RIGHTS EDUCATION ADOPTION & PROTECTION FOR ANIMAL WELFARE FOUN: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- RIGHTS EDUCATION ADOPTION & PROTECTION FOR ANIMAL WELFARE FOUN (EIN 06-1498082)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-09-05
- IRS object ID
- 201842489349100609
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-09-05T10:00:59-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 472517893 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEERS HAMERMAN COHEN & BURGER PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 234 CHURCH STREET | AddressLine1Txt |
| City | NEW HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06510 | 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 | 061498082 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RIGHTS EDUCATION ADOPTION & PROTECTION | BusinessNameLine1Txt |
| Business Name Line2 | FOR ANIMAL WELFARE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RIGH | BusinessNameControlTxt |
| Phone | 8088781100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 986 UMEKE STREET 55 | AddressLine1Txt |
| City | KIHEI | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96753 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD BUCKLEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8088781100 | PhoneNum |
| Signature | 2018-08-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANTHONY F SANTORE | PreparerPersonNm |
| PTIN | P01314925 | PTIN |
| Phone | 2037876527 | PhoneNum |
| Preparation | 2018-08-20 | PreparationDt |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,556,804 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $61,680 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $61,680 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $75,870 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $698,295 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $75,870 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $134 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $134 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $137,684 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $137,684 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $39,594 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $11,878 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $27,716 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $3,075 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $923 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $2,152 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,090 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $327 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $763 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,175 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,587 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,588 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $24,163 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $24,163 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,992 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $289 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $87 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $2,019 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $606 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,413 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $77,397 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $40,571 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $34,632 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $83,350 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $83,350 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $160,747 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $40,571 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $117,982 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$23,063 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $97,113 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $61,650 | CashBOYAmt |
| Cash EOY | $132,460 | CashEOYAmt |
| Cash EOYFMV | $132,460 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $551 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $1,925,322 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,829,629 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,420,583 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $4,050 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $289 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $3,761 | LandEOYAmt |
| Land EOYFMV | $3,761 | LandEOYFMVAmt |
| Total Assets BOY | $1,987,523 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,965,850 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,556,804 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,390 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,390 | 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 | $1,987,523 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,964,460 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,987,523 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,964,460 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,987,523 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,965,850 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,987,523 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$23,063 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,964,460 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,964,460 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - MORGAN STANLEY -087 | $64,943 | $31,607 | $33,336 | $33,336 |
| PUBLICLY TRADED SECURITIES - MORGAN STANLEY -190 | $475,385 | $455,117 | $20,268 | $20,268 |
| PUBLICLY TRADED SECURITIES - MORGAN STANLEY -203 | $69,136 | $54,738 | $14,398 | $14,398 |
| PUBLICLY TRADED SECURITIES - MORGAN STANLEY -204 | $88,831 | $80,963 | $7,868 | $7,868 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $75,870 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $121,894 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,298,486 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053032 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $119,404 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,418,213 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049377 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $126,179 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,495,309 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050566 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $117,583 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,312,560 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050845 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $82,651 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,079,691 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.039742 | DistributionYr5Rt |
| Total Distribution | 0.243562 | TotalDistributionRt |
| Average Distribution | 0.048712 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,470,059 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $120,322 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $971 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $121,293 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $117,982 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,942 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,942 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,942 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $551 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $2,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,051 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $10 | EsPenaltyAmt |
| Overpayment | $1,099 | OverpaymentAmt |
| Applied To ES Tax | $1,099 | 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 | CT | OrgReportOrRegisterStateCd |
| 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 | 8088781100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 986 UMEKE STREET 55 | AddressLine1Txt |
| City | KIHEI | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96753 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| HANK LEVAUR | ||||||||
| 986 UMEKE ST 55 KIHEI | MAUI | HI | 96753 | BOARD OF DIRECTOR | 1.00 | $0 | $0 | $0 |
| RICHARD B BUCKLEY | ||||||||
| 986 UMEKE ST 55 KIHEI | MAUI | HI | 96753 | PRESIDENT / EXEC DIRECTOR | 13.00 | $39,594 | $0 | $0 |
| MARK G SKLARZ | ||||||||
| ONE AUDUBON STREET 6TH FLOOR | NEW HAVEN | CT | 06511 | SECRETARY | 0.50 | $0 | $0 | $0 |
| OWEN BUCKLEY | ||||||||
| 401 AVILA ST UNIT 107 | SAN FRANCISCO | CA | 94123 | VICE PRES / TREASURER | 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 | $2,407,249 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $100,425 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,507,674 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,507,674 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $37,615 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,470,059 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $123,503 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $123,503 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,942 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,942 | TotalTaxAmt |
| Distributable Before Adj | $121,561 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $121,561 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $121,561 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $117,982 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $117,982 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $117,982 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $121,561 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $70,758 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $117,982 | QualifyingDistributionsAmt |
| Applied To Year1 | $70,758 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $47,224 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $74,337 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RICHARD BUCKLEY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 986 UMEKE STREET 55 KIHEI | AddressLine1Txt |
| City | MAUI | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96753 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8088781100 | RecipientPhoneNum |
| Form And Info And Materials | LETTER DESCRIBING ORGANIZATION AND AMOUNT REQUESTED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NON PROFIT ORGANIZATIONS DEVOTED TO ANIMAL ACTIVITIES | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ASSISTANCE DOGS OF HAWAII | |||||||
| PO BOX 1803 | MAKAWAO | HI | 96768 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $3,000 |
| BORN FREE USA | |||||||
| 1122 S STREET | SACRAMENTO | CA | 95822 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $500 |
| BRANFORD COMPASSION CLUB | |||||||
| PO BOX 768 | BRANFORD | CT | 06405 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $1,000 |
| CASTING FOR RECOVERY | |||||||
| PO BOX 1123 | MANCHESTER | VT | 05254 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $1,000 |
| CATS EXCLUSIVE INC | |||||||
| 6350 WEST ATLANTIC BLVD | MARGATE | FL | 33063 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $1,000 |
| CONNECTICUT FOOD BANK | |||||||
| PO BOX 8686 | NEW HAVEN | CT | 06531 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $3,000 |
| CT DRAFT HORSE RESCUE | |||||||
| 15 ROCK LANDING RD | HADDAM NECK | CT | 06424 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $600 |
| FAMILY LIFE CENTER INC | |||||||
| 95 SOUTH KANE STREET | KAHULUI | HI | 96732 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $4,000 |
| FIDELCO GUIDE DOG FOUNDATION | |||||||
| 103 VISION WAY | BLOOMFIELD | CT | 06002 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $3,000 |
| FRIENDS OF ANIMALS | |||||||
| 777 POST ROAD SUITE 205 | DARIEN | CT | 06820 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $1,000 |
| GREYHOUND RESCUE & REHABIITATION | |||||||
| PO BOX 572 | CROSS RIVER | NY | 10518 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $4,000 |
| HAWAII ANIMAL RESCUE FOUNDATION | |||||||
| PO BOX 515 | PUUNENE | HI | 96784 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $2,000 |
| HAWAII PUBLIC RADIO | |||||||
| 738 KAHEKA STREET | HONOLULU | HI | 96814 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $1,000 |
| HOPE LODGE HAWAII | |||||||
| 2370 NUUANU AVE | HONOLULU | HI | 96817 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $2,000 |
| HOSPICE MAUI | |||||||
| PO BOX 851 | MAKAWAO | HI | 96768 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $2,500 |
| HOSPICE OF KONA | |||||||
| 75-5925 WALUA RD 101 | KAILUAKONA | HI | 96740 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $1,000 |
| KA HALE A KE OLA HOMELESS RESOURCE | |||||||
| 670 WAIALE ROAD | WAILUKU | HI | 96793 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $2,000 |
| KSCO | |||||||
| 2300 PORTOLA DRIVE | SANTA CRUZ | CA | 95062 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $650 |
| MANA'OLANA | |||||||
| PO BOX 588 | KIHEI | HI | 96753 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $2,000 |
| MAPA MAUI ACADEMY OF PERFORMING ARTS | |||||||
| 81 N CHURCH ST | WAILUKU | HI | 96793 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $3,500 |
| MAUI ARTS & CULTURAL CENTER | |||||||
| ONE CAMERON WAY | KAHULUI | HI | 96732 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $2,000 |
| MAUI FOOD BANK | |||||||
| 760 KOLU STREET | WAILUKU | HI | 96793 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $3,000 |
| MAUI HUMANE SOCIETY | |||||||
| PO BOX 1047 | PUUNENE | HI | 96784 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $2,500 |
| MIDWEST FRIENDS OF ANIMALS INC | |||||||
| 12873 STATE ROAD 48 | JASONVILLE | IN | 47438 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $1,000 |
| NA WAHINE HO'OMANA | |||||||
| PO BOX 98 | KIHEI | HI | 96753 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $1,000 |
| NEW HAVEN ANIMAL SHELTER | |||||||
| PO BOX 9056 | NEW HAVEN | CT | 06532 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $2,000 |
| NINTH LIFE | |||||||
| PO BOX 476 | MAKAWAO | HI | 96768 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $2,000 |
| NORTHEAST ANIMAL SHELTER | |||||||
| 204 HIGHLAND AVENUE | SALEM | MA | 01970 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $2,000 |
| PACIFIC CANCER FOUNDATION | |||||||
| 95 MAHALANI ST RM 8 | WAILUKU | HI | 96793 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $2,000 |
| PARALYZED VETERANS OF AMERICA | |||||||
| 801 EIGHTEENTH STREET NW | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $100 |
| PAWS SOUTH FLORIDA RESCUE INC | |||||||
| 6879 NW 28TH AVE | FT LAUDERDALE | FL | 33309 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $1,000 |
| PBS HAWAII | |||||||
| 2350 DOLE STREET | HONOLULU | HI | 96822 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $1,000 |
| SALVATION ARMY | |||||||
| 35 HALE KUAI STREET | KIHEI | HI | 96753 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $2,000 |
| SAVE THE CHILDREN FEDERATION INC | |||||||
| 54 WILTON ROAD | WESTPOST | CT | 06880 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $5,000 |
| THE GREATER NEW HAVEN CAT PROJECT INC | |||||||
| PO BOX 1432 | NEW HAVEN | CT | 06506 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $3,000 |
| THE HOPE ALLIANCE FOR ANIMALS | |||||||
| 88 MORSE PLACE | NEW HAVEN | CT | 06512 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $5,000 |
| WHALE TRUST | |||||||
| PO BOX 243 | MAKAWAO | HI | 96768 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $3,000 |
| WILDCAT SANCTUARY | |||||||
| PO BOX 314 | SANDSTONE | MN | 55072 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $1,000 |
| WOMEN & FAMILY LIFE CENTER | |||||||
| 96 FAIR STREET | GUILFORD | CT | 06437 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $3,000 |
| WOMEN HELPING WOMEN | |||||||
| 1935 MAIN STREET STE 202 | WAILUKU | HI | 96793 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $83,350 | 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) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $100 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $61,580 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $134 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $75,870 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $100 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $137,584 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $137,684 | 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 | $5,175 | Amt |
| Net Investment Income | $2,587 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,588 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | OFFICE FURNITURE | PropertyDesc |
| Acquired | 2017-07-07 | AcquiredDt |
| Cost Or Other Basis | $4,050 | CostOrOtherBasisAmt |
| Computation Method | ADS | ComputationMethodTxt |
| Life | 7.000000000000 | LifeRt |
| Current Year Expense | $289 | CurrentYearExpenseAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MORGAN STANLEY | StockNm |
| EOY Book Value | $1,829,629 | EOYBookValueAmt |
| EOYFMV | $2,420,583 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OFFICE FURNITURE | CategoryOrItemTxt |
| Cost Or Other Basis | $4,050 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $289 | AccumulatedDepreciationAmt |
| Book Value | $3,761 | BookValueAmt |
| EOYFMV | $3,761 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,090 | LegalFeesAmt |
| Net Investment Income | $327 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $763 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $752 | $226 | $526 |
| TELEPHONE | $504 | $151 | $353 |
| MISCELLANEOUS | $763 | $229 | $534 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PASS-THROUGH: KKR FINANCIAL HOLDINGS LLC | Desc |
| Revenue And Expenses Per Books | $134 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $134 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $134 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX DUE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $1,390 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $24,163 | Amt |
| Net Investment Income | $24,163 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX - PRIOR YEAR BALANCE DUE AND ESTIMATES | $0 | $0 | $0 |
| EXCISE TAX - CURRENT YEAR LIABILITY | $1,941 | $0 | $0 |
| TAXES - OTHER | $51 | $0 | $0 |