CLARENCE T C CHING FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: CLARENCE T C CHING FOUNDATION (EIN 99-6014634)
Tax period: 2022-01-01 to 2022-12-31
Filed: 2023-10-23
IRS object ID: 202332969349100633
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
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Other Schedule2
Legal Fees Schedule
Other Assets Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Other Liabilities Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-10-23T15:26:29-04:00	ReturnTs
Tax Period End	2022-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	990272757	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	AKAMINE OYADOMARI & KOSAKI CPAS INC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1601 KAPIOLANI BLVD STE 1140	AddressLine1Txt
City	HONOLULU	CityNm
State Abbreviation	HI	StateAbbreviationCd
ZIP	96814	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	996014634	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE CLARENCE TC CHING FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	CLAR	BusinessNameControlTxt
Phone	8085210344	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1001 BISHOP STREET SUITE 770	AddressLine1Txt
City	HONOLULU	CityNm
State Abbreviation	HI	StateAbbreviationCd
ZIP	96813	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	TERTIA FREAS	PersonNm
Person Title	EXECUTIVE DIRECTOR	PersonTitleTxt
Phone	8085210344	PhoneNum
Signature	2023-10-17	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	TERTIA	PersonFirstNm
Person Last	FREAS	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	KRYSTAL CHING	PreparerPersonNm
PTIN	P01258469	PTIN
Phone	8089410500	PhoneNum
Preparation	2023-10-17	PreparationDt

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	$115,004,926	FMVAssetsEOYAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$997,982	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$2,137,734	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$1,752,119	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$3,714,543	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$2,516,298	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$401,094	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	-$146,932	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$3,151,195	TotalRevAndExpnssAmt
Total Net Invst Incm	$4,507,100	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$580,000	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$232,000	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$348,000	CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss	$81,500	OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm	$32,600	OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$48,900	OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss	$40,436	PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm	$16,174	PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl	$24,262	PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss	$925	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$463	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$462	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$62,513	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$37,508	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$25,005	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$7,115	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$5,692	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$1,423	OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss	$1,025	InterestRevAndExpnssAmt
Interest Net Invst Incm	$513	InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl	$512	InterestDsbrsChrtblAmt
Taxes Rev And Expnss	$11,402	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$90,294	TaxesNetInvstIncmAmt
Occupancy Rev And Expnss	$52,372	OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm	$20,949	OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl	$31,423	OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss	$749,613	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$1,186,558	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$57,636	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$1,586,901	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$1,622,751	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$537,623	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$2,518,022	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$5,770,034	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$4,104,923	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$1,622,751	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$6,307,657	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$953,728	ExcessRevenueOverExpensesAmt
Net Investment Income	$2,884,349	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash EOY	$251	CashEOYAmt
Cash EOYFMV	$251	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$343,827	SavAndTempCashInvstBOYAmt
Prepaid Expenses BOY	$23,631	PrepaidExpensesBOYAmt
Prepaid Expenses EOY	$66,217	PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV	$66,217	PrepaidExpensesEOYFMVAmt
Corporate Stock BOY	$24,834,703	CorporateStockBOYAmt
Corporate Stock EOY	$21,648,760	CorporateStockEOYAmt
Corporate Stock EOYFMV	$21,648,760	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$17,852,926	CorporateBondsBOYAmt
Corporate Bonds EOY	$16,198,726	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$16,198,726	CorporateBondsEOYFMVAmt
Other Investments BOY	$94,406,484	OtherInvestmentsBOYAmt
Other Investments EOY	$74,799,084	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$74,799,084	OtherInvestmentsEOYFMVAmt
Other Assets EOY	$2,291,888	OtherAssetsEOYAmt
Other Assets EOYFMV	$2,291,888	OtherAssetsEOYFMVAmt
Total Assets BOY	$137,461,571	TotalAssetsBOYAmt
Total Assets EOY	$115,004,926	TotalAssetsEOYAmt
Total Assets EOYFMV	$115,004,926	TotalAssetsEOYFMVAmt
Accounts Payable BOY	$80,821	AccountsPayableBOYAmt
Accounts Payable EOY	$319,076	AccountsPayableEOYAmt
Grants Payable BOY	$17,071,536	GrantsPayableBOYAmt
Grants Payable EOY	$13,819,524	GrantsPayableEOYAmt
Other Liabilities BOY	$956,728	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$3,515	OtherLiabilitiesEOYAmt
Total Liabilities BOY	$18,109,085	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$14,142,115	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$119,352,486	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$100,862,811	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$119,352,486	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$100,862,811	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$137,461,571	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$115,004,926	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$119,352,486	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$953,728	ExcessRevenueOverExpensesAmt
Subtotal	$118,398,758	SubtotalAmt
Other Decreases	$17,535,947	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$100,862,811	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES	P	2022-12-31	$2,388,873	$1,962,424	$426,449	$426,449
CAPITAL GAIN DISTRIBUTIONS	P	2022-12-31	$270,039		$270,039	$270,039
BOOK FLOW THROUGH LP INVESTMENTS	P	2022-12-31	$1,055,631		$1,055,631	$1,055,631
BOOK TO TAX ADJ FLOW THROUGH LP INV	P	2022-12-31	$764,179		$764,179	$764,179

Field	Value	IRS element (for citing)
Capital Gain Net Income	$2,516,298	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$40,092	InvestmentIncomeExciseTaxAmt
Subtotal	$40,092	SubtotalAmt
Tax Based On Investment Income	$40,092	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$120,763	EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid	$20,000	ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits	$140,763	TotalPaymentsAndCreditsAmt
Overpayment	$100,671	OverpaymentAmt
Applied To ES Tax	$100,671	AppliedToESTaxAmt

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
Website Address	WWW.CLARENCETCCHINGFOUNDATION.ORG	WebsiteAddressTxt
Individual With Books	TERTIA FREAS	IndividualWithBooksNm
Phone	8085210344	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	1001 BISHOP STREET SUITE 770	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	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 (7 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
TERTIA FREAS
1001 BISHOP STREET SUITE 770	HONOLULU	HI	96813	EXECUTIVE DI	40.00	$150,000	$14,704	$0
RAYMOND J TAM
1001 BISHOP STREET SUITE 770	HONOLULU	HI	96813	TRUSTEE	8.00	$77,000	$0	$0
JOHN K TSUI
1001 BISHOP STREET SUITE 770	HONOLULU	HI	96813	TRUSTEE	8.00	$86,000	$0	$0
CATHERINE HQ CHING
1001 BISHOP STREET SUITE 770	HONOLULU	HI	96813	TRUSTEE	8.00	$36,000	$0	$0
KENNETH T OKAMOTO
1001 BISHOP STREET SUITE 770	HONOLULU	HI	96813	TRUSTEE	8.00	$77,000	$0	$0
ROBERT T FUJIOKA
1001 BISHOP STREET SUITE 770	HONOLULU	HI	96813	TRUSTEE	8.00	$77,000	$0	$0
ELIZABETH S HOKADA
1001 BISHOP STREET SUITE 770	HONOLULU	HI	96813	TRUSTEE	8.00	$77,000	$0	$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp

Field	Value	IRS element (for citing)
Person	LINDA FITZGERALD	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1001 BISHOP STREET SUITE 770	AddressLine1Txt
City	HONOLULU	CityNm
State Abbreviation	HI	StateAbbreviationCd
ZIP	96813	ZIPCd

Field	Value	IRS element (for citing)
Title	EXECUTIVE SE	TitleTxt
Average Hrs Per Wk Devoted To Pos	40.00	AverageHrsPerWkDevotedToPosRt
Compensation	$81,500	CompensationAmt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CAMBRIDGE ASSOCIATES LLC	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	125 HIGH STREET	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02110	ZIPCd

Field	Value	IRS element (for citing)
Service Type	INVESTMENT ADVI	ServiceTypeTxt
Compensation	$187,197	CompensationAmt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$122,069,909	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$111,706	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$122,181,615	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$122,181,615	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$1,832,724	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$120,348,891	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$6,017,445	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$6,017,445	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$40,092	TaxBasedOnInvestmentIncomeAmt
Total Tax	$40,092	TotalTaxAmt
Distributable Before Adj	$5,977,353	DistributableBeforeAdjAmt
Distributable Before Ded	$5,977,353	DistributableBeforeDedAmt
Distributable As Adjusted	$5,977,353	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$6,307,657	ExpensesAndContributionsAmt
Qualifying Distributions	$6,307,657	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$5,977,353	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3	$188,568	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$463,572	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$59,617	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$711,757	TotalExcessDistributionCyovAmt
Qualifying Distributions	$6,307,657	QualifyingDistributionsAmt
Applied To Current Year	$5,977,353	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$330,304	RemainingDistriFromCorpusAmt
Total Corpus	$1,042,061	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$1,042,061	ExcessDistriCyovToNextYrAmt
Excess From Year3	$188,568	ExcessFromYear3Amt
Excess From Year2	$463,572	ExcessFromYear2Amt
Excess From Year1	$59,617	ExcessFromYear1Amt
Excess From Current Year	$330,304	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	MS TERTIA FREAS	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	1001 BISHOP STREET SUITE 770	AddressLine1Txt
City	HONOLULU	CityNm
State Abbreviation	HI	StateAbbreviationCd
ZIP	96813	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	8085210344	RecipientPhoneNum
Form And Info And Materials	GRANT APPLICATIONS SHOULD PROVIDE ADEQUATE PROOF OF THE ORGANIZATION'S TAX-EXEMPT STATUS, DOCUMENTATION OF ITS PUBLIC SUPPORT AND A DESCRIPTION OF THE PLANNED USE OF THE FUNDS REQUIRED.	FormAndInfoAndMaterialsTxt
Submission Deadlines	DEADLINES ARE JANUARY 31ST AND JULY 31ST; APPLICATIONS ARE REVIEWED AND APPROVED OR DENIED IN MARCH	SubmissionDeadlinesTxt
Restrictions On Awards	THE FOUNDATION IS A TAX-EXEMPT PRIVATE FOUNDATION WHOSE GENERAL PURPOSE IS CHARITABLE IN NATURE. THE FOUNDATION DOES NOT SPONSOR OR OTHERWISE ENGAGE IN SPECIFIC PROGRAMS AT THIS TIME, AND GENERALLY LIMITS ITS CURRENT ACTIVITIES TO MAKING GRANTS AND DONATIONS TO PUBLIC CHARITIES. IT WILL ENTERTAIN REQUESTS FOR GRANTS ONLY FROM CHARITIES DESCRIBED IN IRC SECTIONS 509(A)(1) AND 170(B)(1)(A). THE FOUNDATION ALSO SPONSORS AN ANNUAL CONTEST FOR CHILDREN GRADES K TO 12 WHO ARE CURRENT RESIDENTS OF HAWAII. THE CONTEST IS DESIGNED TO EDUCATED AND INSPIRE THE CHILDREN OF HAWAII TO BECOME AWARE OF PROBLEMS FACING THE STATE OF HAWAII AND TO BECOME ENGAGED IN OFFERING CREATIVE SOLUTIONS FOR THESE PROBLEMS. ENTRY FORMS ARE AVAILABLE ON THE FOUNDATION'S WEBSITE.	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Business Name Line2RecipientBusinessName/BusinessNameLine2Txt
808 CLEANUPS
PO BOX 240341	HONOLULU	HI	96824	501(C)(3)	GENERAL PROGRAM SUPPORT	$10,000
AMERICAN CANCER SOCIETY
2370 NUUANU AVE	HONOLULU	HI	96817	501(C)(3)	CAPITAL IMPROVEMENT	$350,000
BOYS AND GIRLS CLUB OF HAWAII
345 QUEEN ST STE 900	HONOLULU	HI	96813	501(C)(3)	GENERAL PROGRAM SUPPORT	$50,000
DIAMOND HEAD THEATRE
520 MAKAPUU AVENUE	HONOLULU	HI	96816	501(C)(3)	CAPITAL IMPROVEMENT	$100,000
DREAMHOUSE CHARTER
91-590 FARRINGTON UNIT505	KAPOLEI	HI	96707	501(C)(3)	CAPITAL IMPROVEMENT	$50,000
HALE KIPA
615 PIIKOI ST STE 203	HONOLULU	HI	96814	501(C)(3)	CAPITAL IMPROVEMENT	$250,000
HAWAII AGRICULTURAL FOUNDATION
3538 WAIALAE AVE 203	HONOLULU	HI	96816	501(C)(3)	GENERAL PROGRAM SUPPORT	$30,000
HAWAII PUBLIC TELEVISION FOUNDATION
315 SAND ISLAND ACCESS RD	HONOLULU	HI	96819	501(C)(3)	CAPITAL IMPROVEMENT	$500,000	PBS
HAWAII YOUTH SYMPHONY ASSOCIATION
1350 S KING ST STE 201	HONOLULU	HI	96814	501(C)(3)	GENERAL PROGRAM SUPPORT	$50,000
ISLAND SCHOOL
3-1875 KAUMUALII HWY	LIHUE	HI	96766	501(C)(3)	CAPITAL IMPROVEMENT	$100,000
KIDS HURT TOO HAWAII
245 N KUKUI ST STE 102	HONOLULU	HI	96817	501(C)(3)	GENERAL PROGRAM SUPPORT	$25,000
LAWAKUA CHARITABLE FUND
737 BISHOP ST NO18	HONOLULU	HI	96813	501(C)(3)	CAPITAL IMPROVEMENT	$30,000
NA HOALOHA
1962 E VINEYARD ST	WAILUKU	HI	96793	501(C)(3)	GENERAL PROGRAM SUPPORT	$17,000
PARKER SCHOOL
65-1224 LINDSEY RD	KAMUELA	HI	96743	501(C)(3)	CAPITAL IMPROVEMENT	$200,000
PATCH HAWAII
60 N NIMITZ HWY STE 218	HONOLULU	HI	96817	501(C)(3)	CAPITAL IMPROVEMENT	$35,000
PROJECT VISION HAWAII
PO BOX 23212	HONOLULU	HI	96823	501(C)(3)	GENERAL PROGRAM SUPPORT	$33,334
PROTECT AND PRESERVE HAWAII
623 ANALU STREET STE A	HONOLULU	HI	96817	501(C)(3)	CAPITAL IMPROVEMENT	$10,000
PUNAHOU SCHOOL
1601 PUNAHOU ST	HONOLULU	HI	96822	501(C)(3)	GENERAL PROGRAM SUPPORT	$600,000
PUUONUA O WAIANAE
85-371 FARRINGTON HWY	WAIANAE	HI	96792	501(C)(3)	CAPITAL IMPROVEMENT	$125,000
REHAB HOSPITAL OF THE PACIFIC FOUND
226 NORTH KUAKINI STREET	HONOLULU	HI	96817	501(C)(3)	CAPITAL IMPROVEMENT	$500,000
SAINT LOUIS SCHOOL
3142 WAIALAE AVE	HONOLULU	HI	96816	501(C)(3)	CAPITAL IMPROVEMENT	$1,250,000
ST FRANCIS HEALTHCARE
2228 LILIHA ST STE 205	HONOLULU	HI	96817	501(C)(3)	CAPITAL IMPROVEMENT	$400,000
STRAUB FOUNDATION
55 MERCHANT ST STE 2600	HONOLULU	HI	96813	501(C)(3)	CAPITAL IMPROVEMENT	$500,000
SUSTAINABLE MOLOKAI
PO BOX 250	KAUNAKAKAI	HI	96748	501(C)(3)	GENERAL PROGRAM SUPPORT	$19,700
THE QUEEN'S MEDICAL CENTER
1301 PUNCHBOWL STREET	HONOLULU	HI	96813	501(C)(3)	GENERAL PROGRAM SUPPORT	$400,000
UH FOOTBALL PROGRAM
1314 S KING ST STE B	HONOLULU	HI	96822	501(C)(3)	GENERAL PROGRAM SUPPORT	$100,000
UNIVERSITY OF HAWAII FOUNDATION
1314 S KING ST STE B	HONOLULU	HI	96814	501(C)(3)	GENERAL PROGRAM SUPPORT	$25,000
US VETS HAWAII
85-638 FARRINGTON HWY	WAIANAE	HI	96792	501(C)(3)	GENERAL PROGRAM SUPPORT	$10,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$5,770,034	TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
ADULT FRIENDS FOR YOUTH
3375 KOAPAKA ST STEB290	HONOLULU	HI	96819	501(C)(3)	GENERAL PROGRAM SUPPORT	$49,000
BLOOD BANK OF HAWAII
1907 YOUNG ST	HONOLULU	HI	96826	501(C)(3)	CAPITAL IMPROVEMENT	$1,000,000
KKV FAMILY SERVICES
1475 LINAPUNI ST STE 105	HONOLULU	HI	96819	501(C)(3)	CAPITAL IMPROVEMENT	$200,000
SPECIAL OLYMPICS
91-610 MAUNAKAPU ST	EWA	HI	96706	501(C)(3)	CAPITAL IMPROVEMENT	$100,000
THE LEGAL CLINIC
1020 S BERETANIA STREET	HONOLULU	HI	96814	501(C)(3)	GENERAL PROGRAM SUPPORT	$25,000
THE PANTRY
2522 ROSE ST	HONOLULU	HI	96819	501(C)(3)	CAPITAL IMPROVEMENT	$50,000
UH FOUNDATION PACE
1314 S KING ST STE B	HONOLULU	HI	96814	501(C)(3)	GENERAL PROGRAM SUPPORT	$200,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Apprv Fut	$1,624,000	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$997,982	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$1,752,119	ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDesc	ExclusionExclusionCd	ExclusionExclusionAmt	BusinessBusinessCd	Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt
OTHER INCOME	14	$432,431
UBTI INCOME/(LOSS) FROM K-1			523000	-$31,337

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	-$31,337	UnrelatedBusinessTaxblIncmAmt
Exclusion	$3,182,532	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$3,151,195	TotalIncomeProducingActyAmt

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	ACCOUNTING SERVICES	CategoryTxt
Amt	$62,513	Amt
Net Investment Income	$37,508	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$25,005	DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	CHARLES SCHWAB 7379 - BONDS	BondNm
EOY Book Value	$16,198,726	EOYBookValueAmt
EOYFMV	$16,198,726	EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
CHARLES SCHWAB 6291 - STOCKS	$4,679,959	$4,679,959
CHARLES SCHWAB 7379 - STOCKS	$13,352,080	$13,352,080
CHARLES SCHWAB 6949 - STOCKS	$3,616,721	$3,616,721

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (36 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
CHARLES SCHWAB 6291 - CASH & MM	FMV	$247,369	$247,369
CHARLES SCHWAB 7379 - CASH & MM	FMV	$784,276	$784,276
CHARLES SCWAB 6949 - CASH & MM	FMV	$357,013	$357,013
INVESTABLE EMERGING MARKETS COUNTRY	FMV	$1,267,632	$1,267,632
FORESTER DIVERSIFIED LTD CLASS B	FMV	$2,472,453	$2,472,453
1607 CAPITAL PARTNERS INTL EQUITY	FMV	$2,530,178	$2,530,178
TWO SIGMA	FMV	$7,609,798	$7,609,798
CEVIAN CAPITAL	FMV	$2,975,322	$2,975,322
ALPHADYNE INTL FD	FMV	$6,305,060	$6,305,060
CQG PARTNERS INTL	FMV	$3,833,387	$3,833,387
LEVEL STRUCTURE	FMV	$672,400	$672,400
PEAK ROCK CAP CR	FMV	$108,980	$108,980
PEAK ROCK CAP FD	FMV	$290,829	$290,829
GREENSPRING SEC	FMV	$2,016,734	$2,016,734
KLINE HILL PART	FMV	$1,412,396	$1,412,396
BROADRIVER III	FMV	$768,031	$768,031
LEVEL EQUITY GRWT	FMV	$1,494,502	$1,494,502
GREEN CRT CHI	FMV	$1,382,585	$1,382,585
ACCOLADE PTRS	FMV	$2,697,567	$2,697,567
GREENSPRING IX	FMV	$2,155,244	$2,155,244
MANULIFE PE	FMV	$1,837,898	$1,837,898
ARROWSTREET CAP	FMV	$6,877,095	$6,877,095
IFP GLOBAL EQUITY	FMV	$3,248,835	$3,248,835
DAVIDSON KEMPNER	FMV	$3,350,123	$3,350,123
MAHOUT GLOBAL	FMV	$1,304,455	$1,304,455
KHP STRATEGIC 12	FMV	$2,871,846	$2,871,846
FORTRESS CREDIT	FMV	$347,333	$347,333
ISAM	FMV	$2,703,625	$2,703,625
GLOBAL RESEARCH	FMV	$4,917,157	$4,917,157
TWO SIGMA CHINA	FMV	$1,564,741	$1,564,741
JOHCM INTL
COATUE GROWTH V	FMV	$491,612	$491,612
GREENSPRING EARLY	FMV	$1,426,940	$1,426,940
LEVEL EQUITY GR V & LVL STRUC CP II	FMV	$688,605	$688,605
STANDARD CRYPTO V	FMV	$875,697	$875,697
KHP OFFSHORE FEED	FMV	$911,366	$911,366

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL FEES	CategoryTxt
Legal Fees	$925	LegalFeesAmt
Net Investment Income	$463	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$462	DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Field	Value	IRS element (for citing)
Desc	DUE FROM BROKERS	Desc
EOY Book Value	$2,291,888	EOYBookValueAmt
EOYFMV	$2,291,888	EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	UNREALIZED LOSSES REPORTED ON BOOKS	Desc
Amt	$17,535,947	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (17 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
INVESTMENT EXPENSE	$353,142	$353,142
CAMBRIDGE - FEES	$187,197	$187,197
FOUNDATION INSURANCE	$10,169	$5,084	$5,085
COMPUTER SERVICE	$5,165	$2,583	$2,582
OFFICE SUPPLIES & EXPENSE	$8,711	$4,356	$4,355
MISCELLANEOUS	$645	$323	$322
ENTERTAINMENT & MEALS	$4,145	$2,072	$2,073
DUES AND SUBSCRIPTIONS	$8,630	$4,315	$4,315
PORTFOLIO DED FROM PSHIP K-1S		$622,610
INSPIRED IN HI CONTEST - AWAR	$20,925		$20,925
INSPIRED IN HI CONTEST - EXPE	$10,411		$10,411
FEDERAL INCOME TAX	$128,029
PARKING	$1,067	$533	$534
PARKING - MONTHLY	$8,970	$3,588	$5,382
PHONE	$1,889	$755	$1,134
WEBSITE	$518		$518

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
OTHER INCOME	$432,431
UBTI INCOME/(LOSS) FROM K-1S	-$31,337

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDesc	BOY Book ValueBOYBookValueAmt	EOY Book ValueEOYBookValueAmt
PAYROLL TAXES WITHHELD AND ACCRUED	$3,427	$3,515
DUE TO BROKERS	$953,301

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	OTHER PROFESSIONAL FEES	CategoryTxt
Amt	$7,115	Amt
Net Investment Income	$5,692	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$1,423	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES	$11,402	$11,402
FOREIGN TAXES FROM PSHIP K-1S		$78,892