KSK FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- KSK FOUNDATION (EIN 05-0630282)
- Tax period
- 2017-10-01 to 2018-09-30
- Filed
- 2019-01-11
- IRS object ID
- 201930119349100208
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-01-11T13:11:01-06:00 | ReturnTs |
| Tax Period End | 2018-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 990169131 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | N&K CPAS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 BISHOP ST STE 1700 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 968133696 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 050630282 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KSK FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KSKF | BusinessNameControlTxt |
| Phone | 8086821315 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 10039 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96816 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENNETH KOBATAKE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8086821315 | PhoneNum |
| Signature | 2019-01-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | YING YAN CHEN | PreparerPersonNm |
| PTIN | P01329305 | PTIN |
| Phone | 8085242255 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.135.240.105 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-01-08 | IPDt |
| IP Tm | 13:40:08 | IPTm |
| IP Timezone | HS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4DD6E56633E23CA3EE02AD1AA63367C940199CFE | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $768,804 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $187,380 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $10,395 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,395 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $26,133 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $58,868 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $26,133 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $223,908 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $36,528 | 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 | $2,932 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,932 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,946 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,946 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $350 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,228 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,946 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,932 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $19,645 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $19,645 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $26,873 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,946 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $22,577 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $197,035 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $32,582 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,421 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $33,513 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $33,513 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $10,845 | CorporateStockBOYAmt |
| Corporate Stock EOY | $186,019 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $411,845 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $287,443 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $277,212 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $323,446 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $299,709 | TotalAssetsBOYAmt |
| Total Assets EOY | $496,744 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $768,804 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $299,709 | RetainedEarningBOYAmt |
| Retained Earning EOY | $496,744 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $299,709 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $496,744 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $299,709 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $496,744 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $299,709 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $197,035 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $496,744 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $496,744 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $53,055 | $32,735 | $20,320 | $20,320 | |
| CAPITAL GAINS DIVIDENDS | $5,813 | $5,813 | $5,813 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $26,133 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $43,188 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $336,342 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.128405 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $23,564 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $299,087 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.078786 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $55,050 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $339,197 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.162295 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $52,002 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $358,479 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.145063 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $40,321 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $342,487 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.117730 | DistributionYr5Rt |
| Total Distribution | 0.632279 | TotalDistributionRt |
| Average Distribution | 0.126456 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $618,817 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $78,253 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $326 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $78,579 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $22,577 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $652 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $652 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $652 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $458 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $458 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $194 | 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 | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | KSK FOUNDATION | IndividualWithBooksNm |
| Phone | 8086821315 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 10039 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96816 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| KENNETH J KOBATAKE | ||||||||
| PO BOX 10039 | HONOLULU | HI | 96816 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| SUE-ANN G KOBATAKE | ||||||||
| PO BOX 10039 | HONOLULU | HI | 96816 | VICE PRESIDENT, TREASURER | 0.50 | $0 | $0 | $0 |
| DAVIS HIGA | ||||||||
| PO BOX 10039 | HONOLULU | HI | 96816 | SECRETARY | 0.50 | $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 | $623,048 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,193 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $628,241 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $628,241 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,424 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $618,817 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $30,941 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $30,941 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $652 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $652 | TotalTaxAmt |
| Distributable Before Adj | $30,289 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $30,289 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $30,289 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $22,577 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $22,577 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $22,577 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $30,289 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $24,173 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $34,556 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $38,426 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $9,286 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $26,593 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $133,034 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $22,577 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $22,577 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $7,712 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $7,712 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $125,322 | 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 | $16,461 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $108,861 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $34,556 | ExcessFromYear4Amt |
| Excess From Year3 | $38,426 | ExcessFromYear3Amt |
| Excess From Year2 | $9,286 | ExcessFromYear2Amt |
| Excess From Year1 | $26,593 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KENNETH J KOBATAKE | ContributingManagerNm |
| Contributing Manager | SUE-ANN G KOBATAKE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AARP FOUNDATION | |||||||
| 601 E STREET NW | WASHINGTON | DC | 20049 | N/A | PUBLIC | CHARITABLE - GENERAL | $50 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 1050 ALA MOANA BLVD SUITE 2610 | HONOLULU | HI | 968144932 | N/A | PUBLIC | CHARITABLE - GENERAL | $200 |
| FRIENDS OF THE SMITHSONIAN | |||||||
| S DILLON RIPLEY CENTER SUITE 3150 | WASHINGTON DC | DC | 20013 | N/A | PUBLIC | CHARITABLE - GENERAL | $100 |
| HAWAII LITERACY | |||||||
| 245 N KUKUI STREET SUITE 202 | HONOLULU | HI | 96817 | N/A | PUBLIC | CHARITABLE - GENERAL | $550 |
| HAWAII PUBLIC RADIO | |||||||
| 738 KAHEKA STREET | HONOLULU | HI | 968143726 | N/A | PUBLIC | CHARITABLE - GENERAL | $365 |
| HAWAIIAN HUMANE SOCIETY | |||||||
| 2700 WAIALAE AVE | HONOLULU | HI | 96826 | N/A | PUBLIC | CHARITABLE - GENERAL | $500 |
| MID-PACIFIC INSTITUTE | |||||||
| 2445 KAALA STREET | HONOLULU | HI | 96822 | N/A | PUBLIC | CHARITABLE - KSK FUND TO SUPPORT LEARNING DIFFERENCES | $15,000 |
| SHENPEN FOUNDATION | |||||||
| 26 GARTLEY PLACE | HONOLULU | HI | 96817 | N/A | PUBLIC | CHARITABLE - GENERAL | $2,880 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $19,645 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,395 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $26,133 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $36,528 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $36,528 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| KENNETH AND SUE-ANN KOBATAKE | ||||||
| 1 | 99-1019 KAHUA PLACE | AIEA | HI | 96701 | $276,806 | Yes (X) |
| KENNETH AND SUE-ANN KOBATAKE | ||||||
| 2 | 99-1019 KAHUA PLACE | AIEA | HI | 96701 | $93,516 | Yes (X) |
| KENNETH AND SUE-ANN KOBATAKE | ||||||
| 3 | 99-1019 KAHUA PLACE | AIEA | HI | 96701 | $27,740 | Yes (X) |
| KENNETH AND SUE-ANN KOBATAKE | ||||||
| 4 | 99-1019 KAHUA PLACE | AIEA | HI | 96701 | $19,152 | Yes (X) |
| KENNETH AND SUE-ANN KOBATAKE | ||||||
| 5 | 99-1019 KAHUA PLACE | AIEA | HI | 96701 | $6,320 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1790.000 SHS - CATERPILLAR INC (CAT) | $276,806 | 2017-12-21 |
| 2 | 600.000 SHS - DEERE & CO (DE) | $93,516 | 2017-12-21 |
| 3 | 1000.000 SHS - NATERA INC (NTRA) | $27,740 | 2018-09-04 |
| 4 | 16.000 SHS - ALPHABET INC (GOOG) | $19,152 | 2018-09-04 |
| 5 | 87.000 SHS - AVANOS MEDICAL INC (AVNS) | $6,320 | 2018-09-04 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $2,932 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,932 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MSSB INVESTMENTS #190289 - VALUED AT COST | StockNm |
| EOY Book Value | $186,019 | EOYBookValueAmt |
| EOYFMV | $411,845 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MSSB INVESTMENTS #190320 - MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $277,212 | BookValueAmt |
| EOYFMV | $323,446 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROMOTIONS | Desc |
| Revenue And Expenses Per Books | $350 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $3,946 | Amt |
| Net Investment Income | $3,946 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |