Charles Furneaux Charitable Trust 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
| Charles Furneaux Charitable Trust | |
| Employer Identification Number (EIN) | 996571634 |
| Name of Organization | Charles Furneaux Charitable Trust |
| In Care of Name | Hawaiian Trust Co Ltd - Trustee |
| Address | PO BOX 3170 DEPT 715, Honolulu, HI 96802-3170 |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Foundation | All organizations except 501(c)(3) |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 12/2011 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $2,184,557 |
| Amount of Income | $2,182,306 |
| Form 990 Revenue Amount | $62,481 |
Non-representatives - add comments:
Revenue for 2011
Expenses for 2011
Assets for 2011
| Analysis of Revenue and Expenses (for 2011) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $62,481 | $62,481 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $11 | |||
| Dividends and interest from securities | $60,921 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $1,549 | |||
| Total expenses and disbursements | $137,551 | $27,447 | $0 | $105,087 |
| Compensation of officers, directors, trustees, etc. | $35,570 | |||
| Total operating and administrative expenses | $42,372 | $27,447 | $9,908 | |
| Contributions, gifts, grants paid | $95,179 | |||
| Excess of revenue over expenses and disbursements | $-75,070 | |||
| Net investment income | $35,034 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $2,184,557 | $2,266,170 |
| Cash - non-interest-bearing | $535 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $2,110,579 | |
| Other | $73,443 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $2,184,557 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $1,549 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2011) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $701 |
| Total credits and payments | $2,800 |
| 2011 estimated tax payments and 2010 overpayment credited to 2011 | $2,800 |
| 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 |
| Overpayment | $2,099 |
| Amount to be credited to 2012 estimated tax | $720 |
| Statements Regarding Activities (for 2011) | |
| 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 2011 or the taxable year beginning in 2011? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2011) | |
| 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 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011? | No |
| 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 2011) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $2,374,451 |
| Net value of noncharitable-use assets | $2,338,840 |
| Minimum investment return | $116,942 |
| Distributable Amount (for 2011) | |
| Distributable amount | $116,241 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $116,241 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $0 |
| Private Operating Foundations (for 2011) | |||||
| 2011 | 2010 | 2009 | 2008 | 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 |
| Write your review! |
|
|
| Recently Added Reviews |
| Kanu Hawaii in Honolulu, HI |
Parents Without Partners Inc in Honolulu, HI
 |
| Save The Food Basket Inc in Honolulu, HI |
| Taiwanese Presbyterian Church Of Honolulu in Honolulu, HI |
Association Of Hawaiian Evangelical Churches in Honolulu, HI
 |
Pacific Alliance To Stop Slavery Incorporated in Honolulu, HI
 |
| Street Beat Inc in Honolulu, HI |
| Hokulele Volleyball Club in Honolulu, HI |
| Free Wesleyan Church Of Tonga In The United States Of America in Honolulu, HI |
|
Tails Of Aloha in Waipahu, HI
|
| Other organizations in Hawaii | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Hawaii Pacific Health Group Return | 55 Merchant St Fl 24, Honolulu, HI 96813-4333 | HI | 2011-01 | $1,075,571,358 |
| 2 | Hope Services Hawaii Inc | 1315 Kalanianaole Ave, Hilo, HI 96720-4911 | HI | 1946-03 | $4,007,880 |
| 3 | Key Club International | 4695 Mailihuna Road, Kapaa, HI 96746 | HI | 1967-04 | $2,202 |
| 4 | Moloaa Irrigation Cooperative | PO BOX 506, Anahola, HI 96703-0506 | HI | 2011-12 | $175,763 |
| 5 | Pop Warner Little Scholars Inc, Kauai Pop Warner Football League | P O Box 3235, Lihue, HI 96766 | HI | 1990-02 | $71,611 |
| 6 | Pta Hawaii Congress, Aliamanu Elementary Pta | 3265 Salt Lake Blvd, Honolulu, HI 96818 | HI | $22,822 | |
| 7 | Waikiki School Pto | 3710 Leahi Ave, Honolulu, HI 96815-4429 | HI | 2012-05 | $132,053 |
| 8 | Wpo Hawaii Chapter | PO BOX 1756, Honolulu, HI 96806-1756 | HI | 2010-09 | $67,611 |
| 9 | 4-H Clubs & Affiliated 4-H Organizations, Hawaii State 4-H Livestock Council | 3050 Maile Way, Honolulu, HI 96822 | HI | 1946-04 | $2,902 |
| 10 | Boy Scouts Of America, 102 Maui Council Tr Fund | PO BOX 3170, Honolulu, HI 96802-3170 | HI | 1965-11 | $336,670 |
| 11 | Charles Furneaux Charitable Trust | PO BOX 3170 DEPT 715, Honolulu, HI 96802-3170 | HI | $2,182,306 | |
| 12 | Hawaii Longshore Division Ilwu | 451 Atkinson Dr, Honolulu, HI 96814-4729 | HI | 1967-01 | $4,783,271 |
| 13 | Kapolei Chamber Of Commerce | 1001 Kamokila Boulevard No 250, Kapolei, HI 96707-2014 | HI | 2012-01 | $82,191 |
| 14 | Makao Community Association | PO BOX 423, Hauula, HI 96717-0423 | HI | 1987-02 | $8,991 |
| 15 | Parents Families And Friends Of Lesbians And Gays Inc, Pflag-Oahu | 92 954 Makakilo Drive 71, Kapolei, HI 96707-1340 | HI | 1994-03 | $2,750 |
| 16 | Peace Forum Hawaii Inc | 99-682 Kahilinai Pl, Aiea, HI 96701-3537 | HI | 2012-02 | $287,471 |
| 17 | Pta Hawaii Congress | 530 Keolu Drive, Kailua, HI 96734 | HI | 1972-06 | $15,276 |
| 18 | West Kauai Business & Professional Assn | PO BOX 903, Waimea, HI 96796-0903 | HI | 1986-05 | $9,451 |
| 19 | West Oahu Economic Developement Association Inc | PO BOX 700972, Kapolei, HI 96709-0972 | HI | 2012-04 | $69,433 |
| 20 | Sunset Beach Community Association | Po Box 471, Haleiwa, HI 96712 | HI | 1961-06 | $91 |
Organization representatives - add corrected or new information about Charles Furneaux Charitable Trust »
Non-representatives - add comments about Charles Furneaux Charitable Trust»