HILAND FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HILAND FOUNDATION (EIN 36-7702042)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-07
- IRS object ID
- 202521279349102702
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-07T13:01:35-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE FINANCIAL PLZ STE 2300 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 029032485 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 | 8086944399 | 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 | MARCO ABBRUZZESE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8086944399 | PhoneNum |
| Signature | 2025-04-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LYLE J MOHLER | PreparerPersonNm |
| PTIN | P01340349 | PTIN |
| Phone | 6892065200 | PhoneNum |
| Preparation | 2025-04-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,532,122 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $168,794 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $168,794 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $72,041 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $953,439 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $72,041 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $240,835 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $240,835 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $46,724 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $23,362 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $23,362 | 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 | $1,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,600 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $18,279 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $18,279 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,622 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,400 | 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 | $13 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $13 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $72,238 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $46,054 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $24,962 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $285,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $285,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $357,238 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $46,054 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $309,962 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$116,403 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $194,781 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $19 | CashBOYAmt |
| Cash EOY | -$3,023 | CashEOYAmt |
| Cash EOYFMV | -$3,023 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $169,916 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $178,645 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $178,645 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $6,195,533 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,078,721 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,356,500 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,365,468 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,254,343 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,532,122 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $6,365,468 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,254,343 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,365,468 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,254,343 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,365,468 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,254,343 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,365,468 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$116,403 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,278 | OtherIncreasesAmt |
| Subtotal | $6,254,343 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,254,343 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (60 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 191. ADVANCED MICRO DEVICES INC | 2022-03-31 | 2024-08-15 | $28,143 | $20,301 | $7,842 | $7,842 | |
| 138. ALASKA AIR GROUP INC | 2022-03-31 | 2024-01-04 | $5,094 | $8,061 | -$2,967 | -$2,967 | |
| 7. AMGEN INC | 2024-01-04 | 2024-08-15 | $2,274 | $2,128 | $146 | $146 | |
| 20. ARES MANAGEMENT CORP A | 2024-01-04 | 2024-03-13 | $2,688 | $2,351 | $337 | $337 | |
| 261. BAKER HUGHES CO | 2021-08-19 | 2024-01-04 | $8,678 | $5,682 | $2,996 | $2,996 | |
| 25.479 ISHARES S&P 500 INDEX FUND | 2021-08-12 | 2024-08-15 | $16,567 | $13,465 | $3,102 | $3,102 | |
| 138. BLACKBAUD INC | 2022-03-31 | 2024-01-04 | $11,584 | $8,336 | $3,248 | $3,248 | |
| 30991.235 ISHARES MSCI EAFE INTERNATIONAL INDEX F | 2022-03-31 | 2024-03-13 | $496,480 | $463,607 | $32,873 | $32,873 | |
| 52. DANAHER CORP | 2021-08-11 | 2024-12-31 | $11,981 | $12,976 | -$995 | -$995 | |
| 74. DATADOG INC CLASS A | 2023-01-10 | 2024-01-04 | $8,414 | $4,950 | $3,464 | $3,464 | |
| 25. EOG RESOURCES INC | 2024-01-04 | 2024-03-13 | $3,060 | $3,036 | $24 | $24 | |
| 32. FIRST SOLAR INC | 2023-01-10 | 2024-01-04 | $5,353 | $5,381 | -$28 | -$28 | |
| 126. INTERNATIONAL PAPER CO | 2021-08-13 | 2024-08-15 | $5,870 | $6,259 | -$389 | -$389 | |
| 46. INTUIT COM | 2022-03-31 | 2024-08-15 | $29,934 | $22,380 | $7,554 | $7,554 | |
| .823 PHILIPS ELECTRONICS NY SHR | 2023-01-10 | 2024-05-16 | $22 | $13 | $9 | $9 | |
| 297. MGM RESORTS INTERNATIONAL | 2022-03-31 | 2024-01-04 | $13,093 | $11,882 | $1,211 | $1,211 | |
| 179. MARVELL TECHNOLOGY INC | 2023-01-10 | 2024-12-31 | $19,954 | $6,655 | $13,299 | $13,299 | |
| 195. PINTEREST INC CLASS A | 2024-01-04 | 2024-12-31 | $5,668 | $6,973 | -$1,305 | -$1,305 | |
| 2418.275 T ROWE PRICE INSTITUTIONAL EMERGING MARK | 2022-03-31 | 2024-01-04 | $75,765 | $102,544 | -$26,779 | -$26,779 | |
| 3000.116 CONGRESS MID CAP GROWTH-INS | 2021-08-23 | 2024-12-31 | $68,163 | $104,315 | -$36,152 | -$36,152 | |
| 35. SCHLUMBERGER LTD | 2024-01-04 | 2024-03-13 | $1,832 | $1,822 | $10 | $10 | |
| 65. SCHLUMBERGER LTD | 2023-01-10 | 2024-03-13 | $3,402 | $3,634 | -$232 | -$232 | |
| 33. STARBUCKS CORP | 2021-08-17 | 2024-07-31 | $2,614 | $3,364 | -$750 | -$750 | |
| 93. THE TRADE DESK, INC. CL A | 2023-01-10 | 2024-01-04 | $6,369 | $4,165 | $2,204 | $2,204 | |
| 14. TRANSDIGM GROUP INC | 2021-08-19 | 2024-12-31 | $17,952 | $7,815 | $10,137 | $10,137 | |
| 100. UBER TECHNOLOGIES INC | 2024-01-04 | 2024-12-31 | $6,096 | $5,843 | $253 | $253 | |
| 42. UNITEDHEALTH GROUP INC | 2022-03-31 | 2024-12-13 | $22,128 | $18,208 | $3,920 | $3,920 | |
| 50. VAXCYTE | 2024-01-04 | 2024-12-31 | $4,127 | $3,205 | $922 | $922 | |
| 25. WABTEC CORPORATION | 2024-01-04 | 2024-08-15 | $3,979 | $3,114 | $865 | $865 | |
| 155. MEDTRONIC PLC | 2022-03-31 | 2024-08-15 | $12,933 | $18,933 | -$6,000 | -$6,000 | |
| CAPITAL GAIN DIVIDENDS | $53,222 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,222 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,222 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,222 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,222 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,222 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,222 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,222 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,222 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,222 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,222 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,222 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,222 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,222 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,222 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,222 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,222 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,222 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,222 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,222 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,222 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,222 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,222 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,222 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,222 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,222 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,222 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,222 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,222 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53,222 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $72,041 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,707 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,707 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,707 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,532 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,532 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,175 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 | 8086944399 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3170 DEPT 715 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 968023170 | 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 | false | UndistributedIncomePYInd |
| 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 DEPT 715 | 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 | $46,724 | 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 | $7,254,138 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $90,084 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,344,222 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,344,222 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $110,163 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,234,059 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $361,703 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $361,703 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,707 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,707 | TotalTaxAmt |
| Distributable Before Adj | $358,996 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $358,996 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $358,996 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $309,962 | 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 | $309,962 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $358,996 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $6,775 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $187,194 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $6,683 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,404 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $204,056 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $309,962 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $309,962 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $49,034 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $49,034 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $155,022 | 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 | $155,022 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $144,935 | ExcessFromYear4Amt |
| Excess From Year3 | $6,683 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $3,404 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| COAST GUARD FOUNDATION | ||||||||
| 394 TAUGWONK ROAD | STONINGTON | CT | 06378 | NONE | PC | GENERAL PURPOSES | $20,000 | |
| UNIVERSITY OF OREGON | ||||||||
| 1720 E 13TH AVE | EUGENE | OR | 97403 | NONE | PC | GENERAL OPERATING SUPPORT | $35,000 | |
| HAWAII FOUNDATION OF MAUI | ||||||||
| 444 HANA HWY SUITE 201 | KAHULUI | HI | 96732 | NONE | PC | INVASIVE SPECIES COMMITTEE | $20,000 | |
| MAUI ARTS & CULTURAL CENTER | ||||||||
| 1 CAMERON WAY | Kahului | HI | 96732 | NONE | PC | GENERAL SUPPORT | $75,000 | |
| IRVINE BARCLAY THEATRE | ||||||||
| 4199 CAMPUS DRIVE NO 275 | Irvine | HI | 92612 | NONE | PC | HAWAIIAN MUSIC SERIES | $25,000 | |
| PLANNED PARENTHOOD FEDERATION | ||||||||
| 123 WILLIAM STREET | NEW YORK | NY | 10038 | NONE | PC | GENERAL OPERATIONS | $40,000 | OF AMERICA |
| EDDIE AIKAU FOUNDATION | ||||||||
| 352 AWUAIOLIMU STREET | HONOLULU | HI | 96813 | NONE | PC | UNRESTRICTED GIFT | $10,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| PROARTS PLAYHOUSE MAUI | ||||||||
| 1280 S KIHEI RD | Kihei | HI | 96753 | NONE | PC | GENERAL CONTRIBUTION | $20,000 | |
| MAUI FOOD BANK INC | ||||||||
| 760 KOLU STREET | WAILUKU | HI | 96793 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $285,000 | 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 | $168,794 | 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 | $72,041 | 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 | $240,835 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $240,835 | 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 | $1,600 | Amt |
| Disbursements Charitable Prps | $1,600 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SEE ATTACHED STATEMENT | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $6,078,721 | BookValueAmt |
| EOYFMV | $7,356,500 | EOYFMVAmt |
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 | $13 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $13 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING DIFFERENCE | Desc |
| Amt | $5,278 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMNT MNGMNT FEES (NON-DED | CategoryTxt |
| Amt | $18,279 | Amt |
| Net Investment Income | $18,279 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $156 | $156 | $0 |
| FEDERAL ESTIMATES - INCOME | $1,222 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $3,327 | $3,327 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $917 | $917 | $0 |
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