2021-12-13T12:38:31-06:00 2021-07-31 990 2020-08-01 990301432 CN WODEHOUSE FACULTY BENEFIT TRUST AT HAWAII PREPARATORY ACADEMY CNWO 8086944525 PO BOX 3170 DEPT 715 HONOLULU HI 968023170 MUHAMMAD MANSOORI BANK OF HAWAII TRUSTEE 8086944525 2021-12-06 MUHAMMAD MANSOORI BANK OF HAW XXX-XX-XXXX 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z MUHAMMAD MANSOORI BANK O 130 MERCHANT ST HONOLULU HI 96813 7052411 0 X N/A X 2003 HI TO PROVIDE SUPPORT FOR THE CHARITABLE AND EDUCATIONAL PURPOSES AND PROGRAMS OF THE HAWAII PREPARATORY ACADEMY. 1 1 0 0 0 0 0 0 0 0 1001119 1915171 0 0 1001119 1915171 1514584 939581 0 0 180414 179543 0 0 0 13325 11236 1708323 1130360 -707204 784811 16355120 17139931 0 0 16355120 17139931 TO PROVIDE SUPPORT FOR THE CHARITABLE AND EDUCATIONAL PURPOSES AND PROGRAMS OF THE HAWAII PREPARATORY ACADEMY. 0 0 1013148 939581 TO PROVIDE SUPPORT FOR THE CHARITABLE AND EDUCATIONAL PURPOSES AND PROGRAMS OF THE HAWAII PREPARATORY ACADEMY. 1013148 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 1 1 1 1 0 X BANK OF HAWAII 8086944525 130 MERCHANT ST HONOLULU HI 96813 BANK OF HAWAII TRUSTEE 1.00 X 179543 0 0 179543 0 0 0 0 0 0 0 579091 579091 6473320 5137240 1336080 1336080 1336080 1915171 1336080 0 579091 939581 939581 179543 71817 107726 2500 1750 750 1628 1628 FOREIGN TAX WITHHELD 7108 7108 1130360 1013148 117212 0 7931 8908 327833 317776 16019356 16813247 16355120 17139931 0 0 X 16355120 17139931 0 0 0 0 16355120 17139931 16355120 17139931 784811 0 X 0 0 0 X X X 1 HAWAII PREPARATORY ACADEMY 990078306 2 1 939581 0 1 939581 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 443372 0 0 586215 579091 586215 1022463 0 0 118057 117212 0 0 468158 905251 19263063 20590892 413169 354491 0 0 19676232 20945383 0 0 0 19676232 20945383 295143 314181 19381089 20631202 678338 722092 0 0 678338 722092 468158 397934 678338 678338 0 678338 939581 0 73567 0 0 0 1013148 548459 678338 80.850000000000 678338 0 0 0 0 413151 1590266 2003417 0 678338 0 1325079 1013148 0 1013148 0 0 2338227 0 0 0 1325079 1013148 PART IV, SECTION D, LINE 2: THE ORGANIZATION MAINTAINED A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE SUPPORTED ORGANIZATION(S) BY PROVIDING PERIODIC PERFORMANCE REPORTS ON THE INVESTMENT PORTFOLIO, PROVIDING STATEMENTS DETAILING ALL ACTIVITIES IN THE ACCOUNT, MEETING EITHER FACE TO FACE OR BY CONFERENCE CALL WITH THE DECISION MAKERS OF THE SUPPORTED ORGANIZATION TO DISCUSS THE INVESTMENTS AND GRANTS MADE THROUGHOUT THE YEAR, AND CORRESPONDING VIA EMAIL OR TELEPHONICALLY WHEN ISSUES, CONCERNS OR QUESTIONS AROSE. PART IV, SECTION D, LINE 3: THE ORGANIZATION PROVIDED PERIODIC PERFORMANCE REPORTS ON THE INVESTMENT PORTFOLIO AND MET WITH THE SUPPORTED ORGANIZATION(S) EITHER FACE TO FACE OR BY CONFERENCE CALL TO DISCUSS THE INVESTMENT PERFORMANCE. IN ADDITION, THE SUPPORTED ORGANIZATION(S) WERE GIVEN DISCRETION AS TO THE TIMING OF THE GRANTS. 1 HAWAII PREPARATORY ACADEMY 65-1692 KOHALA MOUNTAIN ROAD KAMUELA HI 96743 990078306 170(B)(1)(A)(II) 939581 FACULTY SALARIES AND BENEFITS 1 PART I, LINE 2: GRANTS ARE MADE SOLELY TO HAWAII PREPARATORY ACADEMY AS THE CHARITABLE BENEFICIARY IDENTIFIED IN THE TRUST DOCUMENT. THE SCHOOL PROVIDES PERIODIC REPORTS CONFIRMING GRANTS WERE USED FOR FACULTY SALARIES AND BENEFITS OR TO MEET THE MAJOR OR EXTRAORDINARY NEEDS OF THE SCHOOL OR ITS EDUCATIONAL PROGRAMS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY THE TAX DEPARTMENT OF BANK OF HAWAII AS CORPORATE TRUSTEE. BEFORE IT IS FILED, THE TAX RETURN IS REVIEWED BY AN ADMINISTRATIVE OFFICER OF THE CORPORATE TRUSTEE. FORM 990, PART VI, SECTION B, LINE 12C BANK OF HAWAII, THE CORPORATE TRUSTEE, HAS A CONFLICT OF INTEREST POLICY THAT APPLIES TO ALL EMPLOYEES, INCLUDING THE TAX OFFICERS, TAX CONSULTANTS AND ADMINISTRATIVE OFFICERS. BANK OF HAWAII REQUIRES ALL EMPLOYEES TO PARTICIPATE IN REGULARLY SCHEDULED TRAINING RELATED TO COMPLIANCE WITH CONFLICT OF INTEREST AND OTHER RELATED POLICIES. FORM 990, PART VI, SECTION B, LINE 15 THE TRUST DOES NOT HAVE A CEO, OFFICERS OR EMPLOYEES. UNDER THE TERMS OF THE TRUST DOCUMENT, BANK OF HAWAII AS TRUSTEE IS ENTITLED TO REASONABLE COMPENSATION FOR ITS SERVICES. BANK OF HAWAII'S PUBLISHED FEE SCHEDULE FOR CHARITABLE TRUSTS APPLIES TO THIS TRUST. IN ESTABLISHING THE TRUSTEE'S FEE SCHEDULE, CONSIDERATION WAS GIVEN TO THE DUTIES, LIABILITIES AND EXPERTISE OF THE CORPORATE TRUSTEE, AS WELL AS TO COMPARABLE FEES FOR SIMILAR SERVICES PROVIDED BY SIMILAR ORGANIZATIONS. THE PROCESS OF ESTABLISHING AN APPROPRIATE FEE AS "REASONABLE" WAS ALSO PRESENTED TO THE HAWAII ATTORNEY GENERAL, WHOSE OFFICE IS RESPONSIBLE FOR OVERSIGHT OF HAWAII'S CHARITABLE TRUSTS. FORM 990, PART VI, SECTION C, LINE 19 THE TRUST DOCUMENT AND ACCOUNT STATMENTS ARE PROVIDED TO THE BENEFICIARY ORGANIZATION IDENTIFIED IN THE TRUST DOCUMENT (HAWAII PREPARATORY ACADEMY). BANK OF HAWAII, CORPORATE TRUSTEE, HAS A CONFLICT OF INTEREST POLICY, WHICH IS AVAILABLE TO THE BENEFICIARY ORGANIZATION UPON REQUEST. AUDITED FINANCIAL STATEMENTS ARE NOT PREPARED FOR THE TRUST. HAWAII PREPARATORY ACADEMY 65-1692 KOHALA MOUNTAIN ROAD KAMUELA HI 96743 990078306 EDUCATIONAL INSTITUTION HI 170(B)(1)(A)(II) 2 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0