UHF-CA GIFT ANNUITY RESERVE TR: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- UHF-CA GIFT ANNUITY RESERVE TR (EIN 99-0085260)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-14
- IRS object ID
- 201341349349306624
- Schema version
- 2011v1.2
- 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 G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-14T16:48:37-07:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 990085260 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF HAWAII FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIV | NameControl |
| Phone | 8089567447 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2444 Dole Street Bachman Hall 105 | AddressLine1 |
| City | Honolulu | City |
| State | HI | State |
| ZIP Code | 96822 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Tracy Ide | Name |
| Title | Controller/Asst Treasurer | Title |
| Phone | 8089567447 | Phone |
| Date Signed | 2013-05-09 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Tracy Ide | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2444 Dole Street Bachman Hall 105 | AddressLine1 |
| City | Honolulu | City |
| State | HI | State |
| ZIP Code | 96822 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 308911286 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.uhfoundation.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1955 | YearFormation |
| State Legal Domicile | HI | StateLegalDomicile |
| Activity Or Mission Description | The Corporation is organized exclusively for the following purpose: (1) To raise and manage private support for the benefit of the University of Hawaii and all campuses and units that comprise the University of Hawaii System and to otherwise support the University of Hawaii System, and (2) To operate exclusively for educational, charitable, scientific, or literary purposes within the meaning of Section 501(c)(3) of the Internal Revenue Code of 1986, as amended (or the corresponding provision of any future United States internal revenue law). Our mission is to unite our donors' passions with the University of Hawaii's aspirations to benefit the people of Hawaii and beyond. We do this by raising private philanthropic support, managing private investments and nurturing donor and alumni relationships. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 27 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 27 | NbrIndependentVotingMembers |
| Total Nbr Employees | 268 | TotalNbrEmployees |
| Total Nbr Volunteers | 27 | TotalNbrVolunteers |
| Total Gross UBI | -183623 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -183623 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 36022497 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 45903782 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 5101383 | InvestmentIncomePriorYear |
| Investment Income Current Year | 9669774 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 6072584 | OtherRevenuePriorYear |
| Other Revenue Current Year | 6329555 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 47196464 | TotalRevenuePriorYear |
| Total Revenue Current Year | 61903111 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 9552613 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 9774692 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 7881900 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 8489378 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 6650874 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 21622923 | OtherExpensePriorYear |
| Other Expenses Current Year | 25428448 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 39057436 | TotalExpensesPriorYear |
| Total Expenses Current Year | 43692518 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 8139028 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 18210593 | RevenuesLessExpensesCY |
| Total Assets BOY | 326628806 | TotalAssetsBOY |
| Total Assets EOY | 336463305 | TotalAssetsEOY |
| Total Liabilities BOY | 9972662 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 11772373 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 316656144 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 324690932 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | The Corporation is organized exclusively for the following purpose: (1) To raise and manage private support for the benefit of the University of Hawaii and all campuses and units that comprise the University of Hawaii System and to otherwise support the University of Hawaii System; and (2) To operate exclusively for educational, charitable, scientific, or literary purposes within the meaning of Section 501(c)(3) of the Internal Revenue Code of 1986, as amended (or the corresponding provision of any future United States internal revenue law). Our mission is to unite donors' passions with the University of Hawaii's aspirations to benefit the people of Hawaii and beyond. We do this by raising private philanthropic support, managing private investments and nurturing donor and alumni relationships. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 9167780 | Expense |
| Grants | 0 | Grants |
| Revenue | 0 | Revenue |
| Description | Student Aid Services- Scholarships, fellowships, grants, and awards. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 5430304 | Expense |
| Grants | 0 | Grants |
| Revenue | 0 | Revenue |
| Description | Academic Support- Support for the academic divisions with the University including expenses such as business conferences, travel, research, equipment, supplies, etc. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 6550804 | Expense |
| Grants | 0 | Grants |
| Revenue | 0 | Revenue |
| Description | Special Programs- Accounts for academic and non-academic division of the institution including expenses such as visiting lecturers, computer lab support, facilities funds, intramural sports, visiting professorships, a variety of outreach programs, community health fairs, workshops, alumni activities, band, mentorship programs, etc. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 12655610 | Expense |
| Grants | 0 | Grants |
| Revenue | 0 | Revenue |
| Description | Research, athletics, faculty staff support, capital projects, and extension public services. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 12655610 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 0 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 0 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 33804498 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 461 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 268 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 1 | Form8899Filed |
| Form1098 C Filed | 1 | Form1098CFiled |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 27 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 27 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | HI | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Tracy Ide | NamePerson |
| Telephone Number | 8089567447 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2444 Dole Street Bachman Hall 105 | AddressLine1 |
| City | Honolulu | City |
| State | HI | State |
| ZIP Code | 96822 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (37 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| Alan Arakawa | ||||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | |||
| Kuhio Asam | ||||||||
| Chairman | 0.5 | X | 0 | 0 | 0 | |||
| Stanford Carr | ||||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | |||
| Bruce Coppa | ||||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | |||
| Marivic Dar | ||||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | |||
| Beadie Dawson | ||||||||
| Vice Chair | 0.5 | X | 0 | 0 | 0 | |||
| Brandt Farias | ||||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | |||
| Robert Hiam | ||||||||
| Vice Chair | 0.5 | X | 0 | 0 | 0 | |||
| Ronald Ho | ||||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | |||
| Stuart Ho | ||||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | |||
| Elizabeth Hokada | ||||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | |||
| Joseph Kim | ||||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | |||
| James Lally | ||||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | |||
| Jeffrey Lau | ||||||||
| Secretary | 0.5 | X | 0 | 0 | 0 | |||
| Carol Ai May | ||||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | |||
| T Michael May | ||||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | |||
| Duk Hee Murabayashi | ||||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | |||
| Judith Pyle | ||||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | |||
| Mary Sellers | ||||||||
| Treasurer | 0.50 | X | 0 | 0 | 0 | |||
| Gerald Sumida | ||||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | |||
| Lawrence Taff | ||||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | |||
| Michael Tresler | ||||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | |||
| Arthur Ushijima | ||||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | |||
| Richard Wacker | ||||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | |||
| Lance Wilhelm | ||||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | |||
| Artie Wilson | ||||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | |||
| C Scott Wo | ||||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | |||
| Donna Vuchinich | ||||||||
| President | 40 | 275818 | 0 | 38860 | X | X | ||
| William King | ||||||||
| Assistant Treasurer/VP for Admin/CFO | 40 | 190671 | 0 | 26176 | X | X | ||
| John Han | ||||||||
| Assistant Treasurer/Director Data & Tech | 40 | 120016 | 0 | 22055 | X | |||
| Tracy Ide | ||||||||
| Controller | 40 | 114064 | 0 | 19300 | X | |||
| Joni Kohama | ||||||||
| Executive Assistant to the President | 40 | 32124 | 0 | 11144 | X | |||
| Joy Watanabe | ||||||||
| Assistant Secretary/Assoc Director Compliance | 40 | 68375 | 0 | 14169 | X | |||
| Greg Willems | ||||||||
| Vice President for Development | 40 | 277517 | 0 | 27242 | X | X | ||
| Janet Bullard | ||||||||
| Vice President for Marketing and Communications- Alumni and Donor Relations | 40 | 147094 | 0 | 24670 | X | X | ||
| Jeffrie Jones | ||||||||
| Director of Development- JABSOM | 40 | 128778 | 0 | 21912 | X | |||
| Lani Starkey | ||||||||
| Director Estate & Gift Planning | 40 | 117225 | 0 | 20603 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1471682 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 226131 | TotalOtherCompensation |
| Number Individuals GT100 K | 8 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Cambridge Associates LLC | |||||
| 100 Summer Street | Boston | MA | 02110 | Investment services | 398277 |
| Bank of Hawaii | |||||
| PO Box 3170 | Honolulu | HI | 96802 | Banking services | 317430 |
| Urban Works Inc | |||||
| 831 Pohukaina Street Unit E1 | Honolulu | HI | 96813 | Engineering services | 249318 |
| Teachstone Training LLC | |||||
| 105 Monticello Avenue Suite 201 | Charlottesville | VA | 229025691 | Training services | 184813 |
| Marts & Lundy Inc | |||||
| 1200 Wall Street West | Lyndhurst | NJ | 07071 | Consulting services | 155911 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 6 | NumberOfContractorsGT100K |
| Federated Campaigns | 0 | FederatedCampaigns |
| Membership Dues | 1300152 | MembershipDues |
| Fundraising Events | 1189913 | FundraisingEvents |
| Related Organizations | 0 | RelatedOrganizations |
| Government Grants | 0 | GovernmentGrants |
| All Other Contributions | 43413717 | AllOtherContributions |
| Noncash Contributions | 5032961 | NoncashContributions |
| Total Contributions | 45903782 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3658677 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3842300 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -183623 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 148079 | TotalRevenueColumn |
| Related Or Exempt Function Income | 148079 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 251390534 | Securities |
| Other | 422225 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 245447462 | Securities |
| Other | 354200 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5943072 | Securities |
| Other | 68025 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6011097 | TotalRevenueColumn |
| Related Or Exempt Function Income | 6011097 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 2492975 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 1189913 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 1206513 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1286462 | TotalRevenueColumn |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,286,462 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| Honoraria/Services | 900099 | 3642659 | 3642659 | 0 | $0 |
| Memberships | 900099 | 475939 | 475939 | 0 | $0 |
| Special Events | 900099 | 157877 | 157877 | 0 | $0 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 618539 | TotalRevenueColumn |
| Related Or Exempt Function Income | 618539 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 4895014 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 61903111 | TotalRevenueColumn |
| Related Or Exempt Function Income | 14896490 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -183623 | UnrelatedBusinessRevenue |
| Exclusion | $1,286,462 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8185271 | Total |
| Program Services | 8185271 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1589421 | Total |
| Program Services | 1589421 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1212752 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 802780 | ManagementAndGeneral |
| Fundraising | 409972 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5608498 | Total |
| Program Services | 266018 | ProgramServices |
| Management And General | 1225259 | ManagementAndGeneral |
| Fundraising | 4117221 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 635903 | Total |
| Program Services | 25797 | ProgramServices |
| Management And General | 208083 | ManagementAndGeneral |
| Fundraising | 402023 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 576397 | Total |
| Program Services | 19373 | ProgramServices |
| Management And General | 198756 | ManagementAndGeneral |
| Fundraising | 358268 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 455828 | Total |
| Program Services | 18824 | ProgramServices |
| Management And General | 136692 | ManagementAndGeneral |
| Fundraising | 300312 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 90897 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 43320 | ManagementAndGeneral |
| Fundraising | 47577 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 157432 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 157432 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40081 | Total |
| Program Services | 40081 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Fundraising | 0 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 928482 | Total |
| Program Services | 774267 | ProgramServices |
| Management And General | 154215 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2468576 | Total |
| Program Services | 2211388 | ProgramServices |
| Management And General | 13322 | ManagementAndGeneral |
| Fundraising | 243866 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 845985 | Total |
| Program Services | 731986 | ProgramServices |
| Management And General | 31485 | ManagementAndGeneral |
| Fundraising | 82514 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2762041 | Total |
| Program Services | 2559241 | ProgramServices |
| Management And General | 87038 | ManagementAndGeneral |
| Fundraising | 115762 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 69464 | Total |
| Program Services | 56253 | ProgramServices |
| Management And General | 10126 | ManagementAndGeneral |
| Fundraising | 3085 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2466657 | Total |
| Program Services | 2346363 | ProgramServices |
| Management And General | 44273 | ManagementAndGeneral |
| Fundraising | 76021 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1292940 | Total |
| Program Services | 1182383 | ProgramServices |
| Management And General | 25103 | ManagementAndGeneral |
| Fundraising | 85454 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32958 | Total |
| Program Services | 1198 | ProgramServices |
| Management And General | 10586 | ManagementAndGeneral |
| Fundraising | 21174 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 91535 | Total |
| Program Services | 51611 | ProgramServices |
| Management And General | 13653 | ManagementAndGeneral |
| Fundraising | 26271 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Reimbursements to UH for expenses | 9604681 | 9604681 | 0 | 0 |
| Cultivation | 1115779 | 1048162 | 20897 | 46720 |
| Membership benefits | 899254 | 899191 | 0 | 63 |
| Construction/renovation | 609815 | 609815 | 0 | 0 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1951871 | Total |
| Program Services | 1583174 | ProgramServices |
| Management And General | 54126 | ManagementAndGeneral |
| Fundraising | 314571 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43692518 | Total |
| Program Services | 33804498 | ProgramServices |
| Management And General | 3237146 | ManagementAndGeneral |
| Fundraising | 6650874 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2350070 | BOY |
| EOY | 3759556 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5290383 | BOY |
| EOY | 7305103 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28027941 | BOY |
| EOY | 22807429 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 73411 | BOY |
| EOY | 102817 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38965 | BOY |
| EOY | 147563 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 3503698 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1251163 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2069180 | BOY |
| EOY | 2252535 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 102377393 | BOY |
| EOY | 122602109 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 169920721 | BOY |
| EOY | 160795452 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16480742 | BOY |
| EOY | 16690741 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 326628806 | BOY |
| EOY | 336463305 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1958249 | BOY |
| EOY | 2649364 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8014413 | BOY |
| EOY | 9123009 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9972662 | BOY |
| EOY | 11772373 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -140746 | BOY |
| EOY | -3483363 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 135899381 | BOY |
| EOY | 143105984 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 180897509 | BOY |
| EOY | 185068311 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 316656144 | BOY |
| EOY | 324690932 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 326628806 | BOY |
| EOY | 336463305 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 18210593 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -10175805 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Support Org170b1 Aiv | X | CollegeSupportOrg170b1Aiv |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 51957495 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 37382580 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 33785998 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 36022496 | CurrentTaxYearMinus1Year |
| Current Tax Year | 45903782 | CurrentTaxYear |
| Total | 205052351 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 314055 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 317941 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 313665 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 329914 | CurrentTaxYearMinus1Year |
| Current Tax Year | 334420 | CurrentTaxYear |
| Total | 1609995 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 52271550 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 37700521 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 34099663 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 36352410 | CurrentTaxYearMinus1Year |
| Current Tax Year | 46238202 | CurrentTaxYear |
| Total | 206662346 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 0 | AmountsSubstContributorsTotal |
| Public Support Total170 | 206662346 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6063572 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5315934 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4071638 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4239370 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4058002 | CurrentTaxYear |
| Total | 23748516 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 103867 | CurrentTaxYearMinus1Year |
| Current Tax Year | -183623 | CurrentTaxYear |
| Total | -79756 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 18251153 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8416887 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5380461 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7313018 | CurrentTaxYearMinus1Year |
| Current Tax Year | 12340653 | CurrentTaxYear |
| Total | 51702172 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 282033278 | TotalSupport |
| Public Support Pertcentage170 | 0.73276 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.714 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | Other income consists of fundraising events & fees, honoraria/services, royalties, and other miscellaneous income. | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 40081 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 40081 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 40081 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 8016 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 2004 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 32065 | FilingOrganizationsTotals |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed | 1 | Form4720Filed |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 8016 | CurrentYear |
| Total | 8016 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $12,024 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 40081 | CurrentYear |
| Total | 40081 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 2004 | CurrentYear |
| Total | 2004 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $3,006 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 0 | CurrentYear |
| Total | 0 | Total |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 204525424 | BeginningOfYearBalance |
| Contributions | 12247858 | Contributions |
| Investment Earnings Or Losses | -2708698 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 0 | OtherExpenditures |
| Administrative Expenses | 12093785 | AdministrativeExpenses |
| End Of Year Balance | 201970799 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 166416492 | BeginningOfYearBalance |
| Contributions | 15200388 | Contributions |
| Investment Earnings Or Losses | 31846913 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 0 | OtherExpenditures |
| Administrative Expenses | 8935369 | AdministrativeExpenses |
| End Of Year Balance | 204528424 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 149445847 | BeginningOfYearBalance |
| Contributions | 9327614 | Contributions |
| Investment Earnings Or Losses | 15084475 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 0 | OtherExpenditures |
| Administrative Expenses | 7441444 | AdministrativeExpenses |
| End Of Year Balance | 166416492 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 177873552 | BeginningOfYearBalance |
| Contributions | 12816819 | Contributions |
| Investment Earnings Or Losses | -30104570 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 0 | OtherExpenditures |
| Administrative Expenses | 11139954 | AdministrativeExpenses |
| End Of Year Balance | 149445847 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.18 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.82 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 2006330 | OtherCostOrOtherBasis |
| Book Value | 2006330 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 116403 | OtherCostOrOtherBasis |
| Depreciation | 1198 | Depreciation |
| Book Value | 115205 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 58253 | OtherCostOrOtherBasis |
| Depreciation | 43685 | Depreciation |
| Book Value | 14568 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 1288199 | OtherCostOrOtherBasis |
| Depreciation | 1171785 | Depreciation |
| Book Value | 116414 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 34513 | OtherCostOrOtherBasis |
| Depreciation | 34495 | Depreciation |
| Book Value | 18 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2252535 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (6 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Domestic equity | 14162873 | F |
| Internationaly equity | 43974241 | F |
| Fixed income | 1019290 | F |
| Hedge funds | 63719945 | F |
| Private equity securities | 12127833 | F |
| Natural resources/real estate | 25791270 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 160795452 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Liabilities under split-interest agreement | $6,208,842 |
| Amounts held for others | $2,461,921 |
| Other liabilities | $452,246 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 9123009 | TotalOfAmounts |
| Total Revenue | 61903111 | TotalRevenue |
| Total Expenses | 43692518 | TotalExpenses |
| Excess Or Deficit For Year | 18210593 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -10175806 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 0 | DonatedServicesAndFacilities |
| Investment Expenses | 0 | InvestmentExpenses |
| Prior Period Adjustments | 0 | PriorPeriodAdjustments |
| Other | $0 | OtherAmount |
| Total Adjustments | -10175806 | TotalAdjustments |
| Excess Or Deficit Per FS | 8034787 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 53268238 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -10175806 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 334420 | DonatedSrvcAndUseOfFacilities |
| Recoveries Of Prior Year Grants | 0 | RecoveriesOfPriorYearGrants |
| Other Revenues | 1206513 | OtherRevenues |
| Revenue Not Rptd F990 | -8634873 | RevenueNotRptdF990 |
| Revenue Subtotal | 61903111 | RevenueSubtotal |
| Investment Expenses Not Included | 0 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 0 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 61903111 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 45233451 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 334420 | DonatedServicesUseOfFacilities |
| Prior Year Adjustments | 0 | PriorYearAdjustments |
| Losses Reported | 0 | LossesReported |
| Other Expenses Included | 1206513 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 1540933 | ExpensesNotRptdF990 |
| Expenses Subtotal | 43692518 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 0 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 0 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 43692518 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchD_P05_S00_L04 | 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 the University to hire faculty, implement programs, advance research and support outstanding students. |
| SchD_P10_S00_L02 | Schedule D, Part X, Line 2 | The Foundation recognizes the effect of income tax positions only if those positions are more likely than not of being sustained. Recognized income tax positions are measured at the largest amount that is greater than 50% likely of being realized. Changes in recognition or measurements are reflected in which the change in judgement occurs. |
| SchD_P12_S00_L02d | Schedule D, Part XII, Line 2d | Special event direct expenses netted against related revenue. |
| SchD_P13_S00_L02d | Schedule D, Part XIII, Line 2d | Special events direct expenses |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | COE Annual Banquet | NameOfEvent1 |
| Gross Receipts Event1 | 174812 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 130052 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 44760 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 0 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 0 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 0 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 0 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 0 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 87754 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Distinguished Alumni | NameOfEvent2 |
| Gross Receipts Event2 | 167665 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 66898 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 100767 | GrossRevenueEvent2 |
| Cash Prizes Event2 | 0 | CashPrizesEvent2 |
| Non Cash Prizes Event2 | 0 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 0 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 0 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 0 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 83414 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 54 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 1758751 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 992963 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 765788 | GrossRevenueOtherEvents |
| Cash Prizes Other Events | 0 | CashPrizesOtherEvents |
| Non Cash Prizes Other Events | 0 | NonCashPrizesOtherEvents |
| Rent Facility Costs Other Events | 0 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 0 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 0 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 1035345 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 2101228 | GrossReceiptsTotal |
| Charitable Contributions Total | 1189913 | CharitableContributionsTotal |
| Gross Revenue Total Events | 911315 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 0 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 0 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 0 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 0 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 0 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 1206513 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 1206513 | DirectExpenseSummaryEvents |
| Net Income Summary | -295198 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of Hawaii | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2500 Campus Road | AddressLine1 |
| City | Honolulu | City |
| State | HI | State |
| ZIP Code | 96822 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 996000354 | EINOfRecipient |
| Amount Of Cash Grant | 8185271 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 0 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Scholarships and grants, including stipends and travel awards. | TypeOfGrant |
| Number Of Recipients | 429 | NumberOfRecipients |
| Amount Of Cash Grant | 1589421 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchI_P01_S00_L02 | Identifier |
| Return Reference | Schedule I, Part I, Line 2 | ReturnReference |
| Explanation | The Foundation has policies in places for providing grant funds to students in the form of scholarships, travel grants, and awards. Generally, scholarship and fellowship payments specifically intended to cover cost of attendance related items are processed through the University's system. The Foundation will pay scholarships and fellowships to students directly if in relation to travel, materials, and/or research. All payments requests must comply with the Foundation's account administration policy in order to be processed. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 1 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (5 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Donna Vuchinich | |||||||||||||
| 221833 | 0 | 50000 | 0 | 3985 | 0 | 35435 | 0 | 2425 | 0 | 313678 | 0 | 301343 | 0 |
| William King | |||||||||||||
| 164313 | 0 | 26250 | 0 | 108 | 0 | 23244 | 0 | 2932 | 0 | 216847 | 0 | 207741 | 0 |
| Greg Willems | |||||||||||||
| 218817 | 0 | 57607 | 0 | 1092 | 0 | 19864 | 0 | 7378 | 0 | 304758 | 0 | 0 | 0 |
| Janet Bullard | |||||||||||||
| 147813 | 0 | 0 | 0 | -720 | 0 | 16832 | 0 | 7838 | 0 | 171763 | 0 | 0 | 0 |
| Jeffrie Jones | |||||||||||||
| 126518 | 0 | 0 | 0 | 2260 | 0 | 13638 | 0 | 8274 | 0 | 150690 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchJ_P01_S00_L01a | Schedule J, Part I, Line 1a | Private business club membership is provided to the President, Associate Vice Presidents, and certain staff for business use. |
| SchJ_P01_S00_L05 | 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 (revenues). |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (5 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| Claire Asam-Board Member of HMSA | |||
| Family member of Kuhio Asam- UHF trustee | 484563 | HMSA provides health insurance services to UHF | 0 |
| Robert Hiam | |||
| CEO of HMSA | 484563 | HMSA provides health insurance services to UHF | 0 |
| Peter Ho- CEO of Bank of Hawaii | |||
| Family member of Stuart Ho- UHF trustee | 317430 | Bank of Hawaii provides banking and investment services to UHF | 0 |
| Mary Sellers | |||
| Vice Chair and Ciief Risk Officer, Bank of Hawaii | 317430 | Bank of Hawaii provides banking and investment services to UHF | 0 |
| Patrick Bullard- Principal Heinrich | |||
| Family member of Janet Bullard- UHF Officer | 18325 | Heinrich Marketing provides marketing and advertising services for UHF | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 19 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 2825899 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Securities Prtnrshp Trust Intrsts SecuritiesPrtnrshpTrustIntrsts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 18 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1180112 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Real Estate Residential RealEstateResidential
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 4 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1026950 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchM_P01_S00_L32b | Identifier |
| Return Reference | Schedule M, Part I, Line 32b | ReturnReference |
| Explanation | The University of Hawaii Foundation used Kokua in Kind & Merrill Lynch to process and sell noncash contributions. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| F990_P03_S00_L04d | Form 990, Part III, Line 4d | Other program services including, faculty/staff support, extention/public services, athletics, capital projects, and research. |
| F990_P05_S00_L02a | Form 990, Part V, Line 2a | The University of Hawaii Foundation had 114 active employees for calendar year 2011, excluding students. |
| F990_P06_S0A_L02 | Form 990, Part VI, Section A, Line 2 | T. Michael May and spouse Carol Ai May are both Trustees. |
| F990_P06_S0B_L11b | Form 990, Part VI, Section B, Line 11b | The 990 is prepared by accounting staff of the Foundation and reviewed by the CFO, Controller, and the Associate Director of Compliance and Administration prior to filing. Revisions, if any, are made and a final draft is provided to the Trustees prior to filing the return. The 990 is available on Guidestar and on the Foundation's website. |
| F990_P06_S0B_L12c | Form 990, Part VI, Section B, Line 12c | The Foundation has a conflict of interest policy for employees and a seperate one 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 each fiscal year. The information is compiled by the Associate Director for Compliance and Administration. Any potential conflicts with regard to Trustees are brought to the attention of the Vice President for Administration/Cheif Financial Officer and President and brought to the Board of Trustee's Audit Committee to approve or disapprove of the conflict of interest. |
| F990_P06_S0B_L15 | Form 990, Part VI, Section B, Line 15 | Annually the Foundation benchmarks the salaries of Presidents and Chief Executive Officers and other senior management positions at other institutionally related foundations nationwide as well as nonprofits within the State of Hawaii. 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 Presidents/CEO and Vice Presidents of the organization. The documentation of these decisions is provided to and filed in the Human Resources department. |
| F990_P06_S0C_L19 | Form 990, Part VI, Section C, Line 19 | The Foundation has a Public Information Policy. This policy sets out the practices of the Foundation regarding disclousure of information and describes the extent and nature of those materials which will be made available to the public. The Foundation provides access to the following documents via a link on Foundation's website: previous three year's Form 990 tax return, IRS tax determination letter, articles of incorporation and annual report. The Form 990 tax return may also be viewed on Guidestar. Also available on the website is a listing of the Foundation's Board of Trustees and Foundation 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. |
| F990_P11_S00_L05 | Form 990, Part XI, Line 5 | Unrealized gain |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UHF Support Inc | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2444 Dole Street Bachman Hall 105 | AddressLine1 |
| City | Honolulu | City |
| State | HI | State |
| ZIP Code | 96822 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 262825368 | EIN |
| Primary Activities | Support for University of Hawaii Foundation | PrimaryActivities |
| Legal Domicile State | HI | LegalDomicileState |
| Exempt Code Section | 501(c)(3) | ExemptCodeSection |
| Public Charity Status | 509(a)(3) | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |