2025-11-17T06:24:46-06:00 2024-12-31 430765316 RUBINBROWN LLP 7676 FORSYTH BLVD SUITE 2100 SAINT LOUIS MO 63105 990PF 2024-01-01 990250429 HMSA FOUNDATION HMSA 8089485145 PO BOX 860 HONOLULU HI 96808 JENNIFER DIESMAN PRESIDENT 8089485145 2025-11-16 1 1 KIMBERLY A RYAN P00829977 3142903300 2024 2025-03-06 01:10:19Z X 21396018 X X 556414 556414 69501 69501 69501 341 341 626256 626256 0 0 0 123887 0 0 7904 0 0 21624 0 0 52660 11654 0 15253 0 0 1043 0 0 664 0 0 31736 0 0 254771 11654 0 4709572 2068000 4964343 11654 2068000 -4338087 614602 4984331 2700782 2700782 29894 25122 29894 29894 462169 555447 499207 12508479 13061024 18165069 1360 294 1337 1066 1066 17981438 16348213 21396018 61970 83317 3274100 5915672 24694 51337 3360764 6050326 X 14620674 10297887 14620674 10297887 17981438 16348213 14620674 -4338087 15300 10297887 0 10297887 CAPITAL GAINS DIVIDENDS P 69501 69501 69501 69501 8543 0 8543 0 8543 7106 0 2000 0 9106 X 57 506 506 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 WWW.HMSAFOUNDATION.ORG RACHEL NAGLE 8089485145 PO BOX 860 HONOLULU HI 96808 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JENNIFER DIESMAN PO BOX 860 HONOLULU HI 96808 PRESIDENT 1.00 0 0 0 GINA L MARTING PO BOX 860 HONOLULU HI 96808 TREASURER/SECRETARY (THRU 5/24) 1.00 0 0 0 JASON CHANG PO BOX 860 HONOLULU HI 96808 DIRECTOR 1.00 0 0 0 LINDA EZUKA PO BOX 860 HONOLULU HI 96808 DIRECTOR 1.00 0 0 0 BRANDEE MENINO PO BOX 860 HONOLULU HI 96808 DIRECTOR 1.00 0 0 0 MARK MUGIISHI PO BOX 860 HONOLULU HI 96808 DIRECTOR 1.00 0 0 0 KENNETH NAKAMURA PO BOX 860 HONOLULU HI 96808 DIRECTOR 1.00 0 0 0 MATTHEW SASAKI PO BOX 860 HONOLULU HI 96808 DIRECTOR 1.00 0 0 0 RICHARD TAAFFE PO BOX 860 HONOLULU HI 96808 DIRECTOR 1.00 0 0 0 LESLIE WILKINS PO BOX 860 HONOLULU HI 96808 DIRECTOR 1.00 0 0 0 MERYAM LEONG PO BOX 860 HONOLULU HI 96808 ADMINISTRATOR 40.00 88649 5258 0 DAISY CHUNG PO BOX 860 HONOLULU HI 96808 PROGRAM OFFICER 40.00 68396 2646 0 0 NONE 0 0 17555379 3461861 0 21017240 0 0 21017240 315259 20701981 1035099 1035099 8543 8543 1026556 0 1026556 0 1026556 2068000 0 2068000 1026556 0 0 39648 1178934 1298065 2516647 2068000 0 0 0 1026556 1041444 0 0 3558091 0 0 0 0 0 0 0 3558091 39648 1178934 1298065 1041444 HMSA FOUNDATION PO BOX 860 HONOLULU HI 96808 8089485145 SEE STATEMENT 10 NONE SEE STATEMENT 11 AHAHUI O KAUKA ASSOCIATION OF NATIVE HAWAIIAN PHYSICIANS 677 ALA MOANA BLVD STE 1015 HONOLULU HI 96813 N/A PC ALOHA AINA: HE HULIAU I KA PONO 2000 FIVE MOUNTAINS HAWAII 64-1035 MAMALAHOA HWY STE F KAMUELA HI 96743 N/A PC OPERATIONAL EXPENSES (HUI PARTNER) 100000 FRIENDS OF HALE 'OLUEA CLUBHOUSE 1045 KILAUEA AVE STE B HILO HI 96720 N/A PC HALE 'OLUEA CLUBHOUSE FOOD PROGRAM 20000 FRIENDS OF THE CHILDREN'S JUSTICE CENTER OF OAHU 3019 PALI HWY HONOLULU HI 96817 N/A PC HO'OLA NA MANA'O (HOPE AND HEALING) 20000 HAWAII ISLAND HIVAIDS FOUNDATION DBA KUMUKAHI HEALTH WELLNESS 101 AUPUNI ST STE PH 1014-C HILO HI 96720 N/A PC WEST HAWAII PROGRAM EXPANSION 20000 HAWAII PRIMARY CARE ASSOCIATION 1003 BISHOP ST PAUAHI TOWER 1810 HONOLULU HI 96813 N/A PC HOOLA CONFERENCE - HEALTH EQUITY - REAL TALK - REAL STORIES - REAL SOLUTIONS 6000 HAWAIIAN COMMUNITY ASSETS INC 310 PAOAKALANI AVE ROOM 204E HONOLULU HI 96815 N/A PC OPERATIONAL EXPENSES (HUI PARTNER) 65000 ISLAND OF HAWAII YMCA 300 W LANIKAULA ST HILO HI 96720 N/A PC JUNIOR LEADER PROGRAM 20000 KOKUA KALIHI VALLEY COMPREHENSIVE FAMILY SERVICES 2239 N SCHOOL ST HONOLULU HI 96819 N/A PC OPERATIONAL EXPENSES (HUI PARTNER) 100000 KUALOA HEEIA ECUMENICAL YOUTH PROJECT 47-200 WAIHEE RD KANEOHE HI 96744 N/A PC OPERATIONAL EXPENSES (HUI PARTNER) 75000 KUMANO I KE ALA PO BOX 181 WAIMEA HI 96796 N/A PC OPERATIONAL EXPENSES (HUI PARTNER) 60000 MA KA HANA KA IKE BUILDING PROGRAM PO BOX 968 HANA HI 96713 N/A PC OPERATIONAL EXPENSES (HUI PARTNER) 75000 MOLOKAI CHILD ABUSE PREVENTION PATHWAYS PO BOX 1049 KAUNAKAKAI HI 96748 N/A PC OPERATIONAL EXPENSES (HUI PARTNER) 50000 NA WAHINE PA'ANI O PUNAHOU 300 N BERETANIA ST HONOLULU HI 96817 N/A PC THE PA'ANI CHALLENGE 10000 SPILL THE TEA CAFE 1034 QUEEN ST HONOLULU HI 96814 N/A PC PROVIDE EVIDENCE-BASED TREATMENTS AND SUPPORT TO ADOLESCENTS STRUGGLING WITH MENTAL HEALTH ISSUES 20000 THE FOOD BASKET INC 40 HOLOMUA ST HILO HI 96720 N/A PC OPERATIONAL EXPENSES (HUI PARTNER) 75000 UNIVERSITY OF HAWAII FOUNDATION 1314 S KING ST STE B HONOLULU HI 96814 N/A PC BUILDING LEARNING INNOVATIONS FOR HAWAII'S FUTURE DOCTORS AND INTERPROFESSIONAL HEALTH SCIENCES EDUCATION AND SIMULATION PROGRAM 1200000 WAIMANALO HEALTH CENTER 41-1347 KALANIANAOLE HWY WAIMANALO HI 96795 N/A PC OPERATIONAL EXPENSES (HUI PARTNER) 100000 WE ARE OCEANIA (FORMERLY PARTNERS IN DEVELOPMENT FOUNDATION) 720 KING ST HONOLULU HI 96817 N/A PC OPERATIONAL EXPENSES (HUI PARTNER) 50000 2068000 HOA AINA O MAKAHA 84-225 ALA NA AUAO PL WAIANAE HI 96792 N/A PC OPERATIONAL EXPENSES (HUI PARTNER) 500000 HUI MALAMA I KE ALA ULILI (HUIMAU) PO BOX 6 PAAUILO HI 96776 N/A PC OPERATIONAL EXPENSES (HUI PARTNER) 500000 I OLA LAHUI 1441 KAPIOLANI BLVD STE 1802 HONOLULU HI 96814 N/A PC OPERATIONAL EXPENSES (HUI PARTNER) 500000 KAHUMANA 86-660 LUALUALEI HOMESTEAD RD WAIANAE HI 96792 N/A PC OPERATIONAL EXPENSES (HUI PARTNER) 500000 KUKULU KUMUHANA O ANAHOLA (KKOA) PO BOX 30891 ANAHOLA HI 96703 N/A PC OPERATIONAL EXPENSES (HUI PARTNER) 500000 NOHONA HEALTH 95 MAHALANI ST ROOM 28-1A WAILUKU HI 96793 N/A PC OPERATIONAL EXPENSES (HUI PARTNER) 500000 PALAMA SETTLEMENT 810 N VINEYARD BLVD HONOLULU HI 96817 N/A PC OPERATIONAL EXPENSES (HUI PARTNER) 500000 STRAUB FOUNDATION 55 MERCHANT ST STE 2600 HONOLULU HI 96813 N/A PC OPERATIONAL EXPENSES (HUI PARTNER) 1000000 THE MAUI FARM PO BOX 1776 MAKAWAO HI 96768 N/A PC OPERATIONAL EXPENSES (HUI PARTNER) 500000 UNIVERSITY OF HAWAII FOUNDATION 3114 S KING ST STE B HONOLULU HI 96815 N/A PC ESTABLISH THE LEARNING INNOVATIONS ENDOWMENT TO SUPPORT THE UNIVERSITY OF HAWAII AT MANOA JOHN A. BURNS SCHOOL OF MEDICINE IT ITS EFFORTS TO DEVELOP AND IMPLEMENT INNOVATIVE CURRICULUM INITIATIVES, WITH THE ULTIMATE GOAL OF ENHANCED RECRUITMENT, TRAINING, AND RETENTION OF THE MOST CAPABLE AND COMMITTED FUTURE PHYSICIANS FOR HAWAII. SUPPORT THE UNIVERSITY OF HAWAII AT MANOA SCHOOL OF NURSING & DENTAL HYGIENE 1) INTERPROFESSIONAL HEALTH SCIENCES EDUCATION AND SIMULATION PROGRAM ("HIPE PROGRAM") AND 2) ENDOWED PROFESSORSHIP TO RECRUIT AND RETAIN FACULTY OF THE HIGHEST CALIBER IN THE AREA OF INTERPROFESSIONAL EDUCATION AND TECHNOLOGY SUPPORTED LEARNING. 1500000 6500000 14 556414 14 341 14 69501 0 626256 0 626256 0 0 0 0 0 0 0 0 0 1 HAWAII MEDICAL SERVICE ASSOCIATION (HMSA) 501(C)(4) THE FOUNDATION IS ORGANIZED AND OPERATED FOR THE PRIMARY PURPOSE OF ENGAGING IN HEALTH PROMOTION, EDUCATION AND RESEARCH ACTIVITIES WITHIN THE MEANING OF IRC SECTION 170(C)(2). HAWAII MEDICAL SERVICE ASSOCIATION RETIREE HEALTH BENEFITS TRUST 501(C)(9) THE TRUST WAS ESTABLISHED BY HMSA ("EMPLOYER") TO FUND THE COST OF POST-RETIREMENT MEDICAL BENEFITS FOR ELIGIBLE EMPLOYEES AND DEPENDENTS. ACCOUNTING FEES 21624 0 0 PART XV, LINE 2B: THE FORM IN WHICH APPLICATIONS SHOULD BE SUBMITTED AND INFORMATION ANDMATERIALS THEY SHOULD INCLUDE:1. REGISTRATION INFORMATION * ORGANIZATION INFORMATION * CONTACT INFORMATION2. PROPOSAL ON ORGANIZATION'S LETTERHEAD (NO MORE THAN EIGHT PAGES).INCLUDE THE FOLLOWING: * STATEMENT OF NEED. WHAT IS THE DESIRED LONG-TERM EFFECT OF THEPROJECT AND WHY IS IT SO IMPORTANT THAT IT HAVE THIS EFFECT? *ACTIVITIES.WHAT WOULD BE THE KEY ACTIONS OR EVENTS DURING THE GRANTPERIOD? *OUTPUTS.WHAT ARE THE PRODUCTS OF THOSE ACTIONS OR EVENTS? *OUTCOMES.WHAT KEY CHANGES IN SKILLS, KNOWLEDGE, VALUES, ATTITUDES,BEHAVIORS, CONDITIONS, ETC. WILL RESULT FROM THE ACTIVITIES? * INDICATORS. INDICATORS, SOMETIMES CALLED EVALUATION, ARE OBSERVABLEAND MEASURABLE DATA THAT CAN BE COLLECTED TO TRACK THE SUCCESS INACHIEVING THE OUTCOMES. * DESCRIPTION OF THE ORGANIZATION AND ITS QUALIFICATIONS. * BUDGET. INDICATE THE AMOUNT REQUESTED, THE PROPOSED USE OF FUNDSAND OTHER SOURCES OF FUNDING CURRENTLY BEING SOUGHT.3. COPY OF THE ORGANIZATION'S CURRENT IRS DETERMINATION LETTERINDICATING 50L(C)(3) TAX-EXEMPT STATUS OR LETTER STATING STATUS AS AUNIT OF GOVERNMENT.4. LIST OF THE ORGANIZATION'S OFFICERS AND DIRECTORS AND THEIRAFFILIATIONS.5. MOST RECENT IRS FORM 990 AND ANNUAL FINANCIAL STATEMENTS OF THEORGANIZATION.6. RELEVANT LETTERS OF SUPPORT.7. OTHER RELEVANT APPENDICES (QUALIFICATIONS OF KEY STAFF, SAMPLEPROGRAM MATERIALS, ETC.) PART XV, LINE 2D: ANY RESTRICTIONS OR LIMITATIONS ON AWARDS, SUCH AS BY GEOGRAPHICALAREAS, CHARITABLE FIELDS, KINDS OF INSTITUTIONS, OR OTHER FACTORS:IN GENERAL, THE FOUNDATION MAKES GRANTS TO ORGANIZATIONS THAT ARETAX-EXEMPT BECAUSE 1) THEY ARE A UNIT OF GOVERNMENT OR 2) THEY ARE A501(C)(3) ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. THE FOUNDATIONDOES NOT MAKE GRANTS TO INDIVIDUALS. ALL APPLICANT ORGANIZATIONS AREREQUIRED TO SUBMIT PROOF OF THEIR TAX-EXEMPT STATUS BEFORE THEIRPROPOSAL WILL BE CONSIDERED.THE FOUNDATION DOES NOT GENERALLY SUPPORT REQUESTS FOR ENDOWMENTS,CAPITAL CAMPAIGNS, SCHOLARSHIP FUNDS LOBBYING, OR VOTER REGISTRATIONFUNDS. A MAXIMUM FLAT RATE OF 5 PERCENT OF TOTAL BUDGET WILL BE ALLOWEDFOR INDIRECT COSTS.ALL PROJECTS MUST PRIMARILY BENEFIT PEOPLE WITHIN THE STATE OF HAWAII.FUNDING AMOUNTS AND GRANT PERIODS SHOULD BE COMMENSURATE WITH THE SIZEAND SCOPE OF THE ACTIVITY. DOUBLELINE TOTAL RETURN FUND FMV 2846553 2315684 PIMCO TOTAL RETURN FUND FMV 2847309 2312146 VANGUARD DEVELOPED MARKETS FMV 4558589 4766833 VANGUARD INDEX MID CAP FUND FMV 614938 1785442 VANGUARD INSTITUTIONAL INDEX FMV 1643513 1605715 VANGUARD SMALL CAP FUND FMV 550122 5379249 DISCRETIONARY EMPLOYEE MEALS 33 0 0 DUES & SUBSCRIPTIONS 263 0 0 EMPLOYEE RECOGNITION - MEALS 55 0 0 FAS 158 ADJUSTENT -23558 0 0 FEDERAL EXCISE TAX PROVISION 25706 0 0 MEALS - NON TRAVEL 1230 0 0 MISCELLANEOUS EXPENSES 79 0 0 NON-DEDUCTIBLE BUSINESS PROMOTION 14544 0 0 POSTAGE & FREIGHT 53 0 0 PROFESSIONAL ASSOCIATIONS 13331 0 0 REFUND OF INVESTMENT FEES 341 341 341 PRIOR PERIOD ADJUSTMENT 15300 DEFERRED TAX LIABILITY 24364 50946 WITHHELD PAYROLL 330 391 CONSULTING FEES 36000 0 0 INVESTMENT MANAGEMENT FEES 11654 11654 0 OTHER PROFESSIONAL FEES 5006 0 0 PAYROLL TAXES 15253 0 0