Civic Intelligence

Parker Ranch Foundation Trust

990 • Fiscal year 2010 • EIN 99-6064620

Jan 01, 2010 to Dec 31, 2010 • Filed on Oct 06, 2011

Organization ProfileWWW.PRFT.ORG
66-1304 Mamalahoa Highway96743
Siviq Scores

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

Liabilities / Assets

4th percentile

0.02x

Higher debt load relative to assets than 4% of similar nonprofits.

2010 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets4th percentile

Assets

$262,465,055

No earlier filing loaded for comparison.

Net Assets

$256,843,384

No earlier filing loaded for comparison.

Liabilities

$5,621,671

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$3,285,881

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$300M$200M$100M$0Assets 2010: $262,465,055Liabilities 2010: $5,621,671Net Assets 2010: $256,843,3842010Assets 2011: $256,368,818Liabilities 2011: $4,288,343Net Assets 2011: $252,080,4752011Assets 2012: $259,069,730Liabilities 2012: $5,151,941Net Assets 2012: $253,917,7892012Assets 2013: $263,627,388Liabilities 2013: $6,273,896Net Assets 2013: $257,353,4922013Assets 2014: $261,679,114Liabilities 2014: $5,382,964Net Assets 2014: $256,296,1502014Assets 2015: $259,000,997Liabilities 2015: $5,411,316Net Assets 2015: $253,589,6812015Assets 2016: $259,627,588Liabilities 2016: $6,282,220Net Assets 2016: $253,345,3682016Assets 2017: $263,620,482Liabilities 2017: $6,830,879Net Assets 2017: $256,789,6032017Assets 2018: $257,829,648Liabilities 2018: $2,608,540Net Assets 2018: $255,221,1082018Assets 2019: $264,191,061Liabilities 2019: $3,840,308Net Assets 2019: $260,350,7532019Assets 2020: $268,752,803Liabilities 2020: $3,925,296Net Assets 2020: $264,827,5072020Assets 2021: $269,073,510Liabilities 2021: $6,682,027Net Assets 2021: $262,391,4832021Assets 2022: $259,782,895Liabilities 2022: $7,072,141Net Assets 2022: $252,710,7542022Assets 2023: $262,181,028Liabilities 2023: $6,379,758Net Assets 2023: $255,801,2702023Assets 2024: $263,523,099Liabilities 2024: $6,100,264Net Assets 2024: $257,422,8352024

Highlighted filing

2010

Assets$262,465,055
Liabilities$5,621,671
Net Assets$256,843,384
Open 2010 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $3,285,8812010Expenses 2011: $3,367,0442011Expenses 2012: $4,085,5652012Revenue 2013: $3,699,428Expenses 2013: $4,703,711Net Income 2013: -$1,004,2832013Revenue 2014: $10,428,985Expenses 2014: $4,698,775Net Income 2014: $5,730,2102014Revenue 2015: $3,893,395Expenses 2015: $4,777,512Net Income 2015: -$884,1172015Revenue 2016: $3,715,083Expenses 2016: $5,462,779Net Income 2016: -$1,747,6962016Revenue 2017: $4,331,661Expenses 2017: $4,912,140Net Income 2017: -$580,4792017Revenue 2018: $7,911,010Expenses 2018: $4,792,703Net Income 2018: $3,118,3072018Revenue 2019: $5,794,024Expenses 2019: $5,737,934Net Income 2019: $56,0902019Revenue 2020: $6,080,460Expenses 2020: $6,318,244Net Income 2020: -$237,7842020Revenue 2021: $7,172,423Expenses 2021: $11,669,185Net Income 2021: -$4,496,7622021Revenue 2022: $7,839,099Expenses 2022: $7,034,174Net Income 2022: $804,9252022Revenue 2023: $6,229,345Expenses 2023: $8,002,586Net Income 2023: -$1,773,2412023Revenue 2024: $7,189,066Expenses 2024: $7,465,084Net Income 2024: -$276,0182024

Highlighted filing

2010

Revenue-
Expenses$3,285,881
Net Income-
Open 2010 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2010 to Dec 31, 2010
Signed
Oct 6, 2011
Return Version
2010v3.4
Gross Receipts
$41,272,406
Mission and Program Overview

Mission

To provide perpetual support for designated beneficiaries engaged in healthcare, education, and charitable purposes for the benefit of the kamuela area, through the sound management of trust assets.

Filing and Contact Details

Filer

EIN
99-6064620
Raw XML AppendixShowing 400 of 553 raw XML fields

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IRS990ScheduleI/RecipientTable/AddressUS/State0HI
IRS990ScheduleI/RecipientTable/AddressUS/State1HI
IRS990ScheduleI/RecipientTable/AddressUS/State2HI
IRS990ScheduleI/RecipientTable/AddressUS/State3HI
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode096743
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode196813
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode2967438476
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode396743
IRS990ScheduleI/RecipientTable/AmountOfCashGrant0960000
IRS990ScheduleI/RecipientTable/AmountOfCashGrant1400000
IRS990ScheduleI/RecipientTable/AmountOfCashGrant2320000
IRS990ScheduleI/RecipientTable/AmountOfCashGrant3320000
IRS990ScheduleI/RecipientTable/EINOfRecipient0990260423
IRS990ScheduleI/RecipientTable/EINOfRecipient1990261283
IRS990ScheduleI/RecipientTable/EINOfRecipient2990078306
IRS990ScheduleI/RecipientTable/EINOfRecipient3990354692
IRS990ScheduleI/RecipientTable/MethodOfValuation0FMV
IRS990ScheduleI/RecipientTable/MethodOfValuation1FMV
IRS990ScheduleI/RecipientTable/MethodOfValuation2FMV
IRS990ScheduleI/RecipientTable/MethodOfValuation3FMV
IRS990ScheduleI/RecipientTable/PurposeOfGrant0GENERAL SUPPORT FOR HOSPITAL
IRS990ScheduleI/RecipientTable/PurposeOfGrant1GENERAL SUPPORT FOR FOUNDATION
IRS990ScheduleI/RecipientTable/PurposeOfGrant2GENERAL SUPPORT FOR SCHOOL
IRS990ScheduleI/RecipientTable/PurposeOfGrant3GENERAL SUPPORT FOR SCHOOL
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine10NORTH HAWAII COMMUNITY HOSPITAL
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine11HAWAII COMMUNITY FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine12HAWAII PREPARATORY ACADEMY
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine13PARKER SCHOOL TRUST CORPORATION
IRS990ScheduleI/RecordsMaintained01
IRS990ScheduleI/TotalNbrOf501C3AndGovtGrants04
IRS990/ScheduleJRequired00
IRS990ScheduleO/GeneralExplanation/Explanation0SELECTION OF TRUSTEES IS CONTROLLED BY THE CHARITABLE ORGANIZATIONS IT SUPPORTS, WITHIN THE MEANING OF IRC SECTION 509(A)(3)(B)(I) AND THE REGULATIONS THEREUNDER.
IRS990ScheduleO/GeneralExplanation/Explanation1COPIES OF FORM 990 ARE PROVIDED TO ALL TRUSTEES OF PARKER RANCH FOUNDATION TRUST PRIOR TO FILING THE RETURN. DURING THIS TIME THE TRUSTEES ARE PROVIDED THE OPPORTUNITY TO REVIEW, COMMENT AND SUBMIT BACK TO THE TAX PREPARER ANY CHANGES OR MODIFICATIONS DEEMED APPROPRIATE.
IRS990ScheduleO/GeneralExplanation/Explanation2THE PARKER RANCH FOUNDATION TRUST REQUIRES THAT A WRITTEN AND SIGNED CONFLICT OF INTEREST POLICY BE COMPLETED ANNUALLY IN THE BEGINNING OF THE YEAR. ALL SIGNED STATEMENTS ARE THEN REVIEWED ANNUALLY BY THE BOARD OF TRUSTEES AT THE FEBRUARY TRUSTEE MEETING. IN ADDITION, THE ORGANIZATION HAS A STANDING POLICY WHICH REQUIRES CONFLICT OF INTEREST STATEMENTS BE COMPLETELY REDONE AND RESUBMITTED ONCE ANY PARTY IS AWARE OF ANY CHANGES.
IRS990ScheduleO/GeneralExplanation/Explanation3AN INDEPENDENT CONSULTING FIRM COMPLETES AN ANNUAL TRUSTEE COMPENSATION REVIEW, WHICH IS PROVIDED TO ALL BENEFICIARIES OF THE PARKER RANCH FOUNDATION TRUST FOR THEIR APPROVAL. THESE REVIEWS ARE ALSO USED IN TRUSTEE EVALUATIONS. BENEFICIARIES HAVE THE POWER TO REMOVE TRUSTEES.
IRS990ScheduleO/GeneralExplanation/Explanation4GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE FOR VIEWING TO INTERESTED PARTIES UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/Explanation5ALL TRUSTEES SPENT APPROXIMATELY 8 HOURS A WEEK ON AVERAGE ON RELATED ORGANIZATIONS.
IRS990ScheduleO/GeneralExplanation/Explanation6NET UNREALIZED LOSSES ON INVESTMENTS: -11,803. DIFFERENCE IN COMPENSATION PAID TO TRUSTEES (REPORTED ON 1099 VS ACCRUED) 719. 2010 ACCRUED DISTRIBUTIONS TO BENEFICIARIES TO BE PAID IN SUBSEQUENT YEAR -2,000,000. 2009 ACCRUED DISTRIBUTIONS TO BENEFICIARIES PAID THIS YEAR 823,000. BOOK/TAX DIFFERENCE FOR SALE OF ARTWORK -33,612. TOTAL TO FORM 990, PART XI, LINE 5: -1,221,696.
IRS990ScheduleO/GeneralExplanation/Explanation7THE ORGANIZATION HAS AN AUDIT COMMITTEE WHICH IS RESPONSIBLE FOR THE SELECTION OF INDEPENDENT ACCOUNTANTS AND FOR REVIEWING THE AUDITED FINANCIAL STATEMENTS.
IRS990ScheduleO/GeneralExplanation/Explanation8NET LOSSES ON ALTERNATIVE INVESTMENTS THROUGH GOLDMAN SACHS.
IRS990ScheduleO/GeneralExplanation/Explanation9PARKER RANCH FOUNDATION TRUST ("PRFT", THE "TRUST") WAS FORMED ON NOVEMBER 12, 1992. RICHARD SMART DEDICATED SUBSTANTIAL ASSETS FROM HIS PERSONAL ESTATE TO PRFT TO BE HELD FOR THE BENEFIT OF NAMED BENEFICIARIES. AT DECEMBER 31, 2010, SUCH NAMED BENEFICIARIES WERE HAWAII PREPARATORY ACADEMY, PARKER SCHOOL TRUST CORPORATION, NORTH HAWAII COMMUNITY HOSPITAL AND THE HAWAII COMMUNITY FOUNDATION. SUCH TRANSFERRED ASSETS WERE COMPRISED PRIMARILY OF REAL ESTATE ON THE ISLAND OF HAWAII AND RANCH ASSETS/OPERATIONS KNOWN AS "PARKER RANCH." PRFT CURRENTLY HOLDS THESE RANCH ASSETS/OPERATIONS AS PARKER RANCH, INC. ("PRI"); A WHOLLY-OWNED, FOR PROFIT SUBSIDIARY. PRFT IS DIRECTED BY TRUSTEES WHO ARE RESPONSIBLE FOR OVERSEEING THE TRUST'S OPERATIONS IN ACCORDANCE WITH THE TRUST AGREEMENT AND SELECTION/OVERSIGHT OF DIRECTORS AND THE MANAGEMENT TEAM THAT RUNS THE PRI OPERATIONS. IN 2007, THE HAWAII PROBATE COURT HAVING JURISDICTION OVER PRFT APPROVED AMENDMENTS TO THE TRUST DOCUMENT AUTHORIZING THE IMPLEMENTATION OF A STRUCTURE IN WHICH SELECTION OF TRUSTEES IS CONTROLLED BY THE CHARITABLE ORGANIZATIONS IT SUPPORTS, WITHIN MEANING OF IRC SECTION 509(A)(3)(B)(I) AND THE REGULATIONS THEREUNDER. ON AUGUST 9, 2007, THE HAWAII PROBATE COURT APPROVED FULL IMPLEMENTATION OF THE CHANGE TO A TYPE I STRUCTURE. AT THE END OF THE BUSINESS DAY ON DECEMBER 31, 2007, THE THREE TRUSTEES UNDER THE TYPE III STRUCTURE RESIGNED AND WERE REPLACED BY FIVE BENEFICIARY-APPOINTED TRUSTEES.
IRS990ScheduleO/GeneralExplanation/Identifier0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/GeneralExplanation/Identifier1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/Identifier2CHANGES IN NET ASSETS OR FUND BALANCES:
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VII, SECTION A, PART B
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART XI, LINE 5:
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990, PART XII, LINE 2(C):
IRS990ScheduleO/GeneralExplanation/ReturnReference6FORM 990, PART VIII, LINE 7(C):
IRS990ScheduleO/GeneralExplanation/ReturnReference7990, PART III, LINE 4(A):
IRS990/ScheduleORequired01
IRS990ScheduleR/ExchangeOfAssets00
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine1066-1304 MAMALAHOA HIGHWAY
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine1166-1304 MAMALAHOA HIGHWAY

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Filings

Displayed year

2010 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$262,465,055
Liabilities
$5,621,671
Net assets
$256,843,384
Revenue
-
Expenses
$3,285,881
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$264$6.10$257$7.19$7.47$0.28
2023Detailed filing. Detailed filing data is available for this year.$262$6.38$256$6.23$8.00$1.77
2022Detailed filing. Detailed filing data is available for this year.$260$7.07$253$7.84$7.03$0.80
2021Detailed filing. Detailed filing data is available for this year.$269$6.68$262$7.17$11.7$4.50
2020Detailed filing. Detailed filing data is available for this year.$269$3.93$265$6.08$6.32$0.24
2019Detailed filing. Detailed filing data is available for this year.$264$3.84$260$5.79$5.74$0.06
2018Detailed filing. Detailed filing data is available for this year.$258$2.61$255$7.91$4.79$3.12
2017Detailed filing. Detailed filing data is available for this year.$264$6.83$257$4.33$4.91$0.58
2016Detailed filing. Detailed filing data is available for this year.$260$6.28$253$3.72$5.46$1.75
2015Detailed filing. Detailed filing data is available for this year.$259$5.41$254$3.89$4.78$0.88
2014Detailed filing. Detailed filing data is available for this year.$262$5.38$256$10.4$4.70$5.73
2013Detailed filing. Detailed filing data is available for this year.$264$6.27$257$3.70$4.70$1.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$259$5.15$254$4.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$256$4.29$252$3.37
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$262$5.62$257$3.29