KSK FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- KSK FOUNDATION (EIN 05-0630282)
- Tax period
- 2012-10-01 to 2013-09-30
- Filed
- 2014-01-15
- IRS object ID
- 201440179349100604
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-01-15T17:30:00-06:00 | Timestamp |
| Tax Period End Date | 2013-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 990169131 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | N&K CPAS INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 BISHOP ST STE 1700 | AddressLine1 |
| City | HONOLULU | City |
| State | HI | State |
| ZIP Code | 968133696 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 050630282 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KSK FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | KSKF | NameControl |
| Phone | 8086821315 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 701555 | AddressLine1 |
| City | KAPOLEI | City |
| State | HI | State |
| ZIP Code | 96709 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KENNETH KOBATAKE | Name |
| Title | PRESIDENT | Title |
| Phone | 8086821315 | Phone |
| Date Signed | 2013-11-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRIAN S ISOBE | Name |
| PTIN | P00737357 | PTIN |
| Phone | 8085242255 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 369477 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 45352 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 6754 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 6754 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 44897 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 105924 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 44897 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 97003 | TotalRevenueAndExpenses |
| Total Net Investment Income | 51651 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 3821 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 3821 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 2865 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 2865 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 448 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 7134 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 2865 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 3821 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 36500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 36500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 43634 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 2865 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 40321 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 53369 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 48786 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 18294 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 2621 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 2621 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 43455 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 109685 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 107557 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 234786 | InvestmentsOtherBOY |
| Investments Other EOY | 237706 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 259299 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 296535 | TotalAssetsBOY |
| Total Assets EOY | 350012 | TotalAssetsEOY |
| Total Assets EOYFMV | 369477 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 296535 | RetainedEarningsBOY |
| Retained Earnings EOY | 350012 | RetainedEarningsEOY |
| Total Net Assets BOY | 296535 | TotalNetAssetsBOY |
| Total Net Assets EOY | 350012 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 296535 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 350012 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 296535 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 53369 | ExcessOfRevenueOverExpenses |
| Other Increases | 108 | OtherIncreases |
| Subtotal | 350012 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 350012 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (8 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| 200.000 SHS HONEYWELL INTERNATIONAL INC | 2008-07-22 | 2013-01-18 | 13397 | 10555 | 2842 | 2842 |
| 1,100.000 SHS HONEYWELL INTERNATIONAL INC | 2008-11-04 | 2013-01-18 | 73683 | 34797 | 38886 | 38886 |
| 25.000 SHS APPLE INC | 2007-01-30 | 2012-12-10 | 13036 | 2136 | 10900 | 10900 |
| 222.000 SHS CSR PLC ORD | 2007-08-07 | 2012-12-10 | 1074 | 5608 | -4534 | -4534 |
| 500.000 SHS MICRON TECH INC | 2007-06-04 | 2012-12-10 | 3224 | 6299 | -3075 | -3075 |
| 38.637 SHS CONSULTING GRP LG CP GW INVEST | 2007-12-26 | 2013-07-10 | 740 | 633 | 107 | 107 |
| 48.019 SHS CONSULTING GRP EMRG MKT EQ INV | 2007-12-26 | 2013-04-09 | 738 | 968 | -230 | -230 |
| 3.809 SHS CONSULTING GRP CORE FIXED INC | 2007-12-26 | 2013-01-10 | 32 | 31 | 1 | 1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 44897 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 82249 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 271130 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.303356 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 25048 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 307556 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.081442 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 18408 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 260598 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.070638 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 10097 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 210570 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.047951 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 56754 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 414087 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.137058 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.640445 | TotalDistributionRatio |
| Average Distribution Ratio | 0.128089 | AverageDistributionRatio |
| Net Noncharitable Assets | 342487 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 43869 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 488 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 44357 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 40321 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 976 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 976 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 976 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 240 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 240 | TotalCreditsAndPayments |
| Tax Due | 736 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | HI | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | KSK FOUNDATION | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 8086821315 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 701555 | AddressLine1 |
| City | KAPOLEI | City |
| State | HI | State |
| ZIP Code | 96709 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| KENNETH J KOBATAKE | ||||||||
| PO BOX 701555 | KAPOLEI | HI | 96709 | PRESIDENT | 0.50 | 0 | 0 | 0 |
| SUE-ANN G KOBATAKE | ||||||||
| PO BOX 701555 | KAPOLEI | HI | 96709 | VICE PRESIDENT, TREASURER | 0.50 | 0 | 0 | 0 |
| DAVIS HIGA | ||||||||
| PO BOX 701555 | KAPOLEI | HI | 96709 | SECRETARY | 0.50 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 336474 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 11229 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 347703 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 347703 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 5216 | CashDeemedCharitable |
| Net Noncharitable Assets | 342487 | NetNoncharitableAssets |
| Minimum Investment Return | 17124 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 17124 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 976 | TaxBasedOnInvestmentIncome |
| Total Tax | 976 | TotalTax |
| Distributable Amount Before Adj | 16148 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 16148 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 16148 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 40321 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 40321 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 40321 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 16148 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 36542 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year3 | 5411 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 9940 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 69106 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 120999 | TotalExcessDistriCarryover |
| Qualifying Distributions | 40321 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 16148 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 24173 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 145172 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 36542 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 108630 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 5411 | ExcessFromYear3 |
| Excess From Year2 | 9940 | ExcessFromYear2 |
| Excess From Year1 | 69106 | ExcessFromYear1 |
| Excess From Current Year | 24173 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KENNETH J KOBATAKE | ContributingManager |
| Contributing Manager | SUE-ANN G KOBATAKE | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| COALITION FOR A DRUG-FREE HAWAII | |||||||
| 1130 NORTH NIMITZ HIGHWAY A259 | HONOLULU | HI | 96817 | N/A | PUBLIC | CHARITABLE - GENERAL | $250 |
| HOKULELE VOLLEY BALL CLUB | |||||||
| 5544 PIA STREET | HONOLULU | HI | 96821 | N/A | PUBLIC | CHARITABLE - GENERAL | $1,250 |
| MID-PACIFIC INSTITUTE | |||||||
| 2445 KAALA STREET | HONOLULU | HI | 96822 | N/A | PUBLIC | CHARITABLE - GENERAL | $5,000 |
| UH FOUNDATION | |||||||
| 2444 DOLE STREET BACHMAN HALL 105 | HONOLULU | HI | 96822 | N/A | PUBLIC | CHARITABLE - GENERAL;LISTTOTAL 7681 | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 36500 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $6,754 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $44,897 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $51,651 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 51651 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | KENNETH SUE-ANN KOBATAKE | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99-1019 KAHUA PLACE | AddressLine1 |
| City | AIEA | City |
| State | HI | State |
| ZIP Code | 96701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 82511 | AggregateContributions |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | 1,300 SHS HONEYWELL INTERNATIONAL INC | NoncashPropertyDescription |
| Fair Market Value | 82511 | FairMarketValue |
| Date Received | 2012-12-31 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | Category |
| Amount | $3,821 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 3821 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | MSSB INVESTMENTS #190289 - VALUED AT COST | NameOfStock |
| EOY Book Value | 109685 | EOYBookValue |
| EOYFMV | 107557 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MSSB INVESTMENTS #190320 - MUTUAL FUNDS | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 237706 | BookValue |
| EOYFMV | 259299 | EOYFMV |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BOOK/TAX GAIN ON SALE OF ASSETS DIFFERENCE | Description |
| Amount | $108 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | Category |
| Amount | $2,865 | Amount |
| Net Investment Income | 2865 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NET INVESTMENT EXCISE TAX | Category |
| Amount | $448 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |