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
FREDERIC DUCLOS BARSTOW 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

99-6002185
B Telephone number (see instructions)

(808) 694-4399
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$1,235,511J 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... 27,024 27,024  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 21,011
b Gross sales price for all assets on line 6a 262,587
7 Capital gain net income (from Part IV, line 2)... 21,011
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
52    
12 Total. Add lines 1 through 11........ 48,087 48,035  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 12,365 6,182   6,183
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
4,837 4,837   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
665 665   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
5,643 3   5,640
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 25,110 11,687 0 13,423
25 Contributions, gifts, grants paid....... 45,000 45,000
26 Total expenses and disbursements. Add lines 24 and 25 70,110 11,687 0 58,423
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -22,023
b Net investment income (if negative, enter -0-) 36,348
c Adjusted net income (if negative, enter -0-)... 0
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............. 722 30 30
2 Savings and temporary cash investments......... 30,927 22,234 22,234
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).......... 896,850 Click to see attachment
List of Attached Documents:
// Content
883,315 		1,213,247
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 928,499 905,579 1,235,511
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........ 928,499 905,579
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)..... 928,499 905,579
30 Total liabilities and net assets/fund balances (see instructions). 928,499 905,579
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
928,499
2
Enter amount from Part I, line 27a .....................
2
-22,023
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
125
4
Add lines 1, 2, and 3 ..........................
4
906,601
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,022
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
905,579
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 54. AT&T INC   2022-08-23 2023-01-10
b 45. AT&T INC   2011-02-15 2023-01-10
c 4. ABBVIE INC   2023-01-10 2023-03-31
d 5. ABBVIE INC   2023-01-10 2023-09-06
e 2. ABBVIE INC   2022-08-23 2023-09-06
11. ACADIA HEALTHCARE CO INC.   2023-01-10 2023-03-31
12. ADVANCED MICRO DEVICES INC   2022-03-07 2023-01-10
7. ADVANCED MICRO DEVICES INC   2022-03-07 2023-03-31
6. ADVANCED MICRO DEVICES INC   2022-03-07 2023-09-06
11. ALASKA AIR GROUP INC   2022-03-07 2023-03-31
12. ALIBABA GROUP HOLDING LTD. SP ADR   2022-06-06 2023-01-10
11. ALLSTATE CORP   2012-01-26 2023-01-10
13. ALPHABET INC CL C   2022-03-07 2023-03-31
2. ALPHABET INC CL A   2010-10-05 2023-04-26
11. AMAZON.COM INC   2020-09-10 2023-09-06
3. AMETEK INC NEW COMMON   2022-06-06 2023-01-10
13. ANTERO RESOURCES CORP   2022-08-23 2023-03-31
5. APPLE COMPUTER   2023-04-26 2023-09-06
3. APPLE COMPUTER   2010-10-05 2023-09-06
3. ARISTA NETWORKS INC   2023-03-31 2023-09-06
.55 ATLANTA BRAVES HOLDINGS INC   2023-03-31 2023-08-08
1. AUTOZONE INC   2021-04-07 2023-09-06
14. BAKER HUGHES CO   2020-05-08 2023-01-10
16. BALL CORP   2023-03-31 2023-09-06
13. BANK OF AMERICA CORP   2023-01-10 2023-03-31
33. BANK OF AMERICA CORP   2022-03-07 2023-03-31
6.998 ISHARES S&P 500 INDEX FUND   2023-01-10 2023-03-31
5.285 ISHARES S&P 500 INDEX FUND   2023-01-10 2023-04-26
5.833 ISHARES S&P 500 INDEX FUND   2016-03-24 2023-04-26
15.924 ISHARES S&P 500 INDEX FUND   2016-03-24 2023-09-06
2. BILL.COM HOLDINGS INC   2022-03-07 2023-01-10
3. BIOGEN INC.   2023-01-10 2023-09-06
11. BLACKBAUD INC   2022-03-07 2023-09-06
1. BLACKROCK INC   2023-01-10 2023-09-06
417.562 ISHARES MSCI EAFE INTERNATIONAL INDEX F   2022-03-09 2023-01-10
99.119 ISHARES MSCI EAFE INTERNATIONAL INDEX F   2022-03-09 2023-03-31
269.471 ISHARES MSCI EAFE INTERNATIONAL INDEX F   2022-08-24 2023-04-26
32.409 ISHARES MSCI EAFE INTERNATIONAL INDEX F   2022-03-09 2023-04-26
16. CVS CORP COMMON   2019-05-29 2023-01-10
2. CATALENT INC   2022-03-07 2023-01-10
7. CATERPILLAR INC   2020-05-08 2023-01-10
3. CENTENE CORP   2022-08-23 2023-01-10
12. CENTENE CORP   2022-08-23 2023-03-31
1. COSTCO WHOLESALE CORP   2022-08-23 2023-03-31
4. CROWDSTRIKE HOLDINGS INC A   2022-06-06 2023-01-10
1. DANAHER CORP   2022-08-23 2023-01-10
4. DANAHER CORP   2020-09-10 2023-01-10
3. DANAHER CORP   2020-09-10 2023-04-26
9. DATADOG INC CLASS A   2022-06-06 2023-04-26
30.443 DODGE & COX INTERNATIONAL STOCK FUND CLA   2022-03-09 2023-01-10
4.599 DODGE & COX INTERNATIONAL STOCK FUND CLA   2023-03-31 2023-04-26
15.684 DODGE & COX INTERNATIONAL STOCK FUND CLA   2022-03-09 2023-04-26
1. DOMINOS PIZZA INC   2022-08-23 2023-01-10
5. EOG RESOURCES INC   2023-01-10 2023-03-31
8. EDWARDS LIFESCIENCES CORP   2022-06-06 2023-01-10
63. EMBRAER SA ADR   2021-04-07 2023-04-26
204.884 FEDERATED HERMES TOTAL RETURN BOND FUND   2014-09-25 2023-03-31
418.926 FEDERATED HERMES TOTAL RETURN BOND FUND   2014-09-25 2023-04-26
4. FEDEX CORPORATION   2020-05-08 2023-01-10
6. FIRST REPUBLIC BANK/SAN FRAN   2023-01-10 2023-03-22
7. FIRST REPUBLIC BANK/SAN FRAN   2021-05-12 2023-03-22
2. FIRST SOLAR INC   2023-01-10 2023-03-31
2. FIRST SOLAR INC   2023-01-10 2023-04-26
2. FIRST SOLAR INC   2023-01-10 2023-09-06
2. GENERAL DYNAMICS CORP   2023-01-10 2023-03-31
22. GENERAL MOTORS CO   2022-03-07 2023-01-10
11. GILEAD SCIENCES INC   2022-03-07 2023-01-10
16. GILEAD SCIENCES INC   2020-05-08 2023-01-10
1. GOLDMAN SACHS GROUP INC   2023-01-10 2023-04-26
1. GOLDMAN SACHS GROUP INC   2020-05-08 2023-04-26
43.771 GOLDMAN SACHS INTERNATIONAL SMALL CAP IN   2022-08-23 2023-01-10
52.118 GOLDMAN SACHS INTERNATIONAL SMALL CAP IN   2022-08-23 2023-03-31
78.724 GOLDMAN SACHS INTERNATIONAL SMALL CAP IN   2022-08-23 2023-04-26
8.747 GOLDMAN SACHS INTERNATIONAL SMALL CAP IN   2015-07-01 2023-04-26
1. HOME DEPOT INC   2022-08-23 2023-04-26
1. HOME DEPOT INC   2019-05-29 2023-04-26
1. INTUIT COM   2022-06-06 2023-03-31
1. INTUIT COM   2021-04-07 2023-03-31
2. INTUIT COM   2023-01-10 2023-09-06
3. INTUIT COM   2021-05-12 2023-09-06
76.356 JOHN HANCOCK III DISC M/C-IS   2023-03-31 2023-04-26
37.047 JOHN HANCOCK III DISC M/C-IS   2022-03-07 2023-09-06
48.4 JPMORGAN EMERG MRKT EQ-I   2021-04-07 2023-01-10
.27 PHILIPS ELECTRONICS NY SHR   2023-03-31 2023-05-18
3. LPL FINANCIAL HOLDINGS INC   2023-03-31 2023-09-06
15. LAMB WESTON HOLDINGS, INC.   2022-03-07 2023-09-06
.813 LIBERTY MEDIA CORP - LIBERTY C   2023-08-04 2023-08-16
8. LIVE NATION ENTERTAINMENT INC   2022-06-06 2023-01-10
7. LIVE NATION ENTERTAINMENT INC   2021-05-12 2023-01-10
12. LIVE NATION ENTERTAINMENT INC   2022-06-06 2023-03-31
9. LIVE NATION ENTERTAINMENT INC   2022-08-23 2023-09-06
22. MGM RESORTS INTERNATIONAL   2022-03-07 2023-01-10
16. MGM RESORTS INTERNATIONAL   2021-05-12 2023-01-10
5. MGM RESORTS INTERNATIONAL   2022-03-07 2023-03-31
35. MGM RESORTS INTERNATIONAL   2022-06-06 2023-09-06
15. MARVELL TECHNOLOGY INC   2023-03-31 2023-09-06
3. MCKESSON HBOC INC   2022-06-06 2023-01-10
2. MCKESSON HBOC INC   2022-06-06 2023-03-31
3. MCKESSON HBOC INC   2020-05-08 2023-09-06
1. MERCADOLIBRE INC   2023-01-10 2023-09-06
3. MICROSOFT CORP   2023-03-31 2023-04-26
1. MICROSOFT CORP   2021-04-07 2023-04-26
1. MICROSOFT CORP   2023-01-10 2023-09-06
2. MICROSOFT CORP   2020-09-10 2023-09-06
3. MIDDLEBY CORPORATION   2023-09-06 2023-11-08
4. NATERA INC   2022-08-23 2023-03-31
1. NETFLIX INC   2023-03-31 2023-09-06
20. NEXTERA ENERGY INC   2023-01-10 2023-03-31
3. NVIDIA CORP   2023-03-31 2023-09-06
5. PALO ALTO NETWORKS INC   2023-01-10 2023-03-31
8. PDD HOLDINGS INC ADR   2023-01-10 2023-03-31
10. PIONEER NATURAL RESOURCES CO COMMON   2022-06-06 2023-01-10
9.855 T ROWE PRICE INSTITUTIONAL EMERGING MARK   2021-04-07 2023-01-10
50.009 CONGRESS MID CAP GROWTH-INS   2022-06-06 2023-04-26
1.254 CONGRESS MID CAP GROWTH-INS   2022-03-07 2023-04-26
5. PROMETHEUS BIOSCIENCES INC   2023-01-10 2023-04-26
2. QUEST DIAGNOSTICS INC COMMON   2023-01-10 2023-09-06
16. REALTY INCOME CORP   2022-06-06 2023-07-11
13. REATA PHARMACEUTICALS INC-A   2023-01-10 2023-03-31
15. SHELL PLC NPV ADR   2022-03-07 2023-04-26
13. SHELL PLC NPV ADR   2022-03-07 2023-09-06
3. SANOFI ADR   2023-03-31 2023-09-06
7. SANOFI ADR   2022-06-06 2023-09-06
3. SIGNATURE BANK   2022-03-07 2023-01-10
1. SIGNATURE BANK   2021-04-07 2023-01-10
2. SIGNATURE BANK   2022-06-06 2023-03-29
2. SIGNATURE BANK   2022-03-07 2023-03-29
6. SNOWFLAKE INC-CLASS A   2023-01-10 2023-03-31
2. SOLAREDGE TECHNOLOGIES INC   2022-08-23 2023-03-31
2. SOLAREDGE TECHNOLOGIES INC   2022-03-07 2023-03-31
3. TAKE-TWO INTERACTIVE SOFTWARE   2022-07-05 2023-01-10
2. TESLA INC.   2022-03-07 2023-01-10
1. TESLA INC.   2023-03-31 2023-04-26
2. TESLA INC.   2022-03-07 2023-09-06
7. THE TRADE DESK, INC. CL A   2023-01-10 2023-09-06
1. THE TRADE DESK, INC. CL A   2022-07-05 2023-09-06
2. TRANSDIGM GROUP INC   2023-01-10 2023-09-06
1. TRANSDIGM GROUP INC   2022-06-06 2023-09-06
5. TYSON FOODS INC CL A   2023-03-31 2023-06-09
10. TYSON FOODS INC CL A   2022-03-07 2023-06-09
5. UBER TECHNOLOGIES INC   2022-03-07 2023-03-31
5. UBER TECHNOLOGIES INC   2023-01-10 2023-09-06
14. UBER TECHNOLOGIES INC   2022-03-07 2023-09-06
20. UNILEVER PLC SPONSORED ADR   2020-09-10 2023-01-10
2. UNITEDHEALTH GROUP INC   2022-03-07 2023-01-10
3. UNITEDHEALTH GROUP INC   2022-03-07 2023-03-31
3. VAIL RESORTS INC   2023-01-10 2023-03-31
171.783 VANGUARD TOTAL INTL ST INDEX FUND-ADM   2022-03-09 2023-01-10
119.555 VANGUARD TOTAL INTL ST INDEX FUND-ADM   2023-03-31 2023-04-26
897.48 VANGUARD TOTAL BOND MARKET INDEX FUND AD   2023-03-31 2023-04-26
6035.084 VANGUARD S/T BND INDX-ADM   2022-03-09 2023-03-31
12. VENTAS INC   2022-03-07 2023-01-10
15. VENTAS INC   2021-04-07 2023-01-10
29.146 VANGUARD TOTL STK MKT IND-AD   2023-01-10 2023-03-31
57.345 VANGUARD TOTL STK MKT IND-AD   2023-01-10 2023-04-26
19.486 VANGUARD TOTL STK MKT IND-AD   2013-12-06 2023-04-26
110.473 VANGUARD TOTL STK MKT IND-AD   2013-12-06 2023-09-06
1. VERALTO CORP   2020-09-10 2023-10-19
1. VISA INC CL A SHARES   2011-01-05 2023-01-10
2. VISA INC CL A SHARES   2011-01-05 2023-09-06
2. WAL-MART STORES INC   2023-03-31 2023-04-26
19. WARNER BROS DISCOVERY INC   2022-06-06 2023-03-31
22. WARNER BROS DISCOVERY INC   2022-03-07 2023-03-31
174.118 ALLSPRING ADVANTAGE INTERNATIONAL EQUITY   2022-03-09 2023-01-10
26.576 ALLSPRING ADVANTAGE INTERNATIONAL EQUITY   2023-03-31 2023-04-26
44.569 ALLSPRING ADVANTAGE INTERNATIONAL EQUITY   2015-09-28 2023-04-26
16.875 ALLSPRING ADVANTAGE INTERNATIONAL EQUITY   2023-09-06 2023-11-03
1579.404 ALLSPRING ADVANTAGE INTERNATIONAL EQUITY   2022-08-23 2023-11-03
8. WEYERHAEUSER CO   2022-08-23 2023-01-10
18. WEYERHAEUSER CO   2020-05-08 2023-01-10
6. CAPRI HOLDINGS LTD   2022-03-07 2023-01-10
2. EATON CORP PLC   2023-01-10 2023-03-31
6. EATON CORP PLC   2022-03-07 2023-03-31
8. EATON CORP PLC   2022-03-07 2023-04-26
1. MEDTRONIC PLC   2020-05-08 2023-09-06
1. CHUBB LTD   2022-03-07 2023-04-26
2. TE CONNECTIVITY LTD   2022-06-06 2023-01-10
4. TE CONNECTIVITY LTD   2020-05-08 2023-01-10
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN 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 1,045   980 65
b 871   967 -96
c 634   640 -6
d 727   800 -73
e 291   278 13
792   915 -123
811   1,273 -462
683   743 -60
657   637 20
459   498 -39
1,372   1,196 176
1,562   320 1,242
1,341   1,661 -320
207   27 180
1,487   1,772 -285
428   368 60
299   552 -253
913   820 93
548   31 517
591   499 92
22   21 1
2,565   1,425 1,140
430   203 227
846   886 -40
368   445 -77
934   896 38
3,371   3,216 155
2,514   2,429 85
2,775   1,428 1,347
8,360   3,897 4,463
200   380 -180
793   842 -49
806   651 155
694   753 -59
5,775   5,896 -121
1,428   1,400 28
3,953   3,527 426
475   458 17
1,452   840 612
96   197 -101
1,741   775 966
229   286 -57
758   1,146 -388
495   541 -46
377   682 -305
266   283 -17
1,064   819 245
697   614 83
633   940 -307
1,380   1,367 13
213   210 3
725   704 21
336   396 -60
571   637 -66
617   775 -158
978   666 312
1,977   2,266 -289
4,055   4,633 -578
751   480 271
91   753 -662
106   975 -869
431   333 98
400   333 67
363   333 30
454   478 -24
805   889 -84
956   668 288
1,391   1,232 159
337   357 -20
337   184 153
487   487  
606   580 26
916   875 41
102   94 8
289   307 -18
289   190 99
445   412 33
445   401 44
1,100   777 323
1,650   1,199 451
1,854   1,891 -37
974   961 13
1,436   2,089 -653
5   5  
704   651 53
1,445   803 642
28   25 3
576   795 -219
504   571 -67
837   1,149 -312
736   839 -103
834   852 -18
607   606 1
221   194 27
1,515   1,258 257
855   570 285
1,147   956 191
712   637 75
1,234   405 829
1,428   912 516
888   744 144
296   250 46
332   228 104
664   414 250
346   424 -78
223   199 24
444   344 100
1,534   1,673 -139
1,413   830 583
994   837 157
606   756 -150
2,316   2,806 -490
338   498 -160
1,153   1,281 -128
29   34 -5
972   548 424
255   304 -49
951   1,048 -97
1,188   512 676
908   771 137
821   581 240
158   163 -5
368   375 -7
339   864 -525
113   227 -114
1   452 -451
1   576 -575
911   815 96
605   601 4
605   599 6
318   383 -65
235   547 -312
156   207 -51
503   547 -44
578   310 268
83   44 39
1,767   1,303 464
883   624 259
253   295 -42
506   727 -221
158   146 12
229   140 89
642   408 234
1,021   1,096 -75
969   976 -7
1,419   1,284 135
698   768 -70
5,007   5,306 -299
3,559   3,381 178
8,741   8,715 26
60,411   64,085 -3,674
573   677 -104
717   819 -102
2,896   2,775 121
5,605   5,460 145
1,905   890 1,015
11,932   5,048 6,884
72   72  
221   18 203
492   36 456
301   294 7
284   325 -41
329   560 -231
2,035   2,075 -40
316   313 3
530   478 52
196   206 -10
18,368   17,586 782
245   298 -53
551   353 198
369   289 80
341   321 20
1,023   880 143
1,296   1,174 122
81   99 -18
197   200 -3
246   265 -19
491   304 187
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
      4,184
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       65
b       -96
c       -6
d       -73
e       13
      -123
      -462
      -60
      20
      -39
      176
      1,242
      -320
      180
      -285
      60
      -253
      93
      517
      92
      1
      1,140
      227
      -40
      -77
      38
      155
      85
      1,347
      4,463
      -180
      -49
      155
      -59
      -121
      28
      426
      17
      612
      -101
      966
      -57
      -388
      -46
      -305
      -17
      245
      83
      -307
      13
      3
      21
      -60
      -66
      -158
      312
      -289
      -578
      271
      -662
      -869
      98
      67
      30
      -24
      -84
      288
      159
      -20
      153
       
      26
      41
      8
      -18
      99
      33
      44
      323
      451
      -37
      13
      -653
       
      53
      642
      3
      -219
      -67
      -312
      -103
      -18
      1
      27
      257
      285
      191
      75
      829
      516
      144
      46
      104
      250
      -78
      24
      100
      -139
      583
      157
      -150
      -490
      -160
      -128
      -5
      424
      -49
      -97
      676
      137
      240
      -5
      -7
      -525
      -114
      -451
      -575
      96
      4
      6
      -65
      -312
      -51
      -44
      268
      39
      464
      259
      -42
      -221
      12
      89
      234
      -75
      -7
      135
      -70
      -299
      178
      26
      -3,674
      -104
      -102
      121
      145
      1,015
      6,884
       
      203
      456
      7
      -41
      -231
      -40
      3
      52
      -10
      782
      -53
      198
      80
      20
      143
      122
      -18
      -3
      -19
      187
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 21,011
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) 1 505
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........................... 3 505
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- ..... 5 505
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 564
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.............. 7 564
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 59
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow59 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) 694-4399

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)
 
No
(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
 
 
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 		12,365    
PO BOX 3170 DEPT 715
HONOLULU,HI968023170
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
1,148,021
b
Average of monthly cash balances.......................
1b
17,987
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,166,008
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
1,166,008
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
17,490
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,148,518
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
57,426
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
57,426
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
505
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
505
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
56,921
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
56,921
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
56,921
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
58,423
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
58,423
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 56,921
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 8,879
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...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 58,423
a Applied to 2022, but not more than line 2a 8,879
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..... 49,544
e Remaining amount distributed out of corpus 0
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 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 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 .......... 		7,377
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 ...... 		0
10 Analysis of line 9:
a Excess from 2019.... 0
b Excess from 2020.... 0
c Excess from 2021.... 0
d Excess from 2022.... 0
e Excess from 2023.... 0
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:
PAULA BOYCE
PO BOX 3170
HONOLULU,HI968023170
(808) 694-4945
PAULA.BOYCE@BOH.COM
bThe form in which applications should be submitted and information and materials they should include:
NARRATIVE REPORT ON WHAT HAS BEEN ACCOMPLISHED AS A RESULT OF THE GRANT AND A FISCAL ACCOUNTING OF THE GRANT EXPENDITURES.
cAny submission deadlines:
OCTOBER 1ST
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
SEE ATTACHMENT 1
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 FOUNDATION

2444 DOLE STREET
HONOLULU,HI96822 		NONE PC SCHOLARSHIP AT MANOA & HILO 30,000

CHAMINADE UNIVERSITY OF HONOLULU

3140 WAIALAE AVE
HONOLULU,HI96816 		NONE PC SCHOLARSHIP AT CHAMINADE 15,000
Total .................................right arrow 3a 45,000
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 27,024  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 21,011  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEDERAL TAX REFUND 		    1 52  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   48,087  
13Total. Add line 12, columns (b), (d), and (e)..................
13
48,087
(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:
FREDERIC DUCLOS BARSTOW FOUNDATION
EIN:
99-6002185
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:
FREDERIC DUCLOS BARSTOW FOUNDATION
EIN:
99-6002185
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
SEE ATTACHED STATEMENT AT COST 883,315 1,213,247

TY 2023 OtherDecreasesSchedule
Name:
FREDERIC DUCLOS BARSTOW FOUNDATION
EIN:
99-6002185
Description Amount
MUTUAL FUND TIMING DIFFERENCE 931
WASH SALE ADJUSTMENT 91


TY 2023 OtherExpensesSchedule
Name:
FREDERIC DUCLOS BARSTOW FOUNDATION
EIN:
99-6002185
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER NON-ALLOCABLE EXPENSE - 5,640 0   5,640
OTHER EXPENSE (NON-DEDUCTIBLE 3 3   0


TY 2023 OtherIncomeSchedule2
Name:
FREDERIC DUCLOS BARSTOW FOUNDATION
EIN:
99-6002185
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FEDERAL TAX REFUND 52 0  


TY 2023 OtherIncreasesSchedule
Name:
FREDERIC DUCLOS BARSTOW FOUNDATION
EIN:
99-6002185
Description Amount
RETURN OF CAPITAL 125


TY 2023 OtherProfessionalFeesSchedule
Name:
FREDERIC DUCLOS BARSTOW FOUNDATION
EIN:
99-6002185
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 4,837 4,837    


TY 2023 TaxesSchedule
Name:
FREDERIC DUCLOS BARSTOW FOUNDATION
EIN:
99-6002185
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 19 19   0
FOREIGN TAXES ON QUALIFIED FOR 549 549   0
FOREIGN TAXES ON NONQUALIFIED 97 97   0