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
THE OL MOORE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 3170 DEPT 715
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HONOLULU, HI968023170
A Employer identification number

36-6101149
B Telephone number (see instructions)

(808) 694-4525
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$3,212,252
J 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 296 296  
4 Dividends and interest from securities... 53,346 53,346  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 42,965
b Gross sales price for all assets on line 6a 434,776
7 Capital gain net income (from Part IV, line 2)... 42,965
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).......      
12 Total. Add lines 1 through 11........ 96,607 96,607  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 4,421 2,653   1,768
c Other professional fees (attach schedule).... 23,356 14,013   9,343
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 3,080 80   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 4,888 0   4,888
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 18 0   6
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 35,763 16,746   16,005
25 Contributions, gifts, grants paid....... 114,500 114,500
26 Total expenses and disbursements. Add lines 24 and 25 150,263 16,746   130,505
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -53,656
b Net investment income (if negative, enter -0-) 79,861
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............. 1,686 5,637 5,637
2 Savings and temporary cash investments......... 72,962 81,260 81,260
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).......      
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).......... 2,235,497 Click to see attachment2,169,592 3,125,355
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,310,145 2,256,489 3,212,252
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow 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........ 2,310,145 2,256,489
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 2,310,145 2,256,489
30 Total liabilities and net assets/fund balances (see instructions). 2,310,145 2,256,489
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
2,310,145
2
Enter amount from Part I, line 27a .....................
2
-53,656
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,256,489
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
2,256,489
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 PUBLICLY TRADED SECURITIES P 2021-01-01 2021-12-31
b PUBLICLY TRADED SECURITIES P 2015-01-21 2021-12-31
c CAPITAL GAINS DIVIDENDS P    
d
e
(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 106   92 14
b 425,008   391,719 33,289
c 9,662     9,662
d
e
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       14
b       33,289
c       9,662
d
e
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 42,965
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 1,110
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 1,110
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,110
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 4,107
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 4,107
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 2,997
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet2,997 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
     
    No
    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 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 addressbulletN/A
    14
    The books are in care ofbulletBANK OF HAWAII Telephone no.bullet (808) 694-4525

    Located atbullet111 S KING STREET DEPT 758HONOLULUHI ZIP+4bullet96813
    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
     
     
    ........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
    SHAWNA MAHUNA SECRETARY/DIRECTOR
    0.00
    0 0 0
    C/O PO BOX 3170
    HONOLULU,HI96802
    PETER E MAHUNA PRES/TREAS/DIRECTOR
    1.00
    0 0 0
    C/O PO BOX 3170
    HONOLULU,HI96802
    WILLIAM MOORE DIRECTOR
    0.00
    0 0 0
    C/O PO BOX 3170
    HONOLULU,HI96802
    BRIAN MAHUNA DIRECTOR
    0.00
    0 0 0
    C/O PO BOX 3170
    HONOLULU,HI96802
    SANDRA MAHUNA KUKAHIKO DIRECTOR
    0.00
    0 0 0
    C/O PO BOX 3170
    HONOLULU,HI96802
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (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
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    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  
    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
    2,765,815
    b
    Average of monthly cash balances.......................
    1b
    93,638
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,859,453
    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
    2,859,453
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    42,892
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,816,561
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    140,828
    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
    140,828
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    1,110
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,110
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    139,718
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    139,718
    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
    139,718
    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
    130,505
    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
    130,505
    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
    130,505
    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 7 139,718
    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...... 6,525
    b From 2016...... 13,771
    c From 2017...... 9,021
    d From 2018...... 23,084
    e From 2019...... 25,977
    fTotal of lines 3a through e........ 78,378
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 130,505
    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..... 130,505
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 9,213 9,213
    (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 69,165
    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 ......
    69,165
    10 Analysis of line 9:
    a Excess from 2016.... 11,083
    b Excess from 2017.... 9,021
    c Excess from 2018.... 23,084
    d Excess from 2019.... 25,977
    e Excess from 2020....  
    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
    LAHAINALUNA HIGH SCHOOL
    9080 LAHAINALUNA RD
    LAHAINA,HI96761
      PC PROJECT GRADUATION 2020 1,000
    LAHAINA YOUTH FASTPITCH SOFTBALL INC
    PO BOX 12414
    LAHAINA,HI967617414
      PC GENERAL SUPPORT 4,000
    LAHAINALUNA HIGH SCHOOL
    9080 LAHAINALUNA RD
    LAHAINA,HI96761
      PC TO SUPPORT BASEBALL TEAM 3,000
    MAUI FOOD BANK
    760 KOLU STREET
    WAILUKU,HI96793
      PC GENERAL OPERATING SUPPORT 5,000
    MAUI FOOD BANK
    760 KOLU STREET
    WAILUKU,HI96793
      PC GENERAL OPERATING SUPPORT 5,000
    LOYOLA MARYMOUNT UNIVERSITY
    1 LOYOLA MARYMOUNT UNIVERSITY DR
    LOS ANGELES,CA90045
      PC NA KOLEA HAWAIIAN CLUB 2020 LUAU 1,000
    HALAU HULA KAULUOKALA
    PO BOX 2149
    WAILUKU,HI96793
      PC GENERAL SUPPORT 2,000
    HAWAII PUBLIC RADIO
    738 KAHEKA ST
    HONOLULU,HI96814
      PC GENERAL OPERATING COSTS 2,500
    HAWAII PUBLIC TELEVISION FOUNDATION
    315 SAND ACCESS ROAD
    HONOLULU,HI96819
      PC GENERAL OPERATING COSTS 2,500
    IOLANI PALACE
    PO BOX 2259
    HONOLULU,HI968042259
      PC GENERAL SUPPORT 5,000
    LAHAINA RESTORATION FOUNDATION
    120 DICKENSON STREET
    LAHAINA,HI96761
      PC GENERAL SUPPORT 5,000
    MAUI ARTS & CULTURAL CENTER
    1 CAMERON WAY
    KAHULUI,HI96732
      PC GENERAL OPERATING COSTS 2,500
    NAPILI KAI FOUNDATION
    5900 HONOAPIILANI RD
    LAHAINA,HI96761
      PC GENERAL OPERATING COSTS 3,000
    OREGON PUBLIC BROADCASTING
    7140 SW MACADAM AVE
    PORTLAND,OR97219
      PC PROGRAMS & SERVICES 2,500
    PACIFIC UNIVERSITY
    UC BOX A-162 2043 COLLEGE WAY
    FOREST GROVE,OR97116
      PC $5000 TO NAHAUMANA O HAWAII & $2500 TO STUDENT EMERGENCY FUND ON 7,500
    RIPON COLLEGE OFFICE OF ADVANCEMENT
    PO BOX 248
    RIPON,WI54971
      PC ENDOWED SCHLP & GENERAL OPERATING COSTS 10,000
    UNIVERSITY OF FLORIDA
    PO BOX 100136
    GAINESVILLE,FL326100136
      PC DROST PROJECT 5,000
    UNIVERSITY OF SAN FRANCISCO OFFICE OF DEVELOPMENT SERVICES
    2130 FULTON STREET
    SAN FRANCISCO,CA941171050
      PC USF FUND ON BEHALF OF ALIA MAHUNA C/O '18 1,500
    WESTERN OREGON UNIVERSITY
    345 N MONMOUTH AVE
    MONMOUTH,OR97361
      PC EMERGENCY STUDENT AID FUND ON BEHALF OF BRIAN MAHUNA C/O '13 1,500
    CHURCH OF THE HOLY INNOCENTS
    561 FRONT ST
    LAHAINA,HI96761
      PC GENERAL SUPPORT 4,000
    HEIFER INTERNATIONAL
    1 WORLD AVENUE
    LITTLE ROCK,AR72202
      PC GENERAL OPERATING COSTS 1,000
    MAUI FOOD BANK
    760 KOLU STREET
    WAILUKU,HI96793
      PC GENERAL OPERATING SUPPORT 2,500
    UNIVERSITY OF SAN DIEGO DEGHERI ALUMNI CENTER
    228-5998 ALCALA PARK
    SAN DIEGO,CA92110
      PC IN PARTNERSHIP FUND 2,500
    HALE MAKUA
    472 KAULANA STREET
    KAHULUI,HI96732
      PC GENERAL SUPPORT 5,000
    HOSPICE MAUI
    400 MAHALANI STREET
    WAILUKU,HI96793
      PC GENERAL SUPPORT 5,000
    KA LIMA O MAUI LTD
    95 MAHALANI ST STE 19B
    WAILUKU,HI96793
      PC GENERAL SUPPORT 5,000
    KE KULA 'O PI'ILANI
    PO BOX 1934
    WAILUKU,HI96793
      PC SUPPLEMENTAL DISABILITY INSURANCE FOR TEACHES DUE TO COVID 5,000
    ST BARTHOLOMEW EPISCOPAL CHURCH
    11265 SW CABOT ST
    BEAVERTON,OR97005
      PC BUILDING REPAIRS 6,000
    LTP FOUNDATION
    1954 OVERTON ST
    PORTLAND,OR97209
      PC GENERAL SUPPORT 2,000
    SAM DAY FOUNDATION
    1665 NW 136TH AVE
    PORTLAND,OR97229
      PC GENERAL SUPPORT 3,000
    MAUI FOOD BANK
    760 KOLU STREET
    WAILUKU,HI96793
      PC GENERAL SUPPORT 4,000
    Total .................................bullet 3a 114,500
    bApproved for future payment
    Total .................................bullet 3b 0
    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 ...........
        14 296  
    4 Dividends and interest from securities....     14 53,346  
    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.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 42,965  
    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 96,607 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    96,607
    (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

    TY 2020 AccountingFeesSchedule
    Name:
    THE OL MOORE FOUNDATION
    EIN:
    36-6101149
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEE 4,421 2,653   1,768

    TY 2020 InvestmentsOtherSchedule2
    Name:
    THE OL MOORE FOUNDATION
    EIN:
    36-6101149
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    00206R102 AT&T INC AT COST 600 3,595
    00287Y109 ABBVIE INC AT COST 1,838 2,357
    00724F101 ADOBE SYSTEMS INC AT COST 1,413 1,500
    007903107 ADVANCED MICRO DEVICES INC AT COST 1,140 1,376
    009158106 AIR PRODUCTS & CHEMICAL INC AT COST 1,504 1,366
    01609W102 ALIBABA GROUP HOLDING LTD. SP ADR AT COST 3,292 2,793
    016255101 ALIGN TECHNOLOGY INC AT COST 1,313 2,138
    017175100 ALLEGHANY CORP AT COST 2,901 3,622
    020002101 ALLSTATE CORP AT COST 3,067 5,497
    02079K305 ALPHABET INC CL A AT COST 5,961 19,279
    023135106 AMAZON.COM INC AT COST 5,992 6,514
    037833100 APPLE INC AT COST 6,859 55,199
    038222105 APPLIED MATERIALS INC AT COST 845 1,295
    046353108 ASTRAZENECA PLC SP ADR AT COST 3,403 4,999
    05338G106 AVALARA INC AT COST 589 824
    05722G100 BAKER HUGHES CO AT COST 2,447 2,189
    060505104 BANK OF AMERICA CORP AT COST 1,015 1,212
    066922204 ISHARES S&P 500 INDEX FUND AT COST 210,935 403,958
    084670702 BERKSHIRE HATHAWAY INC CL B AT COST 2,996 8,347
    09247X101 BLACKROCK INC AT COST 1,094 1,443
    09253F879 ISHARES MSCI EAFE INTERNATIONAL INDEX FUND AT COST 167,759 213,178
    101137107 BOSTON SCIENTIFIC CORP AT COST 1,186 1,079
    109194100 BRIGHT HORIZONS FAM SOL INC AT COST 829 1,038
    126650100 CVS/CAREMARK CORP AT COST 3,195 2,732
    149123101 CATERPILLAR INC AT COST 2,434 3,276
    166764100 CHEVRON CORP AT COST 1,174 1,267
    17275R102 CISCO SYSTEMS AT COST 2,983 4,251
    172908105 CINTAS CORP AT COST 971 1,060
    172967424 CITIGROUP INC AT COST 3,058 2,775
    22822V101 CROWN CASTLE INTL CORP AT COST 1,299 1,274
    235851102 DANAHER CORP AT COST 1,649 1,777
    23636T100 DANONE SPONS ADR AT COST 3,393 2,555
    252131107 DEXCOM INC AT COST 1,151 1,109
    254687106 DISNEY WALT CO AT COST 6,751 9,421
    25470F302 DISCOVERY INC C AT COST 2,050 2,095
    256206103 DODGE & COX INTERNATIONAL STOCK FUND AT COST 47,439 51,695
    30303M102 FACEBOOK INC CL A AT COST 9,942 14,751
    31428Q101 FEDERATED HERMES TOTAL RETURN BOND FUND AT COST 211,691 222,443
    31428X106 FEDEX CORPORATION AT COST 4,848 6,750
    31620M106 FIDELITY NATIONAL INFO SVCS INC AT COST 1,182 1,132
    33616C100 FIRST REPUBLIC BANK/SAN FRAN AT COST 214 294
    337932107 FIRSTENERGY CORP AT COST 1,043 1,071
    345370860 FORD MOTOR COMPANY AT COST 3,852 3,164
    369550108 GENERAL DYNAMICS CORP AT COST 1,441 1,488
    375558103 GILEAD SCIENCES INC AT COST 4,088 3,204
    38141G104 GOLDMAN SACHS GROUP INC AT COST 4,503 5,802
    38144N593 GOLDMAN SACHS INTERNATIONAL SMALL CAP INSIGHTS INSTL AT COST 56,502 62,781
    40131M109 GUARDANT HEALTH INC AT COST 508 644
    40434L105 HP INC. AT COST 3,924 5,779
    437076102 HOME DEPOT INC AT COST 8,384 11,156
    44267D107 THE HOWARD HUGHES CORP AT COST 3,145 2,052
    458140100 INTEL CORP AT COST 2,318 2,242
    460146103 INTERNATIONAL PAPER CO AT COST 3,942 4,226
    461202103 INTUIT AT COST 1,527 1,899
    46625H100 JP MORGAN CHASE & CO AT COST 3,216 9,530
    47803W406 JOHN HANCOCK III DISC M/C-IS AT COST 73,853 122,058
    478160104 JOHNSON & JOHNSON AT COST 249 7,554
    487836108 KELLOGG CO AT COST 1,263 1,245
    501044101 KROGER CO AT COST 2,919 3,176
    517834107 LAS VEGAS SANDS CORP AT COST 731 894
    548661107 LOWES COS INC AT COST 1,634 1,605
    559222401 MAGNA INTERNATIONAL INC CL A AT COST 2,637 4,956
    577130834 MATTHEWS PACIFIC TIGER FUND CL INS AT COST 37,428 46,427
    58155Q103 MCKESSON CORP AT COST 3,287 3,826
    58733R102 MERCADOLIBRE INC AT COST 970 1,675
    58933Y105 MERCK & CO INC AT COST 1,927 4,090
    594918104 MICROSOFT CORP AT COST 1,287 7,785
    595017104 MICROCHIP TECHNOLOGY INC AT COST 518 691
    60871R209 MOLSON COORS BEVERAGE CO AT COST 5,826 4,293
    617446448 MORGAN STANLEY AT COST 965 1,371
    64110L106 NETFLIX INC AT COST 938 1,081
    651639106 NEWMONT CORPORATION AT COST 1,332 4,192
    67066G104 NVIDIA CORP AT COST 996 1,044
    70450Y103 PAYPAL HOLDINGS INC. AT COST 1,403 1,874
    717081103 PFIZER INC AT COST 3,691 4,049
    72352L106 PINTEREST INC CLASS A AT COST 1,091 1,977
    736508847 PORTLAND GENERAL ELECTRIC CORP AT COST 3,254 3,208
    74144Q203 T ROWE PRICE INSTITUTIONAL EMERGING MARKETS EQUITY FUND AT COST 24,896 45,882
    742718109 PROCTER & GAMBLE CO AT COST 3,079 4,870
    74316J458 CONGRESS MID CAP GROWTH-INS AT COST 73,811 142,590
    743315103 PROGRESSIVE CORP OHIO AT COST 956 989
    747525103 QUALCOMM INC AT COST 2,137 6,094
    74834L100 QUEST DIAGNOSTICS INC AT COST 1,686 1,788
    75513E101 RAYTHEON TECHNOLOGIES CORP AT COST 4,020 5,506
    76680R206 RINGCENTRAL INC CLASS A AT COST 1,218 1,895
    780259206 ROYAL DUTCH SHELL PLC ADR A AT COST 2,885 2,108
    78409V104 S&P GLOBAL INC AT COST 4,108 6,575
    79466L302 SALESFORCE.COM INC AT COST 974 890
    808513105 CHARLES SCHWAB CORP AT COST 72 106
    824348106 SHERWIN-WILLIAMS CO AT COST 4,490 11,024
    826197501 SIEMENS AG SP ADR AT COST 4,068 4,307
    842587107 SOUTHERN CO AT COST 1,595 1,843
    855244109 STARBUCKS CORP AT COST 1,292 1,605
    857477103 STATE STREET CORP COMMON AT COST 2,053 2,547
    872590104 T-MOBILE US INC AT COST 2,225 2,697
    893641100 TRANSDIGM GROUP INC AT COST 1,041 1,238
    902494103 TYSON FOODS INC CL A AT COST 1,281 1,289
    902973304 US BANCORP AT COST 4,555 4,892
    90353T100 UBER TECHNOLOGIES INC AT COST 552 765
    904767704 UNILEVER PLC SPONSORED ADR AT COST 1,562 1,509
    907818108 UNION PACIFIC CORP AT COST 979 1,041
    912008109 US FOODS HOLDING CORP AT COST 1,145 1,499
    91324P102 UNITEDHEALTH GROUP INC AT COST 2,127 2,455
    91879Q109 VAIL RESORTS INC AT COST 651 837
    921909818 VANGUARD TOTAL INTL ST INDEX FUND-ADM AT COST 191,738 249,224
    921937603 VANGUARD TOTAL BOND MARKET INDEX FUND ADM AT COST 254,169 273,705
    921937702 VANGUARD S/T BND INDX-ADM AT COST 153,847 156,089
    922908728 VANGUARD TOTL STK MKT IND-AD AT COST 366,189 674,294
    92532F100 VERTEX PHARMACEUTICALS INC AT COST 1,086 945
    92556H206 VIACOMCBS INC-CLASS B AT COST 1,007 745
    92556V106 VIATRIS INC AT COST 199 244
    92826C839 VISA INC CL A SHARES AT COST 2,379 14,874
    92857W308 VODAFONE GROUP PLC SP ADR AT COST 2,832 1,730
    931142103 WALMART INC AT COST 3,615 6,487
    94984B348 WELLS FARGO ADVANTAGE INTERNATIONAL EQUITY FUND - I AT COST 54,626 58,927
    962166104 WEYERHAEUSER CO AT COST 1,060 1,341
    G1151C101 ACCENTURE PLC CL A AT COST 1,178 1,306
    G5960L103 MEDTRONIC PLC AT COST 1,072 1,171
    H1467J104 CHUBB LTD AT COST 1,170 1,539
    H84989104 TE CONNECTIVITY LTD AT COST 1,441 2,421
    N6596X109 NXP SEMICONDUCTORS NV AT COST 1,532 1,908

    TY 2020 OtherExpensesSchedule
    Name:
    THE OL MOORE FOUNDATION
    EIN:
    36-6101149
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADR/ADS FEES 12 0   0
    DCCA FILING FEES 6 0   6


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    THE OL MOORE FOUNDATION
    EIN:
    36-6101149
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK OF HAWAII - AGENT FEES 23,356 14,013   9,343


    TY 2020 TaxesSchedule
    Name:
    THE OL MOORE FOUNDATION
    EIN:
    36-6101149
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 80 80   0
    FEDERAL EXCISE TAX 2019 3,000 0   0