KSK FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- KSK FOUNDATION (EIN 05-0630282)
- Tax period
- 2024-10-01 to 2025-09-30
- Filed
- 2025-12-22
- IRS object ID
- 202503569349100620
- 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
- Investments Other Schedule2
- Other Assets Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-12-22T16:13:19-06:00 | ReturnTs |
| Tax Period End | 2025-09-30 | 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 | 999 BISHOP ST STE 2200 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96813 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-10-01 | 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 10039 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96816 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENNETH KOBATAKE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8086821315 | PhoneNum |
| Signature | 2025-12-02 | 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 | YING YAN CHEN | PreparerPersonNm |
| PTIN | P01329305 | PTIN |
| Phone | 8085242255 | PhoneNum |
| 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 | $186,210 | 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 | $96,659 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,336 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,336 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $70,354 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $167,920 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $70,354 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $168,349 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $71,690 | 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 | $5,759 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,759 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,668 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,668 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $973 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,400 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,668 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,759 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $123,017 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $123,017 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $131,417 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,668 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $128,776 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $36,932 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $70,022 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,402 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $36,977 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $36,977 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $114,760 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $117,090 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $149,032 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,174 | OtherAssetsBOYAmt |
| Other Assets EOY | $201 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $201 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $117,336 | TotalAssetsBOYAmt |
| Total Assets EOY | $154,268 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $186,210 | 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 | $117,336 | RetainedEarningBOYAmt |
| Retained Earning EOY | $154,268 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $117,336 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $154,268 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $117,336 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $154,268 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $117,336 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $36,932 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $154,268 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $154,268 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $165,354 | $97,566 | $67,788 | $67,788 | |
| CAPITAL GAINS DIVIDENDS | $2,566 | $2,566 | $2,566 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $70,354 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $973 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $973 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $973 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,174 | 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 | $1,174 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $201 | OverpaymentAmt |
| Applied To ES Tax | $201 | 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 10039 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96816 | 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 (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 10039 | HONOLULU | HI | 96816 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| JAMES K KOBATAKE | ||||||||
| PO BOX 10039 | HONOLULU | HI | 96816 | VICE PRESIDENT, TREASURER | 0.50 | $0 | $0 | $0 |
| LYNNE MITANI | ||||||||
| PO BOX 10039 | HONOLULU | HI | 96816 | 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 | $101,973 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $55,976 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $31,425 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $189,374 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $189,374 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,841 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $186,533 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,327 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,327 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $973 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $973 | TotalTaxAmt |
| Distributable Before Adj | $8,354 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,354 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,354 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $128,776 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $128,776 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,354 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $149,483 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $325,193 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $145,975 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $104,040 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $724,691 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $128,776 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,354 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $120,422 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $845,113 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $845,113 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $149,483 | ExcessFromYear4Amt |
| Excess From Year3 | $325,193 | ExcessFromYear3Amt |
| Excess From Year2 | $145,975 | ExcessFromYear2Amt |
| Excess From Year1 | $104,040 | ExcessFromYear1Amt |
| Excess From Current Year | $120,422 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KENNETH J KOBATAKE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AARP FOUNDATION | |||||||
| 601 E STREETNW | WASHINGTON | DC | 20049 | N/A | PUBLIC | CHARITABLE - GENERAL | $25 |
| AMERICAN HEART ASSOCIATION | |||||||
| PO BOX 78851 | PHOENIX | AZ | 85062 | N/A | PUBLIC | CHARITABLE - GENERAL | $105 |
| AMERICAN LUNG ASSOCIATION | |||||||
| PO BOX 30730 | HONOLULU | HI | 96820 | N/A | PUBLIC | CHARITABLE - GENERAL | $62 |
| AMERICAN LUNG ASSOCIATION | |||||||
| PO BOX 30730 | HONOLULU | HI | 96820 | N/A | PUBLIC | CHARITABLE - GENERAL | $62 |
| HAWAII FOOD BANK | |||||||
| 2611 KILIHAU ST | HONOLULU | HI | 96819 | N/A | PUBLIC | CHARITABLE - GENERAL | $1,000 |
| HAWAII PUBLIC RADIO | |||||||
| 738 KAHEKA ST | HONOLULU | HI | 96814 | N/A | PUBLIC | CHARITABLE - GENERAL | $500 |
| HAWAII THEATRE CENTER | |||||||
| 1130 BETHEL STREET | HONOLULU | HI | 96813 | N/A | PUBLIC | CHARITABLE - GENERAL | $365 |
| HAWAIIAN HUMANE SOCIETY | |||||||
| 2700 WAIALAE AVENUE | HONOLULU | HI | 96826 | N/A | PUBLIC | CHARITABLE - GENERAL | $500 |
| JCCY | |||||||
| PO BOX 700998 | KAPOLEI | HI | 96707 | N/A | PUBLIC | CHARITABLE - GENERAL | $1,000 |
| MID PACIFIC INSTITUTE | |||||||
| 2445 KAALA ST | HONOLULU | HI | 96822 | N/A | PUBLIC | CHARITABLE - GENERAL | $7,735 |
| MID PACIFIC INSTITUTE | |||||||
| 2445 KAALA ST | HONOLULU | HI | 96822 | N/A | PUBLIC | CHARITABLE - GENERAL | $100,000 |
| PACIFIC BUDDHIST ACADEMY | |||||||
| 1754 LUSITANA ST | HONOLULU | HI | 96813 | N/A | PUBLIC | CHARITABLE - GENERAL | $250 |
| PBS HAWAII | |||||||
| 315 SAND ISLAND ACCESS ROAD | HONOLULU | HI | 96819 | N/A | PUBLIC | CHARITABLE - GENERAL | $1,000 |
| PEARL HARBOR AVIATION MUSEUM | |||||||
| 521 ALA MOANA BLVD | HONOLULU | HI | 96818 | N/A | PUBLIC | CHARITABLE - GENERAL | $55 |
| PEARL HARBOR AVIATION MUSEUM | |||||||
| 521 ALA MOANA BLVD | HONOLULU | HI | 96818 | N/A | PUBLIC | CHARITABLE - GENERAL | $100 |
| THE SALVATION ARMY | |||||||
| PO BOX 620 | HONOLULU | HI | 96809 | N/A | PUBLIC | CHARITABLE - GENERAL | $100 |
| TRASHI GOMANG FOUNDATION | |||||||
| 1030 AOLOA PL APT 209A | KAILUA | HI | 96734 | N/A | PUBLIC | CHARITABLE - GENERAL | $10,000 |
| US OLYMPIC & PARALYMPIC FOUNDATION | |||||||
| ONE OLYMPIC PLAZA | COLORADO SPRINGS | CO | 80909 | N/A | PUBLIC | CHARITABLE - GENERAL | $88 |
| VETERANS OF FOREIGN WAR (VFW) | |||||||
| 406 WEST 34TH STREET | KANSAS CITY | MO | 64111 | N/A | PUBLIC | CHARITABLE - GENERAL | $35 |
| WOUNDED WARRIOR PROJECT | |||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | N/A | PUBLIC | CHARITABLE - GENERAL | $35 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $123,017 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,336 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $70,354 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $71,690 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $71,690 | 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 | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| KENNETH KOBATAKE | ||||||
| 1 | 1458 LAAMIA ST | HONOLULU | HI | 968211402 | $50,314 | Yes (X) |
| KENNETH KOBATAKE | ||||||
| 2 | 1458 LAAMIA ST | HONOLULU | HI | 968211402 | $46,345 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 2,000 SHS CLEARBRIDGE ENERGY MIDSTREAM OPPORTUNITY FUND INC. | $101,500 | 2025-01-24 |
| 2 | 1,000 SHS UBER TECHNOLOGIES, INC. | $65,230 | 2024-12-05 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,759 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,759 | DisbursementsCharitablePrpsAmt |
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 | $117,090 | BookValueAmt |
| EOYFMV | $149,032 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME TAX REFUND RECEIVABLE | Desc |
| BOY Book Value | $1,174 | BOYBookValueAmt |
| EOY Book Value | $201 | EOYBookValueAmt |
| EOYFMV | $201 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVISORY FEES | $1,568 | $1,568 | $0 |
| INVESTMENT FEE | $100 | $100 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAXES | CategoryTxt |
| Amt | $973 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |