2019-11-15T22:29:24-06:00 2018-12-31 261659234 CW ASSOCIATES CPAS 700 BISHOP STREET SUITE 1040 HONOLULU HI 96813 990PF 2018-01-01 990267351 LOCATIONS FOUNDATION LOCA 8087354200 614 KAPAHULU AVENUE 3RD FLOOR HONOLULU HI 96815 BRIAN STEWART TREASURER 8087354200 2019-11-15 1 MELANIE A KING P00085205 8085311040 67.53.223.34 2019-11-15 18:25:54 HS P 7B467908567D376464F26FBA668A84FCD31E1345 462BB3DC975C3364FF5F4C6E8B73743921F7DA39 2018 2020-03-31 21:24:44Z X 1196732 X 321790 13224 13224 140 62751 140 10244 0 345398 13364 0 0 0 3664 1882 1882 1560 1560 0 421 0 0 187 0 187 62667 0 62667 68499 3442 64736 274048 274048 342547 3442 338784 2851 9922 749491 727801 727801 473644 468931 468931 1223135 1196732 1196732 31786 19049 31786 19049 X 1191349 1177683 1191349 1177683 1223135 1196732 1191349 2851 0 1194200 16517 1177683 PUBLICLY TRADED SECURITIES P 62751 62611 140 140 140 0 281608 1088961 0.258602 316933 1087411 0.291456 242403 1071774 0.226170 165868 927588 0.178816 164753 838461 0.196495 1.151539 0.230308 1136279 261694 99 261793 338784 X 99 0 99 0 99 327 0 0 327 0 228 228 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 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 MARY TESS EDU 614 KAPAHULU AVENUE 3RD FLOOR HONOLULU HI 96815 DIRECTOR 1.00 0 0 0 JODEE FARM 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 JON YAMASATO 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 LEE WANG 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 N/A 0 0 0 471043 682540 0 1153583 0 0 1153583 17304 1136279 56814 56814 99 99 56715 0 56715 0 56715 338784 0 338784 99 338685 56715 0 0 122968 120107 189570 262828 227284 922757 338784 0 0 0 56715 282069 0 0 1204826 0 0 0 0 0 0 122968 1081858 120107 189570 262828 227284 282069 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). ABILITIES UNLIMITED 414 KUWILI STREET SUITE 103 HONOLULU HI 96817 NONE 501(C)(3) CHARITABLE 1247 AFTER-SCHOOL ALL-STARS HAWAII 1523 KALAKAUA AVENUE SUITE 204 HONOLULU HI 96826 NONE 501(C)(3) TO SUPPORT YOUTH DEVELOPMENT 5372 ALOHA COUNCIL BOYS SCOUTS OF AMERICA 42 PUIWA ROAD HONOLULU HI 96817 NONE 501(C)(3) TO SUPPORT YOUTH DEVELOPMENT 3500 AMERICAN DIABETES ASSOCIATION 900 FORT STREET MALL SUITE 940 HONOLULU HI 96813 NONE 501(C)(3) CHARITABLE 5000 AMERICAN HEART ASSOCIATION 677 ALA MOANA BLVD SUITE 600 HONOLULU HI 96813 NONE 501(C)(3) CHARITABLE 5097 AMERICAN RED CROSS OF HAWAII 4155 DIAMOND HEAD ROAD HONOLULU HI 96816 NONE 501(C)(3) CHARITABLE 5832 AUTISM SOCIETY OF HAWAII PO BOX 179411 HONOLULU HI 96817 NONE 501(C)(3) TO SUPPORT SPECIAL NEEDS CHILDREN 2500 BIG BROTHERS BIG SISTERS 418 KUWILI ST SUITE 106 HONOLULU HI 96817 NONE 501(C)(3) TO SUPPORT YOUTH DEVELOPMENT 10781 BOYS & GIRLS CLUB OF HAWAII 345 QUEEN STREET SUITE 900 HONOLULU HI 96813 NONE 501(C)(3) TO SUPPORT YOUTH DEVELOPMENT 10296 C4 CHRIST CENTERED COMMUNITY CHURCH 4211 WAIALAE AVENUE SUITE 1030 HONOLULU HI 96816 NONE 501(C)(3) CHARITABLE 3051 CHILD AND FAMILY SERVICE 1001 BISHOP ST SUITE 780 HONOLULU HI 96813 NONE 501(C)(3) TO SUPPORT WOMEN, CHILDREN & FAMILY SERVICES 6582 DONATIONS (LESS THSN (1000) 614 KAPAHULU AVENUE SUITE 300 HONOLULU HI 96815 NONE 501(C)(3) CHARITABLE 32731 EASTER SEALS HAWAII 710 GREEN STREET HONOLULU HI 96813 NONE 501(C)(3) TO SUPPORT WOMEN, CHILDREN & FAMILY SERVICES 2931 FAMILY PROGRAMS HAWAII 801 SOUTH KING STREET HONOLULU HI 96813 NONE 501(C)(3) TO SUPPORT WOMEN, CHILDREN & FAMILY SERVICES 3277 FRIENDS OF THE CHILDREN'S JUSTICE CENTER OF OAHU 3019 PALI HIGHWAY HONOLULU HI 96817 NONE 501(C)(3) CHARITABLE 2500 GRASSROOT INSTITUTE OF HAWAII 1050 BISHOP STREET SUITE 508 HONOLULU HI 96813 NONE 501(C)(3) CHARITABLE 1119 HAWAII 3R'S PO BOX 1196 HONOLULU HI 96807 NONE 501(C)(3) TO PROVIDE SUPPORT FOR EDUCATIONAL INSTITUTIONS 10000 HAWAII CHAO-CHOW ASSOCIATION 134 N KING STREET STE 2F HONOLULU HI 96817 NONE 501(C)(3) CHARITABLE 3750 HAWAII FOODBANK 2611 KILIHAU STREET HONOLULU HI 96819 NONE 501(C)(3) TO SUPPORT FAMILIES IN NEED 2207 HAWAII PUBLIC RADIO 738 KAHEKA ST HONOLULU HI 96814 NONE 501(C)(3) CHARITABLE 1825 HAWAII STATE JUNIOR GOLF ASSOCIATION 4330 KUKUI GROVE STREET LIHUE HI 96766 NONE 501(C)(3) CHARITABLE 1014 HAWAII THEATRE CENTER 1130 BETHEL STREET HONOLULU HI 96813 NONE 501(C)(3) CHARITABLE 1080 HAWAIIAN HOPE ORG PO BOX 17948 HONOLULU HI 96817 NONE 501(C)(3) TO SUPPORT YOUTH DEVELOPMENT 11000 HAWAIIAN HUMANE SOCIETY 2700 WAIALAE AVENUE HONOLULU HI 96826 NONE 501(C)(3) CHARITABLE 1319 HOMEAID HAWAII PO BOX 11811 HONOLULU HI 96826 NONE 501(C)(3) TO SUPPORT WOMEN, CHILDREN & FAMILY SERVICES 11000 HUGS 3636 KILAUEA AVENUE HONOLULU HI 96816 NONE 501(C)(3) TO SUPPORT WOMEN, CHILDREN & FAMILY SERVICES 9202 IMPACT FELLOWSHIP PO BOX 89696 HONOLULU HI 96830 NONE 501(C)(3) CHARITABLE 1600 INSTITUTE FOR HUMAN SERVICES 546 KAAAHI STREET HONOLULU HI 96817 NONE 501(C)(3) TO SUPPORT THE HOMELESS 8003 IOLANI SCHOOL - IOLANI FUND 563 KAMOKU STREET HONOLULU HI 96826 NONE 501(C)(3) CHARITABLE 1551 JARON MINISTRIES PO BOX 31088 HONOLULU HI 96820 NONE 501(C)(3) CHARITABLE 1053 KALANI HIGH SCHOOL 4680 KALANIANAOLE HIGHWAY HONOLULU HI 96821 NONE 501(C)(3) CHARITABLE 1585 KAMA'AINA KIDS 156 C HAMAKUA DR KAILUA HI 96734 NONE 501(C)(3) CHARITABLE 1000 KAPIOLANI HEALTH FOUNDATION 55 MERCHANT STREET SUITE 2600 HONOLULU HI 96813 NONE 501(C)(3) CHARITABLE 1014 KIPAPA ELEMENTARY SCHOOL 95-076 KIPAPA DRIVE MILILANI HI 96789 NONE 501(C)(3) TO PROVIDE SUPPORT FOR EDUCATIONAL INSTITUTIONS 25000 KOREAN CATHOLIC COMMUNITY 2949 KAHAWAI STREET HONOLULU HI 96822 NONE 501(C)(3) CHARITABLE 1974 KUPU 677 ALA MOANA BLVD SUITE 1200 HONOLULU HI 96813 NONE 501(C)(3) CHARITABLE 1641 LEILEHUA ALUMNI & COMMUNITY ASSOCIATION 841 BISHOP STREET SUITE 850 HONOLULU HI 96813 NONE 501(C)(3) CHARITABLE 1404 MAKE-A-WISH HAWAII PO BOX 1877 HONOLULU HI 96805 NONE 501(C)(3) TO PROVIDE SUPPORT FOR EDUCATIONAL INSTITUTIONS 18075 OPERATION FINALLY HOME PO BOX 732667 DALLAS TX 753732667 NONE 501(C)(3) CHARITABLE 1146 OUR LADY OF GOOD COUNSEL 1525 WAIMANO HOME ROAD PEARL CITY HI 96782 NONE 501(C)(3) CHARITABLE 1764 PARTNERS IN DEVELOPMENT FOUNDATION 2040 BACHELOT STREET HONOLULU HI 96817 NONE 501(C)(3) TO SUPPORT WOMEN, CHILDREN & FAMILY SERVICES 5852 READ TO ME INTERNATIONAL 126 QUEEN STREET 303 HONOLULU HI 96813 NONE 501(C)(3) TO SUPPORT YOUTH DEVELOPMENT 4000 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) TO SUPPORT WOMEN, CHILDREN & FAMILY SERVICES 2364 SACRED HEARTS ACADEMY 3253 WAIALAE AVENUE HONOLULU HI 96816 NONE 501(C)(3) CHARITABLE 1760 SALVATION ARMY 2950 MANOA RD HONOLULU HI 96822 NONE 501(C)(3) CHARITABLE 1055 SCOTT P METCALF SCHOLARSHIP FUND 1601 PUNAHOU STREET HONOLULU HI 96822 NONE 501(C)(3) CHARITABLE 1827 SPECIAL OLYMPICS HAWAII PO BOX 3295 HONOLULU HI 96801 NONE 501(C)(3) TO SUPPORT SPECIAL NEEDS CHILDREN 5000 ST JOHN VIANNEY 920 KEOLU DRIVE KAILUA HI 96734 NONE 501(C)(3) CHARITABLE 3286 SURFERS HEALING PO BOX 1267 SAN JUAN CAPISTRANO CA 92693 NONE 501(C)(3) TO SUPPORT SPECIAL NEEDS CHILDREN 3150 THE CAREGIVER FOUNDATION 1034 KILANI AVENUE SUITE 104 WAHIAWA HI 96786 NONE 501(C)(3) CHARITABLE 1053 UNITED CEREBRAL PALSY ASSOCIATION OF HAWAII 414 KUWILI STREET SUITE 105 HONOLULU HI 96817 NONE 501(C)(3) CHARITABLE 2719 UNIVERSITY OF HAWAII FOUNDATION ALLOCATION #12792604 PO BOX 11270 HONOLULU HI 968280270 NONE 501(C)(3) CHARITABLE 2959 WEED & SEED HAWAII INC HPD - DISTRICT 5 COMMUNITY POLICING TEAM 1865 KAMEHAMEHA IV RD HONOLULU HI 96819 NONE 501(C)(3) CHARITABLE 1000 WOMEN IN NEED 98-939 MOANALUA ROAD AIEA HI 96701 NONE 501(C)(3) TO SUPPORT WOMEN, CHILDREN & FAMILY SERVICES 9000 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) TO SUPPORT WOMEN, CHILDREN & FAMILY SERVICES 6000 274048 0 14 13224 18 140 OTHER INCOME 10244 0 13364 10244 23608 11A MISCELLANEOUS INCOME 0 0 0 0 0 0 0 0 0 0 X X 1 WILLIAM CHEE C/O 614 KAPAHULU AVENUE 3RD FLOOR HONOLULU HI 96815 25000 X 2 STEPHANIE L CHAN PO BOX 160946 HONOLULU HI 96816 8912 X 3 CORINDA WONG C/O 614 KAPAHULU AVENUE 3RD FLOOR HONOLULU HI 96815 6264 X 4 CUI MEI HO C/O 614 KAPAHULU AVENUE 3RD FLOOR HONOLULU HI 96815 5329 X ACCOUNTING FEES 3664 1882 1882 N/A 0 INVESTMENT SECURITIES FMV 468931 468931 UNREALIZED LOSS ON INVESTMENT 16517 INSURANCE 980 0 980 PARKING 96 0 96 PROGRAM COSTS 61560 0 61560 LICENSES/OTHER FEES 31 0 31 OTHER INCOME 10244 10244 INVESTMENT MANAGEMENT FEES 1560 1560 0 EXCISE TAX ON INVESTMENT INC 421 0 0