RIGHTS EDUCATION ADOPTION & PROTECTION FOR ANIMAL WELFARE FOUN: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- RIGHTS EDUCATION ADOPTION & PROTECTION FOR ANIMAL WELFARE FOUN (EIN 06-1498082)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-12
- IRS object ID
- 201401329349101510
- Schema version
- 2013v3.0
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-12T09:52:00-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 060971924 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEERS HAMERMAN & CO PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 234 CHURCH STREET | AddressLine1 |
| City | NEW HAVEN | City |
| State | CT | State |
| ZIP Code | 06510 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061498082 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RIGHTS EDUCATION ADOPTION & PROTECTION | BusinessNameLine1 |
| Business Name Line2 | FOR ANIMAL WELFARE | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RIGH | BusinessNameControlTxt |
| Phone | 8088781100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 482 WAIAKOA ROAD | AddressLine1 |
| City | KULA MAUI | City |
| State | HI | State |
| ZIP Code | 96790 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD BUCKLEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8088781100 | PhoneNum |
| Signature | 2014-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANTHONY F SANTORE | PreparerPersonNm |
| PTIN | P01314925 | PTIN |
| Phone | 2037876527 | PhoneNum |
| Preparation | 2014-05-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,451,709 | 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 | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $58,473 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $58,473 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $75,258 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,200,621 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $75,258 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $856 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $134,590 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $133,734 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $36,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $10,800 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $25,200 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $2,754 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $826 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,928 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,618 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $485 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,132 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,160 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,160 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $19,442 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $19,442 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $513 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $154 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $359 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,765 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $579 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,353 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $67,252 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $34,286 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $32,132 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $86,445 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $86,445 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $153,697 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $34,286 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $118,577 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$19,107 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $99,448 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $188,327 | CashBOYAmt |
| Cash EOY | $136,017 | CashEOYAmt |
| Cash EOYFMV | $136,017 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,716 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,719 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,719 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,703,486 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,736,686 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,309,973 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,897,529 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,878,422 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,451,709 | 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 | $1,897,529 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,878,422 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,897,529 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,878,422 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,897,529 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,878,422 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,897,529 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$19,107 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,878,422 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,878,422 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - MORGAN STANLEY-087 | $49,914 | $15,027 | $34,887 | $34,887 |
| PUBLICLY TRADED SECURITIES - MORGAN STANLEY-190 | $726,144 | $752,759 | -$26,615 | -$26,615 |
| PUBLICLY TRADED SECURITIES - MORGAN STANLEY-203 | $289,734 | $269,449 | $20,285 | $20,285 |
| PUBLICLY TRADED SECURITIES - MORGAN STANLEY-204 | $118,085 | $88,114 | $29,971 | $29,971 |
| INERGY LP - BASIS ADJUSTMENT ON SALE OF PTP UNITS | $7,513 | $7,513 | $7,513 | |
| INERGY MIDSTREAM LP - BASIS ADJUSTMENT ON SALE OF PTP UNITS | $14 | -$14 | -$14 | |
| GLOBAL PARTNERS LP - BASIS ADJUSTMENT ON SALE OF PTP UNITS | $9,004 | $9,004 | $9,004 | |
| SUBURBAN PROPANE PARTNERS LP - BASIS ADJUSTMENT ON SALE OF PTP UNITS | $205 | $205 | $205 | |
| BLACKSTONE GROUP LP - BASIS ADJUSTMENT ON SALE OF PTP UNITS | $22 | $22 | $22 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $75,258 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $82,651 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,079,691 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.039742 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $84,184 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,149,364 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.039167 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $96,969 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,067,088 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046911 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $95,335 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,844,906 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051675 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $98,694 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,163,713 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045613 | DistributionYr5Rt |
| Total Distribution | 0.223108 | TotalDistributionRt |
| Average Distribution | 0.044622 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,312,560 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $103,191 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $994 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $104,185 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $118,577 | 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 | $994 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $994 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $994 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $902 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $902 | TotalPaymentsAndCreditsAmt |
| Tax Due | $92 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8088781100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 482 WAIAKOA ROAD | AddressLine1 |
| City | KULA MAUI | City |
| State | HI | State |
| ZIP Code | 96790 | ZIPCode |
| 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 | Yes (1) | 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 | 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LYNNE MILLER | ||||||||
| 482 WAIAKOA ROAD KULA | MAUI | HI | 96790 | BOARD OF DIRECTOR | 1.00 | $0 | $0 | $0 |
| RICHARD B BUCKLEY | ||||||||
| 482 WAIAKOA ROAD KULA | MAUI | HI | 96790 | PRESIDENT / EXEC DIRECTOR | 13.00 | $36,000 | $0 | $0 |
| MARK G SKLARZ | ||||||||
| ONE AUDUBON STREET 6TH FLOOR | NEW HAVEN | CT | 06511 | SECRETARY/ TREASURER | 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 | $2,191,176 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $156,601 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,347,777 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,347,777 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $35,217 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,312,560 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $115,628 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $115,628 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $994 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $994 | TotalTaxAmt |
| Distributable Before Adj | $114,634 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $114,634 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $114,634 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $118,577 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $118,577 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $994 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $117,583 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $114,634 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $87,224 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $118,577 | QualifyingDistributionsAmt |
| Applied To Year1 | $87,224 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $31,353 | 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 | $83,281 | 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 | RICHARD BUCKLEY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 482 WAIAKOA ROAD KULA | AddressLine1 |
| City | MAUI | City |
| State | HI | State |
| ZIP Code | 96790 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8088781100 | RecipientPhoneNum |
| Form And Info And Materials | LETTER DESCRIBING ORGANIZATION AND AMOUNT REQUESTED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NON PROFIT ORGANIZATIONS DEVOTED TO ANIMAL ACTIVITIES | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 22718 | OKLAHOMA CITY | OK | 73123 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $500 |
| ASSISTANCE DOGS OF HAWAII | |||||||
| PO BOX 1803 | MAKAWAO | HI | 96768 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $1,000 |
| BISHOP MUSEUM | |||||||
| 1525 BERNICE STREET | HONOLULU | HI | 96817 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $120 |
| BORN FREE USA | |||||||
| 1122 S STREET | SACRAMENTO | CA | 95822 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $500 |
| BRANFORD COMPASSION CLUB | |||||||
| PO BOX 768 | BRANFORD | CT | 06405 | NONE | PUBLIC CHARITY | GENERAL OPERATINGGENERAL OPERATING | $1,000 |
| CASTING FOR RECOVERY | |||||||
| PO BOX 1123 | MANCHESTER | VT | 05254 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $1,000 |
| CHILDFUND INTERNATIONAL | |||||||
| 2821 EMERYWOOD PARKWAY | RICHMOND | VA | 23294 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $1,000 |
| COMMONWEALTH FELINE ORGANIZATION | |||||||
| 100 MACY STREET STE F-313 | AMESBURY | MA | 01913 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $2,000 |
| CONNECTICUT FOOD BANK | |||||||
| PO BOX 8686 | NEW HAVEN | CT | 06531 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $4,000 |
| CREATURE KINDNESS | |||||||
| PO BOX 185211 | HAMDEN | CT | 06518 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $4,000 |
| DISABLED AMERICAN VETERANS | |||||||
| PO BOX 14301 | CINCINNATI | OH | 45250 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $500 |
| EAST MAUI ANIMAL RESCUE | |||||||
| 25 MALU AINA PLACE | HAIKU | HI | 96708 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $500 |
| FIDELCO GUIDE DOG FOUNDATION | |||||||
| 103 VISION WAY | BLOOMFIELD | CT | 06002 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $3,000 |
| FRIENDS OF ANIMALS | |||||||
| 777 POST ROAD SUITE 205 | DARIEN | CT | 06820 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $1,500 |
| GREYHOUND RESCUE & REHABIITATION | |||||||
| PO BOX 572 | CROSS RIVER | NY | 10518 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $4,000 |
| HAWAII ANIMAL RESCUE FOUNDATION | |||||||
| PO BOX 515 | PUUNENE | HI | 96784 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $2,000 |
| HAWAII PUBLIC RADIO | |||||||
| 738 KAHEKA STREET | HONOLULU | HI | 96814 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $500 |
| HAWAII THEATER CENTER | |||||||
| 1130 BETHEL STREET | HONOLULU | HI | 96813 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $200 |
| HEIFER INTERNATIONAL | |||||||
| PO BOX 6021 | ALBERT LEA | MN | 56007 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $1,000 |
| HILT HAWAIIAN ISLANDS LAND TRUST | |||||||
| PO BOX 965 | WAILUKU | HI | 96793 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $500 |
| HONOLULU MUSEUM OF ART | |||||||
| 900 S BERENTANIA STREET | HONOLULU | HI | 96814 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $100 |
| HOSPICE MAUI | |||||||
| PO BOX 851 | MAKAWAO | HI | 96768 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $2,000 |
| IMUA FAMILY SERVICES | |||||||
| 95 MAHALANI ST STE 19A | WAILUKU | HI | 96793 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $2,000 |
| MALAMA FAMILY RECOVERY CENTERALOHA HOUSE | |||||||
| PO BOX 791749 | PAIA | HI | 96779 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $2,000 |
| MANA'OLANA | |||||||
| PO BOX 588 | KIHEI | HI | 96753 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $3,000 |
| MAPA MAUI ACADEMY OF PERFORMING ARTS | |||||||
| 81 N CHURCH ST | WAILUKU | HI | 96793 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $1,425 |
| MAUI ARTS & CULTURAL CENTER | |||||||
| ONE CAMERON WAY | KAHULUI | HI | 96732 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $3,000 |
| MAUI FOOD BANK | |||||||
| 760 KOLU STREET | WAILUKU | HI | 96793 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $3,000 |
| MAUI HUMANE SOCIETY | |||||||
| PO BOX 1047 | PUUNENE | HI | 96784 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $2,500 |
| MIDWEST FRIENDS OF ANIMALS INC | |||||||
| 12873 STATE ROAD 48 | JASONVILLE | IN | 47438 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $1,000 |
| NEW HAVEN ANIMAL SHELTER | |||||||
| PO BOX 9056 | NEW HAVEN | CT | 06532 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $3,000 |
| NINTH LIFE | |||||||
| PO BOX 476 | MAKAWAO | HI | 96768 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $3,000 |
| NORTHEAST ANIMAL SHELTER | |||||||
| 204 HIGHLAND AVENUE | SALEM | MA | 01970 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $2,000 |
| OVARIAN CANCER RESEARCH FUND | |||||||
| 14 PENNSYLVANIA PLAZA STE 1400 | NEW YORK | NY | 10122 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $3,000 |
| PBS HAWAII | |||||||
| 2350 DOLE STREET | HONOLULU | HI | 96822 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $1,000 |
| PET PREVENT A LITTER | |||||||
| PO BOX 401 | SAN MARCOS | TX | 78667 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $1,000 |
| SALVATION ARMY | |||||||
| 35 HALE KUAI STREET | KIHEI | HI | 96753 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $2,000 |
| SAVE THE CHILDREN FEDERATION INC | |||||||
| 54 WILTON ROAD | WESTPOST | CT | 06880 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $4,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $100 |
| THE GREATER NEW HAVEN CAT PROJECT INC | |||||||
| PO BOX 1432 | NEW HAVEN | CT | 06506 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $4,000 |
| THE HOPE ALLIANCE FOR ANIMALS | |||||||
| 88 MORSE PLACE | NEW HAVEN | CT | 06512 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $5,000 |
| VALLEY ISLE ANIMAL RESCUE | |||||||
| PO BOX 695 | MAKAWAO | HI | 96768 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $1,000 |
| WHALE TRUST | |||||||
| PO BOX 243 | MAKAWAO | HI | 96768 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $3,000 |
| WILDCAT SANCTUARY | |||||||
| PO BOX 314 | SANDSTONE | MN | 55072 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $1,000 |
| WOMEN & FAMILY LIFE CENTER | |||||||
| 96 FAIR STREET | GUILFORD | CT | 06437 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $4,000 |
| WOMEN HELPING WOMEN | |||||||
| 1935 MAIN STREET STE 202 | WAILUKU | HI | 96793 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $86,445 | 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 | $3 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $58,473 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $848 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $75,258 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION SETTLEMENT | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $8 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $134,590 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $134,590 | 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 | $4,160 | Amt |
| Net Investment Income | $2,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,160 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MORGAN STANLEY | StockNm |
| EOY Book Value | $1,736,686 | EOYBookValueAmt |
| EOYFMV | $2,309,973 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,618 | LegalFeesAmt |
| Net Investment Income | $485 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,132 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $638 | $191 | $447 |
| TELEPHONE | $658 | $197 | $460 |
| MISCELLANEOUS | $637 | $191 | $446 |
| PASS-THROUGH: INERGY LP | $741 | $0 | $0 |
| PASS-THROUGH: SUBURBAN PROPANE PARTNERS LP | $91 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PASS-THROUGH: GLOBAL PARTNERS LP | $326 | $0 | $326 |
| PASS-THROUGH: INERGY LP | $14 | $0 | $14 |
| PASS-THROUGH: BLACKSTONE GROUP LP | $367 | $0 | $367 |
| PASS-THROUGH: KKR FINANCIAL HOLDINGS LLC | $141 | $0 | $141 |
| CLASS ACTION SETTLEMENT | $8 | $8 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $19,442 | Amt |
| Net Investment Income | $19,442 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |