2018-06-20T12:40:47-05:00 2017-12-31 421539623 KMH LLP 1003 BISHOP STREET SUITE 2400 HONOLULU HI 96813 990PF 2017-01-01 203283739 ULULANI FOUNDATION ULUL 8083270144 75-853 KEAOLANI DRIVE KAILUAKONA HI 96740 DIANE S HEIMAN VICE PRESIDENT 8083270144 2018-06-20 1 ALAN ML YEE P00130314 8085262255 2017 2022-09-23 18:48:47Z X 5144146 X X 10 10 138043 138043 21570 863004 21570 159623 159623 0 0 0 6611 0 3306 40477 40435 21 591 246 0 865 0 17659 0 8830 66203 40681 12157 254263 254263 320466 40681 266420 -160843 118942 91772 28189 28189 3136708 3039312 5114445 4323 2811 2377 1512 1512 3230857 3069013 5144146 0 0 X 0 0 0 0 3230857 3069013 3230857 3069013 3230857 3069013 3230857 -160843 0 3070014 1001 3069013 CHARLES SCHWAB ACCOUNT - LONG-TERM SECURITIES SALE P 863004 841434 21570 21570 21570 0 246453 4476565 0.055054 262604 4664927 0.056293 181908 4720326 0.038537 154162 4481554 0.034399 196144 4082634 0.048043 0.232326 0.046465 4786674 222413 1189 223602 266420 X 1189 0 1189 0 1189 1900 0 0 1900 X 2 709 709 0 0 0 0 0 0 0 0 0 0 0 1 1 HI 1 0 0 0 0 1 N/A THE FOUNDATION 8083270144 75-853 KEAOLANI DRIVE KAILUAKONA HI 96740 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 STEPHEN E HEIMAN 75-853 KEAOLANI DRIVE KAILUAKONA HI 96740 PRES/SEC/DIR 15.00 0 0 0 DIANE S HEIMAN 75-853 KEAOLANI DRIVE KAILUAKONA HI 96740 VP/TREAS/DIR 15.00 0 0 0 HARRY WELCH 77-6388 KENIKA PLACE KAILUAKONA HI 96740 DIRECTOR 8.00 0 0 0 NONE 0 NONE 0 TO PROVIDE MONETARY GRANTS TO ORGANIZATIONS THAT ARE EXEMPT UNDER IRC SEC. 501(C)(3) 260342 TO PROVIDE RESOURCES TO SUPPORT THE ACTIVITIES OF ORGANIZATIONS THAT ARE EXEMPT UNDER IRC 501(C)(3) 6078 0 4805484 54084 0 4859568 0 0 4859568 72894 4786674 239334 239334 1189 1189 238145 0 238145 0 238145 266420 0 266420 1189 265231 238145 0 0 31470 24671 56141 266420 0 0 0 238145 28275 0 0 84416 0 0 0 0 0 0 0 84416 31470 24671 28275 STEPHEN E HEIMAN DIANE S HEIMAN DIANE HEIMAN 75-853 KEAOLANI DRIVE KAILUAKONA HI 96740 8083270144 NONE NONE NONE AMERICAN CONSERVATORY THEATER 30 GRANT AVENUE 7TH FLOOR SAN FRANCISCO CA 94108 N/A PC FUNDING FOR SUPPORT OF FINE ARTS 20000 BIG BROTHERS BIG SISTERS 418 KUWILI ST 106 HONOLULU HI 96817 N/A PC FUNDING FOR PROGRAMS & ACTIVITIES 500 CANINE REHABILITATION CENTER AND SANCTUARY 555 US HIGHWAY 395 NORTH CARSON CITY NV 89704 N/A PC FUNDING FOR PROGRAMS AND ACTIVITIES 25000 COASTAL BEND FOOD BANK 826 KRILL ST CORPUS CHRISTI TX 78408 N/A PC FUNDING FOR HUNGER RELIEF PROGRAMS 2000 HAWAII ISLAND HUMAN SOCIETY 74-5225 QUEEN KAAHUMANU HWY KAILUA KONA HI 96740 N/A PC FUNDING FOR PROGAMS AND ACTIVITIES 5000 HOUSTON FOOD BANK 535 PORTWALL ST HOUSTON TX 77029 N/A PC FUNDING FOR HUNGER RELIEF PROGRAMS 2000 HOUSTON HUMANE SOCIETY 14700 ALMEDA RD HOUSTON TX 77053 N/A PC FUNDING FOR FLOOD RELIEF 2000 KAI 'OPUA CANOE CLUB PO BOX 3079 KAILUA KONA HI 96745 N/A PC FUNDING FOR CULTURAL ACTIVITIES & PROGRAMS 3000 MOMS ON THE RUN 5995 S VIRGINIA ST RENO NV 89502 N/A PC FUNDING FOR SERVICES AND PROGRAMS SPECIFICALLY FOR BREAST AND GYNECOLOGICAL CANCER PATIENTS IN RENO, NV 20000 MUSIC OF REMEMBRANCE PO BOX 27500 SEATTLE WA 98165 N/A PC FUNDING FOR SUPPORT OF FINE ARTS 15000 OPERA PARALLELE 50 OAK STREET SAN FRANCISCO CA 94102 N/A PC FUNDING FOR SUPPORT OF FINE ARTS 19000 PACIFIC SINGERS & ACTORS WORKSHOP 1245 21ST AVE SAN FRANCISCO CA 94122 N/A PC FUNDING FOR SUPPORT OF FINE ARTS 5000 SAN FRANCISCO OPERA 301 VAN NESS AVENUE SAN FRANCISCO CA 94102 N/A PC FUNDING FOR SUPPORT OF FINE ARTS 15000 THE FOOD BANK OF NORTHERN NEVADA INC 550 ITALY DRIVE MCCARRAN NV 89434 N/A PC FUNDING FOR HUNGER RELIEF PROGRAMS 15000 THE FOOD BASKET INC - HAWAII ISLAND FOOD BANK 140 HOLOMUA ST STE B HILO HI 96720 N/A PC FUNDING FOR HUNGER RELIEF PROGRAMS 9763 THE HOME FOR LITTLE WANDERERS 10 GUEST STREET BOSTON MA 02135 N/A PC FUNDING FOR FAMILY SERVICES 20000 UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION 220 MONTGOMERY STREET 5TH FLOOR SAN FRANCISCO CA 94143 N/A PC FUNDING FOR EDUCATION & RESEARCH PROGRAMS 60000 VETERINARY BUSINESS MANAGEMENT ASSOCIATION AT UC DAVIS ONE SHIELDS AVENUE DAVIS CA 95616 N/A PC FUNDING FOR EDUCATION & RESEARCH PROGRAMS 16000 254263 0 14 10 14 138043 18 21570 0 159623 0 159623 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 6611 0 3306 COMPUTER EQUIPMENT 2014-10-09 4323 1946 SL 5.000000000000 865 0 CHARLES SCHWAB FMV 3039312 5114445 COMPUTER EQUIPMENT 4323 2811 1512 1512 ROUNDING 1 DISALLOWED CONTRIBUTIONS 1000 BANK SERVICE CHARGE 39 0 20 UTILITIES 17620 0 8810 KCM MANAGEMENT FEES 31499 31499 0 CHARLES SCHWAB MANAGEMENT FEES 8936 8936 0 INVESTMENT MANAGEMENT 42 0 21 INVESTMENT INCOME TAX 591 246 0