Civic Intelligence

Raphael a Walker Trust

990PF • Fiscal year 2020 • EIN 99-6058301

Jan 01, 2020 to Dec 31, 2020 • Filed on May 06, 2021

Organization Profile
P O Box 3170 Dept 715Honolulu, HI 96802-3170

(808) 694-4122

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$513,786

Down $3,196 (-0.6%) from 2019

Net Assets

$513,786

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses

Revenue

Up

$35,752

Up $12,403 (+53%) from 2019

Expenses

Up

$38,948

Up $6,178 (+19%) from 2019

Net Income

Up

-$3,196

Up $6,225 (+66%) from 2019

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $541,420Liabilities 2011: $02011Assets 2012: $554,118Liabilities 2012: $02012Assets 2013: $530,201Liabilities 2013: $02013Assets 2014: $557,042Liabilities 2014: $02014Assets 2015: $553,535Liabilities 2015: $02015Assets 2019: $516,982Liabilities 2019: $02019Assets 2020: $513,786Liabilities 2020: $0Net Assets 2020: $513,7862020Assets 2021: $526,327Liabilities 2021: $0Net Assets 2021: $526,3272021Assets 2022: $500,245Liabilities 2022: $0Net Assets 2022: $500,2452022Assets 2023: $508,128Liabilities 2023: $0Net Assets 2023: $508,1282023Assets 2024: $523,596Liabilities 2024: $0Net Assets 2024: $523,5962024

Highlighted filing

2020

Assets$513,786
Liabilities$0
Net Assets$513,786
Open 2020 Filing

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $36,356Expenses 2011: $36,893Net Income 2011: -$5372011Revenue 2012: $50,078Expenses 2012: $37,380Net Income 2012: $12,6982012Revenue 2013: $14,587Expenses 2013: $38,504Net Income 2013: -$23,9172013Revenue 2014: $65,439Expenses 2014: $38,598Net Income 2014: $26,8412014Revenue 2015: $37,335Expenses 2015: $40,842Net Income 2015: -$3,5072015Revenue 2019: $23,349Expenses 2019: $32,770Net Income 2019: -$9,4212019Revenue 2020: $35,752Expenses 2020: $38,948Net Income 2020: -$3,1962020Revenue 2021: $53,661Expenses 2021: $41,057Net Income 2021: $12,6042021Revenue 2022: $18,347Expenses 2022: $44,493Net Income 2022: -$26,1462022Revenue 2023: $48,133Expenses 2023: $40,249Net Income 2023: $7,8842023Revenue 2024: $56,647Expenses 2024: $41,178Net Income 2024: $15,4692024

Highlighted filing

2020

Revenue$35,752
Expenses$38,948
Net Income-$3,196
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 6, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF HAWAIICo-Trustee-$9,098-$9,098
RUSSELL CHUNCo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Raphael a Walker Charitable Trust
EIN
99-6058301
Phone
8086944122
Address
P O BOX 3170 DEPT 715, HONOLULU, HI 96802-3170

Signing Officer

Name
Kristi Lefforgesevpbank of Hawaii
Title
Trustee
Phone
8086944122
Signed
2021-05-06
Raw XML Appendix371 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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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0BANK OF HAWAII
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 3170 DEPT 715 96802-3170
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0HONOLULU
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0HI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd096813
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0HI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum08886433888
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt07000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt17000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt27000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt37000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FOR SCHOLARSHIP FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2FOR THE BACCHI FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3FOR MAINTENANCE OF THE PROGRAM CENTER FACILITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt04TH DEGREE KNIGHTS OF COLUMBUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ALOHA COUNCIL BOY SCOUTS OF AMERICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2SERRA CLUB
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3ST FRANCIS HOSPICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt07121 NAAKEA STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt142 PUIWA ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt246-144 HILINAMA STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32251 MAHALO STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HONOLULU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1HONOLULU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2KANEOHE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3HONOLULU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0HI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1HI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2HI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3HI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd096825
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1968171127
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd296744
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd396817
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt028000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt030728
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt030728
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0541
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01751
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02959
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0667
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0541
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01751
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt031395
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0667
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02959
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02292
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
TaxesSchedule/TaxesDetail/Amt0250
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0250
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KRISTI LEFFORGESEVPBANK OF HAWAII
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08086944122
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RAPHAEL A WALKER CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0RAPH
ReturnHeader/Filer/EIN0996058301
ReturnHeader/Filer/PhoneNum08086944122
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 3170 DEPT 715
ReturnHeader/Filer/USAddress/CityNm0HONOLULU
ReturnHeader/Filer/USAddress/StateAbbreviationCd0HI
ReturnHeader/Filer/USAddress/ZIPCd0968023170
ReturnHeader/ReturnTs02021-05-10T16:26:29-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KRISTI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LEFFORGESEVPBANK OF
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$513,786
Liabilities
$0
Net assets
$513,786
Revenue
$35,752
Expenses
$38,948
Net income
-$3,196
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.24$0.00$5.24$0.57$0.41$0.15
2023Detailed filing. Detailed filing data is available for this year.$5.08$0.00$5.08$0.48$0.40$0.08
2022Detailed filing. Detailed filing data is available for this year.$5.00$0.00$5.00$0.18$0.44$0.26
2021Detailed filing. Detailed filing data is available for this year.$5.26$0.00$5.26$0.54$0.41$0.13
2020Detailed filing. Detailed filing data is available for this year.$5.14$0.00$5.14$0.36$0.39$0.03
2019Summary only. Only limited summary data is available for this year.$5.17$0.00$0.23$0.33$0.09
2015Summary only. Only limited summary data is available for this year.$5.54$0.00$0.37$0.41$0.04
2014Summary only. Only limited summary data is available for this year.$5.57$0.00$0.65$0.39$0.27
2013Summary only. Only limited summary data is available for this year.$5.30$0.00$0.15$0.39$0.24
2012Summary only. Only limited summary data is available for this year.$5.54$0.00$0.50$0.37$0.13
2011Summary only. Only limited summary data is available for this year.$5.41$0.00$0.36$0.37$0.01