Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
HANS AND CLARA ZIMMERMAN FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 3170 DEPT 715
  Room/suite
City or town
HONOLULU
State or province
HI
Country  
ZIP or foreign postal code
968023170
A Employer identification number

99-6006669
B Telephone number (see instructions)

8886433888
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$19,985,762J 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 .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 450,916 450,916  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,029,430
b Gross sales price for all assets on line 6a 5,621,025
7 Capital gain net income (from Part IV, line 2)... 2,029,430
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
39 39  
12 Total. Add lines 1 through 11........ 2,480,385 2,480,385  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 109,052 54,526   54,526
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
5,167 0 0 5,167
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
42,662 42,662   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
55,518 11,085   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
36,353 33   36,320
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 248,752 108,306 0 96,013
25 Contributions, gifts, grants paid....... 777,983 777,983
26 Total expenses and disbursements. Add lines 24 and 25 ................ 1,026,735 108,306 0 873,996
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,453,650
b Net investment income (if negative, enter -0-) 2,372,079
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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............. 44,172 16,843 16,843
2 Savings and temporary cash investments......... 366,672 422,492 422,492
3 Accounts receivable  
Less: allowance for doubtful accounts     0 0
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts 0      
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  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 11,480,746 Click to see attachment
List of Attached Documents:
// Content
12,917,558 		19,546,427
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 11,891,590 13,356,893 19,985,762
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 )    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
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
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 11,891,590 13,356,893
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 11,891,590 13,356,893
30 Total liabilities and net assets/fund balances (see instructions). 11,891,590 13,356,893
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
11,891,590
2
Enter amount from Part I, line 27a .....................
2
1,453,650
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
11,750
4
Add lines 1, 2, and 3 ..........................
4
13,356,990
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
97
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
13,356,893
Form 990-PF (2025)
Form 990-PF (2025)
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 94. ABBVIE INC   2025-05-30 2025-11-21
b 22. ADOBE SYSTEMS INC   2023-11-30 2025-03-06
c 4. ADOBE SYSTEMS INC   2024-09-04 2025-04-22
d 26. ADOBE SYSTEMS INC   2023-11-30 2025-04-22
e 21. AIR PRODUCTS & CHEMICAL INC   2025-03-06 2025-05-30
82. AIR PRODUCTS & CHEMICAL INC   2022-03-17 2025-05-30
169. ALPHABET INC CL C   2022-01-27 2025-03-06
77. ALPHABET INC CL C   2022-07-27 2025-05-30
59. AMAZON.COM INC   2022-04-19 2025-03-06
100. AMAZON.COM INC   2020-09-24 2025-05-30
130. APPLE COMPUTER   2010-09-28 2025-03-06
204. APPLE COMPUTER   2010-09-28 2025-07-09
97. APPLOVIN CORP-CLASS A   2024-10-11 2025-03-06
43. APPLOVIN CORP-CLASS A   2024-10-11 2025-05-30
32. APPLOVIN CORP-CLASS A   2025-07-09 2025-11-21
66. APPLOVIN CORP-CLASS A   2024-10-11 2025-11-21
29. ASTERA LABS INC   2025-05-30 2025-11-21
9. AUTOZONE INC   2023-03-28 2025-05-30
64. BJ'S WHOLESALE CLUB HOLDINGS   2025-05-30 2025-11-21
18. BANK OF AMERICA CORP   2025-07-09 2025-11-21
221.436 ISHARES S&P 500 INDEX FUND   2016-03-24 2025-03-06
20.067 ISHARES S&P 500 INDEX FUND   2016-03-24 2025-05-30
59.552 ISHARES S&P 500 INDEX FUND   2016-03-24 2025-07-09
72.73 ISHARES S&P 500 INDEX FUND   2016-03-24 2025-11-21
503. BAXTER INTL INC   2025-03-06 2025-04-22
82. BERKSHIRE HATHAWAY INC CL B   2012-06-08 2025-07-09
10. BERKSHIRE HATHAWAY INC CL B   2011-08-15 2025-07-09
65174.735 ISHARES MSCI EAFE INTERNATIONAL INDEX F   2022-09-19 2025-03-06
19. BLACKROCK FUNDING INC   2025-03-06 2025-05-30
11. BOSTON SCIENTIFIC CORP   2024-09-04 2025-03-06
124. BOSTON SCIENTIFIC CORP   2023-04-18 2025-03-06
34. BOSTON SCIENTIFIC CORP   2023-04-18 2025-05-30
87. BROADCOM INC   2025-03-06 2025-05-30
31. BURLINGTON STORES INC.   2025-05-30 2025-07-09
56. CADENCE DESIGN SYSTEMS INC   2025-03-06 2025-05-30
9. CADENCE DESIGN SYSTEMS INC   2025-03-06 2025-07-09
261. CAMECO CORPORATION   2025-03-06 2025-05-12
35. CAPITAL ONE FINANCIAL CORP   2025-05-30 2025-11-21
87. CARDINAL HEALTH, INC. COMMON   2025-05-30 2025-09-17
103. CARRIER GLOBAL CORP   2025-03-06 2025-05-30
381. CARRIER GLOBAL CORP   2023-03-28 2025-05-30
39. CHEVRONTEXACO CORP   2025-03-06 2025-05-30
112. CHEVRONTEXACO CORP   2020-11-30 2025-05-30
105. CITIGROUP INC   2025-05-30 2025-11-21
53. CLOUDFLARE INC CLASS A   2025-05-30 2025-07-09
92. COHERENT CORP   2025-03-06 2025-05-30
129. COHERENT CORP   2025-07-09 2025-11-21
17. CONOCOPHILLIPS   2025-05-30 2025-11-21
43. CONSTELLATION ENERGY   2024-11-08 2025-03-06
45. CONSTELLATION ENERGY   2025-05-30 2025-11-21
736. CORE SCIENTIFIC INC   2025-03-06 2025-05-30
25. CORTEVA INC   2025-05-30 2025-11-21
48. DELL TECHNOLOGIES INC.   2024-09-04 2025-03-06
105. DELTA AIR LINES INC   2025-03-06 2025-07-09
105. DIAGEO PLC - SPONSORED ADR   2025-03-06 2025-04-22
119. DISNEY WALT CO   2025-03-06 2025-05-30
113. DISNEY WALT CO   2023-04-18 2025-05-30
301.971 DODGE & COX INTERNATIONAL STOCK FUND CLA   2024-09-04 2025-03-06
1570.368 DODGE & COX INTERNATIONAL STOCK FUND CLA   2022-10-27 2025-03-06
141.309 DODGE & COX INTERNATIONAL STOCK FUND CLA   2015-09-28 2025-05-30
450.185 DODGE & COX INTERNATIONAL STOCK FUND CLA   2015-09-28 2025-11-21
51. DOOR DASH INC - A   2025-03-06 2025-05-30
515. DRAFTKINGS INC CL A   2024-09-04 2025-03-06
211. EASTMAN CHEM CO.   2025-05-30 2025-07-09
131. EMBRAER SA ADR   2020-12-08 2025-03-06
455. EMBRAER SA ADR   2020-12-08 2025-05-30
9. EQUINIX INC   2024-09-04 2025-03-06
36. EXXON MOBIL CORP   2023-04-18 2025-11-21
34. META PLATFORMS INC CL A   2022-04-19 2025-03-06
32. META PLATFORMS INC CL A   2023-03-28 2025-05-30
614.065 FEDERATED HERMES MDT MID CAP GROWTH FUND   2025-03-06 2025-05-30
377. FIRSTENERGY CORP   2025-03-06 2025-05-30
562. FIRSTENERGY CORP   2023-03-28 2025-05-30
48. FREEPORT MCMORAN COPPER & GOLD CLASS B   2025-05-30 2025-11-21
307. GFL ENVIRONMENTAL INC SUB VT   2024-11-08 2025-03-06
118. GFL ENVIRONMENTAL INC SUB VT   2024-11-08 2025-05-30
213. GFL ENVIRONMENTAL INC SUB VT   2023-09-27 2025-05-30
483. GFL ENVIRONMENTAL INC SUB VT   2023-09-27 2025-11-21
80. GENERAL DYNAMICS CORP   2020-11-30 2025-05-30
17. GENERAL MOTORS CO   2025-05-30 2025-11-21
39. GLAUKOS CORP   2025-03-06 2025-05-30
31. GOLDMAN SACHS GROUP INC   2019-06-11 2025-03-06
12. GOLDMAN SACHS GROUP INC   2025-05-30 2025-11-21
210.969 GOLDMAN SACHS INTERNATIONAL SMALL CAP IN   2024-09-04 2025-03-06
6728.113 GOLDMAN SACHS INTERNATIONAL SMALL CAP IN   2022-01-27 2025-03-06
2138.102 GOLDMAN SACHS INTERNATIONAL SMALL CAP IN   2022-01-27 2025-05-30
592.273 GOLDMAN SACHS INTERNATIONAL SMALL CAP IN   2022-01-27 2025-11-21
44. HEICO CORP CL A   2024-07-26 2025-11-21
35. HOME DEPOT INC   2018-11-30 2025-05-30
100. HONEYWELL INTERNATIONAL INC   2025-03-06 2025-05-30
829. INTEL CORP   2025-03-06 2025-04-22
8. INTUITIVE SURGICAL INS   2025-05-30 2025-11-21
161. ISHARES RUSSELL MIDCAP GROWTH INDEX FUND   2024-11-08 2025-05-30
8. JP MORGAN CHASE & CO   2023-01-05 2025-03-06
25. JP MORGAN CHASE & CO   2023-03-28 2025-07-09
165. JP MORGAN CHASE & CO   2010-09-28 2025-07-09
608.524 JOHN HANCOCK DISCIPLINED VALUE INTERNATI   2025-03-06 2025-05-30
337.986 JOHN HANCOCK DISCIPLINED VALUE INTERNATI   2025-03-06 2025-11-21
437.166 JOHN HANCOCK III DISC M/C-IS   2024-09-04 2025-05-30
817.937 JOHN HANCOCK III DISC M/C-IS   2025-03-06 2025-07-09
9. JOHNSON & JOHNSON   2025-03-06 2025-05-30
38. JOHNSON & JOHNSON   2023-03-28 2025-05-30
120. JOHNSON & JOHNSON   2011-02-17 2025-05-30
420.258 JPMORGAN EMERG MRKT EQ-I   2021-02-17 2025-05-30
997.838 JPMORGAN EMERG MRKT EQ-I   2021-02-17 2025-11-21
282. KINDER MORGAN INC   2025-03-06 2025-05-30
851. KINDER MORGAN INC   2023-05-02 2025-05-30
1108. PHILIPS ELECTRONICS NY SHR   2023-03-28 2025-03-06
532. PHILIPS ELECTRONICS NY SHR   2023-03-28 2025-05-12
775.988 LAZARD EMERGING MKTS EQUITY PORT INSTL   2025-03-06 2025-05-30
1244.369 LAZARD EMERGING MKTS EQUITY PORT INSTL   2025-03-06 2025-11-21
39. LIBERTY MEDIA CORP - LIB NEW C   2023-03-28 2025-03-06
33. LIBERTY MEDIA CORP - LIB NEW C   2023-01-05 2025-05-30
47. LIBERTY MEDIA CORP - LIB NEW C   2023-01-05 2025-11-21
11. LILLY ELI & CO   2024-07-26 2025-05-30
13. LILLY ELI & CO   2024-07-26 2025-08-28
78. MARVELL TECHNOLOGY INC   2025-07-09 2025-11-21
59. MCKESSON HBOC INC   2019-06-11 2025-03-06
2. MCKESSON HBOC INC   2025-05-30 2025-11-21
10. MERCADOLIBRE INC   2023-01-05 2025-03-06
7. MERCADOLIBRE INC   2023-01-05 2025-07-09
181. MERCK & CO INC   2023-03-28 2025-05-30
76. METHANEX CORP   2025-03-06 2025-04-22
306. METHANEX CORP   2023-04-18 2025-04-22
186. MICROSOFT CORP   2020-12-22 2025-03-06
52. MICROSOFT CORP   2020-09-24 2025-05-30
45. MOLINA HEALTHCARE INC   2023-09-27 2025-04-22
93. NRG ENERGY INC   2025-05-30 2025-07-09
42. NRG ENERGY INC   2025-03-06 2025-11-21
307. NATERA INC   2022-11-29 2025-03-06
14. NATERA INC   2022-11-29 2025-05-30
13. NATERA INC   2022-11-29 2025-11-21
25. NETFLIX INC   2023-03-28 2025-05-30
107. NETFLIX INC   2022-10-27 2025-11-21
213. NEWMONT MINING CORP   2025-03-06 2025-05-30
375. NEWMONT MINING CORP   2023-03-28 2025-05-30
256. NIKE INC CL B   2025-03-06 2025-04-22
3. NORTHROP CORP   2025-05-30 2025-11-21
275. NVIDIA CORP   2023-01-05 2025-03-06
64. NVIDIA CORP   2023-01-05 2025-11-21
119. ORACLE   2025-05-30 2025-11-21
20. PAYPAL HOLDINGS INC.   2025-03-06 2025-05-30
324. PAYPAL HOLDINGS INC.   2022-11-29 2025-05-30
253. PFIZER INC   2025-03-06 2025-04-22
495. PFIZER INC   2023-04-18 2025-04-22
194. PINTEREST INC CLASS A   2025-05-30 2025-11-21
27. PROCTER & GAMBLE CO   2023-03-28 2025-03-06
12. PROCTER & GAMBLE CO   2022-11-29 2025-05-30
110. PROCTER & GAMBLE CO   2010-09-28 2025-05-30
17278.085 BECKER CONGRESS MID CAP GROWTH-INS   2014-05-08 2025-03-06
31. QUALCOMM INC   2023-03-28 2025-03-06
21. QUALCOMM INC   2023-04-18 2025-05-30
6. QUALCOMM INC   2010-09-28 2025-05-30
96. QUEST DIAGNOSTICS INC COMMON   2020-05-11 2025-05-30
32. RTX CORPORATION   2025-03-06 2025-05-30
237. RTX CORPORATION   2023-03-28 2025-05-30
396. ROBINHOOD MARKETS INC A   2025-05-30 2025-11-21
33. ROBLOX CORP CLASS A   2025-05-30 2025-11-21
57. SHELL PLC NPV ADR   2025-03-06 2025-05-30
191. SHELL PLC NPV ADR   2022-01-27 2025-05-30
17. S&P GLOBAL INC   2023-01-05 2025-03-06
14. S&P GLOBAL INC   2018-11-30 2025-05-30
23. SALESFORCE INC   2021-08-09 2025-03-06
17. SALESFORCE INC   2024-09-04 2025-05-30
26. SALESFORCE INC   2023-03-28 2025-05-30
78. SANOFI ADR   2022-04-29 2025-11-21
53. SAP AG SPONS ADR   2020-11-30 2025-03-06
55. SAP AG SPONS ADR   2020-11-30 2025-05-30
42. CHARLES SCHWAB CORP NEW   2025-03-06 2025-05-30
148. CHARLES SCHWAB CORP NEW   2022-11-29 2025-05-30
34. SEA LTD ADR   2025-03-06 2025-11-21
7. SERVICENOW INC.   2023-11-30 2025-03-06
12. SERVICENOW INC.   2023-03-28 2025-05-30
3. SERVICENOW INC.   2025-07-09 2025-08-28
124. SHOPIFY INC   2025-05-30 2025-11-21
26. SNOWFLAKE INC   2025-03-06 2025-05-30
46. SNOWFLAKE INC   2025-03-06 2025-11-21
143. SOUTHERN CO   2025-03-06 2025-05-30
310. SOUTHERN CO   2023-04-18 2025-05-30
57. SOUTHWEST AIRLINES   2025-05-30 2025-11-21
400. SYSCO CORP   2024-09-04 2025-05-30
30. TAIWAN SEMICONDUCTOR -SP ADR   2025-03-06 2025-11-21
29. TALEN ENERGY CORP   2025-05-30 2025-07-09
62. TALEN ENERGY CORP   2025-05-30 2025-11-21
69. TELEFLEX INC   2025-03-06 2025-04-22
35. TENET HEALTHCARE CORP   2025-07-09 2025-08-28
10. TESLA INC.   2024-11-08 2025-05-30
204. TIMKEN CO   2025-03-06 2025-04-22
49. TRANSDIGM GROUP INC   2022-11-29 2025-03-06
44. US BANCORP   2023-03-28 2025-05-30
265. US BANCORP   2010-09-28 2025-05-30
78. UNITED AIRLINES HOLDINGS INC   2025-03-06 2025-05-30
74. UNITED AIRLINES HOLDINGS INC   2025-03-06 2025-07-09
4. UNITEDHEALTH GROUP INC   2025-05-30 2025-11-21
8. VALERO REFINING & MKTG CO   2025-05-30 2025-11-21
837.468 VANGUARD TOTAL INTL ST INDEX FUND-ADM   2024-09-04 2025-03-06
1570.633 VANGUARD TOTAL INTL ST INDEX FUND-ADM   2024-01-11 2025-03-06
1440.942 VANGUARD TOTAL INTL ST INDEX FUND-ADM   2023-11-30 2025-05-30
76.5 VANGUARD TOTAL INTL ST INDEX FUND-ADM   2013-12-05 2025-07-09
471.002 VANGUARD TOTAL INTL ST INDEX FUND-ADM   2013-12-05 2025-11-21
1482.05 VANGUARD DEVELOPED MARKETS INDEX FUND-AD   2023-11-30 2025-03-06
1111. VANGUARD FTSE DEVELOPED ETF   2025-03-06 2025-05-30
78. VANGUARD FTSE DEVELOPED ETF   2025-03-06 2025-11-21
500. VANGUARD FTSE EMERGING MARKETS ETF   2024-09-04 2025-05-30
31. VANGUARD FTSE EMERGING MARKETS ETF   2024-01-11 2025-05-30
58. VANGUARD FTSE EMERGING MARKETS ETF   2024-01-11 2025-07-09
66. VANGUARD FTSE EMERGING MARKETS ETF   2024-01-11 2025-11-21
98. VANGUARD LONG-TERM CORP BOND   2025-03-06 2025-09-26
1321. VANGUARD LONG-TERM CORP BOND   2024-09-04 2025-09-26
211. VAXCYTE   2023-05-02 2025-03-06
1222.058 VANGUARD TOTL STK MKT IND-AD   2013-12-10 2025-03-06
52.671 VANGUARD TOTL STK MKT IND-AD   2013-12-10 2025-05-30
516.901 VANGUARD TOTL STK MKT IND-AD   2013-12-10 2025-07-09
379.166 VANGUARD TOTL STK MKT IND-AD   2013-12-10 2025-11-21
255. VERIZON COMMUNICATIONS   2025-03-06 2025-05-30
476. VERIZON COMMUNICATIONS   2023-05-02 2025-05-30
42. VERTIV HOLDINGS CO   2024-09-04 2025-05-30
253. VERTIV HOLDINGS CO   2024-09-04 2025-11-21
19. VISA INC CL A SHARES   2022-07-27 2025-03-06
52. VISA INC CL A SHARES   2010-12-17 2025-03-06
43. VISA INC CL A SHARES   2010-12-17 2025-05-30
65. VISA INC CL A SHARES   2010-12-17 2025-11-21
134. VISTRA ENERGY CORP   2025-07-09 2025-11-21
84. WAL-MART STORES INC   2023-03-28 2025-03-06
205. WAL-MART STORES INC   2010-09-28 2025-03-06
929. WARNER BROS DISCOVERY INC   2022-11-29 2025-05-30
57. EATON CORP PLC   2022-01-27 2025-03-06
88. EATON CORP PLC   2021-04-12 2025-05-30
556. JAMES HARDIE IND PLC   2025-07-09 2025-11-21
66. SEAGATE TECHNOLOGY HOLDINGS   2025-05-30 2025-11-21
103. CHUBB LTD   2023-03-28 2025-05-30
220. GLOBAL-E ONLINE LTD   2025-03-06 2025-05-30
13. ASML HOLDING NV NY REG SHS   2025-03-06 2025-07-09
211. NEBIUS GROUP NV   2025-07-09 2025-11-21
CAPITAL GAIN DIVIDENDS P    
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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    
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 22,320   17,444 4,876
b 9,758   13,431 -3,673
c 1,402   2,306 -904
d 9,110   15,873 -6,763
e 5,851   6,496 -645
22,846   18,715 4,131
29,426   21,892 7,534
13,140   9,924 3,216
11,814   9,179 2,635
20,382   15,281 5,101
30,518   1,334 29,184
42,555   2,093 40,462
26,333   14,053 12,280
16,338   6,230 10,108
16,834   11,468 5,366
34,719   9,562 25,157
4,158   2,584 1,574
33,665   13,944 19,721
5,831   7,284 -1,453
929   843 86
148,973   54,196 94,777
13,912   4,911 9,001
43,644   14,575 29,069
56,269   17,801 38,468
14,466   17,566 -3,100
39,079   6,661 32,418
4,766   721 4,045
1,100,150   740,186 359,964
18,487   18,106 381
1,111   897 214
12,520   6,412 6,108
3,559   1,758 1,801
20,735   15,673 5,062
7,787   7,060 727
15,915   13,551 2,364
2,895   2,178 717
13,275   10,982 2,293
7,305   6,601 704
12,990   13,496 -506
7,309   6,652 657
27,038   14,736 12,302
5,329   5,903 -574
15,305   10,231 5,074
10,394   7,919 2,475
10,320   8,662 1,658
6,923   6,114 809
18,157   10,359 7,798
1,491   1,450 41
9,128   10,333 -1,205
15,264   13,604 1,660
7,861   5,870 1,991
1,650   1,763 -113
4,478   5,251 -773
5,274   5,819 -545
11,809   11,931 -122
13,417   12,586 831
12,740   12,191 549
16,868   16,029 839
87,721   57,413 30,308
8,354   5,104 3,250
7,316   4,065 3,251
10,467   9,360 1,107
21,061   17,690 3,371
16,931   16,492 439
6,862   947 5,915
20,814   3,290 17,524
7,916   7,363 553
4,217   4,196 21
21,353   7,388 13,965
20,514   6,464 14,050
40,405   35,788 4,617
15,825   14,373 1,452
23,590   16,243 7,347
1,915   1,837 78
14,310   13,953 357
5,876   5,363 513
10,606   7,286 3,320
21,790   16,082 5,708
22,140   11,197 10,943
1,193   848 345
3,629   4,127 -498
17,696   6,071 11,625
9,360   7,186 2,174
2,808   2,825 -17
89,551   86,388 3,163
31,665   27,304 4,361
9,690   7,471 2,219
10,408   8,195 2,213
12,861   6,137 6,724
22,504   20,835 1,669
16,118   17,214 -1,096
4,505   4,400 105
21,201   20,923 278
1,965   1,085 880
7,079   2,291 4,788
46,720   6,408 40,312
9,487   8,909 578
5,813   4,948 865
12,013   13,019 -1,006
23,867   22,276 1,591
1,396   1,482 -86
5,896   6,510 -614
18,619   7,300 11,319
13,961   20,807 -6,846
39,624   49,403 -9,779
7,883   7,382 501
23,790   14,154 9,636
29,915   18,233 11,682
13,337   7,258 6,079
15,768   14,883 885
29,902   23,867 6,035
3,582   2,476 1,106
3,140   1,958 1,182
4,427   2,789 1,638
8,182   8,933 -751
9,466   10,557 -1,091
6,120   5,614 506
37,541   8,487 29,054
1,736   1,446 290
20,655   9,097 11,558
17,409   5,915 11,494
14,026   11,323 2,703
2,180   3,126 -946
8,779   12,627 -3,848
73,706   38,469 35,237
23,829   10,684 13,145
13,937   15,081 -1,144
14,025   11,496 2,529
6,745   3,841 2,904
43,908   12,800 31,108
2,181   523 1,658
3,060   486 2,574
29,923   7,786 22,137
11,289   3,080 8,209
11,141   9,305 1,836
19,615   7,468 12,147
14,776   19,759 -4,983
1,710   1,447 263
30,513   4,239 26,274
11,738   915 10,823
23,908   19,551 4,357
1,404   1,363 41
22,743   44,259 -21,516
5,662   6,658 -996
11,079   17,520 -6,441
4,833   6,633 -1,800
4,691   3,930 761
2,047   1,742 305
18,760   6,659 12,101
357,656   233,515 124,141
4,795   3,712 1,083
3,042   2,494 548
869   264 605
16,602   10,643 5,959
4,365   4,076 289
32,326   14,482 17,844
43,115   21,311 21,804
3,006   2,841 165
3,780   3,745 35
12,666   9,728 2,938
8,705   3,707 4,998
7,156   2,528 4,628
6,617   5,763 854
4,464   4,220 244
6,827   4,333 2,494
3,858   4,136 -278
14,754   6,386 8,368
16,545   6,627 9,918
3,698   3,189 509
13,032   11,905 1,127
4,473   4,800 -327
6,147   3,508 2,639
12,133   5,147 6,986
2,791   3,036 -245
18,534   12,967 5,567
5,278   4,194 1,084
10,871   7,421 3,450
12,791   12,638 153
27,730   19,431 8,299
1,880   1,904 -24
29,381   31,315 -1,934
8,338   5,322 3,016
8,011   7,048 963
22,854   14,703 8,151
9,039   9,309 -270
6,412   5,947 465
3,502   3,187 315
12,543   15,429 -2,886
65,573   27,119 38,454
1,920   1,677 243
11,566   5,736 5,830
6,144   6,818 -674
5,941   6,468 -527
1,286   1,209 77
1,402   1,031 371
28,491   27,878 613
53,433   47,719 5,714
51,831   40,280 11,551
2,850   2,087 763
18,421   12,852 5,569
24,795   21,875 2,920
61,605   57,864 3,741
4,666   4,062 604
23,467   22,048 1,419
1,455   1,244 211
2,874   2,327 547
3,512   2,648 864
7,569   7,481 88
102,033   102,799 -766
15,665   10,060 5,605
167,715   55,757 111,958
7,441   2,403 5,038
77,375   23,584 53,791
59,738   17,299 42,439
11,198   11,112 86
20,904   17,666 3,238
4,475   3,178 1,297
40,443   19,146 21,297
6,502   3,929 2,573
17,796   881 16,915
15,642   728 14,914
21,488   1,101 20,387
22,759   20,314 2,445
7,993   4,128 3,865
19,507   3,687 15,820
9,077   12,184 -3,107
15,736   8,110 7,626
28,112   12,414 15,698
10,510   15,518 -5,008
15,613   7,791 7,822
30,588   12,210 18,378
6,945   8,687 -1,742
10,376   9,275 1,101
18,065   7,555 10,510
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      116,747
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       4,876
b       -3,673
c       -904
d       -6,763
e       -645
      4,131
      7,534
      3,216
      2,635
      5,101
      29,184
      40,462
      12,280
      10,108
      5,366
      25,157
      1,574
      19,721
      -1,453
      86
      94,777
      9,001
      29,069
      38,468
      -3,100
      32,418
      4,045
      359,964
      381
      214
      6,108
      1,801
      5,062
      727
      2,364
      717
      2,293
      704
      -506
      657
      12,302
      -574
      5,074
      2,475
      1,658
      809
      7,798
      41
      -1,205
      1,660
      1,991
      -113
      -773
      -545
      -122
      831
      549
      839
      30,308
      3,250
      3,251
      1,107
      3,371
      439
      5,915
      17,524
      553
      21
      13,965
      14,050
      4,617
      1,452
      7,347
      78
      357
      513
      3,320
      5,708
      10,943
      345
      -498
      11,625
      2,174
      -17
      3,163
      4,361
      2,219
      2,213
      6,724
      1,669
      -1,096
      105
      278
      880
      4,788
      40,312
      578
      865
      -1,006
      1,591
      -86
      -614
      11,319
      -6,846
      -9,779
      501
      9,636
      11,682
      6,079
      885
      6,035
      1,106
      1,182
      1,638
      -751
      -1,091
      506
      29,054
      290
      11,558
      11,494
      2,703
      -946
      -3,848
      35,237
      13,145
      -1,144
      2,529
      2,904
      31,108
      1,658
      2,574
      22,137
      8,209
      1,836
      12,147
      -4,983
      263
      26,274
      10,823
      4,357
      41
      -21,516
      -996
      -6,441
      -1,800
      761
      305
      12,101
      124,141
      1,083
      548
      605
      5,959
      289
      17,844
      21,804
      165
      35
      2,938
      4,998
      4,628
      854
      244
      2,494
      -278
      8,368
      9,918
      509
      1,127
      -327
      2,639
      6,986
      -245
      5,567
      1,084
      3,450
      153
      8,299
      -24
      -1,934
      3,016
      963
      8,151
      -270
      465
      315
      -2,886
      38,454
      243
      5,830
      -674
      -527
      77
      371
      613
      5,714
      11,551
      763
      5,569
      2,920
      3,741
      604
      1,419
      211
      547
      864
      88
      -766
      5,605
      111,958
      5,038
      53,791
      42,439
      86
      3,238
      1,297
      21,297
      2,573
      16,915
      14,914
      20,387
      2,445
      3,865
      15,820
      -3,107
      7,626
      15,698
      -5,008
      7,822
      18,378
      -1,742
      1,101
      10,510
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2,029,430
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 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 32,972
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 32,972
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 32,972
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 33,567
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 33,567
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 595
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax595 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
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)
HI
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 2025 or the taxable year beginning in 2025? 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 address  
14
The books are in care ofBANK OF HAWAII Telephone no. (808) 694-4393

Located atPO BOX 3170 DEPT 715HONOLULUHI ZIP+4968023170
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
Yes
 
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........
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 		109,052    
PO BOX 3170
HONOLULU,HI96802
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
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.........................  
Form 990-PF (2025)
Form 990-PF (2025)
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
18,566,990
b
Average of monthly cash balances.......................
1b
298,496
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
18,865,486
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
18,865,486
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
282,982
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
18,582,504
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
929,125
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
929,125
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
32,972
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
32,972
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
896,153
4
Recoveries of amounts treated as qualifying distributions................
4
11,750
5
Add lines 3 and 4............................
5
907,903
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
907,903
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, line 26, column (d) ..........
1a
873,996
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
873,996
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 907,903
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 0
b From 2021...... 0
c From 2022...... 0
d From 2023...... 29,178
e From 2024...... 0
f Total of lines 3a through e ........ 29,178
4Qualifying distributions for 2025 from Part
XI, line 4: $ 873,996
a Applied to 2024, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		0
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		0
d Applied to 2025 distributable amount..... 873,996
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 29,178 29,178
(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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		4,729
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 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 0
c Excess from 2023 .... 0
d Excess from 2024 .... 0
e Excess from 2025 .... 0
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 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, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
HAWAII COMMUNITY FOUNDATION
827 FORT STREET MALL
HONOLULU,HI96813
(808) 566-5570
SCHOLARSHPIS@HCF-HAWAII.ORG
bThe form in which applications should be submitted and information and materials they should include:
SEE FOOTNOTE
cAny submission deadlines:
N/A
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
SEE FOOTNOTE
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

UNIVERSITY OF HAWAII AT MANOA -
FBO ALBERT JIANG
2528 THE MALL WEBSTER HALL 301
HONOLULU,HI968222243 		NONE   SCHOLARSHIP 5,650

UNIVERSITY OF HAWAII AT MANOA -
FBO ALEXANDER ROVINSKY
2528 THE MALL WEBSTER HALL 301
HONOLULU,HI968222243 		NONE   SCHOLARSHIP 6,900

UNIVERSITY OF HAWAII AT MANOA -
FBO ANN YANG
2528 THE MALL WEBSTER HALL 301
HONOLULU,HI968222243 		NONE   SCHOLARSHIP 6,370

UNIVERSITY OF HAWAII AT MANOA -
FBO CADE AKAMU
2528 THE MALL WEBSTER HALL 301
HONOLULU,HI968222243 		NONE   SCHOLARSHIP 5,650

UNIVERSITY OF HAWAII AT MANOA -
FBO CAITLIN RAQUEL BACLAY
2528 THE MALL WEBSTER HALL 301
HONOLULU,HI968222243 		NONE   SCHOLARSHIP 6,000

UNIVERSITY OF HAWAII AT MANOA -
FBO CALY AH SOON
2528 THE MALL WEBSTER HALL 301
HONOLULU,HI968222243 		NONE   SCHOLARSHIP 5,650

UNIVERSITY OF HAWAII AT MANOA -
FBO CARLEY PARK
2528 THE MALL WEBSTER HALL 301
HONOLULU,HI968222243 		NONE   SCHOLARSHIP 6,900

UNIVERSITY OF HAWAII AT MANOA -
FBO CHERRY-ANNE PARUBRUB
2528 THE MALL WEBSTER HALL 301
HONOLULU,HI968222243 		NONE   SCHOLARSHIP 6,900

UNIVERSITY OF HAWAII AT MANOA -
FBO CINDY WU
2528 THE MALL WEBSTER HALL 301
HONOLULU,HI968222243 		NONE   SCHOLARSHIP 8,500

UNIVERSITY OF HAWAII AT MANOA -
FBO DUKE ESCOBAR
2528 THE MALL WEBSTER HALL 301
HONOLULU,HI968222243 		NONE   SCHOLARSHIP 4,000

UNIVERSITY OF HAWAII AT MANOA -
FBO ELARIE RANIDO
2528 THE MALL WEBSTER HALL 301
HONOLULU,HI968222243 		NONE   SCHOLARSHIP 6,900

UNIVERSITY OF HAWAII AT MANOA -
FBO EMI LIN LUO
2528 THE MALL WEBSTER HALL 301
HONOLULU,HI968222243 		NONE   SCHOLARSHIP 6,000

UNIVERSITY OF HAWAII AT MANOA -
FBO GERALD BLAISE CORPUZ
2528 THE MALL WEBSTER HALL 301
HONOLULU,HI968222243 		NONE   SCHOLARSHIP 5,650

UNIVERSITY OF HAWAII AT MANOA -
FBO HA TRAN
2528 THE MALL WEBSTER HALL 301
HONOLULU,HI968222243 		NONE   SCHOLARSHIP 5,650

UNIVERSITY OF HAWAII AT MANOA -
FBO HALIAALOHA MAELE-RAMOS
2528 THE MALL WEBSTER HALL 301
HONOLULU,HI968222243 		NONE   SCHOLARSHIP 6,000

UNIVERSITY OF HAWAII AT MANOA -
FBO HARMONI BRENNAN
2528 THE MALL WEBSTER HALL 301
HONOLULU,HI968222243 		NONE   SCHOLARSHIP 6,000

UNIVERSITY OF HAWAII AT MANOA -
FBO HEATHER ZIMMERMAN
2528 THE MALL WEBSTER HALL 301
HONOLULU,HI968222243 		NONE   SCHOLARSHIP 6,000

UNIVERSITY OF HAWAII AT MANOA -
FBO INJI KIM
2528 THE MALL WEBSTER HALL 301
HONOLULU,HI968222243 		NONE   SCHOLARSHIP 7,000

UNIVERSITY OF HAWAII AT MANOA -
FBO JOHNATHAN KIM
2528 THE MALL WEBSTER HALL 301
HONOLULU,HI968222243 		NONE   SCHOLARSHIP 7,000

UNIVERSITY OF HAWAII AT MANOA -
FBO KAI HIRAYAMA
2528 THE MALL WEBSTER HALL 301
HONOLULU,HI968222243 		NONE   SCHOLARSHIP 5,650

UNIVERSITY OF HAWAII AT MANOA -
FBO KAILE OLEYAR
2528 THE MALL WEBSTER HALL 301
HONOLULU,HI968222243 		NONE   SCHOLARSHIP 8,150

UNIVERSITY OF HAWAII AT MANOA -
FBO KAINOA KAULUKUKUI-NARIKAWA
2528 THE MALL WEBSTER HALL 301
HONOLULU,HI968222243 		NONE   SCHOLARSHIP 10,000

UNIVERSITY OF HAWAII AT MANOA -
FBO KASSIDY TRANG
2528 THE MALL WEBSTER HALL 301
HONOLULU,HI968222243 		NONE   SCHOLARSHIP 5,650

UNIVERSITY OF HAWAII AT MANOA -
FBO KAYLA-ANN TILIMWAR
2528 THE MALL WEBSTER HALL 301
HONOLULU,HI968222243 		NONE   SCHOLARSHIP 7,000

UNIVERSITY OF HAWAII AT MANOA -
FBO KELSON OSHIRO
2528 THE MALL WEBSTER HALL 301
HONOLULU,HI968222243 		NONE   SCHOLARSHIP 7,000

UNIVERSITY OF HAWAII AT MANOA -
FBO KULANI DESIMONE
2528 THE MALL WEBSTER HALL 301
HONOLULU,HI968222243 		NONE   SCHOLARSHIP 5,650

UNIVERSITY OF HAWAII AT MANOA -
FBO MAILE AMINE
2528 THE MALL WEBSTER HALL 301
HONOLULU,HI968222243 		NONE   SCHOLARSHIP 5,650

UNIVERSITY OF HAWAII AT MANOA -
FBO MATTHEW WINTERS
2528 THE MALL WEBSTER HALL 301
HONOLULU,HI968222243 		NONE   SCHOLARSHIP 5,650

UNIVERSITY OF HAWAII AT MANOA -
FBO MICHELLE NAGATA
2528 THE MALL WEBSTER HALL 301
HONOLULU,HI968222243 		NONE   SCHOLARSHIP 7,000

UNIVERSITY OF HAWAII AT MANOA -
FBO MIKA ISHII
2528 THE MALL WEBSTER HALL 301
HONOLULU,HI968222243 		NONE   SCHOLARSHIP 6,370

UNIVERSITY OF HAWAII AT MANOA -
FBO NALEHUA O PUNA DONLIN
2528 THE MALL WEBSTER HALL 301
HONOLULU,HI968222243 		NONE   SCHOLARSHIP 10,000

UNIVERSITY OF HAWAII AT MANOA -
FBO ROOSEVELT LU
2528 THE MALL WEBSTER HALL 301
HONOLULU,HI968222243 		NONE   SCHOLARSHP 8,150

UNIVERSITY OF HAWAII AT MANOA -
FBO SAIGE FONG
2528 THE MALL WEBSTER HALL 301
HONOLULU,HI968222243 		NONE   SCHOLARSHIP 6,000

UNIVERSITY OF HAWAII AT MANOA -
FBO SAMANTHA PATANAPAIBOON
2528 THE MALL WEBSTER HALL 301
HONOLULU,HI968222243 		NONE   SCHOLARSHIP 7,250

UNIVERSITY OF HAWAII AT MANOA -
FBO THERESA DAO-NAKAMATSU
2528 THE MALL WEBSTER HALL 301
HONOLULU,HI968222243 		NONE   SCHOLARSHIP 6,370

UNIVERSITY OF HAWAII - MANOA
FBO NIKKI HANAH CABLAY
2528 THE MALL WEBSTER HALL 301
HONOLULU,HI98901 		NONE   SCHOLARSHIP 5,650

UNIVERISITY OF HAWAII AT HILO -
FBO ANGELICA ADAMCZEK
200 W KAWILI ST
HILO,HI967204091 		NONE   SCHOLARSHIP 5,650

CHAMINADE UNIVERSITY OF HONOLULU-
FBO DANIEL BAON
3140 WAIALAE AVE
HONOLULU,HI96816 		NONE   SCHOLARSHIP 6,000

CHAMINADE UNIVERSITY OF HONOLULU-
FBO ARIEL WALLACE-WONG
3140 WAIALAE AVE
HONOLULU,HI96816 		NONE   SCHOLARSHIP 9,500

CHAMINADE UNIVERSITY OF HONOLULU-
FBO ARIEL WONG
3140 WAIALAE AVE
HONOLULU,HI96816 		NONE   SCHOLARSHIP 5,650

CHAMINADE UNIVERSITY OF HONOLULU-
FBO BAILEY WONG
3140 WAIALAE AVE
HONOLULU,HI96816 		NONE   SCHOLARSHIP 5,650

FRANKLIN PIERCE UNIVERSITY
FBO GRACE MYERS
40 UNIVERSITY DRIVE
RINDGE,NH03461 		NONE   SCHOLARSHIP 5,650

TUFTS UNIVERSITY -
FBO AARON SHIINOKI
169 HOLLAND ST
SOMERVILLE,MA021442401 		NONE   SCHOLARSHIP 8,000

YALE UNIVERSITY -
FBO BRYCE TAKENAKA
PO BOX 208356
NEW HAVEN,CT065208356 		NONE   SCHOLARSHIP 8,000

PACIFIC NORTHWEST UNIVERSITY- HEALTH
SCIENCES - FBO NIKKI ZAMANI
200 UNIVERSITY PARKWAY
YAKIMA,WA98901 		NONE   SCHOLARSHIP 6,000

UNIVERSITY OF CALIFORNIA - SAN FRANCISCO
FBO RICHARD HONG
500 PARNASSUS AVE
SAN FRANCISCO,CA94143 		NONE   SCHOLARSHIP 8,000

MGH INSTITUTE OF HEALTH PROFESSIONALS
FBO NANEA KAY
CHARLESTOWN NAVY YARD
BOSTON,MA021294557 		NONE   SCHOLARSHIP 6,000

UNIVERSITY OF NEBRASKA
FBO KAALEA HANAWAHINE
206 S 13TH ST
LINCOLN,NE68508 		NONE   SCHOLARSHIP 6,000

HAWAII PACIFIC UNIVERSITY
FBO KALAI POSIULAII
1164 BISHOP ST
HONOLULU,HI96813 		NONE   SCHOLARSHIP 6,000

HAWAII PACIFIC UNIVERSITY
FBO TONIA CIANCANELLI
1164 BISHOP ST
HONOLULU,HI96813 		NONE   SCHOLARSHIP 2,500

ROSEMAN UNIVERSITY - HEALTH SCIENCES
FBO NICOLE BUI
11 SUNSET WAY
HENDERSON,NV89014 		NONE   SCHOLARSHIP 6,000

LEEWARD COMMUNITY COLLEGE
FBO KRISEN GOUVEIA
96-045 ALA IKE ST
PEARL CITY,HI96782 		NONE   SCHOLARSHIP 7,000

NATIONAL UNIVERSITY -
FBO CASSIDY LASALLE
9388 LIGHTWAVE AVE
SAN DIEGO,CA92123 		NONE   SCHOLARSHIP 7,000

UNIVERSITY OF HAWAII - MAUI
FBO CRYSTAL LANI
310 W KAAHUMANU AVE
KAHULUI,HI967321617 		NONE   SCHOLARSHIP 4,500

YESHIVA UNIVERSITY
FBO KALEILEHUA LOPES
500 W 185TH STREET
NEW YORK,NY100333201 		NONE   SCHOLARSHIP 5,650

OHIO NORTHERN UNIVERSITY
FBO ABIGAIL AKAMINE
525 S MAIN ST
ADA,OH45810 		NONE   SCHOLARSHIP 6,000

QUINNIPIAC UNIVERSITY
FBO MONTANA HUNTER
275 MOUNT CARMEL AVENUE
HAMDEN,CT06518 		NONE   SCHOLARSHIP 8,000

MIDWESTERN UNIVERSITY - ARIZONA
FBO CHIANTI MOTTA
19555 N 59TH AVENUE
GLENDALE,AZ85308 		NONE   SCHOLARSHIP 8,150

A T STILL UNIVERSITY
FBO CAILI CAIN
800 W JEFFERSON ST
KIRKSVILLE,MO63501 		NONE   SCHOLARSHIP 5,650

KANSAS CITY UNIVERSITY OF MEDICINE
& BIOSCIENCES- FBO KENYA SHERMAN
1750 INDEPENDENCE AVE
KANSAS CITY,MO64106 		NONE   SCHOLARSHIP 6,000

CALIFORNIA HEALTH SCIENCES UNIVERSITY -
FBO RACHEL KANEAKUA
1501 VIOLET STREET
COLTON,CA92324 		NONE   SCHOLARSHIP 8,000

FRONTIER NURSING UNIVERISTY
FBO EMILY WARD
2050 LEXINGTON ROAD
VERSAILLES,HI40383 		NONE   SCHOLARSHIP 5,650

BOISE STATE UNIVERSITY
FBO TRISIA MAE CABACCANG
1910 UNIVERSITY DRIVE
BOISE,ID83725 		NONE   SCHOLARSHIP 5,650

UNIVERSITY OF ST AUGUSTINE FOR HEALTH
SCIENCES - FBO JENESIS RIOS
1 UNIVERSITY BLVD ST
ST AUGUSTINE,FL32086 		NONE   SCHOLARSHIP 6,900

UNIVERSITY OF NEVADA- LAS VEGAS
FBO MISTY KAHALE
4505 SOUTH MARYLAND PARKWAY
LAS VEGAS,NV89154 		NONE   SCHOLARSHIP 5,650

PACIFIC LUTHERAN UNIVERSITY
FBO JUDY ANN CABICO
12180 PARK AVENUE S
TACOMA,WA984470035 		NONE   SCHOLARSHIPS 2,500

PACIFIC LUTHERAN UNIVERSITY
FBO TYLER TANAKA
12180 PARK AVENUE S
TACOMA,WA984470035 		NONE   SCHOLARSHIP 5,650

PACIFIC UNIVERSITY -
FBO FAITH BONACORSI
2043 COLLEGE WAY
FOREST GROVE,OR971161756 		NONE   SCHOLARSHIP 6,000

PACIFIC UNIVERSITY -
FBO JAMESIE KAIAOKAMALIE SPENCER
2043 COLLEGE WAY
FOREST GROVE,OR971161756 		NONE   SCHOLARSHIP 5,650

PACIFIC UNIVERSITY -
FBO KALAKAUIKALEWA AUKAI
2043 COLLEGE WAY
FOREST GROVE,OR971161756 		NONE   SCHOLARSHIP 6,000

PACIFIC UNIVERSITY -
FBO KYLEE YAMASHITA
2043 COLLEGE WAY
FOREST GROVE,OR971161756 		NONE   SCHOLARSHIP 5,650

UNIVERSITY OF THE PACIFIC
FBO MIYA HAGA
3601 PACIFIC AVENUE
STOCKTON,CA952110110 		NONE   SCHOLARSHIP 5,650

UNIVERSITY OF WASHINGTON-
FBO BRYCE OKIHIRO
407 GERBERDING HALL
SEATTLE,WA981951210 		NONE   SCHOLARSHIP 5,650

UNIVERSITY OF WASHINGTON-
FBO DAYTON MYERS
407 GERBERDING HALL
SEATTLE,WA981951210 		NONE   SCHOLARSHIP 5,650

UNIVERSITY OF WASHINGTON-
FBO KAILA TAKAI
407 GERBERDING HALL
SEATTLE,WA981951210 		NONE   SCHOLARSHIP 6,900

UNIVERSITY OF WASHINGTON -
FBO RISA SUGAHARA
407 GERBERDING HALL
SEATTLE,WA981951210 		NONE   SCHOLARSHIP 6,900

UNIVERSITY OF WASHINGTON -
FBO SARAH KAUPIKO
407 GERBERDING HALL
SEATTLE,WA981951210 		NONE   SCHOLARSHIP 8,150

UNIVERSITY OF WASHINGTON -
FBO SHAYLA SAYPHONE
407 GERBERDING HALL
SEATTLE,WA981951210 		NONE   SCHOLARSHIP 6,000

UNIVERSITY OF WASHINGTON -
FBO SHIONE MOCHIZUKI
407 GERBERDING HALL
SEATTLE,WA981951210 		NONE   SCHOLARSHIP 6,000

UNIVERSITY OF SOUTHERN CALIFORNIA
FBO ALICIA ZHONG
3500 SOUTH FIGUEROA STREET SUITE 1
LOS ANGELES,CA900898001 		NONE   SCHOLARSHIP 6,370

WESTERN UNIVERSITY OF HEALTH SCIENCES -
FBO CHUNG EUN KIM
309 E 2ND ST
POMONA,CA917661854 		NONE   SCHOLARSHIP 8,000

UNIVERSITY OF HAWAII FOUNDATION

PO BOX 11270
HONOLULU,HI96828 		NONE   JETTA ZIMMERMAN NURSING 241,053

UNIVERISITY OF HAWAII AT HILO -
FBO DESERIE PAGATPATAN
200 W KAWILI ST
HILO,HI967204091 		NONE   SCHOLARSHIP 6,900

UNIVERSITY OF HAWAII AT HILO -
FBO LEILANI AULD
200 W KAWILI ST
HILO,HI967204091 		NONE   SCHOLARSHIP 7,000

UNIVERSITY OF HAWAII AT HILO -
FBO RAELYNN KIYUNA
200 W KAWILI ST
HILO,HI967204091 		NONE   SCHOLARSHIP 6,000
Total ................................. 3a 777,983
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
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 ....     14 450,916  
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 2,029,430  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aSECTION 897 CAPITA 		    1 39  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   2,480,385  
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,480,385
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
HANS AND CLARA ZIMMERMAN FOUNDATION
EIN:
99-6006669
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 5,167     5,167

TY 2025 InvestmentsOtherSchedule2
Name:
HANS AND CLARA ZIMMERMAN FOUNDATION
EIN:
99-6006669
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
SEE ATTACHED STATEMENT AT COST 12,917,558 19,546,427

TY 2025 OtherDecreasesSchedule
Name:
HANS AND CLARA ZIMMERMAN FOUNDATION
EIN:
99-6006669
Description Amount
PROSPERITY PRIOR YR ACTIVITY 97


TY 2025 OtherExpensesSchedule
Name:
HANS AND CLARA ZIMMERMAN FOUNDATION
EIN:
99-6006669
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER NON-ALLOCABLE EXPENSE - 31,700 0   31,700
OTHER NON-ALLOCABLE EXPENSE - 4,620 0   4,620
OTHER EXPENSE (NON-DEDUCTIBLE 33 33   0


TY 2025 OtherIncomeSchedule2
Name:
HANS AND CLARA ZIMMERMAN FOUNDATION
EIN:
99-6006669
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
SECTION 897 CAPITAL GAIN 39 39  


TY 2025 OtherIncreasesSchedule
Name:
HANS AND CLARA ZIMMERMAN FOUNDATION
EIN:
99-6006669
Description Amount
GRANT RECOVERIES 11,750


TY 2025 OtherProfessionalFeesSchedule
Name:
HANS AND CLARA ZIMMERMAN FOUNDATION
EIN:
99-6006669
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 42,662 42,662    


TY 2025 TaxesSchedule
Name:
HANS AND CLARA ZIMMERMAN FOUNDATION
EIN:
99-6006669
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 536 536   0
FEDERAL TAX PAYMENT - PRIOR YE 13,109 0   0
FEDERAL ESTIMATES - INCOME 31,324 0   0
FOREIGN TAXES ON QUALIFIED FOR 8,070 8,070   0
FOREIGN TAXES ON NONQUALIFIED 2,479 2,479   0