FIRST INSURANCE COMPANY OF HAWAII CHARITABLE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- FIRST INSURANCE COMPANY OF HAWAII CHARITABLE FOUNDATION (EIN 99-0339536)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-10
- IRS object ID
- 202003159349101765
- Schema version
- 2019v5.1
- 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
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-10T18:33:55-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 472701578 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ABF TAX ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 FORT STREET MALL SUITE 925 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96813 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 990339536 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIRST INSURANCE COMPANY | BusinessNameLine1Txt |
| Business Name Line2 | OF HAWAII CHARITABLE FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FIRS | BusinessNameControlTxt |
| Phone | 8085277301 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 WARD AVENUE | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96814 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY SHONKA | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8085277301 | PhoneNum |
| Signature | 2020-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JESSICA ENOS | PreparerPersonNm |
| PTIN | P00647798 | PTIN |
| Phone | 8084405060 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 74.87.41.15 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-10 | IPDt |
| IP Tm | 14:33:22 | IPTm |
| IP Timezone | HS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7301B27BCBA3AC2687FBB197F26CA70328FEB72C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7301B27BCBA3AC2687FBB197F26CA70328FEB72C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,926,559 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $270,411 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $270,411 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$408 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,779,956 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $209 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $209 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $270,212 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $270,620 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $36,482 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $36,482 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $102 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $102 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $36,584 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $36,584 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $544,929 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $544,142 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $581,513 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $36,584 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $544,142 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$311,301 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $234,036 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $273,397 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $351,181 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $351,181 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,685,610 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,877,783 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,877,783 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,990,924 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,679,677 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,679,677 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $29,148 | OtherAssetsBOYAmt |
| Other Assets EOY | $17,918 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $17,918 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $7,979,079 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,926,559 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,926,559 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $49,814 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $49,814 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $7,929,265 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $8,926,559 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,929,265 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,926,559 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,979,079 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,926,559 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,929,265 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$311,301 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,308,595 | OtherIncreasesAmt |
| Subtotal | $8,926,559 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,926,559 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES | P | $1,771,136 | $1,780,364 | -$9,228 | -$9,228 |
| CAPITAL GAINS DIVIDENDS | P | $8,820 | $8,820 | $8,820 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$408 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $639,949 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,210,655 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.077941 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $419,641 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,915,850 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053013 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $391,790 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,526,739 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052053 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $391,142 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,842,723 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049873 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $405,299 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,932,749 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051092 | DistributionYr5Rt |
| Total Distribution | 0.283972 | TotalDistributionRt |
| Average Distribution | 0.056794 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,457,081 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $480,311 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,340 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $482,651 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $544,142 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,340 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,340 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,340 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,410 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $10,410 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $8,070 | OverpaymentAmt |
| Applied To ES Tax | $8,070 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | LINDA DESELLEM | IndividualWithBooksNm |
| Phone | 8085277301 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2866 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96803 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| FAYE W KURREN | ||||||||
| 1100 WARD AVENUE | HONOLULU | HI | 96814 | TRUSTEE | 1.00 | $2,000 | $0 | $0 |
| ISAAC KOSASA | ||||||||
| 1100 WARD AVENUE | HONOLULU | HI | 96814 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JEFFREY A SHONKA | ||||||||
| 1100 WARD AVENUE | HONOLULU | HI | 96814 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| STEPHEN J TABUSSI | ||||||||
| 1100 WARD AVENUE | HONOLULU | HI | 96814 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JEFFREY N WATANABE | ||||||||
| 1100 WARD AVENUE | HONOLULU | HI | 96814 | TRUSTEE | 1.00 | $2,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| 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 | $8,269,844 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $316,025 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,585,869 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,585,869 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $128,788 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,457,081 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $422,854 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $422,854 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,340 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,340 | TotalTaxAmt |
| Distributable Before Adj | $420,514 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $420,514 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $420,514 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $544,142 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $544,142 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,340 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $541,802 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $420,514 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $12,121 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,055 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $23,117 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $73,703 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $233,606 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $344,602 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $544,142 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $420,514 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $123,628 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $468,230 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $12,121 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $456,109 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,055 | ExcessFromYear4Amt |
| Excess From Year3 | $23,117 | ExcessFromYear3Amt |
| Excess From Year2 | $73,703 | ExcessFromYear2Amt |
| Excess From Year1 | $233,606 | ExcessFromYear1Amt |
| Excess From Current Year | $123,628 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JEFFREY SHONKA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 WARD AVENUE | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8085277301 | RecipientPhoneNum |
| Form And Info And Materials | LETTER STATING THE TYPE OF ACTIVITY | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (127 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CHAMINADE UNIVERSITY | ||||||
| 3140 WAIALAE AVENUE | HONOLULU | HI | 96816 | PC | SUPPORT GENERAL FUND | $3,000 |
| YMCA OF HONOLULU | ||||||
| 1441 PALI HIGHWAY | HONOLULU | HI | 96813 | PC | SUPPORT GENERAL FUND | $2,000 |
| YMCA OF HONOLULU | ||||||
| 1441 PALI HIGHWAY | HONOLULU | HI | 96813 | PC | SUPPORT GENERAL FUND | $5,000 |
| AMERICAN DIABETES ASSOCIATION | ||||||
| 900 FORT STREET MALL SUITE 940 | HONOLULU | HI | 96813 | PC | TOUR DE CURE | $5,000 |
| AMERICAN CANCER SOCIETY | ||||||
| 2370 NUUANU AVENUE | HONOLULU | HI | 96817 | PC | SUPPORT GENERAL FUND | $100 |
| SHRINERS HOSPITALS FOR CHILDREN | ||||||
| 1310 PUNAHOU STREET | HONOLULU | HI | 96826 | PC | SUPPORT GENERAL FUND | $500 |
| AMERICAN CANCER SOCIETY | ||||||
| 2370 NUUANU AVENUE | HONOLULU | HI | 96817 | PC | RELAY FOR LIFE | $1,000 |
| HAWAIIAN ACADEMY OF SCIENCE | ||||||
| 1776 UNIVERSITY AVENUE UA4-4 | HONOLULU | HI | 96822 | PC | HAWAII STATE SCIENCE & ENGINEERING FAIR PROGRAM | $1,500 |
| AMERICAN RED CROSS | ||||||
| 4155 DIAMOND HEAD ROAD | HONOLULU | HI | 96816 | PC | SUPPORT GENERAL FUND | $35,000 |
| POLYNESIAN VOYAGING SOCIETY | ||||||
| 10 SAND ISLAND PARKWAY | HONOLULU | HI | 96819 | PC | SUPPORT GENERAL FUND | $5,000 |
| GIRL SCOUTS OF HAWAII | ||||||
| 410 ATKINSON DRIVE | HONOLULU | HI | 96814 | PC | SUPPORT GENERAL FUND | $3,500 |
| BISHOP MUSEUM | ||||||
| 1525 BERNICE STREET | HONOLULU | HI | 96817 | PC | E HE'E NALU KAKOUP: THE SURFING EXHIBIT | $5,000 |
| YMCA OF HONOLULU | ||||||
| 1441 PALI HIGHWAY | HONOLULU | HI | 96813 | PC | SUPPORT GENERAL FUND | $100 |
| WESTRIDGE SCHOOL FOR GIRLS | ||||||
| 324 MADELINE DRIVE | PASADENA | CA | 91105 | PC | SUPPORT GENERAL FUND | $200 |
| UNIVERSITY OF HAWAII FOUNDATION | ||||||
| 2444 DOLE STREET BACHMAN HALL 105 | HONOLULU | HI | 96822 | PC | HAWAII FAMILY SUPPORT INSTITUTE | $5,000 |
| THE SALVATION ARMY | ||||||
| PO BOX 620 | HONOLULU | HI | 96809 | PC | SUPPORT GENERAL FUND | $75 |
| THE INSTITUTE FOR HUMAN SERVICES | ||||||
| 546 KAAAHI STREET | HONOLULU | HI | 96817 | PC | SUPPORT GENERAL FUND | $1,000 |
| TEACH FOR AMERICA | ||||||
| 500 ALA MOANA BOULEVARD 3-400 | HONOLULU | HI | 96813 | PC | SUPPORT GENERAL FUND | $10,000 |
| KUMU KAHUA THEATRE | ||||||
| 46 MERCHANT STREET | HONOLULU | HI | 96813 | PC | SUPPORT GENERAL FUND | $50 |
| NATIONAL PARKS CONSERVATION ASSOCIATION | ||||||
| 777 6TH STREET NW SUITE 700 | WASHINGTON DC | DC | 20001 | PC | SUPPORT GENERAL FUND | $50 |
| IOLANI SCHOOL | ||||||
| 563 KAMOKU STREET | HONOLULU | HI | 96826 | PC | IOLANI FAIR | $1,500 |
| HAWAII PUBLIC TELEVISION FOUNDATION | ||||||
| 2350 DOLE STREET | HONOLULU | HI | 96822 | PC | SUPPORT GENERAL FUND | $335 |
| HAWAII MEALS ON WHEELS | ||||||
| PO BOX 61194 | HONOLULU | HI | 96839 | PC | SUPPORT GENERAL FUND | $100 |
| HAWAII MEALS ON WHEELS | ||||||
| PO BOX 61194 | HONOLULU | HI | 96839 | PC | SUPPORT GENERAL FUND | $100 |
| HAWAII FOODBANK | ||||||
| 2611 KILIHAU STREET | HONOLULU | HI | 96819 | PC | SUPPORT GENERAL FUND | $50 |
| ENVIRONMENTAL DEFENSE FUND | ||||||
| 1875 CONNECTICUT AVE NW STE 600 | WASHINGTON DC | DC | 20009 | PC | SUPPORT GENERAL FUND | $50 |
| ALZHEIMER'S ASSOCIATION | ||||||
| 1130 N NIMITZ HWY A-265 | HONOLULU | HI | 96817 | PC | SUPPORT GENERAL FUND | $100 |
| AMERICAN RED CROSS | ||||||
| 4155 DIAMOND HEAD ROAD | HONOLULU | HI | 96816 | PC | SUPPORT GENERAL FUND | $75 |
| ALOHA MEDIAL MISSION | ||||||
| 200 N VINEYARD BLVD B120 | HONOLULU | HI | 96817 | PC | SUPPORT GENERAL FUND | $500 |
| ARTHRITIS FOUNDATION | ||||||
| 2752 WOODLAWN DRIVE SUITE 5-204B | HONOLULU | HI | 96822 | PC | SUPPORT GENERAL FUND | $5,000 |
| BE THE MATCH FOUNDATION | ||||||
| 500 N 5TH STREET | MINNEAPOLIS | MN | 55401 | PC | SUPPORT GENERAL FUND | $1,703 |
| DOMESTIC VIOLENCE ACTION CENTER | ||||||
| PO BOX 3198 | HONOLULU | HI | 96801 | PC | SUPPORT GENERAL FUND | $500 |
| OAHU SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS | ||||||
| 823 OLIVE AVENUE | WAHIAWA | HI | 96786 | PC | SUPPORT GENERAL FUND | $100 |
| HONOLULU MUSEUM OF ART | ||||||
| 900 S BERETANIA STREET | HONOLULU | HI | 96814 | PC | SUPPORT GENERAL FUND | $25,000 |
| FAMILY PROGRAMS HAWAII | ||||||
| 801 S KING STREET | HONOLULU | HI | 96813 | PC | SUPPORT GENERAL FUND | $500 |
| AMERICAN RED CROSS | ||||||
| 4155 DIAMOND HEAD ROAD | HONOLULU | HI | 96816 | PC | HOME FIRE RELIEF | $5,000 |
| PUBLIC SCHOOLS OF HAWAII FOUNDATION | ||||||
| PO BOX 4148 | HONOLULU | HI | 96812 | PC | 28TH ANNUAL KULIA I KA NU'U AWARDS BANQUET | $4,213 |
| PARENTS AND CHILDREN TOGETHER | ||||||
| 1485 LINAPUNI STREET SUITE 105 | HONOLULU | HI | 96819 | PC | KEIKI DAY 2019 | $2,500 |
| MAUI ECONOMIC DEVELOPMENT BOARD INC | ||||||
| 1305 NORTH HOLOPONO STREET SUITE 1 | KIHEI | HI | 96753 | PC | SUPPORT GENERAL FUND | $6,000 |
| MARCH OF DIMES | ||||||
| 1580 MAKALOA STREET SUITE 1200 | HONOLULU | HI | 96814 | PC | SUPPORT GENERAL FUND | $5,000 |
| HUGS FOR HAWAII'S SERIOUSLY ILL CHILDREN & THEIR FAMILIES | ||||||
| 3636 KILAUEA AVENUE | HONOLULU | HI | 96816 | PC | HUGS GALA "CELEBRATING OUR OHANA" | $1,500 |
| CHINESE CHAMBER OF COMMERCE OF HI | ||||||
| 8 SOUTH KING STREET SUITE 201 | HONOLULU | HI | 96813 | PC | 71ST NARCISSUS FESTIVAL | $3,500 |
| AMERICAN CANCER SOCIETY | ||||||
| 2370 NUUANU AVENUE | HONOLULU | HI | 96817 | PC | HOPE GALA HONOLULU | $2,500 |
| SAINT LOUIS SCHOOL | ||||||
| 3142 WAIALAE AVENUE | HONOLULU | HI | 96816 | PC | GRAPE ESCAPE EVENT | $1,000 |
| MYASTHENIA GRAVIS FOUNDATION OF AMERICA INC | ||||||
| 290 TURNPIKE ROAD SUITE 5-315 | WESTBOROUGH | MA | 01581 | PC | SUPPORT GENERAL FUND | $100 |
| GIFT FOUNDATION OF HAWAII | ||||||
| 1288 ALA MOANA BLVD SUITE 208 | HONOLULU | HI | 96814 | PC | SUPPORT GENERAL FUND | $2,250 |
| THE SALVATION ARMY | ||||||
| PO BOX 620 | HONOLULU | HI | 96809 | PC | 2019 ARMY OF HOPE GALA | $2,500 |
| UNIVERSITY OF HAWAII FOUNDATION | ||||||
| 2444 DOLE STREET BACHMAN HALL 105 | HONOLULU | HI | 96822 | PC | FRIENDS OF UHERO | $3,000 |
| AMERICAN HEART ASSOCIATION | ||||||
| 677 ALA MOANA BOULEVARD 600 | HONOLULU | HI | 96813 | PC | SUPPORT GENERAL FUND | $15,000 |
| HAWAII CHILDREN'S ACTION NETWORK | ||||||
| 850 RICHARDS STREET SUITE 201 | HONOLULU | HI | 96813 | PC | SUPPORT GENERAL FUND | $500 |
| SERTOMA INC | ||||||
| 1912 EAST MEYER BLVD | KANSAS CITY | MO | 64132 | PC | CELEBRATE SOUND - DON'T WALK IN SILENCE EVENT | $500 |
| KAPIOLANI HEALTH FOUNDATION | ||||||
| 55 MERCHANT STREET SUITE 2600 | HONOLULU | HI | 96813 | PC | SUPPORT GENERAL FUND | $2,000 |
| AFTER-SCHOOL ALL-STARS HAWAII | ||||||
| 4747 KILAUEA AVENUE 210 | HONOLULU | HI | 96816 | PC | 10TH ANNUAL ALL-STAR AFFAIR EVENT | $5,000 |
| UNIVERSITY OF HAWAII FOUNDATION | ||||||
| 2444 DOLE STREET BACHMAN HALL 105 | HONOLULU | HI | 96822 | PC | SUPPORT GENERAL FUND | $50 |
| MENTAL HEALTH AMERICA OF HAWAII | ||||||
| 1136 UNION MALL SUITE 510 | HONOLULU | HI | 96813 | PC | 14TH ANNUAL MENTAL HEALTH MAHALO AWARDS LUNCHEON | $5,000 |
| HAWAII PUBLIC HEALTH ASSOCIATION | ||||||
| 7192 KALANIANAOLE HWY A143A PMB 226 | HONOLULU | HI | 96825 | PC | SUPPORT GENERAL FUND | $2,000 |
| PACIFIC BUDDHIST ACADEMY | ||||||
| 1754 LUSITANA STREET | HONOLULU | HI | 96813 | PC | SUPPORT GENERAL FUND | $250 |
| MADD HAWAII | ||||||
| 745 FORT STREET SUITE 303 | HONOLULU | HI | 96813 | PC | WALK LIKE MADD EVENT | $2,000 |
| LE JARDIN ACADEMY | ||||||
| 917 KALANIANAOLE HWY | KAILUA | HI | 96734 | PC | SUPPORT GENERAL FUND | $5,000 |
| JUNIOR ACHIEVEMENT OF HAWAII INC | ||||||
| 1888 KALAKAUA AVE SUITE C-312 | HONOLULU | HI | 96815 | PC | 2019 BUSINESS HALL OF FAME DINNER | $3,500 |
| NATIONAL KIDNEY FOUNDATION OF HAWAII | ||||||
| 1314 S KING STREET SUITE 1555 | HONOLULU | HI | 96814 | PC | 5TH ANNUAL GREAT GATSBY GALA | $1,500 |
| WESTRIDGE SCHOOL FOR GIRLS | ||||||
| 324 MADELINE DRIVE | PASADENA | CA | 91105 | PC | SUPPORT GENERAL FUND | $200 |
| AMERICAN RED CROSS | ||||||
| 4155 DIAMOND HEAD ROAD | HONOLULU | HI | 96816 | PC | SUPPORT GENERAL FUND | $850 |
| HABILITAT | ||||||
| 45-035 KUHONU PLACE | KANEOHE | HI | 96744 | PC | SUPPORT GENERAL FUND | $1,000 |
| AMERICAN HEART ASSOCIATION | ||||||
| 677 ALA MOANA BOULEVARD 600 | HONOLULU | HI | 96813 | PC | SUPPORT GENERAL FUND | $2,500 |
| HAWAII COMMUNITY FOUNDATION | ||||||
| 827 FORT STREET MALL | HONOLULU | HI | 96813 | PC | SUPPORT GENERAL FUND | $5,000 |
| SPECIAL OLYMPICS HAWAII | ||||||
| PO BOX 3295 | HONOLULU | HI | 96801 | PC | SPORTS AND WELLNESS CENTER CAMPAIGN | $2,500 |
| FRIENDS OF THE LIBRARY OF HAWAII | ||||||
| 99-1132 IWAENA STREET | AIEA | HI | 96701 | PC | 2019 SUMMER READING PROGRAM | $2,000 |
| OAHU SOUTH FOURSQUARE CHURCH | ||||||
| 290 SAND ISLAND ACCESS ROAD | HONOLULU | HI | 96819 | PC | SUPPORT GENERAL FUND | $1,000 |
| THE FOOD BASKET INC | ||||||
| 40 HOLOMUA STREET | HILO | HI | 96720 | PC | SUPPORT GENERAL FUND | $1,000 |
| OHANA ARTS | ||||||
| PO BOX 894755 | MILILANI | HI | 96789 | PC | 2019 TASTE OF OHANA BENEFIT DINNER | $2,500 |
| HI SHARE | ||||||
| 3571 MANOA ROAD | HONOLULU | HI | 96822 | PC | SUPPORT GENERAL FUND | $25,000 |
| AMERICAN HEART ASSOCIATION | ||||||
| 677 ALA MOANA BOULEVARD 600 | HONOLULU | HI | 96813 | PC | SUPPORT GENERAL FUND | $100 |
| UNIVERSITY OF HAWAII FOUNDATION | ||||||
| 2444 DOLE STREET BACHMAN HALL 105 | HONOLULU | HI | 96822 | PC | PACE PITCH | $10,000 |
| UNIVERSITY OF HAWAII FOUNDATION | ||||||
| 2444 DOLE STREET BACHMAN HALL 105 | HONOLULU | HI | 96822 | PC | SHIDLER MAINTENANCE/RENOVATION | $30,000 |
| AMERICAN HEART ASSOCIATION | ||||||
| 677 ALA MOANA BOULEVARD 600 | HONOLULU | HI | 96813 | PC | SUPPORT GENERAL FUND | $3,010 |
| AMERICAN HEART ASSOCIATION | ||||||
| 677 ALA MOANA BOULEVARD 600 | HONOLULU | HI | 96813 | PC | SUPPORT GENERAL FUND | $30,000 |
| AMERICAN HEART ASSOCIATION | ||||||
| 677 ALA MOANA BOULEVARD 600 | HONOLULU | HI | 96813 | PC | SUPPORT GENERAL FUND | $1,230 |
| BISHOP MUSEUM | ||||||
| 1525 BERNICE STREET | HONOLULU | HI | 96817 | PC | 21ST ANNUAL BERNICE PAUAHI BISHOP MUSEUM DINNER | $5,000 |
| BOY SCOUTS OF AMERICA ALOHA COUNCIL | ||||||
| 42 PUIWA ROAD | HONOLULU | HI | 96817 | PC | FRIENDS OF SCOUTING 2019 | $1,000 |
| BOYS & GIRLS CLUB OF HAWAII | ||||||
| 345 QUEEN STREET SUITE 900 | HONOLULU | HI | 96813 | PC | 23RD ANNUAL WALK IN THE COUNTRY EVENT | $5,000 |
| KAPIOLANI HEALTH FOUNDATION | ||||||
| 55 MERCHANT STREET SUITE 2600 | HONOLULU | HI | 96813 | PC | KAPIOLANI CHILDREN'S MIRACLE NETWORK | $2,000 |
| ARTHRITIS FOUNDATION | ||||||
| 2752 WOODLAWN DRIVE SUITE 5-204B | HONOLULU | HI | 96822 | PC | SUPPORT GENERAL FUND | $5,000 |
| SHRINERS HOSPITALS FOR CHILDREN | ||||||
| 1310 PUNAHOU STREET | HONOLULU | HI | 96826 | PC | SUPPORT GENERAL FUND | $100 |
| HISTORIC HAWAII FOUNDATION | ||||||
| 680 IWILEI ROAD SUITE 690 | HONOLULU | HI | 96817 | PC | 2019 KAMA'AINA OF THE YEAR BENEFIT EVENT | $5,000 |
| AMERICAN HEART ASSOCIATION | ||||||
| 677 ALA MOANA BOULEVARD 600 | HONOLULU | HI | 96813 | PC | SUPPORT GENERAL FUND | $575 |
| HAWAII LITERACY INC | ||||||
| 245 N KUKUI STREET 202 | HONOLULU | HI | 96817 | PC | SUPPORT GENERAL FUND | $850 |
| AMERICAN HEART ASSOCIATION | ||||||
| 677 ALA MOANA BOULEVARD 600 | HONOLULU | HI | 96813 | PC | SUPPORT GENERAL FUND | $600 |
| DIAMOND HEAD THEATRE | ||||||
| 520 MAKAPUU AVENUE | HONOLULU | HI | 96816 | PC | SUPPORT GENERAL FUND | $100 |
| AMERICAN HEART ASSOCIATION | ||||||
| 677 ALA MOANA BOULEVARD 600 | HONOLULU | HI | 96813 | PC | SUPPORT GENERAL FUND | $50 |
| MARCH OF DIMES | ||||||
| 1580 MAKALOA STREET SUITE 1200 | HONOLULU | HI | 96814 | PC | 2019 MARCH OF DIMES GALA | $2,500 |
| KAPIOLANI HEALTH FOUNDATION | ||||||
| 55 MERCHANT STREET SUITE 2600 | HONOLULU | HI | 96813 | PC | SUPPORT GENERAL FUND | $25 |
| HAWAII OPERA THEATRE | ||||||
| 848 S BERETANIA STREET 301 | HONOLULU | HI | 96813 | PC | SUPPORT GENERAL FUND | $5,000 |
| ALZHEIMER'S ASSOCIATION | ||||||
| 1130 N NIMITZ HWY A-265 | HONOLULU | HI | 96817 | PC | SUPPORT GENERAL FUND | $1,000 |
| CHINESE CHAMBER OF COMMERCE OF HI | ||||||
| 8 SOUTH KING STREET SUITE 201 | HONOLULU | HI | 96813 | PC | SUPPORT GENERAL FUND | $3,500 |
| KIDS HURT TOO HAWAII | ||||||
| 245 N KUKUI STREET 203 | HONOLULU | HI | 96817 | PC | SUPPORT GENERAL FUND | $1,000 |
| SAINT LOUIS SCHOOL | ||||||
| 3142 WAIALAE AVENUE | HONOLULU | HI | 96816 | PC | SUPPORT GENERAL FUND | $200 |
| SILVER SPOONS | ||||||
| 4747 KILAUEA AVENUE 115 | HONOLULU | HI | 96816 | PC | SUPPORT GENERAL FUND | $500 |
| KIDS' CHANCE OF HAWAII | ||||||
| PO BOX 37873 | HONOLULU | HI | 96837 | PC | SUPPORT GENERAL FUND | $5,000 |
| HAWAII PUBLIC RADIO | ||||||
| 738 KAHEKA STREET | HONOLULU | HI | 96814 | PC | SUPPORT GENERAL FUND | $15,000 |
| UNIVERSITY OF HAWAII FOUNDATION | ||||||
| 2444 DOLE STREET BACHMAN HALL 105 | HONOLULU | HI | 96822 | PC | FICOH DISTINGUISHED PROFESSORSHIP IN INSURANCE | $80,000 |
| EASTER SEALS OF HAWAII | ||||||
| 710 GREEN STREET | HONOLULU | HI | 96813 | PC | EASTERSEALS NATIONAL'S 100TH ANNIVERSARY | $10,000 |
| HAWAII HOMEOWNERSHIP CENTER | ||||||
| 1259 AALA STREET | HONOLULU | HI | 96817 | PC | SUPPORT GENERAL FUND | $10,000 |
| MAKE A WISH HAWAII | ||||||
| PO BOX 1877 | HONOLULU | HI | 96805 | PC | 7TH ANNUAL JINGLE ROCK RUN | $5,000 |
| ISLANDS HANA MANA FOUNDATION | ||||||
| 5314 SOUTH YALE AVENUE SUITE 900 | TULSA | OK | 74135 | PC | SUPPORT GENERAL FUND | $100 |
| PALOLO KWANNON TEMPLE | ||||||
| 3326 PAALEA STREET | HONOLULU | HI | 96816 | PC | SUPPORT GENERAL FUND | $100 |
| HONOLULU HABITAT FOR HUMANITY | ||||||
| 922 AUSTIN LANE C-1 | HONOLULU | HI | 96817 | PC | SUPPORT GENERAL FUND | $1,000 |
| HAWAIIAN HUMANE SOCIETY | ||||||
| 2700 WAIALAE AVENUE | HONOLULU | HI | 96826 | PC | SUPPORT GENERAL FUND | $100 |
| JAPAN SOCIETY | ||||||
| 333 EAST 47TH STREET | NEW YORK | NY | 10017 | PC | SUPPORT GENERAL FUND | $3,910 |
| RONALD MCDONALD HOUSE CHARITIES | ||||||
| PO BOX 61777 | HONOLULU | HI | 96839 | PC | SUPPORT GENERAL FUND | $1,000 |
| THE FOOD BASKET INC | ||||||
| 40 HOLOMUA STREET | HILO | HI | 96720 | PC | SUPPORT GENERAL FUND | $500 |
| THE INSTITUTE FOR HUMAN SERVICES | ||||||
| 546 KAAAHI STREET | HONOLULU | HI | 96817 | PC | SUPPORT GENERAL FUND | $1,000 |
| PUNAHOU SCHOOL | ||||||
| 1601 PUNAHOU STREET | HONOLULU | HI | 96822 | PC | SUPPORT GENERAL FUND | $100 |
| JAPAN SOCIETY | ||||||
| 333 EAST 47TH STREET | NEW YORK | NY | 10017 | PC | SUPPORT GENERAL FUND | $50 |
| HAWAII PUBLIC TELEVISION FOUNDATION | ||||||
| 2350 DOLE STREET | HONOLULU | HI | 96822 | PC | SUPPORT GENERAL FUND | $50 |
| HAWAII PUBLIC RADIO | ||||||
| 738 KAHEKA STREET | HONOLULU | HI | 96814 | PC | SUPPORT GENERAL FUND | $1,090 |
| MAKE A WISH HAWAII | ||||||
| PO BOX 1877 | HONOLULU | HI | 96805 | PC | SUPPORT GENERAL FUND | $750 |
| UNIVERSITY OF HAWAII FOUNDATION | ||||||
| 2444 DOLE STREET BACHMAN HALL 105 | HONOLULU | HI | 96822 | PC | CROWN PRINCE AKIHITO SCHOLARSHIP ENDOWMENT | $25,000 |
| JAPANESE CULTURAL CENTER OF HAWAII | ||||||
| 2454 S BERETANIA STREET | HONOLULU | HI | 96826 | PC | SUPPORT GENERAL FUND | $1,000 |
| KAPIOLANI HEALTH FOUNDATION | ||||||
| 55 MERCHANT STREET SUITE 2600 | HONOLULU | HI | 96813 | PC | PEDIATRIC PROGRAMS | $1,000 |
| MAKE A WISH HAWAII | ||||||
| PO BOX 1877 | HONOLULU | HI | 96805 | PC | 7TH ANNUAL JINGLE ROCK RUN | $120 |
| HAWAII FOODBANK | ||||||
| 2611 KILIHAU STREET | HONOLULU | HI | 96819 | PC | JERRY HAY INC. HOLIDAY COMMUNITY FOOD DRIVE | $500 |
| HUGS FOR HAWAII'S SERIOUSLY ILL CHILDREN & THEIR FAMILIES | ||||||
| 3636 KILAUEA AVENUE | HONOLULU | HI | 96816 | PC | SUPPORT GENERAL FUND | $875 |
| ALOHA UNITED WAY | ||||||
| 200 NORTH VINEYARD BOULEVARD 700 | HONOLULU | HI | 96817 | PC | SUPPORT GENERAL FUND | $18,756 |
| HAWAII MEALS ON WHEELS | ||||||
| PO BOX 61194 | HONOLULU | HI | 96839 | PC | SUPPORT GENERAL FUND | $100 |
| HAWAII ISLAND ECONOMIC DEVELOPMENT BOARD | ||||||
| 117 KEAWE ST | HILO | HI | 96720 | PC | SUPPORT GENERAL FUND | $5,000 |
| ALZHEIMER'S ASSOCIATION | ||||||
| 1130 N NIMITZ HWY A-265 | HONOLULU | HI | 96817 | PC | WALK TO END ALZHEIMER'S EVENT | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $544,142 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $270,411 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$408 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION SETTLEMENTS | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $209 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $270,212 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $270,212 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | TRUSTEE COMPENSATION | IdentifierTxt |
| Form And Line Reference | PART VIII, LINE 1(C) | FormAndLineReferenceDesc |
| Medium Explanation | TRUSTEE COMPENSATION REPORTED ON PART VIII, LINE 1(C) OF $4,000 WAS NOT PAID DIRECTLY BY THE FOUNDATION. AMOUNTS WERE PAID BY FIRST INSURANCE COMPANY OF HAWAII, LTD. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS - COMMON STOCK | StockNm |
| EOY Book Value | $5,877,783 | EOYBookValueAmt |
| EOYFMV | $5,877,783 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS - FIXED INCOME | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $2,679,677 | BookValueAmt |
| EOYFMV | $2,679,677 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INTEREST | $29,148 | $16,347 | $16,347 |
| RECEIVABLE FOR SPOT CURRENCY | $0 | $1,571 | $1,571 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION FILING FEES | Desc |
| Revenue And Expenses Per Books | $102 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $102 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION SETTLEMENTS | Desc |
| Revenue And Expenses Per Books | $209 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $209 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $209 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $1,308,595 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $36,482 | Amt |
| Net Investment Income | $36,482 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |