KSK FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- KSK FOUNDATION (EIN 05-0630282)
- Tax period
- 2014-10-01 to 2015-09-30
- Filed
- 2016-02-04
- IRS object ID
- 201610359349100116
- Schema version
- 2014v6.0
- 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
- 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 | 2016-02-04T20:08:03-06:00 | ReturnTs |
| Tax Period End | 2015-09-30 | 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 | 2014-10-01 | 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 | 2016-02-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN S ISOBE | PreparerPersonNm |
| PTIN | P00737357 | PTIN |
| Phone | 8085242255 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $300,923 | 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 | $2,903 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $19,435 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,435 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $832 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $51,432 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $832 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $23,170 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $20,267 | 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 | $3,031 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,031 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,457 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,457 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $882 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,370 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,457 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,031 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $52,187 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $52,187 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $59,557 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,457 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $55,218 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$36,387 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,810 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $18,050 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,680 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,580 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $62,106 | CorporateStockBOYAmt |
| Corporate Stock EOY | $17,356 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $21,234 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $249,773 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $265,589 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $268,109 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $329,929 | TotalAssetsBOYAmt |
| Total Assets EOY | $293,625 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $300,923 | 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 | $329,929 | RetainedEarningBOYAmt |
| Retained Earning EOY | $293,625 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $329,929 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $293,625 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $329,929 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $293,625 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $329,929 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$36,387 | ExcessRevenueOverExpensesAmt |
| Other Increases | $83 | OtherIncreasesAmt |
| Subtotal | $293,625 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $293,625 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 6.992 SHS HAWAIIAN ELETRIC IND | 1999-01-01 | 2015-02-20 | $227 | $186 | $41 | $41 |
| 11.503 SHS PUTNAM SHORT DURATION INCOMEA | 1999-01-01 | 2015-06-24 | $116 | $115 | $1 | $1 |
| 200.000 SHS GENERAL ELECTRIC CO | 2007-01-30 | 2015-06-24 | $5,366 | $7,190 | -$1,824 | -$1,824 |
| 140.000 SHS HAWAIIAN ELECTRIC IND | 1999-05-07 | 2015-02-20 | $4,524 | $2,541 | $1,983 | $1,983 |
| 6.901 SHS HAWAIIAN ELECTRIC IND | 1999-01-01 | 2015-02-20 | $223 | $177 | $46 | $46 |
| 3737.504 PUTNAM SHORT DURATION INCOME A | 1999-01-01 | 2015-06-30 | $37,505 | $37,524 | -$19 | -$19 |
| 101.427 CONSULTING GRP CORE FIXED INC | 2007-12-26 | 2014-10-08 | $856 | $834 | $22 | $22 |
| 124.091 CONSULTING GRP LG CP GW INVEST | 2007-12-26 | 2015-06-30 | $2,615 | $2,033 | $582 | $582 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $832 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $52,002 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $358,479 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.145063 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $40,321 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $342,487 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.117730 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $82,249 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $271,130 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.303356 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $25,048 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $307,556 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.081442 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $18,408 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $260,598 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.070638 | DistributionYr5Rt |
| Total Distribution | 0.718229 | TotalDistributionRt |
| Average Distribution | 0.143646 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $339,197 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $48,724 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $168 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $48,892 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $55,218 | 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 | $168 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $168 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $168 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $761 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $761 | TotalPaymentsAndCreditsAmt |
| Overpayment | $593 | OverpaymentAmt |
| Applied To ES Tax | $593 | 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 | 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 | $330,446 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,916 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $344,362 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $344,362 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,165 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $339,197 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $16,960 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $16,960 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $168 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $168 | TotalTaxAmt |
| Distributable Before Adj | $16,792 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $16,792 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $16,792 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $55,218 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $55,218 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $168 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $55,050 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $16,792 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $5,411 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $9,940 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $69,106 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $24,173 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $34,556 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $143,186 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $55,218 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $16,792 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $38,426 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $181,612 | 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 | $5,411 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $176,201 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $9,940 | ExcessFromYear4Amt |
| Excess From Year3 | $69,106 | ExcessFromYear3Amt |
| Excess From Year2 | $24,173 | ExcessFromYear2Amt |
| Excess From Year1 | $34,556 | ExcessFromYear1Amt |
| Excess From Current Year | $38,426 | 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 (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALOHA UNITED WAY | |||||||
| 200 N VINEYARD BLVD | HONOLULU | HI | 96817 | N/A | PUBLIC | CHARITABLE - GENERAL | $400 |
| AMERICAN CANCER SOCIETY INC | |||||||
| 250 WILLIAMS STREET | NW ATLANTA | GA | 30303 | N/A | PUBLIC | CHARITABLE - GENERAL | $2,500 |
| E OLA PONO MA KAPOLEI | |||||||
| 1130 NORTH NIMITZ A259 | HONOLULU | HI | 96817 | N/A | PUBLIC | CHARITABLE - GENERAL | $3,000 |
| FALEA FOUNDATION | |||||||
| PO BOX 4135 | HONOLULU | HI | 96812 | N/A | PUBLIC | CHARITABLE - GENERAL | $1,000 |
| HAWAII LITERACY | |||||||
| 245 N KUKUI STREET SUITE 202 | HONOLULU | HI | 96817 | N/A | PUBLIC | CHARITABLE - GENERAL | $470 |
| HAWAIIAN HUMANE SOCIETY | |||||||
| 2700 WAIALAE AVE | HONOLULU | HI | 96826 | N/A | PUBLIC | CHARITABLE - GENERAL | $500 |
| MID-PACIFIC INSTITUTE | |||||||
| 2445 KAALA STREET | HONOLULU | HI | 96822 | N/A | PUBLIC | CHARITABLE - GENERAL | $7,000 |
| PBS HAWAII | |||||||
| 2350 DOLE STREET | HONOLULU | HI | 96822 | N/A | PUBLIC | CHARITABLE - GENERAL | $500 |
| PORTER UNITED METHODIST CHURCH | |||||||
| 100 E BEAM STREET | PORTER | IN | 46304 | N/A | PUBLIC | CHARITABLE - GENERAL | $250 |
| SHENPEN FOUNDATION | |||||||
| 26 GARTLEY PLACE | HONOLULU | HI | 96817 | N/A | PUBLIC | CHARITABLE - GENERAL | $3,450 |
| TGFG GOLF CLUB | |||||||
| 91-1184 WAIPUHIA STREET | EWA BEACH | HI | 96706 | N/A | PUBLIC | CHARITABLE - GENERAL | $3,298 |
| UH FOUNDATION | |||||||
| 2444 DOLE STREET BACHMAN HALL 105 | HONOLULU | HI | 96822 | N/A | PUBLIC | CHARITABLE - GENERAL | $29,819 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $52,187 | 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 | $19,435 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $832 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $20,267 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $20,267 | 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 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 | $5,180 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 153.893 SHS HAWAIIAN ELECTRIC INDUDSTRIES | NoncashPropertyDesc |
| Fair Market Value | $5,180 | FairMarketValueAmt |
| Received | 2015-02-20 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $3,031 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,031 | 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 | $21,234 | 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 | $265,589 | BookValueAmt |
| EOYFMV | $268,109 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROMOTIONS | Desc |
| Revenue And Expenses Per Books | $882 | 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 | $83 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $3,457 | Amt |
| Net Investment Income | $3,457 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |