HAROLD K L CASTLE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HAROLD K L CASTLE FOUNDATION (EIN 99-6005445)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202243189349103924
- 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
- Depreciation Schedule
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T13:05:43-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 990292355 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KKDLY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 745 FORT ST STE 2100 | 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 | 996005445 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAROLD KL CASTLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARO | BusinessNameControlTxt |
| Phone | 8082637073 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1197 AULOA ROAD | AddressLine1Txt |
| City | KAILUA | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96734 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CARLTON K C AU | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 8082638900 | PhoneNum |
| Signature | 2022-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CARLTON | PersonFirstNm |
| Person Last | C AU | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JON M YASUDA | PreparerPersonNm |
| PTIN | P00167025 | PTIN |
| Phone | 8085213962 | PhoneNum |
| Preparation | 2022-11-09 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
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 | $216,685,938 | 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 | $810,126 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $810,126 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,812,049 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,812,049 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $13,570,232 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $32,457,686 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,570,232 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $58,981 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $429,476 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $18,251,388 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $18,621,883 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $749,557 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $157,618 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $591,939 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $307,297 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $44,803 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $262,494 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $197,104 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $38,856 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $158,248 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,211 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $232 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $979 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $40,550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,767 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $32,783 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,348,851 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $851,579 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $459,746 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $434,841 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $64,852 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $47,342 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $49,009 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $11,779 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $11,779 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $13,540 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $2,593 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $9,878 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $225,525 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $13,803 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $218,419 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,379,264 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,182,103 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,793,607 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,344,304 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,344,304 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,723,568 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,182,103 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,137,911 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,527,820 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,439,780 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,018,659 | CashBOYAmt |
| Cash EOY | $374,153 | CashEOYAmt |
| Cash EOYFMV | $374,153 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,540,176 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,059,733 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,059,733 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $61,449 | AcctRcvblAmt |
| Acct Rcvbl BOY | $118,588 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $61,449 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $61,449 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $61,949 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $70,485 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $70,485 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $104,886,239 | CorporateStockBOYAmt |
| Corporate Stock EOY | $113,755,899 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $141,973,008 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $59,442,991 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $56,535,387 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $67,979,157 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,765,821 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $597,868 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,216,962 | LandBOYAmt |
| Land EOY | $1,167,953 | LandEOYAmt |
| Land EOYFMV | $1,167,953 | LandEOYFMVAmt |
| Total Assets BOY | $169,285,564 | TotalAssetsBOYAmt |
| Total Assets EOY | $177,025,059 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $216,685,938 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $40,432 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $511,952 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $653,658 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $511,952 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $694,090 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $168,773,612 | CapitalStockBOYAmt |
| Capital Stock EOY | $176,330,969 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $168,773,612 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $176,330,969 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $169,285,564 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $177,025,059 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $168,773,612 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,527,820 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,089,748 | OtherIncreasesAmt |
| Subtotal | $182,391,180 | SubtotalAmt |
| Other Decreases | $6,060,211 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $176,330,969 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (43 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| SEE STATEMENT 15 FOR NOTE ON DATES ACQUIRED/SOLD AND DETAILS | P | $0 | $0 | ||
| J.P. MORGAN A17113001 - SEE NOTE 15 | P | $133,840 | $133,840 | $1,151,115 | $1,017,275 |
| J.P. MORGAN A17113001 - SEE NOTE 15 | P | $2,038,850 | $2,038,850 | $4,058,132 | $2,019,282 |
| J.P. MORGAN A17115006 - SEE NOTE 15 | P | $0 | $0 | ||
| J.P. MORGAN A17115006 - SEE NOTE 15 | P | $0 | $0 | ||
| J.P. MORGAN A17121004 - SEE NOTE 15 | P | $0 | $0 | ||
| J.P. MORGAN A17121004 - SEE NOTE 15 | P | $0 | $0 | ||
| J.P. MORGAN A17123000 - SEE NOTE 15 | P | -$7,583 | -$7,583 | $1,500,000 | $1,507,583 |
| J.P. MORGAN A17123000 - SEE NOTE 15 | P | $0 | $0 | ||
| J.P. MORGAN A17124008 - SEE NOTE 15 | P | $0 | $0 | ||
| J.P. MORGAN A17124008 - SEE NOTE 15 | P | $0 | $0 | ||
| J.P. MORGAN A17126003 - SEE NOTE 15 | P | $0 | $0 | ||
| J.P. MORGAN A17126003 - SEE NOTE 15 | P | $0 | $0 | ||
| J.P. MORGAN A17127001 - SEE NOTE 15 | P | $0 | $0 | ||
| J.P. MORGAN A17127001 - SEE NOTE 15 | P | $0 | $0 | ||
| J.P. MORGAN A17128009 - SEE NOTE 15 | P | $0 | $0 | ||
| J.P. MORGAN A17128009 - SEE NOTE 15 | P | $235,778 | $235,778 | $7,500,000 | $7,264,222 |
| J.P. MORGAN S17129007 - SEE NOTE 15 | P | $0 | $0 | ||
| J.P. MORGAN S17129007 - SEE NOTE 15 | P | $0 | $0 | ||
| J.P. MORGAN A23625006 - SEE NOTE 15 | P | $2,122,312 | $2,122,312 | $2,122,312 | |
| J.P. MORGAN A23625006 - SEE NOTE 15 | P | $0 | $0 | ||
| J.P. MORGAN A31866006 - SEE NOTE 15 | P | $455,826 | $455,826 | $4,000,000 | $3,544,174 |
| J.P. MORGAN A31866006 - SEE NOTE 15 | P | $465,082 | $465,082 | $4,000,000 | $3,534,918 |
| J.P. MORGAN A51324001 - SEE NOTE 15 | P | $0 | $0 | ||
| J.P. MORGAN A51324001 - SEE NOTE 15 | P | $0 | $0 | ||
| J.P. MORGAN A73745001 - SEE NOTE 15 | P | $0 | $0 | ||
| J.P. MORGAN A73745001 - SEE NOTE 15 | P | $0 | $0 | ||
| J.P. MORGAN A89846009 - SEE NOTE 15 | P | $0 | $0 | ||
| J.P. MORGAN A89846009 - SEE NOTE 15 | P | $0 | $0 | ||
| J.P. MORGAN N96259002 - SEE NOTE 15 | P | $0 | $0 | ||
| J.P. MORGAN N96259002 - SEE NOTE 15 | P | $0 | $0 | ||
| J.P. MORGAN Q84817008 - SEE NOTE 15 | P | $0 | $0 | ||
| J.P. MORGAN Q84817008 - SEE NOTE 15 | P | $0 | $0 | ||
| J.P. MORGAN B60086000 - SEE NOTE 15 | P | $0 | $0 | ||
| J.P. MORGAN B60086000 - SEE NOTE 15 | P | $0 | $0 | ||
| J.P. MORGAN B60087008 - SEE NOTE 15 | P | $0 | $0 | ||
| J.P. MORGAN B60087008 - SEE NOTE 15 | P | $0 | $0 | ||
| J.P. MORGAN B60088006 - SEE NOTE 15 | P | $0 | $0 | ||
| J.P. MORGAN B60088006 - SEE NOTE 15 | P | $0 | $0 | ||
| J.P. MORGAN N95810003 - SEE NOTE 15 | P | $0 | $0 | ||
| J.P. MORGAN N95810003 - SEE NOTE 15 | P | $0 | $0 | ||
| J.P. MORGAN PRIVATE EQUITY - SEE NOTE 15 | P | $3,834,496 | $3,834,496 | $3,834,496 | |
| J.P. MORGAN CAPITAL GAIN DISTRIBUTIONS - SEE NOTE 15 | P | $4,291,631 | $4,291,631 | $4,291,631 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,570,232 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $242,413 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $242,413 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $242,413 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $323,776 | 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 | $323,776 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $81,363 | OverpaymentAmt |
| Applied To ES Tax | $81,363 | 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.CASTLEFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARLTON KC AU | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8082638900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1197 AULOA ROAD | AddressLine1Txt |
| City | KAILUA | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96734 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (12 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 |
|---|---|---|---|---|---|---|---|---|
| JAMES C MCINTOSH | ||||||||
| 1197 AULOA ROAD | KAILUA | HI | 96734 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| JAMES H MCINTOSH | ||||||||
| 1197 AULOA ROAD | KAILUA | HI | 96734 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| HENRY M D'OLIER | ||||||||
| 1197 AULOA ROAD | KAILUA | HI | 96734 | DIRECTOR/CHAIRMAN | 2.00 | $0 | $0 | $0 |
| DR CLAIRE L ASAM | ||||||||
| 1197 AULOA ROAD | KAILUA | HI | 96734 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| DR KITTREDGE A BALDWIN | ||||||||
| 1197 AULOA ROAD | KAILUA | HI | 96734 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| CORBETT AK KALAMA | ||||||||
| 1197 AULOA ROAD | KAILUA | HI | 96734 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| DEE JAY A MAILER | ||||||||
| 1197 AULOA ROAD | KAILUA | HI | 96734 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| ERIC K YEAMAN | ||||||||
| 1197 AULOA ROAD | KAILUA | HI | 96734 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| CARLTON KC AU | ||||||||
| 1197 AULOA ROAD | KAILUA | HI | 96734 | VP/TREASURER/CFO | 8.00 | $106,751 | $15,005 | $0 |
| SUSAN L SUMIDA | ||||||||
| 1197 AULOA ROAD | KAILUA | HI | 96734 | SECRETARY | 5.00 | $21,802 | $3,413 | $0 |
| TERRENCE R GEORGE | ||||||||
| 1197 AULOA ROAD | KAILUA | HI | 96734 | PRESIDENT/CEO | 40.00 | $387,773 | $60,721 | $0 |
| ALEXANDER HARRIS | ||||||||
| 1197 AULOA ROAD | KAILUA | HI | 96734 | VICE PRESIDENT OF PROGRAMS | 40.00 | $233,231 | $35,501 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| DENNIS ERIC CO | ||||||||
| 1197 AULOA ROAD | KAILUA | HI | 96734 | SR PGM OFFICER FOR O | 40.00 | $160,180 | $42,324 | $0 |
| ANN MATSUKADO | ||||||||
| 1197 AULOA ROAD | KAILUA | HI | 96734 | CONTROLLER & GRANTS | 20.00 | $89,606 | $30,919 | $0 |
| LINDA MEKARU | ||||||||
| 1197 AULOA ROAD | KAILUA | HI | 96734 | ACCOUNTANT | 20.00 | $57,511 | $9,221 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| JP MORGAN CHASE BANK NA | |||||
| 2029 CENTURY PARK EAST 39TH FLOOR | LOS ANGELES | CA | 90067 | INVESTMENT ADVISORY | $274,389 |
| LEARNING FOR ACTION | |||||
| 170 CAPP STREET SUITE C | SAN FRANCISCO | CA | 94110 | CONSULTING | $228,883 |
| KALLIOPE LLC | |||||
| 45-208 WENA STREET | KANEOHE | HI | 96744 | CONSULTING | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $201,914,401 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,476,863 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $384,017 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $206,775,281 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $206,775,281 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,101,629 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $203,673,652 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,183,683 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,183,683 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $242,413 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $242,413 | TotalTaxAmt |
| Distributable Before Adj | $9,941,270 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $9,941,270 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $9,941,270 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,137,911 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $9,137,911 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,941,270 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $8,832,777 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,137,911 | QualifyingDistributionsAmt |
| Applied To Year1 | $8,832,777 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $305,134 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $9,636,136 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ANN MATSUKADO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1197 AULOA ROAD | AddressLine1Txt |
| City | KAILUA | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96734 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8082638920 | RecipientPhoneNum |
| Form And Info And Materials | SEE STATEMENT 16 - ATTACHMENT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE STATEMENT 16 - ATTACHMENT | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE STATEMENT 16 - ATTACHMENT | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (102 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ISG SAMUEL SOLOMON | |||||||
| 211 CARPENTER STERET | WAHIAWA | HI | 96786 | GOV | INSTRUCTIONAL INNOVATION GRANT FOR CROSS-CURRICULAR REMOTE ROBOTICS THAT DEVELOPS 21ST CENTURY SKILLS [5385; PC] | $22,500 | |
| 50CAN | |||||||
| 1380 MONROE ST NW 413 | WASHINGTON | DC | 20010 | PC | GENERAL OPERATING FUND SUPPORT FOR HAWAIIKIDSCAN [5429; PC] | $75,000 | |
| ADULT FRIENDS FOR YOUTH | |||||||
| 3375 KOAPAKA STREET | HONOLULU | HI | 96819 | PC | MOBILE RELIEF AND STUDENT LEARNING CENTER HUB [5114; PC] | $32,000 | |
| AIKAHI ELEMENTARY SCHOOL | |||||||
| 281 ILIHAU STREET | KAILUA | HI | 96734 | GOV | INSTRUCTIONAL INNOVATION GRANT TO CREATE AN OUTDOOR MAKERSPACE [5377; PC] | $22,500 | |
| ALTERNATIVE STRUCTURES INTERNATIONAL | |||||||
| 86-660 LUALUALEI HOMESTEAD ROAD | WAIANAE | HI | 96792 | PC | ASI WAIMANALO EMERGENCY SHELTER'S BUILDING 6 FOUNDATION REINFORCEMENT [5422; PC] | $68,000 | |
| ASU FOUNDATION | |||||||
| PO BOX 2260 | TEMPE | AZ | 85280 | PC | SCIENCE IN SUPPORT OF IMPLEMENTING STATEWIDE FISHERIES RULES FOR HERBIVOROUS FISHES, A PROPOSAL BY THE HAWAI'I MONITORING AND REPORTING COLLABORATIVE (HIMARC) [5191; PC] | $44,755 | |
| BLUE PLANET FOUNDATION | |||||||
| 55 MERCHANT ST 17TH FLOOR | HONOLULU | HI | 96813 | PC | STORYTELLING TO UNLOCK CLIMATE ACTION [5357; PC] | $25,000 | |
| BOYS & GIRLS CLUB OF HAWAII | |||||||
| 345 QUEEN STREET SUITE 900 | HONOLULU | HI | 96826 | PC | WHATEVER IT TAKES TO BUILD GREAT FUTURES AMID A GLOBAL PANDEMIC: POSITIONING THE WINDWARD BOYS & GIRLS CLUBHOUSE AS A COMMUNITY LEARNING HUB [5177; PC] | $40,000 | |
| CENTER FOR TOMORROW'S LEADERS | |||||||
| 677 ALA MOANA BLVD SUITE 1100 | HONOLULU | HI | 96813 | PC | RESILIENT HAWAII POWERED BY RESILIENT YOUNG LEADERS. SUPPORT TO EXPAND CTL'S HIGH SCHOOL AND POST-HIGH PROGRAMMING [5197; PC] | $115,000 | |
| COLLABORATIVE SUPPORT SERVICES (CSS) | |||||||
| 700 BISHOP STREET SUITE 1701 | HONOLULU | HI | 96813 | PC | COMMIT TO KEIKI 2022 [5418; PC] | $50,000 | |
| CONSERVATION INTERNATIONAL | |||||||
| 2011 CRYSTAL DRIVE SUITE 500 | ARLINGTON | VA | 22202 | PC | HAWAII GREEN PASSPORT INITIATIVES; PHASE III: GENERAL SUPPORT TO IMPROVE CAPACITY TO LAUNCH A SUCCESSFUL ADVOCACY CAMPAIGN FOR A HAWAII GREEN FEE [5169; PC] | $75,000 | |
| COUNCIL FOR NATIVE HAWAIIAN ADVANCEMENT | |||||||
| 33 SOUTH KING STREET SUITE 513 | HONOLULU | HI | 93813 | PC | TO PREVENT HOMELESSNESS AND SECURE HOUSING STABILITY FOR WINDWARD OAHU FAMILIES HIT HARDEST BY THE COVID-19 PANDEMIC THROUGH RENTAL AND UTILITY RELIEF [5454; PC] | $33,333 | |
| DANIEL K INOUYE ELEMENTARY SCHOOL | |||||||
| 1 AYERS AND WAIANAE AVENUE | WAHIAWA | HI | 96786 | GOV | INSTRUCTIONAL INNOVATION GRANT TO PROVIDE A QUALITY DISTANCE LEARNING OPTION FOR THE ENTIRE COMPLEX AREA [5372; PC] | $15,800 | |
| ELEMENTAL EXCELERATOR | |||||||
| 1099 ALAKEA STREET SUITE 1250 | HONOLULU | HI | 96813 | PC | ROOT FOR INNOVATION IN HAWAII [5183; PC] | $57,720 | |
| HALE MAKUA HEALTH SERVICES | |||||||
| 472 KAULANA STREET | KAHULUI | HI | 96732 | PC | MAUI HEALTHCARE PATHWAYS SYSTEM [5095; PC] | $25,000 | |
| HAWAII ALLIANCE OF NONPROFIT ORGANIZATIONS | |||||||
| 1020 SOUTH BERETANIA STREET 2ND | HONOLULU | HI | 96814 | PC | CORE SUPPORT TO INCREASE HANO'S ABILITY TO STRENGTHEN AND UNITE THE NONPROFIT SECTOR AS A COLLECTIVE FORCE TO IMPROVE THE QUALITY OF LIFE IN HAWAI`I [4252; PC] | $15,000 | FLOOR |
| HAWAII COMMUNITY FOUNDATION (HCF) | |||||||
| 827 FORT STREET MALL | HONOLULU | HI | 96813 | PC | WAI MAOLI: FRESH WATER INITIATIVE PHASE 3 SUPPORT [4456; PC] | $50,000 | |
| HAWAII COMMUNITY FOUNDATION (HCF) | |||||||
| 827 FORT STREET MALL | HONOLULU | HI | 96813 | PC | PARTNERING TO ADVANCE HAWAI'I'S MARINE 30X30 INITIATIVE PHASE I: BUILDING A POOLED FIELD OF INTEREST FUND [5046; PC] | $500,000 | |
| HAWAII COMMUNITY FOUNDATION (HCF) | |||||||
| 827 FORT STREET MALL | HONOLULU | HI | 96813 | PC | HAWAII WORKFORCE DEVELOPMENT FUNDER COLLABORATIVE [5190; PC] | $50,000 | |
| HAWAII COMMUNITY FOUNDATION (HCF) | |||||||
| 827 FORT STREET MALL | HONOLULU | HI | 96813 | PC | PILINA FUND [5268; PC] | $200,000 | |
| HAWAII CONSERVATION ALLIANCE FOUNDATION | |||||||
| 1601 EAST-WEST ROAD JAB 2044 | HONOLULU | HI | 968481601 | PC | AHUPUA'A ACCELERATOR INITIATIVE PROJECT [5000; PC] | $200,000 | |
| HAWAII DATA COLLABORATIVE | |||||||
| 745 FORT STREET MAILL SUITE 1450 | HONOLULU | HI | 96813 | PC | HAWAII DATA COLLABORATIVE SUPPORT FOR 2021 KO'OLAU EVICTION PREVENTION PROGRAM [5235; PC] | $20,000 | |
| HAWAII DEPARTMENT OF EDUCATION KAILUA KALAHEO COMPLEX AREA | |||||||
| WINDWARD OAHU DISTRICT OFFICE | KANEOHE | HI | 96744 | GOV | KAILUA-KALAHEO COMPLEX AREA AIR CONDITIONING SUPPORT: COOLING DOWN OUR CLASSROOMS TO CREATE MORE IDEAL 21ST CENTURY LEARNING ENVIRONMENTS [4824; GOV] | $30,000 | 46-169 KAMEHAMEHA HIGHWAY |
| HAWAII HOMELESS HEALTHCARE HUI (H4) | |||||||
| 1301 PUNCHBOWL STREET | HONOLULU | HI | 96813 | PC | KANEOHE JOINT OUTREACH CENTER [4689; PC] | $50,000 | |
| HAWAII LITERACY INC | |||||||
| 245 NORTH KUKUI STREET SUITE 202 | HONOLULU | HI | 96817 | PC | INTENSIVE ACADEMIC TUTORING WITH HAWAII LITERACY [5215; PC] | $74,022 | |
| HAWAII STATE BOARD OF EDUCATION | |||||||
| 1390 MILLER STREET | HONOLULU | HI | 96813 | GOV | CONTRACTING THE NATIONAL ASSOCIATION OF STATE BOARDS OF EDUCATION TO SUPPORT PUBLIC EDUCATION GOVERNANCE, STRATEGIC DIRECTION, LEADERSHIP DEVELOPMENT, AND EXECUTIVE SEARCH IN HAWAII [5442; GOV] | $60,000 | |
| HAWAII TECHNOLOGY ACADEMY | |||||||
| 94-450 MOKUOLA STREET 200 | WAIPAHU | HI | 96797 | PC | EXPAND HAWAII TECHNOLOGY ACADEMY'S CAREER-BASED EDUCATION MODEL (CBEM) [5140; PC] | $45,000 | |
| HAWAII WORKFORCE PIPELINE | |||||||
| 726 KALOLINA PLACE | KAILUA | HI | 96734 | PC | WINDWARD WORK-BASED LEARNING INITIATIVE [5152; PC] | $80,806 | |
| HAWAIIAN COMMUNITY ASSETS INC | |||||||
| 200 N VINEYARD BLVD | HONOLULU | HI | 96817 | PC | FINANCIAL COUNSELING FOR WINDWARD OAHU RESIDENTS AT RISK OF EVICTION [5404; PC] | $50,000 | |
| HAWAIIAN COMMUNITY ASSETS INC | |||||||
| 200 N VINEYARD BLVD | HONOLULU | HI | 96817 | PC | WINDWARD OAHU HOMEOWNER UTILITY ASSISTANCE FUND [5436; PC] | $121,500 | |
| HAWAIIAN ISLAND LAND TRUST (HILT) | |||||||
| 126 QUEEN STREET SUITE 306 | HONOLULU | HI | 96813 | PC | WINDWARD O'AHU WAHI PANA INITIATIVE (PHASE 2) [5185; PC] | $100,000 | |
| HEALTHY CLIMATE COMMUNITIES | |||||||
| 1006 MOKULUA DRIVE | KAILUA | HI | 96734 | PC | COMMUNITY FORESTRY ON THE WATERSHED OF HAMAKUA MARSH AND CLIMATE CHANGE EDUCATION [4797; PC] | $20,000 | |
| HI FUSIONED (ISIS HAWAII) | |||||||
| PO BOX 10653 | HONOLULU | HI | 96816 | PC | CODING EXPERIENCES FOR HAWAII'S MIDDLE AND HIGH SCHOOL STUDENTS [5219; PC] | $25,000 | |
| HO'ALA FOUNDATION FOR EDUCATION | |||||||
| PO BOX 240839 | HONOLULU | HI | 96824 | PC | AWAKENING WISDOM SCHOOL CULTURE TRANSFORMATION FOR SOCIAL EMOTIONAL WELLBEING FOR KAHUKU HIGH AND INTERMEDIATE SCHOOLS [5263; PC] | $20,000 | |
| HO'IWAI FUND | |||||||
| 1401 WILHELMINA RISE | HONOLULU | HI | 96816 | PC | ONE TIME CORE SUPPORT TO LAUNCH THE FUNDER HUI [5409; PC] | $10,000 | |
| HOOKUAAINA | |||||||
| PO BOX 342146 | KAILUA | HI | 96734 | PC | SUPPORT FOR THE PILOT YEAR FOR A HOOKUAAINA APPRENTICESHIP TO INCREASE COLLEGE ACCESS AND NATURAL RESOURCE STEWARDSHIP AND LEADERSHIP SKILLS FOR WINDWARD OAHU YOUTH [4633; PC] | $65,176 | |
| HUI MALAMA O KE KAI FOUNDATION | |||||||
| 41-477 HIHIMANU STREET | WAIMANALO | HI | 96795 | PC | WYLF YOUTH GRANT: MALAMA INOAOLE KAHAWAI [4560; PC] | $4,980 | |
| HUI O HAUULA | |||||||
| PO BOX 264 | HAUULA | HI | 96717 | PC | CASTLE FOUNDATION EVICTION PREVENTION & RAPID REHOUSING PROGRAN [5240; PC] | $170,980 | |
| INSPIRE INTERNATIONAL | |||||||
| 94-877 LUMIAINA STREET BLDG 12 | WAIPAHU | HI | 96797 | PC | TO MATCH AN EMPLOYEE CONTRIBUTION MADE BY ANN MATSUKADO [5483; PC] | $2,500 | |
| INSTITUTE FOR HUMAN SERVICES INC | |||||||
| 546 KAAAHI STREET | HONOLULU | HI | 96817 | PC | IHS WINDWARD OAHU EVICTION PROGRAM [5246; PC] | $123,002 | |
| KAHULUI ELEMENTARY SCHOOL | |||||||
| 410 HINA AVENUE | KAHULUI | HI | 96732 | GOV | KAHULUI ELEMENTARY SCHOOL INSTRUCTIONAL INNOVATION GRANT [5344; PC] | $20,800 | |
| KAILUA INTERMEDIATE SCHOOL | |||||||
| 145 SOUTH KAINALU DRIVE | KAILUA | HI | 96734 | GOV | INSTRUCTIONAL INNOVATION GRANT TO SUPPORT THE DEVELOPMENT OF AN ON-CAMPUS HEALTH & WELLNESS PERFORMANCE CENTER [5359; PC] | $23,319 | |
| KALAHEO HIGH SCHOOL | |||||||
| 730 ILIAINA STREET | KAILUA | HI | 96734 | GOV | WYLF YOUTH GRANT: KALAHEO CLASS OF 2021 COMMUNITY SERVICE PROJECT [5277; NC] | $2,420 | |
| KALANIHALE | |||||||
| 89-1831 MILOLII ROAD | CAPTAIN COOK | HI | 96704 | PC | ADVANCING COMMUNITY-BASED MARINE CONSERVATION IN MILOLII [4957; PC] | $25,000 | |
| KAMAILE PUBLIC CHARTER SCHOOL | |||||||
| 85-180 ALA AKAU ST | WAIANAE | HI | 96792 | GOV | INSTRUCTIONAL INNOVATION GRANT TO REDESIGN AND LAUNCH 'AINA AND KAI STEM UNITS [5396; PC] | $22,500 | |
| KANEHUNAMOKU VOYAGING ACADEMY | |||||||
| 47-705 KAMEHAMEHA HWY UNIT A | KANEOHE | HI | 96744 | PC | SUPPORT FOR KE ALA O KANALOA, AN INITIATIVE TO INCREASE THE IMPACT AND FINANCIAL SUSTAINABILITY OF THIS ORGANIZATION'S WORK TO PROVIDE OCEAN, CULTURE, AND WORK-BASED LEARNING EXPERIENCES FOR WINDWARD OAHU YOUTH [4390; PC] | $173,460 | |
| KANOELANI ELEMENTARY SCHOOL | |||||||
| 94-1091 OLI LOOP | WAIPAHU | HI | 96797 | GOV | INSTRUCTIONAL INNOVATION GRANT TO EXPAND HIGH QUALITY PROJECT-BASED LEARNING [5360; PC] | $24,955 | |
| KANU HAWAII | |||||||
| 1050 QUEEN STREET SUITE 100 | HONOLULU | HI | 968144130 | PC | SOCIALIZING HAWAII'S PLEDGE TO OUR KEIKI IN SUPPORT OF A POTENTIAL GREEN FEE [4947; PC] | $50,000 | |
| KAPILI LIKE HAWAII | |||||||
| PO BOX 155 | WAIMANALO | HI | 96795 | PC | ORGANIZATIONAL CAPACITY-BUILDING SUPPORT TO INCREASE THE SCALE AND IMPACT OF THE KAPILI LIKE TRADES ACADEMY [5128; PC] | $7,000 | |
| KAPOLEI HIGH SCHOOL | |||||||
| 91-5007 KAPOLEI PARKWAY | KAPOLEI | HI | 96707 | GOV | INSTRUCTIONAL INNOVATION GRANT TO TARGET NINTH GRADE SCIENCE [5380;PC] | $3,833 | |
| KAULUAKALANA | |||||||
| PO BOX 833 | KAILUA | HI | 96734 | PC | SUPPORT FOR HOOLANA, A PROJECT TO LAUNCH A NEW 'AINA-BASED EDUCATION NONPROFIT ORGANIZATION IN KAILUA [4728; PC] | $65,000 | |
| KAWAIAHAO CHURCH | |||||||
| 957 PUNCHBOWL STREET | HONOLULU | HI | 96813 | PC | KAWAIHAO BICENTENNIAL CELEBRATION [5001; PC] | $40,000 | |
| KEALAKEHE HIGH SCHOOL | |||||||
| 74-5000 PUOHULIHULI STREET | KAILUAKONA | HI | 96740 | GOV | INSTRUCTIONAL INNOVATION GRANT TO SUPPORT FRESHMAN EXPERIENCES [5362; PC] | $22,500 | |
| KIPAHULU OHANA INC | |||||||
| PO BOX 454 | HANA | HI | 96713 | PC | KIPAHULU MOKU COMMUNITY BASED SUBSISTENCE FISHING AREA, PHASE II [4933; PC] | $20,000 | |
| KUAAINA ULU AUAMO (KUA) | |||||||
| 47-200 WAIHEE RD | KANEOHE | HI | 96744 | PC | I KU HULUHULU (PULL/HAUL TOGETHER WITH ALL YOUR MIGHT): CORE SUPPORT TO CONVENE AND PROVIDE TECHNICAL SUPPORT FOR THREE NETWORKS TOTALING 74 COMMUNITIES WORKING TO RESTORE THE HEALTH OF NEARSHORE FISHERIES IN HAWAII [4397; PC] | $364,500 | |
| KUALOA-HEEIA ECUMENICAL YOUTH PROJECT (KEY) | |||||||
| 47-200 WAIHEE RD | KANEOHE | HI | 96744 | PC | WINDWARD EVICTION PREVENTION PROGRAM [5244; PC] | $110,000 | |
| LANAKILA PACIFIC | |||||||
| 1809 BACHELOT STREET | HONOLULU | HI | 96817 | PC | LANAKILA PACIFIC CAREERS IN TECHNOLOGY PROGRAM [5020; PC] | $12,500 | |
| LEGAL AID SOCIETY | |||||||
| 924 BETHEL STREET | HONOLULU | HI | 96813 | PC | WINDWARD OAHU EVICTION PREVENTION PROJECT - LEGAL SERVICES SUPPORT [5230; PC] | $95,000 | |
| MALAMA HONUA PUBLIC CHARTER SCHOOL FOUNDATION | |||||||
| 41-054 EHUKAI STREET | WAIMANALO | HI | 96795 | PC | TO SERVE WAIMANALO AND THE STATE OF HAWAII THROUGH A MHPCS AND UH CTAHR P-20 COLLABORATION THAT ESTABLISHES A SCHOOL SITE FOR STUDENTS, EDUCATORS, AND COMMUNITY MEMBERS [4193; PC] | $59,200 | |
| MALAMA HONUA PUBLIC CHARTER SCHOOL FOUNDATION | |||||||
| 41-054 EHUKAI STREET | WAIMANALO | HI | 96795 | PC | WYLF YOUTH PROJECT: RESTORING PUHA STREAM IN WAIMANALO [4939; PC] | $4,175 | |
| MALAMA MAUNALUA | |||||||
| PO BOX 240421 | HONOLULU | HI | 96824 | PC | IMPROVING STORMWATER RUNOFF IN THE MAUNALUA BAY REGION [5005; PC] | $12,400 | |
| MARIMED FOUNDATION | |||||||
| 45-025 LIKEKE PLACE | KANEOHE | HI | 96744 | PC | SUPPORT FOR EMERGENCY HAUL-OUT AND REPAIRS OF MARIMED FOUNDATION'S SSV MAKANI OLU [5155; PC] | $25,000 | |
| MARSHALLESE COMMUNITY ORGANIZATION OF HAWAII | |||||||
| PO BOX 1242 | HONOLULU | HI | 96807 | PC | UNSOLICITED GRANT TO THE MARSHALLESE COMMUNITY ORGANIZATION OF HAWAII FOR THE MICRONESIAN SUMMER PROGRAM [5406; PC] | $15,000 | |
| MOLOKAI HIGH AND INTERMEDIATE SCHOOL | |||||||
| PO BOX 158 | HOOLEHUA | HI | 96729 | GOV | INSTRUCTIONAL INNOVATION GRANT TO RETHINK OLD ADVISING STRUCTURES WITH A NEW INSTRUCTIONAL MODEL [5369; PC] | $25,000 | |
| NANAIKAPONO ELEMENTARY SCHOOL | |||||||
| 89-153 MANO AVE | WAIANAE | HI | 96792 | GOV | INSTRUCTIONAL INNOVATION GRANT FOR KAHUA 'O MALI'O - A MULTI-FUNCTIONAL THERAPEUTIC STUDENT CENTER [5386; PC] | $22,500 | |
| NATIVE STORIES | |||||||
| 41-222 ILAUHOLE STREET | WAIMANALO | HI | 96795 | PC | TO SUPPORT THE 'OPIO PROGRAM IN WINDWARD OAHU [4929; PC] | -$1,147 | |
| OAHU ECONOMIC DEVELOPMENT BOARD | |||||||
| 735 BISHOP ST SUITE 424 | HONOLULU | HI | 96813 | PC | ALOHA + CHALLENGE: IMPACT IN THE DECADE OF ACTION. 2020-2021 MEMBERSHIP DUES [5047; PC] | $16,000 | |
| PALAMA SETTLEMENT | |||||||
| 810 N VINEYARD BLVD | HONOLULU | HI | 96817 | PC | CENTER FOR INNOVATION DIGITAL ARTS ACADEMY AT PALAMA SETTLEMENT [5434; PC] | $45,000 | |
| PARTNERS IN CARE - OAHU'S CONTINUUM OF CARE | |||||||
| 200 NORTH VINEYARD BLVD SUITE A210 | HONOLULU | HI | 96817 | PC | OAHU HOUSING NOW [5259; PC] | $75,000 | |
| PBL WORKS | |||||||
| 3 HAMILTON LANDING SUITE 220 | NOVATO | CA | 94949 | PC | SCALING HIGH QUALITY PBL IN HAWAII - EXPANDING AND DEEPENING LEADERSHIP TRAINING IN COHORTS 4 AND 5 [5294; PC] | $60,102 | |
| PILINA EDUCATION ALLIANCE | |||||||
| 928 17TH AVE | HONOLULU | HI | 96816 | PC | OCEANIT HIGH - A HIGH SCHOOL CAREER-BASED LEARNING PROGRAM [5398; PC] | $100,000 | |
| POLYNESIAN VOYAGING SOCIETY | |||||||
| 10 SAND ISLAND PARKWAY | HONOLULU | HI | 96819 | PC | POSITIONING PVS: VOYAGING; PROGRAM IMPACT; AND ORGANIZATIONAL STRENGTH [5036; PC] | $60,000 | |
| POLYNESIAN VOYAGING SOCIETY | |||||||
| 10 SAND ISLAND PARKWAY | HONOLULU | HI | 96819 | PC | TO MATCH AN EMPLOYEE CONTRIBUTION MADE BY ERIC CO [5488; PC] | $250 | |
| PUBLIC SCHOOLS OF HAWAII FOUNDATION | |||||||
| PO BOX 4148 | HONOLULU | HI | 96812 | PC | FOR A UNSOLICITED GRANT OF $1,000 PER YEAR IN LIEU OF PURCHASING SEATS OR A TABLE AT THE ANNUAL KULIA I KA NU'U (STRIVE FOR THE HIGHEST) AWARDS BANQUET [4360; PC] | $5,000 | |
| RESIDENTIAL YOUTH SERVICES & EMPOWERMENT | |||||||
| 42-470 KALANIANAOLE HWY | KAILUA | HI | 96734 | PC | UNSOLICITED GRANT TO RYSE HAWAII FOR GENERAL OPERATING SUPPORT. [5181; PC] | $5,000 | |
| RESOURCES LEGACY FUND | |||||||
| 555 CAPITOL MALL SUITE 1095 | SACRAMENTO | CA | 95814 | PC | BUILDING 30X30 PHASE II [5035; PC] | $45,000 | |
| RESOURCES LEGACY FUND | |||||||
| 555 CAPITOL MALL SUITE 1095 | SACRAMENTO | CA | 95814 | PC | STRENGTHENING HOLOMUA PHASE III FUNDING: MARINE 30X30 [5282; PC] | $38,000 | |
| SAVE THE WAVVES COALITION | |||||||
| 849 ALMAR AVENUE SUITE C 163 | SANTA CRUZ | CA | 95060 | PC | TO MATCH AN EMPLOYEE CONTRIBUTION MADE BY ERIC CO [5489; PC] | $250 | |
| SCIENCE CAMPS OF AMERICA | |||||||
| PO BOX 5031 | KANEOHE | HI | 96744 | PC | EARTH CAMP: LAND, SEA, AIR, & SPACE [5199;PC] | $10,000 | |
| SEEQS FOUNDATION | |||||||
| 1728 NUUANU AVENUE | HONOLULU | HI | 96817 | PC | INSTRUCTIONAL INNOVATION GRANT TO DEVELOP A LIBRARY OF HIGH-QUALITY CURRICULAR UNITS [5383; PC] | $22,500 | |
| STATE HIGHER EDUCATION EXECUTIVE OFFICERS ASSOCIATION | |||||||
| 3035 CENTER GREEN DRIVE SUITE 100 | BOULDER | CO | 80301 | PC | SUPPORT FOR PARTICIPATION IN ATTAINMENT ACADEMY 2.0: ACHIEVING EQUITABLE ECONOMIC RECOVERY THROUGH POSTSECONDARY ATTAINMENT OF HAWAII'S 55 BY 25 GOAL [5432; PC] | $35,000 | |
| SUSTAINABLE MOLOKAI | |||||||
| PO BOX 250 | KAUNAKAKAI | HI | 96748 | PC | TO MATCH AN EMPLOYEE CONTRIBUTION MADE BY ERIC CO [5487; PC] | $250 | |
| TEACH FOR AMERICA (TFA) | |||||||
| 500 ALA MOANA BLVD SUITE 3-580 | HONOLULU | HI | 96813 | PC | SUPPORT TO SUSTAIN TEACH FOR AMERICA-HAWAI'I'S WORK TO CLOSE THE ACHIEVEMENT GAP [4585; PC] | $150,000 | |
| THE CHAMBER OF COMMERCE OF HAWAII | |||||||
| 1132 BISHOP STREET SUITE 2105 | HONOLULU | HI | 968132813 | PC | PHASE 2.0 WORK-BASED LEARNING SYSTEM-BUILDING AND REGIONAL INTERMEDIARY PROJECT [5184; PC] | $85,000 | |
| THE MEDIATION CENTER OF THE PACIFIC INC | |||||||
| 680 IWILEI ROAD SUITE 530 | HONOLULU | HI | 96817 | PC | WINDWARD OAHU LANDLORD-TENANT MEDIATION PROJECT [5233; PC] | $100,000 | |
| THE NATURE CONSERVANCY OF HAWAII | |||||||
| 923 NUUANU AVENUE | HONOLULU | HI | 96817 | PC | E OLA KE KAI, E OLA KAKOU (AS THE OCEAN THRIVES, SO DO WE): 3-YEAR CORE SUPPORT TO TNC-HAWAII MARINE PROGRAM (2020-2022) FOCUSING ON COMMUNITY, STRATEGY AND TECHNICAL EXPERTISE [4861; PC] | $400,000 | |
| UNIVERSITY OF HAWAII | |||||||
| 2440 CAMPUS ROAD BOX 368 | HONOLULU | HI | 968222234 | GOV | CAREER HI-WAY: SMART PATHS TO HAWAII'S IN-DEMAND JOBS [4330; NC] | -$739 | |
| UNIVERSITY OF HAWAII FOUNDATION | |||||||
| PO BOX 11270 | HONOLULU | HI | 968280270 | PC | SUPPORT TO EXPAND THE WINDWARD COMMUNITY COLLEGE EARLY COLLEGE EDUCATION INITIATIVE [4132; PC] | $426,648 | |
| UNIVERSITY OF HAWAII FOUNDATION | |||||||
| PO BOX 11270 | HONOLULU | HI | 968280270 | PC | HAWAII P-20 PATHWAYS INITIATIVE - BUILDING CLEAR AND COHERENT PATHWAYS FOR STUDENT SUCCESS [4635; PC] | $150,000 | |
| UNIVERSITY OF HAWAII FOUNDATION | |||||||
| PO BOX 11270 | HONOLULU | HI | 968280270 | PC | SUPPORT FOR AN EXPANDED AND ENHANCED PAIPAI KOOLAU 13TH YEAR PROGRAM AT WINDWARD COMMUNITY COLLEGE [4695; PC] | $266,231 | |
| UNIVERSITY OF HAWAII FOUNDATION | |||||||
| PO BOX 11270 | HONOLULU | HI | 968280270 | PC | UNIVERSITY OF HAWAII SYSTEM STUDENT FOOD SECURITY INITIATIVE [5010; PC] | $96,000 | |
| UNIVERSITY OF HAWAII FOUNDATION | |||||||
| PO BOX 11270 | HONOLULU | HI | 968280270 | PC | SUPPORT FOR HANA CAREER PATHWAYS IN HEALTHCARE, THAT WILL INCREASE CREDENTIAL AND DEGREE COMPLETION, JOB PLACEMENT AND SOCIOECONOMIC MOBILITY, PARTICULARLY FOR LEARNERS FROM LOW-INCOME BACKGROUNDS [5167; PC] | $50,000 | |
| UNIVERSITY OF HAWAII FOUNDATION | |||||||
| PO BOX 11270 | HONOLULU | HI | 968280270 | PC | SOAR HIGHER - SUPPORT FOR WINDWARD OAHU SCHOOLS TO PARTICIPATE AS A GEAR UP 6-16 MODEL [5173; PC] | $529,240 | |
| UNIVERSITY OF HAWAII FOUNDATION | |||||||
| PO BOX 11270 | HONOLULU | HI | 968280270 | PC | TO PROVIDE FINANCIAL SUPPORT THAT INCREASES MATRICULATION TO WINDWARD COMMUNITY COLLEGE BY DESERVING PUBLIC HIGH SCHOOL STUDENTS IN WINDWARD OAHU [5196; PC] | $150,000 | |
| UNIVERSITY OF HAWAII FOUNDATION | |||||||
| PO BOX 11270 | HONOLULU | HI | 968280270 | PC | INTENSIVE ACADEMIC TUTORING: A PARTNERSHIP BETWEEN HONOLULU COMMUNITY COLLEGE AND FARRINGTON HIGH SCHOOL [5202; PC] | $49,928 | |
| UNIVERSITY OF HAWAII FOUNDATION | |||||||
| PO BOX 11270 | HONOLULU | HI | 968280270 | PC | INTENSIVE STEM TUTORING BETWEEN UH COLLEGE OF ENGINEERING AND CASTLE HIGH SCHOOL [5214; PC] | $26,912 | |
| UNIVERSITY OF HAWAII FOUNDATION | |||||||
| PO BOX 11270 | HONOLULU | HI | 968280270 | PC | UNSOLICITED GRANT TO UNIVERSITY OF HAWAII FOUNDATION FOR LEARNING EVALUATION OF A WINDWARD OAHU EVICTION PREVENTION INITIATIVE [5276; PC] | $53,786 | |
| WAIAHOLE ELEMENTARY SCHOOL | |||||||
| 48-215 WAIAHOLE VALLEY ROAD | KANEOHE | HI | 96744 | GOV | MAUKA TO MAKAI: ENGAGING COMMUNITIES TO RE-DESIGN WAIAHOLE AND KA'A'AWA ELEMENTARY SCHOOLS [5338; PC] | $25,000 | |
| WAIMANALO HEALTH CENTER | |||||||
| 41-1347 KALANIANAOLE HWY | WAIMANALO | HI | 96795 | PC | WINDWARD OAHU EVICTION PREVENTION [5232; PC] | $109,457 | |
| WASTEWATER ALTERNATIVE AND INNOVATIONS | |||||||
| 2927 HIBISCUS PLACE | HONOLULU | HI | 96815 | PC | FINDING SOLUTIONS FOR THE CONVERSION OF HAWAIIS CESSPOOLS [5227;PC] | $50,000 | |
| WINDWARD SCHOOL DISTRICT | |||||||
| 46-169 KAMEHAMEHA HWY | HONOLULU | HI | 96744 | PC | PROJECT BASED LEARNING (PBL) FOR WINDWARD DISTRICT AND ORGANIZATIONS [5426; PC] | $50,000 | |
| YMCA - WINDWARD BRANCH | |||||||
| 1441 PALI HIGHWAY | HONOLULU | HI | 96813 | PC | WINDWARD YMCA MALAMA AINA SERVICE CLUB [4411; PC] | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,344,304 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (44 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 50CAN | |||||||
| 1380 MONROE ST NW 413 | WASHINGTON | DC | 20010 | PC | GENERAL OPERATING FUND SUPPORT FOR HAWAIIKIDSCAN [5429; PC] | $75,000 | |
| BLUE PLANET FOUNDATION | |||||||
| 55 MERCHANT ST 17TH FLOOR | HONOLULU | HI | 96813 | PC | STORYTELLING TO UNLOCK CLIMATE ACTION [5357; PC] | $25,000 | |
| CENTER FOR TOMORROW'S LEADERS | |||||||
| 677 ALA MOANA BLVD SUITE 1100 | HONOLULU | HI | 96813 | PC | RESILIENT HAWAII POWERED BY RESILIENT YOUNG LEADERS. SUPPORT TO EXPAND CTL'S HIGH SCHOOL AND POST-HIGH PROGRAMMING [5197; PC] | $160,000 | |
| COLLABORATIVE SUPPORT SERVICES (CSS) | |||||||
| 700 BISHOP STREET SUITE 1701 | HONOLULU | HI | 96813 | PC | COMMIT TO KEIKI 2022 [5418; PC] | $50,000 | |
| COUNCIL FOR NATIVE HAWAIIAN ADVANCEMENT | |||||||
| 33 SOUTH KING STREET SUITE 513 | HONOLULU | HI | 93813 | PC | TO PREVENT HOMELESSNESS AND SECURE HOUSING STABILITY FOR WINDWARD OAHU FAMILIES HIT HARDEST BY THE COVID-19 PANDEMIC THROUGH RENTAL AND UTILITY RELIEF [5454; PC] | $66,667 | |
| DEPARTMENT OF LAND AND NATURAL RESOURCES | |||||||
| 1151 PUNCHBOWL STREET ROOM 330 | HONOLULU | HI | 968133088 | GOV | TO PROVIDE FUNDS FOR THE STATE OF HAWAII TO PURCHASE REAL PROPERTY THAT IS ADJACENT TO THE ULUPO HEIAU STATE HISTORICAL PARK, REFERRED HEREINAFTER AS THE "HEIAU BUFFER PARCEL," FROM THE YOUNG MEN'S CHRISTIAN ASSOCIATION OF HONOLULU [4900; NC] | $250,000 | |
| HAWAII ALLIANCE OF NONPROFIT ORGANIZATIONS | |||||||
| 1020 SOUTH BERETANIA STREET 2ND | HONOLULU | HI | 96814 | PC | GENERAL OPERATING SUPPORT FOR HANO TO STRENGTHEN AND UNITE THE NONPROFIT SECTOR TO IMPROVE THE QUALITY OF LIFE IN HAWAII [5471; PC] | $150,000 | FLOOR |
| HAWAII APPLESEED CENTER FOR LAW & ECONOMIC JUSTICE | |||||||
| 733 BISHOP STREET | HONOLULU | HI | 96813 | PC | ADVANCING DATA-DRIVEN TAX AND BUDGET INFORMATION TO INCREASE EQUITY AND HELP HAWAII'S LOW-INCOME FAMILIES THRIVE [5463; PC] | $50,000 | |
| HAWAII COMMUNITY FOUNDATION (HCF) | |||||||
| 827 FORT STREET MALL | HONOLULU | HI | 96813 | PC | PARTNERING TO ADVANCE HAWAI'I'S MARINE 30X30 INITIATIVE PHASE I: BUILDING A POOLED FIELD OF INTEREST FUND [5046; PC] | $700,000 | |
| HAWAII COMMUNITY FOUNDATION (HCF) | |||||||
| 827 FORT STREET MALL | HONOLULU | HI | 96813 | PC | HAWAII WORKFORCE DEVELOPMENT FUNDER COLLABORATIVE [5190; PC] | $25,000 | |
| HAWAII COMMUNITY FOUNDATION (HCF) | |||||||
| 827 FORT STREET MALL | HONOLULU | HI | 96813 | PC | PILINA FUND [5268; PC] | $200,000 | |
| HAWAII STATE BOARD OF EDUCATION | |||||||
| 1390 MILLER STREET | HONOLULU | HI | 96813 | GOV | CONTRACTING THE NATIONAL ASSOCIATION OF STATE BOARDS OF EDUCATION TO SUPPORT PUBLIC EDUCATION GOVERNANCE, STRATEGIC DIRECTION, LEADERSHIP DEVELOPMENT, AND EXECUTIVE SEARCH IN HAWAII [5442; GOV] | $15,000 | |
| HAWAII WORKFORCE PIPELINE | |||||||
| 726 KALOLINA PLACE | KAILUA | HI | 96734 | PC | WINDWARD WORK-BASED LEARNING INITIATIVE [5152; PC] | $76,103 | |
| HUI MAHIAI AINA | |||||||
| 41-902 OLUOLU STREET | WAIMANALO | HI | 96795 | PC | WINDWARD COMMUNITY NAVIGATOR PROGRAM - WAIMANALO [5474; PC] | $63,000 | |
| HUI MALAMA O KE KAI FOUNDATION | |||||||
| 41-477 HIHIMANU STREET | WAIMANALO | HI | 96795 | PC | E HO'AKOAKOA: A COMMUNITY & EDUCATIONAL SPACE [5166; PC] | $50,000 | |
| HUI O HAUULA | |||||||
| PO BOX 264 | HAUULA | HI | 96717 | PC | KO'OLAULOA WINDWARD OAHU COMMUNITY ACTION TEAM (CAT) EVICTION PREVENTION & HOUSING PROGRAM [5467; PC] | $125,000 | |
| INSIDE THE MIDDLE EAST INC | |||||||
| 7009 WALLS AVENUE | BALTIMORE | MD | 21215 | PC | UNSOLICITED GRANT TO INSIDE THE MIDDLE EAST TO SUPPORT THE FEBRUARY 2022 EDUCATIONAL SPEAKING SERIES IN HONOLULU ON MIDDLE EAST TRENDS AND ISSUES AND THEIR RELEVANCE FOR HAWAII, CO-SPONSORED BY AIO FOUNDATION AND THE HARRY & JEANETTE WEINBERG FOUNDATION [5485; PC] | $10,000 | |
| KAI LOA INC | |||||||
| 46-500 KUNEKI ST | KANEOHE | HI | 96744 | PC | HALE AINA BUILD AND PORTABLES RETROFIT [4413; PC] | $200,000 | |
| KALAHEO HIGH SCHOOL PTSA | |||||||
| 730 ILIAINA STREET | KAILUA | HI | 96734 | GOV | WYLF YOUTH GRANT: KALAHEO CLASS OF 2022 COMMUNITY DAY [5511; PC] | $5,000 | |
| KAULUAKALANA | |||||||
| PO BOX 833 | KAILUA | HI | 96734 | PC | SUPPORT FOR HOOLANA, A PROJECT TO LAUNCH A NEW 'AINA-BASED EDUCATION NONPROFIT ORGANIZATION IN KAILUA [4728; PC] | $40,000 | |
| KE KULA NUI O WAIMANALO | |||||||
| PO BOX 723 | WAIMANALO | HI | 96795 | PC | WYLF YOUTH GRANT: MALA HO'AKA'AKA [5269; PC] | $5,000 | |
| KUALOA-HEEIA ECUMENICAL YOUTH PROJECT (KEY) | |||||||
| 47-200 WAIHEE RD | KANEOHE | HI | 96744 | PC | WINDWARD EVICTION PREVENTION PROGRAM [5475; PC] | $125,000 | |
| KUPU | |||||||
| 677 ALA MOANA BLVD SUITE 1200 | HONOLULU | HI | 96813 | PC | KUPU 'AINA CORPS [5503; PC] | $120,000 | |
| MALAMA HONUA PUBLIC CHARTER SCHOOL FOUNDATION | |||||||
| 41-054 EHUKAI STREET | WAIMANALO | HI | 96795 | PC | WYLF YOUTH GRANT: MALAMA PAHONU [5480; PC] | $5,000 | |
| MANOA HERITAGE CENTER | |||||||
| 2859 MANOA ROAD | HONOLULU | HI | 96822 | PC | SAM COOKE ENDOWED FUND [4463; PC] | $575,000 | |
| PALAMA SETTLEMENT | |||||||
| 810 N VINEYARD BLVD | HONOLULU | HI | 96817 | PC | CENTER FOR INNOVATION DIGITAL ARTS ACADEMY AT PALAMA SETTLEMENT [5434; PC] | $15,000 | |
| PBL WORKS | |||||||
| 3 HAMILTON LANDING SUITE 220 | NOVATO | CA | 94949 | PC | SCALING HIGH QUALITY PBL IN HAWAII - EXPANDING AND DEEPENING LEADERSHIP TRAINING IN COHORTS 4 AND 5 [5294; PC] | $132,000 | |
| PILINA EDUCATION ALLIANCE | |||||||
| 928 17TH AVE | HONOLULU | HI | 96816 | PC | OCEANIT HIGH - A HIGH SCHOOL CAREER-BASED LEARNING PROGRAM [5398; PC] | $100,000 | |
| RESOURCES LEGACY FUND | |||||||
| 555 CAPITOL MALL SUITE 1095 | SACRAMENTO | CA | 95814 | PC | STRENGTHENING HOLOMUA PHASE III FUNDING: MARINE 30X30 [5282; PC] | $37,000 | |
| STATE HIGHER EDUCATION EXECUTIVE OFFICERS ASSOCIATION | |||||||
| 3035 CENTER GREEN DRIVE SUITE 100 | BOULDER | CO | 80301 | PC | SUPPORT FOR PARTICIPATION IN ATTAINMENT ACADEMY 2.0: ACHIEVING EQUITABLE ECONOMIC RECOVERY THROUGH POSTSECONDARY ATTAINMENT OF HAWAII'S 55 BY 25 GOAL [5432; PC] | $40,000 | |
| TEACH FOR AMERICA (TFA) | |||||||
| 500 ALA MOANA BLVD SUITE 3-580 | HONOLULU | HI | 96813 | PC | SUPPORT TO SUSTAIN TEACH FOR AMERICA-HAWAI'I'S WORK TO CLOSE THE ACHIEVEMENT GAP [4585; PC] | $150,000 | |
| THE CHAMBER OF COMMERCE OF HAWAII | |||||||
| 1132 BISHOP STREET SUITE 2105 | HONOLULU | HI | 968132813 | PC | PHASE 2.0 WORK-BASED LEARNING SYSTEM-BUILDING AND REGIONAL INTERMEDIARY PROJECT [5184; PC] | $155,000 | |
| THE NATURE CONSERVANCY OF HAWAII | |||||||
| 923 NUUANU AVENUE | HONOLULU | HI | 96817 | PC | E OLA KE KAI, E OLA KAKOU (AS THE OCEAN THRIVES, SO DO WE): 3-YEAR CORE SUPPORT TO TNC-HAWAII MARINE PROGRAM (2020-2022) FOCUSING ON COMMUNITY, STRATEGY AND TECHNICAL EXPERTISE [4861; PC] | $400,000 | |
| THE SHELTER | |||||||
| 47-323 AHUIMANU ROAD | KANEOHE | HI | 96744 | PC | UNSOLICITED GRANT TO THE SHELTER TO PROVIDE FAMILIES THE OPPORTUNITY TO TRANSITION INTO PERMANENT HOUSING [5478; PC] | $5,000 | |
| UNIVERSITY OF HAWAII FOUNDATION | |||||||
| PO BOX 11270 | HONOLULU | HI | 968280270 | PC | SUPPORT FOR AN EXPANDED AND ENHANCED PAIPAI KOOLAU 13TH YEAR PROGRAM AT WINDWARD COMMUNITY COLLEGE [4695; PC] | $543,440 | |
| UNIVERSITY OF HAWAII FOUNDATION | |||||||
| PO BOX 11270 | HONOLULU | HI | 968280270 | PC | BUILDING DURABILITY FOR THE HAWAII ASSOCIATION OF WATERSHED PARTNERSHIPS [5003; PC] | $35,000 | |
| UNIVERSITY OF HAWAII FOUNDATION | |||||||
| PO BOX 11270 | HONOLULU | HI | 968280270 | PC | SUPPORT FOR HANA CAREER PATHWAYS IN HEALTHCARE, THAT WILL INCREASE CREDENTIAL AND DEGREE COMPLETION, JOB PLACEMENT AND SOCIOECONOMIC MOBILITY, PARTICULARLY FOR LEARNERS FROM LOW-INCOME BACKGROUNDS [5167; PC] | $50,000 | |
| UNIVERSITY OF HAWAII FOUNDATION | |||||||
| PO BOX 11270 | HONOLULU | HI | 968280270 | PC | SOAR HIGHER - SUPPORT FOR WINDWARD OAHU SCHOOLS TO PARTICIPATE AS A GEAR UP 6-16 MODEL [5173; PC] | $1,852,340 | |
| UNIVERSITY OF HAWAII FOUNDATION | |||||||
| PO BOX 11270 | HONOLULU | HI | 968280270 | PC | TO PROVIDE FINANCIAL SUPPORT THAT INCREASES MATRICULATION TO WINDWARD COMMUNITY COLLEGE BY DESERVING PUBLIC HIGH SCHOOL STUDENTS IN WINDWARD OAHU [5196; PC] | $250,000 | |
| UNIVERSITY OF HAWAII FOUNDATION | |||||||
| PO BOX 11270 | HONOLULU | HI | 968280270 | PC | HAWAII P-20 - HELPING YOUNG PEOPLE BUILD & STRENGTHEN THEIR SOCIAL NETWORKS [5461; PC] | $357,000 | |
| VISION TO LEARN | |||||||
| 11611 SAN VICENTE BLVD SUITE 500 | LOS ANGELES | CA | 90049 | PC | BETTER VISION FOR KEIKI - STATEWIDE EXPANSION [5245; PC] | $50,000 | |
| WAIMANALO CANOE CLUB | |||||||
| PO BOX 259 | WAIMANALO | HI | 96795 | PC | WAIMANALO CANOE CLUB "KE ALAULA" [4816; PC] | $20,000 | |
| WASTEWATER ALTERNATIVE AND INNOVATIONS | |||||||
| 2927 HIBISCUS PLACE | HONOLULU | HI | 96815 | PC | FINDING SOLUTIONS FOR THE CONVERSION OF HAWAIIS CESSPOOLS [5227;PC] | $50,000 | |
| WINDWARD SCHOOL DISTRICT | |||||||
| 46-169 KAMEHAMEHA HWY | HONOLULU | HI | 96744 | PC | PROJECT BASED LEARNING (PBL) FOR WINDWARD DISTRICT AND ORGANIZATIONS [5426; PC] | $110,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $7,517,550 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $810,126 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,812,049 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $58,981 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $13,570,232 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $18,251,388 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $18,251,388 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $40,550 | Amt |
| Net Investment Income | $7,767 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $32,783 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (33 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| BUILDING IMPROVEMENTS (BEGINNING BALANCE) | 2010-01-01 | $1,531,354 | $431,919 | SL | 39.000000000000 | $39,265 | $0 |
| MASON ARCHITECT - A&E SVCS TO 1/31/10 | 2010-01-01 | $5,905 | $1,665 | SL | 39.000000000000 | $151 | $0 |
| AA ELECTRIC - TEL CABLING | 2010-01-01 | $63 | $18 | SL | 39.000000000000 | $2 | $0 |
| HEATH CONSTRUCTION - CM SVCS TO 2/28/10 | 2010-01-01 | $1,069 | $301 | SL | 39.000000000000 | $27 | $0 |
| MASON ARCHITECT - EXTRA A&E SVCS | 2010-01-01 | $2,343 | $661 | SL | 39.000000000000 | $60 | $0 |
| RECLASS FOUNDATION OFFICE | 2010-01-01 | $16,573 | $4,674 | SL | 39.000000000000 | $425 | $0 |
| MASON ARCHITECT - EXTRA A&E SVCS | 2010-01-01 | $1,049 | $296 | SL | 39.000000000000 | $27 | $0 |
| CONSTRUCTORS HAWAII - PAY APP NO. 9 | 2010-01-01 | $105,924 | $29,876 | SL | 39.000000000000 | $2,716 | $0 |
| CONSTRUCTORS HAWAII - FINAL PAY APP | 2010-01-01 | $5,000 | $1,410 | SL | 39.000000000000 | $128 | $0 |
| AMV HAWAII - COIL CONDENSER REPLACEMENT | 2020-12-01 | $4,837 | $81 | SL | 5.000000000000 | $967 | $0 |
| AMV HAWAII - COIL CONDENSER REPLACEMENT | 2020-12-01 | $2,070 | $35 | SL | 5.000000000000 | $414 | $0 |
| FILE CABINETS (ARCHIVE ROOM) | 1995-01-01 | $416 | $416 | SL | 10.000000000000 | $0 | $0 |
| FND MGR'S FURNITURE (SCAN LINE) | 1999-09-01 | $6,389 | $6,389 | SL | 10.000000000000 | $0 | $0 |
| CONFRNC ROOM CREDENZA (SCANLINE) RECEPTION | 1999-10-01 | $1,711 | $1,711 | SL | 10.000000000000 | $0 | $0 |
| FND MGR'S LATERAL FILE (SCAN LINE) MATT'S OFFICE | 1999-11-01 | $1,123 | $1,123 | SL | 10.000000000000 | $0 | $0 |
| BOSE RADIO RECEPTION | 1999-12-01 | $519 | $519 | SL | 5.000000000000 | $0 | $0 |
| OFFICE PAVILLION - FLEXNET NO ARM CHAIRS (QTY 4) | 2010-02-01 | $1,013 | $1,013 | SL | 5.000000000000 | $0 | $0 |
| OFFICE PAVILLION - FLEXNET FIXED ARM CHAIRS (QTY 14) | 2010-02-01 | $4,275 | $4,275 | SL | 5.000000000000 | $0 | $0 |
| OFFICE PAVILLION - RECTANGLE TABLES (QTY 4) | 2010-02-01 | $4,686 | $4,686 | SL | 5.000000000000 | $0 | $0 |
| OFFICE PAVILLION - NATURAL CHERRY FURNITURE (TERRY'S OFFICE) | 2010-02-01 | $9,113 | $9,113 | SL | 10.000000000000 | $0 | $0 |
| OFFICE PAVILLION - VIVO WORKSTATIONS (BETH & ANN) | 2010-02-01 | $10,854 | $10,854 | SL | 10.000000000000 | $0 | $0 |
| OFFICE PAVILLION - WORKSTATION, CHAIR, FILE STORAGE | 2011-11-01 | $6,390 | $5,858 | SL | 10.000000000000 | $532 | $0 |
| OFFICE PAVILLION - 2ND PAYMENT | 2011-11-01 | $6,390 | $5,858 | SL | 10.000000000000 | $532 | $0 |
| XEROX W7845PT SER #MX4-344262 | 2014-04-01 | $10,330 | $10,330 | SL | 5.000000000000 | $0 | $0 |
| DELL SERVER | 2015-08-01 | $7,720 | $7,720 | SL | 5.000000000000 | $0 | $0 |
| SURFACE PRO (QTY2)/DELL OPTIPLEX DESKTOP (QTY3) - PARTIAL | 2015-08-01 | $2,731 | $2,731 | SL | 5.000000000000 | $0 | $0 |
| MACBOOK PRO 15.4 GREY, 2.7GHZ, RP455, 512GB | 2016-12-01 | $3,084 | $2,520 | SL | 5.000000000000 | $565 | $0 |
| SAMSUNG 82" SMART 4K ULTRA HD TV | 2017-10-01 | $5,654 | $3,676 | SL | 5.000000000000 | $1,131 | $0 |
| SURFACE PRO 6 (QTY1) AH | 2019-09-01 | $2,079 | $555 | SL | 5.000000000000 | $416 | $0 |
| SURFACE BOOK 2 WITH DOCKING JG/AM | 2019-10-01 | $3,202 | $800 | SL | 5.000000000000 | $641 | $0 |
| SURFACE BOOK 2 WITH DOCKING JG/AM | 2019-10-01 | $3,202 | $800 | SL | 5.000000000000 | $641 | $0 |
| SURFACE PRO 7 (QTY1) TRG | 2020-11-01 | $1,837 | $61 | SL | 5.000000000000 | $369 | $0 |
| SURFACE PRO (QTY2)/DELL OPTIPLEX DESKTOP (QTY3) - PARTIAL | 2015-08-01 | $5,669 | $5,669 | SL | 5.000000000000 | $0 | $0 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PILINA EDUCATION ALLIANCE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 928 17TH AVENUE | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96816 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2021-07-01 | GrantDt |
| Grant | $200,000 | GrantAmt |
| Purpose Of Grant | PURPOSE OF GRANT: OCEANIT HIGH - A HIGH SCHOOL CAREER-BASED LEARNING PROGRAM. | PurposeOfGrantTxt |
| Expended By Grantee | $200,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | TO OUR KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE GRANT FUND | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | GRANTEE PROGRESS AND FINAL REPORTS WERE SUBMITTED ON FEBRUARY 1, 2022. | DatesOfReportsByGranteeTxt |
| Results Of Verification | TO VERIFY THE CONTENTS OF THE REPORT AND TO MONITOR THE PROGRESS OF THE PROJECT, ALEX HARRIS (VICE PRESIDENT OF PROGRAMS) MET WITH MARY WENSTROM AND JIMMY HARRIS ON THREE OCCASSIONS TO MONITOR THE GRANTEE'S PROGRESS AND CORRESPONDED VIA EMAIL OR PHONE CALLS WITH THE GRANTEE ON THREE OCCASSIONS AS FOLLOWS: 6/7/21, 6/18/21, 9/29/21. | ResultsOfVerificationTxt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| NOTE ON DATES ACQUIRED/SOLD AND DETAILS | FORM 990-PF, PART IV | THE TAXPAYER FIRST ACT, ENACTED JULY 2019, REQUIRES TAX-EXEMPT ORGANIZATIONS TO ELECTRONICALLY FILE INFORMATION RETURNS AND RELATED FORMS, INCLUDING FORM 990-PF, RETURN OF PRIVATE FOUNDATION FOR YEARS ENDING JULY 31, 2020 AND LATER.THE ORGANIZATIONS CURRENT YEAR TAX RETURNS HAVE BEEN ELECTRONICALLY FILED USING SOFTWARE VENDOR WOLTERS KLUWER PRODUCT CCH AXCESS TAX. THE FOLLOWING SOFTWARE LIMITATIONS RELATING TO FORM 990-PF, PART IV ARE LISTED BELOW: #46589 PROHIBITS "VARIOUS" FROM PRINTING UNDER THE DATE ACQUIRED/SOLD COLUMNS PER FORM 990-PF, PART IV. AS SUCH, THESE COLUMNS HAVE BEEN LEFT BLANK ON FORM 990-PF, PART IV TO ENABLE ELECTRONIC FILING. #49993 PROHIBITS OPTIONAL PDF ATTACHMENTS. AS SUCH, 1099 TAX STATEMENTS PROVIDING DETAILS ON CAPITAL GAINS AND LOSSES HAVE BEEN OMITTED FROM THE RETURNS. |
| GRANT APPLICATION SUBMISSION INFO | FORM 990-PR, PART XV, LINES 2A - 2D | LINE 2A) NAME AND ADDRESS OF PERSON TO WHOM APPLICATIONS SHOULD BE SUBMITTED:ANN MATSUKADO, CONTROLLER/GRANTS MANAGER 1197 AULOA ROAD KAILUA, HI 96734808-263-8920LINE 2B)FORM AND CONTENT OF APPLICATIONS:A WRITTEN PROPOSAL WITH COVER LETTER SHOULD BE SUBMITTED. THE COVER LETTER SHOULD INCLUDE A CONTACT PERSON WITH A DAYTIME PHONE NUMBER AND EMAIL ADDRESS AND SHOULD BE SIGNED BY THE ORGANIZATION'S BOARD CHAIRMAN AND EXECUTIVE DIRECTOR. THE PROPOSAL SHOULD INCLUDE A BRIEF STATEMENT OF THE ORGANIZATION'S MISSION AND GOALS; A DESCRIPTION OF THE PROJECT OR PROGRAM GOALS AND THE SPECIFIC, QUANTIFIABLE OUTCOMES THAT WOULD BE ACHIEVED IF THIS GRANT IS AWARDED; AN EXPLANATION OF HOW THE ORGANIZATION IS QUALIFIED TO ACHIEVE THESES GOALS; AN EVALUATION PLAN; AND AN INDICATION OF OTHER SOURCES OF EXPECTED FUNDING. THE OUTCOMES FROM THE PROPOSAL ARE INCLUDED IN THE GRANT AGREEMENT, AND THE GRANTEE WILL BE EXPECTED TO REPORT ON ITS PROGRESS AGAINST THESE OUTCOMES AT THE CONCLUSION OF THE GRANT. ADDITIONAL REQUIRED INFORMATION INCLUDES THE ORGANIZATION'S BUDGET FOR THE CURRENT FISCAL YEAR, THE PROPOSED PROJECT OR PROGRAM BUDGET INCLUDING DETAILS ON SOURCES AND USES OF FUNDS, THE PREVIOUS YEAR'S AUDITED FINANCIAL STATEMENTS, THE MOST RECENT IRS FORM 990 AND IRS DETERMINATION LETTER, A LIST OF THE ORGANIZATION'S CURRENT OFFICERS AND DIRECTORS, AND SUBMISSION OF EVIDENCE THAT THE BOARD HAS ADOPTED A CONFLICT OF INTEREST POLICY. THE FOUNDATION'S STAFF INDEPENDENTLY CONFIRM THAT THE APPLICANT (IF NOT A PUBLIC SCHOOL) RETAINS ITS CURRENT STATUS UNDER IRS SECTION 501(C)(3).LINE 2C)ANY SUBMISSION DEADLINES:GRANT INQUIRIES MAY BE SUBMITTED AT ANY TIME ONLINE THROUGH THE FOUNDATION'S WEBSITE, WWW.CASTLEFOUNDATION.ORG. PROPOSALS ARE REVIEWED WHEN SUBMITTED AT THE NEXT MEETING OF THE DIRECTORS. THE FOUNDATION'S DIRECTORS TYPICALLY MEET FOUR TIMES EACH YEAR.LINE 2D)RESTRICTIONS AND LIMITATIONS ON AWARDS:GRANTS WILL BE MADE ONLY TO IRC SECTION 501(C)(3) DESIGNATED CHARITABLE ORGANIZATIONS WITH PUBLIC CHARITY STATUS WORKING FOR THE BENEFIT OF THE PEOPLE OF THE STATE OF HAWAII OR TO GOVERNMENT AGENCIES SUCH AS PUBLIC SCHOOLS. |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK AND MUTUAL FUNDS | StockNm |
| EOY Book Value | $113,755,899 | EOYBookValueAmt |
| EOYFMV | $141,973,008 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LIMITED PARTNERSHIPS | FMV | $384,017 | $384,017 |
| HEDGE FUNDS | FMV | $22,491,860 | $27,633,862 |
| PRIVATE EQUITY | FMV | $33,659,510 | $39,961,278 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (31 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| BUILDING IMPROVEMENTS (BEGINNING BALANCE) | $1,531,354 | $471,184 | $1,060,170 |
| MASON ARCHITECT - A&E SVCS TO 1/31/10 | $5,905 | $1,816 | $4,089 |
| AA ELECTRIC - TEL CABLING | $63 | $20 | $43 |
| HEATH CONSTRUCTION - CM SVCS TO 2/28/10 | $1,069 | $328 | $741 |
| MASON ARCHITECT - EXTRA A&E SVCS | $2,343 | $721 | $1,622 |
| RECLASS FOUNDATION OFFICE | $16,573 | $5,099 | $11,474 |
| MASON ARCHITECT - EXTRA A&E SVCS | $1,049 | $323 | $726 |
| CONSTRUCTORS HAWAII - PAY APP NO. 9 | $105,924 | $32,592 | $73,332 |
| CONSTRUCTORS HAWAII - FINAL PAY APP | $5,000 | $1,538 | $3,462 |
| AMV HAWAII - COIL CONDENSER REPLACEMENT | $4,837 | $1,048 | $3,789 |
| AMV HAWAII - COIL CONDENSER REPLACEMENT | $2,070 | $449 | $1,621 |
| FILE CABINETS (ARCHIVE ROOM) | $416 | $416 | $0 |
| FND MGR'S FURNITURE (SCAN LINE) | $6,389 | $6,389 | $0 |
| CONFRNC ROOM CREDENZA (SCANLINE) RECEPTION | $1,711 | $1,711 | $0 |
| FND MGR'S LATERAL FILE (SCAN LINE) MATT'S OFFICE | $1,123 | $1,123 | $0 |
| BOSE RADIO RECEPTION | $519 | $519 | $0 |
| OFFICE PAVILLION - FLEXNET NO ARM CHAIRS (QTY 4) | $1,013 | $1,013 | $0 |
| OFFICE PAVILLION - FLEXNET FIXED ARM CHAIRS (QTY 14) | $4,275 | $4,275 | $0 |
| OFFICE PAVILLION - RECTANGLE TABLES (QTY 4) | $4,686 | $4,686 | $0 |
| OFFICE PAVILLION - NATURAL CHERRY FURNITURE (TERRY'S OFFICE) | $9,113 | $9,113 | $0 |
| OFFICE PAVILLION - VIVO WORKSTATIONS (BETH & ANN) | $10,854 | $10,854 | $0 |
| OFFICE PAVILLION - WORKSTATION, CHAIR, FILE STORAGE | $6,390 | $6,390 | $0 |
| OFFICE PAVILLION - 2ND PAYMENT | $6,390 | $6,390 | $0 |
| XEROX W7845PT SER #MX4-344262 | $10,330 | $10,330 | $0 |
| DELL SERVER | $7,720 | $7,720 | $0 |
| SURFACE PRO (QTY2)/DELL OPTIPLEX DESKTOP (QTY3) - PARTIAL | $2,731 | $2,731 | $0 |
| SAMSUNG 82" SMART 4K ULTRA HD TV | $5,654 | $4,807 | $847 |
| SURFACE PRO 6 (QTY1) AH | $2,079 | $971 | $1,108 |
| SURFACE BOOK 2 WITH DOCKING JG/AM | $3,202 | $1,441 | $1,761 |
| SURFACE BOOK 2 WITH DOCKING JG/AM | $3,202 | $1,441 | $1,761 |
| SURFACE PRO 7 (QTY1) TRG | $1,837 | $430 | $1,407 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,211 | LegalFeesAmt |
| Net Investment Income | $232 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $979 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN FMV ADJUSTMENT | Desc |
| Amt | $6,060,211 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE - FIRE | $14,907 | $0 | $15,288 |
| INSURANCE - LIABILITY | $63,745 | $12,209 | $59,690 |
| MEALS & ENTERTAINMENT | $4,095 | $784 | $3,003 |
| SUPPLIES | $15,086 | $0 | $15,086 |
| DUES & SUBSCRIPTIONS | $47,018 | $0 | $47,018 |
| REPAIRS & MAINTENANCE | $76,443 | $0 | $74,913 |
| SERVICE FEES | $4,231 | $810 | $3,421 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MISCELLANEOUS INVESTMENT INCOME | $58,981 | $58,981 | $58,981 |
| NET FROM K-1 CORE SENIOR LENDING OFFSHORE FUND (PB), LP | $175,466 | ||
| NET FROM K-1 CRESTVIEW IV PRIVATE INVESTORS LLC | $236,664 | ||
| NET FROM K-1 SCULPTOR REAL ESTATE IV PRIVATE INVESTORS OFFSHORE, LP | $24,069 | ||
| NET FROM K-1 JLL PARTNERS FUND VIII, LP | -$64,095 | ||
| NET FROM K-1 JLL PARTNERS FUND VIII (CAYMAN) LP | -$1,609 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAIN/LOSS | Desc |
| Amt | $6,089,748 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| OTHER LIABILITIES | $87,890 | $87,316 |
| FEDERAL EXCISE TAX PAYABLE | $424,062 | $566,342 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER PROFESSIONAL FEES | $497,272 | $0 | $459,746 |
| MANAGEMENT FEES - INVESTMENTS | $851,579 | $851,579 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $322,647 | $0 | $0 |
| HAWAII GENERAL EXCISE TAX | $15 | $15 | $0 |
| FOREIGN TAXES | $52,218 | $52,218 | $0 |
| PAYROLL TAXES | $59,961 | $12,619 | $47,342 |