FORM 1023-EZ for ONE OHANA CHARITABLE TRUST

Field Data
EIN 82-3049192
Case Number EO-2017291-000296
Form 1023-EZ version 62014
Eligibility Worksheet 1
Organization Name ONE OHANA CHARITABLE TRUST
Organization’s Mailing Address 1188 BISHOP STREET SUITE 702
City HONOLULU
State HI
ZIP 96813-3301
Accounting period End 12
Primary contact name PETER A BAGATELOS ESQ
Primary contact phone [Hidden]
Primary contact phone extension [Hidden]
Primary contact fax [Hidden]
User fee submitted $275.00
Officer/Director/Trustee One

JANICE MONTLE
TRUSTEE/CHAIR/PRESIDENT
380 WEST PORTAL AVE STE F
SAN FRANCISCO CA 94127-1412

Officer/Director/Trustee Two

MARK WATFORD
TRUSTEE/VICE CHAIR/VICE PRESIDENT
380 WEST PORTAL AVE STE F
SAN FRANCISCO CA 94127-1412

Officer/Director/Trustee Three

BETH BRILL
TRUSTEE/VICE PRESIDENT
380 WEST PORTAL AVE STE F
SAN FRANCISCO CA 94127-1412

Officer/Director/Trustee Four

WILLIAM LOGAN
TRUSTEE/TREASURER
380 WEST PORTAL AVE STE F
SAN FRANCISCO CA 94127-1412

Officer/Director/Trustee Five

BRUCE MCNISH
TRUSTEE/SECRETARY
380 WEST PORTAL AVE STE F
SAN FRANCISCO CA 94127-1412

Organization’s website N/A
Organization’s email PABLAWYER@AOL.COM
Organization Incorporated
Organization trust Yes
Necessary Organizing Documents Yes
Organization Incorporation Date 9/1/2017
Organization Incorporation State HI
Contains Limitation Yes
Does not expressly empower Yes
Contains dissolution Yes
National Taxonomy of Exempt Entities (NTEE) code T31 - Community Foundations
Organization’s purpose Charitable: Yes
Religious: No
Educational: No
Scientific: No
Literary: No
Public Safety: No
Amateur Sports: No
Cruelty Prevention: No
Qualify For Exemption No
Legislation influence No
Compensation of Officer director trustee No
Donation of funds No
Conducting Activities Outside of United States No
Financial transactions with officers No
Unrelated Gross Income $1,000 or More No
Gaming Activity No
Disaster relief assistance No
One Third Support Public Yes
One Third Support Gifts No
Benefit of College No
Private Foundation 508(e) No
Seeking Retroactive Reinstatement No
Seeking Section 7 Reinstatement No
Correctness Declaration Yes
Signature Name
Signature Title
Signature Date

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