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FIRST INSURANCE COMPANY OF HAWAII CHARITABLE FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
FIRST INSURANCE COMPANY OF HAWAII CHARITABLE FOUNDATION (EIN 99-0339536)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-14
IRS object ID
202233189349107503
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-11-14T22:34:53-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN472701578PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ABF TAX ADVISORS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1900 FORT STREET MALL SUITE 925AddressLine1Txt
CityHONOLULUCityNm
State AbbreviationHIStateAbbreviationCd
ZIP96813ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN990339536EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FIRST INSURANCE COMPANYBusinessNameLine1Txt
Business Name Line2OF HAWAII CHARITABLE FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlFIRSBusinessNameControlTxt
Phone8085277777PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11100 WARD AVENUEAddressLine1Txt
CityHONOLULUCityNm
State AbbreviationHIStateAbbreviationCd
ZIP96814ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMAKOTO YODAPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8085277777PhoneNum
Signature2022-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMAKOTOPersonFirstNm
Person LastYODAPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJESSICA ENOSPreparerPersonNm
PTINP00647798PTIN
Phone8084405060PhoneNum
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$9,891,440FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$225,320DividendsRevAndExpnssAmt
Dividends Net Invst Incm$225,320DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$554,523NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,070,744GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$554,523CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$779,843TotalRevAndExpnssAmt
Total Net Invst Incm$779,843TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$40,199OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$40,199OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$6,000TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$46,199TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$40,199TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$656,681ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$656,681ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$702,880TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$40,199TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$656,681TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$76,963ExcessRevenueOverExpensesAmt
Net Investment Income$739,644NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$221,809SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$245,999SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$245,999SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$6,321,457CorporateStockBOYAmt
Corporate Stock EOY$6,518,828CorporateStockEOYAmt
Corporate Stock EOYFMV$6,518,828CorporateStockEOYFMVAmt
Other Investments BOY$2,659,448OtherInvestmentsBOYAmt
Other Investments EOY$3,108,024OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,108,024OtherInvestmentsEOYFMVAmt
Other Assets BOY$14,020OtherAssetsBOYAmt
Other Assets EOY$18,589OtherAssetsEOYAmt
Other Assets EOYFMV$18,589OtherAssetsEOYFMVAmt
Total Assets BOY$9,216,734TotalAssetsBOYAmt
Total Assets EOY$9,891,440TotalAssetsEOYAmt
Total Assets EOYFMV$9,891,440TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$9,216,734NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$9,891,440NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$9,216,734TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$9,891,440TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$9,216,734TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$9,891,440TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$9,216,734TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$76,963ExcessRevenueOverExpensesAmt
Other Increases$597,743OtherIncreasesAmt
Subtotal$9,891,440SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$9,891,440TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SALE OF PUBLICLY TRADED SECURITIESP$3,036,929$2,516,221$520,708$520,708
CAPITAL GAINS DIVIDENDSP$33,815$33,815$33,815
FieldValueIRS element (for citing)
Capital Gain Net Income$554,523CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$10,281InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$10,281SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$10,281TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$11,133EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$5,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$16,133TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$5,852OverpaymentAmt
Applied To ES Tax$5,852AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateHIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDAWN PAULINOIndividualWithBooksNm
Phone8085277777PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11100 WARD AVENUEAddressLine1Txt
CityHONOLULUCityNm
State AbbreviationHIStateAbbreviationCd
ZIP96814ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
FAYE W KURREN
1100 WARD AVENUEHONOLULUHI96814TRUSTEE1.00$2,000$0$0
JEFFREY A SHONKA
1100 WARD AVENUEHONOLULUHI96814TRUSTEE1.00$0$0$0
STEPHEN J TABUSSI
1100 WARD AVENUEHONOLULUHI96814TRUSTEE1.00$2,000$0$0
JEFFREY N WATANABE
1100 WARD AVENUEHONOLULUHI96814TRUSTEE1.00$2,000$0$0
TODD Y TAKAYAMA
1100 WARD AVENUEHONOLULUHI96814TRUSTEE0.00$0$0$0
MAKOTO YODA
1100 WARD AVENUEHONOLULUHI96814TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$9,399,315AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$163,943AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$9,563,258TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$9,563,258AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$143,449CashDeemedCharitableAmt
Net Vl Noncharitable Assets$9,419,809NetVlNoncharitableAssetsAmt
Minimum Investment Return$470,990MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$470,990MinimumInvestmentReturnAmt
Tax Based On Investment Income$10,281TaxBasedOnInvestmentIncomeAmt
Total Tax$10,281TotalTaxAmt
Distributable Before Adj$460,709DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$460,709DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$460,709DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$656,681ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$656,681QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$460,709DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$23,117ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$73,703ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$233,606ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$123,628ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$246,093ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$700,147TotalExcessDistributionCyovAmt
Qualifying Distributions$656,681QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$460,709AppliedToCurrentYearAmt
Remaining Distri From Corpus$195,972RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$896,119TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$23,117ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$873,002ExcessDistriCyovToNextYrAmt
Excess From Year4$73,703ExcessFromYear4Amt
Excess From Year3$233,606ExcessFromYear3Amt
Excess From Year2$123,628ExcessFromYear2Amt
Excess From Year1$246,093ExcessFromYear1Amt
Excess From Current Year$195,972ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMAKOTO YODARecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11100 WARD AVENUEAddressLine1Txt
CityHONOLULUCityNm
State AbbreviationHIStateAbbreviationCd
ZIP96814ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8085277777RecipientPhoneNum
Form And Info And MaterialsLETTER STATING THE TYPE OF ACTIVITYFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (105 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AFTER-SCHOOL ALL-STARS HAWAII
4747 KILAUEA AVENUE 210HONOLULUHI96816PC11TH ANNUAL ALL-STAR AFFAIR$5,000
ALOHA MEDICAL MISSION
200 N VINEYARD BLVD B120HONOLULUHI96817PCSUPPORT GENERAL FUND$5,000
ALOHA UNITED WAY
200 NORTH VINEYARD BOULEVARD 700HONOLULUHI96817PCSUPPORT GENERAL FUND$300
ALOHA UNITED WAY
200 NORTH VINEYARD BOULEVARD 700HONOLULUHI96817PCSUPPORT GENERAL FUND$200
ALOHA UNITED WAY
200 NORTH VINEYARD BOULEVARD 700HONOLULUHI96817PCSUPPORT GENERAL FUND$27,425
ALZHEIMER'S ASSOCIATION
1130 N NIMITZ HWY A-265HONOLULUHI96817PCWALK TO END ALZHEIMER'S$1,500
ALZHEIMER'S ASSOCIATION
1130 N NIMITZ HWY A-265HONOLULUHI96817PCSUPPORT GENERAL FUND$1,625
ALZHEIMER'S ASSOCIATION
1130 N NIMITZ HWY A-265HONOLULUHI96817PCSUPPORT GENERAL FUND$385
AMERICAN DIABETES ASSOCIATION
2451 CRYSTAL DRIVE SUITE 900ARLINGTONVA22202PCSUPPORT GENERAL FUND$338
AMERICAN DIABETES ASSOCIATION
2451 CRYSTAL DRIVE SUITE 900ARLINGTONVA22202PCSTEP OUT WALK TO STOP DIABETES$5,000
AMERICAN HEART ASSOCIATION
677 ALA MOANA BOULEVARD 600HONOLULUHI96813PCSUPPORT GENERAL FUND$25,000
AMERICAN HEART ASSOCIATION
677 ALA MOANA BOULEVARD 600HONOLULUHI96813PCSUPPORT GENERAL FUND$10,000
AMERICAN HEART ASSOCIATION
677 ALA MOANA BOULEVARD 600HONOLULUHI96813PCSUPPORT GENERAL FUND$30,000
AMERICAN HEART ASSOCIATION
677 ALA MOANA BOULEVARD 600HONOLULUHI96813PCSUPPORT GENERAL FUND$1,879
AMERICAN HEART ASSOCIATION
677 ALA MOANA BOULEVARD 600HONOLULUHI96813PCSUPPORT GENERAL FUND$6,056
AMERICAN HEART ASSOCIATION
677 ALA MOANA BOULEVARD 600HONOLULUHI96813PCSUPPORT GENERAL FUND$100
AMERICAN RED CROSS
4155 DIAMOND HEAD ROADHONOLULUHI96816PCSUPPORT GENERAL FUND$40,000
AMERICAN RED CROSS
4155 DIAMOND HEAD ROADHONOLULUHI96816PCSUPPORT GENERAL FUND$7,500
ARTHRITIS FOUNDATION
2752 WOODLAWN DRIVE SUITE 5-204BHONOLULUHI96822PCSUPPORT GENERAL FUND$5,000
BISHOP MUSEUM
1525 BERNICE STREETHONOLULUHI96817PCE ULU A PA'A ONLINE FUNDRAISER$5,000
BOY SCOUTS OF AMERICA
42 PUIWA ROADHONOLULUHI96817PCSUPPORT GENERAL FUND$1,500
BOY SCOUTS OF AMERICA
42 PUIWA ROADHONOLULUHI96817PCSUPPORT GENERAL FUND$1,000
BOY SCOUTS OF AMERICA
42 PUIWA ROADHONOLULUHI96817PCSCOUT'S HONOR - HONORING 111 YEARS OF SCOUTING IN HAWAII$5,000
BREAST CANCER HAWAII INC
46-166 KEOE PLACEKANEOHEHI96744PCSUPPORT GENERAL FUND$50
CHAMINADE UNIVERSITY OF HAWAII
3140 WAIALAE AVENUEHONOLULUHI96816PCSILVERSWORD FUND (GENERAL ATHLETICS)$3,500
CHILD AND FAMILY SERVICE
94-1481 FORT WEAVER ROADEWA BEACHHI96706PCSUPPORT GENERAL FUND$5,000
CHILDREN'S CRANIOFACIAL ASSOCIATION
13140 COIT ROADDALLASTX75240PCSUPPORT GENERAL FUND$4,425
CHINESE CHAMBER OF COMMERCE FOUNDATION
8 SOUTH KING STREET SUITE 201HONOLULUHI96813PCCHINESE AMERICAN WWII VETERANS RECOGNITION PROJECT$3,500
COMPASSION INTERNATIONAL
12290 VOYAGER PARKWAYCOLORADO SPRINGSCO80921PCSUPPORT GENERAL FUND$100
DIAMOND HEAD THEATRE
520 MAKAPUU AVENUEHONOLULUHI96816PCSUPPORT GENERAL FUND$1,000
DOCTORS WITHOUT BORDERS USA
40 RECTOT STREET 16TH FLOORNEW YORKNY10006PCSUPPORT GENERAL FUND$50
EFFECTIVE PLANNING INNOVATIVE
1130 N NIMITZ HWY C-210HONOLULUHI96817PCSUPPORT GENERAL FUND$2,500
ENVIRONMENT DEFENSE FUND
1875 CONNECTICUT AVE NW SUITE 600WASHINGTONDC20009PCSUPPORT GENERAL FUND$50
FAMILY PROGRAMS HAWAII
801 S KING STREETHONOLULUHI96813PC23RD ANNUAL HOLIDAY PARTY FOR KEIKI AND FAMILIES$500
FRIENDS OF HAWAII CHARITIES
735 BISHOP STREET SUITE 330HONOLULUHI96813PCSUPPORT GENERAL FUND$2,500
GIRL SCOUTS OF HAWAII
410 ATKINSON DRIVEHONOLULUHI96814PC2021 WOMEN OF DISTINCTION VIRTUAL EVENT$5,000
HABILITAT INC
45-035 KUHONU PLACEKANEOHEHI96744PCSUPPORT GENERAL FUND$1,000
HAWAII FOODBANK
2611 KILIHAU STREETHONOLULUHI96819PCSUPPORT GENERAL FUND$250
HAWAII FOODBANK
2611 KILIHAU STREETHONOLULUHI96819PCSUPPORT GENERAL FUND$1,095
HAWAII FOODBANK
2611 KILIHAU STREETHONOLULUHI96819PCSUPPORT GENERAL FUND$103
HAWAII ISLAND ECONOMIC DEVELOPMENT BOARD
117 KEAWE STHILOHI96720PCSUPPORT GENERAL FUND$5,000
HAWAII MEALS ON WHEELS
PO BOX 61194HONOLULUHI96839PCSUPPORT GENERAL FUND$5,000
HAWAII MEALS ON WHEELS
PO BOX 61194HONOLULUHI96839PCMALAMA OUR KUPUNA THANKSGIVING DAY BENEFIT$2,500
HAWAII PUBLIC HEALTH INSTITUTE
850 RICHARDS STREETHONOLULUHI96813PCSUPPORT GENERAL FUND$5,000
HAWAII PUBLIC RADIO
738 KAHEKA STREETHONOLULUHI96814PCFALL MEMBERSHIP CAMPAIGN$15,000
HAWAII PUBLIC RADIO
738 KAHEKA STREETHONOLULUHI96814PCSUPPORT GENERAL FUND$565
HAWAII PUBLIC TELEVISION FOUNDATION
2350 DOLE STREETHONOLULUHI96822PCSUPPORT GENERAL FUND$100
HAWAIIAN HUMANE SOCIETY
2700 WAIALAE AVENUEHONOLULUHI96826PCSUPPORT GENERAL FUND$50
HAWAIIAN HUMANE SOCIETY
2700 WAIALAE AVENUEHONOLULUHI96826PCCAPITAL CAMPAIGN FOR NEW WEST OAHU CAMPUS$5,000
HAWAIIAN HUMANE SOCIETY
2700 WAIALAE AVENUEHONOLULUHI96826PCSUPPORT GENERAL FUND$200
HEAD FOR THE CURE FOUNDATION
1607 OAK STREETKANSAS CITYMO64108PCSUPPORT GENERAL FUND$100
HELPING HANDS HAWAII
2100 N NIMITZ HIGHWAYHONOLULUHI96819PCSUPPORT GENERAL FUND$150
HELPING HANDS HAWAII
2100 N NIMITZ HIGHWAYHONOLULUHI96819PCSUPPORT GENERAL FUND$10,000
HISTORIC HAWAII FOUNDATION
680 IWILEI ROAD SUITE 690HONOLULUHI96817PCSUPPORT GENERAL FUND$5,000
HONOLULU MUSEUM OF ART
900 S BERETANIA STREETHONOLULUHI96814PCSUPPORT GENERAL FUND$15,000
HUGS - HELP UNDERSTANDING & GROUP SUPPORT
3636 KILAUEA AVENUEHONOLULUHI96816PCINDULGE FOR HUGS GOURMET LUNCH FUNDRAISING EVENT$2,000
IOLANI SCHOOL
563 KAMOKU STREETHONOLULUHI96826PCRAIDER FEST 2021$1,500
JAPAN-AMERICA SOCIETY OF HAWAII
1600 KAPIOLANI BLVD SUITE 204HONOLULUHI96814PCSUPPORT GENERAL FUND$3,000
JAPANESE CULTURAL CENTER OF HAWAII
2454 S BERETANIA STREETHONOLULUHI96826PCSUPPORT GENERAL FUND$1,000
JAPANESE CULTURAL CENTER OF HAWAII
2454 S BERETANIA STREETHONOLULUHI96826PCSUPPORT GENERAL FUND$2,500
KA LIMA O MAUI
124 MAHALANI STREETWAILUKUHI96793PCSUPPORT GENERAL FUND$1,000
KAPIOLANI HEALTH FOUNDATION
55 MERCHANT STREET SUITE 2600HONOLULUHI96813PCPEDIATRIC HEART CENTER$5,000
KAPIOLANI HEALTH FOUNDATION
55 MERCHANT STREET SUITE 2600HONOLULUHI96813PCSUPPORT GENERAL FUND$200
KIDS HURT TOO HAWAII
245 N KUKUI STREET SUITE 102HONOLULUHI96817PCSUPPORT GENERAL FUND$1,000
KUMU KAHUA THEATRE
46 MERCHANT STREETHONOLULUHI96813PCSUPPORT GENERAL FUND$50
KUMU KAHUA THEATRE
46 MERCHANT STREETHONOLULUHI96813PCSUPPORT GENERAL FUND$100
KUMU KAHUA THEATRE
46 MERCHANT STREETHONOLULUHI96813PCSUPPORT GENERAL FUND$48
MADD HAWAII
745 FORT STREET SUITE 303HONOLULUHI96813PC2021 WALK LIKE MADD$3,000
MAKE A WISH HAWAII
PO BOX 1877HONOLULUHI96805PCSUPPORT GENERAL FUND$10,000
MAKE A WISH HAWAII
PO BOX 1877HONOLULUHI96805PCJINGLE ROCK RIDE$5,000
MARCH OF DIMES
1580 MAKALOA STREET SUITE 1200HONOLULUHI96814PCSUPPORT GENERAL FUND$5,000
MARCH OF DIMES
1580 MAKALOA STREET SUITE 1200HONOLULUHI96814PCMARCH FOR BABIES: A MOTHER OF A MOVEMENT VIRTUAL WALK$10,000
MAUI ECONOMIC DEVELOPMENT BOARD INC
1305 NORTH HOLOPONO STREET SUITE 1KIHEIHI96753PCSUPPORT GENERAL FUND$6,000
MENTAL HEALTH AMERICA OF HAWAII
1136 UNION MALL SUITE 510HONOLULUHI96813PCMENTAL HEALTH AWARENESS AND AWARDS CELEBRATION$5,000
MINNESOTA CHAMBER FOUNDATION
380 ST PETER STREET SUITE 1050ST PAULMN55102PCSUPPORT GENERAL FUND$100
PLANNED PARENTHOOD FEDERATION
2001 E MADISONSEATTLEWA98122PCSUPPORT GENERAL FUND$50
PUBLIC SCHOOLS OF HAWAII FOUNDATION
PO BOX 4148HONOLULUHI96812PCSUPPORT GENERAL FUND$5,000
REHABILITATION HOSPITAL OF THE PACIFIC FOUNDATION
226 N KUAKINI STREETHONOLULUHI96817PC27TH ANNUAL FIRST HAWAIIAN BANK REHAB GOLF CHALLENGE$2,500
RIVER OF LIFE MISSION
PO BOX 37939HONOLULUHI96837PCSUPPORT GENERAL FUND$50
RONALD MCDONALD HOUSE CHARITIES
PO BOX 61777HONOLULUHI96839PCSUPPORT GENERAL FUND$2,500
RONALD MCDONALD HOUSE CHARITIES
PO BOX 61777HONOLULUHI96839PCSUPPORT GENERAL FUND$2,500
ST ANDREWS PRIORY SCHOOL
224 QUEEN EMMA SQUAREHONOLULUHI96813PCQUEEN EMMA BALL$10,000
SUSTAINABLE COASTLINES HAWAII
3160 WAIALAE AVE SUITE 120HONOLULUHI96816PCSUPPORT GENERAL FUND$3,000
TEACH FOR AMERICA
500 ALA MOANA BOULEVARD 3-400HONOLULUHI96813PCSUPPORT GENERAL FUND$10,000
THE FOOD BASKET INC
40 HOLOMUA STREETHILOHI96720PCSUPPORT GENERAL FUND$5,000
THE NATURE CONSERVANCY OF HAWAII
923 NUUANU AVENUEHONOLULUHI96817PCSUPPORT GENERAL FUND$5,000
THE SALVATION ARMY
PO BOX 620HONOLULUHI96809PCSUPPORT GENERAL FUND$435
THE SALVATION ARMY
PO BOX 620HONOLULUHI96809PCSPRING FUNDRAISING INITIATIVE$2,500
THE SALVATION ARMY
PO BOX 620HONOLULUHI96809PCSUPPORT GENERAL FUND$1,000
THE TODDLER PROGRAM
3509 PAHOA AVENUEHONOLULUHI96816PCSUPPORT GENERAL FUND$1,000
UNITED CHURCH OF CHRIST
2444 DOLE STREET BACHMAN HALL 105HONOLULUHI96822PCSUPPORT GENERAL FUND$100
UNIVERSITY OF HAWAII FOUNDATION
2444 DOLE STREET BACHMAN HALL 105HONOLULUHI96822PCFIRST INSURANCE SCHOLARSHIP IN CLIMATE CHANGE$5,264
UNIVERSITY OF HAWAII FOUNDATION
2444 DOLE STREET BACHMAN HALL 105HONOLULUHI96822PCSHIDLER COLLEGE OF BUSINESS, HI FAMILY SUPPORT INSTITUTE$45,000
UNIVERSITY OF HAWAII FOUNDATION
2444 DOLE STREET BACHMAN HALL 105HONOLULUHI96822PCINITIATIVE FOR COVID-19 RAPID RESPONSE SOLUTIONS$26,250
UNIVERSITY OF HAWAII FOUNDATION
2444 DOLE STREET BACHMAN HALL 105HONOLULUHI96822PCUH HILO BASEBALL FUND, PACE PITCH$12,500
UNIVERSITY OF HAWAII FOUNDATION
2444 DOLE STREET BACHMAN HALL 105HONOLULUHI96822PCUHCC EARLY PHASE TRIALS CENER AND PROGRAM CAMPAIGN FUND$45,000
UNIVERSITY OF HAWAII FOUNDATION
2444 DOLE STREET BACHMAN HALL 105HONOLULUHI96822PCCROWN PRINCE AKIHITO SCHOLARSHIP ENDOWNMENT$25,000
UNIVERSITY OF HAWAII FOUNDATION
2444 DOLE STREET BACHMAN HALL 105HONOLULUHI96822PCFICOH DISTINGUISHED PROFESSORSHIP IN INSURANCE$87,763
UNIVERSITY OF HAWAII FOUNDATION
2444 DOLE STREET BACHMAN HALL 105HONOLULUHI96822PCSHIDLER COLLEGE ADVANCEMENT FUND$1,000
UNIVERSITY OF HAWAII FOUNDATION
2444 DOLE STREET BACHMAN HALL 105HONOLULUHI96822PCSUPPORT GENERAL FUND$125
WORLD WILDLIFE FUND
1250 24TH STREET NWWASHINGTONDC20037PCSUPPORT GENERAL FUND$50
YMCA OF HONOLULU
1441 PALI HIGHWAYHONOLULUHI96813PC2021 NUUANU ANNUAL CAMPAIGN$5,000
YMCA OF HONOLULU
1441 PALI HIGHWAYHONOLULUHI96813PCSUPPORT GENERAL FUND$500
YMCA OF HONOLULU
1441 PALI HIGHWAYHONOLULUHI96813PC2021 METRO ANNUAL CAMPAIGN$2,000
YWCA OF OAHU
1040 RICHARDS STREETHONOLULUHI96813PC2021 LEADER LUNCHEON$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$656,681TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$225,320ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$554,523ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$779,843ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$779,843TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
IdentifierTRUSTEE COMPENSATIONIdentifierTxt
Form And Line ReferencePART VII, LINE 1(C)FormAndLineReferenceDesc
Medium ExplanationTRUSTEE COMPENSATION REPORTED ON PART VII, LINE 1(C) OF $6,000 WAS NOT PAID DIRECTLY BY THE FOUNDATION. AMOUNTS WERE PAID BY FIRST INSURANCE COMPANY OF HAWAII, LTD.MediumExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockINVESTMENTS - COMMON STOCKStockNm
EOY Book Value$6,518,828EOYBookValueAmt
EOYFMV$6,518,828EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemINVESTMENTS - FIXED INCOMECategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$3,108,024BookValueAmt
EOYFMV$3,108,024EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ACCRUED INTEREST$14,020$18,563$18,563
RECEIVABLE FOR SPOT CURRENCY$0$26$26

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
UNREALIZED GAIN/LOSS$597,742
ROUNDING$1

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMANAGEMENT FEESCategoryTxt
Amt$40,199Amt
Net Investment Income$40,199NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL INCOME TAXCategoryTxt
Amt$6,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt