Civic Intelligence

Kroll Foundation Tr 011593

990PF • Fiscal year 2015 • EIN 99-6071711

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 15, 2016

Organization Profile
702 Pahumele WayKailua, HI 96734

(808) 262-7112

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.75x

Higher debt load relative to assets than 92% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

96th percentile

2.90x

Higher debt load relative to revenue than 96% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Net Margin

24th percentile

-12%

Higher net margin than 24% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Asset Growth

28th percentile

-3.9%

Faster asset growth than 28% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

62nd percentile

7.8%

Faster revenue growth than 62% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Down

$585,613

Down $23,957 (-3.9%) from 2014

Net Assets

Down

$146,988

Down $6,482 (-4.2%) from 2014

Liabilities

Down

$438,625

Down $17,475 (-3.8%) from 2014

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin24th percentile

Revenue

Up

$151,277

Up $10,924 (+7.8%) from 2014

Expenses

Up

$169,934

Up $978 (+0.6%) from 2014

Net Income

Up

-$18,657

Up $9,946 (+35%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$800K$600K$400K$200K$0Assets 2010: $124,605Liabilities 2010: $14,849Net Assets 2010: $109,7562010Assets 2011: $140,868Liabilities 2011: $11,057Net Assets 2011: $129,8112011Assets 2012: $149,304Liabilities 2012: $5,8192012Assets 2013: $645,154Liabilities 2013: $511,701Net Assets 2013: $133,4532013Assets 2014: $609,570Liabilities 2014: $456,100Net Assets 2014: $153,4702014Assets 2015: $585,613Liabilities 2015: $438,625Net Assets 2015: $146,9882015Assets 2016: $529,462Liabilities 2016: $424,184Net Assets 2016: $105,2782016Assets 2017: $536,584Liabilities 2017: $405,617Net Assets 2017: $130,9672017Assets 2018: $502,185Liabilities 2018: $367,270Net Assets 2018: $134,9152018Assets 2019: $482,965Liabilities 2019: $342,9202019Assets 2020: $193,617Liabilities 2020: $0Net Assets 2020: $193,6172020Assets 2021: $189,139Liabilities 2021: $0Net Assets 2021: $189,1392021Assets 2022: $181,845Liabilities 2022: $0Net Assets 2022: $181,8452022Assets 2023: $157,993Liabilities 2023: $0Net Assets 2023: $157,9932023Assets 2024: $172,730Liabilities 2024: $0Net Assets 2024: $172,7302024

Highlighted filing

2015

Assets$585,613
Liabilities$438,625
Net Assets$146,988
Open 2015 Filing

Operations Trend

Revenue Growth62nd percentile

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

$200K$100K$0-$100KExpenses 2010: $10,4232010Expenses 2011: $10,7942011Revenue 2012: $19,798Expenses 2012: $4,847Net Income 2012: $14,9512012Revenue 2013: $103,365Expenses 2013: $138,286Net Income 2013: -$34,9212013Revenue 2014: $140,353Expenses 2014: $168,956Net Income 2014: -$28,6032014Revenue 2015: $151,277Expenses 2015: $169,934Net Income 2015: -$18,6572015Revenue 2016: $158,089Expenses 2016: $167,155Net Income 2016: -$9,0662016Revenue 2017: $175,018Expenses 2017: $162,095Net Income 2017: $12,9232017Revenue 2018: $177,865Expenses 2018: $169,652Net Income 2018: $8,2132018Revenue 2019: $153,371Expenses 2019: $146,643Net Income 2019: $6,7282019Revenue 2020: $14,386Expenses 2020: $36,332Net Income 2020: -$21,9462020Revenue 2021: $41,436Expenses 2021: $19,215Net Income 2021: $22,2212021Revenue 2022: $38,744Expenses 2022: $20,795Net Income 2022: $17,9492022Revenue 2023: $3,518Expenses 2023: $27,370Net Income 2023: -$23,8522023Revenue 2024: $19,530Expenses 2024: $4,793Net Income 2024: $14,7372024

Highlighted filing

2015

Revenue$151,277
Expenses$169,934
Net Income-$18,657
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 15, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joni Denise KrollTrustee-$0--
Douglas KrollTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Kroll Foundation
EIN
99-6071711
Phone
8082627112
Address
702 Pahumele Way, Kailua, HI 96734

Signing Officer

Name
Douglas E Kroll
Title
Trustee
Signed
2016-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Zollo Investment Corporation
Address
46-022 Alaloa Street 209, Kaneohe, HI 96744
Preparer
Eli Zollo
Phone
8082557411
Raw XML Appendix366 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
AccountingFeesSchedule/AccountingFeesDetail/Amt01152
AccountingFeesSchedule/AccountingFeesDetail/Amt1755
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt02014 income tax preparation fees
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt1related to property management
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01152
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt02013-07-10
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt12013-12-19
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt0SL/GDS MM
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt1150DB MQ4
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt0531600
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt19550
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt019328
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt1849
DepreciationSchedule/DepreciationPropertyGrp/LifeRt00000000015.000000000000
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt019328
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt1849
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt028188
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt11063
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0Rental Dwellings - Units 101, 201, 202, 301
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc1Rental Improvements
DepreciationSchedule/DepreciationPropertyGrp/Rt00000000027.500000000000
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0Election for Treatment of Unused Prior Year Corpus Distributions Pursuant to IRC Section 4942g3 and
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0Election for Treatment of Unused Prior Year Corpus Distributions Pursuant to IRC Section 4942g)3) and Reg. 53.4942a)3c)2)iv) the Foundation elects to treat unused prior tax years distributions that were treated as corpus distributions as distributions from corpus in the current tax year.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt06971
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1149
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt25020
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt33366
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt04165
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13416
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt23040
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0850 shares of Cerus Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12100 shares of Suntech Power Holdings Co Ltd ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2106 shares of Dodge Cox Funds Intnal Stock Fund
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3100 shares of Vodafone Group
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt047516
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt11912
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt0484084
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt128000
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt27638
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt0Real Estate - apartment bldg units
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt1Real Estate - apartment bldg land
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt2Real Estate - apartment improvements
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt0531600
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt128000
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt29550
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt0551800
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt129100
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt29700
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01101
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt141952
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Investment in HEI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1Loan Rec - Olomana LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01495
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt141952
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0331
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReDebtFincdPropGrp/ExclusionAmt0-12570
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReDebtFincdPropGrp/ExclusionCd038
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0from Olomana LLC Sch K-1
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1interest from loan receivable - Olomana LLC
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0461
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt11564
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd114
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0-10214
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0-10214
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01152
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01907
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt06856
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt06856
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt020177
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt020177
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0331
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0331
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-18657
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt0148921
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt0148921
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt032299
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt032299
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0-12570
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt096345
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt096345
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt02025
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt02025
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt011809
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt011809
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt06856
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0162323
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0169934
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0151277
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0163078
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt0541
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0541
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-18657
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt012175
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0146988
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0153470
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0146988
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt010589
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt010589
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt010589
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt010589
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0725
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0725
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnTaxPaidAmt0725
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0725
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0725
IRS990PF/FMVAssetsEOYAmt0652000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt015561
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt010621
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt049428
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt0569150
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt0539899
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt0519722
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt0590600
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableBOYAmt0407566
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt0393681
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt03621
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt02289
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IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt043053
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IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt048534
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt044944
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0153470
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0146988
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt04715
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0609570
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0456100
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0609570
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0585613
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0153470
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0215010
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt04907
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt012918
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03225
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0635810
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt010589
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0211785
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0653635
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Joni Denise Kroll
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Douglas Kroll
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0702 Pahumele Way
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1702 Pahumele Way
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Kailua
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Kailua
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0HI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1HI
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd196734
IRS990PF/Organization4947a1TrtdPFInd0X
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt06856
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt06856
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Douglas Kroll
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Kailua
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0HI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd096734
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NECTFilingInLieuOFForm1041Ind0X
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0HI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum08082627112
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0n/a
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0n/a
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0n/a
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt06856
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0charitable contributions
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Windward Union Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0160 Mookua Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Kailua
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0HI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd096734
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt06856
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/AppliedToCurrentYearAmt06856
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt010589
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt03733
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt05280
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt03733
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01547
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01547
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt06856
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01547
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt05280
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
MortgagesAndNotesPayableSch/MortgageAmt0475660
MortgagesAndNotesPayableSch/NotePayableGrp/BalanceDueAmt0393681
MortgagesAndNotesPayableSch/NotePayableGrp/ConsiderationFMVAmt0590600
MortgagesAndNotesPayableSch/NotePayableGrp/InterestRt00000000000.042500000000
MortgagesAndNotesPayableSch/NotePayableGrp/LenderConsiderationDesc0mortgage loan
MortgagesAndNotesPayableSch/NotePayableGrp/LenderNameGrp/PersonNm0Bank of the Bluegrass Trust
MortgagesAndNotesPayableSch/NotePayableGrp/LoanMaturityDt02033-07
MortgagesAndNotesPayableSch/NotePayableGrp/LoanOriginalAmt0475660
MortgagesAndNotesPayableSch/NotePayableGrp/LoanPurposeTxt0real estate investment
MortgagesAndNotesPayableSch/NotePayableGrp/NoteDt02013-07
MortgagesAndNotesPayableSch/NotePayableGrp/RepaymentTermsTxt020 years
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01980
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt11641
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Loan acquisition - points
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1Loan acquisition - other costs
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01263
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt11026
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01263
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt11026
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Advertising
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Cleaning and maintenance
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Insurance
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Managements fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4Repairs
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5Supplies
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6Utilities
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7Depreciation from Olomana LLC 20-29531211 25
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8Dues and subscriptions
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc9Amortization from Olomana LLC 20-29531211 25
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc10Bank service charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc11Management meetings
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc12Amortization
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01899
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt120054
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt26571
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt37467
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt419544
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt55012
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt616391
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt717554
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt8200
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt9475
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt108
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11254
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt12916
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01899
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt120054
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt26571
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt37467
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt419544
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt55012
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt616391
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt717554
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt8200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt9475
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt108
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11254
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12916
OtherIncomeSchedule2/OtherIncomeDetail/Desc0from Olomana LLC - Schedule K-1 Form 1065
OtherIncomeSchedule2/OtherIncomeDetail/Desc1interest from loan receivable - Olomana LLC
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0461
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt11564
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0461
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt11564
OtherIncreasesSchedule/OtherIncreasesDetail/Amt012175
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Depreciation adjustment
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt02026
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt146508
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Due to shareholders
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1Loan from Olomana LLC - real estate acquisition down payment
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt044944
TaxesSchedule/TaxesDetail/Amt06
TaxesSchedule/TaxesDetail/Amt111803
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign tax - ETrade
TaxesSchedule/TaxesDetail/CategoryTxt1Real estate taxes
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt06
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt111803
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Douglas E Kroll
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Kroll Foundation
ReturnHeader/Filer/BusinessNameControlTxt0KROL
ReturnHeader/Filer/EIN0996071711
ReturnHeader/Filer/PhoneNum08082627112
ReturnHeader/Filer/USAddress/AddressLine1Txt0702 Pahumele Way
ReturnHeader/Filer/USAddress/CityNm0Kailua
ReturnHeader/Filer/USAddress/StateAbbreviationCd0HI
ReturnHeader/Filer/USAddress/ZIPCd096734
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263251362
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Zollo Investment Corporation
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt046-022 Alaloa Street 209
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Kaneohe
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0HI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd096744
ReturnHeader/PreparerPersonGrp/PhoneNum08082557411
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Eli Zollo
ReturnHeader/ReturnTs02016-11-15T03:26:44-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$585,613
Liabilities
$438,625
Net assets
$146,988
Revenue
$151,277
Expenses
$169,934
Net income
-$18,657
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.20$0.05$0.15
2023Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.04$0.27$0.24
2022Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.39$0.21$0.18
2021Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.41$0.19$0.22
2020Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.14$0.36$0.22
2019Summary only. Only limited summary data is available for this year.$4.83$3.43$1.53$1.47$0.07
2018Detailed filing. Detailed filing data is available for this year.$5.02$3.67$1.35$1.78$1.70$0.08
2017Detailed filing. Detailed filing data is available for this year.$5.37$4.06$1.31$1.75$1.62$0.13
2016Detailed filing. Detailed filing data is available for this year.$5.29$4.24$1.05$1.58$1.67$0.09
2015Detailed filing. Detailed filing data is available for this year.$5.86$4.39$1.47$1.51$1.70$0.19
2014Detailed filing. Detailed filing data is available for this year.$6.10$4.56$1.53$1.40$1.69$0.29
2013Detailed filing. Detailed filing data is available for this year.$6.45$5.12$1.33$1.03$1.38$0.35
2012Summary only. Only limited summary data is available for this year.$1.49$0.06$0.20$0.05$0.15
2011Detailed filing. Detailed filing data is available for this year.$1.41$0.11$1.30$0.11
2010Detailed filing. Detailed filing data is available for this year.$1.25$0.15$1.10$0.10