Civic Intelligence

Kroll Foundation Tr 011593

990PF • Fiscal year 2017 • EIN 99-6071711

Jan 01, 2017 to Dec 31, 2017 • Filed on Sep 10, 2018

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

0.76x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

95th percentile

2.32x

Higher debt load relative to revenue than 95% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

59th percentile

7.4%

Higher net margin than 59% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

46th percentile

1.3%

Faster asset growth than 46% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

61st percentile

11%

Faster revenue growth than 61% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Up

$536,584

Up $7,122 (+1.3%) from 2016

Net Assets

Up

$130,967

Up $25,689 (+24%) from 2016

Liabilities

Down

$405,617

Down $18,567 (-4.4%) from 2016

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin59th percentile

Revenue

Up

$175,018

Up $16,929 (+11%) from 2016

Expenses

Down

$162,095

Down $5,060 (-3.0%) from 2016

Net Income

Up

$12,923

Up $21,989 (+243%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth46th 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

2017

Assets$536,584
Liabilities$405,617
Net Assets$130,967
Open 2017 Filing

Operations Trend

Revenue Growth61st 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

2017

Revenue$175,018
Expenses$162,095
Net Income$12,923
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Sep 10, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay54th 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 Kroll
Title
President
Signed
2018-09-10
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 Appendix379 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
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt02013-07-10
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt12013-12-19
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt22016-01-01
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt0SL/GDS MM
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt1150DB MQ4
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt2150DB HY
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt0531600
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt19550
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt24784
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt019328
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt1688
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt2454
DepreciationSchedule/DepreciationPropertyGrp/LifeRt00000000015.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt10000000015.000000000000
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt019328
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt1688
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt2454
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt066844
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt12676
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt2239
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0Rental Dwellings - Units 101, 201, 202, 301
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc1Rental Improvements
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc2Rental Improvements 2016
DepreciationSchedule/DepreciationPropertyGrp/Rt00000000027.500000000000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt06971
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13366
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt25020
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt02873
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13190
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt24930
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0850 shares of Cerus Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1100 shares of Vodafone Group
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2106 shares of Dodge Cox Funds Intnal Stock Fund
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt086172
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt0445428
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt128000
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt29550
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt34784
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt0Real Estate - apartment bldg units
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt1Real Estate - apartment bldg land
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt2Real Estate - apartment improvements
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt3Real Estate - apartment improvements
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt0531600
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt128000
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt29550
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt34784
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt0565700
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt129700
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt29800
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt34825
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01101
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Investment in HEI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt02039
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0340
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-1085
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt026
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReDebtFincdPropGrp/ExclusionAmt037101
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/ExclusionAmt01311
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd114
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt037693
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt037693
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt05500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt05500
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt020470
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt020470
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0340
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0340
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt012923
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt0175737
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt0175737
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt018239
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt026
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt026
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt018239
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-1085
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt019508
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt037101
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt099871
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt099871
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt04563
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt04563
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt012645
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt012645
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt05500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0156595
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0162095
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0176103
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0175018
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0156595
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0156595
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt0807
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0807
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02000-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01085
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-1085
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-1085
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc02100 shrs Suntech Power
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-1085
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt012923
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt012766
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0130967
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0105278
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0130967
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt010758
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt010758
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt010758
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt011148
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0390
IRS990PF/DistributableAmountGrp/TotalTaxAmt0390
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0335
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0725
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0390
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnTaxPaidAmt0725
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0335
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0390
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0390
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0725
IRS990PF/FMVAssetsEOYAmt0655421
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt015357
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt015357
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt010993
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt086172
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt0573934
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt0504175
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt0487762
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt0610025
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableBOYAmt0379240
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt0368173
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt01373
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0457
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0457
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01101
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01101
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt02039
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt044944
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt037444
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0105278
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0130967
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt07456
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt031907
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt031907
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0529462
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0536584
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0655421
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0424184
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0405617
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0529462
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0536584
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0105278
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0130967
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt0411184
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0226362
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt012480
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt013002
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03395
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0612064
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt011148
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0222967
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0637546
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
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd096734
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd196734
IRS990PF/Organization4947a1TrtdPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0true
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt05500
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt05500
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt05500
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
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0702 Pahumele Way
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/Amt05500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0charitable contributions
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Windward Unity Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt046-005 Kawa Street Unit 303
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Kaneohe
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0HI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd096744
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05500
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/AppliedToCurrentYearAmt05500
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01042
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt010758
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05500
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt05258
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01042
MortgagesAndNotesPayableSch/MortgageAmt0475660
MortgagesAndNotesPayableSch/NotePayableGrp/BalanceDueAmt0368173
MortgagesAndNotesPayableSch/NotePayableGrp/ConsiderationFMVAmt0602650
MortgagesAndNotesPayableSch/NotePayableGrp/InterestRt00000000000.042500000000
MortgagesAndNotesPayableSch/NotePayableGrp/LenderConsiderationDesc0mortgage loan
MortgagesAndNotesPayableSch/NotePayableGrp/LenderNameGrp/BusinessName/BusinessNameLine1Txt0Bank of the Bluegrass & Trust
MortgagesAndNotesPayableSch/NotePayableGrp/LoanMaturityDt02033-07
MortgagesAndNotesPayableSch/NotePayableGrp/LoanOriginalAmt0475660
MortgagesAndNotesPayableSch/NotePayableGrp/LoanPurposeTxt0real estate investment
MortgagesAndNotesPayableSch/NotePayableGrp/NoteDt02013-07
MortgagesAndNotesPayableSch/NotePayableGrp/RepaymentTermsTxt020 years
MortgagesAndNotesPayableSch/NotePayableGrp/SecurityProvidedBorrowerTxt0real estate
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0757
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1616
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Loan acquisition - points
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1Loan acquisition - other costs
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0251
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1206
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0251
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1206
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/Desc11Amortization
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01739
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt118965
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt24127
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt38030
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt49241
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt58445
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt621405
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt723635
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt82109
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt9276
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10983
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11916
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01739
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt118965
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt24127
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt38030
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt49241
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt58445
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt621405
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt723635
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt82109
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt9276
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt10983
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11916
OtherIncreasesSchedule/OtherIncreasesDetail/Amt012766
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Depreciation adjustment
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt044944
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Loan from Olomana LLC - real estate acquisition down payment
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt037444
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02468
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt12095
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Tax return preparation and accounting
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1related to property management
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02468
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt12095
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/Amt19658
TaxesSchedule/TaxesDetail/Amt22977
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign tax - ETrade
TaxesSchedule/TaxesDetail/CategoryTxt1Real estate taxes
TaxesSchedule/TaxesDetail/CategoryTxt2Locality taxes
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt010
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt19658
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt22977
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Douglas Kroll
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-10
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/FilingSecurityInformation/AtSubmissionCreationDeviceId034DD89BEB41812CCF00AC6B7372A93E07512C50B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId034DD89BEB41812CCF00AC6B7372A93E07512C50B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.253.19.156
ReturnHeader/FilingSecurityInformation/IPDt02018-09-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0HS
ReturnHeader/FilingSecurityInformation/IPTm020:47:48
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/PreparationDt02018-09-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Eli Zollo
ReturnHeader/ReturnTs02018-09-10T10:46:34-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$536,584
Liabilities
$405,617
Net assets
$130,967
Revenue
$175,018
Expenses
$162,095
Net income
$12,923
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