HAWAII COMMUNITY FOUNDATION: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- HAWAII COMMUNITY FOUNDATION (EIN 99-0261283)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-15
- IRS object ID
- 201633209349311593
- Schema version
- 2015v2.1
- 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
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-15T14:23:58-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 870716721 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OSHIMA COMPANY CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 841 BISHOP ST STE 208 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 968133920 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 990261283 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAWAII COMMUNITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HAWA | BusinessNameControlTxt |
| Phone | 8085376333 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 827 FORT STREET MALL | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 968132817 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WALLACE GK CHIN | PersonNm |
| Person Title | VP-CHIEF FIN OFFICER | PersonTitleTxt |
| Phone | 8085665571 | PhoneNum |
| Signature | 2016-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ISOO OSHIMA | PreparerPersonNm |
| PTIN | P00406378 | PTIN |
| Phone | 8085216481 | PhoneNum |
| Preparation | 2016-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KELVIN H TAKETA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 827 FORT STREET MALL | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96813 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $386,188,076 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HAWAIICOMMUNITYFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1916 | FormationYr |
| Legal Domicile State | HI | LegalDomicileStateCd |
| Activity Or Mission | SEE STATEMENT 1 | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 72 | TotalEmployeeCnt |
| Total Volunteers | 114 | TotalVolunteersCnt |
| Total Gross UBI | $751,430 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $33,362 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $30,475,667 | PYContributionsGrantsAmt |
| CY Contributions Grants | $45,633,685 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,202,547 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,409,752 | CYProgramServiceRevenueAmt |
| PY Investment Income | $24,347,967 | PYInvestmentIncomeAmt |
| CY Investment Income | $51,957,462 | CYInvestmentIncomeAmt |
| PY Other Revenue | $72,075 | PYOtherRevenueAmt |
| CY Other Revenue | $95,591 | CYOtherRevenueAmt |
| PY Total Revenue | $56,098,256 | PYTotalRevenueAmt |
| CY Total Revenue | $99,096,490 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $30,047,431 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $29,474,049 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,435,459 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,701,906 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,187,749 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,038,946 | PYOtherExpensesAmt |
| CY Other Expenses | $5,008,312 | CYOtherExpensesAmt |
| PY Total Expenses | $40,521,836 | PYTotalExpensesAmt |
| CY Total Expenses | $41,184,267 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $15,576,420 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $57,912,223 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $489,260,343 | TotalAssetsBOYAmt |
| Total Assets EOY | $506,157,846 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $48,139,701 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $46,409,169 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $441,120,642 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $459,748,677 | NetAssetsOrFundBalancesEOYAmt |
| Mission | SEE STATEMENT 1 | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $34,002,174 | ExpenseAmt |
| Grant | $29,474,049 | GrantAmt |
| Revenue | $753,913 | RevenueAmt |
| Desc | HAWAII COMMUNITY FOUNDATION THROUGH ITS GRANTMAKING AND PROGRAM SERVICES HAS ASSISTED 868 ORGANIZATIONS AND OTHERS TO ACHIEVE A BETTER COMMUNITY IN HAWAII. GRANT MAKING OCCURS IN NINETEEN DIFFERENT PROGRAM AREAS AS DESCRIBED ON THE ATTACHED STATEMENT (SEE STATEMENT 2-NOTE: TIMING DIFFERENCES & INCLUSION OF ADMINISTRATIVE EXPENSES RESULT IN A DIFFERENCE IN TOTALS) | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $700,109 | ExpenseAmt |
| Revenue | $751,430 | RevenueAmt |
| Desc | HAWAII COMMUNITY FOUNDATION ASSISTS PRIVATE FOUNDATIONS AND OTHER ORGANIZATIONS IN THEIR COMMUNITY GRANT MAKING BY PROVIDING GRANT EVALUATION AND GRANT MANAGEMENT SERVICES. THROUGH THIS ACTIVITY HAWAII COMMUNITY FOUNDATION HAS FACILITATED AN ADDITIONAL 7,800,000 OF COMMUNITY GRANT MAKING BY THESE FOUNDATIONS AND ORGANIZATIONS. A PORTION OF THE REVENUE HAS BEEN DETERMINED TO BE UNRELATED BUSINESS INCOME BUT ALL REVENUE RELATED TO THIS ACTIVITY IS CONSIDERED CORE TO HAWAII COMMUNITY FOUNDATION'S MISSION AND OFFSETS THE RELATED COSTS OF PROVIDING THESE SERVICES. IT IS CURRENTLY IMPRACTICAL TO SEGREGATE REVENUE THAT IS NOT CONSIDERED UNRELATED BUSINESS INCOME. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $34,702,283 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (true) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (true) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 79 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 72 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WALLACE CHIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8085376333 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 827 FORT STREET MALL | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96813 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| DEBORAH BURGER | ||||||||
| BOARD CHAIRM | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| PAUL KOSASA | ||||||||
| VICE CHAIR | 0.30 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JENNIFER GOTO SABAS | ||||||||
| SECRETARY | 0.30 | Yes (X) | Yes (X) | $111,224 | $0 | $0 | 0.10 | |
| ERIC YEAMAN | ||||||||
| TREASURER | 0.30 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ALAN ARIZUMI | ||||||||
| DIRECTOR | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT R BEAN | ||||||||
| DIRECTOR | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| MARY GF BITTERMAN | ||||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL BRODERICK | ||||||||
| DIRECTOR | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| ROBERTA F CHU | ||||||||
| DIRECTOR | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| KIMBERLY W DEY | ||||||||
| DIRECTOR | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| ELIZABETH GROSSMAN | ||||||||
| DIRECTOR | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD W GUSHMAN II | ||||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | 0.10 | ||
| ROBERT S HARRISON | ||||||||
| DIRECTOR | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| DOROTHY HAYNES | ||||||||
| DIRECTOR | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| PETER HO | ||||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| TYRIE LEE JENKINS | ||||||||
| DIRECTOR | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| MICAH KANE | ||||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| CATHERINE LUKE | ||||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| ELLIOT K MILLS | ||||||||
| DIRECTOR | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| KATHERINE G RICHARDSON | ||||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| KELVIN H TAKETA | ||||||||
| PRESIDENT/CE | 60.00 | Yes (X) | $359,792 | $0 | $149,129 | 0.10 | ||
| CHRISTINE VAN BERGEIJK | ||||||||
| VP-CHIEF OPE | 60.00 | Yes (X) | $229,646 | $0 | $40,489 | |||
| CURTIS SAIKI | ||||||||
| VP-PHILAN. & | 60.00 | Yes (X) | $182,835 | $0 | $25,897 | |||
| MYLES SHIBATA | ||||||||
| VP-MRKTG INI | 60.00 | Yes (X) | $168,930 | $0 | $28,965 | |||
| WALLACE GK CHIN | ||||||||
| VP-CHIEF FIN | 60.00 | Yes (X) | $156,870 | $0 | $27,693 | |||
| THOMAS KELLY JR | ||||||||
| VP-KNOWLDG,E | 60.00 | Yes (X) | $153,227 | $0 | $28,910 | |||
| JOSEPH MARTYAK | ||||||||
| VP-COMMUNICA | 60.00 | Yes (X) | $151,257 | $0 | $21,861 | |||
| PAUL KEENAN | ||||||||
| VP-ADVANCEMT | 60.00 | Yes (X) | $142,385 | $0 | $19,110 | |||
| TAMMI OYADOMARI-CHUN | ||||||||
| VP-PROGRAMS | 60.00 | Yes (X) | $90,160 | $0 | $16,547 | |||
| AMY LUERSEN | ||||||||
| DIR., PHILAN | 60.00 | $141,161 | $0 | $20,841 | Yes (X) | |||
| LYDIA CLEMENTS | ||||||||
| DIR.,NEIGHBO | 60.00 | $123,919 | $0 | $19,091 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,011,406 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $398,533 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 11 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BANK OF HAWAII-INVESTMENT SVCS | |||||
| PO BOX 2900 | HONOLULU | HI | 96846 | TRUSTEE & INVES | $1,381,813 |
| FIRST HAWAIIAN BANK-WEALTH MANAGEMEN | |||||
| 999 BISHOP STREET 3RD FLOOR | HONOLULU | HI | 96813 | TRUSTEE & INVES | $925,387 |
| LAFRANCE ASSOCIATES LLC | |||||
| 170 CAPP ST STE C | SAN FRANCISCO | CA | 94110 | CNSLT-EVAL SVCS | $367,920 |
| WALL-TO-WALL STUDIOS INC | |||||
| 1128 NUUANU AVE SUITE 203 | HONOLULU | HI | 96813 | CNSLT SVCS/ADV | $186,277 |
| SMS CONSULTING LLC | |||||
| 1042 FORT STREET MALL 200 | HONOLULU | HI | 96813 | CNSLT-EVAL SVCS | $181,148 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 11 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $2,948,444 | RelatedOrganizationsAmt |
| Government Grants | $4,101,581 | GovernmentGrantsAmt |
| All Other Contributions | $38,583,660 | AllOtherContributionsAmt |
| Noncash Contributions | $4,947,413 | NoncashContributionsAmt |
| Total Contributions | $45,633,685 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| PROGRAM INCOME | 541900 | $751,430 | $751,430 | |
| PROGRAM INCOME | 541900 | $658,322 | $658,322 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,409,752 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,799,123 | TotalRevenueColumnAmt |
| Exclusion | $24,799,123 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $314,249,925 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $287,091,586 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $27,158,339 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $27,158,339 | TotalRevenueColumnAmt |
| Exclusion | $27,158,339 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 611600 | BusinessCd |
| Total Revenue Column | $95,591 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $95,591 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $95,591 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $99,096,490 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $753,913 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $751,430 | UnrelatedBusinessRevenueAmt |
| Exclusion | $51,957,462 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,347,376 | TotalAmt |
| Program Services | $27,347,376 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,076,673 | TotalAmt |
| Program Services | $2,076,673 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,000 | TotalAmt |
| Program Services | $50,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,034,927 | TotalAmt |
| Program Services | $396,169 | ProgramServicesAmt |
| Management And General | $1,010,174 | ManagementAndGeneralAmt |
| Fundraising | $628,584 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,617,707 | TotalAmt |
| Program Services | $1,728,192 | ProgramServicesAmt |
| Management And General | $934,234 | ManagementAndGeneralAmt |
| Fundraising | $955,281 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $260,779 | TotalAmt |
| Program Services | $137,772 | ProgramServicesAmt |
| Management And General | $77,634 | ManagementAndGeneralAmt |
| Fundraising | $45,373 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $415,264 | TotalAmt |
| Program Services | $212,011 | ProgramServicesAmt |
| Management And General | $111,653 | ManagementAndGeneralAmt |
| Fundraising | $91,600 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $373,229 | TotalAmt |
| Program Services | $147,753 | ProgramServicesAmt |
| Management And General | $115,936 | ManagementAndGeneralAmt |
| Fundraising | $109,540 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,723 | TotalAmt |
| Program Services | $6,723 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,210 | TotalAmt |
| Program Services | $1,883 | ProgramServicesAmt |
| Management And General | $15,245 | ManagementAndGeneralAmt |
| Fundraising | $5,082 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,234 | TotalAmt |
| Management And General | $63,234 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,149 | TotalAmt |
| Program Services | $46,149 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $332 | TotalAmt |
| Management And General | $288 | ManagementAndGeneralAmt |
| Fundraising | $44 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,729,949 | TotalAmt |
| Program Services | $1,953,286 | ProgramServicesAmt |
| Management And General | $173,299 | ManagementAndGeneralAmt |
| Fundraising | $603,364 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,256 | TotalAmt |
| Fundraising | $120,256 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,022 | TotalAmt |
| Program Services | $27,127 | ProgramServicesAmt |
| Management And General | $45,324 | ManagementAndGeneralAmt |
| Fundraising | $19,571 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $177,600 | TotalAmt |
| Program Services | $3,305 | ProgramServicesAmt |
| Management And General | $173,524 | ManagementAndGeneralAmt |
| Fundraising | $771 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $461,996 | TotalAmt |
| Program Services | $165,558 | ProgramServicesAmt |
| Management And General | $227,615 | ManagementAndGeneralAmt |
| Fundraising | $68,823 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,563 | TotalAmt |
| Program Services | $29,913 | ProgramServicesAmt |
| Management And General | $37,235 | ManagementAndGeneralAmt |
| Fundraising | $39,415 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $725,225 | TotalAmt |
| Program Services | $225,353 | ProgramServicesAmt |
| Management And General | $128,495 | ManagementAndGeneralAmt |
| Fundraising | $371,377 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $456 | TotalAmt |
| Program Services | $174 | ProgramServicesAmt |
| Management And General | $247 | ManagementAndGeneralAmt |
| Fundraising | $35 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,630 | TotalAmt |
| Program Services | $35,697 | ProgramServicesAmt |
| Management And General | $45,931 | ManagementAndGeneralAmt |
| Fundraising | $7,002 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,922 | TotalAmt |
| Program Services | $12,572 | ProgramServicesAmt |
| Management And General | $13,319 | ManagementAndGeneralAmt |
| Fundraising | $2,031 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| OTHER EXPENSES | $98,341 | $39,206 | $32,127 | $27,008 |
| PRINTING & PUBLICATIONS | $92,636 | $11,985 | $8,692 | $71,959 |
| TELEPHONE & COMMUNICATI | $74,204 | $5,961 | $61,138 | $7,105 |
| DUES AND SUBSCRIPTIONS | $73,864 | $41,445 | $18,891 | $13,528 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,184,267 | TotalAmt |
| Program Services | $34,702,283 | ProgramServicesAmt |
| Management And General | $3,294,235 | ManagementAndGeneralAmt |
| Fundraising | $3,187,749 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $422,642 | BOYAmt |
| EOY | $262,636 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,793,727 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,421,833 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $372,424 | BOYAmt |
| EOY | $371,894 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $464,534,567 | BOYAmt |
| EOY | $485,331,966 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,676,378 | BOYAmt |
| EOY | $19,983,512 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $254,332 | BOYAmt |
| EOY | $207,838 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $489,260,343 | BOYAmt |
| EOY | $506,157,846 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,139,701 | BOYAmt |
| EOY | $46,409,169 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,139,701 | BOYAmt |
| EOY | $46,409,169 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $427,192,937 | BOYAmt |
| EOY | $443,062,120 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,029,967 | BOYAmt |
| EOY | $10,726,319 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,897,738 | BOYAmt |
| EOY | $5,960,238 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $441,120,642 | BOYAmt |
| EOY | $459,748,677 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $489,260,343 | BOYAmt |
| EOY | $506,157,846 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $57,912,223 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$39,284,188 | NetUnrlzdGainsLossesInvstAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Community Trust | Yes (X) | CommunityTrustInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,680,165 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,901,041 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,696,059 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,475,667 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $45,633,685 | CurrentTaxYearAmt |
| Total | $144,386,617 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,680,165 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,901,041 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,696,059 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,475,667 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $45,633,685 | CurrentTaxYearAmt |
| Total | $144,386,617 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $7,857,558 | SubstantialContributorsTotAmt |
| Public Support Total170 | $136,529,059 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,701,814 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,448,260 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,180,840 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,514,289 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,799,123 | CurrentTaxYearAmt |
| Total | $55,644,326 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $20,751 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,380 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $51,321 | CurrentTaxYearAmt |
| Total | $81,452 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $72,087 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $489,369 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $70,686 | CurrentTaxYearMinus2YearsAmt |
| Total | $632,142 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $200,744,537 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,951,021 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.68010 | PublicSupportCY170Pct |
| Public Support PY170 | 0.67160 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | WORKSHOP & SEMINAR FEES 632,142 | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $85,149 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $85,149 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $41,099,118 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $41,184,267 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,256 | CurrentYearMinus3Amt |
| Current Year Minus2 | $25,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $2,928 | CurrentYearMinus1Amt |
| Current Year | $85,149 | CurrentYearAmt |
| Total | $114,333 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 229 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 3 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $17,614,910 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $66,634 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $12,778,512 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $139,288 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $106,909,088 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $4,218,911 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $100,460 | AssetsIncludedAmt |
Collection Used Other Purposes CollectionUsedOtherPurposesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Other Purposes | Yes (X) | CollectionUsedOtherPurposesInd |
| Other Purposes | ENHANCE OFFICE DECOR | OtherPurposesDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $386,799,267 | BeginningYearBalanceAmt |
| Contributions | $18,860,467 | ContributionsAmt |
| Investment Earnings Or Losses | $6,889,984 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $12,806,380 | GrantsOrScholarshipsAmt |
| Other Expenditures | $133,371 | OtherExpendituresAmt |
| End Year Balance | $399,609,967 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $365,237,391 | BeginningYearBalanceAmt |
| Contributions | $13,740,870 | ContributionsAmt |
| Investment Earnings Or Losses | $19,459,119 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $11,313,849 | GrantsOrScholarshipsAmt |
| Other Expenditures | $324,264 | OtherExpendituresAmt |
| End Year Balance | $386,799,267 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $323,425,328 | BeginningYearBalanceAmt |
| Contributions | $12,434,017 | ContributionsAmt |
| Investment Earnings Or Losses | $40,914,539 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $11,251,327 | GrantsOrScholarshipsAmt |
| Other Expenditures | $285,166 | OtherExpendituresAmt |
| End Year Balance | $365,237,391 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $295,885,465 | BeginningYearBalanceAmt |
| Contributions | $14,628,463 | ContributionsAmt |
| Investment Earnings Or Losses | $25,268,570 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $12,582,226 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$225,056 | OtherExpendituresAmt |
| End Year Balance | $323,425,328 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $293,705,092 | BeginningYearBalanceAmt |
| Contributions | $17,752,849 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,922,057 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $12,590,125 | GrantsOrScholarshipsAmt |
| Other Expenditures | $60,294 | OtherExpendituresAmt |
| End Year Balance | $295,885,465 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.98040 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.01490 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00470 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $87,900 | OtherCostOrOtherBasisAmt |
| Book Value | $87,900 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $41,200 | OtherCostOrOtherBasisAmt |
| Depreciation | $24,297 | DepreciationAmt |
| Book Value | $16,903 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $52,087 | OtherCostOrOtherBasisAmt |
| Depreciation | $17,636 | DepreciationAmt |
| Book Value | $34,451 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $939,699 | OtherCostOrOtherBasisAmt |
| Depreciation | $850,043 | DepreciationAmt |
| Book Value | $89,656 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $672,841 | OtherCostOrOtherBasisAmt |
| Depreciation | $529,857 | DepreciationAmt |
| Book Value | $142,984 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $371,894 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| TOBACCO FUNDS HELD FOR STATE, (HI) | $44,010,505 |
| FUNDS HELD AS AGENCY ENDOWMT | $1,447,895 |
| GIFT ANNUITY LIABILITIES | $946,880 |
| OTHER LIABILITIES | $3,889 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $46,409,169 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $59,763,046 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$39,284,188 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$49,256 | OtherRevenueAmt |
| Revenue Not Reported | -$39,333,444 | RevenueNotReportedAmt |
| Revenue Subtotal | $99,096,490 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $99,096,490 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $41,184,267 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $41,184,267 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $41,184,267 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 2, PART III, LINE 4 | HAWAII COMMUNITY FOUNDATION UTILIZES THE DONATED WORKS OF ARTS (HAPPENS INFREQUENTLY) TO ENHANCE ITS OFFICE ENVIRONMENT AND AS A DEVELOPMENT TOOL TO ENGAGE PROSPECTIVE DONORS AND PROVIDE AN EXAMPLE HOW ONE DONOR WAS ABLE TO LEAVE A LEGACY WITH THE FOUNDATION TO CARRY ON HIS PHILANTHROPIC DESIRES FOR THE COMMUNITY. |
| SCHEDULE D, PAGE 2, PART V, LINE 4 | ENDOWMENT FUNDS ARE MANAGED FOR PERPETUITY AND TO PERFORM COMMUNITY GRANT MAKING AND/OR PROVIDE PROGRAM SERVICES IN ACCORDANCE WITH A DONOR'S INTENT AND CONSISTENT WITH THE ORGANIZATION'S MISSION. |
| SCHEDULE D, PAGE 3, PART X | FOOFNOTE IN MOST RECENT AUDITED STATEMENT READS: "THE FOUNDATION HAS RECEIVED A DETERMINATION FROM THE INTERNAL REVENUE SERVICE THAT ITS STATED PURPOSE IS TAX-EXEMPT FROM FEDERAL AND STATE INCOME AND EXCISE TAXES, EXCEPT ON UNRELATED BUSINESS INCOME. MANAGEMENT BELIEVES THE FOUNDATION'S TAX YEARS PRIOR TO 2012 ARE NO LONGER SUBJECT TO EXAMINATION BY THE IRS. MANAGEMENT IS NOT AWARE OF ANY SIGIFICANT UNCERTAIN TAX POSITIONS TAKEN ON PREVIOUSLY FILED TAX RETURNS." |
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | FAIR VALUE ADJUSTMENT-POOLED INCOME FUND -49,256 |
Schedule F IRS990ScheduleF
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE | RegionTxt |
| Purpose Of Grant | MAINT OF ARCHIVES | PurposeOfGrantTxt |
| Cash Grant | $50,000 | CashGrantAmt |
| Manner Of Cash Disbursement | WIRE TRANSFER | MannerOfCashDisbursementTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE STATEMENT 3 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 273069592 | RecipientEIN |
| Cash Grant | $27,347,376 | CashGrantAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 545 | Total501c3OrgCnt |
| Total Other Org | 6 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | EDUCATIONAL SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 717 | RecipientCnt |
| Cash Grant | $2,076,673 | CashGrantAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | HAWAII COMMUNITY FOUNDATION UTILIZES A PROPRIETARY GRANT ADMINISTRATION SYSTEM TO MANAGE THE ENTIRE GRANT MAKING PROCESS FROM EVALUATING GRANT PROPOSALS, AWARDING GRANTS AND MONITORING GRANT EXPENDITURES. QUANTITATIVE AND QUALITATIVE INFORMATION IS MAINTAINED ABOUT GRANTEES. MONITORING ACTIVITIES FOR GRANTS AWARDED INCLUDE REQUESTING AND REVIEWING PERIODIC PROGRAMMATIC AND FINANCIAL REPORTS, SITE VISITATIONS, REVIEWING REQUESTED DOCUMENTATION AND IN CERTAIN CIRCUMSTANCES CONDUCTING EVALUATIONS OF MAJOR INITIATIVES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|
| KELVIN H TAKETA | ||||
| PRESIDENT/CEO | $359,792 | $96,500 | $52,629 | $508,921 |
| CHRISTINE VAN BERGEIJK | ||||
| VP-CHIEF OPER OFFCR | $229,646 | $23,718 | $16,771 | $270,135 |
| CURTIS SAIKI | ||||
| VP-PHILAN. & GC | $182,835 | $18,374 | $7,523 | $208,732 |
| MYLES SHIBATA | ||||
| VP-MRKTG INITIATIVES | $168,930 | $17,223 | $11,742 | $197,895 |
| WALLACE GK CHIN | ||||
| VP-CHIEF FIN OFFICER | $156,870 | $16,016 | $11,677 | $184,563 |
| THOMAS KELLY JR | ||||
| VP-KNOWLDG,EVAL,LRNG | $153,227 | $15,936 | $12,974 | $182,137 |
| JOSEPH MARTYAK | ||||
| VP-COMMUNICATIONS | $151,257 | $14,813 | $7,048 | $173,118 |
| PAUL KEENAN | ||||
| VP-ADVANCEMT PHIL | $142,385 | $14,202 | $4,908 | $161,495 |
| AMY LUERSEN | ||||
| DIR., PHILAN SVCS | $141,161 | $14,095 | $6,746 | $162,002 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, PAGE 1, PART I, LINE 4 | FormAndLineReferenceDesc |
| Explanation | KELVIN H. TAKETA 0 70,000 0 | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (4 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| FIRST HAWAIIAN BANK | |||
| SEE BELOW | $925,387 | BANK PROVIDES SVCS | false |
| CENTRAL PACIFIC BANK | |||
| SEE BELOW | $110,382 | BANK PROVIDES SVCS | false |
| BANK OF HAWAII | |||
| SEE BELOW | $1,381,813 | BANK PROVIDES SVCS | false |
| KAIMANA HILA | |||
| SEE BELOW | $111,224 | PROF & ADMIN SVCS | false |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART V | FormAndLineReferenceDesc |
| Explanation | SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: (A) NAME: FIRST HAWAIIAN BANK (B) RELATIONSHIP: HCF DIRECTORS, ROBERT S. HARRISON AND ALAN ARIZUMI AND ERIC YEAMAN, ARE OFFICERS OF THE BANK WHICH DOES BUSINESS WITH HAWAII COMMUNITY FOUNDATION (D) DESCRIPTION OF TRANSACTIONS: BANK PROVIDES TRUSTEE SERVICES TO HAWAII COMMUNITY FOUNDATION. (A) NAME: CENTRAL PACIFIC BANK (B) RELATIONSHIP: HCF DIRECTOR, PAUL KOSASA IS A DIRECTOR OF THE BANK WHICH DOES BUSINESS WITH HAWAII COMMUNITY FOUNDATION (D) DESCRIPTION OF TRANSACTIONS: BANK PROVIDES TRUSTEE SERVICES TO HAWAII COMMUNITY FOUNDATION. (A) NAME: BANK OF HAWAII (B) RELATIONSHIP: HCF DIRECTORS, MARY G.F. BITTERMAN AND PETER S. HO, ARE DIRECTORS OF THE BANK AND ROBERT F. CHU IS A SENIOR VP OF THE BANK, WHICH DOES BUSINESS WITH HAWAII COMMUNITY FOUNDATION (D) DESCRIPTION OF TRANSACTIONS: BANK PROVIDES TRUSTEE SERVICES TO HAWAII COMMUNITY FOUNDATION. (A) NAME: KAIMANA HILA (B) RELATIONSHIP: HCF DIRECTOR, JENNIFER SABAS, IS THE OWNER OF THIS BUSINESS (D) DESCRIPTION OF TRANSACTION: COMPANY PROVIDES PROFESSIONAL AND ADMINISTRATIVE SERVICES TO HAWAII COMMUNITY FOUNDATION | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 38 | ContributionCnt |
| Noncash Contributions Rpt F990 | $4,580,523 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | QUOTED MARKET PRICE | MethodOfDeterminingRevenuesTxt |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $366,890 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE M, PAGE 1, PART I, LINE 32B | FormAndLineReferenceDesc |
| Explanation | HAWAII COMMUNITY FOUNDATION USED ONE OR MORE OF ITS INVESTMENT MANAGERS TO RECEIVE AND SELL PUBLICLY TRADED SECURITIES CONTRIBUTED TO THE ORGANIZATION. HAWAII COMMUNITY FOUNDATION USED ONE OR MORE LICENSED REALTORS TO SOLICIT, PROCESS, AND SELL REAL ESTATE CONTRIBUTED TO THE ORGANIZATION. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 2 | ROBERT S. HARRISON ERIC YEAMAN DIRECTOR TREASURER BUSINESS RELATIONSHIP PETER HO MARY BITTERMAN DIRECTOR DIRECTOR BUSINESS RELATIONSHIP ROBERT S. HARRISON ALAN ARIZUMI DIRECTOR DIRECTOR BUSINESS RELATIONSHIP ERIC YEAMAN ALAN ARIZUMI TREASURER DIRECTOR BUSINESS RELATIONSHIP PETER HO ROBERT F. CHU DIRECTOR DIRECTOR BUSINESS RELATIONSHIP |
| FORM 990, PAGE 6, PART VI, LINE 11B | A COMPLETE DRAFT OF THE FORM 990 IS REVIEWED AND DISCUSSED BY SENIOR MANAGEMENT AND REVISIONS ARE MADE AS NEEDED. DEPENDING ON TIMING OF COMPLETION OF THE 990 ONE OF THE FOLLOWING OCCURS: (1) A REVISED DRAFT IS DISTRIBUTED TO ALL BOARD MEMBERS TO REVIEW. THE BOARD IS GIVEN APPROXIMATELY TWO WEEKS TO COMMENT AND HAVE QUESTIONS ANSWERED. UPON SATISFACTORY RESOLUTION OF ALL BOARD INQUIRIES, THE FORM 990 IS FINALIZED FOR SIGNATURE AND MAILING, OR (2) A REVISED DRAFT IS DISTRIBUTED TO THE BOARD AUDIT COMMITTEE FOR REVIEW, COMMENT, AND DISCUSS AT THE AUDIT COMMITTEE MEETING. UPON SATISFACTORY RESOLUTION OF COMMITTEE INQUIRIES, THE FORM 990 IS FINALIZED FOR SIGNATURE AND MAILING AND A COPY IS DISTRIBUTED TO ALL BOARD MEMBERS TO REVIEW. |
| FORM 990, PAGE 6, PART VI, LINE 12C | ANNUALLY ALL EMPLOYEES ARE REQUIRED TO COMPLETE AND SIGN A CONFLICT OF INTEREST STATEMENT AND DISCLOSURE STATEMENT. THE PRESIDENT SUBMITS AN ANNUAL REPORT TO THE BOARD'S EXECUTIVE COMMITTEE REGARDING ANY DISCLOSED DUALITY OF INTERESTS BY EMPLOYEES, THE PRESIDENT'S ACTIONS REGARDING SUCH INTEREST AND A LIST OF ALL DISCLOSED GIFTS ACCEPTED BY EMPLOYEES PURSUANT TO THE POLICY. BOARD MEMBERS ARE ALSO ANNUALLY REQUIRED TO COMPLETE AND SIGN A CONFLICT OF INTEREST STATEMENT. DURING ANY BOARD APPROVAL ACTIONS, A BOARD MEMBER MUST FULLY DISCL0SE THAT HE OR SHE HAS ANY OFFICIAL OR FAMILY RELATIONSHIP TO ANY PROSPECTIVE GRANT RECIPIENT. FOLLOWING SUCH DISCLOSURE, THE BOARD MEMBERS MAY SHARE THEIR VIEWS ON THE PROPOSED GRANT BUT MUST ABSTAIN FROM VOTING ON THE PROPOSED GRANT DECISION. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE BOARD'S EXECUTIVE COMMITTEE IS TASKED WITH THE REVIEW AND EVALUATION OF THE CEO'S PERFORMANCE AS WELL AS DETERMINING THE COMPENSATION OF THE CEO. THE CEO SUBMITS AN ANNUAL SELF ASSESSMENT TO THE EXECUTIVE COMMITTEE AND THE BOARD CHAIR SOLICITS FEEDBACK FROM EMPLOYEES AND OTHERS REGARDING THE CEO'S PERFORMANCE. THE CHAIR WORKS WITH GENERAL COUNSEL TO OBTAIN AND COMPILE DATA ON COMPARABLE SALARIES FROM LOCAL/NATIONAL SURVEYS OF SIMILAR SIZED ORGANIZATIONS, INQUIRIES OF LOCAL NONPROFITS AND LOCAL/NATIONAL SALARY TREND DATA. THE EXECUTIVE COMMITTEE REVIEWS AND DISCUSSES THE COMPARABILITY DATA, REVIEWS WITH THE CEO HIS PERFORMANCE, SETS THE PERFORMANCE OBJECTIVES AND COMPENSATION FOR THE ENSUING YEAR. THE EXECUTIVE COMMITTEES RECOMMENDATIONS AND DATA ARE REVIEWED AND APPROVED BY THE FULL BOARD AT ITS NEXT MEETING AND DOCUMENTATION IS RETAINED IN THE CEO'S PERSONNEL FILE. |
| FORM 990, PAGE 6, PART VI, LINE 15B | THE CEO OR COO AND THE HR MANAGER ARE TASKED WITH THE REVIEW AND EVALUATION OF OTHER OFFICERS AND KEY EMPLOYEES' PERFORMANCE AS WELL AS DETERMINING THEIR COMPENSATION. SELF-ASSESSMENT, SURVEYS OF OTHER EMPLOYERS AND A MARKET STUDY OF COMPARABLE SALARIES FOR COMPARABLE EMPLOYEES ARE ALL UTILIZED TO ESTABLISH COMPENSATION. EACH EMPLOYEE'S EVALUATION AND PERFORMANCE OBJECTIVES FOR THE NEXT YEAR ARE RETAINED IN HIS/HER PERSONNEL FILE ALONG WITH THE DETERMINATION OF COMPENSATION. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION PROVIDES A LINK ON ITS WEBSITE FOR PUBLIC ACCESS TO ITS MOST RECENT AUDITED FINANCIAL STATEMENTS. THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICTS OF INTEREST POLICY ARE MADE AVAILABLE UPON REQUEST. |
| FORM 990, PART VII | SECTION A, COL (B), LINE 17 - TIME SHOWN IS AS DIRECTOR AND DOES NOT INCLUDE TIME SPENT AS OWNER OF KAIMAN HILA, A HAWAII COMMUNITY FOUNDATION CONTRACTOR. |
| FORM 990, PART XI | PART XI, LINE 9 - OTHER CHANGES IN NET ASSETS EXPLANATION FAIR VALUE ADJUSTMENT-POOLED INCOME FUND -49,256 POOLED INCOME (AUDIT ONLY) 49,256 TOTAL 0 |
| FORM 990, PART XI, LINE 9 | POOLED INCOME (AUDIT ONLY) -49,256 TOTAL -49,256 |
| FORM 990, PART XII | ACCOUNTING ON BASIS OF CASH RECEIPTS AND DISBURSEMENTS, EXCEPT INVESTMENTS ARE CARRIED AT FAIR MARKET VALUE, MAJOR PROPERTIES ARE CAPITALIZED, NONCASH GIFTS ARE RECORDED AT FAIR VALUE AT THE DATE RECEIVED. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| PARKER RANCH FOUNDATION TRUST | ||||||||||
| 67-1435 MAMALAHOA HWY | KAMUELA | HI | 96743 | 996064620 | ATTACHED | HI | 501C3 | 11A | NA | false |
| CN WODEHOUSE HAWAII CHILDREN'S TRUS | ||||||||||
| P O BOX 3170 DEPT 715 | HONOLULU | HI | 96802 | 800094227 | ATTACHED | HI | 501C3 | 11D | NA | false |
| ROBERT E BLACK MEMORIAL TRUST | ||||||||||
| P O BOX 3170 DEPT 715 | HONOLULU | HI | 96802 | 996962458 | ATTACHED | HI | 501C3 | 11D | NA | false |
| PRISANLEE TRUST | ||||||||||
| P O BOX 3170 DEPT 715 | HONOLULU | HI | 96802 | 996004404 | ATTACHED | HI | 501C3 | PF | NA | false |
| FRANK & KATHERINE WOODFORD MEMORIAL | ||||||||||
| P O BOX 3170 DEPT 715 | HONOLULU | HI | 96802 | 996009741 | ATTACHED | HI | 501C3 | PF | NA | false |
| AL & TRINI KILGO CHARITABLE TRUST | ||||||||||
| PO BOX 3170 DEPT715 | HONOLULU | HI | 96802 | 366996611 | ATTACHED | HI | 501C3 | 11D | NA | false |
| HAWAII LEADERSHIP FORUM | ||||||||||
| 745 FORT STREET MALL STE 1450 | HONOLULU | HI | 96813 | 454910317 | ATTACHED | HI | 501C3 | 11A | HI COM FDN | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt |
|---|---|
| ROBERT E BLACK MEMORIAL TRUST | |
| C | $1,428,700 |
| PRISANLEE TRUST | |
| C | $703,333 |
| CN WODEHOUSE HAWAII CHILDRENS TRUST | |
| C | $271,415 |
| PARKER RANCH FOUNDATION TRUST | |
| C | $446,829 |
| HAWAII LEADERSHIP FORUM | |
| C | $1,262,000 |
Comments