TRADEWIND GROUP FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- TRADEWIND GROUP FOUNDATION (EIN 71-0894475)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-03-18
- IRS object ID
- 202200779349100300
- Schema version
- 2021v4.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-03-18T00:57:26-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 261659234 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CW ASSOCIATES CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 BISHOP STREET SUITE 1040 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96813 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 710894475 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ISLAND INSURANCE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ISLA | BusinessNameControlTxt |
| Phone | 8085648309 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 MERCHANT STREET 2000 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96813 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANA M TOKIOKA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8085648309 | PhoneNum |
| Signature | 2022-03-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DANA | PersonFirstNm |
| Person Last | TOKIOKA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK A HAYES | PreparerPersonNm |
| PTIN | P00085205 | PTIN |
| Phone | 8085311040 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $27,575,707 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,564,750 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $658,121 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $658,121 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $502,496 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,582,355 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $502,496 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,000 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,726,367 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,160,617 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $43,924 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $21,962 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $21,962 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $4,682 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $2,341 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $2,341 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,675 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $837 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $838 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $804 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $401 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $403 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,589 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,062 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,531 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,531 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,367 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $683 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $684 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $62,103 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,755 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $27,759 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,000,967 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,000,967 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,063,070 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,755 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,028,726 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,663,297 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,132,862 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Corporate Stock BOY | $23,117,650 | CorporateStockBOYAmt |
| Corporate Stock EOY | $25,997,992 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $25,997,992 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $251,690 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,567,471 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,567,471 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $11,360 | OtherAssetsBOYAmt |
| Other Assets EOY | $10,244 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $10,244 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $23,380,700 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,575,707 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $27,575,707 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $23,380,700 | RetainedEarningBOYAmt |
| Retained Earning EOY | $27,575,707 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $23,380,700 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $27,575,707 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $23,380,700 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $27,575,707 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $23,380,700 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,663,297 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,531,710 | OtherIncreasesAmt |
| Subtotal | $27,575,707 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $27,575,707 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $3,582,355 | GrossSalesPriceAmt |
| Cost Or Other Basis | $3,079,859 | CostOrOtherBasisAmt |
| Gain Or Loss | $502,496 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $502,496 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $502,496 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $502,496 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,747 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $15,747 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $15,747 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,392 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,392 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $126 | EsPenaltyAmt |
| Tax Due | $7,481 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | HI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ISLAND INSURANCE FOUNDATION | IndividualWithBooksNm |
| Phone | 8085648309 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 MERCHANT ST SUITE 2000 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96813 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| FRANKLIN M TOKIOKA | ||||||||
| 201 MERCHANT STREET SUITE 2000 | HONOLULU | HI | 96813 | INCORPORATOR/DIRECTOR | 1.00 | $0 | $0 | $0 |
| COLBERT M MATSUMOTO | ||||||||
| PO BOX 1520 | HONOLULU | HI | 96806 | CHAIRMAN/DIRECTOR | 1.00 | $0 | $0 | $0 |
| LIONEL Y TOKIOKA | ||||||||
| 1022 BETHEL STREET | HONOLULU | HI | 96813 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| TYLER M TOKIOKA | ||||||||
| 1022 BETHEL STREET | HONOLULU | HI | 96813 | SECRETARY/DIRECTOR | 1.00 | $0 | $0 | $0 |
| SCOTT A KUIOKA | ||||||||
| 1022 BETHEL STREET | HONOLULU | HI | 96813 | TREASURER | 1.00 | $0 | $0 | $0 |
| DANA M TOKIOKA | ||||||||
| 201 MERCHANT STREET SUITE 2050 | HONOLULU | HI | 96813 | PRESIDENT/EXECUTIVE DIRECTOR | 10.00 | $43,924 | $0 | $0 |
| 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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $25,276,995 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $25,276,995 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $25,276,995 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $379,155 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $24,897,840 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,244,892 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,244,892 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,747 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,747 | TotalTaxAmt |
| Distributable Before Adj | $1,229,145 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $1,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,230,145 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,230,145 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,028,726 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,028,726 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,230,145 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $983,791 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,028,726 | QualifyingDistributionsAmt |
| Applied To Year1 | $983,791 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $44,935 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,185,210 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ISLAND INSURANCE FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 MERCHANT ST SUITE 2000 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96813 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8085648309 | RecipientPhoneNum |
| Form And Info And Materials | LETTER TO FOUNDATION STATING REQUEST AND PURPOSE OF ORGANIZATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | OPEN YEAR ROUND | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (102 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AFTER-SCHOOL ALL-STARS HAWAII | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $3,500 |
| AHAHUI KOA ANUENUE | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $1,500 |
| ALOHA COUNCIL BOY SCOUTS | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $1,000 |
| ALOHA UNITED WAY | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $12,500 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $3,000 |
| AMERICAN HEART ASSOCIATION | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $32,040 |
| AMERICAN LUNG ASSOCIATION OF HAWAII | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $5,000 |
| AMERICAN RED CROSS | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $15,100 |
| BALLET HAWAII | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $3,000 |
| BETA BETA GAMMA FOUNDATION | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $5,000 |
| BLESSED HOPE CHRISTIAN MISSION | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $500 |
| BLOOD BANK OF HAWAII | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $100,000 |
| BOYS AND GIRLS CLUB OF HAWAII | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $2,000 |
| CAT PEOPLE OF OAHU | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $300 |
| CENTER FOR TOMORROW'S LEADERS | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $30,000 |
| CHAMINADE UNIVERSITY | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $5,000 |
| CHANCE FOR HOPE FOUNDATION | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $250 |
| CHOZENJIINTERNATIONAL ZEN DOJO | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $500 |
| COMMUNITY YOUTH CENTER OF SAN FRANCISCO | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $10,000 |
| DAIHONZAN CHOZEN-JI | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $125,500 |
| DOWNTOWN ARTS CENTER | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $10,000 |
| FEEDING HAWAII TOGETHER | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $5,000 |
| FILIPINO COMMUNITY CENTER | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $2,500 |
| GIRL SCOUT COUNCIL OF HAWAII | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $19,320 |
| GOODWILL INDUSTRIES OF HAWAII INC | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $5,000 |
| GRASSROOTS INSTITUTE OF HAWAII | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $10,000 |
| GREAT ALOHA RUN | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $7,600 |
| HANDS IN HELPING OUT | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $2,000 |
| HAWAII ACADEMY OF SCIENCE | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $5,000 |
| HAWAII AGRICULTURE FOUNDATION | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $5,000 |
| HAWAII ALLIANCE OF NONPROFIT ORGANIZATIONS | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $3,000 |
| HAWAII CHILDREN'S CANCER FOUNDATION | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $500 |
| HAWAII COMMUNITY FOUNDATION | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $35,600 |
| HAWAII ELITE 2G BASEBALL | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $500 |
| HAWAII EXECUTIVE COLLABORATIVE | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $50,000 |
| HAWAII FOODBANK | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $1,100 |
| HAWAII INTERNATIONAL FILM FESTIVAL | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $2,500 |
| HAWAII MEALS ON WHEELS | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $50 |
| HAWAII PUBLIC RADIO | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $25,000 |
| HAWAII THEATRE CENTER | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $250 |
| HAWAII UNITED OKINAWA ASSOCIATION | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $10,000 |
| HAWAII YOUTH SYMPHONY | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $7,500 |
| HAWAIIAN HUMANE SOCIETY | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $450 |
| HELPING HANDS HAWAII | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $5,250 |
| HONOLULU CHRISTIAN CHURCH | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $376 |
| HONOLULU GAY & LESBIAN | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $2,500 |
| HONOLULU THEATRE FOR YOUTH | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $3,500 |
| HONPA HONGWANJI MISSION OF HAWAII | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $5,100 |
| HO'OLA NA PUA | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $5,000 |
| INSTITUTE OF HUMAN SERVICES | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $100 |
| IOLANI SCHOOL | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $600 |
| JAPANAMERICA SOCIETY OF HAWAII | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $6,000 |
| JAPANESE AMERICAN NATIONAL MUSEUM | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $5,000 |
| JAPANESE CULTURAL CENTER OF HAWAII | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $18,250 |
| KAHO'OMIKI | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $2,500 |
| KAPIOLANI HEALTH FOUNDATION | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $3,000 |
| KUMU KAHUA THEATRE | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $5,000 |
| KUPU | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $5,000 |
| LANAI HIGH AND ELEMENTARY SCHOOL | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $10,000 |
| LANAKILA PACIFIC (MEALS ON WHEELS) | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $5,600 |
| LEGAL AID SOCIETY OF HAWAII | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $500 |
| MADD | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $1,500 |
| MAKE-A-WISH FOUNDATION | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $4,804 |
| MANOA HERITAGE CENTER | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $10,000 |
| MAUI HEALTH FOUNDATION | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $5,850 |
| MEDIATION CENTER OF THE PACIFIC | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $15,000 |
| MICHAELS COMMUNITY SERVICE CORPORATION | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $2,500 |
| NAVY LEAGUE OF THE UNITED STATES HONOLULU COUNCIL | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $10,000 |
| NISEI VETERANS MEMORIAL CENTER | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $2,500 |
| OAHU ECONOMIC DEVELOPMENT BOARD | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $25,000 |
| PACIFIC BUDDHIST ACADEMY | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $2,500 |
| PALOLO CHINESE HOME | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $12,000 |
| PATCH | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $100 |
| PROJECT HAWAII INC | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $150 |
| PUNAHOU SCHOOL | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $1,900 |
| PURPLE MAI'A FOUNDATION | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $7,500 |
| QUEEN'S MEDICAL CENTER | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $10,000 |
| SHIDLER COLLEGE OF BUSINESS | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $10,977 |
| SHRINERS HOSPITALS FOR CHILDREN - HONOLULU | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $100 |
| SHRM FOUNDATION | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $250 |
| ST ANDREW'S SCHOOLS (FKA ST ANDREW'S PRIORY) | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $10,100 |
| ST FRANCIS HEALTHCARE FOUNDATION OF HAWAII | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $2,500 |
| TAIKO ARTS CENTER | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $1,000 |
| TAX FOUNDATION | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $2,500 |
| TEACH FOR AMERICA | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $30,000 |
| THE HAWAII JAPANESE SCHOOL | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $500 |
| THE TRUST FOR PUBLIC LAND | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $10,000 |
| UNITED STATES JAPAN COUNCIL | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $25,000 |
| UNIVERISTY OF PORTLAND | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $150 |
| UNIVERSITY OF HAWAII FOUNDATION - BUSINESS EXEC SOCIETY (SCHOLARSHIP FUND) | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $250 |
| UNIVERSITY OF HAWAII FOUNDATION - CANCER CENTER | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $50,000 |
| UNIVERSITY OF HAWAII FOUNDATION - MATCHING DONATION | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $700 |
| UNIVERSITY OF HAWAII FOUNDATION - MEN'S BASKETBALL | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $4,000 |
| UNIVERSITY OF HAWAII FOUNDATION - SHIDLER SCHOOL OF BUSINESS (HI DISTINGUIS | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $1,000 |
| UNIVERSITY OF HAWAII FOUNDATION - SHIDLER SCHOOL OF BUSINESS (PACE PITCH) | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $7,500 |
| UNIVERSITY OF HAWAII FOUNDATION - UHERO | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $25,000 |
| UNIVERSITY OF ROCHESTER | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $50 |
| UNIVESITY OF HAWAII FOUNDATION - SHIDLER SCHOOL OF BUSINESS (RISE PROJECT) | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $50,000 |
| WAI'ALAE SCHOOL | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $250 |
| YMCA OF HONOLULU | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $3,000 |
| YOUTH IMPACT PROGRAM | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $3,000 |
| YWCA OF OAHU | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,000,967 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| HANDS IN HELPING OUT | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $16,000 |
| UH FOUNDATION - UHERO GRANT | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $50,000 |
| HOUSING HAWAII'S FUTURE | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $20,000 |
| PACIFIC ASIAN CENTER FOR ENTERPRENEURSHIP | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $200,000 |
| AMERICAN HEART ASSOCIATION | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $361,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $658,121 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $502,496 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF GRANT | Desc |
| Related Or Exempt Function Incm | $1,000 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,160,617 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,000 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,161,617 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11 | LineNumberTxt |
| Relationship Statement | RETURN OF GRANT. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ISLAND HOLDINGS INC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1520 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96806 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,564,750 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | CENTRAL PACIFIC FIN CORP - 55,000 SHARES AT $28.45 PER SHARE | NoncashPropertyDesc |
| Fair Market Value | $1,564,750 | FairMarketValueAmt |
| Received | 2021-11-03 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,675 | Amt |
| Net Investment Income | $837 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $838 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | RAYMOND JAMES | StockNm |
| EOY Book Value | $25,997,992 | EOYBookValueAmt |
| EOYFMV | $25,997,992 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | RAYMOND JAMES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,567,471 | BookValueAmt |
| EOYFMV | $1,567,471 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INVESTMENT INCOME | Desc |
| BOY Book Value | $11,360 | BOYBookValueAmt |
| EOY Book Value | $10,244 | EOYBookValueAmt |
| EOYFMV | $10,244 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADVERTISING | $1,000 | $500 | $0 | $500 |
| INSURANCE | $363 | $181 | $0 | $182 |
| MISCELLANEOUS | $4 | $2 | $0 | $2 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF GRANT | Desc |
| Revenue And Expenses Per Books | $1,000 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAINS (LOSSES) | Desc |
| Amt | $2,531,710 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGER & BANK FEES | $649 | $324 | $0 | $325 |
| OUTSOURCES SERVICES | $155 | $77 | $0 | $78 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ISLAND HOLDINGS INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1520 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96806 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER TAXES | CategoryTxt |
| Amt | $6,589 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments