Civic Intelligence

David C AI Charitable Trust

990 • Fiscal year 2013 • EIN 99-6078252

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 28, 2014

Organization ProfileNA
PO Box 155996806

(808) 529-5834

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

14th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

5th percentile

-62%

Higher net margin than 5% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

37th percentile

-0.9%

Faster asset growth than 37% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2011 to 2013

Revenue Growth

4th percentile

-52%

Faster revenue growth than 4% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2011 to 2013

Balance Sheet
Liabilities / Assets12th percentile

Assets

Down

$3,550,359

Down $68,054 (-1.9%) from 2011

Net Assets

Down

$3,550,359

Down $68,054 (-1.9%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin5th percentile

Revenue

Down

$61,117

Down $209,678 (-77%) from 2011

Expenses

Down

$99,142

Down $79,424 (-44%) from 2011

Net Income

Down

-$38,025

Down $130,254 (-141%) from 2011

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $3,559,275Liabilities 2010: $0Net Assets 2010: $3,559,2752010Assets 2011: $3,618,413Liabilities 2011: $0Net Assets 2011: $3,618,4132011Assets 2013: $3,550,359Liabilities 2013: $0Net Assets 2013: $3,550,3592013Assets 2014: $3,699,103Liabilities 2014: $0Net Assets 2014: $3,699,1032014Assets 2015: $3,843,893Liabilities 2015: $0Net Assets 2015: $3,843,8932015Assets 2016: $3,801,122Liabilities 2016: $0Net Assets 2016: $3,801,1222016Assets 2017: $3,642,353Liabilities 2017: $0Net Assets 2017: $3,642,3532017Assets 2018: $3,601,438Liabilities 2018: $0Net Assets 2018: $3,601,4382018Assets 2019: $3,756,266Liabilities 2019: $0Net Assets 2019: $3,756,2662019Assets 2020: $3,849,318Liabilities 2020: $0Net Assets 2020: $3,849,3182020Assets 2021: $4,205,692Liabilities 2021: $0Net Assets 2021: $4,205,6922021Assets 2022: $9,123,580Liabilities 2022: $0Net Assets 2022: $9,123,5802022Assets 2023: $15,046,086Liabilities 2023: $0Net Assets 2023: $15,046,0862023Assets 2024: $15,740,860Liabilities 2024: $0Net Assets 2024: $15,740,8602024

Highlighted filing

2013

Assets$3,550,359
Liabilities$0
Net Assets$3,550,359
Open 2013 Filing

Operations Trend

Revenue Growth4th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $287,4672010Revenue 2011: $270,795Expenses 2011: $178,566Net Income 2011: $92,2292011Revenue 2013: $61,117Expenses 2013: $99,142Net Income 2013: -$38,0252013Revenue 2014: $267,287Expenses 2014: $74,881Net Income 2014: $192,4062014Revenue 2015: $568,256Expenses 2015: $392,756Net Income 2015: $175,5002015Revenue 2016: $433,007Expenses 2016: $520,712Net Income 2016: -$87,7052016Revenue 2017: $408,440Expenses 2017: $627,501Net Income 2017: -$219,0612017Revenue 2018: $606,990Expenses 2018: $551,494Net Income 2018: $55,4962018Revenue 2019: $161,906Expenses 2019: $138,340Net Income 2019: $23,5662019Revenue 2020: $161,391Expenses 2020: $132,592Net Income 2020: $28,7992020Revenue 2021: $440,420Expenses 2021: $149,740Net Income 2021: $290,6802021Revenue 2022: $96,996Expenses 2022: $316,582Net Income 2022: -$219,5862022Revenue 2023: $5,774,205Expenses 2023: $945,925Net Income 2023: $4,828,2802023Revenue 2024: $797,026Expenses 2024: $1,082,780Net Income 2024: -$285,7542024

Highlighted filing

2013

Revenue$61,117
Expenses$99,142
Net Income-$38,025
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 28, 2014
Return Version
2013v3.0
Gross Receipts
$116,206
Mission and Program Overview

Mission

"the trustee shall distribute all of the net income of the charitable trust each year and may distribute so much or all of the principal of the charitbale trust as it deems necessary for the charitable trust's purposes, consistent with the long term needs of the beneficiaries." "payment shall be made, first, to the nuuanu ymca, honolulu, hawaii, to fund its teen fitness program...". "any net income remaining and any principal distributions the trustee may deem necessary shall be distributed to such one or more charitable orginizations listed on exhibit iii ... In such amounts, as the trustee shall determine."

To support programs of a local ymca branch and other charities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$3,568,764$3,550,359▼ $18,405
Investments Other Securities$2,904,256$2,904,256→ $0
Investments in Publicly Traded Securities$325,459$289,988▼ $35,471
Savings and Temporary Cash Investments$249,084$266,180▲ $17,096
Land, Buildings, and Equipment, Net$79,500$79,500→ $0
Cash and Non-Interest-Bearing Accounts$10,465$10,435▼ $30
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$3,568,764$3,550,359▼ $18,405
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,568,764$3,550,359▼ $18,405
Total Liabilities and Net Assets / Fund Balance$3,568,764$3,550,359▼ $18,405

Asset Categories

AssetBook ValueDepreciationBasis
Land$79,500--
Closely Held Equity Interests$2,904,256--
Compensation and Service Providers
Top Officer Pay38th percentile

Board Members and Trustees

NameTitle
Carol Ai MayTrustee
Jim YatesTrustee
Steven C AiTrustee
Val IwashitaTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$30,117
Other Revenue
$31,000
Change in Net Assets
$-38,025
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$87,500
Other Expenses$11,642
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$87,500--$87,500
Fees for Services Accounting-$6,901-$6,901
Other Expenses-$26-$26
Total Functional Expenses$87,500$11,642$0$99,142
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
--501(c)(3)General Charitable Purposes$41,000
--501(c)(3)Youth Fitness - Teen Prorgram$40,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 2

“Two of the four trustees are blood relatives. The two related trustees are officers of city mill company ltd., a closely held retail hardware and home improvement business in which the trust owns shares. The above trustee structure became effective may 17, 2013. Prior to that time the trust had six trustees, four of whom were blood relatives, and two who were independent.”

Form 990, Part VI, Section B, line 11

“The trustee designated to oversee tax matters reviews form 990 before signing and filing.”

Form 990, Part VI, Section C, line 19

“The charitable trust will make pertinent extracts of its governing documents available to the public upon request.”

Filing and Contact Details

Filer

EIN
99-6078252
Phone
8085295834

Signing Officer

Name
Steven C Ai
Title
Trustee
Phone
8085295834
Signed
2014-08-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steven C Ai
Formed
1996
Legal Domicile
Hi
Voting Board Members
4
Independent Board Members
2
Employees
0
Volunteers
0

Preparer

Preparer
Alan B Richardson CPA
Phone
8082612800
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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO SUPPORT PROGRAMS OF A LOCAL YMCA BRANCH AND OTHER CHARITIES.
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine10MR STEVEN C AI
IRS990/BooksInCareOfDetail/PhoneNum08085295834
IRS990/BooksInCareOfDetail/USAddress/AddressLine10660 North Nimitz Highway-Admin
IRS990/BooksInCareOfDetail/USAddress/City0HONOLULU
IRS990/BooksInCareOfDetail/USAddress/State0HI
IRS990/BooksInCareOfDetail/USAddress/ZIPCode096817
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt03568764
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt03550359
IRS990/CashNonInterestBearingGrp/BOYAmt010465
IRS990/CashNonInterestBearingGrp/EOYAmt010435
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt087500
IRS990/CYInvestmentIncomeAmt030117
IRS990/CYOtherExpensesAmt011642
IRS990/CYOtherRevenueAmt031000
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-38025
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt099142
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt061117
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0SEE THE FOLLOWING STATMENTS FOR PROGRAM SERVICE ACCOMPLISHMENTS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt06901
IRS990/FeesForServicesAccountingGrp/TotalAmt06901
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0CAROL AI MAY
IRS990/Form990PartVIISectionAGrp/PersonNm1STEVEN C AI
IRS990/Form990PartVIISectionAGrp/PersonNm2VAL IWASHITA
IRS990/Form990PartVIISectionAGrp/PersonNm3JIM YATES
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01996
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt05148
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt087500
IRS990/GrantsToDomesticOrgsGrp/TotalAmt087500
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt060237
IRS990/GrossReceiptsAmt0116206
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt02
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt024969
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt024969
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt02904256
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt02904256
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0325459
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0289988
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt079500
IRS990/LandBldgEquipBasisNetGrp/EOYAmt079500
IRS990/LandBldgEquipCostOrOtherBssAmt079500
IRS990/LegalDomicileStateCd0HI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt055089
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0"THE TRUSTEE SHALL DISTRIBUTE ALL OF THE NET INCOME OF THE CHARITABLE TRUST EACH YEAR AND MAY DISTRIBUTE SO MUCH OR ALL OF THE PRINCIPAL OF THE CHARITBALE TRUST AS IT DEEMS NECESSARY FOR THE CHARITABLE TRUST'S PURPOSES, CONSISTENT WITH THE LONG TERM NEEDS OF THE BENEFICIARIES." "PAYMENT SHALL BE MADE, FIRST, TO THE NUUNANU YMCA, HONOLULU, HAWAII, TO FUND ITS TEEN FITNESS PROGRAM...". "ANY NET INCOME REMAINING AND ANY PRINCIPAL DISTRIBUTIONS THE TRUSTEE MAY DEEM NECESSARY SHALL BE DISTRIBUTED TO SUCH ONE OR MORE CHARITABLE ORGINIZATIONS LISTED ON EXHIBIT III ... IN SUCH AMOUNTS, AS THE TRUSTEE SHALL DETERMINE."
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03568764
IRS990/NetAssetsOrFundBalancesEOYAmt03550359
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt05148
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt05148
IRS990/NetUnrelatedBusTxblIncmAmt080548
IRS990/NetUnrlzdGainsLossesInvstAmt019620
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0INVESTMENT FEES
IRS990/OtherExpensesGrp/Desc1REAL PROPERTY TAX
IRS990/OtherExpensesGrp/Desc2BANK SERVICE CHARGE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03111
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11604
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt226
IRS990/OtherExpensesGrp/TotalAmt03111
IRS990/OtherExpensesGrp/TotalAmt11604
IRS990/OtherExpensesGrp/TotalAmt226
IRS990/OtherRevenueMiscGrp/BusinessCd0444100
IRS990/OtherRevenueMiscGrp/Desc0TAX REFUNDS
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt031000
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt031000
IRS990/OtherRevenueTotalAmt031000
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0STEVEN C AI
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0YMCA TEEN FITNESS PROGRAM DISTRIBUTION OF 2012 INCOME
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt040000
IRS990/ProgSrvcAccomActy2Grp/GrantAmt040000
IRS990/ProgSrvcAccomActy3Grp/Desc0SEVEN LOCAL CHARITIES DISTRIBUTION OF 2012 INCOME
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt047500
IRS990/ProgSrvcAccomActy3Grp/GrantAmt047500
IRS990/ProgSrvcAccomActyOtherGrp/Desc02013 INCOME WILL BE DISTRIBUTED IN 2014
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt088100
IRS990/PYInvestmentIncomeAmt0-1586
IRS990/PYOtherExpensesAmt0245592
IRS990/PYOtherRevenueAmt0241533
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-93745
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0333692
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0239947
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-38025
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0249084
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0266180
IRS990ScheduleA/CertificationInd0X
IRS990ScheduleA/Contribution35ControlledInd00
IRS990ScheduleA/ContributionControllerInd00
IRS990ScheduleA/ContributionFamilyInd00
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0990073533
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc0501(c)(3)
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt040000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10YMCA - NUUANU BRANCH
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd01
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt040000
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/BookValueAmt02904256
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/MethodValuationCd0C
IRS990ScheduleD/LandGrp/BookValueAmt079500
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt079500
IRS990ScheduleD/TotalBookValueLandBuildingsAmt079500
IRS990ScheduleD/TotalBookValueSecuritiesAmt02904256
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt040000
IRS990ScheduleI/RecipientTable/CashGrantAmt141000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0YOUTH FITNESS - TEEN PRORGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL CHARITABLE PURPOSES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10YMCA OF HONOLULU - NUUANU BRANCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine11IOLANI SCHOOL
IRS990ScheduleI/RecipientTable/USAddress/AddressLine101441 PALI HIGHWAY
IRS990ScheduleI/RecipientTable/USAddress/AddressLine11563 KAMOKU STREET
IRS990ScheduleI/RecipientTable/USAddress/City0HONOLULU
IRS990ScheduleI/RecipientTable/USAddress/City1HONOLULU
IRS990ScheduleI/RecipientTable/USAddress/State0HI
IRS990ScheduleI/RecipientTable/USAddress/State1HI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode096813
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode196826
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0TRUSTEES MAINTAIN CLOSE CONTACT WITH DIRECTORS AND OFFICERS OF SUPPORTED ORGANIZATIONS THROUGHOUT THE YEAR. ONE SUCH DIRECTOR AND ONE SUCH OFFICER SERVE AS TRUSTEES OF THIS TRUST.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TWO OF THE FOUR TRUSTEES ARE BLOOD RELATIVES. THE TWO RELATED TRUSTEES ARE OFFICERS OF CITY MILL COMPANY LTD., A CLOSELY HELD RETAIL HARDWARE AND HOME IMPROVEMENT BUSINESS IN WHICH THE TRUST OWNS SHARES. THE ABOVE TRUSTEE STRUCTURE BECAME EFFECTIVE MAY 17, 2013. PRIOR TO THAT TIME THE TRUST HAD SIX TRUSTEES, FOUR OF WHOM WERE BLOOD RELATIVES, AND TWO WHO WERE INDEPENDENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRUSTEE DESIGNATED TO OVERSEE TAX MATTERS REVIEWS FORM 990 BEFORE SIGNING AND FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CHARITABLE TRUST WILL MAKE PERTINENT EXTRACTS OF ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10YMCA OF HONOLULU - NUUANU BRANCH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0HI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0YOUTH FITNESS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine101441 PALI HAWAII
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0HONOLULU
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0HI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode096813
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt040000
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine10YMCA OF HONOLULU - NUUANU BRANCH
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0HI
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03568764
IRS990/TotalAssetsEOYAmt03550359
IRS990/TotalAssetsGrp/BOYAmt03568764
IRS990/TotalAssetsGrp/EOYAmt03550359
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt011642
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt087500
IRS990/TotalFunctionalExpensesGrp/TotalAmt099142
IRS990/TotalGrossUBIAmt031000
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03568764
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03550359
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt087500
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt030117
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt061117
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt031000
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03568764
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03550359
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10660 NORTH NIMITZ HIGHWAY
IRS990/USAddress/City0HONOLULU
IRS990/USAddress/State0HI
IRS990/USAddress/ZIPCode096817
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0NA
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN C AI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08085295834
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-08-28
ReturnHeader/Filer/BusinessName/BusinessNameLine10DAVID C AI CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0AI
ReturnHeader/Filer/EIN0996078252
ReturnHeader/Filer/PhoneNum08085295834
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 1559
ReturnHeader/Filer/USAddress/City0HONOLULU
ReturnHeader/Filer/USAddress/State0HI
ReturnHeader/Filer/USAddress/ZIPCode096806
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0990268083
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Alan B Richardson CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10354A Uluniu Street Suite 203
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Kailua
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0HI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode096734
ReturnHeader/PreparerPersonGrp/PhoneNum08082612800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Alan B Richardson CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-09-04T15:29:18-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,550,359
Liabilities
$0
Net assets
$3,550,359
Revenue
$61,117
Expenses
$99,142
Net income
-$38,025
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$15.7$0.00$15.7$0.80$1.08$0.29
2023Detailed filing. Detailed filing data is available for this year.$15.0$0.00$15.0$5.77$0.95$4.83
2022Detailed filing. Detailed filing data is available for this year.$9.12$0.00$9.12$0.10$0.32$0.22
2021Detailed filing. Detailed filing data is available for this year.$4.21$0.00$4.21$0.44$0.15$0.29
2020Detailed filing. Detailed filing data is available for this year.$3.85$0.00$3.85$0.16$0.13$0.03
2019Detailed filing. Detailed filing data is available for this year.$3.76$0.00$3.76$0.16$0.14$0.02
2018Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$0.61$0.55$0.06
2017Detailed filing. Detailed filing data is available for this year.$3.64$0.00$3.64$0.41$0.63$0.22
2016Detailed filing. Detailed filing data is available for this year.$3.80$0.00$3.80$0.43$0.52$0.09
2015Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$0.57$0.39$0.18
2014Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$0.27$0.07$0.19
2013Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.55$0.06$0.10$0.04
2011Summary only. Only limited summary data is available for this year.$3.62$0.00$3.62$0.27$0.18$0.09
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.56$0.00$3.56$0.29