LANIKUHONUA CULTURAL INSTITUTE: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LANIKUHONUA CULTURAL INSTITUTE (EIN 99-0252924)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202513219349107451
- 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
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T16:38:53-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 990292355 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KKDLY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 745 FORT ST STE 2100 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96813 | 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 | 990252924 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LANIKUHONUA CULTURAL INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LANI | BusinessNameControlTxt |
| Phone | 8086746674 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 KAMOKILA BLVD STE 200 JC B | AddressLine1Txt |
| City | KAPOLEI | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96707 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEVIN E PENN | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 8086746237 | PhoneNum |
| Signature | 2025-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALEXANDER YEE | PreparerPersonNm |
| PTIN | P01258609 | PTIN |
| Phone | 8085213962 | PhoneNum |
| Preparation | 2025-11-14 | 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 | $1,756,141 | 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 | $20,800 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $38 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $38 | InterestOnSavNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $1,375,730 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $1,375,730 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $1,375,730 | NetRentalIncomeOrLossAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,100 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,398,668 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,375,768 | 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 |
| Legal Fees Rev And Expnss | $12,147 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $7,386 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,761 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,670 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,703 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,967 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $362,733 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $220,541 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $142,192 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $17 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $17 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $74,309 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $66,309 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $746,821 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $454,068 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $292,753 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $96,010 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $39,528 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $56,482 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,304,707 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $795,552 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $501,155 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,304,707 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $795,552 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $501,155 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $93,961 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $580,216 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,662,180 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,756,141 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,756,141 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $1,662,180 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,756,141 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,756,141 | 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 | $1,662,180 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,756,141 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,662,180 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,756,141 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,662,180 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,756,141 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,662,180 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $93,961 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,756,141 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,756,141 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,065 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,065 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,065 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,929 | 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 | $10,929 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,864 | OverpaymentAmt |
| Applied To ES Tax | $2,864 | 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 | HTTPS://LANIKUHONUA.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEVIN E PENN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8086746237 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 KAMOKILA BLVD STE 200 JC BLDG | AddressLine1Txt |
| City | KAPOLEI | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96707 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| D KEOLA LLOYD | ||||||||
| 1001 KAMOKILA BLVD STE 200 JC BLDG | KAPOLEI | HI | 96707 | DIRECTOR/PRESIDENT/SECRETARY/TREASURER | 2.00 | $0 | $0 | $0 |
| KEVIN E PENN | ||||||||
| 1001 KAMOKILA BLVD STE 200 JC BLDG | KAPOLEI | HI | 96707 | DIRECTOR/VICE PRESIDENT | 0.10 | $0 | $0 | $0 |
| SUZANNE AVINA | ||||||||
| 1001 KAMOKILA BLVD STE 200 JC BLDG | KAPOLEI | HI | 96707 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| JERALD KIMO ALAMA KEAULANA | ||||||||
| 1001 KAMOKILA BLVD STE 200 JC BLDG | KAPOLEI | HI | 96707 | DIRECTOR | 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HOKUAHI LAWNS INC | |||||
| PO BOX 700 | PEARL CITY | HI | 96782 | LANDSCAPING SERVICES | $171,994 |
| TYSON CHUN | |||||
| 3326 GEORGE STREET | HONOLULU | HI | 96815 | CARPENTRY SERVICES | $170,628 |
| KO OLINA OPERATIONS LLC | |||||
| 92-1480 ALIINUI DRIVE | KAPOLEI | HI | 96707 | RESORT OPERATIONS | $78,538 |
| SECURITAS SECURITY SERVICES USA INC | |||||
| 500 ALA MOANA BLVD SUITE 5-510 | HONOLULU | HI | 96813 | SECURITY SERVICES | $73,431 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | HAWAII CULTURAL PROGRAMS: THE ORGANIZATION PROVIDES MULTIPLE PROGRAMS:1. THE PRESCHOOL PROGRAM, CALLED TUTU AND ME, IS OFFERED IN PARTNERSHIP WITH PARTNERS IN DEVELOPMENT. THIS PROGRAM OFFERS 2 HOURS OF PROGRAMMING, TWICE PER WEEK, TO STUDENTS AND THEIR GRANDPARENTS DURING THE SCHOOL YEAR. A TOTAL OF 67 CLASSES WERE OFFERED AND SERVED 3,000 PARTICIPANTS. 2. THE ELEMENTARY PROGRAM WAS OFFERED IN 7 DIFFERENT CLASSES TO SERVE 280 STUDENTS FROM ACROSS THE ISLAND.3. THE MIDDLE SCHOOL PROGRAM WAS OFFERED IN 3 DIFFERENT CLASSES TO SERVE 120 STUDENTS. 4. THE HIGH SCHOOL HULA FESTIVAL CELEBRATES HULA AND AIMS TO PERPETUATE THE ART OF HULA. 303 STUDENTS FROM 12 SCHOOLS PARTICIPATED IN THE 2024 HULA FESTIVAL. LCI ALSO OFFERS SPACE FOR KUMU HULA (CULTURAL PRACTITIONERS) TO PRACTICE THEIR CRAFT. THERE ARE 3 HALAU THAT CONSISTENTLY HOLD HULA PRACTICE, FOR 3 TO 4 HOURS PER CLASS. A TOTAL OF 420 HOURS OF HULA PRACTICE. | Description1Txt |
| Expenses1 | $30,996 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,822,199 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,822,199 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,822,199 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,333 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,794,866 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $89,743 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $89,743 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,065 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,065 | TotalTaxAmt |
| Distributable Before Adj | $81,678 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $81,678 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $81,678 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $501,155 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $501,155 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $81,678 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $294,023 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $290,171 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $267,288 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $201,662 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $438,931 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,492,075 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $501,155 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $81,678 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $419,477 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,911,552 | 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 | $294,023 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,617,529 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $290,171 | ExcessFromYear4Amt |
| Excess From Year3 | $267,288 | ExcessFromYear3Amt |
| Excess From Year2 | $201,662 | ExcessFromYear2Amt |
| Excess From Year1 | $438,931 | ExcessFromYear1Amt |
| Excess From Current Year | $419,477 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SUZANNE AVINA | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
| Total Grant Or Contri Pd Dur Yr | $0 | 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 | $38 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $1,375,730 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $2,100 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,377,868 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,377,868 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| JAMES CAMPBELL COMPANY LLC | ||||||
| 1 | 1001 KAMOKILA BLVD STE 200 JC BLDG | KAPOLEI | HI | 96707 | $15,000 | Yes (X) |
| SUZANNE AVINA | ||||||
| 2 | 963 BLOSSOM DR | SANTA CLARA | CA | 95050 | $5,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $12,670 | Amt |
| Net Investment Income | $7,703 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,967 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $12,147 | LegalFeesAmt |
| Net Investment Income | $7,386 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,761 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AUTO | $408 | $248 | $160 |
| BANK FEES | $27,242 | $16,563 | $10,679 |
| COMPUTER SUBS | $395 | $240 | $155 |
| M&E | $712 | $432 | $280 |
| OFFICE SUPPLIES | $4,177 | $2,540 | $1,637 |
| PROGRAM EXPENSE | $30,995 | $0 | $30,995 |
| OUTSIDE LABORS | $32,074 | $19,501 | $12,573 |
| BUSINESS LICENSE | $7 | $4 | $3 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $2,100 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $2,100 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER CONSULTING FEES | CategoryTxt |
| Amt | $362,733 | Amt |
| Net Investment Income | $220,541 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $142,192 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| HAWAII GENERAL EXCISE TAX PAID | $66,309 | $66,309 | $0 |
| FEDERAL EXCISE TAX | $8,000 | $0 | $0 |