ZADOC W & LAWRENCE N BROWN FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ZADOC W & LAWRENCE N BROWN FOUNDATION (EIN 99-0204873)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-07-22
- IRS object ID
- 202102039349100720
- Schema version
- 2020v4.1
- 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
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-07-22T14:10:51-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 990033900 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF HAWAII | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| 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) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 990204873 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZADOC W & LAWRENCE N BROWN | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION - C/O BANK OF HAWAII | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ZADO | BusinessNameControlTxt |
| Phone | 8086944122 | 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 | DAVID BROWN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8886433888 | PhoneNum |
| Signature | 2021-07-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | BROWN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEREK MOORE | PreparerPersonNm |
| PTIN | P01700748 | PTIN |
| Phone | 8886433888 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Name Change | Yes (X) | NameChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $414,771 | 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 |
| Interest On Sav Rev And Expnss | $52 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $52 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,843 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,843 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $13,947 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $81,411 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,947 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $20,842 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $20,842 | 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 | $1,675 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $503 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,172 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,000 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,675 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,503 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,172 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $18,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $18,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $24,175 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,503 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $21,672 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,333 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $18,339 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $308 | CashBOYAmt |
| Cash EOY | $1,101 | CashEOYAmt |
| Cash EOYFMV | $1,101 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $11,934 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,191 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,191 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $305,219 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $304,836 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $405,479 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $317,461 | TotalAssetsBOYAmt |
| Total Assets EOY | $314,128 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $414,771 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $317,461 | CapitalStockBOYAmt |
| Capital Stock EOY | $314,128 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $317,461 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $314,128 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $317,461 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $314,128 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $317,461 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,333 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $314,128 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $314,128 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2019-12-31 | 2020-03-17 | $7,959 | $7,952 | $7 | $7 |
| PUBLICLY TRADED SECURITIES | P | 2014-09-25 | 2020-03-17 | $70,989 | $59,512 | $11,477 | $11,477 |
| CAPITAL GAINS DIVIDENDS | P | $2,463 | $2,463 | $2,463 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,947 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $255 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $255 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $255 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $197 | 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 | $197 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $58 | 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 |
| Individual With Books | BANK OF HAWAII | IndividualWithBooksNm |
| Phone | 8086944122 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 130 MERCHANT STREET HONOLULU HI | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96813 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID T BROWN | ||||||||
| PO BOX 3170 | HONOLULU | HI | 968023170 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| VIRGINIA LOWREY BROWN | ||||||||
| PO BOX 3170 | HONOLULU | HI | 968023170 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| ALAN L BROWN | ||||||||
| PO BOX 3170 | HONOLULU | HI | 968023170 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| CYNTHIA BROWN QUISENBERRY | ||||||||
| PO BOX 3170 | HONOLULU | HI | 968023170 | SECRETARY/DIRECTOR | 1.00 | $0 | $0 | $0 |
| ZADOC W BROWN JR | ||||||||
| PO BOX 3170 | HONOLULU | HI | 968023170 | VICE PRES/DIRECTOR | 0.00 | $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 | $361,949 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $22,452 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $384,401 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $384,401 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,766 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $378,635 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,932 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $18,932 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $255 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $255 | TotalTaxAmt |
| Distributable Before Adj | $18,677 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $18,677 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $18,677 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $21,672 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $21,672 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $21,672 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $18,677 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $168 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,728 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $68 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $613 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,577 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $21,672 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $18,677 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,995 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,572 | 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 | $168 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,404 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,728 | ExcessFromYear4Amt |
| Excess From Year3 | $68 | ExcessFromYear3Amt |
| Excess From Year1 | $613 | ExcessFromYear1Amt |
| Excess From Current Year | $2,995 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| SEABURY HALL | ||||||
| 480 OLINDA ROAD | MAKAWAO | HI | 96768 | PC | FOR THE MAUNALEI SCHOLARSHIP FUND IN MEMORY OF EMALIA ALEXANDRA BROWN GUARD | $2,000 |
| MAUI ARTS & CULTURAL CENTER | ||||||
| ONE CAMERON WAY | KAHULUI | HI | 96732 | PC | UNRESTRICTED | $575 |
| ASSISTANCE DOGS OF HAWAII | ||||||
| PO BOX 1803 | MAKAWAO | HI | 96768 | PC | UNRESTRICTED | $625 |
| THE NATURE CONSERVANCY OF HAWAII | ||||||
| 923 NUUANU AVENUE | HONOLULU | HI | 96817 | PC | UNRESTRICTED | $500 |
| ALA KAHAKAI TRAIL ASSOCIATION | ||||||
| PO 2338 | KAMUELA | HI | 96743 | PC | UNRESTRICTED | $1,800 |
| NA KEIKI O EMALIA | ||||||
| PO BOX 1137 | WAILUKU | HI | 96793 | PC | UNRESTRICTED | $2,075 |
| MAUI NUI BOTANICAL GARDENS INC | ||||||
| PO BOX 6040 | KAHULUI | HI | 96733 | PC | UNRESTRICTED | $1,000 |
| MONTESSORI SCHOOL OF MAUI | ||||||
| 2933 BALDWIN AVENUE | MAKAWAO | HI | 96768 | PC | FOR CYNTHIA BURNS ENDOWMENT FUND. | $675 |
| HISTORIC HAWAII FOUNDATION | ||||||
| 680 IWILEI ROAD SUITE 690 | HONOLULU | HI | 96817 | PC | PROGRAMS AND OPERATING SUPPORT | $1,600 |
| THE HAWAIIAN MISSION CHILDREN'S SOCIETY | ||||||
| 553 SOUTH KING STREET | HONOLULU | HI | 96813 | PC | PROGRAMS AND OPERATING SUPPORT. | $1,600 |
| BISHOP MUSEUM | ||||||
| 1525 BERNICE STREET | HONOLULU | HI | 96817 | PC | FOR THE BENEFIT OF THE ARCHIVES | $3,700 |
| THE OUTDOOR CIRCLE | ||||||
| 1314 SOUTH KING STREET SUITE 306 | HONOLULU | HI | 96814 | PC | PROGRAMS AND OPERATING SUPPORT. | $925 |
| LUNALILO HOME | ||||||
| 501 KEKAULUOHI STREET | HONOLULU | HI | 96813 | PC | PROGRAMS AND OPERATING SUPPORT. | $925 |
| THE FOOD BASKET INC | ||||||
| 40 HOLOMUA ST | HILO | HI | 96720 | PC | UNRESTRICTED | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $18,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $52 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,843 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $13,947 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $20,842 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $20,842 | 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 | TAX PREPARATION FEES | CategoryTxt |
| Amt | $1,675 | Amt |
| Net Investment Income | $503 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,172 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (18 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 015570724 ALGER FOCUS EQUITY FUND-Y (202.565 SHARES) | AT COST | $11,190 | $11,236 |
| 066922204 ISHARES S&P 500 INDEX FUND (102.548 SHARES) | AT COST | $25,099 | $45,560 |
| 09253F879 ISHARES MSCI EAFE INTERNATIONAL INDEX FUND (1629.879 SHARES) | AT COST | $18,979 | $23,943 |
| 256206103 DODGE & COX INTERNATIONAL STOCK FUND (142.052 SHARES) | AT COST | $5,161 | $6,208 |
| 31428Q101 FEDERATED HERMES TOTAL RETURN BOND FUND (3827.97 SHARES) | AT COST | $42,691 | $44,290 |
| 38142Y773 GOLDMAN SACHS LARGE CAP VALUE FD - INST (766.151 SHARES) | AT COST | $8,292 | $11,722 |
| 38144N593 GOLDMAN SACHS INTERNL SMALL CAP INSIGHTS INSTL (779.785 SHARES) | AT COST | $8,277 | $9,856 |
| 47803W406 JOHN HANCOCK III DISC M/C-IS (552.102 SHARES) | AT COST | $7,017 | $12,875 |
| 56062X641 MAINSTAY WINSLOW LRG CAP GROWTH FUND CL I (1043.466 SHARES) | AT COST | $6,156 | $13,857 |
| 577130834 MATTHEWS PACIFIC TIGER FUND CL INS (155.5 SHARES) | AT COST | $4,437 | $5,427 |
| 74144Q203 T ROWE PRICE INSTITL EMERGING MKT EQUITY FUND (102.112 SHARES) | AT COST | $2,789 | $5,091 |
| 74316J458 CONGRESS MID CAP GROWTH-INS (501.057 SHARES) | AT COST | $6,774 | $14,200 |
| 74316J490 BECKER VALUE EQUITY FD-INST (705.293 SHARES) | AT COST | $13,173 | $13,379 |
| 921909818 VANGUARD TOTAL INTL ST INDEX FUND-ADM (745.805 SHARES) | AT COST | $19,306 | $24,209 |
| 921937603 VANGUARD TOTAL BOND MARKET INDEX FUND ADM (5197.719 SHARES) | AT COST | $56,893 | $60,397 |
| 921937702 VANGUARD S/T BND INDX-ADM (2653.895 SHARES) | AT COST | $28,416 | $28,848 |
| 922908728 VANGUARD TOTL STK MKT IND-AD (712.477 SHARES) | AT COST | $34,330 | $67,500 |
| 94984B348 WELLS FARGO ADV INTL EQUITY FUND - I (555.804 SHARES) | AT COST | $5,856 | $6,881 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BANK OF HAWAII - AGENT FEES | CategoryTxt |
| Amt | $4,000 | Amt |
| Net Investment Income | $2,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,000 | DisbursementsCharitablePrpsAmt |