HISTORIC HAWAII FOUNDATION: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HISTORIC HAWAII FOUNDATION (EIN 23-7441972)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-10-07
- IRS object ID
- 202212809349301901
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-07T18:32:49-05:00 | 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 | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237441972 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HISTORIC HAWAI'I FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HIST | BusinessNameControlTxt |
| Phone | 8085232900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1658 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 968061658 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIERSTEN FAULKNER | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 8085232900 | PhoneNum |
| Signature | 2022-10-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KIERSTEN | PersonFirstNm |
| Person Last | FAULKNER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MELANIE A KING | PreparerPersonNm |
| PTIN | P00220997 | PTIN |
| Phone | 8085311040 | PhoneNum |
| Preparation | 2022-10-07 | PreparationDt |
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 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KIERSTEN FAULKNER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1658 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 968061658 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,623,778 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HISTORICHAWAII.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1974 | FormationYr |
| Legal Domicile State | HI | LegalDomicileStateCd |
| Activity Or Mission | TO ENCOURAGE THE PRESERVATION OF HISTORIC BUILDINGS AND SITES IN HAWAI'I. | ActivityOrMissionDesc |
| Voting Members Governing Body | 29 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 29 | VotingMembersIndependentCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Total Volunteers | 102 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,533,418 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,150,322 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $82,130 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $62,186 | CYProgramServiceRevenueAmt |
| PY Investment Income | $59,990 | PYInvestmentIncomeAmt |
| CY Investment Income | $49,492 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,764 | PYOtherRevenueAmt |
| CY Other Revenue | $395 | CYOtherRevenueAmt |
| PY Total Revenue | $1,677,302 | PYTotalRevenueAmt |
| CY Total Revenue | $1,262,395 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $526,500 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $433,750 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $339,393 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $353,275 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $32,507 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $194,608 | PYOtherExpensesAmt |
| CY Other Expenses | $203,177 | CYOtherExpensesAmt |
| PY Total Expenses | $1,060,501 | PYTotalExpensesAmt |
| CY Total Expenses | $990,202 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $616,801 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $272,193 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,292,676 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,591,431 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $31,540 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $31,239 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,261,136 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,560,192 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PRESERVE AND ENCOURAGE THE PRESERVATION OF HISTORIC BUILDINGS, OBJECTS, AND SITES RELATING TO THE HISTORY OF HAWAII; TO PROMOTE AN AWARENESS OF AND RESPECT FOR ALL THAT IS HISTORICALLY SIGNIFICANT AND ARCHITECTURALLY DISTINCTIVE IN OUR STATE; AND THROUGH THESE EFFORTS, TO KEEP ALIVE AND INTACT FOR THE ENRICHMENT OF PRESENT AND FUTURE GENERATIONS THE INHERENT BEAUTY OF THE HAWAIIAN ISLANDS AND THE UNIQUE HISTORIC ROLE OF THE ISLANDS IN THE DEVELOPMENT OF THE PACIFIC BASIN. | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $621,798 | ExpenseAmt |
| Grant | $433,750 | GrantAmt |
| Revenue | $59,994 | RevenueAmt |
| Desc | PRESERVATION PROJECTS AND TECHNICAL ASSISTANCE: FIELD SERVICES FOR ON-SITE PRESERVATION ASSISTANCE, INCLUDING INFORMATION ABOUT STANDARDS AND GUIDELINES, BEST PRACTICES, AND PROFESSIONAL AND FUNDING RESOURCES; REVIEW OF DEVELOPMENT PROPOSALS TO RECOMMEND MEASURES TO AVOID, MINIMIZE AND MITIGATE ADVERSE EFFECTS TO HISTORIC PROPERTIES; INTEGRATING PRESERVATION INTO SIGNIFICANT URBAN PLANNING AND RURAL DEVELOPMENT LONG-RANGE PLANS. PROGRAM SERVICES INCLUDED GRANT ADMINISTRATION FOR 16 PRESERVATION GRANTS TO OTHERS, RESPONDING TO 638 INQUIRIES AT 190 HISTORIC SITES STATEWIDE, ANNUAL MONITORING OF THREE PRESERVATION EASEMENTS, AND SERVING ON ADVISORY GROUPS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $170,139 | ExpenseAmt |
| Revenue | $2,587 | RevenueAmt |
| Desc | PUBLIC EDUCATION: DEVELOP A COMMUNITY ETHIC OF PRESERVATION THROUGH TOURS, LECTURES, SEMINARS AND WORKSHOPS, PUBLICATIONS, AND HISTORIC SITE RESEARCH. PROGRAM SERVICES INCLUDED 11 PUBLIC PRESENTATIONS; SIX VIRTUAL SEMINARS ON PRESERVATION PROCESSES AND BEST PRACTICES; HANDS-ON TRADITIONAL TRADES TRAINING RESEARCH AND ONLINE PUBLICATION OF DESIGNATED HISTORIC SITES, PRESERVATION AWARDS TO RECOGNIZE ACHIEVEMENTS, AND PUBLICATIONS ON HISTORIC SITES, ARCHITECTURE AND DESIGN. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $89,546 | ExpenseAmt |
| Desc | PUBLIC OUTREACH AND ADVOCACY: PROMOTE PRESERVATION OF HAWAII'S HERITAGE THROUGH POLICY DEVELOPMENT AND ADVOCACY FOR FEDERAL, STATE AND LOCAL LAWS AND REGULATIONS, ECONOMIC INCENTIVE PROGRAMS, PUBLIC PLANS, COMMISSIONS AND ADVISORY GROUPS; LEADING AND FACILITATING PUBLIC AWARENESS EFFORTS; AND BUILDING COALITIONS OF HISTORIC PRESERVATION ALLIANCES. PROGRAM SERVICES INCLUDE MONITORING AND RESPONDING TO PROPOSED LEGISLATION RELATED TO PRESERVATION, PLANNING, ENVIRONMENT AND RELATED TOPICS AND SUBMITTING TESTIMONY OR COMMENTS ON EFFECTS TO HISTORIC PROPERTIES FROM PROPOSED ACTIONS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $881,483 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | Yes (1) | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 5 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 4 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 29 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 29 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIERSTEN FAULKNER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8085232900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 680 IWILEI ROAD SUITE 690 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96817 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| VERNON WONG | ||||||
| TRUSTEE & PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| WENDIE MCALLASTER | ||||||
| TRUSTEE & FIRST VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DONNA KALAMA | ||||||
| TRUSTEE & SECOND VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOANNA OSHIRO | ||||||
| TRUSTEE & TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CHRISTINE RUOTOLA | ||||||
| TRUSTEE & SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LEONARD ISOTOFF | ||||||
| TRUSTEE & AT LARGE OFFICER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KEKOA KALUHIWA | ||||||
| TRUSTEE & AT LARGE OFFICER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RICK KIEFER | ||||||
| TRUSTEE & AT LARGE OFFICER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RICKY CHING | ||||||
| TRUSTEE & PAST PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JEREMY BALDWIN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MAENETTE BENHAM | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LINDA CHIU | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JULIETTE COOKE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WILL CROWLEY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROSEMARY FAZIO | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PATRICIA GRIFFIN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HALLETT HAMMATT | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ALLEN HOE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISTOPHER HONG | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LEHUA KAUHANE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES KELLY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KAWIKA MCKEAGUE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROY MURAI | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES NIESS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NICOLE OKUNA | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WENDY PETERSON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GREGORY PIETSCH | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BARBARA SHIDELER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS WITTEN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DONNE DAWSON | ||||||
| FORMER TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| J SCOTT MEIDELL | ||||||
| FORMER TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JENNIFER ZELKO-SCHLUETER | ||||||
| FORMER TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KIERSTEN FAULKNER | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $111,000 | $0 | $13,664 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $111,000 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $13,664 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $114,073 | MembershipDuesAmt |
| Government Grants | $90,048 | GovernmentGrantsAmt |
| All Other Contributions | $946,201 | AllOtherContributionsAmt |
| Total Contributions | $1,150,322 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TECHNICAL ASSISTANCE | 611710 | $60,739 | $60,739 |
| PUBLIC EDUCATION | 611710 | $1,447 | $1,447 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $62,186 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,775 | TotalRevenueColumnAmt |
| Exclusion | $19,775 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $390,355 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $360,638 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $29,717 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,717 | TotalRevenueColumnAmt |
| Exclusion | $29,717 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $1,140 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $745 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $395 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $395 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,262,395 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $62,581 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $49,492 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $393,750 | TotalAmt |
| Program Services | $393,750 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,000 | TotalAmt |
| Program Services | $40,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,664 | TotalAmt |
| Program Services | $102,224 | ProgramServicesAmt |
| Management And General | $13,714 | ManagementAndGeneralAmt |
| Fundraising | $8,726 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $200,732 | TotalAmt |
| Program Services | $166,375 | ProgramServicesAmt |
| Management And General | $20,996 | ManagementAndGeneralAmt |
| Fundraising | $13,361 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,639 | TotalAmt |
| Program Services | $3,804 | ProgramServicesAmt |
| Management And General | $510 | ManagementAndGeneralAmt |
| Fundraising | $325 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,240 | TotalAmt |
| Program Services | $19,057 | ProgramServicesAmt |
| Management And General | $2,556 | ManagementAndGeneralAmt |
| Fundraising | $1,627 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,744 | TotalAmt |
| Management And General | $23,744 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,688 | TotalAmt |
| Management And General | $1,688 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,560 | TotalAmt |
| Program Services | $47,185 | ProgramServicesAmt |
| Management And General | $1,451 | ManagementAndGeneralAmt |
| Fundraising | $924 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,608 | TotalAmt |
| Program Services | $27,559 | ProgramServicesAmt |
| Management And General | $3,579 | ManagementAndGeneralAmt |
| Fundraising | $2,470 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,328 | TotalAmt |
| Program Services | $20,919 | ProgramServicesAmt |
| Management And General | $2,695 | ManagementAndGeneralAmt |
| Fundraising | $1,714 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136 | TotalAmt |
| Program Services | $136 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,540 | TotalAmt |
| Program Services | $2,083 | ProgramServicesAmt |
| Management And General | $279 | ManagementAndGeneralAmt |
| Fundraising | $178 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,255 | TotalAmt |
| Program Services | $6,769 | ProgramServicesAmt |
| Management And General | $908 | ManagementAndGeneralAmt |
| Fundraising | $578 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PRESERVATION COSTS | $57,256 | $50,750 | $3,976 | $2,530 |
| OTHER EXPENSES | $1,062 | $872 | $116 | $74 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $990,202 | TotalAmt |
| Program Services | $881,483 | ProgramServicesAmt |
| Management And General | $76,212 | ManagementAndGeneralAmt |
| Fundraising | $32,507 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,146 | BOYAmt |
| EOY | $45,583 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $564,325 | BOYAmt |
| EOY | $131,674 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $162,367 | BOYAmt |
| EOY | $110,900 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $14,236 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,405 | BOYAmt |
| EOY | $8,869 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $69,278 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $62,207 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,841 | BOYAmt |
| EOY | $7,071 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,510,517 | BOYAmt |
| EOY | $2,273,023 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75 | BOYAmt |
| EOY | $75 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,292,676 | BOYAmt |
| EOY | $2,591,431 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,540 | BOYAmt |
| EOY | $31,239 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,540 | BOYAmt |
| EOY | $31,239 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $659,782 | BOYAmt |
| EOY | $806,178 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,601,354 | BOYAmt |
| EOY | $1,754,014 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,261,136 | BOYAmt |
| EOY | $2,560,192 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,292,676 | BOYAmt |
| EOY | $2,591,431 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $272,193 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $26,863 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $836,548 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $836,726 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,074,932 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,533,418 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,150,322 | CurrentTaxYearAmt |
| Total | $5,431,946 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $57,947 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $82,352 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $104,777 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $83,894 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $63,326 | CurrentTaxYearAmt |
| Total | $392,296 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $82,445 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $70,275 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $55,243 | CurrentTaxYearMinus2YearsAmt |
| Total | $207,963 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $976,940 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $989,353 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,234,952 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,617,312 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,213,648 | CurrentTaxYearAmt |
| Total | $6,032,205 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $51,770 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $37,670 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $62,166 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $43,498 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $38,478 | CurrentTaxYearAmt |
| Total | $233,582 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $51,770 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $37,670 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $62,166 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $43,498 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $38,478 | CurrentTaxYearAmt |
| Total | $233,582 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $5,798,623 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,034 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,414 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,741 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,404 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,775 | CurrentTaxYearAmt |
| Total | $96,368 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,034 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,414 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,741 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,404 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,775 | CurrentTaxYearAmt |
| Total | $96,368 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $987,974 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,007,767 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,259,693 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,639,716 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,233,423 | CurrentTaxYearAmt |
| Total | $6,128,573 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.94620 | PublicSupportCY509Pct |
| Public Support PY509 | 0.93880 | PublicSupportPY509Pct |
| Investment Income CY | 0.01570 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01580 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION: BEQUEST DATE: 11/06/17 AMOUNT: 100000. DESCRIPTION: BEQUEST DATE: 12/01/18 AMOUNT: 100000. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,400 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,400 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $880,083 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $881,483 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $157,222 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $39,306 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $119,672 | CurrentYearMinus3Amt |
| Current Year Minus2 | $133,173 | CurrentYearMinus2Amt |
| Current Year Minus1 | $166,136 | CurrentYearMinus1Amt |
| Current Year | $157,222 | CurrentYearAmt |
| Total | $576,203 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $864,305 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $750 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,510 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,550 | CurrentYearMinus1Amt |
| Current Year | $1,400 | CurrentYearAmt |
| Total | $5,210 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $29,918 | CurrentYearMinus3Amt |
| Current Year Minus2 | $33,293 | CurrentYearMinus2Amt |
| Current Year Minus1 | $41,534 | CurrentYearMinus1Amt |
| Current Year | $39,306 | CurrentYearAmt |
| Total | $144,051 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $216,077 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Historic Structure | Yes (X) | HistoricStructureInd |
| Total Easements | 3 | TotalEasementsCnt |
| Historic Structure Easements | 3 | HistoricStructureEasementsCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | 0 | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 25.00 | StaffHoursSpentEnforcementCnt |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $340,495 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $29,056 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $29,056 | OtherExpendituresAmt |
| End Year Balance | $340,495 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $340,495 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $21,388 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $21,388 | OtherExpendituresAmt |
| End Year Balance | $340,495 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $339,789 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $42,569 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $41,863 | OtherExpendituresAmt |
| End Year Balance | $340,495 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $286,214 | BeginningYearBalanceAmt |
| Contributions | $60,000 | ContributionsAmt |
| Investment Earnings Or Losses | $2,034 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $8,459 | OtherExpendituresAmt |
| End Year Balance | $339,789 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $282,533 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $28,231 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $24,550 | OtherExpendituresAmt |
| End Year Balance | $286,214 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.29369 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.70631 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $64,995 | OtherCostOrOtherBasisAmt |
| Depreciation | $57,924 | DepreciationAmt |
| Book Value | $7,071 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,283 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,283 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $7,071 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,169,743 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $26,863 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $34,833 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $61,696 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,108,047 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,688 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $152,660 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $154,348 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,262,395 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,023,347 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $34,833 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $34,833 | ExpensesNotReportedAmt |
| Expenses Subtotal | $988,514 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $1,688 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $1,688 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $990,202 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 9: | PRESERVATION EASEMENTS ARE LEGALLY BINDING DOCUMENTS, WHICH REQUIRE THAT HISTORIC PROPERTIES BE PRESERVED AND MAINTAINED. IN AUGUST 2011, A PRESERVATION AND CONSERVATION EASEMENT FOR THE FRED C. BALDWIN MEMORIAL HOME (HOME) IN MAKAWAO, MAUI, HAWAII, WAS DONATED TO THE FOUNDATION. THE PURPOSE OF THE EASEMENT WAS TO ASSURE THAT THE ARCHITECTURAL, HISTORIC, CULTURAL, AND AESTHETIC FEATURES OF THE BUILDING'S EXTERIOR WILL BE RETAINED AND MAINTAINED FOREVER SUBSTANTIALLY IN THEIR APPEARANCE AND CONDITION AS THEY EXIST ON THE EFFECTIVE DATE OF THE EASEMENT FOR CONSERVATION AND PRESERVATION PURPOSES, AND TO PREVENT ANY USE OR CHANGE OF THE EASEMENT AREA THAT WILL SIGNIFICANTLY IMPACT OR INTERFERE WITH THE VISUAL BUFFER THAT THE EASEMENT AREA CREATES AROUND THE HOME. THE FOUNDATION, AS HOLDER OF THIS EASEMENT, IS CHARGED WITH MAKING SURE THE HOME'S EXTERIOR IS PRESERVED IN SUBSTANTIALLY THE SAME OR BETTER CONDITION AS EXISTED ON THE EFFECTIVE DATE OF THE EASEMENT; HOWEVER, THE OWNER OF THE HOME WILL DECIDE HOW IT IS TO BE USED AND WILL BE RESPONSIBLE FOR FINANCING ITS PRESERVATION. THE EASEMENT PROVIDES THE FOUNDATION WITH A VESTED REAL PROPERTY INTEREST IN THE PROPERTY THAT WAS NOT RECOGNIZED IN THE ACCOMPANYING FINANCIAL STATEMENTS BECAUSE A MAJOR UNCERTAINTY EXISTS ABOUT THE EXISTENCE OF VALUE, AND THE EASEMENT HAS NO ALTERNATIVE USE. PREVIOUSLY, A PARCEL OF PROPERTY WAS DONATED TO THE UNIVERSITY OF HAWAII BY THE ESTATE OF JEAN CHARLOT WITH A STIPULATION THAT THE FOUNDATION BE GIVEN A PRESERVATION AND CONSERVATION EASEMENT TO ASSIST IN PRESERVING AND MAINTAINING THE PROPERTY AND ITS ARCHITECTURAL, HISTORIC, AND CULTURAL FEATURES FOR THE BENEFIT OF THE PEOPLE OF HONOLULU. THE RESPONSIBILITY OF THE FOUNDATION, AS HOLDER OF THIS EASEMENT, IS TO REVIEW ANY PROPOSED CHANGES TO THE BUILDING ON THE PARCEL TO ASSURE THE CHANGES DO NOT AFFECT THE HISTORICAL INTEGRITY OF THE BUILDING. THE FOUNDATION IS ALSO CHARGED WITH MAKING SURE THE BUILDING RECEIVES APPROPRIATE MAINTENANCE AND REPAIR; HOWEVER, THE UNIVERSITY, AS OWNER OF THE HOUSE, WILL DECIDE HOW IT IS TO BE USED AND WILL BE RESPONSIBLE FOR FINANCING ITS PRESERVATION. THE EASEMENT PROVIDES THE FOUNDATION WITH A VESTED REAL PROPERTY INTEREST IN THE PROPERTY THAT WAS NOT RECOGNIZED IN THE ACCOMPANYING FINANCIAL STATEMENTS BECAUSE A MAJOR UNCERTAINTY EXISTS ABOUT THE EXISTENCE OF VALUE, AND THE EASEMENT HAS NO ALTERNATIVE USE. IN JULY 2022, THE UNIVERSITY OF HAWAI'I NOTIFIED HHF THAT THE UNIVERSITY WAS IN THE PROCESS OF RETURNING THE PROPERTY TO THE CHARLOT FAMILY. THE TERMS OF THE EASEMENT SURVIVE ANY PROPERTY TRANSFER AND WILL REMAIN IN EFFECT. HHF'S OBLIGATIONS DO NOT CHANGE, BUT THE NEW OWNER WILL BE RESPONSIBLE FOR THE BUILDING'S USE AND FINANCING ITS PRESERVATION. DURING THE YEAR ENDED DECEMBER 31, 2018, A PRESERVATION EASEMENT WAS DONATED TO THE FOUNDATION BY DEARBORN 535 LLC. THE RESPONSIBILITY OF THE FOUNDATION, AS HOLDER OF THIS EASEMENT, IS TO ENSURE THAT ALL WORK IS CONSISTENT WITH THE SECRETARY OF INTERIOR'S STANDARDS FOR THE REHABILITATION OF HISTORIC PROPERTIES AND THE HISTORIC BUILDING, SITE, AND FEATURES, ARE PRESERVED IN PERPETUITY. THE OWNER OF THE BUILDING WILL RETAIN RIGHTS, INCLUDING ACCESS, USE, AND ENJOYMENT OF THE BUILDING AND IS RESPONSIBLE FOR MAINTENANCE, COMPLIANCE WITH CODES, AND OTHER LIABILITIES. THE EASEMENT PROVIDES THE FOUNDATION WITH A VESTED REAL PROPERTY INTEREST IN THE PROPERTY THAT WAS NOT RECOGNIZED IN THE ACCOMPANYING FINANCIAL STATEMENTS BECAUSE A MAJOR UNCERTAINTY EXISTS ABOUT THE EXISTENCE OF VALUE AS THE EASEMENT HAS NO ALTERNATIVE USE. |
| PART V, LINE 4: | HISTORIC HAWAII FOUNDATION (HHF) HOLDS TWO ENDOWMENTS, TOTALING $240,495. THE BRETZLAFF FOUNDATION ENDOWMENT ($225,000) WAS ESTABLISHED IN 1998 TO PROVIDE SUPPORT FOR THE OPERATIONS AND ACTIVITIES OF THE FOUNDATION. THE HHF ENDOWMENT ($15,495) WAS ESTABLISHED TO PROVIDE A CONTINUOUS SOURCE OF FUNDING FOR THE FOUNDATION'S OPERATIONS OVER THE LONG TERM. DURING THE YEAR OF DECEMBER 31, 2011, THE BOARD OF TRUSTEES OF THE FOUNDATION DESIGNATED $40,000 OF UNRESTRICTED NET ASSETS AS AN EASEMENT STEWARDSHIP ENDOWMENT FUND TO SUPPORT ANNUAL EASEMENT STEWARDSHIP OBLIGATIONS. DURING THE YEAR OF DECEMBER 31, 2018, THE BOARD OF TRUSTEES DESIGNATED AN ADDITIONAL $60,000 OF UNRESTRICTED NET ASSETS TO THE EASEMENT STEWARDSHIP ENDOWMENT FUND. |
| PART X, LINE 2: | U.S. GAAP REQUIRES UNCERTAIN TAX POSITIONS TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS IF THEY ARE MORE LIKELY THAN NOT TO FAIL UPON REGULATORY EXAMINATION. MANAGEMENT HAS EVALUATED THE TAX POSITIONS OF THE FOUNDATION AS OF AND FOR THE YEARS ENDED DECEMBER 31, 2021 AND 2020, AND DETERMINED THAT IT HAD NO UNCERTAIN TAX POSITIONS REQUIRED TO BE REPORTED IN ACCORDANCE WITH U.S. GAAP. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS IN PROGRESS FOR ANY OPEN TAX PERIODS. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | INCREASE IN NET ASSETS WITH DONOR RESTRICTIONS 152,660. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (15 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| HAKALAU JODO MISSION | ||||||||
| PO BOX 236 | HAKALUA | HI | 96710 | 990083836 | 501C3 | $15,000 | $0 | ENGINEERING AND ARCHITECTURE PROFESSIONAL SERVICES FOR PRESERVATION PLAN FOR HISTORIC TEMPLE |
| WAIOLI HUIIA CHURCH | ||||||||
| PO BOX 231 | HANALEI | HI | 96714 | 990098729 | 501C3 | $37,500 | $0 | REPAIR AND RESTORATION OF HISTORIC WAIOLI MISSION HALL AND CHURCH SANTUARY |
| KONA HISTORICAL SOCIETY | ||||||||
| PO BOX 398 | CAPTAIN COOK | HI | 96704 | 990167275 | 501C3 | $8,250 | $0 | REPAIR AND RESTORATION OF KONA COFFEE LIVING HISTORY MUSEUM HOMESTEAD BUILDING |
| FIRST CHINESE CHRISTIAN CHURCH IN HAWAII | ||||||||
| 1054 S KING STREET | HONOLULU | HI | 96814 | 990073487 | 501C3 | $25,000 | $0 | RESTORATION OF STAINED GLASS WINDOWS |
| DAUGHTERS OF HAWAII | ||||||||
| 2913 PALI HWY | HONOLULU | HI | 96817 | 990075505 | 501C3 | $30,000 | $0 | RESTORATION OF QUEEN EMMA SUMMER PALACE MUSEUM |
| MOANALUA COMMUNITY CHURCH | ||||||||
| 4867 BOUGANVILLE DRIVE | HONOLULU | HI | 96818 | 990106042 | 501C3 | $10,000 | $0 | RESTORATION OF STAINED GLASS WINDOWS |
| KOHALA KOBOJI MISSION | ||||||||
| PO BOX 265 | KAPAAU | HI | 96755 | 800961553 | 501C3 | $75,000 | $0 | REHABILITATION OF HISTORIC TEMPLE BUILDING |
| THE KOHALA CENTER | ||||||||
| PO BOX 437462 | KAMUELA | HI | 96743 | 990354676 | 501C3 | $20,000 | $0 | PRESERVATION OF HALA GROVES CULTURAL LANDSCAPE |
| CENTRAL CHRISTIAN CHURCH | ||||||||
| 109 HAILI STREET | HILO | HI | 96720 | 990173011 | 501C3 | $22,500 | $0 | REHABILITATION OF HISTORIC CHURCH SANCTUARY |
| PALACE THEATER | ||||||||
| 38 HAILI STREET | HILO | HI | 96720 | 990352607 | 501C3 | $39,000 | $0 | REHABILITATION OF HISTORIC THEATER |
| CALICA BUILDING LLC | ||||||||
| 46 MAMO ST | HILO | HI | 96720 | 900431438 | $15,000 | $0 | REPAIR AND PAINTING OF HISTORIC CALICA BUILDING | |
| HAWAIIAN SUN INVESTMENTS | ||||||||
| 180 KINOOLE STREET STE 309 | HILO | HI | 96720 | 990309919 | $25,000 | $0 | REPAIR AND PAINTING OF HISTORIC HILO PLAZA BUILDING | |
| FRIENDS OF LILIUOKALANI GARDENS | ||||||||
| PO BOX 5147 | HILO | HI | 96720 | 461992898 | 501C3 | $20,000 | $0 | RESTORATION OF HISTORIC KALKAUA PARK |
| EAST HAWAII CULTURAL CENTER | ||||||||
| 141 KALKAUA ST | HILO | HI | 96720 | 990192768 | 501C3 | $11,500 | $0 | REPAIR AND RESTORE ROOF, EXTERIOR ENVELOPE OF HISTORIC HILO COURTHOUSE BUILDING |
| PACIFIC TSUNAMI MUSEUM | ||||||||
| PO BOX 806 | HILO | HI | 96720 | 990316106 | 501C3 | $40,000 | $0 | REHABILITATION OF HISTORIC MUSEUM |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 13 | Total501c3OrgCnt |
| Total Other Org | 2 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | REPAIR AND PAINTING OF HISTORIC SMALLWOOD BUILDING | GrantTypeTxt |
| Recipient | 1 | RecipientCnt |
| Cash Grant | $40,000 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | HHF DEVELOPED A GRANT REQUEST SUBMITTAL FORM AND CHECKLIST FOR REQUIRED INFORMATION, INCLUDING DESCRIPTION OF ORGANIZATIONAL PROFILE AND CAPACITY, SCOPE OF WORK, QUALIFICATIONS OF PROGRAM PERSONNEL, AND GRANT BUDGET. A PORTION OF THE GRANT FUNDS ARE PROVIDED AT PROJECT INITIATION AND THE FINAL PORTION IS RELEASED ON PROJECT COMPLETION. A FINAL REPORT IS REQUIRED ABOUT THE PROJECT OUTCOMES AND FINANCIAL REPORT. HHF TYPICALLY CONDUCTS A SITE VISIT AT THE ON-SET AND CONCLUSION OF THE PROJECT TO CONFIRM THE SCOPE OF WORK. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 2 | HHF LAUNCHED THE NATIVE HAWAIIAN ORGANIZATION STEWARDSHIP TRAINING PROGRAM TO PARTNER WITH NHOS ON HANDS-ON STEWARDSHIP TRAINING FOR THE PRESERVATION OF HISTORIC AND CULTURAL SITES THAT ARE SIGNIFICANT TO THE NATIVE HAWAIIAN COMMUNITY. THE FUNDING AND TECHNICAL ASSISTANCE WILL SUPPORT COMMUNITY GROUPS, PRACTITIONERS AND CRAFTSMEN COMMITTED TO STRENGTHENING A BROADER UNDERSTANDING AND APPRECIATION OF HAWAIIAN CULTURE THROUGH PLACE-BASED ACTIVITIES AND ENGAGEMENT ON EACH ISLAND. THE INITIATIVE IS A FIVE-YEAR PROGRAM THROUGH A PARTNERSHIP WITH THE U.S. DEPARTMENT OF THE INTERIOR'S NATIONAL PARK SERVICE AND OFFICE OF NATIVE HAWAIIAN RELATIONS. |
| FORM 990, PART V, LINE 2A: | THE ORGANIZATION HAS A CO-EMPLOYMENT ARRANGEMENT WITH ALTRES, WHO IS THE OUTSOURCED HR/PAYROLL PROVIDER AND THE EMPLOYER OF RECORD. THE ORGANIZATION IS THE WORKSITE EMPLOYER. |
| FORM 990, PART VI, SECTION A, LINE 2 | TRUSTEES JEREMY BALDWIN AND WENDY RICE PETERSON HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERS HAVE THE RIGHT TO ELECT THE MEMBERS OF THE GOVERNING BODY AND THE PRESIDENT OF THE BOARD OF TRUSTEES. MEMBERS HAVE THE RIGHT TO AMEND THE BY-LAWS. MEMBERS DO NOT HAVE THE RIGHT TO RECEIVE A SHARE OF THE ORGANIZATION'S ASSETS UPON THE ORGANIZATION'S DISSOLUTION. |
| FORM 990, PART VI, SECTION A, LINE 7A | HISTORIC HAWAII HAS MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE MEMBERS TAKE ACTION ANNUALLY. |
| FORM 990, PART VI, SECTION B, LINE 11B | HISTORIC HAWAII FOUNDATION SHALL ANNUALLY PREPARE REQUIRED FILINGS WITH THE INTERNAL REVENUE SERVICE (FORM 990). THE EXECUTIVE DIRECTOR SHALL FORWARD THE PRE-FINAL FORM 990 TO THE FINANCE COMMITTEE FOR REVIEW AND COMMENT. THE EXECUTIVE DIRECTOR SHALL COMPLETE REVISIONS AS DIRECTED BY THE FINANCE COMMITTEE AND SHALL FORWARD THE FINAL FORM 990 TO THE BOARD OF TRUSTEES FOR REVIEW AND ACCEPTANCE PRIOR TO FILING THE FORM 990 WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH BOARD MEMBER COMPLETES A CONFLICT OF INTEREST DISCLOSURE FORM ANNUALLY. IF IN THE COURSE OF THE ORGANIZATION'S ACTIVITIES, A CONFLICT OF INTEREST ARISES, THE BOARD MEMBER DISCLOSES THE CONFLICT, REFRAINS FROM THE DELIBERATIONS AND ABSTAINS FROM VOTING. IF THERE IS UNCERTAINTY ABOUT WHETHER AN ACTUAL CONFLICT EXISTS, THE BOARD MEMBER DISCLOSES THE CIRCUMSTANCES AND THE REMAINDER OF THE BOARD MAKES A DETERMINATION ABOUT WHETHER THE SITUATION PRESENTS AN ACTUAL OR MATERIAL CONFLICT. DISCLOSURES, CONFLICTS AND THE BOARD MEMBERS' ABSTENTION FROM THE ACTION ARE REPORTED IN THE MEETING MINUTES. |
| FORM 990, PART VI, SECTION B, LINE 15 | LINE 15A: IN ACCORDANCE WITH THE POLICIES OF THE BOARD OF HISTORIC HAWAII FOUNDATION, AN EVALUATION OF CY2020 PERFORMANCE FOR EXECUTIVE DIRECTOR KIERSTEN FAULKNER WAS CONDUCTED FOLLOWING THIS PROCEDURE: THE EVALUATION PROCESS WAS FACILITATED BY THE BOARD EXECUTIVE COMMITTEE, WITH THE OPPORTUNITY FOR PARTICIPATION BY THE ENTIRE BOARD. IN FEBRUARY, A REVIEW OF THE CURRENT JOB DESCRIPTION FOR THE EXECUTIVE DIRECTOR WAS CONDUCTED, AND AN EVALUATION CHECKLIST WAS FINALIZED AND CIRCULATED TO ALL BOARD MEMBERS AND THE EXECUTIVE DIRECTOR. THE EVALUATION CHECKLIST WAS BASED UPON THE JOB DESCRIPTION AND THE ORGANIZATIONAL OBJECTIVES HISTORIC HAWAII FOUNDATION AND ITS STRATEGIC PLAN. THE EVALUATION CHECKLISTS WERE COMPLETED BY BOARD MEMBERS AND A COMPILATION OF THE RESULTS (IN THE FORM OF A COMPOSITE CHECKLIST) WAS PREPARED AND PRESENTED TO THE BOARD IN EXECUTIVE SESSION. THE EXECUTIVE DIRECTOR ALSO PREPARED A SEPARATE SELF EVALUATION, INCLUDING PROPOSED PERFORMANCE OBJECTIVES FOR CY2021. AT ITS MEETING IN EXECUTIVE SESSION THE BOARD REVIEWED THE COMPILATION OF THE EVALUATION CHECKLIST RESULTS AND DISCUSSED AND REACHED CONSENSUS ON EACH ITEM IN THE CHECKLIST AS REFLECTED IN THE COMPILATION. THE BOARD ALSO DISCUSSED THE COMPENSATION OF THE EXECUTIVE DIRECTOR, TAKING INTO ACCOUNT THE CURRENT FINANCIAL CIRCUMSTANCES OF HISTORIC HAWAII FOUNDATION, THE PERFORMANCE OF THE EXECUTIVE DIRECTOR, THE ECONOMY IN HAWAII, THE UNDERSTANDING OF THE BOARD ON COMPENSATION OF EXECUTIVE DIRECTORS/CEOS OF COMPARABLE ORGANIZATIONS IN HAWAII AND THE REGION, AND ANY OTHER CIRCUMSTANCES. THIS PROCESS IS DOCUMENTED IN THE BOARD PRESIDENT'S CONFIDENTIAL FILE. LINE 15B: COMPENSATION FOR DIRECTOR OF DEVELOPMENT, DEVELOPMENT ASSISTANT AND EDUCATION PROGRAM MANAGER ARE DETERMINED BY THE EXECUTIVE DIRECTOR THROUGH THE ANNUAL BUDGET PROCESS, WITH APPROVAL THROUGH THE BOARD OF TRUSTEES AND ITS FINANCE COMMITTEE. COMPENSATION LEVELS ARE DETERMINED BY FACTORS THAT INCLUDE COMPARABLE JOB DESCRIPTIONS AND DUTIES ACROSS THE NONPROFIT SECTOR AND GEOGRAPHIC REGION, INCUMBENT LEVELS OF EDUCATION AND EXPERIENCE, ANNUAL PERFORMANCE ACHIEVEMENTS AND OUTCOMES, THE ORGANIZATION'S FINANCIAL POSITION, AREA MARKET RATES AND COST OF LIVING. COMPENSATION LEVELS ARE DETERMINED ANNUALLY. THE PROCESS IS DOCUMENTED THROUGH THE PERSONNEL FILES AND PAYROLL RECORDS, AND THE CONTEMPORANEOUS MEETING MINUTES FOR THE BOARD AND COMMITTEE. |
| FORM 990, PART VI, SECTION C, LINE 19 | HISTORIC HAWAII FOUNDATION MAINTAINS COPIES OF ALL ORGANIZATIONAL DOCUMENTS, INCLUDING THE ARTICLES OF INCORPORATION, BY-LAWS AND DETERMINATION OF 501(C)(3) TAX EXEMPT STATUS IN PERPETUITY. HISTORIC HAWAII FOUNDATION MAINTAINS COPIES OF ITS ANNUAL FILING WITH THE INTERNAL REVIEW SERVICE (FORM 990), ANNUAL AUDIT OF FINANCIAL STATEMENTS, AND ANNUAL REPORTS FOR A PERIOD OF SIX YEARS. SUCH DOCUMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. |
| FORM 990, PART IX, LINES 7 AND 10: | PAYROLL TAXES ARE INCLUDED ON LINE 7 (OTHER SALARIES AND WAGES) INSTEAD OF LINE 10 (PAYROLL TAXES). |