MASAYUKI AND HARUE TOKIOKA FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- MASAYUKI AND HARUE TOKIOKA FOUNDATION INC (EIN 99-0322018)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-04-07
- IRS object ID
- 201720979349101122
- 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
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-04-07T20:27:06-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 454612165 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Na N Wen CPA Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1150 South King Street Suite 1009 | AddressLine1Txt |
| City | Honolulu | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96814 | 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 | 990322018 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Masayuki & Harue Tokioka Foundation | BusinessNameLine1Txt |
| Business Name Line2 | C/O Franklin M Tokioka IIChairman | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MASA | BusinessNameControlTxt |
| Phone | 8085648261 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1132 Bishop Street Suite 2450 | AddressLine1Txt |
| City | Honolulu | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96813 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Franklin M Tokioka | PersonNm |
| Person Title | Chairman & President | PersonTitleTxt |
| Phone | 8085648261 | PhoneNum |
| Signature | 2017-03-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Na N Wen | PreparerPersonNm |
| PTIN | P01284079 | PTIN |
| Phone | 8085910055 | PhoneNum |
| Preparation | 2017-03-27 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.91.205.207 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-03-27 | IPDt |
| IP Tm | 16:19:04 | IPTm |
| IP Timezone | HS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 237BBF59BF03F022B227B70357D8B665634694CA | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 762C245DDA03247CBF7DD8744D0A346BCD628F46 | 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 | $630,973 | 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 | $170,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $40 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $40 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $40 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $8,204 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,204 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $8,204 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$37,669 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $281,307 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $6,521 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6,521 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $6,521 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $147,096 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,765 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $14,765 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,664 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,664 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $197 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $197 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $130 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $130 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,390 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,390 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,381 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,381 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $74,580 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $74,580 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $78,961 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,381 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $74,580 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $68,135 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,384 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $14,765 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $452,244 | CashBOYAmt |
| Cash EOY | $513,855 | CashEOYAmt |
| Cash EOYFMV | $578,995 | CashEOYFMVAmt |
| Other Assets BOY | $45,454 | OtherAssetsBOYAmt |
| Other Assets EOY | $51,978 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $51,978 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $497,698 | TotalAssetsBOYAmt |
| Total Assets EOY | $565,833 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $630,973 | 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 | $497,698 | RetainedEarningBOYAmt |
| Retained Earning EOY | $565,833 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $497,698 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $565,833 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $497,698 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $565,833 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $497,698 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $68,135 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $565,833 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $565,833 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| Stifel #1725 - Capital Gains Distributions | P | 2015-01-01 | 2016-12-31 | $26 | $26 | $26 | |
| Raymond James #6189 - Capital Gains Distributions | P | 2015-01-01 | 2016-12-31 | $2,277 | $2,277 | $2,277 | |
| BP PLC Sponsored Adr - 1000 shrs | P | 2016-06-27 | 2016-06-30 | $35,499 | $3,499 | $3,499 | $32,000 |
| Russell Glb Eq S - 1348.889 shrs | P | 2015-12-22 | 2016-02-08 | $11,992 | -$1,362 | -$1,362 | $13,354 |
| Russell US Str Eq - 638.907 shrs | P | 2015-12-22 | 2016-02-08 | $6,683 | -$808 | -$808 | $7,491 |
| Ishs MSCI Emg Mkt - 345 shrs | P | 2014-05-05 | 2016-02-08 | $10,150 | -$4,102 | -$4,102 | $14,252 |
| Russell Glb Eq S - 11744.949 shrs | P | 2014-12-23 | 2016-02-08 | $104,413 | -$23,564 | -$23,564 | $127,977 |
| Russell US Str Eq - 9518.39 shrs | P | 2014-12-23 | 2016-02-08 | $99,562 | -$11,805 | -$11,805 | $111,367 |
| Prosh Shrt Dow - 500 shrs | P | 2015-09-29 | 2016-07-05 | $10,705 | -$1,830 | -$1,830 | $12,535 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$37,669 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$501 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $93,350 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $490,404 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.190353 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $69,750 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $384,848 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.181240 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $134,550 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $374,894 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.358901 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $30,550 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $122,462 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.249465 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $44,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $32,256 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.379588 | DistributionYr5Rt |
| Total Distribution | 2.359547 | TotalDistributionRt |
| Average Distribution | 0.471909 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $417,039 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $196,804 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $104 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $196,908 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $74,580 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $208 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $208 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $208 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,862 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,862 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,654 | OverpaymentAmt |
| Applied To ES Tax | $1,654 | 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 | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Na N Wen CPA Inc | IndividualWithBooksNm |
| Phone | 8085910055 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1150 South King Street Suite 1009 | AddressLine1Txt |
| City | Honolulu | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96814 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| Dana M Tokioka | ||||||||
| 45-509C Halekou Road | Kaneohe | HI | 96744 | President & Director | 0.00 | $0 | $0 | $0 |
| Darcie S Tokioka | ||||||||
| 4524 28th Rd South AptA | Arlington | VA | 22206 | Treasurer & Director | 0.00 | $0 | $0 | $0 |
| Franklin M Tokioka II | ||||||||
| 5312 Kahalakua St | Honolulu | HI | 96821 | Chairman & Director | 0.00 | $0 | $0 | $0 |
| Tyler Tokioka | ||||||||
| 1064 Lunalilo Home Rd | Honolulu | HI | 96825 | V-President/Secretary & Di | 0.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Asian art work was displayed at various cultural exhibits. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $423,390 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $423,390 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $423,390 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,351 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $417,039 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $20,852 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $74,580 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $74,580 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $74,580 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $14,765 | CurrentYearAmt |
| Year1 | $17,307 | Year1Amt |
| Year2 | $19,242 | Year2Amt |
| Year3 | $17,446 | Year3Amt |
| Total | $68,760 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $12,550 | CurrentYearAmt |
| Year1 | $14,711 | Year1Amt |
| Year2 | $16,356 | Year2Amt |
| Year3 | $14,829 | Year3Amt |
| Total | $58,446 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $74,580 | CurrentYearAmt |
| Year1 | $93,350 | Year1Amt |
| Year2 | $69,750 | Year2Amt |
| Year3 | $134,550 | Year3Amt |
| Total | $372,230 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $74,580 | CurrentYearAmt |
| Year1 | $93,350 | Year1Amt |
| Year2 | $69,750 | Year2Amt |
| Year3 | $134,550 | Year3Amt |
| Total | $372,230 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $565,833 | CurrentYearAmt |
| Year1 | $497,698 | Year1Amt |
| Year2 | $496,075 | Year2Amt |
| Year3 | $370,380 | Year3Amt |
| Total | $1,929,986 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $565,833 | CurrentYearAmt |
| Year1 | $497,698 | Year1Amt |
| Year2 | $496,075 | Year2Amt |
| Year3 | $370,380 | Year3Amt |
| Total | $1,929,986 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Lionel Y Tokioka | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 918 Waiiki Street | AddressLine1Txt |
| City | Honolulu | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96821 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8085910055 | RecipientPhoneNum |
| Form And Info And Materials | Letter of inquiry should be submitted to the executive director. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | No deadlines - applications accepted on an ongoing basis. | SubmissionDeadlinesTxt |
| Restrictions On Awards | None | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Aloha Council Boy Scouts | |||||||
| 42 Puiwa Rd | Honolulu | HI | 96817 | None | Non-profit Organizat | Charitable contribution | $15,000 |
| Bishop Museum | |||||||
| 1525 Bernice Street | Honolulu | HI | 96817 | None | Non-profit Organizat | Charitable contribution | $1,000 |
| University of Hawaii Foundation | |||||||
| 2444 Dole St 105 | Honolulu | HI | 96822 | None | Non-profit Organizat | Charitable contribution | $12,500 |
| Turtle Island Restoration | |||||||
| PO Box 370 | Forest Knolls | CA | 94933 | None | Non-profit Organizat | Charitable contribution | $100 |
| Hawaii Theatre Center | |||||||
| 1130 Bethel Street | Honolulu | HI | 96813 | None | Non-profit Organizat | Charitable contribution | $1,000 |
| Hawaiian Humane Society | |||||||
| 2700 Waialae Ave | Honolulu | HI | 96826 | None | Non-profit Organizat | Charitable contribution | $1,000 |
| Japanese Cultural Center of Hawaii | |||||||
| 2454 S Beretania St 101 | Honolulu | HI | 96826 | None | Non-profit Organizat | Charitable contribution | $2,000 |
| Makiki Christian Church | |||||||
| 829 Pensacola S | Honolulu | HI | 96814 | None | Non-profit Organizat | Charitable contribution | $500 |
| Manoa Heritage Center | |||||||
| 2829 Manoa Rd | Honolulu | HI | 96822 | None | Non-profit Organizat | Charitable contribution | $880 |
| Mid-Pacific Institute | |||||||
| 2445 Kaala Street | Honolulu | HI | 96822 | None | Non-profit Organizat | Charitable contribution | $5,000 |
| NHF - HI | |||||||
| PO Box 6232 | Kaneohe | HI | 96744 | None | Non-profit Organizat | Charitable contribution | $250 |
| Hawaii Foodbank Inc | |||||||
| 2611 Kilihau St | Honolulu | HI | 96819 | None | Non-profit Organizat | Charitable contribution | $150 |
| YMCA | |||||||
| 1441 Pali Highway | Honolulu | HI | 96813 | None | Non-profit Organizat | Charitable contribution | $4,450 |
| Tiger Resources Inc | |||||||
| 26981 Highwood Cir | Laguna Hills | CA | 92653 | None | Non-profit Organizat | Charitable contribution | $11,500 |
| National Kidney Foundation | |||||||
| 1314 S King St 1555 | Honolulu | HI | 96814 | None | Non-profit Organizat | Charitable contribution | $2,000 |
| Kapiolani Health Foundation | |||||||
| 1319 Punahou Street | Honolulu | HI | 96826 | None | Non-profit Organizat | Charitable contribution | $1,000 |
| Sakura Matsuri Inc | |||||||
| 1759 Sutter St | San Francisco | CA | 94115 | None | Non-profit Organizat | Charitable contribution | $15,000 |
| Densho The Japanese American Legacy Project | |||||||
| 1416 S Jackson St | Seattle | WA | 98144 | None | Non-profit Organizat | Charitable contribution | $1,000 |
| St Louis High School | |||||||
| 3142 Waialae Ave | Honolulu | HI | 96816 | None | Non-profit Organizat | Charitable contribution | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $74,580 | 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 | $40 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,204 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531390 | BusinessCd |
| Unrelated Business Taxbl Incm | $6,521 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$37,669 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $6,521 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$29,425 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$22,904 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| THYM Inc | ||||||
| 1 | 1132 Bishop Street Suite 2450 | Honolulu | HI | 96813 | $70,000 | Yes (X) |
| Franklin M Tokioka | ||||||
| 2 | 925 Waiholo Street | Honolulu | HI | 96821 | $100,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fee | CategoryTxt |
| Amt | $2,664 | Amt |
| Net Investment Income | $2,664 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Artwork | $25,000 | $25,000 | $25,000 |
| Fifth Bedford Pines Apts - K-1 | $20,454 | $26,978 | $26,978 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Investment Fees | $1,376 | $1,376 | $0 | $0 |
| Rounding | -$1 | -$1 | $0 | $0 |
| License | $15 | $15 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Fifth Bedford Pines Apts. | Desc |
| Revenue And Expenses Per Books | $6,521 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $6,521 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,521 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Advisory Fee | CategoryTxt |
| Amt | $197 | Amt |
| Net Investment Income | $197 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Tax | CategoryTxt |
| Amt | $130 | Amt |
| Net Investment Income | $130 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |