RIGHTS EDUCATION ADOPTION & PROTECTION FOR ANIMAL WELFARE FOUN: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- RIGHTS EDUCATION ADOPTION & PROTECTION FOR ANIMAL WELFARE FOUN (EIN 06-1498082)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-15
- IRS object ID
- 201711359349104226
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-15T15:27:38-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 482 WAIAKOA ROAD | AddressLine1Txt |
| City | KULA MAUI | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96790 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD BUCKLEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8088781100 | PhoneNum |
| Signature | 2017-05-12 | 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 | 2017-05-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.9.6.81 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-12 | IPDt |
| IP Tm | 10:09:24 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 72F350F4E018C0582B3C504A74917B489E635E7F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 72F350F4E018C0582B3C504A74917B489E635E7F | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,365,945 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $60,727 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $60,727 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $78,005 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $870,086 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $78,005 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $346 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $346 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $139,079 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $139,079 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $40,200 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $12,060 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $28,140 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $3,029 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $909 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $2,120 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $870 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $261 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $609 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,425 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,425 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $22,355 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $22,355 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,044 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,200 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $360 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $840 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,720 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $816 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,904 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $77,268 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $39,186 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $36,038 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $86,855 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $86,855 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $164,123 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $39,186 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $122,893 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$25,044 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $99,893 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $88,060 | CashBOYAmt |
| Cash EOY | $61,650 | CashEOYAmt |
| Cash EOYFMV | $61,650 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,725 | SavAndTempCashInvstBOYAmt |
| Prepaid Expenses EOY | $551 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $551 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $1,918,782 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,925,322 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,303,744 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,012,567 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,987,523 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,365,945 | 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 | $2,012,567 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,987,523 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,012,567 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,987,523 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,012,567 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,987,523 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,012,567 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$25,044 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,987,523 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,987,523 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - MORGAN STANLEY -087 | $121,452 | $54,965 | $66,487 | $66,487 |
| PUBLICLY TRADED SECURITIES - MORGAN STANLEY -190 | $547,101 | $561,957 | -$14,856 | -$14,856 |
| PUBLICLY TRADED SECURITIES - MORGAN STANLEY -203 | $98,163 | $75,279 | $22,884 | $22,884 |
| PUBLICLY TRADED SECURITIES - MORGAN STANLEY -204 | $102,473 | $99,880 | $2,593 | $2,593 |
| BLACKSTONE GROUP LP - BASIS ADJUSTMENT ON SALE OF UNITS | $508 | $508 | $508 | |
| KKR FINANCIAL HOLIDNGS LLC - BASIS ADJUSTMENT ON SALE OF UNITS | $389 | $389 | $389 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $78,005 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $119,404 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,418,213 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049377 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $126,179 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,495,309 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050566 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $117,583 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,312,560 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050845 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $82,651 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,079,691 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.039742 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $84,184 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,149,364 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.039167 | DistributionYr5Rt |
| Total Distribution | 0.229697 | TotalDistributionRt |
| Average Distribution | 0.045939 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,298,486 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $105,590 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $999 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $106,589 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $122,893 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $999 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $999 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $999 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,550 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,550 | TotalPaymentsAndCreditsAmt |
| Overpayment | $551 | OverpaymentAmt |
| Applied To ES Tax | $551 | 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 | 482 WAIAKOA ROAD | AddressLine1Txt |
| City | KULA MAUI | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96790 | 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 |
|---|---|---|---|---|---|---|---|---|
| LYNNE MILLER | ||||||||
| 482 WAIAKOA ROAD KULA | MAUI | HI | 96790 | BOARD OF DIRECTOR | 1.00 | $0 | $0 | $0 |
| RICHARD B BUCKLEY | ||||||||
| 482 WAIAKOA ROAD KULA | MAUI | HI | 96790 | PRESIDENT / EXEC DIRECTOR | 13.00 | $40,200 | $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 | 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 | $2,198,684 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $134,804 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,333,488 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,333,488 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $35,002 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,298,486 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $114,924 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $114,924 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $999 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $999 | TotalTaxAmt |
| Distributable Before Adj | $113,925 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $113,925 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $113,925 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $122,893 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $122,893 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $999 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $121,894 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $113,925 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $79,726 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $122,893 | QualifyingDistributionsAmt |
| Applied To Year1 | $79,726 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $43,167 | 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 | $70,758 | 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 | 482 WAIAKOA ROAD KULA | AddressLine1Txt |
| City | MAUI | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96790 | 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 (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A CUP OF COLD WATER | |||||||
| 2140 MAIN STREET | WAILUKU | HI | 96793 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $3,000 |
| 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 |
| COMMONWEALTH FELINE ORGANIZATION | |||||||
| 100 MACY STREET STE F-313 | AMESBURY | MA | 01913 | 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 |
| EAST MAUI ANIMAL RESCUE | |||||||
| 25 MALU AINA PLACE | HAIKU | HI | 96708 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $1,000 |
| 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 |
| HAKU BALDWIN CENTER | |||||||
| 444 MAKAWAO AVE | MAKAWAO | HI | 96768 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $1,250 |
| 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 |
| IMUA FAMILY SERVICES | |||||||
| 95 MAHALANI ST STE 19A | WAILUKU | HI | 96793 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $2,750 |
| 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 | $1,000 |
| MAUI ARTS & CULTURAL CENTER | |||||||
| ONE CAMERON WAY | KAHULUI | HI | 96732 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $4,000 |
| 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 KEIKE O EMALIA | |||||||
| 745 FORT ST STE 1500 | HONOLULU | HI | 96813 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $3,000 |
| 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 |
| 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 | $1,300 |
| PET PREVENT A LITTER | |||||||
| PO BOX 401 | SAN MARCOS | TX | 78667 | 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 |
| ST JOHN'S CHURCH KULA FESTIVAL | |||||||
| 8992 KULA HIGHWAY | KULA | HI | 96790 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $455 |
| 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 | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $86,855 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $60,727 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $346 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $78,005 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $139,079 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $139,079 | 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 | $4,850 | Amt |
| Net Investment Income | $2,425 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,425 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MORGAN STANLEY | StockNm |
| EOY Book Value | $1,925,322 | EOYBookValueAmt |
| EOYFMV | $2,303,744 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $870 | LegalFeesAmt |
| Net Investment Income | $261 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $609 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $774 | $232 | $542 |
| TELEPHONE | $614 | $184 | $430 |
| MISCELLANEOUS | $1,332 | $400 | $932 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PASS-THROUGH: BLACKSTONE GROUP LP | $221 | $221 | $221 |
| PASS-THROUGH: KKR FINANCIAL HOLDINGS LLC | $125 | $125 | $125 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $22,355 | Amt |
| Net Investment Income | $22,355 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX - PRIOR YEAR BALANCE DUE AND ESTIMATES | $1,045 | $0 | $0 |
| EXCISE TAX - CURRENT YEAR LIABILITY | $999 | $0 | $0 |