HMSA FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HMSA FOUNDATION (EIN 99-0250429)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-10-28
- IRS object ID
- 202143019349100544
- 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
- Form 990-PF
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Other Schedule2
- 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 | 2021-10-28T19:51:15-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 205325889 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACCUITY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 999 BISHOP STREET STE 1900 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96813 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 990250429 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HMSA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HMSA | BusinessNameControlTxt |
| Phone | 8089485145 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POBOX 860 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96808 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GINA L MARTING | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8089485145 | PhoneNum |
| Signature | 2021-10-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GINA | PersonFirstNm |
| Person Last | MARTING | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOAN FUJITA | PreparerPersonNm |
| PTIN | P00235894 | PTIN |
| Phone | 8085313400 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $26,810,771 | 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 | $321 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $321 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $523,637 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $523,637 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$187,185 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,300,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $492 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $492 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $337,265 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $524,450 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $256,246 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $393,157 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $38,317 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $58,632 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $21,595 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $180 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $9,165 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $402 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $0 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $96,414 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $874,108 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,024,561 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,179,071 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,898,669 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,179,071 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,561,404 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $524,450 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $451,938 | CashBOYAmt |
| Cash EOY | $126,944 | CashEOYAmt |
| Cash EOYFMV | $126,944 | CashEOYFMVAmt |
| Acct Rcvbl | $15,595 | AcctRcvblAmt |
| Acct Rcvbl BOY | $23,826 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $15,595 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $15,595 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $625,416 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $169,965 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $169,965 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $18,139,408 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $18,175,821 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $26,498,267 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $19,240,588 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,488,325 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $26,810,771 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $77,573 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $68,628 | AccountsPayableEOYAmt |
| Grants Payable BOY | $2,887,169 | GrantsPayableBOYAmt |
| Grants Payable EOY | $8,736,417 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $138,536 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $107,373 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,103,278 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,912,418 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $16,137,310 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $9,575,907 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,137,310 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,575,907 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $19,240,588 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,488,325 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,137,310 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,561,404 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,000,001 | OtherIncreasesAmt |
| Subtotal | $9,575,907 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,575,907 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PIMCO 28,089.89 SHARES | P | 2011-03-31 | 2020-05-20 | $300,000 | $300,597 | -$597 | -$597 |
| VANGUARD MID CAP 2,592.29 | P | 2007-12-31 | 2020-08-04 | $125,000 | $57,858 | $67,142 | $67,142 |
| VANGUARD SMALL CAP 1,344 | P | 2007-12-31 | 2020-08-04 | $100,000 | $47,671 | $52,329 | $52,329 |
| VANGUARD INSTL INDEX 931 | P | 1997-05-29 | 2020-08-04 | $275,000 | $99,023 | $175,977 | $175,977 |
| VANGUARD MID CAP 2,744.7 | P | 2007-12-31 | 2020-11-30 | $150,000 | $61,518 | $88,482 | $88,482 |
| VANGUARD SMALL CAP 1,146 | P | 2007-12-31 | 2020-11-30 | $100,000 | $40,813 | $59,187 | $59,187 |
| VANGUARD INSTL INDEX 771 | P | 2007-12-31 | 2020-11-30 | $250,000 | $82,688 | $167,312 | $167,312 |
| LONG TERM CAPITAL GAIN DISTRIBUTION | P | $118,951 | $118,951 | ||||
| SHORT TERM CAPITAL GAIN DISTRIBUTION | P | $84,032 | $84,032 | ||||
| TGI HOLDINGS, INC. DISSOLUTION | P | 2011-12-30 | 2020-12-15 | $1,000,000 | -$1,000,000 | -$1,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$187,185 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $84,032 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,290 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,290 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,290 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $6,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $19,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $11,710 | OverpaymentAmt |
| Applied To ES Tax | $11,710 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | HI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.HMSAFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | MARCUS CHUN | IndividualWithBooksNm |
| Phone | 8089485145 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 818 KEEAUMOKU STREET | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Exempt Interest | $0 | TaxExemptInterestAmt |
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MARK MUGIISHI | ||||||||
| PO BOX 860 | HONOLULU | HI | 96808 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| KATHRYN MATAYOSHI | ||||||||
| PO BOX 860 | HONOLULU | HI | 96808 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| GINA L MARTING | ||||||||
| PO BOX 860 | HONOLULU | HI | 96808 | TREASURER | 1.00 | $0 | $0 | $0 |
| MICHAEL BRODERICK | ||||||||
| PO BOX 860 | HONOLULU | HI | 96808 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| HELEN COX | ||||||||
| PO BOX 860 | HONOLULU | HI | 96808 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KASHA HO | ||||||||
| PO BOX 860 | HONOLULU | HI | 96808 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KEAWE AIMOKU KAHOLOKULA | ||||||||
| PO BOX 860 | HONOLULU | HI | 96808 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KENNETH NAKAMURA | ||||||||
| PO BOX 860 | HONOLULU | HI | 96808 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| RICHARD TAAFEE | ||||||||
| PO BOX 860 | HONOLULU | HI | 96808 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| GAVIN THORNTON | ||||||||
| PO BOX 860 | HONOLULU | HI | 96808 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LINDA EZUKA | ||||||||
| PO BOX 860 | HONOLULU | HI | 96808 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BRANDEE MENINO | ||||||||
| PO BOX 860 | HONOLULU | HI | 96808 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LESILE WIKLINS | ||||||||
| PO BOX 860 | HONOLULU | HI | 96808 | DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| AMY ASSELBAYE | ||||||||
| PO BOX 860 | HONOLULU | HI | 96808 | EXECUTIVE DIRECTOR | 40.00 | $98,034 | $3,758 | $0 |
| KAIPO KAUKAHIKO | ||||||||
| PO BOX 860 | HONOLULU | HI | 96808 | PROGRAM OFFICE | 40.00 | $93,852 | $3,764 | $0 |
| MERYAM LEONG | ||||||||
| PO BOX 860 | HONOLULU | HI | 96808 | ADMINISTRATOR | 40.00 | $71,303 | $4,276 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $23,580,571 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $227,301 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $23,807,872 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $23,807,872 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $357,118 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,450,754 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,172,538 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,172,538 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,290 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,290 | TotalTaxAmt |
| Distributable Before Adj | $1,165,248 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $3,758 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,169,006 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,169,006 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,179,071 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,179,071 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,179,071 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,169,006 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,097,133 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,179,071 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,097,133 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $81,938 | 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 | $1,087,068 | 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 | HMSA FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 860 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96808 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8089485145 | RecipientPhoneNum |
| Form And Info And Materials | SEE STATEMENT 12 | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE STATEMENT 13 | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| HANA RETREAT | ||||||
| 4224 HANA HIGHWAY | HANA | HI | 96713 | PC | THE 'WAHINE LEADER HUI" IS A PEER SUPPORT NETWORK ANDLEARNING COMMUNITY FOR WOMEN WHO ARE FIRST-TIME NONPROFITLEADERS EARLY IN THEIR TENURE. INVITED PARTICIPANTS ARE LEADINGNONPROFITS WHO LIFT UP THE HEALTH OF OUR LAND. FAMILIES ANDISLAND COMMUNITIES. RETREATS WILL BLEND CONNECTION TOLAND AND COMMUNITY WHERE WE GATHER, PEER SUPPORTFOR EACH OTHER'S WORK, MENTORING LEARNINGOPPORTUNITIES AROUND NONPROFIT MANAGEMENT ANDLEADERSHIP, DEDICATED WORK TIME, REST AND FUN. | $5,000 |
| HAWAII INSTITUTE OF PACIFIC AGRICULTURE | ||||||
| PO BOX 497 | KAPAAU | HI | 96755 | PC | ON JANUARY 15. 2020, HAWAII INSTITUTE OF PACIFIC AGRICULTURETOOK SIX HIGH SCHOOL STUDENTS AND THREE TEACHERS TOPARTICIPATE IN THE STATE CAPITAL OPENING DAY OF THELEGISLATIVE SESSION. THE STUDENTS SPENT TIMECONNECTING WITH THEIR DISTRICT SENATORS AND REPRESENTATIVESAND LEARNING ABOUT CIVICS. | $2,630 |
| FIVE MOUNTAINS HAWAII | ||||||
| 64-1035 MAMALAHOA HWY STE F | KAMUELA | HI | 96743 | PC | PROVIDE BIO-PSYCHO-SOCIAL SERVICES TO ADDRESS THE DISPARITIESTHAT EXIST AMONG NORTH HAWAII NATIVE HAWAIIANS AND THEIRFAMILY. | $100,000 |
| HAWAIIAN COMMUNITY ASSETS INC | ||||||
| 2000 N VINEYARD BLVD B140 | HONOLULU | HI | 96817 | PC | BUILD THE CAPACITY OF LOW- AND MODERATE-INCOMECOMMUNITIES TO ACHIEVE AND SUSTAIN ECONOMIC SELF-SUFFICIENCYWITH A PARTICULAR FOCUS ON NATIVE HAWAIIANS THROUGHMORTGAGE LENDING PROGRAMS; MICRO-LOANS, HOMEOWNERSHIPASSET BUILDING, AND FINANCIAL EDUCATION; AND TRAINING FORTRANSITIONAL HOUSING AND COMMUNITY BASED ORGANIZATIONSEDUCATION AND FINANCIAL INSTITUTIONS AND GOVERNMENT ENTITIES. | $65,000 |
| FAMILY VIOLENCE AND SEXUAL ASSAULT INSTITUTE | ||||||
| 10065 OLD GROVE RD STE 101 | SAN DIEGO | CA | 92131 | PC | KAHAUIKI VILLAGE (KV) IS A UNIQUE PERMANENT HOUSING PROJECT THAT ADDRESSES GENERATIONAL HOMELESSNESS, WITH A GOAL TO MITIGATE ADVERSE CHILDHOOD EXPERIENCES AND TRAUMA THAT MANY HOMELESS CHILDREN AND FAMILIES FACE. THEY SEEK TO BUILD RESILIENCE BY FOSTERING A NEIGHBORHOOD CULTURE THAT AFFORDS OPPORTUNITIES FOR PRO-SOCIAL EXPERIENCES. THEY HOPE THAT THEIR EFFORTS SUPPORT THE GOAL THAT THEIR FAMILIES CAN LEAD PRODUCTIVE AND FULFILLING LIVES TO BREAK THE CYCLE OF INTERGENERATIONAL TRAUMA. DESIGN AND IMPLEMENT PROGRAM EVALUATION TO TRACK OUTCOMES FOR KV FAMILIES AND CHILDREN SERVED THROUGH THEPROJECT AND ESTABLISH FEEDBACK LOOPS TO CONTINUOUSLY IMPROVE CLIENT SERVICES, CONTENT, AND DELIVERY. EVALUATION WILL UTILIZE A MIXED METHODS APPROACH, COLLECTING BOTH QUANTITATIVE AND QUALITATIVE DATA TO CAPTURE THE DIVERSE PERSPECTIVES OF CLIENT FAMILIES, PROGRAM STAFF, AND ALLIED PROVIDERS. | $15,000 |
| KOKUA KALIHI VALLEY COMPREHENSIVE FAMILY SERVICES | ||||||
| 2239 N SCHOOL ST | HONOLULU | HI | 96819 | PC | SERVE COMMUNITIES, FAMILIES AND INDIVIDUALS THROUGHSTRONG RELATIONSHIPS THAT HONOR CULTURE AND FOSTER HEALTH ANDHARMONY THROUGH TWO PROGRAMS, HO'OULU 'AINA ANDROOT'S. THE PROGRAMS PROVIDED WRAPAROUND SUPPORT,SUPPLIES, FRESH PRODUCE, MEALS AND MEDICINE TO PATIENTSDURING THE 2020 COVID PANDEMIC. | $100,000 |
| IMUA FAMILY SERVICES | ||||||
| 161 SOUTH WAKEA AVE | KAHULUI | HI | 96732 | PC | GROUP LEARNING OPPORTUNITIES FOR KEIKI AND FAMILIES ENROLLED INAUTISM SERVICES AT LMUA FAMILY SERVICES. SOCIAL, PEERINTEGRATION GROUPS SUCH AS TODDLERS WITH AUTISM SPECTRUMDISORDER (ASD) ENTERING PRESCHOOL AND KINDERGARTEN ARE MUCHNEEDED GROUPS THAT FALL OUTSIDE THE TYPICAL SCOPE OF SERVICEDELIVERY YET HAVE A HUGE IMPACT ON CHILDREN'S ABILITIES TOSUCCEED AS THEY MOVE INTO EDUCATION AND EARLY CHILDHOODSETTINGS. ALSO, FAMILY SUPPORT AND TRAINING. COACHING ANDMENTORING ARE CRITICAL TO THE FAMILY SUPPORT OF CHILDREN WITHASD. CURRENTLY, THESE GROUP LED ACTIVITIES FALL OUTSIDE OFBILLING INSURANCE SUPPORT FOR CHILDREN AND FAMILIES WITH ASDBUT ARE CRITICAL TO THEIR ABILITY TO THRIVE IN COMMUNITY ANDEDUCATION. | $10,000 |
| KUALOA HEEIA ECUMENICAL YOUTH PROJECT | ||||||
| 47-200 WAIHEE RD | KANEOHE | HI | 96744 | PC | "KEY PROJECT". NURTURE AND PROMOTE THE CULTURAL,ENVIRONMENTAL, SOCIAL, ECONOMIC AND RECREATIONAL WELL-BEINGOF THE KUALOA-HEEIA AREA BY PROVIDING VITAL GRASSROOTS CIVICPROGRAMS AND RESOURCES THAT EFFECTIVELY SERVE THE NEEDS OFTHE DIVERSE MULTI-CULTURAL COMMUNITY. | $75,000 |
| KUMANO I KE ALA | ||||||
| P0 BOX 181 | WAIMEA | HI | 97696 | PC | KUMANO I KE ALA (KIKA) WILL BUILD A FOUNDATION OFSTEWARDSHIP OF THE LAND AND PLACE THROUGH NATIVEHAWAIIAN CULTURAL EDUCATION PROGRAMS TO GROWSELF-DIRECTED, CRITICAL THINKERS FOR A SUSTAINABLE WEST KAUAI.KIKA'S PROGRAM FOCUS IS LAND RESTORATION, TARO FARMING,FOOD SECURITY, AND YOUTH EMPOWERMENT | $80,000 |
| MA KA HANA KA IKE | ||||||
| P0 BOX 968 | HANA | HI | 96713 | PC | MA KA HANA KA IKE (MKH) WILL PROVIDE HANA YOUTH WITHA WAY TO LEARN THAT MAKES SENSE TO THEM, THAT BUILDSTHEIR SELF-ESTEEM AND SHOWS THEM THEY HAVE THE POWERTO CHANGE THEIR FUTURE | $95,000 |
| MOLOKAI CHILD ABUSE PREVENTION PATHWAYS | ||||||
| 30 OKI PL STE 204 | KAUNAKAKAI | HI | 96748 | PC | KEEP CHILDREN SAFE AND SUPPORTS FAMILY WELL-BEING THROUGHPRIMARY PREVENTION EDUCATION. WORK IN MOLOKAI SCHOOLSON THREE AREAS: PRIMARY PREVENTION EDUCATION, ADVOCACYAND EVALUATION, AND IMPACT. | $50,000 |
| PARTNERS IN DEVELOPMENT FOUNDATION | ||||||
| 2040 BACHELOT ST | HONOLULU | HI | 96817 | PC | WE ARE OCEANIA (WAO) PROGRAM TO RESPOND TO THEOVERWHELMING NEED FOR SUPPORT OF MICRONESIANS IN HAWAII.PROVIDES DIRECT SERVICES IN LANGUAGE ACCESS, ACCULTURATIONTRAINING, CULTURAL EXPERTISE, HEALTH CONNECTION DAYS,PRE-EMPLOYMENT TRAINING, CENSUS ENUMERATION, SOCIALSERVICE REFERRALS, AND COMMUNITY NEWSLETTERS. | $50,000 |
| THE FOOD BASKET INC | ||||||
| 80 HOLOMUA ST | HILO | HI | 96720 | PC | SUPPORT DISTRIBUTION OF THE SAFEST AND HIGHEST FOODFOR HAWAII COUNTY THROUGH THEIR FOOD BANK SITES AS WELL ASTHROUGH OUTREACH PROGRAMS AND PANTRY FOR SENIOR CITIZENS,FOOD BACK PACKS FOR CHILDREN, COMMUNITY SUPPORTEDAGRICULTURE BOXES, BUS MOBILE MARKET. AND FARMERS MARKET | $75,000 |
| YWCA OF OAHU | ||||||
| 1040 RICHARDS ST | HONOLULU | HI | 96813 | PC | SUPPORT THE FERNHURST STRATEGIC PLANNING PROGRAM.THE CURRENT COMMUNITY-BASED FURLOUGH PROGRAM IS THE ONLYFEMALE RE-ENTRY PROGRAM IN THE STATE AND SO THERE IS ACHALLENGE TO REMAIN VIGILANT TO THE MISSION AND POPULATION WESERVE WHILE STILL ENSURING THE PROGRAM REMAINS FINANCIALLYSUSTAINABLE. YWCA O'AHU SEEKS ADDITIONAL SUPPORT FROMEXTERNAL PARTNERS AND CONSULTANTS TO HELP STRATEGIZE WAYS TOCONTINUE TO SERVE THE JUSTICE-INVOLVED POPULATION ANDECONOMICALLY DISADVANTAGED WOMEN. | $12,000 |
| HELPING HANDS HAWAII | ||||||
| 2100 N NIMITZ HWY | HONOLULU | HI | 96819 | PC | STAFF DEVELOPMENT FOR LEADERSHIP TEAM TO IMPROVEAND INSPIRE EFFICIENT AND EFFECTIVE OPERATIONS THAT WILLTRANSLATE INTO IMPROVING ABILITY TO SERVICE THE COMMUNITY. | $3,500 |
| WAIMANALO HEALTH CENTER | ||||||
| 41-1347 KALANIANAOLE HWY | WAIMANALO | HI | 96795 | PC | WAIMANALO HEALTH CENTER (WHC) PROVIDES PRIMARY ANDPREVENTIVE HEALTH SERVICES, WITH SPECIAL ATTENTION TOTHE NEEDS OF NATIVE HAWAIIANS AND THE MEDICALLYUNDERSERVED. A NATIVE HAWAIIAN HEALING PRACTICE ANDPROGRAM HAS BEEN INTEGRATED, INCLUDING A CULTURAL HEALINGGARDEN TO PROVIDE PATIENTS AND COMMUNITY MEMBERSWITH HEALING PLANTS TO BEGIN THEIR OWN FOOD AND MEDICINALGARDENS AND ALSO PROVIDES REMEDIES THROUGHTHE PROVISION OF HEALING SERVICES AND CLASSES | $100,000 |
| LANAI COMMUNITY HEALTH CENTER | ||||||
| P0 BOX 630142 | LANAI CITY | HI | 96763 | PC | LANAI HIGH AND ELEMENTARY SCHOOL EDUCATION ANDPHYSICAL EDUCATION SCHOOL PROGRAM. DEVELOP A TRUSTINGRELATIONSHIP WITH THE YOUTH; PROVIDING EDUCATION ON HEALTHAND WELLNESS; AND DEVELOPMENT OF FUTURE WORKFORCE. ACTIVITIESINCLUDE HEALTH EDUCATION, SCREENING PROGRAMS, PARTICIPATIONIN COLLEGE AND CAREER FAIRS AND OUTREACH AT SCHOOLEVENTS/CARNIVALS. | $15,000 |
| THE WAIPA FOUNDATION | ||||||
| P0 BOX 1189 | HANALEI | HI | 96714 | PC | SUPPORT COMMUNITY POI DAY WHICH PRODUCES AND DELIVERS POITO CRITICALLY ILL AND OTHER AT RISK COMMUNITY MEMBERS. RENOVATEWEBSITE. STRATEGIC PLAN UPDATE. | $15,000 |
| YMCA OF HONOLULU | ||||||
| 1441 PALI HWY | HONOLULU | HI | 96813 | PC | PROVIDE 5,100 USDA REIMBURSABLE MEALS PER WEEK FROMJULY 29 - 31, 2020 TO CHILDREN AND TEENS FROM LOW INCOMEHOUSEHOLDS WHO ARE ELIGIBLE FOR FREE SCHOOL LUNCHES. | $10,441 |
| WAIANAE COMMUNITY RE-DEVELOPMENT CORPORATION | ||||||
| P0 BOX 441 | WAIANAE | HI | 96792 | PC | DEVELOP COMMUNITY HEALTH HUBS (CHHS) TO EMPOWERCOMMUNITY-BASED ORGANIZATIONS (CBOS) WITH RIGOROUS,SCIENTIFICALLY-INFORMED METHODOLOGIES AND DATA TYPICALLYRESERVED FOR ACADEMIC RESEARCH. CHHS WILL SERVE AS A NOVELPLATFORM THAT OFFERS CBOS THE CAPACITY TO COLLECT ANDUNDERSTAND HEALTH-RELEVANT DATA FROM PARTICIPANTS OF THEIRCOMMUNITY-INITIATED PROGRAMS ALONG WITH THAT OF THEIR SOCIALNETWORK. DATA WILL BE EVALUATED IN THE CONTEXT OF THE BUILTENVIRONMENT FOR HEALTH/SOCIAL/ECONOMICS/POLICY IMPACTS BYACADEMIC CONSULTANTS, WHICH WILL BE ROUTED BACK TO THECOMMUNITY AND STAKEHOLDERS. THE INFORMATION CAN ENABLECOMMUNITY ORGANIZATIONS TO ENGAGE STAKEHOLDERS INHEALTH/WELLBEING AND POTENTIALLY PLAY A PREVIOUSLY UNRECOGNIZEDROLE IN PREVENTION | $150,000 |
| PACIFIC SURVIVOR CENTER | ||||||
| P0 BOX 3535 | HONOLULU | HI | 96811 | PC | DEVELOP SHORT ANIMATIONS THAT PROVIDE SIMPLE AND ENTERTAINING EDUCATION ABOUT TRAUMA-INFORMED CARE AS WELL AS THE NEUROBIOLOGY OF TRAUMA, RESILIENCE, MENTAL ILLNESS, AND ADDICTION. THE GOAL IS TO IMPROVE UNDERSTANDINGABOUT TRAUMA, ADDICTION, AND MENTAL HEALTH DISORDERS;INCREASE COMPASSION FOR THOSE IMPACTED BY TRAUMA; ANDTO PROVIDE PROFESSIONALS WITH TECHNIQUES FOR INTERACTING WITHPATIENTS, CLIENTS AND STUDENTS IN A TRAUMA-INFORMED WAY. | $7,500 |
| ALOHA HARVEST | ||||||
| 3599 WAIALAE AVE 23 | HONOLULU | HI | 96816 | PC | A VOLUNTEER-BASED, COMMUNITY-WIDE GLEANING PROJECTBASED ON THE ANCIENT TRADITION OF COLLECTING EXCESS FRESHFOOD FROM FARMS, GARDENS, RESTAURANTS, EVEN BACKYARDAND OTHER SOURCES AND DONATING IT TO THOSE IN NEED.IT CAN REDUCE THE WASTE OF VALUABLE PRODUCE AND IT GIVESLOW-INCOME INDIVIDUALS ACCESS TO FRESH, NUTRITIOUS ANDLOCALLY GROWN FOODS NOT OFTEN AVAILABLE IN FOOD PANTRIES. | $15,000 |
| THE FOOD BASKET INC | ||||||
| 80 HOLOMUA ST | HILO | HI | 96720 | PC | "DA BUX SNAP" PROJECT TO ENLIST NEW SNAP(SUPPLEMENTAL NUTRITION ASSISTANCE PROGRAM) OUTLETS TO PROVIDE SNAP RECIPIENTS ACCESS TO AFFORDABLE HAWAIIGROWN PRODUCE. | $15,000 |
| AHA KANE - FOUNDATION FOR THE ADVANCEMENT OF NATIVE HAWAIIAN MALES | ||||||
| 677 ALA MOANA BLVD STE 105 | HONOLULU | HI | 96813 | PC | "HE HUEWAI OLA" PROGRAM WHICH OFFERS MENTORING,INSTRUCTION AND INSPIRATION TO FAMILIES ON NATIVE HAWAIIANCULTURAL PRACTICES AND SKILLS (E.G. COOKING, CARVING, LOMI(NATIVE HAWAIIAN HEALING MASSAGE), MELE (NATIVEHAWAIIAN SONG), BUILDING PROJECTS AND OTHERS).WEEKLY WORKSHOPS PROVIDE INSTRUCTION TO IMPLEMENT THEPRACTICE WITHIN THE HOME AND FOLLOW-UP WITHPARTICIPANTS TO MONITOR PROGRESS AND PROVIDE SUPPORT ANDEVALUATE THE PROGRAM | $10,000 |
| THE KOHALA CENTER INC | ||||||
| PO BOX 437462 | KAMUELA | HI | 96743 | PC | "THE FULL CALABASH FUND" PROVIDES GRANTS TO HAWAII COMMUNITY-BASED ORGANIZATIONS THAT ARE PURCHASING FOOD FROM LOCAL FARMERS, RANCHERS AND FOOD PRODUCERS AND PROVIDING FOOD TO COMMUNITY MEMBERS IN NEED. | $25,000 |
| FIVE MOUNTAINS HAWAII | ||||||
| 64-1035 MAMALAHOA HWY STE F | KAMUELA | HI | 96743 | PC | GAP FUNDING FOR PROGRAMS, EQUIPMENT, MEDICAL SUPPLIES SUPPORT FOR COVID-19 PANDEMIC RELATED EXPENSES. | $20,000 |
| KOKUA KALIHI VALLEY COMPREHENSIVE FAMILY SERVICES | ||||||
| 2239 N SCHOOL ST | HONOLULU | HI | 96819 | PC | PURCHASE FOOD FOR THE FOOD HUB, SUPPORT LOCAL FARMERS, HIRE FARM AND AGROFORESTRY STAFF, PURCHASE FOOD AND OUTDOORKITCHEN EQUIPMENT, AND ADVOCATE FOR LONG-TERM FOODSECURITY IN THE COMMUNITY. | $20,000 |
| EFFECTIVE PLANNING INNOVATIVE COMMUNICATION INC | ||||||
| 1130 N NIMITZ HWY STE C-210 | HONOLULU | HI | 96817 | PC | "SHARED PARENTING IN FOSTER CARE" VIDEO TO LESSEN THETRAUMA FOR PARENTS AND CHILDREN WHEN CHILDREN ARE REMOVEDAND PLACED IN FOSTER CARE. THE VIDEO AIMS TO CHANGE HEARTSAND MINDS AND SHIFT PRACTICE SO THAT FOSTER PARENTS SUPPORTBIRTH PARENT CONNECTIONS TO CHILDREN WHILE THEY ARE IN FOSTERCARE AND FAMILY RELATIONSHIPS AFTER REUNIFICATION,ADOPTION OR GUARDIANSHIP. | $8,000 |
| HANA RETREAT | ||||||
| 4224 HANA HIGHWAY | HANA | HI | 96713 | PC | "HANA KU/NOENOE NIGHTS" PROGRAM TO FOCUS ON MULTI-GENERATIONAL MEMBERS ON THE 'OHANA UNIT AND HOWFAMILIAL RELATIONSHIPS ARE NURTURED. | $15,000 |
| KE KULA NUI 0 WAIMANALO | ||||||
| P0 BOX 723 | WAIMANALO | HI | 96795 | PC | "KUKULU KAIAULU" PROGRAM TO PROVIDE AND SUPPORTCULTURALLY GROUNDED, COMMUNITY DRIVEN AND HANDS-ON PROGRAMMING AND RESEARCH THAT PROMOTE WHOLISTIC WELLNESS, MULTI-GENERATIONAL KNOWLEDGE, AND COMMUNITY CONNECTEDNESS. | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,179,071 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| FIVE MOUNTAINS HAWAII | ||||||
| 64-1035 MAMALAHOA HWY STE F | KAMUELA | HI | 96743 | PC | PROVIDE BIO-PSYCHO-SOCIAL SERVICES TO ADDRESS THE DISPARITIES THAT EXIST AMONG NORTH HAWAII NATIVE HAWAIIANS AND THEIR FAMILY. | $300,000 |
| KUALOA HEEIA ECUMENICAL YOUTH PROJECT | ||||||
| 47-200 WAIHEE RD | KANEOHE | HI | 96744 | PC | "KEY PROJECT". NURTURE AND PROMOTE THE CULTURAL, ENVIRONMENTAL, SOCIAL, ECONOMIC AND RECREATIONAL WELL-BEING OF THE KUALOA-HEEIA AREA BY PROVIDING VITAL GRASSROOTS CIVIC PROGRAMS AND RESOURCES THAT EFFECTIVELY SERVE THE NEEDS OF THE DIVERSE MULTI-CULTURAL COMMUNITY. | $225,000 |
| KUMANO I KE ALA | ||||||
| P O BOX 181 | WAIMEA | HI | 96796 | PC | KUMANO I KE ALA (KIKA) WILL BUILD A FOUNDATION OFSTEWARDSHIP OF THE LAND AND PLACE THROUGH NATIVEHAWAIIAN CULTURAL EDUCATION PROGRAMS TO GROWSELF-DIRECTED, CRITICAL THINKERS FOR A SUSTAINABLE WEST KAUAI.KIKA'S PROGRAM FOCUS IS LAND RESTORATION, TARO FARMING,FOOD SECURITY, AND YOUTH EMPOWERMENT | $180,000 |
| MA KA HANA KA IKE | ||||||
| P O BOX 968 | HANA | HI | 96713 | PC | MA KA HANA KA IKE (MKH) WILL PROVIDE HANA YOUTH WITHA WAY TO LEARN THAT MAKES SENSE TO THEM, THAT BUILDSTHEIR SELF-ESTEEM AND SHOWS THEM THEY HAVE THE POWERTO CHANGE THEIR FUTURE | $225,000 |
| THE FOOD BASKET INC | ||||||
| 80 HOLOMUA ST | HILO | HI | 96720 | PC | SUPPORT DISTRIBUTION OF THE SAFEST AND HIGHEST FOODFOR HAWAII COUNTY THROUGH THEIR FOOD BANK SITES AS WELL ASTHROUGH OUTREACH PROGRAMS AND PANTRY FOR SENIOR CITIZENS,FOOD BACK PACKS FOR CHILDREN, COMMUNITY SUPPORTEDAGRICULTURE BOXES, BUS MOBILE MARKET. AND FARMERS MARKET | $225,000 |
| WAIMANALO HEALTH CENTER | ||||||
| 41-1347 KALANIANAOLE HWY | WAIMANALO | HI | 96795 | PC | WAIMANALO HEALTH CENTER (WHC) PROVIDES PRIMARY ANDPREVENTIVE HEALTH SERVICES, WITH SPECIAL ATTENTION TOTHE NEEDS OF NATIVE HAWAIIANS AND THE MEDICALLYUNDERSERVED. A NATIVE HAWAIIAN HEALING PRACTICE ANDPROGRAM HAS BEEN INTEGRATED, INCLUDING A CULTURAL HEALINGGARDEN TO PROVIDE PATIENTS AND COMMUNITY MEMBERSWITH HEALING PLANTS TO BEGIN THEIR OWN FOOD AND MEDICINALGARDENS AND ALSO PROVIDES REMEDIES THROUGHTHE PROVISION OF HEALING SERVICES AND CLASSES | $300,000 |
| HAWAIIAN COMMUNITY ASSETS INC | ||||||
| 2000 N VINEYARD BLVD B140 | HONOLULU | HI | 96817 | PC | BUILD THE CAPACITY OF LOW- AND MODERATE-INCOMECOMMUNITIES TO ACHIEVE AND SUSTAIN ECONOMIC SELF-SUFFICIENCYWITH A PARTICULAR FOCUS ON NATIVE HAWAIIANS THROUGHMORTGAGE LENDING PROGRAMS; MICRO-LOANS, HOMEOWNERSHIPASSET BUILDING, AND FINANCIAL EDUCATION; AND TRAINING FORTRANSITIONAL HOUSING AND COMMUNITY BASED ORGANIZATIONSEDUCATION AND FINANCIAL INSTITUTIONS AND GOVERNMENT ENTITIES. | $195,000 |
| KOKUA KALIHI VALLEY COMPREHENSIVE FAMILY SERVICES | ||||||
| 2239 N SCHOOL ST | HONOLULU | HI | 96819 | PC | SERVE COMMUNITIES, FAMILIES AND INDIVIDUALS THROUGHSTRONG RELATIONSHIPS THAT HONOR CULTURE AND FOSTER HEALTH ANDHARMONY THROUGH TWO PROGRAMS, HO'OULU 'AINA ANDROOT'S CAF. | $300,000 |
| MOLOKAI CHILD ABUSE PREVENTION PATHWAYS | ||||||
| 30 OKI PL STE 204 | KAUNAKAKAI | HI | 96748 | PC | KEEP CHILDREN SAFE AND SUPPORTS FAMILY WELL-BEING THROUGHPRIMARY PREVENTION EDUCATION. WORK IN MOLOKAI SCHOOLSON THREE AREAS: PRIMARY PREVENTION EDUCATION, ADVOCACYAND EVALUATION, AND IMPACT. | $150,000 |
| PARTNERS IN DEVELOPMENT FOUNDATION | ||||||
| 2040 BACHELOT ST | HONOLULU | HI | 96817 | PC | WE ARE OCEANIA (WAO) PROGRAM TO RESPOND TO THEOVERWHELMING NEED FOR SUPPORT OF MICRONESIANS IN HAWAII.PROVIDES DIRECT SERVICES IN LANGUAGE ACCESS, ACCULTURATIONTRAINING, CULTURAL EXPERTISE, HEALTH CONNECTION DAYS,PRE-EMPLOYMENT TRAINING, CENSUS ENUMERATION, SOCIALSERVICE REFERRALS, AND COMMUNITY NEWSLETTERS. | $150,000 |
| WAIANAE COMMUNITY RE-DEVELOPMENT CORPORATION | ||||||
| P O BOX 441 | WAIANAE | HI | 96792 | PC | DEVELOP COMMUNITY HEALTH HUBS (CHHS) TO EMPOWERCOMMUNITY-BASED ORGANIZATIONS (CBOS) WITH RIGOROUS,SCIENTIFICALLY-INFORMED METHODOLOGIES AND DATA TYPICALLYRESERVED FOR ACADEMIC RESEARCH. CHHS WILL SERVE AS A NOVELPLATFORM THAT OFFERS CBOS THE CAPACITY TO COLLECT ANDUNDERSTAND HEALTH-RELEVANT DATA FROM PARTICIPANTS OF THEIRCOMMUNITY-INITIATED PROGRAMS ALONG WITH THAT OF THEIR SOCIALNETWORK. DATA WILL BE EVALUATED IN THE CONTEXT OF THE BUILTENVIRONMENT FOR HEALTH/SOCIAL/ECONOMICS/POLICY IMPACTS BYACADEMIC CONSULTANTS, WHICH WILL BE ROUTED BACK TO THECOMMUNITY AND STAKEHOLDERS. THE INFORMATION CAN ENABLECOMMUNITY ORGANIZATIONS TO ENGAGE STAKEHOLDERS INHEALTH/WELLBEING AND POTENTIALLY PLAY A PREVIOUSLY UNRECOGNIZEDROLE IN PREVENTION | $600,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,850,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $321 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $523,637 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $492 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$187,185 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $337,265 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $337,265 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | Yes (1) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail (2 entries)
| Organization TypeOrganizationTypeDesc | Relationship DescriptionRelationshipDescriptionTxt |
|---|---|
| HAWAII MEDICAL SERVICE ASSOCIATION (HMSA) | |
| 501(C)(4) | THE FOUNDATION IS ORGANIZED AND OPERATED FOR THE PRIMARY PURPOSE OF ENGAGING IN HEALTH PROMOTION, EDUCATION AND RESEARCH ACTIVITIES WITHIN THE MEANING OF IRC SECTION 170(C)(2). |
| HAWAII MEDICAL SERVICE ASSOCIATION RETIREE HEALTH BENEFITS TRUST | |
| 501(C)(9) | THE TRUST WAS ESTABLISHED BY HMSA ("EMPLOYER") TO FUND THE COST OF POST-RETIREMENT MEDICAL BENEFITS FOR ELIGIBLE EMPLOYEES AND DEPENDENTS. |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $38,317 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| PART XV, LINE 2B | THE FORM IN WHICH APPLICATIONS SHOULD BE SUBMITTED AND INFORMATION AND MATERIALS THEY SHOULD INCLUDE: 1. REGISTRATION INFORMATION * ORGANIZATION INFORMATION * CONTACT INFORMATION 2. PROPOSAL ON ORGANIZATION'S LETTERHEAD (NO MORE THAN EIGHT PAGES). INCLUDE THE FOLLOWING: * STATEMENT OF NEED. WHAT IS THE DESIRED LONG-TERM EFFECT OF THE PROJECT AND WHY IS IT SO IMPORTANT THAT IT HAVE THIS EFFECT? * ACTIVITIES. WHAT WOULD BE THE KEY ACTIONS OR EVENTS DURING THE GRANT PERIOD? * OUTPUTS. WHAT ARE THE PRODUCTS OF THOSE ACTIONS OR EVENTS? * OUTCOMES. WHAT KEY CHANGES IN SKILLS, KNOWLEDGE, VALUES, ATTITUDES, BEHAVIORS, CONDITIONS, ETC. WILL RESULT FROM THE ACTIVITIES? * INDICATORS. INDICATORS, SOMETIMES CALLED EVALUATION, ARE OBSERVABLE AND MEASURABLE DATA THAT CAN BE COLLECTED TO TRACK THE SUCCESS IN ACHIEVING THE OUTCOMES. * DESCRIPTION OF THE ORGANIZATION AND ITS QUALIFICATIONS. * BUDGET. INDICATE THE AMOUNT REQUESTED, THE PROPOSED USE OF FUNDS AND OTHER SOURCES OF FUNDING CURRENTLY BEING SOUGHT. 3. COPY OF THE ORGANIZATION'S CURRENT IRS DETERMINATION LETTER INDICATING 501(C)(3) TAX-EXEMPT STATUS OR LETTER STATING STATUS AS A UNIT OF GOVERNMENT. 4. LIST OF THE ORGANIZATION'S OFFICERS AND DIRECTORS AND THEIR AFFILIATIONS. 5. MOST RECENT IRS FORM 990 AND ANNUAL FINANCIAL STATEMENTS OF THE ORGANIZATION. 6. RELEVANT LETTERS OF SUPPORT. 7. OTHER RELEVANT APPENDICES (QUALIFICATIONS OF KEY STAFF, SAMPLE PROGRAM MATERIALS, ETC.) |
| PART XV, LINE 2D | ANY RESTRICTIONS OR LIMITATIONS ON AWARDS, SUCH AS BY GEOGRAPHICAL AREAS, CHARITABLE FIELDS, KINDS OF INSTITUTIONS, OR OTHER FACTORS: IN GENERAL, THE FOUNDATION MAKES GRANTS TO ORGANIZATIONS THAT ARE TAX-EXEMPT BECAUSE 1) THEY ARE A UNIT OF GOVERNMENT OR 2) THEY ARE A 501(C)(3) ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. THE FOUNDATION DOES NOT MAKE GRANTS TO INDIVIDUALS. ALL APPLICANT ORGANIZATIONS ARE REQUIRED TO SUBMIT PROOF OF THEIR TAX-EXEMPT STATUS BEFORE THEIR PROPOSAL WILL BE CONSIDERED. THE FOUNDATION DOES NOT GENERALLY SUPPORT REQUESTS FOR ENDOWMENTS, CAPITAL CAMPAIGNS, SCHOLARSHIP FUNDS LOBBYING, OR VOTER REGISTRATION FUNDS. A MAXIMUM FLAT RATE OF 5 PERCENT OF TOTAL BUDGET WILL BE ALLOWED FOR INDIRECT COSTS. ALL PROJECTS MUST PRIMARILY BENEFIT PEOPLE WITHIN THE STATE OF HAWAII. FUNDING AMOUNTS AND GRANT PERIODS SHOULD BE COMMENSURATE WITH THE SIZE AND SCOPE OF THE ACTIVITY. |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGUARD INSTITUTIONAL INDEX | FMV | $2,085,472 | $6,265,244 |
| VANGUARD DEVELPED MARKETS | FMV | $4,367,321 | $4,600,018 |
| VANGUARD EMERGING MARKETS | FMV | $2,657,507 | $2,907,616 |
| VANGUARD INDEX MID CAP FUND | FMV | $1,237,406 | $3,105,674 |
| VANGUARD SMALL CAP FUND | FMV | $1,180,412 | $3,069,015 |
| PIMCO TOTAL RETURN FUND | FMV | $3,229,458 | $3,199,707 |
| DOUBLELINE TOTAL RETURN FUND | FMV | $3,418,245 | $3,350,993 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| NON DEDUCTIBLE PROMOTION | $8,167 | $0 | $0 | $0 |
| PROFESSIONAL ASSOCIATIONS | $4,256 | $0 | $0 | $0 |
| MEALS | $371 | $0 | $0 | $0 |
| PARKING | $492 | $0 | $0 | $0 |
| POSTAGE AND FREIGHT | $45 | $0 | $0 | $0 |
| DUES AND SUBSCRIPTIONS | $316 | $0 | $0 | $0 |
| MISCELLANEOUS | $34 | $0 | $0 | $0 |
| FAS 158 ADJUSTMENT | $82,733 | $0 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUND OF INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $492 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $492 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROUNDING | $1 |
| TGI HOLDINGS, INC. DISSOLUTION | $1,000,000 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DUE TO AFFILIATES | $29,885 | $11,691 |
| DEFERRED TAX LIABILITY | $108,651 | $95,682 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BLACKBAUD | $12,340 | $0 | $0 | $0 |
| ISLANDER INSTITUTE | $42,932 | $0 | $0 | $0 |
| KOKUA KALIHI VALLEY | $3,360 | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL AND OTHER TAXES | $10,238 | $0 | $0 | $0 |
| TAX ON INVESTMENT INCOME | $11,357 | $0 | $0 | $0 |