KSK FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- KSK FOUNDATION (EIN 05-0630282)
- Tax period
- 2015-10-01 to 2016-09-30
- Filed
- 2016-12-13
- IRS object ID
- 201623489349100107
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-12-13T16:51:37-06:00 | ReturnTs |
| Tax Period End | 2016-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 990169131 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | N&K CPAS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 BISHOP ST STE 1700 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 968133696 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 050630282 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KSK FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KSKF | BusinessNameControlTxt |
| Phone | 8086821315 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | po box 701555 | AddressLine1Txt |
| City | KAPOLEI | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96709 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | kenneth kobatake | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8086821315 | PhoneNum |
| Signature | 2016-12-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WESLEY B HIYANE | PreparerPersonNm |
| PTIN | P00170760 | PTIN |
| Phone | 8085242255 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $317,442 | 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 | $7,934 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $5,051 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,051 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $31,993 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $55,148 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $31,993 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $44,978 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $37,044 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,772 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,772 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,267 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,267 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $265 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,304 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,267 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,772 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $20,792 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $20,792 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $27,096 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,267 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $23,564 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $17,882 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $33,777 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $10,680 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,221 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,221 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $17,356 | CorporateStockBOYAmt |
| Corporate Stock EOY | $17,356 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $23,877 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $265,589 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $282,348 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $281,344 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $293,625 | TotalAssetsBOYAmt |
| Total Assets EOY | $311,925 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $317,442 | 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 | $293,625 | RetainedEarningBOYAmt |
| Retained Earning EOY | $311,925 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $293,625 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $311,925 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $293,625 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $311,925 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $293,625 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $17,882 | ExcessRevenueOverExpensesAmt |
| Other Increases | $418 | OtherIncreasesAmt |
| Subtotal | $311,925 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $311,925 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 300.000 SHS - ABBOTT LABORATORIES | 2010-02-23 | 2016-07-27 | $12,785 | $7,934 | $4,851 | $4,851 | |
| 39.635 SHS - CONSULTING GRP LG CP GW INVEST | 2007-12-26 | 2015-10-08 | $811 | $649 | $162 | $162 | |
| 53.265 SHS - CONSULTING GRP LG CP GW INVEST | 2007-12-26 | 2016-01-12 | $829 | $872 | -$43 | -$43 | |
| 52.039 SHS - CONSULTING GRP LG CP EQ INVEST | 2007-12-26 | 2016-04-11 | $824 | $779 | $45 | $45 | |
| 741.198 SHS - CONSULTING GRP LG CP EQ INVEST | 2007-12-26 | 2016-05-24 | $12,000 | $12,141 | -$141 | -$141 | |
| 47.619 SHS - CONSULTING GRP LG CP EQ INVEST | 2007-12-26 | 2016-07-12 | $802 | $780 | $22 | $22 | |
| Capital Gains Dividends | $27,097 | $27,097 | $27,097 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $31,993 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $55,050 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $339,197 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.162295 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $52,002 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $358,479 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.145063 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $40,321 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $342,487 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.117730 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $82,249 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $271,130 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.303356 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $25,048 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $307,556 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.081442 | DistributionYr5Rt |
| Total Distribution | 0.809886 | TotalDistributionRt |
| Average Distribution | 0.161977 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $299,087 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $48,445 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $338 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $48,783 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $23,564 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $676 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $676 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $676 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $593 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $593 | TotalPaymentsAndCreditsAmt |
| Tax Due | $83 | 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 | HI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | KSK FOUNDATION | IndividualWithBooksNm |
| Phone | 8086821315 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | po box 701555 | AddressLine1Txt |
| City | KAPOLEI | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96709 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| KENNETH J KOBATAKE | ||||||||
| PO Box 701555 | KAPOLEI | HI | 96709 | president | 0.50 | $0 | $0 | $0 |
| SUE-ANN G KOBATAKE | ||||||||
| PO Box 701555 | KAPOLEI | HI | 96709 | vice president, treasurer | 0.50 | $0 | $0 | $0 |
| DAVIS HIGA | ||||||||
| PO Box 701555 | KAPOLEI | HI | 96709 | secretary | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $296,183 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,459 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $303,642 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $303,642 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,555 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $299,087 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $14,954 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $14,954 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $676 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $676 | TotalTaxAmt |
| Distributable Before Adj | $14,278 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $14,278 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $14,278 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $23,564 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $23,564 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $23,564 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $14,278 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $9,940 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $69,106 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $24,173 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $34,556 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $38,426 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $176,201 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $23,564 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $14,278 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,286 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $185,487 | 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 | $9,940 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $175,547 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $69,106 | ExcessFromYear4Amt |
| Excess From Year3 | $24,173 | ExcessFromYear3Amt |
| Excess From Year2 | $34,556 | ExcessFromYear2Amt |
| Excess From Year1 | $38,426 | ExcessFromYear1Amt |
| Excess From Current Year | $9,286 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KENNETH J KOBATAKE | ContributingManagerNm |
| Contributing Manager | SUE-ANN G KOBATAKE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Alzheimer's Association | |||||||
| 1050 Ala Moana Blvd Suite 2610 | Honolulu | HI | 968144932 | N/A | PUBLIC | CHARITABLE - GENERAL | $200 |
| American Diabetes Association | |||||||
| 1701 N Beauregard St | Alexandria | VA | 22311 | N/A | PUBLIC | CHARITABLE - GENERAL | $50 |
| American Heart Association | |||||||
| 677 Ala Moana Blvd Suite 600 | Honolulu | HI | 96813 | N/A | PUBLIC | CHARITABLE - GENERAL | $100 |
| American Lung Association | |||||||
| PO Box 30730 | Honolulu | HI | 968200730 | N/A | PUBLIC | CHARITABLE - GENERAL | $50 |
| Easter Seals | |||||||
| PO Box 30528 | Honolulu | HI | 968200528 | N/A | PUBLIC | CHARITABLE - GENERAL | $100 |
| Hawaii Bicycling League | |||||||
| 3442 Waialae Ave Suite 1 | Honolulu | HI | 96816 | N/A | PUBLIC | CHARITABLE - GENERAL | $510 |
| Hawaii Foodbank | |||||||
| 2611 Kilihau St | Honolulu | HI | 96819 | N/A | PUBLIC | CHARITABLE - GENERAL | $500 |
| Hawaii Literacy | |||||||
| 245 N Kukui Street Suite 202 | hoNOLULU | HI | 96817 | n/A | pUBLIC | CHARITABLE - GENERAL | $385 |
| Hawaii Public Radio | |||||||
| 738 Kaheka Street | Honolulu | HI | 968143726 | N/A | PUBLIC | CHARITABLE - GENERAL | $250 |
| Hawaiian Humane Society | |||||||
| 2700 Waialae Ave | HONOLULU | HI | 96826 | N/A | PUBLIC | CHARITABLE - GENERAL | $500 |
| March of Dimes | |||||||
| PO Box 30168 | Honolulu | HI | 968200168 | N/A | PUBLIC | CHARITABLE - GENERAL | $50 |
| Mid-Pacific Institute | |||||||
| 2445 Kaala Street | HoNOLULU | HI | 96822 | N/A | PUBLIC | CHARITABLE - KSK FUND TO SUPPORT LEARNING DIFFERENCES | $15,000 |
| Muscular Dystrophy Association | |||||||
| 222 S Riverside Plaza Suite 1500 | Chicago | IL | 60606 | N/A | PUBLIC | CHARITABLE - GENERAL | $35 |
| Parker United Methodist Church | |||||||
| 45-211 Waikalua Road PO Box 832 | Kaneohe | HI | 96744 | N/A | PUBLIC | CHARITABLE - SCHOLARSHIP FUND | $250 |
| PBS HAWAII | |||||||
| 2350 DOLE STREET | HONOLULU | HI | 96822 | n/A | PUBLIC | CHARITABLE - GENERAL | $250 |
| Shenpen Foundation | |||||||
| 26 Gartley Place | hoNOLULU | HI | 96817 | n/A | pUBLIC | CHARITABLE - GENERAL | $2,042 |
| The Nature Conservancy | |||||||
| 4245 N Fairfax Drive Suite 100 | Arlington | VA | 22203 | N/A | PUBLIC | CHARITABLE - GENERAL | $20 |
| Ulu A'e Learning Center | |||||||
| PO Box 700646 | Kapolei | HI | 96707 | N/A | PUBLIC | CHARITABLE - GENERAL | $350 |
| Vietnam Veterans Memorial Fund | |||||||
| 1235 South Clark Street Suite 910 | Arlington | VA | 22202 | N/A | PUBLIC | CHARITABLE - GENERAL | $50 |
| Wounded Warrior Project | |||||||
| 4899 Belfort Road Suite 300 | Jacksonville | FL | 32256 | N/A | PUBLIC | CHARITABLE - GENERAL | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $20,792 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,051 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $31,993 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $37,044 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $37,044 | 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 Person | KENNETH and SUE-ANN KOBATAKE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99-1019 KAHUA PLACE | AddressLine1Txt |
| City | AIEA | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $13,080 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 300.000 SHS ABBOTT LABORATORIES | NoncashPropertyDesc |
| Fair Market Value | $13,080 | FairMarketValueAmt |
| Received | 2016-07-26 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $2,772 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,772 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MSSB Investments #190289 - Valued at Cost | StockNm |
| EOY Book Value | $17,356 | EOYBookValueAmt |
| EOYFMV | $23,877 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MSSB Investments #190320 - MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $282,348 | BookValueAmt |
| EOYFMV | $281,344 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROMOTIONS | Desc |
| Revenue And Expenses Per Books | $265 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Book/Tax Gain on sale of assets difference | Desc |
| Amt | $418 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $3,267 | Amt |
| Net Investment Income | $3,267 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |