HPM BUILDING SUPPLY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- HPM BUILDING SUPPLY FOUNDATION (EIN 99-0207048)
- Tax period
- 2014-12-01 to 2015-11-30
- Filed
- 2016-08-09
- IRS object ID
- 201622229349100952
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-09T21:07:55-05:00 | ReturnTs |
| Tax Period End | 2015-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 593783195 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAKETA IWATA HARA & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 AUPUNI STREET SUITE 139 | AddressLine1Txt |
| City | HILO | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96720 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 990207048 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAWAII PLANING MILL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HAWA | BusinessNameControlTxt |
| Phone | 8089665466 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 380 KANOELEHUA AVENUE | AddressLine1Txt |
| City | HILO | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96720 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT M FUJIMOTO | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8089665466 | PhoneNum |
| Signature | 2016-08-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN M IWATA | PreparerPersonNm |
| PTIN | P00024194 | PTIN |
| Phone | 8089355404 | PhoneNum |
| Preparation | 2016-08-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,964,988 | 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 | $6 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $10,435 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,435 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $231,347 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $255,333 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $231,347 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,784 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,784 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $245,572 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $245,572 | 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 | $2,080 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,080 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $87 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $87 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $987 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $938 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $49 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,162 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,033 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,129 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $78,299 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $78,299 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $81,461 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,033 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $80,428 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $164,111 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $244,539 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,766 | CashBOYAmt |
| Cash EOY | $24,345 | CashEOYAmt |
| Cash EOYFMV | $24,345 | CashEOYFMVAmt |
| Corporate Stock BOY | $70,363 | CorporateStockBOYAmt |
| Corporate Stock EOY | $50,140 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $97,530 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $189,006 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $353,761 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,843,113 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $264,135 | TotalAssetsBOYAmt |
| Total Assets EOY | $428,246 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,964,988 | 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 | $264,135 | RetainedEarningBOYAmt |
| Retained Earning EOY | $428,246 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $264,135 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $428,246 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $264,135 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $428,246 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $264,135 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $164,111 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $428,246 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $428,246 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| BANKOH INVESTMENT | P | $255,333 | $23,739 | $231,594 | $231,594 |
| FROM K-1S | P | $247 | -$247 | -$247 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $231,347 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $76,705 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $498,806 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.153777 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $72,722 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $561,212 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.129580 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $78,351 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $613,128 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.127789 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $89,936 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $612,271 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.146889 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $69,693 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $648,449 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.107476 | DistributionYr5Rt |
| Total Distribution | 0.665511 | TotalDistributionRt |
| Average Distribution | 0.133102 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $492,254 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $65,520 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,445 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $67,965 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $80,428 | 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 | $2,445 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,445 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,445 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $248 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $2,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $2,248 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $48 | EsPenaltyAmt |
| Tax Due | $245 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | 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 | ROBERT M FUJIMOTO | IndividualWithBooksNm |
| Phone | 8089350875 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 380 KANOELEHUA AVENUE | AddressLine1Txt |
| City | HILO | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96720 | 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT M FUJIMOTO | ||||||||
| 145 ALAHELENUI ST | HILO | HI | 96720 | CHAIRMAN-TREASURER | 0.25 | $0 | $0 | $0 |
| MICHAEL K FUJIMOTO | ||||||||
| PO BOX 6526 | KAMULEA | HI | 96743 | VICE CHAIRMAN | 0.10 | $0 | $0 | $0 |
| ROBERTA F CHU | ||||||||
| 478 KIPUNI STREET | HILO | HI | 96720 | SECRETARY | 0.10 | $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 | $321,727 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $178,023 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $499,750 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $499,750 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,496 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $492,254 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $24,613 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $24,613 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,445 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,445 | TotalTaxAmt |
| Distributable Before Adj | $22,168 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $22,168 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $22,168 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $80,428 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $80,428 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,445 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $77,983 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $22,168 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $37,679 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $60,170 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $48,453 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $44,925 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $51,765 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $242,992 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $80,428 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $22,168 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $58,260 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $301,252 | 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 | $37,679 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $263,573 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $60,170 | ExcessFromYear4Amt |
| Excess From Year3 | $48,453 | ExcessFromYear3Amt |
| Excess From Year2 | $44,925 | ExcessFromYear2Amt |
| Excess From Year1 | $51,765 | ExcessFromYear1Amt |
| Excess From Current Year | $58,260 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (55 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALOHA COUNCIL-BSA | |||||||
| PO BOX 1100 | HONOLULU | HI | 96808 | DONEE | 501(C)(3) | UNRESTRICTED GIFT | $1,500 |
| AMERICAN HEART ASSOCIATION | |||||||
| 142 KINOOLE STREET | HILO | HI | 96720 | DONEE | 501(C)(3) | UNRESTRICTED GIFT | $1,500 |
| AMERICAN RED CROSS - HAWAII STATE CHAPTER | |||||||
| 4155 DIAMOND HEAD ROAD | HONOLULU | HI | 96816 | DONEE | 501(C)(3) | UNRESTRICTED GIFT | $1,000 |
| ARC OF KONA | |||||||
| PO BOX 127 | KEALAKEKUA | HI | 96750 | DONEE | 501(C)(3) | UNRESTRICTED GIFT | $200 |
| BIG ISLAND JUNIOR GOLF ASSOCIATION | |||||||
| PO BOX 5180 | HILO | HI | 96720 | DONEE | 501(C)(3) | UNRESTRICTED GIFT | $500 |
| BIG ISLAND SUBSTANCE ABUSE COUNCIL | |||||||
| 16-179 MELEKAHIWA STREET | KEAAU | HI | 96749 | DONEE | 501(C)(3) | UNRESTRICTED GIFT | $1,250 |
| BOYS AND GIRLS CLUB OF HAWAII | |||||||
| 1523 KALAKAUA AVE 202 | HONOLULU | HI | 96826 | DONEE | 501(C)(3) | UNRESTRICTED GIFT | $1,000 |
| FAMILY SUPPORT SERVICES | |||||||
| 75-127 LUNAPULE RD 11 | KAILUAKONA | HI | 96740 | DONEE | 501(C)(3) | UNRESTRICTED GIFT | $250 |
| FULL LIFE | |||||||
| 75-5995 KUAKINI HWY SUITE 432 | KAILUAKONA | HI | 96740 | DONEE | 501(C)(3) | UNRESTRICTED GIFT | $200 |
| HABITAT FOR HUMANITY | |||||||
| PO BOX 4619 | KAILUAKONA | HI | 96740 | DONEE | 501(C)(3) | UNRESTRICTED GIFT | $3,000 |
| HALE MUA CULTURAL GROUP INC | |||||||
| 73-4384 BAIAHA ST | KAILUAKONA | HI | 96740 | DONEE | 501(C)(3) | UNRESTRICTED GIFT | $500 |
| HAWAII CONSTRUCTION CAREER DAYS | |||||||
| C/O MELANIE MARTIN PO BOX 235354 | HONOLULU | HI | 96823 | DONEE | 501(C)(3) | UNRESTRICTED GIFT | $2,500 |
| HAWAII COUNCIL ON ECONOMIC EDUCATION | |||||||
| 126 QUEEN ST SUITE 226 | HONOLULU | HI | 96813 | DONEE | 501(C)(3) | UNRESTRICTED GIFT | $1,500 |
| HAWAII HORSE OWNERS ASSN | |||||||
| 591 ALAWAENA RD | HILO | HI | 96720 | DONEE | 501(C)(3) | UNRESTRICTED GIFT | $300 |
| HAWAII ISLAND CHAMBER OF COMMERCE | |||||||
| 106 KAMEHAMHA AVE | HILO | HI | 96720 | DONEE | 501(C)(3) | UNRESTRICTED GIFT | $1,240 |
| HAWAII ISLAND CONTRACTORS ASSN | |||||||
| 494 KALANIKOA ST STE C | HILO | HI | 96720 | DONEE | 501(C)(3) | UNRESTRICTED GIFT | $1,500 |
| HAWAII ISLAND UNITED WAY | |||||||
| PO BOX 745 | HILO | HI | 96720 | DONEE | 501(C)(3) | UNRESTRICTED GIFT | $1,000 |
| HAWAII ISLAND VETERANS MEMORIAL INC | |||||||
| 467 AINALAKO RD | HILO | HI | 96720 | DONEE | 501(C)(3) | UNRESTRICTED GIFT | $500 |
| HAWAII LEEWARD PLANNING CONFERENCE | |||||||
| PO BOX 2159 | KAMUELA | HI | 96743 | DONEE | 501(C)(3) | UNRESTRICTED GIFT | $1,600 |
| HAWAII PREPARATORY ACADEMY | |||||||
| 65-1692 KOHALA MOUNTAIN RD | WAIMEA | HI | 96743 | DONEE | 501(C)(3) | UNRESTRICTED GIFT | $5,000 |
| HILO DOWNTOWN IMPROVEMENT ASSOCIATION | |||||||
| PO BOX 37 | HILO | HI | 96721 | DONEE | 501(C)(3) | UNRESTRICTED GIFT | $1,000 |
| HILO HIGH SCHOOL FOUNDATION | |||||||
| 566 WAIANUENUE AVE | HILO | HI | 96720 | DONEE | 501(C)(3) | UNRESTRICTED GIFT | $1,500 |
| HIPCC SCHOLARSHIP FUND | |||||||
| PO BOX 1839 | HILO | HI | 96720 | DONEE | 501(C)(3) | UNRESTRICTED GIFT | $250 |
| HOSPICE OF HILO | |||||||
| 1011 WAIANUENUE AVE | HILO | HI | 96720 | DONEE | 501(C)(3) | UNRESTRICTED GIFT | $1,500 |
| JA OF HAWAII ISLAND | |||||||
| PO BOX 5205 | HILO | HI | 96720 | DONEE | 501(C)(3) | UNRESTRICTED GIFT | $1,500 |
| JAPANESE CULTURAL CENTER OF HAWAII | |||||||
| 2454 S BERETANIA ST 101 | HONOLULU | HI | 96826 | DONEE | 501(C)(3) | UNRESTRICTED GIFT | $300 |
| JCA OF HAWAII | |||||||
| 714 KANOELEHUA AVE | HILO | HI | 96720 | DONEE | 501(C)(3) | UNRESTRICTED GIFT | $3,300 |
| JCC & IH | |||||||
| 714 KANOELEHUA AVE STE 202 | HILO | HI | 96720 | DONEE | 501(C)(3) | UNRESTRICTED GIFT | $2,000 |
| KAHILU THEATER FOUNDATION | |||||||
| 67-1186 LINDSEY RD | WAIMEA | HI | 96743 | DONEE | 501(C)(3) | UNRESTRICTED GIFT | $500 |
| KDEN | |||||||
| HCR 3 BOX 13069 | KEAAU | HI | 96749 | DONEE | 501(C)(3) | UNRESTRICTED GIFT | $200 |
| KENDALL SCHOLARSHIP FUND | |||||||
| PO BOX 2930 | HONOLULU | HI | 96802 | DONEE | 501(C)(3) | UNRESTRICTED GIFT | $250 |
| KOHANAIKI FOUNDATION | |||||||
| PO BOX 9015 | KEALAKEKUA | HI | 96750 | DONEE | 501(C)(3) | UNRESTRICTED GIFT | $1,500 |
| KONA COFFEE CULTURAL FESTIVAL | |||||||
| PO BOX 1112 | KAILUAKONA | HI | 96745 | DONEE | 501(C)(3) | UNRESTRICTED GIFT | $750 |
| KONA HOSPITAL FOUNDATION | |||||||
| 79-1019 HAUKAPILA STREET | KAILUAKONA | HI | 96740 | DONEE | 501(C)(3) | UNRESTRICTED GIFT | $1,000 |
| KONA-KOHALA CHAMBER OF COMMERCE | |||||||
| 75-5737 KUAKINI HWY SUITE 208 | KAILUAKONA | HI | 96740 | DONEE | 501(C)(3) | UNRESTRICTED GIFT | $1,200 |
| KUIKAHI MEDIATION CENTER | |||||||
| 101 AUPUNI ST PH 1014 B2 | HILO | HI | 96720 | DONEE | 501(C)(3) | UNRESTRICTED GIFT | $300 |
| LYMAN HOUSE MEMORIAL MUSEUM | |||||||
| 276 HAILI STREET | HILO | HI | 96720 | DONEE | 501(C)(3) | UNRESTRICTED GIFT | $1,750 |
| NISEI VETERANS LEGACY CENTER | |||||||
| PO BOX 2475 | HONOLULU | HI | 96804 | DONEE | 501(C)(3) | UNRESTRICTED GIFT | $2,500 |
| NORTH KOHALA RESOURCE CENTER | |||||||
| 55-3393 AKONI PULE HIGHWAY | KEALAKEKUA | HI | 96750 | DONEE | 501(C)(3) | UNRESTRICTED GIFT | $1,000 |
| PACIFIC TSUNAMI MUSEUM | |||||||
| 130 KAMEHAMEHA AVE | HILO | HI | 96720 | DONEE | 501(C)(3) | UNRESTRICTED GIFT | $4,000 |
| PBS HAWAII | |||||||
| 2350 DOLE STREET | HONOLULU | HI | 96822 | DONEE | 501(C)(3) | UNRESTRICTED GIFT | $1,000 |
| PROJECT HAWAII INC | |||||||
| PO BOX 1844 | KEAAU | HI | 96749 | DONEE | 501(C)(3) | UNRESTRICTED GIFT | $299 |
| REDEEMING LIGHT INTERNATIONAL INC | |||||||
| PO BOX 2788 | KAMUELA | HI | 96743 | DONEE | 501(C)(3) | UNRESTRICTED GIFT | $1,000 |
| SPECIAL OLYMPICS OF HAWAII | |||||||
| PO BOX 3295 | HONOLULU | HI | 96820 | DONEE | 501(C)(3) | UNRESTRICTED GIFT | $540 |
| STINGRAY BASKETBALL CLUB | |||||||
| PO BOX 452 | CAPTAIN COOK | HI | 96704 | DONEE | 501(C)(3) | UNRESTRICTED GIFT | $240 |
| THE ARC OF HILO | |||||||
| 1099 WAIANUENUE AVE | HILO | HI | 96720 | DONEE | 501(C)(3) | UNRESTRICTED GIFT | $2,000 |
| THE FOOD BASKET INC | |||||||
| 40 HOLOMUA ST | HILO | HI | 96720 | DONEE | 501(C)(3) | UNRESTRICTED GIFT | $1,150 |
| THE GIFT FOUNDATION OF HAWAII | |||||||
| 1288 ALA MOANA BLVD SUITE 204 | HONOLULU | HI | 96814 | DONEE | 501(C)(3) | UNRESTRICTED GIFT | $6,000 |
| THE SALVATION ARMY | |||||||
| 219 PONAHAWAI STREET | HILO | HI | 96720 | DONEE | 501(C)(3) | UNRESTRICTED GIFT | $1,300 |
| TOYS FOR TOTS | |||||||
| 18251 QUANTICO GATEWAY DR | TRIANGLE | VA | 22172 | DONEE | 501(C)(3) | UNRESTRICTED GIFT | $1,000 |
| UH FOUNDATION | |||||||
| PO BOX 11270 | HONOLULU | HI | 96828 | DONEE | 501(C)(3) | UNRESTRICTED GIFT | $8,280 |
| UHH ALUMNI & FRIENDS | |||||||
| 200 WEST KAWILI SREET | HILO | HI | 96720 | DONEE | 501(C)(3) | UNRESTRICTED GIFT | $1,000 |
| UHSAAA SCHOLARSHIP GOLF TOURNAMENT | |||||||
| PO BOX 11708 | HONOLULU | HI | 96822 | DONEE | 501(C)(3) | UNRESTRICTED GIFT | $650 |
| VOLCANO ART CENTER | |||||||
| PO BOX 129 | VOLCANO | HI | 96785 | DONEE | 501(C)(3) | UNRESTRICTED GIFT | $500 |
| YWCA HAWAII ISLAND | |||||||
| 145 ULULANI ST | HILO | HI | 96720 | DONEE | 501(C)(3) | UNRESTRICTED GIFT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $78,299 | 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 | $6 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,435 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,784 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $231,347 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $245,572 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $245,572 | 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 | $2,080 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,080 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 524.618 SHS BANK OF HAWAII CORP | $17,477 | $36,298 |
| 2,142.48 SHS HAWAIIAN ELECTRIC INDUSTRIES | $32,663 | $61,232 |
| 1000 SHS AMBARELLA INC COM | $0 | $0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MONEY MARKET | FMV | $172,297 | $1,725,297 |
| 0 SHS KINDER MORGAN ENERGY PARTNERS LP | AT COST | $0 | $0 |
| 644.981 SHS ENTERPRISE PRODUCTS | AT COST | $15,935 | $16,376 |
| 317.019 SHS MAGELLAN MIDSTREAM PARTNERS LP | AT COST | $21,704 | $19,823 |
| 3,462.749 SHS KINDER MORGAN INC | AT COST | $143,825 | $81,617 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INTANGIBLE DRILLING COSTS | $932 | $932 | $0 |
| NON-DEDUCTIBLE ITEMS | $6 | $6 | $0 |
| POSTAGE | $49 | $0 | $49 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FROM K-1 | $3,677 | $3,677 | $3,677 |
| KINDER ROYALTY INCOME | $107 | $107 | $107 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN INCOME TAX | CategoryTxt |
| Amt | $8 | Amt |
| Net Investment Income | $8 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |