UHF-CA GIFT ANNUITY RESERVE TR: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- UHF-CA GIFT ANNUITY RESERVE TR (EIN 99-0085260)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-05-14
- IRS object ID
- 202001369349304305
- Schema version
- 2018v3.0
- 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
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
- Reasonable Cause Explanation
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-14T23:25:58-07:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 990085260 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF HAWAII FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 8083767800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1314 South King Street Suite B | AddressLine1Txt |
| City | Honolulu | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96814 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kara Shibata | PersonNm |
| Person Title | Controller | PersonTitleTxt |
| Phone | 8083767800 | PhoneNum |
| Signature | 2020-05-15 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 72.235.6.46 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Jason Ono CFO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1314 South King Street Suite B | AddressLine1Txt |
| City | Honolulu | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $117,331,966 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.uhfoundation.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1955 | FormationYr |
| Legal Domicile State | HI | LegalDomicileStateCd |
| Activity Or Mission | The University of Hawai'i Foundation (UHF) was established in 1955 to encourage private support for UH. Today it is the central fundraising organization for the UH System, providing professional fundraising and alumni engagement services to all 10 UH campuses. To date, the nonprofit UHF has raised more than $1 billion to support UH students, faculty, research and facilities. UHF has a number of specialists on staff to provide comprehensive fundraising and alumni engagement services. Expertise areas include major gifts, corporate and foundation giving, annual giving, donor stewardship, charitable tax and estate and gift planning. In addition to fundraising, UHF manages the $300+ million endowment for UH, ensuring prudent growth. The team also manages investments related to planned giving, including charitable gift annuities and charitable remainder trusts. | ActivityOrMissionDesc |
| Voting Members Governing Body | 31 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 31 | VotingMembersIndependentCnt |
| Total Employee | 229 | TotalEmployeeCnt |
| Total Volunteers | 31 | TotalVolunteersCnt |
| Total Gross UBI | -$983,062 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $55,282,041 | PYContributionsGrantsAmt |
| CY Contributions Grants | $53,711,307 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $7,445,306 | PYInvestmentIncomeAmt |
| CY Investment Income | $9,371,056 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,638,594 | PYOtherRevenueAmt |
| CY Other Revenue | $4,462,177 | CYOtherRevenueAmt |
| PY Total Revenue | $67,365,941 | PYTotalRevenueAmt |
| CY Total Revenue | $67,544,540 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $13,855,666 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $15,524,668 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $10,811,896 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $10,699,979 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $63,456 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $199,490 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $8,569,445 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $36,218,760 | PYOtherExpensesAmt |
| CY Other Expenses | $33,819,726 | CYOtherExpensesAmt |
| PY Total Expenses | $60,949,778 | PYTotalExpensesAmt |
| CY Total Expenses | $60,243,863 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $6,416,163 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $7,300,677 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $595,960,196 | TotalAssetsBOYAmt |
| Total Assets EOY | $543,347,710 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $35,460,692 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $34,312,172 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $560,499,504 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $509,035,538 | NetAssetsOrFundBalancesEOYAmt |
| Mission | To unite donors' passions with the University of Hawai'i's (UH) aspirations by raising philanthropic support and managing private investments to benefit UH, the people of Hawai'i and our future generations. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $11,396,655 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | RESEARCH - Scientific, technical, humanistic investigation, individual and/or project research as well as grants for institutes and research centers. The University of Hawai'i Foundation (UHF) helps fuel research and innovation through strategic philanthropic investments. Private support plays a critical role in enabling UH researchers to tackle our world's challenges and improve our quality of life. With its unique geographic location in the middle of the Pacific Ocean, the rich ethnic diversity and environmental attributes, UH has become a globally recognized leader for its pioneering research in fields such as oceanography, volcanology, astronomy, Pacific Islands and Asian area studies, tropical agriculture, cancer and genetics. Its highly ranked active research programs serve as a magnet for leading researchers, building UH centers of excellence in areas including microbiomes, endangered and rare plant conservation and climate change. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $10,886,533 | ExpenseAmt |
| Revenue | $0 | RevenueAmt |
| Desc | STUDENT AID AND SERVICES - UHF raises and distributes money for student aid, scholarships, fellowships, grants and awards to help students fulfill their academic potential and ensure our state has the skilled professionals it needs to flourish. These include merit-based scholarships, need-based scholarships, study abroad opportunities and programs that help build international bridges and cultural versatility. Fellowships help UH attract and retain outstanding students whose research and contributions to our world are key to a vibrant future. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,813,185 | ExpenseAmt |
| Revenue | $0 | RevenueAmt |
| Desc | SPECIAL PROGRAMS - Donor designated accounts support a range of academic and non-academic initiatives/programs. These include visiting distinguished lecturers and professorships, computer lab support, facilities funds, intramural sports, outreach programs that support lifelong learning and community education, health fairs, workshops, band and mentorship programs. Through fundraising and account management, UHF is a partner in capital improvement projects to bring state-of-the-art facilities, technology and equipment to campuses statewide. Quality facilities and expertly-curated resources nurture healthy learning and productive collaboration. From business education to advanced culinary training, donors are helping open up world-class opportunities and facilities to Hawai'i students. Private funds make it possible for our public university to bring distinguished visiting lecturers and researchers to our campuses. Examples include bringing some of the world's most highly regarded cancer researchers to work collaboratively in our research laboratories with UH scientists. While they are here, the prominent researchers, including Nobel laureates, deliver a major lecture at the University of Hawai'i Cancer Center. Private support funds this extraordinary opportunity for UH faculty, students and staff, to meet and interact with some of the most prominent scientists whose work has saved many lives and establish research collaborations with them. Other distinguished lecture series support Hawai'i's dialogue with the rest of the world in areas including local entrepreneurship, international women's leadership, global technology, the integration of science and culture, and indigenous language/cultural issues. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $15,228,193 | ExpenseAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Donations made through UHF nurture programs that improve our lives and help create a healthy, sustainable future for Hawai'i's residents. From athletics, farming, lifelong learning opportunities, theatre and the arts - UH offers a wide range of programs that enrich the cultural landscape of Hawai'i and grow UH as a community hub for innovative and publicly accessible programs that benefit us all. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $15,228,193 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $45,324,566 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 403 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 229 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | 1 | Form8899Filedind |
| Form1098 C Filed | Yes (1) | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 31 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 31 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kara Shibata | PersonNm |
| Phone | 8083767800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1314 South King Street Suite B | AddressLine1Txt |
| City | Honolulu | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96814 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (52 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Catherine Ngo | ||||||||||
| Chairman | 0.5 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Richard Wacker | ||||||||||
| Vice Chair | 0.5 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Stanford Carr | ||||||||||
| Vice Chair | 0.5 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Ted Pettit | ||||||||||
| Treasurer | 0.5 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Marivic Dar | ||||||||||
| Secretary | 0.5 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Alan Arakawa | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| C Scott Wo | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Christine Chee-Ruiter | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Diane Paloma | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Elliot Loden | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Eric Martinson | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Herbert Conley | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Jackson Nakasone | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| James Pappas | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| James Lally | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Kathleen Kagawa | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Ken Miller | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Kent Youel | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Lawrence Taff | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Lori Teranishi | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Louise Ing | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Mary Sellers | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Michael Hirai | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Peter Fukunaga | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Peter Grossman | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Ritchie Mudd | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Rosita Leong | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Sean Sugai | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Susan Murray | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Michael May | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| William Grayson | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Tim Dolan | ||||||||||
| President/CEO | 40 | 0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Donna Vuchinich | ||||||||||
| President thru 11/2018 | 40 | 0 | Yes (X) | $380,638 | $0 | $58,357 | Yes (X) | |||
| John Han | ||||||||||
| VP/Chief Operating Officer | 40 | 0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Paul Kobayashi | ||||||||||
| Asst Treasurer/VP Admin/CFO thru 4/2019 | 40 | 0 | Yes (X) | $209,056 | $0 | $27,875 | Yes (X) | |||
| Janet Bullard | ||||||||||
| VP Marketing and Communication thru 4/2019 | 40 | 0 | Yes (X) | $204,382 | $0 | $61,602 | Yes (X) | |||
| Hugh Jones | ||||||||||
| Assistant Secretary/In-House Attorney | 40 | 0 | Yes (X) | $72,053 | $0 | $14,584 | Yes (X) | |||
| Shari Walsh | ||||||||||
| Asst Secretary/Exec Assistant to President thru 7/2019 | 40 | 0 | Yes (X) | $59,324 | $0 | $19,396 | ||||
| Charlene Mitsuda | ||||||||||
| Asst Secretary/Exec Assistant to VP-Admin/CFO thru 6/2018 | 40 | 0 | Yes (X) | $23,116 | $0 | $4,507 | ||||
| Jason Ono | ||||||||||
| Assistant Treasurer/CFO | 40 | 0 | Yes (X) | $164,496 | $0 | $38,185 | Yes (X) | |||
| Kara Shibata | ||||||||||
| Assistant Treasurer/Controller | 40 | 0 | Yes (X) | $37,734 | $0 | $6,488 | ||||
| Sarah Nakagawa | ||||||||||
| Assistant Treasurer/Controller thru 3/2018 | 40 | 0 | Yes (X) | $40,481 | $0 | $9,292 | ||||
| Jung Song | ||||||||||
| Associate VP of Corporate and Foundation Relations | 40 | 0 | $146,412 | $0 | $33,495 | Yes (X) | ||||
| Julie Levine | ||||||||||
| Executive Director of Development - Law School | 40 | 0 | $143,308 | $0 | $23,265 | Yes (X) | ||||
| Elaine Evans | ||||||||||
| Director of Development, John A Burns School of Medicine | 40 | 0 | $136,010 | $0 | $47,345 | Yes (X) | ||||
| Michael Coppes | ||||||||||
| Senior Executive Director of Estate and Gift Planning | 40 | 0 | $139,520 | $0 | $47,851 | Yes (X) | ||||
| Eric Valdescaro | ||||||||||
| Director of Advancement Services | 40 | 0 | $134,039 | $0 | $6,170 | Yes (X) | ||||
| Brandt Farias | ||||||||||
| Trustee | 0 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| Elizabeth Hokada | ||||||||||
| Trustee | 0 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| Michael Tresler | ||||||||||
| Trustee | 0 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| Robert Hiam | ||||||||||
| Trustee | 0 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| William Richardson | ||||||||||
| Trustee | 0 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,890,569 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $398,412 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 9 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line2ContractorAddress/USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| Cambridge Associates LLC | ||||||
| 100 Summer Street | Boston | MA | 02110 | investment services | $452,815 | |
| KPMG LLP | ||||||
| 1003 Bishop Street | Honolulu | HI | 96813 | accounting services | $149,215 | Unit 2100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $261,640 | MembershipDuesAmt |
| Fundraising | $1,099,895 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $0 | GovernmentGrantsAmt |
| All Other Contributions | $52,349,772 | AllOtherContributionsAmt |
| Noncash Contributions | $2,688,327 | NoncashContributionsAmt |
| Total Contributions | $53,711,307 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,738,076 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,729,769 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$991,693 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $50,343 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $50,343 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $63,097 | RealAmt |
| Personal | $0 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $54,128 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $8,969 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,969 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $338 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $8,631 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $52,123,014 | SecuritiesAmt |
| Other | $342,904 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $48,395,938 | SecuritiesAmt |
| Other | $437,000 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,727,076 | SecuritiesAmt |
| Other | -$94,096 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,632,980 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,632,980 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $1,070,382 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,070,360 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $900,360 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $170,022 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $170,022 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Service Contract - UH | 900099 | $3,341,406 | $3,341,406 | $0 | $0 |
| Special Events | 900099 | $14,860 | $14,860 | $0 | $0 |
| Memberships | 900099 | $334,828 | $334,828 | $0 | $0 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $541,749 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $541,749 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,232,843 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $67,544,540 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $14,646,273 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$983,062 | UnrelatedBusinessRevenueAmt |
| Exclusion | $170,022 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,148,076 | TotalAmt |
| Program Services | $15,148,076 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $376,592 | TotalAmt |
| Program Services | $376,592 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,890,567 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $1,325,318 | ManagementAndGeneralAmt |
| Fundraising | $565,249 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,734,491 | TotalAmt |
| Program Services | $7,667 | ProgramServicesAmt |
| Management And General | $1,552,482 | ManagementAndGeneralAmt |
| Fundraising | $5,174,342 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $789,262 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $264,028 | ManagementAndGeneralAmt |
| Fundraising | $525,234 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $692,320 | TotalAmt |
| Program Services | $33 | ProgramServicesAmt |
| Management And General | $243,078 | ManagementAndGeneralAmt |
| Fundraising | $449,209 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $593,339 | TotalAmt |
| Program Services | $121 | ProgramServicesAmt |
| Management And General | $198,484 | ManagementAndGeneralAmt |
| Fundraising | $394,734 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,578 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $69,000 | ManagementAndGeneralAmt |
| Fundraising | $25,578 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $209,441 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $209,441 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162,410 | TotalAmt |
| Program Services | $162,410 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $199,490 | TotalAmt |
| Fundraising | $199,490 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,018,132 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $1,018,132 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,169,386 | TotalAmt |
| Program Services | $1,981,453 | ProgramServicesAmt |
| Management And General | $122,345 | ManagementAndGeneralAmt |
| Fundraising | $65,588 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,005,447 | TotalAmt |
| Program Services | $761,605 | ProgramServicesAmt |
| Management And General | $154,440 | ManagementAndGeneralAmt |
| Fundraising | $89,402 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,203,723 | TotalAmt |
| Program Services | $1,906,505 | ProgramServicesAmt |
| Management And General | $140,768 | ManagementAndGeneralAmt |
| Fundraising | $156,450 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,039 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $1,915 | ManagementAndGeneralAmt |
| Fundraising | $3,124 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $588,868 | TotalAmt |
| Program Services | $69,644 | ProgramServicesAmt |
| Management And General | $419,683 | ManagementAndGeneralAmt |
| Fundraising | $99,541 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,679,069 | TotalAmt |
| Program Services | $2,503,464 | ProgramServicesAmt |
| Management And General | $89,672 | ManagementAndGeneralAmt |
| Fundraising | $85,933 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,960,261 | TotalAmt |
| Program Services | $1,719,970 | ProgramServicesAmt |
| Management And General | $38,737 | ManagementAndGeneralAmt |
| Fundraising | $201,554 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $195,166 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $123,344 | ManagementAndGeneralAmt |
| Fundraising | $71,822 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,655 | TotalAmt |
| Program Services | $11,805 | ProgramServicesAmt |
| Management And General | $79,532 | ManagementAndGeneralAmt |
| Fundraising | $65,318 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| UH Programs Assistance | $16,360,530 | $16,360,530 | $0 | $0 |
| Miscellaneous Protocol | $1,724,878 | $1,676,027 | $14,053 | $34,798 |
| Gift Premium/Recognition | $67,153 | $67,153 | $0 | $0 |
| Student Awards/Academic Excellence | $386,965 | $386,965 | $0 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,832,025 | TotalAmt |
| Program Services | $2,184,546 | ProgramServicesAmt |
| Management And General | $285,400 | ManagementAndGeneralAmt |
| Fundraising | $362,079 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,243,863 | TotalAmt |
| Program Services | $45,324,566 | ProgramServicesAmt |
| Management And General | $6,349,852 | ManagementAndGeneralAmt |
| Fundraising | $8,569,445 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,943,873 | BOYAmt |
| EOY | $14,967,338 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,567,818 | BOYAmt |
| EOY | $4,803,293 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,869,952 | BOYAmt |
| EOY | $35,811,213 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,968 | BOYAmt |
| EOY | $163,941 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $140,709 | BOYAmt |
| EOY | $372,636 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $12,229,056 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,842,575 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,543,768 | BOYAmt |
| EOY | $10,386,481 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $183,836,264 | BOYAmt |
| EOY | $191,751,083 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $249,496,670 | BOYAmt |
| EOY | $247,939,537 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,484,174 | BOYAmt |
| EOY | $37,152,188 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $595,960,196 | BOYAmt |
| EOY | $543,347,710 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,074,232 | BOYAmt |
| EOY | $8,553,020 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,386,460 | BOYAmt |
| EOY | $25,759,152 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,460,692 | BOYAmt |
| EOY | $34,312,172 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$663,535 | BOYAmt |
| EOY | $4,639,887 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $204,779,761 | BOYAmt |
| EOY | $207,745,223 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $356,383,278 | BOYAmt |
| EOY | $296,650,428 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $560,499,504 | BOYAmt |
| EOY | $509,035,538 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $595,960,196 | BOYAmt |
| EOY | $543,347,710 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $7,300,677 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$58,764,643 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $82,225,409 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $41,408,112 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $95,727,163 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $55,282,041 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $53,711,306 | CurrentTaxYearAmt |
| Total | $328,354,031 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $354,786 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $365,429 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $376,392 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $387,684 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $265,816 | CurrentTaxYearAmt |
| Total | $1,750,107 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $82,580,195 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $41,773,541 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $96,103,555 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $55,669,725 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $53,977,122 | CurrentTaxYearAmt |
| Total | $330,104,138 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $330,104,138 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,076,157 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,105,388 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,338,498 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,207,604 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,566,478 | CurrentTaxYearAmt |
| Total | $25,294,125 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $253,282 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $99,883 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,145 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $383,310 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,516,797 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,654,618 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,084,804 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,798,955 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,149,285 | CurrentTaxYearAmt |
| Total | $51,204,459 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $406,986,032 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $0 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.81109 | PublicSupportCY170Pct |
| Public Support PY170 | 0.80804 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10 | FormAndLineReferenceDesc |
| Explanation | Other income consists of fundraising events and fees, honoraria/services, royalties and other miscellaneous income. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $162,410 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $162,410 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $162,410 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $32,482 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $8,121 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $129,928 | FilingOrganizationsTotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed | 0 | Form4720FiledInd |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $16,750 | CurrentYearMinus3Amt |
| Current Year Minus2 | $20,950 | CurrentYearMinus2Amt |
| Current Year Minus1 | $21,250 | CurrentYearMinus1Amt |
| Current Year | $32,482 | CurrentYearAmt |
| Total | $91,432 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $137,148 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $83,750 | CurrentYearMinus3Amt |
| Current Year Minus2 | $104,750 | CurrentYearMinus2Amt |
| Current Year Minus1 | $106,250 | CurrentYearMinus1Amt |
| Current Year | $162,410 | CurrentYearAmt |
| Total | $457,160 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $4,188 | CurrentYearMinus3Amt |
| Current Year Minus2 | $5,238 | CurrentYearMinus2Amt |
| Current Year Minus1 | $5,313 | CurrentYearMinus1Amt |
| Current Year | $8,121 | CurrentYearAmt |
| Total | $22,860 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $34,290 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $0 | CurrentYearMinus3Amt |
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $321,039,892 | BeginningYearBalanceAmt |
| Contributions | $12,539,154 | ContributionsAmt |
| Investment Earnings Or Losses | $4,945,653 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $11,531,262 | AdministrativeExpensesAmt |
| End Year Balance | $326,993,437 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $294,688,609 | BeginningYearBalanceAmt |
| Contributions | $18,917,155 | ContributionsAmt |
| Investment Earnings Or Losses | $18,379,605 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $10,945,477 | AdministrativeExpensesAmt |
| End Year Balance | $321,039,892 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $259,182,813 | BeginningYearBalanceAmt |
| Contributions | $18,651,593 | ContributionsAmt |
| Investment Earnings Or Losses | $31,553,466 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $14,699,263 | AdministrativeExpensesAmt |
| End Year Balance | $294,688,609 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $267,384,686 | BeginningYearBalanceAmt |
| Contributions | $11,997,767 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,682,992 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $16,516,648 | AdministrativeExpensesAmt |
| End Year Balance | $259,182,813 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $261,070,433 | BeginningYearBalanceAmt |
| Contributions | $18,532,753 | ContributionsAmt |
| Investment Earnings Or Losses | $3,456,297 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $15,674,797 | AdministrativeExpensesAmt |
| End Year Balance | $267,384,686 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.21 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.79 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $2,006,330 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Book Value | $2,006,330 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $8,377,175 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $194,012 | DepreciationAmt |
| Book Value | $8,183,163 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $69,491 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $56,448 | DepreciationAmt |
| Book Value | $13,043 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $1,711,639 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,527,694 | DepreciationAmt |
| Book Value | $183,945 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $64,421 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $64,421 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $10,386,481 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Domestic Equity | $32,109,762 | F |
| International Equity | $42,703,738 | F |
| Hedge Funds | $107,618,585 | F |
| Private Equity Securities | $36,204,356 | F |
| Natural Resources/Real Estate | $29,303,096 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $247,939,537 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (11 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Accrued Interest/Dividend Receivables | $362,183 |
| Other Receivables | $677,677 |
| Due from UH | $496,075 |
| Due from Affliates | $615,500 |
| Due to Affiliates | -$615,500 |
| Perpetual Trusts | $11,688,686 |
| Beneficial Interests in CRTs | $4,761,232 |
| Remainder Ownership Interests | $15,466,620 |
| Cash Surrender Value of Insurance | $192,582 |
| Gifts of Real Estate | $3,000,964 |
| Gifts of Securities | $506,169 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $37,152,188 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| Payroll Taxes & Benefits | $406,979 |
| Other Liabilities | $261,441 |
| Mortgage Loan | $8,200,000 |
| Split-Interest Agreements | $12,528,531 |
| Amounts Held For Others | $4,362,201 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $25,759,152 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $8,982,051 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$58,764,644 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $265,816 | DonatedServicesAndUseFcltsAmt |
| Recoveries Prior Year Grants | $0 | RecoveriesPriorYearGrantsAmt |
| Other Revenue | $954,471 | OtherRevenueAmt |
| Revenue Not Reported | -$57,544,357 | RevenueNotReportedAmt |
| Revenue Subtotal | $66,526,408 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,018,132 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,018,132 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $67,544,540 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $60,446,017 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $265,816 | DonatedServicesUseFcltsAmt |
| Prior Year Adjustments | $0 | PriorYearAdjustmentsAmt |
| Losses Reported | $0 | LossesReportedAmt |
| Other Expenses Included | $954,470 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,220,286 | ExpensesNotReportedAmt |
| Expenses Subtotal | $59,225,731 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $1,018,132 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,018,132 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $60,243,863 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 | Endowments are managed for prudent growth to ensure the returns provide for program support plus inflation. The present and future revenue streams that endowed funds generate allow UH to hire faculty, implement programs, advance research and support outstanding students. |
| Schedule D, Part X, Line 2 | UHF recognizes the effect of Income Tax. |
| Schedule D, Part XI, Line 2d | Rental and special event direct expenses netted against related revenue. |
| Schedule D, Part XII, Line 2d | Rental and special event direct expenses netted against related revenue. |
Schedule F IRS990ScheduleF
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Middle East and North Africa | RegionTxt |
| Purpose Of Grant | Grant funding used to promote progress of microbial oceanography | PurposeOfGrantTxt |
| Cash Grant | $376,592 | CashGrantAmt |
| Manner Of Cash Disbursement | wire transfer | MannerOfCashDisbursementTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule F, Part II, Line 1 | FormAndLineReferenceDesc |
| Explanation | Calculation of grant totals are based on actual wire payments made during the fiscal year. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Marts & Lundy | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 Wall Street West | AddressLine1Txt |
| City | Lyndhurst | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | professional fundraising consultant services | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $199,490 | GrossReceiptsAmt |
| Retained By Contractor | $199,490 | RetainedByContractorAmt |
| Net To Organization | $0 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $199,490 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $199,490 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $0 | TotalNetToOrganizationAmt |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Celebrate A Legacy In Tourism | Event1Nm |
| Gross Receipts Event1 | $301,640 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $222,615 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $79,025 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $0 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $0 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $0 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $0 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $37,000 | OtherDirectExpensesEvent1Amt |
| Event2 | 19th Annual College of Engineering Dinner | Event2Nm |
| Gross Receipts Event2 | $238,000 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $183,435 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $54,565 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $0 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $0 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $0 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $0 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $0 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $62,740 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 38 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $1,456,341 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $679,489 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $776,852 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $0 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $0 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $0 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $0 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $0 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $575,998 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,995,981 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,085,539 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $910,442 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $0 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $0 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $0 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $0 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $675,738 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $675,738 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $234,704 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of Hawai'i | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2500 Campus Road | AddressLine1Txt |
| City | Honolulu | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96822 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 996000354 | RecipientEIN |
| IRC Section | State of Hawai'i | IRCSectionDesc |
| Cash Grant | $9,750,186 | CashGrantAmt |
| Purpose Of Grant | University support, research, scholarship and awards. | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Scholarships and grants, including stipends and travel awards. | GrantTypeTxt |
| Recipient | 354 | RecipientCnt |
| Cash Grant | $1,083,405 | CashGrantAmt |
| Valuation Method Used | book value | ValuationMethodUsedDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | UHF has policies in place for providing grant funds to students in the form of scholarships, travel grants and awards. Generally, scholarship and fellowship payments specifically intended to cover items related to cost of attendance are processed through the UH's system. UHF will pay scholarships and fellowships to students directly in relation to travel, materials and/or research. All payment requests must comply with UHF's account administration policy in order to be processed. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (1) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | Yes (1) | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Donna Vuchinich | ||||||||||||||
| President | $322,919 | $0 | $54,450 | $0 | $3,269 | $0 | $50,185 | $0 | $8,172 | $0 | $438,995 | $0 | $438,250 | $0 |
| Janet Bullard | ||||||||||||||
| VP Marketing and Communication thru 4/2019 | $195,964 | $0 | $10,000 | $0 | -$1,582 | $0 | $53,048 | $0 | $8,555 | $0 | $265,985 | $0 | $197,930 | $0 |
| Paul Kobayashi | ||||||||||||||
| Asst Treasurer/VP Admin/CFO thru 4/2019 | $183,724 | $0 | $27,401 | $0 | -$2,069 | $0 | $25,257 | $0 | $2,618 | $0 | $236,931 | $0 | $222,159 | $0 |
| Jason Ono | ||||||||||||||
| Assistant Treasurer/CFO | $155,895 | $0 | $9,167 | $0 | -$566 | $0 | $30,878 | $0 | $7,307 | $0 | $202,681 | $0 | $0 | $0 |
| Michael Coppes | ||||||||||||||
| Senior Executive Director of Estate and Gift Planning | $130,173 | $0 | $11,097 | $0 | -$1,750 | $0 | $39,270 | $0 | $8,581 | $0 | $187,371 | $0 | $124,600 | $0 |
| Elaine Evans | ||||||||||||||
| Director of Development, John A Burns School of Medicine | $128,063 | $0 | $6,357 | $0 | $1,590 | $0 | $38,243 | $0 | $9,102 | $0 | $183,355 | $0 | $130,818 | $0 |
| Jung Song | ||||||||||||||
| Associate VP of Corporate and Foundation Relations | $143,271 | $0 | $5,552 | $0 | -$2,411 | $0 | $24,903 | $0 | $8,592 | $0 | $179,907 | $0 | $143,627 | $0 |
| Julie Levine | ||||||||||||||
| Executive Director of Development - Law School | $143,392 | $0 | $0 | $0 | -$85 | $0 | $15,094 | $0 | $8,171 | $0 | $166,572 | $0 | $139,820 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a | Private business club membership is provided to the President and certain staff for business use. |
| Schedule J, Part I, Line 5 | An incentive program is in place for key individuals. It is based on quantitative and qualitative factors. One of several quantitative factors is funds raised. |
| Schedule J, Part I, Line 6 | An incentive program is in place for key individuals. It is based on quantitative and qualitative factors. One of several quantitative factors is funds raised and net operating results. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 51 | ContributionCnt |
| Noncash Contributions Rpt F990 | $757,395 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Secur Prtnrshp Trust Intrsts SecurPrtnrshpTrustIntrstsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 18 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,002,187 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $928,745 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 59 | ContributionCnt |
| Noncash Contributions Rpt F990 | $36,725 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Historical Artifacts HistoricalArtifactsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 48 | ContributionCnt |
| Noncash Contributions Rpt F990 | $64,350 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | GE Ultrasound System | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $15,725 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | PURCHASE PRICE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 7 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I, Line 32b | FormAndLineReferenceDesc |
| Explanation | UHF used Kokua in Kind, Merrill Lynch and Charles Schwab to process and sell non-cash contributions. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, Line 2 | Officers, directors, trustees and key employees have family or business relationships with another due to the nature of business in Hawaii. Relationships were identified as part of an annual questionnaire and transactions occurred in the ordinary course of business on terms offered to the public. |
| Form 990, Part VI, Section A, Line 4 | The UH Foundation Bylaws were amended to make the UH President a voting trustee on the UH Foundation board. |
| Form 990, Part VI, Section B, Line 11b | The Form 990 is prepared by the Controller of UHF and reviewed by the CFO, Senior Executive Director of Communications and the General Counsel prior to presentation of a final draft to the Audit Committee of the Board of Trustees to review and approve. Upon approval, the return is filed and signed off electronically by the CFO. The Form 990 is available on Guidestar and on UHF's website, as well as upon request. |
| Form 990, Part VI, Section B, Line 12c | UHF has a conflict of interest policy for employees and a separate form for Trustees. In accordance with both policies, all employees and Trustees are required to complete and certify an "Annual Conflict of Interest Form" at the beginning of the fiscal year. The information is compiled by the General Counsel. Any potential conflicts with regard to Trustees are brought to the attention of the CFO, COO and President, and brought to the Board of Trustee's Audit Committee to approve or disapprove the conflict of interest. |
| Form 990, Part VI, Section B, Line 15 | Annually, UHF benchmarks the salaries of the President/Chief Executive Officer and other senior management positions at other institutionally related foundations nationwide, as well as nonprofits within the State of Hawai'i. This is done through research of 990s and through salary surveys of various professional organizations. The Executive Committee of the Board of Trustees uses this data in conjunction with an assessment of individual job performance to determine the appropriate compensation adjustments for the President/CEO and Vice Presidents of the organization. The documentation of these decisions is provided to and filed with the Human Resources Department. |
| Form 990, Part VI, Section C, Line 19 | UHF has a public information policy. This policy sets out the practices of UHF regarding disclosure of information and describes the extent and nature of those materials which will be made available to the public. UHF provides access to the following documents on its website: Form 990 tax return for the previous three years, IRS tax determination letter, Articles of Incorporation, Annual Report. The Form 990 tax return may also be viewed on Guidestar. Also available on the website is a listing of UHF's Board of Trustees and UHF Staff. The Conflict of Interest Policy and other governing documents outlined in the Public Information Policy that are not on the website are available upon request. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UHF Atherton Student Housing LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1314 South King Street Suite B | AddressLine1Txt |
| City | Honolulu | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | Real Estate | PrimaryActivitiesTxt |
| Legal Domicile State | HI | LegalDomicileStateCd |
| Total Income | $348,081 | TotalIncomeAmt |
| End Of Year Assets | $7,991,637 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UH Foundation | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UHF Support Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1314 South King Street | AddressLine1Txt |
| Address Line2 | Suite B | AddressLine2Txt |
| City | Honolulu | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 262825368 | EIN |
| Primary Activities | Support for University of Hawaii Foundation | PrimaryActivitiesTxt |
| Legal Domicile State | HI | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 509(a)(3) | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule R, Part I | FormAndLineReferenceDesc |
| Explanation | One of the Trustees is a key employee at a publicly traded bank where the Foundation has a purchase money mortgage to purchase and develop real estate for the benefit of the University of Hawaii. The loan was negotiated in an arm's length transaction and conducted in the ordinary course of the bank's business on the same terms it offers to the general public. The real estate and loan activities are recorded on the books of UHF Atherton Student Housing LLC. | ExplanationTxt |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | The organization did not enough information to file a complete and accurate return. | ExplanationTxt |