Aloha Foundation Tr

990PF • Fiscal year 2012 • EIN 04-7026648

Jan 01, 2012 to Dec 31, 2012 • Filed on Oct 29, 2013

Organization Profile

60 State Street02109

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2012 filings • $10M-$25M nonprofits • Source year 2012

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Higher top officer pay than 57% of similar nonprofits.

2012 filings • $10M-$25M nonprofits • Source year 2012

25%

Faster asset growth than 90% of similar nonprofits.

2012 filings • $10M-$25M nonprofits • Annualized from 2011 to 2012

No value available

No valid filing value is available for this score.

Balance Sheet

Liabilities / Assets15th percentile

Assets

$12,060,527

Up $2,444,407 (+25%) from 2011

Net Assets

$12,060,527

No earlier filing loaded for comparison.

Liabilities

Flat

Flat from 2011

Revenue And Expenses

Liabilities / RevenueScore unavailable Net MarginScore unavailable

Revenue

No earlier filing loaded for comparison.

Expenses

Down

$1,185,859

Down $435,206 (-27%) from 2011

Net Income

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2012

Assets$12,060,527

Liabilities$0

Net Assets$12,060,527

Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2012

Revenue-

Expenses$1,185,859

Net Income-

Open 2012 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2012 to Dec 31, 2012
Signed: Oct 29, 2013
Return Version: 2012v2.1

Compensation and Service Providers

Top Officer Pay57th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Amy B Naughton	Trustee	-	$0	-	-

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	Randolph College	capital improvements	501(c)(3) public cha	Lynchburg, VA, US	$515,925
Paid Grant	Jefferson Scholars Fndn	scholarships	501(c)(3) public cha	Charlottesville, VA, US	$300,560
Paid Grant	Rhode Island Community Food Bank	unrestricted grant	501(c)(3) public cha	Providence, RI, US	$150,000
Paid Grant	School One	student financial aid	501(c)(3) public cha	Providence, RI, US	$50,000
Paid Grant	Bradley Hospital Foundation	outpatient services	501(c)(3) public cha	E Providence, RI, US	$48,250
Paid Grant	Amos House	capital improvements	501(c)(3) public cha	Providence, RI, US	$35,000
Paid Grant	Planned Parenthood of Southern New England	teen education programming	501(c)(3) public cha	New Haven, CT, US	$25,000
Paid Grant	Southside Community Land Trust	garden acquisition	501(c)(3) public cha	Providence, RI, US	$25,000

Filing and Contact Details

Filer

EIN: 04-7026648

Raw XML AppendixShowing 400 of 448 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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DistributionFromCorpusElection/Election	0	The Aloha Foundation hereby elects, pursuant to Regulation section 53.4942(a)-3(d)(2), to treat $1,149,735 of qualifying distributions made during the year ending December 31, 2012 as being made out of corpus.
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InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	0	Goldman Liberty Harbor
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	1	Goldman Aloha Client
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	2	High Vista II LP
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	3	FPA Hawkeye Fund LLC
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	0	Amy B Naughton
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	0	Trustee
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	3	515925
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	4	150000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	5	25000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	6	300560
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	7	50000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	0	capital improvements
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	1	outpatient services
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	2	teen education programming
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	3	capital improvements
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	4	unrestricted grant
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	5	garden acquisition
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	6	scholarships
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	7	student financial aid
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	0	Amos House
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	1	Bradley Hospital Foundation
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	2	Planned Parenthood of Southern New England
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	3	Randolph College
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	4	Rhode Island Community Food Bank
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	5	Southside Community Land Trust
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	6	Jefferson Scholars Fndn
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	7	School One
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	0	501(c)(3) public cha
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	1	501(c)(3) public cha
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	2	501(c)(3) public cha
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	3	501(c)(3) public cha
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	4	501(c)(3) public cha
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	5	501(c)(3) public cha
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	6	501(c)(3) public cha
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	7	501(c)(3) public cha
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	0	none
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	1	none
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	2	none
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	3	none
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	4	none
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	5	none
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	6	none
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	7	none
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	0	415 Friendship Street
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	1	1011 Veterans Memorial Pkwy
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	2	345 Whitney Ave
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	3	2500 Rivermont Ave
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	4	200 Niactic Ave
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	5	109 Somerset St
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	6	112 Clarke Court
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	7	220 University Ave
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	0	Providence
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	1	E Providence
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	2	New Haven
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	3	Lynchburg
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	4	Providence
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	5	Providence
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	6	Charlottesville
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	7	Providence
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	0	RI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	1	RI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	2	CT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	3	VA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	4	RI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	5	RI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	6	VA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	7	RI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	0	02907
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	1	02915
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	2	06511
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	3	24503
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	4	02907
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	5	02907
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	6	22903
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	7	02906
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected	0	X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture	0	0
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear	0	1149735
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO	0	0
IRS990PF/UndistributedIncome/AppliedToCurrentYear	0	0
IRS990PF/UndistributedIncome/AppliedToPriorYears	0	0
IRS990PF/UndistributedIncome/AppliedToYear1	0	0
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted	0	586562
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g3	0	0
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1	0	1321691
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus	0	586562
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY	0	586562
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear	0	1884864
IRS990PF/UndistributedIncome/ExcessFromCurrentYear	0	1149735
IRS990PF/UndistributedIncome/ExcessFromYear1	0	735129
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax	0	0
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome	0	0
IRS990PF/UndistributedIncome/QualifyingDistributions	0	1149735
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus	0	0
IRS990PF/UndistributedIncome/TaxableAmount1	0	0
IRS990PF/UndistributedIncome/TaxableAmount2	0	0
IRS990PF/UndistributedIncome/TotalCorpus	0	1884864
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover	0	1321691
IRS990PF/UndistributedIncome/TotalForPriorYears	0	0
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus	0	1149735
IRS990PF/UndistributedIncome/UndistributedIncomeCY	0	0
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear	0	0
IRS990ScheduleB/ContributorInfo/AggregateContributions	0	2009217
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine1	0	Lourie Cutler PC 60 State St
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City	0	Boston
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State	0	MA
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode	0	02109
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine1	0	Aloha II Foundation LLC
IRS990ScheduleB/ContributorInfo/ContributorNumber	0	1
IRS990ScheduleB/ContributorInfo/PersonContributionType	0	X
IRS990ScheduleB/GeneralRule	0	X
IRS990ScheduleB/Organization501c3ExemptPF	0	X
LegalFeesSchedule/LegalFees/Amount	0	11682
LegalFeesSchedule/LegalFees/Category	0	Lourie & Cutler PC
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps	0	0
LegalFeesSchedule/LegalFees/NetInvestmentIncome	0	0
OtherDecreasesSchedule/OtherDecreases/Amount	0	57
OtherDecreasesSchedule/OtherDecreases/Description	0	Non-ded expenses, rounding
OtherExpensesSchedule/OtherExpenses/Description	0	Goldman Sachs Custodial
OtherExpensesSchedule/OtherExpenses/Description	1	GS Investment mgmt fees
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps	0	0
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps	1	0
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome	0	0
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome	1	19175
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	0	1000
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	1	19175
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome	0	257544
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome	1	-6295
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome	2	-17085
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome	3	125
OtherIncomeSchedule2/OtherIncome/Description	0	High Vista II LP K-1
OtherIncomeSchedule2/OtherIncome/Description	1	High Vista II LP K-1 deductions
OtherIncomeSchedule2/OtherIncome/Description	2	Hawkeye Fund K-1 deductions
OtherIncomeSchedule2/OtherIncome/Description	3	Hawkeye Fund K-1

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $12,060,527
Liabilities: $0
Net assets: $12,060,527
Revenue: -
Expenses: $1,185,859
Net income: -

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$3.28	$0.00	$3.28	$9.98	$10.6	$0.65
2023Detailed filing. Detailed filing data is available for this year.	$3.93	$0.00	$3.93	$6.24	$9.93	$3.69
2022Detailed filing. Detailed filing data is available for this year.	$8.39	$0.00	$8.39	$7.76	$5.70	$2.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$7.30	$0.00	$7.30	$12.7	$5.70	$6.99
2020Detailed filing. Detailed filing data is available for this year.	$5.65	$0.00	$5.65	$4.58	$9.53	$4.95
2019Detailed filing. Detailed filing data is available for this year.	$10.6	$0.00	$10.6	$7.89	$10.5	$2.62
2015Summary only. Only limited summary data is available for this year.	$21.2	$0.00		$6.27	$5.67	$0.60
2014Summary only. Only limited summary data is available for this year.	$20.6	$0.00		$11.3	$3.07	$8.28
2013Summary only. Only limited summary data is available for this year.	$12.3	$0.00		$1.61	$1.33	$0.27
2012Detailed filing. Detailed filing data is available for this year.	$12.1	$0.00	$12.1		$1.19
2011Summary only. Only limited summary data is available for this year.	$9.62	$0.00		$0.26	$1.62	$1.37