TRADEWIND GROUP FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- TRADEWIND GROUP FOUNDATION (EIN 71-0894475)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-05
- IRS object ID
- 202121259349102642
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-05T19:12:25-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 261659234 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CW ASSOCIATES CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 BISHOP STREET SUITE 1040 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96813 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 710894475 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ISLAND INSURANCE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ISLA | BusinessNameControlTxt |
| Phone | 8085648309 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 MERCHANT STREET NO 2000 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96813 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANA M TOKIOKA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8085648309 | PhoneNum |
| Signature | 2021-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DANA | PersonFirstNm |
| Person Last | TOKIOKA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK A HAYES | PreparerPersonNm |
| PTIN | P00085205 | PTIN |
| Phone | 8085311040 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $23,380,700 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $630,947 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $630,947 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$280,163 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,115,947 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $350,784 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $630,947 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $43,746 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $43,746 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $43,746 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $659 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $659 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $659 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,081 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,443 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $4,443 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,637 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,637 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,637 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,703 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,703 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,703 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $59,826 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $55,188 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $55,188 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,007,879 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,007,879 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,067,705 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $55,188 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,063,067 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$716,921 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $575,759 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Corporate Stock BOY | $22,896,307 | CorporateStockBOYAmt |
| Corporate Stock EOY | $23,117,650 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $23,117,650 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $824,932 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $251,690 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $251,690 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $28,385 | OtherAssetsBOYAmt |
| Other Assets EOY | $11,360 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $11,360 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $23,749,624 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,380,700 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,380,700 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $23,749,624 | RetainedEarningBOYAmt |
| Retained Earning EOY | $23,380,700 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $23,749,624 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $23,380,700 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $23,749,624 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $23,380,700 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $23,749,624 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$716,921 | ExcessRevenueOverExpensesAmt |
| Other Increases | $347,997 | OtherIncreasesAmt |
| Subtotal | $23,380,700 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $23,380,700 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (30 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| ISLAND | P | 2020-03-01 | 2020-12-31 | $7,684 | $7,684 | $7,684 | |
| ISLAND | P | 2020-12-01 | 2020-12-31 | $77,496 | $77,496 | $77,496 | |
| CANADIAN IMP BK COMM | 2019-11-13 | 2020-04-09 | $88,641 | -$35,539 | -$35,539 | $124,180 | |
| DOMINION ENERGY INC | 2019-11-13 | 2020-04-09 | $59,718 | -$1,095 | -$1,095 | $60,813 | |
| ENBRIDGE INC | 2019-11-13 | 2020-04-09 | $76,835 | -$25,587 | -$25,587 | $102,422 | |
| HUNTINGTON BANCSHARES INC | 2019-11-13 | 2020-04-09 | $69,560 | -$43,884 | -$43,884 | $113,444 | |
| NATIONAL GRID PLC | 2019-11-13 | 2020-04-09 | $41,813 | -$1,459 | -$1,459 | $43,272 | |
| PNC FINL SVCS GROUP INC | 2019-11-13 | 2020-04-09 | $50,732 | -$24,669 | -$24,669 | $75,401 | |
| REGIONS FINANCIAL CORP | 2019-11-13 | 2020-04-09 | $36,568 | -$21,088 | -$21,088 | $57,656 | |
| TC ENERGY CORP | 2019-11-13 | 2020-04-09 | $47,359 | -$4,282 | -$4,282 | $51,641 | |
| VENTAS INC REIT | 2019-11-13 | 2020-04-09 | $19,944 | -$16,035 | -$16,035 | $35,979 | |
| WELLTOWER INC | 2019-11-13 | 2020-04-09 | $21,073 | -$11,195 | -$11,195 | $32,268 | |
| INVESTCO LIMITED SHS | 2019-11-13 | 2020-04-09 | $17,146 | -$13,350 | -$13,350 | $30,496 | |
| CANADIAN IMP BK COMM | 2018-01-19 | 2020-04-09 | $67,096 | -$39,732 | -$39,732 | $106,828 | |
| DOMINION ENERGY INC | 2012-12-17 | 2020-04-09 | $12,572 | $4,213 | $4,213 | $8,359 | |
| DOMINION ENERGY INC | 2014-01-24 | 2020-04-09 | $22,001 | $3,319 | $3,319 | $18,682 | |
| DOMINION ENERGY INC | 2015-03-17 | 2020-04-09 | $31,430 | $3,333 | $3,333 | $28,097 | |
| DOMINION ENERGY INC | 2016-06-24 | 2020-04-09 | $66,004 | $3,132 | $3,132 | $62,872 | |
| HUNTINGTON BANCSHARES INC | 2018-12-06 | 2020-04-09 | $12,969 | -$6,202 | -$6,202 | $19,171 | |
| NATIONAL GRID PLC | 2012-12-17 | 2020-04-09 | $43,857 | -$6,027 | -$6,027 | $49,884 | |
| NATIONAL GRID PLC | 2013-01-31 | 2020-04-09 | $15,029 | -$1,367 | -$1,367 | $16,396 | |
| NATIONAL GRID PLC | 2014-11-17 | 2020-04-09 | $16,643 | -$7,578 | -$7,578 | $24,221 | |
| NATIONAL GRID PLC | 2015-03-17 | 2020-04-09 | $27,352 | -$7,541 | -$7,541 | $34,893 | |
| OCCIDENTAL PETE CORP | 2017-05-03 | 2020-04-09 | $23,451 | -$60,369 | -$60,369 | $83,820 | |
| PNC FINL SVCS GROUP INC | 2018-12-06 | 2020-04-09 | $26,380 | -$6,802 | -$6,802 | $33,182 | |
| REALTY INCOME CORP | 2018-01-19 | 2020-04-09 | $32,323 | $2,143 | $2,143 | $30,180 | |
| VENTAS INC REIT | 2014-11-17 | 2020-04-09 | $19,618 | -$15,840 | -$15,840 | $35,458 | |
| VENTAS INC REIT | 2015-03-17 | 2020-04-09 | $17,983 | -$15,351 | -$15,351 | $33,334 | |
| WELLTOWER INC | 2018-01-19 | 2020-04-09 | $54,031 | -$5,042 | -$5,042 | $59,073 | |
| INVESTCO LIMITED SHS | 2018-12-06 | 2020-04-09 | $12,639 | -$11,449 | -$11,449 | $24,088 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$280,163 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$113,003 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,003 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,003 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,003 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,395 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $11,395 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,392 | OverpaymentAmt |
| Applied To ES Tax | $3,392 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | HI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ISLAND INSURANCE FOUNDATION | IndividualWithBooksNm |
| Phone | 8085648309 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 MERCHANT ST SUITE 2000 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96813 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| FRANKLIN M TOKIOKA | ||||||||
| 201 MERCHANT STREET SUITE 2000 | HONOLULU | HI | 96813 | INCORPORATOR/DIRECTOR | 0.00 | $0 | $0 | $0 |
| COLBERT M MATSUMOTO | ||||||||
| PO BOX 1520 | HONOLULU | HI | 96806 | CHAIRMAN/DIRECTOR | 0.00 | $0 | $0 | $0 |
| LIONEL Y TOKIOKA | ||||||||
| 1022 BETHEL STREET | HONOLULU | HI | 96813 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| TYLER M TOKIOKA | ||||||||
| 1022 BETHEL STREET | HONOLULU | HI | 96813 | SECRETARY | 0.00 | $0 | $0 | $0 |
| SCOTT A KUIOKA | ||||||||
| 1022 BETHEL STREET | HONOLULU | HI | 96813 | TREASURER | 0.00 | $0 | $0 | $0 |
| DANA M TOKIOKA | ||||||||
| 201 MERCHANT STREET SUITE 2050 | HONOLULU | HI | 96813 | PRESIDENT/EXECUTIVE DIRECTOR | 1.00 | $43,746 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $22,090,944 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,090,944 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $22,090,944 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $331,364 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $21,759,580 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,087,979 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,087,979 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,003 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,003 | TotalTaxAmt |
| Distributable Before Adj | $1,079,976 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,079,976 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,079,976 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,063,067 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,063,067 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,063,067 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,079,976 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $966,882 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,063,067 | QualifyingDistributionsAmt |
| Applied To Year1 | $966,882 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $96,185 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $983,791 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ISLAND INSURANCE FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 MERCHAT ST SUITE 2000 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96813 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8085648309 | RecipientPhoneNum |
| Form And Info And Materials | LETTER TO FOUNDATION STATING REQUEST AND PURPOSE OF ORGANIZATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | OPEN YEAR ROUND | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (100 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AHAHUI KOA ANUENUE | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $5,000 |
| ALOHA COUNCIL BOY SCOUTS | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $10,000 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $2,500 |
| AMERICAN CANCER SOCIETY | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $8,800 |
| AMERICAN HEART ASSOCIATION | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $10,075 |
| AMERICAN RED CROSS | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $40,000 |
| BETA BETA GAMMA FOUNDATION | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $2,000 |
| BOYS AND GIRLS CLUB OF HAWAII | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $5,450 |
| CATHOLIC CHARITIES | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $75 |
| CENTER FOR TOMORROW'S LEADERS | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $32,000 |
| CHAMIMADE UNIVERSITY | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $5,000 |
| CHILD & FAMILY SERVICES | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $10,200 |
| CHINESE CHAMBER OF COMMERCE FOUNDATION | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $5,000 |
| COLLABORATIVE SUPPORT SERVICES | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $2,000 |
| COMPASSION INTERNATIONAL | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $200 |
| CONSERVATION DOGS OF HAWAII | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $300 |
| DAIHONZAN CHOZAN-JI | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $125,500 |
| DENSHO | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $10,000 |
| DIAMOND HEAD THEATER | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $10,000 |
| DOWNTOWN ARTS CENTER | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $10,000 |
| FAMILY PROGRAMS HAWAII | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $2,500 |
| FILIPINO COMMUNITY CENTER | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $2,500 |
| FRIENDS OF IOLANI PALACE | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $5,000 |
| FRIENDS OF THE LIBRARY OF HAWAII | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $5,000 |
| GIRL SCOUT COUNCIL OF HAWAII | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $15,000 |
| GOODWILL INDUSTRIES OF HAWAII INC | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $5,000 |
| GRASSROOTS INSTITUTE OF HAWAII | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $5,000 |
| HANDS IN HELPING OUT | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $2,000 |
| HAWAII ACADEMY SCIENCE | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $5,000 |
| HAWAII ALLIANCE FOR NONPROFIT ORGANIZATIONS | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $2,500 |
| HAWAII BICYCLING LEAGUE | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $7,100 |
| HAWAII BOOK AND MUSIC FESTIVAL | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $2,500 |
| HAWAII CHILDREN'S CANCER FOUNDATION | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $2,500 |
| HAWAII CHILDREN'S ACTION NETWORK | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $2,500 |
| HAWAII COMMUNITY FOUNDATION | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $25,500 |
| HAWAII ECONOMIC ASSOCIATION | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $1,000 |
| HAWAII ELITE 2G BASEBALL | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $500 |
| HAWAII EXECUTIVE COLLABORATIVE | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $25,000 |
| HAWAII FOODBANK | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $2,453 |
| HAWAII MEALS ON WHEELS | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $2,500 |
| HAWAII PUBLIC RADIO | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $35,100 |
| HAWAII THEATRE CENTER | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $5,550 |
| HAWAII UNITED OKINAWA ASSOCIATION | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $10,000 |
| HAWAII YOUTH SYMPHONY | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $7,500 |
| HAWAIIAN HUMANE SOCIETY | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $8,915 |
| HONOLULU BULLS SOCCER CLUB | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $1,000 |
| HONOLULU CIVIL BEAT INC | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $2,500 |
| HONOLULU FIREFIGHTERS FOUNDATION | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $500 |
| HONOLULU THEATRE FOR YOUTH | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $3,500 |
| HONPA HONGWAN | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $3,050 |
| HUGS | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $4,100 |
| INSTITUDE OF HUMAN SERVICE | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $100 |
| INTERNATIONAL JAPANESE CHRISTIAN CHURCH | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $500 |
| ISLAND SCHOOL | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $350 |
| JAPAN AMERICA SOCIETY OF HAWAII | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $21,300 |
| JAPANESE AMERICAN NATIONAL MUSEUM | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $5,000 |
| JAPANESE CULTURAL CENTER OF HAWAII | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $5,000 |
| JIKOEN MONGWANJI MISSION | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $500 |
| JUNIOR ACHIEVEMENT OF HAWAII | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $4,974 |
| KAHO'OMIKL | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $2,500 |
| KAMP HAWAII | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $4,400 |
| KAPIOLANI HEALTH FOUNDATION | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $15,000 |
| KIDS CHANCE OF HAWAII | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $2,500 |
| KUMU KAHUS THEATRE | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $20,000 |
| KUPU | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $5,000 |
| LANAI CAL SANCTUARY | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $100 |
| LANAKILA PACIFIC | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $600 |
| LEGAL AID SOCIETY OF HAWAII | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $2,500 |
| LUTHER COLLEGE | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $100 |
| MAKE A WISH FOUNDATION | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $3,000 |
| MANOA HERITAGE CENTER | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $10,000 |
| MOTIV8 FOUNDATION | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $19,700 |
| NCSL FOUNDATION | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $1,000 |
| NISSEL VETERANS MEMORIAL CENTER | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $25,000 |
| OAHU ECONOMID DEVELOPMENT BOARD | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $25,000 |
| PACIFIC BUDDIST ACADEMY | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $2,500 |
| PACIFIC REGION BASEBALL INC | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $3,000 |
| PACIFIC UNIVERSITY | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $500 |
| PALOLO CHINESE HOME | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $6,500 |
| PEACE BRIDGE INC | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $2,500 |
| PROJECT HAWAII INC | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $50 |
| PUBLIC SCHOOLS OF HAWAII FOUNDATION | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $85,000 |
| PURPLE MAI'A FOUNDATION | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $12,500 |
| QUEEN'S MEDICAL CENTER | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $10,000 |
| READ TO ME INTERNATIONAL FOUNDATION | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $3,000 |
| RESURRECTION OF THE LORD | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $450 |
| ST ANDREW'S PRIORY SCHOOL | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $10,000 |
| SALVATION ARMY | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $5,250 |
| SHIDLER COLLEGE OF BUSINESS | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $8,337 |
| ST JUDES CHILDREN'S RESEARCH HOSPITAL | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $100 |
| TAX FOUNDATION | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $3,000 |
| TEACH FOR AMERICAN INC | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $30,000 |
| THE GIFT FONDATION OF HAWAII | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $10,000 |
| THE MEDIATION CENTER | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $15,000 |
| THE TRUST FOR PUBLIC LAND | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $10,000 |
| UNITED STATES JAPAN COUNCIL | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $25,000 |
| UNIVERSITY OF HAWAII FOUNDATION | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $76,100 |
| UNIVERSITY OF PORTLAND | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $100 |
| YMCA OF HONOLULU | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $3,000 |
| YMCA OF OAHU | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,007,879 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SHIDLER COLLEGE OF BUSINESS | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $1,000 |
| CHILD & FAMILY SERVICES | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $10,000 |
| GIRL SCOUT COUNCIL OF HAWAII | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $5,000 |
| FRIENDS OF IOLANI PALACE | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $5,000 |
| TEACH FOR AMERICAN INC | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $35,000 |
| HANDS IN HELPING OUT | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $18,000 |
| NISEI VETERANS MEMORIAL CENTER | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $10,000 |
| THE MEDIATION CENTER | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $15,000 |
| UNIVERSITY OF HAWAII FOUNDATION | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $7,500 |
| DAIHONZAN CHOZAN-JI | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $75,000 |
| DOWNTOWN ARTS CENTER | |||||||
| 201 MERCHANT ST SUITE 2000 | HONOLULU | HI | 96813 | N/A | 501(C)(3) | EXEMPT PURPOSES OF THE ORGANIZATION | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $191,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $630,947 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | -$280,163 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $350,784 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $350,784 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | RAYMOND JAMES | StockNm |
| EOY Book Value | $23,117,650 | EOYBookValueAmt |
| EOYFMV | $23,117,650 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | RAYMOND JAMES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $251,690 | BookValueAmt |
| EOYFMV | $251,690 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INVESTMENT INCOME | Desc |
| BOY Book Value | $28,385 | BOYBookValueAmt |
| EOY Book Value | $11,360 | EOYBookValueAmt |
| EOYFMV | $11,360 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| TECH TRAINING & CONFERENCES | $1,435 | $1,435 | $0 | $1,435 |
| ADVERTISING | $2,000 | $2,000 | $0 | $2,000 |
| STATIONARY | $1,007 | $1,007 | $0 | $1,007 |
| DISABILITY INSURANCE | $257 | $257 | $0 | $257 |
| MISCELLANEOUS | $4 | $4 | $0 | $4 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAINS (LOSSES) | Desc |
| Amt | $347,997 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGER & BANK FEES | $501 | $501 | $0 | $501 |
| OUTSOURCES SERVICES | $158 | $158 | $0 | $158 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL TAXES | $4,443 | $4,443 | $0 | $4,443 |
| OTHER TAXES | $4,638 | $0 | $0 | $0 |
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