HISTORIC HAWAII FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- HISTORIC HAWAII FOUNDATION (EIN 23-7441972)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-23
- IRS object ID
- 201211449349300901
- Schema version
- 2011v1.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-23T13:26:32-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261659234 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CW ASSOCIATES CPAS | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 BISHOP STREET SUITE 1040 | AddressLine1 |
| City | HONOLULU | City |
| State | HI | State |
| ZIP Code | 96813 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237441972 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HISTORIC HAWAI'I FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HIST | NameControl |
| Phone | 8085232900 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1658 | AddressLine1 |
| City | HONOLULU | City |
| State | HI | State |
| ZIP Code | 968061658 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KIERSTEN FAULKNER | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 8085232900 | Phone |
| Date Signed | 2012-05-23 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARK A HAYES | Name |
| PTIN | P00085205 | PTIN |
| Phone | 8085311040 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | KIERSTEN FAULKNER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1658 | AddressLine1 |
| City | HONOLULU | City |
| State | HI | State |
| ZIP Code | 968061658 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 524405 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.HISTORICHAWAII.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1974 | YearFormation |
| State Legal Domicile | HI | StateLegalDomicile |
| Activity Or Mission Description | TO ENCOURAGE THE PRESERVATION OF HISTORIC BUILDINGS AND SITES IN HAWAI'I. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 27 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 27 | NbrIndependentVotingMembers |
| Total Nbr Employees | 6 | TotalNbrEmployees |
| Total Nbr Volunteers | 90 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 337591 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 394153 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 29678 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 82426 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 13027 | InvestmentIncomePriorYear |
| Investment Income Current Year | 12243 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -62412 | OtherRevenuePriorYear |
| Other Revenue Current Year | -44982 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 317884 | TotalRevenuePriorYear |
| Total Revenue Current Year | 443840 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 237195 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 231789 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 28986 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 203955 | OtherExpensePriorYear |
| Other Expenses Current Year | 239084 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 441150 | TotalExpensesPriorYear |
| Total Expenses Current Year | 470873 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -123266 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -27033 | RevenuesLessExpensesCY |
| Total Assets BOY | 983264 | TotalAssetsBOY |
| Total Assets EOY | 946768 | TotalAssetsEOY |
| Total Liabilities BOY | 24261 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 18520 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 959003 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 928248 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO PRESERVE AND ENCOURAGE THE PRESERVATION OF HISTORICAL BUILDINGS, OBJECTS, AND SITES RELATING TO THE HISTORY OF HAWAII; TO PROMOTE AN AWARENESS OF AND RESPECT FOR ALL THAT IS HISTORICALLY SIGNIFICANT AND ARCHITECTURALLY DISTINCTIVE IN OUR STATE; AND THROUGH THESE EFFORTS, TO KEEP ALIVE AND INTACT FOR THE ENRICHMENT OF PRESENT AND FUTURE GENERATIONS THE INHERENT BEAUTY OF THE HAWAIIAN ISLANDS AND THE UNIQUE HISTORIC ROLE OF THE ISLANDS IN THE DEVELOPMENT OF THE PACIFIC BASIN. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 158484 | Expense |
| Revenue | 19577 | Revenue |
| Description | PUBLIC EDUCATION - TO DEVELOP A COMMUNITY ETHIC OF PRESERVATION AND HERITAGE STEWARDSHIP THROUGH MEMBERSHIP; HISTORIC TOURS; EDUCATIONAL SEMINARS AND LECTURES; PUBLICATIONS; HISTORIC SITE RESEARCH AND ADVOCACY. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 143390 | Expense |
| Revenue | 63230 | Revenue |
| Description | PRESERVATION PROJECTS AND TECHNICAL ASSISTANCE - TO CONNECT THE PAST TO THE PRESENT AND ENSURE THAT HERITAGE PROTECTION IS HARMONIOUS WITH CONTEMPORARY NEEDS THROUGH FIELD SERVICES; ON-SITE PRESERVATION ASSISTANCE; STATEWIDE CIRCUIT RIDER; PROFESSIONAL DEVELOPMENT WORKSHOPS; REVIEW OF DEVELOPMENT PROPOSALS; RECOMMENDATIONS FOR AVOIDING, MINIMIZING AND MITIGATING HARM TO HISTORIC PROPERTIES; INTEGRATING PRESERVATION INTO SIGNIFICANT PLANNING AND DEVELOPMENT PROPOSALS; AND PARTICIPATING IN LONG-RANGE URBAN AND RURAL COMMUNITY PLANNING ACTIVITIES. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 56601 | Expense |
| Description | PUBLIC OUTREACH - TO PRESERVE HAWAII'S HERITAGE THROUGH POLICY DEVELOPMENT AND ADVOCACY FOR STATEWIDE AND LOCAL PRESERVATION INVENTORY; ECONOMIC INCENTIVE PROGRAMS; PUBLIC PLANS, COMMISSIONS AND REGULATIONS; LEADING AND FACILITATING PUBLIC AWARENESS; AND BUILDING COALITIONS OF HISTORIC PRESERVATION ALLIANCES. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 18868 | Expense |
| Description | RESOURCE AND ADVOCACY - TO RESEARCH AND PROVIDE INFORMATION ON PROCESSING HISTORIC SITE STATUS AND BACKGROUND HISTORY ON SITES. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 18868 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 377343 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 1 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 7 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 6 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 27 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 27 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | HI | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HISTORIC HAWAII FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8085232900 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 680 IWILEI ROAD SUITE 690 | AddressLine1 |
| City | HONOLULU | City |
| State | HI | State |
| ZIP Code | 96817 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (34 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| NORB BUELSING | ||||||
| AT LARGE OFFICER | 1.00 | X | X | 0 | 0 | 0 |
| JEAN CAMPBELL | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DAWN NS CHANG | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DAVID CHEEVER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| GREGORY CHUN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ERIC CRISPIN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| GREG DICKHENS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| CINDY EVANS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ANN BECKER GOMMERS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| LES Y GOYA | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ANNA GRUNE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| FRANK HAAS | ||||||
| FIRST VICE PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| ROBERT IOPA | ||||||
| PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| TIMOTHY E JOHNS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SAMUEL AB LYONS | ||||||
| SECOND VICE PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| WENDIE MCALLASTER | ||||||
| AT LARGE OFFICER | 1.00 | X | X | 0 | 0 | 0 |
| LORRAINE MINATOISHI PALUMBO | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| TONY MIZUNO | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| CURT NAKAMURA | ||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| ROBERT NOBRIGA | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MICHAEL J O'MALLEY | ||||||
| PAST PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| MIKIO SATO | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| RONALD SATO | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| PATRICIA SHEEHAN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| RAMSAY TAUM | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| KIMO TODD | ||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| TOM YOUNG | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| CARL A CARLSON JR | ||||||
| DIRECTOR (FORMER) | 1.00 | X | 0 | 0 | 0 | |
| LINDA FAYE COLLINS | ||||||
| DIRECTOR (FORMER) | 1.00 | X | 0 | 0 | 0 | |
| AMERJIT GHAG | ||||||
| DIRECTOR (FORMER) | 1.00 | X | 0 | 0 | 0 | |
| LEA OK SOON HONG | ||||||
| DIRECTOR (FORMER) | 1.00 | X | 0 | 0 | 0 | |
| RAY SOON | ||||||
| PAST PRESIDENT (FORMER) | 1.00 | X | X | 0 | 0 | 0 |
| RICHARD S TOWILL | ||||||
| DIRECTOR (FORMER) | 1.00 | X | 0 | 0 | 0 | |
| KIERSTEN FAULKNER | ||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 84000 | 0 | 7290 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 84000 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 7290 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Membership Dues | 70709 | MembershipDues |
| Fundraising Events | 212095 | FundraisingEvents |
| All Other Contributions | 111349 | AllOtherContributions |
| Noncash Contributions | 12942 | NoncashContributions |
| Total Contributions | 394153 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TECHNICAL ASSISTANCE | 611710 | 63230 | 63230 |
| PUBLIC EDUCATION | 611710 | 19196 | 19196 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 82426 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12243 | TotalRevenueColumn |
| Exclusion | $12,243 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 35040 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 212095 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 80403 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -45363 | TotalRevenueColumn |
| Exclusion | -$45,363 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 543 | GrossSalesOfInventory |
| Cost Of Goods Sold | 162 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 381 | TotalRevenueColumn |
| Related Or Exempt Function Income | 381 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 443840 | TotalRevenueColumn |
| Related Or Exempt Function Income | 82807 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$33,120 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 91290 | Total |
| Program Services | 79001 | ProgramServices |
| Management And General | 4779 | ManagementAndGeneral |
| Fundraising | 7510 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 134639 | Total |
| Program Services | 116515 | ProgramServices |
| Management And General | 7048 | ManagementAndGeneral |
| Fundraising | 11076 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 814 | Total |
| Program Services | 704 | ProgramServices |
| Management And General | 43 | ManagementAndGeneral |
| Fundraising | 67 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5046 | Total |
| Program Services | 4367 | ProgramServices |
| Management And General | 264 | ManagementAndGeneral |
| Fundraising | 415 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3085 | Total |
| Management And General | 3085 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20706 | Total |
| Management And General | 20706 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2384 | Total |
| Management And General | 2384 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45639 | Total |
| Program Services | 42288 | ProgramServices |
| Fundraising | 3351 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28828 | Total |
| Program Services | 20638 | ProgramServices |
| Management And General | 5712 | ManagementAndGeneral |
| Fundraising | 2478 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16035 | Total |
| Program Services | 12764 | ProgramServices |
| Management And General | 1563 | ManagementAndGeneral |
| Fundraising | 1708 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5378 | Total |
| Program Services | 3850 | ProgramServices |
| Management And General | 1066 | ManagementAndGeneral |
| Fundraising | 462 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5838 | Total |
| Program Services | 4179 | ProgramServices |
| Management And General | 1157 | ManagementAndGeneral |
| Fundraising | 502 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4824 | Total |
| Program Services | 3453 | ProgramServices |
| Management And General | 956 | ManagementAndGeneral |
| Fundraising | 415 | Fundraising |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| PRESERVATION PROGRAM | 96486 | 81471 | 15015 | |
| EQUIPMENT | 6576 | 5307 | 550 | 719 |
| OTHER | 3305 | 2806 | 216 | 283 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 470873 | Total |
| Program Services | 377343 | ProgramServices |
| Management And General | 64544 | ManagementAndGeneral |
| Fundraising | 28986 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 68013 | BOY |
| EOY | 54330 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 173265 | BOY |
| EOY | 196579 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 84200 | BOY |
| EOY | 23800 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6506 | BOY |
| EOY | 6209 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3384 | BOY |
| EOY | 2414 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 55835 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 46667 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8537 | BOY |
| EOY | 9168 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 639284 | BOY |
| EOY | 654193 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 75 | BOY |
| EOY | 75 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 983264 | BOY |
| EOY | 946768 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24261 | BOY |
| EOY | 18520 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24261 | BOY |
| EOY | 18520 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 223878 | BOY |
| EOY | 274433 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 174130 | BOY |
| EOY | 92820 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 560995 | BOY |
| EOY | 560995 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 959003 | BOY |
| EOY | 928248 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 983264 | BOY |
| EOY | 946768 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -27033 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -3722 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 218544 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 754609 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 293385 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 337591 | CurrentTaxYearMinus1Year |
| Current Tax Year | 394153 | CurrentTaxYear |
| Total | 1998282 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 268607 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 340845 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 217812 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 29737 | CurrentTaxYearMinus1Year |
| Current Tax Year | 82969 | CurrentTaxYear |
| Total | 939970 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 487151 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1095454 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 511197 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 367328 | CurrentTaxYearMinus1Year |
| Current Tax Year | 477122 | CurrentTaxYear |
| Total | 2938252 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 140055 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 234494 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 221462 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 53925 | CurrentTaxYearMinus1Year |
| Current Tax Year | 58400 | CurrentTaxYear |
| Total | 708336 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 140055 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 234494 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 221462 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 53925 | CurrentTaxYearMinus1Year |
| Current Tax Year | 58400 | CurrentTaxYear |
| Total | 708336 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 2229916 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 17642 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 29170 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4500 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 13076 | CurrentTaxYearMinus1Year |
| Current Tax Year | 12243 | CurrentTaxYear |
| Total | 76631 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 17642 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 29170 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4500 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 13076 | CurrentTaxYearMinus1Year |
| Current Tax Year | 12243 | CurrentTaxYear |
| Total | 76631 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1370 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus2 Years | 2025 | CurrentTaxYearMinus2Years |
| Total | 3395 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 506163 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1124624 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 517722 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 380404 | CurrentTaxYearMinus1Year |
| Current Tax Year | 489365 | CurrentTaxYear |
| Total | 3018278 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.73880 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.53950 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.02540 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.02540 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
| General Explanation | SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 1 | Volunteers |
| Paid Staff Or Management | 1 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 1 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 1 | DirectContactLegislators |
| Rallies Demonstrations | 1 | RalliesDemonstrations |
| Other Activities | 1 | OtherActivities |
| Other Activities | $1,430 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 1430 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF OTHER LOBBYING ACTIVITIES: | Identifier |
| Return Reference | PART II-B, LINE 1I: | ReturnReference |
| Explanation | HISTORIC HAWAII FOUNDATION (HHF) SUPPORTS LEGISLATIVE ISSUES WHICH FURTHER THE BASIC INTERESTS OF THOSE IT SERVES, AND OPPOSES ISSUES DETRIMENTAL TO ITS MISSION. HHF IS NONPARTISAN IN POLITICAL MATTERS AND DOES NOT ENDORSE OR OPPOSE ANY CANDIDATE FOR PUBLIC OFFICE. BOARD OF TRUSTEES SETS LEGISLATIVE GOALS AND WORKS TO ACHIEVE THOSE GOALS. LEGISLATIVE ACTIVITIES INCLUDE RESEARCHING PRESERVATION PUBLIC POLICIES; MONITORING, REVIEWING AND TESTIFYING ON BILLS AND RESOLUTIONS IN STATE AND LOCAL LEGISLATIVE BODIES; AND MEETING WITH ELECTED OFFICIALS. INFORMATION ABOUT THE LEGISLATIVE AFFAIRS WAS PROVIDED TO HHF MEMBERS THROUGH ITS USUAL METHODS OF COMMUNICATION, INCLUDING NEWSLETTERS, WEBSITE AND EMAIL NOTICES. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Historic Structure | X | HistoricStructure |
| Total Number Of Easements | 2 | TotalNumberOfEasements |
| Nmbr Hist Struct Easements | 2 | NmbrHistStructEasements |
| Nmbr Easements Modified | 0 | NmbrEasementsModified |
| Nmbr States In Which Easements Held | 1 | NmbrStatesInWhichEasementsHeld |
| Written Policy Monitoring | 0 | WrittenPolicyMonitoring |
| Staff Hours Spent On Enforcement | 10.00 | StaffHoursSpentOnEnforcement |
| Expenses Incurred For Enforcement | 500 | ExpensesIncurredForEnforcement |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 560995 | BeginningOfYearBalance |
| Contributions | 40000 | Contributions |
| Investment Earnings Or Losses | 9769 | InvestmentEarningsOrLosses |
| Other Expenditures | 9769 | OtherExpenditures |
| End Of Year Balance | 600995 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 560995 | BeginningOfYearBalance |
| End Of Year Balance | 560995 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 450995 | BeginningOfYearBalance |
| Contributions | 110000 | Contributions |
| End Of Year Balance | 560995 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 240495 | BeginningOfYearBalance |
| Contributions | 210500 | Contributions |
| End Of Year Balance | 450995 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.06660 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.93340 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 51600 | OtherCostOrOtherBasis |
| Depreciation | 43219 | Depreciation |
| Book Value | 8381 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4235 | OtherCostOrOtherBasis |
| Depreciation | 3448 | Depreciation |
| Book Value | 787 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 9168 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PUBLICLY TRADED SECURITIES | Description |
| Book Value | 654193 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 654193 | TotalOfBookValueSecurities |
| Total Revenue | 443840 | TotalRevenue |
| Total Expenses | 470873 | TotalExpenses |
| Excess Or Deficit For Year | -27033 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -3722 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -3722 | TotalAdjustments |
| Excess Or Deficit Per FS | -30755 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 547054 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -3722 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 25686 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 81310 | OtherRevenues |
| Revenue Not Rptd F990 | 103274 | RevenueNotRptdF990 |
| Revenue Subtotal | 443780 | RevenueSubtotal |
| Investment Expenses Not Included | 60 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 60 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 443840 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 496499 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 25686 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 25686 | ExpensesNotRptdF990 |
| Expenses Subtotal | 470813 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 60 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 60 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 470873 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF HOW ORGANIZATION REPORTS CONSERVATION EASEMENTS: | PART II, LINE 9: | PRESERVATION EASEMENTS ARE LEGALLY BINDING DOCUMENTS, WHICH REQUIRE THAT HISTORIC PROPERTIES BE PRESERVED AND MAINTAINED. IN AUGUST 2011, A PRESERVATION AND CONSERVATION EASEMENT FOR THE FRED C. BALDWIN MEMORIAL HOME IN MAKAWAO, MAUI, HAWAII WAS DONATED TO THE FOUNDATION. THE PURPOSE OF THE EASEMENT WAS TO ASSURE THAT THE ARCHITECTURAL, HISTORIC, CULTURAL, AND AESTHETIC FEATURES OF THE BUILDING'S EXTERIOR WILL BE RETAINED AND MAINTAINED FOREVER SUBSTANTIALLY IN THEIR APPEARANCE AND CONDITION AS THEY EXIST ON THE EFFECTIVE DATE OF THE EASEMENT FOR CONSERVATION AND PRESERVATION PURPOSES, TO PREVENT ANY USE OR CHANGE IN OF THE EASEMENT AREA THAT WILL SIGNIFICANTLY IMPACT OR INTERFERE WITH THE VISUAL BUFFER THAT THE EASEMENT AREA CREATES AROUND THE BUILDING. THE FOUNDATION, AS HOLDER OF THIS EASEMENT, IS CHARGED WITH MAKING SURE THE BUILDING'S EXTERIOR IS PRESERVED IN SUBSTANTIALLY THE SAME OR BETTER CONDITION AS EXISTED ON THE EFFECTIVE DATE OF THE EASEMENT; HOWEVER, THE OWNER OF THE HOUSE WILL DECIDE HOW IT IS TO BE USED AND WILL BE RESPONSIBLE FOR FINANCING ITS PRESERVATION. THE EASEMENT PROVIDES THE FOUNDATION WITH A VESTED REAL PROPERTY INTEREST IN THE PROPERTY THAT WAS NOT RECOGNIZED IN THE ACCOMPANYING FINANCIAL STATEMENTS BECAUSE A MAJOR UNCERTAINTY EXISTS ABOUT THE EXISTENCE OF VALUE, AND THE EASEMENT HAS NO ALTERNATIVE USE. PREVIOUSLY, A PARCEL OF PROPERTY WAS DONATED TO THE UNIVERSITY OF HAWAII BY THE ESTATE OF JEAN CHARLOT WITH A STIPULATION THAT THE FOUNDATION BE GIVEN A PRESERVATION AND CONSERVATION EASEMENT TO ASSIST IN PRESERVING AND MAINTAINING THE PROPERTY AND ITS ARCHITECTURAL, HISTORIC, AND CULTURAL FEATURES FOR THE BENEFIT OF THE PEOPLE OF HONOLULU. THE RESPONSIBILITY OF THE FOUNDATION, AS HOLDER OF THIS EASEMENT, IS TO REVIEW ANY PROPOSED CHANGES TO THE HOUSE TO ASSURE THE CHANGES DO NOT AFFECT THE HISTORICAL INTEGRITY OF THE BUILDING. THE FOUNDATION IS ALSO CHARGED WITH MAKING SURE THE BUILDING RECEIVES APPROPRIATE MAINTENANCE AND REPAIR; HOWEVER, THE UNIVERSITY, AS OWNER OF THE HOUSE, WILL DECIDE HOW IT IS TO BE USED AND WILL BE RESPONSIBLE FOR FINANCING ITS PRESERVATION. THE EASEMENT PROVIDES THE FOUNDATION WITH A VESTED REAL PROPERTY INTEREST IN THE PROPERTY THAT WAS NOT RECOGNIZED IN THE ACCOMPANYING FINANCIAL STATEMENTS BECAUSE A MAJOR UNCERTAINTY EXISTS ABOUT THE EXISTENCE OF VALUE, AND THE EASEMENT HAS NO ALTERNATIVE USE. |
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | HISTORIC HAWAII FOUNDATION (HHF) HOLDS THREE ENDOWMENTS, TOTALING $560,995. THE BRETZLAFF FOUNDATION ENDOWMENT ($225,000) WAS ESTABLISHED IN 1998 TO PROVIDE SUPPORT FOR THE OPERATIONS AND ACTIVITIES OF THE HISTORIC HAWAII FOUNDATION. THE HHF ENDOWMENT ($15,495) PROVIDES SUPPORT FOR THE OPERATIONS AND ACTIVITIES OF THE HISTORIC HAWAII FOUNDATION. THE HAWAII PRESERVATION FUND ENDOWMENT ($320,500) WAS INITIATED IN 2008 UNDER AN AGREEMENT WITH THE NATIONAL TRUST FOR HISTORIC PRESERVATION TO CREATE A DEDICATED FUNDING STREAM FOR PRESERVATION PROJECTS IN THE HAWAIIAN ISLANDS. THE AGREEMENT PROVIDES FOR A MUTUAL FUNDRAISING CAMPAIGN TO RAISE FUNDS FOR ANNUAL GRANTS THAT SUPPORT CULTURAL HERITAGE PRESERVATION EFFORTS, AND FOR RELATED TECHNICAL ASSISTANCE AND SUPPORT BY HHF. THE ENDOWMENT WILL BE HELD BY AND ADMINISTERED BY THE NATIONAL TRUST AT THE CONCLUSION OF THE FUNDRAISING CAMPAIGN. DURING THE YEAR OF DECEMBER 31, 2011, THE BOARD OF TRUSTEES OF THE FOUNDATION DESIGNATED $40,000 OF UNRESTRICTED NET ASSETS AS AN EASEMENT STEWARDSHIP ENDOWMENT FUND TO SUPPORT ANNUAL EASEMENT STEWARDSHIP OBLIGATIONS. FUNDS RECEIVED AS OF 12/31/11 TOTALED $20,000. PLEDGES RECEIVABLE IN 2012 TOTAL $20,000. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | MANAGEMENT HAS EVALUATED THE FOUNDATION'S TAX POSITIONS AS OF DECEMBER 31, 2011 AND 2010 AND FOR THE YEARS THEN ENDED BY REVIEWING ITS INCOME TAX RETURNS AND CONFERRING WITH ITS TAX ADVISORS, AND DETERMINED THAT THE FOUNDATION HAD NO UNCERTAIN TAX POSITIONS REQUIRED TO BE REPORTED IN ACCORDANCE WITH SUCH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES. SUCH RETURNS ARE OPEN FOR EXAMINATION UNTIL THE STATUTE OF LIMITATIONS EXPIRES. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | DECREASE IN TEMPORARILY RESTRICTED NET ASSETS 81,310. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | WINTER BENEFIT | NameOfEvent1 |
| Gross Receipts Event1 | 247135 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 212095 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 35040 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 80403 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 247135 | GrossReceiptsTotal |
| Charitable Contributions Total | 212095 | CharitableContributionsTotal |
| Gross Revenue Total Events | 35040 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 80403 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 80403 | DirectExpenseSummaryEvents |
| Net Income Summary | -45363 | NetIncomeSummary |
Schedule M IRS990ScheduleM
Qualified Contrib Hist Struct QualifiedContribHistStruct
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 0 | NoncashContribsRptdF990 |
Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | FOOD/BEVERAGE | 2 | 5120 | FAIR MARKET VALUE |
| X | SUPPLIES | 5 | 5427 | FAIR MARKET VALUE |
| X | PRINT/COPY | 2 | 2395 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 1 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: | PART I, COLUMN (B): | THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS. |
| NON REPORTING OF REVENUE: | PART I, LINE 33: | A ZERO AMOUNT WAS REPORTED ON FORM 990, PART VIII, STATEMENT OF REVENUE, LINE 1G FOR THE DONATION OF THE A PRESERVATION AND CONSERVATION EASEMENT BECAUSE THE ORGANIZATION DID NOT RECOGNIZE IT IN ITS FINANCIAL STATEMENTS SINCE A MAJOR UNCERTAINTY EXISTS ABOUT THE EXISTENCE OF VALUE, AND THE EASEMENT HAS NO ALTERNATIVE USE. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (12 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART V, LINE 2A: | THE ORGANIZATION HAS A CO-EMPLOYMENT ARRANGEMENT WITH ALTRES, WHO IS THE OUTSOURCED HR/PAYROLL PROVIDER AND THE EMPLOYER OF RECORD. THE ORGANIZATION IS THE WORKSITE EMPLOYER. | |
| FORM 990, PART VI, SECTION A, LINE 2 | FAMILY RELATIONSHIP: COLLINS-TOWILL BUSINESS RELATIONSHIP: IOPA-CHANG, IOPA-CHUN, IOPA-CRISPIN, IOPA-DICKHENS, IOPA-GOYA, IOPA-MINATOISHI, IOPA-O'MALLEY, IOPA-SOON, IOPA-TAUM, GRUNE-JOHNS, GRUNE-NAKAMURA, GRUNE-TOWILL, CHUN-CARLSON, CRISPIN-HAAS, CRISPIN-MINATOISHI, CRISPIN-NAKAMURA, CRISPIN-MCALLASTER. | |
| FORM 990, PART VI, SECTION A, LINE 4 | THE BYLAWS WERE AMENDED TO ALLOW FOR THE ANNUAL REPORT TO BE DISTRIBUTED ELECTRONICALLY; FOR VARIOUS MEETING NOTICES TO BE DISTRIBUTED ELECTRONICALLY; TO PROVIDE GREATER FLEXIBILITY IN THE COMPOSITION OF THE NOMINATING COMMITTEE BY ALLOWING THE PRESIDENT TO APPOINT BETWEEN 5 AND 7 MEMBERS OF THE COMMITTEE, DRAWING FROM BOTH CURRENT TRUSTEES AND NON-BOARD MEMBERS OF THE ORGANIZATION, SUBJECT TO BOARD APPROVAL; TO REMOVE THE REQUIREMENT FOR THE INCOMING PRESIDENT TO APPOINT A PARLIMENTARIAN; AND OTHER MINOR EDITING AND NON-SUBSTANTIVE HOUSEKEEPING MEASURES. | |
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERS HAVE THE RIGHT TO ELECT THE MEMBERS OF THE GOVERNING BODY AND THE PRESIDENT OF THE BOARD OF TRUSTEES. MEMBERS HAVE THE RIGHT TO AMEND THE BY-LAWS. MEMBERS DO NOT HAVE THE RIGHT TO RECEIVE A SHARE OF THE ORGANIZATION'S ASSETS UPON THE ORGANIZATION'S DISSOLUTION. | |
| FORM 990, PART VI, SECTION A, LINE 7A | HISTORIC HAWAII HAS MEMBERS. | |
| FORM 990, PART VI, SECTION A, LINE 7B | THE MEMBERS TAKE ACTION ANNUALLY. | |
| FORM 990, PART VI, SECTION B, LINE 11 | HISTORIC HAWAII FOUNDATION SHALL ANNUALLY PREPARE REQUIRED FILINGS WITH THE INTERNAL REVENUE SERVICE (FORM 990). THE EXECUTIVE DIRECTOR SHALL FORWARD THE PRE-FINAL FORM 990 TO THE FINANCE COMMITTEE FOR REVIEW AND COMMENT. THE EXECUTIVE DIRECTOR SHALL COMPLETE REVISIONS AS DIRECTED BY THE FINANCE COMMITTEE AND SHALL FORWARD THE FINAL FORM 990 TO THE BOARD OF TRUSTEES FOR REVIEW AND ACCEPTANCE PRIOR TO FILING THE FORM 990 WITH THE IRS. | |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS COMPLETE CONFLICT OF INTEREST DISCLOSURE FORMS ANNUALLY. IF A CONFLICT ARISES, THE BOARD MEMBER DISCLOSES THE CONFLICT, REFRAINS FROM THE DISCUSSION AND ABSTAINS FROM VOTING. THE CONFLICT AND THE BOARD MEMBERS' ABSTENTION FROM THE ACTION IS DISCLOSED IN THE MEETING MINUTES. | |
| FORM 990, PART VI, SECTION B, LINE 15 | IN ACCORDANCE WITH THE POLICIES OF THE BOARD OF HISTORIC HAWAII FOUNDATION, AN EVALUATION OF CY2011 PERFORMANCE FOR EXECUTIVE DIRECTOR KIERSTEN FAULKNER WAS CONDUCTED FOLLOWING THIS PROCEDURE: THE EVALUATION PROCESS WAS FACILITATED BY THE BOARD EXECUTIVE COMMITTEE, WITH THE OPPORTUNITY FOR PARTICIPATION BY THE ENTIRE BOARD. IN FEBRUARY A REVIEW OF THE CURRENT JOB DESCRIPTION FOR THE EXECUTIVE DIRECTOR WAS CONDUCTED, AND AN EVALUATION CHECKLIST WAS FINALIZED AND CIRCULATED TO ALL BOARD MEMBERS AND THE EXECUTIVE DIRECTOR. THE EVALUATION CHECKLIST WAS BASED UPON THE JOB DESCRIPTION AND THE ORGANIZATIONAL OBJECTIVES HISTORIC HAWAII FOUNDATION AND ITS STRATEGIC PLAN. THE EVALUATION CHECKLISTS WERE COMPLETED BY BOARD MEMBERS AND A COMPILATION OF THE RESULTS (IN THE FORM OF A COMPOSITE CHECKLIST) WAS PREPARED AND PRESENTED TO THE BOARD IN EXECUTIVE SESSION. THE EXECUTIVE DIRECTOR ALSO PREPARED A SEPARATE SELF EVALUATION, INCLUDING PROPOSED PERFORMANCE OBJECTIVES FOR CY2011. AT ITS MEETING IN EXECUTIVE SESSION THE BOARD REVIEWED THE COMPILATION OF THE EVALUATION CHECKLIST RESULTS AND DISCUSSED AND REACHED CONSENSUS ON EACH ITEM IN THE CHECKLIST AS REFLECTED IN THE COMPILATION. THE BOARD ALSO DISCUSSED THE COMPENSATION OF THE EXECUTIVE DIRECTOR, TAKING INTO ACCOUNT THE CURRENT FINANCIAL CIRCUMSTANCES OF HISTORIC HAWAII FOUNDATION, THE PERFORMANCE OF THE EXECUTIVE DIRECTOR, THE ECONOMY STATUS OF HAWAII, THE UNDERSTANDING OF THE BOARD ON COMPENSATION OF EXECUTIVE DIRECTORS/CEOS OF COMPARABLE ORGANIZATIONS IN HAWAII AND THE REGION, AND ANY OTHER CIRCUMSTANCES. | |
| FORM 990, PART VI, SECTION C, LINE 19 | HISTORIC HAWAII FOUNDATION MAINTAINS COPIES OF ALL ORGANIZATIONAL DOCUMENTS, INCLUDING THE ARTICLES OF INCORPORATION, BY-LAWS AND DETERMINATION OF 501(C)(3) TAX EXEMPT STATUS IN PERPETUITY. HISTORIC HAWAII FOUNDATION MAINTAINS COPIES OF ITS ANNUAL FILING WITH THE INTERNAL REVIEW SERVICE (FORM 990), ANNUAL AUDIT OF FINANCIAL STATEMENTS, AND ANNUAL REPORTS FOR A PERIOD OF SIX YEARS. SUCH DOCUMENTS ARE AVAILABLE FOR PUBLIC INSPECTION AT THE CORPORATION OFFICE DURING NORMAL OFFICE HOURS. | |
| FORM 990, PART IX, LINE 7 AND LINE 10: | PAYROLL TAXES ARE INCLUDED ON LINE 7 (OTHER SALARIES AND WAGES) INSTEAD OF LINE 10 (PAYROLL TAXES). | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -3,722. | CHANGES IN NET ASSETS OR FUND BALANCES: |
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