LGA FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization: LGA FAMILY FOUNDATION (EIN 94-3260209)
Tax period: 2025-01-01 to 2025-12-31
Filed: 2026-06-25
IRS object ID: 202611769349101061
Schema version: 2025v4.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Accounting Fees Schedule
Investments Other Schedule2
Other Decreases Schedule
Other Expenses Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2026-06-25T16:01:36-04:00	ReturnTs
Tax Period End	2025-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	135565207	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	KPMG LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	ONE FINANCIAL PLZ STE 2300	AddressLine1Txt
City	PROVIDENCE	CityNm
State Abbreviation	RI	StateAbbreviationCd
ZIP	029032485	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2025-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	943260209	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	LGA FAMILY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	ATHE	BusinessNameControlTxt
Phone	8086944399	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 3170 DEPT 715	AddressLine1Txt
City	HONOLULU	CityNm
State Abbreviation	HI	StateAbbreviationCd
ZIP	968023170	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	FRANK C ATHERTON II	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	8086944399	PhoneNum
Signature	2026-06-25	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	LYLE J MOHLER	PreparerPersonNm
PTIN	P01340349	PTIN
Phone	6892065200	PhoneNum
Preparation	2026-06-25	PreparationDt

Field	Value	IRS element (for citing)
Tax	2025	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Name Change	Yes (X)	NameChangeInd
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$52,536,312	FMVAssetsEOYAmt

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$470,489	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$470,489	DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm	$0	CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm	$0	NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss	$470,489	TotalRevAndExpnssAmt
Total Net Invst Incm	$470,489	TotalNetInvstIncmAmt
Oth Empl Slrs Wgs Net Invst Incm	$0	OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm	$0	OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$0	OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Net Invst Incm	$0	PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm	$0	PensionEmplBnftAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl	$0	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$2,240	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$0	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$0	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$2,240	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$31,136	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$31,136	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Interest Dsbrs Chrtbl	$0	InterestDsbrsChrtblAmt
Taxes Rev And Expnss	$1,227	TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss	$0	DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm	$0	DeprecAndDpltnNetInvstIncmAmt
Trav Conf Meeting Net Invst Incm	$0	TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm	$0	TravConfMeetingAdjNetIncmAmt
Printing And Pub Net Invst Incm	$0	PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm	$0	PrintingAndPubAdjNetIncmAmt
Other Expenses Rev And Expnss	$15,066	OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl	$15,066	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$49,669	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$31,136	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$17,306	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$2,021,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$2,021,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$2,070,669	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$31,136	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$2,038,306	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$1,600,180	ExcessRevenueOverExpensesAmt
Net Investment Income	$439,353	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$82,770	CashBOYAmt
Cash EOY	$56,109	CashEOYAmt
Cash EOYFMV	$56,109	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$2,058,354	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$483,789	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$483,789	SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl EOY	$0	AcctRcvblEOYAmt
Acct Rcvbl EOYFMV	$0	AcctRcvblEOYFMVAmt
Other Rcvbl Allwnc Dbtfl Acct	$0	OtherRcvblAllwncDbtflAcctAmt
Other Investments BOY	$8,244,944	OtherInvestmentsBOYAmt
Other Investments EOY	$8,244,944	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$51,996,414	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$10,386,068	TotalAssetsBOYAmt
Total Assets EOY	$8,784,842	TotalAssetsEOYAmt
Total Assets EOYFMV	$52,536,312	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$10,386,068	CapitalStockBOYAmt
Capital Stock EOY	$8,784,842	CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY	$10,386,068	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$8,784,842	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$10,386,068	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$8,784,842	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$10,386,068	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$1,600,180	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$8,785,888	SubtotalAmt
Other Decreases	$1,046	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$8,784,842	TotNetAstOrFundBalancesEOYAmt

Field	Value	IRS element (for citing)
Cap Gains Loss Tx Invst Incm Detail		CapGainsLossTxInvstIncmDetail

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$6,107	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$6,107	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$6,107	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$4,376	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$1,731	ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits	$6,107	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$0	EsPenaltyAmt
Applied To ES Tax	$0	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	HI	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	BANK OF HAWAII	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	8086944399	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 3170	AddressLine1Txt
City	HONOLULU	CityNm
State Abbreviation	HI	StateAbbreviationCd
ZIP	968023170	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt
FRANK C ATHERTON II
PO BOX 3170	HONOLULU	HI	968023170	PRESIDENT/DIRECTOR	10	$0
BALBI A BROOKS
PO BOX 3170	HONOLULU	HI	968023170	TREASURER/DIRECTOR	00	$0
MARJORY A NEWELL
PO BOX 3170	HONOLULU	HI	968023170	SECRETARY/DIRECTOR	00	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Field	Value	IRS element (for citing)
Summary Of Direct Chrtbl Acty		SummaryOfDirectChrtblActyGrp
Sum Of Program Related Invst		SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$47,486,385	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$1,343,572	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$48,829,957	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$48,829,957	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$732,449	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$48,097,508	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$2,404,875	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$2,404,875	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$6,107	TaxBasedOnInvestmentIncomeAmt
Total Tax	$6,107	TotalTaxAmt
Distributable Before Adj	$2,398,768	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$2,398,768	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$2,398,768	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$2,038,306	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid	$0	CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test	$0	SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test	$0	SetAsideCashDistriTestAmt
Qualifying Distributions	$2,038,306	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$2,398,768	DistributableAsAdjustedAmt
Undistributed Income PY	$645,926	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$0	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$0	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$0	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$0	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$0	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$2,038,306	QualifyingDistributionsAmt
Applied To Year1	$645,926	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$1,392,380	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$0	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$1,006,388	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$0	ExcessDistriCyovToNextYrAmt
Excess From Year4	$0	ExcessFromYear4Amt
Excess From Year3	$0	ExcessFromYear3Amt
Excess From Year2	$0	ExcessFromYear2Amt
Excess From Year1	$0	ExcessFromYear1Amt
Excess From Current Year	$0	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)

Business Name Line2RecipientBusinessName/BusinessNameLine2Txt	Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusCd	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
PLANNED PARENTHOOD OF NORTHERN
NEW ENGLAND	187 ST PAUL STREET SUITE 104	BURLINGTON	VT	05401	NONE	PC	UNRESTRICTED GIFT	$1,000
HAWAII PREPARATORY ACADEMY
	65-1692 KOHALA MOUNTAIN ROAD	KAMUELA	HI	96743	NONE	PC	GATES PERFORMING ARTS	$250,000
FORT LEWIS COLLEGE FOUNDATION
	1000 RIM DRIVE	DURANGO	CO	81301	NONE	PC	SOCCER PROGRAMS	$60,000
THE FOOD BASKET INC
	40 HOLOMUA STREET	HILO	HI	967205102	NONE	PC	UNRESTRICTED GIFT	$15,000
FOOD FINDERS INC
	10539 HUMBOLT ST	LOS ALAMITOS	CA	90720	NONE	PC	UNRESTRICTED GIFT	$25,000
LONG BEACH PUBLIC LIBRARY FOUNDATION
	200 W BROADWAY	LONG BEACH	CA	90802	NONE	PC	UNRESTRICTED GIFT	$30,000
AMERICAN RED CROSS OF HAWAII
	4155 DIAMOND HEAD ROAD	HONOLULU	HI	96816	NONE	PC	GENERAL SUPPORT	$150,000
SHRINERS CHILDRENS HOSPITAL HAWAII
	1310 PUNAHOU STREET	HONOLULU	HI	96826	NONE	PC	UNRESTRICTED GIFT	$50,000
RONALD MCDONALD HOUSE
	1970 JUDD HILLSIDE ROAD	HONOLULU	HI	96822	NONE	PC	UNRESTRICTED GIFT	$50,000
LONG BEACH STATE FOUNDATION
	1250 BELLFLOWER BLVD BH-387	LONG BEACH	CA	90840	NONE	PC	UNRESTRICTED GIFT	$40,000
FEEDING HAWAII TOGETHER
	2522 ROSE STREET	HONOLULU	HI	96819	NONE	PC	UNRESTRICTED GIFT	$15,000
HAWAII PUBLIC RADIO
	738 KAHEKA STREET	HONOLULU	HI	96814	NONE	PC	GENERAL SUPPORT	$30,000
AMERICAN RED CROSS - LOS ANGELES
	1450 SOUTH CENTRAL AVE	LOS ANGELES	CA	90021	NONE	PC	ASSISTANCE WITH CALIFORNIA	$150,000
UNIVERSITY OF COLORADO FOUNDATION
	13001 EAST 17TH PLACE SUITE WG110	AURORA	CO	80045	NONE	PC	UNRESTRICTED GIFT	$930,000
YMCA OF GREATER LONG BEACH
	3605 LONG BEACH BLVD SUITE 210	LONG BEACH	CA	90807	NONE	PC	UNRESTRICTED GIFT	$50,000
RONALD MCDONALD HOUSE CHARITIES OF
SOUTHERN CALIFORNIA	4560 FOUNTAIN AVENUE	LOS ANGELES	CA	90029	NONE	PC	UNRESTRICTED GIFT	$50,000
LYMAN HOUSE MEMORIAL MUSEUM
	276 HAILI ST	HILO	HI	967202927	NONE	PC	UNRESTRICTED GIFT	$50,000
HAWAII FOODBANK
	2611 KILIHAU ST	HONOLULU	HI	96819	NONE	PC	UNRESTRICTED GIFT	$15,000
FRIENDS OF THE FUTURE
	64-1032 MAMALAHOA HWY 311	KAMUELA	HI	96743	NONE	PC	TUTU'S HOUSE PROGRAM	$20,000
MAUI FOOD BANK
	760 KOLU STREET	WAILUKU	HI	96793	NONE	PC	UNRESTRICTED GIFT	$15,000
PARKER SCHOOL
	65-1224 LINDSEY ROAD	KAMUELA	HI	96743	NONE	PC	UNRESTRICTED GIFT	$25,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$2,021,000	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Field	Value	IRS element (for citing)
Fees Contracts From Govt Ag		FeesContractsFromGovtAgGrp
Membership Dues And Assmnt		MembershipDuesAndAssmntGrp
Int On Sav And Temp Cash Invst		IntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$470,489	ExclusionAmt

Field	Value	IRS element (for citing)
Net Rntl Incm Re Debt Fincd Prop		NetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd Prop		NetRntlIncmReNotDebtFincdProp
Net Rental Income Personal Prop		NetRentalIncomePersonalPropGrp
Other Investment Income		OtherInvestmentIncomeGrp
Gain Sales Ast Oth Than Invntry		GainSalesAstOthThanInvntryGrp
Net Income Loss From Special Evt		NetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of Invntry		GrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$470,489	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$470,489	TotalIncomeProducingActyAmt

Field	Value	IRS element (for citing)
Rln Of Acty To Accom Of Exmpt Prps		RlnOfActyToAccomOfExmptPrpsGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	TAX PREPARATION FEE (NON-ALLOC	CategoryTxt
Amt	$2,240	Amt
Disbursements Charitable Prps	$2,240	DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Field	Value	IRS element (for citing)
Category Or Item	SEE ATTACHED STATEMENT	CategoryOrItemTxt
Listed At Cost Or FMV	AT COST	ListedAtCostOrFMVCd
Book Value	$8,244,944	BookValueAmt
EOYFMV	$51,996,414	EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	MUTUAL FUND TIMING DIFFERENCE	Desc
Amt	$1,046	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OTHER ALLOCABLE EXPENSE-INCOME	$6	$0	$6
OTHER NON-ALLOCABLE EXPENSE -	$60	$0	$60
OTHER NON-ALLOCABLE EXPENSE -	$15,000	$0	$15,000

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	INVESTMNT MNGMNT FEES (NON-DED	CategoryTxt
Amt	$31,136	Amt
Net Investment Income	$31,136	NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FEDERAL ESTIMATES - INCOME	CategoryTxt
Amt	$1,227	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt