KSK FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- KSK FOUNDATION (EIN 05-0630282)
- Tax period
- 2016-10-01 to 2017-09-30
- Filed
- 2018-02-01
- IRS object ID
- 201810329349100506
- Schema version
- 2016v3.0
- 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 Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-02-01T12:20:29-06:00 | ReturnTs |
| Tax Period End | 2017-09-30 | 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 | 2016-10-01 | 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 | 2018-01-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WESLEY B HIYANE | PreparerPersonNm |
| PTIN | P00170760 | 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 | 2018-01-10 | IPDt |
| IP Tm | 20:15:30 | 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 | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | 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 | $341,473 | 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 | $20,869 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $5,300 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,300 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,464 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $40,104 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,464 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $35,633 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,764 | 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 | $2,743 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,743 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,674 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,674 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $763 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $320 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,500 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,674 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,743 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $40,445 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $40,445 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $47,945 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,674 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $43,188 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$12,312 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,090 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $12,221 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,421 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,421 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $17,356 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,845 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $21,251 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $282,348 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $287,443 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $318,801 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $311,925 | TotalAssetsBOYAmt |
| Total Assets EOY | $299,709 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $341,473 | 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 | $311,925 | RetainedEarningBOYAmt |
| Retained Earning EOY | $299,709 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $311,925 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $299,709 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $311,925 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $299,709 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $311,925 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$12,312 | ExcessRevenueOverExpensesAmt |
| Other Increases | $96 | OtherIncreasesAmt |
| Subtotal | $299,709 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $299,709 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $12,720 | $9,771 | $2,949 | $2,949 | |||
| 100.000 SHS - TESLA MOTORS INC | $23,949 | $20,869 | $3,080 | $3,080 | 2015-02-19 | 2017-01-20 | |
| Capital Gains Dividends | $3,435 | $3,435 | $3,435 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,464 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $23,564 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $299,087 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.078786 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $55,050 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $339,197 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.162295 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $52,002 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $358,479 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.145063 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $40,321 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $342,487 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.117730 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $82,249 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $271,130 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.303356 | DistributionYr5Rt |
| Total Distribution | 0.807230 | TotalDistributionRt |
| Average Distribution | 0.161446 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $336,342 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $54,301 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $111 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $54,412 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $43,188 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $222 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $222 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $222 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $680 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $680 | TotalPaymentsAndCreditsAmt |
| Overpayment | $458 | OverpaymentAmt |
| Applied To ES Tax | $458 | 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 | 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 | $318,245 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $23,219 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $341,464 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $341,464 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,122 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $336,342 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $16,817 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $16,817 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $222 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $222 | TotalTaxAmt |
| Distributable Before Adj | $16,595 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $16,595 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $16,595 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $43,188 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $43,188 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $43,188 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $16,595 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $69,106 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $24,173 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $34,556 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $38,426 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $9,286 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $175,547 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $43,188 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $16,595 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $26,593 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $202,140 | 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 | $69,106 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $133,034 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $24,173 | ExcessFromYear4Amt |
| Excess From Year3 | $34,556 | ExcessFromYear3Amt |
| Excess From Year2 | $38,426 | ExcessFromYear2Amt |
| Excess From Year1 | $9,286 | ExcessFromYear1Amt |
| Excess From Current Year | $26,593 | ExcessFromCurrentYearAmt |
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 (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Alzheimer's Association | |||||||
| 1050 Ala Moana Blvd Suite 2610 | Honolulu | HI | 968144932 | N/A | PUBLIC | CHARITABLE - GENERAL | $200 |
| American Heart Association | |||||||
| 677 Ala Moana Blvd Suite 600 | Honolulu | HI | 96813 | N/A | PUBLIC | CHARITABLE - GENERAL | $100 |
| AMERICAN PARKINSON DISEASE ASSOCIATION | |||||||
| 135 PARKINSON AVE PARKINSON PLAZA | STATEN ISLAND | NY | 10305 | N/A | PUBLIC | CHARITABLE - GENERAL | $50 |
| FRIENDS OF THE SMITHSONIAN | |||||||
| S DILLON RIPLEY CENTER SUITE 3150 | WASHINGTON DC | DC | 20013 | N/A | pUBLIC | CHARITABLE - GENERAL | $100 |
| Hawaii Bicycling League | |||||||
| 3442 Waialae Ave Suite 1 | Honolulu | HI | 96816 | N/A | PUBLIC | CHARITABLE - GENERAL | $600 |
| Hawaii Literacy | |||||||
| 245 N Kukui Street Suite 202 | hoNOLULU | HI | 96817 | n/A | pUBLIC | CHARITABLE - GENERAL | $430 |
| Hawaii Public Radio | |||||||
| 738 Kaheka Street | Honolulu | HI | 968143726 | N/A | PUBLIC | CHARITABLE - GENERAL | $365 |
| INTERNATIONAL CAMPAIGN FOR TIBET | |||||||
| 1825 JEFFERSON PLACE | NW WASHINGTON DC | DC | 20036 | N/A | PUBLIC | CHARITABLE - TO SUPPORT TIBETANS | $35 |
| JAPANESE AMERICAN NATIONAL MUSEUM | |||||||
| 100 NORTH CENTRAL AVE | LOS ANGELES | CA | 90012 | N/A | PUBLIC | CHARITABLE - GENERAL | $300 |
| Mid-Pacific Institute | |||||||
| 2445 Kaala Street | HoNOLULU | HI | 96822 | N/A | PUBLIC | CHARITABLE - KSK FUND TO SUPPORT LEARNING DIFFERENCES | $35,000 |
| NATIONAL GEOGRAPHIC SOCIETY | |||||||
| 1145 17TH STREET | NW WASHINGTON DC | DC | 20036 | N/A | PUBLIC | CHARITABLE - GENERAL | $100 |
| Parker United Methodist Church | |||||||
| 45-211 Waikalua Road PO Box 832 | Kaneohe | HI | 96744 | N/A | PUBLIC | CHARITABLE - SCHOLARSHIP FUND | $300 |
| PBS HAWAII | |||||||
| 2350 DOLE STREET | HONOLULU | HI | 96822 | n/A | PUBLIC | CHARITABLE - GENERAL | $365 |
| Shenpen Foundation | |||||||
| 26 Gartley Place | hoNOLULU | HI | 96817 | n/A | pUBLIC | CHARITABLE - GENERAL | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $40,445 | 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 | $5,300 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $9,464 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $14,764 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,764 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENNETH and SUE-ANN KOBATAKE | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99-1019 KAHUA PLACE | AddressLine1Txt |
| City | AIEA | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $24,376 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 100.000 SHS - TESLA MOTORS INC | NoncashPropertyDesc |
| Fair Market Value | $24,376 | FairMarketValueAmt |
| Received | 2017-01-19 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $2,743 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,743 | 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 | $10,845 | EOYBookValueAmt |
| EOYFMV | $21,251 | 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 | $287,443 | BookValueAmt |
| EOYFMV | $318,801 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROMOTIONS | Desc |
| Revenue And Expenses Per Books | $320 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Book/Tax Gain on sale of assets difference | Desc |
| Amt | $96 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $3,674 | Amt |
| Net Investment Income | $3,674 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAXES | CategoryTxt |
| Amt | $763 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |