ULULANI FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ULULANI FOUNDATION (EIN 20-3283739)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-06-20
- IRS object ID
- 201831719349100208
- Schema version
- 2017v2.2
- 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
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-06-20T12:40:47-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 421539623 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KMH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1003 BISHOP STREET SUITE 2400 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96813 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203283739 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ULULANI FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ULUL | BusinessNameControlTxt |
| Phone | 8083270144 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75-853 KEAOLANI DRIVE | AddressLine1Txt |
| City | KAILUAKONA | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96740 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DIANE S HEIMAN | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 8083270144 | PhoneNum |
| Signature | 2018-06-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALAN ML YEE | PreparerPersonNm |
| PTIN | P00130314 | PTIN |
| Phone | 8085262255 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,144,146 | 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 | $10 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $138,043 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $138,043 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $21,570 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $863,004 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $21,570 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $159,623 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $159,623 | 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 | $6,611 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,306 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $40,477 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $40,435 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $21 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $591 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $246 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $865 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $17,659 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,830 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $66,203 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $40,681 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,157 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $254,263 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $254,263 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $320,466 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $40,681 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $266,420 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$160,843 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $118,942 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $91,772 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $28,189 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $28,189 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $3,136,708 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,039,312 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,114,445 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $4,323 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,811 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,377 | LandBOYAmt |
| Land EOY | $1,512 | LandEOYAmt |
| Land EOYFMV | $1,512 | LandEOYFMVAmt |
| Total Assets BOY | $3,230,857 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,069,013 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,144,146 | 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 | $3,230,857 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,069,013 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,230,857 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,069,013 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,230,857 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,069,013 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,230,857 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$160,843 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,070,014 | SubtotalAmt |
| Other Decreases | $1,001 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,069,013 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CHARLES SCHWAB ACCOUNT - LONG-TERM SECURITIES SALE | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $863,004 | GrossSalesPriceAmt |
| Cost Or Other Basis | $841,434 | CostOrOtherBasisAmt |
| Gain Or Loss | $21,570 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $21,570 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $21,570 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $246,453 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,476,565 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.055054 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $262,604 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,664,927 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.056293 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $181,908 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,720,326 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.038537 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $154,162 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,481,554 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.034399 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $196,144 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,082,634 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048043 | DistributionYr5Rt |
| Total Distribution | 0.232326 | TotalDistributionRt |
| Average Distribution | 0.046465 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,786,674 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $222,413 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,189 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $223,602 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $266,420 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,189 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,189 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,189 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,900 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,900 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $2 | EsPenaltyAmt |
| Overpayment | $709 | OverpaymentAmt |
| Applied To ES Tax | $709 | 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 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8083270144 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75-853 KEAOLANI DRIVE | AddressLine1Txt |
| City | KAILUAKONA | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96740 | 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 |
|---|---|---|---|---|---|---|---|---|
| STEPHEN E HEIMAN | ||||||||
| 75-853 KEAOLANI DRIVE | KAILUAKONA | HI | 96740 | PRES/SEC/DIR | 15.00 | $0 | $0 | $0 |
| DIANE S HEIMAN | ||||||||
| 75-853 KEAOLANI DRIVE | KAILUAKONA | HI | 96740 | VP/TREAS/DIR | 15.00 | $0 | $0 | $0 |
| HARRY WELCH | ||||||||
| 77-6388 KENIKA PLACE | KAILUAKONA | HI | 96740 | DIRECTOR | 8.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | TO PROVIDE MONETARY GRANTS TO ORGANIZATIONS THAT ARE EXEMPT UNDER IRC SEC. 501(C)(3) | Description1Txt |
| Expenses1 | $260,342 | Expenses1Amt |
| Description2 | TO PROVIDE RESOURCES TO SUPPORT THE ACTIVITIES OF ORGANIZATIONS THAT ARE EXEMPT UNDER IRC 501(C)(3) | Description2Txt |
| Expenses2 | $6,078 | Expenses2Amt |
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 | $4,805,484 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $54,084 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,859,568 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,859,568 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $72,894 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,786,674 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $239,334 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $239,334 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,189 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,189 | TotalTaxAmt |
| Distributable Before Adj | $238,145 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $238,145 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $238,145 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $266,420 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $266,420 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,189 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $265,231 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $238,145 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $31,470 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $24,671 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $56,141 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $266,420 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $238,145 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $28,275 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $84,416 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $84,416 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $31,470 | ExcessFromYear2Amt |
| Excess From Year1 | $24,671 | ExcessFromYear1Amt |
| Excess From Current Year | $28,275 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STEPHEN E HEIMAN | ContributingManagerNm |
| Contributing Manager | DIANE S HEIMAN | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DIANE HEIMAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75-853 KEAOLANI DRIVE | AddressLine1Txt |
| City | KAILUAKONA | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96740 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8083270144 | RecipientPhoneNum |
| Form And Info And Materials | NONE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CONSERVATORY THEATER | |||||||
| 30 GRANT AVENUE 7TH FLOOR | SAN FRANCISCO | CA | 94108 | N/A | PC | FUNDING FOR SUPPORT OF FINE ARTS | $20,000 |
| BIG BROTHERS BIG SISTERS | |||||||
| 418 KUWILI ST 106 | HONOLULU | HI | 96817 | N/A | PC | FUNDING FOR PROGRAMS & ACTIVITIES | $500 |
| CANINE REHABILITATION CENTER AND SANCTUARY | |||||||
| 555 US HIGHWAY 395 NORTH | CARSON CITY | NV | 89704 | N/A | PC | FUNDING FOR PROGRAMS AND ACTIVITIES | $25,000 |
| COASTAL BEND FOOD BANK | |||||||
| 826 KRILL ST | CORPUS CHRISTI | TX | 78408 | N/A | PC | FUNDING FOR HUNGER RELIEF PROGRAMS | $2,000 |
| HAWAII ISLAND HUMAN SOCIETY | |||||||
| 74-5225 QUEEN KAAHUMANU HWY | KAILUA KONA | HI | 96740 | N/A | PC | FUNDING FOR PROGAMS AND ACTIVITIES | $5,000 |
| HOUSTON FOOD BANK | |||||||
| 535 PORTWALL ST | HOUSTON | TX | 77029 | N/A | PC | FUNDING FOR HUNGER RELIEF PROGRAMS | $2,000 |
| HOUSTON HUMANE SOCIETY | |||||||
| 14700 ALMEDA RD | HOUSTON | TX | 77053 | N/A | PC | FUNDING FOR FLOOD RELIEF | $2,000 |
| KAI 'OPUA CANOE CLUB | |||||||
| PO BOX 3079 | KAILUA KONA | HI | 96745 | N/A | PC | FUNDING FOR CULTURAL ACTIVITIES & PROGRAMS | $3,000 |
| MOMS ON THE RUN | |||||||
| 5995 S VIRGINIA ST | RENO | NV | 89502 | N/A | PC | FUNDING FOR SERVICES AND PROGRAMS SPECIFICALLY FOR BREAST AND GYNECOLOGICAL CANCER PATIENTS IN RENO, NV | $20,000 |
| MUSIC OF REMEMBRANCE | |||||||
| PO BOX 27500 | SEATTLE | WA | 98165 | N/A | PC | FUNDING FOR SUPPORT OF FINE ARTS | $15,000 |
| OPERA PARALLELE | |||||||
| 50 OAK STREET | SAN FRANCISCO | CA | 94102 | N/A | PC | FUNDING FOR SUPPORT OF FINE ARTS | $19,000 |
| PACIFIC SINGERS & ACTORS WORKSHOP | |||||||
| 1245 21ST AVE | SAN FRANCISCO | CA | 94122 | N/A | PC | FUNDING FOR SUPPORT OF FINE ARTS | $5,000 |
| SAN FRANCISCO OPERA | |||||||
| 301 VAN NESS AVENUE | SAN FRANCISCO | CA | 94102 | N/A | PC | FUNDING FOR SUPPORT OF FINE ARTS | $15,000 |
| THE FOOD BANK OF NORTHERN NEVADA INC | |||||||
| 550 ITALY DRIVE | MCCARRAN | NV | 89434 | N/A | PC | FUNDING FOR HUNGER RELIEF PROGRAMS | $15,000 |
| THE FOOD BASKET INC - HAWAII ISLAND FOOD BANK | |||||||
| 140 HOLOMUA ST STE B | HILO | HI | 96720 | N/A | PC | FUNDING FOR HUNGER RELIEF PROGRAMS | $9,763 |
| THE HOME FOR LITTLE WANDERERS | |||||||
| 10 GUEST STREET | BOSTON | MA | 02135 | N/A | PC | FUNDING FOR FAMILY SERVICES | $20,000 |
| UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION | |||||||
| 220 MONTGOMERY STREET 5TH FLOOR | SAN FRANCISCO | CA | 94143 | N/A | PC | FUNDING FOR EDUCATION & RESEARCH PROGRAMS | $60,000 |
| VETERINARY BUSINESS MANAGEMENT ASSOCIATION AT UC DAVIS | |||||||
| ONE SHIELDS AVENUE | DAVIS | CA | 95616 | N/A | PC | FUNDING FOR EDUCATION & RESEARCH PROGRAMS | $16,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $254,263 | 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 | $10 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $138,043 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $21,570 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $159,623 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $159,623 | 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 FEES | CategoryTxt |
| Amt | $6,611 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,306 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | COMPUTER EQUIPMENT | PropertyDesc |
| Acquired | 2014-10-09 | AcquiredDt |
| Cost Or Other Basis | $4,323 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $1,946 | PriorYearDepreciationAmt |
| Computation Method | SL | ComputationMethodTxt |
| Life | 5.000000000000 | LifeRt |
| Current Year Expense | $865 | CurrentYearExpenseAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CHARLES SCHWAB | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $3,039,312 | BookValueAmt |
| EOYFMV | $5,114,445 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | COMPUTER EQUIPMENT | CategoryOrItemTxt |
| Cost Or Other Basis | $4,323 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $2,811 | AccumulatedDepreciationAmt |
| Book Value | $1,512 | BookValueAmt |
| EOYFMV | $1,512 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROUNDING | $1 |
| DISALLOWED CONTRIBUTIONS | $1,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK SERVICE CHARGE | $39 | $0 | $20 |
| UTILITIES | $17,620 | $0 | $8,810 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| KCM MANAGEMENT FEES | $31,499 | $31,499 | $0 |
| CHARLES SCHWAB MANAGEMENT FEES | $8,936 | $8,936 | $0 |
| INVESTMENT MANAGEMENT | $42 | $0 | $21 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT INCOME TAX | CategoryTxt |
| Amt | $591 | Amt |
| Net Investment Income | $246 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |