DODS FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- DODS FOUNDATION (EIN 47-5440930)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202533219349106003
- Schema version
- 2024v5.2
- 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
- Schedule B
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T14:55:36-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 393984182 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACCUITY ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 999 BISHOP STREET SUITE 2300 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96813 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 475440930 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DODS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DODS | BusinessNameControlTxt |
| Phone | 8085256101 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3165 DIAMOND HEAD ROAD C | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96815 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WALTER A DODS JR | PersonNm |
| Person Title | CHAIRMAN, PRESIDENT AND TREASURER | PersonTitleTxt |
| Phone | 8085256101 | PhoneNum |
| Signature | 2025-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DARRYL K NITTA | PreparerPersonNm |
| PTIN | P01379362 | PTIN |
| Phone | 8085313400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,037,256 | 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 | $839,328 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $160,764 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $160,764 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $807,698 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,965,537 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $807,698 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,807,790 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $968,462 | 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 |
| Taxes Rev And Expnss | $6,473 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,473 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $50,888 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $50,888 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $57,361 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $57,361 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,582,924 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,582,924 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,640,285 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $57,361 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,582,924 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $167,505 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $911,101 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $37,711 | CashBOYAmt |
| Cash EOY | $128,242 | CashEOYAmt |
| Cash EOYFMV | $128,242 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $864,732 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $38,975 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $38,975 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,158,226 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,344,872 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,870,039 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $6,060,669 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,512,089 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,037,256 | 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 | $6,060,669 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,512,089 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,060,669 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,512,089 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,060,669 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,512,089 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,060,669 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $167,505 | ExcessRevenueOverExpensesAmt |
| Other Increases | $59,214 | OtherIncreasesAmt |
| Subtotal | $6,287,388 | SubtotalAmt |
| Other Decreases | $775,299 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,512,089 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $2,965,537 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,157,839 | CostOrOtherBasisAmt |
| Gain Or Loss | $807,698 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $807,698 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $807,698 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,664 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,664 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,664 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,111 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $15,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $19,111 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $403 | EsPenaltyAmt |
| Overpayment | $6,044 | OverpaymentAmt |
| Applied To ES Tax | $6,044 | 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 |
| Individual With Books | WALTER A DODS JR | IndividualWithBooksNm |
| Phone | 8085214545 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 999 BISHOP STREET 2828 | 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 |
|---|---|---|---|---|---|---|---|---|
| WALTER A DODS JR | ||||||||
| C/O 999 BISHOP STREET 2828 | HONOLULU | HI | 96813 | CHAIRMAN/PRES/TREAS/SEC/DIR | 1.00 | $0 | $0 | $0 |
| WALTER A DODS III | ||||||||
| C/O 999 BISHOP STREET 2828 | HONOLULU | HI | 96813 | VICE PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHRISTOPER L DODS | ||||||||
| C/O 999 BISHOP STREET 2828 | HONOLULU | HI | 96813 | VICE PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| PETER D DODS | ||||||||
| C/O 999 BISHOP STREET 2828 | HONOLULU | HI | 96813 | VICE PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| LAUREN S DODS | ||||||||
| C/O 999 BISHOP STREET 2828 | HONOLULU | HI | 96813 | VICE PRESIDENT/DIRECTOR | 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 | $6,963,140 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $185,660 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,148,800 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,148,800 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $107,232 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,041,568 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $352,078 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $352,078 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,664 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,664 | TotalTaxAmt |
| Distributable Before Adj | $339,414 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $339,414 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $339,414 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,582,924 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,582,924 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $339,414 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $100,413 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $11,932 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $215,198 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $213,631 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,199,553 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,740,727 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,582,924 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $339,414 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,243,510 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,984,237 | 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 | $100,413 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,883,824 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $11,932 | ExcessFromYear4Amt |
| Excess From Year3 | $215,198 | ExcessFromYear3Amt |
| Excess From Year2 | $213,631 | ExcessFromYear2Amt |
| Excess From Year1 | $1,199,553 | ExcessFromYear1Amt |
| Excess From Current Year | $1,243,510 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WALTER A DODS JR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALOHA UNITED WAY | ||||||
| 200 NORTH VINEYARD BLVD SUITE 700 | HONOLULU | HI | 96817 | PC | GENERAL OPERATIONS | $10,000 |
| CATHOLIC CHARITIES HAWAII | ||||||
| 1822 KEEAUMOKU STREET | HONOLULU | HI | 96822 | PC | GENERAL OPERATIONS | $1,000 |
| CHAMINADE UNIVERSITY OF HONOLULU | ||||||
| 3140 WAIALAE AVENUE | HONOLULU | HI | 96816 | PC | GENERAL OPERATIONS | $5,000 |
| CHILD & FAMILY SERVICE | ||||||
| 91-1841 FORT WEAVER ROAD | EWA BEACH | HI | 96701 | PC | GENERAL OPERATIONS | $5,000 |
| DONKEY MILL ART CENTER | ||||||
| 78-6670 MAMALAHOA HWY | HOLUALOA | HI | 96725 | PC | GENERAL OPERATIONS | $5,000 |
| DYNAMIC COMMUNITY SOLUTIONS | ||||||
| 85-908 WAIANAE VALLEY ROAD | WAIANAE | HI | 96792 | PC | GENERAL OPERATIONS | $50,000 |
| HAWAII CONTEMPORARY | ||||||
| 1111 NUUANU AVE SUITE 210-211 | HONOLULU | HI | 96817 | PC | GENERAL OPERATIONS | $2,500 |
| HAWAII OPERA THEATRE | ||||||
| 848 SOUTH BERETANIA STREET 301 | HONOLULU | HI | 96813 | PC | GENERAL OPERATIONS | $2,500 |
| HAWAII PUBLIC RADIO | ||||||
| 738 KAHEKA STREET | HONOLULU | HI | 96814 | PC | GENERAL OPERATIONS | $5,000 |
| HAWAII SYMPHONY ORCHESTRA | ||||||
| 3610 WAIALAE AVE | HONOLULU | HI | 96816 | PC | GENERAL OPERATIONS | $2,500 |
| HAWAII WOMEN'S LEGAL FOUNDATION | ||||||
| PO BOX 2576 | HONOLULU | HI | 96803 | PC | GENERAL OPERATIONS | $5,000 |
| HAWAII YOUTH SYMPHONY | ||||||
| 1110 UNIVERSITY AVE UNIT 200 | HONOLULU | HI | 96826 | PC | GENERAL OPERATIONS | $5,000 |
| HENRY KAPONO FOUNDATION | ||||||
| 130 LUNALILO HOME ROAD | HONOLULU | HI | 96825 | PC | GENERAL OPERATIONS | $5,000 |
| HONOLULU MUSEUM OF ART | ||||||
| 900 S BERETANIA STREET | HONOLULU | HI | 96814 | PC | GENERAL OPERATIONS | $5,000 |
| MEDIATION CENTER OF THE PACIFIC | ||||||
| 1301 YOUNG STREET 2ND FLOOR | HONOLULU | HI | 96814 | PC | GENERAL OPERATIONS | $5,000 |
| MID-PACIFIC INSTITUTE | ||||||
| 2445 KAALA STREET | HONOLULU | HI | 96822 | PC | GENERAL OPERATIONS | $100,000 |
| PUBLIC SCHOOLS OF HAWAII FOUNDATION | ||||||
| PO BOX 4148 | HONOLULU | HI | 96812 | PC | GENERAL OPERATIONS | $50,000 |
| READ TO ME INTERNATIONAL FOUNDATION | ||||||
| 126 QUEEN STREET 303 | HONOLULU | HI | 96813 | PC | GENERAL OPERATIONS | $2,000 |
| SAINT LOUIS SCHOOL | ||||||
| 801 N 11TH ST 3RD FLR | SAINT LOUIS | MO | 93101 | PC | GENERAL OPERATIONS | $200,000 |
| STRAUB FOUNDATION | ||||||
| 55 MERCHANT STREET SUITE 2600 | HONOLULU | HI | 96813 | PC | GENERAL OPERATIONS | $20,000 |
| UNIVERSITY OF HAWAII FOUNDATION | ||||||
| 2444 DOLE STREET | HONOLULU | HI | 96822 | PC | GENERAL OPERATIONS | $1,096,424 |
| YMCA OF HONOLULU | ||||||
| 1441 PALI HIGHWAY | HONOLULU | HI | 96813 | PC | GENERAL OPERATIONS | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,582,924 | 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 | $160,764 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $807,698 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $968,462 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $968,462 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | WALTER A DODS JR | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3165 DIAMOND HEAD ROAD | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96815 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $832,700 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 5,000 SHARES OF COMMON STOCK MATSON, INC. | NoncashPropertyDesc |
| Fair Market Value | $832,700 | FairMarketValueAmt |
| Received | 2024-11-14 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARLES SCHWAB INVESTMENT #2064 AT COST BASIS | $346,198 | $331,717 |
| CHARLES SCHWAB INVESTMENT #3248 AT COST BASIS | $2,980,602 | $4,373,678 |
| CHARLES SCHWAB INVESTMENT #4180 AT COST BASIS | $972,978 | $1,110,090 |
| CHARLES SCHWAB INVESTMENT #0357 AT COST BASIS | $1,045,094 | $1,054,554 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRIBUTION DIFFERENCE BETWEEN COST BASIS AND FMV | Desc |
| Amt | $775,299 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEE | Desc |
| Revenue And Expenses Per Books | $50,888 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $50,888 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | YEAR-END TIMING DIFFERENCES/ACCOUNT ADJUSTMENTS | Desc |
| Amt | $59,214 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $6,473 | Amt |
| Net Investment Income | $6,473 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |