HAWAUX FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HAWAUX FOUNDATION (EIN 80-0961655)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-10
- IRS object ID
- 202341309349102394
- Schema version
- 2022v5.0
- 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 Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-10T11:06:17-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 453357414 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DARST BRUNE AND ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14707 CALIFORNIA ST STE 10 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 681541900 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 800961655 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HAWAUX FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HAWA | BusinessNameControlTxt |
| Phone | 9143918275 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8960 BAY COLONY DR 902 | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 341080764 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RITA F HAWAUX | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9143918273 | PhoneNum |
| Signature | 2023-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RITA | PersonFirstNm |
| Person Last | HAWAUX | 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 | RANDALL G JAUKEN JD CPA | PreparerPersonNm |
| PTIN | P00049599 | PTIN |
| Phone | 4024989100 | PhoneNum |
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 | 2022 | 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 | $1,854,665 | 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 | $35,877 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $35,441 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $71,655 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $194,471 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $71,655 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $107,532 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $107,096 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,866 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14,471 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $14,131 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,437 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,131 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $89,060 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $89,060 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $109,497 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,131 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $89,060 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,965 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $92,965 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $19,962 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $34,625 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $34,625 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,246,521 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,229,893 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,820,040 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,266,483 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,264,518 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,854,665 | 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 | $1,266,483 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,264,518 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,266,483 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,264,518 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,266,483 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,264,518 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,266,483 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,965 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,264,518 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,264,518 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (90 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| LINDE PLC | P | 2022-11-22 | $336 | $185 | $151 | $151 |
| XP INC | P | 2022-11-22 | $197 | $453 | -$256 | -$256 |
| ALCON INC. | P | 2022-10-06 | $122 | $126 | -$4 | -$4 |
| ALCON INC. | P | 2022-11-22 | $335 | $314 | $21 | $21 |
| CHECKPOINT SOFTWARE TECH | P | 2022-06-22 | $3,469 | $2,943 | $526 | $526 |
| AIA GROUP | P | 2022-03-18 | $166 | $154 | $12 | $12 |
| AIA GROUP | P | 2022-11-22 | $1,026 | $1,083 | -$57 | -$57 |
| ADYEN | P | 2022-11-22 | $805 | $722 | $83 | $83 |
| AIR LIQUIDE | P | 2022-11-22 | $336 | $273 | $63 | $63 |
| ALFA LAVAL AB | P | 2022-10-06 | $102 | $71 | $31 | $31 |
| ALFA LAVAL AB | P | 2022-11-22 | $334 | $212 | $122 | $122 |
| ALLIANZ SE | P | 2022-11-22 | $1,028 | $1,268 | -$240 | -$240 |
| AMBEV SA | P | 2022-11-22 | $312 | $476 | -$164 | -$164 |
| APPLE INC | P | 2022-08-19 | $30,166 | $5,201 | $24,965 | $24,965 |
| APPLE INC | P | 2022-11-21 | $19,284 | $3,672 | $15,612 | $15,612 |
| ATLAS COPCO AB | P | 2022-03-18 | $224 | $114 | $110 | $110 |
| ATLAS COPCO AB | P | 2022-11-22 | $969 | $569 | $400 | $400 |
| BANCO BILBAO VIZCAYA | P | 2022-11-22 | $465 | $395 | $70 | $70 |
| BHP GROUP | P | 2022-10-06 | $155 | $228 | -$73 | -$73 |
| BHP GROUP | P | 2022-11-22 | $699 | $913 | -$214 | -$214 |
| 1SPC PHARMACEUTICAL | P | 2022-11-22 | $506 | $530 | -$24 | -$24 |
| CANADIAN NATIONAL RAILWAY | P | 2022-11-22 | $375 | $272 | $103 | $103 |
| CHUGIA PHARMACEUTIC | P | 2022-11-22 | $355 | $331 | $24 | $24 |
| DBS GROUP | P | 2022-03-18 | $206 | $139 | $67 | $67 |
| DBS GROUP | P | 2022-10-06 | $188 | $138 | $50 | $50 |
| DBS GROUP | P | 2022-11-22 | $929 | $623 | $306 | $306 |
| DAIFUKU LTD | P | 2022-11-22 | $226 | $275 | -$49 | -$49 |
| DASSAULT SYSTEMS | P | 2022-10-06 | $108 | $103 | $5 | $5 |
| DASSAULT SYSTEMS | P | 2022-11-22 | $588 | $489 | $99 | $99 |
| DIAGEO PLC | P | 2022-07-18 | $1,413 | $1,350 | $63 | $63 |
| ENN ENGERGY HOLDINGS | P | 2022-11-22 | $414 | $591 | -$177 | -$177 |
| EPIROC AKTIEBOLAG | P | 2022-10-06 | $104 | $71 | $33 | $33 |
| EPIROC AKTIEBOLAG | P | 2022-11-22 | $414 | $233 | $181 | $181 |
| FANUC CORP | P | 2022-11-22 | $217 | $253 | -$36 | -$36 |
| FOMENTO ECONOMICO MEXICANO | P | 2022-11-22 | $790 | $886 | -$96 | -$96 |
| FUCHS PETROLUB SE | P | 2022-01-13 | $298 | $231 | $67 | $67 |
| FUCHS PETROLUB SE | P | 2022-03-18 | $232 | $214 | $18 | $18 |
| HDFC BANK | P | 2022-10-06 | $118 | $107 | $11 | $11 |
| HDFC BANK | P | 2022-11-22 | $272 | $213 | $59 | $59 |
| HAIER SMART HOME CO | P | 2022-11-22 | $451 | $602 | -$151 | -$151 |
| HONEYWELL | P | 2022-08-19 | $25,170 | $18,793 | $6,377 | $6,377 |
| ICICI BANK | P | 2022-10-06 | $194 | $102 | $92 | $92 |
| ICICI BANK | P | 2022-11-22 | $636 | $318 | $318 | $318 |
| INFINEON TECHNOLIGIES | P | 2022-11-22 | $1,034 | $942 | $92 | $92 |
| ITAU UNIBANCO BANCO | P | 2022-01-12 | $1,467 | $2,426 | -$959 | -$959 |
| KERING S A | P | 2022-11-22 | $334 | $313 | $21 | $21 |
| KOMATSU LTD | P | 2022-11-22 | $420 | $398 | $22 | $22 |
| KUBOTA CORP | P | 2022-11-22 | $441 | $433 | $8 | $8 |
| L OREAL CO | P | 2022-10-06 | $132 | $179 | -$47 | -$47 |
| L OREAL CO | P | 2022-11-22 | $918 | $817 | $101 | $101 |
| LONZA GROUP | P | 2022-10-06 | $103 | $70 | $33 | $33 |
| LONZA GROUP | P | 2022-11-22 | $462 | $316 | $146 | $146 |
| MANULIFE FINANCIAL | P | 2022-11-22 | $474 | $469 | $5 | $5 |
| MICROSOFT | P | 2022-08-19 | $28,656 | $6,456 | $22,200 | $22,200 |
| NESTLE | P | 2022-07-18 | $1,182 | $1,115 | $67 | $67 |
| NESTLE | P | 2022-11-22 | $472 | $446 | $26 | $26 |
| NITORI HOLDINGS | P | 2022-11-22 | $292 | $555 | -$263 | -$263 |
| NOVOZYMES | P | 2022-11-22 | $329 | $241 | $88 | $88 |
| PERUSAHAAN PERSEROAN PERSERO | P | 2022-11-22 | $408 | $411 | -$3 | -$3 |
| PING AN INSURANCE GROUP | P | 2022-11-22 | $254 | $551 | -$297 | -$297 |
| RIO TINTO PLC | P | 2022-10-06 | $173 | $148 | $25 | $25 |
| RIO TINTO PLC | P | 2022-11-22 | $520 | $394 | $126 | $126 |
| ROCHE HOLDINGS | P | 2022-03-18 | $147 | $104 | $43 | $43 |
| ROCHE HOLDINGS | P | 2022-10-06 | $123 | $104 | $19 | $19 |
| ROCHE HOLDINGS | P | 2022-11-22 | $719 | $621 | $98 | $98 |
| SHELL PLC | P | 2022-10-06 | $154 | $168 | -$14 | -$14 |
| SHELL PLC | P | 2022-11-22 | $564 | $561 | $3 | $3 |
| SAP SE | P | 2022-09-08 | $510 | $713 | -$203 | -$203 |
| SAP SE | P | 2022-11-22 | $542 | $594 | -$52 | -$52 |
| SCHNEIDER ELECTRIC | P | 2022-03-18 | $133 | $82 | $51 | $51 |
| SCHNEIDER ELECTRIC | P | 2022-11-22 | $780 | $552 | $228 | $228 |
| SGS SA | P | 2022-08-12 | $1,001 | $1,019 | -$18 | -$18 |
| SHIMANO INC | P | 2022-11-22 | $230 | $231 | -$1 | -$1 |
| SHIONOGI & CO | P | 2022-11-22 | $458 | $477 | -$19 | -$19 |
| SHISEIDO LTD | P | 2022-11-22 | $247 | $281 | -$34 | -$34 |
| SONOVA HOLDINGS | P | 2022-11-22 | $311 | $278 | $33 | $33 |
| SYMRISE AG | P | 2022-10-06 | $125 | $113 | $12 | $12 |
| SYMRISE AG | P | 2022-11-22 | $386 | $318 | $68 | $68 |
| SYSMEX CORP | P | 2022-11-22 | $358 | $373 | -$15 | -$15 |
| TAIWAN SEMICONDUCTOR | P | 2022-04-08 | $500 | $208 | $292 | $292 |
| TAIWAN SEMICONDUCTOR | P | 2022-11-22 | $826 | $416 | $410 | $410 |
| TENCENT HOLDING | P | 2022-10-06 | $106 | $187 | -$81 | -$81 |
| TENCENT HOLDING | P | 2022-11-22 | $534 | $935 | -$401 | -$401 |
| TOYOTA MOTOR CREDIT DUE 9/8/22 | P | 2022-09-08 | $50,000 | $48,161 | $1,839 | $1,839 |
| UNI CHARM CORP | P | 2022-05-02 | $611 | $626 | -$15 | -$15 |
| UNI CHARM CORP | P | 2022-11-22 | $405 | $390 | $15 | $15 |
| UNILEVER | P | 2022-04-08 | $1,655 | $2,122 | -$467 | -$467 |
| WOODSIDE ENERGY GROUP | P | 2022-06-07 | $6 | $5 | $1 | $1 |
| WOODSIDE ENERGY GROUP | P | 2022-11-22 | $128 | $108 | $20 | $20 |
| AMBEV SA | P | 2022-10-06 | $107 | $153 | -$46 | -$46 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $71,655 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,292 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,292 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,292 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,640 | 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 | $1,640 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $348 | OverpaymentAmt |
| Applied To ES Tax | $348 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | PA | 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 | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9143918275 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8960 BAY COLONY DR 902 | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 341080764 | 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 | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ANDRE J HAWAUX | ||||||||
| 8960 BAY COLONY DR 902 | NAPLES | FL | 341080764 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| RITA F HAWAUX | ||||||||
| 8960 BAY COLONY DR 902 | NAPLES | FL | 341080764 | TRUSTEE | 1.00 | $0 | $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 | $1,888,674 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $98,120 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,986,794 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,986,794 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,802 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,956,992 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $97,850 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $97,850 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,292 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,292 | TotalTaxAmt |
| Distributable Before Adj | $96,558 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $96,558 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $96,558 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $89,060 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $89,060 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $96,558 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $87,733 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $89,060 | QualifyingDistributionsAmt |
| Applied To Year1 | $87,733 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,327 | 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 | $95,231 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ANDRE J HAWAUX | ContributingManagerNm |
| Contributing Manager | RITA F HAWAUX | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABILIS | |||||||
| 1150 SUMMER ST | STAMFORD | CT | 06905 | NONE | 501(C)(3) | UNDESIGNATED | $500 |
| ALZHEIMERS NEW JERSEY | |||||||
| 400 MORRIS AVE STE 251 | DENVILLE | NJ | 07834 | NONE | 501(C)(3) | UNDESIGNATED | $510 |
| ALZHEIMERS SUPPORT NETWORK | |||||||
| 660 TAMIAMI TRAIL N STE 21 | NAPLES | FL | 34102 | NONE | 501(C)(3) | UNDESIGNATED | $1,500 |
| AVOW HOSPICE | |||||||
| 1095 WHIPPOORWILL LN | NAPLES | FL | 34105 | NONE | 501(C)(3) | UNDESIGNATED | $10,000 |
| BAY COLONY SCHOLARSHIP FUND | |||||||
| 8700 BAY COLONY DR | NAPLES | FL | 34108 | NONE | 501(C)(3) | UNDESIGNATED | $500 |
| BOYS & GIRLS CLUB OF COLLIER COUNTY | |||||||
| 7500 DAVIS BLVD | NAPLES | FL | 34104 | NONE | 501(C)(3) | UNDESIGNATED | $500 |
| CHAMPIONS FOR LEARNING | |||||||
| 3606 ENTERPRISE AVE STE 150 | NAPLES | FL | 34104 | NONE | 501(C)(3) | UNDESIGNATED | $1,000 |
| COLLIER COUNTY PUBLIC LIBRARY | |||||||
| 2385 ORANGE BLOSSOM DR | NAPLES | FL | 34102 | NONE | 501(C)(3) | UNDESIGNATED | $2,000 |
| CONNECTICUT FOOD BANK | |||||||
| 2 RESEARCH PKWY | WALLINGFORD | CT | 06492 | NONE | 501(C)(3) | UNDESIGNATED | $1,500 |
| HARRY CHAPIN FOOD BANK | |||||||
| 3760 FOWLER ST | FT MYERS | FL | 33901 | NONE | 501(C)(3) | UNDESIGNATED | $2,500 |
| HUMANE SOCIETY NAPLES | |||||||
| 370 AIRPORT PULLING RD N | NAPLES | FL | 34104 | NONE | 501(C)(3) | UNDESIGNATED | $3,000 |
| JUVENILE DIABETES RESEARCH FDN | |||||||
| 200 VESEY ST 28TH FL | NEW YORK | NY | 10281 | NONE | 501(C)(3) | UNDESIGNATED | $2,000 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | NONE | 501(C)(3) | UNDESIGNATED | $200 |
| NAPLES SENIOR CENTER AT JFCS | |||||||
| 5025 CASTELLO DR | NAPLES | FL | 34103 | NONE | 501(C)(3) | UNDESIGNATED | $1,000 |
| NAPLES THERAPEUTIC RIDING CENTER | |||||||
| 206 RIDGE DR | NAPLES | FL | 34108 | NONE | 501(C)(3) | UNDESIGNATED | $500 |
| SOUTHERN NEW HAMPSHIRE UNIVERSITY | |||||||
| 2500 N RIVER RD | MANCHESTER | NH | 03106 | NONE | 501(C)(3) | UNDESIGNATED | $10,000 |
| ST JUDE CHILDRENS RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLZ | MEMPHIS | TN | 38105 | NONE | 501(C)(3) | UNDESIGNATED | $5,000 |
| ST MATTHEWS HOUSE | |||||||
| 2001 AIRPORT RD S | NAPLES | FL | 34112 | NONE | 501(C)(3) | UNDESIGNATED | $2,500 |
| TOYS FOR TOTS | |||||||
| 18251 QUANTICO GATEWAY DR | TRIANGLE | VA | 22172 | NONE | 501(C)(3) | UNDESIGNATED | $200 |
| USTA FOUNDATION | |||||||
| 70 WEST RED OAK LN | WHITE PLAINS | NY | 10604 | ADVISORY COUNCIL | 501(C)(3) | UNDESIGNATED | $40,000 |
| WESTPORT LIBRARY | |||||||
| 20 JESSUP RD | WESTPORT | CT | 06880 | NONE | 501(C)(3) | UNDESIGNATED | $1,500 |
| WESTPORT POLICE BENEVOLENT ASSN | |||||||
| 50 JESSUP RD | WESTPORT | CT | 06880 | NONE | 501(C)(3) | UNDESIGNATED | $500 |
| WESTPORT VOLUNTEER EMS | |||||||
| 50 JESSUP RD | WESTPORT | CT | 06880 | NONE | 501(C)(3) | UNDESIGNATED | $250 |
| WOUNDED WARRIOR PROJECT | |||||||
| PO BOX 758540 | TOPEKA | KS | 66675 | NONE | 501(C)(3) | UNDESIGNATED | $100 |
| EMPIRE STATE RIDE TO END CANCER | |||||||
| ELM CARLTON STS | BUFFALO | NY | 14263 | NONE | 501(C)(3) | UNDESIGNATED | $500 |
| MALTA HOUSE | |||||||
| 139 WEST ROCKS RD | NORWALK | CT | 06851 | NONE | 501(C)(3) | UNDESIGNATED | $500 |
| GUADALOUPE CENTER | |||||||
| 509 HOPE CIRCLE | IMMOKALEE | FL | 34142 | NONE | 501(C)(3) | UNDESIGNATED | $200 |
| RAILS TO TRAILS CONSERVANY | |||||||
| 2121 WARD COURT NW 5TH FL | WASHINGTON | DC | 20037 | NONE | 501(C)(3) | UNDESIGNATED | $100 |
| PET ANIMAL WELFARE SOCIETY | |||||||
| 504 MAIN AVE | NORWALK | CT | 06851 | NONE | 501(C)(3) | UNDESIGNATED | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $89,060 | 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 | $35,877 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $71,655 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $107,532 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $107,532 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $3,100 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PNC BANK WEALTH MANAGMENT ACCT | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,229,893 | BookValueAmt |
| EOYFMV | $1,820,040 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $14,131 | $14,131 | $0 |
| MISCELLANEOUS | $340 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | IRS | CategoryTxt |
| Amt | $2,866 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |