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HAROLD K L CASTLE FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
HAROLD K L CASTLE FOUNDATION (EIN 99-6005445)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-08
IRS object ID
202113129349102271
Schema version
2020v4.1
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)
Return2021-11-08T18:59:09-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN990292355PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KKDLY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1745 FORT ST STE 2100AddressLine1Txt
CityHONOLULUCityNm
State AbbreviationHIStateAbbreviationCd
ZIP96813ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN996005445EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HAROLD KL CASTLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHAROBusinessNameControlTxt
Phone8082637073PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11197 AULOA ROADAddressLine1Txt
CityKAILUACityNm
State AbbreviationHIStateAbbreviationCd
ZIP96734ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCARLTON K C AUPersonNm
Person TitleCFOPersonTitleTxt
Phone8082638900PhoneNum
Signature2021-11-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCARLTONPersonFirstNm
Person LastC AUPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJON M YASUDAPreparerPersonNm
PTINP00167025PTIN
Phone8085213962PhoneNum
Preparation2021-11-06PreparationDt
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)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$202,886,232FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$282,463InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$464,293InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$2,565,859DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,565,859DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$4,613,495NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$40,776,497GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$4,610,845CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,757OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$16,495OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$7,463,574TotalRevAndExpnssAmt
Total Net Invst Incm$7,657,492TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$724,419CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$152,442CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$571,977CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$441,486OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$43,740OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$397,746OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$195,516PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$35,926PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$159,590PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$29,204LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$4,914LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$24,290LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$39,267AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$6,607AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$32,660AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$1,588,905OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,232,784OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$356,121OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$403,816TaxesRevAndExpnssAmt
Taxes Net Invst Incm$58,881TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$55,765TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$49,748DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$10,937OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$10,937OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$10,919TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$1,837TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$9,082TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$207,857OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$43,538OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$206,626OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,702,074TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,580,669TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,824,794TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$7,223,625ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$7,223,625ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$10,925,699TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,580,669TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$9,048,419TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$3,462,125ExcessRevenueOverExpensesAmt
Net Investment Income$6,076,823NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$591,977CashBOYAmt
Cash EOY$1,018,659CashEOYAmt
Cash EOYFMV$1,018,659CashEOYFMVAmt
Sav And Temp Cash Invst BOY$8,487,325SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,540,176SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,540,176SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$118,588AcctRcvblAmt
Acct Rcvbl BOY$86,780AcctRcvblBOYAmt
Acct Rcvbl EOY$118,588AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$118,588AcctRcvblEOYFMVAmt
Prepaid Expenses BOY$51,987PrepaidExpensesBOYAmt
Prepaid Expenses EOY$61,949PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$61,949PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$110,036,392CorporateStockBOYAmt
Corporate Stock EOY$104,886,239CorporateStockEOYAmt
Corporate Stock EOYFMV$130,296,865CorporateStockEOYFMVAmt
Other Investments BOY$52,043,954OtherInvestmentsBOYAmt
Other Investments EOY$59,442,991OtherInvestmentsEOYAmt
Other Investments EOYFMV$67,633,033OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$1,774,575LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$557,613LandBldgEquipAccumDeprecAmt
Land BOY$1,257,965LandBOYAmt
Land EOY$1,216,962LandEOYAmt
Land EOYFMV$1,216,962LandEOYFMVAmt
Total Assets BOY$172,556,380TotalAssetsBOYAmt
Total Assets EOY$169,285,564TotalAssetsEOYAmt
Total Assets EOYFMV$202,886,232TotalAssetsEOYFMVAmt
Other Liabilities BOY$318,399OtherLiabilitiesBOYAmt
Other Liabilities EOY$511,952OtherLiabilitiesEOYAmt
Total Liabilities BOY$318,399TotalLiabilitiesBOYAmt
Total Liabilities EOY$511,952TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$172,237,981CapitalStockBOYAmt
Capital Stock EOY$168,773,612CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$172,237,981TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$168,773,612TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$172,556,380TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$169,285,564TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$172,237,981TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$3,462,125ExcessRevenueOverExpensesAmt
Other Increases$12,961,905OtherIncreasesAmt
Subtotal$181,737,761SubtotalAmt
Other Decreases$12,964,149OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$168,773,612TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (35 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmt
SEE STATEMENT 15 FOR NOTE ON DATES ACQUIRED/SOLD AND DETAILSP$0$0
J.P. MORGAN A17113001 - SEE NOTE 15P$10,669$10,669$1,548,822$1,538,153
J.P. MORGAN A17113001 - NOTE 15P$389,756$389,756$665,063$275,307
J.P. MORGAN A17113001 - SEE NOTE 15P$26,805$26,805$31,024$4,219
J.P. MORGAN A17124008 - SEE NOTE 15P$237,968$237,968$6,125,000$5,887,032
J.P. MORGAN A17126003 - SEE NOTE 15P-$3,424-$3,424$34,918$38,342
J.P. MORGAN A17126003 - SEE NOTE 15P$173,889$173,889$840,082$666,193
J.P. MORGAN A17127001 - SEE NOTE 15P$591$591$591
J.P. MORGAN A17128009 - SEE NOTE 15P$541,054$541,054$9,007,419$8,466,365
J.P. MORGAN A17129007 - SEE NOTE 15P-$434,428-$434,428$5,820,026$6,254,454
J.P. MORGAN A17131003 - SEE NOTE 15P-$41,311-$41,311$681,167$722,478
J.P. MORGAN A17131003 - SEE NOTE 15P-$28,815-$28,815$1,010,841$1,039,656
J.P. MORGAN A51324001 - SEE NOTE 15P$768,801$768,801$5,485,789$4,716,988
J.P. MORGAN A51324001 - SEE NOTE 15P$910$910$910
J.P. MORGAN A73745001 - SEE NOTE 15P$108,450$108,450$884,569$776,119
J.P. MORGAN N95810003 - SEE NOTE 15P$1,434,208$1,434,208$5,255,292$3,821,084
J.P. MORGAN N96259002 - SEE NOTE 15P-$77,357-$77,357$875,000$952,357
OTHER GAINS AND LOSSES - SEE NOTE 15P$1,729$1,729$1,729
OTHER GAINS AND LOSSES - SEE NOTE 15P-$1-$1$1
OTHER GAINS AND LOSSES - SEE NOTE 15P-$241-$241$241
OTHER GAINS AND LOSSES - SEE NOTE 15P-$1,004,013-$1,004,013$1,004,013
OTHER GAINS AND LOSSES - SEE NOTE 15P$108,743$108,743$108,743
OTHER GAINS AND LOSSES - SEE NOTE 15P$789,765$789,765$789,765
OTHER GAINS AND LOSSES - SEE NOTE 15P$372$372$372
OTHER GAINS AND LOSSES - SEE NOTE 15P$132,600$132,600$132,600
OTHER GAINS AND LOSSES - SEE NOTE 15P$12,622$12,622$12,622
OTHER GAINS AND LOSSES - SEE NOTE 15P$414,837$414,837$414,837
OTHER GAINS AND LOSSES - SEE NOTE 15P$172,667$172,667$172,667
OTHER GAINS AND LOSSES - SEE NOTE 15P$9,500$9,500$9,500
OTHER GAINS AND LOSSES - SEE NOTE 15P$32,017$32,017$32,017
J.P. MORGAN N96259002 (CAPITAL GAIN DISTRIBUTIONS) - SEE NOTE 15P$163,638$163,638$163,638
J.P. MORGAN A17121004 (CAPITAL GAIN DISTRIBUTIONS) - SEE NOTE 15P$494,156$494,156$494,156
J.P. MORGAN A17126003 (CAPITAL GAIN DISTRIBUTIONS) - SEE NOTE 15P$1,267$1,267$1,267
J.P. MORGAN A17128009 (CAPITAL GAIN DISTRIBUTIONS) - SEE NOTE 15P$176,071$176,071$176,071
PACIFICAP TARGETED VENTURES LPP-$2,650-$2,650$2,650
FieldValueIRS element (for citing)
Capital Gain Net Income$4,610,845CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$84,468InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$84,468SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$84,468TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$128,244EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$128,244TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$43,776OverpaymentAmt
Applied To ES Tax$43,776AppliedToESTaxAmt
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 AddressWWW.CASTLEFOUNDATION.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1CARLTON KC AUBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8082638900PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11197 AULOA ROADAddressLine1Txt
CityKAILUACityNm
State AbbreviationHIStateAbbreviationCd
ZIP96734ZIPCd
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 PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
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 (12 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JAMES C MCINTOSH
1197 AULOA ROADKAILUAHI96734DIRECTOR0.50$0$0$0
DR CLAIRE L ASAM
1197 AULOA ROADKAILUAHI96734DIRECTOR0.50$0$0$0
DR KITTREDGE A BALDWIN
1197 AULOA ROADKAILUAHI96734DIRECTOR0.50$0$0$0
CORBETT AK KALAMA
1197 AULOA ROADKAILUAHI96734DIRECTOR0.50$0$0$0
ERIC K YEAMAN
1197 AULOA ROADKAILUAHI96734DIRECTOR0.50$0$0$0
DEE JAY A MAILER
1197 AULOA ROADKAILUAHI96734DIRECTOR0.50$0$0$0
HENRY M D'OLIER
1197 AULOA ROADKAILUAHI96734DIRECTOR/CHAIRMAN2.00$0$0$0
TERRENCE R GEORGE
1197 AULOA ROADKAILUAHI96734PRESIDENT/CEO40.00$372,211$59,411$0
SUSAN L SUMIDA
1197 AULOA ROADKAILUAHI96734SECRETARY5.00$20,556$3,245$0
CARLTON KC AU
1197 AULOA ROADKAILUAHI96734VP/TREASURER/CFO8.00$104,000$14,854$0
ALEXANDER HARRIS
1197 AULOA ROADKAILUAHI96734VICE PRESIDENT OF PROGRAMS40.00$227,652$33,533$0
JAMES H MCINTOSH
1197 AULOA ROADKAILUAHI96734DIRECTOR0.50$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
DENNIS ERIC CO
1197 AULOA ROADKAILUAHI96734SR PGM OFFICER FOR O40.00$164,098$42,233$0
GEORGIANNA DECOSTA
1197 AULOA ROADKAILUAHI96734PGM OFFICER FOR WIND40.00$132,675$7,213$0
ANN MATSUKADO
1197 AULOA ROADKAILUAHI96734CONTROLLER & GRANTS20.00$87,479$25,807$0
LINDA MEKARU
1197 AULOA ROADKAILUAHI96734ACCOUNTANT20.00$57,234$9,219$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
JP MORGAN CHASE BANK NA
2029 CENTURY PARK EAST 39TH FLOORLOS ANGELESCA90067INVESTMENT ADVISORY$259,577
IQ360
1000 BISHOP ST SUITE 500HONOLULUHI96813CONSULTING$81,798
LEARNING FOR ACTION
170 CAPP STREET SUITE CSAN FRANCISCOCA94110CONSULTING$61,465
EDUCATION STRATEGY GROUP
2 WISCONSIN CIRCLE SUITE 1000CHEVY CHASEMD20815CONSULTING$56,000
FieldValueIRS element (for citing)
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$175,811,969AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$7,587,504AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$337,626FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$183,737,099TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$183,737,099AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,756,056CashDeemedCharitableAmt
Net Vl Noncharitable Assets$180,981,043NetVlNoncharitableAssetsAmt
Minimum Investment Return$9,049,052MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$9,049,052MinimumInvestmentReturnAmt
Tax Based On Investment Income$84,468TaxBasedOnInvestmentIncomeAmt
Total Tax$84,468TotalTaxAmt
Distributable Before Adj$8,964,584DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$8,964,584DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$8,964,584DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$9,048,419ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$8,744CharitableAssetsAcquisPaidAmt
Qualifying Distributions$9,057,163QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$9,057,163AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$8,964,584DistributableAsAdjustedAmt
Undistributed Income PY$8,925,356UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$9,057,163QualifyingDistributionsAmt
Applied To Year1$8,925,356AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$131,807AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$8,832,777UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonANN MATSUKADORecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11197 AULOA ROADAddressLine1Txt
CityKAILUACityNm
State AbbreviationHIStateAbbreviationCd
ZIP96734ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8082638920RecipientPhoneNum
Form And Info And MaterialsSEE STATEMENT 16 - ATTACHMENTFormAndInfoAndMaterialsTxt
Submission DeadlinesSEE STATEMENT 16 - ATTACHMENTSubmissionDeadlinesTxt
Restrictions On AwardsSEE STATEMENT 16 - ATTACHMENTRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (107 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
50CAN
1625 K STREET SUITE 400WASHINGTONDC20006N/APCPROTECTING HAWAII'S FUTURE THROUGH HIGH-QUALITY EDUCATION FOR ALL STUDENTS [5132; PC]$200,000
ADULT FRIENDS FOR YOUTH
3375 KOAPAKA STREETHONOLULUHI96819N/APCMOBILE RELIEF AND STUDENT LEARNING CENTER HUB [5114: PC]$25,000
ALOHA HARVEST
3599 WAIALAE AVENUE 23HONOLULUHI96816N/APCUNSOLICITED GRANT TO ALOHA HARVEST IN SUPPORT OF THEIR EFFORTS TO KEEP WINDWARD OAHU FED [5075: PC]$20,000
ALOHA HARVEST
3599 WAIALAE AVENUE 23HONOLULUHI96816N/APCUNSOLICITED GRANT TO ALOHA HARVEST TO PROVIDE FRESH, LOCAL, SUSTAINABLY-CAUGHT FISH TO FAMILIES IN GREATEST NEEDS OF MEALS IN LIGHT OF THE COVID-19 PANDEMIC [5077: PC]$20,000
ALOHA UNITED WAY
200 N VINEYARD BLVD STE 700HONOLULUHI96817N/APCUNSOLICITED GRANT TO ALOHA UNITED WAY IN SUPPORT OF REESTABLISHING THEIR RENT AND UTILITY ASSISTANCE PROGRAM FOR THOSE IN DANGER OF BECOMING HOMELESS DUE TO EVICTIONS [5028; PC]$50,000
ALOHA UNITED WAY
200 N VINEYARD BLVD STE 700HONOLULUHI96817N/APCUNSOLICITED GRANT TO ALOHA UNITED WAY TO SECURE IT AND TRAINING CAPACITY FOCUSED ON THEIR RENTAL ASSISTANCE PROGRAMS [5159; PC]$25,000
ARMED SERVICES YMCA OF THE USA - HONOLULU
1260 PIERCE STREET SUITE 145PEARL HARBORHI96860N/APCUNSOLICITED GRANT TO ARMED SERVICES YMCA OF THE USA FOR EARLY CHILDHOOD PROGRAMS IN WINDWARD OAHU - NAVIGATING THE NEW NORMAL AMID COVID-19 [5122; PC]$5,000
ASSISTANCE LEAGUE OF HAWAII
1505 YOUNG STREETHONOLULUHI96826N/APCUNSOLICITED GRANT TO THE ASSISTANCE LEAGUE OF HAWAII TO EXPAND THEIR OPERATION SCHOOL BELL PROGRAM [4931; PC]$5,000
BOBBY BENSON CENTER
56-660 KAMEHAMEHA HIGHWAYKAHUKUHI96731N/APCSECURING LAND FOR HEALING HAWAII'S YOUTH [4800; PC]$325,000
CATHOLIC CHARITIES HAWAII
1822 KEEAUMOKU STREETHONOLULUHI96822N/APCUNSOLICITED GRANT TO CATHOLIC CHARITIES HAWAII TO IMPROVE THE EFFECTIVENESS OF ITS EVICTION PREVENTION INITIATIVES [5171; PC]$25,000
CENTER FOR TOMORROW'S LEADERS
677 ALA MOANA BLVD SUITE 1100HONOLULUHI96813N/APCUNSOLICITED GRANT TO CENTER FOR TOMORROW'S LEADERS TO PROVIDE MENTORS FOR GRADUATING HIGH SCHOOL SENIORS [5065; PC]$40,000
COLLABORATIVE SUPPORT SERVICES (CSS)
700 BISHOP STREET SUITE 1701HONOLULUHI96813N/APCCHOOSE CHILDREN HAWAI'I 2022 POLL [5099; PC]$25,000
CONSERVATION INTERNATIONAL
2011 CRYSTAL DRIVE SUITE 500ARLINGTONVA22202N/APCPUKA HOU KA MANA O KANALOA: SUPPORTING HAWAIIS COASTAL COMMUNITIES AND THE STATE OF HAWAI'I TO ADVANCE MARINE RESOURCE MANAGEMENT AND MONITORING THAT INTEGRATES TRADITIONAL AND CONTEMPORARY APPROACHES TO SUPPORT ACHIEVEMENT OF THE STATES 30 BY 30 GOALS [4706; PC]$125,000
CONSERVATION INTERNATIONAL
2011 CRYSTAL DRIVE SUITE 500ARLINGTONVA22202N/APCGREEN PASSPORT PHASE II: SOCIALIZING THE INITIATIVE [4891; PC]$100,000
DEPARTMENT OF LAND AND NATURAL RESOURCES
1151 PUNCHBOWL STREET ROOM 330HONOLULUHI968133088N/ANCSUPPORT TO HELP DEVELOP A STATEWIDE AQUATIC RESOURCES MANAGEMENT PLAN: A PROJECT TO HELP HAWAII ACHIEVE ITS GOAL OF EFFECTIVELY MANAGING 30% OF ITS NEARSHORE WATERS BY 2030 [4188; NC]-$747
DOMESTIC VIOLENCE ACTION CENTER
PO BOX 3198HONOLULUHI96801N/APCUNSOLICITED GRANT TO THE DOMESTIC VIOLENCE ACTION CENTER TO ADDRESS THE EXPECTED RISE IN CHILD AND SPOUSE ABUSE AND VIOLENCE FUELED BY THE COVID-19 OUTBREAK [5030; PC]$50,000
EDUCATION INCUBATOR
900 FORT STREET MALL SUITE 1888HONOLULUHI96813N/APCACCELERATING HAWAI'I YOUTH TOWARDS A BRIGHT FUTURE: BUILDING THE INNOVATION ECONOMY FROM WITHIN [4897; PC]$170,000
FROM THE HEART PRODUCTIONS
1455 MANDALAY BEACH ROADOXNARDCA930352845N/APCPILIKIA FILM SERIES - GREEN ISLAND FILMS [4867; PC]$25,000
HABILITAT INC
PO BOX 801KANEOHEHI96744N/APCTO PROVIDE CAPITAL FUNDING FOR WINDWARD WORKFORCE DEVELOPMENT PROGRAMS [4775; PC]$25,400
HALE MAKUA HEALTH SERVICES
472 KAULANA STREETKAHULUIHI96732N/APCMAUI HEALTHCARE PATHWAYS SYSTEM [5095; PC]$25,000
HAWAII ALLIANCE OF NONPROFIT ORGANIZATIONS
1020 SOUTH BERETANIA STREET 2NDHONOLULUHI96814N/APCCORE 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]$15,000FLOOR
HAWAII ALLIANCE OF NONPROFIT ORGANIZATIONS
1020 SOUTH BERETANIA STREET 2NDHONOLULUHI96814N/APCUNSOLICITED GRANT TO HAWAII ALLIANCE OF NONPROFIT ORGANIZATIONS TO SUPPORT COVID-19 COMMUNITY RESPONSE EFFORTS [5053; PC]$5,000FLOOR
HAWAII COMMUNITY FOUNDATION (HCF)
827 FORT STREET MALLHONOLULUHI96813N/APCSUPPORT FOR THE COMMUNITY RESTORATION PARTNERSHIP (CRP) TO IMPROVE NEARSHORE AND COASTAL HABITATS [4316; PC]$200,000
HAWAII COMMUNITY FOUNDATION (HCF)
827 FORT STREET MALLHONOLULUHI96813N/APCWAI MAOLI: FRESH WATER INITIATIVE PHASE 3 SUPPORT [4456; PC]$50,000
HAWAII COMMUNITY FOUNDATION (HCF)
827 FORT STREET MALLHONOLULUHI96813N/APCPROMISING MINDS TRAUMA-INFORMED EARLY CHILDHOOD PROFESSIONAL DEVELOPMENT FOR WINDWARD OAHU [4907; PC]$50,000
HAWAII COMMUNITY FOUNDATION (HCF)
827 FORT STREET MALLHONOLULUHI96813N/APCUNSOLICITED GRANT TO HAWAII COMMUNITY FOUNDATION'S RESILIENCE FUND IN SUPPORT OF EFFORTS TO DISTRIBUTE FOOD SUPPLIES TO POPULATIONS DISPROPORTIONATELY IMPACTED BY THE OUTBREAK AND TO REDUCE THE SPREAD OF COVID-19 [5029; PC]$100,000
HAWAII COMMUNITY FOUNDATION (HCF)
827 FORT STREET MALLHONOLULUHI96813N/APCUNSOLICITED GRANT TO HAWAII COMMUNITY FOUNDATION'S RESILIENCE FUND FOR THE PURPOSE OF WORKING WITH OPERATION MASK AND OTHER GROUPS TO BULK PURCHASE PERSONAL PROTECTION EQUIPMENT FOR DISTRIBUTION TO THOSE WORKING ON THE FRONT LINES OF HEALTH CARE AND SOCIAL SERVICES DELIVERY, WITH PREFERENCE FOR WINDWARD OAHU - SERVING ORGANIZATIONS [5045; PC]$75,000
HAWAII COMMUNITY FOUNDATION (HCF)
827 FORT STREET MALLHONOLULUHI96813N/APCPARTNERING TO ADVANCE HAWAI'I'S MARINE 30X30 INITIATIVE PHASE I: BUILDING A POOLED FIELD OF INTEREST FUND [5046; PC]$300,000
HAWAII COMMUNITY FOUNDATION (HCF)
827 FORT STREET MALLHONOLULUHI96813N/APCJOBS FOR THE FUTURE [5079; PC]$20,000
HAWAII CONSERVATION ALLIANCE FOUNDATION
1601 EAST-WEST ROAD JAB 2044HONOLULUHI968481601N/APCAHUPUA'A ACCELERATOR INITIATIVE PROJECT [5000; PC]$200,000
HAWAII DEPARTMENT OF EDUCATION KAILUA KALAHEO COMPLEX AREA
WINDWARD OAHU DISTRICT OFFICEKANEOHEHI96744N/ANCSUPPORT FOR THE MASTER SCHEDULE IMPROVEMENT PROJECT TO INCREASE TIME FOR TEACHER COLLABORATION AND STUDENT LEARNING [4603; NC]$54,00046-169 KAMEHAMEHA HIGHWAY
HAWAII DEPARTMENT OF EDUCATION KAILUA KALAHEO COMPLEX AREA
WINDWARD OAHU DISTRICT OFFICEKANEOHEHI96744N/ANCKAILUA-KALAHEO COMPLEX AREA AIR CONDITIONING SUPPORT: COOLING DOWN OUR CLASSROOMS TO CREATE MORE IDEAL 21ST CENTURY LEARNING ENVIRONMENTS [4824; NC]$30,00046-169 KAMEHAMEHA HIGHWAY
HAWAII DOE LEEWARD DISTRICT OFFICE
601 KAMOKILA BLVD 588KAPOLEIHI96707N/ANCHELPING HAWAII STUDENTS TO OBTAIN INDUSTRY-VALUED CERTIFICATIONS [4630; NC]$31,515
HAWAII EXECUTIVE COLLABORATIVE
1585 KAPIOLANI BLVDHONOLULUHI96814N/APC2019 HAWAII EXECUTIVE CONFERENCE [4774; PC]$20,000
HAWAII FOODBANK INC
2611-A KILIHAU STREETHONOLULUHI96819N/APCUNSOLICITED GRANT TO THE HAWAII FOODBANK TO PURCHASE ADDITIONAL FOOD SUPPLIES AND COVER OTHER IMMEDIATE NEEDS INCLUDING $10,000 TO BE USED TO CONTRACT LOCAL FARMS [5027; PC]$50,000
HAWAII HOMELESS HEALTHCARE HUI (H4)
1301 PUNCHBOWL STREETHONOLULUHI96813N/APCKANEOHE JOINT OUTREACH CENTER [4689; PC]$75,000
HAWAII TECHNOLOGY ACADEMY
94-450 MOKUOLA STREET 200WAIPAHUHI96797N/APCEXPAND HAWAII TECHNOLOGY ACADEMY'S CAREER-BASED EDUCATION MODEL (CBEM) [5140; PC]$30,000
HAWAII WORKFORCE PIPELINE
726 KALOLINA PLACEKAILUAHI96734N/APCWINDWARD WORK-BASED LEARNING INITIATIVE [5152; PC]$90,212
HEALTHY CLIMATE COMMUNITIES
1006 MOKULUA DRIVEKAILUAHI96734N/APCCOMMUNITY FORESTRY ON THE WATERSHED OF HAMAKUA MARSH AND CLIMATE CHANGE EDUCATION [4797; PC]$30,000
HOOKUAAINA
PO BOX 342146KAILUAHI96734N/APCSUPPORT FOR THE PILOT YEAR FOR H - HOOKUAINA APPRENTICESHIP TO INCREASE COLLEGE ACCESS AND NATURAL RESOURCE STEWARDSHIP AND LEADERSHIP SKILLS FOR WINDWARD OAHU YOUTH [4633; PC]$130,000
HO'OLA NA PUA
PO BOX 22251HONOLULUHI96823N/APCPEARL HAVEN A HOME FOR HEALING [4796; PC]$100,000
HUI ALOHA
47-121 HENO PLACEKANEOHEHI96744N/APCUNSOLICITED GRANT TO ALOHA HUI FOR SUPPORT OF THE "BATHROOM BRIGADE" IN WAIMANALO [5082; PC]$5,000
HUI MALAMA O KE KAI FOUNDATION
41-477 HIHIMANU STREETWAIMANALOHI96795N/APCUNSOLICITED GRANT TO HUI MALAMA O KE KAI FOUNDATION TO SUPPORT COVID-19 COMMUNITY RESPONSE EFFORTS IN WAIMANALO [5056; PC]$10,000
HUI O HAUULA
PO BOX 264HAUULAHI96717N/APCUNSOLICITED GRANT TO HUI O HAUULA TO SUPPORT COVID-19 COMMUNITY RESPONSE EFFORTS IN KOOLAULOA [5058; PC]$10,000
HUI O HAUULA
PO BOX 264HAUULAHI96717N/APCUNSOLICITED GRANT TO HUI O HAUULA TO HIRE TWO COMMUNITY OUTREACH WORKERS TO CONNECT HOUSEHOLDS MOST AT NEED WITH RENTAL ASSISTANCE AND OTHER PROGRAMS [5172; PC]$40,000
INSPIRE INTERNATIONAL
94-877 LUMIAINA STREET BLDG 12WAIPAHUHI96797N/APCTO MATCH AN EMPLOYEE CONTRIBUTION MADE BY ANN MATSUKADO [5175; PC]$2,500
KAI LOA INC
46-500 KUNEKI STKANEOHEHI96744N/APCSTRENGTHENING THE KOOLAU HAWAIIAN FOCUSED CHARTER SCHOOL EDUCATION COLLABORATIVE [4836; PC]$54,500
KAILUA INTERMEDIATE SCHOOL BAND BOOSTERS
145 SOUTH KAINALU DRIVEKAILUAHI96734N/APCWYLF YOUTH GRANT: KAILUA INTERMEDIATE GRANT FUND SEEKERS WITH HEALTHY CLIMATE COMMUNITIES [4763; PC]$5,000
KALAHEO HIGH SCHOOL
730 ILIAINA STREETKAILUAHI96734N/ANCWYLF YOUTH GRANT: SENIOR CLASS COMMUNITY SERVICE PROJECT [4924; NC]$5,000
KALANIHALE
89-1831 MILOLII ROADCAPTAIN COOKHI96704N/APCADVANCING COMMUNITY-BASED MARINE CONSERVATION IN MILOLII [4957; PC]$25,000
KANAKA ECONOMIC DEVELOPMENT ALLIANCE
44-573 KANEOHE BAY DRIVEKANEOHEHI967442560N/ANCUNSOLICITED GRANT TO MAILIKUKAHI AINA MOMONA ACADEMY TO SUPPORT COVID-19 COMMUNITY RESPONSE EFFORTS IN KOOLAUPOKO [5098; NC]$10,000
KANU HAWAII
1050 QUEEN STREET SUITE 100HONOLULUHI968144130N/APCSOCIALIZING HAWAII'S PLEDGE TO OUR KEIKI IN SUPPORT OF A POTENTIAL GREEN FEE [4947; PC]$50,000
KAPILI LIKE HAWAII
PO BOX 155WAIMANALOHI96795N/APCORGANIZATIONAL CAPACITY-BUILDING SUPPORT TO INCREASE THE SCALE AND IMPACT OF THE KAPILI LIKE TRADES ACADEMY [5128; PC]$18,000
KAUAI ECONOMIC DEVELOPMENT BOARD
PO BOX 3921LIHUEHI96766N/APCCREATE AN INTEGRATED EMPLOYER-EDUCATION SYSTEM THAT INTRODUCES ALL KAUAI HIGH SCHOOL STUDENTS TO THE WORLD OF WORK THROUGH PROGRESSIVE WORK THROUGH PROGRESSIVE WORK-BASED LEARNING OPPORTUNITIES [4682; PC]$100,000
KAULUAKALANA
PO BOX 833KAILUAHI96734N/APCSUPPORT FOR HOOLANA, A PROJECT TO LAUNCH A NEW 'AINA-BASED EDUCATION NONPROFIT ORGANIZATION IN KAILUA [4728; PC]$85,000
KE KULA NUI O WAIMANALO
PO BOX 723WAIMANALOHI96795N/APCUNSOLICITED GRANT TO KE KULA NUI O WAIMANALO TO SUPPORT COVID-19 COMMUNITY RESPONSE EFFORTS IN WAIMANALO [5055; PC]$10,000
KIPAHULU OHANA INC
PO BOX 454HANAHI96713N/APCKIPAHULU MOKU COMMUNITY BASED SUBSISTENCE FISHING AREA, PHASE II [4933; PC]$20,000
KUAAINA ULU AUAMO (KUA)
47-200 WAIHEE RDKANEOHEHI96744N/APCI 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 RDKANEOHEHI96744N/APCUNSOLICITED GRANT TO KEY PROJECT TO CONTINUE TO SERVE CHILDREN AND FAMILIES IN WINDWARD OAHU AFFECTED BY THE ECONOMIC DOWNTURN [5026; PC]$25,000
KUALOA-HEEIA ECUMENICAL YOUTH PROJECT (KEY)
47-200 WAIHEE RDKANEOHEHI96744N/APCUNSOLICITED GRANT TO KUALOA-HEEIA ECUMENICAL PROJECT TO SUPPORT AINA-BASED EDUCATION EFFORTS TO THE COVID-19 SHUTDOWN [5054; PC]$10,000
KUALOA-HEEIA ECUMENICAL YOUTH PROJECT (KEY)
47-200 WAIHEE RDKANEOHEHI96744N/APCSUPPORT FOR THE ESTABLISHMENT OF THE KO'OLAU COMMUNITY RESOURCE CENTER WITHIN THE KEY PROJECT [5057; PC]$25,000
KUPU
677 ALA MOANA BLVD SUITE 1200HONOLULUHI96813N/APCUNSOLICITED GRANT TO KUPU FOR SUPPLEMENTAL MEAL DISTRIBUTION PROGRAM IN WINDWARD OAHU [5025; PC]$25,000
LANAKILA PACIFIC
1809 BACHELOT STREETHONOLULUHI96817N/APCLANAKILA PACIFIC CAREERS IN TECHNOLOGY PROGRAM [5020; PC]$12,500
LEGAL AID SOCIETY OF HAWAII
924 BETHEL STREETHONOLULUHI96813N/APCUNSOLICITED GRANT TO LEGAL AID SOCIETY OF HAWAII TO BUILD THEIR WINDWARD OAHU AND STATEWIDE CAPACITY TO HELP TENANTS PREVENT EVICTION [5158; PC]$40,000
MALAMA HONUA PUBLIC CHARTER SCHOOL FOUNDATION
41-054 EHUKAI STREETWAIMANALOHI96795N/APCMALAMA HONUA PCS AND LEARNING CENTER [4946; PC]$99,000
MALAMA LEARNING CENTER CORP
PO BOX 1662HONOLULUHI96806N/APCSUPPORT TO INCREASE WINDWARD OAHU STUDENT PARTICIPATION IN THE ISLANDER SCHOLARS LEADERSHIP DEVELOPMENT PROGRAM [4317; PC]$10,000
MALAMA MAUNALUA
PO BOX 240421HONOLULUHI96824N/APCIMPROVING STORMWATER RUNOFF IN THE MAUNALUA BAY REGION [5005; PC]$12,400
MARINE APPLIED RESEARCH AND EXPLORATION
1230 BRICKYARD COVE RD 101POINT RICHMONDCA94801N/APCDEEPWATER RESOURCE ASSESSMENT TO CONTRIBUTE TO HAWAII'S 30X30 MARINE GOAL [4608; PC]$25,000
NATIVE STORIES
41-222 ILAUHOLE STREETWAIMANALOHI96795N/APCTO SUPPORT THE 'OPIO PROGRAM IN WINDWARD OAHU [4929; PC]$12,500
OAHU ECONOMIC DEVELOPMENT BOARD
735 BISHOP ST SUITE 424HONOLULUHI96813N/APCALOHA + CHALLENGE: IMPACT IN THE DECADE OF ACTION. 2020-2021 MEMBERSHIP DUES [5047; PC]$16,100
PARENTS AND CHILDREN TOGETHER
1485 LINAPUNI STREET STE 105HONOLULUHI96819N/APCAN UNSOLICITED GRANT FOR THE OHIA DOMESTIC VIOLENCE SHELTER IN HONOR OF JUDY GUERRERO [4934; PC]$10,000
PBL WORKS
3 HAMILTON LANDING SUITE 220NOVATOCA94949N/APCSCALING HIGH QUALITY PROJECT BASED LEARNING FOR IMPACT IN THE PEARL CITY-WAIPAHU COMPLEX AREA [4288; PC]$80,000
PBL WORKS
3 HAMILTON LANDING SUITE 220NOVATOCA94949N/APCSCALING PROJECT BASED LEARNING STATEWIDE TO HELP PUBLIC SCHOOL LEADERS INCORPORATE AT LEAST TWO PROJECT-BASED LESSONS IN CLASS-ROOMS ACROSS THE STATE EACH YEAR [4391; PC]$66,978
POLYNESIAN VOYAGING SOCIETY
10 SAND ISLAND PARKWAYHONOLULUHI96819N/APCPOSITIONING PVS: VOYAGING; PROGRAM IMPACT; AND ORGANIZATIONAL STRENGTH [5036; PC]$40,000
PUOHALA ELEMENTARY SCHOOL
45-233 KULAULI STREETKANEOHEHI96744N/ANCWYLF YOUTH GRANT: F.O.G AT PUOHALA [4913; NC]$1,950
PURPLE MAIA
98-820 MOANALUA ROAD 15-547AIEAHI96701N/APCKAIKAINA 2020: FUTURE ANCESTORS. SUPPORT TO EXTEND CURRENT PROGRAMMING AND REFINE NEW CURRICULA [4884; PC]$141,112
RESOURCES LEGACY FUND
555 CAPITOL MALL SUITE 1095SACRAMENTOCA95814N/APCBUILDING 30X30 PHASE II [5035; PC]$30,000
SUSTAINABLE MOLOKAI
PO BOX 250KAUNAKAKAIHI96748N/APCUNSOLICITED GRANT TO SUSTAINABLE MOLOKAI TO SUPPORT COVID-19 EMERGENCY FOOD RELIEF PROJECT: HO'OKU'IKAHI ALOHA MOLOKAI [5076; PC]$10,000
TEACH FOR AMERICA (TFA)
500 ALA MOANA BLVD SUITE 3-580HONOLULUHI96813N/APCSUPPORT TO SUSTAIN TEACH FOR AMERICA-HAWAI'I'S WORK TO CLOSE THE ACHIEVEMENT GAP [4585; PC]$200,000
TEACH FOR AMERICA (TFA)
500 ALA MOANA BLVD SUITE 3-580HONOLULUHI96813N/APCCLOSING THE COLLEGE ACCESS EQUITY GAP - EXPLORING POTENTIAL PATHWAYS FOR HAWAII [4997; PC]$25,000
TEACH LIKE A CHAMPION - UNCOMMON SCHOOLS
410 FEURA BUSH ROADGLENMONTNY12077N/APCENHANCING REMOTE LEARNING FOR HAWAII'S STUDENTS: A HAWAII DOE-TEACH LIKE A CHAMPION PARTNERSHIP [5081; PC]$19,950
THE CHAMBER OF COMMERCE OF HAWAII
1132 BISHOP STREET SUITE 2105HONOLULUHI968132813N/APCENCOURAGE WORKFORCE DEVELOPMENT BY BUILDING A BRIDGE BETWEEN BUSINESSES & STUDENTS IN WAIPAHU AND PEARL CITY HIGH SCHOOLS, PROVIDING BUSINESSES THE OPPORTUNITY TO RECRUIT NEW TALENT WHILE OFFERING STUDENTS THE FOUNDATIONAL EXPERIENCE TO SUCCEED IN THE FUTURE [4338; PC]$97,360
THE CHAMBER OF COMMERCE OF HAWAII
1132 BISHOP STREET SUITE 2105HONOLULUHI968132813N/APCBRIDGE FUNDING TO SUPPORT THE CHAMBER OF COMMERCE'S EDUCATION & WORKFORCE DEVELOPMENT EFFORTS [5051; PC]$30,000
THE FOOD BASKET INC
40 HOLOMUA STHILOHI96720N/APCUNSOLICITED GRANT TO HAWAII FOOD BASKET TO PROVIDE LOCAL-CAUGHT FISH TO FAMILIES QUALIFYING FOR FOOD STAMPS [5174; PC]$25,000
THE MEDIATION CENTER OF THE PACIFIC INC
680 IWILEI ROAD SUITE 530HONOLULUHI96817N/APCUNSOLICITED GRANT TO THE MEDIATION CENTER OF THE PACIFIC, INC. TO PROVIDE LANDLORD-TENANT MEDIATION SERVICES FOR WINDWARD OAHU RESIDENTS [5178; PC]$10,000
THE NATURE CONSERVANCY OF HAWAII
923 NUUANU AVENUEHONOLULUHI96817N/APCE 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 PACIFIC AMERICAN FOUNDATION (PAF)
45-285 KANEOHE BAY DRIVE SUITE 102KANEOHEHI96744N/APCCASTLE ENGINEERING PIPELINE PROJECT 2: ENGINEERING DESIGN PROCESS TEACHER TRAINING FOR CASTLE HIGH, KING INTERMEDIATE AND THE REMAINING SEVEN ELEMENTARY SCHOOLS IN CASTLE COMPLEX [4386; PC]$126,488
UNIVERSITY OF HAWAII
2440 CAMPUS ROAD BOX 368HONOLULUHI968222234N/ANCCAREER HI-WAY: SMART PATHS TO HAWAII'S IN-DEMAND JOBS [4330; NC]$100,000
UNIVERSITY OF HAWAII FOUNDATION
PO BOX 11270HONOLULUHI968280270N/APCOWNING THE WHOLE PATHWAY: SECTOR PARTNERSHIPS & STUDENT SUCCESS CENTER [4327; PC]$37,500
UNIVERSITY OF HAWAII FOUNDATION
PO BOX 11270HONOLULUHI968280270N/APCWINDWARD TO THE WORLD: CONNECTING WCC PERFORMING ARTS STUDENTS TO TRAINING AND PROFESSIONAL OPPORTUNITIES BEYOND HAWAI'I [4358; PC]$19,931
UNIVERSITY OF HAWAII FOUNDATION
PO BOX 11270HONOLULUHI968280270N/APCHAWAII P-20 PATHWAYS INITIATIVE - BUILDING CLEAR AND COHERENT PATHWAYS FOR STUDENT SUCCESS [4635; PC]$150,000
UNIVERSITY OF HAWAII FOUNDATION
PO BOX 11270HONOLULUHI968280270N/APCCORE ORGANIZATIONAL SUPPORT FOR HAWAII P-20 PARTNERSHIPS FOR EDUCATION, A STATEWIDE PARTNERSHIP THAT WORKS TO STRENGTHEN THE EDUCATIONAL PIPELINE [4750; PC]$300,000
UNIVERSITY OF HAWAII FOUNDATION
PO BOX 11270HONOLULUHI968280270N/APCSUPPORT FOR AN EXPANDED AND ENHANCED PAIPAI KOOLAU 13TH YEAR PROGRAM AT WINDWARD COMMUNITY COLLEGE [4695; PC]$262,687
UNIVERSITY OF HAWAII FOUNDATION
PO BOX 11270HONOLULUHI968280270N/APCHAWAII P-20 CASH FOR COLLEGE CHALLENGE [4904; PC]$25,000
UNIVERSITY OF HAWAII FOUNDATION
PO BOX 11270HONOLULUHI968280270N/APCBUILDING DURABILITY FOR THE HAWAII ASSOCIATION OF WATERSHED PARTNERSHIPS [5003; PC]$25,000
UNIVERSITY OF HAWAII FOUNDATION
PO BOX 11270HONOLULUHI968280270N/APCUNIVERSITY OF HAWAII SYSTEM STUDENT FOOD SECURITY INITIATIVE [5010; PC]$104,000
UNIVERSITY OF HAWAII FOUNDATION
PO BOX 11270HONOLULUHI968280270N/APCUNSOLICITED GRANT TO THE UNIVERSITY OF HAWAII FOUNDATION TO BE SPLIT EQUALLY AMONG THE CULINARY ARTS PROGRAM AT KAPIOLANI COMMUNITY COLLEGE AND THE 10 UH CAMPUSES TO PROVIDE BOXES OF FOOD AND ESSENTIAL TOILETRIES DIRECTLY TO LOW-INCOME STUDENTS [5031; PC]$50,000
UNIVERSITY OF HAWAII FOUNDATION
PO BOX 11270HONOLULUHI968280270N/APCTO PROVIDE AN ON RAMP TO COLLEGE, WORK OR MILITARY FOR EVERY PUBLIC HIGH SCHOOL GRADUATE IN THE CLASS OF 2020 [5072; PC]$300,000
UNIVERSITY OF HAWAII FOUNDATION
PO BOX 11270HONOLULUHI968280270N/APCUNSOLICITED GRANT TO UH ECONOMIC RESEARCH ORGANIZATION TO BUILD THEIR CAPACITY TO PROVIDE EXPERT ECONOMIC ANALYSIS DURING THE PANDEMIC AND TO IMPROVE UNDERSTANDING OF THE LOW-INCOME RENTAL HOUSING MARKET IN HAWAII [5170; PC]$38,000
UNIVERSITY OF VIRGINIA
405 EMMET STREET SOUTHCHARLOTTESVILLEVA22901N/APCLEVERAGING DATA AND BEHAVIORAL SCIENCE STRATEGIES WITH INTERACTIVE TECHNOLOGIES TO IMPROVE COLLEGE ACCESS AND SUCCESS OUTCOMES IN HAWAII [4457; PC]$105,289
URBAN LAND INSTITUTE - HAWAII CHAPTER
1100 NUUANU AVEHONOLULUHI96817N/APCWINDWARD OAHU URBAN PLAN PROGRAM AND SUMMER INSTITUTE INVOLVING WINDWARD OAHU STUDENTS FROM A VARIETY OF SCHOOLS [4507; PC]$10,000
VISION TO LEARN
11611 SAN VICENTE BLVD SUITE 500LOS ANGELESCA90049N/APCTO PROVIDE BETTER VISION THROUGH SCREENING, EYE EXAMS AND GLASSES FOR THE KEIKI OF THE STATE OF HAWAI'I [4373; PC]$100,000
WAIMANALO CANOE CLUB
PO BOX 259WAIMANALOHI96795N/APCWAIMANALO CANOE CLUB "KE ALAULA" [4816; PC]$60,000
WAIMANALO HEALTH CENTER
41-1347 KALANIANAOLE HWYWAIMANALOHI96795N/APCUNSOLICITED GRANT TO WAIMANALO HEALTH CENTER TO HIRE TWO ADDITIONAL COMMUNITY OUTREACH AND EDUCATION WORKERS [5157; PC]$40,000
WASTEWATER ALTERNATIVE AND INNOVATIONS
2927 HIBISCUS PLACEHONOLULUHI96815N/APCFINDING SOLUTIONS FOR THE CONVERSION OF HAWAIIS CESSPOOLS [4832;PC]$50,000
YMCA - WINDWARD BRANCH
1441 PALI HIGHWAYHONOLULUHI96813N/APCWINDWARD YMCA MALAMA AINA SERVICE CLUB [4411; PC]$40,000
YMCA - WINDWARD BRANCH
1441 PALI HIGHWAYHONOLULUHI96813N/APCTO ENABLE THE WINDWARD YMCA LEARNING CENTER TO SUPPLEMENT AND SUPPORT ELEMENTARY AGE STUDENTS ENGAGED IN DISTANCE LEARNING [5141; PC]$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$7,223,625TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (51 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ADULT FRIENDS FOR YOUTH
3375 KOAPAKA STREETHONOLULUHI96819N/APCMOBILE RELIEF AND STUDENT LEARNING CENTER HUB [5114: PC]$32,000
BLANCHE POPE ELEMENTARY SCHOOL
41-133 HULI STREETWAIMANALOHI96795N/ANCTO SUPPORT THE GARDEN OF EDEN PROJECT TO IMPROVE OUTDOOR LEARNING EXPERIENCES FOR STUDENTS [4243; NC]$50,000
CONSERVATION INTERNATIONAL
2011 CRYSTAL DRIVE SUITE 500ARLINGTONVA22202N/APCGENERAL SUPPORT TO IMPROVE CAPACITY TO LAUNCH A SUCCESSFUL ADVOCACY CAMPAGIN FOR A HAWAII GREEN FEE [5169; PC]$75,000
DEPARTMENT OF LAND AND NATURAL RESOURCES
1151 PUNCHBOWL STREET ROOM 330HONOLULUHI968133088N/ANCTO 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
HALE MAKUA HEALTH SERVICES
472 KAULANA STREETKAHULUIHI96732N/APCMAUI HEALTHCARE PATHWAYS SYSTEM [5095; PC]$25,000
HAWAII ALLIANCE OF NONPROFIT ORGANIZATIONS
1020 SOUTH BERETANIA STREET 2NDHONOLULUHI96814N/APCCORE 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]$15,000FLOOR
HAWAII COMMUNITY FOUNDATION (HCF)
827 FORT STREET MALLHONOLULUHI96813N/APCWAI MAOLI: FRESH WATER INITIATIVE PHASE 3 SUPPORT [4456; PC]$50,000
HAWAII COMMUNITY FOUNDATION (HCF)
827 FORT STREET MALLHONOLULUHI96813N/APCPARTNERING TO ADVANCE HAWAI'I'S MARINE 30X30 INITIATIVE PHASE I: BUILDING A POOLED FIELD OF INTEREST FUND [5046; PC]$1,200,000
HAWAII COMMUNITY FOUNDATION (HCF)
827 FORT STREET MALLHONOLULUHI96813N/APCHAWAII WORKFORCE DEVELOPMENT FUNDER COLLABORATIVE [5190; PC]$75,000
HAWAII COMMUNITY FOUNDATION (HCF)
827 FORT STREET MALLHONOLULUHI96813N/APCPILINA FUND [5268; PC]$400,000
HAWAII CONSERVATION ALLIANCE FOUNDATION
1601 EAST-WEST ROAD JAB 2044HONOLULUHI968481601N/APCAHUPUA'A ACCELERATOR INITIATIVE PROJECT [5000; PC]$200,000
HAWAII DEPARTMENT OF EDUCATION KAILUA KALAHEO COMPLEX AREA
WINDWARD OAHU DISTRICT OFFICEKANEOHEHI96744N/ANCKAILUA-KALAHEO COMPLEX AREA AIR CONDITIONING SUPPORT: COOLING DOWN OUR CLASSROOMS TO CREATE MORE IDEAL 21ST CENTURY LEARNING ENVIRONMENTS [4824; NC]$30,00046-169 KAMEHAMEHA HIGHWAY
HAWAII HOMELESS HEALTHCARE HUI (H4)
1301 PUNCHBOWL STREETHONOLULUHI96813N/APCKANEOHE JOINT OUTREACH CENTER [4689; PC]$50,000
HAWAII TECHNOLOGY ACADEMY
94-450 MOKUOLA STREET 200WAIPAHUHI96797N/APCEXPAND HAWAII TECHNOLOGY ACADEMY'S CAREER-BASED EDUCATION MODEL (CBEM) [5140; PC]$45,000
HAWAII WORKFORCE PIPELINE
726 KALOLINA PLACEKAILUAHI96734N/APCWINDWARD WORK-BASED LEARNING INITIATIVE [5152; PC]$156,909
HEALTHY CLIMATE COMMUNITIES
1006 MOKULUA DRIVEKAILUAHI96734N/APCCOMMUNITY FORESTRY ON THE WATERSHED OF HAMAKUA MARSH AND CLIMATE CHANGE EDUCATION [4797; PC]$20,000
HOOKUAAINA
PO BOX 342146KAILUAHI96734N/APCSUPPORT FOR THE PILOT YEAR FOR H - HOOKUAINA 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 STREETWAIMANALOHI96795N/APCWYLF YOUTH GRANT: MLAMA INOAOLE KAHAWAI [4560; PC]$5,000
HUI MALAMA O KE KAI FOUNDATION
41-477 HIHIMANU STREETWAIMANALOHI96795N/APCE HOKOAKOA: A COMMUNITY & EDUCATIONAL SPACE [5166; PC]$50,000
KAI LOA INC
46-500 KUNEKI STKANEOHEHI96744N/APCHALE AINA BUILD AND PORTABLES RETROFIT [4413; PC]$200,000
KALANIHALE
89-1831 MILOLII ROADCAPTAIN COOKHI96704N/APCADVANCING COMMUNITY-BASED MARINE CONSERVATION IN MILOLII [4957; PC]$25,000
KNEHNMOKU VOYAGING ACADEMY
47-705 KAMEHAMEHA HWY UNIT AKANEOHEHI96744N/APCSUPPORT 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
KANU HAWAII
1050 QUEEN STREET SUITE 100HONOLULUHI968144130N/APCSOCIALIZING HAWAII'S PLEDGE TO OUR KEIKI IN SUPPORT OF A POTENTIAL GREEN FEE [4947; PC]$50,000
KAULUAKALANA
PO BOX 833KAILUAHI96734N/APCSUPPORT FOR HOOLANA, A PROJECT TO LAUNCH A NEW 'AINA-BASED EDUCATION NONPROFIT ORGANIZATION IN KAILUA [4728; PC]$105,000
KAWAIAHAO CHURCH
957 PUNCHBOWL STREETHONOLULUHI96813N/APCKAWAIHAO BICENTENNIAL CELEBRATION [5001; PC]$40,000
KE KULA NUI O WAIMANALO
PO BOX 723WAIMANALOHI96795N/APCWYLF YOUTH GRANT: MALA HO'AKA'AKA [5269; PC]$5,000
KIPAHULU OHANA INC
PO BOX 454HANAHI96713N/APCKIPAHULU MOKU COMMUNITY BASED SUBSISTENCE FISHING AREA, PHASE II [4933; PC]$20,000
KUAAINA ULU AUAMO (KUA)
47-200 WAIHEE RDKANEOHEHI96744N/APCI 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
LANAKILA PACIFIC
1809 BACHELOT STREETHONOLULUHI96817N/APCLANAKILA PACIFIC CAREERS IN TECHNOLOGY PROGRAM [5020; PC]$12,500
MALAMA HONUA PUBLIC CHARTER SCHOOL FOUNDATION
41-054 EHUKAI STREETWAIMANALOHI96795N/APCTO 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 STREETWAIMANALOHI96795N/APCWYLF YOUTH PROJECT: RESTORING PUHA STREAM IN WAIMANALO [4939; PC]$5,000
MALAMA MAUNALUA
PO BOX 240421HONOLULUHI96824N/APCIMPROVING STORMWATER RUNOFF IN THE MAUNALUA BAY REGION [5005; PC]$12,400
MANOA HERITAGE CENTER
2859 MANOA ROADHONOLULUHI96822N/APCSAM COOKE ENDOWED FUND [4463; PC]$575,000
MARIMED FOUNDATION
45-025 LIKEKE PLACEKANEOHEHI96744N/APCSUPPORT FOR EMERGENCY HAUL-OUT AND REPAIRS OF MARIMED FOUNDATION'S SSV MAKANI OLU [5155; PC]$25,000
NATIVE STORIES
41-222 ILAUHOLE STREETWAIMANALOHI96795N/APCTO SUPPORT THE 'OPIO PROGRAM IN WINDWARD OAHU [4929; PC]$12,500
OAHU ECONOMIC DEVELOPMENT BOARD
735 BISHOP ST SUITE 424HONOLULUHI96813N/APCALOHA + CHALLENGE: IMPACT IN THE DECADE OF ACTION. 2020-2021 MEMBERSHIP DUES [5047; PC]$16,000
POLYNESIAN VOYAGING SOCIETY
10 SAND ISLAND PARKWAYHONOLULUHI96819N/APCPOSITIONING PVS: VOYAGING; PROGRAM IMPACT; AND ORGANIZATIONAL STRENGTH [5036; PC]$60,000
PUBLIC SCHOOLS OF HAWAII FOUNDATION
PO BOX 4148HONOLULUHI96812N/APCFOR 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 HWYKAILUAHI96734N/APCUNSOLICITED GRANT TO RYSE HAWAII FOR GENERAL OPERATING SUPPORT. [5181; PC]$5,000
RESOURCES LEGACY FUND
555 CAPITOL MALL SUITE 1095SACRAMENTOCA95814N/APCBUILDING 30X30 PHASE II [5035; PC]$45,000
TEACH FOR AMERICA (TFA)
500 ALA MOANA BLVD SUITE 3-580HONOLULUHI96813N/APCSUPPORT TO SUSTAIN TEACH FOR AMERICA-HAWAI'I'S WORK TO CLOSE THE ACHIEVEMENT GAP [4585; PC]$300,000
THE NATURE CONSERVANCY OF HAWAII
923 NUUANU AVENUEHONOLULUHI96817N/APCE 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]$800,000
UNIVERSITY OF HAWAII FOUNDATION
PO BOX 11270HONOLULUHI968280270N/APCSUPPORT TO EXPAND THE WINDWARD COMMUNITY COLLEGE EARLY COLLEGE EDUCATION INITIATIVE [4132; PC]$426,648
UNIVERSITY OF HAWAII FOUNDATION
PO BOX 11270HONOLULUHI968280270N/APCHAWAII P-20 PATHWAYS INITIATIVE - BUILDING CLEAR AND COHERENT PATHWAYS FOR STUDENT SUCCESS [4635; PC]$150,000
UNIVERSITY OF HAWAII FOUNDATION
PO BOX 11270HONOLULUHI968280270N/APCSUPPORT FOR AN EXPANDED AND ENHANCED PAIPAI KOOLAU 13TH YEAR PROGRAM AT WINDWARD COMMUNITY COLLEGE [4695; PC]$809,670
UNIVERSITY OF HAWAII FOUNDATION
PO BOX 11270HONOLULUHI968280270N/APCBUILDING DURABILITY FOR THE HAWAII ASSOCIATION OF WATERSHED PARTNERSHIPS [5003; PC]$35,000
UNIVERSITY OF HAWAII FOUNDATION
PO BOX 11270HONOLULUHI968280270N/APCUNIVERSITY OF HAWAII SYSTEM STUDENT FOOD SECURITY INITIATIVE [5010; PC]$96,000
UNIVERSITY OF HAWAII FOUNDATION
PO BOX 11270HONOLULUHI968280270N/APCSUPPORT 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]$100,000
UNIVERSITY OF HAWAII FOUNDATION
PO BOX 11270HONOLULUHI968280270N/APCSOAR HIGHER - SUPPORT FOR WINDWARD OAHU SCHOOLS TO PARTICIPATE AS A GEAR UP 6-16 MODEL [5173; PC]$2,381,580
WAIMANALO CANOE CLUB
PO BOX 259WAIMANALOHI96795N/APCWAIMANALO CANOE CLUB "KE ALAULA" [4816; PC]$20,000
YMCA - WINDWARD BRANCH
1441 PALI HIGHWAYHONOLULUHI96813N/APCWINDWARD YMCA MALAMA AINA SERVICE CLUB [4411; PC]$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$9,753,543TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$282,463ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,565,859ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$4,613,495ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Exclusion01ExclusionCd
Exclusion$1,757ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$7,463,574ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$7,463,574TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$39,267Amt
Net Investment Income$6,607NetInvestmentIncomeAmt
Disbursements Charitable Prps$32,660DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (32 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmt
BUILDING IMPROVEMENTS (BEGINNING BALANCE)2010-01-01$1,531,354$392,653SL39.000000000000$39,266$0
MASON ARCHITECT - A&E SVCS TO 1/31/102010-01-01$5,905$1,514SL39.000000000000$151$0
AA ELECTRIC - TEL CABLING2010-01-01$63$16SL39.000000000000$2$0
HEATH CONSTRUCTION - CM SVCS TO 2/28/102010-01-01$1,069$274SL39.000000000000$27$0
MASON ARCHITECT - EXTRA A&E SVCS2010-01-01$2,343$601SL39.000000000000$60$0
RECLASS FOUNDATION OFFICE2010-01-01$16,573$4,249SL39.000000000000$425$0
MASON ARCHITECT - EXTRA A&E SVCS2010-01-01$1,049$269SL39.000000000000$27$0
CONSTRUCTORS HAWAII - PAY APP NO. 92010-01-01$105,924$27,160SL39.000000000000$2,716$0
CONSTRUCTORS HAWAII - FINAL PAY APP2010-01-01$5,000$1,282SL39.000000000000$128$0
AMV HAWAII - COIL CONDENSER REPLACEMENT2020-12-01$4,837SL5.000000000000$81$0
AMV HAWAII - COIL CONDENSER REPLACEMENT2020-12-01$2,070SL5.000000000000$35$0
FILE CABINETS (ARCHIVE ROOM)1995-01-01$416$416SL10.000000000000$0$0
FND MGR'S FURNITURE (SCAN LINE)1999-09-01$6,389$6,389SL10.000000000000$0$0
CONFRNC ROOM CREDENZA (SCANLINE) RECEPTION1999-10-01$1,711$1,711SL10.000000000000$0$0
FND MGR'S LATERAL FILE (SCAN LINE) MATT'S OFFICE1999-11-01$1,123$1,123SL10.000000000000$0$0
BOSE RADIO RECEPTION1999-12-01$519$519SL5.000000000000$0$0
OFFICE PAVILLION - FLEXNET NO ARM CHAIRS (QTY 4)2010-02-01$1,013$1,013SL5.000000000000$0$0
OFFICE PAVILLION - FLEXNET FIXED ARM CHAIRS (QTY 14)2010-02-01$4,275$4,275SL5.000000000000$0$0
OFFICE PAVILLION - RECTANGLE TABLES (QTY 4)2010-02-01$4,686$4,686SL5.000000000000$0$0
OFFICE PAVILLION - NATURAL CHERRY FURNITURE (TERRY'S OFFICE)2010-02-01$9,113$9,037SL10.000000000000$76$0
OFFICE PAVILLION - VIVO WORKSTATIONS (BETH & ANN)2010-02-01$10,854$10,764SL10.000000000000$90$0
OFFICE PAVILLION - WORKSTATION, CHAIR, FILE STORAGE2011-11-01$6,390$5,219SL10.000000000000$639$0
OFFICE PAVILLION - 2ND PAYMENT2011-11-01$6,390$5,219SL10.000000000000$639$0
XEROX W7845PT SER #MX4-3442622014-04-01$10,330$10,330SL5.000000000000$0$0
DELL SERVER2015-08-01$7,720$6,820SL5.000000000000$900$0
SURFACE PRO (QTY2)/DELL OPTIPLEX DESKTOP (QTY3)2015-08-01$8,400$7,420SL5.000000000000$980$0
MACBOOK PRO 15.4 GREY, 2.7GHZ, RP455, 512GB2016-12-01$3,084$1,902SL5.000000000000$618$0
SAMSUNG 82" SMART 4K ULTRA HD TV2017-10-01$5,654$2,545SL5.000000000000$1,131$0
SURFACE PRO 6 (QTY1) AH2019-09-01$2,079$139SL5.000000000000$416$0
SURFACE BOOK 2 WITH DOCKING JG/AM2019-10-01$3,202$160SL5.000000000000$640$0
SURFACE BOOK 2 WITH DOCKING JG/AM2019-10-01$3,202$160SL5.000000000000$640$0
SURFACE PRO 7 (QTY1) TRG2020-11-01$1,838SL5.000000000000$61$0

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JAMES B CASTLE HIGH SCHOOLBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line145-386 KANEOHE BAY DR KANEOHE HIAddressLine1Txt
Address Line296744AddressLine2Txt
CityKANEOHECityNm
State AbbreviationHIStateAbbreviationCd
ZIP96744ZIPCd
FieldValueIRS element (for citing)
Grant2018-06-05GrantDt
Grant$25,000GrantAmt
Purpose Of GrantCASTLE HIGH SCHOOL REDESIGN: STRENGTHENING THE INFRASTRUCTURE OF CASTLE HIGH SCHOOL TO PROMOTE SEAMLESS TRANSITION TO WALL TO WALL ACADEMIES AS WE ALIGN TO THE NATIONAL CAREER ACADEMIES STANDARDS OF PRACTICE.PurposeOfGrantTxt
Expended By Grantee$25,000ExpendedByGranteeAmt
Any Diversion By GranteeNONEAnyDiversionByGranteeTxt
Dates Of Reports By GranteeSUBMITTED PENDING COMPLETION OF WORK DUE 9/2019DatesOfReportsByGranteeTxt
Verification2019-09-11VerificationDt
Results Of VerificationTO VERIFY THE CONTENTS OF THE REPORT AND TO MONITOR THE PROGRESS OF THE PROJECT, TERRENCE GEORGE AND/OR GEORGI DECOSTA (PROGRAM OFFICER FOR WINDWARD OAHU) MET WITH BERNADETTE TYRELL ON SIX OCCASIONS TO MONITOR THE GRANTEE'S PROGRESS AND CORRESPONDED VIA EMAIL OR PHONE CALLS WITH THE GRANTEE ON SEVERAL OCCASIONS AS FOLLOWS: 6/8/2018 IN PERSON 7/16/2018 VIA EMAIL 12/27/18 IN PERSON 2/6/2019 IN PERSON 4/3/2019 AT P20 PATHWAYS SUMMIT 5/16/2019 IN PERSON 6/26/2019 IN PERSON 9/11/2019 IN PERSONResultsOfVerificationTxt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (2 entries)

IdentifierIdentifierTxtForm And Line ReferenceFormAndLineReferenceDescMedium ExplanationMediumExplanationTxt
NOTE ON DATES ACQUIRED/SOLD AND DETAILSFORM 990-PF, PART IVTHE 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 INFOFORM 990-PR, PART XV, LINES 2A - 2DLINE 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

FieldValueIRS element (for citing)
StockCORPORATE STOCK AND MUTUAL FUNDSStockNm
EOY Book Value$104,886,239EOYBookValueAmt
EOYFMV$130,296,865EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
LIMITED PARTNERSHIPSFMV$337,626$337,626
HEDGE FUNDSFMV$31,287,401$37,154,448
PRIVATE EQUITYFMV$27,817,964$30,140,959

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (32 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
BUILDING IMPROVEMENTS (BEGINNING BALANCE)$1,531,354$431,919$1,099,435$1,099,435
MASON ARCHITECT - A&E SVCS TO 1/31/10$5,905$1,665$4,240$4,240
AA ELECTRIC - TEL CABLING$63$18$45$45
HEATH CONSTRUCTION - CM SVCS TO 2/28/10$1,069$301$768$768
MASON ARCHITECT - EXTRA A&E SVCS$2,343$661$1,682$1,682
RECLASS FOUNDATION OFFICE$16,573$4,674$11,899$11,899
MASON ARCHITECT - EXTRA A&E SVCS$1,049$296$753$753
CONSTRUCTORS HAWAII - PAY APP NO. 9$105,924$29,876$76,048$76,048
CONSTRUCTORS HAWAII - FINAL PAY APP$5,000$1,410$3,590$3,590
AMV HAWAII - COIL CONDENSER REPLACEMENT$4,837$81$4,756$4,756
AMV HAWAII - COIL CONDENSER REPLACEMENT$2,070$35$2,035$2,035
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$5,858$532$532
OFFICE PAVILLION - 2ND PAYMENT$6,390$5,858$532$532
XEROX W7845PT SER #MX4-344262$10,330$10,330$0
DELL SERVER$7,720$7,720$0
SURFACE PRO (QTY2)/DELL OPTIPLEX DESKTOP (QTY3)$8,400$8,400$0
MACBOOK PRO 15.4 GREY, 2.7GHZ, RP455, 512GB$3,084$2,520$564
SAMSUNG 82" SMART 4K ULTRA HD TV$5,654$3,676$1,978
SURFACE PRO 6 (QTY1) AH$2,079$555$1,524
SURFACE BOOK 2 WITH DOCKING JG/AM$3,202$800$2,402
SURFACE BOOK 2 WITH DOCKING JG/AM$3,202$800$2,402
SURFACE PRO 7 (QTY1) TRG$1,838$61$1,777

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$29,204LegalFeesAmt
Net Investment Income$4,914NetInvestmentIncomeAmt
Disbursements Charitable Prps$24,290DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescCHANGE IN FMV ADJUSTMENTDesc
Amt$12,964,149Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE - FIRE$9,774$0$14,479
INSURANCE - LIABILITY$57,011$9,593$52,674
MEALS & ENTERTAINMENT$5,208$876$4,332
SUPPLIES$18,690$0$18,690
AUTO & TRUCK$347$0$347
DUES & SUBSCRIPTIONS$66,240$0$66,240
REPAIRS & MAINTENANCE$46,288$0$46,288
SERVICE FEES$4,299$723$3,576
OTHER EXPENSES (FROM K-1 CORE SENIOR LENDING OFFSHORE FUND, L.P.)$0$1,264$0
OTHER EXPENSES (FROM K-1 CRESTVIEW IV PRIVATE INVESTORS LLC)$0$31,082$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
K-1 PACIFICAP TARGETED VENTURES LP$0$14,738$0
OTHER INCOME$1,757$1,757$1,757

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCHANGE IN UNREALIZED GAIN/LOSSDesc
Amt$12,961,905Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
OTHER LIABILITIES$83,507$87,890
FEDERAL EXCISE TAX PAYABLE$234,892$424,062

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OTHER PROFESSIONAL FEES$356,121$0$356,121
MANAGEMENT FEES - INVESTMENTS$1,232,784$1,232,784$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAX$289,170$0$0
HAWAII GENERAL EXCISE TAX$38$38$0
FOREIGN TAXES$46,664$46,664$0
PAYROLL TAXES$67,944$12,179$55,765