2024-05-30T13:40:26-04:00 2023-12-31 274374744 Fiduciary Tax Services LLC 400 S Walnut Street Ste 200 Muncie IN 47305 990PF 2023-01-01 352064839 KAKATU FOUNDATION INC KAKA 400 S WALNUT STREET STE 200 MUNCIE IN 47305 JAMES P BORGMANN SECRETARY 7652883651 2024-05-30 false JAMES BORGMANN XXX-XX-XXXX true Tracy O Osborne P00054497 7652883651 2 00 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 2647338 X X 24 24 56469 55928 55298 269580 55298 3537 115328 111250 7146 16697 16697 2408 2408 26251 19105 0 119000 119000 145251 19105 119000 -29923 92145 0 14 14 57448 55464 55479 2024187 1985002 2404630 188834 197510 187215 2270469 2237990 2647338 0 0 X 2270469 2237990 2270469 2237990 2270469 2237990 2270469 -29923 31 2240577 2587 2237990 SEE ATTACHED SCHEDULE OF LT SALES P 2000-01-01 2023-12-31 235656 178543 57113 57113 SEE ATTACHED SCHEDULE OF ST SALES P 2023-01-01 2023-12-31 33924 35739 -1815 -1815 55298 -1815 1281 0 1281 0 1281 1000 1600 2600 1319 1319 false false false false false false false false true IN true false false false false true JAMES P BORGMANN 7652883651 400 S WALNUT STREET STE 200 MUNCIE IN 47305 false false false false false false false false false false false false false false false false false false false false false false JOHN MEEKS 1240 BERINGER WAY BILLINGS MT 59106 PRESIDENT 0.50 0 0 0 DAVID MEEKS JR PO BOX 296 VINEBURG CA 95487 VICE PRESIDENT 0.50 0 0 0 JAMES P BORGMANN 400 S WALNUT STREET MUNCIE IN 47305 SECRETARY 0.50 0 0 0 SHEELA DAVIS 620 KAIMALINO STREET KAILUA HI 967341613 TREASURER 0.50 0 0 0 NONE 0 NONE KAKATU FOUNDATION DISTRIBUTED GRANTS TO OTHER 501C3 ORGS WHICH CARRY OUT THE INTENTIONS OF KAKATUS MISSION 119000 2443409 47310 0 2490719 0 2490719 37361 2453358 122668 122668 1281 1281 121387 121387 121387 119000 119000 121387 19353 5463 4201 29017 119000 119000 2387 2387 26630 0 16966 9664 5463 4201 NONE NONE X THE INSTITUTE FOR HUMAN SERVICES 546 KAAAHI HONOLULU HI 96817 NONE PC GENRAL PURPOSE 1000 RESIDENTIAL YOUTH SERVICES EMPOWER PO BOX 11662 HONOLULU HI 96828 NONE PC GENERAL MISSION 2000 ACCESSURF HAWAII INC PO BOX 15152 HONOLULU HI 96830 NONE PC GENERAL MISSION 2000 SURFRIDER FOUNDATION PO BOX 4216 SEAL BEACH CA 90740 NONE PC HSB CHAPTER 1000 MONTANA STATE UNIVERSITY CUBERTSON HALL BOZEMAN MT 59717 NONE PC FRED URBASKA ENDOWNMENT 10000 HAWAII FOODBANK 2611 KILIHAU ST HONOLULU HI 96819 NONE PC GENERAL MISSION 1000 EDUCATIONAL ENRICHMENT FNDTN ARTS 1905 MAIN ST BLDG M HUNTINGTON BEACH CA 92648 NONE PC EFFA - GENERAL PURPOSE 2000 BOYS GIRLS CLUB OF HAWAII 1000 BISHOP ST STE 505 HONOLULU HI 96813 NONE PC WINDWARD CLUBHOUSE 2000 HILLCROFT SERVICES 501 W AIR PARK DR MUNCIE IN 47303 NONE PC RELIABLE TRANSIT DIVISION 16000 BILLINGS SENIOR HIGH SCHOOL 425 GRAND AVE BILLINGS MT 59101 NONE PC JOHN W URBASKA ART MURAL 6000 WINNERS CAMP 621 ULUMAIKA ST HONOLULU HI 96816 NONE PC GENERAL MISSION 1000 PRESCOTT COLLEGE KINO BAY CENTER C CADIZ 151 BAHAI DE KINO SON MX 83340 NONE PC GENERAL MISSION 7000 MONTANA STATE UNIVERSITY CULBERTSON HALL BOZEMAN MT 59717 NONE PC FREDRICK J URBASKA SCHOLARSHIP 10000 PETS LIFELINE 19686 8TH ST E SONOMA CA 95476 NONE PC GENERAL MISSION 5000 BILLINGS SENIOR HIGH SCHOOL 425 GRAND AVE BILLINGS MT 59101 NONE PC LADY BRONCS BASKETBALL 2500 BILLINGS TRAIL NET PO BOX 2416 BILLINGS MT 59103 NONE PC BIKE SERVICE STATION 3000 OC COASTKEEPERS 3151 AIRWAY AVE STE F-110 COSTA MESA CA 92626 NONE PC GENERAL MISSION 1000 8TWELVE COALITION 1424 S HOYT AVE MUNCIE IN 47302 NONE PC GENERAL MISSION 5000 FRIENDS OF THE NTL ARBORETUM CANBER POBOX 48 CAMPBELL ACT CAMPBELL ACT 2612 AS NONE PC SWIFT 9000 MEADLOWLARK ELEMENTARY 221 29TH ST W BILLINGS MT 59102 NONE PC MLEARN ALLY PROGRAM 2000 FAMILIES FORWARD 8 THOMAS IRVINE CA 92618 NONE PC GENERAL PURPOSE 2000 KUPU HAWAII 677 ALA MOANA BLVD HONOLULU HI 96813 NONE PC GENERAL PURPOSE 2000 MAUI FOOD BANK 760 KOLU ST WAILUKU HI 96793 NONE PC GENERAL PURPOSE 3000 JACK LONDON PARK HISTORICAL PARK 2400 LONDON RANCH RD GLEN ELLEN CA 95442 NONE PC GENERAL PURPOSE 3000 SONOMA ECOLOGY CENTER P O BOX 1486 ELDRIDGE CA 95431 NONE PC GENERAL PURPOSE 5000 RONALD MCDONALD HOUSE CHARITIES MT 1144 NORTH 30TH STREET BILLINGS MT 59101 NONE PC GENERAL PURPOSE 1000 BILLINGS TRAIL NET P O BOX 2416 BILLINGS MT 59103 NONE PC BIKE SERVICE STATION 3000 HAWAII COMMUNITY FOUNDATION 444 HANA HWY SUITE 201 KAHULUI HI 96732 NONE PC MAUI STRONG FUND 9000 116500 0 14 24 14 55928 18 55298 REDEPOSITED GRANT 01 3000 REFUND OF EXCISE TAX 01 537 111250 3537 114787 false false false false false false false false false false TAX PREPARATION FEES 20212022 7146 0 0 0 FIXED INCOME - MF XXX90 189564 178747 CORPORATE BONDS/NOTES - XXX82 7946 8468 CLOSED END FDS XXX90 960308 1215468 EQUITY MF XXX90 403432 427241 COMMON STOCK XXX90 619302 759791 PREFERRED STOCK XXX90 1960 2130 BEGINNING YEAR ADJUSTMENT - TIMING 2587 2022 REFUND OF EXCISE TAX 537 0 0 REDEPOSITED PRIOR YEAR GRANT 3000 0 0 ROUNDING 31 INVESTMENT MANAGEMENT FEES 16697 16697 0 0 FOREIGN TAXES WITHHELD 2408 2408 0 0