BARBARA KIM-YAMASHITA SCHOLARSHIP FUND: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BARBARA KIM-YAMASHITA SCHOLARSHIP FUND (EIN 36-7714337)
- Tax period
- 2023-02-01 to 2024-01-31
- Filed
- 2024-05-29
- IRS object ID
- 202401509349101100
- 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 Other Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-29T10:01:13-05:00 | ReturnTs |
| Tax Period End | 2024-01-31 | 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 | 2023-02-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 367714337 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARBARA KIM-YAMASHITA SCHOLARSHIP FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | YAMA | 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 | MARCO ABBRUZZESE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8086944399 | PhoneNum |
| Signature | 2024-05-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRADLEY N SPRONG | PreparerPersonNm |
| PTIN | P00642561 | PTIN |
| Phone | 8662974127 | PhoneNum |
| Preparation | 2024-05-22 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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) |
|---|---|---|
| Name Change | Yes (X) | NameChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $433,561 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $9,458 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,458 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,670 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $189,332 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,670 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $16,128 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,128 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $4,268 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,134 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,134 | CompOfcrDirTrstDsbrsChrtblAmt |
| 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 | $1,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,600 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,670 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,670 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $224 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $224 | 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 |
| Tot Opr Expenses Rev And Expnss | $7,762 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,028 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,734 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $18,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $18,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $25,762 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,028 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $21,734 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$9,634 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,100 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $170 | CashBOYAmt |
| Cash EOY | $338 | CashEOYAmt |
| Cash EOYFMV | $338 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $14,217 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,699 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,699 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $354,097 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $348,813 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $423,524 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $368,484 | TotalAssetsBOYAmt |
| Total Assets EOY | $358,850 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $433,561 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $368,484 | CapitalStockBOYAmt |
| Capital Stock EOY | $358,850 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $368,484 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $358,850 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $368,484 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $358,850 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $368,484 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$9,634 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $358,850 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $358,850 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (46 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 55.358 ALGER FOCUS EQUITY FUND-Y | 2023-02-16 | 2023-06-26 | $2,639 | $2,310 | $329 | $329 | |
| 6.76 ISHARES S&P 500 INDEX FUND | 2019-07-23 | 2023-04-19 | $3,294 | $2,414 | $880 | $880 | |
| 17.081 DODGE & COX INTERNATIONAL STOCK FUND CLA | 2018-02-21 | 2023-06-26 | $800 | $800 | |||
| 361.677 FEDERATED HERMES TOTAL RETURN BOND FUND | 2023-02-16 | 2023-04-19 | $3,468 | $3,440 | $28 | $28 | |
| 278.608 FIDELITY EMERGING MARKET IDX | 2022-12-02 | 2023-02-15 | $2,775 | $2,753 | $22 | $22 | |
| 2169.914 FIDELITY S/T TRSRY BND-INS PR | 2022-12-02 | 2023-02-15 | $21,374 | $21,504 | -$130 | -$130 | |
| 517.532 FIDELITY L/C GR INDX-INS PRM | 2022-12-02 | 2023-02-15 | $12,115 | $11,732 | $383 | $383 | |
| 90.996 GOLDMAN SACHS LARGE CAP VALUE FD - INST | 2023-02-15 | 2023-06-26 | $1,357 | $1,388 | -$31 | -$31 | |
| 891.742 GOLDMAN SACHS LARGE CAP VALUE FD - INST | 2020-12-22 | 2023-06-26 | $13,296 | $13,782 | -$486 | -$486 | |
| 134. ISHARES MSCI EAFE SMALL CAP ETF | 2022-12-02 | 2023-02-15 | $8,028 | $7,742 | $286 | $286 | |
| 464. ISHARES CORE MSCI TOTAL INTERNATIONAL ST | 2022-07-11 | 2023-04-19 | $29,224 | $26,058 | $3,166 | $3,166 | |
| 682. ISHARES CORE TOTAL BOND ETF | 2022-12-02 | 2023-02-15 | $31,003 | $31,202 | -$199 | -$199 | |
| 295.9 MAINSTAY WINSLOW LRG CAP GROWTH FUND CL | 2018-02-28 | 2023-02-15 | $2,672 | $3,104 | -$432 | -$432 | |
| 176.063 MAINSTAY WINSLOW LRG CAP GROWTH FUND CL | 2018-02-21 | 2023-06-26 | $1,755 | $1,836 | -$81 | -$81 | |
| 152.696 T ROWE PRICE INSTITUTIONAL EMERGING MARK | 2023-02-15 | 2024-01-11 | $4,738 | $5,198 | -$460 | -$460 | |
| 140. SCHWAB INTL EQUITY ETF | 2022-12-02 | 2023-02-15 | $4,841 | $4,735 | $106 | $106 | |
| 192.339 VANGUARD TOTAL BOND MARKET INDEX FUND AD | 2020-11-24 | 2023-02-15 | $1,841 | $2,235 | -$394 | -$394 | |
| 2223.045 VANGUARD S/T BND INDX-ADM | 2023-02-15 | 2023-04-19 | $22,186 | $21,964 | $222 | $222 | |
| 65.048 VANGUARD DEVELOPED MARKETS INDEX FUND-AD | 2022-12-02 | 2023-04-19 | $967 | $914 | $53 | $53 | |
| 148.572 VANGUARD EMERGING MKT STK INDEX FUND -AD | 2022-12-02 | 2023-02-15 | $5,068 | $5,005 | $63 | $63 | |
| 47.956 VANGUARD GROWTH INDEX FUND-ADM | 2023-02-15 | 2023-04-19 | $6,167 | $5,973 | $194 | $194 | |
| 408.844 ALLSPRING ADVANTAGE INTERNATIONAL EQUITY | 2023-02-15 | 2023-11-03 | $4,755 | $4,869 | -$114 | -$114 | |
| 166.506 ALLSPRING ADVANTAGE INTERNATIONAL EQUITY | 2020-06-12 | 2023-11-03 | $1,936 | $1,704 | $232 | $232 | |
| CAPITAL GAIN DIVIDENDS | $3,033 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,033 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,033 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,033 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,033 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,033 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,033 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,033 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,033 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,033 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,033 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,033 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,033 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,033 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,033 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,033 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,033 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,033 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,033 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,033 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,033 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,033 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,033 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,670 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $168 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $168 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $168 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $294 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $294 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $126 | OverpaymentAmt |
| Applied To ES Tax | $126 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF HAWAII | BusinessNameLine1Txt |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $4,268 | CompensationAmt |
| 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 | $404,669 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,743 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $411,412 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $411,412 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,171 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $405,241 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $20,262 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $20,262 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $168 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $168 | TotalTaxAmt |
| Distributable Before Adj | $20,094 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $20,094 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $20,094 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $21,734 | 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 | $21,734 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $20,094 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $15,425 | 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 | $21,734 | QualifyingDistributionsAmt |
| Applied To Year1 | $15,425 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,309 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $13,785 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | 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 | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | HEA SCHOLARSHIP COMMITTEE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1953 SOUTH BERETANIA ST STE 5C | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96826 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8089496657 | RecipientPhoneNum |
| Recipient Email Address | WWW.HAWAIIEDUCATIONASSOCIATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | CONTACT COMMITTEE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MAY 15 | SubmissionDeadlinesTxt |
| Restrictions On Awards | ONLY STUDENTS IN EDUCATION MAJOR INTENDING TO TEACH IN A HAWAII PUBLIC SCHOOL AT ELEMENTARY OR SECONDARY LEVEL ARE ELIGIBLE TO APPLY | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| HARVARD UNIVERSITY | |||||||
| 1033 MASSACHUSETTS AVE STE 3 | CAMBRIDGE | MA | 021385366 | NONE | PC | SCHOLARSHIPS | $6,000 |
| LEEWARD COMMUNITY COLLEGE | |||||||
| 96-045 ALA IKE | PEARL CITY | HI | 96782 | NONE | PC | SCHOLARSHIPS | $2,000 |
| UNIVERISITY OF HAWAII WEST OAHU | |||||||
| 91-1001 FARRINGTON HIGHWAY | KAPOLEI | HI | 967074507 | NONE | PC | SCHOLARSHIPS | $2,000 |
| GRAND CANYON UNIVERSITY | |||||||
| 3300 W CAMELBACK ROAD | PHOENIX | AZ | 850173030 | NONE | PC | SCHOLARSHIPS | $6,000 |
| COASTAL CAROLINA UNIVERSITY | |||||||
| 100 CHANTICLEER DR E | CONWAY | SC | 29528 | NONE | PC | SCHOLARSHIPS | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $18,000 | 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 | $9,458 | 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 | $6,670 | 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 | $16,128 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,128 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $1,600 | Amt |
| Disbursements Charitable Prps | $1,600 | 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 | $348,813 | BookValueAmt |
| EOYFMV | $423,524 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMNT MNGMNT FEES (NON-DED | CategoryTxt |
| Amt | $1,670 | Amt |
| Net Investment Income | $1,670 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ON QUALIFIED FOR | $191 | $191 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $33 | $33 | $0 |