898 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 416991 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.186810 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.014590 | TotalDistributionRatio |
| Average Distribution Ratio | 0.202918 | AverageDistributionRatio |
| Net Noncharitable Assets | 630237 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 127886 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 173 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 128059 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 127567 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 346 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 346 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 346 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 346 | 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 | 1 | 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 (27 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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| TOAN DORAN | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | TREASURER - TRUSTEE | 1.00 | 0 | 0 | 0 |
| MARY EDU | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | PRESIDENT - TRUSTEE | 1.00 | 0 | 0 | 0 |
| JODEE FARM | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| STEPHANIE CHAN | ||||||||
| 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 |
| BILL CHEE | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | OFFICER/PRES-LEGAL OFFICER | 1.00 | 0 | 0 | 0 |
| DOLORES BEDIONES | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | OFFICER | 1.00 | 0 | 0 | 0 |
| SHANNON SMITH | ||||||||
| 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 |
| CHAD TAKESUE | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| DAN TABORI | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | OFFICER | 1.00 | 0 | 0 | 0 |
| MICHAEL HEALEY | ||||||||
| 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 |
| KATHY PANG | ||||||||
| 1357 KAPIOLANI BLVD SUITE 910 | HONOLULU | HI | 96814 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| MIKIO SATO | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | TREASURER - LEGAL OFFICER | 1.00 | 0 | 0 | 0 |
| BRANDON LAU | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| DONALD DOLE | ||||||||
| 1357 KAPIOLANI BLVD SUITE 910 | HONOLULU | HI | 96814 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| GEORGE SANTOKI | ||||||||
| 614 KAPAHULU AVENUE 3RD FLOOR | HONOLULU | HI | 96815 | VP - 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 |
| 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 |
| 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 | 315330 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 324505 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 639835 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 639835 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 9598 | CashDeemedCharitable |
| Net Noncharitable Assets | 630237 | NetNoncharitableAssets |
| Minimum Investment Return | 31512 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 31512 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 346 | TaxBasedOnInvestmentIncome |
| Total Tax | 346 | TotalTax |
| Distributable Amount Before Adj | 31166 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 31166 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 31166 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 127567 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 127567 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 127567 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 31166 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 57048 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 59574 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 103951 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 83197 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 87613 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 391383 | TotalExcessDistriCarryover |
| Qualifying Distributions | 127567 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 31166 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 96401 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 487784 | 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 | 57048 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 430736 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 59574 | ExcessFromYear4 |
| Excess From Year3 | 103951 | ExcessFromYear3 |
| Excess From Year2 | 83197 | ExcessFromYear2 |
| Excess From Year1 | 87613 | ExcessFromYear1 |
| Excess From Current Year | 96401 | 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 (19 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ALOHA MEDICAL MISSION | |||||||
| 810 N VINEYARD BLVD | HONOLULU | HI | 96817 | NONE | 501(C)(3) | TO SUPPORT INTERNATIONAL, FOREIGN AFFAIRS, AND NATIO | $1,400 |
| ALOUN FOUNDATION | |||||||
| 91-1440 FARRINGTON HIGHWAY | KAPOLEI | HI | 96707 | NONE | 501(C)(3) | SOCIAL SERVICES | $4,208 |
| AMERICAN RED CROSS | |||||||
| 4155 DIAMOND HEAD ROAD | HONOLULU | HI | 96816 | NONE | 501(C)(3) | TO SUPPORT COMMUNITY IMPROVEMENT | $5,563 |
| ANGEL TREE | |||||||
| PO BOX 1550 | MERRIFIELD | VA | 22116 | NONE | 501(C)(3) | TO SUPPORT RELIGIOUS ACTIVITIES | $1,799 |
| BIG BROTHERS BIG SISTERS | |||||||
| 418 KUWILI ST STE 106 | HONOLULU | HI | 96817 | NONE | 501(C)(3) | TO SUPPORT YOUTH DEVELOPMENT | $6,050 |
| BOY SCOUTS OF AMERICA | |||||||
| 42 PUIWA ROAD | HONOLULU | HI | 96817 | NONE | 501(C)(3) | TO SUPPORT YOUTH DEVELOPMENT | $1,000 |
| BOYS & GIRLS CLUB OF HAWAII | |||||||
| 1523 KALAKAUA AVE 202 | HONOLULU | HI | 96826 | NONE | 501(C)(3) | TO SUPPORT YOUTH DEVELOPMENT | $5,155 |
| DONATIONS (LESS THAN 1000) | |||||||
| 614 KAPAHULU AVENUE SUITE 300 | HONOLULU | HI | 96815 | NONE | 501(C)(3) | CHARITABLE | $24,974 |
| CHILD AND FAMILY SERVICES | |||||||
| 91-1841 FT WEAVER RD | EWA BEACH | HI | 96706 | NONE | 501(C)(3) | TO SUPPORT COMMUNITY IMPROVEMENT | $3,745 |
| HAWAII 3R'S | |||||||
| 1580 MAKALOA ST STE 1220 | HONOLULU | HI | 96814 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR EDUCATIONAL INSTITUTIONS | $13,000 |
| HAWAII CATHOLIC COMMUNITY FOUNDATION | |||||||
| 6301 PALI HIGHWAY | KANEOHE | HI | 96744 | NONE | 501(C)(3) | TO SUPPORT RELIGIOUS ACTIVITIES | $1,332 |
| HAWAII PUBLIC RADIO | |||||||
| 738 KAHEKA ST | HONOLULU | HI | 96814 | NONE | 501(C)(3) | TO SUPPORT CULTURAL AND INFORMATIONAL PROGRAMMING IN | $1,149 |
| 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 | $9,322 |
| JUVENILE DIABETES RESEARCH FOUNDATION INTERNATIONAL | |||||||
| 26 BROADWAY | NEW YORK | NY | 10004 | NONE | 501(C)(3) | TO SUPPORT YOUTH DEVELOPMENT | $5,183 |
| LEARNING FOR A LIFETIME | |||||||
| PO BOX 240627 | HONOLULU | HI | 96824 | NONE | 501(C)(3) | TO SUPPORT YOUTH DEVELOPMENT | $3,800 |
| NON-CASH CONTRIBUTIONS | |||||||
| 614 KAPAHULU AVENUE SUITE 300 | HONOLULU | HI | 96815 | NONE | 501(C)(3) | TO PROVIDE BACKPACKS TO VARIOUS SHELTERS IN HAWAII | $9,542 |
| PACIFIC GATEWAY CENTER | |||||||
| 83 NORTH KING STREET | HONOLULU | HI | 96817 | NONE | 501(C)(3) | TO SUPPORT COMMUNITY IMPROVEMENT | $3,000 |
| RONALD MCDONALD HOUSE CHARITIES OF HAWAII INC | |||||||
| PO BOX 61777 | HONOLULU | HI | 96839 | NONE | 501(C)(3) | CHARITABLE | $2,606 |
| WOMEN-IN-NEED | |||||||
| PO BOX 414 | WAIMANALO | HI | 96795 | NONE | 501(C)(3) | CHARITABLE | $7,819 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 110647 | 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 | $9,532 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $11,096 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $20,628 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 20628 | 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 | 4999 KAHALA AVENUE 330 | AddressLine1 |
| City | HONOLULU | City |
| State | HI | State |
| ZIP Code | 96816 | 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 | $3,585 | Amount |
| Net Investment Income | 1792 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1793 | 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 | AT COST | ListedAtCostOrFMV |
| Book Value | 339259 | BookValue |
| EOYFMV | 339259 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PENALTY | Description |
| Amount | $37 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| PUBLIC RELATIONS | 5716 | 0 | 5716 |
| MISCELLANEOUS | 8608 | 0 | 8608 |
| BANK CHARGES | 580 | 580 | 0 |
| INSURANCE | 803 | 0 | 803 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN | Description |
| Amount | $17,017 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | Category |
| Amount | $961 | Amount |
| Net Investment Income | 961 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor (8 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Address Line2USAddress/AddressLine2 |
|---|---|---|---|---|
| KUMIKO BURNS | ||||
| 350 ILIMALIA LOOP | KAILUA | HI | 96734 | |
| JAMES CHAN | ||||
| 2222 AHA NUI PLACE | HONOLULU | HI | 96821 | |
| JOHN M HAYAMA | ||||
| 3148-C EAST MANOA ROAD | HONOLULU | HI | 96822 | |
| BONNIE ISHII-COEN | ||||
| 627 10TH AVENUE | HONOLULU | HI | 96816 | |
| SHERRIE KURODA | ||||
| 3360 KAMAAINA PLACE | HONOLULU | HI | 96817 | |
| BRANDON LAU | ||||
| 1778 ALA MOANA BLVD 1104 | HONOLULU | HI | 96815 | |
| KELLY MITCHELL | ||||
| 588 KUMUKAHI PLACE | HONOLULU | HI | 96825 | |
| DONALD V DOLE JR | ||||
| C/O WFHM OF HAWAII LLC 1357 | HONOLULU | HI | 96814 | KAPIOLANI BLVD STE 910 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| EXCISE TAX ON INVESTMENT INC | $31 | 0 | 0 |
| GENERAL EXCISE TAX | $145 | 0 | 0 |
Comments