TAKAKI FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- TAKAKI FOUNDATION (EIN 81-0748864)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-30
- IRS object ID
- 202601209349101200
- Schema version
- 2025v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-30T11:01:11-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE FINANCIAL PLZ STE 2300 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 029032485 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810748864 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAKAKI FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TAKA | BusinessNameControlTxt |
| Phone | 8086944399 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3170 DEPT 715 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 968023170 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONALD M TAKAKI | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8086944399 | PhoneNum |
| Signature | 2026-04-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LYLE J MOHLER | PreparerPersonNm |
| PTIN | P01340349 | PTIN |
| Phone | 6892065200 | PhoneNum |
| Preparation | 2026-04-20 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,631,938 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $300,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $60,508 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $60,508 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $87,818 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $428,127 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $87,818 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $448,326 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $148,326 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,675 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,675 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $17,377 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,377 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,104 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,270 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $6 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $6 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $24,162 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,647 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,681 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $200,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $200,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $224,162 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,647 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $201,681 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $224,164 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $129,679 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $151,774 | CashBOYAmt |
| Cash EOY | $2,336 | CashEOYAmt |
| Cash EOYFMV | $2,336 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $24,537 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $333,508 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $333,508 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $1,516,159 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,580,984 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,296,094 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,692,470 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,916,828 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,631,938 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,692,470 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,916,828 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,692,470 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,916,828 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,692,470 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,916,828 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,692,470 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $224,164 | ExcessRevenueOverExpensesAmt |
| Other Increases | $194 | OtherIncreasesAmt |
| Subtotal | $1,916,828 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,916,828 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (84 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 896.932 INVESCO DIVERS DVDND-Y | 2025-01-02 | 2025-05-23 | $16,118 | $16,200 | -$82 | -$82 | |
| 3486.816 INVESCO DIVERS DVDND-Y | 2023-12-13 | 2025-05-23 | $62,658 | $64,081 | -$1,423 | -$1,423 | |
| 9.709 ALGER FOCUS EQUITY FUND-Y | 2025-01-02 | 2025-05-23 | $836 | $811 | $25 | $25 | |
| 45.028 ALGER FOCUS EQUITY FUND-Y | 2025-01-02 | 2025-11-21 | $4,941 | $3,762 | $1,179 | $1,179 | |
| 155.637 ALGER FOCUS EQUITY FUND-Y | 2023-01-05 | 2025-11-21 | $17,078 | $5,726 | $11,352 | $11,352 | |
| 42.624 ISHARES S&P 500 INDEX FUND | 2025-07-01 | 2025-11-21 | $32,977 | $29,177 | $3,800 | $3,800 | |
| 1.234 ISHARES S&P 500 INDEX FUND | 2021-01-19 | 2025-11-21 | $955 | $555 | $400 | $400 | |
| 110.575 DODGE & COX INTERNATIONAL STOCK FUND CLA | 2025-01-02 | 2025-05-23 | $6,505 | $5,498 | $1,007 | $1,007 | |
| 187.961 DODGE & COX INTERNATIONAL STOCK FUND CLA | 2023-01-05 | 2025-05-23 | $11,058 | $8,023 | $3,035 | $3,035 | |
| 134.63 DODGE & COX INTERNATIONAL STOCK FUND CLA | 2017-01-09 | 2025-11-21 | $2,188 | $1,316 | $872 | $872 | |
| 123.58 DODGE & COX STOCK FUND | 2025-05-23 | 2025-11-21 | $2,107 | $2,023 | $84 | $84 | |
| 14.483 FEDERATED HERMES MDT MID CAP GROWTH FUND | 2025-05-23 | 2025-11-21 | $957 | $932 | $25 | $25 | |
| 229.702 FEDERATED HERMES TOTAL RETURN BOND FUND | 2023-04-20 | 2025-11-21 | $2,207 | $2,212 | -$5 | -$5 | |
| 406.475 GOLDMAN SACHS INTERNATIONAL SMALL CAP IN | 2025-01-02 | 2025-05-23 | $5,947 | $4,975 | $972 | $972 | |
| 4.296 GOLDMAN SACHS INTERNATIONAL SMALL CAP IN | 2023-01-05 | 2025-05-23 | $63 | $46 | $17 | $17 | |
| 273.875 GOLDMAN SACHS INTERNATIONAL SMALL CAP IN | 2023-01-05 | 2025-11-21 | $4,481 | $2,961 | $1,520 | $1,520 | |
| 3. ISHARES RUSSELL MIDCAP GROWTH INDEX FUND | 2024-12-18 | 2025-11-21 | $396 | $399 | -$3 | -$3 | |
| 126.454 JOHN HANCOCK DISCIPLINED VALUE INTERNATI | 2025-05-23 | 2025-11-21 | $2,175 | $1,960 | $215 | $215 | |
| 154.093 JOHN HANCOCK III DISC M/C-IS | 2025-05-23 | 2025-11-21 | $4,526 | $4,169 | $357 | $357 | |
| 104.816 JPMORGAN EMERG MRKT EQ-I | 2025-01-02 | 2025-05-23 | $3,526 | $3,178 | $348 | $348 | |
| 2.467 JPMORGAN EMERG MRKT EQ-I | 2025-01-02 | 2025-11-21 | $98 | $75 | $23 | $23 | |
| 191.977 JPMORGAN EMERG MRKT EQ-I | 2023-01-05 | 2025-11-21 | $7,623 | $5,535 | $2,088 | $2,088 | |
| 166.407 LAZARD EMERGING MKTS EQUITY PORT INSTL | 2024-12-18 | 2025-05-23 | $3,398 | $3,082 | $316 | $316 | |
| 245.059 LAZARD EMERGING MKTS EQUITY PORT INSTL | 2024-12-18 | 2025-11-21 | $5,889 | $4,538 | $1,351 | $1,351 | |
| 652.34 NYLI WINSLOW LRG CAP GROWTH FUND CL I | 2025-05-23 | 2025-11-21 | $8,591 | $7,727 | $864 | $864 | |
| 351.992 BECKER CONGRESS MID CAP GROWTH-INS | 2024-12-13 | 2025-01-02 | $7,987 | $8,363 | -$376 | -$376 | |
| 43.955 BECKER CONGRESS MID CAP GROWTH-INS | 2024-12-13 | 2025-05-23 | $947 | $1,239 | -$292 | -$292 | |
| 1202.63 BECKER CONGRESS MID CAP GROWTH-INS | 2016-02-04 | 2025-05-23 | $25,905 | $16,893 | $9,012 | $9,012 | |
| 194.527 PUTNAM LARGE CAP VALUE FUND-Y | 2025-05-23 | 2025-11-21 | $7,625 | $6,836 | $789 | $789 | |
| 474.419 VANGUARD TOTAL INTL ST INDEX FUND-ADM | 2025-01-02 | 2025-05-23 | $17,008 | $15,046 | $1,962 | $1,962 | |
| 299.255 VANGUARD TOTAL INTL ST INDEX FUND-ADM | 2024-04-01 | 2025-05-23 | $10,728 | $9,654 | $1,074 | $1,074 | |
| 95.03 VANGUARD TOTAL INTL ST INDEX FUND-ADM | 2025-01-02 | 2025-11-21 | $3,717 | $3,006 | $711 | $711 | |
| 232.328 VANGUARD TOTAL INTL ST INDEX FUND-ADM | 2023-04-20 | 2025-11-21 | $9,086 | $7,002 | $2,084 | $2,084 | |
| 603.245 VANGUARD TOTAL BOND MARKET INDEX FUND AD | 2020-12-03 | 2025-11-21 | $5,912 | $7,010 | -$1,098 | -$1,098 | |
| 324. VANGUARD FTSE DEVELOPED ETF | 2024-04-01 | 2025-05-23 | $17,846 | $16,199 | $1,647 | $1,647 | |
| 212. VANGUARD FTSE DEVELOPED ETF | 2024-04-01 | 2025-11-21 | $12,580 | $10,599 | $1,981 | $1,981 | |
| 14. VANGUARD FTSE EMERGING MARKETS ETF | 2025-01-02 | 2025-11-21 | $738 | $615 | $123 | $123 | |
| 24. VANGUARD FTSE EMERGING MARKETS ETF | 2024-01-11 | 2025-11-21 | $1,265 | $964 | $301 | $301 | |
| 60. VANGUARD LONG-TERM CORP BOND | 2025-05-23 | 2025-09-26 | $4,634 | $4,546 | $88 | $88 | |
| 126. VANGUARD LONG-TERM CORP BOND | 2023-04-19 | 2025-09-26 | $9,732 | $9,941 | -$209 | -$209 | |
| 17. VANGUARD LONG-TERM TREASURY ETF | 2025-09-26 | 2025-11-21 | $970 | $963 | $7 | $7 | |
| 303.098 VANGUARD TOTL STK MKT IND-AD | 2025-05-23 | 2025-11-21 | $47,753 | $42,472 | $5,281 | $5,281 | |
| CAPITAL GAIN DIVIDENDS | $36,396 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,396 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,396 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,396 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,396 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,396 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,396 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,396 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,396 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,396 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,396 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,396 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,396 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,396 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,396 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,396 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,396 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,396 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,396 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,396 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,396 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,396 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,396 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,396 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,396 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,396 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,396 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,396 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,396 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,396 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,396 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,396 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,396 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,396 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,396 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,396 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,396 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,396 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,396 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,396 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,396 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,396 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $87,818 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,803 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,803 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,803 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,092 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,092 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $289 | OverpaymentAmt |
| Applied To ES Tax | $289 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | HI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF HAWAII | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8086944399 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3170 DEPT 715 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 968023170 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| DONALD TAKAKI | ||||||
| PO BOX 3170 DEPT 715 | HONOLULU | HI | 968023170 | PRESIDENT | 1 | $0 |
| RYAN Z TAKAKI | ||||||
| PO BOX 3170 DEPT 715 | HONOLULU | HI | 968023170 | VICE PRESIDENT | 1 | $0 |
| DONN M TAKAKI | ||||||
| PO BOX 3170 DEPT 715 | HONOLULU | HI | 968023170 | SECRETARY/TREASURER | 1 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,287,689 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $70,472 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,358,161 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,358,161 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $35,372 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,322,789 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $116,139 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $116,139 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,803 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,803 | TotalTaxAmt |
| Distributable Before Adj | $114,336 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $114,336 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $114,336 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $201,681 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $201,681 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $114,336 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $65,183 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $201,681 | QualifyingDistributionsAmt |
| Applied To Year1 | $65,183 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $114,336 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $22,162 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $22,162 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $22,162 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $22,162 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IOLANI SCHOOL | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 563 KAMOKU ST | AddressLine1Txt |
| City | Honolulu | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96826 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusCd |
| Grant Or Contribution Purpose | UNRESTRICTED GIFT | GrantOrContributionPurposeTxt |
| Amt | $200,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $200,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $60,508 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $87,818 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $148,326 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $148,326 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| DONALD M TAKAKI | ||||||
| 1 | PO BOX 17865 | HONOLULU | HI | 96817 | $100,000 | Yes (X) |
| HAWKTREE INTERNATIONAL INC | ||||||
| 2 | 91 Kalaeloa Blvd | Kapolei | HI | 96707 | $200,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $1,675 | Amt |
| Disbursements Charitable Prps | $1,675 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SEE ATTACHED STATEMENT | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,580,984 | BookValueAmt |
| EOYFMV | $2,296,094 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ALLOCABLE EXPENSE-PRINCI | Desc |
| Revenue And Expenses Per Books | $6 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WASH SALE ADJUSTMENT | Desc |
| Amt | $194 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMNT MNGMNT FEES (NON-DED | CategoryTxt |
| Amt | $17,377 | Amt |
| Net Investment Income | $17,377 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| DONALD M TAKAKI | |||
| PO BOX 17865 | HONOLULU | HI | 96817 |
| HAWKTREE INTERNATIONAL INC | |||
| 91 Kalaeloa Blvd | Kapolei | HI | 96707 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $1,742 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $2,092 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $969 | $969 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $301 | $301 | $0 |
Comments