2022-11-14T19:28:49-06:00 2021-12-31 990033900 BANK OF HAWAII PO BOX 3170 DEPT 715 HONOLULU HI 968023170 990PF 2021-01-01 510175971 ATHERTON FAMILY FOUNDATION C/O BANK OF HAWAII ATHE 8086944393 PO BOX 3170 DEPT 715 HONOLULU HI 968023170 PAUL MORGAN DIRECTOR 8086944393 2022-11-14 1 PAUL MORGAN 999009999 MUHAMMAD MANSOORI P00545176 8886433888 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 125346019 X X 401 401 894599 894599 495319 495319 323630 3326101 24781934 3326101 7430708 7430708 12147128 12147128 0 0 0 33320 13242 20078 448225 390944 57281 143544 142344 1200 985 0 985 177785 170 177615 803859 546700 257159 5228886 5228886 6032745 546700 5486045 6114383 11600428 33 34 34 1274188 3403693 3403690 619356 619356 619356 4935000 89534620 93511977 116907185 551697 551697 551697 0 88033 100110 100110 92067927 98186867 125346019 0 0 X 92067927 98186867 92067927 98186867 92067927 98186867 92067927 6114383 20006 98202316 15449 98186867 PUBLICLY TRADED SECURITIES P 2021-01-01 2021-12-31 2782617 2746546 36071 36071 PUBLICLY TRADED SECURITIES P 2020-01-01 2021-12-31 20845998 16953996 3892002 3892002 LITIGATION PROCEEDS P 2020-01-01 2021-12-31 706 706 706 RIMROCK HIGH INCOME PLUS (CAYMAN) FUND LTD P 2020-01-01 2021-12-31 136757 136757 136757 1607 CAPITAL DOMESTIC EQUITY FD LP TERMINATION P 2020-01-01 2021-12-31 1559358 -1559358 -1559358 AVIVA INVESTORS MULTI-STRATEGY TARGET RETURN TERMINATION P 2020-01-01 2021-12-31 195933 -195933 -195933 CAPITAL GAINS DIVIDENDS P 1015856 1015856 1015856 3326101 161246 0 161246 0 161246 138414 0 114000 0 252414 X 0 91168 91168 0 0 0 0 0 0 0 0 0 1 1 0 1 1 HI 1 0 0 0 0 1 N/A BANK OF HAWAII 8086944393 111 SOUTH KING STREET HONOLULU HI 96813 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 PATRICIA R GILES 111 SOUTH KING STREET HONOLULU HI 96813 PRESIDENT/DIRECTOR 1.00 0 0 0 FREDERICK W ROHLFING 111 SOUTH KING STREET HONOLULU HI 96813 VICE PRES/DIRECTOR 0.00 0 0 0 PAUL F MORGAN 111 SOUTH KING STREET HONOLULU HI 96813 VICE PRES/SECRETARY/DIRECT 1.00 0 0 0 MARY MIDKIFF 111 SOUTH KING STREET HONOLULU HI 96813 VICE PRES/DIRECTOR 1.00 0 0 0 JULIETTE K SHEEHAN 111 SOUTH KING STREET HONOLULU HI 96813 VICE PRES/DIRECTOR 0.00 0 0 0 HERBERT RICHARDS III 111 SOUTH KING STREET HONOLULU HI 96813 VICE PRES/TREASURER/DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 62539455 2275702 59539234 124354391 0 0 124354391 1865316 122489075 6124454 6124454 161246 161246 5963208 20007 5983215 0 5983215 5486045 0 5486045 5983215 1139810 0 0 5486045 1139810 0 0 4346235 0 0 0 0 0 0 0 0 1636980 0 0 0 EVAN DOHLEN 827 FORT STREET MALL HONOLULU HI 96813 8085665585 NEXUS.HAWAIICOMMUNITYFOUNDATION.ORG/NONPROFIT SEE HAWAII COMMUNITY FOUNDATION WEBSITE. SEE HAWAII COMMUNITY FOUNDATION WEBSITE. 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DURING COVID-19 10000 LANAI UNION CHURCH PO BOX 630519 LANAI CITY HI 96763 PUBLIC CHARITY WINDOWS FOR ANNEX AND PARSONAGE 9000 LAULIMA PAHOA POST OFFICE BOX 69 PAHOA PAHOA HI 967780069 PUBLIC CHARITY LERZ COMMUNITY BEEKEEPING WORKSHOPS 5351 LAUREN F BRUNER USS ARIZONA MEMORIAL FOUNDATION 24430 HAWTHORNE BOULEVARD SUITE 103 TORRANCE CA 905056557 PUBLIC CHARITY LAUREN F. BRUNER'S DREAM GIFT TO AMERICA 35000 LEADERSHIP KAUAI PO BOX 1567 LIHUE HI 96766 PUBLIC CHARITY LEADING IN A PANDEMIC 10000 LEEWARD OAHU HABITAT FOR HUMANITY 91-291 KALAELOA BLVD KAPOLEI HI 96707 PUBLIC CHARITY APPRECIATION LUNCHES FOR VOLUNTEERS 9000 LIAHONA YOUTH EMPOWERMENT 2119 WAIOLA STREET APARTMENT 106 HONOLULU HI 968262805 PUBLIC CHARITY GENERAL SUPPORT 1000 LONGLEASH INC 394 STUYVESANT AVENUE BROOKLYN NY 112331706 PUBLIC CHARITY GENERAL SUPPORT 7500 LUDWIG VON MISES INSTITUTE FOR AUSTRIAN ECONOMICS INC 518 WEST MAGNOLIA AVENUE AUBURN AL 368324501 PUBLIC CHARITY GENERAL SUPPORT 1000 MA KA HANA KA IKE BUILDING PROGRAM P O BOX 968 HANA HI 96713 PUBLIC CHARITY MALAMA I NA HULU KUPUNA 25000 MAKUA LANI CHRISTIAN ACADEMY 74-4966 KEALAKAA STREET KAILUA KONA HI 96740 PUBLIC CHARITY AUDIO AND VIDEO UPGRADES BUILDING CAPACITY DURING COVID AND BEYOND 20000 MALAMA KAI FOUNDATION PO BOX 6882 KAMUELA HI 96743 PUBLIC CHARITY RIDGE TO REEF AHUPUAA/WATERSHED EDUCATION PROGRAM IN SOUTH KOHALA 20000 MALAMA KAUAI POST OFFICE BOX 1414 KILAUEA HI 967541414 PUBLIC CHARITY MOLOA'A 'AINA CENTER: GROWING A KAUAI FOOD HUB FOR THE RESILIENCE OF FARMERS, COMMUNITY AND KEIKI 75000 MALAMA MANOA POST OFFICE BOX 283046 HONOLULU HI 968283046 PUBLIC CHARITY GENERAL SUPPORT 1000 MALAMA MAUNALUA 7192 KALANIANAOLE HIGHWAY SUITE A143A HONOLULU HI 968251849 PUBLIC CHARITY INCORPORATING COMMUNITY IN RESEARCH AND RESTORATION 40000 MALAMA NA MAKUA A KEIKI PO BOX 791749 PAIA HI 96779 PUBLIC CHARITY THERAPEUTIC LIVING PROGRAM 10000 MALAMALAMA FARM AND CENTER POST OFFICE BOX 653 MAKAWAO HI 967680653 PUBLIC CHARITY MALAMALAMA FARM COMPLIANCE CONSTRUCTION (2 OF 2 PMTS) 15000 MALAMALAMA WALDORF SCHOOL INC HIGHWAY CONTRACT 3 BOX 13068 KEAAU HI 967499220 PUBLIC CHARITY COMPLETE THE HALE O' AIHARA - A MULTIPURPOSE LIBRARY & GO GAME BUILDING 15000 MANA'OLANA PINK PADDLERS PO BOX 588 KIHEI HI 96753 PUBLIC CHARITY WAVES OF HOPE CANCER ASSISTANCE PROJECT 5000 MANOA HERITAGE CENTER 2856 OAHU AVENUE HONOLULU HI 96822 PUBLIC CHARITY GENERAL SUPPORT 1000 MARINE MAMMAL CENTER FORT CRONKHITE 2000 BUNKER ROAD SAUSALITO CA 949652619 PUBLIC CHARITY AHUPUAA AND TRADITIONAL HAWAIIAN CULTURE AND CONSERVATION EXHIBIT AND PROGRAMS 7500 MAUI HEALTH FOUNDATION 221 MAHALANI STREET WAILUKU HI 967932526 PUBLIC CHARITY PATIENT RESOURCE ASSISTANCE 20000 MAUI MAKERS INC POST OFFICE BOX 1430 PUUNENE HI 967841430 PUBLIC CHARITY THE SEWING HUI: SEWING INITIATIVES 4500 MAUI NUI BOTANICAL GARDENS INC PO BOX 6040 KAHULUI HI 96733 PUBLIC CHARITY COMMUNITY OUTREACH AND ACCESS FOR MAUI NUI NATIVE PLANTS 10000 MAUI PREPARATORY ACADEMY 4910 HONOAPIILANI HIGHWAY LAHAINA HI 967619183 PUBLIC CHARITY PUEO TECHNOLOGICAL ADVANCES 10000 MAUI UNITED WAY 95 MAHALANI ST SUITE 24 WAILUKU HI 96793 PUBLIC CHARITY 2021-2022 LIVE UNITED ANNUAL CAMPAIGN 20000 MAUI YOUTH AND FAMILY SERVICES INC PO BOX 790006 PAIA HI 967790006 PUBLIC CHARITY CONSTRUCTION OF A NEW HOME FOR MAUI YOUTH AND FAMILY SERVICES (4 OF 4 PMTS) 50000 MENTAL HEALTH AMERICA OF HAWAII 1136 UNION MALL SUITE 208 HONOLULU HI 968132711 PUBLIC CHARITY MENTAL HEALTH TRAINING AND EDUCATION PROGRAM 20000 MID-PACIFIC INSTITUTE 2445 KAALA STREET HONOLULU HI 96822 PUBLIC CHARITY ALOHA AINA ACADEMY - OCEAN CONSERVATION 20000 MOANALUA GARDENS FOUNDATION INC 1414 DILLINGHAM BLVD STE 211 HONOLULU HI 96817 PUBLIC CHARITY MALAMA KAMANANUI VALLEY ENVIRONMENTAL EDUCATION INITIATIVE 30000 MOKUAIKAUA CHURCH 75-5713 ALII DRIVE KAILUAKONA HI 96740 PUBLIC CHARITY PRESERVATION AND PROTECTION OF HISTORIC MOKUAIKAUA CHURCH 50000 MOLOKAI COMMUNITY SERVICE COUNCIL PO BOX 2047 KAUNAKAKAI HI 96748 PUBLIC CHARITY 2021 ANNUAL CAMPAIGN: FRIENDLY ISLE UNITED WAY 12000 MOLOKAI OHANA HEALTH CARE INC PO BOX 2040 KAUNAKAKAI HI 96748 PUBLIC CHARITY MANEUVERING MENTAL HEALTH CHALLENGES DURING A PANDEMIC 64700 MULTIPLIER 548 MARKET STREET PMB 81178 SAN FRANCISCO CA 941045401 PUBLIC CHARITY NEST FOR FAMILIES AT MULTIPLIER: NEST FOR FAMILIES - PARENT SUPPORT USING SECURE TEXT MESSAGING 15000 NA HOALOHA MAUI INTERFAITH VOLUNTEER CAREGIVERS PO BOX 3208 WAILUKU HI 96793 PUBLIC CHARITY FALLS PREVENTION 2.0 17000 NA KAMA KAI POST OFFICE BOX 1803 WAIANAE HI 967926803 PUBLIC CHARITY VIRTUAL OCEAN CLINIC VIDEOS PRODUCTION TO INSPIRE KEIKI AWARENESS OF OCEAN SAFETY AND CONSERVATION 25000 NA LEI WILI AREA HEALTH EDUCATION CENTER 4442 HARDY ST 205 LIHUE HI 96766 PUBLIC CHARITY CG FOUNDATION: INCUBATOR@COMMONGROUND 5000 NATIONAL ORGANIZATION FOR MARRIAGE EDUCATION FUND 934 NORTH MAIN STREET ROCKFORD IL 611037061 PUBLIC CHARITY GENERAL SUPPORT 1000 NATIONAL TROPICAL BOTANICAL GARDEN 3530 PAPALINA RD KALAHEO HI 96741 PUBLIC CHARITY EQUIPMENT FOR POST-STORM RESILIENCE AT NTBG'S SOUTH SHORE GARDENS 50000 NISEI VETERANS MEMORIAL CENTER PO BOX 216 KAHULUI HI 96733 PUBLIC CHARITY NVMC PAVILION PROJECT 10000 NORDOFF-ROBBINS MUSIC THERAPY FOUNDATION INC 35 WEST 4TH STREET SUITE 1103 NEW YORK NY 100121120 PUBLIC CHARITY GENERAL SUPPORT 1000 NORTH HAWAII COMMUNITY HOSPITAL INC 67-1125 MAMALAHOA HIGHWAY KAMUELA HI 96743 PUBLIC CHARITY CONSTRUCTION TO EXPAND THE EMERGENCY DEPARTMENT TO MEET THE NEED FOR ACCESS TO 24/7 EMERGENCY CARE (4 OF 4 PMTS) 50000 OAHU CHORAL SOCIETY 4348 WAIALAE AVENUE 214 HONOLULU HI 96816 PUBLIC CHARITY OAHU CHORAL SOCIETY: LEADERSHIP TRANSITION AND SAFE-SINGING IN A POST PANDEMIC ARTS COMMUNITY 15000 OHANA ARTS POST OFFICE BOX 894755 MILILANI HI 967898330 PUBLIC CHARITY PEACE ON YOUR WINGS COMMUNITY OUTREACH PERFORMANCES 5000 OHANA KOMPUTER 1516 AVON WAY HONOLULU HI 96822 PUBLIC CHARITY ONLINE MIGRATION COMPUTER EDUCATION CURRICULUM 5000 OIKONOS ECOSYSTEM KNOWLEDGE POST OFFICE BOX 1918 KAILUA HI 967348918 PUBLIC CHARITY ENGAGING HAWAII IN NATIVE SEABIRD CONSERVATION THROUGH RESTORATION AND EDUCATION 10000 PACIFIC AMERICAN FOUNDATION 45-285 KANEOHE BAY DR 102 KANEOHE HI 96744 PUBLIC CHARITY INVESTING IN HUMAN CAPITAL LEADERSHIP COURSE. 5000 PACIFIC BIRTH COLLECTIVE 850 RICHARDS STREET SUITE 201 HONOLULU HI 96813 PUBLIC CHARITY PACIFIC BIRTH COLLECTIVE: MAUI COMMUNITY DOULA PROGRAM 10000 PACIFIC BUDDHIST ACADEMY 1710 PALI HWY HONOLULU HI 96813 PUBLIC CHARITY PACIFIC BUDDHIST ACADEMY PHASE I CAPITAL CAMPAIGN (5 OF 5 PYMTS) 10000 PACIFIC FLEET SUBMARINE MEMORIAL ASSOCIATION INC 11 ARIZONA MEMORIAL DRIVE HONOLULU HI 968183104 PUBLIC CHARITY STEM RENOVATION AT USS BOWFIN SUBMARINE MUSEUM AND PARK (3 OF 3 PMTS) 25000 PACIFIC FORUM INTERNATIONAL 1003 BISHOP STREET SUITE 1150 HONOLULU HI 968136434 PUBLIC CHARITY GENERAL SUPPORT 1000 PACIFIC HEALTH MINISTRY 1245 YOUNG STREET SUITE 204 HONOLULU HI 968141958 PUBLIC CHARITY CHAPLAINCY SERVICES DURING COVID CRISIS 15000 PACIFIC INTL CTR FOR HIGH TECHNOLOGY RESEARCH 1440 KAPIOLANI BLVD STE 1225 HONOLULU HI 96814 PUBLIC CHARITY CLIMATE ADAPTATION COMMUNITY OF PRACTICE 25000 PACIFIC RIM CONSERVATION INC 3038 OAHU AVENUE HONOLULU HI 96822 PUBLIC CHARITY SAVING ENDANGERED SPECIES BY IMPROVING BIODIVERSITY MONITORING WITH THERMAL IMAGING UAVS 10000 PACIFIC WHALE FOUNDATION 300 MAALAEA RD STE 211 WAILUKU HI 96793 PUBLIC CHARITY ADOPT A BEACH 5000 PA'I FOUNDATION PO BOX 17483 HONOLULU HI 96817 PUBLIC CHARITY I ULU NO KA LALA I KE KUMU: THE BRANCHES GROW BECAUSE OF THE TRUNK (2 OF 4 PMTS) 50000 PALAMA SETTLEMENT 810 N VINEYARD BLVD HONOLULU HI 96817 PUBLIC CHARITY CENTER FOR INNOVATION DIGITAL ARTS ACADEMY 12500 PLANNED PARENTHOOD GREAT NORTHWEST HAWAII 2001 EAST MADISON STREET SEATTLE WA 98122 PUBLIC CHARITY NO MATTER WHAT: HONOLULU HUB CAMPAIGN (3 OF 3 PMTS) 33333 POLYNESIAN VOYAGING SOCIETY 10 SAND ISLAND PARKWAY HONOLULU HI 96819 PUBLIC CHARITY MOANANUIAKEA - 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FRANCIS KUPUNA VILLAGE QUALITY OF LIFE CENTER (4 OF 4 PMTS) 50000 ST JOHN APOSTLE & EVANGELIST CATHOLIC CHURCH 95-370 KUAHELANI AVENUE MILILANI HI 967891103 PUBLIC CHARITY ST. 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GROWING LEADERS 100000 WAIKIKI COMMUNITY CENTER 310 PAOAKALANI AVENUE HONOLULU HI 96815 PUBLIC CHARITY KEIKI BUILDING COMMUNITY 15000 WAIKOLOA DRY FOREST INITIATIVE POST OFFICE BOX 384087 WAIKOLOA HI 967384087 PUBLIC CHARITY DRYLAND FOREST RESILIENCY ACRES 20000 WAIOLI CORPORATION PO BOX 1631 LIHUE HI 96766 PUBLIC CHARITY TEMPERATURE AND HUMIDITY CONTROLLED SYSTEM FOR GROVE FARM MUSEUM'S ARCHIVAL VAULT 4995 WASHINGTON PLACE FOUNDATION PO BOX 873 HONOLULU HI 96808 PUBLIC CHARITY GENERAL SUPPORT 2000 WESTSIDE ASSOC FOR YOUTH VOCATIONAL & ED SVCS POST OFFICE BOX 414 WAIMEA HI 967960414 PUBLIC CHARITY WAYVES YOUTH DEVELOPMENT PROJECT FUNDING 10000 WHEN WE SHINE FOUNDATION PO BOX 865 KULA HI 96790 PUBLIC CHARITY OUR KUPUNA AND THE AINA 10000 WISDOM CIRCLES OCEANIA PO BOX 573 KANEOHE HI 96744 PUBLIC CHARITY STORY QUILT YOUTH ARTS 5000 WORKNET INC 1130 NORTH NIMITZ HIGHWAY ROOM B224 HONOLULU HI 968175786 PUBLIC CHARITY P-CHAMP: POST CORONA HELP AND MENTORING PROJECT 10000 YES EDUCATION POST OFFICE BOX 311 LAIE HI 967620311 PUBLIC CHARITY 2009 UHAUL BOX TRUCK FOR FOR YES EDUCATION 14850 YMCA OF HONOLULU METROPOLITAN OFFICE 1441 PALI HWY HONOLULU HI 96813 PUBLIC CHARITY GENERAL SUPPORT 1000 YOUNG OF HEART WORKSHOP PO BOX 3080 HONOLULU HI 96802 PUBLIC CHARITY KEANAHALA: A PLACE FOR HALA 20000 YOUNG OF HEART WORKSHOP PO BOX 3080 HONOLULU HI 96802 PUBLIC CHARITY AUPUNI SPACE: ARTIST STUDIO ACCESS PROJECT 10000 YWCA OF HAWAII ISLAND 145 ULULANI ST HILO HI 96720 PUBLIC CHARITY GENERAL SUPPORT 5000 CALIFORNIA BAPTIST UNIVERSITY FBO R 8432 MAGNOLIA AVE RIVERSIDE CA 925043297 NONE INDIVIDUAL SCHOLARSHIP 2021-22 FALL AND SPRING ATHERTON FAMILY FDN 5000 CALIFORNIA BAPTIST UNIVERSITY FBO T 8432 MAGNOLIA AVE RIVERSIDE CA 925043297 NONE INDIVIDUAL SCHOLARSHIP 2021-22 FALL AND SPRING ATHERTON FAMILY FDN 5000 CHAMINADE UNIVERSITY OF HONOLULU FB 3140 WAIALAE AVENUE HONOLULU HI 968161578 NONE INDIVIDUAL SCHOLARSHIP 2021-22 FALL AND SPRING ATHERTON FAMILY FDN 5000 COLLEGE OF SOUTHERN NEVADA FBO CEHY 6375 W CHARLESTON BLVD LAS VEGAS NV 89146 NONE INDIVIDUAL SCHOLARSHIP 2021-22 FALL AND SPRING ATHERTON FAMILY FDN 5000 FULLER THEOLOGICAL SEMINARY FBO ANT 135 N OAKLAND AVE PASADENA CA 91182 NONE INDIVIDUAL SCHOLARSHIP 2021-22 FALL AND SPRING ATHERTON FAMILY FDN 5000 GATEWAY SEMINARY FBO LANI MOW 3210 E GUASTI RD ONTARIO CA 917618642 NONE INDIVIDUAL SCHOLARSHIP 2021-22 FALL AND SPRING ATHERTON FAMILY FDN 2500 GATEWAY SEMINARY FBO MICHAEL MOW 3210 E GUASTI RD ONTARIO CA 917618642 NONE INDIVIDUAL SCHOLARSHIP 2021-22 FALL AND SPRING ATHERTON FAMILY FDN 2500 GEORGE FOX UNIVERSITY FBO ANAVAH EN 414 N MERIDIAN ST NEWBERG OR 97132 NONE INDIVIDUAL SCHOLARSHIP 2021-22 FALL AND SPRING ATHERTON FAMILY FDN 5000 GEORGE FOX UNIVERSITY FBO EVAN RICH 414 N MERIDIAN ST NEWBERG OR 97132 NONE INDIVIDUAL SCHOLARSHIP 2021-22 FALL AND SPRING ATHERTON FAMILY FDN 5000 GRAND CANYON UNIVERSITY FBO KAITLIN 3300 W CAMELBACK RD PHOENIX AZ 85017 NONE INDIVIDUAL SCHOLARSHIP 2021-22 FALL AND SPRING ATHERTON FAMILY FDN 5000 PACIFIC UNIVERSITY FBO ETHAN WON 2043 COLLEGE WAY FOREST GROVE OR 97116 NONE INDIVIDUAL SCHOLARSHIP 2021-22 FALL AND SPRING ATHERTON FAMILY FDN 5000 REGENT UNIVERSITY FBO JAMES MCKNIGH 1000 REGENT UNIVERSITY DR VIRGINIA BEACH VA 23464 NONE INDIVIDUAL SCHOLARSHIP 2021-22 FALL AND SPRING ATHERTON FAMILY FDN 5000 SEATTLE PACIFIC UNIVERSITY FBO EZRA 3307 3RD AVE W SEATTLE WA 981191997 NONE INDIVIDUAL SCHOLARSHIP 2021-22 FALL AND SPRING ATHERTON FAMILY FDN 5000 THE KING'S UNIVERSITY FBO DAVID VAL 2121 E SOUTHLAKE BLVD SOUTHLAKE TX 76092 NONE INDIVIDUAL SCHOLARSHIP 2021-22 FALL AND SPRING ATHERTON FAMILY FDN 5000 UNIVERSITY OF HAWAII - 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