FIRST HAWAIIAN FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- FIRST HAWAIIAN FOUNDATION (EIN 23-7437822)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202223199349100912
- 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
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T04:14:54-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237437822 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIRST HAWAIIAN BANK FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % FIRST HAWAIIAN BANK | InCareOfNm |
| Business Name Control | FIRS | BusinessNameControlTxt |
| Phone | 8085257777 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 999 BISHOP STREET | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96813 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALTON MURAKAMI | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 8088443713 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ALTON | PersonFirstNm |
| Person Last | MURAKAMI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| 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 | $8,196,160 | 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 | $1,002,004 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $59 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $59 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $59 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $140,462 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $140,393 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $140,462 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $651,029 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,150,869 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $651,029 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $2,392 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $9,984 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $9,984 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,803,538 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $791,481 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $152,897 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $8,202 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $202 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $202 | TaxesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $8,202 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $202 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $202 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,672,234 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,672,234 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,680,436 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $202 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $202 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,672,234 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $123,102 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $791,279 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $152,695 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $736,018 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,744,338 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,744,338 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $50,254 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $31,460 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $31,714 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $439,451 | CorporateStockBOYAmt |
| Corporate Stock EOY | $696,481 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,061,234 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,666,858 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,372,597 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,348,686 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $14,381 | OtherAssetsBOYAmt |
| Other Assets EOY | $10,188 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $10,188 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $7,906,962 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,855,064 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,196,160 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $175,000 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $0 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $175,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $7,731,962 | CapitalStockBOYAmt |
| Capital Stock EOY | $7,855,064 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,731,962 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,855,064 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,906,962 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,855,064 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,731,962 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $123,102 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,855,064 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $7,855,064 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $937,843 | $935,451 | $2,392 | $2,392 |
| PUBLICLY TRADED SECURITIES | P | $6,208,450 | $5,564,389 | $644,061 | $644,061 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $651,029 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $2,392 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,999 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $10,999 | SubtotalAmt |
| Tax Based On Investment Income | $10,999 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,959 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $15,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $24,959 | TotalPaymentsAndCreditsAmt |
| Overpayment | $13,960 | OverpaymentAmt |
| Applied To ES Tax | $13,960 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | HI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIRST HAWAIIAN BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8085257777 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 999 BISHOP STREET | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96813 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (18 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT S HARRISON | ||||||||
| 999 BISHOP STREET | HONOLULU | HI | 96813 | CHAIRMAN AND DIRECTOR | 0 | $0 | $0 | $0 |
| CAMERON W NEKOTA | ||||||||
| 999 BISHOP STREET | HONOLULU | HI | 96813 | PRESIDENT AND DIRECTOR | 0 | $0 | $0 | $0 |
| ALTON A MURAKAMI | ||||||||
| 999 BISHOP STREET | HONOLULU | HI | 96813 | VICE PRESIDENT AND TAX MANAGER | 0 | $0 | $0 | $0 |
| JOEL E RAPPOPORT | ||||||||
| 999 BISHOP STREET | HONOLULU | HI | 96813 | VICE PRES., SEC. AND DIRECTOR | 0 | $0 | $0 | $0 |
| RAVI MALLELA | ||||||||
| 999 BISHOP STREET | HONOLULU | HI | 96813 | TREASURER AND DIRECTOR | 0 | $0 | $0 | $0 |
| WALTER A DODS JR | ||||||||
| 999 BISHOP STREET | HONOLULU | HI | 96813 | CHAIRMAN EMERITUS AND DIRECTOR | 0 | $0 | $0 | $0 |
| ALAN H ARIZUMI | ||||||||
| 999 BISHOP STREET | HONOLULU | HI | 96813 | DIRECTOR | 0 | $0 | $0 | $0 |
| MITCHELL NISHIMOTO | ||||||||
| 999 BISHOP STREET | HONOLULU | HI | 96813 | DIRECTOR | 0 | $0 | $0 | $0 |
| CHRISTOPHER L DODS | ||||||||
| 999 BISHOP STREET | HONOLULU | HI | 96813 | DIRECTOR | 0 | $0 | $0 | $0 |
| GINA O W ANONUEVO | ||||||||
| 999 BISHOP STREET | HONOLULU | HI | 96813 | DIRECTOR | 0 | $0 | $0 | $0 |
| ANTHONY R GUERRERO JR | ||||||||
| 999 BISHOP STREET | HONOLULU | HI | 96813 | DIRECTOR | 0 | $0 | $0 | $0 |
| CORBETT A K KALAMA | ||||||||
| 999 BISHOP STREET | HONOLULU | HI | 96813 | DIRECTOR | 0 | $0 | $0 | $0 |
| IRIS Y MATSUMOTO | ||||||||
| 999 BISHOP STREET | HONOLULU | HI | 96813 | DIRECTOR | 0 | $0 | $0 | $0 |
| DONALD G HORNER | ||||||||
| 999 BISHOP STREET | HONOLULU | HI | 96813 | DIRECTOR | 0 | $0 | $0 | $0 |
| RALPH M MESICK | ||||||||
| 999 BISHOP STREET | HONOLULU | HI | 96813 | DIRECTOR | 0 | $0 | $0 | $0 |
| LANCE MIZUMOTO | ||||||||
| 999 BISHOP STREET | HONOLULU | HI | 96813 | DIRECTOR | 0 | $0 | $0 | $0 |
| NEILL A CHAR | ||||||||
| 999 BISHOP STREET | HONOLULU | HI | 96813 | DIRECTOR | 0 | $0 | $0 | $0 |
| SHARON S BROWN | ||||||||
| 999 BISHOP STREET | HONOLULU | HI | 96813 | DIRECTOR | 0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CHARITABLE GIVING TO EDUC., RELIGIOUS, HEALTH, SOCIAL, CULTURAL & CIVIC ORGS. GRANTS/CONTRIB. WERE MADE TO 61 DONEE ORGS. IN 2021 WITH FUTURE DONATIONS PLEDGED TO 38 ORGS. | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,867,743 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,081,103 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $7,799 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,956,645 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,956,645 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $119,350 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,837,295 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $391,865 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $391,865 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,999 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,999 | TotalTaxAmt |
| Distributable Before Adj | $380,866 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $380,866 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $380,866 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,672,234 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,672,234 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $380,866 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $677,050 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $957,366 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,016,478 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $980,371 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,163,510 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,794,775 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,672,234 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $380,866 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,291,368 | RemainingDistriFromCorpusAmt |
| Total Corpus | $8,086,143 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $677,050 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,409,093 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $957,366 | ExcessFromYear4Amt |
| Excess From Year3 | $1,016,478 | ExcessFromYear3Amt |
| Excess From Year2 | $980,371 | ExcessFromYear2Amt |
| Excess From Year1 | $3,163,510 | ExcessFromYear1Amt |
| Excess From Current Year | $1,291,368 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CAMERON W NEKOTA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 999 BISHOP STREET | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96813 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8085257777 | RecipientPhoneNum |
| Form And Info And Materials | Submit a letter of request detailing the organization's purpose, tax-exempt status, and proposed use of funds. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Applications are accepted at any time. | SubmissionDeadlinesTxt |
| Restrictions On Awards | There are no restrictions. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (62 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| Iolani School | |||||||
| 563 Kamoku Street | Honolulu | HI | 96826 | PC | To support campus expansion (new Kinder-1st Grade Community). | $50,000 | |
| Girl Scouts of Hawaii | |||||||
| 410 Atkinson Drive | Honolulu | HI | 96814 | PC | To support creation of STEM Center for Excellence at Camp Paumalu. | $37,500 | Suite 2E1 Box 3 |
| St Francis Healthcare Foundation of Hawaii | |||||||
| 2228 Liliha Street Suite 205 | Honolulu | HI | 96817 | PC | To support construction of Kupuna Village Quality of Life Center. | $31,250 | |
| YMCA of Honolulu | |||||||
| 1441 Pali Highway | Honolulu | HI | 96813 | PC | To support capital campaign to renovate various facilities. | $37,500 | |
| Ho'ola Na Pua | |||||||
| PO Box 22551 | Honolulu | HI | 96823 | PC | To support renovation of treatment facility for children who are victims of sexual exploitation. | $25,000 | |
| Lyman Museum | |||||||
| 276 Haili Street | Hilo | HI | 96720 | PC | To support redesign and update of Island Heritage Gallery. | $25,000 | |
| North Hawaii Community Hospital | |||||||
| 67-1125 Mamalahoa Highway | Waimea | HI | 96743 | PC | To support construction of new emergency room. | $25,000 | |
| YWCA Oahu | |||||||
| 1040 Richards Street | Honolulu | HI | 96813 | PC | To support the renovation of the organization's headquarters. | $16,667 | |
| The Queen's Health Systems | |||||||
| 1301 Punchbowl Street | Honolulu | HI | 96813 | PC | To support conversion of rooms to dedicated infectious disease program units. | $50,000 | |
| Child and Family Services | |||||||
| 91-1841 Ft Weaver Road | Ewa Beach | HI | 96706 | PC | To support Stronger Families Fund to invest in strategic direction of the organization. | $25,000 | |
| University of Hawaii Economic Research Org | |||||||
| 2424 Maile Way | Honolulu | HI | 96822 | PC | To support economic research relevant to Hawaii and the Asia-Pacific region. | $91,667 | Saunders Hall 540 |
| Aloha United Way | |||||||
| 200 North Vineyard Blvd Suite 700 | Honolulu | HI | 96817 | PC | Corporate pledge. | $100,000 | |
| Diamond Head Theatre | |||||||
| 520 Makapuu Avenue | Honolulu | HI | 96816 | PC | To support capital campaign for new arts center. | $25,000 | |
| Pali Momi Foundation | |||||||
| 55 Merchant Street Suite 2600 | Honolulu | HI | 96813 | PC | To support Phase III of the James T. Kakuda Cancer Center. | $50,000 | |
| Mid-Pacific Institute | |||||||
| 2445 Kaala Street | Honolulu | HI | 96822 | PC | To support Kupu Hou Academy workshop for public and charter school teachers. | $25,000 | |
| Hawaii Children's Discovery Center | |||||||
| Kakaako Waterfront Park | Honolulu | HI | 96813 | PC | To support upgrade of exhibits and IT infrastructure. | $25,000 | 111 Ohe Street |
| Hawaii Island United Way | |||||||
| 688 Kinoole Street Suite 201 | Hilo | HI | 96720 | PC | Corporate pledge. | $35,000 | |
| Iolani School | |||||||
| 563 Kamoku Street | Honolulu | HI | 96826 | PC | To support the financial aid program for the 2021-2022 school year. | $26,150 | |
| Kauai Independent Food Bank | |||||||
| 3285 Waapa Road Suite A | Lihue | HI | 96766 | PC | To support Kupuna Program to purchase more locally-grown produce and increase food distribution packages to additional seniors. | $10,000 | |
| Rehab Foundation | |||||||
| 226 North Kuakini Street | Honolulu | HI | 96817 | PC | To support rehabilitation services at the Rehabilitation Hospital of the Pacific. | $25,000 | |
| Susannah Wesley Community Center | |||||||
| 1117 Kaili Street | Honolulu | HI | 96819 | PC | To support the purchase of a van used by the Emergency Food Pantry Program. | $15,000 | |
| Teach for America Hawaii | |||||||
| 500 Ala Moana Blvd Suite 3-580 | Honolulu | HI | 96813 | PC | To support the recruitment of Kamaaina/Native Hawaiian incoming members. | $25,000 | |
| Maui United Way | |||||||
| 95 Mahalani Street Suite 24 | Wailuku | HI | 96793 | PC | Corporate pledge. | $22,500 | |
| Kauai United Way | |||||||
| 4374 Kukui Grove Street Suite 201 | Lihue | HI | 96766 | PC | Corporate pledge. | $20,000 | |
| La Pietra Hawaii School for Girls | |||||||
| 2131 Makiki Heights Drive | Honolulu | HI | 96822 | PC | To support 2021-2022 tuition aid program. | $15,000 | |
| American Red Cross of Hawaii | |||||||
| 4155 Diamond Head Road | Honolulu | HI | 96816 | PC | To support Disaster Preparedness and Response Program. | $10,000 | |
| Coast Guard Foundation | |||||||
| 394 Taugwonk Road | Stonington | CT | 06378 | PC | To support Youth Enrichment Program to assist Coast Guard families. | $10,000 | |
| Friendly Isle United Way | |||||||
| PO Box 2047 | Kaunakakai | HI | 96748 | PC | Corporate pledge. | $2,500 | |
| Hawaii Homeownership Center | |||||||
| 1259 Aala Street Suite 201 | Honolulu | HI | 96817 | PC | To support Home Stability for Hawaii Project to promote home ownership and assist distressed owners and renters. | $25,000 | |
| Hawaii Youth Symphony | |||||||
| 1110 University Avenue Suite 200 | Honolulu | HI | 96826 | PC | To support expansion of outreach programs for underserved communities. | $25,000 | |
| Maui Health Foundation | |||||||
| 221 Mahalani Street | Wailuku | HI | 96793 | PC | To support Patient Resource Assistance Program to discharge patients safely with necessary resources. | $25,000 | |
| Hina Mauka | |||||||
| 45-845 Pookela Street | Kaneohe | HI | 96744 | PC | To support the expansion of the residential treatment facility. | $10,000 | |
| Pacific Asian Center for Entrepreneurship | |||||||
| University of Hawaii Shidler Colleg | Honolulu | HI | 96822 | PC | To support Residences for Innovative Student Entrepreneurs project. | $100,000 | 2404 Maile Way E-402 |
| Sacred Hearts Academy | |||||||
| 3253 Waialae Avenue | Honolulu | HI | 96816 | PC | To support "Building Our Future: Educating Girls to Change the World" capital campaign. | $50,000 | |
| Hawaiian Humane Society | |||||||
| 2700 Waialae Avenue | Honolulu | HI | 96826 | PC | To support Ho'opili Campus capital campaign in West Oahu. | $25,000 | |
| Kapiolani Health Foundation | |||||||
| 55 Merchant Street 26th Floor | Honolulu | HI | 96813 | PC | To support Phase I upgrade to Pediatric Heart Center. | $25,000 | |
| Kauai Housing Development Corporation | |||||||
| 3-3194 Kuhio Highway | Lihue | HI | 96766 | PC | To support the conversion of cesspools to septic systems at the Hale Kupuna Affordable Senior Complex for low-income families. | $50,000 | |
| University of Hawaii Cancer Center | |||||||
| University of Hawaii Foundation | Honolulu | HI | 96814 | PC | To support Phase I of the "Expanding Cancer Research and Treatment for Hawaii's People" project to bring early clinical research trials to Hawaii and the Pacific Region. | $25,000 | 1314 South King Street Suite B |
| American Heart Association Hawaii | |||||||
| 677 Ala Moana Blvd Suite 600 | Honolulu | HI | 96813 | To support Adopt-a-Clinic initiative to provide resources needed by at-risk individuals. | $25,000 | ||
| Foundation for Maryknoll School | |||||||
| 1526 Alexander Street | Honolulu | HI | 96822 | PC | To support capital campaign to renovate Bachelot Hall into a performing arts center and parish hall. | $25,000 | |
| Palama Settlement | |||||||
| 810 N Vineyard Blvd | Honolulu | HI | 96817 | PC | To support capital campaign for new Center of Innovation Digital Arts Academy program for low-income families. | $25,000 | |
| Saint Louis School | |||||||
| 3142 Waialae Avenue | Honolulu | HI | 96816 | PC | To support the replacement of three scoreboards in athletics. | $75,000 | |
| Aha Punana Leo | |||||||
| 96 Puuhonu Place | Hilo | HI | 96720 | PC | To support the renovation of a facility to expand Hawaiian language early childhood education program. | $25,000 | |
| Bishop Museum | |||||||
| 1525 Bernice Street | Honolulu | HI | 96817 | PC | To support digital infrastructure, online education, outdoor programs, and other strategic priorities/initiatives. | $25,000 | |
| Honpa Hongwanji Hilo Betsuin | |||||||
| 398 Kilauea Avenue | Hilo | HI | 96720 | PC | To support the construction of a new preschool building in Hilo. | $25,000 | |
| Kauai Christian Academy | |||||||
| PO Box 1121 | Kilauea | HI | 96754 | PC | To support capital campaign for the construction of a second building. | $25,000 | |
| Vision to Learn | |||||||
| 12100 Wilshire Blvd Suite 1275 | Los Angeles | CA | 90025 | PC | To support Better Vision for Keiki program to provide vision screenings, exams and prescription glasses to children. | $25,000 | |
| Chaminade University of Honolulu | |||||||
| 3140 Waialae Avenue | Honolulu | HI | 96816 | PC | To support the Second Chance Pell Experimental Sites Initiative (need-based Pell grants to people in state and federal prisons). | $25,000 | |
| Camp Mokule'ia | |||||||
| 68-729 Farrington Highway | Waialua | HI | 96791 | PC | To support Family Camp for Children with Cancer. | $17,500 | |
| Adult Friends for Youth | |||||||
| 3375 Koapaka Street Suite B290 | Honolulu | HI | 96819 | PC | To support the purchase of a mobile outreach vehicle. | $15,000 | |
| Hale Halawai Ohana O Hanalei | |||||||
| PO Box 822 | Hanalei | HI | 96714 | PC | To support 2021-2022 Keiki Enrichment Program, an afterschool program for academically challenged children from low-income families. | $15,000 | |
| Hawaii Nature Center | |||||||
| 2131 Makiki Heights Drive | Honolulu | HI | 96822 | PC | To support 2021-2022 Engaging Keiki in Environmental Education program to promote environmental stewardship and sustainability. | $15,000 | |
| Kauai North Shore Food Pantry | |||||||
| PO Box 1172 | Kilauea | HI | 96754 | PC | To support weekly food distribution program for at-risk individuals and families. | $15,000 | |
| Friends of Waialua Robotics Inc | |||||||
| 94-200 Meki Place | Waipahu | HI | 96797 | PC | To support Waialua High & Intermediate STEM Robotics Project for middle and high school students. | $10,000 | |
| Impact Change Hawaii (Building Blocks Hawaii) | |||||||
| PO Box 235202 | Honolulu | HI | 96823 | PC | To support Building Blocks Hawaii program to prepare students from low-income families for kindergarten. | $10,000 | |
| Kauai Planning and Action Alliance Inc | |||||||
| 2959 Umi Street Suite 201 | Lihue | HI | 96766 | PC | To support Kauai Resilience Project to build young people's ability to overcome adversity and successfully navigate life's challenges. | $10,000 | |
| Kristi Yamaguchi's Always Dream | |||||||
| 125 Railroad Avenue S-203 | Danville | CA | 94526 | PC | To support Always Reading early childhood literacy program to expand at two elementary schools. | $10,000 | |
| Nisei Veterans Memorial Center | |||||||
| PO Box 216 | Kahului | HI | 96733 | PC | To support "Find the Hero" series of exhibits and archival collections. | $10,000 | |
| Surfing the Nations | |||||||
| PO Box 860366 | Wahiawa | HI | 96786 | PC | To support the purchase of a truck for use in the Feed the Hungry program. | $10,000 | |
| US Vets Hawaii | |||||||
| 91-1010 Shangrila St Suite 103/10 | Kapolei | HI | 96707 | PC | To support services to at-risk, vulnerable and homeless veterans. | $10,000 | |
| Equine Therapy Inc | |||||||
| 3146 Akahi Street | Lihue | HI | 96766 | PC | To support Three Steps Forward capital improvement and expansion project. | $5,000 | |
| Kids Hurt Too Hawaii | |||||||
| 245 N Kukui Street Suite 102 | Honolulu | HI | 96817 | PC | To support the publication of pamphlets to help children impacted by deaths from homicide and suicide. | $4,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,672,234 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| Aloha United Way | |||||||
| 200 North Vineyard Blvd Suite 700 | Honolulu | HI | 96817 | PC | Corporate pledge. | $100,000 | |
| Hawaii Island United Way | |||||||
| 688 Kinoole Street Suite 201 | Hilo | HI | 96720 | PC | Corporate pledge. | $35,000 | |
| Maui United Way | |||||||
| 95 Mahalani Street Suite 24 | Wailuku | HI | 96793 | PC | Corporate pledge. | $22,500 | |
| Kauai United Way | |||||||
| 4374 Kukui Grove Street Suite 201 | Lihue | HI | 96766 | PC | Corporate pledge. | $20,000 | |
| Friendly Isle United Way | |||||||
| PO Box 2047 | Kaunakakai | HI | 96748 | PC | Corporate pledge. | $2,500 | |
| Blood Bank of Hawaii | |||||||
| 1907 Young Street | Honolulu | HI | 96826 | PC | To support capital campaign to construct permanent facility in Kapolei. | $250,000 | |
| Pacific Asian Center for Entrepreneurship | |||||||
| University of Hawaii Shidler Colleg | Honolulu | HI | 96822 | PC | To support Residences for Innovative Student Entrepreneurs project. | $150,000 | 2404 Maile Way E-402 |
| Sacred Hearts Academy | |||||||
| 3253 Waialae Avenue | Honolulu | HI | 96816 | PC | To support "Building Our Future: Educating Girls to Change the World" capital campaign. | $100,000 | |
| University of Hawaii Economic Research Org | |||||||
| 2424 Maile Way | Honolulu | HI | 96822 | PC | To support economic research relevant to Hawaii and the Asia-Pacific Region. | $100,000 | Saunders Hall 540 |
| Hawaiian Humane Society | |||||||
| 2700 Waialae Avenue | Honolulu | HI | 96826 | PC | To support Ho'opili Campus capital campaign in West Oahu. | $75,000 | |
| Kapiolani Health Foundation | |||||||
| 55 Merchant Street 26th Floor | Honolulu | HI | 96813 | PC | To support Phase I upgrade to Pediatric Heart Center. | $75,000 | |
| Kauai Housing Development Corporation | |||||||
| 3-3194 Kuhio Highway | Lihue | HI | 96766 | PC | To support the conversion of cesspools to septic systems at the Hale Kupuna Affordable Senior Complex for low-income families. | $50,000 | |
| University of Hawaii Cancer Center | |||||||
| University of Hawaii Foundation | Honolulu | HI | 96814 | PC | To support Phase I of the "Expanding Cancer Research and Treatment for Hawaii's People" project to bring early clinical research trials to Hawaii and the Pacific Region. | $75,000 | 1314 South King Street Suite B |
| American Heart Association Hawaii | |||||||
| 677 Ala Moana Blvd Suite 600 | Honolulu | HI | 96813 | PC | To support Adopt-A-Clinic initiative to provide resources needed by at-risk individuals. | $50,000 | |
| Foundation for Maryknoll School | |||||||
| 1526 Alexander Street | Honolulu | HI | 96822 | PC | To support capital campaign to renovate Bachelot Hall into a performing arts center and parish hall. | $50,000 | |
| Palama Settlement | |||||||
| 810 N Vineyard Blvd | Honolulu | HI | 96817 | PC | To support capital campaign for new Center of Innovation Digital Arts Academy program for low-income families. | $50,000 | |
| Aha Punana Leo | |||||||
| 96 Puuhonu Place | Hilo | HI | 96720 | PC | To support the renovation of a facility to expand Hawaiian language early childhood education program. | $25,000 | |
| Bishop Museum | |||||||
| 1525 Bernice Street | Honolulu | HI | 96817 | PC | To support digital infrastructure, online education, outdoor programs, and other strategic priorities/initiatives. | $25,000 | |
| Honpa Hongwanji Hilo Betsuin | |||||||
| 398 Kilauea Avenue | Hilo | HI | 96720 | PC | To support the construction of a new preschool building in Hilo. | $25,000 | |
| Kauai Christian Academy | |||||||
| PO Box 1121 | Kilauea | HI | 96754 | PC | To support capital campaign for the construction of a second building. | $25,000 | |
| Vision to Learn | |||||||
| 12100 Wilshire Blvd Suite 1275 | Los Angeles | CA | 90025 | PC | To support Better Vision for Keiki program to provide vision screenings, exams and prescription glasses to children. | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,330,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $59 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $140,393 | ExclusionAmt |
| Related Or Exempt Function Incm | $69 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $651,029 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS OTHER INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $9,984 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $801,465 | ExclusionAmt |
| Related Or Exempt Function Incm | $69 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $801,534 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
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 Person | FIRST HAWAIIAN BANK | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 999 BISHOP STREET | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96813 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (88 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CITI GLBL ZERO 30 AUG 23 | $100,000 | $97,070 |
| GOLDMAN SACHS 22 SEP 23 | $200,000 | $208,598 |
| GS FIN CORP ZERO 02 AUG 23 | $75,000 | $77,788 |
| GS FIN CORP ZERO 21 JUN 23 | $200,000 | $196,566 |
| MORGAN STANLEY 29 JUN 23 | $200,000 | $198,280 |
| MORGAN STANLEY ZERO 21 JUL 23 | $175,000 | $184,861 |
| ROYAL BK OF CAN ZERO 20 JUL 23 | $100,000 | $99,540 |
| BARCLAYS PLC 5.45% 15 SEP 22 | $250,000 | $249,100 |
| BARCLAYS PLC 6.1% 18 OCT 22 | $75,000 | $74,888 |
| BARCLAYS PLC 6.0% 27 SEP 22 | $75,000 | $75,203 |
| BARCLAYS PLC 6.0% 28 OCT 22 | $75,000 | $74,333 |
| CITI GLBL/US 5.47% 25 AUG 22 | $200,000 | $197,020 |
| CITI GLBL/US 5.6% 18 NOV 22 | $75,000 | $74,010 |
| CITI GLBL/US 5.83% 24 JAN 23 | $100,000 | $98,050 |
| CITI GLBL/MTNF 6.0% 14 JAN 22 | $200,000 | $197,920 |
| GS FIN CORP 5.7% | $175,000 | $174,946 |
| GS FIN CORP 6.25% 23 MAR 22 | $150,000 | $150,552 |
| MORGAN STANLEY 5.56% 10 AUG 22 | $75,000 | $73,954 |
| MORGAN STANLEY 5.7% 30 JAN 23 | $50,000 | $49,090 |
| MORGAN STANLEY 5.9% 21 NOV 22 | $50,000 | $49,213 |
| MORGAN STANLEY 6.13% 27 FEB 23 | $75,000 | $75,000 |
| MORGAN STANLEY 6.3% 10 NOV 22 | $100,000 | $99,965 |
| MORGAN STANLEY MTNF 5.5% | $125,000 | $124,175 |
| ROY BK OF CAN 5.05% 01 SEP 22 | $250,000 | $242,225 |
| ROY BK OF CAN 5.65% 13 OCT 22 | $100,000 | $97,470 |
| ROY BK OF CAN 5.8% 10 MAR 22 | $125,000 | $125,175 |
| ABBOTT LAB 2.95% 15 MAR 25 | $16,100 | $15,755 |
| ABBVIE INC 3.6% 14 MAY 25 | $16,148 | $15,956 |
| AERCAP IRE 4.875% 16 JAN 24 | $16,232 | $15,954 |
| AIRCSTL 4.25% 15 JUN 26 | $16,422 | $16,067 |
| AIR LEASE CORP 2.75% 15 JAN 23 | $15,422 | $15,229 |
| AIR LEASE CORP 3.75% 01 JUN 26 | $16,377 | $15,910 |
| ALTRIA GRP INC 4.4% 14 FEB 26 | $17,017 | $16,509 |
| AIG 2.5% 30 JUN 25 | $15,725 | $15,473 |
| AMGEN INC 2.25% 19 AUG 23 | $14,970 | $15,323 |
| ANHEUSER-BUSCH 3.65% 01 FEB 26 | $16,617 | $16,112 |
| ANTHEM INC 3.3% 15 JAN 23 | $15,530 | $15,391 |
| APPLE INC 2.75% 13 JAN 25 | $15,747 | $15,670 |
| AZ PUB SVC CO 3.15% 15 MAY 25 | $16,021 | $15,612 |
| AT&T INC 3.95% 15 JAN 25 | $16,496 | $16,032 |
| BANK OF AMER 3.875% 01 AUG 25 | $16,737 | $16,266 |
| BARCLAYS PLC 4.375% 12 JAN 26 | $21,856 | $21,875 |
| BP CAP MKTS 3.41% 11 FEB 26 | $16,356 | $16,007 |
| CAN NAT RES 2.95% 15 JAN 23 | $15,508 | $15,287 |
| CAPITAL ONE FIN 3.2% 05 FEB 25 | $15,797 | $15,723 |
| CHUBB INA HLDG 3.35% 15 MAY 24 | $15,595 | $15,814 |
| CIGNA CORP 3.75% 15 JUL 23 | $15,887 | $15,600 |
| CITIGROUP INC 3.4% 01 MAY 26 | $16,382 | $16,092 |
| COMCAST CORP 3.95% 15 OCT 25 | $16,756 | $16,376 |
| CREDIT SUISSE 3.75% 26 MAR 25 | $16,345 | $15,923 |
| CSX CORP 3.35% 01 NOV 25 | $16,398 | $16,004 |
| CVS HLTH CORP 3.875% 20 JUL 25 | $16,600 | $16,127 |
| DEUTSCHE BK NY 5% 14 FEB 22 | $15,259 | $15,068 |
| DEUTSCHE BK NY 1.69% 19 MAR 26 | $15,120 | $14,934 |
| DISCOVER BK 4.25% 13 MAR 26 | $16,884 | $16,363 |
| DOLLAR GEN COR 3.25% 15 APR 23 | $15,210 | $15,363 |
| DUPONT 4.493% 15 NOV 25 | $16,928 | $16,582 |
| FIF THD BANC 3.65% 25 JAN 24 | $15,986 | $15,714 |
| GM FIN CO 3.55% 08 JUL 22 | $15,384 | $15,218 |
| GM FIN CO 5.1% 17 JAN 24 | $16,456 | $16,086 |
| GM FIN CO 5.25% 01 MAR 26 | $17,281 | $16,829 |
| GS GRP 3.625% 20 FEB 24 | $16,015 | $15,738 |
| GS GRP 3.75% 22 MAY 25 | $16,301 | $16,014 |
| HSBC HLDGS 4.3% 08 MAR 26 | $16,777 | $16,445 |
| INTERCON EXCH INC 4% 15 OCT 23 | $15,989 | $16,000 |
| JP MORGAN 3.9% 15 JUL 25 | $16,631 | $16,238 |
| KEYCORP 4.15% 29 OCT 25 | $16,855 | $16,413 |
| LOCKHEED MARTIN 2.9% 01 MAR 25 | $15,854 | $15,716 |
| MASTERCARD 3.375% 01 APR 24 | $10,288 | $10,524 |
| MCDONALD'S 3.375% 26 MAY 25 | $16,181 | $15,948 |
| MICROSOFT 3.125% 03 NOV 25 | $16,399 | $16,001 |
| MITSUBISHI UFJ 3.85% 01 MAR 26 | $16,698 | $16,237 |
| MORGAN STAN 4.0% 23 JUL 25 | $16,731 | $16,263 |
| OMNICOM GR INC 3.65% 01 NOV 24 | $15,729 | $15,902 |
| ORACLE CORP 2.95% 15 NOV 24 | $15,697 | $15,603 |
| PEPSICO INC 3.6% 01 MAR 24 | $15,695 | $15,810 |
| PHILIP MORRIS 2.75% 25 FEB 26 | $16,146 | $15,616 |
| PRINCIPAL FIN 3.1% 15 NOV 26 | $16,031 | $15,765 |
| ROPER TECH 3.65% 15 SEP 23 | $15,412 | $15,616 |
| ROYAL BK OF CAN 3.7% 05 OCT 23 | $15,960 | $15,734 |
| SANTANDER HLD 3.244% 05 OCT 26 | $16,013 | $15,656 |
| STARBUCKS CORP 3.8% 15 AUG 25 | $16,640 | $16,183 |
| SYSCO CORP 3.3% 15 JUL 26 | $15,876 | $15,983 |
| VERIZON COM 2.625% 15 AUG 26 | $15,649 | $15,625 |
| WALGREENS 3.45% 01 JUN 26 | $16,211 | $15,960 |
| WELLTOWER INC 3.625% 15 MAR 24 | $15,537 | $15,778 |
| WILLIAMS LP 3.6% 15 MAR 22 | $15,201 | $15,013 |
| SCHLUMBERGER 3.65% 01 DEC 23 | $15,532 | $15,669 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES CORE S&P 500 ETF | $284,995 | $520,873 |
| ISHARES CORE S&P MID-CAP ETF | $49,204 | $80,111 |
| ISHARES CORE S&P SMALL-CAP ETF | $20,382 | $34,009 |
| ISHARES S&P 500 VALUE ETF | $15,344 | $27,567 |
| ISHARES CORE MSCI EAFE ETF | $103,077 | $129,650 |
| BLACKROCK GLOBAL ALLOC FUND | $31,757 | $32,652 |
| MORGAN STANLEY INST FUND INC | $70,752 | $98,478 |
| SPDR MSCI EAFE STRATFACT ETF | $26,897 | $33,081 |
| JPMORGAN HEDGED EQUITY FUND | $40,272 | $44,397 |
| ARTISAN DEVELOPING WORLD FUND | $53,801 | $60,416 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $31,460 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $31,714 | USGovtObligationsEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INCOME RECEIVABLE | Desc |
| BOY Book Value | $14,381 | BOYBookValueAmt |
| EOY Book Value | $10,188 | EOYBookValueAmt |
| EOYFMV | $10,188 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $9,984 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $9,984 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt |
|---|
| FEDERAL EXCISE TAX |
| FOREIGN TAX WITHHELD |
Comments