RIGHTS EDUCATION ADOPTION & PROTECTION FOR ANIMAL WELFARE FOUN: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: RIGHTS EDUCATION ADOPTION & PROTECTION FOR ANIMAL WELFARE FOUN (EIN 06-1498082)
Tax period: 2011-01-01 to 2011-12-31
Filed: 2012-05-14
IRS object ID: 201231359349100218
Schema version: 2011v1.2
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
Accounting Fees Schedule
Investments Corp Stock Schedule
Other Expenses Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-05-14T09:03:19-05:00	Timestamp
Tax Period End Date	2011-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	060971924	EIN

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	BEERS HAMERMAN & CO PC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

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	ReturnType
Tax Period Begin Date	2011-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	061498082	EIN

Name Name

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)
Name Control	RIGH	NameControl
Phone	8088781100	Phone

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

Officer Officer

Field	Value	IRS element (for citing)
Name	RICHARD BUCKLEY	Name
Title	PRESIDENT	Title
Phone	8088781100	Phone
Date Signed	2012-05-02	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	ANTHONY F SANTORE	Name
PTIN	P01314925	PTIN
Phone	2037876527	Phone
Date Prepared	2012-05-02	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	1988270	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Not Required To Attach Schedule B	X	NotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss	4	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	4	InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss	50382	DividendsRevAndExpnss
Dividends Net Invst Incm	50382	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	54474	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	730460	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	54474	CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses	104860	TotalRevenueAndExpenses
Total Net Investment Income	104860	TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss	32400	CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm	9720	CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps	22680	CompOfcrDirTrstDsbrsChrtblPrps
Pension Empl Bnft Rev And Expnss	2591	PensionEmplBnftRevAndExpnss
Pension Empl Bnft Net Invst Incm	777	PensionEmplBnftNetInvstIncm
Pension Empl Bnft Dsbrs Chrtbl Prps	1814	PensionEmplBnftDsbrsChrtblPrps
Accounting Fees Rev And Expnss	4000	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	2000	AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps	2000	AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss	16986	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	16986	OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps	0	OtherProfFeesDsbrsChrtblPrps
Taxes Rev And Expnss	782	TaxesRevAndExpnss
Taxes Net Invst Incm	0	TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps	0	TaxesDsbrsChrtblPrps
Trav Conf Meeting Rev And Expnss	329	TravConfMeetingRevAndExpnss
Trav Conf Meeting Net Invst Incm	99	TravConfMeetingNetInvstIncm
Trav Conf Meeting Dsbrs Chrtbl Prps	230	TravConfMeetingDsbrsChrtblPrps
Other Expenses Rev And Expnss	7009	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	669	OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps	1610	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	64097	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	30251	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	28334	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	55850	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	55850	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	119947	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	30251	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	84184	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-15087	ExcessOfRevenueOverExpenses
Net Investment Income	74609	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	116442	CashBOY
Cash EOY	102665	CashEOY
Cash EOYFMV	102665	CashEOYFMV
Savings And Temp Cash Invst BOY	5709	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	5713	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	5713	SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY	1850275	InvestmentsCorpStockBOY
Investments Corp Stock EOY	1848961	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	1879892	InvestmentsCorpStockEOYFMV
Total Assets BOY	1972426	TotalAssetsBOY
Total Assets EOY	1957339	TotalAssetsEOY
Total Assets EOYFMV	1988270	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	1972426	RetainedEarningsBOY
Retained Earnings EOY	1957339	RetainedEarningsEOY
Total Net Assets BOY	1972426	TotalNetAssetsBOY
Total Net Assets EOY	1957339	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	1972426	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	1957339	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	1972426	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-15087	ExcessOfRevenueOverExpenses
Other Increases	0	OtherIncreases
Subtotal	1957339	Subtotal
Other Decreases	0	OtherDecreases
Total Net Assets Fund Balances EOY	1957339	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)

Description Of AssetDescriptionOfAsset	How AcquiredHowAcquired	Gross Sales PriceGrossSalesPrice	Cost Or Other BasisCostOrOtherBasis	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses
PUBLICLY TRADED SECURITIES - MORGAN STANLEY #11603190	P	405816	415549	-9733	-9733
PUBLICLY TRADED SECURITIES - MORGAN STANLEY #XXX-XX-XXXX	P	194882	166747	28135	28135
PUBLICLY TRADED SECURITIES - MORGAN STANLEY #XXX-XX-XXXX	P	63003	56038	6965	6965
PUBLICLY TRADED SECURITIES - MORGAN STANLEY #XXX-XX-XXXX	P	66759	37652	29107	29107

Field	Value	IRS element (for citing)
Capital Gain Net Income	54474	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	0	LiableFor4942Tax
Qualifying Distributions Year1	96969	QualifyingDistributionsYear1
Noncharitable Assets Year1	2067088	NoncharitableAssetsYear1
Distribution Ratio Year1	0.046911	DistributionRatioYear1
Qualifying Distributions Year2	95335	QualifyingDistributionsYear2
Noncharitable Assets Year2	1844906	NoncharitableAssetsYear2
Distribution Ratio Year2	0.051675	DistributionRatioYear2
Qualifying Distributions Year3	98694	QualifyingDistributionsYear3
Noncharitable Assets Year3	2163713	NoncharitableAssetsYear3
Distribution Ratio Year3	0.045613	DistributionRatioYear3
Qualifying Distributions Year4	117016	QualifyingDistributionsYear4
Noncharitable Assets Year4	2504286	NoncharitableAssetsYear4
Distribution Ratio Year4	0.046726	DistributionRatioYear4
Qualifying Distributions Year5	99116	QualifyingDistributionsYear5
Noncharitable Assets Year5	2421650	NoncharitableAssetsYear5
Distribution Ratio Year5	0.040929	DistributionRatioYear5
Total Distribution Ratio	0.231854	TotalDistributionRatio
Average Distribution Ratio	0.046371	AverageDistributionRatio
Net Noncharitable Assets	2149364	NetNoncharitableAssets
Adjusted Noncharitable Assets	99668	AdjustedNoncharitableAssets
One Percent Net Investment Income	746	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	100414	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	84184	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	1492	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	1492	Subtotal
Subtitle A Tax	0	SubtitleATax
Tax Based On Investment Income	1492	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	560	EstTaxPaymentsAndOverpayment
Total Credits And Payments	560	TotalCreditsAndPayments
Tax Due	932	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	1	UnrelatedBusIncomeOver1000
Form990 T Filed	1	Form990TFiled
Termination Etc	0	TerminationEtc
Requirements Of Sect508e	1	RequirementsOfSect508e
At Least5000 In Assets	1	AtLeast5000InAssets
States Filed With	CT	StatesFiledWith
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 Business Name BooksInCareOfBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Books In Care Of Phone Number	8088781100	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

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 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	1	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	1	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	0	TransferAssetsToDsqflyPerson
Payment To Government Offical	0	PaymentToGovernmentOffical
Acts Fail To Qualify As Exceptions	0	ActsFailToQualifyAsExceptions
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
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	32400	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 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	2067012	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	115083	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	2182095	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	2182095	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	32731	CashDeemedCharitable
Net Noncharitable Assets	2149364	NetNoncharitableAssets
Minimum Investment Return	107468	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	107468	MinimumInvestmentReturn
Tax Based On Investment Income	1492	TaxBasedOnInvestmentIncome
Total Tax	1492	TotalTax
Distributable Amount Before Adj	105976	DistributableAmountBeforeAdj
Recoveries Qlfy Distributions	0	RecoveriesQlfyDistributions
Distributable Amount Before Ded	105976	DistributableAmountBeforeDed
Deduction Fr Distributable	$0	DeductionFrDistributableAmount
Distributable Amount As Adjusted	105976	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	84184	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Qualifying Distributions	84184	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	0	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	84184	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	105976	DistributableAmountAsAdjusted
Undistributed Income Prior Year	44716	UndistributedIncomePriorYear
Total For Prior Years	0	TotalForPriorYears
Total Excess Distri Carryover	0	TotalExcessDistriCarryover
Qualifying Distributions	84184	QualifyingDistributions
Applied To Year1	44716	AppliedToYear1
Applied To Prior Years	0	AppliedToPriorYears
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	39468	AppliedToCurrentYear
Remaining Distri From Corpus	0	RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus	0	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	0	ExcessDistriCyovAppliedCY
Total Corpus	0	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	66508	UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g3	0	DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year5	0	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	0	ExcessDistriCyovToNextYear

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

Field	Value	IRS element (for citing)
Recipient Name	RICHARD BUCKLEY	RecipientName

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 Number	8088781100	RecipientPhoneNumber
Form And Info And Materials	LETTER DESCRIBING ORGANIZATION AND AMOUNT REQUESTED	FormAndInfoAndMaterials
Submission Deadlines	NONE	SubmissionDeadlines
Restrictions On Awards	NON PROFIT ORGANIZATIONS DEVOTED TO ANIMAL ACTIVITIES	RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (30 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
AMERICAN RED CROSSJAPAN RELIEF FUND
2025 E STREET NW	WASHINGTON	DC	20006	NONE	PUBLIC CHARITY	GENERAL OPERATING	$500
CASTING FOR RECOVERY
PO BOX 1123	MANCHESTER	VT	05254	NONE	PUBLIC CHARITY	GENERAL OPERATING	$2,000
CHILDREN'S HOSPITAL BOSTON
300 LONGWOOD AVE	BOSTON	MA	02115	NONE	PUBLIC CHARITY	GENERAL OPERATING	$1,000
CONNECTICUT FOOD BANK
PO BOX 8686	NEW HAVEN	CT	06531	NONE	PUBLIC CHARITY	GENERAL OPERATING	$2,500
CREATURE KINDNESS
PO BOX 185211	HAMDEN	CT	06518	NONE	PUBLIC CHARITY	GENERAL OPERATING	$3,000
FIDELCO GUIDE DOG FOUNDATION
103 OLD IRON ORE ROAD	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	$1,000
GREYHOUND RESCUE & REHABIITATION
PO BOX 572	CROSS RIVER	NY	10518	NONE	PUBLIC CHARITY	GENERAL OPERATING	$3,000
HAWAII PUBLIC RADIO
738 KAHEKA STREET	HONOLULU	HI	96814	NONE	PUBLIC CHARITY	GENERAL OPERATING	$500
HEIFER INTERNATIONAL
PO BOX 6021	ALBERT LEA	MN	56007	NONE	PUBLIC CHARITY	GENERAL OPERATING	$1,000
HOSPICE MAUI
PO BOX 851	MAKAWAO	HI	96768	NONE	PUBLIC CHARITY	GENERAL OPERATING	$2,000
LANAI ANIMAL RESCUE CENTER
PO BOX 631577	LANAI CITY	HI	96763	NONE	PUBLIC CHARITY	GENERAL OPERATING	$4,500
MAUI ARTS & CULTURAL CENTER
ONE CAMERON WAY	KAHULUI	HI	96732	NONE	PUBLIC CHARITY	GENERAL OPERATING	$2,000
MAUI FOOD BANK
760 KOLU STREET	WAILUKU	HI	96793	NONE	PUBLIC CHARITY	GENERAL OPERATING	$2,000
MAUI HUMANE SOCIETY
PO BOX 1047	PUUNENE	HI	96784	NONE	PUBLIC CHARITY	GENERAL OPERATING	$2,000
MAUI ON STAGE AT THE HISTORIC IAO THEATER
68 NORTH MARKET STREET	WAILUKU	HI	96793	NONE	PUBLIC CHARITY	GENERAL OPERATING	$750
MIDWEST FRIENDS OF ANIMALS INC
12873 STATE ROAD 48	JASONVILLE	IN	47438	NONE	PUBLIC CHARITY	GENERAL OPERATING	$500
NEW HAVEN ANIMAL SHELTER
PO BOX 9056	NEW HAVEN	CT	06532	NONE	PUBLIC CHARITY	GENERAL OPERATING	$1,000
NINTH LIFE
PO BOX 476	MAKAWAO	HI	96768	NONE	PUBLIC CHARITY	GENERAL OPERATING	$1,500
NORTHEAST ANIMAL SHELTER
204 HIGHLAND AVENUE	SALEM	MA	01970	NONE	PUBLIC CHARITY	GENERAL OPERATING	$1,000
OVARIAN CANCER RESEARCH FUND
14 PENNSYLVANIA PLAZA STE 1400	NEW YORK	NY	10122	NONE	PUBLIC CHARITY	GENERAL OPERATING	$2,500
PET PREVENT A LITTER
PO BOX 401	SAN MARCOS	TX	78667	NONE	PUBLIC CHARITY	GENERAL OPERATING	$500
PURRS & PAWS
3856 RT 9L	LAKE GEORGE	NY	12845	NONE	PUBLIC CHARITY	GENERAL OPERATING	$1,000
SALVATION ARMY
35 HALE KUAI STREET	KIHEI	HI	96753	NONE	PUBLIC CHARITY	GENERAL OPERATING	$1,000
SAVE THE CHILDREN FEDERATION INC
54 WILTON ROAD	WESTPOST	CT	06880	NONE	PUBLIC CHARITY	GENERAL OPERATING	$2,500
THE GREATER NEW HAVEN CAT PROJECT INC
PO BOX 1432	NEW HAVEN	CT	06506	NONE	PUBLIC CHARITY	GENERAL OPERATING	$3,000
THE HOPE ALLIANCE FOR ANIMALS
88 MORSE PLACE	NEW HAVEN	CT	06512	NONE	PUBLIC CHARITY	GENERAL OPERATING	$5,000
WILDCAT SANCTUARY
PO BOX 314	SANDSTONE	MN	55072	NONE	PUBLIC CHARITY	GENERAL OPERATING	$500
WOMEN & FAMILY LIFE CENTER
96 FAIR STREET	GUILFORD	CT	06437	NONE	PUBLIC CHARITY	GENERAL OPERATING	$2,500
WOMEN HELPING WOMEN
1935 MAIN STREET STE 202	WAILUKU	HI	96793	NONE	PUBLIC CHARITY	GENERAL OPERATING	$2,600

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	55850	TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future	0	TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$4	ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$50,382	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$54,474	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	$0	UnrelatedBusinessIncomeAmount
Exclusion	$104,860	ExclusionAmount
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	104860	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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	Category
Amount	$4,000	Amount
Net Investment Income	2000	NetInvestmentIncome
Disbursements Charitable Prps	2000	DisbursementsCharitablePrps

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

Field	Value	IRS element (for citing)
Name Of Stock	MORGAN STANLEY	NameOfStock
EOY Book Value	1848961	EOYBookValue
EOYFMV	1879892	EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (5 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
INSURANCE	630	189	441
TELEPHONE	597	179	418
MISCELLANEOUS	1051	301	751
PASS-THROUGH: GLOBAL PARTNERS LP	3729	0	0
PASS-THROUGH: INERGY LP	1002	0	0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Field	Value	IRS element (for citing)
Category	INVESTMENT FEES	Category
Amount	$16,986	Amount
Net Investment Income	16986	NetInvestmentIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
EXCISE TAX - PRIOR YEAR BALANCE DUE	$222	0	0
EXCISE TAX - ESTIMATED PAYMENTS FOR CURRENT YEAR	$560	0	0