UHF-CA GIFT ANNUITY RESERVE TR: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- UHF-CA GIFT ANNUITY RESERVE TR (EIN 99-0085260)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-14
- IRS object ID
- 202201349349300225
- Schema version
- 2020v4.2
- 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
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-14T12:07:48-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | 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 | 2020-07-01 | 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 | 8083767800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1314 SOUTH KING STREET SUITE B | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96814 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KARA SHIBATA | PersonNm |
| Person Title | CONTROLLER/ASST TREASURER | PersonTitleTxt |
| Phone | 8083767800 | PhoneNum |
| Signature | 2022-05-10 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CANDACE C CHING | PreparerPersonNm |
| PTIN | P01698370 | PTIN |
| Phone | 8085402800 | PhoneNum |
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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOHN HAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1314 SOUTH KING STREET SUITE B | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $352,892,806 | 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 UH ASPIRATIONS BY RAISING PHILANTHROPHIC SUPPORT AND MANAGING INVESTMENTS TO BENEFIT UH, THE PEOPLE OF HAWAII, & FUTURE GENERATIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 193 | TotalEmployeeCnt |
| Total Volunteers | 25 | TotalVolunteersCnt |
| Total Gross UBI | -$456,664 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $63,320,456 | PYContributionsGrantsAmt |
| CY Contributions Grants | $70,935,977 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $9,053,082 | PYInvestmentIncomeAmt |
| CY Investment Income | $33,658,554 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,360,312 | PYOtherRevenueAmt |
| CY Other Revenue | $3,837,344 | CYOtherRevenueAmt |
| PY Total Revenue | $76,733,850 | PYTotalRevenueAmt |
| CY Total Revenue | $108,431,875 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $16,936,213 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $14,953,119 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $10,112,057 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,326,204 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $7,138,328 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $34,300,617 | PYOtherExpensesAmt |
| CY Other Expenses | $32,967,490 | CYOtherExpensesAmt |
| PY Total Expenses | $61,348,887 | PYTotalExpensesAmt |
| CY Total Expenses | $57,246,813 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $15,384,963 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $51,185,062 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $548,406,506 | TotalAssetsBOYAmt |
| Total Assets EOY | $719,332,132 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $32,889,930 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $37,725,891 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $515,516,576 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $681,606,241 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $12,345,622 | ExpenseAmt |
| Grant | $11,315,998 | 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 | $8,026,331 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | CAPITAL PROJECTS - DONORS ENRICH OUR STUDENTS' EDUCATIONAL EXPERIENCES BY MAKING GIFTS TO SUPPORT STATE-OF-THE-ART FACILITIES SUCH AS MODERNIZED CLASSROOMS AND LABS, SPECIALIZED EQUIPMENT, AND ATHLETIC FACILITIES. GIFTS INCLUDE REAL AND PERSONAL PROPERTY FOR THE UNIVERSITY'S USE, GIFTS TO PURCHASE BUILDINGS, OTHER FACILITIES, EQUIPMENT AND LAND, OR DONATIONS TO SUPPORT THE CONSTRUCTION OF NEW BUILDINGS, MAJOR RENOVATIONS OR MAINTAINING CAMPUS FACILITIES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,996,268 | ExpenseAmt |
| Grant | $1,344,339 | 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 HAWAII 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 HAWAII 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 HAWAII'S 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 | $16,524,590 | ExpenseAmt |
| Grant | $2,292,782 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | OTHER PROGRAM SERVICES | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $16,524,590 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $2,292,782 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $43,892,811 | 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 | Yes (1) | 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 | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | 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 | 0 | TaxExemptBondsInd |
| 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 | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 532 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 193 | 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 |
| 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 |
| 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 | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | 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 | 8083767800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1314 SOUTH KING STREET SUITE B | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96814 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (38 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|---|
| TIM DOLAN | ||||||||||
| PRESIDENT/CEO | 40.00 | 0.00 | Yes (X) | $472,822 | $0 | $64,452 | ||||
| JASON ONO | ||||||||||
| ASST TREASURER (THRU 02/21) | 40.00 | 0.00 | Yes (X) | $169,266 | $0 | $50,145 | ||||
| JOHN HAN | ||||||||||
| VP/COO | 40.00 | 0.00 | Yes (X) | $175,234 | $0 | $40,265 | ||||
| JUNG SONG | ||||||||||
| SR. ASSOCIATE VP - STRATEGIC | 40.00 | 0.00 | $171,159 | $0 | $31,869 | Yes (X) | ||||
| CHRISTINE KOO | ||||||||||
| ASST TREASURER/ASSOCIATE VP | 40.00 | 0.00 | Yes (X) | $138,430 | $0 | $48,155 | ||||
| KARLA ZARATE-RAMIREZ | ||||||||||
| ASSOCIATE VP - MAJOR GIFTS | 40.00 | 0.00 | $154,206 | $0 | $30,602 | Yes (X) | ||||
| LYNNE WOODDELL | ||||||||||
| DIRECTOR OF DEVELOPMENT | 40.00 | 0.00 | $139,070 | $0 | $38,842 | Yes (X) | ||||
| MICHAEL COPPES | ||||||||||
| SENIOR DIRECTOR OF ESTATE | 40.00 | 0.00 | $126,465 | $0 | $50,980 | Yes (X) | ||||
| KRISTI BATES | ||||||||||
| EXEC DIRECTOR OF DEVELOPMENT | 40.00 | 0.00 | $111,514 | $0 | $37,241 | Yes (X) | ||||
| HUGH JONES | ||||||||||
| ASST SECRETARY/IN-HOUSE COUNSE | 0.00 | 0.00 | $105,626 | $0 | $24,185 | Yes (X) | ||||
| MALIA PETERS | ||||||||||
| SENIOR EXEC DIRECTOR OF SCHOLA | 40.00 | 0.00 | $111,765 | $0 | $17,634 | Yes (X) | ||||
| BRENDA SMITH | ||||||||||
| SENIOR EXEC DIRECTOR OF DONOR | 40.00 | 0.00 | $109,518 | $0 | $19,252 | Yes (X) | ||||
| KARA SHIBATA | ||||||||||
| ASST TREASURER/CONTROLLER | 40.00 | 0.00 | Yes (X) | $95,136 | $0 | $27,600 | ||||
| STANDFORD S CARR | ||||||||||
| VICE CHAIR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| TED PETTIT | ||||||||||
| TREASURER | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| LORI TERANISHI | ||||||||||
| SECRETARY | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| RICHARD F WACKER | ||||||||||
| CHARIMAN | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| C SCOTT WO | ||||||||||
| VICE CHAIR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| PETER FUKUNAGA | ||||||||||
| TRUSTEE | 0.50 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| WILLIAM E GRAYSON | ||||||||||
| TRUSTEE | 0.50 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| PETER GROSSMAN | ||||||||||
| TRUSTEE | 0.50 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| MICHAEL K HIRAI | ||||||||||
| TRUSTEE | 0.50 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| LOUISE KY ING | ||||||||||
| TRUSTEE | 0.50 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| KATHLEEN KAGAWA | ||||||||||
| TRUSTEE | 0.50 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| JAMES P LALLY | ||||||||||
| TRUSTEE | 0.50 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| ROSITA G LEONG | ||||||||||
| TRUSTEE | 0.50 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| ELLIOT LODEN | ||||||||||
| TRUSTEE | 0.50 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| ERIC K MARTINSON | ||||||||||
| TRUSTEE | 0.50 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| KEN MILLER | ||||||||||
| TRUSTEE | 0.50 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| RITCHIE MUDD | ||||||||||
| TRUSTEE | 0.50 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| JACKSON NAKASONE | ||||||||||
| TRUSTEE | 0.50 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| A CATHERINE NGO | ||||||||||
| TRUSTEE | 0.50 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| DIANE PALOMA | ||||||||||
| TRUSTEE | 0.50 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| JAMES J PAPPAS | ||||||||||
| TRUSTEE | 0.50 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| MARY E SELLERS | ||||||||||
| TRUSTEE | 0.50 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| SEAN SUGAI | ||||||||||
| TRUSTEE | 0.50 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| HANK WUH | ||||||||||
| TRUSTEE | 0.50 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| KENT R YOUEL | ||||||||||
| TRUSTEE | 0.50 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,080,211 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $481,222 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 19 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 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 | $602,617 |
| KPMG LLP | |||||
| 1003 BISHOP STREET SUITE 2210 | HONOLULU | HI | 96813 | ACCOUNTING SERVICES | $242,152 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $383,575 | MembershipDuesAmt |
| Fundraising | $72,848 | FundraisingAmt |
| All Other Contributions | $70,479,554 | AllOtherContributionsAmt |
| Noncash Contributions | $6,975,467 | NoncashContributionsAmt |
| Total Contributions | $70,935,977 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,595,528 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$458,626 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,054,154 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $32,323 | TotalRevenueColumnAmt |
| Exclusion | $32,323 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $294,471 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $9,787 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $284,684 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $284,684 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $1,962 | UnrelatedBusinessRevenueAmt |
| Exclusion | $282,722 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $273,333,004 | SecuritiesAmt |
| Other | $5,800 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $244,272,802 | SecuritiesAmt |
| Other | $2,976 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $29,060,202 | SecuritiesAmt |
| Other | $2,824 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,063,026 | TotalRevenueColumnAmt |
| Exclusion | $29,063,026 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $162,188 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $72,848 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $175,366 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$13,178 | TotalRevenueColumnAmt |
| Exclusion | -$13,178 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SERVICE CONTRACTS - UH | 900099 | $3,452,232 | $3,452,232 |
| SPECIAL EVENTS | 900099 | $44,689 | $44,689 |
| PUBLICATIONS | 900099 | $5,000 | $5,000 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,594 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $31,594 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,533,515 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $108,431,875 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,533,515 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$456,664 | UnrelatedBusinessRevenueAmt |
| Exclusion | $34,419,047 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,167,015 | TotalAmt |
| Program Services | $12,167,015 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,642,598 | TotalAmt |
| Program Services | $2,642,598 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,506 | TotalAmt |
| Program Services | $143,506 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,392,250 | TotalAmt |
| Management And General | $620,968 | ManagementAndGeneralAmt |
| Fundraising | $771,282 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,968,233 | TotalAmt |
| Program Services | $4,743 | ProgramServicesAmt |
| Management And General | $2,015,501 | ManagementAndGeneralAmt |
| Fundraising | $3,947,989 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $647,169 | TotalAmt |
| Management And General | $230,456 | ManagementAndGeneralAmt |
| Fundraising | $416,713 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $814,704 | TotalAmt |
| Program Services | $103 | ProgramServicesAmt |
| Management And General | $302,550 | ManagementAndGeneralAmt |
| Fundraising | $512,051 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $503,848 | TotalAmt |
| Program Services | $145 | ProgramServicesAmt |
| Management And General | $179,430 | ManagementAndGeneralAmt |
| Fundraising | $324,273 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,073 | TotalAmt |
| Program Services | $14,493 | ProgramServicesAmt |
| Management And General | $64,401 | ManagementAndGeneralAmt |
| Fundraising | $3,179 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $193,432 | TotalAmt |
| Management And General | $193,432 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,500 | TotalAmt |
| Program Services | $12,500 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,293,847 | TotalAmt |
| Management And General | $1,293,847 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,748,783 | TotalAmt |
| Program Services | $2,419,686 | ProgramServicesAmt |
| Management And General | $100,276 | ManagementAndGeneralAmt |
| Fundraising | $228,821 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,192,236 | TotalAmt |
| Program Services | $1,006,462 | ProgramServicesAmt |
| Management And General | $51,510 | ManagementAndGeneralAmt |
| Fundraising | $134,264 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,887,666 | TotalAmt |
| Program Services | $1,713,205 | ProgramServicesAmt |
| Management And General | $83,423 | ManagementAndGeneralAmt |
| Fundraising | $91,038 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $486,909 | TotalAmt |
| Management And General | $240,693 | ManagementAndGeneralAmt |
| Fundraising | $246,216 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $703,627 | TotalAmt |
| Program Services | $26,725 | ProgramServicesAmt |
| Management And General | $518,195 | ManagementAndGeneralAmt |
| Fundraising | $158,707 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $322,506 | TotalAmt |
| Program Services | $285,039 | ProgramServicesAmt |
| Management And General | $4,498 | ManagementAndGeneralAmt |
| Fundraising | $32,969 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $673,430 | TotalAmt |
| Program Services | $655,216 | ProgramServicesAmt |
| Management And General | $5,272 | ManagementAndGeneralAmt |
| Fundraising | $12,942 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,875 | TotalAmt |
| Program Services | $2,402 | ProgramServicesAmt |
| Management And General | $88,630 | ManagementAndGeneralAmt |
| Fundraising | $16,843 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $235,597 | TotalAmt |
| Program Services | $40,129 | ProgramServicesAmt |
| Management And General | $110,467 | ManagementAndGeneralAmt |
| Fundraising | $85,001 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| UH AGREEMENTS | $18,097,103 | $18,097,103 | ||
| REPAIRS/CONSTRUCTION-EQ | $2,578,163 | $2,528,439 | $23,525 | $26,199 |
| BAD DEBT | $1,249,115 | $1,205,942 | $39,393 | $3,780 |
| DONOR DEVELOPMENT COSTS | $519,941 | $503,709 | $10,201 | $6,031 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $582,687 | TotalAmt |
| Program Services | $423,651 | ProgramServicesAmt |
| Management And General | $39,006 | ManagementAndGeneralAmt |
| Fundraising | $120,030 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,246,813 | TotalAmt |
| Program Services | $43,892,811 | ProgramServicesAmt |
| Management And General | $6,215,674 | ManagementAndGeneralAmt |
| Fundraising | $7,138,328 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,607,235 | BOYAmt |
| EOY | $8,890,927 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $420,624 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,555,010 | BOYAmt |
| EOY | $45,337,875 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | 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 | $219,955 | BOYAmt |
| EOY | $264,550 | 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 | $228,455 | BOYAmt |
| EOY | $259,152 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $12,293,440 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,146,274 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,191,449 | BOYAmt |
| EOY | $10,147,166 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $139,598,789 | BOYAmt |
| EOY | $170,739,261 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $317,670,494 | BOYAmt |
| EOY | $441,398,555 | 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 | $37,914,495 | BOYAmt |
| EOY | $42,294,646 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $548,406,506 | BOYAmt |
| EOY | $719,332,132 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,617,692 | BOYAmt |
| EOY | $8,660,082 | 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 | $0 | BOYAmt |
| EOY | $0 | 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 | $27,272,238 | BOYAmt |
| EOY | $29,065,809 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,889,930 | BOYAmt |
| EOY | $37,725,891 | 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 | $4,705,301 | BOYAmt |
| EOY | $12,377,779 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $510,811,275 | BOYAmt |
| EOY | $669,228,462 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $515,516,576 | BOYAmt |
| EOY | $681,606,241 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $548,406,506 | BOYAmt |
| EOY | $719,332,132 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $51,185,062 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $114,918,326 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | -$13,723 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | $0 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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 | $95,727,163 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $55,282,041 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $53,711,306 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $63,320,456 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $70,935,977 | CurrentTaxYearAmt |
| Total | $338,976,943 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $376,392 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $387,684 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $265,816 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $78,719 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $82,376 | CurrentTaxYearAmt |
| Total | $1,190,987 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $96,103,555 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $55,669,725 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $53,977,122 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $63,399,175 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $71,018,353 | CurrentTaxYearAmt |
| Total | $340,167,930 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $98,594,965 | SubstantialContributorsTotAmt |
| Public Support Total170 | $241,572,965 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,338,498 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,207,604 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,566,478 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,298,215 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,672,268 | CurrentTaxYearAmt |
| Total | $28,083,063 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $30,145 | CurrentTaxYearMinus3YearsAmt |
| Total | $30,145 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,112,234 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $954,908 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,070,382 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $765,956 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $162,188 | CurrentTaxYearAmt |
| Total | $4,065,668 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $372,346,806 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $27,900,164 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.64880 | PublicSupportCY170Pct |
| Public Support PY170 | 0.90660 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART-II LINE-10 | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME CONSISTS OF FUNDRAISING EVENTS AND FEES, HONORARIA/SERVICES, ROYALTIES AND OTHER MISCELLANEOUS INCOME. DESCRIPTION 2016 2017 2018 2019 2020 FUNDRAISING 1,112,234 954,908 1,070,382 765,956 162,188 TOTALS 1,112,234 954,908 1,070,382 765,956 162,188 | ExplanationTxt |
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 | $12,500 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $12,500 | 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, AND SCIENCE, TECHNOLOGY & ECONOMIC DEVELOPMENT. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| 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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $294,688,609 | BeginningYearBalanceAmt |
| Contributions | $18,917,155 | ContributionsAmt |
| Investment Earnings Or Losses | $18,379,605 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $10,945,477 | AdministrativeExpensesAmt |
| End Year Balance | $321,039,892 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $259,182,813 | BeginningYearBalanceAmt |
| Contributions | $18,651,593 | ContributionsAmt |
| Investment Earnings Or Losses | $31,553,466 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $14,699,263 | AdministrativeExpensesAmt |
| End Year Balance | $294,688,609 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.39073 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.60927 | 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 | $8,377,175 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $357,747 | DepreciationAmt |
| Book Value | $8,019,428 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $69,491 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $62,748 | DepreciationAmt |
| Book Value | $6,743 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $1,776,023 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $1,661,358 | DepreciationAmt |
| Book Value | $114,665 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $64,421 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $64,421 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $10,147,166 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| DOMESTIC EQUITY | $39,354,751 | F |
| INTERNATIONAL EQUITY | $102,036,717 | F |
| HEDGE FUNDS | $183,222,700 | F |
| PRIVATE EQUITY SECURITIES | $89,837,240 | F |
| NATURAL RESOURCES/REAL ESTATE | $26,947,147 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $441,398,555 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (8 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| CASH SURRENDER VALUE OF INS | $206,122 |
| GIFT OF REAL ESTATE | $1,135,278 |
| GIFT OF SECURITIES | $56,464 |
| PERPETUAL TRUSTS | $13,937,383 |
| BENEFICIAL INTEREST IN CRTS | $5,517,238 |
| REMAINDER OWNERSHIP INTERESTS | $13,262,264 |
| OTHER RECEIVABLES | $7,466,491 |
| DUE FROM UH | $713,406 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $42,294,646 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| AMOUNTS HELD FOR OTHERS | $5,266,347 |
| MORTGAGE LOAN | $7,400,000 |
| PAYROLL TAXES & BENEFITS | $665,591 |
| OTHER LIABILITIES | $2,193,124 |
| SPLIT-INTEREST AGREEMENTS | $13,540,747 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $29,065,809 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $222,240,535 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $114,918,326 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $68,653 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $115,528 | OtherRevenueAmt |
| Revenue Not Reported | $115,102,507 | RevenueNotReportedAmt |
| Revenue Subtotal | $107,138,028 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,293,847 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $1,293,847 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $108,431,875 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $56,150,870 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $82,376 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $115,528 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $197,904 | ExpensesNotReportedAmt |
| Expenses Subtotal | $55,952,966 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $1,293,847 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $1,293,847 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $57,246,813 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | ENDOWMENTS ARE MANAGED FOR PRUDENT GROWTH TO ENSURE THE RETURNS PROVIDE FOR PROGRAM SUPPORT PLUS INFLATION. THE PRESENT AND FUTURE REVENUE STREAMS THAT ENDOWED FUNDS ALLOW UH TO HIRE FACULTY, IMPLEMENT PROGRAMS, ADVANCE RESEARCH AND SUPPORT OUTSTANDING STUDENTS. |
| 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: | FUNDRAISING EXPENSES 175,366. RENTAL EXPENSES 9,787. RECLASS AHO PAYOUT BALANCE -69,625. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 175,366. RENTAL EXPENSES 9,787. RECLASS AHO PAYOUT BALANCE -69,625. |
Schedule F IRS990ScheduleF
| 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 | $0 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $0 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | MIDDLE EAST AND NORTH AFRICA | RegionTxt |
| Purpose Of Grant | GRANT FUNDING | PurposeOfGrantTxt |
| Cash Grant | $143,506 | CashGrantAmt |
| Manner Of Cash Disbursement | WIRETRANSFER | MannerOfCashDisbursementTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Org | 1 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III ACCOUNTING METHOD: | |
| PART-II LINE-1 | CALCULATION OF GRANT TOTALS ARE BASED ON ACTUAL WIRE PAYMENTS MADE DURING THE FISCAL YEAR. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | FUNDRAISER | Event1Nm |
| Gross Receipts Event1 | $154,295 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $127,615 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $26,680 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $33,816 | OtherDirectExpensesEvent1Amt |
| Event2 | FUNDRAISER | Event2Nm |
| Gross Receipts Event2 | $50,170 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $29,241 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $20,929 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $19,427 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 10 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $184,100 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $53,831 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $130,269 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $46,714 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $388,565 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $210,687 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $177,878 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $99,957 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $99,957 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $77,921 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF HAWAII | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2500 CAMPUS RD | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96822 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 996000354 | RecipientEIN |
| Cash Grant | $12,167,015 | CashGrantAmt |
| Purpose Of Grant | UNIVERSITY SUPPORT, RESEARCH, SCHOLARSHIP | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS AND GRANTS, INCLUDING STIPENDS AND | GrantTypeTxt |
| Recipient | 195 | RecipientCnt |
| Cash Grant | $2,642,598 | CashGrantAmt |
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 | Yes (1) | 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 (9 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 | $472,583 | $0 | $0 | $0 | $239 | $0 | $42,365 | $0 | $22,087 | $0 | $537,274 | $0 | $34,727 | $0 |
| JASON ONO | ||||||||||||||
| ASST TREASURER (THRU 02/21) | $169,266 | $0 | $0 | $0 | $0 | $0 | $38,062 | $0 | $12,083 | $0 | $219,411 | $0 | $38,483 | $0 |
| JOHN HAN | ||||||||||||||
| VP/COO | $175,068 | $0 | $0 | $0 | $166 | $0 | $26,153 | $0 | $14,112 | $0 | $215,499 | $0 | $7,500 | $0 |
| JUNG SONG | ||||||||||||||
| SR. ASSOCIATE VP - STRATEGIC | $171,003 | $0 | $0 | $0 | $156 | $0 | $19,851 | $0 | $12,018 | $0 | $203,028 | $0 | $19,657 | $0 |
| CHRISTINE KOO | ||||||||||||||
| ASST TREASURER/ASSOCIATE VP | $138,326 | $0 | $0 | $0 | $104 | $0 | $34,570 | $0 | $13,585 | $0 | $186,585 | $0 | $26,416 | $0 |
| KARLA ZARATE-RAMIREZ | ||||||||||||||
| ASSOCIATE VP - MAJOR GIFTS | $154,206 | $0 | $0 | $0 | $0 | $0 | $19,060 | $0 | $11,542 | $0 | $184,808 | $0 | $17,891 | $0 |
| LYNNE WOODDELL | ||||||||||||||
| DIRECTOR OF DEVELOPMENT | $138,742 | $0 | $0 | $0 | $328 | $0 | $26,993 | $0 | $11,849 | $0 | $177,912 | $0 | $0 | $0 |
| MICHAEL COPPES | ||||||||||||||
| SENIOR DIRECTOR OF ESTATE | $124,326 | $0 | $0 | $0 | $2,139 | $0 | $38,628 | $0 | $12,352 | $0 | $177,445 | $0 | $37,699 | $0 |
| HUGH JONES | ||||||||||||||
| ASST SECRETARY/IN-HOUSE COUNSE | $82,985 | $0 | $0 | $0 | $22,641 | $0 | $21,242 | $0 | $2,943 | $0 | $129,811 | $0 | $38,379 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 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. |
| PART-I LINE-4A | HUGH JONES RECEIVED A SEVERANCE PAYMENT OF $23549. |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $243,745 | 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 | $141,172 | 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 | 19 | ContributionCnt |
| Noncash Contributions Rpt F990 | $47,365 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 100 | ContributionCnt |
| Noncash Contributions Rpt F990 | $474,234 | 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 | 9 | ContributionCnt |
| Noncash Contributions Rpt F990 | $5,693,678 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $84,500 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,716 | 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 | 10 | ContributionCnt |
| Noncash Contributions Rpt F990 | $287,057 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| 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 (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 THE CONTROLLER OF UHF AND REVIEWED BY THE CFO, SENIOR EXECUTIVE DIRECTOR OF COMMUNICATIONS AND THE GENERAL COUNSEL PRIOR TO PRESENTATION OF A FINAL DRAFT TO THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES TO REVIEW AND APPROVE. UPON APPROVAL, THE RETURN IS FILED AND SIGNED OFF ELECTRONICALLY BY THE CFO. THE FORM 990 IS AVAILABLE ON GUIDESTAR 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 GENERAL COUNSEL. ANY POTENTIAL CONFLICTS WITH REGARD TO TRUSTEES ARE BROUGHT TO THE ATTENTION OF THE CFO, COO 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. |
| 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 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 UHF HAS RAISED MORE THAN $1 BILLION TO SUPPORT UH STUDENTS, FACULTY, 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. IN ADDITION TO FUNDRAISING, UHF MANAGES THE $341+ MILLION ENDOWMENT FOR UH. 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 6,000 SEPARATE DONOR ACCOUNTS FOR UH. OUR ALUMNI ENGAGEMENT TEAM IS FOCUSED ON PROVIDING LIFELONG VALUE TO OUR 310,000+ 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, WE DEVELOP MEANINGFUL PROGRAMS THAT MOBILIZE OUR ALUMNI COMMUNITY, BUILD PRIDE, NURTURE LIFE-LONG LEARNING AND STRENGTHEN AND SUSTAIN RELATIONSHIPS. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UHF ATHERTON STUDENT HOUSING LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1314 SOUTH KING STREET SUITE B | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | REAL ESTATE | PrimaryActivitiesTxt |
| Legal Domicile State | HI | LegalDomicileStateCd |
| Total Income | $282,722 | TotalIncomeAmt |
| End Of Year Assets | $8,754,090 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UHFOUNDATION | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UHF SUPPORT INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1314 SOUTH KING STREET SUITE B | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 262825368 | EIN |
| Primary Activities | SUPPORT - UHF | PrimaryActivitiesTxt |
| Legal Domicile State | HI | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 509(A) (3) | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
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 |