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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
ATHERTON FAMILY FOUNDATION
C/O BANK OF HAWAII
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

51-0175971
B Telephone number (see instructions)

(808) 694-4393
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$125,346,019
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 401 401  
4 Dividends and interest from securities... 894,599 894,599  
5a Gross rents............ 495,319 495,319  
b Net rental income or (loss) 323,630
6a Net gain or (loss) from sale of assets not on line 10 3,326,101
b Gross sales price for all assets on line 6a 24,781,934
7 Capital gain net income (from Part IV, line 2)... 3,326,101
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)....... 7,430,708 7,430,708  
12 Total. Add lines 1 through 11........ 12,147,128 12,147,128  
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)....... 33,320 13,242   20,078
c Other professional fees (attach schedule).... 448,225 390,944   57,281
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 143,544 142,344   1,200
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 985 0   985
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 177,785 170   177,615
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 803,859 546,700   257,159
25 Contributions, gifts, grants paid....... 5,228,886 5,228,886
26 Total expenses and disbursements. Add lines 24 and 25 6,032,745 546,700   5,486,045
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 6,114,383
b Net investment income (if negative, enter -0-) 11,600,428
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 33 34 34
2 Savings and temporary cash investments......... 1,274,188 3,403,693 3,403,690
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 bullet619,356
Less: accumulated depreciation (attach schedule) bullet   619,356 619,356 4,935,000
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 89,534,620 Click to see attachment93,511,977 116,907,185
14 Land, buildings, and equipment: basis bullet551,697
Less: accumulated depreciation (attach schedule) bullet   551,697 551,697 0
15 Other assets (describe bullet) Click to see attachment88,033 Click to see attachment100,110 Click to see attachment100,110
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 92,067,927 98,186,867 125,346,019
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............ 92,067,927 98,186,867
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)..... 92,067,927 98,186,867
30 Total liabilities and net assets/fund balances (see instructions). 92,067,927 98,186,867
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
92,067,927
2
Enter amount from Part I, line 27a .....................
2
6,114,383
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
20,006
4
Add lines 1, 2, and 3 ..........................
4
98,202,316
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
15,449
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
98,186,867
Form 990-PF (2021)
Form 990-PF (2021)
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 2020-01-01 2021-12-31
c LITIGATION PROCEEDS P 2020-01-01 2021-12-31
d RIMROCK HIGH INCOME PLUS (CAYMAN) FUND LTD P 2020-01-01 2021-12-31
e 1607 CAPITAL DOMESTIC EQUITY FD LP TERMINATION P 2020-01-01 2021-12-31
AVIVA INVESTORS MULTI-STRATEGY TARGET RETURN TERMINATION P 2020-01-01 2021-12-31
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,782,617   2,746,546 36,071
b 20,845,998   16,953,996 3,892,002
c 706     706
d 136,757     136,757
e     1,559,358 -1,559,358
    195,933 -195,933
1,015,856     1,015,856
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       36,071
b       3,892,002
c       706
d       136,757
e       -1,559,358
      -195,933
      1,015,856
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 3,326,101
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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........................... 3 161,246
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- ..... 5 161,246
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 138,414
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 114,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 252,414
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 91,168
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet91,168 RefundedBullet 11 0
Part VI-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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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) 694-4393

    Located atbullet111 SOUTH KING STREETHONOLULUHI 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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
     
     
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
    Yes
     
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
    No
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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
    PATRICIA R GILES PRESIDENT/DIRECTOR
    1.00
    0 0 0
    111 SOUTH KING STREET
    HONOLULU,HI96813
    FREDERICK W ROHLFING VICE PRES/DIRECTOR
    0.00
    0 0 0
    111 SOUTH KING STREET
    HONOLULU,HI96813
    PAUL F MORGAN VICE PRES/SECRETARY/DIRECT
    1.00
    0 0 0
    111 SOUTH KING STREET
    HONOLULU,HI96813
    MARY MIDKIFF VICE PRES/DIRECTOR
    1.00
    0 0 0
    111 SOUTH KING STREET
    HONOLULU,HI96813
    JULIETTE K SHEEHAN VICE PRES/DIRECTOR
    0.00
    0 0 0
    111 SOUTH KING STREET
    HONOLULU,HI96813
    HERBERT RICHARDS III VICE PRES/TREASURER/DIRECTOR
    0.00
    0 0 0
    111 SOUTH KING STREET
    HONOLULU,HI96813
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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 VIII-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 VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    62,539,455
    b
    Average of monthly cash balances.......................
    1b
    2,275,702
    c
    Fair market value of all other assets (see instructions)................
    1c
    59,539,234
    d
    Total (add lines 1a, b, and c).........................
    1d
    124,354,391
    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
    124,354,391
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    1,865,316
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    122,489,075
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    6,124,454
    Part X
    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 IX, line 6..................
    1
    6,124,454
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    161,246
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    161,246
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    5,963,208
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    20,007
    5
    Add lines 3 and 4............................
    5
    5,983,215
    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 XII, line 1 ...
    7
    5,983,215
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2020
    (c)
    2020
    (d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 5,983,215
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 1,139,810
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 5,486,045
    a Applied to 2020, but not more than line 2a 1,139,810
    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 2021 distributable amount..... 4,346,235
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
    1,636,980
    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 2016 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    EVAN DOHLEN
    827 FORT STREET MALL
    HONOLULU,HI96813
    (808) 566-5585
    NEXUS.HAWAIICOMMUNITYFOUNDATION.ORG/NONPROFIT
    bThe form in which applications should be submitted and information and materials they should include:
    SEE HAWAII COMMUNITY FOUNDATION WEBSITE.
    cAny submission deadlines:
    SEE HAWAII COMMUNITY FOUNDATION WEBSITE.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    SEE HAWAII COMMUNITY FOUNDATION WEBSITE.
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    808 CLEANUPS
    POST OFFICE BOX 240341
    HONOLULU,HI968240341
      PUBLIC CHARITY APP POWERED ADOPT A SITE 10,000
    ADULT FRIENDS FOR YOUTH
    3375 KOAPAKA STREET B290
    HONOLULU,HI96819
      PUBLIC CHARITY MOBILE ASSESSMENT CENTER (MAC) 5,000
    AFTER-SCHOOL ALL-STARS HAWAII
    1523 KALAKAUA AVENUE SUITE 200-202
    HONOLULU,HI968262446
      PUBLIC CHARITY SUMMER LEARNING PROJECT 20,000
    AINA MOMONA
    POST OFFICE BOX 376
    HOOLEHUA,HI967290376
      PUBLIC CHARITY KAAMOLA COMMUNITY RESTORATION 20,000
    ALEXANDER & BALDWIN SUGAR MUSEUM
    PO BOX 125
    PUUNENE,HI96784
      PUBLIC CHARITY THE SUGAR MUSEUM DIGITIZATION AND PRINTING LAB (2 OF 2 PMTS) 10,000
    ALEXANDER ACADEMY PERFORMING COMPANY
    PO BOX 1291
    KULA,HI96790
      PUBLIC CHARITY THE NUTCRACKER BALLET COSTUMES 10,000
    ALOHA CLUB OF HILO
    1045 KILAUEA AVENUE SUITE B
    HILO,HI967204291
      PUBLIC CHARITY THE ALOHA CLUB OF HILO FOOD PROJECT (2 OF 2 PMTS) 25,000
    ALOHA HARVEST
    3599 WAIALAE AVE 23
    HONOLULU,HI96816
      PUBLIC CHARITY FOOD RESILIENCE HUB 50,000
    ALOHA KUAMOO AINA
    POST OFFICE BOX 3329
    KAILUA KONA,HI967453329
      PUBLIC CHARITY KUAMOO VIRTUAL LEARNING PROJECT 17,570
    ALOHA MEDICAL MISSION
    200 N VINEYARD BLVD UNIT B120
    HONOLULU,HI96817
      PUBLIC CHARITY THE FREE HONOLULU DENTAL CLINIC 10,000
    ALOHA PERFORMING ARTS COMPANY
    PO BOX 794
    KEALAKEKUA,HI96750
      PUBLIC CHARITY IMPROV AT ALOHA THEATRE 10,000
    ALOHA UNITED WAY
    200 N VINEYARD BLVD STE 700
    HONOLULU,HI96817
      PUBLIC CHARITY 2021 ANNUAL CAMPAIGN 220,000
    ALTERNATIVE STRUCTURES INTERNATIONAL
    86-660 LUALUALEI HOMESTEAD ROAD
    WAIANAE,HI96792
      PUBLIC CHARITY SHARED MANUFACTURING FACILITIES AT KAHUMANA 39,000
    ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIATION
    1670 MAKALOA STREET SUITE 204-316
    HONOLULU,HI96814
      PUBLIC CHARITY ACCESS TO DEMENTIA DIAGNOSIS, CARE AND SUPPORT IN HAWAII 10,000
    AMERICAN BIRD CONSERVANCY
    4249 LOUDOUN AVE
    THE PLAINS,VA20198
      PUBLIC CHARITY SAVING HAWAII'S ENDANGERED BIRDS FROM AVIAN DISEASES 15,000
    AMERICAN COMMITTEE
    340 RIVERSIDE DRIVE APARTMENT 8B
    NEW YORK,NY10025
      PUBLIC CHARITY FOR US-RUSSIA ACCORD REISSUE OF CK # 901923 DTD 12/23/2020 GRANT #20CON-107088 1,000
    AMERICAN JUDICATURE SOCIETY
    1001 BISHOP STREET SUITE 2200
    HONOLULU,HI968133676
      PUBLIC CHARITY GENERAL SUPPORT 1,000
    ANAINA HOU COMMUNITY PARK
    5-2723 KUHIO HIGHWAY
    KILAUEA,HI96754
      PUBLIC CHARITY THE HAVEN @ ANAINA HOU 25,000
    ASSISTANCE DOGS OF HAWAII
    PO BOX 1803
    MAKAWAO,HI96768
      PUBLIC CHARITY ASSISTANCE DOG PROGRAM 3,000
    BAMBOO RIDGE PRESS
    PO BOX 61781
    HONOLULU,HI968391781
      PUBLIC CHARITY SPECULATIVE FICTION ANTHOLOGY 5,000
    BE COLLEGE READY
    POST OFFICE BOX 1573
    KAILUA KONA,HI967451573
      PUBLIC CHARITY BCR PROJECT 2021-22 10,000
    BEST BUDDIES INTERNATIONAL INC
    PO BOX 240549
    HONOLULU,HI96824
      PUBLIC CHARITY FRIENDSHIP, LEADERSHIP & SOCIAL INCLUSION 5,000
    BIG BROTHERS BIG SISTERS HAWAII INC
    2119 NORTH KING STREET SUITE 202
    HONOLULU,HI968194550
      PUBLIC CHARITY MENTORING FOR HAWAII'S AT-PROMISE YOUTH 10,000
    BIG ISLAND MEDIATION INC
    PO BOX 7020
    KAMUELA,HI96743
      PUBLIC CHARITY YOUTH CONFLICT RESOLUTION EDUCATION 15,000
    BIO BAMBOO INC
    POST OFFICE BOX 886
    HAIKU,HI967080886
      PUBLIC CHARITY MAUI FAMILY FARMER TRAINING NETWORK: EQUIPPING MAUI'S NEW FARMERS: A TOOL LENDING LIBRARY 25,000
    BISHOP MUSEUM
    1525 BERNICE ST
    HONOLULU,HI968172704
      PUBLIC CHARITY ATHERTON HALAU RENOVATION PROJECT (4 OF 4 PMTS) 50,000
    BISHOP MUSEUM
    1525 BERNICE ST
    HONOLULU,HI968172704
      PUBLIC CHARITY GENERAL SUPPORT 1,000
    BOOK TRUST
    8390 E CRESCENT PARKWAY SUITE 300
    GREENWOOD VILLAGE,CO80111
      PUBLIC CHARITY CULTIVATING A LITERACY RICH HAWAII 10,000
    CAMP ANUENUE CORPORATION
    234 KULIOUOU ROAD
    HONOLULU,HI968212258
      PUBLIC CHARITY CAMP ANUENUE 2022 5,000
    CAPITAL RESEARCH CENTER
    1513 16TH STREET NORTHWEST
    WASHINGTON,DC200361401
      PUBLIC CHARITY GENERAL SUPPORT 1,000
    CARING FOR HAWAI'I NEONATES
    P O BOX 37182
    HONOLULU,HI96837
      PUBLIC CHARITY NA KEIKI TRANSITIONS 10,000
    CATHEDRAL CHURCH OF ST ANDREW
    229 QUEEN EMMA SQUARE
    HONOLULU,HI96813
      PUBLIC CHARITY ORGAN REPAIR AND MAINTENANCE 10,000
    CATHEDRAL OF OUR LADY OF PEACE
    1184 BISHOP ST
    HONOLULU,HI96813
      PUBLIC CHARITY CATHEDRAL RENEWAL CAMPAIGN (3 OF 3 PMTS) 25,000
    CENTER FOR GETTING THINGS STARTED
    12-7106 PUNA KAI STREET
    PAHOA,HI967788035
      PUBLIC CHARITY NA HOA HOLOMOKU OF HAWAII YACHT CLUB: SAIL- SAILING ADVANCING INTERGENERATIONAL LEARNING 8,000
    CENTER OF THE AMERICAN EXPERIMENT
    8421 WAYZATA BOULEVARD SUITE 110
    MINNEAPOLIS,MN554261353
      PUBLIC CHARITY GENERAL SUPPORT 1,000
    CHAMBER MUSIC HAWAII
    PO BOX 61939
    HONOLULU,HI96839
      PUBLIC CHARITY GENERAL SUPPORT 8,000
    CHAMINADE UNIVERSITY OF HONOLULU
    3140 WAIALAE AVENUE
    HONOLULU,HI968161578
      PUBLIC CHARITY SECOND CHANCE PELL EXPERIMENTAL SITES INITIATIVE 25,000
    CHILD AND FAMILY SERVICE
    91-1841 FORT WEAVER RD
    EWA BEACH,HI967061909
      PUBLIC CHARITY TIFFE MULTISYSTEMIC THERAPY ON HAWAII ISLAND 7,000
    CHILD EVANGELISM FELLOWSHIP INC
    POST OFFICE BOX 17842
    HONOLULU,HI968170842
      PUBLIC CHARITY CHRISTIAN YOUTH IN ACTION (CYIA) 5,000
    COMMON GRACE
    PO BOX 31116
    HONOLULU,HI96820
      PUBLIC CHARITY MALAMA MENTORS 5,000
    COMMON GROUND COLLECTIVE
    PO BOX 1051
    HAIKU,HI96708
      PUBLIC CHARITY MAUI FOSTER FARMING PROJECT 10,000
    COMMUNITY CLINIC OF MAUI INC
    1881 NANI ST
    WAILUKU,HI96793
      PUBLIC CHARITY MALAMA I KE OLA STREET MEDICINE 15,000
    CONSERVATION INTERNATIONAL FOUNDATION
    2011 CRYSTAL DRIVE SUITE 600
    ARLINGOTN,VA22202
      PUBLIC CHARITY KAKOO KAIAULU: SUPPORTING COMMUNITY-DRIVEN MARINE RESOURCE STEWARDSHIP ACTION IN HAWAII 50,000
    CORAL REEF ALLIANCE
    1330 BROADWAY SUITE 600
    OAKLAND,CA94612
      PUBLIC CHARITY CITIZEN SCIENCE TO INFORM WATER QUALITY SOLUTIONS FOR CORAL REEFS AND COMMUNITIES ON HAWAII ISLAND 20,000
    DANA ANNE YEE FOUNDATION
    1717 MOTT-SMITH DRIVE APARTMENT 905
    HONOLULU,HI968222815
      PUBLIC CHARITY EARLY DETECTION OF NEWLY ESTABLISHED INVASIVE TERRESTRIAL INSECT AND ARTHROPOD SPECIES ON HAWAII (4 OF 4 PMTS) 25,000
    DIAMOND HEAD THEATRE
    520 MAKAPUU AVENUE
    HONOLULU,HI96816
      PUBLIC CHARITY NEW DIAMOND HEAD THEATRE (3 OF 4 PMTS) 50,000
    DOCOMOMO HAWAII
    45-287 KOKOKAHI PLACE
    KANEOHE,HI967442424
      PUBLIC CHARITY PRODUCTION OF BOOKLETS 5,000
    EAST HAWAII CULTURAL COUNCIL
    141 KALAKAUA STREET
    HILO,HI96720
      PUBLIC CHARITY ART FORWARD 5,000
    EDITH KANAKAOLE FOUNDATION
    1500 KALANIANAOLE AVENUE
    HILO,HI967204914
      PUBLIC CHARITY KAAO KUI LEI 20,000
    EDUCATION INCUBATOR
    PO BOX 11693
    HONOLULU,HI96828
      PUBLIC CHARITY FOUNDATIONS OF ALOHA 2,500
    FAITH ACTION FOR COMMUNITY EQUITY
    PO BOX 235950
    HONOLULU,HI968233518
      PUBLIC CHARITY IBASHO CAFE: EMPOWERING ELDERS & BUILDING COMMUNITIES 10,000
    FAMILY HUI HAWAII
    PO BOX 22596
    HONOLULU,HI96823
      PUBLIC CHARITY LENA HOME HUI: LEVERAGING EARLY TALK AND PARENT HUI TO IMPROVE CHILD OUTCOMES 10,000
    FEEDING HAWAII TOGETHER
    2522 ROSE STREET
    HONOLULU,HI968192449
      PUBLIC CHARITY SUPPORTING RESILIENCE FOR FAMILIES IN CRISIS THROUGH COVID AND BEYOND 50,000
    FRIENDS OF BIG ISLAND DRUG COURT INC
    POST OFFICE BOX 6914
    HILO,HI967208936
      PUBLIC CHARITY GENERAL SUPPORT 7,000
    FRIENDS OF THE FUTURE
    P O BOX 2655
    KAMUELA,HI96743
      PUBLIC CHARITY VIBRANT HAWAII: RESILIENCE HUBS 30,000
    FRIENDS OF THE LIBRARY OF HAWAII
    501 SUMNER STREET STE 614
    HONOLULU,HI96817
      PUBLIC CHARITY PURCHASE PERMANENT FACILITY FOR FRIENDS OF THE LIBRARY OF HAWAI'I'S OPERATIONS (2 OF 4 PMTS) 25,000
    FRIENDS OF THE PALACE THEATER
    38 HAILI ST
    HILO,HI96720
      PUBLIC CHARITY PROTECTING THE HILO PALACE THEATER 10,000
    FRUIT TREE PLANTING FOUNDATION
    POST OFFICE BOX 81881
    PITTSBURGH,PA152170881
      PUBLIC CHARITY FRUIT AND NATIVE TREES FOR HAWAI'I ISLAND 5,000
    FUTURE OF FREEDOM FOUNDATION INC
    11350 RANDOM HILLS ROAD STE 800
    FAIRFAX,VA22030
      PUBLIC CHARITY GENERAL SUPPORT 1,000
    GARDEN ISLAND RESOURCE CONSERVATION AND DEVELOPMENT INC
    4253 RICE STREET SUITE C
    LIHUE,HI967661315
      PUBLIC CHARITY KOKE'E RESOURCE CONSERVATION PROGRAM: PROTECTING KAUAI'S WATERSHEDS 15,000
    GRACE BIBLE CHURCH PEARLSIDE
    98-747 KUAHAO PL 2ND FLOOR
    PEARL CITY,HI96782
      PUBLIC CHARITY PEARLSIDE YOCC SPORTS AND TUTORING PROGRAMS 25,000
    GRASSROOT INSTITUTE OF HAWAII INC
    1050 BISHOP STREET SUITE 508
    HONOLULU,HI968134210
      PUBLIC CHARITY GENERAL SUPPORT 1,000
    GUIDE DOGS OF HI ADAPTIVE AIDS CANINES & ADVCY FOR THE BLIND
    715 S KING STREET 110
    HONOLULU,HI96813
      PUBLIC CHARITY COVID KIT (KEEPING IT TOGETHER) 2,500
    HABILITAT INC
    PO BOX 801
    KANEOHE,HI96744
      PUBLIC CHARITY HABILITAT RESIDENTIAL TREATMENT CENTER 50,000
    HABITAT FOR HUMANITY MAUI INC
    1162 LOWER MAIN ST
    WAILUKU,HI96793
      PUBLIC CHARITY BOX TRUCK TO TRANSPORT CONSTRUCTION MATERIAL & BULK DONATIONS 15,000
    HALE HALAWAI 'OHANA 'O HANALEI
    PO BOX 822
    HANALEI,HI96714
      PUBLIC CHARITY FACILITY RENOVATIONS & REPAIRS 25,000
    HALE KIPA INC
    91-2128 OLD FT WEAVER ROAD
    EWA BEACH,HI967061911
      PUBLIC CHARITY A NEW HOME FOR HALE KIPA (4 OF 4 PMTS) 50,000
    HALEAKALA CONSERVANCY
    POST OFFICE BOX 880878
    PUKALANI,HI967880878
      PUBLIC CHARITY HALEAKALA NATIONAL PARK YOUTH INTERNSHIPS 65,000
    HALOALAUNUIAKEA EARLY LEARNING CENTER
    P O BOX 1166
    KALAHEO,HI96741
      PUBLIC CHARITY MAINTENANCE AND COVID EXPANSIONS 20,000
    HAMAKUA YOUTH FOUNDATION INC
    POST OFFICE BOX 381
    HONOKAA,HI967270381
      PUBLIC CHARITY HAMAKUA YOUTH CENTER 15,000
    HANA ARTS
    PO BOX 686
    HANA,HI96713
      PUBLIC CHARITY BUILDING THE EAST MAUI ECONOMY THROUGH ART 10,000
    HANA RETREAT
    PO BOX 489
    HANA,HI96713
      PUBLIC CHARITY HANA KU AND NOENOE NIGHTS PROGRAM 15,000
    HANAHAUOLI SCHOOL
    1922 MAKIKI ST
    HONOLULU,HI96822
      PUBLIC CHARITY THE SKILLS WE NEED 20,000
    HAWAII PUBLIC RADIO
    738 KAHEKA STREET
    HONOLULU,HI96814
      PUBLIC CHARITY TECHNICAL/IT, ENGINEERING & TRAINING FEES FOR HPR STUDIO RENOVATION & UPGRADE 46,500
    HAWAII PUBLIC RADIO
    738 KAHEKA STREET
    HONOLULU,HI96814
      PUBLIC CHARITY GENERAL SUPPORT 1,000
    HAWAII AGRICULTURAL FOUNDATION
    3538 WAIALAE AVENUE 203
    HONOLULU,HI96816
      PUBLIC CHARITY YOUNG ENTREPRENEURS PROGRAM 2021 21,000
    HAWAII ALLIANCE OF NONPROFIT ORGANIZATIONS
    1020 SOUTH BERETANIA STREET 2ND
    FLOOR
    HONOLULU,HI968141428
      PUBLIC CHARITY HANO DECENT WORK CAMPAIGN YEAR 3 25,000
    HAWAII APPLESEED CENTER FOR LAW & ECONOMIC JUSTICE
    733 BISHOP STREET SUITE 1180
    HONOLULU,HI96813
      PUBLIC CHARITY ADDRESSING HAWAII'S AFFORDABLE HOUSING CRISIS 25,000
    HAWAII COMMUNITY FOUNDATION
    827 FORT STREET MALL
    HONOLULU,HI96813
      PUBLIC CHARITY 2021- 2022 ENVIRONMENTAL FUNDERS GROUP 16,373
    HAWAII COMMUNITY FOUNDATION
    827 FORT STREET MALL
    HONOLULU,HI96813
      PUBLIC CHARITY COMMUNITY SCHOLARSHIP FUND 25,000
    HAWAII COMMUNITY FOUNDATION
    827 FORT STREET MALL
    HONOLULU,HI96813
      PUBLIC CHARITY HAWAII FRESH WATER INITIATIVE PHASE 3 TURNING STRATEGIES INTO ACTION(3 OF 3 PMTS) 50,000
    HAWAII COMMUNITY FOUNDATION
    827 FORT STREET MALL
    HONOLULU,HI96813
      PUBLIC CHARITY 2021- 2022 ENVIRONMENTAL FUNDERS GROUP 10,819
    HAWAII COMMUNITY REINVESTMENT CORPORATION
    P O BOX 3409
    HONOLULU,HI96801
      PUBLIC CHARITY HCRC RAPID REHOUSING FINANCING PROGRAM & COVID RECOVERY COMMUNITY DEVELOPMENT FINANCING INITIATIVES 20,000
    HAWAII ENVIRONMENTAL RESTORATION
    PO BOX 1028
    PAHOA,HI96778
      PUBLIC CHARITY KEAU'OHANA RAINFOREST 10,000
    HAWAII FAMILY FORUM
    6301 PALI HIGHWAY
    KANEOHE,HI96744
      PUBLIC CHARITY GENERAL SUPPORT 1,000
    HAWAII FOREST INSTITUTE
    P O BOX 66
    OOKALA,HI96774
      PUBLIC CHARITY GO NATIVE: GROWING A NATIVE HAWAIIAN URBAN FOREST 10,000
    HAWAII HOTEL INDUSTRY FOUNDATION
    2270 KALAKAUA AVE STE 1702
    HONOLULU,HI96815
      PUBLIC CHARITY FOOD DISTRIBUTION PROGRAM 5,000
    HAWAII INSTITUTE OF PACIFIC AGRICULTURE
    POST OFFICE BOX 497
    KAPAAU,HI967550497
      PUBLIC CHARITY K-20 AGRICULTURAL RESILIENCY & NUTRITION EDUCATIONAL PIPELINE (3 OF 3 PMTS) 20,000
    HAWAII INVESTMENT READY
    44-527A KANEOHE BAY DRIVE
    KANEOHE,HI967442525
      PUBLIC CHARITY FUNDER HUI 10,000
    HAWAII ISLAND UNITED WAY INC
    PO BOX 745
    HILO,HI96721
      PUBLIC CHARITY 2021-2022 CAPITAL CAMPAIGN 20,000
    HAWAII KEIKI MUSEUM
    68-1917 PUU NUI STREET
    WAIKOLOA,HI967385234
      PUBLIC CHARITY HAWAI'I KEIKI MUSEUM PREVIEW FACILITY 20,000
    HAWAII OPERA THEATRE
    848 S BERETANIA ST STE 301
    HONOLULU,HI96813
      PUBLIC CHARITY HAWAI'I OPERA THEATRE: HOMETOWN TO THE WORLD 15,000
    HAWAII OPERA THEATRE
    848 S BERETANIA ST STE 301
    HONOLULU,HI96813
      PUBLIC CHARITY GENERAL SUPPORT 6,000
    HAWAII PERFORMING ARTS COMPANY LTD
    2833 EAST MANOA ROAD
    HONOLULU,HI96822
      PUBLIC CHARITY SOUND EQUIPMENT UPGRADES 25,000
    HAWAII PREPARATORY ACADEMY
    65-1692 KOHALA MOUNTAIN ROAD
    KAMUELA,HI96743
      PUBLIC CHARITY DAVIES CHAPEL RESTORATION 37,500
    HAWAII PUBLIC HEALTH ASSOCIATION
    7192 KALANIANAOLE HIGHWAY SUITE
    A143A PMB 226
    HONOLULU,HI968251849
      PUBLIC CHARITY FUNDING REQUEST FOR PUBLIC HEALTH RESPONSE TO COVID-19 2,500
    HAWAII PUBLIC HEALTH INSTITUTE
    850 RICHARDS STREET SUITE 201
    HONOLULU,HI96813
      PUBLIC CHARITY ADVANCING STUDENT HEALTH AND COMMUNITY FOOD SYSTEMS THROUGH FARM TO SCHOOL 30,000
    HAWAII RURAL WATER ASSOCIATION
    65-1158 MAMALAHOA HIGHWAY SUITE 2D
    KAMUELA,HI967438492
      PUBLIC CHARITY HRWA APPRENTICESHIP PROGRAM 15,000
    HAWAII STATE RURAL HEALTH ASSOCIATION
    140 RAINBOW DRIVE
    HILO,HI967202065
      PUBLIC CHARITY CHW TELEHEALTH 10,000
    HAWAII SYMPHONY ORCHESTRA
    3610 WAIALAE AVE SUITE 101
    HONOLULU,HI968163271
      PUBLIC CHARITY GENERAL SUPPORT 1,000
    HAWAII THEATRE CENTER
    POST OFFICE BOX 341
    HONOLULU,HI96813
      PUBLIC CHARITY PARTNERS FOR THE ARTS 2021 - 2022 20,000
    HAWAII VA FOUNDATION
    1111 HEKILI STREET SUITE 102
    KAILUA,HI967342800
      PUBLIC CHARITY OUR KUPUNA 10,000
    HAWAII WILDFIRE MANAGEMENT ORGANIZATION
    65-1279 KAWAIHAE RD SUITE 211
    KAMUELA,HI96743
      PUBLIC CHARITY STATEWIDE FIREWISE PROGRAMMING FOR COMMUNITY WILDFIRE PREPAREDNESS 15,000
    HAWAII YOUTH OPERA CHORUS
    PO BOX 22304
    HONOLULU,HI96823
      PUBLIC CHARITY E MELE KAKOU-MUSIC EDUCATION OUTREACH FOR OAHU ELEMENTARY SCHOOLS 10,000
    HAWAIIAN ISLANDS LAND TRUST
    126 QUEEN STREET SUITE 306
    HONOLULU,HI968134415
      PUBLIC CHARITY HOOMAKAUKAU MAHUKONA: OPERATIONAL FUND TO PURSUE THE PROTECTION OF MAHUKONA 25,000
    HAWAIIAN MISSION CHILDREN'S SOCIETY
    553 S KING ST
    HONOLULU,HI96813
      PUBLIC CHARITY GENERAL SUPPORT 5,000
    HAWAIIAN MISSION CHILDREN'S SOCIETY
    553 S KING ST
    HONOLULU,HI96813
      PUBLIC CHARITY ILLUMINATING THE PARTNERSHIP BETWEEN AMERICAN PROTESTANT MISSIONARIES AND HAWAIIAN ALII (3 OF 3 PMTS) 50,000
    HAWAIIAN MISSION CHILDREN'S SOCIETY
    553 S KING ST
    HONOLULU,HI96813
      PUBLIC CHARITY GENERAL SUPPORT 6,000
    HAWAIIAN RAILWAY SOCIETY
    PO BOX 60369
    EWA BEACH,HI96706
      PUBLIC CHARITY GENERAL SUPPORT 5,000
    HI'ILEI ALOHA LLC
    59-864 KAMEHAMEHA HWY
    HALEIWA,HI967128411
      PUBLIC CHARITY YOUTH JOB READINESS & PLACEMENT 11,000
    HOLUALOA FOUNDATION FOR ARTS AND CULTURE
    78-6670 MAMALAHOA HWY
    HOLUALOA,HI96725
      PUBLIC CHARITY MASTER SITE PLAN: PHASE 1 RESEARCH AND ANALYSIS 20,000
    HONOLULU ACADEMY OF ARTS
    900 SOUTH BERETANIA STREET
    HONOLULU,HI96814
      PUBLIC CHARITY BERETANIA CAMPUS INFRASTRUCTURE IMPROVEMENTS 50,000
    HONOLULU ACADEMY OF ARTS
    900 SOUTH BERETANIA STREET
    HONOLULU,HI96814
      PUBLIC CHARITY GENERAL SUPPORT 1,000
    HONOLULU BIENNIAL FOUNDATION
    1111 NUUANU AVENUE SUITE 210 211
    HONOLULU,HI968175183
      PUBLIC CHARITY HAWAI'I CONTEMPORARY TRIENNIAL 20,000
    HONOLULU CIVIL BEAT INC
    3465 WAIALAE AVENUE 200
    HONOLULU,HI96816
      PUBLIC CHARITY COMMUNITY HEALTH REPORTING 20,000
    HONOLULU CIVIL BEAT INC
    3465 WAIALAE AVENUE 200
    HONOLULU,HI96816
      PUBLIC CHARITY GENERAL SUPPORT 1,000
    HONOLULU HABITAT FOR HUMANITY
    922 AUSTIN LANE C-1
    HONOLULU,HI96817
      PUBLIC CHARITY CAPITAL REQUEST - VEHICLE TO MOBILIZE VOLUNTEER PROGRAM 20,000
    HO'OLA NA PUA
    POST OFFICE BOX 22551
    HONOLULU,HI968232551
      PUBLIC CHARITY PEARL HAVEN A HAVEN FOR HEALING (2 OF 2 PMTS) 50,000
    HOOMANA INC
    4531 KUAMOO ROAD
    KAPAA,HI96746
      PUBLIC CHARITY FARMER'S MARKET 5,000
    HOPE CENTER MINISTRIES
    361 NORTH KAINALU DRIVE
    KAILUA,HI967342125
      PUBLIC CHARITY HOPE FOR RECOVERY 5,000
    HOPE SERVICES HAWAII INC
    357 WAIANUENUE AVENUE
    HILO,HI967202439
      PUBLIC CHARITY SACRED HEART RESOURCE CENTER 10,000
    HUI ALOHA AINA MOMONA
    47-540 AHUIMANU ROAD
    KANEOHE,HI967445402
      PUBLIC CHARITY ULU KA HONUA 10,000
    IHS THE INSTITUTE FOR HUMAN SERVICES INC
    546 KAAAHI ST
    HONOLULU,HI96817
      PUBLIC CHARITY IT INFRASTRUCTURE UPGRADES (2 OF 2 PMTS) 50,000
    JAPANESE CULTURAL CENTER OF HAWAII
    2454 SOUTH BERETANIA STREET
    HONOLULU,HI96826
      PUBLIC CHARITY OKAGE SAMA DE - VIRTUAL TOURS 10,000
    KA IPU MAKANI CULTURAL HERITAGE CENTER
    P O BOX 1077
    KAUNAKAKAI,HI967481077
      PUBLIC CHARITY KAWAO KAAMOLA 15,000
    KA LIMA O MAUI
    95 MAHALANI STREET SUITE 19B
    WAILUKU,HI96793
      PUBLIC CHARITY CONSTRUCTION OF THE NEW KA LIMA O MAUI CENTER OF OPERATIONS(2 OF 2 PMTS) 20,000
    KAHUA PAA MUA INC
    PO BOX 896
    KAPAAU,HI96755
      PUBLIC CHARITY GENERAL SUPPORT 5,000
    KALIHI-PALAMA HEALTH CENTER
    915 N KING STREET
    HONOLULU,HI96817
      PUBLIC CHARITY HEALTHCARE ACCESS UNDER ONE ROOF: PHASE I COMPREHENSIVE HEALTH FACILITY (3 OF 3 PMTS) 30,000
    KANU HAWAII
    1050 QUEEN STREET SUITE 100
    HONOLULU,HI968144130
      PUBLIC CHARITY VOLUNTEER WEEK HAWAII 10,000
    KAPIOLANI HEALTH FOUNDATION
    55 MERCHANT STREET SUITE 2600
    HONOLULU,HI96813
      PUBLIC CHARITY PEDIATRIC HEART CENTER AT KAPIOLANI MEDICAL CENTER FOR WOMEN & CHILDREN 50,000
    KAUAI FOOD BANK INC
    3285 A WAAPA ROAD
    LIHUE,HI96766
      PUBLIC CHARITY KEIKI CAFE 10,000
    KAUAI NORTH SHORE FOOD PANTRY
    POST OFFICE BOX 1172
    KILAUEA,HI967541172
      PUBLIC CHARITY NORTH SHORE FOOD PANTRY 10,000
    KAUAI SEARCH AND RESCUE
    POST OFFICE BOX 278
    KILAUEA,HI967540278
      PUBLIC CHARITY KSAR ROPES TECHNICIAN TRAINING 20,677
    KAUAI UNITED WAY
    4374 KUKUI GROVE STREET 210
    LIHUE,HI96766
      PUBLIC CHARITY KAUAI UNITED WAY ANNUAL CAMPAIGN 2021 20,000
    KCAA PRESCHOOLS OF HAWAII
    2707 S KING ST
    HONOLULU,HI96826
      PUBLIC CHARITY GENERAL SUPPORT 5,000
    KEIKI TO KUPUNA FOUNDATION
    94-252 PUPUOLE STREET SUITE A
    WAIPAHU,HI967972372
      PUBLIC CHARITY EATING WELL ON DIALYSIS 5,000
    KHM INTERNATIONAL
    PO BOX 482188
    KAUNAKAKAI,HI96748
      PUBLIC CHARITY ALOHA 'AINA O MOLOKAI 20,000
    KIDS HURT TOO HAWAII
    245 NORTH KUKUI STREET SUITE 102
    HONOLULU,HI968173921
      PUBLIC CHARITY KAHUA `O MALI`O (PLACE OF LIGHT AND COMFORT) 10,000
    KIMOKEO FOUNDATION
    95 MAHALANI STREET ROOM 12
    WAILUKU,HI967932521
      PUBLIC CHARITY PAVING THE PATH OF HAWAIIAN CULTURAL EDUCATION AMONGST MAUI'S FLUENT HAWAIIAN YOUTH IN MALIKO VALLEY 7,500
    KOHALA KORRAL INC
    POST OFFICE BOX 248
    HAWI,HI967190248
      PUBLIC CHARITY GENERAL SUPPORT 5,000
    KONA CHORAL SOCIETY
    PO BOX 5007
    KAILUAKONA,HI96745
      PUBLIC CHARITY KONA CHORAL SOCIETY REHEARSAL & PERFORMANCE EQUIPMENT 15,000
    KONA DANCE & PERFORMING ARTS INC
    POST OFFICE BOX 852
    KEALAKEKUA,HI967500852
      PUBLIC CHARITY 2021 TUITION SUBSIDY PROJECT 15,000
    KRISTI YAMAGUCHI ALWAYS DREAM FOUNDATION
    125 RAILROAD AVE STE 203
    DANVILLE,CA94526
      PUBLIC CHARITY ALWAYS DREAM COMBINES TECHNOLOGY, ACCESS TO BOOKS, AND PARENT ENGAGEMENT FOR HOME ENVIRONMENT. 10,000
    KUA'AINA ULU 'AUAMO
    47-200 WAIHEE RD
    KANEOHE,HI96744
      PUBLIC CHARITY TRANSFORMING HAWAII FOOD SYSTEMS TOGETHER (TFST) 91,300
    KUIKAHI MEDIATION CENTER INC
    101 AUPUNI ST STE 1014 B2
    HILO,HI96720
      PUBLIC CHARITY TEAMWORK, LEADERSHIP, AND PREPARING FOR THE NEW ECONOMY TRAINING SERIES 15,000
    KUPU
    677 ALA MOANA BLVD SUITE 1200
    HONOLULU,HI96813
      PUBLIC CHARITY THE HARRY & JEANETTE WEINBERG HO'OKUPU CENTER PROGRAMS 25,000
    LA'AKEA VILLAGE
    PO BOX 790994
    PAIA,HI96779
      PUBLIC CHARITY LA'AKEA VILLAGE EQUIPMENT FOR EXPANDED KITCHEN 15,000
    LAIOPUA 2020
    POST OFFICE BOX 1764
    KAILUA KONA,HI967451764
      PUBLIC CHARITY TELECONFERENCE EQUIPMENT FOR LAIOPUA 2020 2,000
    LANAI ACADEMY OF PERFORMING ARTS
    PO BOX 631124
    LANAI CITY,HI96763
      PUBLIC CHARITY PERFORMING ARTS DURING COVID-19 10,000
    LANAI UNION CHURCH
    PO BOX 630519
    LANAI CITY,HI96763
      PUBLIC CHARITY WINDOWS FOR ANNEX AND PARSONAGE 9,000
    LAULIMA PAHOA
    POST OFFICE BOX 69 PAHOA
    PAHOA,HI967780069
      PUBLIC CHARITY LERZ COMMUNITY BEEKEEPING WORKSHOPS 5,351
    LAUREN F BRUNER USS ARIZONA MEMORIAL FOUNDATION
    24430 HAWTHORNE BOULEVARD SUITE 103
    TORRANCE,CA905056557
      PUBLIC CHARITY LAUREN F. BRUNER'S DREAM GIFT TO AMERICA 35,000
    LEADERSHIP KAUAI
    PO BOX 1567
    LIHUE,HI96766
      PUBLIC CHARITY LEADING IN A PANDEMIC 10,000
    LEEWARD OAHU HABITAT FOR HUMANITY
    91-291 KALAELOA BLVD
    KAPOLEI,HI96707
      PUBLIC CHARITY APPRECIATION LUNCHES FOR VOLUNTEERS 9,000
    LIAHONA YOUTH EMPOWERMENT
    2119 WAIOLA STREET APARTMENT 106
    HONOLULU,HI968262805
      PUBLIC CHARITY GENERAL SUPPORT 1,000
    LONGLEASH INC
    394 STUYVESANT AVENUE
    BROOKLYN,NY112331706
      PUBLIC CHARITY GENERAL SUPPORT 7,500
    LUDWIG VON MISES INSTITUTE FOR AUSTRIAN ECONOMICS INC
    518 WEST MAGNOLIA AVENUE
    AUBURN,AL368324501
      PUBLIC CHARITY GENERAL SUPPORT 1,000
    MA KA HANA KA IKE BUILDING PROGRAM
    P O BOX 968
    HANA,HI96713
      PUBLIC CHARITY MALAMA I NA HULU KUPUNA 25,000
    MAKUA LANI CHRISTIAN ACADEMY
    74-4966 KEALAKAA STREET
    KAILUA KONA,HI96740
      PUBLIC CHARITY AUDIO AND VIDEO UPGRADES BUILDING CAPACITY DURING COVID AND BEYOND 20,000
    MALAMA KAI FOUNDATION
    PO BOX 6882
    KAMUELA,HI96743
      PUBLIC CHARITY RIDGE TO REEF AHUPUAA/WATERSHED EDUCATION PROGRAM IN SOUTH KOHALA 20,000
    MALAMA KAUAI
    POST OFFICE BOX 1414
    KILAUEA,HI967541414
      PUBLIC CHARITY MOLOA'A 'AINA CENTER: GROWING A KAUAI FOOD HUB FOR THE RESILIENCE OF FARMERS, COMMUNITY AND KEIKI 75,000
    MALAMA MANOA
    POST OFFICE BOX 283046
    HONOLULU,HI968283046
      PUBLIC CHARITY GENERAL SUPPORT 1,000
    MALAMA MAUNALUA
    7192 KALANIANAOLE HIGHWAY SUITE
    A143A
    HONOLULU,HI968251849
      PUBLIC CHARITY INCORPORATING COMMUNITY IN RESEARCH AND RESTORATION 40,000
    MALAMA NA MAKUA A KEIKI
    PO BOX 791749
    PAIA,HI96779
      PUBLIC CHARITY THERAPEUTIC LIVING PROGRAM 10,000
    MALAMALAMA FARM AND CENTER
    POST OFFICE BOX 653
    MAKAWAO,HI967680653
      PUBLIC CHARITY MALAMALAMA FARM COMPLIANCE CONSTRUCTION (2 OF 2 PMTS) 15,000
    MALAMALAMA WALDORF SCHOOL INC
    HIGHWAY CONTRACT 3 BOX 13068
    KEAAU,HI967499220
      PUBLIC CHARITY COMPLETE THE HALE O' AIHARA - A MULTIPURPOSE LIBRARY & GO GAME BUILDING 15,000
    MANA'OLANA PINK PADDLERS
    PO BOX 588
    KIHEI,HI96753
      PUBLIC CHARITY WAVES OF HOPE CANCER ASSISTANCE PROJECT 5,000
    MANOA HERITAGE CENTER
    2856 OAHU AVENUE
    HONOLULU,HI96822
      PUBLIC CHARITY GENERAL SUPPORT 1,000
    MARINE MAMMAL CENTER
    FORT CRONKHITE 2000 BUNKER ROAD
    SAUSALITO,CA949652619
      PUBLIC CHARITY AHUPUAA AND TRADITIONAL HAWAIIAN CULTURE AND CONSERVATION EXHIBIT AND PROGRAMS 7,500
    MAUI HEALTH FOUNDATION
    221 MAHALANI STREET
    WAILUKU,HI967932526
      PUBLIC CHARITY PATIENT RESOURCE ASSISTANCE 20,000
    MAUI MAKERS INC
    POST OFFICE BOX 1430
    PUUNENE,HI967841430
      PUBLIC CHARITY THE SEWING HUI: SEWING INITIATIVES 4,500
    MAUI NUI BOTANICAL GARDENS INC
    PO BOX 6040
    KAHULUI,HI96733
      PUBLIC CHARITY COMMUNITY OUTREACH AND ACCESS FOR MAUI NUI NATIVE PLANTS 10,000
    MAUI PREPARATORY ACADEMY
    4910 HONOAPIILANI HIGHWAY
    LAHAINA,HI967619183
      PUBLIC CHARITY PUEO TECHNOLOGICAL ADVANCES 10,000
    MAUI UNITED WAY
    95 MAHALANI ST SUITE 24
    WAILUKU,HI96793
      PUBLIC CHARITY 2021-2022 LIVE UNITED ANNUAL CAMPAIGN 20,000
    MAUI YOUTH AND FAMILY SERVICES INC
    PO BOX 790006
    PAIA,HI967790006
      PUBLIC CHARITY CONSTRUCTION OF A NEW HOME FOR MAUI YOUTH AND FAMILY SERVICES (4 OF 4 PMTS) 50,000
    MENTAL HEALTH AMERICA OF HAWAII
    1136 UNION MALL SUITE 208
    HONOLULU,HI968132711
      PUBLIC CHARITY MENTAL HEALTH TRAINING AND EDUCATION PROGRAM 20,000
    MID-PACIFIC INSTITUTE
    2445 KAALA STREET
    HONOLULU,HI96822
      PUBLIC CHARITY ALOHA AINA ACADEMY - OCEAN CONSERVATION 20,000
    MOANALUA GARDENS FOUNDATION INC
    1414 DILLINGHAM BLVD STE 211
    HONOLULU,HI96817
      PUBLIC CHARITY MALAMA KAMANANUI VALLEY ENVIRONMENTAL EDUCATION INITIATIVE 30,000
    MOKUAIKAUA CHURCH
    75-5713 ALII DRIVE
    KAILUAKONA,HI96740
      PUBLIC CHARITY PRESERVATION AND PROTECTION OF HISTORIC MOKUAIKAUA CHURCH 50,000
    MOLOKAI COMMUNITY SERVICE COUNCIL
    PO BOX 2047
    KAUNAKAKAI,HI96748
      PUBLIC CHARITY 2021 ANNUAL CAMPAIGN: FRIENDLY ISLE UNITED WAY 12,000
    MOLOKAI OHANA HEALTH CARE INC
    PO BOX 2040
    KAUNAKAKAI,HI96748
      PUBLIC CHARITY MANEUVERING MENTAL HEALTH CHALLENGES DURING A PANDEMIC 64,700
    MULTIPLIER
    548 MARKET STREET PMB 81178
    SAN FRANCISCO,CA941045401
      PUBLIC CHARITY NEST FOR FAMILIES AT MULTIPLIER: NEST FOR FAMILIES - PARENT SUPPORT USING SECURE TEXT MESSAGING 15,000
    NA HOALOHA MAUI INTERFAITH VOLUNTEER CAREGIVERS
    PO BOX 3208
    WAILUKU,HI96793
      PUBLIC CHARITY FALLS PREVENTION 2.0 17,000
    NA KAMA KAI
    POST OFFICE BOX 1803
    WAIANAE,HI967926803
      PUBLIC CHARITY VIRTUAL OCEAN CLINIC VIDEOS PRODUCTION TO INSPIRE KEIKI AWARENESS OF OCEAN SAFETY AND CONSERVATION 25,000
    NA LEI WILI AREA HEALTH EDUCATION CENTER
    4442 HARDY ST 205
    LIHUE,HI96766
      PUBLIC CHARITY CG FOUNDATION: INCUBATOR@COMMONGROUND 5,000
    NATIONAL ORGANIZATION FOR MARRIAGE EDUCATION FUND
    934 NORTH MAIN STREET
    ROCKFORD,IL611037061
      PUBLIC CHARITY GENERAL SUPPORT 1,000
    NATIONAL TROPICAL BOTANICAL GARDEN
    3530 PAPALINA RD
    KALAHEO,HI96741
      PUBLIC CHARITY EQUIPMENT FOR POST-STORM RESILIENCE AT NTBG'S SOUTH SHORE GARDENS 50,000
    NISEI VETERANS MEMORIAL CENTER
    PO BOX 216
    KAHULUI,HI96733
      PUBLIC CHARITY NVMC PAVILION PROJECT 10,000
    NORDOFF-ROBBINS MUSIC THERAPY FOUNDATION INC
    35 WEST 4TH STREET SUITE 1103
    NEW YORK,NY100121120
      PUBLIC CHARITY GENERAL SUPPORT 1,000
    NORTH HAWAII COMMUNITY HOSPITAL INC
    67-1125 MAMALAHOA HIGHWAY
    KAMUELA,HI96743
      PUBLIC CHARITY CONSTRUCTION TO EXPAND THE EMERGENCY DEPARTMENT TO MEET THE NEED FOR ACCESS TO 24/7 EMERGENCY CARE (4 OF 4 PMTS) 50,000
    OAHU CHORAL SOCIETY
    4348 WAIALAE AVENUE 214
    HONOLULU,HI96816
      PUBLIC CHARITY OAHU CHORAL SOCIETY: LEADERSHIP TRANSITION AND SAFE-SINGING IN A POST PANDEMIC ARTS COMMUNITY 15,000
    OHANA ARTS
    POST OFFICE BOX 894755
    MILILANI,HI967898330
      PUBLIC CHARITY PEACE ON YOUR WINGS COMMUNITY OUTREACH PERFORMANCES 5,000
    OHANA KOMPUTER
    1516 AVON WAY
    HONOLULU,HI96822
      PUBLIC CHARITY ONLINE MIGRATION COMPUTER EDUCATION CURRICULUM 5,000
    OIKONOS ECOSYSTEM KNOWLEDGE
    POST OFFICE BOX 1918
    KAILUA,HI967348918
      PUBLIC CHARITY ENGAGING HAWAII IN NATIVE SEABIRD CONSERVATION THROUGH RESTORATION AND EDUCATION 10,000
    PACIFIC AMERICAN FOUNDATION
    45-285 KANEOHE BAY DR 102
    KANEOHE,HI96744
      PUBLIC CHARITY INVESTING IN HUMAN CAPITAL LEADERSHIP COURSE. 5,000
    PACIFIC BIRTH COLLECTIVE
    850 RICHARDS STREET SUITE 201
    HONOLULU,HI96813
      PUBLIC CHARITY PACIFIC BIRTH COLLECTIVE: MAUI COMMUNITY DOULA PROGRAM 10,000
    PACIFIC BUDDHIST ACADEMY
    1710 PALI HWY
    HONOLULU,HI96813
      PUBLIC CHARITY PACIFIC BUDDHIST ACADEMY PHASE I CAPITAL CAMPAIGN (5 OF 5 PYMTS) 10,000
    PACIFIC FLEET SUBMARINE MEMORIAL ASSOCIATION INC
    11 ARIZONA MEMORIAL DRIVE
    HONOLULU,HI968183104
      PUBLIC CHARITY STEM RENOVATION AT USS BOWFIN SUBMARINE MUSEUM AND PARK (3 OF 3 PMTS) 25,000
    PACIFIC FORUM INTERNATIONAL
    1003 BISHOP STREET SUITE 1150
    HONOLULU,HI968136434
      PUBLIC CHARITY GENERAL SUPPORT 1,000
    PACIFIC HEALTH MINISTRY
    1245 YOUNG STREET SUITE 204
    HONOLULU,HI968141958
      PUBLIC CHARITY CHAPLAINCY SERVICES DURING COVID CRISIS 15,000
    PACIFIC INTL CTR FOR HIGH TECHNOLOGY RESEARCH
    1440 KAPIOLANI BLVD STE 1225
    HONOLULU,HI96814
      PUBLIC CHARITY CLIMATE ADAPTATION COMMUNITY OF PRACTICE 25,000
    PACIFIC RIM CONSERVATION INC
    3038 OAHU AVENUE
    HONOLULU,HI96822
      PUBLIC CHARITY SAVING ENDANGERED SPECIES BY IMPROVING BIODIVERSITY MONITORING WITH THERMAL IMAGING UAVS 10,000
    PACIFIC WHALE FOUNDATION
    300 MAALAEA RD STE 211
    WAILUKU,HI96793
      PUBLIC CHARITY ADOPT A BEACH 5,000
    PA'I FOUNDATION
    PO BOX 17483
    HONOLULU,HI96817
      PUBLIC CHARITY I ULU NO KA LALA I KE KUMU: THE BRANCHES GROW BECAUSE OF THE TRUNK (2 OF 4 PMTS) 50,000
    PALAMA SETTLEMENT
    810 N VINEYARD BLVD
    HONOLULU,HI96817
      PUBLIC CHARITY CENTER FOR INNOVATION DIGITAL ARTS ACADEMY 12,500
    PLANNED PARENTHOOD GREAT NORTHWEST HAWAII
    2001 EAST MADISON STREET
    SEATTLE,WA98122
      PUBLIC CHARITY NO MATTER WHAT: HONOLULU HUB CAMPAIGN (3 OF 3 PMTS) 33,333
    POLYNESIAN VOYAGING SOCIETY
    10 SAND ISLAND PARKWAY
    HONOLULU,HI96819
      PUBLIC CHARITY MOANANUIAKEA - TAKING THE NEXT STEP FROM HOPE TO ACTION 100,000
    PORTUGUESE CULTURE & HISTORICAL CENTER
    1616 LILIHA STREET SUITE 306
    HONOLULU,HI968173168
      PUBLIC CHARITY PORTUGUESE CULTURE & HISTORICAL CENTER COMMUNICATIONS 6,000
    PREVENT CHILD ABUSE HAWAII
    P O BOX 892705
    MILILANI,HI96789
      PUBLIC CHARITY NURTURING THE FAMILIES OF HAWAII 50,000
    PRINCE DANCE COMPANY
    POST OFFICE BOX 2016
    KAMUELA,HI967432016
      PUBLIC CHARITY MY EMPTY BODY IS FULL OF STARS 5,000
    PUNA CANOE CLUB
    21 WAIANUENUE AVENUE SUITE 2
    HILO,HI967202433
      PUBLIC CHARITY ENHANCING COMMUNITY RESILIENCE ONE WAA AT A TIME 25,000
    PURPLE MAI'A FOUNDATION
    98-820 MOANALUA ROAD 15-547
    AIEA,HI967015203
      PUBLIC CHARITY KAIKAINA PROJECT 31,250
    QUINCY INSTITUTE FOR RESPONSIBLE STATECRAFT
    116 E16TH ST 8/F
    NEW YORK,NY10003
      PUBLIC CHARITY GENERAL SUPPORT 1,000
    REDEEMING LIGHT INTERNATIONAL INC
    POST OFFICE BOX 2786
    KAMUELA,HI967432786
      PUBLIC CHARITY THE BIG ISLAND GIVING TREE 5,000
    REHABILITATION HOSPITAL OF THE PACIFIC FOUNDATION
    226 NORTH KUAKINI STREET
    HONOLULU,HI96817
      PUBLIC CHARITY ENERGY SAVINGS LED LIGHTING SYSTEM RETROFITS (2 OF 2 PMTS) 25,000
    SAMARITAN COUNSELING CENTER HAWAII
    1020 S BERETANIA STREET
    HONOLULU,HI96814
      PUBLIC CHARITY CLIENT ASSISTANCE FUND 5,000
    SIERRA CLUB FOUNDATION
    2101 WEBSTER STREET SUITE 1250
    OAKLAND,CA946123050
      PUBLIC CHARITY SIERRA CLUB, HAWAII CHAPTER: HAWAII NATIVE TREE PLANTING PROJECT 5,000
    SMALL WORLD PRESCHOOL
    PO BOX 636
    KAMUELA,HI967430636
      PUBLIC CHARITY PLAYGROUND IMPROVEMENTS/MOTOR SKILL BUILDERS & CLASSROOM UPGRADES 10,000
    SOCIETY FOR HAWAIIAN ARCHAEOLOGY
    POST OFFICE BOX 22458
    HONOLULU,HI968232458
      PUBLIC CHARITY COMMUNITY EDUCATION AND PROFESSIONAL DEVELOPMENT IN HAWAIIAN ARCHAEOLOGY 1,668
    SOCIETY FOR KONA'S EDUCATION & ART
    PO BOX 256
    HONAUNAU,HI96726
      PUBLIC CHARITY OUTFITTING A POTTERY TEACHING STUDIO 5,000
    SPECIAL OLYMPICS HAWAII INC
    PO BOX 3295
    HONOLULU,HI96801
      PUBLIC CHARITY COME BACK IN 2021 5,000
    ST FRANCIS HEALTHCARE FOUNDATION OF HAWAII
    2228 LILIHA STREET SUITE 205
    HONOLULU,HI96817
      PUBLIC CHARITY ST. FRANCIS KUPUNA VILLAGE QUALITY OF LIFE CENTER (4 OF 4 PMTS) 50,000
    ST JOHN APOSTLE & EVANGELIST CATHOLIC CHURCH
    95-370 KUAHELANI AVENUE
    MILILANI,HI967891103
      PUBLIC CHARITY ST. JOHN ONE COMMUNITY CENTER (3 OF 3 PMTS) 25,000
    ST JOHN VIANNEY PARISH SCHOOL
    940 KEOLU DR
    KAILUA,HI96734
      PUBLIC CHARITY ST JOHN VIANNEY PARISH SCHOOL EARLY LEARNING PROGRAM (ELP) PLAYGROUND RENOVATION AND REFURBISHMENT 15,000
    ST MICHAEL AND ALL ANGELS EPISCOPAL CHURCH
    4364 HARDY STREET
    LIHUE,HI967661263
      PUBLIC CHARITY HEAVENLY HARVESTS 6,000
    STORYBOOK THEATRE OF HAWAII
    PO BOX 820
    HANAPEPE,HI96716
      PUBLIC CHARITY KOKE'E COMMUNITY ARTS CAMP (2 OF 2 PMTS) 20,000
    SURFRIDER FOUNDATION
    POST OFFICE BOX 73550
    SAN CLEMENTE,CA926730119
      PUBLIC CHARITY NORTH PACIFIC HAGFISH TRAP PROJECT 10,000
    SUSANNAH WESLEY COMMUNITY CENTER
    1117 KAILI STREET
    HONOLULU,HI96819
      PUBLIC CHARITY BEACON OF HOPE - VICTIM ASSISTANCE PROGRAM (BOH-VAP) 15,000
    SUSTAINABLE MOLOKAI
    PO BOX 250
    KAUNAKAKAI,HI96748
      PUBLIC CHARITY FARMER TRAINING AND INTERNSHIP PROGRAM 50,000
    TEACH FOR AMERICA
    500 ALA MOANA BLVD SUITE 3-580
    HONOLULU,HI96813
      PUBLIC CHARITY TEACH FOR AMERICA HAWAII PROGRAMMING 25,000
    THE ARC OF HILO
    1099 WAIANUENUE AVE
    HILO,HI96720
      PUBLIC CHARITY CAREER EXPLORATION 20,000
    THE FOOD BASKET INC
    40 HOLOMUA ST
    HILO,HI96720
      PUBLIC CHARITY EMERGENCY FOOD PROGRAM 50,000
    THE GREEN WILL CONSERVANCY INC
    POST OFFICE BOX 1341
    PAHOA,HI967781341
      PUBLIC CHARITY VIRTUAL EMDR PROFESSIONAL TRAINING 8,000
    THE ISLAND OF HAWAII YMCA
    300 W LANIKAULA ST
    HILO,HI96720
      PUBLIC CHARITY EXPANDING YOUTH SAILING IN KAWAIHAE 50,000
    THE ISLAND OF HAWAII YMCA
    300 W LANIKAULA ST
    HILO,HI96720
      PUBLIC CHARITY GENERAL SUPPORT 5,000
    THE NATURE CONSERVANCY OF HAWAII
    923 NUUANU AVE
    HONOLULU,HI96817
      PUBLIC CHARITY REGENERATION OF KOA FOREST AT KONA HEMA (3 OF 3 PMTS) 60,000
    THE TRUST FOR PUBLIC LAND
    1003 BISHOP STREET SUITE 740
    HONOLULU,HI968136416
      PUBLIC CHARITY HAWAII PARKS FOR PEOPLE - A'ALA PARK PILOT (3 OF 3 PMTS) 50,000
    THINKTECH HAWAII
    1164 BISHOP STREET SUITE 603
    HONOLULU,HI968132899
      PUBLIC CHARITY 2022 IMPACT MANAGER PROJECT 10,000
    TREES FOR HONOLULU'S FUTURE
    POST OFFICE BOX 12051
    HONOLULU,HI968281051
      PUBLIC CHARITY TREES FOR KAIMUKI (PHASE 2) 12,000
    UNIVERSITY HEALTH PARTNERS OF HAWAII
    677 ALA MOANA BOULEVARD SUITE 1001
    HONOLULU,HI968135408
      PUBLIC CHARITY MIDWIFERY INTEGRATED HOME VISITATION PROGRAM (MI-HOME) 50,000
    UNIVERSITY OF HAWAII FOUNDATION
    1314 SOUTH KING STREET SUITE B
    HONOLULU,HI96814
      PUBLIC CHARITY RISE PROJECT 100,000
    UNIVERSITY OF HAWAII FOUNDATION
    1314 SOUTH KING STREET SUITE B
    HONOLULU,HI96814
      PUBLIC CHARITY HAWAII AFTERSCHOOL ALLIANCE 10,000
    UNIVERSITY OF HAWAII FOUNDATION
    1314 SOUTH KING STREET SUITE B
    HONOLULU,HI96814
      PUBLIC CHARITY AQUATIC ENRICHMENT FUND 1,000
    VISION TO LEARN
    12100 WILSHIRE BOULEVARD SUITE 1275
    LOS ANGLES,CA900257143
      PUBLIC CHARITY FREE EYE EXAMS AND GLASSES FOR HAWAII KEIKI IN LOW-INCOME COMMUNITIES 75,000
    VOLCANO ART CENTER
    PO BOX 129
    VOLCANO,HI96785
      PUBLIC CHARITY GENERAL SUPPORT 5,000
    WAIANAE COMMUNITY RE-DEVELOPMENT CORPORATION
    PO BOX 441
    WAIANAE,HI96792
      PUBLIC CHARITY COMMUNITY HEALTH RESEARCH HUB (2 OF 3 PMTS) 50,000
    WAIANAE COMMUNITY RE-DEVELOPMENT CORPORATION
    PO BOX 441
    WAIANAE,HI96792
      PUBLIC CHARITY MAO ORGANIC FARMS NEW FACILITY IN LUALUALEI (3 OF 3 PMTS) 34,000
    WAIANAE COMMUNITY RE-DEVELOPMENT CORPORATION
    PO BOX 441
    WAIANAE,HI96792
      PUBLIC CHARITY MAO MAONA - GROWING LEADERS 100,000
    WAIKIKI COMMUNITY CENTER
    310 PAOAKALANI AVENUE
    HONOLULU,HI96815
      PUBLIC CHARITY KEIKI BUILDING COMMUNITY 15,000
    WAIKOLOA DRY FOREST INITIATIVE
    POST OFFICE BOX 384087
    WAIKOLOA,HI967384087
      PUBLIC CHARITY DRYLAND FOREST RESILIENCY ACRES 20,000
    WAIOLI CORPORATION
    PO BOX 1631
    LIHUE,HI96766
      PUBLIC CHARITY TEMPERATURE AND HUMIDITY CONTROLLED SYSTEM FOR GROVE FARM MUSEUM'S ARCHIVAL VAULT 4,995
    WASHINGTON PLACE FOUNDATION
    PO BOX 873
    HONOLULU,HI96808
      PUBLIC CHARITY GENERAL SUPPORT 2,000
    WESTSIDE ASSOC FOR YOUTH VOCATIONAL & ED SVCS
    POST OFFICE BOX 414
    WAIMEA,HI967960414
      PUBLIC CHARITY WAYVES YOUTH DEVELOPMENT PROJECT FUNDING 10,000
    WHEN WE SHINE FOUNDATION
    PO BOX 865
    KULA,HI96790
      PUBLIC CHARITY OUR KUPUNA AND THE AINA 10,000
    WISDOM CIRCLES OCEANIA
    PO BOX 573
    KANEOHE,HI96744
      PUBLIC CHARITY STORY QUILT YOUTH ARTS 5,000
    WORKNET INC
    1130 NORTH NIMITZ HIGHWAY ROOM B224
    HONOLULU,HI968175786
      PUBLIC CHARITY P-CHAMP: POST CORONA HELP AND MENTORING PROJECT 10,000
    YES EDUCATION
    POST OFFICE BOX 311
    LAIE,HI967620311
      PUBLIC CHARITY 2009 UHAUL BOX TRUCK FOR FOR YES EDUCATION 14,850
    YMCA OF HONOLULU METROPOLITAN OFFICE
    1441 PALI HWY
    HONOLULU,HI96813
      PUBLIC CHARITY GENERAL SUPPORT 1,000
    YOUNG OF HEART WORKSHOP
    PO BOX 3080
    HONOLULU,HI96802
      PUBLIC CHARITY KEANAHALA: A PLACE FOR HALA 20,000
    YOUNG OF HEART WORKSHOP
    PO BOX 3080
    HONOLULU,HI96802
      PUBLIC CHARITY AUPUNI SPACE: ARTIST STUDIO ACCESS PROJECT 10,000
    YWCA OF HAWAII ISLAND
    145 ULULANI ST
    HILO,HI96720
      PUBLIC CHARITY GENERAL SUPPORT 5,000
    CALIFORNIA BAPTIST UNIVERSITY FBO R
    8432 MAGNOLIA AVE
    RIVERSIDE,CA925043297
    NONE INDIVIDUAL SCHOLARSHIP 2021-22 FALL AND SPRING ATHERTON FAMILY FDN 5,000
    CALIFORNIA BAPTIST UNIVERSITY FBO T
    8432 MAGNOLIA AVE
    RIVERSIDE,CA925043297
    NONE INDIVIDUAL SCHOLARSHIP 2021-22 FALL AND SPRING ATHERTON FAMILY FDN 5,000
    CHAMINADE UNIVERSITY OF HONOLULU FB
    3140 WAIALAE AVENUE
    HONOLULU,HI968161578
    NONE INDIVIDUAL SCHOLARSHIP 2021-22 FALL AND SPRING ATHERTON FAMILY FDN 5,000
    COLLEGE OF SOUTHERN NEVADA FBO CEHY
    6375 W CHARLESTON BLVD
    LAS VEGAS,NV89146
    NONE INDIVIDUAL SCHOLARSHIP 2021-22 FALL AND SPRING ATHERTON FAMILY FDN 5,000
    FULLER THEOLOGICAL SEMINARY FBO ANT
    135 N OAKLAND AVE
    PASADENA,CA91182
    NONE INDIVIDUAL SCHOLARSHIP 2021-22 FALL AND SPRING ATHERTON FAMILY FDN 5,000
    GATEWAY SEMINARY FBO LANI MOW
    3210 E GUASTI RD
    ONTARIO,CA917618642
    NONE INDIVIDUAL SCHOLARSHIP 2021-22 FALL AND SPRING ATHERTON FAMILY FDN 2,500
    GATEWAY SEMINARY FBO MICHAEL MOW
    3210 E GUASTI RD
    ONTARIO,CA917618642
    NONE INDIVIDUAL SCHOLARSHIP 2021-22 FALL AND SPRING ATHERTON FAMILY FDN 2,500
    GEORGE FOX UNIVERSITY FBO ANAVAH EN
    414 N MERIDIAN ST
    NEWBERG,OR97132
    NONE INDIVIDUAL SCHOLARSHIP 2021-22 FALL AND SPRING ATHERTON FAMILY FDN 5,000
    GEORGE FOX UNIVERSITY FBO EVAN RICH
    414 N MERIDIAN ST
    NEWBERG,OR97132
    NONE INDIVIDUAL SCHOLARSHIP 2021-22 FALL AND SPRING ATHERTON FAMILY FDN 5,000
    GRAND CANYON UNIVERSITY FBO KAITLIN
    3300 W CAMELBACK RD
    PHOENIX,AZ85017
    NONE INDIVIDUAL SCHOLARSHIP 2021-22 FALL AND SPRING ATHERTON FAMILY FDN 5,000
    PACIFIC UNIVERSITY FBO ETHAN WON
    2043 COLLEGE WAY
    FOREST GROVE,OR97116
    NONE INDIVIDUAL SCHOLARSHIP 2021-22 FALL AND SPRING ATHERTON FAMILY FDN 5,000
    REGENT UNIVERSITY FBO JAMES MCKNIGH
    1000 REGENT UNIVERSITY DR
    VIRGINIA BEACH,VA23464
    NONE INDIVIDUAL SCHOLARSHIP 2021-22 FALL AND SPRING ATHERTON FAMILY FDN 5,000
    SEATTLE PACIFIC UNIVERSITY FBO EZRA
    3307 3RD AVE W
    SEATTLE,WA981191997
    NONE INDIVIDUAL SCHOLARSHIP 2021-22 FALL AND SPRING ATHERTON FAMILY FDN 5,000
    THE KING'S UNIVERSITY FBO DAVID VAL
    2121 E SOUTHLAKE BLVD
    SOUTHLAKE,TX76092
    NONE INDIVIDUAL SCHOLARSHIP 2021-22 FALL AND SPRING ATHERTON FAMILY FDN 5,000
    UNIVERSITY OF HAWAII - HILO FBO ISA
    200 W KAWILI ST
    HILO,HI967204091
    NONE INDIVIDUAL SCHOLARSHIP 2021-22 FALL AND SPRING ATHERTON FAMILY FDN 5,000
    UNIVERSITY OF HAWAII - MANOA FBO MI
    2600 CAMPUS ROAD QLCSS 11
    HONOLULU,HI968222301
    NONE INDIVIDUAL SCHOLARSHIP 2021-22 FALL AND SPRING ATHERTON FAMILY FDN 5,000
    UNIVERSITY OF HAWAII - MANOA FBO TI
    2600 CAMPUS ROAD QLCSS 11
    HONOLULU,HI968222301
    NONE INDIVIDUAL SCHOLARSHIP 2021-22 FALL AND SPRING ATHERTON FAMILY FDN 5,000
    UNIVERSITY OF HAWAII - WEST OAHU FB
    91-1001 FARRINGTON HIGHWAY
    KAPOLEI,HI96707
    NONE INDIVIDUAL SCHOLARSHIP 2021-22 FALL AND SPRING ATHERTON FAMILY FDN 5,000
    UNIVERSITY OF NORTH TEXAS FBO JONAT
    1155 UNION CIRCLE 311370
    DENTON,TX762035017
    NONE INDIVIDUAL SCHOLARSHIP 2021-22 FALL AND SPRING ATHERTON FAMILY FDN 5,000
    UNIVERSITY OF SOUTHERN CALIFORNIA F
    700 CHILDS WAY JHH 325
    LOS ANGELES,CA90089
    NONE INDIVIDUAL SCHOLARSHIP 2021-22 FALL AND SPRING ATHERTON FAMILY FDN 5,000
    WHEATON COLLEGE - WHEATON FBO CAELE
    501 COLLEGE AVE
    WHEATON,IL601875593
    NONE INDIVIDUAL SCHOLARSHIP 2021-22 FALL AND SPRING ATHERTON FAMILY FDN 5,000
    WHITWORTH UNIVERSITY FBO ALEXIS ASA
    300 W HAWTHORNE RD MCEACHRAN HALL
    SPOKANE,WA99251
    NONE INDIVIDUAL SCHOLARSHIP 2021-22 FALL AND SPRING ATHERTON FAMILY FDN 5,000
    WHITWORTH UNIVERSITY FBO RHYNNE LEE
    300 W HAWTHORNE RD MCEACHRAN HALL
    SPOKANE,WA99251
    NONE INDIVIDUAL SCHOLARSHIP 2021-22 FALL AND SPRING ATHERTON FAMILY FDN 5,000
    Total .................................bullet 3a 5,228,886
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ...........
        14 401  
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 323,630  
    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 3,326,101  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    a1607 CAPITAL DOMESTIC
        14 643,889  
    bACADIAN EMERGING K-1     14 200,873  
    cARROWSTREET K1     14 1,613,853  
    dAVIVA INVESTORS K-1     14 154,349  
    eCLOSED EN     14 255,775  
    fDAVIDSON KEMPNER K-1     14 203,153  
    gDE SHAW K-1     14 838,170  
    hFORTRESS K-1     14 47,121  
    iGQG PARTNERS INTL EQUITY FUXND K-1     14 1,489,849  
    jIND FRANCHISE K-1     14 137,320  
    kKABOUTER INTNL K-1     14 623,914  
    lKHP K-1     14 446,235  
    mSTEWART INV K-1     14 148,849  
    nCOSTANOA VENTURES OPPORTUNITY FUND II LP     14 -2,350  
    oCOSTANOA VENTURES IV LP     14 -31,679  
    pFERNBRIDGE CAPITAL ONSHORE FUND LP     14 570,531  
    qGLOBAL RESEARCH EQUITY EXTENDED FUND LP     14 77,030  
    rSTEPSTONE VC EARLY STAGE II LP     14 -1,340  
    sCOATUE GROWTH V OFFSHORE FEEDER FUND LP     14 15,166  
    12 Subtotal. Add columns (b), (d), and (e) .. 0 11,975,439 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    11,975,439
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    ATHERTON FAMILY FOUNDATION
     
    C/O BANK OF HAWAII
    EIN:
    51-0175971
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    AUDIT FEES 16,230 8,115   8,115
    TAX PREPARATION FEES 17,090 5,127   11,963

    TY 2021 InvestmentsOtherSchedule2
    Name:
    ATHERTON FAMILY FOUNDATION
     
    C/O BANK OF HAWAII
    EIN:
    51-0175971
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ACADIAN EMERGING MKTS AT COST 1,656,985 1,813,355
    KABOUTER INTNL OPP FUND II AT COST 2,194,424 2,673,425
    CLOSED-END INTNL EQUITY WELLS FARGO AT COST 3,520,126 3,543,113
    GQG PARTNERS INTNL EQUITY FUND AT COST 3,873,992 4,765,590
    DE SHAW ALL COUNTRY GLOBAL ALPHA AT COST 6,336,466 6,104,274
    ARROWSTREET CAPITAL GLOBAL AT COST 5,406,294 7,870,100
    DAVIDSON KEMPNER LP AT COST 3,776,298 3,828,879
    STEWART INVESTORS LP AT COST 2,124,344 2,215,120
    FORTRESS CREDIT OPPTY FUND AT COST 565,363 557,046
    KHP STRATEGIC 12 LP AT COST 1,245,733 2,294,520
    INDEPENDENT FRANCHISE PTNRS AT COST 3,116,950 3,750,479
    FIRST EAGLE OVERSEAS AT COST 3,148,189 3,473,725
    JP MORGAN STRAT INC OPP-1 AT COST 4,217,703 4,240,402
    PIMCO DYNAMIC BOND FUND INST AT COST 2,659 2,542
    VANGUARD DEVELOPED MARKETS INDEX FUND-ADM AT COST 240,131 279,342
    VANGUARD INTERMEDIATE TERM TREAS FD ADM AT COST 4,931,447 4,968,685
    VANGUARD INSTITUTIONAL INDEX FD AT COST 4,183,930 10,732,209
    VANGUARD EMERGING MKT STK INDEX FUND AT COST 2,295,529 2,764,859
    VANGUARD GROWTH INDEX FUND-ADM AT COST 2,023,112 5,919,619
    PROLIFIC GIVING INC. SERIES SEED PREFERRED STOCK AT COST 400,000 1
    FORT GLOBAL OFFSHORE FD SPC-CLASS C AT COST 2,800,000 3,182,713
    ALTIMETER OFFSHORE LTD AT COST 1,500,000 2,357,932
    ALPHADYNE INTERNATIONAL FUND LTD. CLASS 5 AT COST 3,000,000 2,504,933
    FORESTER DIVERSIFIED AT COST 3,798,210 7,524,090
    FERNBRIDGE CAPITAL ONSHORE FUND LP-CLASS D AT COST 5,570,531 5,349,321
    STEPSTONE VC EARLY STAGE II LP AT COST 758,712 761,178
    GLOBAL RESEARCH EQUITY EXTENDED FUND LP AT COST 6,077,030 6,550,417
    COSTANOA VENTURES OPPORTUNITY FUND II LP AT COST 633,650 696,000
    COSTANOA VENTURES IV LP AT COST 514,321 546,000
    SEAFARER OVERSEARS GROWTH & INC AT COST 4,237,899 6,242,675
    PIMCO INCOME FUND-INS AT COST 4,505,505 4,524,428
    PRIMECAP ODYSSEY GROWTH FD AT COST 1,000,000 1,012,394
    VANGUARD INFLAT PROTECTED AD AT COST 2,550,121 2,516,479
    COATUE GROWTH V OFFSHORE FEEDER FD LP AT COST 1,306,323 1,341,340

    TY 2021 OtherAssetsSchedule
    Name:
    ATHERTON FAMILY FOUNDATION
     
    C/O BANK OF HAWAII
    EIN:
    51-0175971
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    TECHNOLOGY GATEWAY PARTNERSHIP DISTRIBUTION 88,033 88,033 88,033
    PARTNERSHIP DISTRIBUTION RECEIVABLE 0 12,077 12,077


    TY 2021 OtherDecreasesSchedule
    Name:
    ATHERTON FAMILY FOUNDATION
     
    C/O BANK OF HAWAII
    EIN:
    51-0175971
    Description Amount
    PRIOR PERIOD ADJUSTMENT 15,449


    TY 2021 OtherExpensesSchedule
    Name:
    ATHERTON FAMILY FOUNDATION
     
    C/O BANK OF HAWAII
    EIN:
    51-0175971
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    GRANTS ADMINISTRATION 173,500 0   173,500
    INSURANCE - ROSE & ONEAWA 339 0   339
    DCCA FILING FEES 6 0   6
    DIRECTORS LIABILITY INS 5,090 0   5,090
    MISCELLANEOUS EXPENSE -1,320 0   -1,320
    INSURANCE - N SCHOOL 170 170   0


    TY 2021 OtherIncomeSchedule2
    Name:
    ATHERTON FAMILY FOUNDATION
     
    C/O BANK OF HAWAII
    EIN:
    51-0175971
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    1607 CAPITAL DOMESTIC 643,889 643,889 643,889
    ACADIAN EMERGING K-1 200,873 200,873 200,873
    ARROWSTREET K1 1,613,853 1,613,853 1,613,853
    AVIVA INVESTORS K-1 154,349 154,349 154,349
    CLOSED EN 255,775 255,775 255,775
    DAVIDSON KEMPNER K-1 203,153 203,153 203,153
    DE SHAW K-1 838,170 838,170 838,170
    FORTRESS K-1 47,121 47,121 47,121
    GQG PARTNERS INTL EQUITY FUXND K-1 1,489,849 1,489,849 1,489,849
    IND FRANCHISE K-1 137,320 137,320 137,320
    KABOUTER INTNL K-1 623,914 623,914 623,914
    KHP K-1 446,235 446,235 446,235
    STEWART INV K-1 148,849 148,849 148,849
    COSTANOA VENTURES OPPORTUNITY FUND II LP -2,350 -2,350 -2,350
    COSTANOA VENTURES IV LP -31,679 -31,679 -31,679
    FERNBRIDGE CAPITAL ONSHORE FUND LP 570,531 570,531 570,531
    GLOBAL RESEARCH EQUITY EXTENDED FUND LP 77,030 77,030 77,030
    STEPSTONE VC EARLY STAGE II LP -1,340 -1,340 -1,340
    COATUE GROWTH V OFFSHORE FEEDER FUND LP 15,166 15,166 15,166


    TY 2021 OtherIncreasesSchedule
    Name:
    ATHERTON FAMILY FOUNDATION
     
    C/O BANK OF HAWAII
    EIN:
    51-0175971
    Description Amount
    RETURNED PRIOR YEAR GRANTS 20,006


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    ATHERTON FAMILY FOUNDATION
     
    C/O BANK OF HAWAII
    EIN:
    51-0175971
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MGMT FEES - CAMBRIDGE 243,363 243,363   0
    FUND MANAGEMENT 163,660 106,379   57,281
    INVMT MGMT FEES - ACADIAN 12,027 12,027   0
    TITLE HOLDING FEES - N SCHOOL STREET 4,500 4,500   0
    PROPERTY MGMT FEES - N SCHOOL 24,675 24,675   0


    TY 2021 TaxesSchedule
    Name:
    ATHERTON FAMILY FOUNDATION
     
    C/O BANK OF HAWAII
    EIN:
    51-0175971
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    REAL PROPERTY TAX - LAND 1,200 0   1,200
    REAL PROPERTY TAXES - N SCHOOL 121,435 121,435   0
    GENERAL EXCISE TAXES - N SCHOOL 20,909 20,909   0