HILAND FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- HILAND FOUNDATION (EIN 36-7702042)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-01
- IRS object ID
- 202601219349101815
- Schema version
- 2025v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-01T12:01:13-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE FINANCIAL PLZ STE 2300 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 029032485 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 367702042 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HILAND FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HILA | BusinessNameControlTxt |
| Phone | 8086944399 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3170 DEPT 715 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 968023170 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARCO ABBRUZZESE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8086944399 | PhoneNum |
| Signature | 2026-04-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LYLE J MOHLER | PreparerPersonNm |
| PTIN | P01340349 | PTIN |
| Phone | 6892065200 | PhoneNum |
| Preparation | 2026-04-21 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,257,410 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $187,021 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $187,021 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $19,121 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $443,462 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $19,121 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $206,142 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $206,142 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $48,733 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $24,367 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $24,366 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,600 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $19,065 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $19,065 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,183 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,300 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $29 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $29 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $77,610 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $47,761 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $25,966 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $475,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $475,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $552,610 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $47,761 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $500,966 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$346,468 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $158,381 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$3,023 | CashBOYAmt |
| Cash EOY | $6,994 | CashEOYAmt |
| Cash EOYFMV | $6,994 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $178,645 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $198,278 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $198,278 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $6,078,721 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,702,605 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,052,138 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,254,343 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,907,877 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,257,410 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $6,254,343 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,907,877 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,254,343 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,907,877 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,254,343 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,907,877 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,254,343 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$346,468 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2 | OtherIncreasesAmt |
| Subtotal | $5,907,877 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,907,877 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (62 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 32. AIR PRODUCTS & CHEMICAL INC | 2022-03-31 | 2025-04-07 | $8,263 | $8,022 | $241 | $241 | |
| 13. BLACKROCK FUNDING INC | 2021-08-13 | 2025-04-07 | $10,562 | $10,434 | $128 | $128 | |
| 170. CARRIER GLOBAL CORP | 2023-01-10 | 2025-08-28 | $11,288 | $7,473 | $3,815 | $3,815 | |
| 44. CHEVRONTEXACO CORP | 2023-01-10 | 2025-04-07 | $6,146 | $7,729 | -$1,583 | -$1,583 | |
| 54. DIAGEO PLC - SPONSORED ADR | 2024-01-04 | 2025-04-07 | $5,522 | $7,715 | -$2,193 | -$2,193 | |
| 55. DISNEY WALT CO | 2021-08-17 | 2025-04-07 | $4,556 | $7,835 | -$3,279 | -$3,279 | |
| 222. FIRSTENERGY CORP | 2021-08-17 | 2025-04-07 | $8,590 | $8,285 | $305 | $305 | |
| 40. GENERAL DYNAMICS CORP | 2021-08-17 | 2025-06-20 | $11,176 | $7,170 | $4,006 | $4,006 | |
| 22. HOME DEPOT INC | 2018-06-14 | 2025-06-20 | $7,640 | $4,390 | $3,250 | $3,250 | |
| 69. JOHNSON & JOHNSON | 2021-08-11 | 2025-04-07 | $10,402 | $10,910 | -$508 | -$508 | |
| 351. KINDER MORGAN INC | 2021-08-17 | 2025-09-11 | $9,579 | $6,101 | $3,478 | $3,478 | |
| 8. LILLY ELI & CO | 2024-01-04 | 2025-08-28 | $5,826 | $4,970 | $856 | $856 | |
| 8. MERCADOLIBRE INC | 2023-01-10 | 2025-10-15 | $17,455 | $7,306 | $10,149 | $10,149 | |
| 51. MERCK & CO INC | 2021-08-11 | 2025-04-07 | $4,131 | $3,836 | $295 | $295 | |
| 118. METHANEX CORP | 2023-01-10 | 2025-04-07 | $3,214 | $4,974 | -$1,760 | -$1,760 | |
| 184. NEWMONT MINING CORP | 2021-08-17 | 2025-04-07 | $8,235 | $9,164 | -$929 | -$929 | |
| 146. PAYPAL HOLDINGS INC. | 2023-01-10 | 2025-04-07 | $8,529 | $26,708 | -$18,179 | -$18,179 | |
| 153. PFIZER INC | 2021-08-02 | 2025-04-07 | $3,445 | $5,882 | -$2,437 | -$2,437 | |
| 53. PROCTER & GAMBLE CO | 2021-08-11 | 2025-10-15 | $7,875 | $5,997 | $1,878 | $1,878 | |
| 4322.004 BECKER CONGRESS MID CAP GROWTH-INS | 2021-08-19 | 2025-04-07 | $81,038 | $91,370 | -$10,332 | -$10,332 | |
| 59. QUEST DIAGNOSTICS INC COMMON | 2021-08-18 | 2025-04-07 | $9,731 | $8,159 | $1,572 | $1,572 | |
| 170. SHELL PLC NPV ADR | 2023-01-10 | 2025-04-07 | $10,578 | $9,927 | $651 | $651 | |
| 48. SALESFORCE INC | 2021-08-11 | 2025-04-07 | $11,659 | $11,583 | $76 | $76 | |
| 59. SAP AG SPONS ADR | 2021-08-11 | 2025-09-24 | $15,977 | $8,473 | $7,504 | $7,504 | |
| 75. SOUTHERN CO | 2021-08-17 | 2025-04-07 | $6,564 | $4,740 | $1,824 | $1,824 | |
| 165. US BANCORP | 2021-08-17 | 2025-04-07 | $6,047 | $9,165 | -$3,118 | -$3,118 | |
| 1916.201 VANGUARD TOTAL INTL ST INDEX FUND-ADM | 2021-08-13 | 2025-04-07 | $57,831 | $67,672 | -$9,841 | -$9,841 | |
| 66. VANGUARD LONG-TERM CORP BOND | 2024-12-31 | 2025-09-26 | $5,098 | $4,963 | $135 | $135 | |
| 543. VANGUARD LONG-TERM CORP BOND | 2024-03-13 | 2025-09-26 | $41,941 | $43,075 | -$1,134 | -$1,134 | |
| 164. VERIZON COMMUNICATIONS | 2023-01-10 | 2025-04-07 | $7,011 | $6,861 | $150 | $150 | |
| 127. WARNER BROS DISCOVERY INC | 2022-03-31 | 2025-04-07 | $1,018 | $3,452 | -$2,434 | -$2,434 | |
| CAPITAL GAIN DIVIDENDS | $36,535 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,535 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,535 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,535 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,535 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,535 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,535 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,535 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,535 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,535 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,535 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,535 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,535 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,535 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,535 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,535 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,535 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,535 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,535 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,535 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,535 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,535 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,535 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,535 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,535 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,535 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,535 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,535 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,535 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,535 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,535 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $19,121 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,201 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,201 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,201 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,708 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,708 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $507 | OverpaymentAmt |
| Applied To ES Tax | $507 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | HI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF HAWAII | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8086944399 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3170 DEPT 715 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 968023170 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF HAWAII | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3170 DEPT 715 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $48,733 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,656,293 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $114,848 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,771,141 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,771,141 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $116,567 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,654,574 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $382,729 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $382,729 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,201 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,201 | TotalTaxAmt |
| Distributable Before Adj | $380,528 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $380,528 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $380,528 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $500,966 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $500,966 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $380,528 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $144,935 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $6,683 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,404 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $155,022 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $500,966 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $380,528 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $120,438 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $275,460 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $144,935 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $130,525 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $6,683 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $3,404 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $120,438 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF OREGON | ||||||||
| 1720 E 13TH AVE | EUGENE | OR | 97403 | NONE | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| MAUI ARTS & CULTURAL CENTER | ||||||||
| 1 CAMERON WAY | Kahului | HI | 96732 | NONE | PC | GENERAL SUPPORT | $100,000 | |
| IRVINE BARCLAY THEATRE | ||||||||
| 4199 CAMPUS DRIVE NO 275 | Irvine | HI | 92612 | NONE | PC | HAWAIIAN MUSIC SERIES | $25,000 | |
| MAUI COMMUNITY THEATRE | ||||||||
| 68 NORTH MARKET STREET | Wailuku | HI | 96793 | NONE | PC | GENERAL CONTRIBUTION | $10,000 | |
| Balboa Yacht Club Maritime Sciences and | ||||||||
| 3020 OLD RANCH PARKWAY 300 | Seal Beach | CA | 90740 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 | Seamanship Foundation |
| HAWAII PUBLIC RADIO | ||||||||
| 738 KAHEKA STREET | HONOLULU | HI | 96814 | NONE | PC | UNRESTRICTED GIFT | $50,000 | |
| AMERICAN RED CROSS | ||||||||
| 4155 DIAMOND HEAD RD | HONOLULU | HI | 96816 | NONE | PC | RELIEF SUPPORT | $100,000 | OFFICE OF THE GENERAL COUNSEL |
| Waimea Hawaiian Homesteaders | ||||||||
| PO BOX 126 | Kamuela | HI | 96743 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 | Association |
| HAWAII PUBLIC TELEVISION FOUNDATION | ||||||||
| 315 SAND ISLAND ACCESS RD | Honolulu | HI | 96819 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $475,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $187,021 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $19,121 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $206,142 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $206,142 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $1,600 | Amt |
| Disbursements Charitable Prps | $1,600 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SEE ATTACHED STATEMENT | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $5,702,605 | BookValueAmt |
| EOYFMV | $8,052,138 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSE (NON-DEDUCTIBLE | Desc |
| Revenue And Expenses Per Books | $29 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $29 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $2 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMNT MNGMNT FEES (NON-DED | CategoryTxt |
| Amt | $19,065 | Amt |
| Net Investment Income | $19,065 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $292 | $292 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $1,175 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $2,708 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $3,067 | $3,067 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $941 | $941 | $0 |
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