PACIFIC RAINBOW FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- PACIFIC RAINBOW FOUNDATION (EIN 20-1965878)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-04-29
- IRS object ID
- 202421209349101522
- Schema version
- 2023v5.0
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-29T22:47:57-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 431952338 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES D JENNINGS CPA INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 615 PIIKOI ST SUITE 1507 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201965878 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PACIFIC RAINBOW FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PACI | BusinessNameControlTxt |
| Phone | 8085338099 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1060 YOUNG STREET SUITE 327 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96814 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELLIOT H LODEN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8085338099 | PhoneNum |
| Signature | 2024-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ELLIOT | PersonFirstNm |
| Person Last | LODEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES JENNINGS | PreparerPersonNm |
| PTIN | P00290849 | PTIN |
| Phone | 8089428813 | PhoneNum |
| Preparation | 2024-04-29 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,281,781 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $36,416 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $36,416 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $154,911 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $167,959 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $154,911 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $191,327 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $191,327 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $30,654 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,146 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $28,508 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,929 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $555 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,374 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $447 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $447 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $39,030 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,148 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $35,882 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $112,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $112,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $151,030 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,148 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $147,882 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $40,297 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $188,179 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,774 | CashBOYAmt |
| Cash EOY | $43,744 | CashEOYAmt |
| Cash EOYFMV | $43,744 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $20,616 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $34,991 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $34,991 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $850,667 | CorporateStockBOYAmt |
| Corporate Stock EOY | $837,619 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,188,134 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $15,071 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $15,071 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $14,912 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $891,128 | TotalAssetsBOYAmt |
| Total Assets EOY | $931,425 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,281,781 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $891,128 | RetainedEarningBOYAmt |
| Retained Earning EOY | $931,425 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $891,128 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $931,425 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $891,128 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $931,425 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $891,128 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $40,297 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $931,425 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $931,425 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | TESLA INC | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2017-02-27 | AcquiredDt |
| Sold | 2023-11-10 | SoldDt |
| Gross Sales Price | $167,959 | GrossSalesPriceAmt |
| Cost Or Other Basis | $13,048 | CostOrOtherBasisAmt |
| Gain Or Loss | $154,911 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $154,911 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $154,911 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,616 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,616 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,616 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,616 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | HI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELLIOT H LODEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8085338099 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1060 YOUNG STREET SUITE 327 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| PATRICK JOSEPH SULLIVAN | |||||||||
| C/O ELLIOT H LODEN 1060 YOUNG | STREET SUITE 327 | HONOLULU | HI | 96814 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| ELLIOT H LODEN | |||||||||
| 1060 YOUNG STREET SUITE 327 | HONOLULU | HI | 96814 | TRUSTEE | 12.00 | $30,654 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $859,213 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $35,395 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $894,608 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $894,608 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,419 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $881,189 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $44,059 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $44,059 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,616 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,616 | TotalTaxAmt |
| Distributable Before Adj | $41,443 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $41,443 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $41,443 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $147,882 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $147,882 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $41,443 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $11,552 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $39,350 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $50,902 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $147,882 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $41,443 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $106,439 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $157,341 | 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 | $157,341 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $11,552 | ExcessFromYear2Amt |
| Excess From Year1 | $39,350 | ExcessFromYear1Amt |
| Excess From Current Year | $106,439 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PATRICK JOSEPH SULLIVAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| HAWAII FOOD BANK | ||||||
| 2611 KILIHAU STREET | HONOLULU | HI | 96819 | PUBLIC CHARITABLE OR | UNRESTRICTED GIFT | $10,000 |
| HAWAII LITERACY | ||||||
| C/O 841 BISHOP STREET SUITE 930 | HONOLULU | HI | 96819 | PUBLIC CHARITABLE OR | UNRESTRICTED GIFT | $3,000 |
| INSTITUTE FOR HUMAN SERVICES | ||||||
| 546 KAAAHI STREET | HONOLULU | HI | 96817 | PUBLIC CHARITABLE OR | UNRESTRICTED GIFT | $5,000 |
| REHAB HOSPITAL OF THE PACIFIC | ||||||
| 226 NORTH KUAKINI STREET | HONOLULU | HI | 96817 | PUBLIC CHARITABLE OR | UNRESTRICTED GIFT | $10,000 |
| RIVER OF LIFE MISSION | ||||||
| 101 NORTH PUAHI STREET | HONOLULU | HI | 96817 | PUBLIC CHARITABLE OR | UNRESTRICTED GIFT | $5,000 |
| SALVATION ARMY | ||||||
| PO BOX 30040 | HONOLULU | HI | 96820 | PUBLIC CHARITABLE OR | UNRESTRICTED GIFT | $10,000 |
| UNIVERSITY OF CALIFORNIA - SAN FRANCISCO | ||||||
| PO BOX 0248 | SAN FRANCISCO | CA | 941430248 | PUBLIC EDUCATIONAL I | UNRESTRICTED GIFT | $10,000 |
| LANAKILA PACIFIC | ||||||
| 1809 BACHELOT STREET | HONOLULU | HI | 96817 | PUBLIC CHARITABLE OR | UNRESTRICTED GIFT | $5,000 |
| NEVER QUIT DREAMING | ||||||
| 92-100 PALAHIA PLACE | KAPOLEI | HI | 96707 | PUBLIC CHARITABLE OR | UNRESTRICTED GIFT | $2,000 |
| MAVEN MANIFOLD DEVELOPEMENT | ||||||
| PO BOX 90 | KAILUA | HI | 96734 | PUBLIC CHARITABLE OR | UNRESTRICTED GIFT | $2,000 |
| COUNCIL FOR NATIVE HAWAIIAN ADVANCEMENT | ||||||
| 91-1270 KINOIKI STREET BUILDING 1 | KAPOLEI | HI | 96707 | PUBLIC CHARITABLE OR | UNRESTRICTED GIFT | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $112,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36,416 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $154,911 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $191,327 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $191,327 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAX PREPARATION SERVICES | $4,529 | $317 | $4,212 |
| BOOKKEEPING SERVICES | $3,400 | $238 | $3,162 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | PRUDENTIAL FINL VAR 03/15/44 | BondNm |
| EOY Book Value | $15,071 | EOYBookValueAmt |
| EOYFMV | $14,912 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES 300 SHS | $10,210 | $33,021 |
| AFLAC INC 500 SHS | $24,008 | $82,500 |
| ALPHABET INC CL A 100 SHS | $37,192 | $279,380 |
| ALPHABET INC CL C 100 SHS | $36,972 | $281,860 |
| APPLE INC 700 SHS | $63,953 | $539,084 |
| AVANOS MEDICAL INC 62 SHS | $1,782 | $1,391 |
| BANK OF HAWAII CORP 1,000 SHS | $85,580 | $72,460 |
| COSTCO WHOLESALE CORP 500 SHS | $51,483 | $330,040 |
| EXXON MOBIL CORP 500 SHS | $45,898 | $49,990 |
| INTEL CORP 1,000 SHS | $21,887 | $50,250 |
| JOHNSON & JOHNSON 700 SHS | $47,824 | $109,718 |
| KIMBERLY CLARK CORP 500 SHS | $41,460 | $60,755 |
| MCDONALDS CORP 300+750 SHS | $99,399 | $311,336 |
| MICROSOFT CORP 800 SHS | $23,241 | $300,832 |
| NETFLIX INC | $19,377 | $19,475 |
| PROCTOR AND GAMBLE 700 SHS | $48,097 | $102,578 |
| RAYTHEON COMPANY 900 SHS | $49,560 | $176,778 |
| TESLA INC 5200 SHS | $84,814 | $1,292,096 |
| WALMART STORES INC 600 SHS | $44,882 | $94,590 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2023 ESTIMATE | CategoryTxt |
| Amt | $447 | Amt |
| Net Investment Income | $447 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |