Form990-PF

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
BOUSLOG SAWYER CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)63 MERCHANT STREET
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HONOLULU, HI96813
A Employer identification number

27-6061515
B Telephone number (see instructions)

(808) 537-3327
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$7,786,637
J 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 Dividends and interest from securities... 60,439 60,439  
5a Gross rents............ 6,000 6,000  
b Net rental income or (loss) -70,098
6a Net gain or (loss) from sale of assets not on line 10 21,596
b Gross sales price for all assets on line 6a 839,324
7 Capital gain net income (from Part IV, line 2)... 21,596
8 Net short-term capital gain.........  
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........ 88,035 88,035  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 1,635 909   726
c Other professional fees (attach schedule).... 16,047 16,047   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 15,099 10,779   4,320
19 Depreciation (attach schedule) and depletion... 65,294 35,682  
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 57,678 46,666   11,012
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 155,753 110,083   16,058
25 Contributions, gifts, grants paid....... 325,000 325,000
26 Total expenses and disbursements. Add lines 24 and 25 480,753 110,083   341,058
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -392,718
b Net investment income (if negative, enter -0-) 0
c Adjusted net income (if negative, enter -0-)...  
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............. 485,245 651,206 651,206
2 Savings and temporary cash investments.........      
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)....... 2,185,551 0 0
c Investments—corporate bonds (attach schedule)....... 705,565 Click to see attachment428,341 443,128
11 Investments—land, buildings, and equipment: basis bullet1,029,195
Less: accumulated depreciation (attach schedule) bullet259,221 806,130 Click to see attachment769,974 769,974
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,742,496 Click to see attachment3,735,708 4,383,075
14 Land, buildings, and equipment: basis bullet1,753,353
Less: accumulated depreciation (attach schedule) bullet392,124 1,390,367 Click to see attachment1,361,229 1,361,229
15 Other assets (describe bullet) Click to see attachment189,047 Click to see attachment178,028 Click to see attachment178,025
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,504,401 7,124,486 7,786,637
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 attachment6,141 Click to see attachment6,747
23 Total liabilities (add lines 17 through 22)......... 6,141 6,747
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 7,498,260 7,117,739
29 Total net assets or fund balances (see instructions)..... 7,498,260 7,117,739
30 Total liabilities and net assets/fund balances (see instructions). 7,504,401 7,124,486
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
7,498,260
2
Enter amount from Part I, line 27a .....................
2
-392,718
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
12,197
4
Add lines 1, 2, and 3 ..........................
4
7,117,739
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
7,117,739
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 AQR STYLE PREMIA ALTERNATIVE P 2019-04-12 2020-03-17
b AQR LONG SHORT EQUITY P 2015-12-17 2020-03-17
c AQR STYLE PREMIA ALTERNATIVE P 2019-01-01 2020-03-17
d SEIC 4080/9501 (AVAILABLE UPON REQUEST) P 2020-01-01 2020-12-31
e SEIC 4080/9501 (AVAILABLE UPON REQUEST) P 2019-01-01 2020-12-31
SEIC 4080/9501 (AVAILABLE UPON REQUEST) P 2019-01-01 2020-12-31
FIMM MONEY MARKET PRIME P 2019-01-01 2020-12-31
CAPITAL GAINS DIVIDENDS P    
(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 22,109   28,161 -6,052
b 69,062   98,407 -29,345
c 53,908   68,666 -14,758
d 274,946   270,976 3,970
e 331,378   322,217 9,161
65,096   29,261 35,835
    40 -40
22,825     22,825
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       -6,052
b       -29,345
c       -14,758
d       3,970
e       9,161
      35,835
      -40
      22,825
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 21,596
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  
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 0
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 0
3 Add lines 1 and 2........................... 3 0
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 0
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 3,760
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,760
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
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 3,760
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet3,760 RefundedBullet 11 0
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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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
    Yes
     
    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. Click to see attachment...............................
    10
    Yes
     
    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 ofbulletMARK D BERNSTEIN Telephone no.bullet (808) 537-3327

    Located atbullet63 MERCHANT STREETHONOLULUHI ZIP+4bullet96813
    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
     
     
    ........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
    MARK D BERNSTEIN TRUSTEE
    2.50
    0 0 0
    63 MERCHANT STREET
    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 0
    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.............bullet0
    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 TO MAINTAIN AND CONTINUE THE EXISTENCE OF THE HARRIET BOUSLOG LABOR SCHOLARSHIP FUND (HBLSF). THE HBSLF (EIN: 99-0268061) IS AN EXISTING TAX EXEMPT CHARITABLE CORPORATION WHICH CURRENTLY AWARDS TEN SCHOLARSHIPS PER YEAR. 0
    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.........................bullet0
    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
    3,282,087
    b
    Average of monthly cash balances.......................
    1b
    546,968
    c
    Fair market value of all other assets (see instructions)................
    1c
    2,588,053
    d
    Total (add lines 1a, b, and c).........................
    1d
    6,417,108
    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
    0
    3
    Subtract line 2 from line 1d.........................
    3
    6,417,108
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    96,257
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    6,320,851
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    316,043
    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
    316,043
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
     
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    0
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    316,043
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    316,043
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    316,043
    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
    341,058
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    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
    341,058
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    341,058
    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 7 316,043
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 279,606
    b Total for prior years:20, 20, 20 0
    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........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 341,058
    a Applied to 2019, but not more than line 2a 279,606
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2020 distributable amount..... 61,452
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (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 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    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......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    254,591
    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) .......
    0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    0
    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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    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
    HARRIET BOUSLOG LABOR SCHOLARSHIP FUND
    63 MERCHANT STREET
    HONOLULU,HI96813
    N/A PRIVATE FOUNDATION MAINTAIN AND CONTINUE EXISTENCE OF FOUNDATION 305,000
    UNIVERSITY OF HAWAII FOUNDATION
    PO BOX 11270
    HONOLULU,HI96828
    N/A FOUNDATION MAINTAIN AND CONTINUE EXISTENCE OF FOUNDATION 20,000
    Total .................................bullet 3a 325,000
    bApproved for future payment
    Total .................................bullet 3b 0
    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 ...........
             
    4 Dividends and interest from securities....     14 60,439  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property..... 531120 -70,098      
    6 Net rental income or (loss) from personal property          
    7 Other investment income..... 211110        
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 21,596  
    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).. -70,098 82,035 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    11,937
    (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.)
    4 RELIES EXCLUSIVELY ON INVESTMENT MANAGER TO MANAGE INVESTMENT PORTFOLIO FOR INCOME AND SCHOLARSHIP AWARDS.
    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.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    BOUSLOG SAWYER CHARITABLE TRUST
    EIN:
    27-6061515
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE 1,635 909   726

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

    TY 2020 DepreciationSchedule
    Name:
    BOUSLOG SAWYER CHARITABLE TRUST
    EIN:
    27-6061515
    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
    BUILDING 2009-09-01 277,530 73,236 SL 39.000000000000 7,116 0    
    LAND 2009-09-01 622,470   L   0 0    
    IMPROVEMENTS 2010-06-30 450,401 110,197 SL 39.000000000000 11,549 0    
    FURNITURE & FIXTURES 2010-06-30 65,172 65,172 200DB 7.000000000000 0 0    
    IMPROVEMENTS 2011-06-30 271,224 59,109 SL 39.000000000000 6,954 0    
    FURNITURE & FIXTURES 2011-06-30 39,246 39,246 SL 7.000000000000 0 0    
    IMPROVEMENTS 2011-06-30 680,836 148,385 SL 39.000000000000 17,457 17,457    
    FURNITURE & FIXTURES 2011-06-30 34,326 34,326 SL 7.000000000000 0 0    
    RICOH COPY MACHINE 2011-03-23 7,727 7,727 SL 5.000000000000 0 0    
    SAMSUNG MONITORS (2) 2011-03-23 408 408 SL 5.000000000000 0 0    
    OFFICEJET PRINTER 2011-03-23 214 214 SL 5.000000000000 0 0    
    FELLOWS POWERSHRED 2014-08-04 590 590 SL 5.000000000000 0 0    
    BTX COMPUTER 2014-08-04 1,359 1,359 SL 5.000000000000 0 0    
    APPLIANCES 2017-07-17 10,291 4,974 SL 5.000000000000 2,058 0    
    COMPUTER 2017-10-12 759 342 SL 5.000000000000 152 0    
    COMPUTER 2017-10-12 283 128 SL 5.000000000000 57 0    
    IMPROVEMENTS 2017-07-24 2,028 126 SL 39.000000000000 52 0    
    CABINETS 2017-04-25 9,632 3,669 SL 7.000000000000 1,376 1,376    
    SOFA BED 2017-06-26 7,500 2,678 SL 7.000000000000 1,071 1,071    
    CABINETS/COUNTERTOPS 2017-06-27 9,632 3,440 SL 7.000000000000 1,376 1,376    
    COUNTERTOPS 2017-07-15 8,568 3,060 SL 7.000000000000 1,224 1,224    
    LIGHTING 2017-07-17 555 268 SL 5.000000000000 111 111    
    RESTORE TABLES/CHAIRS 2017-10-12 2,758 887 SL 7.000000000000 394 394    
    LUGGAGE RACKS 2017-10-12 271 88 SL 7.000000000000 39 39    
    GLASS 2017-10-17 3,243 1,003 SL 7.000000000000 463 463    
    FLOORING 2017-10-17 3,196 251 SL 27.500000000000 116 116    
    LIGHTING 2017-11-22 623 260 SL 5.000000000000 125 125    
    KNOBS 2017-12-07 617 183 SL 7.000000000000 88 88    
    IMPROVEMENTS 2017-11-10 138,448 10,907 SL 27.500000000000 5,034 5,034    
    IMPROVEMENTS 2018-06-30 111,477 6,250 SL 27.500000000000 4,054 4,054    
    ALUMINUM DOOR CLOSER 2018-01-16 816 317 200DB 7.000000000000 143 117    
    STAINLESS STEEL COVERS 2018-01-16 101 39 200DB 7.000000000000 18 14    
    FINISH HARDWARE 2018-01-16 1,895 735 200DB 7.000000000000 331 271    
    CARPET TILES 2018-02-13 3,196 1,240 200DB 7.000000000000 559 457    
    FURNITURE & FIXTURES 2018-02-14 307 119 200DB 7.000000000000 54 44    
    LIGHTING 2018-03-02 623 324 200DB 5.000000000000 120 125    
    LIGHTING 2018-03-19 623 324 200DB 5.000000000000 120 125    
    BED 2018-04-17 4,088 1,585 200DB 7.000000000000 715 584    
    WINDOWS 2018-05-14 489 190 200DB 7.000000000000 85 70    
    LIGHTING 2018-05-14 637 331 200DB 5.000000000000 122 127    
    FURNITURE & FIXTURES 2018-05-14 211 82 200DB 7.000000000000 37 30    
    DINING TABLE PLEXI 2018-05-14 296 115 200DB 7.000000000000 52 42    
    BAR STOOLS 2018-05-14 1,455 564 200DB 7.000000000000 255 208    
    BENCH 2018-05-14 139 54 200DB 7.000000000000 24 20    
    COMPUTER WIFI 2018-06-18 418 218 200DB 5.000000000000 80 84    
    SONOS SPEAKERS 2018-06-18 398 207 200DB 5.000000000000 76 80    
    ART BOARD 2018-07-20 700 271 200DB 7.000000000000 123 100    
    FURNITURE & FIXTURES 2018-07-20 572 222 200DB 7.000000000000 100 82    
    FURNITURE & FIXTURES 2018-07-20 121 47 200DB 7.000000000000 21 17    
    FURNITURE & FIXTURES 2018-09-17 347 135 200DB 7.000000000000 61 50    
    ART BOARD 2018-09-17 752 291 200DB 7.000000000000 132 107    
    DELL COMPUTER 2019-12-20 3,159 158 200DB 5.000000000000 1,200 0    

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    BOUSLOG SAWYER CHARITABLE TRUST
    EIN:
    27-6061515
    Name of Bond End of Year Book Value End of Year Fair Market Value
    FHB (SEIC) 4080 428,341 443,128

    TY 2020 InvestmentsLandSchedule2
    Name:
    BOUSLOG SAWYER CHARITABLE TRUST
    EIN:
    27-6061515
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    IMPROVEMENTS 680,836 165,842 514,994  
    FURNITURE & FIXTURES 34,326 34,326 0  
    CABINETS 9,632 5,045 4,587  
    SOFA BED 7,500 3,749 3,751  
    CABINETS/COUNTERTOPS 9,632 4,816 4,816  
    COUNTERTOPS 8,568 4,284 4,284  
    LIGHTING 555 379 176  
    RESTORE TABLES/CHAIRS 2,758 1,281 1,477  
    LUGGAGE RACKS 271 127 144  
    GLASS 3,243 1,466 1,777  
    FLOORING 3,196 367 2,829  
    LIGHTING 623 385 238  
    KNOBS 617 271 346  
    IMPROVEMENTS 138,448 15,941 122,507  
    IMPROVEMENTS 111,477 10,304 101,173  
    ALUMINUM DOOR CLOSER 816 460 356  
    STAINLESS STEEL COVERS 101 57 44  
    FINISH HARDWARE 1,895 1,066 829  
    CARPET TILES 3,196 1,799 1,397  
    FURNITURE & FIXTURES 307 173 134  
    LIGHTING 623 444 179  
    LIGHTING 623 444 179  
    BED 4,088 2,300 1,788  
    WINDOWS 489 275 214  
    LIGHTING 637 453 184  
    FURNITURE & FIXTURES 211 119 92  
    DINING TABLE PLEXI 296 167 129  
    BAR STOOLS 1,455 819 636  
    BENCH 139 78 61  
    COMPUTER WIFI 418 298 120  
    SONOS SPEAKERS 398 283 115  
    ART BOARD 700 394 306  
    FURNITURE & FIXTURES 572 322 250  
    FURNITURE & FIXTURES 121 68 53  
    FURNITURE & FIXTURES 347 196 151  
    ART BOARD 752 423 329  

    TY 2020 InvestmentsOtherSchedule2
    Name:
    BOUSLOG SAWYER CHARITABLE TRUST
    EIN:
    27-6061515
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MAMMOTH DISCOVERY LP AT COST 1 1
    YOUNG OIL PROSPECT #28 LP AT COST 1 1
    COFFEE LOTS, SOUTH KONA-8.291 ACRES AT COST 37,333 37,333
    PUNA-51.739 ACRES AT COST 1,470,000 1,470,000
    PUNA-97.5% INTEREST IN 113.595 ACRES AT COST 131,272 131,272
    MORNING STAR LLC AT COST 1,445 1,445
    FHB (SEIC) 9501 AT COST 67,239 130,644
    LPL 41625 AT COST 2,028,417 2,612,379

    TY 2020 LandEtcSchedule2
    Name:
    BOUSLOG SAWYER CHARITABLE TRUST
    EIN:
    27-6061515
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    BUILDING 277,530 80,352 197,178  
    LAND 622,470 0 622,470  
    IMPROVEMENTS 450,401 121,746 328,655  
    FURNITURE & FIXTURES 65,172 65,172 0  
    IMPROVEMENTS 271,224 66,063 205,161  
    FURNITURE & FIXTURES 39,246 39,246 0  
    RICOH COPY MACHINE 7,727 7,727 0  
    SAMSUNG MONITORS (2) 408 408 0  
    OFFICEJET PRINTER 214 214 0  
    FELLOWS POWERSHRED 590 590 0  
    BTX COMPUTER 1,359 1,359 0  
    APPLIANCES 10,291 7,032 3,259  
    COMPUTER 759 494 265  
    COMPUTER 283 185 98  
    IMPROVEMENTS 2,028 178 1,850  
    DELL COMPUTER 3,159 1,358 1,801  


    TY 2020 OtherAssetsSchedule
    Name:
    BOUSLOG SAWYER CHARITABLE TRUST
    EIN:
    27-6061515
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    UNDEPOSITED FUNDS 5,961    
    RECEIVABLE-ADMIN TRUST 28,500 28,500 28,500
    LOAN-BROWN 72,000 66,942 66,942
    PERSONAL PROPERTY 82,586 82,586 82,583


    TY 2020 OtherExpensesSchedule
    Name:
    BOUSLOG SAWYER CHARITABLE TRUST
    EIN:
    27-6061515
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE EXPENSE 4,407 2,449   1,958
    REPAIR & MAINTENANCE 4,731 2,628   2,103
    UTILITIES 5,527 3,071   2,456
    INSURANCE 6,479 3,600   2,879
    EQUIPMENT 3,145 1,747   1,398
    BANK CHARGES 36 20   16
    CONRACTORS 454 252   202
    REPAIR & MAINTENANCE 13,462 13,462   0
    INSURANCE 6,697 6,697   0
    OFFICE EXPENSE 5,386 5,386   0
    UTILITIES 6,756 6,756   0
    BANK CHARGES 44 44   0
    CONTRACTORS 554 554   0


    TY 2020 OtherIncreasesSchedule
    Name:
    BOUSLOG SAWYER CHARITABLE TRUST
    EIN:
    27-6061515
    Description Amount
    UNREALIZED GAIN/LOSS 12,197


    TY 2020 OtherLiabilitiesSchedule
    Name:
    BOUSLOG SAWYER CHARITABLE TRUST
    EIN:
    27-6061515
    Description Beginning of Year - Book Value End of Year - Book Value
    PAYABLE-MARK BERNSTEIN 105 0
    PAYABLE-SCET -320 0
    DEPOSIT 6,747 6,747
    SALES TAX PAYABLE -391 0


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    BOUSLOG SAWYER CHARITABLE TRUST
    EIN:
    27-6061515
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEE 14,048 14,048   0
    LEGAL & PROFESSIONAL 1,999 1,999   0


    TY 2020 SubstantialContributorsSch
    Name:
    BOUSLOG SAWYER CHARITABLE TRUST
    EIN:
    27-6061515
    Name Address
    STEPHEN SAWYER 63 MERCHANT STREET
    HONOLULU,HI96813


    TY 2020 TaxesSchedule
    Name:
    BOUSLOG SAWYER CHARITABLE TRUST
    EIN:
    27-6061515
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROPERTY TAX 9,721 5,401   4,320
    FOREIGN TAX 334 334   0
    GENERAL EXCISE TAX 432 432   0
    PROPERTY TAX 4,612 4,612   0