Civic Intelligence

Kroll Foundation Tr 011593

990PF • Fiscal year 2018 • EIN 99-6071711

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

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

0.73x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

95th percentile

2.06x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Net Margin

52nd percentile

4.6%

Higher net margin than 52% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

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.

2018 filings • $500k-$1M nonprofits • Source year 2018

Asset Growth

22nd percentile

-6.4%

Faster asset growth than 22% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

45th percentile

1.6%

Faster revenue growth than 45% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Down

$502,185

Down $34,399 (-6.4%) from 2017

Net Assets

Up

$134,915

Up $3,948 (+3.0%) from 2017

Liabilities

Down

$367,270

Down $38,347 (-9.5%) from 2017

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin52nd percentile

Revenue

Up

$177,865

Up $2,847 (+1.6%) from 2017

Expenses

Up

$169,652

Up $7,557 (+4.7%) from 2017

Net Income

Down

$8,213

Down $4,710 (-36%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth22nd 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

2018

Assets$502,185
Liabilities$367,270
Net Assets$134,915
Open 2018 Filing

Operations Trend

Revenue Growth45th 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

2018

Revenue$177,865
Expenses$169,652
Net Income$8,213
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
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
2019-11-15
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 Appendix361 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
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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/CurrentYearExpenseAmt1567
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt2312
DepreciationSchedule/DepreciationPropertyGrp/LifeRt00000000015.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt10000000015.000000000000
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt019328
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt1567
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt2312
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt086172
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt13364
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt2693
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0Rental Dwellings - Units 101, 201, 202, 301
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc1Rental Improvements
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc2Rental Improvements
DepreciationSchedule/DepreciationPropertyGrp/Rt00000000027.500000000000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt06971
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13366
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt25020
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt02914
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13244
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt25112
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0850 shares of Cerus Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11100 shares of Suntech Power Holdings Co Ltd ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2106 shares of Dodge Cox Funds Intnal Stock Fund
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt0125869
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt0405731
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/EOYFMVAmt0580410
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt130730
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt210055
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt34908
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01101
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Investment in HEI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt02248
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0410
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt033
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReDebtFincdPropGrp/ExclusionAmt035239
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/ExclusionAmt01198
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd114
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt036880
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt036880
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt06200
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt06200
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt020207
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt020207
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0410
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0410
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt08213
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt0177422
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt0177422
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt014912
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt033
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt033
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt014912
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt014413
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt035239
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0109837
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0109837
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt04782
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt04782
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt012798
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt012798
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt06200
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0163452
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0169652
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0177865
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0177865
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0163452
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0163452
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt0916
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0916
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt08213
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt04265
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0139180
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0130967
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0134915
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt012088
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt012088
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt012088
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt012376
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0288
IRS990PF/DistributableAmountGrp/TotalTaxAmt0288
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt047
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0335
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0288
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnTaxPaidAmt0335
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt047
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0288
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0288
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0335
IRS990PF/FMVAssetsEOYAmt0677283
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt015357
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt015357
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt011270
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt0125869
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt0573934
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt0487762
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt0448065
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IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableBOYAmt0368173
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt0356870
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0457
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0235
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0235
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01101
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01101
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IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt037444
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt010400
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0130967
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0134915
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt031907
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt037427
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0536584
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0502185
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0677283
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0405617
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0367270
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0536584
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0502185
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0130967
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0134915
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt0399212
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0251292
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt011560
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt012841
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03769
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0626103
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt012376
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0247523
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0650504
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/AdjustedQualifyingDistriAmt06200
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt06200
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt06200
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/SubjToTaxRmnrtnExPrchtPymtInd0false
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/Amt06200
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/TotalGrantOrContriPdDurYrAmt06200
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/AppliedToCurrentYearAmt06200
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt012088
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt06200
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt05888
MortgagesAndNotesPayableSch/NotePayableGrp/BalanceDueAmt0356870
MortgagesAndNotesPayableSch/NotePayableGrp/ConsiderationFMVAmt0559600
MortgagesAndNotesPayableSch/NotePayableGrp/InterestRt00000000000.042500000000
MortgagesAndNotesPayableSch/NotePayableGrp/LenderConsiderationDesc0mortgage loan
MortgagesAndNotesPayableSch/NotePayableGrp/LenderNameGrp/PersonNm0Bank of the Bluegrass Trust
MortgagesAndNotesPayableSch/NotePayableGrp/LoanMaturityDt02033-07
MortgagesAndNotesPayableSch/NotePayableGrp/LoanPurposeTxt0real estate investment
MortgagesAndNotesPayableSch/NotePayableGrp/NoteDt02013-07
MortgagesAndNotesPayableSch/NotePayableGrp/RepaymentTermsTxt020 years
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0251
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1206
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Loan acquisition - points
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1Loan acquisition - other costs
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0138
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt197
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0138
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt197
OtherDecreasesSchedule/OtherDecreasesDetail/Amt04265
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Depreciation adjustment
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Advertising
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Cleaning and maintenance
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Insurance
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Management 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/Desc12Office expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01148
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt120035
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt24232
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt38340
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt418845
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt510516
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt622611
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt719490
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt81368
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt9525
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt101189
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11916
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt12622
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01148
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt120035
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt24232
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt38340
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt418845
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt510516
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt622611
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt719490
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt81368
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt9525
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt101189
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11916
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12622
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt037444
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Loan from Olomana LLC - losses from real estate rentals covered by Olomana LLC
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt010400
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02468
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt12314
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Tax return preparation and accounting
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1related to property management
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02468
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt12314
TaxesSchedule/TaxesDetail/Amt011
TaxesSchedule/TaxesDetail/Amt19659
TaxesSchedule/TaxesDetail/Amt23128
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign tax - ETrade
TaxesSchedule/TaxesDetail/CategoryTxt1Real estate taxes
TaxesSchedule/TaxesDetail/CategoryTxt2Locality taxes
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt011
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt19659
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt23128
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Douglas Kroll
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-15
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/PreparationDt02019-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Eli Zollo
ReturnHeader/ReturnTs02019-11-15T11:07:34-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$502,185
Liabilities
$367,270
Net assets
$134,915
Revenue
$177,865
Expenses
$169,652
Net income
$8,213
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