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
J WATUMULL FUND
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 3708-TRUST
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HONOLULU, HI96811
A Employer identification number

51-0205431
B Telephone number (see instructions)

(808) 525-5881
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$13,573,455J 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 35,609 35,609  
4 Dividends and interest from securities... 320,398 320,398  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment
List of Attached Documents:
// Content
858,954
b Gross sales price for all assets on line 6a 1,571,422
7 Capital gain net income (from Part IV, line 2)... 728,665
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,214,961 1,084,672  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
6,492      
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
63,781 63,781    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,270 2,270    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
591      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 73,134 66,051   0
25 Contributions, gifts, grants paid....... 698,000 698,000
26 Total expenses and disbursements. Add lines 24 and 25 771,134 66,051   698,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 443,827
b Net investment income (if negative, enter -0-) 1,018,621
c Adjusted net income (if negative, enter -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.............      
2 Savings and temporary cash investments......... 228,078 263,100 263,100
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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 arrow        
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)....... 6,538,332 Click to see attachment
List of Attached Documents:
// Content
6,816,246 		9,294,090
c Investments—corporate bonds (attach schedule)....... 3,096,544 Click to see attachment
List of Attached Documents:
// Content
3,035,974 		2,891,392
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).......... 856,548 Click to see attachment
List of Attached Documents:
// Content
1,048,009 		1,124,873
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) 10,719,502 11,163,329 13,573,455
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 10,719,502 11,163,329
29 Total net assets or fund balances (see instructions)..... 10,719,502 11,163,329
30 Total liabilities and net assets/fund balances (see instructions). 10,719,502 11,163,329
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
10,719,502
2
Enter amount from Part I, line 27a .....................
2
443,827
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
11,163,329
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
11,163,329
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 BNY MELLON P    
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 711,902     711,902
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       711,902
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 728,665
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 3 711,902
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 14,159
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  
3 Add lines 1 and 2........................... 3 14,159
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 14,159
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 7,283
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 7,283
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 6,876
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
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 arrowN/A
14
The books are in care ofright arrowFIRST HAWAIIAN BANK Telephone no.right arrow (808) 525-5881

Located atright arrowP O BOX 3708HONOLULUHI ZIP+4right arrow96811
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)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
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
 
 
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
JAIDEV WATUMULL SECT/TREAS
000.00 		0 0 0
4616 AUKAI STREET
HONOLULU,HI96816
VIKRAM WATUMULL VICE PRESIDE
000.00 		0 0 0
4131 PAPU CIRCLE
HONOLULU,HI96816
JYOTI WATUMULL PRESIDENT
000.00 		0 0 0
1217 N KING STREET
HONOLULU,HI96817
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  
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 arrow  
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 N/A  
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
12,738,313
b
Average of monthly cash balances.......................
1b
258,007
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
12,996,320
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
12,996,320
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
194,945
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
12,801,375
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
640,069
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
640,069
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
14,159
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
14,159
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
625,910
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
625,910
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
625,910
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
698,000
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
698,000
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 7 625,910
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 203,903
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 698,000
a Applied to 2022, but not more than line 2a 203,903
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2023 distributable amount..... 494,097
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2023.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		131,813
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		 
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
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:
MR JAIDEV WATUMULL
307 LEWERS ST 600
HONOLULU,HI96815
(808) 971-8800
bThe form in which applications should be submitted and information and materials they should include:
NONE
cAny submission deadlines:
APPLICATIONS ACCEPTED ANYTIME.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
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

AFTER SCHOOL ALL STARS

1523 KALAKAUA AVENUE
STE 202
HONOLULU,HI96826 		    GENERAL CHARITABLE PURPOSES 2,000

ALOHA COUNCIL BSA

42 PUIWA ROAD
HONOLULU,HI96817 		    GENERAL CHARITABLE PURPOSES 2,000

ALOHA MEDICAL MISSIION

200 N VINEYARD BLVD
B 120
HONOLULU,HI96817 		    GENERAL CHARITABLE PURPOSES 1,000

ASSETS SCHOOL

1 OHANA NUI WAY
HONOLULU,HI96818 		    GENERAL CHARITABLE PURPOSES 1,000

AUW

200 N VINEYARD BOULEVARD
SUITE 700
HONOLULU,HI96817 		    GENERAL CHARITABLE PURPOSES 10,000

BIG BROTHERS BIG SISTERS

2119 N KING STREET
STE 202
HONOLULU,HI96819 		    GENERAL CHARITABLE PURPOSES 2,000

BOY SCOUTS OF AMERICA ALOHA COUNCIL

42 PUIWA ROAD
HONOLULU,HI96817 		    GENERAL CHARITABLE PURPOSES 1,000

BOYS & GIRLS CLUB OF HAWAII

1000 BISHOP ST
SUITE 505
HONOLULU,HI96813 		    GENERAL CHARITABLE PURPOSES 2,000

CENTER FOR TOMORROW'S LEADERS

677 ALA MOANA BLVD
SUITE 1100
HONOLULU,HI96813 		    GENERAL CHARITABLE PURPOSES 1,000

CHAMBER MUSIC

PO BOX 61939
HONOLULU,HI96839 		    GENERAL CHARITABLE PURPOSES 1,000

CHILD AND FAMILY SERVICE

91 1841 FT WEAVER RD
EWA BEACH,HI96706 		    GENERAL CHARITABLE PURPOSES 2,000

DIAMOND HEAD THEATER

520 MAKAPUU AVENUE
HONOLULU,HI96816 		    GENERAL CHARITABLE PURPOSES 2,000

DOMESTIC VIOLENT ACTION CENTER

PO BOX 3198
HONOLULU,HI96801 		    GENERAL CHARITABLE PURPOSES 2,000

EASTER SEALS OF HAWAII-SULTAN EARLY

710 GREEN ST
HONOLULU,HI96813 		    GENERAL CHARITABLE PURPOSES 1,000

EDDIE AIKAU FOUNDATION

352 AUWAIOLIMU ST
HONOLULU,HI96813 		    GENERAL CHARITABLE PURPOSES 1,000

FAMILY PROGRAMS

801 SOUTH KING STREET
HONOLULU,HI96813 		    GENERAL CHARITABLE PURPOSES 2,000

FAMILY PROMISE

245 N KUKUI ST
HONOLULU,HI96817 		    GENERAL CHARITABLE PURPOSES 2,000

FRIEND OF THE CHILDRENS JUSTICE CEN

3019 PALI HIGHWAY
HONOLULU,HI96817 		    GENERAL CHARITABLE PURPOSES 1,000

FRIENDS OF HAWAII TECHNOLOGY ACADEM

94 450 MOKUOLA ST
SUITE 200
WAIPAHU,HI96797 		    GENERAL CHARITABLE PURPOSES 2,000

FRIENDS OF HONOLULU CITY LIGHTS

PO BOX 4361
KANEOHE,HI96744 		    GENERAL CHARITABLE PURPOSES 1,000

GRASSROOTS INSTITUTE OF HAWAII

1050 BISHOP STREET
508
HONOLULU,HI96813 		    GENERAL CHARITABLE PURPOSES 3,000

GREGORY HOUSE

200 NORTH VINEYARD BOULEV
SUITE A310
HONOLULU,HI96817 		    GENERAL CHARITABLE PURPOSES 1,000

HABITAT FOR HUMANITY HAWAII ISLAND

PO BOX 4619
KAILUA KONA,HI96745 		    GENERAL CHARITABLE PURPOSES 1,000

HALE KIPA

91 2128 OLD FORT WEAVER R
EWA BEACH,HI96706 		    GENERAL CHARITABLE PURPOSES 2,000

HAWAII BAPTIST ACADEMY

420 WYLLIE STREET
HONOLULU,HI96817 		    GENERAL CHARITABLE PURPOSES 1,000

HAWAII BICYCLE LEAGUE

3442 WAIALAE AVENUE
SUITE 1
HONOLULU,HI96816 		    GENERAL CHARITABLE PURPOSES 1,000

HAWAII FOOD BANK

2611 KILIHAU ST
HONOLULU,HI96819 		    GENERAL CHARITABLE PURPOSES 10,000

HAWAII FOSTER YOUTH COALITION

245 N KUKUI ST
STE 102
HONOLULU,HI96817 		    GENERAL CHARITABLE PURPOSES 2,000

HAWAII LITERACY

245 N KUKUI ST
202
HONOLULU,HI96817 		    GENERAL CHARITABLE PURPOSES 1,000

HAWAII MEALS ON WHEELS

PO BOX 236099
HONOLULU,HI96823 		    GENERAL CHARITABLE PURPOSES 3,000

HAWAII PUBLIC RADIO

738 KAHEKA STREET
SUITE 101
HONOLULU,HI96814 		    GENERAL CHARITABLE PURPOSES 1,000

HAWAII SYMPHONY ORCHESTRA

3610 WAIALAE AVE
HONOLULU,HI96816 		    GENERAL CHARITABLE PURPOSES 1,000

HAWAII THEATRE CENTER

PO BOX 341
HONOLULU,HI96809 		    GENERAL CHARITABLE PURPOSES 2,000

HAWAII YOUTH OPERA CHORUS

PO BOX 22304
HONOLULU,HI96823 		    GENERAL CHARITABLE PURPOSES 1,000

HAWAIIAN HUMANE SOCIETY

2700 WAIALAE AVE
HONOLULU,HI96826 		    GENERAL CHARITABLE PURPOSES 1,000

HEALTHY MOTHERS HEALTHY BABIES

245 N KUKUI ST
STE 102A
HONOLULU,HI96817 		    GENERAL CHARITABLE PURPOSES 1,000

HELPING HANDS HAWAII

2100 N NIMITZ HIGHWAY
HONOLULU,HI96819 		    GENERAL CHARITABLE PURPOSES 2,000

HI'IPAKA LLC DBA WAIMEA VALLEY

WAIMEA VALLEY
59 864 KAMEHAMEHA HWY
HALEIWA,HI96712 		    GENERAL CHARITABLE PURPOSES 1,000

HISTORIC HAWAII FOUNDATION

680 IWILEI ROAD
SUITE 690
HONOLULU,HI96817 		    GENERAL CHARITABLE PURPOSES 1,000

HONOLULU BIENNIAL FOUNDATION

PO BOX 4636
HONOLULU,HI96812 		    GENERAL CHARITABLE PURPOSES 2,000

HONOLULU WALDORF SCHOOL

350 ULUA STREET
HONOLULU,HI96821 		    GENERAL CHARITABLE PURPOSES 1,000

HUGS

3636 KILAUEA AVE
HONOLULU,HI96816 		    GENERAL CHARITABLE PURPOSES 1,000

HUI MAHI'AI AINA

41 902 OLUOLU ST
WAIMANALO,HI96795 		    GENERAL CHARITABLE PURPOSES 15,000

INSTITUTE OF HUMAN SERVICES

PO BOX 17040
HONOLULU,HI96817 		    GENERAL CHARITABLE PURPOSES 5,000

IOLANI PALACE

PO BOX 2259
HONOLULU,HI96804 		    GENERAL CHARITABLE PURPOSES 2,000

IOLANI SCHOOL

563 KAMOKU STREET
HONOLULU,HI96826 		    GENERAL CHARITABLE PURPOSES 1,000

JUNIOR ACHIEVEMENT OF HAWAII

1888 KALAKAUA AVENUE
SUITE C 312
HONOLULU,HI96815 		    GENERAL CHARITABLE PURPOSES 2,000

KAUAI NORTH SHORE FOOD PANTRY

PO BOX 1172
KILAUEA,HI96754 		    GENERAL CHARITABLE PURPOSES 2,000

KAUAI'S HINDU MONASTERY

107 KAHOLALELE ROAD
KAPAA,HI96746 		    GENERAL CHARITABLE PURPOSES 1,000

KIDS HURT TOO

245 N KUKUI ST
STE 102
HONOLULU,HI96817 		    GENERAL CHARITABLE PURPOSES 2,000

KOKUA KALIHI VALLEY COMPREHENSIVE H

2239 NORTH SCHOOL STREET
HONOLULU,HI96819 		    GENERAL CHARITABLE PURPOSES 1,000

KUKUI CHILDREN'S FUND

245 NORTH KUKUI STREET
HONOLULU,HI96817 		    GENERAL CHARITABLE PURPOSES 1,000

LA PIETRA

2933 PONI MOI ROAD
HONOLULU,HI96815 		    GENERAL CHARITABLE PURPOSES 1,000

LANAKILA PACIFIC

1809 BACHELOT STREET
HONOLULU,HI96817 		    GENERAL CHARITABLE PURPOSES 3,000

MADD-HAWAII

745 FORT ST
STE 303
HONOLULU,HI96813 		    GENERAL CHARITABLE PURPOSES 1,000

MAKE A WISH

PO BOX 1877
HONOLULU,HI96805 		    GENERAL CHARITABLE PURPOSES 2,000

MALAMA OLA HEALTH SERVICES

PO BOX 30273
HONLULU,HI96820 		    GENERAL CHARITABLE PURPOSES 2,000

MANOA HERITAGE CENTER

2856 OAHU AVENUE
HONOLULU,HI96822 		    GENERAL CHARITABLE PURPOSES 1,000

MENTAL HEALTH AMERICA OF HAWAII

1136 UNION MALL
SUITE 510
HONOLULU,HI96813 		    GENERAL CHARITABLE PURPOSES 1,000

MID PACIFIC INSTITUTE

2445 KAALA STREET
HONOLULU,HI96822 		    GENERAL CHARITABLE PURPOSES 1,000

MOANALUA GARDEN FOUNDATION

1414 DILLINGHAM BLVD
STE 211
HONOLULU,HI96817 		    GENERAL CHARITABLE PURPOSES 1,000

NATIONAL TROPICAL BOTANICAL GARDEN

3530 PAPALINA ROAD
KALAHEO,HI96741 		    GENERAL CHARITABLE PURPOSES 1,000

NAVIAN

860 IWILEI ROAD
HONOLULU,HI96817 		    GENERAL CHARITABLE PURPOSES 2,000

OAHU SPCA

PO BOX 861673
WAHIAWA,HI96786 		    GENERAL CHARITABLE PURPOSES 1,000

PACIFIC BUDDHIST ACADEMY

1754 LUSITANA STREET
HONOLULU,HI96813 		    GENERAL CHARITABLE PURPOSES 1,000

PACIFIC HOUSE OF MISSION

PO BOX 860969
WAHIAWA,HI96786 		    GENERAL CHARITABLE PURPOSES 1,000

PALAMA SETTLEMENT

810 N VINEYARD BOULEVARD
HONOLULU,HI96817 		    GENERAL CHARITABLE PURPOSES 2,000

PALOLO CHINESE HOUSE

2459 TENTH AVENUE
HONOLULU,HI96816 		    GENERAL CHARITABLE PURPOSES 2,000

PARTNERS IN DEVELOPMENT

2040 BACHELOT ST
HONOLULU,HI96817 		    GENERAL CHARITABLE PURPOSES 1,000

PATCH

560 NORTH NIMITZ HWY
STE 218
HONOLULU,HI96817 		    GENERAL CHARITABLE PURPOSES 1,000

PBS HAWAII

PO BOX 29606
HONOLULU,HI96820 		    GENERAL CHARITABLE PURPOSES 1,000

PEARL HARBOR AVIATION MUSUEM

319 LEXINGTON BOULEVARD
HONOLULU,HI96818 		    GENERAL CHARITABLE PURPOSES 1,000

PUBLIC SCHOOLS OF HAWAII FOUNDATION

PO BOX 4148
HONOLULU,HI96812 		    GENERAL CHARITABLE PURPOSES 1,000

PURPLE MAIA

98 1277 KAAHUMANU STREET
SUITE 106 547
AIEA,HI96701 		    GENERAL CHARITABLE PURPOSES 1,000

READ ALOUD AMERICA-HAWAII CHAPTER

1314 SOUTH KING STREET
SUITE 1056
HONOLULU,HI96814 		    GENERAL CHARITABLE PURPOSES 1,000

READ TO ME INTERNATIONAL

126 QUEEN STREET
SUITE 303
HONOLULU,HI96813 		    GENERAL CHARITABLE PURPOSES 1,000

REHAB FOUNDATION

226 N KUAKINI ST
HONOLULU,HI96817 		    GENERAL CHARITABLE PURPOSES 2,000

RIVER OF LIVE

PO BOX 37939
HONOLULU,HI96837 		    GENERAL CHARITABLE PURPOSES 1,000

RONALD MCDONALD HOUSE CHARITIES OF

PO BOX 61777
HONOLULU,HI96839 		    GENERAL CHARITABLE PURPOSES 2,000

RYSE

PO BOX 11662
HONOLULU,HI96828 		    GENERAL CHARITABLE PURPOSES 2,500

SALVATION ARMY

2950 MANOA ROAD
HONOLULU,HI96822 		    GENERAL CHARITABLE PURPOSES 2,000

SECOH-SPECIAL EDUCATION CENTER OF H

1001 KAMOKILA BLVD
SUITE 259
KAPOLEI,HI96707 		    GENERAL CHARITABLE PURPOSES 2,000

SPECIAL OLYMPICS CENTRAL HONOLULU

91 610 MAUNAKAPU ST
EWA BEACH,HI96706 		    GENERAL CHARITABLE PURPOSES 2,000

SURFRIDER SURF SESSIONS

PO BOX 1677
KAILUA,HI96734 		    GENERAL CHARITABLE PURPOSES 2,000

SUSTAINABLE COASTLINES HAWAII

3160 WAIALAE AVE
STE 120
HONOLULU,HI96816 		    GENERAL CHARITABLE PURPOSES 500

THE FOOD BASKET-HAWAII ISLAND FOOD

40 HOLOMUA ST
HILO,HI96720 		    GENERAL CHARITABLE PURPOSES 2,000

THE MAUI FARM

PO BOX 1776
MAKAWAO,HI96768 		    GENERAL CHARITABLE PURPOSES 1,000

THE PANTRY

2522 ROSE STREET
HONOLULU,HI96819 		    GENERAL CHARITABLE PURPOSES 10,000

THE SEX ABUSE TREATMENT CENTER

55 MERCHANT ST
22ND FLOOR
HONOLULU,HI96813 		    GENERAL CHARITABLE PURPOSES 3,000

THERAPUTIC HORSEMANSHIP OF HAWAII

PO BOX 138
WAIMANALO,HI96795 		    GENERAL CHARITABLE PURPOSES 1,000

UNIVERSITY OF HI FOUNDATION CO MAL

PO BOX 11270
HONOLULU,HI96828 		    GENERAL CHARITABLE PURPOSES 1,000

WAIALUA COMMUNITY ASSOCIATION

66 434 KAMEHAMEHA HIGHWAY
HALEIWA,HI96712 		    GENERAL CHARITABLE PURPOSES 1,000

WAIKIKI COMMUNITY CENTER

310 PAOAKALANI AVE
HONOLULU,HI96815 		    GENERAL CHARITABLE PURPOSES 2,000

WAIKIKI HEALTH

935 MAKAHIKI WAY
HONOLULU,HI96826 		    GENERAL CHARITABLE PURPOSES 2,000

WAIMANALO HEALTH CENTER

41 1347 KALANIANAOLE HWY
WAIMNALO,HI96795 		    GENERAL CHARITABLE PURPOSES 2,000

WOMEN'S FUND OF HAWAII

PO BOX 438
HONOLULU,HI96809 		    GENERAL CHARITABLE PURPOSES 2,000

YMCA-CAMP ERDMAN

1441 PALI HIGHWAY
HONOLULU,HI96813 		    GENERAL CHARITABLE PURPOSES 2,000

ALWAYS DREAM

125 RAILROAD AVENUE
SUITE 203
DANVILLE,CA94526 		    GENERAL CHARITABLE PURPOSES 1,000

EKAL VIDYALAYA FOUNDATION OF INDIA

PO BOX 821369
HOUSTON,TX77282 		    GENERAL CHARITABLE PURPOSES 2,000

HELPING INDIA TOGETHER

500 GENERAL PATTERSON DR
GLENSIDE,PA19038 		    GENERAL CHARITABLE PURPOSES 2,000

IMPACT INDIA 360

1825 E SQUARE LAKE ROAD
TROY,MI48085 		    GENERAL CHARITABLE PURPOSES 2,000

INTERNATIONAL VILLAGE CLINIC

PO BOX 386243
BLOOMINGTON,MN55438 		    GENERAL CHARITABLE PURPOSES 1,000

IPAS

PO BOX 9990
CHAPEL HILL,NC27515 		    GENERAL CHARITABLE PURPOSES 2,000

JA WORLD WIDE WEWORK

131 DARTMOUTH STREET
3RD FLOOR
BOSTON,MA02116 		    GENERAL CHARITABLE PURPOSES 2,000

MONA FOUNDATION

14150 NE 20TH ST
F1 527
BELLEVUE,WA98007 		    GENERAL CHARITABLE PURPOSES 1,000

PRASAD PROJECT

PO BOX 576
FERNDALE,NY12734 		    GENERAL CHARITABLE PURPOSES 1,000

SEVA FOUNDATION

1786 FIFTH STREET
BERKELEY,CA94710 		    GENERAL CHARITABLE PURPOSES 3,000

SHARE AND CARE-INDIA PROGRAMS

350 WEST PASSAIC ST
2ND FLOOR
ROCHELLE PARK,NJ07662 		    GENERAL CHARITABLE PURPOSES 1,000

SUSAN G KOMEN HAWAII

13770 NOEL ROAD
SUITE 801889
DALLAS,TX75380 		    GENERAL CHARITABLE PURPOSES 2,000

THE MIRACLE FOUNDATION

1506 W 6TH STREET
AUSTIN,TX78703 		    GENERAL CHARITABLE PURPOSES 10,000

THE NATURE CONSERVANCY

4245 N FAIRFAX DRIVE
SUITE 100
ARLINGTON,VA22203 		    GENERAL CHARITABLE PURPOSES 1,000

VHPA-SUPPORT A CHILD SAC

PO BOX 1229
MASON,OH45040 		    GENERAL CHARITABLE PURPOSES 1,000

WATUMULL FAMILY CHILDREN'S FUND

650 BELLEVUE WAY
2401
BELLEVUE,WA98004 		    GENERAL CHARITABLE PURPOSES 20,000

WIDE HORIZON'S FOR CHILDREN-INDIA P

391 TOTTEN POND ROAD
SUITE 303
WALTHAM,MA02451 		    GENERAL CHARITABLE PURPOSES 5,000

WATUMULL FAMILY CHILDREN'S FUND

650 BELLEVUE WAY
2401
BELLEVUE,WA98004 		    GENERAL CHARITABLE PURPOSES 500

APOPO

712 H ST NE
WASHINGTON,DC20002 		    GENERAL CHARITABLE PURPOSES 500

CHALLENGED ATHLETES FOUNDATION OF S

9591 WAPLES STREET
SAN DIEGO,CA92121 		    GENERAL CHARITABLE PURPOSES 1,000

SAN DIEGO SECOND CHANCE

6145 IMPERIAL AVENUE
SAN DIEGO,CA92114 		    GENERAL CHARITABLE PURPOSES 500

SANDY HOOK PROMISE

PO BOX 3489
NEWTOWN,CT06470 		    GENERAL CHARITABLE PURPOSES 500

ANERA

1111 14TH ST NW
400
WASHINGTON,DC20005 		    GENERAL CHARITABLE PURPOSES 500

THE LEUKEMIA & LYMPHOMA SOCIETY

PO BOX 22324
NEW YORK,NY10087 		    GENERAL CHARITABLE PURPOSES 1,000

RED HOOK ART PROJECT

291 VAN BRUNT STREET
BROOKLYN,NY11231 		    GENERAL CHARITABLE PURPOSES 500
IYA GARG XXX-XX-XXXX


SCHOLARSHIP DIVISION
PO BOX 752
ITHACA,NY14851 		NONE   SCHOLARSHIP 5,000
IMAN JAIKISHAN XXX-XX-XXXX


PO BOX 3003
LANCASTER,PA17604 		NONE   SCHOLARSHIP 2,000
TARINI KEDAMATH SATHE 17846216


2500 STUDENT ACTIVITIES B
515 E JEFFERSON STREET
ANN ARBOR,MI48109 		NONE   SCHOLARSHIP 2,000
DIYA JHANGIANI XXX-XX-XXXX


STARBUCK CENTER
815 NORTH BROADWAY
SARATOGA SPRINGS,NY12866 		NONE   SCHOLARSHIP 2,000
THORAM SRIRAM LEELA VENKATA DURGA P


800 UNIVERSITY DRIVE
MARYVILLE,MO64468 		NONE   SCHOLARSHIP 2,000
AKHILA CHILUVERU 003216


PO BOX 851
PORTLAND,OR97207 		NONE   SCHOLARSHIP 2,000
ADITYA KRISHNA GANESH RAM XXX-XX-XXXX


701 S NEDDERMAN DR
BOX 19199
ARLINGTON,TX76019 		NONE   SCHOLARSHIP 2,000
SRIVANI EERANAGURU 295608


326 MARKET ST
HARRISBURG,PA17101 		NONE   SCHOLARSHIP 2,000
ANTO JOSEPH BARIGALA CHARLES PAULRA


701 S NEDDERMAN DR
BOX 19199
ARLINGTON,TX76019 		NONE   SCHOLARSHIP 2,000
PRATIVA SAHOO W00360103


320 N DUPONT HIGHWAY
NEW CASTLE,DE19720 		NONE   SCHOLARSHIP 2,000
VAMSI KRISHNA CHITNEEDI 299062


326 MARKET ST
HARRISBURG,PA17101 		NONE   SCHOLARSHIP 2,000
SAI SUMANTH PODURI XXX-XX-XXXX


800 UNIVERSITY DRIVE
MARYVILLE,MO64468 		NONE   SCHOLARSHIP 2,000

ALOHA UNITED WAY

200 N VINEYARD BOULEVARD
SUITE 700
HONOLULU,HI96817 		    GENERAL CHARITABLE PURPOSE 50,000

A FAMILY TREE

1632 S KING ST
HONOLULU,HI96826 		    GENERAL CHARITABLE PURPOSES 2,000

CATHOLIC CHARITIES HAWAII-KONA

73 5618 MAIAU ST B201
KAILUAKONA,HI96740 		    GENERAL CHARITABLE PURPOSES 5,000

HANAHAUOLI SCHOOL

1922 MAKIKI ST
HONOLULU,HI96822 		    GENERAL CHARITABLE PURPOSES 5,000

HAWAII FOREST INDUSTRY ASSOCIATION

7192 KALANIANAOLE HIGHWAY
HONOLULU,HI96825 		    HAWAII WOODSHOW 2023 1,000

HAWAII THEATRE CENTER

1130 BETHEL ST
HONOLULU,HI96813 		    GENERAL CHARITABLE PURPOSES 2,000

HAWAIIAN MISSION HOUSES

553 S KING ST
HONOLULU,HI96813 		    GENERAL CHARITABLE PURPOSES 2,000

HONOLULU MUSEUM OF ART

900 S BERETANIA ST
HONOLULU,HI96814 		    BOLLYWOOD/CLASSICAL MUSIC 25,000

HONOLULU THEATER FOR YOUTH

1164 BISHOP STREET
SUITE 910
HONOLULU,HI96813 		    GENERAL CHARITABLE PURPOSES 2,500

HOOLA NA PUA

PO BOX 22551
HONOLULU,HI96823 		    IN HONOR OF KAREN POLIVKAS 5,000

IMUA FAMILY SERVICE

161 S WAKEA AVE
KAHULUI,HI96732 		    GENERAL CHARITABLE PURPOSES 1,000

KUAKINI FOUNDATION

347 N KUAKINI STREET
HONOLULU,HI96817 		    GENERAL CHARITABLE PURPOSES 1,000

LAWAKUA

737 BISHOP STREET
SUITE 1875 MAUKA TOWER
HONOLULU,HI96813 		    GENERAL CHARITABLE PURPOSES 3,000

LEADERSHIP IN DISABILITIES & ACHIEV

245 N KUKUI S
205
HONOLULU,HI96817 		    GENERAL CHARITABLE PURPOSES 1,000

LEGAL AID SOCIETY OF HAWAII

924 BETHEL STREET
HONOLULU,HI96813 		    GENERAL CHARITABLE PURPOSES 1,000

MANOA VALLEY THEATER

2833 E MANOA RD
HONOLULU,HI96822 		    GENERAL CHARITABLE PURPOSES 3,000

MARYNOLL SCHOOL

1526 ALEXANDER STREET
HONOLULU,HI96822 		    GENERAL CHARITABLE PURPOSES 1,000

MAUI FOOD BANK

760 KOLU ST
WAILUKU,HI96793 		    GENERAL CHARITABLE PURPOSES 10,000

MAUI PREPATORY ACADEMY

4910 HONOAPIILANI HIGHWAY
LAHAINA,HI96761 		    GENERAL CHARITABLE PURPOSES 5,000

OAHU CHORAL SOCIETY

4348 WAIALAE AVENUE
BOX 214
HONOLULU,HI96816 		    GENERAL CHARITABLE PURPOSES 1,000

PALI MOMI FOUNDATION

55 MERCHANT ST
SUITE 2600
HONOLULU,HI96813 		    GENERAL CHARITABLE PURPOSES 1,000

PARENTS AND CHILDREN TOGETHER

1300 HALONA STREET
HONOLULU,HI96817 		    GENERAL CHARITABLE PURPOSES 2,000

PUNAHOU SCHOOL J WATUMULL ENDOWMENT

1601 PUNAHOU STREET
HONOLULU,HI96822 		    GENERAL CHARITABLE PURPOSES 5,000

RED CROSS HAWAII

4155 DIAMOND HEAD ROAD
HONOLULU,HI96816 		    FOR MAUI RELIEF EFFORTS 3,000

SACRED HEARTS ACADEMY

3253 WAIALAE AVENUE
HONOLULU,HI96816 		    PROJECT GRADUATION 1,000

SEABURY HALL

480 OLINDA ROAD
MAKAWAO,HI96768 		    GENERAL CHARITABLE PURPOSES 2,000

SHRINERS HOSPITAL FOR CHILDREN

1310 PUNAHOU ST
HONOLULU,HI96826 		    GENERAL CHARITABLE PURPOSES 2,000

STRAUB FOUNDATION

55 MERCHANT ST
SUITE 2600
HONOLULU,HI96813 		    CAPITAL CAMPAIGN 10,000

TEACH FOR AMERICA-HAWAII

500 ALA MOANA BLVD
SUITE 3 580
HONOLULU,HI96813 		    GENERAL CHARITABLE PURPOSES 5,000

THE MAUI FARM

PO BOX 1776
MAKAWAO,HI96768 		    GENERAL CHARITABLE PURPOSES 2,000

UNIVERSITY OF HAWAII FOUNDATION

PO BOX 11270
HONOLULU,HI96828 		    HELP FEED MAUI 5,000

YWCA

1040 RICHARDS STREET
HONOLULU,HI96813 		    GENERAL CHARITABLE PURPOSES 2,000

WATUMULL CHILDRENS FUND

650 BELLEVUE WAY
2401
BELLEVUE,WA98004 		    INDIA PROGRAMS 10,000
PARSHAV GANDHI XXX-XX-XXXX


CAMPUS BOX 7302
PO BOX 752
RALEIGH,NC27695 		NONE   SCHOLARSHIP 2,000
SAHANA GIRISH XXX-XX-XXXX


620 EAST JOHN STREET MC
CHAMPAIGN,IL61820 		NONE   SCHOLARSHIP 2,000
MEET PATEL XXX-XX-XXXX


SAVITZ HALL 1ST FLOOR 20
515 E JEFFERSON STREET
GLASSBORO,NJ08028 		NONE   SCHOLARSHIP 2,000
SHIRVANI NIMMA BUKKA 1255926


1 UNIVERSITY PARKWAY
815 NORTH BROADWAY
UNIVERSITY PARK,IL60484 		NONE   SCHOLARSHIP 2,000
MANVITHA SIRIBOMMALA 296054


326 MARKET ST
HARRISBURG,PA17101 		NONE   SCHOLARSHIP 2,000
SABYASACHI SAHOO 2021699910


800 W CAMPBELL RD ROC22
RICHARDSON,TX75080 		NONE   SCHOLARSHIP 2,000
DRASHTI GEDIA XXX-XX-XXXX


SAVITZ HALL 1ST FLOOR 20
BOX 19199
GLASSBORO,NJ08028 		NONE   SCHOLARSHIP 2,000
STELLA DONCY 36749902


KETTLER HALL ROOM 102 2
FORT WAYNE,IN46805 		NONE   SCHOLARSHIP 2,000
SAI KRUPA REDDY SURARAPU HV18252


1000 HILLTOP CIRCLE
BOX 19199
BALTIMORE,MD21250 		NONE   SCHOLARSHIP 2,000
SAIKRISHNA MUKTHIVE 298603


326 MARKET ST
HARRISBURG,PA17101 		NONE   SCHOLARSHIP 2,000

ADULT FRIENDS FOR YOUTH

3375 KOAPAKA ST
B290
HONOLULU,HI96819 		    GENERAL CHARITABLE PURPOSES 2,000

ALOHA HARVEST

3599 WAIALAE AVE
SUITE 23
HONOLULU,HI96816 		    GENERAL CHARITABLE PURPOSES 3,000

ALOHA UNITED WAY

200 N VINEYARD BOULEVARD
SUITE 700
HONOLULU,HI96817 		    FOR ALICE PROGRAMS 10,000

BISHOP MUSEUM PLANETARIUM ENDOWMENT

1525 BERNICE STREET
HONOLULU,HI96817 		    GENERAL CHARITABLE PURPOSES 10,000

CATHOLIC CHARITIES HAWAII

1822 KEEAUMOKU STREET
HONOLULU,HI96822 		    GENERAL CHARITABLE PURPOSES 5,000

CENTRAL UNION PRESCHOOL

1660 S BERETANIA STREET
HONOLULU,HI96826 		    GENERAL CHARITABLE PURPOSES 1,000

CHAMINADE UNIVERSITY

3140 WAIALAE AVENUE
HONOLULU,HI96816 		    STUDY ABROAD PROGRAM 10,000

CHILDREN'S DISCOVERY CENTER

111 OHE STREET
HONOLULU,HI96813 		    GENERAL CHARITABLE PURPOSES 2,000

CONSERVATION COUNCIL FOR HAWAII

PO BOX 2923
HONOLULU,HI96802 		    GENERAL CHARITABLE PURPOSES 1,000

UNIVERSITY OF HAWAII FOUNDATION

PO BOX 11270
HONOLULU,HI96828 		    CULINARY INSTITUTE OF THE PACIFIC 3,000

DORIS TODD CHRISTIAN ACADEMY

519 BALDWIN AVENUE
PAIA,HI96779 		    GENERAL CHARITABLE PURPOSES 1,000

EARLY SCHOOL

2510 BINGHAM STREET
HONOLULU,HI96826 		    GENERAL CHARITABLE PURPOSES 1,000

EAST-WEST CENTER FOUNDATION

1601 EAST-WEST ROAD
HONOLULU,HI96848 		    GENERAL CHARITABLE PURPOSES 5,000

THE FILIPINO COMMUNITY CENTER

94-428 MOKUOLA STREET
SUITE 302
WAIPAHU,HI96797 		    GENERAL CHARITABLE PURPOSES 1,000

GIRL SCOUTS OF HAWAII

410 ATKINSON DRIVE
SUITE 2E1
HONOLULU,HI96815 		    GENERAL CHARITABLE PURPOSES 3,000

HANA ARTS

PO BOX 686
HANA,HI96713 		    GENERAL CHARITABLE PURPOSES 1,000

HAPA MANA

3131 WILLIAMS ST
HONOLULU,HI96816 		    GENERAL CHARITABLE PURPOSES 1,000

HAWAI'I HEALTH & HARM REDUCTION CEN

677 ALA MOANA BLVD
SUITE 226
HONOLULU,HI96813 		    GENERAL CHARITABLE PURPOSES 2,000

HAWAII INTERNATIONAL FILM FESTIVAL

680 IWILEI ROAD
SUITE 100
HONOLULU,HI96817 		    GENERAL CHARITABLE PURPOSES 7,500

HAWAII NATURE CENTER

2131 MAKIKI HEIGHTS DRIVE
HONOLULU,HI96822 		    UNDERSERVED KEIKI NATURE PROGRAM 5,000

HAWAIII JUSTICE FOUNDATION

PO BOX 4750
HONOLULU,HI96812 		    GENERAL CHARITABLE PURPOSES 1,000

HEART START HAWAII

1224 KOKO HEAD AVE
HONOLULU,HI96816 		    GENERAL CHARITABLE PURPOSES 2,000

HOOMAA FOUNDATION

86 098 POKAI BAY STREET
WAIANAE,HI96792 		    GENERAL CHARITABLE PURPOSES 1,000

INDIAN CLASSICAL MUSIC CIRCLE OF HA

12 124 OLIANA DRIVE
PAHOA,HI96778 		    GENERAL CHARITABLE PURPOSES 1,000

INSTITUTE OF HUMAN SERVICES

PO BOX 17040
HONOLULU,HI96817 		    KAHAUIKI VILLAGE 5,000

ISLAND PACIFIC ACADEMY

909 HAUMEA STREET
KAPOLEI,HI96707 		    GENERAL CHARITABLE PURPOSES 10,000

JUNIOR LEAGUE OF HONOLULU

1164 BISHOP STREET
SUITE 615
HONOLULU,HI96813 		    GENERAL CHARITABLE PURPOSES 1,000

KAPIOLANI HEALTH FOUNDATION

55 MERCHANT STREET
SUITE 2600
HONOLULU,HI96813 		    GENERAL CHARITABLE PURPOSES 2,000

KAUAI UNITED WAY

4374 KUKUI GROVE ST
STE 201
LIHUE,HI96766 		    GENERAL CHARITABLE PURPOSES 3,000

KUPU

677 ALA MOANA BLVD
SUITE 1200
HONOLULU,HI96813 		    GENERAL CHARITABLE PURPOSES 2,000

UNIVERSITY OF HAWAII FOUNDATION

PO BOX 11270
HONOLULU,HI96828 		    GENERAL CHARITABLE PURPOSES 1,000

MOLOKAI SCHOOL

2140 FARRINGTON AVE
HOOLEHUA,HI96729 		    GENERAL CHARITABLE PURPOSES 1,000

NAVY HALE KEIKI

153 BOUGAINVILLE DRIVE
HONOLULU,HI96818 		    GENERAL CHARITABLE PURPOSES 1,000

PALACE THEATER

38 HAILI STREET
HILO,HI96720 		    GENERAL CHARITABLE PURPOSES 1,000

PROJECT HAWAII INC

PO BOX 1844
KEAAU,HI96749 		    TEEN MENTORING PROGRAM 2,000

PROJECT VISION

PO BOX 212
HONLULU,HI96823 		    GENERAL CHARITABLE PURPOSES 5,000

RYSE

PO BOX 11662
HONOLULU,HI96828 		    FOR WASHING MACHINES 5,000

ST FRANCIS HEALTHCARE FOUNDATION

2228 LILIHA STREET
SUITE 205
HONOLULU,HI96817 		    KUPUNA VILLAGE 1,000

SAINT LOUIS SCHOOL

3142 WAIALAE AVENUE
HONOLULU,HI96822 		    GENERAL CHARITABLE PURPOSES 1,000

THE PANTRY BY FEEDING HAWAII TOGETH

2522 ROSE STREET
HONOLULU,HI96819 		    GENERAL CHARITABLE PURPOSES 10,000

THE PURPLE MAIA FOUNDATION

98-820 MOANALUA RD
15 547
AIEA,HI96701 		    GENERAL CHARITABLE PURPOSES 1,000

UNIVERSITY OF HAWAII FOUNDATION

PO BOX 11270
HONOLULU,HI96828 		    GENERAL CHARITABLE PURPOSES 10,000

URBAN LAND INSTITUTE

PO BOX 1060
HONOLULU,HI96808 		    GENERAL CHARITABLE PURPOSES 3,000

VOLCANO ARTS CENTER

PO BOX 129
VOLCANO,HI96785 		    GENERAL CHARITABLE PURPOSES 1,000

AIM FOR SEVA

PO BOX 639
SAYLORSBURG,PA18353 		    GENERAL CHARITABLE PURPOSES 2,000

CARE

PO BOX 1870
MERRIFIELD,VA22116 		    INDIA PROGRAMS 2,000

CURE BLINDNESS

PO BOX 55
WATERBURY,VT05676 		    GENERAL CHARITABLE PURPOSES 2,000

GOODWILL INDUSTRY

PO BOX 791084
BALTIMORE,MD21279 		    GENERAL CHARITABLE PURPOSES 5,000

HINDU AMERICAN FOUNDATION

910 SEVENTEENTH ST NW
SUITE 315
WASHINGTON,DC20006 		    GENERAL CHARITABLE PURPOSES 1,000

HOMES OF HOPE INDIA PROGRAMS

2125 LOSSEN LOOP 104
WILMINGTON,NC28409 		    GENERAL CHARITABLE PURPOSES 2,000

INDIA DEVELOPMENT AND RELIEF FUND

5821 MOSSROCK DRIVE
NORTH BETHESDA,MD20852 		    GENERAL CHARITABLE PURPOSES 2,000

INTERNATIONAL VILLAGE CLINIC

PO BOX 386243
MINNEAPOLIS,MN55438 		    GENERAL CHARITABLE PURPOSES 1,000

LIONS CLUB

DEPARTMENT 4547
CAROL STREAM,IL60122 		    GENERAL CHARITABLE PURPOSES 1,000

MIRACLE FOUNDATION

1506 W 6TH STREET
AUSTIN,TX78703 		    SCHOLARSHIP FUND 10,000

SEMESTER AT SEA

2243 CENTRE AVE
STE 300
FORT COLLINS,CO80526 		    GENERAL CHARITABLE PURPOSES 2,000

WATUMULL FAMILY CHILDREN'S FUND

650 BELLEVUE WAY
NE 2401
BELLEVUE,WA98004 		    GENERAL CHARITABLE PURPOSES 25,000

WIDE HORIZONS FOR CHILDREN

391 TOTTEN POND ROAD
SUITE 303
WALTHAM,MA02451 		    SLUMS PROJECT 5,000
KIRTHI SURARAPU


6178 COLLEGE STATION DRIV
WILLIAMSBURG,KY40769 		    SCHOLARSHIP 2,000
LAXMAN MUTHE


STUDENT SERVICES BUILDING
800 WASHINGTON STREET SW
BLACKSBURG,VA24061 		    SCHOLARSHIP 2,000
SAHITH REDDY PIDUGU


DUBOURG HALL
1 N GRAND BLVD
ST LOUIS,MO63103 		    SCHOLARSHIP 2,000
GANGA REDDY GADDAM


470 E LOCKWOOD AVE
WEBSTER HALL 101
ST LOUIS,MO63119 		    SCHOLARSHIP 2,000
ARAVIND REDDY KYATHAM


ONE UNIVERSITY PLAZA MS
CAPE GIRARDEAU,MO63701 		    SCHOLARSHIP 2,000
JAGADEESHWAR REDDY GADDAM


DUBOURG HALL
1 N GRAND BLVD
ST LOUIS,MO63103 		    SCHOLARSHIP 2,000
ARCHANA EERU


DUBOURG HALL
1 N GAND BLVD
ST LOUIS,MO63103 		    SCHOLARSHIP 2,000
NAGA SAI PAVAN KUMAR DAKARAPU


800 UNIVERSITY DRIVE
MARYVILLE,MO64468 		    SCHOLARSHIP 2,000
GOWTHAMI KONDA


861 BEDFORD ROAD
PLEASANTVILLE,NY10570 		    SCHOLARSHIP 2,000
KEERTHI BALAJI


KETTLER HALL ROOM 102
2101 EAST COLISEUM BOULEV
FORT WAYNE,IN46805 		    SCHOLARSHIP 2,000
Total .................................right arrow 3a 698,000
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 ........... 		    14 35,609  
4 Dividends and interest from securities ....     14 320,398  
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 ............ 		    18 858,954  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a18 		         
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   1,214,961  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,214,961
(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:
J WATUMULL FUND
EIN:
51-0205431
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX SERVICE FEES 6,492      

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

TY 2023 GainLossSaleOtherAssetsSch
Name:
J WATUMULL FUND
EIN:
51-0205431
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
FIDELITY SHORT TERM GAINS   PURCHASE     8,585 7,879     706  
FIDELITY LONG TERM GAINS   PURCHASE     636,399 487,772     148,627  
FIRST HAWAIIAN BANK LONG TERM LOSSES   PURCHASE     197,773 216,817     -19,044  

TY 2023 InvestmentsCorpBondsSchedule
Name:
J WATUMULL FUND
EIN:
51-0205431
Name of Bond End of Year Book Value End of Year Fair Market Value
SCHEDULE INV ATTACHED 3,035,974 2,891,392

TY 2023 InvestmentsCorpStockSchedule
Name:
J WATUMULL FUND
EIN:
51-0205431
Name of Stock End of Year Book Value End of Year Fair Market Value
SCHEDULE INV ATTACHED 6,816,246 9,294,090

TY 2023 InvestmentsOtherSchedule2
Name:
J WATUMULL FUND
EIN:
51-0205431
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ALT INVESTMENTS AT COST 1,048,009 1,124,873

TY 2023 OtherExpensesSchedule
Name:
J WATUMULL FUND
EIN:
51-0205431
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXPENSES        
MISCELLANEOUS 591      


TY 2023 OtherProfessionalFeesSchedule
Name:
J WATUMULL FUND
EIN:
51-0205431
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FHB INVESTMENT MANAGEMENT FEES 10,800 10,800    
BNY MELLON INV MGMT FEES 34,441 34,441    
FIDELITY INVESTMENT MGMT FEES 18,540 18,540    


TY 2023 TaxesSchedule
Name:
J WATUMULL FUND
EIN:
51-0205431
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE PAYMENT        
FOREIGN TAX W/H DIVS (FIDELITY) 2,270 2,270    
FOREIGN TAX W/H ON DIVIDENDS (FH