PUBLIC HEALTH FUND OF THE CHAMBER OF COMMERCE OF HAWAII: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- PUBLIC HEALTH FUND OF THE CHAMBER OF COMMERCE OF HAWAII (EIN 99-6010618)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-04
- IRS object ID
- 202321249349101882
- Schema version
- 2021v4.2
- 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
- Distribution From Corpus Election
- Investments Corp Bonds Schedule
- Investments Govt Obligations Sch
- 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 | 2023-05-04T21:04:06-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 990237347 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OHATA CHUN YUEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3684 WAIALAE AVENUE | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96816 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 996010618 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PUBLIC HEALTH FUND | BusinessNameLine1Txt |
| Business Name Line2 | OF THE CHAMBER OF COMMERCE OF HAWAII | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PUBL | BusinessNameControlTxt |
| Phone | 8085454300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 733 BISHOP STREET 1200 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96813 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHERRY MENOR-MCNAMARA | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 8085454389 | PhoneNum |
| Signature | 2023-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SHERRY | PersonFirstNm |
| Person Last | MENOR-MCNAMARA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRIS QY YUEN | PreparerPersonNm |
| PTIN | P00646551 | PTIN |
| Phone | 8087358585 | PhoneNum |
| Preparation | 2023-04-29 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,994,445 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $15,937 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $15,937 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $50,152 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $50,152 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $25,626 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $606,345 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $25,626 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $91,715 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $91,715 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $30,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $7,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $22,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,099 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,775 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,324 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $19,317 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $19,317 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $864 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $166 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $166 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $61,446 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $29,592 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $30,990 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $50,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $50,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $111,446 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $29,592 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $80,990 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$19,731 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $62,123 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,161 | CashBOYAmt |
| Cash EOY | $60,726 | CashEOYAmt |
| Cash EOYFMV | $60,726 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $21,800 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $27,319 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $27,319 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $3,676 | AcctRcvblAmt |
| Acct Rcvbl BOY | $4,665 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $3,676 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $3,676 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $353,290 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $218,335 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $218,335 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $323,199 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $238,378 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $238,378 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,658,102 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,446,011 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,446,011 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,363,217 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,994,445 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,994,445 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $12,644 | AccountsPayableBOYAmt |
| Accounts Payable EOY | -$263 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $12,644 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | -$263 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,350,573 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,994,708 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,350,573 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,994,708 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,363,217 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,994,445 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,350,573 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$19,731 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,330,842 | SubtotalAmt |
| Other Decreases | $336,134 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,994,708 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (39 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| AQUILA THREE PEAKS HI INC | P | 2021-09-29 | $207,226 | $202,700 | $4,526 | $4,526 |
| FIRST TR INTERM DUR PRF&INC FD | P | 2021-12-31 | $54,199 | $49,862 | $4,337 | $4,337 |
| ISHARES MSCI EAFE ETF | P | 2021-12-31 | $50,141 | $44,059 | $6,082 | $6,082 |
| VANGUARD 500 INDX ADMIRAL | P | 2021-12-31 | $14,000 | $4,476 | $9,524 | $9,524 |
| ISHARES MSCI EAFE ETF | P | 2022-06-24 | $49,958 | $51,959 | -$2,001 | -$2,001 |
| PACIFIC FLOATING RATE INC ADV | P | 2022-06-15 | $12,500 | $13,157 | -$657 | -$657 |
| PIONEER STRATEGIC INCOME | P | 2022-06-15 | $12,000 | $14,390 | -$2,390 | -$2,390 |
| BP CAPITAL MARKETS PLC 3.814% | P | 2022-06-30 | $5,042 | $5,000 | $42 | $42 |
| BANK OF AMERICA CORP VARIABLE | P | 2021-12-23 | $5,256 | $5,145 | $111 | $111 |
| BURLINGTON NORTHERN SANTA FE | P | 2021-12-23 | $6,140 | $4,999 | $1,141 | $1,141 |
| CELGENE CORP 3.875% | P | 2022-03-04 | $3,190 | $3,024 | $166 | $166 |
| CLOROX CO | P | 2021-12-23 | $4,854 | $5,052 | -$198 | -$198 |
| COMCAST CORP | P | 2021-12-23 | $5,319 | $5,122 | $197 | $197 |
| DTE ELECTRIC CO | P | 2021-12-23 | $5,180 | $5,494 | -$314 | -$314 |
| FEDERAL FARM CREDIT BANKS | P | 2021-12-23 | $5,060 | $5,090 | -$30 | -$30 |
| FARM CREDIT BANKS FUNDING 1.53% | P | 2021-12-22 | $5,024 | $5,130 | -$106 | -$106 |
| FEDERAL HOME LOAN BANKS 2.125% | P | 2021-12-22 | $15,601 | $15,760 | -$159 | -$159 |
| FEDERAL HOME LOAN BANKS 2.5% | P | 2022-03-11 | $5,000 | $4,974 | $26 | $26 |
| FEDERAL HOME LOAN BANKS 3% | P | 2021-12-23 | $5,424 | $4,938 | $486 | $486 |
| FEDERAL HOME LOAN BANKS 3.125% | P | 2021-12-22 | $10,662 | $10,015 | $647 | $647 |
| JPMORGAN CHASE & CO 2.7% | P | 2021-12-23 | $5,114 | $5,038 | $76 | $76 |
| MOSAIC CO | P | 2021-08-16 | $5,000 | $4,919 | $81 | $81 |
| ORACLE CORP 2.5% | P | 2021-12-23 | $5,214 | $5,264 | -$50 | -$50 |
| PARAMOUNT GLOBAL | P | 2022-03-03 | $5,227 | $4,941 | $286 | $286 |
| PROGRESS ENERGY | P | 2021-12-23 | $6,864 | $7,001 | -$137 | -$137 |
| QUALCOMM INC | P | 2021-12-23 | $5,394 | $5,263 | $131 | $131 |
| US BANCORP 3% | P | 2022-02-15 | $5,000 | $4,997 | $3 | $3 |
| THE UNITED STATES TREASURY 1.625% | P | 2021-12-22 | $10,171 | $10,061 | $110 | $110 |
| THE UNITED STATES TREASURY 1.75% | P | 2021-12-22 | $10,071 | $10,005 | $66 | $66 |
| THE UNITED STATES TREASURY 2.25% | P | 2021-12-22 | $5,257 | $5,108 | $149 | $149 |
| THE UNITED STATES TREASURY 2.25% | P | 2023-12-22 | $10,549 | $9,231 | $1,318 | $1,318 |
| THE UNITED STATES TREASURY 2.375% | P | 2022-05-26 | $4,875 | $4,865 | $10 | $10 |
| THE UNITED STATES TREASURY 2.5% | P | 2022-05-25 | $8,805 | $8,634 | $171 | $171 |
| THE UNITED STATES TREASURY 2.875% | P | 2022-12-22 | $10,396 | $10,054 | $342 | $342 |
| THE UNITED STATES TREASURY 3% | P | 2022-01-22 | $6,136 | $4,824 | $1,312 | $1,312 |
| THE UNITED STATES TREASURY 5.25% | P | 2022-06-13 | $5,594 | $5,234 | $360 | $360 |
| WALGREENS BOOTS ALLIANCE INC | P | 2021-09-20 | $5,000 | $4,986 | $14 | $14 |
| HAWAII ST AEPTS | P | 2022-01-05 | $4,980 | $5,000 | -$20 | -$20 |
| TEXAS ST | P | 2022-06-07 | $4,922 | $4,948 | -$26 | -$26 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $25,626 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $864 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $864 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $864 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,127 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,127 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $263 | OverpaymentAmt |
| Applied To ES Tax | $263 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | HI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | COCHAWAII.ORG | WebsiteAddressTxt |
| Individual With Books | THE CHAMBER OF COMMERCE OF HAWAII | IndividualWithBooksNm |
| Phone | 8085454300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 733 BISHOP STREET SUITE 1200 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96813 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (38 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CHAMBER OF COMMERCE OF HAWAII | ||||||||
| 733 BISHOP STREET SUITE 1200 | HONOLULU | HI | 96813 | TRUSTEE | 1.00 | $30,000 | $0 | $0 |
| KU'UHAKU PARK | ||||||||
| 733 BISHOP STREET SUITE 1200 | HONOLULU | HI | 96813 | CHAIR | 0.25 | $0 | $0 | $0 |
| DAVID OKABE | ||||||||
| 733 BISHOP STREET SUITE 1200 | HONOLULU | HI | 96813 | CHAIR ELECT | 0.25 | $0 | $0 | $0 |
| ALICIA MOY | ||||||||
| 733 BISHOP STREET SUITE 1200 | HONOLULU | HI | 96813 | VICE CHAIR | 0.25 | $0 | $0 | $0 |
| DONN TAKAKI | ||||||||
| 733 BISHOP STREET SUITE 1200 | HONOLULU | HI | 96813 | PAST CHAIR | 0.25 | $0 | $0 | $0 |
| NELSON BEFITEL | ||||||||
| 733 BISHOP STREET SUITE 1200 | HONOLULU | HI | 96813 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| STANFORD CARR | ||||||||
| 733 BISHOP STREET SUITE 1200 | HONOLULU | HI | 96813 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| ARNOLD MARTINES | ||||||||
| 733 BISHOP STREET SUITE 1200 | HONOLULU | HI | 96813 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| TRINI KAOPUIKI CLARK | ||||||||
| 733 BISHOP STREET SUITE 1200 | HONOLULU | HI | 96813 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| JENNIFER DIESMAN | ||||||||
| 733 BISHOP STREET SUITE 1200 | HONOLULU | HI | 96813 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| GALEN NAKAMURA | ||||||||
| 733 BISHOP STREET SUITE 1200 | HONOLULU | HI | 96813 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| VASSILIS SYRMOS | ||||||||
| 733 BISHOP STREET SUITE 1200 | HONOLULU | HI | 96813 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| HEATHER CUTTER | ||||||||
| 733 BISHOP STREET SUITE 1200 | HONOLULU | HI | 96813 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| MIKE CHING | ||||||||
| 733 BISHOP STREET SUITE 1200 | HONOLULU | HI | 96813 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| ED SCHULTZ | ||||||||
| 733 BISHOP STREET SUITE 1200 | HONOLULU | HI | 96813 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| JEFF SWARTZ | ||||||||
| 733 BISHOP STREET SUITE 1200 | HONOLULU | HI | 96813 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| JIM KELLY | ||||||||
| 733 BISHOP STREET SUITE 1200 | HONOLULU | HI | 96813 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| JEFF HIGASHI | ||||||||
| 733 BISHOP STREET SUITE 1200 | HONOLULU | HI | 96813 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| KIT MILLAN | ||||||||
| 733 BISHOP STREET SUITE 1200 | HONOLULU | HI | 96813 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| JASON FUJITA | ||||||||
| 733 BISHOP STREET SUITE 1200 | HONOLULU | HI | 96813 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| BRIAN KEALOHA | ||||||||
| 733 BISHOP STREET SUITE 1200 | HONOLULU | HI | 96813 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| ROBERT JOANOU | ||||||||
| 733 BISHOP STREET SUITE 1200 | HONOLULU | HI | 96813 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| KIM MORRIS | ||||||||
| 733 BISHOP STREET SUITE 1200 | HONOLULU | HI | 96813 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| JASON HIGA | ||||||||
| 733 BISHOP STREET SUITE 1200 | HONOLULU | HI | 96813 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| TIM MOBLEY | ||||||||
| 733 BISHOP STREET SUITE 1200 | HONOLULU | HI | 96813 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| CRAIG TAKAMINE | ||||||||
| 733 BISHOP STREET SUITE 1200 | HONOLULU | HI | 96813 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| ANN TERANISHI | ||||||||
| 733 BISHOP STREET SUITE 1200 | HONOLULU | HI | 96813 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| DENISE HAYASHI YAMAGUCHI | ||||||||
| 733 BISHOP STREET SUITE 1200 | HONOLULU | HI | 96813 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| KENDRA KAWAI | ||||||||
| 733 BISHOP STREET SUITE 1200 | HONOLULU | HI | 96813 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| BLAINE MIYASATO | ||||||||
| 733 BISHOP STREET SUITE 1200 | HONOLULU | HI | 96813 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| STAN MASAMITSU | ||||||||
| 733 BISHOP STREET SUITE 1200 | HONOLULU | HI | 96813 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| CINDYLOU FEGUERRES | ||||||||
| 733 BISHOP STREET SUITE 1200 | HONOLULU | HI | 96813 | EX-OFFICIO | 0.25 | $0 | $0 | $0 |
| WAYNE T ISHIHARA | ||||||||
| 733 BISHOP STREET SUITE 1200 | HONOLULU | HI | 96813 | EX-OFFICIO | 0.25 | $0 | $0 | $0 |
| TOBY TANIGUCHI | ||||||||
| 733 BISHOP STREET SUITE 1200 | HONOLULU | HI | 96813 | EX-OFFICIO | 0.25 | $0 | $0 | $0 |
| ROB STEPHENSON | ||||||||
| 733 BISHOP STREET SUITE 1200 | HONOLULU | HI | 96813 | EX-OFFICIO | 0.25 | $0 | $0 | $0 |
| MARK PERRIELLO | ||||||||
| 733 BISHOP STREET SUITE 1200 | HONOLULU | HI | 96813 | EX-OFFICIO | 0.25 | $0 | $0 | $0 |
| PAMELA TUMPAP | ||||||||
| 733 BISHOP STREET SUITE 1200 | HONOLULU | HI | 96813 | EX-OFFICIO | 0.25 | $0 | $0 | $0 |
| WENDY LAROS | ||||||||
| 733 BISHOP STREET SUITE 1200 | HONOLULU | HI | 96813 | EX-OFFICIO | 0.25 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,224,190 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $61,667 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,285,857 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,285,857 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,288 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,251,569 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $112,578 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $112,578 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $864 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $864 | TotalTaxAmt |
| Distributable Before Adj | $111,714 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $111,714 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $111,714 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $80,990 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $80,990 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $111,714 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $102,104 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $140,602 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $242,706 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $80,990 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $80,990 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $111,714 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $111,714 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $211,982 | 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 | $211,982 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $130,992 | ExcessFromYear1Amt |
| Excess From Current Year | $80,990 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PUBLIC HEALTH FUND | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 733 BISHOP STREET SUITE 1200 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96813 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8085454300 | RecipientPhoneNum |
| Recipient Email Address | PHF@COCHAWAII.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | COMPLETED APPLICATION FORM AND A DETAILED DESCRIPTION OF THE PROPOSED PROJECT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THE DEADLINES FOR SUBMITTING GRANT PROPOSALS EVERY YEAR ARE JUNE 15 AND DECEMBER 15 | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANT SHOULD BE USED FOR PROMOTION AND MAINTENANCE OF THE HEALTH OF THE CITY AND COUNTY OF HONOLULU. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MENTAL HEALTH AMERICA OF HAWAII | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1124 FORT STREET MALL STE 205 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96813 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | YOUTH SUICIDE PREVENTION CAMPAIGN | GrantOrContributionPurposeTxt |
| Amt | $50,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $50,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,937 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $50,152 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $25,626 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $91,715 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $91,715 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEE ACCOUNTING | CategoryTxt |
| Amt | $11,099 | Amt |
| Net Investment Income | $2,775 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,324 | DisbursementsCharitablePrpsAmt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE FUND HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS. | ElectionDesc |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | DEBT SECURITIES | BondNm |
| EOY Book Value | $238,378 | EOYBookValueAmt |
| EOYFMV | $238,378 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $175,892 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $175,892 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $42,443 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $42,443 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $1,446,011 | BookValueAmt |
| EOYFMV | $1,446,011 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $336,134 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MEETING EXPENSE | Desc |
| Revenue And Expenses Per Books | $166 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $166 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEE INVESTMENT MANAGEMENT | CategoryTxt |
| Amt | $19,317 | Amt |
| Net Investment Income | $19,317 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $864 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |