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
LUNALILO HOME
 
Number and street (or P.O. box number if mail is not delivered to street address)501 KEKAULUOHI STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HONOLULU, HI96825
A Employer identification number

99-0075244
B Telephone number (see instructions)

(808) 395-1000
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$16,168,559J 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) 1,728,671
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 20 20 20
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain......... 0
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 2,499,608 0 2,499,608
12 Total. Add lines 1 through 11........ 4,228,299 20 2,499,628
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 275,442 0 129,751 145,692
14 Other employee salaries and wages...... 1,743,629 0 329,701 1,385,896
15 Pension plans, employee benefits....... 204,685 0 30,311 168,411
16a Legal fees (attach schedule)......... Click to see attachment 31,937 0 31,937 0
b Accounting fees (attach schedule)....... Click to see attachment 20,680 0 20,680 0
c Other professional fees (attach schedule).... Click to see attachment 992,699 39,947 368,989 642,507
17 Interest............... 2,730 0 1,282 0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,143 0 2,143 0
19 Depreciation (attach schedule) and depletion... Click to see attachment 259,782 0 259,782
20 Occupancy.............. 160,681 0 40,722 123,520
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 730,753 0 125,896 611,313
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 4,425,161 39,947 1,341,194 3,077,339
25 Contributions, gifts, grants paid....... 0 0
26 Total expenses and disbursements. Add lines 24 and 25 4,425,161 39,947 1,341,194 3,077,339
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -196,862
b Net investment income (if negative, enter -0-) 0
c Adjusted net income (if negative, enter -0-)... 1,158,434
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............. 117,613 790,477 790,477
2 Savings and temporary cash investments......... 17,562 61,127 61,127
3 Accounts receivable bullet204,787
Less: allowance for doubtful accounts bullet106,962 120,490 97,825 97,825
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.......... 55,607 92,410 92,410
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 7,327,553 Click to see attachment7,880,374 7,880,374
c Investments—corporate bonds (attach schedule)....... 2,422,944 Click to see attachment2,643,059 2,643,059
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 551,138 Click to see attachment567,875 567,875
14 Land, buildings, and equipment: basis bullet7,077,961
Less: accumulated depreciation (attach schedule) bullet3,042,549 4,108,370 Click to see attachment4,035,412 4,035,412
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 14,721,277 16,168,559 16,168,559
Liabilities 17 Accounts payable and accrued expenses.......... 230,301 159,379
18 Grants payable.................    
19 Deferred revenue................. 10,470 38,041
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)...... 793,326 1,248,131
22 Other liabilities (describe bullet) Click to see attachment79,786 Click to see attachment96,079
23 Total liabilities (add lines 17 through 22)......... 1,113,883 1,541,630
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........... 13,597,394 14,626,929
25 Net assets with donor restrictions............ 10,000 0
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)..... 13,607,394 14,626,929
30 Total liabilities and net assets/fund balances (see instructions). 14,721,277 16,168,559
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
13,607,394
2
Enter amount from Part I, line 27a .....................
2
-196,862
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1,216,397
4
Add lines 1, 2, and 3 ..........................
4
14,626,929
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
14,626,929
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   P    
b
c
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       0
b
c
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       0
b
c
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 0
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 0
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: 1988-03-14(attach copy of letter if necessary–see instructions)
b Reserved................................ 1 N/A
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  
3 Add lines 1 and 2........................... 3  
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 0
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 0
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 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 0
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See 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)
    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
    Yes
     
    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.LUNALILO.ORG
    14
    The books are in care ofbulletTHE FOUNDATION Telephone no.bullet (808) 395-1000

    Located atbullet501 KEKAULUOHI STREETHONOLULUHI ZIP+4bullet96825
    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
    HARVEY MCINERNY TRUSTEE - CHAIR
    30.00     		56,000 0 0
    C/O 501 KEKAULUOHI STREET
    HONOLULU,HI96825
    KAMANI KUALAAU TRUSTEE
    20.00     		46,000 0 0
    C/O 501 KEKAULUOHI STREET
    HONOLULU,HI96825
    NALEEN ANDRADE TEMPORARY TRUSTEE
    20.00     		0 0 0
    C/O 501 KEKAULUOHI STREET
    HONOLULU,HI96825
    MICHAEL CHUN TEMPORARY TRUSTEE
    20.00     		0 0 0
    C/O 501 KEKAULUOHI STREET
    HONOLULU,HI96825
    LAURA SMITH TEMPORARY TRUSTEE
    20.00     		0 0 0
    C/O 501 KEKAULUOHI STREET
    HONOLULU,HI96825
    DIANE PALOMA CHIEF EXECUTIVE OFFICER
    40.00     		151,398 22,044 0
    C/O 501 KEKAULUOHI STREET
    HONOLULU,HI96825
    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
    NOVENA SANCHEZ LICENSED NURSE PRACT
    40.00     		107,033 535 0
    C/O 501 KEKAULUOHI STREET
    HONOLULU,HI96825
    IAN HEILBRON DIRECTOR OF FINANCE
    40.00     		69,825 7,744 0
    C/O 501 KEKAULUOHI STREET
    HONOLULU,HI96825
    KEALOHAKU'UALOHAKU'UPOKI'I E BALAZ DIRECTOR OF NURSING
    40.00     		67,014 7,961 0
    C/O 501 KEKAULUOHI STREET
    HONOLULU,HI96825
    JEANNINE JOHNSON TRUST SERVICES MANAG
    40.00     		50,250 21,248 0
    C/O 501 KEKAULUOHI STREET
    HONOLULU,HI96825
    SAN HSIU-PING REGISTERED NURSE
    40.00     		62,098 0 0
    C/O 501 KEKAULUOHI STREET
    HONOLULU,HI96825
    Total number of other employees paid over $50,000...................bullet 5
    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
    HAUOLI HOME CARE LLC NURSING AGENCY SERVICES 262,935
    1357 KAPIOLANI BLVD SUITE 850
    HONOLULU,HI96814
    NA KAHU MALAMA NURSES INC NURSING AGENCY SERVICES 155,181
    1188 BISHOP ST SUITE 2010
    HONOLULU,HI96813
    SYSCO HAWAII FOOD SERVICES 154,475
    716 UMI STREET
    HONOLULU,HI96819
    A&A SENIOR LIVING MANAGEMENT MANAGEMENT CONSULTING SERVICES 122,330
    4125 BLACKHAWK PLAZA CIR UNIT 201
    DANVILLE,CA94506
    HAKIPUU AGRICULTURAL ENTERPRISES FOOD SERVICES 85,000
    49-079 JOHNSON ROAD
    KANEOHE,HI96744
    Total number of others receiving over $50,000 for professional services.............bullet3
    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 LUNALILO HOME PROVIDES ROOM AND BOARD, DIETARY SERVICE, LAUNDRY & LINEN, RECREATIONAL THERAPY, TRANSPORTATION & LIMITED MEDICAL AND NURSING CARE. APPROXIMATELY 100 INDIVIDUALS HAVE BENEFITED. 3,077,339
    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
    9,904,691
    b
    Average of monthly cash balances.......................
    1b
    559,814
    c
    Fair market value of all other assets (see instructions)................
    1c
    469,219
    d
    Total (add lines 1a, b, and c).........................
    1d
    10,933,724
    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
    10,933,724
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    164,006
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    10,769,718
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    538,486
    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
     
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
     
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
     
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
     
    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
    3,077,339
    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
    180,116
    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
    3,257,455
    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
    3,257,455
    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  
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$  
    a Applied to 2019, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2020 distributable amount.....  
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2020.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		 
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    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
    1988-03-14
    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
    538,486 512,532 529,016 525,807 2,105,841
    b 85% of line 2a ......... 457,713 435,652 449,664 446,936 1,789,965
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		3,257,455 2,815,657 3,231,592 2,547,267 11,851,971
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		0 0 0 0 0
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		3,257,455 2,815,657 3,231,592 2,547,267 11,851,971
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......         0
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		         0
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		358,991 341,688 352,677 350,538 1,403,894
    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) ....     		        0
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		        0
    (3) Largest amount of support
    from an exempt organization    		         0
    (4) Gross investment income         0
    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
    Total .................................bullet 3a 0
    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
    aRESIDENT SERVICE FEES         2,073,480
    bFOOD SERVICE FEES         352,944
    cRESPITE CARE FEES         2,200
    dMISCELLANEOUS PROGRAM FEES         23,366
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 20  
    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 ............     		         
    9 Net income or (loss) from special events:     01 8,368  
    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 8,388 2,451,990
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,460,378
    (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.)
    1 OPERATION OF AN ELDERLY RESIDENTIAL CARE HOME, ADULT DAYCARE, AND MEAL PROGRAMS. PROVIDE REDUCED FEES OR FREE SERVICES TO CORE BENEFICIARY GROUP.
    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
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    LUNALILO HOME
     
    Employer identification number

    99-0075244
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    LUNALILO HOME
          		Employer identification number
    99-0075244
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    DOLORES FURTADO MARTIN FOUNDATION
     
    1088 BISHOP STREET SUITE 1227
     
    HONOLULU, HI96813

    		$ 12,500


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    CITY & COUNTY OF HONOLULU
     
    925 DILLINGHAM BLVD 200
     
    HONOLULU, HI96817

    		$ 31,565


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    PAPA OLA LOKAHI
     
    894 QUEEN STREET
     
    HONOLULU, HI96813

    		$ 147,804


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    4
    I OLA LAHUI
     
    1441 KAPIOLANI BLVD SUITE 1802
     
    HONOLULU, HI96814

    		$ 53,577


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    5
    DAWSON HAWAII INC
     
    900 FORT STREET MALL SUITE 1850
     
    HONOLULU, HI96813

    		$ 30,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    6
    NA KUPUNA FOUNDATION
     
    3375 KOAPAKA STREET SUITE C320
     
    HONOLULU, HI96819

    		$ 20,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    LUNALILO HOME
          		Employer identification number
    99-0075244
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    7
    HAWAIIAN NATIVE CORPORATION - DAWSON FOUNDATION
     
    900 FORT STREET MALL SUITE 1850
     
    HONOLULU, HI96813

    		$ 10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    8
    FIRST NATIONS DEVELOPMENT INSTITUTE
     
    2432 MAIN STREET 2ND FLOOR
     
    LONGMONT, CO80501

    		$ 8,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    9
    BLACKBAUD GIVING FOUNDATION - KRESEGE FOUNDATION
     
    65 FAIRCHILD STREET
     
    CHARLESTON, SC29492

    		$ 6,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    10
    HAWAII COMMUNITY FOUNDATION
     
    828 FORT STREET MALL
     
    HONOLULU, HI96814

    		$ 671,007


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    11
    KE OLA MAMO - AI PONO 2020
     
    1505 DILLINGHAM BLVD ROOM 205
     
    HONOLULU, HI96817

    		$ 207,354


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    12
    HAWAII PACIFIC HEALTH INSTITUTE
     
    850 RICHARDS STREET SUITE 201
     
    HONOLULU, HI96813

    		$ 192,750


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    LUNALILO HOME
          		Employer identification number
    99-0075244
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    13
    HAWAII INVESTMENT READY
     
    4545A SIERRA DRIVE
     
    HONOLULU, HI96816

    		$ 168,762


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    14
    FRIENDS OF HAWAII CHARITIES
     
    735 BISHOP STREET SUITE 330
     
    HONOLULU, HI96813

    		$ 10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    15
    COCH PIVOT PROGRAM
     
    926 DILLINGHAM BLVD 200
     
    HONOLULU, HI96817

    		$ 10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    16
    US SMALL BUSINESS ADMINISTRATION
     
    500 ALA MOANA BLVD SUITE 1-306
     
    HONOLULU, HI96813

    		$ 10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    17
    US DEPARTMENT OF HEALTH AND HUMAN SERVICES
     
    200 INDEPENDENCE AVE SW
     
    WASHINGTON, DC20201

    		$ 38,041


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    18
    ALTRES
     
    967 KAPIOLANI BLVD
     
    HONOLULU, HI96814

    		$ 5,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    LUNALILO HOME
          		Employer identification number

    99-0075244
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    LUNALILO HOME
          		Employer identification number

    99-0075244
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    LUNALILO HOME
    EIN:
    99-0075244
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 20,680 0 20,680 0

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 DepreciationSchedule
    Name:
    LUNALILO HOME
    EIN:
    99-0075244
    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
    COTTAGE RENOVATION 2003-01-01 40,011 24,734 SL 27.500000000000 1,455 0 1,455  
    MASONRY SERVICES 1982-01-01 5,775 5,775 SL 10.000000000000 0 0 0  
    MAIN BUILDING IMPROVEMENTS 1982-03-01 14,050 14,050 SL 10.000000000000 0 0 0  
    PAINTING 1982-04-01 3,540 3,540 SL 3.000000000000 0 0 0  
    FIRE SPRINKLER SYSTEM 1990-10-01 87,452 87,452 SL 10.000000000000 0 0 0  
    BUILDING IMPROVEMENTS 2001-09-01 4,147,287 1,900,842 SL 40.000000000000 103,683 0 103,683  
    ADDITIONS/ALTERATIONS/ADA RAMP 5 2007-12-31 208,702 62,610 SL 40.000000000000 5,217 0 5,217  
    D&D INDUSTRIES 1990-07-01 2,464 2,464 SL 5.000000000000 0 0 0  
    LVT PLANK INSTALLATION (FLOOR) 2017-01-04 24,187 1,813 SL 40.000000000000 604 0 604  
    FLOORING MATERIAL 2017-06-08 21,647 1,398 SL 40.000000000000 541 0 541  
    NEW COMPUTER FOR HOME INTERN 2017-12-26 2,164 866 SL 5.000000000000 433 0 433  
    CARPET TILES 2017-05-09 3,620 965 SL 10.000000000000 362 0 362  
    HANDICAP VEHICLE 2017-03-28 70,000 38,500 SL 5.000000000000 14,000 0 14,000  
    FABRIC FOR BACK PATIO 2017-04-28 41,916 15,968 SL 7.000000000000 5,988 0 5,988  
    RESIDENT ROOM - SAMPLE BED 2017-01-12 2,368 1,016 SL 7.000000000000 339 0 339  
    TEMPORARY WARD BED SET (4) 2017-03-22 1,961 770 SL 7.000000000000 280 0 280  
    CART 1992-11-01 1,594 1,594 SL 5.000000000000 0 0 0  
    NEW COMPUTER FOR ACCT ASSIST 2017-12-26 1,751 700 SL 5.000000000000 350 0 350  
    OHANA ROOM TELEVISION 2017-12-28 2,283 914 SL 5.000000000000 457 0 457  
    4" BACKFLOW PREVENTER 1995-05-01 1,600 1,600 SL 5.000000000000 0 0 0  
    GENERATOR-OLYMPIAN CD050 1995-05-09 21,198 21,198 SL 5.000000000000 0 0 0  
    GENERATOR-INSTALLATION 1995-05-01 12,817 12,817 SL 5.000000000000 0 0 0  
    ADC CURTAINS 2017-09-01 4,802 2,242 SL 5.000000000000 961 0 961  
    FURNITURE 2017-06-20 27,913 9,968 SL 7.000000000000 3,987 0 3,987  
    RESIDENT ROOMS - BEDS, WARDROBES, CHESTS 2017-06-13 93,977 34,683 SL 7.000000000000 13,426 0 13,426  
    BEDROOM COVERINGS FABRIC 2017-06-08 44,222 16,321 SL 7.000000000000 6,318 0 6,318  
    JOERNS CARE HOSPITAL BED (10) 2017-05-22 15,170 5,598 SL 7.000000000000 2,167 0 2,167  
    FISHER - LATERAL FILE CABINET 2004-12-27 404 404 SL 7.000000000000 0 0 0  
    (3) LUNALILO PORTRAITS 2004-12-29 280 280 SL 7.000000000000 0 0 0  
    PICTURES PLUS - (3) CUSTOM FRAMES 2005-01-21 778 778 SL 7.000000000000 0 0 0  
    LUNALILO HOME 1927-01-01 148,065 148,065 SL 55.000000000000 0 0 0  
    STORAGE RACK 2005-03-31 1,502 1,502 SL 7.000000000000 0 0 0  
    NEW COFFEE MAKER 2017-06-27 2,782 1,392 SL 5.000000000000 557 0 557  
    AIR CONDITIONING UNIT 2017-09-15 2,434 1,136 SL 5.000000000000 487 0 487  
    REFRIGERATOR FOR SNACK BAR 2008-11-20 416 416 SL 5.000000000000 0 0 0  
    SOUND EQUIPMENT - EASY MUSIC 2012-09-18 966 966 SL 5.000000000000 0 0 0  
    SIMPLEX ALARM PANEL 2012-12-27 2,984 2,984 SL 5.000000000000 0 0 0  
    ICE MACHINE - ROBERT'S REFRIG 2013-07-01 4,924 4,924 SL 5.000000000000 0 0 0  
    2 35 GALLON GREASE INTERCEPTOR 2014-03-10 8,406 6,955 SL 7.000000000000 1,201 0 1,201  
    LAWN MOWER - HOME DEPOT 2014-01-25 3,113 2,649 SL 7.000000000000 444 0 444  
    WATER HEATER REPLACEMENT 2014-02-20 13,623 7,946 SL 10.000000000000 1,362 0 1,362  
    FANS - THE FAN SHOP 2014-03-21 1,861 1,562 SL 7.000000000000 266 0 266  
    SERVER - SPANNING SOLUTION 2014-04-01 4,478 4,478 SL 5.000000000000 0 0 0  
    AIR CONDITIONER - ADULT CAR 2014-10-07 3,962 2,972 SL 7.000000000000 566 0 566  
    AIR CONDITIONER - ADULT CAR 2014-10-07 2,411 1,809 SL 7.000000000000 345 0 345  
    08 TOYOTA SIENNA VAN (PINE) 2009-01-07 23,103 23,103 SL 5.000000000000 0 0 0  
    TOMB RENOVATION AT KAWAIA 2012-01-09 609,986 125,126 SL 39.000000000000 15,641 0 15,641  
    AIR CONDITIONER - 2 CARRIER 50TC-A07 2015-10-19 23,940 19,950 SL 5.000000000000 3,990 0 3,990  
    VIDEO SURVEILLANCE SYSTEM - 29 CAMERAS 2015-11-16 20,136 20,136 SL 3.000000000000 0 0 0  
    LAPTOP COMPUTER 2015-12-15 1,116 1,116 SL 3.000000000000 0 0 0  
    3 EXHAUST FAN MORTORS (REPLACEMENT) 2016-01-21 10,746 8,419 SL 5.000000000000 2,150 0 2,150  
    VIDEO SURVEILLANCE SYSTEM (3 CAMERAS) 2016-01-01 1,948 1,948 SL 3.000000000000 0 0 0  
    24 LANAI CHAIRS 2016-03-10 2,010 1,541 SL 5.000000000000 402 0 402  
    NURSE CALL SYSTEM UPDATE (1ST & 2ND FLOOR) 2016-11-21 3,897 3,897 SL 3.000000000000 0 0 0  
    LANAI WOVEN TABLES 2016-04-05 999 748 SL 5.000000000000 199 0 199  
    2 DELL COMPUTERS - OPTIPLEX 2016-02-09 3,942 3,942 SL 3.000000000000 0 0 0  
    DINING ROOM CHAIRS & TABLES 2016-04-01 46,395 24,855 SL 7.000000000000 6,628 0 6,628  
    FUNITURE FOR LANAI, ACTIVITY ROOM, LOUNGE 2016-12-07 107,509 47,356 SL 7.000000000000 15,359 0 15,359  
    WINDOW COVERINGS 2016-12-01 5,459 2,405 SL 7.000000000000 780 0 780  
    FURNITURE & CUSHIONS 2016-05-01 7,911 4,144 SL 7.000000000000 1,130 0 1,130  
    DINING CABINETS 2017-06-01 4,691 1,731 SL 7.000000000000 670 0 670  
    BEDROOM MIRRORS 2017-06-26 4,545 1,623 SL 7.000000000000 649 0 649  
    NEW COMPUTER 2017-07-10 3,396 1,698 SL 5.000000000000 679 0 679  
    DESIGN MINUTES FOR LIGHTING 2017-06-01 815 300 SL 7.000000000000 116 0 116  
    BUFFET TABLE 2017-07-10 5,839 2,085 SL 7.000000000000 834 0 834  
    BUFFET TABLE 2017-07-10 6,318 2,257 SL 7.000000000000 903 0 903  
    PLUMBING FIXTURE 2018-05-31 3,610 1,143 SL 5.000000000000 722 0 722  
    WOODEN FLOOR PLANKS 2018-01-11 2,785 1,114 SL 5.000000000000 557 0 557  
    APPLIANCE 2018-07-23 8,201 2,323 SL 5.000000000000 1,640 0 1,640  
    CABINET 2018-07-23 2,254 456 SL 7.000000000000 322 0 322  
    COUNTER TOPS 2018-08-31 3,409 649 SL 7.000000000000 487 0 487  
    IMPROVEMENTS 2018-10-08 3,327 831 SL 5.000000000000 665 0 665  
    2 COMPUTERS 2018-04-24 4,461 1,487 SL 5.000000000000 892 0 892  
    SOLID STATE STARTER 2018-04-24 5,255 1,752 SL 5.000000000000 1,051 0 1,051  
    5 ETHERNET CABLES 1 TEL 2018-05-08 1,838 613 SL 5.000000000000 368 0 368  
    ALOHA POWER EQUIPMENT 2018-05-29 1,525 483 SL 5.000000000000 305 0 305  
    ALL IN ONE COMPUTER 2018-10-05 2,184 546 SL 5.000000000000 437 0 437  
    MITSUBISHI CONDESING UNIT 2018-10-11 1,888 472 SL 5.000000000000 378 0 378  
    5 DRAWER FILING CABINET 2018-02-01 500 136 SL 7.000000000000 71 0 71  
    4 COMPOSITE BENCHES 2018-05-23 3,655 1,157 SL 5.000000000000 731 0 731  
    GARBAGE DIS[PSA; DRAIN STRAINER 2018-07-28 1,523 432 SL 5.000000000000 305 0 305  
    MAINTENANCE AREA 2018-05-12 694 232 SL 5.000000000000 139 0 139  
    PARKING LIGHT FIXTURES 2018-04-17 7,200 2,400 SL 5.000000000000 1,440 0 1,440  
    434 KEKUPUA PROPERTY 2018-08-21 702,354   NC 0 % 0 0 0  
    BLOWER WHEEL 2018-11-14 2,008 469 SL 5.000000000000 402 0 402  
    EXHAUST FAN MOTOR 2019-07-12 3,423 285 SL 5.000000000000 685 0 685  
    DELL XPS-13 LAPTOP & SLEEVE 2019-02-04 1,402 428 SL 3.000000000000 467 0 467  
    MICROSOFT SURFACE TABLETS 2 2019-02-20 1,032 315 SL 3.000000000000 344 0 344  
    DELL OPTIPLEX 5260 ALL-IN-ONE COMPUTER 2019-03-04 1,573 437 SL 3.000000000000 524 0 524  
    (3) ADC RECLINERS 2019-05-01 4,019 536 SL 5.000000000000 804 0 804  
    LED FACILITY LIGHTING FIXTURES 2019-09-27 7,847 392 SL 5.000000000000 1,569 0 1,569  
    KITCHEN EQUIPMENT 2019-11-01 110,523 3,684 SL 5.000000000000 22,105 0 22,105  
    KITCHEN VENT RESTORATION 2020-05-07 6,864   SL 5.000000000000 915 0 915  
    ADC FENCING 2020-12-30 8,615   SL 10.000000000000 72 0 72  
    SUMP PUMP SYSTEM 2020-12-30 4,581   SL 5.000000000000 76 0 76  
    FENCE KEKUPUA PROPERTY   6,707   NC 0 % 0 0 0  
    COMMERCIAL WIFI-SPANNING SOLUTIONS 2020-08-01 10,152   SL 5.000000000000 846 0 846  
    KITCHEN EQUIPMENT - HEAT SEALER 2020-08-01 2,735   SL 5.000000000000 228 0 228  
    DELL OPTIPLEX 7480 ALL-IN-3 COMPUTERS 2020-08-01 6,866   SL 3.000000000000 954 0 954  
    AIR BLOWER GAS 2020-08-01 575   SL 5.000000000000 48 0 48  
    KITCHEN FREEZER-MIDCITY 2020-09-01 6,621   SL 5.000000000000 110 0 110  
    SECURITY CAMERA SYSTEM-HOME 2020-12-01 4,843   SL 5.000000000000 81 0 81  
    SECURITY CAMERA SYSTEM-ADC 2020-10-01 5,026   SL 5.000000000000 84 0 84  
    LAPTOP COMPUTERS - 2 DELL SILVER 2020-11-01 1,696   SL 3.000000000000 94 0 94  
    LAPTOP COMPUTERS - 2 DELL SILVER 2020-11-01 1,696   SL 3.000000000000 94 0 94  
    3M BACTERIA DETECTOR 2020-12-01 2,938   SL 5.000000000000 49 0 49  
    SECURITY ALARM UPDATE 2020-12-01 758   SL 5.000000000000 13 0 13  
    HOSPITAL BEDS (10) 2020-12-01 12,772   SL 5.000000000000 213 0 213  
    SCALE - WEINSTEIN INC 2020-12-01 4,500   SL 5.000000000000 75 0 75  
    ROOM PRIVACY DRAPES - WONGS 2020-12-01 12,793   SL 5.000000000000 243 0 243  
    NURSE CART - TEGER MEDICAL 2020-12-01 3,253   SL 5.000000000000 54 0 54  
    TV FOR OHANA ROOM 2020-12-01 951   SL 3.000000000000 26 0 26  
    INTERNET AND TV CABLE REPAIR 2020-12-01 994   SL 5.000000000000 17 0 17  
    NURSE CALL SYSTEM NEW 2020-12-01 80,887   SL 7.000000000000 2,154 0 2,154  

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    LUNALILO HOME
    EIN:
    99-0075244
    Name of Bond End of Year Book Value End of Year Fair Market Value
    COMMONFUND - BOND 2,643,059 2,643,059

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    LUNALILO HOME
    EIN:
    99-0075244
    Name of Stock End of Year Book Value End of Year Fair Market Value
    COMMONFUND - EQUITIES 7,880,374 7,880,374

    TY 2020 InvestmentsOtherSchedule2
    Name:
    LUNALILO HOME
    EIN:
    99-0075244
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    COMMONFUND - OTHER FMV 567,875 567,875

    TY 2020 LandEtcSchedule2
    Name:
    LUNALILO HOME
    EIN:
    99-0075244
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    COTTAGE RENOVATION 40,011 26,189 13,822  
    MASONRY SERVICES 5,775 5,775 0  
    MAIN BUILDING IMPROVEMENTS 14,050 14,050 0  
    PAINTING 3,540 3,540 0  
    FIRE SPRINKLER SYSTEM 87,452 87,452 0  
    BUILDING IMPROVEMENTS 4,147,287 2,004,525 2,142,762  
    ADDITIONS/ALTERATIONS/ADA RAMP 5 208,702 67,827 140,875  
    D&D INDUSTRIES 2,464 2,464 0  
    LVT PLANK INSTALLATION (FLOOR) 24,187 2,417 21,770  
    FLOORING MATERIAL 21,647 1,939 19,708  
    NEW COMPUTER FOR HOME INTERN 2,164 1,299 865  
    CARPET TILES 3,620 1,327 2,293  
    HANDICAP VEHICLE 70,000 52,500 17,500  
    FABRIC FOR BACK PATIO 41,916 21,956 19,960  
    RESIDENT ROOM - SAMPLE BED 2,368 1,355 1,013  
    TEMPORARY WARD BED SET (4) 1,961 1,050 911  
    CART 1,594 1,594 0  
    NEW COMPUTER FOR ACCT ASSIST 1,751 1,050 701  
    OHANA ROOM TELEVISION 2,283 1,371 912  
    4" BACKFLOW PREVENTER 1,600 1,600 0  
    GENERATOR-OLYMPIAN CD050 21,198 21,198 0  
    GENERATOR-INSTALLATION 12,817 12,817 0  
    ADC CURTAINS 4,802 3,203 1,599  
    FURNITURE 27,913 13,955 13,958  
    RESIDENT ROOMS - BEDS, WARDROBES, CHESTS 93,977 48,109 45,868  
    BEDROOM COVERINGS FABRIC 44,222 22,639 21,583  
    JOERNS CARE HOSPITAL BED (10) 15,170 7,765 7,405  
    FISHER - LATERAL FILE CABINET 404 404 0  
    (3) LUNALILO PORTRAITS 280 280 0  
    PICTURES PLUS - (3) CUSTOM FRAMES 778 778 0  
    LUNALILO HOME 148,065 148,065 0  
    STORAGE RACK 1,502 1,502 0  
    NEW COFFEE MAKER 2,782 1,949 833  
    AIR CONDITIONING UNIT 2,434 1,623 811  
    REFRIGERATOR FOR SNACK BAR 416 416 0  
    SOUND EQUIPMENT - EASY MUSIC 966 966 0  
    SIMPLEX ALARM PANEL 2,984 2,984 0  
    ICE MACHINE - ROBERT'S REFRIG 4,924 4,924 0  
    2 35 GALLON GREASE INTERCEPTOR 8,406 8,156 250  
    LAWN MOWER - HOME DEPOT 3,113 3,093 20  
    WATER HEATER REPLACEMENT 13,623 9,308 4,315  
    FANS - THE FAN SHOP 1,861 1,828 33  
    SERVER - SPANNING SOLUTION 4,478 4,478 0  
    AIR CONDITIONER - ADULT CAR 3,962 3,538 424  
    AIR CONDITIONER - ADULT CAR 2,411 2,154 257  
    08 TOYOTA SIENNA VAN (PINE) 23,103 23,103 0  
    TOMB RENOVATION AT KAWAIA 609,986 140,767 469,219  
    AIR CONDITIONER - 2 CARRIER 50TC-A07 23,940 23,940 0  
    VIDEO SURVEILLANCE SYSTEM - 29 CAMERAS 20,136 20,136 0  
    3 EXHAUST FAN MORTORS (REPLACEMENT) 10,746 10,569 177  
    VIDEO SURVEILLANCE SYSTEM (3 CAMERAS) 1,948 1,948 0  
    24 LANAI CHAIRS 2,010 1,943 67  
    NURSE CALL SYSTEM UPDATE (1ST & 2ND FLOOR) 3,897 3,897 0  
    LANAI WOVEN TABLES 999 947 52  
    2 DELL COMPUTERS - OPTIPLEX 3,942 3,942 0  
    DINING ROOM CHAIRS & TABLES 46,395 31,483 14,912  
    FUNITURE FOR LANAI, ACTIVITY ROOM, LOUNGE 107,509 62,715 44,794  
    WINDOW COVERINGS 5,459 3,185 2,274  
    FURNITURE & CUSHIONS 7,911 5,274 2,637  
    DINING CABINETS 4,691 2,401 2,290  
    BEDROOM MIRRORS 4,545 2,272 2,273  
    NEW COMPUTER 3,396 2,377 1,019  
    DESIGN MINUTES FOR LIGHTING 815 416 399  
    BUFFET TABLE 5,839 2,919 2,920  
    BUFFET TABLE 6,318 3,160 3,158  
    PLUMBING FIXTURE 3,610 1,865 1,745  
    WOODEN FLOOR PLANKS 2,785 1,671 1,114  
    APPLIANCE 8,201 3,963 4,238  
    CABINET 2,254 778 1,476  
    COUNTER TOPS 3,409 1,136 2,273  
    IMPROVEMENTS 3,327 1,496 1,831  
    2 COMPUTERS 4,461 2,379 2,082  
    SOLID STATE STARTER 5,255 2,803 2,452  
    5 ETHERNET CABLES 1 TEL 1,838 981 857  
    ALOHA POWER EQUIPMENT 1,525 788 737  
    ALL IN ONE COMPUTER 2,184 983 1,201  
    MITSUBISHI CONDESING UNIT 1,888 850 1,038  
    5 DRAWER FILING CABINET 500 207 293  
    4 COMPOSITE BENCHES 3,655 1,888 1,767  
    GARBAGE DIS[PSA; DRAIN STRAINER 1,523 737 786  
    MAINTENANCE AREA 694 371 323  
    PARKING LIGHT FIXTURES 7,200 3,840 3,360  
    434 KEKUPUA PROPERTY 702,354 0 702,354  
    BLOWER WHEEL 2,008 871 1,137  
    EXHAUST FAN MOTOR 3,423 970 2,453  
    DELL XPS-13 LAPTOP & SLEEVE 1,402 895 507  
    MICROSOFT SURFACE TABLETS 2 1,032 659 373  
    DELL OPTIPLEX 5260 ALL-IN-ONE COMPUTER 1,573 961 612  
    (3) ADC RECLINERS 4,019 1,340 2,679  
    LED FACILITY LIGHTING FIXTURES 7,847 1,961 5,886  
    KITCHEN EQUIPMENT 110,523 25,789 84,734  
    KITCHEN VENT RESTORATION 6,864 915 5,949  
    ADC FENCING 8,615 72 8,543  
    SUMP PUMP SYSTEM 4,581 76 4,505  
    FENCE KEKUPUA PROPERTY 6,707 0 6,707  
    COMMERCIAL WIFI-SPANNING SOLUTIONS 10,152 846 9,306  
    KITCHEN EQUIPMENT - HEAT SEALER 2,735 228 2,507  
    DELL OPTIPLEX 7480 ALL-IN-3 COMPUTERS 6,866 954 5,912  
    AIR BLOWER GAS 575 48 527  
    KITCHEN FREEZER-MIDCITY 6,621 110 6,511  
    SECURITY CAMERA SYSTEM-HOME 4,843 81 4,762  
    SECURITY CAMERA SYSTEM-ADC 5,026 84 4,942  
    LAPTOP COMPUTERS - 2 DELL SILVER 1,696 94 1,602  
    LAPTOP COMPUTERS - 2 DELL SILVER 1,696 94 1,602  
    3M BACTERIA DETECTOR 2,938 49 2,889  
    SECURITY ALARM UPDATE 758 13 745  
    HOSPITAL BEDS (10) 12,772 213 12,559  
    SCALE - WEINSTEIN INC 4,500 75 4,425  
    ROOM PRIVACY DRAPES - WONGS 12,793 243 12,550  
    NURSE CART - TEGER MEDICAL 3,253 54 3,199  
    TV FOR OHANA ROOM 951 26 925  
    INTERNET AND TV CABLE REPAIR 994 17 977  
    NURSE CALL SYSTEM NEW 80,887 2,154 78,733  


    TY 2020 LegalFeesSchedule
    Name:
    LUNALILO HOME
    EIN:
    99-0075244
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL 31,937 0 31,937 0


    TY 2020 OtherExpensesSchedule
    Name:
    LUNALILO HOME
    EIN:
    99-0075244
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FACILITY MANAGEMENT 80,111 0 11,225 64,707
    SUPPLIES 466,423 0 15,828 461,012
    MARKETING & PROMOTION 26,574 0 15,557 11,016
    MISCELLANEOUS 24,294 0 20,553 3,582
    ANNUAL LUAU EXPENSE 21,386 0 21,386 0
    IMU 13,397 0 13,397 0
    BAD DEBT EXPENSE 13,860 0 13,860 0
    INSURANCE 82,384 0 11,766 70,996
    GENERAL FUNDRAISING EXPENSE 2,324 0 2,324 0


    TY 2020 OtherIncomeSchedule2
    Name:
    LUNALILO HOME
    EIN:
    99-0075244
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    RESIDENT SERVICE FEES 2,073,480   2,073,480
    FOOD SERVICE FEES 352,944   352,944
    RESPITE CARE FEES 2,200   2,200
    MISCELLANEOUS PROGRAM FEES 23,366   23,366
    GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS 47,618   47,618


    TY 2020 OtherIncreasesSchedule
    Name:
    LUNALILO HOME
    EIN:
    99-0075244
    Description Amount
    UNREALIZED GAIN ON INVESTMENT 1,184,832
    PRIOR PERIOD ADJUSTMENT 31,565


    TY 2020 OtherLiabilitiesSchedule
    Name:
    LUNALILO HOME
    EIN:
    99-0075244
    Description Beginning of Year - Book Value End of Year - Book Value
    RESIDENT - TRUST ACCOUNT 3,679 24,802
    DUE TO ANNIE H. PARKE TRUST 76,107 71,277


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    LUNALILO HOME
    EIN:
    99-0075244
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT 39,947 39,947 0 0
    CONTRACT SERVICES 850,752 0 266,989 642,507
    TRUST 102,000 0 102,000 0


    TY 2020 TaxesSchedule
    Name:
    LUNALILO HOME
    EIN:
    99-0075244
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    GENERAL EXCISE TAX 2,143 0 2,143 0