GINGO & YAEKO TANAKA FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- GINGO & YAEKO TANAKA FAMILY FOUNDATION (EIN 81-4740532)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-15
- IRS object ID
- 201841359349102294
- 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
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Loans From Officers Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-15T16:57:37-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330532641 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAIMONDO PETTIT GROUP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21515 HAWTHORNE BL 1250 | AddressLine1Txt |
| City | TORRANCE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 905036583 | 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 | 814740532 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GINGO & YAEKO TANAKA FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GING | BusinessNameControlTxt |
| Phone | 3105405990 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18731 PORTOFINO DRIVE | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92603 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GLEN TANAKA | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3105405990 | PhoneNum |
| Signature | 2018-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIN S FUKUTO CPA | PreparerPersonNm |
| PTIN | P00292761 | PTIN |
| Phone | 3105405990 | PhoneNum |
| Preparation | 2018-05-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.109.44.66 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-05-14 | IPDt |
| IP Tm | 13:08:33 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A288FB8249B37556E456C7B1B57C2BC46588C851 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | DEB24BD95F28B5C7BDB8AF52434D8743758BA10C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $336,370 | 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 | $112,500 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,516 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,516 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $260 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $260 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $260 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $114,276 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,776 | 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 | $2 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $962 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $750 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $212 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $964 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $752 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $212 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,964 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $752 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,212 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $101,312 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,024 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $5,000 | CashEOYAmt |
| Cash EOYFMV | $5,000 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $240,000 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $143,155 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $143,155 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $104,939 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $107,181 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $81,082 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $81,034 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $240,000 | TotalAssetsBOYAmt |
| Total Assets EOY | $334,176 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $336,370 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $17,500 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $7,575 | AccountsPayableEOYAmt |
| Loans From Officers EOY | $2,789 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $17,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,364 | 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 | $222,500 | RetainedEarningBOYAmt |
| Retained Earning EOY | $323,812 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $222,500 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $323,812 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $240,000 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $334,176 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $222,500 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $101,312 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $323,812 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $323,812 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAINS DIVIDENDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $260 | GrossSalesPriceAmt |
| Gain Or Loss | $260 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $260 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $260 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $8,750 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $34,316 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.254983 | DistributionYr1Rt |
| Total Distribution | 0.254983 | TotalDistributionRt |
| Average Distribution | 0.254983 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $325,363 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $82,962 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $10 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $82,972 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $12,212 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $20 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $20 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $20 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $20 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | 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 | GLEN TANAKA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3105405990 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18731 PORTOFINO DRIVE | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92603 | 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| GLEN TANAKA | ||||||||
| 18731 PORTOFINO DRIVE | IRVINE | CA | 92603 | PRESIDENT, TREASURER, DIRECTOR | 2.00 | $0 | $0 | $0 |
| GERALD TANAKA | ||||||||
| 2019 WEST 232ND STREET | TORRANCE | CA | 90501 | SECRETARY, DIRECTOR | 2.00 | $0 | $0 | $0 |
| KAREN TANAKA | ||||||||
| 2019 WEST 232ND STREET | TORRANCE | CA | 90501 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| PAUL MATOBA | ||||||||
| 2375 W 229TH PLACE | TORRANCE | CA | 90501 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| KRISTEN TANAKA | ||||||||
| 18731 PORTOFINO DRIVE | IRVINE | CA | 92603 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| MELISSA TANAKA | ||||||||
| 18731 PORTOFINO DRIVE | IRVINE | CA | 92603 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| JOYCE TONOOKA | ||||||||
| 18731 PORTOFINO DRIVE | IRVINE | CA | 92603 | DIRECTOR | 2.00 | $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 | $117,395 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $212,923 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $330,318 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $330,318 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,955 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $325,363 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $16,268 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $16,268 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $20 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $20 | TotalTaxAmt |
| Distributable Before Adj | $16,248 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $16,248 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $16,248 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,212 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $12,212 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $12,212 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $16,248 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $8,604 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,604 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $12,212 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12,212 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $4,036 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $4,036 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,568 | 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 | $4,568 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $4,568 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GLEN TANAKA | ContributingManagerNm |
| Contributing Manager | GERALD TANAKA | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| NORTH HIGH SCHOOL | |||||||
| 3620 WEST 182ND STREET | TORRANCE | CA | 90504 | NONE | PC | 6 SCIENCE SCHOLARSHIPS | $6,000 |
| GO FOR BROKE NATIONAL EDUCATION CENTER | |||||||
| 355 EAST 1ST STREET SUITE 200 | LOS ANGELES | CA | 90012 | NONE | PC | EDUCATIONAL ACTIVITIES & STUDENT SEMINARS | $2,000 |
| GARDENA VALLEY JAPANESE CULTURAL INSTITUTE | |||||||
| 1964 WEST 162ND STREET | GARDENA | CA | 90247 | NONE | PC | SENIOR CITIZEN ACTIVITIES | $2,000 |
| JAPANESE AMERICAN NATIONAL MUSEUM | |||||||
| 100 NORTH CENTRAL AVE | LOS ANGELES | CA | 90012 | NONE | PC | EDUCATIONAL ACTIVITIES | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,000 | 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 | $1,516 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $260 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,776 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,776 | 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 | GLEN & JOYCE TANAKA | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18731 PORTOFINO DRIVE | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $112,500 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 474.674 SHS PRUDENTIAL TOTAL RETURN BOND | $6,911 | $6,930 |
| 1,990.491 SHS PIMCO INCOME FUND INSTITUTIONAL CLASS SHS #1821 | $24,765 | $24,702 |
| 385 SHS ISHARES TR CORE US AGGBD ET | $42,107 | $42,092 |
| 44 SHS ISHARES TR US CR BD ETF | $4,916 | $4,929 |
| 238.831 SHS BLACKROCK STRAT INCOME OPPORTUNITIES PORT CLASS K FUND #1944 | $2,383 | $2,381 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (77 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 4 SHS ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR | $446 | $447 |
| 4 SHS NOVARTIS A G SPONSORED ADR | $337 | $337 |
| 12 SHS ROCHE HLDG LTD SPONSORED ADR | $362 | $379 |
| 9 SHS CHEVRON CORP NEW COM | $1,055 | $1,127 |
| 5 SHS PHILLIPS 66 COM | $461 | $506 |
| 5 SHS PPG INDS INC COM | $575 | $584 |
| 5 SHS PRAXAIR INC COM | $715 | $773 |
| 2 SHS 3M CO COM | $444 | $471 |
| 5 SHS HONEYWELL INTL INC COM | $721 | $766 |
| 1 SH LOCKHEED MARTIN CORP COM | $314 | $320 |
| PARKER HANNIFIN CORP COM | $731 | $798 |
| UNITED PARCEL SERVICE INC CL B | $589 | $596 |
| VF CORP COM | $406 | $444 |
| MCDONALDS CORP COM | $325 | $344 |
| COMCAST CORP NEW CL A | $883 | $961 |
| DISNEY WALT CO COM. DISNEY | $397 | $430 |
| TIME WARNER INC. COM NEW | $275 | $274 |
| HOME DEPOT INC. COM | $827 | $948 |
| TARGET CORP COM | $354 | $392 |
| ALTRIA GROUP INC. COM | $573 | $643 |
| COCA COLA CO COM | $1,012 | $1,009 |
| MONDELEZ INTL INC CL A | $651 | $642 |
| PEPSICO INC. COM | $443 | $480 |
| PHILIP MORRIS INTL INC COM | $542 | $528 |
| PROCTER AND GAMBLE CO COM | $1,072 | $1,103 |
| ABBOTT LABS COM | $1,107 | $1,141 |
| UNITEDHEALTH GROUP INC. COM | $200 | $220 |
| 1 SH AMGEN INC. COM | $186 | $174 |
| 12 SH BRISTOL MYERS SQUIBB CO COM | $762 | $735 |
| 9 SHS GILEAD SCIENCES INC. COM | $696 | $645 |
| 14 SHS MERCK & CO INC. COM | $855 | $788 |
| 34 SHS PFIZER INC. COM | $1,222 | $1,231 |
| 4 SHS AMERICAN TOWER CORP NEW COM | $566 | $571 |
| 20 SHS OUTFRONT MEDIA INC. COM | $476 | $464 |
| 27 SHS WEYERHAEUSER CO COM | $911 | $917 |
| 73 SHS HUNTINGTON BANCSHARES INC. COM | $1,019 | $1,063 |
| 12 SHS JPMORGAN CHASE & CO COM | $1,179 | $1,283 |
| 3 SHS PNC FINL SVCS GROUP INC. | $415 | $433 |
| 12 SHS WELLS FARGO CO NEW COM | $658 | $728 |
| 14 SHS BANK NEW YORK MELLON CORP COM | $738 | $754 |
| 1 SH CME GROUP INC. COM CL A | $136 | $146 |
| 4 SHS PRUDENTIAL FINL INC. COM | $439 | $460 |
| 27 SHS MICROSOFT CORP COM | $2,138 | $2,310 |
| 18 SHS ORACLE CORP COM | $891 | $851 |
| 7 SHS PAYCHEX INC. COM | $446 | $477 |
| 12 SHS APPLE INC. COM | $1,922 | $2,031 |
| 36 SHS CISCO SYS INC. COM | $1,229 | $1,379 |
| 9 SHS ANALOG DEVICES INC. COM | $803 | $801 |
| 10 SHS QUALCOMM INC. COM | $539 | $640 |
| 9 SHS XILINX INC COM | $648 | $607 |
| 24 SHS AT&T INC COM | $858 | $933 |
| 22 SHS VERIZON COMMUNICATIONS INC COM | $1,061 | $1,164 |
| 9 SHS DUKE ENERGY CORP NEW COM NEW | $783 | $757 |
| 9 SHS WEC ENERGY GROUP INC. COM | $596 | $598 |
| 42 SHS T ROWE PRICE NEW HORIZONS CLASS I FUND #532 | $2,343 | $2,211 |
| 49.96 SHS TIAA-CREF MID-CAP VALUE INSTL FUND #1603 | $1,163 | $1,171 |
| 35.111 SHS UNDISCOVERED MANAGERS BEHAVIORAL VALUE INSTITUTIONAL #1368 | $2,465 | $2,455 |
| 115.157 SHS DODGE & COX INTERNATIONAL STOCK FUND #1048 | $5,381 | $5,334 |
| 160.228 SHS MFS INTERNATIONAL GROWHT R6 #4805 FUND | $5,377 | $5,411 |
| 9 SHS SCHLUMBERGER LTD COM | $588 | $607 |
| 27 SHS SUNCOR ENERGY INC. NEW COM | $933 | $991 |
| 9 SHS CARNIVAL CORP UNIT | $591 | $597 |
| 9 SHS MEDTRONIC PLC SHS | $713 | $727 |
| 1 SH ALLERGAN PLC SHS | $207 | $164 |
| 23 SHS INVESCO LTD SHS | $835 | $840 |
| 3 SHS CHUBB LIMITED COM | $443 | $438 |
| 7 SHS TE CONNECTIVITY LTD REG SHS | $616 | $665 |
| 23 SHS VANGUARD INDEX FDS MID CAP ETF | $3,424 | $3,560 |
| 65 SHS VANGUARD INDEX FDS SMALL CP ETF | $9,295 | $9,607 |
| 263 SHS ISHARES TR 0.0000% | $7,800 | $7,807 |
| 325 SHS VANGUARD TAX MANAGED INTL FD FTSE DEV MKT | $14,343 | $14,580 |
| 57 SHS VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF | $2,552 | $2,617 |
| 106.321 SHS PARAMETRIC COMMODITY STRATEGY FUND INSTIT CLASS SHARES #601 | $575 | $577 |
| 179.441 SHS AQR EQUITY MARKET NEUTRAL FUND CLASS R-6 #15296 | $2,309 | $2,198 |
| 99.852 SHS ARBITRAGE FUND CLASS I SHS #1000 | $1,348 | $1,306 |
| 175.48 SHS AQR MANAGED FUTURES STRATEGY FUND CLASS R-6 FUND #15282 | $1,604 | $1,621 |
| 199.613 SHS NATIXIS ASG MANAGED FUTURES STRATEGY FUND CLASS Y SHS #2608 | $2,045 | $2,094 |
Loans From Officers Schedule LoansFromOfficersSchedule
Loans From Officer LoansFromOfficerGrp (2 entries)
| TitleTitleTxt | Loan OriginalLoanOriginalAmt | Balance DueBalanceDueAmt | NoteNoteDt | Security Provided BorrowerSecurityProvidedBorrowerTxt | Loan PurposeLoanPurposeTxt |
|---|---|---|---|---|---|
| GLEN TANAKA | |||||
| BOARD MEMBER | $2,435 | $2,485 | 2017-12 | NONE | PAID FOR FOUNDATION EXPENSES |
| JOYCE TONOOKA | |||||
| BOARD MEMBER | $304 | $304 | 2017-12 | NONE | PAID FOR FOUNDATION EXPENSES |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $598 | $598 | $0 |
| OFFICE EXPENSES | $304 | $152 | $152 |
| FILING FEES | $10 | $0 | $10 |
| REGISTRATION FEE | $50 | $0 | $50 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| GERALD TANAKA | |||
| 2019 WEST 232ND STREET | TORRANCE | CA | 905015801 |
| GLEN TANAKA | |||
| 18731 PORTOFINO DRIVE | IRVINE | CA | 926033404 |
| JOYCE TANAKA | |||
| 18731 PORTOFINO DRIVE | IRVINE | CA | 926033404 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $2 | Amt |
| Net Investment Income | $2 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |