Civic Intelligence

Rjw Foundation

990PF • Fiscal year 2018 • EIN 99-0261414

Jan 01, 2018 to Dec 31, 2018 • Filed on May 06, 2019

Organization Profile
3737 Manoa RoadHonolulu, HI 96822

(808) 946-2966

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

55th percentile

5.1%

Higher net margin than 55% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

52nd percentile

1.5%

Faster asset growth than 52% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

12th percentile

-43%

Faster revenue growth than 12% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$51,389

Down $9,378 (-15%) from 2016

Net Assets

Down

$51,389

Down $9,378 (-15%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin55th percentile

Revenue

Up

$15,295

Up $4,688 (+44%) from 2016

Expenses

Down

$14,521

Down $24,122 (-62%) from 2016

Net Income

Up

$774

Up $28,810 (+103%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$100K$50K$0Assets 2011: $33,668Liabilities 2011: $02011Assets 2012: $32,698Liabilities 2012: $02012Assets 2013: $31,970Liabilities 2013: $0Net Assets 2013: $31,9702013Assets 2014: $45,981Liabilities 2014: $0Net Assets 2014: $45,9812014Assets 2015: $88,805Liabilities 2015: $2Net Assets 2015: $88,8032015Assets 2016: $60,767Liabilities 2016: $0Net Assets 2016: $60,7672016Assets 2018: $51,389Liabilities 2018: $0Net Assets 2018: $51,3892018Assets 2019: $44,065Liabilities 2019: $0Net Assets 2019: $44,0652019Assets 2020: $52,923Liabilities 2020: $0Net Assets 2020: $52,9232020Assets 2021: $62,451Liabilities 2021: $0Net Assets 2021: $62,4512021Assets 2022: $50,629Liabilities 2022: $1Net Assets 2022: $50,6282022Assets 2023: $41,000Liabilities 2023: $12023

Highlighted filing

2018

Assets$51,389
Liabilities$0
Net Assets$51,389
Open 2018 Filing

Operations Trend

Revenue Growth12th percentile

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

$100K$50K$0-$50KRevenue 2011: $8,920Expenses 2011: $10,665Net Income 2011: -$1,7452011Revenue 2012: $34,277Expenses 2012: $35,248Net Income 2012: -$9712012Revenue 2013: $27,564Expenses 2013: $28,292Net Income 2013: -$7282013Revenue 2014: $27,597Expenses 2014: $13,586Net Income 2014: $14,0112014Revenue 2015: $76,607Expenses 2015: $33,785Net Income 2015: $42,8222015Revenue 2016: $10,607Expenses 2016: $38,643Net Income 2016: -$28,0362016Revenue 2018: $15,295Expenses 2018: $14,521Net Income 2018: $7742018Revenue 2019: $2,956Expenses 2019: $10,280Net Income 2019: -$7,3242019Revenue 2020: $2,116Expenses 2020: $973Net Income 2020: $1,1432020Revenue 2021: $37,549Expenses 2021: $28,021Net Income 2021: $9,5282021Revenue 2022: $36,562Expenses 2022: $48,385Net Income 2022: -$11,8232022Revenue 2023: $11,509Expenses 2023: $21,137Net Income 2023: -$9,6282023

Highlighted filing

2018

Revenue$15,295
Expenses$14,521
Net Income$774
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 6, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Darryl P WongPresident-$0--
Warren M WongVice President-$0--
Filing and Contact Details

Filer

Filer Name
RJW Foundation
EIN
99-0261414
Phone
8089462966
Address
3737 Manoa Road, Honolulu, HI 96822

Signing Officer

Name
Darryl P Wong
Title
Trustee
Signed
2019-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Shea & Co Cpas Inc
Address
1585 KAPIOLANI BLVD STE 1240, HONOLULU, HI 96814-4527
Preparer
Reynold Lum
Phone
8085891001
Raw XML Appendix314 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.

Path#Value
ExplnOfNonFilingWithAGStmt/ExplanationTxt0Not required for private foundations
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0150 Ishares US Treasury Bond ETF
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt03808
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt03697
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt02319
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13640
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt210049
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3766
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt04083
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt16068
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt214995
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3371
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm020 Berkshire Hathaway Inc B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm160 Ishares S&P 500 Value ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm250 Ishares S&P 500 Growth ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm360 Spdr S&P 500 ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4350 FNMA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt019382
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0JPMorgan US Govt MMF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt019382
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0866
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt04426
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt03
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt05295
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt05295
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt05295
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt04426
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt013300
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt013300
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt010000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0866
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0866
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0866
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0774
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt07803
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt03
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt03
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt03
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt04426
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt04529
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt04426
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0466
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0517
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0300
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0525
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0179
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt05295
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt013300
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0766
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt014521
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt05295
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt015295
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0766
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01221
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02018-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt03377
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt04426
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt04426
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt07803
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc050 Ishares S&P 500 Growth
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-12-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt04426
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt04426
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0774
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt051389
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt050615
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt051389
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt03076
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt03076
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt03076
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt03167
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt091
IRS990PF/DistributableAmountGrp/TotalTaxAmt091
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt091
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt091
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt091
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt091
IRS990PF/FMVAssetsEOYAmt060020
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt07079
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt02558
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt02558
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt03808
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt03808
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt03697
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt020151
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt016774
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt025517
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt02
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt01
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt019095
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt019382
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt019382
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt050615
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt051389
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0480
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt08866
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt08866
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt050615
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt051389
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt060020
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt050615
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt051389
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt050615
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt051389
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt064299
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt04778
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt059521
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0964
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt03167
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt063335
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt064299
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Darryl P Wong
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Warren M Wong
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt03737 Manoa Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt13737 Manoa Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Honolulu
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Honolulu
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0HI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1HI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd096822
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd196822
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt013300
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt013300
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt013300
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt03737 Manoa Road
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Honolulu
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0HI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd096822
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0The Foundation
IRS990PF/StatementsRegardingActyGrp/PhoneNum08089462966
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0None
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Darryl P wong
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08089462966
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt03737 Manoa Road
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Honolulu
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0HI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd096822
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0The Foundation primary emphasis is on supporting other Roman Catholic Public Charities thus applicants should explain their relationship to the Roman Catholic purpose.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Grant
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Chaminade University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Order of Malta
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2St Francis School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03140 Waialae Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1465 California St Suite 816
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22707 Pamoa Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Honolulu
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1San Francisco
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Honolulu
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0HI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2HI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd096816
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd194104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd296822
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt013300
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03076
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03076
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt032698
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt033446
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt030435
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt09196
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt027375
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt027375
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0115999
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt010224
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt032698
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt033446
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt030435
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt09196
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt013300
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt010224
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0143374
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0133150
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Hawaii Tax Institute Foundation
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0P O Box 1381
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Honolulu
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0HI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd096807
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt010000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt02
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Rounding
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Investment Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Office Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0466
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt031
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1466
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt220
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0525
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Tax Preparation
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0300
TaxesSchedule/TaxesDetail/Amt0179
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Taxes
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Darryl P Wong
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RJW Foundation
ReturnHeader/Filer/BusinessNameControlTxt0RJWF
ReturnHeader/Filer/EIN0990261414
ReturnHeader/Filer/PhoneNum08089462966
ReturnHeader/Filer/USAddress/AddressLine1Txt03737 Manoa Road
ReturnHeader/Filer/USAddress/CityNm0Honolulu
ReturnHeader/Filer/USAddress/StateAbbreviationCd0HI
ReturnHeader/Filer/USAddress/ZIPCd096822
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0990190296
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SHEA & CO CPAS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01585 KAPIOLANI BLVD STE 1240
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HONOLULU
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0HI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0968144527
ReturnHeader/PreparerPersonGrp/PhoneNum08085891001
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Reynold Lum
ReturnHeader/ReturnTs02019-05-06T10:56:38-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$51,389
Liabilities
$0
Net assets
$51,389
Revenue
$15,295
Expenses
$14,521
Net income
$774
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$41.0$0.00$11.5$21.1$9.63
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$50.6$0.00$50.6$36.6$48.4$11.8
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$62.5$0.00$62.5$37.5$28.0$9.53
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$52.9$0.00$52.9$2.12$0.97$1.14
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$44.1$0.00$44.1$2.96$10.3$7.32
2018Detailed filing. Detailed filing data is available for this year.$51.4$0.00$51.4$15.3$14.5$0.77
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$60.8$0.00$60.8$10.6$38.6$28.0
2015Detailed filing. Detailed filing data is available for this year.$88.8$0.00$88.8$76.6$33.8$42.8
2014Detailed filing. Detailed filing data is available for this year.$46.0$0.00$46.0$27.6$13.6$14.0
2013Detailed filing. Detailed filing data is available for this year.$32.0$0.00$32.0$27.6$28.3$0.73
2012Summary only. Only limited summary data is available for this year.$32.7$0.00$34.3$35.2$0.97
2011Summary only. Only limited summary data is available for this year.$33.7$0.00$8.92$10.7$1.75