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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
HAU'OLI MAU LOA FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)701 BISHOP STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HONOLULU, HI968134814
A Employer identification number

13-3588071
B Telephone number (see instructions)

(808) 545-4212
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$152,550,499J 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 8,542 8,542  
4 Dividends and interest from securities... 1,316,724 1,316,724  
5a Gross rents............ 62,380 62,380  
b Net rental income or (loss) 10,848
6a Net gain or (loss) from sale of assets not on line 10 3,015,401
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 3,015,401
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 255,352 255,352  
12 Total. Add lines 1 through 11........ 4,658,399 4,658,399  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 353,705 109,316   287,884
14 Other employee salaries and wages...... 678,519 0   744,340
15 Pension plans, employee benefits....... 184,465 12,284   179,325
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 73,353 36,683   142,981
c Other professional fees (attach schedule).... Click to see attachment 687,090 493,875   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 333,265 53,240   48,786
19 Depreciation (attach schedule) and depletion... Click to see attachment 71,480 7,503  
20 Occupancy.............. 180,670 18,770   181,503
21 Travel, conferences, and meetings....... 5,751 1,430   13,405
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 248,843 0   235,954
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,817,141 733,101   1,834,178
25 Contributions, gifts, grants paid....... 6,511,569 5,325,233
26 Total expenses and disbursements. Add lines 24 and 25 9,328,710 733,101   7,159,411
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -4,670,311
b Net investment income (if negative, enter -0-) 3,925,298
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. 3,571,723 3,101,906 3,101,906
2 Savings and temporary cash investments......... 1,338,266 242 242
3 Accounts receivable bullet1,900,000
Less: allowance for doubtful accounts bullet   10,440 1,900,000 1,900,000
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) bullet500,000
Less: allowance for doubtful accounts bullet0 500,000 500,000 500,000
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 60,120 12,261 12,261
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 2,484,817 Click to see attachment2,934,928 2,934,928
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).......... 134,329,520 Click to see attachment143,741,144 143,741,144
14 Land, buildings, and equipment: basis bullet1,283,205
Less: accumulated depreciation (attach schedule) bullet936,393 425,794 Click to see attachment346,812 346,812
15 Other assets (describe bullet) Click to see attachment13,206 Click to see attachment13,206 Click to see attachment13,206
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 142,733,886 152,550,499 152,550,499
Liabilities 17 Accounts payable and accrued expenses.......... 200,643 139,659
18 Grants payable................. 3,040,024 4,239,953
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) Click to see attachment334,242 Click to see attachment474,258
23 Total liabilities (add lines 17 through 22)......... 3,574,909 4,853,870
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........... 139,158,977 147,696,629
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    
29 Total net assets or fund balances (see instructions)..... 139,158,977 147,696,629
30 Total liabilities and net assets/fund balances (see instructions). 142,733,886 152,550,499
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
139,158,977
2
Enter amount from Part I, line 27a .....................
2
-4,670,311
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
13,207,963
4
Add lines 1, 2, and 3 ..........................
4
147,696,629
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 29 .
6
147,696,629
Form 990-PF (2020)
Form 990-PF (2020)
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 GLOBAL BALANCED INSTITUTIONAL TRUST P    
b GLOBAL BALANCED INSTITUTIONAL TRUST P    
c STRATEGIC PRIVATE EQUITY FUND II P    
d STRATEGIC PRIVATE EQUITY FUND II P    
e STRATEGIC PRIVATE EQUITY FUND III P    
STRATEGIC PRIVATE EQUITY FUND III P    
STRATEGIC PRIVATE EQUITY FUND IV P    
STRATEGIC PRIVATE EQUITY FUND IV P    
STRATEGIC PRIVATE EQUITY FUND V P    
STRATEGIC PRIVATE EQUITY FUND V P    
ACADIAN EX-FOSSIL FUEL FUND P    
ACADIAN EX-FOSSIL FUEL FUND P    
GENERATION IM GLOBAL EQUITY FUND P    
GENERATION IM GLOBAL EQUITY FUND P    
OWNERSHIP CAPITAL GLOBAL (USD) FUND P    
OWNERSHIP CAPITAL GLOBAL (USD) FUND P    
STRATEGIC PRIVATE EQUITY FUND II P    
STRATEGIC PRIVATE EQUITY FUND III P    
STRATEGIC PRIVATE EQUITY FUND III P    
STRATEGIC PRIVATE EQUITY FUND IV P    
STRATEGIC PRIVATE EQUITY FUND V 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       1,139,863
b       -441,089
c       -1,064
d       -13,384
e       3,450
      1,012,837
      -3,346
      636,350
      3,435
      12,674
      -7,108
      651
      75,549
      262,923
      -4,547
      333,861
      -106
      -369
      4,615
      191
      15
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       1,139,863
b       -441,089
c       -1,064
d       -13,384
e       3,450
      1,012,837
      -3,346
      636,350
      3,435
      12,674
      -7,108
      651
      75,549
      262,923
      -4,547
      333,861
      -106
      -369
      4,615
      191
      15
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 3,015,401
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 54,562
c All other domestic foundations enter 1.39% 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 54,562
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 54,562
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 83,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 83,000
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 28,438
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet28,438 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 the instructions
for the 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)
    bullet
    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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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.HAUOLIMAULOA.ORG
    14
    The books are in care ofbulletTHE ORGANIZATION Telephone no.bullet (808) 545-4212

    Located atbullet701 BISHOP STREETHONOLULUHI ZIP+4bullet968134814
    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 2020, 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
     
    No
    ........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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    HANS BERTRAM-NOTHNAGEL-RETIRED 2021 PRESIDENT & DIRECTOR
    7.00     		108,650 0 0
    C/O DEBEVOISE PLIMPTON LLP 919
    THIRD AVENUE
    NEW YORK,NY10022
    JAMES KOSHIBA PRESIDENT & DIRECTOR
    5.50     		94,517 0 0
    701 BISHOP STREET
    HONOLULU,HI96813
    JANIS A REISCHMANN SECRETARY & EXEC DIRECTOR
    40.00     		299,691 53,560 0
    701 BISHOP STREET
    HONOLULU,NY96813
    ANELA SHIMIZU ASST SECRETARY
    40.00     		117,658 39,463 0
    701 BISHOP STREET
    HONOLULU,HI96813
    KYLEE P MAR DIRECTOR
    5.50     		94,517 0 0
    701 BISHOP STREET
    HONOLULU,HI96813
    BARBARA KALIPI DIRECTOR
    5.50     		94,517 0 0
    701 BISHOP STREET
    HONOLULU,HI96813
    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
    BRANT H CHILLINGWORTH SENIOR PROGRAM OFFIC
    40.00     		150,572 40,502 0
    701 BISHOP STREET
    HONOLULU,HI96813
    KEAHI E MAKAIMOKU PROGRAM ASSOCIATE
    40.00     		107,874 33,046 0
    701 BISHOP STREET
    HONOLULU,HI96813
    OLIVIA M ARANA ADMIN
    40.00     		65,013 26,855 0
    701 BISHOP STREET
    HONOLULU,HI96813
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    STRATEGIC INVESTMENT GROUP INVESTMENT ADVISOR 489,544
    1001 NINETEENTH ST NORTH
    ARLINGTON,VA22209
    BALL BAKER LEAKE LLP AUDITOR 166,727
    122 EAST 52 STREET STE 810
    NEW YORK,NY10168
    KUALOA-HEEIA ECUMENICAL YOUTH PROJECT PROGRAM CONSULTANT 115,001
    47-200 WAIHEE ROAD
    KANEOHE,HI96744
    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 NONE 0
    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 HAWAII COMMUNITY REINVESTMENT CORP TO SUPPORT ITS COMMUNITY LENDING PROGRAM WHICH IS DESIGNED TO MAKE LOANS TO HAWAII SMALL BUSINESSES, NONPROFIT AND COMMUNITY ORGANIZATIONS THAT WOULD OTHERWISE BE UNABLE TO SECURE FINANCING AT AN EQUITABLE RATE OF INTEREST. 0
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    130,688,951
    b
    Average of monthly cash balances.......................
    1b
    4,824,736
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    135,513,687
    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
    135,513,687
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    2,032,705
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    133,480,982
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    6,674,049
    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
    6,674,049
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    54,562
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    54,562
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    6,619,487
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    6,619,487
    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
    6,619,487
    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
    7,159,411
    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
    7,159,411
    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
    7,159,411
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 6,619,487
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016...... 2,253,322
    c From 2017...... 217,769
    d From 2018...... 3,296,266
    e From 2019...... 1,299,452
    fTotal of lines 3a through e........ 7,066,809
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 7,159,411
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 6,619,487
    e Remaining amount distributed out of corpus 539,924
    5 Excess distributions carryover applied to 2020. 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 7,606,733
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		7,606,733
    10 Analysis of line 9:
    a Excess from 2016.... 2,253,322
    b Excess from 2017.... 217,769
    c Excess from 2018.... 3,296,266
    d Excess from 2019.... 1,299,452
    e Excess from 2020.... 539,924
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    ALOHA HARVEST INC
    3599 WAIALAE AVENUE SUITE 23
    HONOLULU,HI96816     		N/A NON-PROFIT FIRST GENERATION: OPERATING SUPPORT 275,000
    DOCTORS WITHOUT BORDERS
    333 7TH AVENUE 2ND FL
    NEW YORK,NY10001     		N/A NON-PROFIT HUMANITARIAN RELIEF: EMERGENCY RELIEF 330,000
    FRIENDS OF THE FUTURE
    64-1032 MAMALAHOA HIGHWAY
    KAMUELA,HI96743     		N/A NON-PROFIT ENVIRONMENT SUPPORT FOR HAWAII ENVIRONMENTAL EDUCATION ALLIANCE 12,000
    GLOBAL GREEN GRANTS FUND
    2840 WILDERNESS PLACE
    BOULDER,CO80301     		N/A NON-PROFIT ENVIRONMENT: FOR GRASSROOTS ENVIRONMENTAL EFFORTS IN THE GLOBAL SOUTH 175,000
    HALE KIPA INC
    615 PIIKOI STREET
    HONOLULU,HI96814     		N/A NON-PROFIT FIRST GENERATION: OPERATING SUPPORT 423,753
    HANO
    1020 S BERETANIA STREET
    HONOLULU,HI96814     		N/A NON-PROFIT FIELD BUILDING: OPERATING SUPPORT TO BE AN EFFECTIVE VOICE FOR NONPROFIT SECTOR 75,000
    HAWAI'I COMMUNITY FOUNDATION
    827 FORT STREET MALL
    HONOLULU,HI96813     		N/A NON-PROFIT ENVIRONMENT: SUPPORT THE ENVIRONMENTAL FUNDERS GROUP 35,000
    HAWAI'I COMMUNITY REINVESTMENT CORPORATION
    3465 WAIALAE AVENUE STE 303
    HONOLULU,HI96816     		N/A NON-PROFIT FIELD BUIDLING-OPERATING GRANT 50,000
    HAWAI'I CONSERVATION ALLIANCE FOUNDATION
    677 ALA MOANA BLVD SUITE 320
    HONOLULU,HI96813     		N/A NON-PROFIT ENVIRONMENT:SUPPORT PLANT CONSERVATION AND INVASIVE SPECIES PREVENTION 182,800
    HAWAI'I NATURE CENTER INC
    2131 MAKIKI HEIGHTS DRIVE
    HONOLULU,HI96822     		N/A NON-PROFIT FIRST GENERATION: ENABLE LOW INCOME STUDENTS TO PARTICIPATE IN PROGRAMS 250,000
    HO'ALA SCHOOL
    1067 CALIFORNIA AVE A
    WAHIAWA,HI96786     		N/A NON-PROFIT FIRST GENERATION: TUITION SCHOLARSHIPS 20,000
    HO'OKUA'AINA
    916C AULOA ROAD
    KAILUA,HI96734     		N/A NON-PROFIT HOPE FOR KIDS 'ELUA: MENTORSHIP PROGRAM SUPPORT 125,000
    KAHUA PA'A MUA
    PO BOX 630
    WAIANAE,HI96792     		N/A NON-PROFIT HOPE FOR KIDS 'ELUA: MENTORSHIP PROGRAM SUPPORT 75,000
    KAKO'O'OIWI
    46-005 KAWA STREET
    KANEOHE,HI96744     		N/A NON-PROFIT HOPE FOR KIDS 'ELUA: HULIAMAHI EDUCATION ALLIANCE 150,015
    KANEHUNAMOKU VOYAGING ACADEMY
    47-705 KAMEHAMEHA HWY
    KANEOHE,HI96744     		N/A NON-PROFIT HOPE FOR KIDS 'ELUA: STRATEGIC PLANNING & OPERATING SUPPORT 177,967
    KUPU
    4211 WAIALAE AVE STE 1020
    HONOLULU,HI96816     		N/A NON-PROFIT ENVIRONMENT: CONSERVATION LEADERSHIP & ENVIRONMENTAL EDUCATION PROGRAMS NA HUA INTERN PROGRAM 278,772
    MA'O ORGANIC FARMS
    86-148 PUHAWAI ROAD
    WAIANAE,HI96792     		N/A NON-PROFIT HOPE FOR KIDS: CAPACITY BUILDING 168,608
    MALA'AI CULINARY GARDEN OF WAIMEA MIDDLE SCHOOL
    PO BOX 543
    KAMUELA,HI96743     		N/A NON-PROFIT HOPE FOR KIDS 'ELUA:'AINA BASED EDUCAITON PROGRAM 88,000
    OAHU ECONOMIC DEVELOPMENT BOARD
    760 KOLU STREET
    WAILUKU,HI96793     		N/A NON-PROFIT ENVIRONMENT: SUPPORT FOR HAWAII GREEN GROWTH INITIATIVE 25,000
    PACIFIC AMERICAN FOUNDATION
    45-285 KANEOHE BAY DR 102
    KANEOHE,HI96744     		N/A NON-PROFIT FIELD BUIDLING: COVID RELATED RETURNABLE GRANT FOR 'AINA-BASED ED PROGRAMSFIRST GENERATION: OPERATING SUPPORT 73,000
    PAEPAE O HE'EIA
    PO BOX 6355
    KANEOHE,HI96744     		N/A NON-PROFIT HOPE FOR KIDS 'ELUA: HULIAMAHI EDUCATION ALLIANCE 150,727
    PAPAHANA KUAOLA
    PO BOX 6484
    KANEOHE,HI96744     		N/A NON-PROFIT HOPE FOR KIDS 'ELUA: HULIAMAHI EDUCATION ALLIANCE 209,998
    RISE-KEAUKAHA ONE YOUTH DEVELOPMENT
    101 AUPUNI ST 124
    HILO,HI96720     		N/A NON-PROFIT HOPE FOR KIDS 'ELUA: AFTER SCHOOL PROGRAMTT 100,000
    SAVE THE CHILDREN
    54 WILTON ROAD
    WESTPORT,CT06880     		N/A NON-PROFIT HUMANITARIAN RELIEF:SUPPORT RESPONSE TO CHILDREN AFFECTED BY CLIMATE-RELATED DISASTERS, GENERAL OPERATING HUMANITARIUM RELIEF: SUPPORT RESPONSE TO CHILDREN TO CHILDREN AFFECTED BY CLIMATE-RELATED DISASTERS, GENERAL OPERATING SUPPORT 454,978
    STATE OF HAWAI'I DEPARTMENT OF EDUCATION (KOKEE)
    1390 MILLER STREET
    HONOLULU,HI96813     		N/A NON-PROFIT FIRST GENERATION: SUPPORT ENVIRONMENTAL PROGRAM EDUCATOR 100,977
    STATE OF HAWAI'I DEPARTMENT OF EDUCATION (OHE)
    1390 MILLER STREET
    HONOLULU,HI96813     		N/A NON-PROFIT HOPE FOR KIDS: SUPPORT FOR TRAINING OF NOHONA HAWAI'I EDUCATORS AND HOST SITESTO BE ENTERED 50,000
    THE NATURE CONSERVANCY
    923 NUUANU AVENUE
    HONOLULU,HI96817     		N/A NON-PROFIT ENVIRONMENT: MARINE FELLOWSHIP PROGRAM 125,000
    THREE MOUNTAIN ALLIANCE FOUNDATION
    PO BOX 52
    VOLCANOES PARK,HI96718     		N/A NON-PROFIT ENVIRONMENT: SUPPORT FOR 'IMI-PON0 STUDENT ENRICHMENT PROGRAM 85,000
    UNIVERSITY OF HAWAI'I FOUNDATION
    2444 DOLE STREET
    HONOLULU,HI96817     		N/A NON-PROFIT ENVIRONMENT: VARIOUS PROJECTS 1,045,045
    Total .................................bullet 3a 5,311,640
    bApproved for future payment
    ALOHA HARVEST INC
    3599 WAIALAE AVENUE SUITE 23
    HONOLULU,HI96816     		N/A NON-PROFIT FIRST GENERATION: GENERAL OPERATING SUPPORTFIRST GENERATIION: GENERAL OPERATING SUPPORTFIRST GENERATION: GENERAL OPERATING SUPPORT 225,000
    FRIENDS OF THE FUTURE
    64-1032 MAMALAHOA HIGHWAY
    KAMUELA,HI96743     		N/A NON-PROFIT ENVIRONMENTAL LEAKERSHIP PATHWAYS: HEEA GENERAL OPERATING SUPPORT 18,000
    HAWAI'I CONSERVATION ALLIANCE FOUNDATION
    677 ALA MOANA BLVD SUITE 320
    HONOLULU,HI96813     		N/A NON-PROFIT ENVIRONMENT: INVASIVE SPECIES PREVENTION 108,000
    HAWAI'I NATURE CENTER INC
    2131 MAKIKI HEIGHTS DRIVE
    HONOLULU,HI96822     		N/A NON-PROFIT FIRST GENERATION: ENABLE LOW-INCOME STUDENTS TO PARTICIPATE IN PROGRAMS 250,000
    KUPU
    4211 WAIALAE AVE STE 1020
    HONOLULU,HI96816     		N/A NON-PROFIT FUNDS RETURNED IN 2020MARINE FELLOWSHIP GRANT -116,228
    SAVE THE CHILDREN
    54 WILTON ROAD
    WESTPORT,CT06880     		N/A NON-PROFIT HUMANTIARIAN RELIEF:SUPPORT RESPONSE TO CHILDREN AFFECTED BY CLIMATE-RELATED DISASTERS AND GENERAL OPERATING SUPPORT 1,045,025
    THE NATURE CONSERVANCY
    923 NUUANU AVENUE
    HONOLULU,HI96817     		N/A NON-PROFIT ENVIRONMENT: MARINE FELLOWSHIP PROGRAM 125,000
    THREE MOUNTAIN ALLIANCE FOUNDATION
    PO BOX 52
    VOLCANOES PARK,HI96718     		N/A NON-PROFIT ENVIRONMENT: SUPPORT FOR 'IMI-PONO STUDENT ENVIRONMENT COORDINATOR 85,000
    UNIVERSITY OF HAWAI'I FOUNDATION
    2444 DOLE STREET
    HONOLULU,HI96817     		N/A NON-PROFIT ENVIRONMENT:GRADUATE ASSISTANCE GRANTS 2,943,010
    Total .................................bullet 3b 4,682,807
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 8,542  
    4 Dividends and interest from securities....     14 1,316,724  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......     16 10,848  
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     14 255,352  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 3,015,401  
    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 4,606,867 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    4,606,867
    (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 (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    Form 990PF Part XV Line 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
    ALOHA HARVEST INC3599 WAIALAE AVENUE SUITE 23
    HONOLULU,HI96816     		N/A NON-PROFIT FIRST GENERATION: OPERATING SUPPORT 275,000
    DOCTORS WITHOUT BORDERS333 7TH AVENUE 2ND FL
    NEW YORK,NY10001     		N/A NON-PROFIT HUMANITARIAN RELIEF: EMERGENCY RELIEF 330,000
    FRIENDS OF THE FUTURE64-1032 MAMALAHOA HIGHWAY
    KAMUELA,HI96743     		N/A NON-PROFIT ENVIRONMENT SUPPORT FOR HAWAII ENVIRONMENTAL EDUCATION ALLIANCE 12,000
    GLOBAL GREEN GRANTS FUND2840 WILDERNESS PLACE
    BOULDER,CO80301     		N/A NON-PROFIT ENVIRONMENT: FOR GRASSROOTS ENVIRONMENTAL EFFORTS IN THE GLOBAL SOUTH 175,000
    HALE KIPA INC615 PIIKOI STREET
    HONOLULU,HI96814     		N/A NON-PROFIT FIRST GENERATION: OPERATING SUPPORT 423,753
    HANO1020 S BERETANIA STREET
    HONOLULU,HI96814     		N/A NON-PROFIT FIELD BUILDING: OPERATING SUPPORT TO BE AN EFFECTIVE VOICE FOR NONPROFIT SECTOR 75,000
    HAWAI'I COMMUNITY FOUNDATION827 FORT STREET MALL
    HONOLULU,HI96813     		N/A NON-PROFIT ENVIRONMENT: SUPPORT THE ENVIRONMENTAL FUNDERS GROUP 35,000
    HAWAI'I COMMUNITY REINVESTMENT CORPORATION3465 WAIALAE AVENUE STE 303
    HONOLULU,HI96816     		N/A NON-PROFIT FIELD BUIDLING-OPERATING GRANT 50,000
    HAWAI'I CONSERVATION ALLIANCE FOUNDATION677 ALA MOANA BLVD SUITE 320
    HONOLULU,HI96813     		N/A NON-PROFIT ENVIRONMENT:SUPPORT PLANT CONSERVATION AND INVASIVE SPECIES PREVENTION 182,800
    HAWAI'I NATURE CENTER INC2131 MAKIKI HEIGHTS DRIVE
    HONOLULU,HI96822     		N/A NON-PROFIT FIRST GENERATION: ENABLE LOW INCOME STUDENTS TO PARTICIPATE IN PROGRAMS 250,000
    HO'ALA SCHOOL1067 CALIFORNIA AVE A
    WAHIAWA,HI96786     		N/A NON-PROFIT FIRST GENERATION: TUITION SCHOLARSHIPS 20,000
    HO'OKUA'AINA916C AULOA ROAD
    KAILUA,HI96734     		N/A NON-PROFIT HOPE FOR KIDS 'ELUA: MENTORSHIP PROGRAM SUPPORT 125,000
    KAHUA PA'A MUAPO BOX 630
    WAIANAE,HI96792     		N/A NON-PROFIT HOPE FOR KIDS 'ELUA: MENTORSHIP PROGRAM SUPPORT 75,000
    KAKO'O'OIWI46-005 KAWA STREET
    KANEOHE,HI96744     		N/A NON-PROFIT HOPE FOR KIDS 'ELUA: HULIAMAHI EDUCATION ALLIANCE 150,015
    KANEHUNAMOKU VOYAGING ACADEMY47-705 KAMEHAMEHA HWY
    KANEOHE,HI96744     		N/A NON-PROFIT HOPE FOR KIDS 'ELUA: STRATEGIC PLANNING & OPERATING SUPPORT 177,967
    KUPU4211 WAIALAE AVE STE 1020
    HONOLULU,HI96816     		N/A NON-PROFIT ENVIRONMENT: CONSERVATION LEADERSHIP & ENVIRONMENTAL EDUCATION PROGRAMS NA HUA INTERN PROGRAM 278,772
    MA'O ORGANIC FARMS86-148 PUHAWAI ROAD
    WAIANAE,HI96792     		N/A NON-PROFIT HOPE FOR KIDS: CAPACITY BUILDING 168,608
    MALA'AI CULINARY GARDEN OF WAIMEA MIDDLE SCHOOLPO BOX 543
    KAMUELA,HI96743     		N/A NON-PROFIT HOPE FOR KIDS 'ELUA:'AINA BASED EDUCAITON PROGRAM 88,000
    OAHU ECONOMIC DEVELOPMENT BOARD760 KOLU STREET
    WAILUKU,HI96793     		N/A NON-PROFIT ENVIRONMENT: SUPPORT FOR HAWAII GREEN GROWTH INITIATIVE 25,000
    PACIFIC AMERICAN FOUNDATION45-285 KANEOHE BAY DR 102
    KANEOHE,HI96744     		N/A NON-PROFIT FIELD BUIDLING: COVID RELATED RETURNABLE GRANT FOR 'AINA-BASED ED PROGRAMSFIRST GENERATION: OPERATING SUPPORT 73,000
    PAEPAE O HE'EIAPO BOX 6355
    KANEOHE,HI96744     		N/A NON-PROFIT HOPE FOR KIDS 'ELUA: HULIAMAHI EDUCATION ALLIANCE 150,727
    PAPAHANA KUAOLAPO BOX 6484
    KANEOHE,HI96744     		N/A NON-PROFIT HOPE FOR KIDS 'ELUA: HULIAMAHI EDUCATION ALLIANCE 209,998
    RISE-KEAUKAHA ONE YOUTH DEVELOPMENT101 AUPUNI ST 124
    HILO,HI96720     		N/A NON-PROFIT HOPE FOR KIDS 'ELUA: AFTER SCHOOL PROGRAMTT 100,000
    SAVE THE CHILDREN54 WILTON ROAD
    WESTPORT,CT06880     		N/A NON-PROFIT HUMANITARIAN RELIEF:SUPPORT RESPONSE TO CHILDREN AFFECTED BY CLIMATE-RELATED DISASTERS, GENERAL OPERATING HUMANITARIUM RELIEF: SUPPORT RESPONSE TO CHILDREN TO CHILDREN AFFECTED BY CLIMATE-RELATED DISASTERS, GENERAL OPERATING SUPPORT 454,978
    STATE OF HAWAI'I DEPARTMENT OF EDUCATION (KOKEE)1390 MILLER STREET
    HONOLULU,HI96813     		N/A NON-PROFIT FIRST GENERATION: SUPPORT ENVIRONMENTAL PROGRAM EDUCATOR 100,977
    STATE OF HAWAI'I DEPARTMENT OF EDUCATION (OHE)1390 MILLER STREET
    HONOLULU,HI96813     		N/A NON-PROFIT HOPE FOR KIDS: SUPPORT FOR TRAINING OF NOHONA HAWAI'I EDUCATORS AND HOST SITESTO BE ENTERED 50,000
    THE NATURE CONSERVANCY923 NUUANU AVENUE
    HONOLULU,HI96817     		N/A NON-PROFIT ENVIRONMENT: MARINE FELLOWSHIP PROGRAM 125,000
    THREE MOUNTAIN ALLIANCE FOUNDATIONPO BOX 52
    VOLCANOES PARK,HI96718     		N/A NON-PROFIT ENVIRONMENT: SUPPORT FOR 'IMI-PON0 STUDENT ENRICHMENT PROGRAM 85,000
    UNIVERSITY OF HAWAI'I FOUNDATION2444 DOLE STREET
    HONOLULU,HI96817     		N/A NON-PROFIT ENVIRONMENT: VARIOUS PROJECTS 1,045,045
    Total ...............................bullet 3a 5,311,640
    bApproved for future payment
    ALOHA HARVEST INC3599 WAIALAE AVENUE SUITE 23
    HONOLULU,HI96816     		N/A NON-PROFIT FIRST GENERATION: GENERAL OPERATING SUPPORTFIRST GENERATIION: GENERAL OPERATING SUPPORTFIRST GENERATION: GENERAL OPERATING SUPPORT 225,000
    FRIENDS OF THE FUTURE64-1032 MAMALAHOA HIGHWAY
    KAMUELA,HI96743     		N/A NON-PROFIT ENVIRONMENTAL LEAKERSHIP PATHWAYS: HEEA GENERAL OPERATING SUPPORT 18,000
    HAWAI'I CONSERVATION ALLIANCE FOUNDATION677 ALA MOANA BLVD SUITE 320
    HONOLULU,HI96813     		N/A NON-PROFIT ENVIRONMENT: INVASIVE SPECIES PREVENTION 108,000
    HAWAI'I NATURE CENTER INC2131 MAKIKI HEIGHTS DRIVE
    HONOLULU,HI96822     		N/A NON-PROFIT FIRST GENERATION: ENABLE LOW-INCOME STUDENTS TO PARTICIPATE IN PROGRAMS 250,000
    KUPU4211 WAIALAE AVE STE 1020
    HONOLULU,HI96816     		N/A NON-PROFIT FUNDS RETURNED IN 2020MARINE FELLOWSHIP GRANT -116,228
    SAVE THE CHILDREN54 WILTON ROAD
    WESTPORT,CT06880     		N/A NON-PROFIT HUMANTIARIAN RELIEF:SUPPORT RESPONSE TO CHILDREN AFFECTED BY CLIMATE-RELATED DISASTERS AND GENERAL OPERATING SUPPORT 1,045,025
    THE NATURE CONSERVANCY923 NUUANU AVENUE
    HONOLULU,HI96817     		N/A NON-PROFIT ENVIRONMENT: MARINE FELLOWSHIP PROGRAM 125,000
    THREE MOUNTAIN ALLIANCE FOUNDATIONPO BOX 52
    VOLCANOES PARK,HI96718     		N/A NON-PROFIT ENVIRONMENT: SUPPORT FOR 'IMI-PONO STUDENT ENVIRONMENT COORDINATOR 85,000
    UNIVERSITY OF HAWAI'I FOUNDATION2444 DOLE STREET
    HONOLULU,HI96817     		N/A NON-PROFIT ENVIRONMENT:GRADUATE ASSISTANCE GRANTS 2,943,010
    Total ................................bullet 3b 4,682,807

    TY 2020 AccountingFeesSchedule
    Name:
    HAU'OLI MAU LOA FOUNDATION
    EIN:
    13-3588071
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BALL BAKER LEAKE LLP 64,728 32,371   134,356
    AKAMINE OYADOMARI & KOSAKI CPAS INC 8,625 4,312   8,625

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    TY 2020 DepreciationSchedule
    Name:
    HAU'OLI MAU LOA FOUNDATION
    EIN:
    13-3588071
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    FURNITURE & FIXTURE 2008-11-21 1,274 1,274 SL 7.000000000000 0 0    
    LEASEHOLD IMPROVEMENTS 2010-06-01 1,093,444 690,193 SL 15.000000000000 72,896 0    
    FURNITURE & FIXTURE 2010-06-15 93,377 93,377 SL 7.000000000000 0 0    
    EQUIPMENT 2010-06-15 24,980 24,980 SL 5.000000000000 0 0    
    LEASEHOLD IMPROVEMENTS 2011-07-01 6,873 3,828 SL 15.000000000000 458 0    
    EQUIPMENT 2011-12-29 2,247 2,245 SL 5.000000000000 0 0    
    LEASEHOLD IMPROVEMENTS 2012-02-15 7,932 7,932 SL 15.000000000000 0 0    
    OFFICE FURNITURE 2012-03-09 20,687 20,687 SL 7.000000000000 0 0    
    FURNITURE & FIXTURE 2013-04-17 4,920 4,745 SL 7.000000000000 175 0    
    COMPUTER 2014-04-03 2,824 2,824 SL 5.000000000000 0 0    
    LAPTOP 2017-11-28 3,291   SL 5.000000000000 0 0    
    COMPUTER 2015-07-02 1,801 540 SL 5.000000000000 360 0    
    COPIER AND PRINTER 2018-04-05 2,314 810 SL 5.000000000000 463 0    
    COMPUTER 2019-09-02 17,301 1,388 SL 5.000000000000 3,989 0    

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    HAU'OLI MAU LOA FOUNDATION
    EIN:
    13-3588071
    Name of Stock End of Year Book Value End of Year Fair Market Value
    SESG ENVIR SOCIAL PORTFOLIO 2,934,928 2,934,928

    TY 2020 InvestmentsOtherSchedule2
    Name:
    HAU'OLI MAU LOA FOUNDATION
    EIN:
    13-3588071
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    STRATEGIC PRIVATE EQUITY FD II LLC FMV 610,289 610,289
    GLOBAL BALANCED INST TRUST I FMV 114,478,862 114,478,862
    STRATEGIC PRIVATE EQUITY FD III LP FMV 3,667,636 3,667,636
    STRATEGIC PRIVATE EQUITY FD IV, LP FMV 11,237,869 11,237,869
    OWNERSHIP CAPITAL GLOBAL EQUITY FMV 5,326,013 5,326,013
    ACADIAN EQ EX-FOSSIL FUEL FUND LLC FMV 1,210,141 1,210,141
    GENERATION IM GLOBAL EQUITY FND LLC FMV 4,666,053 4,666,053
    STRATEGIC PRIVATE EQUITY FD V LLC FMV 915,671 915,671
    BRECKINRIDGE AT COST 1,628,610 1,628,610

    TY 2020 LandEtcSchedule2
    Name:
    HAU'OLI MAU LOA FOUNDATION
    EIN:
    13-3588071
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    FURNITURE & FIXTURE 1,274 1,274 0  
    LEASEHOLD IMPROVEMENTS 1,093,444 763,089 330,355  
    FURNITURE & FIXTURE 93,377 93,377 0  
    EQUIPMENT 24,980 24,980 0  
    LEASEHOLD IMPROVEMENTS 6,873 4,286 2,587  
    EQUIPMENT 2,247 2,245 2  
    LEASEHOLD IMPROVEMENTS 7,932 7,932 0  
    OFFICE FURNITURE 20,687 20,687 0  
    FURNITURE & FIXTURE 4,920 4,920 0  
    COMPUTER SOFTWARE 3,229 3,229 0  
    COMPUTER 2,824 2,824 0  
    LAPTOP 3,291 3,291 0  
    COMPUTER 1,801 900 901  
    COPIER AND PRINTER 2,314 1,273 1,041  
    COMPUTER 17,301 5,377 11,924  


    TY 2020 OtherAssetsSchedule
    Name:
    HAU'OLI MAU LOA FOUNDATION
    EIN:
    13-3588071
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    SECURITY DEPOSIT 13,206 13,206 13,206


    TY 2020 OtherExpensesSchedule
    Name:
    HAU'OLI MAU LOA FOUNDATION
    EIN:
    13-3588071
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROGRAM EXPENSES 192,667 0   188,925
    OFFICE SUPPLIES 1,405 0   1,968
    DUES,MEMBERSHIPS, SUBSCRIPTIONS 31,596 0   22,433
    INSURANCE 12,706 0   12,706
    ADMINISTRATIVE EXPENSES 8,586 0   8,045
    POSTAGE AND DELIVERY 371 0   365
    CONSULTING 1,512 0   1,512


    TY 2020 OtherIncomeSchedule2
    Name:
    HAU'OLI MAU LOA FOUNDATION
    EIN:
    13-3588071
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    STRATEGIC PRIVATE EQUITY FUND III LP 10,084 10,084 10,084
    ACADIAN EX-FOSSIL FUEL FUND LLC 27,657 27,657 27,657
    STRATEGIC GLOBAL BALANCED INSTITUTIONAL TRUST I -84,534 -84,534 -84,534
    STRATEGIC PRIVATE EQUITY FUND II LP -3,664 -3,664 -3,664
    STRATEGIC PRIVATE EQUITY FUND III LP -55,165 -55,165 -55,165
    STRATEGIC PRIVATE EQUITY FUND IV LP 162,625 162,625 162,625
    STRATEGIC PRIVATE EQUITY FUND V LP 2,670 2,670 2,670
    MADOFF VICTIM FUND RECOVERY 194,772 194,772 194,772
    GENERATION IM GLOBAL EQUITY FUND LLC -4,093 -4,093 -4,093
    HAWAII COMMUNITY REINVESTMENT CORP 5,000 5,000 5,000


    TY 2020 OtherIncreasesSchedule
    Name:
    HAU'OLI MAU LOA FOUNDATION
    EIN:
    13-3588071
    Description Amount
    UNREALIZED GAIN 13,207,963


    TY 2020 OtherLiabilitiesSchedule
    Name:
    HAU'OLI MAU LOA FOUNDATION
    EIN:
    13-3588071
    Description Beginning of Year - Book Value End of Year - Book Value
    DEFERRED RENT BENEFIT 49,685 41,613
    DEFERRED EXCISE TAX PAYABLE 281,000 346,119
    PENSION PLAN PAYABLE 3,557 0
    FEDERAL EXCISE TAX PAYABLE 0 86,526


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    HAU'OLI MAU LOA FOUNDATION
    EIN:
    13-3588071
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INDIRECT INVESTMENT EXP 188,937 0   0
    CUSTODY & INVESTMENT MGMT FEES 498,153 493,875   0


    TY 2020 TaxesSchedule
    Name:
    HAU'OLI MAU LOA FOUNDATION
    EIN:
    13-3588071
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 43,646 2,967   48,786
    DELAWARE & HAWAII FRANCHISE TAX 1,193 0   0
    FOREIGN TAXES 50,273 50,273   0
    FEDERAL EXCISE TAXES 238,153 0   0