Attach to Form 990 or Form 990-EZ.
Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
| (i)Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 9 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| Total | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any unusual grants.) .... | 160,081 | 80,317 | 54,661 | 29,485 | 95,863 | 420,407 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | 160,081 | 80,317 | 54,661 | 29,485 | 95,863 | 420,407 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | 11,592 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 408,815 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 160,081 | 80,317 | 54,661 | 29,485 | 95,863 | 420,407 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | ||||||
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10. | 420,407 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose...... | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 6 | Total. Add lines 1 through 5. | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons... | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
|||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2015 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2015 |
(iii) Distributable Amount for 2015 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2015 from Section C, line 6 |
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|
2
Underdistributions, if any, for years prior to 2015 (reasonable cause required--see instructions) |
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| 3 Excess distributions carryover, if any, to 2015: | ||||
| a | ||||
| b | ||||
| c | ||||
| d From 2013....... | ||||
| e From 2014....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2015 distributable amount | ||||
|
i
Carryover from 2010 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2015 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2015 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2015, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions) |
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|
6
Remaining underdistributions for 2015. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) |
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|
7 Excess distributions carryover to 2016. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a | ||||
| b | ||||
| c Excess from 2013....... | ||||
| d From 2014....... | ||||
| e From 2015....... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| FORM 990-EZ, PART I, LINE 16 | EXPENSES TRAVEL 707 INSURANCE D&O 883 TRAVELING EXHIBIT EXPENSE 4,639 MEMORIAL PLANNING 20,247 OFFICE SUPPLIES 1,534 WEBSITE 294 PROJECTS-MISCELLANEOUS 379 BANK FEES 59 MISCELLANEOUS 189 NON-INVESTMENT DEPRECIATION 3,549 TOTAL 32,480 |
| FORM 990-EZ, PART I, LINE 20 | PRIOR PERIOD ADJUSTMENT -200 |
| FORM 990-EZ, PART II, LINE 24 | GRANTS RECEIVABLE 8,470 11,435 INVENTORIES FOR SALE OR USE 15,205 15,268 MEMORIAL MEDIA SCREEN 3,570 3,570 TRAVELING PHOTO EXHIBIT 10,850 10,850 HISTORICAL EXHIBIT 6,178 6,178 LESS ACCUMULATED DEPRECIATION 8,208 11,645 VEHICLE 1,500 1,500 EQUIPMENT 0 1,118 LESS ACCUMULATED DEPRECIATION 0 112 TOTAL 37,565 38,162 |
| FORM 990-EZ, PART II, LINE 26 | ACCOUNTS PAYABLE AND ACCRUED EXPENSES 2,002 6,841 |
| FORM 990-EZ, PART III | KA OHANA O KALAUPAPA, AN OHANA OF KALAUPAPA PATIENTS, AND THEIR FAMILY MEMBERS AND FRIENDS, ARE DEDICATED TO PROMOTING THE VALUE AND DIGNITY OF EVERY INDIVIDUAL EXILED TO KALAUPAPA SINCE 1866. AS AN OHANA, WE CHERISH AND LOOK FOR GUIDANCE FROM OUR KUPUNA OF KALAUPAPA AND WE BELIEVE IN THE VALUES OF ALOHA, LOKAHI, MALAMA, KOKUA, AND PONO. THE GOAL OF THE OHANA IS TO ENSURE THAT THE STATE AND FEDERAL LAWS ARE CARRIED OUT TO GUARANTEE THAT ALL PATIENTS CAN LIVE OUT THEIR LIVES IN KALAUPAPA WITH ALL THE NECESSARY SUPPORT AND SERVICES. WE WILL ALSO WORK WITH AND SERVE AS A RESOURCE FOR OTHER ENTITIES TO HELP SHAPE THE COMMUNITYS FUTURE, ASSIST WITH THE INTERPRETATION OF HISTORY, EDUCATE THE PUBLIC AND MAKE CERTAIN THAT THE LEGACY OF KALAUPAPA WILL REMAIN A LIVING INSPIRATION AND TESTAMENT FOR GENERATIONS TO COME. |
| FORM 990-EZ, PART III, LINE 28 | EDUCATION - THE 'OHANA CONTINUED OUR SCHOOL'S OUTREACH PROGRAM BY MAKING PRESENTATIONS FOR KAMEHAMEHA SCHOOLS' KAPALANA CAMPUS, 'IOLANI SCHOOL, AND WAIMEA MIDDLE SCHOOL. THE TRAVELING HISTORICAL EXHIBIT THAT IS A KEY COMPONENT OF THE SCHOOL'S OUTREACH PROGRAM MADE AN APPEARANCE FOR SEVERAL WEEKS AT BOTH KAMEHAMEHA AND 'IOLANI SCHOOLS - AND WAS LOCATED IN A FACILITY CLOSE TO WAIMEA MIDDLE. THE 'OHANA ALSO HOSTED A TEACHERS' WORKSHOP AT KALAUPAPA FOR 15 EDUCATORS AT 'IOLANI, AND INVITED TEACHERS FROM KAMEHAMEHA SCHOOLS, 'IOLANI, AND PUNAHOU SCHOOLS - ALL DESCENDANTS OF KALAUPAPA - TO ATTEND OUR ANNUAL MEETING SO THEY COULD BEGIN PLANNING CURRICULUM. WE ALSO ARRANGED FOR 30 STUDENTS AND STAFF OF KAMEHAMEHA SCHOOLS CONCERT GLEE CLUB TO SPEND THE NIGHT AT KALAUPAPA AND LEARN ABOUT THE MUSICAL HISTORY OF KALAUPAPA. |
| FORM 990-EZ, PART III, LINE 29 | OUTREACH TO DESCENDANTS OF KALAUPAPA - HELPING FAMILIES LEARN ABOUT THEIR ANCESTORS WHO WERE AT KALAUPAPA REMAINS ONE OF THE MOST REWARDING PARTS OF THE 'OHANA MISSION AND THE SOUL OF OUR "RESTORATION OF FAMILY TIES" PROGRAM. IN 2015, THE 'OHANA DID RESEARCH THAT WAS MAILED TO 75 INDIVIDUALS IN SEARCH OF THEIR KALAUPAPA ROOTS. THE 'OHANA ALSO HELPED 147 PEOPLE - MOST OF THEM DESCENDANTS, TEACHERS, OR STUDENTS - VISIT KALAUPAPA, MANY OF THEM FOR OVERNIGHT VISITS. DESCENDANTS ARE GIVEN PERSONALIZED VISITS OF KALAUPAPA WHERE THEY ARE SHOWN GRAVES OF THEIR ANCESTORS OR TAKEN TO LANDMARKS THAT MIGHT HAVE BEEN SIGNIFICANT IN THE LIVES OF THOSE ANCESTORS. EDUCATORS ARE GIVEN AN OVERALL HISTORY WITH DISCUSSIONS ABOUT HOW THEY CAN INCORPORATE THE HISTORY OF KALAUPAPA IN THEIR CLASSROOMS. THIS PROGRAM WAS AWARDED A 2015 PRESERVATION AWARD BY THE HISTORIC HAWAI`I FOUNDATION. |
| FORM 990-EZ, PART III, LINE 30 | MEMORIAL PLANNING - KA 'OHANA O KALAUPAPA BROUGHT TOGETHER A DESIGN TEAM TO DEVELOP A CONCEPTUAL DRAFT IMAGE OF THE KALAUPAPA MEMORIAL BASED ON CORE VALUES OF THE 'OHANA AND THE HISTORY OF KALAUPAPA. THE DESIGN TEAM, MADE UP OF PROFESSIONALS IN CERTAIN DISCIPLINES, CULTURAL SPECIALISTS, AND FAMILY MEMBERS, MET SEVERAL TIMES TO BRAINSTORM AND EVENTUALLY PRODUCE A CONCEPTUAL IMAGE. THIS DRAFT DESIGN WAS PRESENTED TO RESIDENTS OF KALAUPAPA WHO ALL SUPPORTED THE CONCEPT AND THE IDEA BEHIND IT. |
| FORM 990-EZ, PART III, LINE 31 | KA 'OHANA O KALAUPAPA TOOK A LEADING ROLE IN COMMENTING ON THE NATIONAL PARK SERVICE'S DRAFT GENERAL MANAGEMENT PLAN FOR THE FUTURE OF KALAUPAPA. 'OHANA SUPPORTERS ATTENDED EVERY MEETING HELP BY NPS TO POINT OUT OUR CONCERNS. NEW VIDEO ABOUT KALAUPAPA - THE 'OHANA PRODUCED A 5-MINUTE VIDEO, "THE PRIDE OF A NATION," THAT PROVIDES A BRIEF INTRODUCTION TO THE HISTORY OF KALAUPAPA, FOCUSING ON THE LIVES OF THE PEOPLE. THE VIDEO HAS BEEN USED TO OPEN PRESENTATIONS FOR THE 'OHANA AND IS THE STANDARD OPENING FOR VISITORS VIEWING THE 'OHANA TRAVELING PHOTO EXHIBIT, "A REFLECTION OF KALAUPAPA: PAST, PRESENT AND FUTURE" AT THE MOLOKAI MUSEUM & CULTURAL CENTER FOR THE ENTIRE YEAR. THIS PHOTO EXHIBIT WAS ALSO AWARDED A 2015 PRESERVATION AWARD BY THE HISTORIC HAWAI`I FOUNDATION. |
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