HILAND FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HILAND FOUNDATION (EIN 36-7702042)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-10
- IRS object ID
- 202331309349102523
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-10T10:35:43-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 481248384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RELIANCE INTEGRATED SOLUTIONS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4900 W BROWN DEER RD | AddressLine1Txt |
| City | BROWN DEER | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53223 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 367702042 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HILAND FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HILA | BusinessNameControlTxt |
| Phone | 8086944525 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3170 DEPT 715 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 968023170 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BANK OF HAWAII | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8086944525 | PhoneNum |
| Signature | 2023-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MUHAMMAD | PersonFirstNm |
| Person Last | MANSOORI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN M MCCORMICK | PreparerPersonNm |
| PTIN | P00470933 | PTIN |
| Phone | 4148153900 | PhoneNum |
| Preparation | 2023-05-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,141,199 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $128,780 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $127,799 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$29,132 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $482,477 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $99,648 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $127,799 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $60,810 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $39,527 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $21,284 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $810 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,890 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $94,955 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,955 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $14 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $14 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $158,479 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $44,306 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $23,174 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $210,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $210,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $368,479 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $44,306 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $233,174 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$268,831 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $83,493 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,777 | CashBOYAmt |
| Cash EOY | $3,966 | CashEOYAmt |
| Cash EOYFMV | $3,966 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $259,720 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $182,388 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $182,388 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $6,610,397 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,423,704 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,954,845 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,878,894 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,610,058 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,141,199 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $6,878,894 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,610,058 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,878,894 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,610,058 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,878,894 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,610,058 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,878,894 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$268,831 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,610,063 | SubtotalAmt |
| Other Decreases | $5 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,610,058 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (130 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 12. CARVANA CO | 2022-02-04 | $1,813 | $4,070 | -$2,257 | -$2,257 | ||
| 12. CINTAS CORP | 2022-02-04 | $4,601 | $4,660 | -$59 | -$59 | ||
| 3. CINTAS CORP | 2022-02-04 | $1,150 | $961 | $189 | $189 | 2020-09-11 | |
| 201. HP INC. | 2022-02-04 | $7,570 | $5,847 | $1,723 | $1,723 | ||
| 205. HP INC. | 2022-02-04 | $7,720 | $3,912 | $3,808 | $3,808 | ||
| 19. LITHIA MOTORS INC | 2022-02-04 | $5,440 | $7,019 | -$1,579 | -$1,579 | ||
| 16. SOLAREDGE TECHNOLOGIES INC | 2022-02-04 | $3,836 | $4,408 | -$572 | -$572 | ||
| 308. VODAFONE GROUP PLC SP ADR | 2022-02-04 | $5,601 | $5,230 | $371 | $371 | 2021-08-13 | |
| 110. VODAFONE GROUP PLC SP ADR | 2022-02-04 | $2,000 | $2,868 | -$868 | -$868 | 2017-04-18 | |
| 21. ACCENTURE PLC CL A | 2022-02-04 | $7,291 | $6,708 | $583 | $583 | 2021-08-11 | |
| 5. ACCENTURE PLC CL A | 2022-02-04 | $1,736 | $1,173 | $563 | $563 | 2020-09-11 | |
| 60. APPLIED MATERIALS INC | 2022-03-31 | $8,042 | $8,567 | -$525 | -$525 | 2021-08-09 | |
| 2. AUTOZONE INC | 2022-03-31 | $4,132 | $3,265 | $867 | $867 | ||
| 124.759 ISHARES S&P 500 INDEX FUND | 2022-03-31 | $66,473 | $65,931 | $542 | $542 | 2021-08-12 | |
| 80. CHEVRONTEXACO CORP | 2022-03-31 | $13,201 | $8,206 | $4,995 | $4,995 | 2021-08-02 | |
| 15. CHEVRONTEXACO CORP | 2022-03-31 | $2,475 | $1,163 | $1,312 | $1,312 | 2020-09-11 | |
| 20. META PLATFORMS INC CL A | 2022-03-31 | $4,496 | $7,235 | -$2,739 | -$2,739 | 2021-08-09 | |
| 136. KELLOGG CO | 2022-03-31 | $8,813 | $8,643 | $170 | $170 | ||
| 20. KELLOGG CO | 2022-03-31 | $1,296 | $1,307 | -$11 | -$11 | 2020-09-11 | |
| 71. KROGER CO | 2022-03-31 | $4,090 | $3,054 | $1,036 | $1,036 | 2021-08-11 | |
| 80. KROGER CO | 2022-03-31 | $4,609 | $2,401 | $2,208 | $2,208 | 2017-04-18 | |
| 12. MCKESSON HBOC INC | 2022-03-31 | $3,685 | $2,420 | $1,265 | $1,265 | 2021-08-18 | |
| 145. PFIZER INC | 2022-03-31 | $7,586 | $6,486 | $1,100 | $1,100 | ||
| 51. QUALCOMM INC | 2022-03-31 | $7,812 | $7,632 | $180 | $180 | 2021-08-02 | |
| 5. QUEST DIAGNOSTICS INC COMMON | 2022-03-31 | $692 | $759 | -$67 | -$67 | 2021-08-17 | |
| 23. ROKU INC | 2022-03-31 | $2,920 | $9,495 | -$6,575 | -$6,575 | ||
| 18. SALESFORCE INC | 2022-03-31 | $3,860 | $4,430 | -$570 | -$570 | ||
| 10. SALESFORCE INC | 2022-03-31 | $2,145 | $2,421 | -$276 | -$276 | ||
| 18. SEA LTD ADR | 2022-03-31 | $2,152 | $5,574 | -$3,422 | -$3,422 | ||
| 100. STARBUCKS CORP | 2022-03-31 | $9,239 | $12,018 | -$2,779 | -$2,779 | ||
| 72. TEXTRON INC | 2022-03-31 | $5,406 | $5,092 | $314 | $314 | ||
| 21. UNION PACIFIC CORP | 2022-03-31 | $5,821 | $4,699 | $1,122 | $1,122 | ||
| 5. UNION PACIFIC CORP | 2022-03-31 | $1,386 | $977 | $409 | $409 | 2020-09-11 | |
| 37. VISA INC CL A SHARES | 2022-03-31 | $8,298 | $8,841 | -$543 | -$543 | 2021-08-09 | |
| .49 WARNER BROS DISCOVERY INC | 2022-04-11 | $13 | $19 | -$6 | -$6 | 2017-04-18 | |
| 3097.492 FEDERATED HERMES TOTAL RETURN BOND FUND | 2022-05-24 | $31,254 | $35,559 | -$4,305 | -$4,305 | 2021-08-03 | |
| 628.892 FEDERATED HERMES TOTAL RETURN BOND FUND | 2022-05-24 | $6,346 | $7,345 | -$999 | -$999 | 2020-09-11 | |
| 4581.376 VANGUARD TOTAL BOND MARKET INDEX FUND AD | 2022-05-24 | $46,226 | $52,503 | -$6,277 | -$6,277 | 2021-08-03 | |
| 3244.008 VANGUARD S/T BND INDX-ADM | 2022-05-24 | $32,959 | $35,068 | -$2,109 | -$2,109 | 2021-08-03 | |
| 1954.779 VANGUARD S/T BND INDX-ADM | 2022-05-24 | $19,861 | $21,265 | -$1,404 | -$1,404 | ||
| 24. ADOBE SYSTEMS INC | 2022-08-12 | $10,651 | $15,264 | -$4,613 | -$4,613 | ||
| 25. ADOBE SYSTEMS INC | 2022-08-12 | $11,095 | $14,430 | -$3,335 | -$3,335 | ||
| 33. AIRBNB INC CLASS A | 2022-08-12 | $4,103 | $5,720 | -$1,617 | -$1,617 | 2022-03-31 | |
| 2. ASTRAZENECA PLC SP ADR | 2022-08-12 | $133 | $118 | $15 | $15 | 2021-08-17 | |
| 142. ASTRAZENECA PLC SP ADR | 2022-08-12 | $9,456 | $6,116 | $3,340 | $3,340 | ||
| 99. CITIGROUP INC | 2022-08-12 | $5,369 | $7,229 | -$1,860 | -$1,860 | ||
| 55. CITIGROUP INC | 2022-08-12 | $2,983 | $3,225 | -$242 | -$242 | 2017-04-18 | |
| 86. INTEL CORP | 2022-08-12 | $3,092 | $4,590 | -$1,498 | -$1,498 | ||
| 30. INTEL CORP | 2022-08-12 | $1,078 | $1,479 | -$401 | -$401 | ||
| 55. MICRON TECH INC | 2022-08-12 | $3,576 | $4,288 | -$712 | -$712 | 2022-03-31 | |
| 40. NIKE INC CL B | 2022-08-12 | $4,617 | $6,835 | -$2,218 | -$2,218 | ||
| 2. ORION OFFICE REIT INC | 2022-08-12 | $22 | $28 | -$6 | -$6 | 2022-03-31 | |
| 100. SHOPIFY INC | 2022-08-12 | $4,051 | $6,872 | -$2,821 | -$2,821 | 2022-03-31 | |
| 19. SNAP INC A | 2022-08-12 | $216 | $1,356 | -$1,140 | -$1,140 | ||
| 115. SNAP INC A | 2022-08-12 | $1,309 | $8,634 | -$7,325 | -$7,325 | ||
| 10. SNOWFLAKE INC-CLASS A | 2022-08-12 | $1,679 | $2,315 | -$636 | -$636 | 2022-03-31 | |
| 44. TEXTRON INC | 2022-08-12 | $2,981 | $3,110 | -$129 | -$129 | 2021-08-02 | |
| 9. TWILIO INC | 2022-08-12 | $783 | $3,278 | -$2,495 | -$2,495 | 2021-08-13 | |
| 10. TWILIO INC | 2022-08-12 | $870 | $3,843 | -$2,973 | -$2,973 | 2021-08-02 | |
| 63. UNITY SOFTWARE INC | 2022-08-12 | $3,631 | $6,365 | -$2,734 | -$2,734 | 2022-03-31 | |
| 54. UPSTART HOLDINGS INC | 2022-08-12 | $1,832 | $6,010 | -$4,178 | -$4,178 | 2022-03-31 | |
| 6. VIATRIS INC | 2022-08-12 | $66 | $87 | -$21 | -$21 | 2021-08-17 | |
| 619. VIATRIS INC | 2022-08-12 | $6,838 | $8,902 | -$2,064 | -$2,064 | ||
| 78. XPO LOGISTIC INC | 2022-08-12 | $4,668 | $5,737 | -$1,069 | -$1,069 | 2022-03-31 | |
| 10. ALLEGHANY CORP | 2022-10-20 | $8,480 | $6,547 | $1,933 | $1,933 | ||
| CAPITAL GAIN DIVIDENDS | $24,852 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,852 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,852 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,852 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,852 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,852 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,852 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,852 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,852 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,852 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,852 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,852 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,852 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,852 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,852 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,852 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,852 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,852 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,852 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,852 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,852 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,852 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,852 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,852 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,852 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,852 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,852 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,852 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,852 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,852 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,852 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,852 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,852 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,852 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,852 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,852 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,852 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,852 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,852 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,852 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,852 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,852 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,852 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,852 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,852 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,852 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,852 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,852 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,852 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,852 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,852 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,852 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,852 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,852 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,852 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,852 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,852 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,852 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,852 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,852 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,852 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,852 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,852 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,852 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,852 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$29,132 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,161 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,161 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,161 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,839 | OverpaymentAmt |
| Applied To ES Tax | $1,839 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | HI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF HAWAII | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8086944525 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 130 MERCHANT STREET | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96813 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | Yes (true) | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF HAWAII | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3170 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $60,810 | CompensationAmt |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,383,489 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $153,930 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,537,419 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,537,419 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $98,061 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,439,358 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $321,968 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $321,968 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,161 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,161 | TotalTaxAmt |
| Distributable Before Adj | $320,807 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $320,807 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $320,807 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $233,174 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $233,174 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $320,807 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $71,226 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $52,897 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $6,775 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $187,194 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $6,683 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $324,775 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $233,174 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $233,174 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $87,633 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $87,633 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $237,142 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $237,142 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $36,490 | ExcessFromYear4Amt |
| Excess From Year3 | $6,775 | ExcessFromYear3Amt |
| Excess From Year2 | $187,194 | ExcessFromYear2Amt |
| Excess From Year1 | $6,683 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| UNIVERSITY OF OREGON | |||||||
| 1720 E 13TH AVE | EUGENE | OR | 97403 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 |
| MAUI ARTS & CULTURAL CENTER | |||||||
| 1 CAMERON WAY | Kahului | HI | 96732 | NONE | PC | GENERAL SUPPORT | $50,000 |
| PROARTS PLAYHOUSE MAUI | |||||||
| 1280 S KIHEI RD | Kihei | HI | 96753 | NONE | PC | GENERAL CONTRIBUTION | $25,000 |
| IOLANI SCHOOL | |||||||
| 563 KAMOKU ST | Honolulu | HI | 96826 | NONE | PC | GENERAL CONTRIBUTION | $10,000 |
| IRVINE BARCLAY THEATRE | |||||||
| 4199 CAMPUS DRIVE NO 275 | Irvine | HI | 92612 | NONE | PC | HAWAIIAN MUSIC SERIES | $15,000 |
| PLANNED PARENTHOOD GREAT NORTHWEST | |||||||
| 2001 E MADISON | Seattle | WA | 98122 | NONE | PC | GENERAL CONTRIBUTION | $50,000 |
| MAUI COMMUNITY THEATRE | |||||||
| 68 NORTH MARKET STREET | Wailuku | HI | 96793 | NONE | PC | GENERAL CONTRIBUTION | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $210,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $128,780 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$29,132 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $99,648 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $99,648 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $2,700 | Amt |
| Net Investment Income | $810 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,890 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCE | Desc |
| Amt | $5 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSE (NON-DEDUCTIBLE | Desc |
| Revenue And Expenses Per Books | $14 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $14 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $43 | $43 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $91,000 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $3,499 | $3,499 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $413 | $413 | $0 |
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