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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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$1,327,803J 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... 30,497 30,497  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 113,795
b Gross sales price for all assets on line 6a 356,627
7 Capital gain net income (from Part IV, line 2)... 113,795
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).......      
12 Total. Add lines 1 through 11........ 144,292 144,292  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 13,559 6,779   6,780
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
5,304 5,304   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,383 934   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.......... 27,489 13,020 0 14,020
25 Contributions, gifts, grants paid....... 54,000 54,000
26 Total expenses and disbursements. Add lines 24 and 25 81,489 13,020 0 68,020
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 62,803
b Net investment income (if negative, enter -0-) 131,272
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 30 1,162 1,162
2 Savings and temporary cash investments......... 22,234 23,461 23,461
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).......... 883,315 Click to see attachment
List of Attached Documents:
// Content
944,688 		1,303,180
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) 905,579 969,311 1,327,803
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........ 905,579 969,311
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)..... 905,579 969,311
30 Total liabilities and net assets/fund balances (see instructions). 905,579 969,311
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
905,579
2
Enter amount from Part I, line 27a .....................
2
62,803
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
929
4
Add lines 1, 2, and 3 ..........................
4
969,311
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
969,311
Form 990-PF (2024)
Form 990-PF (2024)
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 3. ACADIA HEALTHCARE CO INC.   2023-01-10 2024-04-05
b 9. ACADIA HEALTHCARE CO INC.   2023-01-10 2024-05-13
c 2. ADOBE SYSTEMS INC   2023-09-06 2024-11-18
d 3. ADVANCED MICRO DEVICES INC   2024-04-05 2024-05-13
e 1. ADVANCED MICRO DEVICES INC   2024-01-05 2024-08-13
6. ADVANCED MICRO DEVICES INC   2022-03-07 2024-08-13
4. ADVANCED MICRO DEVICES INC   2024-09-17 2024-12-19
1. AIR PRODUCTS & CHEMICAL INC   2023-09-06 2024-01-05
1. AIR PRODUCTS & CHEMICAL INC   2022-08-23 2024-01-05
13. ALASKA AIR GROUP INC   2023-09-06 2024-01-05
16. ALASKA AIR GROUP INC   2022-03-07 2024-01-05
1. ALPHABET INC CL C   2023-09-06 2024-01-05
4. ALPHABET INC CL C   2023-09-06 2024-04-05
3. ALPHABET INC CL C   2022-03-07 2024-04-05
7. ALPHABET INC CL C   2022-03-07 2024-08-13
6. ALPHABET INC CL C   2022-03-07 2024-11-18
3. AMAZON.COM INC   2020-09-10 2024-04-05
2. AMAZON.COM INC   2020-09-10 2024-05-13
2. AMAZON.COM INC   2020-09-10 2024-08-13
4. AMAZON.COM INC   2020-09-10 2024-11-18
3. AMAZON.COM INC   2020-09-10 2024-12-19
1. AMERICAN TOWER CORP   2024-01-05 2024-04-05
2. AMGEN INC   2024-01-05 2024-04-05
2. APPLE COMPUTER   2024-01-05 2024-05-13
4. APPLE COMPUTER   2010-10-05 2024-05-13
1. APPLE COMPUTER   2010-10-05 2024-08-13
6. APPLE COMPUTER   2010-10-05 2024-12-19
30. APPLOVIN CORP-CLASS A   2024-05-13 2024-11-18
3. ARES MANAGEMENT CORP A   2024-01-05 2024-04-05
5. ASTERA LABS INC   2024-11-18 2024-12-19
14. ASTRAZENECA PLC SP ADR   2023-01-10 2024-01-05
36. BAKER HUGHES CO   2020-05-08 2024-01-05
18.681 ISHARES S&P 500 INDEX FUND   2016-03-24 2024-04-05
3.637 ISHARES S&P 500 INDEX FUND   2016-03-24 2024-05-13
13.206 ISHARES S&P 500 INDEX FUND   2016-03-24 2024-11-18
13. BLACKBAUD INC   2022-03-07 2024-01-05
325.918 ISHARES MSCI EAFE INTERNATIONAL INDEX F   2024-01-05 2024-04-05
5087.972 ISHARES MSCI EAFE INTERNATIONAL INDEX F   2022-08-24 2024-04-05
1. BLACKROCK FUNDING INC   2024-01-05 2024-11-18
6. BOSTON SCIENTIFIC CORP   2024-04-05 2024-05-13
6. BOSTON SCIENTIFIC CORP   2023-09-06 2024-11-18
1. BURLINGTON STORES INC.   2024-11-18 2024-12-19
1. CME GROUP INC   2024-01-05 2024-04-05
4. CME GROUP INC   2023-03-31 2024-04-05
3. CAMECO CORPORATION   2024-11-18 2024-12-19
4. CISCO SYSTEMS   2022-06-06 2024-08-13
4. CITIGROUP INC   2024-04-05 2024-08-13
4. CONSTELLATION ENERGY   2024-05-13 2024-11-18
3. CONSTELLATION ENERGY   2024-08-13 2024-12-19
37. COUPANG INC   2024-11-18 2024-12-19
1. DANAHER CORP   2020-09-10 2024-01-05
3. DANAHER CORP   2024-08-13 2024-11-18
2. DANAHER CORP   2020-09-10 2024-11-18
7. DATADOG INC CLASS A   2023-09-06 2024-01-05
2. DATADOG INC CLASS A   2022-08-23 2024-01-05
4. DELL TECHNOLOGIES INC.   2024-09-17 2024-12-19
3. DIAMONDBACK ENERGY INC.   2024-04-05 2024-08-13
3. DISNEY WALT CO   2020-05-08 2024-05-13
7.692 DODGE & COX INTERNATIONAL STOCK FUND CLA   2024-01-05 2024-05-13
12.238 DODGE & COX INTERNATIONAL STOCK FUND CLA   2022-03-09 2024-05-13
10. DOLLAR TREE INC   2024-08-13 2024-09-17
24. DRAFTKINGS INC CL A   2023-09-06 2024-01-05
12. DRAFTKINGS INC CL A   2024-08-13 2024-12-19
13. EOG RESOURCES INC   2023-01-10 2024-01-05
2. EOG RESOURCES INC   2023-09-06 2024-04-05
2. EOG RESOURCES INC   2023-01-10 2024-04-05
63. EMBRAER SA ADR   2021-04-07 2024-04-05
1. EMBRAER SA ADR   2024-08-13 2024-12-19
5. EMBRAER SA ADR   2021-04-07 2024-12-19
1. EXXON MOBIL CORP   2024-04-05 2024-08-13
1. EXXON MOBIL CORP   2024-04-05 2024-11-18
1. META PLATFORMS INC CL A   2023-04-26 2024-04-05
1. META PLATFORMS INC CL A   2023-03-31 2024-04-05
3. META PLATFORMS INC CL A   2023-03-31 2024-12-19
224.149 FEDERATED HERMES TOTAL RETURN BOND FUND   2014-09-25 2024-08-13
5. FIRSTENERGY CORP   2023-01-10 2024-05-13
2. FIRSTENERGY CORP   2023-01-10 2024-11-18
23. GFL ENVIRONMENTAL INC SUB VT   2023-03-31 2024-04-05
20. GFL ENVIRONMENTAL INC SUB VT   2024-11-18 2024-12-19
96.189 GOLDMAN SACHS INTERNATIONAL SMALL CAP IN   2024-01-05 2024-04-05
15.951 GOLDMAN SACHS INTERNATIONAL SMALL CAP IN   2023-09-06 2024-05-13
33.285 GOLDMAN SACHS INTERNATIONAL SMALL CAP IN   2015-07-01 2024-05-13
73.894 GOLDMAN SACHS INTERNATIONAL SMALL CAP IN   2024-08-13 2024-11-18
421.683 GOLDMAN SACHS INTERNATIONAL SMALL CAP IN   2015-07-01 2024-11-18
70. GROCERY OUTLET HOLDING CORP   2024-08-13 2024-11-18
3. HOME DEPOT INC   2023-09-06 2024-12-19
21. INTERNATIONAL PAPER CO   2022-06-06 2024-04-05
1. INTUIT COM   2020-09-10 2024-05-13
4. JP MORGAN CHASE & CO   2023-09-06 2024-01-05
1. JP MORGAN CHASE & CO   2023-03-31 2024-11-18
25.978 JOHN HANCOCK III DISC M/C-IS   2024-01-05 2024-04-05
72.988 JOHN HANCOCK III DISC M/C-IS   2022-03-07 2024-04-05
43.864 JOHN HANCOCK III DISC M/C-IS   2024-08-13 2024-11-18
3.814 JOHN HANCOCK III DISC M/C-IS   2022-03-07 2024-11-18
2. JOHNSON & JOHNSON   2023-03-31 2024-04-05
26.871 JPMORGAN EMERG MRKT EQ-I   2021-04-07 2024-04-05
13.23 JPMORGAN EMERG MRKT EQ-I   2021-04-07 2024-05-13
71. PHILIPS ELECTRONICS NY SHR   2022-08-23 2024-05-13
.202 PHILIPS ELECTRONICS NY SHR   2023-03-31 2024-05-16
4. PHILIPS ELECTRONICS NY SHR   2023-01-10 2024-08-13
1. PHILIPS ELECTRONICS NY SHR   2023-01-10 2024-11-18
2. LIBERTY MEDIA CORP - LIB NEW C   2023-03-31 2024-01-05
5. LIBERTY MEDIA CORP - LIB NEW C   2023-03-31 2024-04-05
14. MGM RESORTS INTERNATIONAL   2022-06-06 2024-01-05
1. MARTIN MARIETTA MATERIALS   2023-03-31 2024-01-05
2. MARTIN MARIETTA MATERIALS   2023-03-31 2024-04-05
2. MARTIN MARIETTA MATERIALS   2023-03-31 2024-11-18
10. MARVELL TECHNOLOGY INC   2023-01-10 2024-04-05
11. MARVELL TECHNOLOGY INC   2023-01-10 2024-08-13
9. MARVELL TECHNOLOGY INC   2023-01-10 2024-09-17
1. MCKESSON HBOC INC   2020-05-08 2024-04-05
2. MCKESSON HBOC INC   2020-05-08 2024-11-18
3. MERCK & CO INC   2023-01-10 2024-08-13
1. METHANEX CORP   2023-03-31 2024-08-13
1. MICROSOFT CORP   2024-01-05 2024-04-05
7. MICROSOFT CORP   2020-09-10 2024-04-05
5. MICROSOFT CORP   2020-09-10 2024-11-18
3. MICROSOFT CORP   2020-09-10 2024-12-19
4. MICRON TECH INC   2024-04-05 2024-08-13
11. MICRON TECH INC   2024-05-13 2024-11-18
19. MOBILEYE GLOBAL INC A   2023-09-06 2024-01-05
18. MOBILEYE GLOBAL INC A   2024-04-05 2024-07-31
1. MONGODB INC   2024-01-05 2024-07-12
7. NRG ENERGY INC   2024-08-13 2024-12-19
8. NATERA INC   2024-01-05 2024-04-05
8. NATERA INC   2022-08-23 2024-04-05
5. NATERA INC   2022-08-23 2024-05-13
4. NATERA INC   2022-08-23 2024-08-13
9. NATERA INC   2023-01-10 2024-11-18
1. NETFLIX INC   2024-05-13 2024-08-13
1. NETFLIX INC   2023-01-10 2024-08-13
12. NEWMONT MINING CORP   2024-04-05 2024-11-18
13. NEWMONT MINING CORP   2023-09-06 2024-11-18
1. NVIDIA CORP   2023-01-10 2024-01-05
3. NVIDIA CORP   2023-01-10 2024-04-05
7. NVIDIA CORP   2023-01-10 2024-08-13
12. NVIDIA CORP   2023-01-10 2024-11-18
8. NVIDIA CORP   2023-01-10 2024-12-19
6. NUVALENT INC-A   2024-01-05 2024-08-13
6. ON SEMICONDUCTOR CORPORATION   2023-09-06 2024-01-05
3. PAYPAL HOLDINGS INC.   2020-09-10 2024-08-13
8. PAYPAL HOLDINGS INC.   2022-06-06 2024-12-19
11. PINTEREST INC CLASS A   2024-01-05 2024-05-13
33. PINTEREST INC CLASS A   2024-04-05 2024-12-19
38.012 T ROWE PRICE INSTITUTIONAL EMERGING MARK   2023-09-06 2024-01-05
419.333 T ROWE PRICE INSTITUTIONAL EMERGING MARK   2022-08-23 2024-01-05
3. PROCTER & GAMBLE CO   2023-03-31 2024-08-13
69.219 CONGRESS MID CAP GROWTH-INS   2024-01-05 2024-04-05
69.876 CONGRESS MID CAP GROWTH-INS   2022-06-06 2024-04-05
218.576 CONGRESS MID CAP GROWTH-INS   2024-08-13 2024-11-18
484.825 CONGRESS MID CAP GROWTH-INS   2023-01-10 2024-11-18
575.179 CONGRESS MID CAP GROWTH-INS   2014-02-18 2024-12-19
2. QUALCOMM INC   2024-01-05 2024-04-05
3. QUALCOMM INC   2023-03-31 2024-04-05
4. QUEST DIAGNOSTICS INC COMMON   2023-03-31 2024-04-05
2. RTX CORPORATION   2024-01-05 2024-08-13
2. RTX CORPORATION   2023-03-31 2024-08-13
1. RTX CORPORATION   2024-11-18 2024-12-19
2. S&P GLOBAL INC   2022-08-23 2024-04-05
1. SANOFI ADR   2022-06-06 2024-11-18
2. SAREPTA THERAPEUTICS INC   2024-05-13 2024-08-13
21. SCHLUMBERGER LTD   2023-03-31 2024-04-05
2. CHARLES SCHWAB CORP NEW   2023-01-10 2024-01-05
3. CHARLES SCHWAB CORP NEW   2023-01-10 2024-05-13
1. CHARLES SCHWAB CORP NEW   2023-01-10 2024-12-19
1. SERVICENOW INC.   2024-01-05 2024-05-13
3. SNOWFLAKE INC-CLASS A   2024-04-05 2024-07-12
7. STARBUCKS CORP   2022-06-06 2024-04-05
1. STRYKER CORP   2024-05-13 2024-08-13
4. SYSCO CORP   2024-01-05 2024-05-13
3. TESLA INC.   2022-06-06 2024-05-13
9. THE TRADE DESK, INC. CL A   2022-07-05 2024-01-05
2. TRANSDIGM GROUP INC   2021-05-12 2024-11-18
14. TRANSMEDICS GROUP INC   2023-09-06 2024-01-05
10. TRANSMEDICS GROUP INC   2023-01-10 2024-04-05
23. TRIP.COM GROUP LTD-ADR   2023-03-31 2024-01-05
8. US BANCORP   2022-03-07 2024-05-13
3. UBER TECHNOLOGIES INC   2024-01-05 2024-04-05
6. UBER TECHNOLOGIES INC   2024-01-05 2024-05-13
10. UBER TECHNOLOGIES INC   2024-01-05 2024-09-17
3. UNITEDHEALTH GROUP INC   2020-09-10 2024-04-05
2. UNITEDHEALTH GROUP INC   2024-11-18 2024-12-13
64.053 VANGUARD TOTAL INTL ST INDEX FUND-ADM   2022-03-09 2024-04-05
51.866 VANGUARD TOTAL INTL ST INDEX FUND-ADM   2022-03-09 2024-05-13
546.666 VANGUARD TOTAL BOND MARKET INDEX FUND AD   2013-12-03 2024-08-13
39.166 VANGUARD TOTAL BOND MARKET INDEX FUND AD   2013-12-03 2024-12-19
29. VANGUARD FTSE DEVELOPED ETF   2024-04-05 2024-05-13
120. VANGUARD FTSE DEVELOPED ETF   2024-04-05 2024-11-18
2. VANGUARD LONG-TERM CORP BOND   2023-03-31 2024-01-05
2. VANGUARD LONG-TERM CORP BOND   2023-03-31 2024-08-13
11. VAXCYTE   2023-04-26 2024-04-05
9. VAXCYTE   2023-04-26 2024-11-18
122.981 VANGUARD TOTL STK MKT IND-AD   2013-12-06 2024-04-05
21.097 VANGUARD TOTL STK MKT IND-AD   2013-12-06 2024-05-13
18.366 VANGUARD TOTL STK MKT IND-AD   2013-12-06 2024-08-13
72.38 VANGUARD TOTL STK MKT IND-AD   2013-12-06 2024-11-18
8.166 VANGUARD TOTL STK MKT IND-AD   2013-12-06 2024-12-19
33. VERIZON COMMUNICATIONS   2023-03-31 2024-01-05
2. VERIZON COMMUNICATIONS   2023-03-31 2024-08-13
12. VERTIV HOLDINGS CO   2024-01-05 2024-04-05
3. VISA INC CL A SHARES   2011-01-05 2024-01-05
2. VISA INC CL A SHARES   2011-01-05 2024-04-05
4. VISA INC CL A SHARES   2011-01-05 2024-08-13
8. WABTEC CORPORATION   2023-01-10 2024-01-05
3. WABTEC CORPORATION   2022-08-23 2024-01-05
5. WABTEC CORPORATION   2022-08-23 2024-05-13
5. WAL-MART STORES INC   2023-03-31 2024-04-05
8. WAL-MART STORES INC   2023-01-10 2024-08-13
1. WAL-MART STORES INC   2010-10-05 2024-12-19
2. EATON CORP PLC   2022-03-07 2024-12-19
4. MEDTRONIC PLC   2020-05-08 2024-05-13
23. MEDTRONIC PLC   2023-03-31 2024-08-13
1. ASML HOLDING NV NY REG SHS   2024-08-13 2024-09-17
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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    
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    
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 227   248 -21
b 641   659 -18
c 997   1,123 -126
d 455   450 5
e 141   139 2
843   637 206
475   602 -127
269   293 -24
269   261 8
494   525 -31
608   724 -116
138   135 3
616   541 75
462   383 79
1,159   894 265
1,054   767 287
554   483 71
373   322 51
340   322 18
807   644 163
673   483 190
191   215 -24
542   606 -64
374   362 12
747   41 706
221   10 211
1,501   62 1,439
8,895   2,556 6,339
401   350 51
620   350 270
959   1,005 -46
1,199   523 676
11,393   4,572 6,821
2,228   890 1,338
9,131   3,232 5,899
1,068   769 299
5,198   4,754 444
81,153   57,584 23,569
1,049   785 264
436   354 82
545   304 241
284   271 13
212   200 12
846   761 85
158   170 -12
181   182 -1
232   247 -15
917   858 59
681   570 111
840   898 -58
230   181 49
691   782 -91
461   362 99
815   585 230
233   206 27
447   465 -18
591   613 -22
317   323 -6
406   376 30
645   550 95
728   1,192 -464
796   733 63
469   486 -17
1,564   1,655 -91
272   266 6
272   255 17
1,607   666 941
36   33 3
182   53 129
118   121 -3
120   121 -1
526   211 315
526   210 316
1,807   630 1,177
2,159   2,479 -320
199   212 -13
83   85 -2
789   797 -8
902   901 1
1,238   1,120 118
208   185 23
434   357 77
958   955 3
5,465   4,529 936
1,244   1,350 -106
1,162   844 318
812   829 -17
628   322 306
690   567 123
245   130 115
764   700 64
2,147   1,894 253
1,379   1,269 110
120   99 21
305   330 -25
820   1,160 -340
411   571 -160
1,913   1,216 697
5   3 2
113   62 51
26   16 10
125   148 -23
342   344 -2
630   493 137
486   353 133
1,241   705 536
1,166   705 461
719   368 351
705   404 301
652   331 321
538   135 403
1,231   270 961
342   333 9
44   46 -2
425   368 57
2,972   1,450 1,522
2,080   1,036 1,044
1,317   622 695
390   493 -103
1,074   1,353 -279
565   694 -129
370   568 -198
252   367 -115
629   581 48
779   493 286
779   399 380
519   249 270
468   199 269
1,343   409 934
648   615 33
648   325 323
504   478 26
546   499 47
492   157 335
2,636   471 2,165
808   110 698
1,677   188 1,489
1,052   126 926
435   437 -2
454   526 -72
196   574 -378
696   1,284 -588
459   399 60
978   1,183 -205
1,191   1,242 -51
13,138   14,601 -1,463
500   361 139
1,818   1,631 187
1,836   1,790 46
5,749   5,342 407
12,751   8,215 4,536
13,212   7,776 5,436
343   274 69
514   371 143
523   516 7
233   171 62
233   195 38
116   120 -4
861   714 147
48   54 -6
264   262 2
1,152   1,099 53
135   171 -36
225   256 -31
74   85 -11
726   677 49
405   461 -56
609   539 70
328   324 4
302   303 -1
515   786 -271
612   396 216
2,502   1,007 1,495
1,047   1,016 31
837   557 280
879   867 12
333   406 -73
233   174 59
395   348 47
727   579 148
1,367   924 443
1,054   1,166 -112
2,066   1,979 87
1,703   1,602 101
5,346   5,817 -471
371   417 -46
1,458   1,443 15
5,925   5,970 -45
156   159 -3
158   159 -1
707   467 240
771   382 389
15,402   5,620 9,782
2,650   964 1,686
2,388   839 1,549
10,269   3,308 6,961
1,152   373 779
1,330   1,363 -33
81   78 3
1,015   483 532
778   54 724
554   36 518
1,043   72 971
1,007   806 201
377   273 104
829   455 374
298   243 55
542   174 368
94   18 76
674   293 381
334   395 -61
1,884   2,483 -599
803   870 -67
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
      9,388
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       -21
b       -18
c       -126
d       5
e       2
      206
      -127
      -24
      8
      -31
      -116
      3
      75
      79
      265
      287
      71
      51
      18
      163
      190
      -24
      -64
      12
      706
      211
      1,439
      6,339
      51
      270
      -46
      676
      6,821
      1,338
      5,899
      299
      444
      23,569
      264
      82
      241
      13
      12
      85
      -12
      -1
      -15
      59
      111
      -58
      49
      -91
      99
      230
      27
      -18
      -22
      -6
      30
      95
      -464
      63
      -17
      -91
      6
      17
      941
      3
      129
      -3
      -1
      315
      316
      1,177
      -320
      -13
      -2
      -8
      1
      118
      23
      77
      3
      936
      -106
      318
      -17
      306
      123
      115
      64
      253
      110
      21
      -25
      -340
      -160
      697
      2
      51
      10
      -23
      -2
      137
      133
      536
      461
      351
      301
      321
      403
      961
      9
      -2
      57
      1,522
      1,044
      695
      -103
      -279
      -129
      -198
      -115
      48
      286
      380
      270
      269
      934
      33
      323
      26
      47
      335
      2,165
      698
      1,489
      926
      -2
      -72
      -378
      -588
      60
      -205
      -51
      -1,463
      139
      187
      46
      407
      4,536
      5,436
      69
      143
      7
      62
      38
      -4
      147
      -6
      2
      53
      -36
      -31
      -11
      49
      -56
      70
      4
      -1
      -271
      216
      1,495
      31
      280
      12
      -73
      59
      47
      148
      443
      -112
      87
      101
      -471
      -46
      15
      -45
      -3
      -1
      240
      389
      9,782
      1,686
      1,549
      6,961
      779
      -33
      3
      532
      724
      518
      971
      201
      104
      374
      55
      368
      76
      381
      -61
      -599
      -67
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 113,795
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 1,825
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 1,825
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 1,825
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 508
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.............. 7 508
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 1,317
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 2025 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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 		13,559    
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 (2024)
Form 990-PF (2024)
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 (2024)
Form 990-PF (2024)
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
1,282,071
b
Average of monthly cash balances.......................
1b
12,292
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,294,363
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
1,294,363
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
19,415
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,274,948
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
63,747
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
63,747
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
1,825
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,825
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
61,922
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
61,922
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
61,922
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
68,020
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
68,020
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 61,922
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 7,377
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 0
e From 2023...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 68,020
a Applied to 2023, but not more than line 2a 7,377
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 2024 distributable amount..... 60,643
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		1,279
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 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 ENCLOSED FOOTNOTE
Form 990-PF (2024)
Form 990-PF (2024)
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 34,000

CHAMINADE UNIVERSITY OF HONOLULU

3140 WAIALAE AVE
HONOLULU,HI96816 		NONE PC SCHOLARSHIP AT CHAMINADE 20,000
Total .................................right arrow 3a 54,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
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 30,497  
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 ............ 		    18 113,795  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   144,292  
13Total. Add line 12, columns (b), (d), and (e)..................
13
144,292
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 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 2024 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 944,688 1,303,180

TY 2024 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 2024 OtherIncreasesSchedule
Name:
FREDERIC DUCLOS BARSTOW FOUNDATION
EIN:
99-6002185
Description Amount
MUTUAL FUND TIMING DIFFERENCE 929


TY 2024 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 5,304 5,304    


TY 2024 TaxesSchedule
Name:
FREDERIC DUCLOS BARSTOW FOUNDATION
EIN:
99-6002185
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 39 39   0
FEDERAL ESTIMATES - INCOME 449 0   0
FOREIGN TAXES ON QUALIFIED FOR 709 709   0
FOREIGN TAXES ON NONQUALIFIED 186 186   0