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
2019
Open to Public Inspection
For calendar year 2019, or tax year beginning 01-01-2019 , and ending 12-31-2019
Name of foundation
J WATUMULL FUND
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 3708-TRUST
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HONOLULU, HI96811
A Employer identification number

51-0205431
B Telephone number (see instructions)

(808) 525-5881
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$13,098,201J 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 8,722 8,722  
4 Dividends and interest from securities... 298,279 298,279  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 358,097
b Gross sales price for all assets on line 6a 969,439
7 Capital gain net income (from Part IV, line 2)... 358,097
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 154,132 153,923  
12 Total. Add lines 1 through 11........ 819,230 819,021  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
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 7,749      
c Other professional fees (attach schedule).... Click to see attachment 48,723 48,723    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 16,318 818    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 7      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 72,797 49,541   0
25 Contributions, gifts, grants paid....... 455,000 455,000
26 Total expenses and disbursements. Add lines 24 and 25 527,797 49,541   455,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 291,433
b Net investment income (if negative, enter -0-) 769,480
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2019)
Form 990-PF (2019)
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.............      
2 Savings and temporary cash investments......... 508,407 683,203 683,203
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)....... 6,937,171 Click to see attachment6,427,834 8,366,920
c Investments—corporate bonds (attach schedule)....... 1,784,012 Click to see attachment2,268,763 2,299,513
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 732,112 Click to see attachment875,744 921,912
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment829,062 Click to see attachment826,653 Click to see attachment826,653
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 10,790,764 11,082,197 13,098,201
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
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 10,790,764 11,082,197
29 Total net assets or fund balances (see instructions)..... 10,790,764 11,082,197
30 Total liabilities and net assets/fund balances (see instructions). 10,790,764 11,082,197
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
10,790,764
2
Enter amount from Part I, line 27a .....................
2
291,433
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
11,082,197
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
11,082,197
Form 990-PF (2019)
Form 990-PF (2019)
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 ISHARES EUROPE P   2019-04-16
b ISHARES CURRENCY HEDGED MSCI EAFE P    
c ISHARES JAPAN P   2019-04-18
d ISHARES CORE S&P 500 ETF P   2019-07-21
e ISHARES CORE S&P MID-CAP P   2019-04-22
ISHARES MSCI EAFE ETF P   2019-11-27
ISHARES MSCI EMG MKTS P   2019-04-22
ISHARES CORE S&P 500 ETF P   2019-11-27
BNY MELLON MANAGED ACCT (SEE SCHD P    
ISHARES CORE S&P MID-CAP ETF P   2019-11-27
VANGUARD SHORT-TERM TIPS P    
ISHARES CORE S&P SMALL-CAP ETF P   2019-11-27
ISHARES CURRENCY HEDGED MSCI EAFE P    
NUVEEN REAL ASSET INCOME FUND P   2019-11-27
ISHARES CORE S&P SMALL-CAP ETF P    
BLACKROCK GLOBAL ALLOCATION FUND INC P    
JP MORGAN STRATEGIC INCOME OPPS P    
NUVEEN REAL ASSET INCOME FUND P    
BLACKSTONE ALTERNATIVE MULT-STRATEGY P    
ISHARES CORE S&P 500 ETF P    
VANGUARD FTSE EMG MKTS P    
ISHARES MSCI EAFE ETF 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 67,242   57,078 10,164
b 4,998   4,963 35
c 69,527   57,662 11,865
d 14,857   13,757 1,100
e 61,465   36,530 24,935
87,060   79,548 7,512
11,303   10,646 657
90,387   75,098 15,289
273,803     273,803
30,244   27,232 3,012
5,020   5,092 -72
15,074   13,752 1,322
19,962   19,821 141
78,248   75,267 2,981
1,963   1,879 84
13,000   14,062 -1,062
8,000   8,090 -90
18,000   18,768 -768
14,000   14,082 -82
70,098   67,898 2,200
4,981   5,173 -192
4,984   4,944 40
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       10,164
b       35
c       11,865
d       1,100
e       24,935
      7,512
      657
      15,289
      273,803
      3,012
      -72
      1,322
      141
      2,981
      84
      -1,062
      -90
      -768
      -82
      2,200
      -192
      40
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 2 358,097
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 3 274,037
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))
2018 624,406 12,255,093 0.050951
2017 518,317 11,768,543 0.044043
2016 538,763 10,424,804 0.051681
2015 504,782 10,926,353 0.046199
2014 514,297 11,072,407 0.046449
2
Total of line 1, column (d) .....................
2
0.239323
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
0.047865
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
12,292,266
5
Multiply line 4 by line 3......................
5
588,369
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
7,695
7
Add lines 5 and 6........................
7
596,064
8
Enter qualifying distributions from Part XII, line 4,.............
8
455,000
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 (2019)
Form 990-PF (2019)
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 15,390
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  
3 Add lines 1 and 2........................... 3 15,390
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 15,390
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a 9,691
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 9,691
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 5,699
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet   RefundedBullet 11  
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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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 2019 or the taxable year beginning in 2019? 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 (2019)
    Form 990-PF (2019)
    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 addressbulletN/A
    14
    The books are in care ofbulletFIRST HAWAIIAN BANK Telephone no.bullet (808) 525-5881

    Located atbulletP O BOX 3708HONOLULUHI ZIP+4bullet96811
    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 2019, 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
     
     
    ........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 2019?.............
    1c
     
     
    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 2019, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2019?.............
    If "Yes," list the years bullet20, 20, 20, 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
     
     
    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 2019 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 2019.)..................
    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 2019?
    4b
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    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
    GULAB WATUMULL PRESIDENT
    000.00     		0 0 0
    1010 WILDER AVENUE
    HONOLULU,HI96822
    JAIDEV WATUMULL VICE PRES.
    000.00     		0 0 0
    4616 AUKAI STREET
    HONOLULU,HI96816
    VIKRAM WATUMULL TREASURER
    000.00     		0 0 0
    4131 PAPU CIRCLE
    HONOLULU,HI96816
    JYOTI WATUMULL SECRETARY
    000.00     		0 0 0
    1217 N KING STREET
    HONOLULU,HI96817
    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  
    Form 990-PF (2019)
    Form 990-PF (2019)
    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.............bullet  
    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  
    2  
    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 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2019)
    Form 990-PF (2019)
    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
    11,149,482
    b
    Average of monthly cash balances.......................
    1b
    503,320
    c
    Fair market value of all other assets (see instructions)................
    1c
    826,656
    d
    Total (add lines 1a, b, and c).........................
    1d
    12,479,458
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    12,479,458
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    187,192
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    12,292,266
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    614,613
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    614,613
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    15,390
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    15,390
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    599,223
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    599,223
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    599,223
    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
    455,000
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    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
    455,000
    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
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    455,000
    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 (2019)
    Form 990-PF (2019)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2018     		(c)
    2018     		(d)
    2019
    1 Distributable amount for 2019 from Part XI, line 7 599,223
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2019:
    a From 2014......  
    b From 2015......  
    c From 2016......  
    d From 2017......  
    e From 2018...... 8,242
    fTotal of lines 3a through e........ 8,242
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 455,000
    a Applied to 2018, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2019 distributable amount..... 455,000
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2019. 8,242 8,242
    (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  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    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......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2018. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2019. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2020 ..........     		135,981
    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) .......     		 
    8 Excess distributions carryover from 2014 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2015....  
    b Excess from 2016....  
    c Excess from 2017....  
    d Excess from 2018....  
    e Excess from 2019....  
    Form 990-PF (2019)
    Form 990-PF (2019)
    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 2019, 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) 2019 (b) 2018 (c) 2017 (d) 2016
             
    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:
    MR GULAB WATUMULL
    307 LEWERS ST 600
    HONOLULU,HI96815
    (808) 971-8800
    bThe form in which applications should be submitted and information and materials they should include:
    NONE
    cAny submission deadlines:
    APPLICATIONS ACCEPTED ANYTIME.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    Form 990-PF (2019)
    Form 990-PF (2019)
    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
    ALEA BRIDGE
    123 MANGO ST
    WAHIAWA,HI96786     		NONE   GENERAL 1,000
    RYSE
    42-470 KALANIANAOLE HWY
    KAILUA,HI96734     		NONE   GENERAL 1,000
    REHAB FOUNDATION
    226 NORTH KUAKINI ST
    HONOLULU,HI96817     		NONE   GENERAL 2,000
    SALVATION ARMY
    P O BOX 620
    HONOLULU,HI96809     		NONE   GENERAL 2,000
    WEST HAWAII DANCE THEATER
    74-5626 ALAPA ST
    HONOLULU,HI96740     		NONE   GENERAL 1,000
    ANERA
    1111 145ST NW STE 400
    WASHINGTON,DC20005     		NONE   GENERAL 500
    THERAPEUTIC HORSEMANSHIP OF HAWAII
    41-1032 KALANIANAOLE HWY
    WAIMANALO,HI96795     		NONE   GENERAL 1,000
    BOYS TO MEN MENTORING PROGRAM
    3322 SWEETWATER SPRINGS B
    SPRING VALLEY,CA91977     		NONE   GENERAL 500
    CHILD AND FAMILY SERVICE
    91-1841 FORT WEAVER RD
    EWA BEACH,HI96706     		NONE   GENERAL 1,000
    AKANSHKA FUND
    P O BOX 2038
    NEW YORK,NY10113     		NONE   GENERAL 500
    HAWAII INTERNATIONAL CHILD
    200 N VINEYARD BLVD 330
    HONOLULU,HI96817     		NONE   GENERAL 1,000
    HEALTHY MOTHERS HEALTHY BABIES
    310 PAOKALANI AVE 202A
    HONOLULU,HI96815     		NONE   GENERAL 1,000
    CENTRAL UNION CHURCH
    1660 S BERETANIA ST
    HONOLULU,HI96826     		NONE   GENERAL 1,000
    CARE USA
    465 CALIFORNIA ST STE 475
    SAN FRANCISCO,CA94104     		NONE   GENERAL 1,000
    SECOND CHANCE
    140 COMMONS PKWY
    ANDERSON,SC29625     		NONE   GENERAL 500
    CONCUSSION LEGACY
    361 NEWBURY ST
    BOSTON,MA02115     		NONE   GENERAL 500
    NVDAG
    P O BOX 441
    CHICO,CA95927     		NONE   GENERAL 500
    WOMEN'S FUND OF HAWAII
    P O BOX 438
    HONOLULU,HI96809     		NONE   GENERAL 1,000
    CALIFORNIA FIRE FOUNDATION
    1780 CREEKSIDE OAKS DR
    SACRAMENTO,CA95833     		NONE   GENERAL 500
    INTERNATIONAL VILLAGE CLINIC
    P O BOX 386243
    BLOOMINGTON,MN55438     		NONE   GENERAL 1,000
    IPAS
    P O BOX 9900
    CHAPEL HILL,NC27515     		NONE   GENERAL 1,000
    JA WORLDWIDE
    745 ATLANTIC AVE
    BOSTON,MA02111     		NONE   GENERAL 2,000
    SOWJANYA CHALLA
    6190 COLLEGE STATION DR
    WILLIAMSBURG,KY40769     		NONE   EDUCATION 1,000
    PURPLE MAIA
    98-820 MOANALUA RD 15-54
    AIEA,HI96701     		NONE   GENERAL 1,000
    HAWAII BAPTIST ACADEMY
    420 WYLLIE ST
    HONOLULU,HI96817     		NONE   GENERAL 1,000
    HAWAII LIONS FOUNDATION
    P O BOX 834
    HONOLULU,HI96808     		NONE   GENERAL 1,000
    AMERICAN DIABETES ASSOCIATION
    900 FORT ST MALL STE 940
    HONOLULU,HI96816     		NONE   GENERAL 1,000
    CHAMBER MUSIC HAWAII
    P O BOX 61939
    HONOLULU,HI96839     		NONE   GENERAL 1,000
    SANDEEP SALA
    8432 MAGNOLIA AVE
    RIVERSIDE,CA92504     		NONE   EDUCATION 1,000
    ONCE A MONTH CHURCH
    66-437 KAMEHAMEHA HWY 21
    HALEIWA,HI96712     		NONE   GENERAL 1,000
    MENTAL HEALTH AMERICA OF HAWAII
    1124 FORT ST MALL STE 205
    HONOLULU,HI96813     		NONE   GENERAL 1,000
    THE NATURE CONSERVANCY
    923 NUUANU AVE
    HONOLULU,HI96813     		NONE   GENERAL 2,000
    IRAIVAN TEMPLE FUND
    107 KAHOLALELE ROAD
    KAPAA,HI96746     		NONE   GENERAL 1,000
    HONOLULU BIENNIAL FOUNDATION
    1111 NUUANU AVE STE 210-2
    HONOLULU,HI96817     		NONE   GENERAL 2,000
    YMCA OF HONOLULU-METROPOLITAN
    1441 PALI HWY
    HONOLULU,HI96813     		NONE   GENERAL 2,000
    HALE KIPA
    615 PIIKOI ST STE 203
    HONOLULU,HI96814     		NONE   GENERAL 2,000
    HAWAII FOSTER YOUTH COALITION
    245 N KUKUI ST STE 202
    HONOLULU,HI96817     		NONE   GENERAL 2,000
    HEART START HAWAII FOUNDATION
    1585 KAPIOLANI BLVD 1040
    HONOLULU,HI96814     		NONE   GENERAL 2,000
    SURFRIDERS SPIRIT SESSIONS
    P O BOX 1677
    KAILUA,HI96734     		NONE   GENERAL 1,000
    GOVERNOR ARIYOSHI FOUNDATION
    1001 BISHOP ST STE 1700
    HONOLULU,HI96813     		NONE   GENERAL 1,000
    PALOLO CHINESE HOME
    2459 10TH AVE
    HONOLULU,HI96816     		NONE   GENERAL 2,000
    PALAMA SETTLEMENT
    810 NORTH VINEYARD BLVD
    HONOLULU,HI96817     		NONE   GENERAL 2,000
    FAMILY PROMISE OF HAWAII
    245 N KUKUI ST STE 101
    HONOLULU,HI96817     		NONE   GENERAL 2,000
    FRIENDS OF IOLANI PALACE
    P O BOX 2259
    HONOLULU,HI96804     		NONE   GENERAL 1,000
    HAWAII MEALS ON WHEELS
    P O BOX 61194
    HONOLULU,HI96839     		NONE   GENERAL 1,000
    HAWAII FOODBANK
    2611 KILHAU ST
    HONOLULU,HI96819     		NONE   GENERAL 2,000
    HAWAII FOODBANK
    2611 KILHAU ST
    HONOLULU,HI96819     		NONE   GENERAL 5,000
    OHANA KOMPUTER
    1516 AVON WAY
    HONOLULU,HI96822     		NONE   GENERAL 1,000
    HOSPICE HAWAII
    860 IWILEI ROAD
    HONOLULU,HI96817     		NONE   GENERAL 2,000
    INSTITUTE FOR HUMAN SERVICES
    546 KAAAHI STREET
    HONOLULU,HI96817     		NONE   GENERAL 5,000
    KIDS HURT TOO HAWAII
    P O BOX 11260
    HONOLULU,HI96828     		NONE   GENERAL 2,000
    PUNAHOU SCHOOL
    1601 PUNAHOU ST
    HONOLULU,HI96822     		NONE   GENERAL 10,000
    RONALD MCDONALD HOUSE CHARITIES
    P O BOX 61777
    HONOLULU,HI96839     		NONE   GENERAL 2,000
    HAWAII AUTISM FOUNDATION
    P O BOX 2775
    HONOLULU,HI96803     		NONE   GENERAL 1,000
    PUBLIC SCHOOLS OF HAWAII FOUNDATION
    P O BOX 4148
    HONOLULU,HI96812     		NONE   GENERAL 1,000
    HABITAT FOR HUMANITY
    922 AUSTIN LN C-1
    HONOLULU,HI96817     		NONE   GENERAL 1,000
    MADHUR KOHLI
    2700 BAY AREA BLVD
    HOUSTON,TX77058     		NONE   EDUCATION 1,000
    CATHOLIC CHARITIES HAWAII
    1822 KEEAUMOKU STREET
    HONOLULU,HI96822     		NONE   GENERAL 5,000
    JYOTI KUMARI
    30 CAMPUS RD
    ANNANDALEONHUDSON,NY12504     		NONE   EDUCATION 1,000
    WAIKIKI COMMUNITY CENTER
    310 PAOKALANI AVE
    HONOLULU,HI96815     		NONE   GENERAL 2,000
    CHAMINADE UNIVERSITY
    3140 WAIALAE AVE
    HONOLULU,HI96816     		NONE   GENERAL 10,000
    AVINASH RAJU BHUPATHIRAJU
    P O BOX 800
    WARRENSBURG,MO64093     		NONE   EDUCATION 1,000
    HAWAII PUBLIC RADIO
    738 KAHEKA ST STE 101
    HONOLULU,HI96814     		NONE   GENERAL 1,000
    ALL INDIA MISSION
    P O BOX 3136
    OLATHE,KS66063     		NONE   GENERAL 1,000
    CHILDREN'S ACTION NETWORK
    850 RICHARDS ST STE 201
    HONOLULU,HI96813     		NONE   GENERAL 1,000
    FRIENDS OF THE CHILDRENS JUSTICE CT
    3019 PALI HWY
    HONOLULU,HI96817     		NONE   GENERAL 1,000
    GRASSROOT INSTITUTE OF HAWAII
    1050 BISHOP ST 508
    HONOLULU,HI96813     		NONE   GENERAL 2,000
    HAWAII SYMPHONY ORCHESTRA
    3610 WAIALAE AVENUE
    HONOLULU,HI96816     		NONE   GENERAL 1,000
    HUGS
    3636 KILAUEA AVE
    HONOLULU,HI96816     		NONE   GENERAL 2,000
    KOKUA KALIHI VALLEY
    2239 NORTH SCHOOL ST
    HONOLULU,HI96819     		NONE   GENERAL 1,000
    KUKUI CHILDREN'S FOUNDATION
    245 NORTH KUKUI ST
    HONOLULU,HI96817     		NONE   GENERAL 1,000
    MOANALUA GARDEN'S FOUNDATION
    1414 DILINGHAM BLVD STE 2
    HONOLULU,HI96817     		NONE   GENERAL 2,000
    OHANA ARTS
    P O BOX 894755
    MILILANI,HI96789     		NONE   GENERAL 1,000
    PACIFIC BUDDHIST ACADEMY
    1710 PALI HWY
    HONOLULU,HI96813     		NONE   GENERAL 1,000
    PATCH
    560 N NIMITZ HWY STE 218
    HONOLULU,HI96817     		NONE   GENERAL 1,000
    HAWAII ARTS ALLIANCE
    1040 RICHARDS ST 301
    HONOLULU,HI96813     		NONE   GENERAL 500
    SHALINI SAHOO
    1000 HILLTOP CIRCLE
    BALTIMORE,MD21250     		NONE   EDUCATION 1,000
    SPECIAL OLYMPICS
    P O BOX 3295
    HONOLULU,HI96801     		NONE   GENERAL 1,000
    SUSAN G KOMEN BREAST CANCER FDN
    P O BOX 23204
    HONOLULU,HI96823     		NONE   GENERAL 2,000
    ALOHA MEDICAL MISSION
    810 NORTH VINEYARD BLVD
    HONOLULU,HI96817     		NONE   GENERAL 1,000
    BOY SCOUTS OF AMERICA
    42 PUIWA ROAD
    HONOLULU,HI96817     		NONE   GENERAL 1,000
    DOMESTIC VIOLENCE ACTION CENTER
    P O BOX 3198
    HONOLULU,HI96801     		NONE   GENERAL 1,000
    EASTER SEALS HAWAII
    710 GREEN STREET
    HONOLULU,HI96813     		NONE   GENERAL 1,000
    FRIENDS OF HONOLULU CITY LIGHTS
    P O BOX 8877
    HONOLULU,HI96830     		NONE   GENERAL 1,000
    THE FOOD BASKET
    40 HOLOMUA ST
    HILO,HI96720     		NONE   GENERAL 1,000
    MONA FOUNDATION
    14150 NE 20TH ST F1-527
    BELLEVUE,WA98007     		NONE   GENERAL 1,000
    AIO FOUNDATION
    1000 BISHOP ST STE 202
    HONOLULU,HI96813     		NONE   GENERAL 2,000
    KAPIOLANI HEALTH FOUNDATION
    55 MERCHANT ST 24TH FLOOR
    HONOLULU,HI96813     		NONE   GENERAL 2,000
    HISTORIC HAWAII FOUNDATION
    680 IWILEI ROAD STE 690
    HONOLULU,HI96813     		NONE   GENERAL 1,000
    ALEA BRIDGE
    123 MANGO ST
    WAHIAWA,HI96786     		NONE   GENERAL 1,000
    ONCE A MONTH CHURCH
    66-437 KAMEHAMEHA HWY 21
    HALEIWA,HI96712     		NONE   GENERAL 1,000
    WIDE HORIZONS FOR CHILDREN
    375 TOTTEN POND ROAD STE
    WALTHAM,MA02451     		NONE   GENERAL 1,000
    LYMAN MUSEUM
    276 HAILI STREET
    HILO,HI96720     		NONE   GENERAL 2,000
    HAWAIIAN MISSION HOUSES
    553 S KING ST
    HONOLULU,HI96813     		NONE   GENERAL 1,000
    HISTORIC HAWAII FOUNDATION
    680 IWILEI ROAD STE 690
    HONOLULU,HI96817     		NONE   GENERAL 1,000
    MADD HAWAII
    745 FORT ST STE 303
    HONOLULU,HI96813     		NONE   GENERAL 1,000
    NATIONAL TROPICAL BOTANICAL GARDEN
    3530 PAPALINA RD
    KALAHEO,HI96741     		NONE   GENERAL 1,000
    PACIFIC AVIATION MUSEUM PEARL HARBO
    319 LEXINGTON BLVD
    HONOLULU,HI96818     		NONE   GENERAL 1,000
    PACIFIC AVIATION MUSEUM PEARL HARBO
    319 LEXINGTON BLVD
    HONOLULU,HI96818     		NONE   GENERAL 1,000
    THE PRASAD PROJECT
    465 BRICKMAN ROAD
    HURLEYVILLE,NY12747     		NONE   GENERAL 1,000
    BOYS& GIRLS CLUB OF HAWAII
    1523 KALAKAUA AVE STE 202
    HONOLULU,HI96826     		NONE   GENERAL 2,000
    EKAL VIDYALAYA FOUNDATION
    1712 HIGHWAY 6 SOUTH STE
    HOUSTON,TX77077     		NONE   GENERAL 2,000
    SEMESTER AT SEA
    2243 CENTRE AVE STE 300
    FORT COLLINS,CO80523     		NONE   GENERAL 2,000
    SHARE & CARE FOUNDATION
    676 WINTERS AVE
    PARAMUS,NJ07652     		NONE   GENERAL 1,000
    THE BELLA PROJECT
    7219 KUAHONO ST
    HONOLULU,HI96825     		NONE   GENERAL 2,000
    THE MIRACLE FOUNDATION
    1506 WEST 6TH STREET
    AUSTIN,TX78703     		NONE   GENERAL 2,000
    THE MIRACLE FOUNDATION
    1506 WEST 6TH STREET
    AUSTIN,TX78703     		NONE   GENERAL 20,000
    AFTER-SCHOOL ALL-STARS HAWAII
    4747 KILAUEA AVE STE 210
    HONOLULU,HI96816     		NONE   GENERAL 2,000
    DIAMOND HEAD THEATRE
    520 MAKAPUU AVE
    HONOLULU,HI96816     		NONE   GENERAL 2,000
    FAMILY PROGRAMS HAWAII
    250 VINEYARD ST
    HONOLULU,HI96813     		NONE   GENERAL 2,000
    FRIENDS OF THE PALACE THEATRE
    38 HAILI ST
    HILO,HI96720     		NONE   GENERAL 1,000
    MERWIN CONSERVANCY
    P O BOX 809
    HAIKU,HI96708     		NONE   GENERAL 500
    SANKARA NETHRALYA OM TRUST
    9710 TRAVILLE GATEWAY DR
    ROCKVILLE,MD20850     		NONE   GENERAL 2,000
    ALLIANCE OF GLOBAL SINDHI ASSOCIATI
    1999 JAMESTOWN LN
    ELGIN,IL60123     		NONE   GENERAL 1,000
    HONOLULU THEATRE FOR YOUTH
    1149 BETHEL ST STE 700
    HONOLULU,HI96813     		NONE   GENERAL 5,000
    QUEEN'S MEDICAL CENTER
    P O BOX 861
    HONOLULU,HI96808     		NONE   GENERAL 1,000
    AMERICAN RED CROSS HI CHAPTER
    4155 DIAMOND HEAD RD
    HONOLULU,HI96816     		NONE   GENERAL 1,000
    KAHALA SENIOR LIVING COMMUNITY INC
    4389 MALIA ST
    HONOLULU,HI96821     		NONE   GENERAL 2,000
    VARIOUS STUDENTS
    6190 COLLEGE STATION DR
    WILLIAMSBURG,KY40769     		NONE   EDUCATION 1,000
    MANOA VALLEY THEATRE
    2833 EAST MANOA RD
    HONOLULU,HI96822     		NONE   GENERAL 2,500
    PRIYA TRIPATHI
    1803 B BROADWAY ST
    PHILADELPHIA,PA19122     		NONE   EDUCATION 1,000
    ANUKRUTHI VENUKADASULA
    P O BOX 3965
    ATLANTA,GA30302     		NONE   EDUCATION 1,000
    VINAY MENON
    281 W LANE AVE
    COLUMBUS,OH43210     		NONE   EDUCATION 1,000
    ADITYA KRISHNA
    P O BOX 19199
    ARLINGTON,TX76019     		NONE   EDUCATION 1,000
    EAST-WEST CENTER
    1601 EAST WEST ROAD
    HONOLULU,HI96848     		NONE   GENERAL 5,000
    GOPINATH DAYALAN
    55 CAMPANILE DR
    SAN DIEGO,CA92182     		NONE   EDUCATION 1,000
    HONOLULU MUSEUM OF ART
    900 S BERTANIA ST
    HONOLULU,HI96814     		NONE   GENERAL 25,000
    MANOA HERITAGE CENTER
    2859 MANOA RD
    HONOLULU,HI96822     		NONE   GENERAL 2,000
    IOLANI SCHOOL
    563 KAMOKU ST
    HONOLULU,HI96826     		NONE   GENERAL 1,000
    JAHANAVI PRIYA
    2600 CAMPUS ROAD
    HONOLULU,HI96822     		NONE   EDUCATION 5,000
    HARVARD UNIVERSITY
    51 BRATTLE ST
    CAMBRIDGE,MA02138     		NONE   GENERAL 1,000
    BHARGAV GAJII
    2700 BAY AREA BLVD
    HOUSTON,TX77058     		NONE   EDUCATION 1,000
    HAWAII LITERACY
    245 KUKUI ST STE 202
    HONOLULU,HI96817     		NONE   GENERAL 1,000
    HELPING INDIA TOGETHER
    500 GENERAL PATTERSON DR
    GLENSIDE,PA19038     		NONE   GENERAL 1,000
    INDIAN CLASSICAL MUSIC CIRCLE OF HI
    12-124 OLIANA DR
    PAHOA,HI96778     		NONE   GENERAL 1,000
    JUNIOR LEAGUE OF HONOLULU
    733 BISHOP ST STE 1290
    HONOLULU,HI96813     		NONE   GENERAL 2,000
    JUNIOR LEAGUE OF HONOLULU
    733 BISHOP ST STE 1290
    HONOLULU,HI96805     		NONE   GENERAL 1,000
    MAKE A WISH HAWAII
    P O BOX 1877
    HONOLULU,HI96805     		NONE   GENERAL 1,000
    MAKE A WISH HAWAII
    P O BOX 1877
    HONOLULU,HI96805     		NONE   GENERAL 2,000
    OAHU CHORAL SOCIETY
    4348 WAIALAE AVE 214
    HONOLULU,HI96816     		NONE   GENERAL 1,000
    SAINT LOUIS SCHOOL
    3142 WAIALAE AVE
    HONOLULU,HI96816     		NONE   GENERAL 1,000
    SEVA FOUNDATION
    1786 FIFTH ST
    BERKELEY,CA94710     		NONE   GENERAL 3,000
    VHPA-SAC
    P O BOX 441505
    HOUSTON,TX77244     		NONE   GENERAL 1,000
    VHPA-SAC
    P O BOX 441505
    HOUSTON,TX77244     		NONE   GENERAL 1,000
    WASHINGTON PLACE FOUNDATION
    320 S BERETANIA ST
    HONOLULU,HI96813     		NONE   GENERAL 1,000
    BALLET HAWAII
    777 S HOTEL ST STE 101
    HONOLULU,HI96813     		NONE   GENERAL 1,000
    MAUI FARMS
    P O BOX 1776
    MAKAWAO,HI96768     		NONE   GENERAL 1,000
    ADULT FRIENDS FOR YOUTH
    3375 KOAPAKA ST B290
    HONOLULU,HI96819     		NONE   GENERAL 1,000
    HAWAII THEATRE CENTER
    1130 BETHEL ST
    HONOLULU,HI96813     		NONE   GENERAL 2,000
    HAWAII YOUTH SYMPHONY ASSOCIATION
    1110 UNIVERSITY AVE STE 2
    HONOLULU,HI96826     		NONE   GENERAL 2,000
    HAWAII NATURE CENTER
    2131 MAKIKI HEIGHTS DR
    HONOLULU,HI96822     		NONE   GENERAL 1,000
    PBS HAWAII
    2350 DOLE ST
    HONOLULU,HI96822     		NONE   GENERAL 1,000
    THE PRASAD PROJECT
    465 BRICKMAN ROAD
    HURLEYVILLE,NY12747     		NONE   GENERAL 1,000
    READ ALOUD AMERICA INC
    1314 SOUTH KING ST STE G-
    HONOLULU,HI96814     		NONE   GENERAL 1,000
    READ TO ME INTERNATIONAL FOUNDATION
    126 QUEEN ST 303
    HONOLULU,HI96813     		NONE   GENERAL 1,000
    PROJECT VISION HAWAII
    P O BOX 23212
    HONOLULU,HI96823     		NONE   GENERAL 1,000
    RIVER OF LIFE MISSION
    P O BOX 37939
    HONOLULU,HI96837     		NONE   GENERAL 2,000
    SACRED HEARTS ACADEMY
    3253 WAIALAE AVE
    HONOLULU,HI96816     		NONE   GENERAL 1,000
    SHRINERS HOSPITAL FOR CHILDREN
    1310 PUNAHOU ST
    HONOLULU,HI96826     		NONE   GENERAL 1,000
    BIG BROTHERS BIG SISTERS HAWAII
    418 KUWILI ST
    HONOLULU,HI96817     		NONE   GENERAL 2,000
    ISLAND PACIFIC ACADEMY
    909 HAUMEA ST
    HONOLULU,HI96707     		NONE   GENERAL 10,000
    KAUAI UNITED WAY
    P O BOX 1087
    LIHUE,HI96766     		NONE   GENERAL 2,000
    KUAKINI FOUNDATION
    347 N KUAKINI ST
    HONOLULU,HI96817     		NONE   GENERAL 2,000
    MID-PACIFIC INSTITUTE
    2445 KAALA ST
    HONOLULU,HI96822     		NONE   GENERAL 1,000
    WATUMULL FAMILY CHILDREN'S FUND
    650 BELLEVUE WAY NE APT
    BELLEVUE,WA98004     		NONE   GENERAL 1,500
    WATUMULL FAMILY CHILDREN'S FUND
    650 BELLEVUE WAY NE APT
    BELLEVUE,WA98004     		NONE   GENERAL 10,000
    WATUMULL FAMILY CHILDREN'S FUND
    650 BELLEVUE WAY NE APT
    BELLEVUE,WA98004     		NONE   GENERAL 10,000
    YMCA OF HONOLULU-METROPOLITAN
    1441 PALI HWY
    HONOLULU,HI96813     		NONE   GENERAL 2,000
    THE EARLY SCHOOL
    2510 BINGHAM
    HONOLULU,HI96826     		NONE   GENERAL 1,000
    GOODWILL INDUSTRIES OF HAWAII INC
    2610 KILIHAU ST
    HONOLULU,HI96819     		NONE   GENERAL 10,000
    INDIA DEVELOPMENT AND RELIEF FD
    5821 MOSSROCK DRIVE
    NORTH BETHESDA,MD20852     		NONE   GENERAL 1,000
    EAST WEST CENTER FOUNDATION
    1601 EAST WEST ROAD
    HONOLULU,HI96848     		NONE   GENERAL 1,000
    SEABURY HALL
    480 OLINDA ROAD
    MAKAWAO,HI96768     		NONE   GENERAL 1,000
    UNIVERSITY OF HAWAII
    2530 DOLE ST SAKAMAKI HAL
    HONOLULU,HI96822     		NONE   GENERAL 1,000
    URBAN LAND INSTITUTE
    P O BOX 1060
    HONOLULU,HI96808     		NONE   GENERAL 3,000
    HAPA MANA
    P O BOX 22194
    HONOLULU,HI96823     		NONE   GENERAL 1,000
    HANAHAUOLI SCHOOL
    1922 MAKIKI ST
    HONOLULU,HI96822     		NONE   GENERAL 5,000
    PLANNED PARENTHOOD OF HAWAII
    839 S BERETANIA ST
    HONOLULU,HI96813     		NONE   GENERAL 5,000
    STRAUB FOUNDATION
    55 MERCHANT ST STE 2600
    HONOLULU,HI96813     		NONE   GENERAL 10,000
    HAWAII INTERNATIONAL FILM FESTIVAL
    680 IWILEI ROAD STE 100
    HONOLULU,HI96817     		NONE   GENERAL 7,500
    INSTITUTE FOR HUMAN SERVICES
    546 KAAAHI STREET
    HONOLULU,HI96817     		NONE   GENERAL 500
    HOOLA NA PUA
    P O BOX 22551
    HONOLULU,HI96823     		NONE   GENERAL 50,000
    THE GARDEN CLUB OF HONOLULU
    P O BOX 11840
    HONOLULU,HI96828     		NONE   GENERAL 1,000
    GIRL SCOUTS OF HAWAII
    410 ATKINSON DR
    HONOLULU,HI96814     		NONE   GENERAL 5,000
    SONS OF THE FLAG
    8750 N CENTRAL EXPRESSWA
    DALLAS,TX75231     		NONE   GENERAL 1,000
    INSTITUTE FOR HUMAN SERVICES
    546 KAAAHI STREET
    HONOLULU,HI96817     		NONE   GENERAL 5,000
    NAVY HALE KEIKI
    153 BOUGANVILLE DR
    HONOLULU,HI96818     		NONE   GENERAL 1,000
    ST ANN CHURCH AND SCHOOL
    46-129 HAIKU RD
    KANEOHE,HI96744     		NONE   GENERAL 1,000
    HANA ARTS
    P O BOX 686
    HANA,HI96713     		NONE   GENERAL 1,000
    YWCA OF HONOLULU
    1040 RICHARDS ST
    HONOLULU,HI96813     		NONE   GENERAL 2,000
    KARTHIK MEDURI
    6190 COLLEGE STATION DR
    WILLIAMSBURG,KY40769     		NONE   EDUCATION 1,000
    ALZHEIMER'S ASSOCIATION
    1130 N NIMITZ HWY STE A-2
    HONOLULU,HI96817     		NONE   GENERAL 1,000
    MARYKNOLL SCHOOL
    1526 ALEXANDER ST
    HONOLULU,HI96822     		NONE   GENERAL 1,000
    LA PIETRA SCHOOL
    2933 PONI MOI RD
    HONOLULU,HI96815     		NONE   GENERAL 1,000
    FRIENDS OF YOUTH OUTREACH
    42-470 KALANIANAOLE HWY
    HONOLULU,HI96734     		NONE   GENERAL 1,000
    HAWAII ARTS LAB
    4348 WAIALAE AVE 741
    HONOLULU,HI96816     		NONE   GENERAL 1,000
    HAWAII CHILDREN'S DISCOVERY CENTER
    111 OHE ST
    HONOLULU,HI96813     		NONE   GENERAL 2,000
    PACT
    1485 LINAPUNI ST STE 105
    HONOLULU,HI96819     		NONE   GENERAL 1,000
    HINDU AMERICAN FOUNDATION
    910 SEVENTEENTH ST NW STE
    WASHINGTON,DC20006     		NONE   GENERAL 1,000
    HAWAII CHILDREN'S CANCER FOUNDATION
    1814 LILIHA ST
    HONOLULU,HI96817     		NONE   GENERAL 1,000
    CREATIVE ARTS EXPERIENCE
    1142 BETHEL ST
    HONOLULU,HI96813     		NONE   GENERAL 1,000
    LYON ARBORETUM
    3860 MANOA RD
    HONOLULU,HI96822     		NONE   GENERAL 1,000
    LANAKILA PACIFIC FOUNDATION
    1809 BACHELOT ST
    HONOLULU,HI96817     		NONE   GENERAL 1,000
    DORIS TODD CHRISTIAN ACADEMY
    519 BALDWIN AVE
    PAIA,HI96779     		NONE   GENERAL 1,000
    HOMES OF HOPE INDIA - US
    1413 HAWTHORNE RD PAUL WI
    WILMINGTON,NC28403     		NONE   GENERAL 1,000
    RYSE
    42-470 KALANIANAOLE HWY
    HONOLULU,HI96734     		NONE   GENERAL 5,000
    BOYS AND GIRLS CLUB
    1000 BISHOP ST STE 505
    HONOLULU,HI96813     		NONE   GENERAL 2,000
    HAWAII JUSTICE FOUNDATION
    810 RICHARDS ST 645
    HONOLULU,HI96813     		NONE   GENERAL 1,000
    OHIO STATE UNIVERSITY
    281 W LANE AVE
    COLUMBUS,OH43210     		NONE   GENERAL 1,000
    SACRED HEART UNIVERSITY
    5151 PARK AVE
    FAIRFIELD,CT06825     		NONE   GENERAL 1,000
    SRIVIDYA SEKAR
    P O BOX 19199
    ARLINGTON,TX76019     		NONE   EDUCATION 1,000
    WAIKIKI HEALTH CENTER
    P O BOX 11662
    HONOLULU,HI96828     		NONE   GENERAL 2,000
    VINATHI PERURI
    P O BOX 5190
    KENT,OH44242     		NONE   EDUCATION 1,000
    VIBIN SHALOM SIMON
    P O BOX 19199
    ARLINGTON,TX76019     		NONE   EDUCATION 1,000
    CHETAN SMNATH PATIL
    P O BOX 5190
    KENT,OH44242     		NONE   EDUCATION 1,000
    RUSHAAD DASTUR
    3141 CHESTNUT ST
    PHILADELPHIA,PA19104     		NONE   EDUCATION 1,000
    WAIALUA COMMUNITY ASSOCIATION
    66-434 KAMEHAMEHA HWY
    HONOLULU,HI96712     		NONE   GENERAL 1,000
    SEX ABUSE TREATEMENT CENTER
    55 MERCHANT ST 22ND FLOOR
    HONOLULU,HI96813     		NONE   GENERAL 3,000
    MOHITA MINOCHA
    2700 BAY AREA BLVD
    HOUSTON,TX77058     		NONE   EDUCATION 1,000
    LESS AMOUNT RETURNED
    P O BOX 3708
    HONOLULU,HI96811     		NONE   GENERAL -20,500
    Total .................................bullet 3a 455,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2019)
    Form 990-PF (2019)
    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 8,722  
    4 Dividends and interest from securities....     14 298,279  
    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.....     14 153,923  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 358,097  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aU S TREASURY TAX REFUND     		    1 209  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   819,230  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    819,230
    (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 (2019)
    Form 990-PF (2019)
    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 (2019)
    Additional Data


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