Frieda J I Matthewman Charitable Irrevocable Trust 455653030 in Honolulu, Hawaii (HI)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Other organizations in Hawaii
| Frieda J I Matthewman Charitable Irrevocable Trust 455653030 | |
| Employer Identification Number (EIN) | 906009373 |
| Name of Organization | Frieda J I Matthewman Charitable Irrevocable Trust 455653030 |
| In Care of Name | First Hawaiian Bank |
| Address | PO BOX 3708, Honolulu, HI 96811-3708 |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Foundation | All organizations except 501(c)(3) |
| Tax Period | 12/2012 |
| Assets | $500,000 to $999,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $548,828 |
| Amount of Income | $69,653 |
| Form 990 Revenue Amount | $22,737 |
Non-representatives - add comments:
Revenue for 2012
Expenses for 2012
Assets for 2012
| Analysis of Revenue and Expenses (for 2012) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $18,960 | $18,960 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $13,776 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $5,184 | |||
| Total expenses and disbursements | $30,492 | $4,785 | $0 | $25,231 |
| Compensation of officers, directors, trustees, etc. | $5,784 | |||
| Total operating and administrative expenses | $8,207 | $4,785 | $2,946 | |
| Contributions, gifts, grants paid | $22,285 | |||
| Excess of revenue over expenses and disbursements | $-11,532 | |||
| Net investment income | $14,175 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $548,828 | $587,435 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $296,195 | |
| Investments-corporate bonds | $238,715 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $13,918 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $548,828 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $5,184 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2012) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $284 |
| Total credits and payments | $356 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $356 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $0 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $72 |
| Amount to be credited to 2013 estimated tax | $72 |
| Statements Regarding Activities (for 2012) | |
| During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign? | No |
| Was there a liquidation, termination, dissolution, or substantial contraction during the year? | No |
| Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2012) | |
| During the year did the foundation (either directly or indirectly): | |
| Engage in the sale or exchange, or leasing of property with a disqualified person? | No |
| Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? | No |
| Furnish goods, services, or facilities to (or accept them from) a disqualified person? | No |
| Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | Yes |
| Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? | No |
| Agree to pay money or property to a government official? | No |
| At the end of tax year 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012? | Yes |
| Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? | No |
| Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? | No |
| During the year did the foundation pay or incur any amount to: | |
| Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? | No |
| Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? | No |
| Provide a grant to an individual for travel, study, or other similar purposes? | No |
| Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)? | No |
| Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? | No |
| Minimum Investment Return (for 2012) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $580,595 |
| Net value of noncharitable-use assets | $571,880 |
| Minimum investment return | $28,594 |
| Distributable Amount (for 2012) | |
| Distributable amount | $28,310 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $28,310 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $19,788 |
| Private Operating Foundations (for 2012) | |||||
| 2012 | 2011 | 2010 | 2009 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Qualifying distributions made directly for active conduct of exempt activities | $0 | $0 | $0 | $0 | $0 |
| Value of all assets | $0 | $0 | $0 | $0 | $0 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
| 2/3 of minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) | $0 | $0 | $0 | $0 | $0 |
| Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii) | $0 | $0 | $0 | $0 | $0 |
| Gross investment income | $0 | $0 | $0 | $0 | $0 |
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| Other organizations in Hawaii | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Forces Inc | 45-532 Halekou Road, Keaneohe, HI 96744 | HI | 2002-05 | $0 |
| 2 | Fraternal Order Of Eagles, 140 Aerie | 215 Mokauea St, Honolulu, HI 96819-3108 | HI | 1991-08 | $107,822 |
| 3 | Fraternal Order Of Eagles | 16-111 Opukahaia St, Keaau, HI 96749 | HI | 1991-08 | $13,174 |
| 4 | Frear Eleemosynary Trust Mary D & Walter F | PO BOX 3170, Honolulu, HI 96802-3170 | HI | 1945-06 | $5,083,227 |
| 5 | Fred And Olive Morrison Charitable Foundation | PO BOX 4346, Honolulu, HI 96812-4346 | HI | 1988-11 | $712 |
| 6 | Fred Baldwin Memorial Foundation | 827 Fort St Mall, Honolulu, HI 96813-4317 | HI | 1943-10 | $2,314,134 |
| 7 | Frederic Duclos Barstow Foundation | PO BOX 3170, Honolulu, HI 96802-3170 | HI | 1933-11 | $516,801 |
| 8 | Freedom Life Center | 889 Kuhio Place, Wailku, HI 96793 | HI | 1999-05 | $0 |
| 9 | Freedom Ranch Maui Inc | Po Box 837, Kihei, HI 96753 | HI | 2006-05 | $0 |
| 10 | Freedom To Choose Fellowship | 885 Kilauea Ave, Hilo, HI 96720-4214 | HI | 2002-10 | $8,532 |
| 11 | Frieda J I Matthewman Charitable Irrevocable Trust 455653030 | PO BOX 3708, Honolulu, HI 96811-3708 | HI | $69,653 | |
| 12 | Friends For Fitness | PO BOX 4231, Kailua Kona, HI 96740 | HI | 1998-04 | $0 |
| 13 | Friends For Waialua Town | Po Box 538, Waialua, HI 96791 | HI | 1998-01 | $0 |
| 14 | Friends For@life | 83-592 Farrington Hwy, Waianae, HI 96792-1868 | HI | 2008-09 | $2,452 |
| 15 | Friends Of Hawaii Volcanoes National Park | PO BOX 653, Volcano, HI 96785-0653 | HI | 1998-04 | $107,931 |
| 16 | Friends Of Hawaiis Urban Forest | 92-963 Hunekai Pl, Kapolei, HI 96707-1581 | HI | 2008-12 | $434,591 |
| 17 | Friends Of Heeia State Park | 47-158 Mapele Way, Kaneohe, HI 96744-4960 | HI | 1983-11 | $62,305 |
| 18 | Friends Of Hokulea And Hawaiiloa Inc | Po Box 696, Kailua, HI 96734 | HI | 1997-11 | $23,268 |
| 19 | Friends Of Honolulu Botanical Gardens | 180 N Vineyard Blvd, Honolulu, HI 96817-3937 | HI | 1963-03 | $369,016 |
| 20 | Friends Of Honolulu City Lights, Carol Costa | PO BOX 8877, Honolulu, HI 96830-0877 | HI | 2002-01 | $223,673 |
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