FINANCE FACTORS FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- FINANCE FACTORS FOUNDATION (EIN 31-1642776)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202523219349104012
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T12:14:01-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 575 MARKET STREET SUITE 3300 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941055829 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311642776 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FINANCE FACTORS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FINA | BusinessNameControlTxt |
| Phone | 8085483393 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1164 BISHOP STREET 1089 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 968132815 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY J ALFANO | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8085483393 | PhoneNum |
| Signature | 2025-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DIANE KIRMACI | PreparerPersonNm |
| PTIN | P01578407 | PTIN |
| Phone | 4155761100 | PhoneNum |
| Preparation | 2025-11-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,369,197 | 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 | $18 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $18 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $55,537 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $55,537 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $69,817 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $123,177 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $69,817 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $64,578 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $200 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $189,950 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $125,572 | 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 | $3,476 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,738 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,738 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $15,347 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,347 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,747 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $34,570 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,085 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,738 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $101,306 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $93,956 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $135,876 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,085 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $95,694 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $54,074 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $108,487 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,134 | CashBOYAmt |
| Cash EOY | $27,032 | CashEOYAmt |
| Cash EOYFMV | $27,032 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $187,442 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $183,230 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $183,230 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,302,956 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,341,828 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,131,835 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $27,100 | OtherAssetsBOYAmt |
| Other Assets EOY | $27,100 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $27,100 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,527,632 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,579,190 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,369,197 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $1,527,632 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,579,190 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,527,632 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,579,190 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,527,632 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,579,190 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,527,632 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $54,074 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,100 | OtherIncreasesAmt |
| Subtotal | $1,582,806 | SubtotalAmt |
| Other Decreases | $3,616 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,579,190 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | TOTAL GAIN ON SALE OF PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $123,177 | GrossSalesPriceAmt |
| Cost Or Other Basis | $53,360 | CostOrOtherBasisAmt |
| Gain Or Loss | $69,817 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $69,817 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $69,817 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,508 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,508 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,508 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,984 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,984 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,476 | OverpaymentAmt |
| Applied To ES Tax | $3,476 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | HI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | KRISTI MAYNARD | IndividualWithBooksNm |
| Phone | 8085484906 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1164 BISHOP STREET SUITE 1089 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 968132815 | 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 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 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 |
|---|---|---|---|---|---|---|---|---|
| RUSSELL J LAU | ||||||||
| 1503 UALAKAA PLACE | HONOLULU | HI | 96822 | PRESIDENT/DIRECTOR | 0.30 | $0 | $0 | $0 |
| JEFFREY D LAU | ||||||||
| 4734 ANALII STREET | HONOLULU | HI | 96825 | V.P./DIRECTOR | 0.20 | $0 | $0 | $0 |
| JENNIFER J LAU | ||||||||
| 1164 BISHOP STREET STE 1089 | HONOLULU | HI | 96813 | V.P./DIRECTOR | 0.20 | $0 | $0 | $0 |
| JEFFREY J ALFANO | ||||||||
| 1164 BISHOP STREET STE 1089 | HONOLULU | HI | 96813 | TREASURER | 0.40 | $0 | $0 | $0 |
| ALANA PEACOTT-RICARDOS | ||||||||
| 1164 BISHOP STREET STE 1089 | HONOLULU | HI | 96813 | SECRETARY | 0.20 | $0 | $0 | $0 |
| PEARL FONG | ||||||||
| 1565 ALA AMOAMO STREET | HONOLULU | HI | 96819 | DIRECTOR | 0.20 | $0 | $0 | $0 |
| JENNIFER CHAPMAN | ||||||||
| 91-1036 KAUOHA STREET | EWA BEACH | HI | 96706 | DIRECTOR | 0.20 | $0 | $0 | $0 |
| DALE FONG | ||||||||
| 1446-C ALEWA DRIVE | HONOLULU | HI | 96817 | DIRECTOR | 0.20 | $0 | $0 | $0 |
| VICKI LAU | ||||||||
| 1164 BISHOP STREET STE 1089 | HONOLULU | HI | 96813 | DIRECTOR | 0.20 | $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 | $2,026,172 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $207,861 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $27,100 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,261,133 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,261,133 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $33,917 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,227,216 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $111,361 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $111,361 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,508 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,508 | TotalTaxAmt |
| Distributable Before Adj | $109,853 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $109,853 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $109,853 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $95,694 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $95,694 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $109,853 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $32,090 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $95,694 | QualifyingDistributionsAmt |
| Applied To Year1 | $32,090 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $63,604 | 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 | $46,249 | 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 | KRISTI MAYNARD | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1164 BISHOP STREET SUITE 1089 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96813 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8085483393 | RecipientPhoneNum |
| Recipient Email Address | KRISTIM@FINANCEFACTORS.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | APPLICANT MUST SUBMIT WRITTEN INFORMATION CONCERNING THEIR ORGANIZATION AND ITS PURPOSE FOR REVIEW BY THE BOARD OF DIRECTORS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AHAHUI KOA ANENUE | |||||||
| 1337 LOWER CAMPUS ROAD | HONOLULU | HI | 96822 | N/A | PC | EDUCATION | $20,000 |
| ALOHA COUNCIL BOY SCOUTS OF AMERICA | |||||||
| 42 PUIWA ROAD | HONOLULU | HI | 96817 | N/A | PC | COMMUNITY & CIVIC AFFAIRS | $100 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 677 ALA MOANA BLVD SUITE 301 | HONOLULU | HI | 96813 | N/A | PC | HEALTH & HUMAN SERVICES | $250 |
| AMERICAN HEART ASSOCIATION | |||||||
| 677 ALA MOANA BLVD SUITE 600 | HONOLULU | HI | 968135485 | N/A | PC | HEALTH & HUMAN SERVICES | $50 |
| AMERICAN JUDICATURE SOCIETY | |||||||
| PO BOX 656 | HONOLULU | HI | 96809 | N/A | PC | COMMUNITY & CIVIC AFFAIRS | $6,500 |
| ASSETS SCHOOL | |||||||
| 1 OHANA NUI WAY | HONOLULU | HI | 96818 | N/A | PC | HEALTH & HUMAN SERVICES | $10,000 |
| BOOKS 4 KEIKI | |||||||
| 1129 MONA STREET | HONOLULU | HI | 96821 | N/A | PC | COMMUNITY & CIVIC AFFAIRS | $200 |
| CHAMBER MUSIC HAWAII | |||||||
| PO BOX 61939 | HONOLULU | HI | 96839 | N/A | PC | COMMUNITY & CIVIC AFFAIRS | $2,500 |
| CHINATOWN COMMUNITY FOUNDATION | |||||||
| 8 SOUTH KING STREET SUITE 201 | HONOLULU | HI | 96813 | N/A | PC | COMMUNITY & CIVIC AFFAIRS | $1,150 |
| EAST-WEST CENTER FOUNDATION | |||||||
| 1601 EAST-WEST ROAD | HONOLULU | HI | 968481601 | N/A | PC | COMMUNITY & CIVIC AFFAIRS | $500 |
| FAMILY HUI HAWAII | |||||||
| 1164 BISHOP STREET SUITE 1506 | HONOLULU | HI | 96813 | N/A | PC | COMMUNITY & CIVIC AFFAIRS | $1,500 |
| GIRL SCOUTS OF HAWAII | |||||||
| 410 ATKINSON DRIVE SUITE 2E1 BOX 3 | HONOLULU | HI | 96814 | N/A | PC | COMMUNITY & CIVIC AFFAIRS | $5,000 |
| HAWAII FOODBANK | |||||||
| 26-11-A KILIHAU STREET | HONOLULU | HI | 96813 | N/A | PC | HEALTH & HUMAN SERVICES | $761 |
| HAWAII GOVERNMENT EMPLOYEE'S ASSOCIATION | |||||||
| PO BOX 2576 | HONOLULU | HI | 96803 | N/A | PC | COMMUNITY & CIVIC AFFAIRS | $750 |
| HAWAII HOMEOWNERSHIP CENTER | |||||||
| 1259 AALA STREET SUITE 201 | HONOLULU | HI | 968132991 | N/A | PC | HEALTH & HUMAN SERVICES | $2,800 |
| HAWAII WOMEN'S LEGAL FOUNDATION | |||||||
| PO BOX 2576 | HONOLULU | HI | 96803 | N/A | PC | COMMUNITY & CIVIC AFFAIRS | $3,000 |
| HONOLULU SYMPHONY FOUNDATION | |||||||
| 3610 WAIALAE AVENUE | HONOLULU | HI | 96816 | N/A | PC | COMMUNITY & CIVIC AFFAIRS | $1,000 |
| HONOLULU THEATRE FOR YOUTH | |||||||
| 1164 BISHOP STREET SUITE 910 | HONOLULU | HI | 96813 | N/A | PC | COMMUNITY & CIVIC AFFAIRS | $3,700 |
| JUNIOR ACHIEVEMENT OF HAWAII | |||||||
| 1888 KALAKAUA AVENUE SUITE C-312 | HONOLULU | HI | 96815 | N/A | PC | COMMUNITY & CIVIC AFFAIRS | $3,500 |
| KEIKI O KA AINA FAMILY LEARNING CENTERS | |||||||
| 3097 KALIHI STREET | HONOLULU | HI | 96819 | N/A | PC | EDUCATION | $2,500 |
| MAKING ENDS MEET | |||||||
| PO BOX 1845 | AIEA | HI | 96701 | N/A | PC | COMMUNITY & CIVIC AFFAIRS | $1,000 |
| NATIVE HAWAIIAN LEGAL CORPORATION | |||||||
| 1164 BISHOP STREET SUITE 1205 | HONOLULU | HI | 96813 | N/A | PC | COMMUNITY & CIVIC AFFAIRS | $2,500 |
| OAHU SPCA | |||||||
| 823 OLIVE AVENUE | WAHIAWA | HI | 96786 | N/A | PC | COMMUNITY & CIVIC AFFAIRS | $20 |
| PACIFIC CENTURY FELLOWS | |||||||
| PO BOX 16100 | HONOLULU | HI | 96816 | N/A | PC | COMMUNITY & CIVIC AFFAIRS | $1,000 |
| PACIFIC FLEET SUBMARINE MEMORIAL ASSOCIATION | |||||||
| 11 ARIZONA MEMORIAL DRIVE | HONOLULU | HI | 968133104 | N/A | PC | COMMUNITY & CIVIC AFFAIRS | $500 |
| SHIDLER ALUMNI ASSOCIATION | |||||||
| 2404 MAILE WAY A303F | HONOLULU | HI | 96822 | N/A | PC | EDUCATION | $5,000 |
| TEACH FOR AMERICA | |||||||
| 500 ALA MOANA BOULEVARD SUITE 3-580 | HONOLULU | HI | 96813 | N/A | PC | EDUCATION | $1,000 |
| THE GIFT FOUDNATION OF HAWAII | |||||||
| PO BOX 26297 | HONOLULU | HI | 968256297 | N/A | PC | COMMUNITY & CIVIC AFFAIRS | $6,000 |
| VOLUNETTER LEGAL SERVICES HAWAII | |||||||
| 545 QUEEN STREET SUITE 100 | HONOLULU | HI | 96813 | N/A | PC | COMMUNITY & CIVIC AFFAIRS | $1,500 |
| YWCA O'AHU | |||||||
| 1040 RICHARDS STREET | HONOLULU | HI | 96813 | N/A | PC | COMMUNITY & CIVIC AFFAIRS | $2,400 |
| SHRINER'S CHILDREN'S HOSPITAL | |||||||
| 1210 PUNAHOU STREET | HONOLULU | HI | 96826 | N/A | PC | HEALTH & HUMAN SERVICES | $25 |
| THE LEGAL CLINIC | |||||||
| 1188 BISHOP STREET SUITE 3209 | HONOLULU | HI | 96813 | N/A | PC | COMMUNITY & CIVIC AFFAIRS | $3,000 |
| THE SHELTER | |||||||
| 3400 MOANALUA ROAD | HONOLULU | HI | 96819 | N/A | PC | COMMUNITY & CIVIC AFFAIRS | $1,000 |
| THE UNIVERSITY OF HAWAII FOUNDATION | |||||||
| 1810 UNIVERSITY AVENUE SUITE 300 | HONOLULU | HI | 96822 | N/A | PC | EDUCATION | $3,000 |
| YMCA OF HONOLULU | |||||||
| 1441 PALI HIGHWAY | HONOLULU | HI | 96813 | N/A | PC | COMMUNITY & CIVIC AFFAIRS | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $93,956 | 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 | $18 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $55,537 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $200 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $69,817 | ExclusionAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 25 | ExclusionCd |
| Exclusion | $64,378 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $189,950 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $189,950 | 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 | $3,476 | Amt |
| Net Investment Income | $1,738 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,738 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMON AND PREFERRED STOCKS | $859,630 | $1,656,112 |
| MUTUAL FUNDS AND OTHER | $482,198 | $475,723 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ARTWORK INVENTORY | Desc |
| BOY Book Value | $27,100 | BOYBookValueAmt |
| EOY Book Value | $27,100 | EOYBookValueAmt |
| EOYFMV | $27,100 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO COST BASIS | Desc |
| Amt | $3,616 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME | $200 | $200 | $200 |
| GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS | $64,378 | $64,378 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $1,100 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $15,347 | Amt |
| Net Investment Income | $15,347 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $13,629 | $0 | $0 |
| STATE TAXES | $2,118 | $0 | $0 |