AIEA GENERAL HOSPITAL ASSOCIATION SCHOLARSHIP FUND: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- AIEA GENERAL HOSPITAL ASSOCIATION SCHOLARSHIP FUND (EIN 99-0241566)
- Tax period
- 2023-04-01 to 2024-03-31
- Filed
- 2024-08-14
- IRS object ID
- 202402279349101000
- Schema version
- 2023v5.1
- 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 | 2024-08-14T11:01:20-05:00 | ReturnTs |
| Tax Period End | 2024-03-31 | 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 | 2023-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 990241566 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AIEA GENERAL HOSPITAL ASSN SCHOLARSHIP FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AIEA | 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 | MARCO ABBRUZZESE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8086944399 | PhoneNum |
| Signature | 2024-07-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRADLEY N SPRONG | PreparerPersonNm |
| PTIN | P00642561 | PTIN |
| Phone | 8662974127 | PhoneNum |
| Preparation | 2024-07-25 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $457,359 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $9,816 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,816 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $25,230 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $108,675 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $25,230 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $35,046 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $35,046 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $4,364 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,182 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,182 | CompOfcrDirTrstDsbrsChrtblAmt |
| 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 | $1,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,707 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,707 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $218 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $218 | TaxesNetInvstIncmAmt |
| 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 | $4,538 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $4,538 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,627 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,107 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,520 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $11,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $11,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $23,627 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,107 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $19,520 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $11,419 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $30,939 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $269 | CashBOYAmt |
| Cash EOY | $358 | CashEOYAmt |
| Cash EOYFMV | $358 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $12,552 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,960 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,960 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $300,700 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $312,552 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $445,041 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $313,521 | TotalAssetsBOYAmt |
| Total Assets EOY | $324,870 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $457,359 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $313,521 | CapitalStockBOYAmt |
| Capital Stock EOY | $324,870 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $313,521 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $324,870 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $313,521 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $324,870 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $313,521 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $11,419 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $324,940 | SubtotalAmt |
| Other Decreases | $70 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $324,870 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (58 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 57.897 INVESCO DIVERS DVDND-Y | 2023-07-28 | 2023-08-17 | $1,024 | $1,065 | -$41 | -$41 | |
| 36.472 ALGER FOCUS EQUITY FUND-Y | 2023-04-12 | 2023-07-28 | $1,855 | $1,546 | $309 | $309 | |
| 34.539 ALGER FOCUS EQUITY FUND-Y | 2023-04-12 | 2023-11-30 | $1,807 | $1,464 | $343 | $343 | |
| 11.729 ISHARES S&P 500 INDEX FUND | 2016-03-24 | 2023-04-12 | $5,628 | $2,871 | $2,757 | $2,757 | |
| 4.495 ISHARES S&P 500 INDEX FUND | 2016-03-24 | 2023-07-28 | $2,417 | $1,100 | $1,317 | $1,317 | |
| 4.925 ISHARES S&P 500 INDEX FUND | 2016-03-24 | 2023-08-17 | $2,528 | $1,205 | $1,323 | $1,323 | |
| 74.66 ISHARES MSCI EAFE INTERNATIONAL INDEX F | 2019-07-19 | 2023-11-30 | $1,111 | $1,019 | $92 | $92 | |
| 48.273 DODGE & COX INTERNATIONAL STOCK FUND CLA | 2020-11-06 | 2023-04-12 | $2,241 | $1,913 | $328 | $328 | |
| 3.654 DODGE & COX STOCK FUND | 2023-04-12 | 2023-07-28 | $868 | $797 | $71 | $71 | |
| 3.523 DODGE & COX STOCK FUND | 2023-04-12 | 2023-11-30 | $827 | $768 | $59 | $59 | |
| 160.352 FEDERATED HERMES TOTAL RETURN BOND FUND | 2023-07-28 | 2023-08-17 | $1,480 | $1,511 | -$31 | -$31 | |
| 323.284 FIDELITY EMERGING MARKET IDX | 2022-12-30 | 2023-04-12 | $3,175 | $3,049 | $126 | $126 | |
| 586.384 FIDELITY L/C GR INDX-INS PRM | 2022-12-30 | 2023-04-12 | $13,751 | $12,209 | $1,542 | $1,542 | |
| 57.473 GOLDMAN SACHS LARGE CAP VALUE FD - INST | 2023-04-12 | 2023-07-28 | $900 | $837 | $63 | $63 | |
| 59.032 GOLDMAN SACHS LARGE CAP VALUE FD - INST | 2020-11-06 | 2023-07-28 | $924 | $847 | $77 | $77 | |
| 900.919 GOLDMAN SACHS LARGE CAP VALUE FD - INST | 2010-06-28 | 2023-07-28 | $14,108 | $9,315 | $4,793 | $4,793 | |
| 51.474 JOHN HANCOCK III DISC M/C-IS | 2016-03-24 | 2023-04-12 | $1,272 | $968 | $304 | $304 | |
| 49.131 JOHN HANCOCK III DISC M/C-IS | 2016-03-24 | 2023-08-17 | $1,269 | $639 | $630 | $630 | |
| 141.722 MAINSTAY WINSLOW LRG CAP GROWTH FUND CL | 2023-04-12 | 2023-07-28 | $1,505 | $1,276 | $229 | $229 | |
| 178.55 MAINSTAY WINSLOW LRG CAP GROWTH FUND CL | 2023-04-12 | 2023-11-30 | $1,994 | $1,607 | $387 | $387 | |
| 30.043 T ROWE PRICE INSTITUTIONAL EMERGING MARK | 2023-07-28 | 2024-01-11 | $932 | $1,037 | -$105 | -$105 | |
| 107.618 T ROWE PRICE INSTITUTIONAL EMERGING MARK | 2018-10-05 | 2024-01-11 | $3,339 | $3,367 | -$28 | -$28 | |
| 25. T ROWE PRICE INSTITUTIONAL EMERGING MARK | 2011-10-17 | 2024-01-11 | $776 | $669 | $107 | $107 | |
| 324.491 VANGUARD TOTAL BOND MARKET INDEX FUND AD | 2023-07-28 | 2023-08-17 | $3,021 | $3,086 | -$65 | -$65 | |
| 2058.382 VANGUARD S/T BND INDX-ADM | 2021-12-06 | 2023-04-12 | $20,666 | $22,304 | -$1,638 | -$1,638 | |
| 77.311 VANGUARD TOTL STK MKT IND-AD | 2014-05-14 | 2023-04-12 | $7,638 | $3,674 | $3,964 | $3,964 | |
| 30.768 VANGUARD TOTL STK MKT IND-AD | 2014-05-14 | 2023-07-28 | $3,411 | $1,462 | $1,949 | $1,949 | |
| 31.456 VANGUARD TOTL STK MKT IND-AD | 2014-05-14 | 2023-08-17 | $3,320 | $1,495 | $1,825 | $1,825 | |
| 554.284 ALLSPRING ADVANTAGE INTERNATIONAL EQUITY | 2019-07-19 | 2023-11-03 | $6,446 | $6,007 | $439 | $439 | |
| CAPITAL GAIN DIVIDENDS | $3,967 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,967 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,967 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,967 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,967 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,967 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,967 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,967 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,967 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,967 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,967 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,967 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,967 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,967 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,967 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,967 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,967 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,967 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,967 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,967 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,967 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,967 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,967 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,967 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,967 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,967 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,967 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,967 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,967 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $25,230 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $430 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $430 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $430 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $401 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $401 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $29 | TaxDueAmt |
| 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 |
| 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 DEPT 715 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| 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 (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| BANK OF HAWAII | ||||||
| PO BOX 3170 DEPT 715 | HONOLULU | HI | 968023170 | TRUSTEE | 1 | $4,364 |
| YOLETTE NISHIMOTO | ||||||
| PO BOX 3170 DEPT 715 | HONOLULU | HI | 968023170 | CHAIR | 0 | $0 |
| MARY ANTONIO | ||||||
| PO BOX 3170 DEPT 715 | HONOLULU | HI | 968023170 | VICE CHAIR | 0 | $0 |
| WENDELL HOSEA | ||||||
| PO BOX 3170 DEPT 715 | HONOLULU | HI | 968023170 | SCHOLARSHIP CHAIR | 0 | $0 |
| ROBERT PANG | ||||||
| PO BOX 3170 DEPT 715 | HONOLULU | HI | 968023170 | SECRETARY/TREASURER | 0 | $0 |
| EDWARD RYGLEWICZ | ||||||
| PO BOX 3170 DEPT 715 | HONOLULU | HI | 968023170 | COMMITTEE/TRUSTEE | 0 | $0 |
| KEOKI CLEMENTE | ||||||
| PO BOX 3170 DEPT 715 | HONOLULU | HI | 968023170 | COMMITTEE/TRUSTEE | 0 | $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 | $414,904 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,175 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $423,079 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $423,079 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,346 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $416,733 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $20,837 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $20,837 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $430 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $430 | TotalTaxAmt |
| Distributable Before Adj | $20,407 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $20,407 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $20,407 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $19,520 | 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 | $19,520 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $20,407 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $818 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $234 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,526 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,578 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $19,520 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $19,520 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $887 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $887 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,691 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,691 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $165 | ExcessFromYear4Amt |
| Excess From Year3 | $1,526 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | HAWAII COMMUNITY FOUNDATION WEBSITE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 827 FORT STREET MALL | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96813 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8085376333 | RecipientPhoneNum |
| Form And Info And Materials | SEE FOOTNOTE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | FEB 15 | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE FOOTNOTE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| UNIVERSITY OF HAWAII HILO | |||||||
| 200 W KAWILI STREET | HILO | HI | 96720 | NONE | PC | SCHOLARSHIPS | $1,000 |
| GRAND CANYON UNIVERSITY | |||||||
| 3300 W CAMELBACK ROAD | PHOENIX | AZ | 850173030 | NONE | PC | SCHOLARSHIPS | $1,000 |
| NORTHERN ARIZONA UNIVERSITY | |||||||
| 620 KNOLES | FLAGSTAFF | AZ | 86011 | NONE | PC | SCHOLARSHIPS | $1,000 |
| SAINT MARTIN'S UNIVERSITY | |||||||
| 500 ABBEY WAY SE | LACEY | WA | 98503 | NONE | PC | SCHOLARSHIPS | $1,000 |
| UNIVERSITY OF HAWAII AT MANOA | |||||||
| 2440 CAMPUS ROAD BOX 368 | HONOLULU | HI | 96822 | NONE | PC | SCHOLARSHIPS | $2,000 |
| CHAMINADE UNIVERSITY OF HONOLULU | |||||||
| 3140 WAIALAE AVENUE | HONOLULU | HI | 96816 | NONE | PC | SCHOLARSHIPS | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $11,000 | 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 | $9,816 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $25,230 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $35,046 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $35,046 | 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 | $1,800 | Amt |
| Disbursements Charitable Prps | $1,800 | 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 | $312,552 | BookValueAmt |
| EOYFMV | $445,041 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WASH SALE ADJUSTMENT | Desc |
| Amt | $70 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER NON-ALLOCABLE EXPENSE - | Desc |
| Revenue And Expenses Per Books | $4,538 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,538 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMNT MNGMNT FEES (NON-DED | CategoryTxt |
| Amt | $1,707 | Amt |
| Net Investment Income | $1,707 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ON QUALIFIED FOR | $185 | $185 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $33 | $33 | $0 |