HMSA FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HMSA FOUNDATION (EIN 99-0250429)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-10-13
- IRS object ID
- 202232869349100833
- 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
- General Explanation Attachment
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-13T19:38:08-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 205325889 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACCUITY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 999 BISHOP STREET STE 1900 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96813 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 990250429 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HMSA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HMSA | BusinessNameControlTxt |
| Phone | 8089485145 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POBOX 860 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96808 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GINA L MARTING | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8089485145 | PhoneNum |
| Signature | 2022-10-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GINA | PersonFirstNm |
| Person Last | MARTING | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOAN FUJITA | PreparerPersonNm |
| PTIN | P00235894 | PTIN |
| Phone | 8085313400 | 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 | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $27,796,148 | 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 | $53 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $53 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $516,744 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $516,744 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,129,539 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,325,424 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,129,539 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $502 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $502 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $4,646,838 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,646,838 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $166,482 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $11,867 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $25,445 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $44,340 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $55,336 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $169 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $105 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | -$36,961 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $266,783 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $350,176 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,405,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $616,959 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,405,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,029,879 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,646,838 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $126,944 | CashBOYAmt |
| Cash EOY | $4,610,574 | CashEOYAmt |
| Cash EOYFMV | $4,610,574 | CashEOYFMVAmt |
| Acct Rcvbl | $18,205 | AcctRcvblAmt |
| Acct Rcvbl BOY | $15,595 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $18,205 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $18,205 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $169,965 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $213,745 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $213,745 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $18,175,821 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $15,588,149 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $22,953,624 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $18,488,325 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,430,673 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $27,796,148 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $68,628 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $60,914 | AccountsPayableEOYAmt |
| Grants Payable BOY | $8,736,417 | GrantsPayableBOYAmt |
| Grants Payable EOY | $6,681,593 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $107,373 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $82,380 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $8,912,418 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,824,887 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $9,575,907 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $13,605,786 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,575,907 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,605,786 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,488,325 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,430,673 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,575,907 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,029,879 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $13,605,786 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,605,786 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| VANGUARTD EMERG MKT 64,301.55 SHARES | P | 2007-12-31 | 2021-01-21 | $2,900,000 | $2,449,552 | $450,448 | $450,448 |
| VANGUARTD EMERG MKT 5,458.91 SHARES | P | 2007-12-31 | 2021-01-29 | $234,186 | $207,956 | $26,230 | $26,230 |
| VANGUARD MID CAP 14,749.26 SHARES | P | 2007-12-31 | 2021-08-27 | $1,000,000 | $336,224 | $663,776 | $663,776 |
| VANGUARD SMALL CAP 9,187.80 SHARES | P | 2007-12-31 | 2021-08-27 | $1,000,000 | $332,648 | $667,352 | $667,352 |
| VANGUARD INST INDEX 7,600.32 SAHRES | P | 2007-12-31 | 2021-08-27 | $3,000,000 | $869,505 | $2,130,495 | $2,130,495 |
| LONG TERM CAPITAL GAIN DISTRIBUTION | P | $183,644 | $183,644 | $183,644 | |||
| SHORT TERM CAPITAL GAIN DISTRIBUTION | P | $7,594 | $7,594 | $7,594 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,129,539 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $7,594 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $64,591 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $64,591 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $64,591 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $80,710 | 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 | $80,710 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $16,119 | OverpaymentAmt |
| Applied To ES Tax | $16,119 | 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 | WWW.HMSAFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | MARCUS CHUN | IndividualWithBooksNm |
| Phone | 8089485145 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 818 KEEAUMOKU STREET | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96814 | 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 (10 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 |
|---|---|---|---|---|---|---|---|---|
| MARK MUGIISHI | ||||||||
| PO BOX 860 | HONOLULU | HI | 96808 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| KATHRYN MATAYOSHI | ||||||||
| PO BOX 860 | HONOLULU | HI | 96808 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| GINA L MARTING | ||||||||
| PO BOX 860 | HONOLULU | HI | 96808 | TREASURER | 1.00 | $0 | $0 | $0 |
| MICHAEL BRODERICK | ||||||||
| PO BOX 860 | HONOLULU | HI | 96808 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| HELEN COX | ||||||||
| PO BOX 860 | HONOLULU | HI | 96808 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KENNETH NAKAMURA | ||||||||
| PO BOX 860 | HONOLULU | HI | 96808 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| RICHARD TAAFEE | ||||||||
| PO BOX 860 | HONOLULU | HI | 96808 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LINDA EZUKA | ||||||||
| PO BOX 860 | HONOLULU | HI | 96808 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BRANDEE MENINO | ||||||||
| PO BOX 860 | HONOLULU | HI | 96808 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LESILE WIKLINS | ||||||||
| PO BOX 860 | HONOLULU | HI | 96808 | DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| KAIPO KAUKAHIKO | ||||||||
| PO BOX 860 | HONOLULU | HI | 96808 | PROGRAM OFFICE | 40.00 | $95,476 | $3,792 | $0 |
| MERYAM LEONG | ||||||||
| PO BOX 860 | HONOLULU | HI | 96808 | ADMINISTRATOR | 40.00 | $74,994 | $4,361 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $24,695,032 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,571,466 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $27,266,498 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $27,266,498 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $408,997 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $26,857,501 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,342,875 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,342,875 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $64,591 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $64,591 | TotalTaxAmt |
| Distributable Before Adj | $1,278,284 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,278,284 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,278,284 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,405,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,405,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,278,284 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,087,068 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,405,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,087,068 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,278,284 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $39,648 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $39,648 | 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 | $39,648 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $39,648 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | HMSA FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 860 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96808 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8089485145 | RecipientPhoneNum |
| Form And Info And Materials | SEE STATEMENT 12 | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE STATEMENT 13 | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| FAMILY VIOLENCE AND SEXUAL ASSAULT INSTITUTE | ||||||
| 10065 OLD GROVE RD STE 101 | SAN DIEGO | CA | 92131 | PC | KAHAUIKI VILLAGE (KV) IS A UNIQUE PERMANENT HOUSING PROJECT THAT ADDRESSES GENERATIONAL HOMELESSNESS, WITH A GOAL TO MITIGATE ADVERSE CHILDHOOD EXPERIENCES AND TRAUMA THAT MANY HOMELESS CHILDREN AND FAMILIES FACE. THEY SEEK TO BUILD RESILIENCE BY FOSTERING A NEIGHBORHOOD CULTURE THAT AFFORDS OPPORTUNITIES FOR PRO-SOCIAL EXPERIENCES. THEY HOPE THAT THEIR EFFORTS SUPPORT THE GOAL THAT THEIR FAMILIES CAN LEAD PRODUCTIVE AND FULFILLING LIVES TO BREAK THE CYCLE OF INTERGENERATIONAL TRAUMA. DESIGN AND IMPLEMENT PROGRAM EVALUATION TO TRACK OUTCOMES FOR KV FAMILIES AND CHILDREN SERVED THROUGH THEPROJECT AND ESTABLISH FEEDBACK LOOPS TO CONTINUOUSLY IMPROVE CLIENT SERVICES, CONTENT, AND DELIVERY. EVALUATION WILL UTILIZE A MIXED METHODS APPROACH, COLLECTING BOTH QUANTITATIVE AND QUALITATIVE DATA TO CAPTURE THE DIVERSE PERSPECTIVES OF CLIENT FAMILIES, PROGRAM STAFF, AND ALLIED PROVIDERS. | $15,000 |
| FIVE MOUNTAINS HAWAII | ||||||
| 64-1035 MAMALAHOA HWY STE F | KAMUELA | HI | 96743 | PC | PROVIDE BIO-PSYCHO-SOCIAL SERVICES TO ADDRESS THE DISPARITIES THAT EXIST AMONG NORTH HAWAII NATIVE HAWAIIANS AND THEIR FAMILY. | $100,000 |
| HAWAII APPLESEED CENTER FOR LAW AND ECONOMIC JUSTICE | ||||||
| 733 BISHOP ST STE 180 | HONOLULU | HI | 96813 | PC | PREVENT PANDEMIC-RELATED EVICTIONS. CRAFT AND IMPLEMENT MEDIATION AND RELIEF PROGRAMS THAT WILL HELP SUSTAIN THE HOUSING ECOSYSTEM BY FACILITATING AND ENCOURAGING THE PAYMENT OF RENT USING FEDERAL FUNDS WHILE PREVENTING HOMELESSNESS | $10,000 |
| HAWAII HOTEL INDUSTRY FOUNDATION | ||||||
| 2270 KALAKAUA AVE | HONOLULU | HI | 96815 | PC | FOOD DISTRIBUTION PROGRAM FOR PEOPLE IN THE TOURISM INDUSTRY THAT LOST JOBS AND WERE IMPACTED BY COVID-19. | $10,000 |
| HAWAII VA FOUNDATION | ||||||
| 111 HEKILI ST 102 | KAILUA | HI | 96734 | PC | PAIRS SENIORS WITH A VOLUNTEER SPONSOR. THE VOLUNTEER PROVIDES TELEPHONE SAFETY CHECK-IN, WHICH INVOLVES SOCIALIZATION, COMPASSIONATE LISTENING, AND TELEPHONE REASSURANCE. THE VOLUNTEER WILL ALSO SHOP FOR AND DELIVERS THE CLIENT'S BASIC NEEDS (FOOD, SUPPLIES, OR MEDICATION) IF NEEDED. | $10,000 |
| HAWAIIAN COMMUNITY ASSETS INC | ||||||
| 2000 N VINEYARD BLVD B140 | HONOLULU | HI | 96817 | PC | STRATEGIC PLANNING SESSION COSTS | $20,000 |
| HAWAIIAN COMMUNITY ASSETS INC | ||||||
| 2000 N VINEYARD BLVD B140 | HONOLULU | HI | 96817 | PC | BUILD THE CAPACITY OF LOW- AND MODERATE-INCOMECOMMUNITIES TO ACHIEVE AND SUSTAIN ECONOMIC SELF-SUFFICIENCYWITH A PARTICULAR FOCUS ON NATIVE HAWAIIANS THROUGHMORTGAGE LENDING PROGRAMS; MICRO-LOANS, HOMEOWNERSHIPASSET BUILDING, AND FINANCIAL EDUCATION; AND TRAINING FORTRANSITIONAL HOUSING AND COMMUNITY BASED ORGANIZATIONSEDUCATION AND FINANCIAL INSTITUTIONS AND GOVERNMENT ENTITIES. | $65,000 |
| HAWAIIAN ISLANDS LAND TRUST | ||||||
| 126 QUEEN ST STE 306 | HONOLULU | HI | 96813 | PC | MAUNAWILA HEIAU COMPLEX ECOLOGICAL AND EDUCATIONAL PROGRAM. TO ADVANCE THE CULTURAL AND ECOLOGICAL RESTORATION OF THE MANUAWILA HEIAU COMPLEX A NINE ACRE PUBLIC PRESERVE. THE PROGRAM WILL PROVIDE EDUCATIONAL OPPORTUNITIES, INTERNSHIPS TO LOW-INCOME YOUTHS, AND PROVIDE ECOLOGICAL STEWARDSHIP TO MAINTAIN THE PARCEL FOR SAFE PUBLIC ACCESS. | $15,000 |
| HEALTHY MOTHERS HEALTHY BABIES COALITION OF HAWAII | ||||||
| 245 N KUKUI ST STE 102A | HONOLULU | HI | 96817 | PC | MANA MAMA PROGRAM CREATES A STRONG FOUNDATION FOR BIRTHING PEOPLE AND THEIR BABIES THROUGH A NURSE AND MIDWIFERY-LED COMMUNITY CARE PROGRAM, DELIVERING QUALITY MATERNAL AND REPRODUCTIVE HEALTHCARE, WHILE WRAPPING FAMILIES IN SOCIAL SERVICES. | $15,000 |
| HOIWAI FUND | ||||||
| 59-005 HOALUA ST | HALEIWA | HI | 96712 | PC | SUPPORT THE PHILANTHROPY-SERVING ORGANIZATION UNITING AND COORDINATING HAWAII'S FUNDERS TO STRENGTHEN THE COLLECTIVE WELL-BEING AND RESILIENCE OF THE COMMUNITIES BY CREATING OPPORTUNITIES FOR CONNECTION, CO-LEARNING AND GROWTH TO HEAL AND TRANSFORM HAWAII. | $10,000 |
| HUI MALAMA O KE KAI FOUNDATION | ||||||
| 41-477 HIHIMANU ST | WAIANAE | HI | 96795 | PC | WELLNESS INITIATIVES FOR THE CHILDREN AND FAMILIES OF WAIMANALO 1) FARM-TO-TABLE HEALTHY SNACK PROGRAM, 2) BOARD AND STONE CARVING CLASSES, AND 3) INDIGENOUS ARE WELLNESS PROGRAM. | $10,000 |
| KAALA FARM INC | ||||||
| 86-120 FARRINGTON HWY | WAIANAE | HI | 96792 | PC | LAND BASED CULTURAL AND ENVIRONMENTAL EDUCATIONAL PROGRAMS TO SERVE NATIVE HAWAIIANS OF ALL AGES. MAINTAIN HEALTHY WATERSHEDS WHERE HAWAIIAN TRADITIONS ARE CARRIED FORTH AND THE RELATIONSHIP BETWEEN THE LAND AND PEOPLE ARE FORTIFIED TO STRENGTHEN THE COMMUNITY. | $15,000 |
| KE KULA NUI 0 WAIMANALO | ||||||
| P0 BOX 723 | WAIMANALO | HI | 96795 | PC | "KUKULU KAIAULU" PROGRAM TO PROVIDE AND SUPPORTCULTURALLY GROUNDED, COMMUNITY DRIVEN AND HANDS-ON PROGRAMMING AND RESEARCH THAT PROMOTE WHOLISTIC WELLNESS, MULTI-GENERATIONAL KNOWLEDGE, AND COMMUNITY CONNECTEDNESS. | $15,000 |
| KOKUA KALIHI VALLEY COMPREHENSIVE FAMILY SERVICES | ||||||
| 2239 N SCHOOL ST | HONOLULU | HI | 96819 | PC | SERVE COMMUNITIES, FAMILIES AND INDIVIDUALS THROUGH STRONG RELATIONSHIPS THAT HONOR CULTURE AND FOSTER HEALTH AND HARMONY THROUGH PROGRAMS THAT PROVIDE WRAPAROUND SUPPORT, SUPPLIES, FRESH PRODUCE, MEALS AND MEDICINE TO PATIENTS DURING THE COVID PANDEMIC. | $100,000 |
| KUALOA HEEIA ECUMENICAL YOUTH PROJECT | ||||||
| 47-200 WAIHEE RD | KANEOHE | HI | 96744 | PC | "KEY PROJECT". NURTURE AND PROMOTE THE CULTURAL,ENVIRONMENTAL, SOCIAL, ECONOMIC AND RECREATIONAL WELL-BEINGOF THE KUALOA-HEEIA AREA BY PROVIDING VITAL GRASSROOTS CIVICPROGRAMS AND RESOURCES THAT EFFECTIVELY SERVE THE NEEDS OFTHE DIVERSE MULTI-CULTURAL COMMUNITY. | $75,000 |
| KUALOA HEEIA ECUMENICAL YOUTH PROJECT | ||||||
| 47-200 WAIHEE RD | KAHULUI | HI | 96744 | PC | COMMUNITY NEEDS ASSESSMENT AND CURRICULUM DEVELOPMENT FOR YOUTH PROGRAMS. | $20,000 |
| KUMANO I KE ALA | ||||||
| P0 BOX 181 | WAIMEA | HI | 97696 | PC | KUMANO I KE ALA (KIKA) WILL BUILD A FOUNDATION OFSTEWARDSHIP OF THE LAND AND PLACE THROUGH NATIVEHAWAIIAN CULTURAL EDUCATION PROGRAMS TO GROWSELF-DIRECTED, CRITICAL THINKERS FOR A SUSTAINABLE WEST KAUAI.KIKA'S PROGRAM FOCUS IS LAND RESTORATION, TARO FARMING,FOOD SECURITY, AND YOUTH EMPOWERMENT | $60,000 |
| LANAI COMMUNITY HEALTH CENTER | ||||||
| P0 BOX 630142 | LANAI CITY | HI | 96763 | PC | LANAI HIGH AND ELEMENTARY SCHOOL EDUCATION ANDPHYSICAL EDUCATION SCHOOL PROGRAM. DEVELOP A TRUSTINGRELATIONSHIP WITH THE YOUTH; PROVIDING EDUCATION ON HEALTHAND WELLNESS; AND DEVELOPMENT OF FUTURE WORKFORCE. ACTIVITIESINCLUDE HEALTH EDUCATION, SCREENING PROGRAMS, PARTICIPATIONIN COLLEGE AND CAREER FAIRS AND OUTREACH AT SCHOOLEVENTS/CARNIVALS. | $10,000 |
| MA KA HANA KA IKE | ||||||
| P0 BOX 968 | HANA | HI | 96713 | PC | MA KA HANA KA IKE (MKH) WILL PROVIDE HANA YOUTH WITHA WAY TO LEARN THAT MAKES SENSE TO THEM, THAT BUILDSTHEIR SELF-ESTEEM AND SHOWS THEM THEY HAVE THE POWERTO CHANGE THEIR FUTURE | $75,000 |
| MAUI SWIM CLUB INC | ||||||
| POBOX 330506 | KAHULUI | HI | 96733 | PC | REPLACE OLD EQUIPMENT AND SUPPORT LEARN TO SWIM PROGRAM THAT PRIMARILY SERVES LOW TO MODERATE INCOME FAMILIES. | $5,000 |
| MOLOKAI CHILD ABUSE PREVENTION PATHWAYS | ||||||
| 30 OKI PL STE 204 | KAUNAKAKAI | HI | 96748 | PC | TO ASSESS, MAINTAIN AND ENHANCE FINANCIAL SYSTEMS. | $20,000 |
| MOLOKAI CHILD ABUSE PREVENTION PATHWAYS | ||||||
| 30 OKI PL STE 204 | KAUNAKAKAI | HI | 96748 | PC | KEEP CHILDREN SAFE AND SUPPORTS FAMILY WELL-BEING THROUGHPRIMARY PREVENTION EDUCATION. WORK IN MOLOKAI SCHOOLSON THREE AREAS: PRIMARY PREVENTION EDUCATION, ADVOCACYAND EVALUATION, AND IMPACT. | $50,000 |
| PARTNERS IN DEVELOPMENT FOUNDATION | ||||||
| 2040 BACHELOT ST | HONOLULU | HI | 96817 | PC | WE ARE OCEANIA (WAO) PROGRAM TO RESPOND TO THEOVERWHELMING NEED FOR SUPPORT OF MICRONESIANS IN HAWAII.PROVIDES DIRECT SERVICES IN LANGUAGE ACCESS, ACCULTURATIONTRAINING, CULTURAL EXPERTISE, HEALTH CONNECTION DAYS,PRE-EMPLOYMENT TRAINING, CENSUS ENUMERATION, SOCIALSERVICE REFERRALS, AND COMMUNITY NEWSLETTERS. | $20,000 |
| PARTNERS IN DEVELOPMENT FOUNDATION | ||||||
| 2040 BACHELOT ST | HONOLULU | HI | 96817 | PC | WE ARE OCEANIA (WAO) PROGRAM TO RESPOND TO THEOVERWHELMING NEED FOR SUPPORT OF MICRONESIANS IN HAWAII.PROVIDES DIRECT SERVICES IN LANGUAGE ACCESS, ACCULTURATIONTRAINING, CULTURAL EXPERTISE, HEALTH CONNECTION DAYS,PRE-EMPLOYMENT TRAINING, CENSUS ENUMERATION, SOCIALSERVICE REFERRALS, AND COMMUNITY NEWSLETTERS. | $12,500 |
| SURFRIDER SPIRIT SESSION | ||||||
| POBOX 1677 | KAILUA | HI | 96734 | PC | SURFRIDER SPIRIT SESSIONS PROVIDE ADULT MENTORING SERVICES AND EVIDENCE-BASED, GENDER RESPONSIVE AND TRAUMA INFORMED PROGRAMING FOR AT-RISK, ADJUDICATED AND VULNERABLE YOUTH ON OAHU. | $15,000 |
| THE FOOD BASKET INC | ||||||
| 80 HOLOMUA ST | HILO | HI | 96720 | PC | SUPPORT DISTRIBUTION OF THE SAFEST AND HIGHEST FOODFOR HAWAII COUNTY THROUGH THEIR FOOD BANK SITES AS WELL ASTHROUGH OUTREACH PROGRAMS AND PANTRY FOR SENIOR CITIZENS,FOOD BACK PACKS FOR CHILDREN, COMMUNITY SUPPORTEDAGRICULTURE BOXES, BUS MOBILE MARKET AND FARMERS MARKET | $75,000 |
| THE FOOD BASKET INC | ||||||
| 80 HOLOMUA ST | HILO | HI | 96720 | PC | "DA BUX SNAP" PROJECT TO ENLIST NEW SNAP(SUPPLEMENTAL NUTRITION ASSISTANCE PROGRAM) OUTLETS TO PROVIDE SNAP RECIPIENTS ACCESS TO AFFORDABLE HAWAIIGROWN PRODUCE. | $15,000 |
| THE FOOD BASKET INC | ||||||
| 80 HOLOMUA ST | HILO | HI | 96721 | PC | DEVELOP A PROJECT PLAN FOR HAWAII ISLAND'S COMMUNITY FOOD CENTER | $20,000 |
| THE MONKEY POD | ||||||
| 9856 APE PI | WAIMEA | HI | 96796 | PC | KEIKI IN MOTION - NUTRITION EDUCATION, PHYSICAL AND MENTAL ACTIVITY PROGRAM DESIGNED FOR ELEMENTARY AND MIDDLE SCHOOL-AGED CHILDREN IN AN AFTER-SCHOOL OR SUMMER SETTING. THE PROGRAM IS COMPOSED OF NUTRITION EDUCATION, PHYSICAL ACTIVITIES AND A LEARNING ENVIRONMENT TO ENCOURAGE ACTIVE LIVING, HEALTHY EATING AND MENTAL WELLNESS. | $15,000 |
| UNIVERSITY OF HAWAII FOUNDATION | ||||||
| 1314 S KING ST STE B | HONOLULU | HI | 96814 | PC | SUPPORT THE UNIVERSITY OF HAWAII AT MANOA SCHOOL OF NURSING & DENTAL HYGIENE 1) INTERPROFESSIONAL HEALTH SCIENCES EDUCATION AND SIMULATION PROGRAM ("HIPE PROGRAM") AND 2) ENDOWED PROFESSORSHIP TO RECRUIT AND RETAIN FACULTY OF THE HIGHEST CALIBER IN THE AREA OF INTERPROFESSIONAL EDUCATION AND TECHNOLOGY SUPPORTED LEARNING. | $200,000 |
| UNIVERSITY OF HAWAII FOUNDATION | ||||||
| 1314 S KING ST STE B | HONOLULU | HI | 96814 | PC | ESTABLISH THE LEARNING INNOVATIONS ENDOWMENT TO SUPPORT THE UNIVERSITY OF HAWAII AT MANOA JOHN A. BURNS SCHOOL OF MEDICINE IN IT ITS EFFORTS TO DEVELOP AND IMPLEMENT INNOVATIVE CURRICULUM INITIATIVES, WITH THE ULTIMATE GOAL OF ENHANCED RECRUITMENT, TRAINING, AND RETENTION OF THE MOST CAPABLE AND COMMITTED FUTURE PHYSICIANS FOR HAWAII. | $1,000,000 |
| WAIANAE COMMUNITY RE-DEVELOPMENT CORPORATION | ||||||
| P O BOX 441 | WAIANAE | HI | 96792 | PC | DEVELOP COMMUNITY HEALTH HUBS (CHHS) TO EMPOWER COMMUNITY-BASED ORGANIZATIONS (CBOS) WITH RIGOROUS, SCIENTIFICALLY-INFORMED METHODOLOGIES AND DATA TYPICALLY RESERVED FOR ACADEMIC RESEARCH. CHHS WILL SERVE AS A NOVEL PLATFORM THAT OFFERS CBOS THE CAPACITY TO COLLECT AND UNDERSTAND HEALTH RELEVANT DATA FROM PARTICIPANTS OF THEIR COMMUNITY-INITIATED PROGRAMS ALONG WITH THAT OF THEIR SOCIALNETWORK. DATA WILL BE EVALUATED IN THE CONTEXT OF THE BUILTENVIRONMENT FOR HEALTH/SOCIAL/ECONOMICS/POLICY IMPACTS BYACADEMIC CONSULTANTS, WHICH WILL BE ROUTED BACK TO THECOMMUNITY AND STAKEHOLDERS. THE INFORMATION CAN ENABLECOMMUNITY ORGANIZATIONS TO ENGAGE STAKEHOLDERS INHEALTH/WELLBEING AND POTENTIALLY PLAY A PREVIOUSLY UNRECOGNIZEDROLE IN PREVENTION | $150,000 |
| WAIMANALO HEALTH CENTER | ||||||
| 41-1347 KALANIANAOLE HWY | WAIMANALO | HI | 96795 | PC | WAIMANALO HEALTH CENTER (WHC) PROVIDES PRIMARY ANDPREVENTIVE HEALTH SERVICES, WITH SPECIAL ATTENTION TOTHE NEEDS OF NATIVE HAWAIIANS AND THE MEDICALLYUNDERSERVED. A NATIVE HAWAIIAN HEALING PRACTICE ANDPROGRAM HAS BEEN INTEGRATED, INCLUDING A CULTURAL HEALINGGARDEN TO PROVIDE PATIENTS AND COMMUNITY MEMBERSWITH HEALING PLANTS TO BEGIN THEIR OWN FOOD AND MEDICINALGARDENS AND ALSO PROVIDES REMEDIES THROUGHTHE PROVISION OF HEALING SERVICES AND CLASSES | $100,000 |
| WAIMANALO HEALTH CENTER | ||||||
| 41-1347 KALANIANAOLE HWY | WAIANAE | HI | 96795 | PC | WAIMANALO HEALTH CENTER (WHC) PROVIDES PRIMARY AND PREVENTIVE HEALTH SERVICES, WITH SPECIAL ATTENTION TO THE NEEDS OF NATIVE HAWAIIANS AND THE MEDICALLY UNDERSERVED. A NATIVE HAWAIIAN HEALING PRACTICE AND PROGRAM HAS BEEN INTEGRATED, INCLUDING A CULTURAL HEALING GARDEN TO PROVIDE PATIENTS AND COMMUNITY MEMBERS WITH HEALING PLANTS TO BEGIN THEIR OWN FOOD AND MEDICINAL GARDENS AND ALSO PROVIDES REMEDIES THROUGH THE PROVISION OF HEALING SERVICES AND CLASSES | $20,000 |
| WE ARE OCEANIA | ||||||
| 720 N KING ST | HONOLULU | HI | 96817 | PC | WE ARE OCEANIA (WAO) PROGRAM TO RESPOND TO THE OVERWHELMING NEED FOR SUPPORT OF MICRONESIANS IN HAWAII. PROVIDES DIRECT SERVICES IN LANGUAGE ACCESS, ACCULTURATION TRAINING, CULTURAL EXPERTISE, HEALTH CONNECTION DAYS, PRE-EMPLOYMENT TRAINING, CENSUS ENUMERATION, SOCIAL SERVICE REFERRALS, AND COMMUNITY NEWSLETTERS. | $37,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,405,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| FIVE MOUNTAINS HAWAII | ||||||
| 64-1035 MAMALAHOA HWY STE F | KAMUELA | HI | 96743 | PC | PROVIDE BIO-PSYCHO-SOCIAL SERVICES TO ADDRESS THE DISPARITIES THAT EXIST AMONG NORTH HAWAII NATIVE HAWAIIANS AND THEIR FAMILY. | $200,000 |
| KUALOA HEEIA ECUMENICAL YOUTH PROJECT | ||||||
| 47-200 WAIHEE RD | KANEOHE | HI | 96744 | PC | "KEY PROJECT". NURTURE AND PROMOTE THE CULTURAL, ENVIRONMENTAL, SOCIAL, ECONOMIC AND RECREATIONAL WELL-BEING OF THE KUALOA-HEEIA AREA BY PROVIDING VITAL GRASSROOTS CIVIC PROGRAMS AND RESOURCES THAT EFFECTIVELY SERVE THE NEEDS OF THE DIVERSE MULTI-CULTURAL COMMUNITY. | $150,000 |
| KUMANO I KE ALA | ||||||
| P O BOX 181 | WAIMEA | HI | 97696 | PC | KUMANO I KE ALA (KIKA) WILL BUILD A FOUNDATION OF STEWARDSHIP OF THE LAND AND PLACE THROUGH NATIVE HAWAIIAN CULTURAL EDUCATION PROGRAMS TO GROW SELF-DIRECTED, CRITICAL THINKERS FOR A SUSTAINABLE WEST KAUAI. KIKA'S PROGRAM FOCUS IS LAND RESTORATION, TARO FARMING, FOOD SECURITY, AND YOUTH EMPOWERMENT | $120,000 |
| MA KA HANA KA IKE | ||||||
| P O BOX 968 | HANA | HI | 96713 | PC | MA KA HANA KA IKE (MKH) WILL PROVIDE HANA YOUTH WITH A WAY TO LEARN THAT MAKES SENSE TO THEM, THAT BUILDS THEIR SELF-ESTEEM AND SHOWS THEM THEY HAVE THE POWER TO CHANGE THEIR FUTURE | $150,000 |
| THE FOOD BASKET INC | ||||||
| 80 HOLOMUA ST | HILO | HI | 96720 | PC | SUPPORT DISTRIBUTION OF THE SAFEST AND HIGHEST FOOD FOR HAWAII COUNTY THROUGH THEIR FOOD BANK SITES AS WELL AS THROUGH OUTREACH PROGRAMS AND PANTRY FOR SENIOR CITIZENS, FOOD BACK PACKS FOR CHILDREN, COMMUNITY SUPPORTED AGRICULTURE BOXES, BUS MOBILE MARKET. AND FARMERS MARKET | $150,000 |
| WAIMANALO HEALTH CENTER | ||||||
| 41-1347 KALANIANAOLE HWY | WAIMANALO | HI | 96795 | PC | WAIMANALO HEALTH CENTER (WHC) PROVIDES PRIMARY AND PREVENTIVE HEALTH SERVICES, WITH SPECIAL ATTENTION TO THE NEEDS OF NATIVE HAWAIIANS AND THE MEDICALLY UNDERSERVED. A NATIVE HAWAIIAN HEALING PRACTICE AND PROGRAM HAS BEEN INTEGRATED, INCLUDING A CULTURAL HEALING GARDEN TO PROVIDE PATIENTS AND COMMUNITY MEMBERS WITH HEALING PLANTS TO BEGIN THEIR OWN FOOD AND MEDICINAL GARDENS AND ALSO PROVIDES REMEDIES THROUGH THE PROVISION OF HEALING SERVICES AND CLASSES | $200,000 |
| HAWAIIAN COMMUNITY ASSETS INC | ||||||
| 2000 N VINEYARD BLVD B140 | HONOLULU | HI | 96817 | PC | BUILD THE CAPACITY OF LOW- AND MODERATE-INCOME COMMUNITIES TO ACHIEVE AND SUSTAIN ECONOMIC SELF-SUFFICIENCY WITH A PARTICULAR FOCUS ON NATIVE HAWAIIANS THROUGH MORTGAGE LENDING PROGRAMS; MICRO-LOANS, HOMEOWNERSHIP ASSET BUILDING, AND FINANCIAL EDUCATION; AND TRAINING FOR TRANSITIONAL HOUSING AND COMMUNITY BASED ORGANIZATIONS EDUCATION AND FINANCIAL INSTITUTIONS AND GOVERNMENT ENTITIES. | $130,000 |
| KOKUA KALIHI VALLEY COMPREHENSIVE FAMILY SERVICES | ||||||
| 2239 N SCHOOL ST | HONOLULU | HI | 96819 | PC | SERVE COMMUNITIES, FAMILIES AND INDIVIDUALS THROUGH STRONG RELATIONSHIPS THAT HONOR CULTURE AND FOSTER HEALTH AND HARMONY THROUGH TWO PROGRAMS, HO'OULU 'AINA AND ROOT'S CAFE | $200,000 |
| MOLOKAI CHILD ABUSE PREVENTION PATHWAYS | ||||||
| 30 OKI PL STE 204 | KAUNAKAKAI | HI | 96748 | PC | KEEP CHILDREN SAFE AND SUPPORTS FAMILY WELL-BEING THROUGH PRIMARY PREVENTION EDUCATION. WORK IN MOLOKAI SCHOOLS ON THREE AREAS: PRIMARY PREVENTION EDUCATION, ADVOCACY AND EVALUATION, AND IMPACT. | $100,000 |
| PARTNERS IN DEVELOPMENT FOUNDATION | ||||||
| 2040 BACHELOT ST | HONOLULU | HI | 96817 | PC | WE ARE OCEANIA (WAO) PROGRAM TO RESPOND TO THE OVERWHELMING NEED FOR SUPPORT OF MICRONESIANS IN HAWAII. PROVIDES DIRECT SERVICES IN LANGUAGE ACCESS, ACCULTURATION TRAINING, CULTURAL EXPERTISE, HEALTH CONNECTION DAYS, PRE-EMPLOYMENT TRAINING, CENSUS ENUMERATION, SOCIAL SERVICE REFERRALS, AND COMMUNITY NEWSLETTERS. | $100,000 |
| WAIANAE COMMUNITY RE-DEVELOPMENT CORPORATION | ||||||
| P O BOX 441 | WAIANAE | HI | 96792 | PC | DEVELOP COMMUNITY HEALTH HUBS (CHHS) TO EMPOWER COMMUNITY-BASED ORGANIZATIONS (CBOS) WITH RIGOROUS, SCIENTIFICALLY-INFORMED METHODOLOGIES AND DATA TYPICALLY RESERVED FOR ACADEMIC RESEARCH. CHHS WILL SERVE AS A NOVEL PLATFORM THAT OFFERS CBOS THE CAPACITY TO COLLECT AND UNDERSTAND HEALTH-RELEVANT DATA FROM PARTICIPANTS OF THEIR COMMUNITY-INITIATED PROGRAMS ALONG WITH THAT OF THEIR SOCIAL NETWORK. DATA WILL BE EVALUATED IN THE CONTEXT OF THE BUILT ENVIRONMENT FOR HEALTH/SOCIAL/ECONOMICS/POLICY IMPACTS BY ACADEMIC CONSULTANTS, WHICH WILL BE ROUTED BACK TO THE COMMUNITY AND STAKEHOLDERS. THE INFORMATION CAN ENABLE COMMUNITY ORGANIZATIONS TO ENGAGE STAKEHOLDERS IN HEALTH/WELLBEING AND POTENTIALLY PLAY A PREVIOUSLY UNRECOGNIZED ROLE IN PREVENTION | $450,000 |
| UNIVERSITY OF HAWAII FOUNDATION | ||||||
| 1314 S KING ST STE B | HONOLULU | HI | 96814 | PC | ESTABLISH THE LEARNING INNOVATIONS ENDOWMENT TO SUPPORT THE UNIVERSITY OF HAWAII AT MANOA JOHN A. BURNS SCHOOL OF MEDICINE IT ITS EFFORTS TO DEVELOP AND IMPLEMENT INNOVATIVE CURRICULUM INITIATIVES, WITH THE ULTIMATE GOAL OF ENHANCED RECRUITMENT, TRAINING, AND RETENTION OF THE MOST CAPABLE AND COMMITTED FUTURE PHYSICIANS FOR HAWAII. | $4,000,000 |
| UNIVERSITY OF HAWAII FOUNDATION | ||||||
| 1314 S KING ST STE B | HONOLULU | HI | 96814 | PC | SUPPORT THE UNIVERSITY OF HAWAII AT MANOA SCHOOL OF NURSING & DENTAL HYGIENE 1) INTERPROFESSIONAL HEALTH SCIENCES EDUCATION AND SIMULATION PROGRAM ("HIPE PROGRAM") AND 2) ENDOWED PROFESSORSHIP TO RECRUIT AND RETAIN FACULTY OF THE HIGHEST CALIBER IN THE AREA OF INTERPROFESSIONAL EDUCATION AND TECHNOLOGY SUPPORTED LEARNING. | $800,000 |
| THE FOOD BASKET INC | ||||||
| 80 HOLOMUA ST | HILO | HI | 96720 | PC | "DA BUX SNAP" PROJECT TO ENLIST NEW SNAP (SUPPLEMENTAL NUTRITION ASSISTANCE PROGRAM) OUTLETS TO PROVIDE SNAP RECIPIENTS ACCESS TO AFFORDABLE HAWAII GROWN PRODUCE. | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $6,765,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $53 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $516,744 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $502 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,129,539 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,646,838 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,646,838 | 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 | Yes (1) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail (2 entries)
| Organization TypeOrganizationTypeDesc | Relationship DescriptionRelationshipDescriptionTxt |
|---|---|
| HAWAII MEDICAL SERVICE ASSOCIATION (HMSA) | |
| 501(C)(4) | THE FOUNDATION IS ORGANIZED AND OPERATED FOR THE PRIMARY PURPOSE OF ENGAGING IN HEALTH PROMOTION, EDUCATION AND RESEARCH ACTIVITIES WITHIN THE MEANING OF IRC SECTION 170(C)(2). |
| HAWAII MEDICAL SERVICE ASSOCIATION RETIREE HEALTH BENEFITS TRUST | |
| 501(C)(9) | THE TRUST WAS ESTABLISHED BY HMSA ("EMPLOYER") TO FUND THE COST OF POST-RETIREMENT MEDICAL BENEFITS FOR ELIGIBLE EMPLOYEES AND DEPENDENTS. |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $25,445 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| PART XV, LINE 2B | THE FORM IN WHICH APPLICATIONS SHOULD BE SUBMITTED AND INFORMATION AND MATERIALS THEY SHOULD INCLUDE: 1. REGISTRATION INFORMATION * ORGANIZATION INFORMATION * CONTACT INFORMATION 2. PROPOSAL ON ORGANIZATION'S LETTERHEAD (NO MORE THAN EIGHT PAGES). INCLUDE THE FOLLOWING: * STATEMENT OF NEED. WHAT IS THE DESIRED LONG-TERM EFFECT OF THE PROJECT AND WHY IS IT SO IMPORTANT THAT IT HAVE THIS EFFECT? * ACTIVITIES. WHAT WOULD BE THE KEY ACTIONS OR EVENTS DURING THE GRANT PERIOD? * OUTPUTS. WHAT ARE THE PRODUCTS OF THOSE ACTIONS OR EVENTS? * OUTCOMES. WHAT KEY CHANGES IN SKILLS, KNOWLEDGE, VALUES, ATTITUDES, BEHAVIORS, CONDITIONS, ETC. WILL RESULT FROM THE ACTIVITIES? * INDICATORS. INDICATORS, SOMETIMES CALLED EVALUATION, ARE OBSERVABLE AND MEASURABLE DATA THAT CAN BE COLLECTED TO TRACK THE SUCCESS IN ACHIEVING THE OUTCOMES. * DESCRIPTION OF THE ORGANIZATION AND ITS QUALIFICATIONS. * BUDGET. INDICATE THE AMOUNT REQUESTED, THE PROPOSED USE OF FUNDS AND OTHER SOURCES OF FUNDING CURRENTLY BEING SOUGHT. 3. COPY OF THE ORGANIZATION'S CURRENT IRS DETERMINATION LETTER INDICATING 501(C)(3) TAX-EXEMPT STATUS OR LETTER STATING STATUS AS A UNIT OF GOVERNMENT. 4. LIST OF THE ORGANIZATION'S OFFICERS AND DIRECTORS AND THEIR AFFILIATIONS. 5. MOST RECENT IRS FORM 990 AND ANNUAL FINANCIAL STATEMENTS OF THE ORGANIZATION. 6. RELEVANT LETTERS OF SUPPORT. 7. OTHER RELEVANT APPENDICES (QUALIFICATIONS OF KEY STAFF, SAMPLE PROGRAM MATERIALS, ETC.) |
| PART XV, LINE 2D | ANY RESTRICTIONS OR LIMITATIONS ON AWARDS, SUCH AS BY GEOGRAPHICAL AREAS, CHARITABLE FIELDS, KINDS OF INSTITUTIONS, OR OTHER FACTORS: IN GENERAL, THE FOUNDATION MAKES GRANTS TO ORGANIZATIONS THAT ARE TAX-EXEMPT BECAUSE 1) THEY ARE A UNIT OF GOVERNMENT OR 2) THEY ARE A 501(C)(3) ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. THE FOUNDATION DOES NOT MAKE GRANTS TO INDIVIDUALS. ALL APPLICANT ORGANIZATIONS ARE REQUIRED TO SUBMIT PROOF OF THEIR TAX-EXEMPT STATUS BEFORE THEIR PROPOSAL WILL BE CONSIDERED. THE FOUNDATION DOES NOT GENERALLY SUPPORT REQUESTS FOR ENDOWMENTS, CAPITAL CAMPAIGNS, SCHOLARSHIP FUNDS LOBBYING, OR VOTER REGISTRATION FUNDS. A MAXIMUM FLAT RATE OF 5 PERCENT OF TOTAL BUDGET WILL BE ALLOWED FOR INDIRECT COSTS. ALL PROJECTS MUST PRIMARILY BENEFIT PEOPLE WITHIN THE STATE OF HAWAII. FUNDING AMOUNTS AND GRANT PERIODS SHOULD BE COMMENSURATE WITH THE SIZE AND SCOPE OF THE ACTIVITY. |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGUARD INSTITUTIONAL INDEX | FMV | $1,486,127 | $4,875,976 |
| VANGUARD DEVELOPED MARKETS | FMV | $5,454,625 | $6,102,209 |
| VANGUARD INDEX MID CAP FUND | FMV | $938,086 | $2,833,191 |
| VANGUARD SMALL CAP FUND | FMV | $884,963 | $2,610,172 |
| PIMCO TOTAL RETURN FUND | FMV | $3,302,598 | $3,172,699 |
| DOUBLELINE TOTAL RETURN FUND | FMV | $3,521,750 | $3,359,377 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| NON DEDUCTIBLE BUSINESS PROMOTION | $1,088 | $0 | $0 | $0 |
| MEALS - NON TRAVEL | $101 | $0 | $0 | $0 |
| POSTAGE AND FREIGHT | $40 | $0 | $0 | $0 |
| DUES AND SUBSCRIPTIONS | $226 | $0 | $0 | $0 |
| DATA PROCESSING | $88 | $0 | $0 | $0 |
| PROFESSIONAL ASSOCIATIONS | $4,256 | $0 | $0 | $0 |
| PROMOTIONS | $600 | $0 | $0 | $0 |
| TELEPHONE | $53 | $0 | $0 | $0 |
| FAS158 ADJUSTMENT | -$43,413 | $0 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUND OF INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $502 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $502 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DUE TO AFFILIATES | $11,691 | $0 |
| DEFERRED TAX LIABILITY | $95,682 | $82,380 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BLACKBAUD | $12,340 | $0 | $0 | $0 |
| ISLANDER INSTITUTE | $32,000 | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL AND OTHER TAXES | CategoryTxt |
| Amt | $55,336 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |