Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
HANS AND CLARA ZIMMERMAN FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 3170 DEPT 715
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HONOLULU, HI968023170
A Employer identification number

99-6006669
B Telephone number (see instructions)

(888) 643-3888
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$16,055,424J 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 right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 348,720 348,720  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 198,242
b Gross sales price for all assets on line 6a 2,703,341
7 Capital gain net income (from Part IV, line 2)... 198,242
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
List of Attached Documents:
// Content
91,966 91,966 91,966
12 Total. Add lines 1 through 11........ 638,928 638,928 91,966
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 93,798 46,899   46,899
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,600 0 0 1,600
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
36,694 36,694   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
12,604 8,294   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 750 0 0 750
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
48,407 11,707 11,668 36,700
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 193,853 103,594 11,668 85,949
25 Contributions, gifts, grants paid....... 784,671 784,671
26 Total expenses and disbursements. Add lines 24 and 25 978,524 103,594 11,668 870,620
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -339,596
b Net investment income (if negative, enter -0-) 535,334
c Adjusted net income (if negative, enter -0-)... 80,298
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 12,599 12,265 12,265
2 Savings and temporary cash investments......... 433,572 308,372 308,372
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow0      
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 right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 11,185,197 Click to see attachment
List of Attached Documents:
// Content
10,952,851 		15,256,806
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
2,677 		Click to see attachment
List of Attached Documents:
// Content
24,665 		Click to see attachment
List of Attached Documents:
// Content
477,981
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 11,634,045 11,298,153 16,055,424
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 right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 11,634,045 11,298,153
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)..... 11,634,045 11,298,153
30 Total liabilities and net assets/fund balances (see instructions). 11,634,045 11,298,153
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
11,634,045
2
Enter amount from Part I, line 27a .....................
2
-339,596
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
7,273
4
Add lines 1, 2, and 3 ..........................
4
11,301,722
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
3,569
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
11,298,153
Form 990-PF (2023)
Form 990-PF (2023)
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 47. ABBVIE INC   2023-01-05 2023-03-28
b 96. ABBVIE INC   2022-10-27 2023-11-30
c 126. ACADIA HEALTHCARE CO INC.   2022-07-27 2023-03-28
d 32. ACADIA HEALTHCARE CO INC.   2022-10-27 2023-11-30
e 207. ADVANCED MICRO DEVICES INC   2022-01-27 2023-01-05
60. ADVANCED MICRO DEVICES INC   2022-07-27 2023-03-28
31. ADVANCED MICRO DEVICES INC   2022-01-27 2023-03-28
12. ADVANCED MICRO DEVICES INC   2022-07-27 2023-05-02
88. ALASKA AIR GROUP INC   2022-01-27 2023-03-28
111. ALIBABA GROUP HOLDING LTD. SP ADR   2022-03-17 2023-01-05
128. ALPHABET INC CL C   2022-01-27 2023-03-28
12. ALPHABET INC CL C   2022-10-27 2023-04-18
112. AMAZON.COM INC   2020-09-24 2023-01-05
28. AMAZON.COM INC   2023-03-28 2023-04-18
51. AMAZON.COM INC   2020-09-24 2023-05-02
109. AMAZON.COM INC   2020-09-24 2023-11-30
156. ANTERO RESOURCES CORP   2022-09-19 2023-03-28
68. APPLE COMPUTER   2023-04-18 2023-11-30
57. APPLE COMPUTER   2010-09-28 2023-11-30
39. ARISTA NETWORKS INC   2023-03-28 2023-09-27
172. ASTRAZENECA PLC SP ADR   2023-01-05 2023-11-30
5.41 ATLANTA BRAVES HOLDINGS INC   2023-01-05 2023-07-28
1.59 ATLANTA BRAVES HOLDINGS INC   2023-03-28 2023-07-28
.12 ATLANTA BRAVES HOLDINGS INC   2023-03-28 2023-08-08
47. BAKER HUGHES CO   2023-03-28 2023-11-30
412. BAKER HUGHES CO   2020-05-11 2023-11-30
113. BALL CORP   2022-11-29 2023-09-27
82. BALL CORP   2023-03-28 2023-09-27
17. BANK OF AMERICA CORP   2022-07-27 2023-03-28
147. BANK OF AMERICA CORP   2022-11-29 2023-03-28
449. BANK OF AMERICA CORP   2020-11-30 2023-03-28
50.471 ISHARES S&P 500 INDEX FUND   2023-01-05 2023-03-28
57.281 ISHARES S&P 500 INDEX FUND   2023-01-05 2023-04-18
15.063 ISHARES S&P 500 INDEX FUND   2016-03-24 2023-04-18
94.861 ISHARES S&P 500 INDEX FUND   2016-03-24 2023-05-02
137.91 ISHARES S&P 500 INDEX FUND   2016-03-24 2023-11-30
16. BIOGEN INC.   2022-10-27 2023-03-28
29. BIOGEN INC.   2023-01-05 2023-09-27
38. BLACKBAUD INC   2022-01-27 2023-01-05
26. BLACKBAUD INC   2023-03-28 2023-11-30
295. BLACKBAUD INC   2022-07-27 2023-11-30
722.991 ISHARES MSCI EAFE INTERNATIONAL INDEX F   2018-11-16 2023-03-28
2210.247 ISHARES MSCI EAFE INTERNATIONAL INDEX F   2018-11-16 2023-04-18
1680.154 ISHARES MSCI EAFE INTERNATIONAL INDEX F   2018-11-16 2023-05-02
31. CARRIER GLOBAL CORP   2023-03-28 2023-05-02
71. CENTENE CORP   2022-07-27 2023-01-05
139. CENTENE CORP   2022-07-27 2023-03-28
18. CHARLES RIVER LABORATORIES   2023-03-28 2023-04-18
9. CHEVRONTEXACO CORP   2020-05-11 2023-01-05
30. CISCO SYSTEMS   2023-03-28 2023-04-18
9. COSTCO WHOLESALE CORP   2022-07-27 2023-03-28
18. DANAHER CORP   2020-09-24 2023-01-05
24. DANAHER CORP   2020-09-24 2023-03-28
52. DANAHER CORP   2020-09-24 2023-11-30
83. DATADOG INC CLASS A   2022-07-27 2023-05-02
5. DATADOG INC CLASS A   2022-11-29 2023-05-02
72. DATADOG INC CLASS A   2023-01-05 2023-11-30
5. DATADOG INC CLASS A   2022-11-29 2023-11-30
45.699 DODGE & COX INTERNATIONAL STOCK FUND CLA   2019-10-10 2023-01-05
163.587 DODGE & COX INTERNATIONAL STOCK FUND CLA   2023-03-28 2023-04-18
91.607 DODGE & COX INTERNATIONAL STOCK FUND CLA   2019-10-10 2023-04-18
109.45 DODGE & COX INTERNATIONAL STOCK FUND CLA   2019-10-10 2023-05-02
17. DOMINOS PIZZA INC   2022-11-29 2023-01-05
63. EOG RESOURCES INC   2022-10-27 2023-03-28
69. EMBRAER SA ADR   2021-04-12 2023-01-05
116. EMBRAER SA ADR   2022-07-27 2023-04-18
138. EMBRAER SA ADR   2023-03-28 2023-04-18
287. EMBRAER SA ADR   2021-04-12 2023-04-18
35. META PLATFORMS INC CL A   2023-05-02 2023-11-30
6. META PLATFORMS INC CL A   2022-04-19 2023-11-30
627. FARFETCH LTD CLASS A   2022-11-29 2023-01-05
509.335 FEDERATED HERMES TOTAL RETURN BOND FUND   2014-07-31 2023-01-05
1634.292 FEDERATED HERMES TOTAL RETURN BOND FUND   2014-07-31 2023-03-28
2314.959 FEDERATED HERMES TOTAL RETURN BOND FUND   2014-07-31 2023-03-28
588.906 FEDERATED HERMES TOTAL RETURN BOND FUND   2023-04-18 2023-05-02
100.059 FEDERATED HERMES TOTAL RETURN BOND FUND   2014-07-31 2023-11-30
8. FIRST REPUBLIC BANK/SAN FRAN   2020-12-08 2023-01-05
88. FIRST REPUBLIC BANK/SAN FRAN   2022-10-27 2023-03-22
77. FIRST REPUBLIC BANK/SAN FRAN   2020-12-08 2023-03-22
23. FIRST SOLAR INC   2022-10-27 2023-01-05
14. FIRST SOLAR INC   2022-10-27 2023-03-28
27. FIRST SOLAR INC   2022-10-27 2023-04-18
32. FIRST SOLAR INC   2022-10-27 2023-09-27
33. FIRSTENERGY CORP   2022-11-29 2023-04-18
15. GENERAL DYNAMICS CORP   2023-01-05 2023-03-28
15. GOLDMAN SACHS GROUP INC   2022-11-29 2023-04-18
3. GOLDMAN SACHS GROUP INC   2022-11-29 2023-05-02
226.068 GOLDMAN SACHS INTERNATIONAL SMALL CAP IN   2017-08-28 2023-03-28
637.36 GOLDMAN SACHS INTERNATIONAL SMALL CAP IN   2017-08-28 2023-04-18
649.342 GOLDMAN SACHS INTERNATIONAL SMALL CAP IN   2017-08-28 2023-05-02
28. INTERNATIONAL PAPER CO   2018-12-31 2023-05-02
20. INTUIT COM   2022-04-19 2023-03-28
5. INTUIT COM   2022-01-27 2023-03-28
5. INTUIT COM   2022-04-19 2023-04-18
15. INTUIT COM   2022-04-19 2023-05-02
31. JP MORGAN CHASE & CO   2022-11-29 2023-11-30
538.462 JOHN HANCOCK III DISC M/C-IS   2023-01-05 2023-04-18
489.84 JOHN HANCOCK III DISC M/C-IS   2023-01-05 2023-05-02
656.968 JOHN HANCOCK III DISC M/C-IS   2023-03-28 2023-11-30
7. JOHNSON & JOHNSON   2023-03-28 2023-04-18
345.944 JPMORGAN EMERG MRKT EQ-I   2021-02-17 2023-01-05
94.956 JPMORGAN EMERG MRKT EQ-I   2023-03-28 2023-04-18
61. PHILIPS ELECTRONICS NY SHR   2022-09-19 2023-04-18
.841 PHILIPS ELECTRONICS NY SHR   2022-09-19 2023-05-18
30. LPL FINANCIAL HOLDINGS INC   2023-01-05 2023-09-27
14. LAMB WESTON HOLDINGS, INC.   2022-01-27 2023-01-05
8. LAMB WESTON HOLDINGS, INC.   2023-03-28 2023-11-30
186. LAMB WESTON HOLDINGS, INC.   2022-01-27 2023-11-30
.529 LIBERTY MEDIA CORP - LIBERTY C   2023-08-04 2023-08-16
10. LIBERTY MEDIA CORP - LIBERTY C   2023-08-04 2023-08-21
47. LIBERTY MEDIA CORP - LIB NEW C   2023-03-28 2023-11-30
145. LIVE NATION ENTERTAINMENT INC   2022-07-27 2023-03-28
99. LIVE NATION ENTERTAINMENT INC   2022-10-27 2023-05-02
10. LIVE NATION ENTERTAINMENT INC   2023-01-05 2023-05-02
46. MGM RESORTS INTERNATIONAL   2022-04-19 2023-04-18
29. MGM RESORTS INTERNATIONAL   2023-01-05 2023-11-30
603. MGM RESORTS INTERNATIONAL   2022-07-27 2023-11-30
30. MARTIN MARIETTA MATERIALS   2023-03-28 2023-11-30
206. MARVELL TECHNOLOGY INC   2022-11-29 2023-11-30
12. MCKESSON HBOC INC   2022-07-27 2023-01-05
22. MCKESSON HBOC INC   2022-07-27 2023-03-28
4. MCKESSON HBOC INC   2022-04-19 2023-04-18
10. MCKESSON HBOC INC   2017-03-27 2023-04-18
4. MCKESSON HBOC INC   2017-03-27 2023-05-02
8. MERCADOLIBRE INC   2023-03-28 2023-11-30
2. MERCADOLIBRE INC   2022-09-19 2023-11-30
11. MERCK & CO INC   2023-01-05 2023-04-18
5. MICROSOFT CORP   2021-02-17 2023-01-05
4. MICROSOFT CORP   2022-04-19 2023-04-18
50. MICROSOFT CORP   2022-11-29 2023-04-18
8. MICROSOFT CORP   2022-10-27 2023-05-02
20. MICROSOFT CORP   2020-12-22 2023-05-02
142. NATERA INC   2022-09-19 2023-03-28
21. NEWMONT MINING CORP   2018-11-30 2023-01-05
251. NEXTERA ENERGY INC   2023-01-05 2023-03-28
15. NVIDIA CORP   2023-03-28 2023-04-18
53. ON SEMICONDUCTOR CORPORATION   2023-03-28 2023-09-27
62. PALO ALTO NETWORKS INC   2022-11-29 2023-01-05
64. PALO ALTO NETWORKS INC   2022-11-29 2023-03-28
16. PAYPAL HOLDINGS INC.   2023-03-28 2023-04-18
100. PDD HOLDINGS INC ADR   2023-01-05 2023-03-28
32.495 T ROWE PRICE INSTITUTIONAL EMERGING MARK   2022-01-27 2023-01-05
112.348 T ROWE PRICE INSTITUTIONAL EMERGING MARK   2021-08-26 2023-01-05
60.142 T ROWE PRICE INSTITUTIONAL EMERGING MARK   2023-03-28 2023-04-18
11. PROCTER & GAMBLE CO   2023-03-28 2023-04-18
216.097 CONGRESS MID CAP GROWTH-INS   2023-03-28 2023-04-18
354.046 CONGRESS MID CAP GROWTH-INS   2022-01-27 2023-05-02
60. PROMETHEUS BIOSCIENCES INC   2023-01-05 2023-05-02
8. QUEST DIAGNOSTICS INC COMMON   2023-03-28 2023-04-18
8. QUEST DIAGNOSTICS INC COMMON   2023-03-28 2023-11-30
19. QUEST DIAGNOSTICS INC COMMON   2022-11-29 2023-11-30
215. REALTY INCOME CORP   2022-01-27 2023-07-11
166. REATA PHARMACEUTICALS INC-A   2023-01-05 2023-03-28
188. SHELL PLC NPV ADR   2022-01-27 2023-04-18
181. SHELL PLC NPV ADR   2022-01-27 2023-11-30
3. S&P GLOBAL INC   2022-04-19 2023-03-28
1. S&P GLOBAL INC   2022-01-27 2023-03-28
17. S&P GLOBAL INC   2022-11-29 2023-11-30
5. SALESFORCE INC   2021-08-09 2023-05-02
22. SALESFORCE INC   2021-08-09 2023-11-30
17. SAP AG SPONS ADR   2020-11-30 2023-11-30
19. CHARLES SCHWAB CORP NEW   2023-03-28 2023-04-18
27. SIGNATURE BANK   2022-07-27 2023-03-29
16. SIGNATURE BANK   2022-01-27 2023-03-29
75. SNOWFLAKE INC-CLASS A   2023-01-05 2023-03-28
54. SOLAREDGE TECHNOLOGIES INC   2023-01-05 2023-03-28
104. TAKE-TWO INTERACTIVE SOFTWARE   2022-11-29 2023-01-05
9. TESLA INC.   2022-09-19 2023-05-02
26. TESLA INC.   2022-01-27 2023-05-02
10. TESLA INC.   2022-09-19 2023-11-30
19. THE TRADE DESK, INC. CL A   2022-09-19 2023-05-02
78. THE TRADE DESK, INC. CL A   2022-11-29 2023-11-30
13. TRANSDIGM GROUP INC   2023-01-05 2023-03-28
1. TRANSDIGM GROUP INC   2022-11-29 2023-04-18
4. TRANSDIGM GROUP INC   2022-11-29 2023-11-30
287. TRIP.COM GROUP LTD-ADR   2023-03-28 2023-11-30
51. TYSON FOODS INC CL A   2023-04-18 2023-06-09
140. TYSON FOODS INC CL A   2020-09-24 2023-06-09
21. US BANCORP   2016-03-24 2023-05-02
249. UBER TECHNOLOGIES INC   2022-01-27 2023-09-27
2. UNITEDHEALTH GROUP INC   2023-01-05 2023-03-28
40. UNITEDHEALTH GROUP INC   2022-01-27 2023-03-28
22. VAIL RESORTS INC   2023-01-05 2023-03-28
24. VAIL RESORTS INC   2022-03-17 2023-03-28
221.255 VANGUARD TOTAL INTL ST INDEX FUND-ADM   2022-07-27 2023-01-05
432.634 VANGUARD TOTAL INTL ST INDEX FUND-ADM   2013-12-05 2023-01-05
396.113 VANGUARD TOTAL INTL ST INDEX FUND-ADM   2023-03-28 2023-04-18
725.511 VANGUARD TOTAL INTL ST INDEX FUND-ADM   2013-12-05 2023-04-18
606.637 VANGUARD TOTAL INTL ST INDEX FUND-ADM   2013-12-05 2023-05-02
840.138 VANGUARD TOTAL BOND MARKET INDEX FUND AD   2013-12-05 2023-01-05
3635.965 VANGUARD TOTAL BOND MARKET INDEX FUND AD   2023-04-18 2023-05-02
396.125 VANGUARD S/T BND INDX-ADM   2020-03-19 2023-01-05
1181.755 VANGUARD S/T BND INDX-ADM   2022-11-29 2023-03-28
73790.39 VANGUARD S/T BND INDX-ADM   2022-03-17 2023-03-28
41. VAXCYTE   2023-05-02 2023-11-30
123.044 VANGUARD TOTL STK MKT IND-AD   2023-01-05 2023-03-28
592.915 VANGUARD TOTL STK MKT IND-AD   2023-01-05 2023-04-18
15.363 VANGUARD TOTL STK MKT IND-AD   2023-01-05 2023-05-02
996.214 VANGUARD TOTL STK MKT IND-AD   2013-12-10 2023-05-02
549.027 VANGUARD TOTL STK MKT IND-AD   2013-12-10 2023-11-30
.667 VERALTO CORP   2020-09-24 2023-10-11
25. VERALTO CORP   2020-09-24 2023-10-19
3. VISA INC CL A SHARES   2022-07-27 2023-05-02
6. VISA INC CL A SHARES   2023-03-28 2023-05-02
3. VISA INC CL A SHARES   2022-04-19 2023-05-02
21. WABTEC CORPORATION   2023-01-05 2023-05-02
63. WABTEC CORPORATION   2023-01-05 2023-09-27
52. WABTEC CORPORATION   2022-09-19 2023-09-27
489. WARNER BROS DISCOVERY INC   2022-07-27 2023-03-28
840.924 ALLSPRING ADVANTAGE INTERNATIONAL EQUITY   2019-06-11 2023-01-05
365.026 ALLSPRING ADVANTAGE INTERNATIONAL EQUITY   2022-04-19 2023-04-18
268.731 ALLSPRING ADVANTAGE INTERNATIONAL EQUITY   2023-03-28 2023-04-18
5.92 ALLSPRING ADVANTAGE INTERNATIONAL EQUITY   2019-06-11 2023-04-18
422.578 ALLSPRING ADVANTAGE INTERNATIONAL EQUITY   2022-01-27 2023-05-02
20059.991 ALLSPRING ADVANTAGE INTERNATIONAL EQUITY   2022-10-27 2023-11-03
83. CAPRI HOLDINGS LTD   2022-01-27 2023-01-05
24. EATON CORP PLC   2023-01-05 2023-03-28
67. EATON CORP PLC   2022-01-27 2023-03-28
103. EATON CORP PLC   2022-01-27 2023-04-18
18. MEDTRONIC PLC   2023-03-28 2023-04-18
5. CHUBB LTD   2023-03-28 2023-05-02
CAPITAL GAIN DIVIDENDS P    
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(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 7,430   7,290 140
b 13,603   14,615 -1,012
c 8,880   9,831 -951
d 2,331   2,543 -212
e 13,063   21,406 -8,343
5,631   5,283 348
2,909   3,206 -297
1,074   1,057 17
3,474   4,663 -1,189
11,627   11,223 404
12,961   14,401 -1,440
1,266   1,118 148
9,350   17,115 -7,765
2,854   2,710 144
5,270   7,793 -2,523
15,762   16,656 -894
3,449   5,805 -2,356
12,816   10,696 2,120
10,743   585 10,158
7,008   6,322 686
11,066   12,018 -952
211   189 22
62   66 -4
5   5  
1,570   1,297 273
13,759   6,056 7,703
5,443   5,575 -132
3,950   4,358 -408
480   565 -85
4,148   5,413 -1,265
12,671   11,139 1,532
23,586   22,530 1,056
27,912   25,570 2,342
7,340   3,687 3,653
45,843   23,217 22,626
74,062   33,753 40,309
4,310   4,471 -161
7,497   7,902 -405
2,251   2,517 -266
1,947   1,679 268
22,094   19,448 2,646
10,136   9,370 766
32,734   28,645 4,089
24,648   21,775 2,873
1,278   1,384 -106
5,464   6,536 -1,072
8,781   12,796 -4,015
3,707   3,453 254
1,578   847 731
1,504   1,512 -8
4,394   4,667 -273
4,604   3,675 929
5,898   4,899 999
11,513   9,377 2,136
5,348   7,495 -2,147
322   363 -41
8,404   4,597 3,807
584   363 221
2,010   1,837 173
7,718   7,265 453
4,322   3,683 639
5,047   4,400 647
5,699   5,751 -52
6,899   8,565 -1,666
760   774 -14
1,904   1,039 865
2,265   2,196 69
4,711   2,433 2,278
11,322   8,132 3,190
1,941   1,304 637
3,073   4,964 -1,891
4,864   5,649 -785
15,673   18,124 -2,451
22,200   25,673 -3,473
5,701   5,659 42
929   1,110 -181
974   1,036 -62
1,332   10,388 -9,056
1,165   8,134 -6,969
3,315   3,029 286
2,938   1,844 1,094
5,867   3,556 2,311
5,159   4,215 944
1,339   1,291 48
3,378   3,742 -364
5,032   5,737 -705
998   1,147 -149
2,559   2,903 -344
7,514   8,184 -670
7,532   8,338 -806
899   1,061 -162
8,381   9,629 -1,248
2,095   2,591 -496
2,209   2,407 -198
6,553   7,222 -669
4,814   4,210 604
13,478   13,187 291
12,035   11,996 39
17,502   15,827 1,675
1,131   1,067 64
9,974   17,128 -7,154
2,789   2,732 57
1,107   1,099 8
17   15 2
7,173   6,500 673
1,343   895 448
791   816 -25
18,391   11,887 6,504
18   16 2
338   297 41
2,959   3,421 -462
9,800   13,297 -3,497
6,659   8,843 -2,184
673   715 -42
2,049   1,962 87
1,141   1,017 124
23,721   22,941 780
13,884   10,343 3,541
11,409   8,810 2,599
4,472   4,056 416
7,779   7,283 496
1,443   1,291 152
3,608   1,511 2,097
1,438   593 845
12,875   9,546 3,329
3,219   1,837 1,382
1,263   1,226 37
1,109   1,216 -107
1,152   1,133 19
14,394   12,004 2,390
2,449   1,819 630
6,123   4,448 1,675
7,744   6,846 898
1,066   677 389
18,881   19,889 -1,008
4,145   3,934 211
4,837   4,007 830
8,263   10,758 -2,495
12,208   10,880 1,328
1,224   1,157 67
7,288   9,626 -2,338
1,082   1,358 -276
3,742   5,312 -1,570
2,013   1,995 18
1,662   1,633 29
5,169   5,011 158
8,348   9,704 -1,356
11,639   6,216 5,423
1,136   1,107 29
1,096   1,107 -11
2,604   2,831 -227
12,784   14,566 -1,782
14,607   5,201 9,406
11,609   9,575 2,034
11,881   9,218 2,663
997   1,189 -192
332   394 -62
7,028   6,173 855
969   1,230 -261
5,433   5,513 -80
2,700   2,048 652
1,025   1,015 10
7   4,785 -4,778
4   4,718 -4,714
10,122   9,146 976
14,881   15,603 -722
11,057   12,932 -1,875
1,452   2,748 -1,296
4,194   7,334 -3,140
2,387   3,054 -667
1,188   1,187 1
5,458   4,445 1,013
9,304   8,126 1,178
761   609 152
3,831   2,435 1,396
10,018   10,269 -251
2,581   3,104 -523
7,085   8,000 -915
642   855 -213
11,073   8,531 2,542
949   984 -35
18,981   15,505 3,476
4,815   5,376 -561
5,252   6,398 -1,146
6,250   6,253 -3
12,222   11,805 417
12,018   11,467 551
22,012   19,797 2,215
18,102   16,553 1,549
8,032   8,905 -873
35,414   35,123 291
3,914   4,203 -289
11,794   11,640 154
736,428   789,129 -52,701
2,130   1,955 175
11,807   11,368 439
59,463   54,779 4,684
1,523   1,419 104
98,755   45,452 53,303
60,464   25,049 35,415
51   48 3
1,794   1,785 9
682   620 62
1,364   1,317 47
682   643 39
2,015   2,095 -80
6,675   6,158 517
5,510   4,596 914
7,034   7,350 -316
9,536   9,595 -59
4,428   4,384 44
3,260   3,107 153
72   68 4
5,016   5,630 -614
233,298   216,669 16,629
4,957   4,584 373
3,944   3,848 96
11,012   10,586 426
16,859   15,959 900
1,474   1,428 46
998   1,080 -82
      53,100
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      53,100
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      53,100
      53,100
      53,100
      53,100
      53,100
      53,100
      53,100
      53,100
      53,100
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      53,100
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      53,100
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      53,100
      53,100
      53,100
      53,100
      53,100
      53,100
      53,100
      53,100
      53,100
      53,100
      53,100
      53,100
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      53,100
      53,100
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      53,100
      53,100
      53,100
      53,100
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       140
b       -1,012
c       -951
d       -212
e       -8,343
      348
      -297
      17
      -1,189
      404
      -1,440
      148
      -7,765
      144
      -2,523
      -894
      -2,356
      2,120
      10,158
      686
      -952
      22
      -4
       
      273
      7,703
      -132
      -408
      -85
      -1,265
      1,532
      1,056
      2,342
      3,653
      22,626
      40,309
      -161
      -405
      -266
      268
      2,646
      766
      4,089
      2,873
      -106
      -1,072
      -4,015
      254
      731
      -8
      -273
      929
      999
      2,136
      -2,147
      -41
      3,807
      221
      173
      453
      639
      647
      -52
      -1,666
      -14
      865
      69
      2,278
      3,190
      637
      -1,891
      -785
      -2,451
      -3,473
      42
      -181
      -62
      -9,056
      -6,969
      286
      1,094
      2,311
      944
      48
      -364
      -705
      -149
      -344
      -670
      -806
      -162
      -1,248
      -496
      -198
      -669
      604
      291
      39
      1,675
      64
      -7,154
      57
      8
      2
      673
      448
      -25
      6,504
      2
      41
      -462
      -3,497
      -2,184
      -42
      87
      124
      780
      3,541
      2,599
      416
      496
      152
      2,097
      845
      3,329
      1,382
      37
      -107
      19
      2,390
      630
      1,675
      898
      389
      -1,008
      211
      830
      -2,495
      1,328
      67
      -2,338
      -276
      -1,570
      18
      29
      158
      -1,356
      5,423
      29
      -11
      -227
      -1,782
      9,406
      2,034
      2,663
      -192
      -62
      855
      -261
      -80
      652
      10
      -4,778
      -4,714
      976
      -722
      -1,875
      -1,296
      -3,140
      -667
      1
      1,013
      1,178
      152
      1,396
      -251
      -523
      -915
      -213
      2,542
      -35
      3,476
      -561
      -1,146
      -3
      417
      551
      2,215
      1,549
      -873
      291
      -289
      154
      -52,701
      175
      439
      4,684
      104
      53,303
      35,415
      3
      9
      62
      47
      39
      -80
      517
      914
      -316
      -59
      44
      153
      4
      -614
      16,629
      373
      96
      426
      900
      46
      -82
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 198,242
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
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 right arrow 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) 1 7,441
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 7,441
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 7,441
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 8,660
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  
7 Total credits and payments. Add lines 6a through 6d.............. 7 8,660
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.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 1,219
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow1,219 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowHI
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 2023 or the taxable year beginning in 2023? 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
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 addressright arrow  
14
The books are in care ofright arrowBANK OF HAWAII Telephone no.right arrow (808) 694-4393

Located atright arrowPO BOX 3170 DEPT 715HONOLULUHI ZIP+4right arrow968023170
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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)
Yes
 
(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
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
BANK OF HAWAII TRUSTEE
1 		93,798    
PO BOX 3170
HONOLULU,HI96802
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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.............right arrow0
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.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
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
14,604,662
b
Average of monthly cash balances.......................
1b
332,660
c
Fair market value of all other assets (see instructions)................
1c
433,121
d
Total (add lines 1a, b, and c).........................
1d
15,370,443
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
15,370,443
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
230,557
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
15,139,886
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
756,994
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
756,994
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
7,441
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
7,441
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
749,553
4
Recoveries of amounts treated as qualifying distributions................
4
5,775
5
Add lines 3 and 4............................
5
755,328
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
755,328
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
870,620
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
870,620
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 755,328
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 0
b From 2019...... 0
c From 2020...... 0
d From 2021...... 0
e From 2022...... 24,120
f Total of lines 3a through e ........ 24,120
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 870,620
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 755,328
e Remaining amount distributed out of corpus 115,292
5 Excess distributions carryover applied to 2023. 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 5 139,412
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		139,412
10 Analysis of line 9:
a Excess from 2019.... 0
b Excess from 2020.... 0
c Excess from 2021.... 0
d Excess from 2022.... 24,120
e Excess from 2023.... 115,292
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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 right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
HAWAII COMMUNITY FOUNDATION
827 FORT STREET MALL
HONOLULU,HI96813
(808) 566-5570
SCHOLARSHPIS@HCF-HAWAII.ORG
bThe form in which applications should be submitted and information and materials they should include:
SEE FOOTNOTE
cAny submission deadlines:
N/A
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
SEE FOOTNOTE
Form 990-PF (2023)
Form 990-PF (2023)
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

UNIVERSITY OF HAWAII AT MANOA -
CALEB HANSEN
2528 THE MALL WEBSTER HALL 301
HONOLULU,HI968222243 		NONE PC SCHOLARSHIP 6,000

UNIVERSITY OF HAWAII AT MANOA -
CARLY IBARA
2528 THE MALL WEBSTER HALL 301
HONOLULU,HI968222243 		NONE PC SCHOLARSHIP 7,000

UNIVERSITY OF HAWAII AT MANOA -
CIERRA NAKAMURA
2528 THE MALL WEBSTER HALL 301
HONOLULU,HI968222243 		NONE PC SCHOLARSHIPS 7,000

UNIVERSITY OF HAWAII AT MANOA -
COLLIN LIANG
2528 THE MALL WEBSTER HALL 301
HONOLULU,HI968222243 		NONE PC SCHOLARSHIP 7,000

UNIVERSITY OF HAWAII AT MANOA -
DANIEL OTA
2528 THE MALL WEBSTER HALL 301
HONOLULU,HI968222243 		NONE PC SCHOLARSHIP 7,000

UNIVERSITY OF HAWAII AT MANOA -
ELISSA OTA
2528 THE MALL WEBSTER HALL 301
HONOLULU,HI968222243 		NONE PC SCHOLARSHIP 7,000

UNIVERSITY OF HAWAII AT MANOA -
INJI KIM
2528 THE MALL WEBSTER HALL 301
HONOLULU,HI968222243 		NONE PC SCHOLARSHIP 6,000

UNIVERSITY OF HAWAII AT MANOA -
JAIMEE KATO
2528 THE MALL WEBSTER HALL 301
HONOLULU,HI968222243 		NONE PC SCHOLARSHIPS 7,000

UNIVERSITY OF HAWAII AT MANOA -
JENNIFER WONG
2528 THE MALL WEBSTER HALL 301
HONOLULU,HI968222243 		NONE PC SCHOLARSHIPS 7,000

UNIVERSITY OF HAWAII AT MANOA -
JENNIFER YOKOYAMA
2528 THE MALL WEBSTER HALL 301
HONOLULU,HI968222243 		NONE PC SCHOLARSHIP 7,000

UNIVERSITY OF HAWAII AT MANOA -
JONATHAN ABE
2528 THE MALL WEBSTER HALL 301
HONOLULU,HI968222243 		NONE PC SCHOLARSHIP 7,000

UNIVERSITY OF HAWAII AT MANOA -
KAHAILI TOVEY
2528 THE MALL WEBSTER HALL 301
HONOLULU,HI968222243 		NONE PC SCHOLARSHIP 7,000

UNIVERSITY OF HAWAII AT MANOA -
KAINOA KAULUKUKUI-NARIKAWA
2528 THE MALL WEBSTER HALL 301
HONOLULU,HI968222243 		NONE PC SCHOLARSHIP 7,000

UNIVERSITY OF HAWAII AT MANOA -
KAMERON HO CHING
2528 THE MALL WEBSTER HALL 301
HONOLULU,HI968222243 		NONE PC SCHOLARSHIP 10,000

UNIVERSITY OF HAWAII AT MANOA -
KATELYN SHIRAI
2528 THE MALL WEBSTER HALL 301
HONOLULU,HI968222243 		NONE PC SCHOLARSHIP 7,000

UNIVERSITY OF HAWAII AT MANOA -
KATRINA MAE TOLENTINO
2528 THE MALL WEBSTER HALL 301
HONOLULU,HI968222243 		NONE PC SCHOLARSHIP 6,000

UNIVERSITY OF HAWAII AT MANOA -
KAYLA-ANN POSIULAI
2528 THE MALL WEBSTER HALL 301
HONOLULU,HI968222243 		NONE PC SCHOLARSHIP 6,000

UNIVERSITY OF HAWAII AT MANOA -
KEELY SUE MYERS
2528 THE MALL WEBSTER HALL 301
HONOLULU,HI968222243 		NONE PC SCHOLARSHIP 7,000

UNIVERSITY OF HAWAII AT MANOA -
LACEY ALVAREZ
2528 THE MALL WEBSTER HALL 301
HONOLULU,HI968222243 		NONE PC SCHOLARSHIP 7,000

UNIVERSITY OF HAWAII AT MANOA -
LENA CHOI
2528 THE MALL WEBSTER HALL 301
HONOLULU,HI968222243 		NONE PC SCHOLARSHIP 7,000

UNIVERSITY OF HAWAII AT MANOA -
MELIA TAKAKUSAGI
2528 THE MALL WEBSTER HALL 301
HONOLULU,HI968222243 		NONE PC SCHOLARSHIP 7,000

UNIVERSITY OF HAWAII AT MANOA -
MIKIALA MAYNARD
2528 THE MALL WEBSTER HALL 301
HONOLULU,HI968222243 		NONE PC SCHOLARSHIP 7,000

UNIVERSITY OF HAWAII AT MANOA -
MONTANA RAE VAUGHT
2528 THE MALL WEBSTER HALL 301
HONOLULU,HI968222243 		NONE PC SCHOLARSHIP 7,000

UNIVERSITY OF HAWAII AT MANOA -
NICOLE HADA
2528 THE MALL WEBSTER HALL 301
HONOLULU,HI968222243 		NONE PC SCHOLARSHIP 6,000

UNIVERSITY OF HAWAII AT MANOA -
NICOLE VICTORIA ARIOS
2528 THE MALL WEBSTER HALL 301
HONOLULU,HI968222243 		NONE PC SCHOLARSHIP 6,000

UNIVERSITY OF HAWAII AT MANOA -
OLIVIA SMITH
2528 THE MALL WEBSTER HALL 301
HONOLULU,HI968222243 		NONE PC SCHOLARSHIP 3,500

UNIVERSITY OF HAWAII AT MANOA -
PEGGY SU
2528 THE MALL WEBSTER HALL 301
HONOLULU,HI968222243 		NONE PC SCHOLARSHIP 7,000

UNIVERSITY OF HAWAII AT MANOA -
RICHARD HO
2528 THE MALL WEBSTER HALL 301
HONOLULU,HI968222243 		NONE PC SCHOLARSHIP 7,000

UNIVERSITY OF HAWAII AT MANOA -
SAI FURUKAWA
2528 THE MALL WEBSTER HALL 301
HONOLULU,HI968222243 		NONE PC SCHOLARSHIP 7,000

UNIVERSITY OF HAWAII AT MANOA -
THERESA DAO
2528 THE MALL WEBSTER HALL 301
HONOLULU,HI968222243 		NONE PC SCHOLARSHIP 7,000

UNIVERSITY OF HAWAII AT MANOA -
YUUSUKE SUGANUMA
2528 THE MALL WEBSTER HALL 301
HONOLULU,HI968222243 		NONE PC SCHOLARSHIP 6,000

UNIVERSITY OF HAWAII AT MANOA -
MICHELLE NAGATA
2528 THE MALL WEBSTER HALL 301
HONOLULU,HI968222243 		NONE PC SCHOLARSHIP 3,000

UNIVERSITY OF HAWAII AT MANOA -
ALOHALANI HO
2528 THE MALL WEBSTER HALL 301
HONOLULU,HI968222243 		NONE PC SCHOLARSHIP 6,000

UNIVERSITY OF HAWAII AT MANOA -
ALYSSA ROBERTS
2528 THE MALL WEBSTER HALL 301
HONOLULU,HI968222243 		NONE PC SCHOLARSHIP 7,000

UNIVERSITY OF HAWAII AT MANOA -
AMBER LEHANO
2528 THE MALL WEBSTER HALL 301
HONOLULU,HI968222243 		NONE PC SCHOLARSHIP 8,000

UNIVERSITY OF HAWAII AT MANOA -
AMITY TRAN
2528 THE MALL WEBSTER HALL 301
HONOLULU,HI968222243 		NONE PC SCHOLARSHIP 7,000

UNIVERSITY OF HAWAII AT MANOA -
ANAPUNI DATO
2528 THE MALL WEBSTER HALL 301
HONOLULU,HI968222243 		NONE PC SCHOLARSHIP 6,000

UNIVERSITY OF HAWAII AT MANOA -
ANNA DAVIDE
2528 THE MALL WEBSTER HALL 301
HONOLULU,HI968222243 		NONE PC SCHOLARSHIP 6,000

UNIVERSITY OF HAWAII AT MANOA -
ANNA-KAELLE RAMOS
2528 THE MALL WEBSTER HALL 301
HONOLULU,HI968222243 		NONE PC SCHOLARSHIP 7,000

UNIVERSITY OF HAWAII AT MANOA -
BAOXIN LIANG
2528 THE MALL WEBSTER HALL 301
HONOLULU,HI968222243 		NONE PC SCHOLARSHIP 7,000

UNIVERSITY OF HAWAII AT MANOA -
BENJAMIN LEE
2528 THE MALL WEBSTER HALL 301
HONOLULU,HI968222243 		NONE PC SCHOLARSHIP 7,000

CHAMINADE UNIVERSITY OF HONOLULU-
ARIEL WALLACE-WONG
3140 WAIALAE AVE
HONOLULU,HI96816 		NONE PC SCHOLARSHIP 6,000

CHAMINADE UNIVERSITY OF HONOLULU-
BRITTANY DORO
3140 WAIALAE AVE
HONOLULU,HI96816 		NONE PC SCHOLARSHIP 1,500

CHAMINADE UNIVERSITY OF HONOLULU-
CHAZ-LYNN NAKAMURA
3140 WAIALAE AVE
HONOLULU,HI96816 		NONE PC SCHOLARSHIP 6,000

CHAMINADE UNIVERSITY OF HONOLULU-
DANA-LYNNE CHUN-PESCAIA
3140 WAIALAE AVE
HONOLULU,HI96816 		NONE PC SCHOLARSHIP 6,000

CHAMINADE UNIVERSITY OF HONOLULU-
DARCIE LYNN ING
3140 WAIALAE AVE
HONOLULU,HI96816 		NONE PC SCHOLARSHIP 7,000

CHAMINADE UNIVERSITY OF HONOLULU-
DEANNA JAEGER
3140 WAIALAE AVE
HONOLULU,HI96816 		NONE PC SCHOLARSHIP 6,000

CHAMINADE UNIVERSITY OF HONOLULU-
KACI MARTIN
3140 WAIALAE AVE
HONOLULU,HI96816 		NONE PC SCHOLARSHIP 7,000

CHAMINADE UNIVERSITY OF HONOLULU-
KENDYL OSHIRO
3140 WAIALAE AVE
HONOLULU,HI96816 		NONE PC SCHOLARSHIP 7,000

CHAMINADE UNIVERSITY OF HONOLULU-
TAYLOR LUM
3140 WAIALAE AVE
HONOLULU,HI96816 		NONE PC SCHOLARSHIP 7,000

TUFTS UNIVERSITY - AARON SHIINOKI

169 HOLLAND ST
SOMERVILLE,MA021442401 		NONE PC SCHOLARSHIP 7,000

MASSACHUSETTS COLLEGE OF PHARMACY
& HEALTH SCIENCES - JAYCIE KODAMA
179 LONGWOOD AVENUE
BOSTON,MA02115 		NONE PC SCHOLARSHIP 6,000

YALE UNIVERSITY - BRYCE TAKENAKA

PO BOX 208356
NEW HAVEN,CT065208356 		NONE PC SCHOLARSHIP 7,000

TEMPLE UNIVERSITY - SOPHIA OAK

1801 NORTH BROAD STREET
PHILADELPHIA,PA19122 		NONE PC SCHOLARSHIP 7,000

RUTGERS UNIVERSITY - TYSON TONOKAWA

335 GEORGE STREET
NEW BRUNSWICK,NJ089012036 		NONE PC SCHOLARSHIP 6,000

SAN FRANCISCO STATE UNIVERSITY -
JAYDA FLENORY
1600 HOLLOWAY AVE ADM 154D
SAN FRANCISCO,CA941321722 		NONE PC SCHOLARSHIP 6,000

A T STILL UNIVERSITY - KEITH NAKAMATSU

800 WEST JEFFERSON STREET
KIRKSVILLE,MO63501 		NONE PC SCHOLARSHIP 7,000

A T STILL UNIVERSITY - LEAH MADDELA

800 WEST JEFFERSON STREET
KIRKSVILLE,MO63501 		NONE PC SCHOLARSHIP 7,000

KANSAS CITY UNIVERSITY OF MEDICINE
& BIOSCIENCES - THOMAS NO'EAU PARPANA
1750 INDEPENDENCE AVE
KANSAS CITY,MO64106 		NONE PC SCHOLARSHIP 7,000

UNIVERSITY OF NORTH DAKOTA - NATALIE LAU

264 CENTENNIAL DRIVE
GRAND FORKS,ND582026059 		NONE PC SCHOLARSHIP 7,000

CALIFORNIA HEALTH SCIENCES UNIVERSITY -
RACHEL KANEAKUA
1501 VIOLET STREET
COLTON,CA92324 		NONE PC SCHOLARSHIP 7,000

CREIGHTON UNIVERSITY- KEAOMALAMALAMA LIU

2500 CALIFORNIA PLAZA
OMAHA,NE68178 		NONE PC SCHOLARSHIP 6,000

CREIGHTON UNIVERSITY - RICHARD RISTA

2500 CALIFORNIA PLAZA
OMAHA,NE68178 		NONE PC SCHOLARSHIP 7,000

THE MEDICAL UNIVERSITY OF SOUTH CAROLINA
- MAGGIE LONG
18 BEE STREET
CHARLESTON,SC294258910 		NONE PC SCHOLARSHIP 7,000

WESTERN KENTUCKY UNIVERSITY -
ALANA DUCROIS-MIYAMOTO
292 ALUMNI AVENUE 305
BOWLING GREEN,KY421013416 		NONE PC SCHOLARSHIP 6,000

UNIVERSITY OF ARIZONA - KALA PALAMA

1111 N CHERRY AVE
TUCSON,AZ857210111 		NONE PC SCHOLARSHIPS 7,000

UNIVERSITY OF NEVADA- RENO -
JILLIAN MITSUDA
1664 N VIRGINIA STREET
RENO,NV895570001 		NONE PC SCHOLARSHIP 6,000

NORTHCENTRAL UNIVERSITY- CASSIDY LASALLE

9388 LIGHTWAVE AVE
SAN DIEGO,CA921231426 		NONE PC SCHOLARSHIP 6,000

SEATTLE PACIFIC UNIVERSITY -
TAYLOR DIMOTTA
3307 THIRD AVENUE W
SEATTLE,WA98119 		NONE PC SCHOLARSHIP 7,000

PACIFIC UNIVERSITY - CHEYNE TANOUE

2043 COLLEGE WAY
FOREST GROVE,OR971161756 		NONE PC SCHOLARSHIP 7,000

PACIFIC UNIVERSITY - JENNIE GIRON

2043 COLLEGE WAY
FOREST GROVE,OR971161756 		NONE PC SCHOLARSHIP 7,000

PACIFIC UNIVERSITY - KAMALEI LENE

2043 COLLEGE WAY
FOREST GROVE,OR971161756 		NONE PC SCHOLARSHIP 6,000

OREGON STATE UNIVERSITY - SETH ARAKAWA

4238 SW RESEARCH WAY
CORVALLIS,OR973331068 		NONE PC SCHOLARSHIP 7,000

SANTA CLARA UNIVERSITY - MAILE POWELL

500 EL CAMINO REAL
SANTA CLARA,CA950531400 		NONE PC SCHOLARSHIP 6,000

UNIVERSITY OF WASHINGTON- BAILEY NAMAHOE

407 GERBERDING HALL
SEATTLE,WA981951210 		NONE PC SCHOLARSHIP 6,000

UNIVERSITY OF SOUTHERN CALIFORNIA -
KAITLIN HORI
UNIVERSITY GARDENS UGB203
LOS ANGELES,CA900898003 		NONE PC SCHOLARSHIP 7,000

SOUTHERN CALIFORNIA COLLEGE OF OPTOMETRY
- ALEXUS YORO
2575 YORBA LINDA BLVD
FULLERTON,CA92831 		NONE PC SCHOLARSHIP 6,000

WESTERN UNIVERSITY OF HEALTH SCIENCES -
DANNY DOMINGO
309 E 2ND ST
POMONA,CA917661854 		NONE PC SCHOLARSHIP 7,000

UNIVERSITY OF HAWAII FOUNDATION

1314 SOUTH KING STREET
HONOLULU,HI96814 		NONE PC JETTA ZIMMERMAN NURSING 208,421

UNIVERISITY OF HAWAII AT HILO -
LOGAN ACEBO
200 W KAWILI ST
HILO,HI967204091 		NONE PC SCHOLARSHIP 7,000

UNIVERSITY OF HAWAII AT HILO -
RYCLAN BERNAL
200 W KAWILI ST
HILO,HI967204091 		NONE PC SCHOLARSHIP 6,000

UNIVERSITY OF HAWAII AT HILO -
TOMOMI KOHNO
200 W KAWILI ST
HILO,HI967204091 		NONE PC SCHOLARSHIP 7,000

UNIVERSITY OF HAWAII AT HILO -
YURISE YAMAGUCHI
200 W KAWILI ST
HILO,HI967204091 		NONE PC SCHOLARSHIP 6,000

UNIVERSITY OF HAWAII AT HILO -
LEILANI AULD
200 W KAWILI ST
HILO,HI967204091 		NONE PC SCHOLARSHIP 6,000

UNIVERSITY OF HAWAII AT HILO -
LEILA CHEE
200 W KAWILI ST
HILO,HI967204091 		NONE PC SCHOLARSHIP 6,000

UNIVERSITY OF HAWAII AT HILO -
KIERA JAVILLONAR
200 W KAWILI ST
HILO,HI967204091 		NONE PC SCHOLARSHIP 7,000

UNIVERSITY OF HAWAII AT HILO -
KIMBERLE MARO
200 W KAWILI ST
HILO,HI967204091 		NONE PC SCHOLARSHIP 5,250

UNIVERSITY OF HAWAII AT HILO -
KELI WONG
200 W KAWILI ST
HILO,HI967204091 		NONE PC SCHOLARSHIP 7,000

UNIVERSITY OF HAWAII AT HILO -
JAMES SANTOKI
200 W KAWILI ST
HILO,HI967204091 		NONE PC SCHOLARSHIP 7,000
Total .................................right arrow 3a 784,671
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
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 ........... 		         
4 Dividends and interest from securities ....     14 348,720  
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 .....     15 91,966  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 198,242  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   638,928  
13Total. Add line 12, columns (b), (d), and (e)..................
13
638,928
(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 (2023)
Form 990-PF (2023)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
HANS AND CLARA ZIMMERMAN FOUNDATION
EIN:
99-6006669
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,600     1,600

TY 2023 InvestmentsOtherSchedule2
Name:
HANS AND CLARA ZIMMERMAN FOUNDATION
EIN:
99-6006669
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
SEE ATTACHED STATEMENT AT COST 10,952,851 15,256,806

TY 2023 OtherAssetsSchedule
Name:
HANS AND CLARA ZIMMERMAN FOUNDATION
EIN:
99-6006669
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
BOA - CASH HELD - ACCT 5615 2,676 24,664 24,664
BOA - OIL, GAS - ACCT 5615 1 1 453,317


TY 2023 OtherDecreasesSchedule
Name:
HANS AND CLARA ZIMMERMAN FOUNDATION
EIN:
99-6006669
Description Amount
WASH SALE ADJUSTMENT 3,486
BOA MUTUAL FUND TIMING DIFFERENCE 83


TY 2023 OtherExpensesSchedule
Name:
HANS AND CLARA ZIMMERMAN FOUNDATION
EIN:
99-6006669
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
GRANT ADMIN FEES 31,700 0   31,700
ADR FEES 39 39   0
SCHOLARSHIP COMMITTEE FEES 5,000 0   5,000
ROYALTY/MINERAL EXPENSES 7,968 7,968 7,968 0
ROYALTY/MINERAL LEGAL EXPENSES 3,700 3,700 3,700 0


TY 2023 OtherIncomeSchedule2
Name:
HANS AND CLARA ZIMMERMAN FOUNDATION
EIN:
99-6006669
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
BANK OF AMERICA - NET MINERAL ROYALTY IN 91,966 91,966 91,966


TY 2023 OtherIncreasesSchedule
Name:
HANS AND CLARA ZIMMERMAN FOUNDATION
EIN:
99-6006669
Description Amount
RETURNED GRANTS 5,775
RETURN OF CAPITAL 1,498


TY 2023 OtherProfessionalFeesSchedule
Name:
HANS AND CLARA ZIMMERMAN FOUNDATION
EIN:
99-6006669
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 36,694 36,694    


TY 2023 TaxesSchedule
Name:
HANS AND CLARA ZIMMERMAN FOUNDATION
EIN:
99-6006669
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 242 242   0
FEDERAL ESTIMATES - PRINCIPAL 4,310 0   0
FOREIGN TAXES ON QUALIFIED FOR 6,831 6,831   0
FOREIGN TAXES ON NONQUALIFIED 1,221 1,221   0