Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
Castiglione A Casauria Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)2999 N Nimitz Highway
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Honolulu, HI96819
A Employer identification number

94-3275970
B Telephone number (see instructions)

(808) 831-2500
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$3,144,022J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 4 4 4
4 Dividends and interest from securities... 3,422 3,422 3,422
5a Gross rents............ 144,819 144,819 144,819
b Net rental income or (loss) 50,785
6a Net gain or (loss) from sale of assets not on line 10 20,014
b Gross sales price for all assets on line 6a 103,821
7 Capital gain net income (from Part IV, line 2)... 20,020
8 Net short-term capital gain......... 8,212
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 168,259 168,265 156,457
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 2,100 1,200    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,879 42    
19 Depreciation (attach schedule) and depletion... Click to see attachment 27,321 27,321  
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 67,540 67,540    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 98,840 96,103   0
25 Contributions, gifts, grants paid....... 158,500 158,500
26 Total expenses and disbursements. Add lines 24 and 25 257,340 96,103   158,500
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -89,081
b Net investment income (if negative, enter -0-) 72,162
c Adjusted net income (if negative, enter -0-)... 156,457
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 5,159 3,028 3,028
2 Savings and temporary cash investments......... 30,587 2,395 3,295
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 133,889 Click to see attachment101,707 187,699
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 7,054    
14 Land, buildings, and equipment: basis bullet2,822,240
Less: accumulated depreciation (attach schedule) bullet206,403 2,635,359 Click to see attachment2,615,837 2,950,000
15 Other assets (describe bullet)   Click to see attachment1  
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,812,048 2,722,968 3,144,022
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment1,000 Click to see attachment1,000
23 Total liabilities (add lines 17 through 22)......... 1,000 1,000
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 2,811,048 2,721,968
29 Total net assets or fund balances (see instructions)..... 2,811,048 2,721,968
30 Total liabilities and net assets/fund balances (see instructions). 2,812,048 2,722,968
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,811,048
2
Enter amount from Part I, line 27a .....................
2
-89,081
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1
4
Add lines 1, 2, and 3 ..........................
4
2,721,968
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,721,968
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 20 Dentsply Sirona Inc P 2018-11-29 2020-02-19
b 16 Kranesshares CSI China Internet P 2018-09-21 2020-02-16
c 7 Thermo Fisher Scientific P 2014-10-29 2020-03-06
d 41 ABB Ltd P 2019-06-10 2020-03-13
e 2 Baidu Inc P 2019-12-05 2020-03-13
21 China Mobile P 2020-02-19 2020-03-13
67 ICICI Bank Ltd P 2019-08-01 2020-03-13
4 Ishares MSCI World ETF P 2019-03-29 2020-03-13
17 Ishares MSCI World ETF P 2019-09-27 2020-03-13
11 Merck & Co Inc P 2019-04-23 2020-03-13
11 Pfizer Inc P 2019-06-10 2020-03-13
19 Sony Corp ADR P 2020-03-06 2020-03-13
10 Telus Corp P 2019-03-29 2020-03-13
5 Unilever PLC P 2019-07-12 2020-03-13
2 Unitedhealth GP Inc P 2019-03-29 2020-03-13
10 Xlinix Inc P 2020-02-19 2020-03-13
.8 Alcon Inc P 2017-11-16 2020-03-13
.2 Alcon Inc P 2018-01-02 2020-03-13
3 Alibaba Group P 2017-02-23 2020-03-13
1 Alibaba Group P 2018-07-17 2020-03-13
4 Anheuser Busch Inbev P 2014-10-29 2020-03-13
3 Anheuser Busch Inbev P 2016-12-22 2020-03-13
1 Anheuser Busch Inbev P 2018-01-02 2020-03-13
28 BP PLC P 2018-12-20 2020-03-13
63 China Unicom Ltd P 2018-12-20 2020-03-13
15 Cisco Sys Inc P 2018-02-08 2020-03-13
5 Diageo PLC P 2014-10-29 2020-03-13
1 Diageo PLC P 2017-01-03 2020-03-13
3.333 Dow Inc P 2017-10-05 2020-03-13
1.667 Dow Inc P 2017-12-15 2020-03-13
2 Equinix Inc P 2019-01-14 2020-03-13
7 Formento Economico Mexicano P 2017-10-05 2020-03-13
1 Formento Economico Mexicano P 2018-01-02 2020-03-13
16 HDFC Bank Ltd P 2014-10-29 2020-03-13
8 HDFC Bank Ltd P 2015-12-03 2020-03-13
26 Ishares MSCI Japan P 2017-12-15 2020-03-13
13 Ishares MSCI World ETF P 2018-07-17 2020-03-13
9 Ishares MSCI World ETF P 2018-09-21 2020-03-13
9 Ishares MSCI World ETF P 2019-02-28 2020-03-13
8 National Oilwell Vargo Inc P 2014-10-29 2020-03-13
8 National Oilwell Vargo Inc P 2017-01-03 2020-03-13
9 National Oilwell Vargo Inc P 2017-02-23 2020-03-13
8 National Oilwell Vargo Inc P 2017-06-15 2020-03-13
6 Pfizer Inc P 2014-10-29 2020-03-13
9 Pfizer Inc P 2016-12-22 2020-03-13
2 Pfizer Inc P 2017-06-15 2020-03-13
2 Ratheon Co P 2014-10-29 2020-03-13
24 Schneider National Inc P 2017-10-24 2020-03-13
13 Schneider National Inc P 2018-06-29 2020-03-13
125 Sumitomo Mitsui Finl Group P 2014-10-29 2020-03-13
14 Sumitomo Mitsui Finl P 2017-06-15 2020-03-13
22 Telus Corp P 2018-06-29 2020-03-13
52 UBS Group P 2018-07-17 2020-03-13
14 Unilever PLC P 2019-01-29 2020-03-13
3 Walt Disney Co P 2017-06-28 2020-03-13
21 EOG Resources Inc P 2020-03-13 2020-03-17
9 Chubb Ltd P 2020-03-13 2020-03-18
2 Spdr S&P 500 ETF P 2020-03-13 2020-03-19
2 United Technologies Corp P 2020-03-13 2020-03-13
42 Viacomcbs Inc CL B P 2020-03-13 2020-03-19
6 Stanley Black & decker Inc P 2020-03-13 2020-03-23
8 Carrier Global Corp P 2020-03-13 2020-04-08
4 Otis Worldwide Corp P 2020-03-13 2020-04-08
.674 Raytheon Technologies Corp P 2014-10-29 2020-04-08
4 Chevron Corp P 2020-03-13 2020-04-15
7 Raytheon Technologies Corp P 2014-10-29 2020-04-15
2 Blackrock Inc P 2020-03-13 2020-04-24
8 Comcast Corp New CL A P 2020-03-13 2020-04-24
8 Carrier Global Corp P 2020-03-13 2020-04-08
4 Otis Worldwide Corp P 2020-03-13 2020-04-08
6 Spdr S&P 500 ETF P 2020-03-13 2020-05-26
7 Lowes Companies Inc P 2020-03-13 2020-06-25
2 Spdr S&P 500 ETF P 2020-03-13 2020-07-17
1 Activision Blizzard Inc P 2020-03-13 2020-08-07
11 Activision Blizzard Inc P 2018-10-24 2020-08-07
5 Deere & Co P 2020-03-13 2020-09-11
21 Intel Corp P 2020-03-13 2020-09-11
9 Phillip Morris Intl Inc P 2020-03-13 2020-10-13
8 American Express Co P 2020-03-13 2020-11-02
9 Chevron Corp P 2020-03-13 2020-11-03
8 Raytheon Technologies Corp P 2020-03-13 2020-11-03
4 Raytheon Technologies Corp P 2014-10-29 2020-11-03
6 McDonalds Corp P 2020-03-13 2020-11-05
5 Johnson & Johnson P 2020-03-13 2020-11-10
2 Spdr S&P 500 ETF P 2020-03-13 2020-12-21
4 Spdr S&P 500 ETF P 2020-04-24 2020-12-21
2 Adobe Inc P 2020-03-19 2020-12-21
3 Amgen Inc P 2020-04-15 2020-12-21
3 Anthem Inc P 2020-03-13 2020-12-21
8 Apple Inc P 2020-03-13 2020-12-21
21 AT&T inc P 2020-03-13 2020-12-21
6 Automatic Data Processing Inc P 2020-08-07 2020-12-21
1 Autozone Inc P 2020-10-09 2020-12-21
17 Blackstone Group Inc CL A P 2020-03-17 2020-12-21
14 Bristol Myers Squibb P 2020-06-25 2020-12-21
22 Charles Schwab P 2020-03-13 2020-12-21
21 Coca Cola Co P 2020-03-13 2020-12-21
30 Comcast Corp New CL A P 2020-03-13 2020-12-21
7 Corning Inc P 2020-03-13 2020-12-21
5 Crown Castle Intl Corp P 2020-03-13 2020-12-21
29 Delta Air Lines Inc P 2020-10-13 2020-12-21
4 Facebook Inc P 2020-03-13 2020-12-21
14 Fortive Corp P 2020-11-05 2020-12-21
5 Honeywell International P 2020-03-13 2020-12-21
1 IQVIA Holdings Inc P 2020-03-13 2020-12-21
7 JPMorgan Chase & Co P 2020-03-13 2020-12-21
2 Microsoft Corp P 2020-03-13 2020-12-21
9 Nike Inc B P 2020-07-17 2020-12-21
3 Nvidia Corporation P 2020-03-19 2020-12-21
4 Palo Alto Networks Inc P 2020-09-11 2020-12-21
5 Procter & Gamble P 2020-03-19 2020-12-21
1 Sherwin Williams Co P 2020-04-15 2020-12-21
21 Southwest Airlines P 2020-11-10 2020-12-21
67 Spdr Portfolio S&P 500 ETF P 2020-11-03 2020-12-21
2 Spdr S&P 500 ETF P 2020-04-24 2020-12-21
3 Spdr S&P 500 ETF P 2020-09-11 2020-12-21
4 Stryker Corp P 2020-05-26 2020-12-21
14 TJX Cos Inc P 2020-05-26 2020-12-21
12 TJX Cos Inc P 2020-11-05 2020-12-21
4 Visa Inc CL A P 2020-03-13 2020-12-21
1 Alphabet Inc CL A P 2014-10-29 2020-12-21
1 Amazon Com Inc P 2019-09-27 2020-12-21
12 Apple Inc P 2014-10-29 2020-12-21
8 Apple Inc P 2015-08-19 2020-12-21
4 Berkshire Hathaway CL B P 2019-01-29 2020-12-21
25 Corning Inc P 2019-05-16 2020-12-21
8 IQVIA Holdings Inc P 2018-06-08 2020-12-21
7 Microsoft Corp P 2019-01-14 2020-12-21
1 Unitedhealth GP Inc P 2019-03-29 2020-12-21
2 Unitedhealth GP Inc P 2019-07-12 2020-12-21
4 Walt Disney Co P 2017-06-28 2020-12-21
3 Walt Disney Co P 2017-12-15 2020-12-21
130 Bank of Hawaii Corp P 2009-03-09 2020-12-21
Wash Sale      
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,171   740 431
b 839   802 37
c 2,158   809 1,349
d 692   799 -107
e 195   231 -36
710   906 -196
762   799 -37
304   355 -51
1,290   1,557 -267
808   820 -12
341   473 -132
1,032   1,191 -159
309   368 -59
242   314 -72
499   489 10
696   906 -210
39   41 -2
10   10  
572   310 262
191   191  
177   441 -264
133   309 -176
44   113 -69
589   1,047 -458
401   697 -296
517   608 -91
617   581 36
123   104 19
80   236 -156
40   118 -78
1,188   749 439
474   680 -206
68   96 -28
749   404 345
375   236 139
1,175   1,556 -381
987   1,163 -176
683   833 -150
683   788 -105
74   580 -506
74   303 -229
83   359 -276
74   262 -188
186   177 9
279   292 -13
62   66 -4
294   203 91
417   640 -223
226   363 -137
612   952 -340
69   107 -38
680   782 -102
446   792 -346
678   741 -63
292   321 -29
677   679 -2
884   1,055 -171
485   512 -27
162   209 -47
527   676 -149
462   632 -170
113   143 -30
175   215 -40
43   29 14
321   305 16
434   304 130
943   804 139
292   283 9
    13 -13
    4 -4
1,805   1,535 270
915   645 270
643   512 131
83   54 29
916   761 155
1,080   670 410
1,046   1,034 12
706   667 39
770   696 74
646   686 -40
453   462 -9
227   174 53
1,297   1,029 268
736   631 105
740   512 228
1,480   1,118 362
998   609 389
678   661 17
918   781 137
1,007   520 487
610   677 -67
1,063   829 234
1,184   1,112 72
1,098   632 466
866   817 49
1,137   687 450
1,108   1,000 108
1,516   1,060 456
249   146 103
765   717 48
1,156   919 237
1,092   648 444
979   942 37
1,050   702 348
177   114 63
873   670 203
445   289 156
1,298   866 432
1,598   623 975
1,424   970 454
688   572 116
727   490 237
958   921 37
2,892   2,645 247
734   559 175
1,102   1,005 97
939   754 185
938   774 164
804   654 150
835   667 168
1,721   556 1,165
3,207   1,741 1,466
1,511   320 1,191
1,007   229 778
894   806 88
890   775 115
1,412   839 573
1,557   714 843
335   244 91
671   528 143
685   428 257
514   333 181
9,941   3,403 6,538
      6
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       431
b       37
c       1,349
d       -107
e       -36
      -196
      -37
      -51
      -267
      -12
      -132
      -159
      -59
      -72
      10
      -210
      -2
       
      262
       
      -264
      -176
      -69
      -458
      -296
      -91
      36
      19
      -156
      -78
      439
      -206
      -28
      345
      139
      -381
      -176
      -150
      -105
      -506
      -229
      -276
      -188
      9
      -13
      -4
      91
      -223
      -137
      -340
      -38
      -102
      -346
      -63
      -29
      -2
      -171
      -27
      -47
      -149
      -170
      -30
      -40
      14
      16
      130
      139
      9
      -13
      -4
      270
      270
      131
      29
      155
      410
      12
      39
      74
      -40
      -9
      53
      268
      105
      228
      362
      389
      17
      137
      487
      -67
      234
      72
      466
      49
      450
      108
      456
      103
      48
      237
      444
      37
      348
      63
      203
      156
      432
      975
      454
      116
      237
      37
      247
      175
      97
      185
      164
      150
      168
      1,165
      1,466
      1,191
      778
      88
      115
      573
      843
      91
      143
      257
      181
      6,538
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 20,020
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 8,212
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 1,003
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 1,003
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,003
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 1,600
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,600
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 597
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet597 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
     
    No
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletHI
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletThe Foundation Telephone no.bullet (808) 831-2500

    Located atbullet2999 N Nimitz HighwayHonoluluHI ZIP+4bullet96819
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    Cathy Toma Trustee
    4.00     		0    
    2999 N Nimitz Highway
    Honolulu,HI96819
    Joseph P Nicolai Trustee
    1.00     		0    
    2999 N Nimitz Highway
    Honolulu,HI96819
    Heather K L Conahan Trustee
    1.00     		0    
    737 Bishop Street Suite 2990
    Honolulu,HI96813
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    191,515
    b
    Average of monthly cash balances.......................
    1b
    53,880
    c
    Fair market value of all other assets (see instructions)................
    1c
    2,950,000
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,195,395
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    3,195,395
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    47,931
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,147,464
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    157,373
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    157,373
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    1,003
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,003
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    156,370
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    156,370
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    156,370
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    158,500
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    158,500
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    158,500
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 156,370
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 158,350
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 158,500
    a Applied to 2019, but not more than line 2a 158,350
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 150
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2020.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		156,220
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    Castiglione A Casauria Foundation
    2999 N Nimitz Highway
    Honolulu,HI96819
    (808) 831-2500
    not applicable
    bThe form in which applications should be submitted and information and materials they should include:
    Letter stating purpose
    cAny submission deadlines:
    September 30th of each year
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    None
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    Belgian Sheepdog Rescue Trust
    200 River Street
    Avon,NY14414     		None NC General Fund 2,500
    Boston College
    140 Commonwealth Avenue
    Chestnut Hill,MA02467     		None NC General Fund 2,500
    Friends of Kewalos
    P O Box 61794
    Honolulu,HI96839     		None NC General Fund 2,500
    Hanahau'oli School
    1922 Makiki Street
    Honolulu,HI96822     		None NC General Fund 11,000
    Jehovah's Witnesses
    239 Palii Street
    Maililani,HI96789     		None PC General Fund 5,000
    Keiki O Ka Aina
    3097 Kalihi Street
    Honolulu,HI96819     		None NC General Fund 2,500
    Lanakila Pacific
    1809 Bachelot Street
    Honolulu,HI96817     		None NC General Fund 10,000
    Punahou School
    1601 Punahou Street
    Honolulu,HI96822     		None POF General Fund 20,000
    Rehab Foundation
    226 North Kuakini Street
    Honolulu,HI96817     		None NC General Fund 2,500
    Straub Foundation
    888 S King Street - FIC910
    Honolulu,HI96813     		None NC General Fund 5,000
    Tax Foundation of Hawaii
    126 Queen Street Suite 304
    Honolulu,HI96813     		None NC General Fund 2,500
    Hawaii Foodbank
    2611 Kilihau Street
    Honolulu,HI96819     		None NC General Fund 25,000
    Kapiolani Health Foundation
    55 Merchant Street Suite 2600
    Honolulu,HI96813     		None NC General Fund 20,000
    Historic Hawaii Foundation
    680 Iwilei Rd 690
    Honolulu,HI96817     		None NC Grant 2,500
    Pearl Harbor Aviation Museum
    319 Lexington Blvd
    Honolulu,HI96818     		None NC Grant 20,000
    North Shore Community Land Trust
    P O Box 1179
    Haleiwa,HI96712     		None NC Grant 2,500
    Hoola Na Pua
    P O Box 22551
    Honoluu,HI96823     		None NC Grant 10,000
    Iolani School
    563 Kamoku Street
    Honolulu,HI96826     		None NC Grant 2,500
    Kupu Hawaii
    677 Ala Moana Blvd Suite 1200
    Honolulu,HI96813     		None NC Grant 10,000
    Total .................................bullet 3a 158,500
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 4  
    4 Dividends and interest from securities....     14 3,422  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 50,785  
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		        20,014
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   54,211 20,014
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    74,225
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
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    Form 990-PF (2020)
    Additional Data


    Software ID: 20011551
    Software Version: 2020v4.0


    Form 990PF - Special Condition Description:
    Special Condition Description

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 DepreciationSchedule
    Name:
    Castiglione A Casauria Foundation
    EIN:
    94-3275970
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    House 2012-08-29 845,719 159,920 SL 2.56 % 21,684 21,684    
    Sofa and wall unit 2015-04-03 2,320 1,803 200DB 8.92 % 207 207    
    9 piece dining set 2015-05-18 1,758 1,366 200DB 8.92 % 157 157    
    Honda generator 2016-02-12 995 823 200DB 11.52 % 115 115    
    Panasonic 50" television 2016-02-12 838 694 200DB 11.52 % 97 97    
    Security System 2017-02-22 6,036 4,298 200DB 11.52 % 1,738 1,738    
    Motorized Swing Gate 2018-05-04 8,702 4,525 200DB 19.20 % 1,671 1,671    
    Milgard Windows 2018-02-26 3,587 173 SL 2.56 % 92 92    
    Security system 2020-04-15 7,799   200DB 20.00 % 1,560 1,560    

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    Castiglione A Casauria Foundation
    EIN:
    94-3275970
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    500 Bank of Hawaii    
    3000 Harley Davidson Inc 71,370 110,100
    30 Net Service Corp 2,062  
    1200 Fiat Chrysler Automobiles NV 12,033 21,708
    1 Alphabet Inc Cl A    
    4 Anheuser Bush Inbev Sa Spon    
    3 Apple Inc    
    5 Diageo Plc Spon Adr New    
    16 HDFC Bank Ltd Adr    
    8 National Oilwell Varco Inc    
    7 Raytheon Co    
    125 Sumitomo Mitsui Finl Group Inc    
    7 Thermo Fisher Scientific    
    120 Ferrari N V 6,557 27,542
    3 Anheuser Busch Inbev    
    3 Alibaba Group Hdlg Ltd    
    1 Diageo PLC    
    7 Fomento Economico Mexicano    
    8 National Oilwell Varco Inc    
    9 National Oilwell Varco Inc    
    8 National Oilwell Varco Inc    
    2 Pfizer Inc    
    14 Sumitomo Mitsui Finl Group    
    7 Walt Disney Co Hdlg Co    
    3 Walt Disney Co Hdlg Co    
    2 Apple Inc    
    8 HDFC Bank Ltd    
    1 Koninklijke Phil El SP ADR    
    12 Royal Dutch Shell PLC    
    1 Royal Dutch Shell PLC    
    11 Activision Blizzard Inc    
    1 Anheuser Busch Inbev    
    28 BP PLC ADS    
    63 China Unicom    
    20 Dentsply Sirona Inc    
    1 Fomento Economico Mexicano    
    17 HSBC Holdings PLC    
    8 IQVIA Holdings Inc    
    1 Mondelez Intl Inc    
    2 National Grid PLC    
    1 Novartis AG    
    13 Schneider National Inc    
    22 Telus Corp    
    52 UBS Group    
    41 ABB Ltd    
    1 Alibaba Group Hldg Ltd    
    1 Amazon    
    2 Baidu Inc    
    4 Bershire Hathaway CL B    
    14 Cisco Sys Inc    
    25 Corning Inc    
    3.333 Dow Inc    
    1.667 Dow Inc    
    2 Equinnix Inc    
    67 Icici Bank Ltd    
    11 Merck & Co Inc    
    7 Microsoft Corp    
    6 Pfizer Inc    
    9 Pfizer Inc    
    11 Pfizer Inc    
    24 Schneider National Inc CL B    
    10 Telus Corp    
    14 Unilever PLC    
    5 Unilever PLC    
    3 Unitedhealth GP inc    
    2 Unitedhealth GP Inc    
    .800 Alcon Inc    
    .200 Alcon Inc    
    370 Bank of Hawaii 9,685 28,349

    TY 2020 LandEtcSchedule2
    Name:
    Castiglione A Casauria Foundation
    EIN:
    94-3275970
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Furniture and Fixtures 9,558 9,013 545  
    Machinery and Equipment 24,370 15,521 8,849  
    Buildings 849,306 181,869 667,437 2,950,000
    Land 1,939,006   1,939,006  


    TY 2020 OtherAssetsSchedule
    Name:
    Castiglione A Casauria Foundation
    EIN:
    94-3275970
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    Rounding   1  


    TY 2020 OtherExpensesSchedule
    Name:
    Castiglione A Casauria Foundation
    EIN:
    94-3275970
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Expense 827 827    
    Rental Expenses 66,713 66,713    


    TY 2020 OtherIncreasesSchedule
    Name:
    Castiglione A Casauria Foundation
    EIN:
    94-3275970
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Description Amount
    Rounding 1


    TY 2020 OtherLiabilitiesSchedule
    Name:
    Castiglione A Casauria Foundation
    EIN:
    94-3275970
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Description Beginning of Year - Book Value End of Year - Book Value
    Deposits 1,000 1,000


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    Castiglione A Casauria Foundation
    EIN:
    94-3275970
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Tax Preparation 2,100 1,200 0 0


    TY 2020 TaxesSchedule
    Name:
    Castiglione A Casauria Foundation
    EIN:
    94-3275970
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Federal Taxes paid 1,837      
    Foreign Tax 42 42