UHF-CA GIFT ANNUITY RESERVE TR: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- UHF-CA GIFT ANNUITY RESERVE TR (EIN 99-0085260)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-14
- IRS object ID
- 202421359349302572
- Schema version
- 2022v5.0
- 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
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T08:41:19-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | 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 | 1003 BISHOP STREET SUITE 2210 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96813 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 990085260 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF HAWAII FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 8089568700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1810 UNIVERSITY AVENUE SUITE 300 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96822 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KARA SHIBATA | PersonNm |
| Person Title | CONTROLLER/ASST TREASURER | PersonTitleTxt |
| Phone | 8089568700 | PhoneNum |
| Signature | 2024-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KARA | PersonFirstNm |
| Person Last | SHIBATA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CORI SADANAGA | PreparerPersonNm |
| PTIN | P01598167 | PTIN |
| Phone | 8085402800 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | JOHN HAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1810 UNIVERSITY AVENUE SUITE 300 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96822 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $405,937,262 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UHFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1955 | FormationYr |
| Legal Domicile State | HI | LegalDomicileStateCd |
| Activity Or Mission | TO UNITE DONORS' PASSIONS WITH THE UNIVERSITY OF HAWAI'I'S (UH) ASPIRATIONS BY RAISING PHILANTHROPHIC SUPPORT AND MANAGING INVESTMENTS TO BENEFIT UH, THE PEOPLE OF HAWAII'S AND OUR FUTURE GENERATIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 184 | TotalEmployeeCnt |
| Total Volunteers | 18 | TotalVolunteersCnt |
| Total Gross UBI | -$1,072,226 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $140,729,663 | PYContributionsGrantsAmt |
| CY Contributions Grants | $74,286,376 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $37,664,917 | PYInvestmentIncomeAmt |
| CY Investment Income | $44,091,574 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,290,629 | PYOtherRevenueAmt |
| CY Other Revenue | $4,703,592 | CYOtherRevenueAmt |
| PY Total Revenue | $182,685,209 | PYTotalRevenueAmt |
| CY Total Revenue | $123,081,542 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $14,485,071 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $17,234,491 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $10,288,271 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $11,235,385 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $8,719,028 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $39,528,359 | PYOtherExpensesAmt |
| CY Other Expenses | $40,014,576 | CYOtherExpensesAmt |
| PY Total Expenses | $64,301,701 | PYTotalExpensesAmt |
| CY Total Expenses | $68,484,452 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $118,383,508 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $54,597,090 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $828,996,748 | TotalAssetsBOYAmt |
| Total Assets EOY | $893,522,101 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $119,175,374 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $130,456,196 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $709,821,374 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $763,065,905 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO UNITE DONORS' PASSIONS WITH THE UNIVERSITY OF HAWAI'I'S (UH) ASPIRATIONS BY RAISING PHILANTHROPIC SUPPORT AND MANAGING INVESTMENTS TO BENEFIT UH, THE PEOPLE OF HAWAI'I AND OUR FUTURE GENERATIONS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $15,308,036 | ExpenseAmt |
| Grant | $14,770,797 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | STUDENT AID AND SERVICES - UHF RAISES AND DISTRIBUTES MONEY FOR STUDENT AID, SCHOLARSHIPS, FELLOWSHIPS, GRANTS AND AWARDS TO HELP STUDENTS FULFILL THEIR ACADEMIC POTENTIAL AND ENSURE OUR STATE HAS THE SKILLED PROFESSIONALS IT NEEDS TO FLOURISH.THESE INCLUDE MERIT-BASED SCHOLARSHIPS, NEED-BASED SCHOLARSHIPS, STUDY ABROAD OPPORTUNITIES AND PROGRAMS THAT HELP BUILD INTERNATIONAL BRIDGES AND CULTURAL VERSATILITY. FELLOWSHIPS HELP UH ATTRACT AND RETAIN OUTSTANDING STUDENTS WHOSE RESEARCH AND CONTRIBUTIONS TO OUR WORLD ARE KEY TO A VIBRANT FUTURE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $11,643,238 | ExpenseAmt |
| Grant | $36,240 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | RESEARCH - THE UNIVERSITY OF HAWAI'I FOUNDATION (UHF) HELPS ADVANCE WORLD-CLASS RESEARCH AND INNOVATION THROUGH STRATEGIC PHILANTHROPIC INVESTMENTS. PRIVATE SUPPORT PLAYS A CRITICAL ROLE IN ENABLING UH RESEARCHERS TO TACKLE OUR WORLD'S CHALLENGES AND IMPROVE OUR QUALITY OF LIFE. WITH ITS UNIQUE GEOGRAPHIC LOCATION IN THE MIDDLE OF THE PACIFIC OCEAN, THE RICH ETHNIC DIVERSITY AND ENVIRONMENTAL ATTRIBUTES, UH HAS BECOME A GLOBALLY RECOGNIZED LEADER FOR ITS PIONEERING RESEARCH IN FIELDS SUCH AS OCEANOGRAPHY, VOLCANOLOGY, ASTRONOMY, PACIFIC ISLANDS AND ASIAN AREA STUDIES, TROPICAL AGRICULTURE, CANCER AND GENETICS. UH?S HIGHLY RANKED ACTIVE RESEARCH PROGRAMS SERVE AS A MAGNET FOR LEADING RESEARCHERS, BUILDING UH CENTERS OF EXCELLENCE IN AREAS INCLUDING MICROBIOMES, ENDANGERED AND RARE PLANT CONSERVATION AND CLIMATE CHANGE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,782,681 | ExpenseAmt |
| Grant | $1,536,973 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | SPECIAL PROGRAMS - DONOR DESIGNATED ACCOUNTS SUPPORT A RANGE OF ACADEMIC AND NON-ACADEMIC INITIATIVES/PROGRAMS. THESE INCLUDE VISITING DISTINGUISHED LECTURERS AND PROFESSORSHIPS, COMPUTER LAB SUPPORT, FACILITIES FUNDS, INTRAMURAL SPORTS, OUTREACH PROGRAMS THAT SUPPORT LIFELONG LEARNING AND COMMUNITY EDUCATION, HEALTH FAIRS, WORKSHOPS, BAND AND MENTORSHIP PROGRAMS. THROUGH FUNDRAISING AND ACCOUNT MANAGEMENT, UHF IS A PARTNER IN CAPITAL IMPROVEMENT PROJECTS TO BRING STATE-OF-THE-ART FACILITIES, TECHNOLOGY AND EQUIPMENT TO CAMPUSES STATEWIDE. QUALITY FACILITIES AND RESOURCES NURTURE HEALTHY LEARNING AND PRODUCTIVE COLLABORATION. FROM BUSINESS EDUCATION TO ADVANCED CULINARY TRAINING, DONORS ARE HELPING UH DELIVER WORLD-CLASS OPPORTUNITIES AND FACILITIES TO HAWAI'I STUDENTS. DONOR FUNDS MAKE IT POSSIBLE FOR OUR PUBLIC UNIVERSITY TO BRING DISTINGUISHED VISITING LECTURERS AND RESEARCHERS TO OUR CAMPUSES. EXAMPLES INCLUDE BRINGING SOME OF THE WORLD'S MOST HIGHLY REGARDED CANCER RESEARCHERS TO WORK COLLABORATIVELY IN OUR RESEARCH LABORATORIES WITH UH SCIENTISTS. WHILE THEY ARE HERE, THE PROMINENT RESEARCHERS, INCLUDING NOBEL LAUREATES, DELIVER A MAJOR LECTURE AT THE UNIVERSITY OF HAWAI'I CANCER CENTER. PRIVATE SUPPORT FUNDS THIS EXTRAORDINARY OPPORTUNITY FOR UH FACULTY, STUDENTS AND STAFF, TO MEET AND INTERACT WITH SOME OF THE MOST PROMINENT SCIENTISTS WHOSE WORK HAS SAVED MANY LIVES AND ESTABLISH RESEARCH COLLABORATIONS WITH THEM. OTHER DISTINGUISHED LECTURE SERIES SUPPORT HAWAI'I DIALOGUE WITH THE REST OF THE WORLD IN AREAS INCLUDING LOCAL ENTREPRENEURSHIP, INTERNATIONAL WOMEN'S LEADERSHIP, GLOBAL TECHNOLOGY, THE INTEGRATION OF SCIENCE AND CULTURE, AND INDIGENOUS LANGUAGE/CULTURAL ISSUES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $16,667,060 | ExpenseAmt |
| Grant | $890,481 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | OTHER PROGRAM SERVICES | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $16,667,060 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $890,481 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $52,401,015 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 756 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 184 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | Yes (1) | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | 1 | Form8899Filedind |
| Form1098 C Filed | Yes (1) | Form1098CFiledInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KARA SHIBATA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8089568700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1810 UNIVERSITY AVENUE SUITE 300 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96822 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| C SCOTT WO | ||||||||
| CHAIRMAN | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| STANDFORD S CARR | ||||||||
| VICE CHAIR | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| TED PETTIT | ||||||||
| VICE CHAIR & TREASURER | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LORI TERANISHI | ||||||||
| SECRETARY | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| PETER FUKUNAGA | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| PETER GROSSMAN | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL K HIRAI | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| LOUISE KY ING | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| JAMES P LALLY | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| JAMES H Q LEE | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| ROSITA G LEONG | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| ERIC K MARTINSON | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| KEN MILLER | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| JACKSON NAKASONE | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| SEAN SUGAI | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| JASON TAYLOR | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| GINNY TIU | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| HANK WUH | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| TIM DOLAN | ||||||||
| PRESIDENT/CEO | 40.00 | Yes (X) | $549,991 | $0 | $87,582 | |||
| JOHN HAN | ||||||||
| COO/CFO | 40.00 | Yes (X) | $271,487 | $0 | $55,987 | |||
| AMANDA KELLY | ||||||||
| ASST SECRETARY | 40.00 | Yes (X) | $87,017 | $0 | $17,183 | |||
| CHRISTINE KOO | ||||||||
| ASST TREASURER/ASSOCIATE VP | 40.00 | Yes (X) | $179,521 | $0 | $55,541 | |||
| KARA SHIBATA | ||||||||
| ASST TREASURER/CONTROLLER | 40.00 | Yes (X) | $114,275 | $0 | $33,619 | |||
| JULIE INOUYE | ||||||||
| EXEC DIRECTOR OF DEVELOPMENT | 40.00 | $166,016 | $0 | $31,681 | Yes (X) | |||
| KARLA ZARATE-RAMIREZ | ||||||||
| ASSOCIATE VP - MAJOR GIFTS | 40.00 | $203,346 | $0 | $42,220 | Yes (X) | |||
| ALLISON OHANIAN | ||||||||
| SENIOR EXECUTIVE DIRECTOR OF E | 40.00 | $185,151 | $0 | $33,111 | Yes (X) | |||
| MARGOT SCHRIRE | ||||||||
| ASSOC VP OF COMMUNICATIONS AND | 40.00 | $146,071 | $0 | $56,777 | Yes (X) | |||
| KRISTI BATES | ||||||||
| EXEC DIRECTOR OF DEVELOPMENT | 40.00 | $142,607 | $0 | $41,524 | Yes (X) | |||
| JUDY NAGAI | ||||||||
| SENIOR EXECUTIVE DIRECTOR OF C | 40.00 | $136,539 | $0 | $24,004 | Yes (X) | |||
| MEREDITH YORO | ||||||||
| EXEC DIRECTOR OF DEVELOPMENT | 40.00 | $132,354 | $0 | $45,235 | Yes (X) | |||
| MAILE AU | ||||||||
| SENIOR EXECUTIVE DIRECTOR OF A | 40.00 | $137,367 | $0 | $27,351 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,451,742 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $551,815 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 20 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CAMBRIDGE ASSOCIATES LLC | |||||
| PO BOX 412015 | BOSTON | MA | 02241 | INVESTMENT SERVICES | $746,072 |
| SAILDRONE INC | |||||
| 1050 W TOWER AVE | ALAMEDA | CA | 94501 | RESEARCH SERVICES | $374,572 |
| KPMG LLP | |||||
| 1003 BISHOP STREET SUITE 2210 | HONOLULU | HI | 96813 | ACCOUNTING SERVICES | $247,701 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $505,204 | MembershipDuesAmt |
| Fundraising | $1,731,218 | FundraisingAmt |
| All Other Contributions | $72,049,954 | AllOtherContributionsAmt |
| Noncash Contributions | $4,939,087 | NoncashContributionsAmt |
| Total Contributions | $74,286,376 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,304,359 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$1,104,576 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,408,935 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $32,455 | TotalRevenueColumnAmt |
| Exclusion | $32,455 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $76,696 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $57,649 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $19,047 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,047 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $7,350 | UnrelatedBusinessRevenueAmt |
| Exclusion | $11,697 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $319,174,954 | SecuritiesAmt |
| Other | $393,131 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $281,428,870 | SecuritiesAmt |
| Other | $352,000 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $37,746,084 | SecuritiesAmt |
| Other | $41,131 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $37,787,215 | TotalRevenueColumnAmt |
| Exclusion | $37,787,215 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $2,061,185 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,731,218 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $1,017,201 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,043,984 | TotalRevenueColumnAmt |
| Exclusion | $1,043,984 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| SERVICE CONTRACTS - UH | 900099 | $3,525,235 | $3,525,235 | |
| SPECIAL EVENTS | 900099 | $25,194 | $25,194 | |
| ADVERTISING | 541800 | $25,000 | $25,000 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $32,677 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $32,677 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,608,106 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $123,081,542 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,583,106 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$1,072,226 | UnrelatedBusinessRevenueAmt |
| Exclusion | $46,284,286 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,287,009 | TotalAmt |
| Program Services | $15,287,009 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,947,482 | TotalAmt |
| Program Services | $1,947,482 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,194,322 | TotalAmt |
| Management And General | $843,873 | ManagementAndGeneralAmt |
| Fundraising | $1,350,449 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,003,621 | TotalAmt |
| Program Services | $2,007 | ProgramServicesAmt |
| Management And General | $2,554,759 | ManagementAndGeneralAmt |
| Fundraising | $4,446,855 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $578,271 | TotalAmt |
| Management And General | $205,481 | ManagementAndGeneralAmt |
| Fundraising | $372,790 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $867,059 | TotalAmt |
| Management And General | $339,565 | ManagementAndGeneralAmt |
| Fundraising | $527,494 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $592,112 | TotalAmt |
| Management And General | $215,105 | ManagementAndGeneralAmt |
| Fundraising | $377,007 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,138 | TotalAmt |
| Program Services | $6,911 | ProgramServicesAmt |
| Management And General | $76,182 | ManagementAndGeneralAmt |
| Fundraising | $1,045 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $292,070 | TotalAmt |
| Management And General | $292,070 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,000 | TotalAmt |
| Program Services | $26,000 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,520,576 | TotalAmt |
| Management And General | $1,520,576 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,481,231 | TotalAmt |
| Program Services | $3,246,463 | ProgramServicesAmt |
| Management And General | $105,609 | ManagementAndGeneralAmt |
| Fundraising | $129,159 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $686,074 | TotalAmt |
| Program Services | $466,829 | ProgramServicesAmt |
| Management And General | $41,571 | ManagementAndGeneralAmt |
| Fundraising | $177,674 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,590,224 | TotalAmt |
| Program Services | $2,379,853 | ProgramServicesAmt |
| Management And General | $79,791 | ManagementAndGeneralAmt |
| Fundraising | $130,580 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,010,612 | TotalAmt |
| Program Services | $220,568 | ProgramServicesAmt |
| Management And General | $226,626 | ManagementAndGeneralAmt |
| Fundraising | $563,418 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $586,719 | TotalAmt |
| Program Services | $143,095 | ProgramServicesAmt |
| Management And General | $230,695 | ManagementAndGeneralAmt |
| Fundraising | $212,929 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,349,361 | TotalAmt |
| Program Services | $2,170,733 | ProgramServicesAmt |
| Management And General | $121,614 | ManagementAndGeneralAmt |
| Fundraising | $57,014 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,727,571 | TotalAmt |
| Program Services | $1,541,370 | ProgramServicesAmt |
| Management And General | $77,276 | ManagementAndGeneralAmt |
| Fundraising | $108,925 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $193,354 | TotalAmt |
| Program Services | $431 | ProgramServicesAmt |
| Management And General | $156,755 | ManagementAndGeneralAmt |
| Fundraising | $36,168 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $261,292 | TotalAmt |
| Program Services | $4,019 | ProgramServicesAmt |
| Management And General | $149,809 | ManagementAndGeneralAmt |
| Fundraising | $107,464 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| UH AGREEMENTS | $16,689,435 | $16,689,435 | ||
| REPAIRS/CONST - EQUIP/F | $5,740,773 | $5,737,847 | $1,341 | $1,585 |
| DONOR DEVELOPMENT COSTS | $1,819,818 | $1,774,858 | $15,135 | $29,825 |
| BAD DEBTS | $216,046 | $128,189 | $87,857 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $739,282 | TotalAmt |
| Program Services | $627,916 | ProgramServicesAmt |
| Management And General | $22,719 | ManagementAndGeneralAmt |
| Fundraising | $88,647 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,484,452 | TotalAmt |
| Program Services | $52,401,015 | ProgramServicesAmt |
| Management And General | $7,364,409 | ManagementAndGeneralAmt |
| Fundraising | $8,719,028 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,507,049 | BOYAmt |
| EOY | $28,847,891 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,288,600 | BOYAmt |
| EOY | $78,973,441 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101 | BOYAmt |
| EOY | $22,206 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $308,133 | BOYAmt |
| EOY | $78,914 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $257,042 | BOYAmt |
| EOY | $535,419 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $81,443,707 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,245,506 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,278,746 | BOYAmt |
| EOY | $79,198,201 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $226,705,855 | BOYAmt |
| EOY | $233,326,774 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $400,689,048 | BOYAmt |
| EOY | $437,824,230 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,962,174 | BOYAmt |
| EOY | $34,715,025 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $828,996,748 | BOYAmt |
| EOY | $893,522,101 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,045,938 | BOYAmt |
| EOY | $21,049,477 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,687,260 | BOYAmt |
| EOY | $79,609,349 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,442,176 | BOYAmt |
| EOY | $29,797,370 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $119,175,374 | BOYAmt |
| EOY | $130,456,196 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,945,202 | BOYAmt |
| EOY | $6,497,158 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $706,876,172 | BOYAmt |
| EOY | $756,568,747 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $709,821,374 | BOYAmt |
| EOY | $763,065,905 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $828,996,748 | BOYAmt |
| EOY | $893,522,101 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $54,597,090 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,344,535 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $91,976 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | $900,000 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $53,711,306 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $63,320,456 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $70,935,977 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $140,729,663 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $74,286,376 | CurrentTaxYearAmt |
| Total | $402,983,778 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $265,816 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $78,719 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $82,376 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $97,670 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $103,567 | CurrentTaxYearAmt |
| Total | $628,148 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $53,977,122 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $63,399,175 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $71,018,353 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $140,827,333 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $74,389,943 | CurrentTaxYearAmt |
| Total | $403,611,926 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $64,895,874 | SubstantialContributorsTotAmt |
| Public Support Total170 | $338,716,052 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,566,478 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,298,215 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,672,268 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,071,799 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,460,675 | CurrentTaxYearAmt |
| Total | $31,069,435 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,070,382 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $765,956 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $162,188 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $710,742 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,061,185 | CurrentTaxYearAmt |
| Total | $4,770,453 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $439,451,814 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $19,721,006 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.77080 | PublicSupportCY170Pct |
| Public Support PY170 | 0.75190 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FUNDRAISING - 2018 AMOUNT: $ 1,070,382. 2019 AMOUNT: $ 765,956. 2020 AMOUNT: $ 162,188. 2021 AMOUNT: $ 710,742. 2022 AMOUNT: $ 2,061,185. |
| PART-II LINE-10 | OTHER INCOME CONSISTS OF FUNDRAISING EVENTS AND FEES, HONORARIA/SERVICES, ROYALTIES AND OTHER MISCELLANEOUS INCOME. |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $26,000 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $26,000 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE C PART II-B, LINE 1I | FormAndLineReferenceDesc |
| Explanation | COMPENSATION PAID TO LOBBYIST FOR LEGISLATIVE AND/OR ADMINISTRATIVE ACTION IN THE FOLLOWING AREAS: CONSUMER PROTECTION & COMMERCE, EDUCATION, GOVERNMENT OPERATION & FINANCE, HAWAIIAN AFFAIRS, HEALTH, HUMAN SERVICES, AND SCIENCE, TECHNOLOGY & ECONOMIC DEVELOPMENT. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $450,105,602 | BeginningYearBalanceAmt |
| Contributions | $24,427,087 | ContributionsAmt |
| Investment Earnings Or Losses | $34,313,763 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $17,483,404 | AdministrativeExpensesAmt |
| End Year Balance | $491,363,048 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $483,639,756 | BeginningYearBalanceAmt |
| Contributions | $28,054,683 | ContributionsAmt |
| Investment Earnings Or Losses | -$47,260,861 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $14,327,976 | AdministrativeExpensesAmt |
| End Year Balance | $450,105,602 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $341,690,144 | BeginningYearBalanceAmt |
| Contributions | $19,724,165 | ContributionsAmt |
| Investment Earnings Or Losses | $135,117,678 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $12,892,231 | AdministrativeExpensesAmt |
| End Year Balance | $483,639,756 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $326,993,437 | BeginningYearBalanceAmt |
| Contributions | $33,132,523 | ContributionsAmt |
| Investment Earnings Or Losses | -$6,053,358 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $12,382,458 | AdministrativeExpensesAmt |
| End Year Balance | $341,690,144 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $321,039,892 | BeginningYearBalanceAmt |
| Contributions | $12,539,154 | ContributionsAmt |
| Investment Earnings Or Losses | $4,945,653 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $11,531,262 | AdministrativeExpensesAmt |
| End Year Balance | $326,993,437 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.31777 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.68223 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $2,006,330 | InvestmentCostOrOtherBasisAmt |
| Book Value | $2,006,330 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $7,619,656 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $365,770 | DepreciationAmt |
| Book Value | $7,253,886 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $69,491 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $67,243 | DepreciationAmt |
| Book Value | $2,248 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $1,776,023 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $1,748,072 | DepreciationAmt |
| Book Value | $27,951 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $69,972,207 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $64,421 | DepreciationAmt |
| Book Value | $69,907,786 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $79,198,201 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| DOMESTIC EQUITY | $65,750,097 | F |
| INTERNATIONAL EQUITY | $108,459,190 | F |
| HEDGE FUNDS | $172,281,275 | F |
| PRIVATE EQUITY SECURITIES | $63,244,404 | F |
| NATURAL RESOURCE/REAL ESTATE | $28,089,264 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $437,824,230 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| AMOUNTS HELD FOR OTHERS | $3,386,287 |
| BOND PAYABLE | $13,256,262 |
| PAYROLL TAXES & BENEFITS | $1,011,932 |
| OTHER LIABILITIES | $603,654 |
| SPLIT-INTEREST AGREEMENTS | $11,539,235 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $29,797,370 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $121,322,690 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$2,344,535 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $195,542 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $1,890,717 | OtherRevenueAmt |
| Revenue Not Reported | -$258,276 | RevenueNotReportedAmt |
| Revenue Subtotal | $121,580,966 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,500,576 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $1,500,576 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $123,081,542 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $68,078,159 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $103,566 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $990,717 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,094,283 | ExpensesNotReportedAmt |
| Expenses Subtotal | $66,983,876 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $1,500,576 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $1,500,576 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $68,484,452 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT SUPPORTS UNIVERSITY OF HAWAII STUDENTS, PROGRAMS AND RESEARCH. FUNDS SUPPORT SCHOLARSHIPS AND STUDENT AWARDS, FELLOWSHIPS, FACULTY AND LECTURESHIPS. ENDOWMENTS ALSO FUND FACILITY IMPROVEMENTS, INNOVATIVE RESEARCH AND A WEALTH OF PROGRAMS THAT ENRICH OUR STUDENTS' EDUCATIONAL EXPERIENCE. THE ENDOWMENTS ALSO PROVIDE VALUE TO OUR BROADER COMMUNITY BY SUPPORTING THE ARTS, LIBRARIES, ATHLETICS, AND A RANGE OF LIFELONG LEARNING OPPORTUNITIES. |
| PART X, LINE 2: | THE FOUNDATION IS AN ORGANIZATION EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS GENERALLY NOT SUBJECT TO FEDERAL OR STATE OF HAWAII INCOME TAXES. HOWEVER, THE FOUNDATION IS SUBJECT TO INCOME TAXES ON ANY NET INCOME THAT IS DERIVED FROM A TRADE OR BUSINESS, REGULARLY CARRIED ON, AND NOT IN FURTHERANCE OF THE PURPOSES FOR WHICH IT WAS GRANTED EXEMPTION. NO INCOME TAX PROVISION HAS BEEN RECORDED AS THE NET INCOME, IF ANY, FROM ANY UNRELATED TRADE OR BUSINESS, IN THE OPINION OF MANAGEMENT, IS NOT MATERIAL TO THE BASIC FINANCIAL STATEMENTS TAKEN AS A WHOLE. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | AHO PAYOUT BALANCE RECLASS -84,133. FUNDRAISING EXPENSES 1,017,201. RENTAL EXPENSES 57,649. REALIZED GAIN/(LOSS) ADJUSTMENT AHO 900,000. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | AHO PAYOUT BALANCE RECLASS -84,133. FUNRAISING EXPENSES 1,017,201. RENTAL EXPENSES 57,649. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | RegionTxt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $54,512,402 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $54,512,402 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $54,512,402 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | FUNDRAISER | Event1Nm |
| Gross Receipts Event1 | $380,183 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $308,315 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $71,868 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $17,143 | OtherDirectExpensesEvent1Amt |
| Event2 | FUNDRAISER | Event2Nm |
| Gross Receipts Event2 | $370,775 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $283,815 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $86,960 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $92,524 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 48 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $2,154,068 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $1,133,853 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $1,020,215 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $732,502 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $2,905,026 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,725,983 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $1,179,043 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $842,169 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $842,169 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $336,874 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF HAWAII | ||||||||
| 2500 CAMPUS RD | HONOLULU | HI | 96822 | 996000354 | $14,824,909 | $0 | BOOK VALUE | UNIVERSITY SUPPORT, RESEARCH, SCHOLARSHIP, AND AWARDS. |
| ADULT FRIENDS FOR YOUTH | ||||||||
| 3375 KOAPAKA ST B290 | HONOLULU | HI | 96819 | 990254581 | $25,000 | $0 | BOOK VALUE | GRANT TO IMPLEMENT AND ADAPT STRATEGIES, TOOLS, AND METRICS THAT BUILD AND STRENGTHEN STUDENTS' NETWORKS |
| AHIKI ACRES LLC | ||||||||
| 3562 WAIALAE AVE STE 301 | HONOLULU | HI | 96816 | 842560713 | $25,000 | $0 | BOOK VALUE | MATCHING GRANT TO SUPPORT SMALL FARMERS TO START OR EXPAND FARMING OPERATIONS |
| BIG TREE FARM LLC | ||||||||
| 67-190 KANOULU ST | WAIALUA | HI | 96791 | 872801656 | $25,000 | $0 | BOOK VALUE | MATCHING GRANT TO SUPPORT SMALL FARMERS TO START OR EXPAND FARMING OPERATIONS |
| CENTER FOR TOMORROW'S LEADERS | ||||||||
| 677 ALA MOANA BLVD SUITE 1100 | HONOLULU | HI | 96813 | 463490591 | $25,000 | $0 | BOOK VALUE | GRANT TO IMPLEMENT AND ADAPT STRATEGIES, TOOLS, AND METRICS THAT BUILD AND STRENGTHEN STUDENTS' NETWORKS |
| GOALL LLC | ||||||||
| 739 HAUSTEN ST APT 504 | HONOLULU | HI | 96826 | 922238394 | $15,500 | $0 | BOOK VALUE | ENTREPRENEURSHIP AND STARTUP AWARDS |
| HAWAII WORKFORCE PIPELINE INC | ||||||||
| 726 KALOLINA PLACE | KAILUA | HI | 96734 | 851664697 | $25,000 | $0 | BOOK VALUE | GRANT TO IMPLEMENT AND ADAPT STRATEGIES, TOOLS, AND METRICS THAT BUILD AND STRENGTHEN STUDENTS' NETWORKS |
| KUPU | ||||||||
| 677 ALA MOANA BLVD SUITE 1200 | HONOLULU | HI | 96813 | 510652665 | $25,000 | $0 | BOOK VALUE | GRANT TO IMPLEMENT AND ADAPT STRATEGIES, TOOLS, AND METRICS THAT BUILD AND STRENGTHEN STUDENTS' NETWORKS |
| OLD KOLOA REGENERATIVE FARM | ||||||||
| 2999 ROSIE BUKOSKI CTR UNIT 204 | KOLOA | HI | 96756 | 075760274 | $25,000 | $0 | BOOK VALUE | MATCHING GRANT TO SUPPORT SMALL FARMERS TO START OR EXPAND FARMING OPERATIONS |
| STATE OF HAWAII DEPT OF EDUCATION | ||||||||
| 1390 MILLER ST | HONOLULU | HI | 96813 | 990266482 | $13,300 | $0 | BOOK VALUE | AWARD PAYMENT FOR CASH FOR COLLEGE 808 CHALLENGE WHICH HAS A GOAL OF INCREASING THE FAFSA COMPLETION RATES AMONG HIGH SCHOOL SENIORS ACROSS THE STATE. |
| STATE OF HAWAII DEPT OF EDUCATION | ||||||||
| 1390 MILLER ST | HONOLULU | HI | 96813 | 990266482 | $258,300 | $0 | BOOK VALUE | GRANT TO SUPPORT HIDOE SCHOOLS AND STUDENTS TO STRENGTHEN THE EDUCATION PIPELINE AND ASSIST WITH POSTSECONDARY EDUCATION. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 10 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS & GRANTS, INCL. STIPENDS & TRVL AWRDS | GrantTypeTxt |
| Recipient | 1167 | RecipientCnt |
| Cash Grant | $1,947,482 | CashGrantAmt |
| Valuation Method Used | BOOK VALUE | ValuationMethodUsedDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | UHF HAS POLICIES IN PLACE FOR PROVIDING GRANT FUNDS TO STUDENTS IN THE FORM OF SCHOLARSHIPS, TRAVEL GRANTS AND AWARDS. GENERALLY, SCHOLARSHIP AND FELLOWSHIP PAYMENTS SPECIFICALLY INTENDED TO COVER ITEMS RELATED TO COST OF ATTENDANCE ARE PROCESSED THROUGH THE UH'S SYSTEM. UHF WILL PAY SCHOLARSHIPS AND FELLOWSHIPS TO STUDENTS DIRECTLY IN RELATION TO TRAVEL, MATERIALS AND/OR RESEARCH. ALL PAYMENT REQUESTS MUST COMPLY WITH UHF'S ACCOUNT ADMINISTRATION POLICY IN ORDER TO BE PROCESSED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TIM DOLAN | ||||||||||||||
| PRESIDENT/CEO | $449,187 | $0 | $100,000 | $0 | $804 | $0 | $65,400 | $0 | $22,182 | $0 | $637,573 | $0 | $47,450 | $0 |
| JOHN HAN | ||||||||||||||
| COO/CFO | $246,057 | $0 | $25,000 | $0 | $430 | $0 | $39,763 | $0 | $16,224 | $0 | $327,474 | $0 | $39,643 | $0 |
| KARLA ZARATE-RAMIREZ | ||||||||||||||
| ASSOCIATE VP - MAJOR GIFTS | $203,346 | $0 | $0 | $0 | $0 | $0 | $28,930 | $0 | $13,290 | $0 | $245,566 | $0 | $22,918 | $0 |
| CHRISTINE KOO | ||||||||||||||
| ASST TREASURER/ASSOCIATE VP | $179,334 | $0 | $0 | $0 | $187 | $0 | $41,414 | $0 | $14,127 | $0 | $235,062 | $0 | $36,473 | $0 |
| ALLISON OHANIAN | ||||||||||||||
| SENIOR EXECUTIVE DIRECTOR OF E | $185,151 | $0 | $0 | $0 | $0 | $0 | $20,905 | $0 | $12,206 | $0 | $218,262 | $0 | $11,543 | $0 |
| MARGOT SCHRIRE | ||||||||||||||
| ASSOC VP OF COMMUNICATIONS AND | $146,071 | $0 | $0 | $0 | $0 | $0 | $42,836 | $0 | $13,941 | $0 | $202,848 | $0 | $0 | $0 |
| JULIE INOUYE | ||||||||||||||
| EXEC DIRECTOR OF DEVELOPMENT | $166,016 | $0 | $0 | $0 | $0 | $0 | $18,483 | $0 | $13,198 | $0 | $197,697 | $0 | $19,863 | $0 |
| KRISTI BATES | ||||||||||||||
| EXEC DIRECTOR OF DEVELOPMENT | $142,607 | $0 | $0 | $0 | $0 | $0 | $30,794 | $0 | $10,730 | $0 | $184,131 | $0 | $39,593 | $0 |
| MEREDITH YORO | ||||||||||||||
| EXEC DIRECTOR OF DEVELOPMENT | $132,192 | $0 | $0 | $0 | $162 | $0 | $33,719 | $0 | $11,516 | $0 | $177,589 | $0 | $0 | $0 |
| MAILE AU | ||||||||||||||
| SENIOR EXECUTIVE DIRECTOR OF A | $137,180 | $0 | $0 | $0 | $187 | $0 | $14,370 | $0 | $12,981 | $0 | $164,718 | $0 | $0 | $0 |
| JUDY NAGAI | ||||||||||||||
| SENIOR EXECUTIVE DIRECTOR OF C | $111,539 | $0 | $25,000 | $0 | $0 | $0 | $16,744 | $0 | $7,260 | $0 | $160,543 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | PRIVATE BUSINESS CLUB MEMBERSHIP IS PROVIDED TO THE PRESIDENT AND CERTAIN STAFF FOR BUSINESS USE. |
| PART I, LINE 5 | AN INCENTIVE PROGRAM IS IN PLACE FOR KEY INDIVIDUALS. IT IS BASED ON QUANTITIVE AND QUALITATIVE FACTORS. ONE OF SEVERAL QUANTITATIVE FACTORS IS FUNDS RAISED. |
| PART I, LINE 6 | AN INCENTIVE PROGRAM IS IN PLACE FOR KEY INDIVIDUALS. IT IS BASED ON QUANTITIVE AND QUALITATIVE FACTORS. ONE OF SEVERAL QUANTITATIVE FACTORS IS FUNDS RAISED AND NET OPERATING RESULTS. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PUBLIC FINANCE AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 273866124 | BondIssuerEIN |
| CUSIP | 74439YEA5 | CUSIPNum |
| Bond Issued | 2021-11-30 | BondIssuedDt |
| Issue Price | $77,705,000 | IssuePriceAmt |
| Purpose | CONSTRUCTION OF NEW STUDENT HOUSING | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $82,434,390 | TotalProceedsAmt |
| In Reserve Fund | $3,301,950 | InReserveFundAmt |
| Capitalized Interest | $5,663,930 | CapitalizedInterestAmt |
| Issuance Costs From Proceeds | $644,120 | IssuanceCostsFromProceedsAmt |
| Working Capital Expenditures | $936,955 | WorkingCapitalExpendituresAmt |
| Capital Expenditures | $53,276,159 | CapitalExpendituresAmt |
| Unspent | $18,611,277 | UnspentAmt |
| Substantial Completion | 2023 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | 0 | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | 0 | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | Yes (1) | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (1) | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE K, PART II, LINE 3 | SCHEDULE K, PART II, LINE 3 IS DIFFERENT FROM COLUMN (E) DUE TO PROCEEDS BEING HIGHER THAN ISSUE PRICE DUE TO BOND PREMIUM |
| SCHEDULE K, PART II, LINE 5 | SCHEDULE K, PART II, LINE 5 DOESN'T MATCH FORM 8038 SINCE AMOUNTS FOR CAPITALIZED INTEREST PAID WAS NOT KNOWN AT THE TIME FORM 8038 WAS FILED |
| SCHEDULE K, PART II, LINE 7 | SCHEDULE K, PART II, LINE 7 DOESN'T MATCH FORM 8038 SINCE ACTUAL COSTS OF ISSUANCE WAS LESS THAN ESTIMATED ON FORM 8038 |
| SCHEDULE K, PART II, LINE 9 | SCHEDULE K, PART II, LINE 9 DOESN'T MATCH FORM 8038 SINCE AMOUNTS FOR WORKING CAPITAL EXPENDITURES WAS NOT KNOWN AT THE TIME FORM 8038 WAS FILED |
| SCHEDULE K, PART II, LINE 10 | SCHEDULE K, PART II, LINE 10 DOESN'T MATCH FORM 8038 SINCE AMOUNTS FOR CAPITAL EXPENDITURES WAS NOT KNOWN AT THE TIME FORM 8038 WAS FILED |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $350 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $3,370 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $48,371 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 58 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,573,804 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Secur Prtnrshp Trust Intrsts SecurPrtnrshpTrustIntrstsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,109,572 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $8,930 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,381 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | FURNITURE | 2 | $140,800 | FMV |
| Yes (X) | TOOLS AND EQUIPMENT | 16 | $42,184 | FMV |
| Yes (X) | TICKETS | 2 | $2,850 | FMV |
| Yes (X) | GIFT CARDS | 3 | $2,475 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 1 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | UHF USED KOKUA IN KIND, MERRILL LYNCH AND CHARLES SCHWAB TO PROCESS AND SELL NON-CASH CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 1 | THE UNIVERSITY OF HAWAI'I FOUNDATION (UHF) WAS ESTABLISHED IN 1955 TO ENCOURAGE PRIVATE SUPPORT FOR UH. TODAY IT IS THE CENTRAL FUNDRAISING ORGANIZATION FOR THE UH SYSTEM, PROVIDING PROFESSIONAL FUNDRAISING AND ALUMNI ENGAGEMENT SERVICES TO ALL 10 UH CAMPUSES. TO DATE, THE NONPROFIT UHF HAS RAISED MORE THAN $1 BILLION TO SUPPORT UH. THE FUNDS RAISED ARE CRITICAL FOR SUPPORTING THE EDUCATIONAL MISSION OF UH, ONE OF THE LARGEST DRIVERS OF HAWAI'I'S ECONOMY. THIS PRIVATE SUPPORT FUNDS SCHOLARSHIPS TO BUILD HAWAI'I'S FUTURE WORKFORCE, HELPS ATTRACT TOP FACULTY TALENT, AND FUELS WORLD-CLASS RESEARCH AND FACILITIES. UHF HAS A NUMBER OF SPECIALISTS ON STAFF TO PROVIDE COMPREHENSIVE FUNDRAISING AND ALUMNI ENGAGEMENT SERVICES. EXPERTISE AREAS INCLUDE MAJOR GIFTS, CORPORATE AND FOUNDATION GIVING, ANNUAL GIVING, DONOR STEWARDSHIP, CHARITABLE TAX AND ESTATE AND GIFT PLANNING. UHF ALSO MANAGES AN ENDOWMENT OF MORE THAN $495 MILLION THAT DISTRIBUTES MORE THAN $15 MILLION IN AID TO STUDENTS ACROSS 10 UH SYSTEM CAMPUSES EACH YEAR. GENEROUS GIFTS FROM DONORS AND A DISCIPLINED FOCUS ON INVESTMENT STRATEGIES AND OPPORTUNITIES HELP THE ENDOWMENT GROW OVER THE LONG TERM, PROVIDING SUPPORT FOR UNIVERSITY OF HAWAI'I PROGRAMS AND PRIORITIES INTO THE FUTURE. THE TEAM ALSO MANAGES INVESTMENTS RELATED TO PLANNED GIVING, INCLUDING CHARITABLE GIFT ANNUITIES AND CHARITABLE REMAINDER TRUSTS. THE FISCAL SERVICES UHF PROVIDES INCLUDE PROCESSING, ADMINISTERING AND MANAGING FUNDS FROM GIFTS FOR THE BENEFIT OF UH UNITS AND CAMPUSES. THE TEAM ALSO ESTABLISHES NEW ACCOUNTS AND MAINTAINS MORE THAN 7,000 SEPARATE DONOR ACCOUNTS FOR UH. THE ALUMNI ENGAGEMENT TEAM IS FOCUSED ON PROVIDING LIFELONG VALUE TO OUR 330,000 + ALUMNI, WHILE ALSO ADVANCING THE UNIVERSITY'S PRIORITIES INCLUDING GROWING STUDENT ENROLLMENT AND SUPPORTING STUDENT RETENTION. BY PARTNERING CLOSELY WITH UH CAMPUS LEADERSHIP, SCHOOLS AND DEPARTMENTS, AND LOCAL AND REGIONAL ALUMNI GROUPS, THE TEAM DEVELOPS MEANINGFUL PROGRAMS THAT SUPPORT THE UH ALUMNI COMMUNITY, BUILD PRIDE, NURTURE LIFE-LONG LEARNING AND STRENGTHEN AND SUSTAIN RELATIONSHIPS. |
| FORM 990, PART VI, SECTION A, LINE 2 | OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES HAVE FAMILY OR BUSINESS RELATIONSHIPS WITH ANOTHER DUE TO THE NATURE OF BUSINESS IN HAWAII. RELATIONSHIPS WERE IDENTIFIED AS PART OF AN ANNUAL QUESTIONNAIRE AND TRANSACTIONS OCCURRED IN THE ORDINARY COURSE OF BUSINESS ON TERMS OFFERED TO THE PUBLIC. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY KPMG LLP AND REVIEWED BY UHF'S CONTROLLER, CFO AND SENIOR EXECUTIVE DIRECTOR OF COMMUNICATIONS BEFORE PRESENTATION OF A FINAL DRAFT TO THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES FOR REVIEW AND APPROVAL. UPON APPROVAL, THE FINAL RETURN IS FILED AND SIGNED OFF ELECTRONICALLY BY THE CFO. THE FORM 990 IS AVAILABLE ON WWW.GUIDESTAR.ORG AND ON UHF'S WEBSITE, AS WELL AS UPON REQUEST. |
| FORM 990, PART VI, SECTION B, LINE 12C | UHF HAS A CONFLICT OF INTEREST POLICY FOR EMPLOYEES AND A SEPARATE FORM FOR TRUSTEES. IN ACCORDANCE WITH BOTH POLICIES, ALL EMPLOYEES AND TRUSTEES ARE REQUIRED TO COMPLETE AND CERTIFY AN "ANNUAL CONFLICT OF INTEREST FORM" AT THE BEGINNING OF THE FISCAL YEAR. THE INFORMATION COMPILED BY THE CFO AND CONTROLLER. ANY POTENTIAL CONFLICTS WITH REGARD TO TRUSTEES ARE BROUGHT TO THE ATTENTION OF THE VP OF ADMINISTRATION/CFO AND PRESIDENT, AND BROUGHT TO THE BOARD OF TRUSTEE'S AUDIT COMMITTEE TO APPROVE OR DISAPPROVE THE CONFLICT OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | ANNUALLY, UHF BENCHMARKS THE SALARIES OF THE PRESIDENT/CHIEF EXECUTIVE OFFICER, CFO, AND VP/COO AT OTHER INSTITUTIONALLY RELATED FOUNDATIONS NATIONWIDE, AS WELL AS NONPROFITS WITHIN THE STATE OF HAWAII. THIS IS DONE THROUGH RESEARCH OF 990S AND THROUGH SALARY SURVEYS OF VARIOUS PROFESSIONAL ORGANIZATIONS. THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES USES THIS DATA IN CONJUNCTION WITH AN ASSESSMENT OF INDIVIDUAL JOB PERFORMANCE TO DETERMINE THE APPROPRIATE COMPENSATION ADJUSTMENTS FOR THE PRESIDENT/CEO AND VICE PRESIDENTS OF THE ORGANIZATION. THE DOCUMENTATION OF THESE DECISIONS IS PROVIDED TO AND FILED WITH THE HUMAN RESOURCES DEPARTMENT. LAST COMPENSATION STUDY/REVIEW WAS SEPTEMBER 2022. |
| FORM 990, PART VI, SECTION C, LINE 19 | UHF HAS A PUBLIC INFORMATION POLICY. THIS POLICY SETS OUT THE PRACTICES OF UHF REGARDING DISCLOSURE OF INFORMATION AND DESCRIBES THE EXTENT AND NATURE OF THOSE MATERIALS WHICH WILL BE MADE AVAILABLE TO THE PUBLIC. UHF PROVIDES ACCESS TO THE FOLLOWING DOCUMENTS ON ITS WEBSITE. FORM 990 TAX RETURN FOR THE PREVIOUS THREE YEARS, IRS TAX DETERMINATION LETTER, ARTICLES OF INCORPORATION, ANNUAL REPORT. THE FORM 990 TAX RETURN MAY ALSO BE VIEWED ON GUIDESTAR. ALSO AVAILABLE ON THE WEBSITE IS A LISTING OF UHF'S BOARD OF TRUSTEES AND UHF STAFF. THE CONFLICT OF INTEREST POLICY AND OTHER GOVERNING DOCUMENTS OUTLINED IN THE PUBLIC INFORMATION POLICY THAT ARE NOT ON THE WEBSITE ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | REALIZED GAIN/(LOSS) ADJUSTMENT AHO 900,000. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|
| UHF ATHERTON STUDENT HOUSING LLC | ||||||||
| 1810 UNIVERSITY AVENUE SUITE 300 | HONOLULU | HI | 96822 | REAL ESTATE | HI | $842,938 | $8,167,770 | UHFOUNDATION |
| UHF RISE STUDENT HOUSING LLC | ||||||||
| 1810 UNIVERSITY AVENUE SUITE 300 | HONOLULU | HI | 96822 | REAL ESTATE | HI | $29,346 | $115,508,799 | UHFOUNDATION |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUST (43) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | TRUST | PrimaryActivitiesTxt |
| Legal Domicile State | HI | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UHF | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |