2020-11-16T20:17:08-06:00 2019-12-31 261659234 CW ASSOCIATES CPAS 700 BISHOP STREET SUITE 1040 HONOLULU HI 96813 990PF 2019-01-01 990267351 LOCATIONS FOUNDATION LOCA 8087354200 614 KAPAHULU AVENUE 3RD FLOOR HONOLULU HI 96815 ARNOLD KU CONTROLLER 8087354200 2020-11-16 1 MELANIE A KING P00085205 8085311040 67.53.223.34 2020-11-16 16:16:47 HS P 90D17378D355309A87D655311BCD3658B9A7649F 90D17378D355309A87D655311BCD3658B9A7649F 2019 2021-04-22 16:20:28Z X 1262271 X 283743 12022 12022 12213 251203 12213 686 0 308664 24235 0 0 0 4083 2042 2041 1746 1746 0 600 0 0 39263 0 39263 45692 3788 41304 241002 241002 286694 3788 282306 21970 20447 727801 712092 712092 468931 525179 525179 0 25000 25000 1196732 1262271 1262271 19049 28859 19049 28859 X 1177683 1233412 1177683 1233412 1196732 1262271 1177683 21970 33759 1233412 0 1233412 PUBLICLY TRADED SECURITIES 251203 238990 12213 12213 12213 0 338685 1136279 0.298065 281608 1088961 0.258602 316933 1087411 0.291456 242403 1071774 0.226170 165868 927588 0.178816 1.253109 0.250622 1215047 304518 204 304722 307306 X 204 0 204 0 204 228 0 0 228 0 24 24 0 0 0 0 0 0 0 0 0 0 0 1 1 HI 1 0 0 0 0 1 N/A RESCO INC 8087354200 614 KAPAHULU AVE 3RD FLOOR HONOLULU HI 96815 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 KRISTIN MUKAI 614 KAPAHULU AVENUE 3RD FLOOR HONOLULU HI 96815 PRESIDENT 1.00 0 0 0 JODEE FARM 614 KAPAHULU AVENUE 3RD FLOOR HONOLULU HI 96815 VICE PRESIDENT 1.00 0 0 0 BRIAN STEWART 614 KAPAHULU AVENUE 3RD FLOOR HONOLULU HI 96815 TREASURER 1.00 0 0 0 ASHLEY LEE 614 KAPAHULU AVENUE 3RD FLOOR HONOLULU HI 96815 SECRETARY 1.00 0 0 0 CHAD TAKESUE 614 KAPAHULU AVENUE 3RD FLOOR HONOLULU HI 96815 DIRECTOR 1.00 0 0 0 CORINDA WONG 614 KAPAHULU AVENUE 3RD FLOOR HONOLULU HI 96815 DIRECTOR 1.00 0 0 0 DOLORES BEDIONES 614 KAPAHULU AVENUE 3RD FLOOR HONOLULU HI 96815 DIRECTOR 1.00 0 0 0 IAN BIGELOW 614 KAPAHULU AVENUE 3RD FLOOR HONOLULU HI 96815 DIRECTOR 1.00 0 0 0 ANINA QUARANTO 614 KAPAHULU AVENUE 3RD FLOOR HONOLULU HI 96815 DIRECTOR 1.00 0 0 0 APRIL LUGA 614 KAPAHULU AVENUE 3RD FLOOR HONOLULU HI 96815 DIRECTOR 1.00 0 0 0 ELIZABETH LA RIVA 614 KAPAHULU AVENUE 3RD FLOOR HONOLULU HI 96815 DIRECTOR 1.00 0 0 0 JAY MILLER 614 KAPAHULU AVENUE 3RD FLOOR HONOLULU HI 96815 DIRECTOR 1.00 0 0 0 JODIE TAMAYE 614 KAPAHULU AVENUE 3RD FLOOR HONOLULU HI 96815 DIRECTOR 1.00 0 0 0 JUDY KUMANO 614 KAPAHULU AVENUE 3RD FLOOR HONOLULU HI 96815 DIRECTOR 1.00 0 0 0 KAI BROWN 614 KAPAHULU AVENUE 3RD FLOOR HONOLULU HI 96815 DIRECTOR 1.00 0 0 0 KATHY COLE 614 KAPAHULU AVENUE 3RD FLOOR HONOLULU HI 96815 DIRECTOR 1.00 0 0 0 MEGUMI NEKOTANI 614 KAPAHULU AVENUE 3RD FLOOR HONOLULU HI 96815 DIRECTOR 1.00 0 0 0 MICHAEL MARKS 614 KAPAHULU AVENUE 3RD FLOOR HONOLULU HI 96815 DIRECTOR 1.00 0 0 0 SHANNON SMITH 614 KAPAHULU AVENUE 3RD FLOOR HONOLULU HI 96815 DIRECTOR 1.00 0 0 0 SHERRIE KURODA 614 KAPAHULU AVENUE 3RD FLOOR HONOLULU HI 96815 DIRECTOR 1.00 0 0 0 STEPHANIE CHAN 614 KAPAHULU AVENUE 3RD FLOOR HONOLULU HI 96815 DIRECTOR 1.00 0 0 0 WADE UEHARA 614 KAPAHULU AVENUE 3RD FLOOR HONOLULU HI 96815 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 LOAN TO CHARITABLE ORGANIZATIONS 25000 0 25000 503183 730367 0 1233550 0 0 1233550 18503 1215047 60752 60752 204 204 60548 0 60548 0 60548 282306 25000 307306 204 307102 60548 0 0 120107 189570 262828 227284 282069 1081858 307306 0 0 0 60548 246758 0 0 1328616 0 0 0 0 0 0 120107 1208509 189570 262828 227284 282069 246758 FOUNDATION BOARD OF TRUSTEES 614 KAPAHULU AVENUE 3RD FLOOR HONOLULU HI 96815 8087354200 NO SPECIFIED FORM AT PRESENT NONE AT PRESENT EDUCATION, LITERACY, RELIGIOUS OR SCIENTIFIC PROGRAMS OF CHARITABLE WORKS QUALIFYING UNDER IRC. SEC. 501(C)(3). AFTER-SCHOOL ALL-STARS HAWAII 1523 KALAKAUA AVENUE SUITE 204 HONOLULU HI 96826 NONE 501(C)(3) TO SUPPORT YOUTH DEVELOPMENT 5000 AMERICAN HEART ASSOCIATION - ACCTS REC C/O 677 ALA MOANA BLVD SUITE 600 HONOLULU HI 96813 NONE 501(C)(3) CHARITABLE 5000 AUTISM SOCIETY OF HAWAII PO BOX 179411 HONOLULU HI 96817 NONE 501(C)(3) TO SUPPORT SPECIAL NEEDS CHILDREN 5500 BIG BROTHERS BIG SISTERS 418 KUWILI ST SUITE 106 HONOLULU HI 96817 NONE 501(C)(3) CHARITABLE & TO SUPPORT YOUTH DEVELOPMENT 25695 BOYS & GIRLS CLUB OF HAWAII 1000 BISHOP STREET SUITE 505 HONOLULU HI 96813 NONE 501(C)(3) CHARITABLE & TO SUPPORT YOUTH DEVELOPMENT 5317 CENTRAL UNION CHURCH 1660 S BERETANIA STREET HONOLULU HI 96826 NONE 501(C)(3) CHARITABLE 1864 CHILD AND FAMILY SERVICE 91-1841 FORT WEAVER ROAD EWA BEACH HI 96706 NONE 501(C)(3) CHARITABLE & TO SUPPORT WOMEN, CHILDREN & FAMILY SERVICES 6751 DONATIONS (LESS THAN 1000) 614 KAPAHULU AVENUE SUITE 300 HONOLULU HI 96815 NONE 501(C)(3) CHARITABLE 33566 FRIENDS OF THE CHILDREN'S JUSTICE CENTER OF OAHU 3019 PALI HIGHWAY HONOLULU HI 96817 NONE 501(C)(3) CHARITABLE 3500 GRASSROOT INSTITUTE OF HAWAII 1050 BISHOP STREET 508 HONOLULU HI 96813 NONE 501(C)(3) CHARITABLE 1820 HAWAII 3R'S PO BOX 1196 HONOLULU HI 96807 NONE 501(C)(3) CHARITABLE 10000 HAWAII CHAO-CHOW ASSOCIATION 134 N KING STREET STE 2F HONOLULU HI 96817 NONE 501(C)(3) CHARITABLE 4457 HAWAII CHAPTER AUSA 94-221 KA UKA BLVD UNIT 108 297 WAIPAHU HI 96797 NONE 501(C)(3) CHARITABLE 3000 HAWAII FOOD & WINE FESTIVAL 3538 WAIALAE AVE 203 HONOLULU HI 96816 NONE 501(C)(3) CHARITABLE 5045 HAWAII FOODBANK 2611 KILIHAU STREET HONOLULU HI 96819 NONE 501(C)(3) CHARITABLE 10625 HAWAII STATE JUNIOR GOLF ASSOCIATION 4330 KUKUI GROVE STREET LIHUE HI 96766 NONE 501(C)(3) CHARITABLE 1065 HAWAII THEATRE CENTER 1130 BETHEL STREET HONOLULU HI 96813 NONE 501(C)(3) CHARITABLE 1119 HAWAIIAN HOPE ORG PO BOX 17948 HONOLULU HI 96817 NONE 501(C)(3) CHARITABLE & TO SUPPORT YOUTH DEVELOPMENT 15855 HAWAIIAN HUMANE SOCIETY 2700 WAIALAE AVENUE HONOLULU HI 96826 NONE 501(C)(3) CHARITABLE 1089 HOMEAID HAWAII PO BOX 11811 HONOLULU HI 96826 NONE 501(C)(3) TO SUPPORT WOMEN, CHILDREN & FAMILY SERVICES 10000 HUGS 3636 KILAUEA AVENUE HONOLULU HI 96816 NONE 501(C)(3) CHARITABLE 5000 IMPACT FELLOWSHIP 1044 AUAHI STREET HONOLULU HI 96814 NONE 501(C)(3) CHARITABLE 1979 INSTITUTE FOR HUMAN SERVICES 546 KAAAHI STREET HONOLULU HI 96817 NONE 501(C)(3) CHARITABLE & TO SUPPORT THE HOMELESS 11391 IOLANI SCHOOL 563 KAMOKU STREET HONOLULU HI 96826 NONE 501(C)(3) CHARITABLE 2988 KEAHIAKAHOE CANOE CLUB 1440 SAND ISLAND PARKWAY HONOLULU HI 96819 NONE 501(C)(3) CHARITABLE 1566 KOREAN CATHOLIC COMMUNITY 511 MAIN STREET HONOLULU HI 96818 NONE 501(C)(3) CHARITABLE 2191 LEILEHUA ALUMNI & COMMUNITY ASSOCIATION 841 BISHOP STREET SUITE 850 HONOLULU HI 96813 NONE 501(C)(3) CHARITABLE 1875 MAKE-A-WISH HAWAII PO BOX 1877 HONOLULU HI 96805 NONE 501(C)(3) CHARITABLE & TO PROVIDE SUPPORT FOR EDUCATIONAL INSTITUTIONS 13901 OPERATION FINALLY HOME 1659 STATE HWY 46 W SUITE 115 NEW BRAUNFELS TX 78132 NONE 501(C)(3) CHARITABLE 1293 PARTNERS IN DEVELOPMENT FOUNDATION 2040 BACHELOT STREET HONOLULU HI 96817 NONE 501(C)(3) TO SUPPORT WOMEN, CHILDREN & FAMILY SERVICES 3000 PUNAHOU FUND 1601 PUNAHOU STREET HONOLULU HI 96822 NONE 501(C)(3) CHARITABLE 1065 REHAB FOUNDATION 226 N KUAKINI STREET HONOLULU HI 96817 NONE 501(C)(3) CHARITABLE 1000 RONALD MCDONALD CHARITIES 1970 JUDD HILLSIDE ROAD HONOLULU HI 96822 NONE 501(C)(3) CHARITABLE & TO SUPPORT WOMEN, CHILDREN & FAMILY SERVICES 2005 SHELTER OF WISDOM PO BOX 19112 HONOLULU HI 96817 NONE 501(C)(3) CHARITABLE 1100 SPECIAL OLYMPICS HAWAII PO BOX 3295 HONOLULU HI 96801 NONE 501(C)(3) TO SUPPORT SPECIAL NEEDS CHILDREN 5000 ST JOHN VIANNEY 900 KEOLU DRIVE KAILUA HI 96734 NONE 501(C)(3) CHARITABLE 2506 UNIVERSITY OF HAWAII FOUNDATION PO BOX 11270 HONOLULU HI 968280270 NONE 501(C)(3) CHARITABLE 6074 WEED & SEED HAWAII INC 1865 KAMEHAMEHA IV RD HONOLULU HI 96819 NONE 501(C)(3) CHARITABLE 5000 WOMEN IN NEED PO BOX 414 WAIMANALO HI 96795 NONE 501(C)(3) CHARITABLE 9800 WOUNDED WARRIOR OHANA PO BOX 8071 HONOLULU HI 96830 NONE 501(C)(3) CHARITABLE 1000 YWCA OF OAHU 1040 RICHARDS STREET HONOLULU HI 96813 NONE 501(C)(3) CHARITABLE 5000 241002 0 14 12022 18 12213 OTHER INCOME 686 0 24235 686 24921 11A MISCELLANEOUS INCOME 0 0 0 0 0 0 0 0 0 0 X X 1 JON WHITTINGTON 1357 KAPIOLANI BLVD SUITE 1450 HONOLULU HI 96814 5070 X 2 STEPHANIE L CHAN PO BOX 160946 HONOLULU HI 96816 5190 X 3 BRIAN C BENTON C/O 614 KAPAHULU AVENUE 3RD FLOOR HONOLULU HI 96815 12116 X ACCOUNTING FEES 4083 2042 2041 N/A 0 INVESTMENT SECURITIES FMV 525179 525179 PROGRAM-RELATED INVESTMENTS 0 25000 25000 INSURANCE 980 0 980 PARKING 74 0 74 PROGRAM COSTS 38205 0 38205 LICENSES/OTHER FEES 4 0 4 OTHER INCOME 686 686 UNREALIZED GAIN ON INVESTMENT 33759 INVESTMENT MANAGEMENT FEES 1746 1746 0 EXCISE TAX ON INVESTMENT INC 600 0 0