Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
HAWAII HEPTACHLOR RESEARCH & EDUCATION
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)C/O RICK SCUDDER ADMINPO BOX 3735
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HONOLULU, HI96812
A Employer identification number

99-0258945
B Telephone number (see instructions)

(808) 842-3429
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$746,092J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 16 16  
4 Dividends and interest from securities... 17,139 17,139  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 44,946
b Gross sales price for all assets on line 6a 240,637
7 Capital gain net income (from Part IV, line 2)... 44,946
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 10 10 0
12 Total. Add lines 1 through 11........ 62,111 62,111 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 18,094 0 0 18,094
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 8,746 875 0 7,871
c Other professional fees (attach schedule).... Click to see attachment 13,752 5,121 0 8,631
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,365 0 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 1,932 0 0 1,932
21 Travel, conferences, and meetings....... 724 0 0 724
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 1,192 44 0 1,148
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 46,805 6,040 0 38,400
25 Contributions, gifts, grants paid....... 0 0
26 Total expenses and disbursements. Add lines 24 and 25 46,805 6,040 0 38,400
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 15,306
b Net investment income (if negative, enter -0-) 56,071
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 47 47 47
2 Savings and temporary cash investments......... 13,293 19,055 19,055
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 116,154 Click to see attachment144,989 149,013
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 623,338 Click to see attachment604,047 577,977
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 752,832 768,138 746,092
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 752,832 768,138
30 Total net assets or fund balances (see instructions)..... 752,832 768,138
31 Total liabilities and net assets/fund balances (see instructions). 752,832 768,138
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
752,832
2
Enter amount from Part I, line 27a .....................
2
15,306
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
768,138
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
768,138
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 6SHS BIOVERATIV INC P 2015-07-08 2018-01-22
b 443.98SHS DOMINI IMPACT INTL EQ P 2016-01-22 2018-01-22
c 22SHS CROWN HLDGS P 2015-07-08 2018-02-21
d 6SHS STATE STREET CORP P 2015-07-08 2018-03-23
e 5SHS AMERICAN EXPRESS CO P 2015-07-08 2018-04-18
1SH AMGEN INC P 2015-07-08 2018-04-16
14SHS ANADARKO PETE P 2015-07-08 2018-04-25
2SHS ANADARKO PETE P 2015-07-08 2018-04-25
1SH ANADARKO PETE P 2015-08-24 2018-04-25
1SH AUTODESK INC DELAWARE P 2015-07-08 2018-04-25
2SHS BANK OF AMERICA CORP P 2016-12-01 2018-04-25
3SHS BANK OF NEW YORK MELLON CORP P 2015-07-08 2018-04-25
1SH CAPITAL ONE FINANCIAL CORP P 2015-07-08 2018-04-25
1SH CITIGROUP INC NEW P 2015-07-08 2018-04-25
2SHS CITRIX SYSTEMS INC P 2015-07-08 2018-04-25
5SHS CREE RESEARCH INC P 2017-02-06 2018-04-25
CVS HEALTH CORP COM P 2015-07-08 2018-04-25
2SHS DANAHER CORPORATION P 2015-07-08 2018-04-25
1SH DISH NETWORK CORP CL A P 2015-07-08 2018-04-25
5SHS DOLBY CLA A COM STK P 2015-07-08 2018-04-25
8SHS MERCK & CO INC NEW COM P 2015-07-08 2018-04-16
2SHS ANADARKO PETE P 2015-07-08 2018-05-14
1SH AUTODESK INC DELAWARE P 2015-07-08 2018-05-14
1SH CAPITAL ONE FINANCIAL CORP P 2015-07-08 2018-05-14
1SH CITRIX SYSTEMS INC P 2015-07-08 2018-05-14
1SH CVS HEALTH CORP COM P 2015-07-08 2018-05-14
431.346SHS DOMINI IMPACT INTL P 2016-01-22 2018-05-14
8SHS NOW INC P 2015-07-08 2018-05-14
7SHS PROGRESSIVE CORP OHIO P 2015-07-08 2018-05-17
.0051SHS AT&T INC P 2015-07-08 2018-06-15
3SHS CITIGROUP INC NEW P 2015-07-08 2018-06-07
5SHS CITIGROUP INC NEW P 2015-07-08 2018-06-27
3SHS STATE STREET CORP P 2015-07-08 2018-06-27
23SHS TIME WARNER INC NEW P 2015-07-08 2018-06-15
28SHS SYNCHRONY FINANCIAL P 2015-07-08 2018-07-20
1SH ALLERGAN PLC SHS P 2015-07-08 2018-08-09
1SH ALLERGAN PLC SHS P 2015-07-08 2018-08-20
2SHS BIOGEN INC COM P 2015-07-08 2018-08-09
2SHS CVS HEALTH CORP COM P 2015-07-08 2018-08-09
1453.60SHS DOMINI IMPACT INTL EQ P 2016-01-22 2018-08-07
1268.90SHS JPMORGAN EMERGING MKTS EQ P 2016-11-17 2018-08-07
8SHS KIMBERLY CLARK CORP P 2015-07-08 2018-08-01
3SHS MICROSOFT CORP P 2015-07-08 2018-08-09
5743.30SHS PAX MSCI EAFE ESG LDRS P 2016-06-29 2018-08-07
1142.20SHS PAX SMALL CAP INST P 2015-07-17 2018-08-07
63.8SHS PAX SMALL CAP INST P 2016-01-22 2018-08-07
958SHS PAX SMALL CAP INST P 2016-06-29 2018-08-07
16SHS NATIONAL OILWELL VARCO INC P 2015-07-08 2018-09-07
7SHS NATIONAL OILWELL VARCO INC P 2015-07-08 2018-09-07
17SHS NVENT ELECTRIC PLC P 2015-07-08 2018-09-07
1SH NVENT ELECTRIC PLC P 2015-07-08 2018-09-07
1SH NVENT ELECTRIC PLC P 2015-07-08 2018-09-07
5SHS BANK OF AMERICA CORP P 2018-08-07 2018-10-08
112.36SHS CALVERT EMERGING MARKETS P 2018-08-07 2018-10-08
1SH CITIGROUP INC NEW P 2018-08-07 2018-10-08
2SHS COCA COLA CO P 2018-08-07 2018-10-08
4SHS COMCAST CORP (NEW) CL A P 2018-04-25 2018-10-08
1SH COMCAST CORP (NEW) CL A P 2018-08-08 2018-10-08
1SH EATON CORP PLC SHS P 2018-08-07 2018-10-08
1SH IONIS PHARMACEUTICALS INC P 2017-11-06 2018-10-08
27SHS ISHARES MSCI EAFE ESG OPT ETF P 2018-08-07 2018-10-08
1SH MOTOROLA SOLUTIONS INC P 2018-08-07 2018-10-08
152.214SHS NEUBERGER BRMN SUSTAIN EQ P 2018-08-07 2018-10-08
3SHS ORACLE CORP P 2018-10-27 2018-10-08
450.241SHS TIAA CREF SOCIAL CHOICE P 2017-12-29 2018-10-08
326.186SHS UBS INTERNATIONAL SUST EQ P P 2018-08-07 2018-10-08
2SHS ALLERGAN PLC SHS P 2015-07-08 2018-10-08
1SH AMC NETWORKS INC CL A P 2015-07-08 2018-10-08
1SH AMERICAN EXPRESS CO P 2015-07-08 2018-10-08
5SHS ANADARKO PETE P 2015-07-08 2018-10-08
7SHS AT&T INC P 2015-07-08 2018-10-08
2SHS AUTODESK INC DELAWARE P 2015-07-08 2018-10-08
2SHS BANK OF NEW YORK MELLON CORP P 2015-07-08 2018-10-08
1SH BIOGEN INC COM P 2015-07-08 2018-10-08
1SH CITRIX SYSTEMS INC P 2015-07-08 2018-10-08
1SH COCA COLA CO P 2015-07-08 2018-10-08
4SHS COMCAST CORP (NEW) CL A P 2015-07-08 2018-10-08
3SHS CVS HEALTH CORP COM P 2015-07-08 2018-10-08
1SH DANAHER CORPORATION P 2015-07-08 2018-10-08
10SHS DISCOVERY INC SER A P 2015-07-08 2018-10-08
5SHS DISCOVERY INC SER A P 2015-07-08 2018-10-08
1SH DISCOVERY INC SER A P 2015-07-08 2018-10-08
1SH DISH NETWORK CORP CL A P 2015-07-08 2018-10-08
5SHS DOLBY CLA A COM STK P 2015-07-08 2018-10-08
537.935SHS DOMINI IMPACT INTL EQ P 2016-01-22 2018-10-08
1SH EMERSON ELECTRIC CO P 2015-07-08 2018-10-08
17SHS FLUO CORP NEW P 2015-07-08 2018-10-08
.3SHS GARRETT MOTION INC P 2015-07-08 2018-10-01
1SH GARRETT MOTION INC P 2015-07-08 2018-10-02
1SH HOME DEPOT INC P 2015-07-08 2018-10-08
1SH HONEYWELL INTERNATIONAL INC P 2015-07-08 2018-10-08
1SH ILL TOOL WORKS INC P 2015-12-16 2018-10-08
51SHS IMMUNOGEN INC P 2015-07-08 2018-10-08
3SHS IMMUNOGEN INC P 2016-01-22 2018-10-08
21SHS IMMUNOGEN INC P 2016-05-23 2018-10-08
4SHS JOHNSON & JOHNSON P 2015-07-08 2018-10-08
1SH JOHNSON CTLS INTL PLC P 2015-07-08 2018-10-08
13SHS JPMORGAN CHASE & CO P 2015-07-08 2018-10-08
2SHS KELLOGG CO P 2015-07-08 2018-10-08
2SHS LIBERTY BROADBAND CORP S-C P 2015-07-08 2018-10-08
2SHS LIBERTY MEDIA C SER A SIRIUSXM P 2015-07-08 2018-10-08
4SHS LIBERTY MEDIA C SER C SIRIUSXM P 2015-07-08 2018-10-08
1SH LIBERTY MEDIA CORP SER C P 2015-07-08 2018-10-08
4SHS MARSH & MCLENNAN COS INC P 2015-07-08 2018-10-08
3SHS MARTIN MARIETTA MATERIALS P 2015-07-08 2018-10-08
1SH MC CORMICK AND CO NON VOTING P 2017-10-04 2018-10-08
1SH MEDTRONIC PLC SHS P 2015-07-08 2018-10-08
1SH MERCK & CO INC NEW COM P 2015-07-08 2018-10-08
1SH METLIFE INCORPORATED P 2015-07-08 2018-10-08
2SHS MICROSOFT CORP P 2015-07-08 2018-10-08
3SHS NATIONAL OILWELL VARCO INC P 2015-07-08 2018-10-08
3SHS NOVARTIS AG ADR P 2015-07-08 2018-10-08
8SHS NOW INC P 2015-07-08 2018-10-08
7SHS NUANCE COMMUNICATIONS INC P 2015-07-08 2018-10-08
5SHS NUANCE COMMUNICATIONS INC P 2015-07-08 2018-10-08
32SHS NUCOR CORPORATION P 2015-07-08 2018-10-08
1SH OCCIDENTAL PETROLEUM CORP DE P 2016-04-04 2018-10-08
3SHS PENTAIR PLC P 2015-07-08 2018-10-08
1SH PENTAIR PLC P 2015-07-08 2018-10-08
1SH PENTAIR PLC P 2015-07-08 2018-10-08
2SHS PEPSICO INC NC P 2015-07-08 2018-10-08
1SH PROGRESSIVE CORP OHIO P 2015-07-08 2018-10-08
7SHS SCHLUMBERGER LTD P 2015-07-08 2018-10-08
1SH SCHLUMBERGER LTD P 2015-08-17 2018-10-08
11SHS SEAGATE TECHNOLOGY PLC P 2015-07-08 2018-10-08
2SHS SEMPRA ENERGY P 2015-07-08 2018-10-08
14SHS TE CONNECTIVITY LTD NEW P 2015-07-08 2018-10-08
2SHS TE CONNECTIVITY LTD NEW P 2015-07-08 2018-10-08
1023.22SHS TIAA CREF SOCIAL CHOICE P 2016-06-29 2018-10-08
334.108SHS TOUCHSTONE SUSTAIN IMPACT P 2016-06-29 2018-10-08
1SH TRAVELERS COMPANIES P 2015-07-08 2018-10-08
3SHS TWENTY-FIRST CENTURY FOX CL B P 2015-07-08 2018-10-08
51SHS TWITTER INC P 2015-12-08 2018-10-08
14SHS TWITTER INC P 2016-01-13 2018-10-08
2SHS US BANCORP COM NEW P 2015-07-08 2018-10-08
12SHS UNITEDHEALTH GP INC P 2015-07-08 2018-10-08
1SH UNITEDHEALTH GP INC P 2015-07-08 2018-10-08
10SHS VERTEX PHARMACEUTICALS P 2015-07-08 2018-10-08
65SHS WEATHERFORD INTERNATONAL P 2015-07-08 2018-10-08
5SHS WESTERN DIGITAL CORPORATION P 2015-11-04 2018-10-08
1SH WESTERN DIGITAL CORPORATION P 2015-11-05 2018-10-08
3SHS XEROX CORP P 2015-07-08 2018-10-08
487.084SHS CRA QUALIFIED INV INS P 2017-12-29 2018-11-09
355.872SHS CRA QUALIFIED INV INS P 2015-07-08 2018-11-09
2SHS RESIDEO TECHNOLOGIES INC P 2015-07-08 2018-11-01
2SHS XEROX CORP P 2015-07-08 2018-12-17
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 622   326 296
b 4,187   3,019 1,168
c 1,119   1,151 -32
d 594   449 145
e 474   380 94
171   152 19
934   1,060 -126
133   151 -18
67   66 1
124   52 72
60   43 17
166   122 44
93   86 7
69   53 16
192   108 84
196   140 56
135   209 -74
200   131 69
37   67 -30
313   187 126
470   459 11
138   151 -13
134   52 82
93   86 7
107   54 53
67   104 -37
3,917   2,933 984
117   148 -31
423   201 222
2   2 0
206   159 47
334   265 69
284   224 60
1,236   901 335
925   860 65
184   300 -116
190   299 -109
697   735 -38
138   209 -71
12,574   9,885 2,689
35,363   26,430 8,933
897   875 22
330   133 197
51,345   42,615 8,730
19,325   16,607 2,718
1,080   790 290
16,210   13,211 2,999
707   711 -4
309   311 -2
459   373 86
27   22 5
27   22 5
150   158 -8
1,692   1,805 -113
72   73 -1
93   93 0
139   137 2
35   35 0
86   82 4
45   55 -10
1,727   1,793 -66
123   121 2
6,223   6,242 -19
147   152 -5
4,462   4,651 -189
3,272   3,399 -127
378   599 -221
64   82 -18
107   75 32
345   379 -34
238   228 10
291   105 186
105   81 24
341   367 -26
106   54 52
46   40 6
139   123 16
238   313 -75
105   66 39
325   329 -4
163   164 -1
33   33 0
34   67 -33
341   187 154
4,443   3,658 785
77   54 23
1,003   859 144
5   3 2
17   11 6
197   111 86
164   100 64
140   93 47
410   715 -305
24   29 -5
169   120 49
557   393 164
36   40 -4
1,486   849 637
141   128 13
162   102 60
85   55 30
171   111 60
35   21 14
332   225 107
545   436 109
136   100 36
96   72 24
71   57 14
48   49 -1
221   89 132
132   133 -1
255   297 -42
131   148 -17
120   115 5
86   82 4
2,054   1,373 681
81   68 13
127   130 -3
42   43 -1
42   43 -1
216   192 24
71   29 42
438   581 -143
63   84 -21
502   509 -7
234   203 31
1,170   866 304
167   124 43
10,140   10,754 -614
7,882   6,422 1,460
131   99 32
136   95 41
1,436   1,259 177
394   263 131
107   85 22
3,199   1,427 1,772
266   119 147
1,847   1,219 628
186   731 -545
277   339 -62
55   68 -13
79   88 -9
4,915   5,129 -214
3,591   3,833 -242
45   35 10
44   59 -15
9,339     9,339
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       296
b       1,168
c       -32
d       145
e       94
      19
      -126
      -18
      1
      72
      17
      44
      7
      16
      84
      56
      -74
      69
      -30
      126
      11
      -13
      82
      7
      53
      -37
      984
      -31
      222
      0
      47
      69
      60
      335
      65
      -116
      -109
      -38
      -71
      2,689
      8,933
      22
      197
      8,730
      2,718
      290
      2,999
      -4
      -2
      86
      5
      5
      -8
      -113
      -1
      0
      2
      0
      4
      -10
      -66
      2
      -19
      -5
      -189
      -127
      -221
      -18
      32
      -34
      10
      186
      24
      -26
      52
      6
      16
      -75
      39
      -4
      -1
      0
      -33
      154
      785
      23
      144
      2
      6
      86
      64
      47
      -305
      -5
      49
      164
      -4
      637
      13
      60
      30
      60
      14
      107
      109
      36
      24
      14
      -1
      132
      -1
      -42
      -17
      5
      4
      681
      13
      -3
      -1
      -1
      24
      42
      -143
      -21
      -7
      31
      304
      43
      -614
      1,460
      32
      41
      177
      131
      22
      1,772
      147
      628
      -545
      -62
      -13
      -9
      -214
      -242
      10
      -15
      9,339
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 44,946
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017      
2016      
2015      
2014      
2013      
2
Total of line 1, column (d) .....................
2
 
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
 
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
 
5
Multiply line 4 by line 3......................
5
 
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
 
7
Add lines 5 and 6........................
7
 
8
Enter qualifying distributions from Part XII, line 4,.............
8
 
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 1,121
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,121
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,121
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 383
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 2,500
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,883
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,762
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet1,762 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletHI
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.HAWAIIHEPTACHLOR.WORDPRESS.COM
    14
    The books are in care ofbulletRICK SCUDDER ADMINISTRATOR Telephone no.bullet (808) 842-3429

    Located atbulletPO BOX 3735HONOLULUHI ZIP+4bullet96812
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
    Yes
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet2017, 2016, 2015, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
    Yes
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    ART MORI PHD PRESIDENT
    2.00     		0 0 0
    C/O RICK SCUDDER ADMIN PO BOX 3735
    HONOLULU,HI96812
    THALIA MAA LAPILIO SECRETARY
    0.25     		0 0 0
    C/O RICK SCUDDER ADMIN PO BOX 3735
    HONOLULU,HI96812
    DAVID G WATUMULL JR TREASURER
    0.25     		0 0 0
    C/O RICK SCUDDER ADMIN PO BOX 3735
    HONOLULU,HI96812
    GAIL HIROTA DIRECTOR
    0.25     		0 0 0
    C/O RICK SCUDDER ADMIN PO BOX 3735
    HONOLULU,HI96812
    JO ELLEN YOUNGS DIRECTOR
    0.25     		0 0 0
    C/O RICK SCUDDER ADMIN PO BOX 3735
    HONOLULU,HI96812
    STEVEN L MONTGOMERY PHD VICE PRESIDENT
    0.25     		0 0 0
    C/O RICK SCUDDER ADMIN PO BOX 3735
    HONOLULU,HI96812
    HELENE TAKEMOTO DIRECTOR
    0.25     		0 0 0
    C/O RICK SCUDDER ADMIN PO BOX 3735
    HONOLULU,HI96812
    HAZEL CUNNINGHAM MPH DIRECTOR
    0.25     		0 0 0
    C/O RICK SCUDDER ADMIN PO BOX 3735
    HONOLULU,HI96812
    RICHARD SCUDDER ADMINISTRATOR
    11.00     		18,094 0 0
    C/O RICK SCUDDER ADMIN PO BOX 3735
    HONOLULU,HI96812
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 THE YEAR 2018 FOCUSED ON MONITORING HEALTH EFFECTS INFORMATION AND SUPPORTING A NEW EDUCATIONAL GRANT. THE FOUNDATION ALSO MAINTAINS A WEBSITE AT WWW.HAWAIIHEPTACHLOR.WORDPRESS.COM. THE WEBSITE WAS UPDATED DURING 2018. THE CONTRACTED ADMINISTRATOR DOES THIS WORK. 26,880
    2 THE FOUNDATION BOARD MADE NO MAJOR RESEARCH GRANTS DURING 2018. THE BOARD IS CONSIDERING WHAT FOLLOWUP STUDIES MIGHT BE SUPPORTED UTILIZING THE AVAILABLE HEALTH STATISTICS AND RELATED HEPTACHLOR RESEARCHERS. THE ADMINISTRATOR MONITORS ANY RELATED RESEARCH ON HEPTACHLOR CONTAMINATION AND POSSIBLE HEALTH EFFECTS. ONE EXAMPLE IS IF THERE IS A POSSIBLE RELATIONSHIP HEPTACHLOR EXPOSURE AND CANCER. HE MAINTAINS CONTACT WITH THE CHAIRMAN, DR. DONALD MATTISSON, AND MEMBERS OF THE SCIENTIFIC ADVISORY COUNCIL. 11,520
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 NONE 0
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    826,419
    b
    Average of monthly cash balances.......................
    1b
    12,964
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    839,383
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    839,383
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    12,591
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    826,792
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    41,340
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    41,340
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    1,121
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,121
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    40,219
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    40,219
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    40,219
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    38,400
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    38,400
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    38,400
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 40,219
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 39,606
    b Total for prior years:2016, 20, 20 11,959
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 38,400
    a Applied to 2017, but not more than line 2a 26,441
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		Click to see attachment11,959
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount..... 0
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		13,165
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		40,219
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    ART MORI PHDPRESIDENT
    C/O HHREF PO BOX 3735
    HONOLULU,HI96812
    (808) 842-3429
    WWW.ADMINHHREF@HAWAII.RR.COM
    bThe form in which applications should be submitted and information and materials they should include:
    THE HAWAII HEPTACHLOR RESEARCH & EDUCATION FOUNDATION REQUESTS LETTERS OF INTENT FROM POTENTIAL RESEARCHERS IN RESPONSE TO PUBLISHED REQUESTS FOR PROPOSALS. AFTER REVIEW OF ALL THE LETTERS OF INTENT BY THE SCIENTIFIC ADVISORY AND BOARD OF DIRECTORS, THE FOUNDATION REQUESTS FULL PROPOSALS FROM ONLY THOSE SELECTED.
    cAny submission deadlines:
    DEADLINES ARE SET IN THE REQUEST FOR PROPOSALS.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    RESEARCHERS HAVE TO COMPLY WITH THE FOUNDATION'S POLICIES ON RESEARCH AND CLINICAL INVESTIGATIONS. THE FOUNDATION MUST COMPLY WITH THE STATED INTENT OF THE COURT ORDERS REGARDING THE HEPTACHLOR CONTAMINATION LAWSUITS AND HAS A COURT REVIEW OF ITS PROGRAMS AND BUDGET.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    Total .................................bullet 3a 0
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 16  
    4 Dividends and interest from securities....     14 17,139  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     01 10  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 44,946  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 62,111 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    62,111
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    HAWAII HEPTACHLOR RESEARCH & EDUCATION
     
    FOUNDATION
    EIN:
    99-0258945
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION 8,746 875 0 7,871

    TY 2018 AppliedToPriorYearElection
    Name:
    HAWAII HEPTACHLOR RESEARCH & EDUCATION
     
    FOUNDATION
    EIN:
    99-0258945
    Election:
    PURSUANT TO IRC SEC. 4942 (H)(2) AND REG. 53.4942 (A) - 3(D)(2), THE ABOVE REFERENCE FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS; FIRST TO A PRIOR YEAR'S THEN TO THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS FOLLOWS: 2016 - $11,959 THEN 2017 - $26,441 FOR A TOTAL OF $38,400.

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    HAWAII HEPTACHLOR RESEARCH & EDUCATION
     
    FOUNDATION
    EIN:
    99-0258945
    Name of Stock End of Year Book Value End of Year Fair Market Value
    MORGAN STANLEY #5379 - STOCKS 92,029 98,443
    MORGAN STANLEY #9467 - STOCKS 52,960 50,570

    TY 2018 InvestmentsOtherSchedule2
    Name:
    HAWAII HEPTACHLOR RESEARCH & EDUCATION
     
    FOUNDATION
    EIN:
    99-0258945
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MORGAN STANLEY #5379 - TRADED & CLOSED END FUNDS AT COST 22,181 19,165
    MORGAN STANLEY #5379 - MUTUAL FUND AT COST 571,152 548,697
    MORGAN STANLEY #9467 - TRADED & CLOSED END FUNDS AT COST 10,714 10,115

    TY 2018 OtherExpensesSchedule
    Name:
    HAWAII HEPTACHLOR RESEARCH & EDUCATION
     
    FOUNDATION
    EIN:
    99-0258945
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    POSTAGE 257 0 0 257
    OFFICE SUPPLIES 373 0 0 373
    OUTSIDE SERVICES 518 0 0 518
    BANK CHARGES 44 44 0 0


    TY 2018 OtherIncomeSchedule2
    Name:
    HAWAII HEPTACHLOR RESEARCH & EDUCATION
     
    FOUNDATION
    EIN:
    99-0258945
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FUND RECEIVED 10 10  


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    HAWAII HEPTACHLOR RESEARCH & EDUCATION
     
    FOUNDATION
    EIN:
    99-0258945
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISOR FEE 12,804 5,121 0 7,683
    MUTUAL UNDERWRITERS - INSURANCE 948 0 0 948


    TY 2018 TaxesSchedule
    Name:
    HAWAII HEPTACHLOR RESEARCH & EDUCATION
     
    FOUNDATION
    EIN:
    99-0258945
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 2,365 0 0 0