2018 990

IC

U BL

*P

**

E

R

SU

C LO

D IS

O

C

PY

** *

IC

U BL

*P

**

E

R

SU

C LO

D IS

O

C

PY

** *

HAW0006 11/13/2019 9:58 AM Pg 8

Form 990 (2018)

Part III 1

HAWAII COMMUNITY FOUNDATION

99-0261283

Statement of Program Service Accomplishments Check if Schedule O contains a response or note to any line in this Part III

Page

2

.......................................

Briefly describe the organization's mission:

SEE . . . . . . STATEMENT . . . . . . . . . . . . . . . . . . . . . .1 ............................................................................................................................... . .......................................................................................................................................................... . ..........................................................................................................................................................

2

Did the organization undertake any significant program services during the year which were not listed on the prior Form 990 or 990-EZ? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

If "Yes," describe these new services on Schedule O. Did the organization cease conducting, or make significant changes in how it conducts, any program services? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

If "Yes," describe these changes on Schedule O. Describe the organization's program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.

3

4

Yes

X

No

Yes

X

No

) (Expenses $ . . . .49,551,135 ) (Revenue $ . . . . . . . . . . .681,555 ........ . . . . . . . . . . . . . . . . . . . . . . including grants of$ . . . .45,571,650 ..................... ............... ) HAWAII COMMUNITY FOUNDATION THROUGH ITS GRANTMAKING AND PROGRAM SERVICES . ..........................................................................................................................................................

HAS . . . . . . ASSISTED . . . . . . . . . . . . . . . . . . . .1,043 . . . . . . . . . . . . .ORGANIZATIONS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . AND . . . . . . . . . OTHERS . . . . . . . . . . . . . . . TO . . . . . . .ACHIEVE .................A . . . . .BETTER . . . . . . . . . . . . . . .COMMUNITY ..................

IN. . . .HAWAII. GRANT MAKING OCCURS IN SIX DIFFERENT PROGRAM AREAS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .AS ......................

DESCRIBED . . . . . . . . . . . . . . . . . . . ON . . . . . . .THE . . . . . . . . .ATTACHED . . . . . . . . . . . . . . . . . . . STATEMENT . . . . . . . . . . . . . . . . . . . . . .(SEE . . . . . . . . . . .STATEMENT . . . . . . . . . . . . . . . . . . . . . .#2-NOTE: . . . . . . . . . . . . . . . . . . . TIMING ...........................

DIFFERENCES & INCLUSION OF ADMINISTRATIVE EXPENSES RESULT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .IN ......A . . . . .DIFFERENCE ....................

IN. . . .TOTALS) .......................................................................................................................................................

C

O

PY

** *

4a (Code:

E

. ..........................................................................................................................................................

R

. ..........................................................................................................................................................

SU

. .......................................................................................................................................................... . ..........................................................................................................................................................

C LO

. ..........................................................................................................................................................

) (Expenses $ . . . . . . . . . . 872,641 ) (Revenue $ . . . . . . . . . . .766,885 ........ . . . . . . . . . . . . . . . . including grants of $ . . . . . . . . . . . . . . . . . . . . . . . . . ............... ) HAWAII COMMUNITY FOUNDATION ASSISTS PRIVATE FOUNDATIONS AND OTHER . ..........................................................................................................................................................

ORGANIZATIONS . . . . . . . . . . . . . . . . . . . . . . . . . . . .IN . . . . . . .THEIR . . . . . . . . . . . . .COMMUNITY . . . . . . . . . . . . . . . . . . . . . GRANT . . . . . . . . . . . . . .MAKING . . . . . . . . . . . . . . .BY . . . . . . PROVIDING . . . . . . . . . . . . . . . . . . . . . . GRANT . . . . . . . . . . . . . EVALUATION ................

AND GRANT MANAGEMENT SERVICES. THROUGH THIS ACTIVITY HAWAII . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . COMMUNITY ...........................

FOUNDATION . . . . . . . . . . . . . . . . . . . . . HAS . . . . . . . . . FACILITATED . . . . . . . . . . . . . . . . . . . . . . . . . . AN . . . . . . .ADDITIONAL . . . . . . . . . . . . . . . . . . . . . . . .$8,400,000 . . . . . . . . . . . . . . . . . . . . . . . .OF . . . . . . COMMUNITY . . . . . . . . . . . . . . . . . . . . . . GRANT ................

MAKING BY THESE FOUNDATIONS AND ORGANIZATIONS. A PORTION . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .OF . . . . . . THE . . . . . . . . .REVENUE . . . . . . . . . . . . . . . . . HAS .

BEEN . . . . . . . . DETERMINED . . . . . . . . . . . . . . . . . . . . . . . . TO . . . . . . .BE . . . . . . UNRELATED . . . . . . . . . . . . . . . . . . . . . . BUSINESS . . . . . . . . . . . . . . . . . . . .INCOME . . . . . . . . . . . . . . . BUT . . . . . . . . .ALL . . . . . . . . .REVENUE . . . . . . . . . . . . . . . . .RELATED . . . . . . . . . . . . . . . . . TO .

THIS . . . . . . . . ACTIVITY . . . . . . . . . . . . . . . . . . . .IS . . . . . . .CONSIDERED . . . . . . . . . . . . . . . . . . . . . . . .CORE . . . . . . . . . . TO . . . . . . .HAWAII . . . . . . . . . . . . . . . COMMUNITY . . . . . . . . . . . . . . . . . . . . . .FOUNDATION'S . . . . . . . . . . . . . . . . . . . . . . . . . . . . MISSION ..............

AND . . . . . . OFFSETS . . . . . . . . . . . . . . . . . .THE . . . . . . . . RELATED . . . . . . . . . . . . . . . . . .COSTS . . . . . . . . . . . . .OF . . . . . . PROVIDING . . . . . . . . . . . . . . . . . . . . . . THESE . . . . . . . . . . . . . SERVICES. . . . . . . . . . . . . . . . . . . . . . . IT . . . . . . .IS . . . . . . CURRENTLY ................

IMPRACTICAL TO SEGREGATE REVENUE THAT IS NOT CONSIDERED UNRELATED . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . BUSINESS ..............

INCOME. . ..........................................................................................................................................................

**

*P

U BL

IC

D IS

4b (Code:

. ..........................................................................................................................................................

4c (Code:

........

) (Expenses $

..........................

including grants of$

.........................

) (Revenue $

..........................

)

N/A . .......................................................................................................................................................... . .......................................................................................................................................................... . .......................................................................................................................................................... . .......................................................................................................................................................... . .......................................................................................................................................................... . .......................................................................................................................................................... . .......................................................................................................................................................... . .......................................................................................................................................................... . .......................................................................................................................................................... . .......................................................................................................................................................... . ..........................................................................................................................................................

4d Other program services (Describe in Schedule O.) (Expenses $ including grants of$ 4e Total program service expenses  50,423,776 DAA

) (Revenue $

) Form

990 (2018)

HAW0006 11/13/2019 9:58 AM Pg 9

Form 990 (2018)

Part IV

HAWAII COMMUNITY FOUNDATION

99-0261283

Page

3

Checklist of Required Schedules Yes No

5 6

7 8 9

10

1 2

X X X

3 4

X X

5

6

X X

7 8

X X

9 10

X

11a

X

12a b 13 14a b

15 16 17 18 19 20a b 21

C LO

D IS

IC

e f

U BL

d

*P

c

11b

X

11c

X X

11f

X

12a

X

12b 13 14a

X X X

14b

X

15

X X

16 17

X

18

X

19 20a 20b

X X

21 Form

DAA

X

11d 11e

**

b

SU

R

a

E

C

11

** *

4

PY

2 3

Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule A . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part I . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, Part III . . . . . . . . . . . .

Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete Schedule D, Part I . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures? If “Yes,” complete Schedule D, Part II . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Did the organization report an amount in Part X, line 21, for escrow or custodial account liability, serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,” complete Schedule D, Part IV . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If “Yes,” complete Schedule D, Part V . . . . . . . . . . . . . . . . . . . . . . . . . .

If the organization's answer to any of the following questions is “Yes,” then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.

Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete Schedule D, Part VI . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VII . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part X . . . . . . . . . . . . .

Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part X . . . . . . . . . .

Did the organization obtain separate, independent audited financial statements for the tax year? If “Yes,” complete Schedule D, Parts XI and XII . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional . . . . . . . . . . . . .

Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Did the organization maintain an office, employees, or agents outside of the United States? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If “Yes,” complete Schedule F, Parts I and IV . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part I (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a?

If "Yes," complete Schedule G, Part III . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Did the organization operate one or more hospital facilities? If “Yes,” complete Schedule H . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

If “Yes” to line 20a, did the organization attach a copy of its audited financial statements to this return? . . . . . . . . . . . . . . . . . . . . . . . . .

Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

O

1

X 990 (2018)

HAW0006 11/13/2019 9:58 AM Pg 10

Form 990 (2018)

Part IV

HAWAII COMMUNITY FOUNDATION

99-0261283

Page Yes

22 23

24a

b c d 25a b

Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Did the organization answer “Yes” to Part VII, Section A, line 3, 4, or 5 about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception? . . . . . . . . . . . . . . . . . . . . . . . . .

Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year? . . . . . . . . . . . . . . . . . . . . . . . . .

Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If "Yes," complete Schedule L, Part II . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If “Yes,” complete Schedule L, Part III . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions): A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV . . . . . . . . . . . . . . . . . . . . . . . . . .

A family member of a current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If “Yes,” complete Schedule L, Part IV . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule M . . . . . . . . . . . . . . . . . . . . .

Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N, Part I . . . . . . . . . . . . .

Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Part II, III, or IV, and Part V, line 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Did the organization have a controlled entity within the meaning of section 512(b)(13)? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

If "Yes" to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2 . . . . . . . . . . . . . . . . . . . . . . .

Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VI . . . . . . . . . . . . . . . . . . .

Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O.

22

X

23

X

24c 24d 25a

X

25b

X

26

X

27

X

E

C

31 32 33 34 35a b 36 37 38

Part V

C LO

D IS

IC

U BL

29 30

*P

c

28a

X X

28b 28c 29

X X

30 31

X X

32

X

33

X

**

a b

SU

R

28

No

X

24a 24b

O

27

PY

** *

26

4

Checklist of Required Schedules (continued)

34 35a

X X

35b

X

36

X

37

X

38

X

Statements Regarding Other IRS Filings and Tax Compliance Check if Schedule O contains a response or note to any line in this Part V . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes No

1a Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable . . . . . . . . . . . . . . . . . . .

1a 75 0 b Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable . . . . . . . . . . . . . . . .

1b c Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

1c Form

DAA

990 (2018)

HAW0006 11/13/2019 9:58 AM Pg 11

Form 990 (2018)

Part V

HAWAII COMMUNITY FOUNDATION

99-0261283

Page

5

Statements Regarding Other IRS Filings and Tax Compliance (continued) Yes No

2b

X

3a 3b

X X

4a

X

5a 5b 5c

X X

6a

X

6b

7c

X

7e 7f 7g 7h

X X X X

8

X

9a 9b

X X

**

*P

U BL

IC

D IS

C LO

SU

R

E

C

X

7a 7b

O

PY

** *

2a Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax 73 Statements, filed for the calendar year ending with or within the year covered by this return . . . .

2a b If at least one is reported on line 2a, did the organization file all required federal employment tax returns? . . . . . . . . . . . . . . . . . . . . .

Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions) 3a Did the organization have unrelated business gross income of $1,000 or more during the year? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O . . . . . . . . . . . . . . . . . . . . . . . .

4a At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? . . . . . . . . . . . . . . b If “Yes,” enter the name of the foreign country:  .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).

5a Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? . . . . . . . . . . . . . . . . . . . . . . . . . . . . b Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction? . . . . . . . . . . . . . . . . . . . . c If “Yes” to line 5a or 5b, did the organization file Form 8886-T? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

6a Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Organizations that may receive deductible contributions under section 170(c).

7 a Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b If “Yes,” did the organization notify the donor of the value of the goods or services provided? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . c Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

1 d If “Yes,” indicate the number of Forms 8282 filed during the year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

7d e Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? . . . . . . . . . . . . . . . . . f Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? . . . . . . . . . . . . . . . . . . . . . g If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? . . h If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the 8 sponsoring organization have excess business holdings at any time during the year? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Sponsoring organizations maintaining donor advised funds.

9 a Did the sponsoring organization make any taxable distributions under section 4966? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b Did the sponsoring organization make a distribution to a donor, donor advisor, or related person? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

10 Section 501(c)(7) organizations. Enter: 10a a Initiation fees and capital contributions included on Part VIII, line 12 . . . . . . . . . . . . . . . . . . . . . . . . . . . .

10b b Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities . . . . . . . . .

11 Section 501(c)(12) organizations. Enter: 11a a Gross income from members or shareholders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

11b 12a Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041? . . . . . . . . . . . . . . . . . b If “Yes,” enter the amount of tax-exempt interest received or accrued during the year . . . . . . . . . .

12b 13 Section 501(c)(29) qualified nonprofit health insurance issuers. a Is the organization licensed to issue qualified health plans in more than one state? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Note. See the instructions for additional information the organization must report on Schedule O. b Enter the amount of reserves the organization is required to maintain by the states in which 13b the organization is licensed to issue qualified health plans . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . c Enter the amount of reserves on hand . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

13c 14a Did the organization receive any payments for indoor tanning services during the tax year? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O . . . . . . . . . . . . . . . . . . . . . .

15 Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

If "Yes," see instructions and file Form 4720, Schedule N. 16 Is the organization an educational institution subject to the section 4968 excise tax on net investment income?

If "Yes," complete Form 4720, Schedule O.

12a

13a

14a 14b

X

15

X

16

X

Form

DAA

990 (2018)

HAW0006 11/13/2019 9:58 AM Pg 12

Form 990 (2018)

Part VI

HAWAII COMMUNITY FOUNDATION

99-0261283

Page

6

Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to line 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.

Check if Schedule O contains a response or note to any line in this Part VI . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X

Section A. Governing Body and Management Yes No

20 1a Enter the number of voting members of the governing body at the end of the tax year . . . . . . . . . . . . . . . . . . . . . . .

If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O. b Enter the number of voting members included in line 1a, above, who are independent . . . . . . . . . . . . . . . . . . . . . .

1b 19 2 Did any officer, director, trustee, or key employee have a family relationship or a business relationship with 2 any other officer, director, trustee, or key employee? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

3 Did the organization delegate control over management duties customarily performed by or under the direct 3 supervision of officers, directors, or trustees, or key employees to a management company or other person? . . . . . . . . . . . . . . . . . .

4 Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? . . . . . . . . . . . .

4 Did the organization become aware during the year of a significant diversion of the organization’s assets? . . . . . . . . . . . . . . . . . . . . .

5 5 Did the organization have members or stockholders? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

6 6 7a Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

7a b Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

7b Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following: 8 8a a The governing body? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

8b b Each committee with authority to act on behalf of the governing body? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at 9 the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

9 1a

X X X X X

X X X

C

O

PY

** *

X

E

X

SU

R

Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)

Yes No

**

*P

U BL

IC

D IS

C LO

10a Did the organization have local chapters, branches, or affiliates? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b If “Yes,” did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes? . . . . . . . . . . . . . . . . . . . .

11a Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? . b Describe in Schedule O the process, if any, used by the organization to review this Form 990.

12a Did the organization have a written conflict of interest policy? If “No,” go to line 13 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? c Did the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this was done . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

13 Did the organization have a written whistleblower policy? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

14 Did the organization have a written document retention and destruction policy? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

15 Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision? a The organization’s CEO, Executive Director, or top management official . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b Other officers or key employees of the organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

If “Yes” to line 15a or 15b, describe the process in Schedule O (see instructions).

16a Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b If “Yes,” did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements?

................................................................

X

10a 10b 11a

X

12a 12b

X X

12c 13 14

X X X

15a 15b

X X

16a

X

16b

Section C. Disclosure 17 18

19 20

List the states with which a copy of this Form 990 is required to be filed  HI ............................................................................

Section 6104 requires an organization to make its Forms 1023 (1024 or 1024-A if applicable), 990, and 990-T (Section 501(c) (3)s only) available for public inspection. Indicate how you made these available. Check all that apply.

X Own website Another's website X Upon request Other (explain in Schedule O) Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.

State the name, address, and telephone number of the person who possesses the organization's books and records 

WALLACE CHIN HONOLULU DAA

827 FORT STREET MALL

HI 96813

808-537-6333 Form

990 (2018)

HAW0006 11/13/2019 9:58 AM Pg 13

HAWAII COMMUNITY FOUNDATION 99-0261283 Page 7 Part VII Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors Check if Schedule O contains a response or note to any line in this Part VII . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X

Form 990 (2018)

Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees 1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization's tax year.

List all of the organization's current officers, directors, trustees (whether individuals or organizations), regardless of amount of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

List all of the organization's current key employees, if any. See instructions for definition of "key employee."

List the organization's five current highest compensated employees (other than an officer, director, trustee, or key employee) who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the organization and any related organizations.

List all of the organization's former officers, key employees, and highest compensated employees who received more than $100,000 of reportable compensation from the organization and any related organizations.

List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest compensated employees; and former such persons.

• • • • •

Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.

X

0.30 0.00 X

X

(3) MICHAEL

BRODERICK

(F) Estimated amount of other compensation from the organization and related organizations

U BL

PY

O C 0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

**

*P

SECRETARY

IC

0.30 0.00 X X (4) KALEIALOHA K. CADINHA-PUA'A . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0.30 ...........

TREASURER 0.00 X X (5) MARK AGNE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0.30 ...........

DIRECTOR 0.00 X (6) ALAN ARIZUMI . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0.20 ...........

DIRECTOR 0.00 X (7) ROBERT R. BEAN . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0.30 ...........

DIRECTOR 0.00 X (8) MARY G.F. BITTERMAN . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0.20 ...........

DIRECTOR 0.00 X (9) ROBERTA F. CHU . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0.20 ...........

DIRECTOR 0.00 X (10) JOHN C. DEAN . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0.20 ...........

DIRECTOR 0.00 X (11) TAMAR CHOTZEN GOODFELLOW . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0.20 ...........

DIRECTOR 0.00 X . ....................................................

C LO

. ....................................................

D IS

HO

VICE CHAIR

(E) Reportable compensation from related organizations (W-2/1099-MISC)

E SU

0.50 0.00 X

. ....................................................

(2) PETER

Former

Highest compensated employee

Key employee

Officer

Institutional trustee

BERGER

BOARD CHAIRMAN

(D) Reportable compensation from the organization (W-2/1099-MISC)

** *

(C) Position (do not check more than one box, unless person is both an officer and a director/trustee) Individual trustee or director

(1) DEBORAH

(B) Average hours per week (list any hours for related organizations below dotted line)

R

(A) Name and Title

DAA

0

Form

990 (2018)

HAW0006 11/13/2019 9:58 AM Pg 14

Form 990 (2018) HAWAII COMMUNITY FOUNDATION 99-0261283 Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued) Part VII (A) Name and title

(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)

(D) Reportable compensation from the organization (W-2/1099-MISC)

Former

Highest compensated employee

Key employee

Officer

Institutional trustee

Individual trustee or director

(B) Average hours per week (list any hours for related organizations below dotted line)

(E) Reportable compensation from related organizations (W-2/1099-MISC)

Page

8

(F) Estimated amount of other compensation from the organization and related organizations

(12) RICHARD W. GUSHMAN, II

0.30

. ....................................................

DIRECTOR 0.10 (13) ROBERT S. HARRISON

X

0

0

0

X

0

0

0

X

0

0

0

0.20 0.00 X

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0.20

. ....................................................

DIRECTOR 0.00 (14) MICHAEL P. IRISH

0.30

. ....................................................

DIRECTOR 0.00 (15) TYRIE LEE JENKINS

PY

DIRECTOR (16) PAUL KOSASA

** *

. ....................................................

0.20

. ....................................................

O

X

C

DIRECTOR 0.00 (17) ELLIOT K. MILLS

0.20

R

X

SU

DIRECTOR 0.00 (18) JUDY B. PIETSCH

E

. ....................................................

0.30

C LO

. ....................................................

0.20 0.00 X

. ....................................................

DIRECTOR

IC

Sub-total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  Total from continuation sheets to Part VII, Section A . . . . . . . .  2,588,172 Total (add lines 1b and 1c) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  2,588,172 Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization 15

U BL

449,372 449,372

*P

1b c d 2

D IS

DIRECTOR 0.00 X (19) KATHERINE G.RICHARDSON

Yes No

**

3

Did the organization list any former officer, director, or trustee, key employee, or highest compensated 3 employee on line 1a? If “Yes,” complete Schedule J for such individual . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

4 For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such 4 individual . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

5 Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual 5 for services rendered to the organization? If “Yes,” complete Schedule J for such person . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Section B. Independent Contractors 1 Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization's tax year.

(A)

(B)

Name and business address

BANK OF HAWAII

HONOLULU

X X X

(C)

Description of services

Compensation

P.O. BOX 2900

HI 96846

TRUSTEE & INVES

1,297,939

FIRST HAWAIIAN BANK - WEALTH MANAGEM 999 BISHOP STREET, 3RD FLOOR

HONOLULU

HI 96813

OAHU ECONOMIC DEVELOPMENT BOARD

HONOLULU

HI 96813

WALL-TO-WALL STUDIOS, INC.

HONOLULU ONE WORLD ONE WATER, LLC

HONOLULU 2 DAA

TRUSTEE & INVES

1,115,355

735 BISHOP ST., STE. 424

FACIL & SUP SVC

162,500

1128 NUUANU AVE., SUITE 203

HI 96813

ADV/DES CONSULT

135,759

677 ALA MOANA BLVD., SUITE 1100

HI 96813

CONSULT & EVAL

Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 

126,363 8 Form

990 (2018)

HAW0006 11/13/2019 9:58 AM Pg 15

Form 990 (2018)

Part VIII

HAWAII COMMUNITY FOUNDATION

99-0261283

Statement of Revenue Check if Schedule O contains a response or note to any line in this Part VIII

1a b c d e f

Federated campaigns . . . . .

Membership dues . . . . . . . . .

Fundraising events . . . . . . . .

Related organizations . . . . .

Government grants (contributions) . .

All other contributions, gifts, grants, and similar amounts not included above

1a 1b 1c 1d 1e

(C) Unrelated business revenue

(D) Revenue excluded from tax under sections 512-514

50,255,071

Busn. Code

(ii) Personal

Net rental income or (loss)

.........................

Rental inc. or (loss) (i) Securities

(ii) Other



** * O

E C LO

Less: rental exps.

157,389,382

120,000

154,634,925

135,717

IC

U BL

basis & sales exps.

10,857,071

C

10,857,071

PY

1,300,186

Gross rents

Gross amount from sales of assets other than inventory

766,885 533,301

SU

(i) Real

766,885 533,301

R

541900 2a . . . .PROGRAM . . . . . . . . . . . INCOME .............................

541900 INCOME b . . . .PROGRAM ........................................ c . ........................................... d . ........................................... e . ........................................... f All other program service revenue . . . . . . . . g Total. Add lines 2a–2f . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  3 Investment income (including dividends, interest, and other similar amounts) . . . . . . . . . . . . . . . . . . . . . . . .   4 Income from investment of tax-exempt bond proceeds 5 Royalties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 

b Less: cost or other

*P

2,754,457 -15,717 c Gain or (loss) d Net gain or (loss) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  8a Gross income from fundraising events (not including $ . . . . . . . . . . . . . . . . . . . . of contributions reported on line 1c).

See Part IV, line 18 . . . . . . . . . . . . . . a b Less: direct expenses . . . . . . . . . b c Net income or (loss) from fundraising events . . . . . .  9a Gross income from gaming activities.

See Part IV, line 19 . . . . . . . . . . . . . . a b Less: direct expenses . . . . . . . . . b c Net income or (loss) from gaming activities . . . . . . .  10a Gross sales of inventory, less returns and allowances . . . . . . . a b Less: cost of goods sold . . . . . . b c Net income or (loss) from sales of inventory . . . . . . . 

2,738,740

2,738,740

**

Other Revenue

.....................................

3,153,189 2,085,599

45,016,283 1f g Noncash contributions included in lines 1a-1f: $ . . .17,423,066 .................. h Total. Add lines 1a–1f . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 

6a b c d 7a

Miscellaneous Revenue

Busn. Code

611600 11a . .OTHER . . . . . . . . INCOME .................................. b . ........................................... c . ........................................... d All other revenue . . . . . . . . . . . . . . . . . . . . . . . . . . e Total. Add lines 11a–11d . . . . . . . . . . . . . . . . . . . . . . . . . .  12 Total revenue. See instructions. . . . . . . . . . . . . . . . . . .  DAA

(B) Related or exempt function revenue

9

D IS

Gifts, Grants Program Service RevenueContributions, and Other Similar Amounts

(A) Total revenue

Page

148,254

148,254

148,254 65,299,322

681,555

766,885

13,595,811 Form 990 (2018)

HAW0006 11/13/2019 9:58 AM Pg 16

Form 990 (2018)

Part IX

HAWAII COMMUNITY FOUNDATION

99-0261283

Page

10

Statement of Functional Expenses

Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).

Check if Schedule O contains a response or note to any line in this Part IX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(A) Total expenses

Do not include amounts reported on lines 6b, 7b, 8b, 9b, and 10b of Part VIII.

(A) amount, list line 11g expenses on Schedule O.) . . . . . .

19 20 21 22 23 24

*P

AND PUBLICATION a . . .PRINTING ..........................................

EXPENSES b . . .OTHER ..........................................

AND SUBSCRIPTIONS c . . .DUES ..........................................

AND COMMUNICATI d . . .TELEPHONE .......................................... e All other expenses . . . . . . . . . . . . . . . . . . . . . . . .

25 Total functional expenses. Add lines 1 through 24e . . .

26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here ď ľ if following SOP 98-2 (ASC 958-720) . . . . . . . . . . . .

DAA

712,942

914,776

439,077

258,432 4,087,369

1,629,800

64,609 787,318

193,823 1,670,251

370,261 611,578 416,745

127,948 213,805 151,365

75,360 153,805 107,170

166,953 243,968 158,210

O

PY

** *

2,066,795

39,723 51,833 10,471

5,617

34,106 51,833

10,471

1,478

1,170

308

1,778,594 218,950 87,067 207,325

1,199,886 14,369 23,928 4,210

208,870 32,119 191,531

369,838 204,581 31,020 11,584

628,819 126,640

218,365 29,540

283,226 26,292

127,228 70,808

762,784

356,163

74,401

332,220

60,955 31,362

24,104 14,013

29,179 13,737

7,672 3,612

117,111 104,507 92,701 67,349

46,930 19,217 43,383 6,070

11,397 51,249 21,927 50,906

58,784 34,041 27,391 10,373

57,770,499

50,423,776

3,184,981

4,161,742

U BL

Advertising and promotion . . . . . . . . . . . . . . . .

Office expenses . . . . . . . . . . . . . . . . . . . . . . . . . . .

Information technology . . . . . . . . . . . . . . . . . . . .

Royalties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Occupancy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Travel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Payments of travel or entertainment expenses for any federal, state, or local public officials Conferences, conventions, and meetings .

Interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Payments to affiliates . . . . . . . . . . . . . . . . . . . . .

Depreciation, depletion, and amortization .

Insurance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)

49,252

**

12 13 14 15 16 17 18

49,252

C

9 10 11 a b c d e f g Other. (If line 11g amount exceeds 10% of line 25, column

2,790,111

E

7 8

2,790,111

R

6

42,732,287

SU

4 5

(D) Fundraising expenses

42,732,287

C LO

3

Grants and other assistance to domestic individuals. See Part IV, line 22 . . . . . . . . . . .

Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16 . . . . . . . .

Benefits paid to or for members . . . . . . . . . . .

Compensation of current officers, directors, trustees, and key employees . . . . . . . . . . . . . .

Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) . . . . .

Other salaries and wages . . . . . . . . . . . . . . . . .

Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) Other employee benefits . . . . . . . . . . . . . . . . . .

Payroll taxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Fees for services (non-employees): Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Legal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Accounting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Lobbying . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Professional fundraising services. See Part IV, line 17 Investment management fees . . . . . . . . . . . .

D IS

and domestic governments. See Part IV, line 21 . . . . . . . .

2

(C) Management and general expenses

Grants and other assistance to domestic organizations

IC

1

(B) Program service expenses

Form

990 (2018)

HAW0006 11/13/2019 9:58 AM Pg 17

Form 990 (2018)

Part X

HAWAII COMMUNITY FOUNDATION

99-0261283

Page

Check if Schedule O contains a response or note to any line in this Part X

...........................................................

(A) Beginning of year

330,440 Cash—non-interest bearing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Savings and temporary cash investments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Pledges and grants receivable, net . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Accounts receivable, net . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees.

Complete Part II of Schedule L . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions). Complete Part II of Schedule L . . . . . . . . . . . . . . . . . . . .

7 Notes and loans receivable, net . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

8 Inventories for sale or use . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

9 Prepaid expenses and deferred charges . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D . . . . . . . .

10a 1,829,582 1,499,622 380,507 10b b Less: accumulated depreciation . . . . . . . . . . . . . . . . . . . . .

576,617,221 11 Investments—publicly traded securities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

35,745,704 12 Investments—other securities. See Part IV, line 11 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

13 Investments—program-related. See Part IV, line 11 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

14 Intangible assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

227,391 15 Other assets. See Part IV, line 11 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

613,301,263 16 Total assets. Add lines 1 through 15 (must equal line 34) . . . . . . . . . . . . . . . . . . . . . . . . . . .

17 Accounts payable and accrued expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

18 Grants payable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

19 Deferred revenue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

20 Tax-exempt bond liabilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

21 Escrow or custodial account liability. Complete Part IV of Schedule D . . . . . . . . . . . . . . .

22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons. Complete Part II of Schedule L . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

23 Secured mortgages and notes payable to unrelated third parties . . . . . . . . . . . . . . . . . . . .

24 Unsecured notes and loans payable to unrelated third parties . . . . . . . . . . . . . . . . . . . . . . .

25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X 56,560,486 of Schedule D . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

56,560,486 26 Total liabilities. Add lines 17 through 25 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Organizations that follow SFAS 117 (ASC 958), check here  X and complete lines 27 through 29, and lines 33 and 34.

540,585,164 27 Unrestricted net assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

28 Temporarily restricted net assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

16,155,613 29 Permanently restricted net assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Organizations that do not follow SFAS 117 (ASC 958), check here  and complete lines 30 through 34.

30 Capital stock or trust principal, or current funds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

31 Paid-in or capital surplus, or land, building, or equipment fund . . . . . . . . . . . . . . . . . . . . . .

32 Retained earnings, endowment, accumulated income, or other funds . . . . . . . . . . . . . . .

556,740,777 33 Total net assets or fund balances . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

613,301,263 34 Total liabilities and net assets/fund balances . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(B) End of year 1 2 3 4

522,522

5

6 7 8 9

10c 11 12 13 14 15 16 17 18 19 20 21

329,960 576,097,413 1,630,659 235,057 578,815,611

22 23 24

Net Assets or Fund Balances

**

*P

U BL

IC

D IS

C LO

SU

R

E

C

O

PY

** *

Assets

1 2 3 4 5

Liabilities

11

Balance Sheet

25 26

55,218,118 55,218,118

27 28 29

503,596,116

30 31 32 33 34

20,001,377

523,597,493 578,815,611 Form

DAA

990 (2018)

HAW0006 11/13/2019 9:58 AM Pg 18

Form 990 (2018)

Part XI

HAWAII COMMUNITY FOUNDATION

99-0261283

Check if Schedule O contains a response or note to any line in this Part XI 1 2 3 4 5 6 7 8 9 10

12

X 65,299,322 57,770,499 7,528,823 556,740,777 -40,672,107

.................................................

Total revenue (must equal Part VIII, column (A), line 12) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Total expenses (must equal Part IX, column (A), line 25) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Revenue less expenses. Subtract line 2 from line 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) . . . . . . . . . . . . . . . . . . . . . . . .

Net unrealized gains (losses) on investments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Donated services and use of facilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Investment expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Prior period adjustments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Other changes in net assets or fund balances (explain in Schedule O) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B)) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Part XII

Page

Reconciliation of Net Assets 1 2 3 4 5 6 7 8 9 10

523,597,493

Financial Statements and Reporting Check if Schedule O contains a response or note to any line in this Part XII

................................................

X

Yes No 1

X

2a

O

2b

X

2c

X

**

*P

U BL

b

IC

3a

D IS

C LO

c

SU

R

E

C

b

PY

** *

2a

Accounting method used to prepare the Form 990: Cash Accrual X Other MOD. CASH If the organization changed its method of accounting from a prior year or checked “Other,” explain in Schedule O. Were the organization's financial statements compiled or reviewed by an independent accountant? . . . . . . . . . . . . . . . . . . . . . . . . . . . .

If "Yes," check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both: Separate basis Consolidated basis Both consolidated and separate basis Were the organization's financial statements audited by an independent accountant? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

If "Yes," check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both: X Separate basis Consolidated basis Both consolidated and separate basis If “Yes” to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant? . . . . . . . . . . . . . . . . . . .

If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O. As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits. . . . . . . . . . . . . . . . . . . . . .

DAA

3a

X

3b Form

990 (2018)

HAW0006 11/13/2019 9:58 AM Pg 19

Form 990 (2018) HAWAII COMMUNITY FOUNDATION 99-0261283 Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued) Part VII (A) Name and title

(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)

(D) Reportable compensation from the organization (W-2/1099-MISC)

Former

Highest compensated employee

Key employee

Officer

Institutional trustee

Individual trustee or director

(B) Average hours per week (list any hours for related organizations below dotted line)

(E) Reportable compensation from related organizations (W-2/1099-MISC)

Page

8

(F) Estimated amount of other compensation from the organization and related organizations

(20) JENNIFER GOTO SABAS

0.30 0.10 X

. ....................................................

DIRECTOR (21) MICAH KANE

120,090

0

0

X

295,553

0

51,946

X

233,626

0

45,973

X

203,031

0

36,898

X

183,533

0

26,425

180,632

0

31,807

172,909

0

25,389

165,793

0

31,237 249,675

60.00

. ....................................................

CEO 0.00 (22) CHRISTINE VAN BERGEIJK

60.00

. ....................................................

SVP-STRAT INIT & NTW 0.00 (23) KATHERINE LLOYD

60.00 0.00

PY

SVP-ENGMT CUL & D RE (24) MYLES SHIBATA

** *

. ....................................................

60.00

C

VP-MRKTG INITIATIVES 0.00 (25) WALLACE G.K. CHIN

O

. ....................................................

60.00 0.00

SU

60.00

. ....................................................

X

60.00 0.00

. ....................................................

VP-KNOWLDG,EVAL,LRN

X

U BL

IC

1,555,167 Sub-total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  Total from continuation sheets to Part VII, Section A . . . . . . . .  Total (add lines 1b and 1c) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization 

*P

1b c d 2

D IS

SVP-COMM GRNTS & INV 0.00 (27) THOMAS KELLY, JR.

R

X

C LO

SVP-CFO (26) AMY LUERSEN

E

. ....................................................

Yes No

**

3

Did the organization list any former officer, director, or trustee, key employee, or highest compensated 3 employee on line 1a? If “Yes,” complete Schedule J for such individual . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

4 For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such 4 individual . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

5 Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual 5 for services rendered to the organization? If “Yes,” complete Schedule J for such person . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Section B. Independent Contractors 1 Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization's tax year.

(A)

Name and business address

2 DAA

(B)

Description of services

(C)

Compensation

Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization  Form

990 (2018)

HAW0006 11/13/2019 9:58 AM Pg 20

Form 990 (2018) HAWAII COMMUNITY FOUNDATION 99-0261283 Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued) Part VII (A) Name and title

(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)

(D) Reportable compensation from the organization (W-2/1099-MISC)

Former

Highest compensated employee

Key employee

Officer

Institutional trustee

Individual trustee or director

(B) Average hours per week (list any hours for related organizations below dotted line)

(E) Reportable compensation from related organizations (W-2/1099-MISC)

Page

8

(F) Estimated amount of other compensation from the organization and related organizations

(28) CURTIS SAIKI

60.00

. ....................................................

SVP-DEV. & GEN. CONS 0.00 (29) JAMEE KUNICHIKA

X

124,029

0

20,422

X

53,895

0

9,439

X

43,105

0

11,063

0

20,865

0

21,401

122,440

0

29,545

108,876

0

20,152

107,714

0

29,397 162,284

60.00

. ....................................................

VP-SPC PROJ & OP SUP 0.00 (30) MICHELLE KAUHANE

60.00

. ....................................................

VP-COM GRANTS & INV 0.00 (31) LYDIA CLEMENTS

60.00 0.00

X

127,224

60.00 0.00

X

124,703

60.00 0.00

X

PY

VP-FD & CORP PSHIPS (32) DANA OKANO

** *

. ....................................................

C

PROGRAM DIRECTOR (33) JEN-L LYMAN

O

. ....................................................

60.00

C LO

. ....................................................

X

SR DIR OF COMM

60.00 0.00

X

U BL

IC

811,986 Sub-total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  Total from continuation sheets to Part VII, Section A . . . . . . . .  Total (add lines 1b and 1c) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization 

*P

1b c d 2

D IS

CONTROLLER 0.00 (35) LYNELLE MARBLE . ....................................................

R SU

DR OF PHIL PSHIPS (34) LYNN SHIMONO

E

. ....................................................

Yes No

**

3

Did the organization list any former officer, director, or trustee, key employee, or highest compensated 3 employee on line 1a? If “Yes,” complete Schedule J for such individual . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

4 For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such 4 individual . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

5 Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual 5 for services rendered to the organization? If “Yes,” complete Schedule J for such person . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Section B. Independent Contractors 1 Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization's tax year.

(A)

Name and business address

2 DAA

(B)

Description of services

(C)

Compensation

Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization  Form

990 (2018)

HAW0006 11/13/2019 9:58 AM Pg 21

Form 990 (2018) HAWAII COMMUNITY FOUNDATION 99-0261283 Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued) Part VII (A) Name and title

(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)

(D) Reportable compensation from the organization (W-2/1099-MISC)

Former

Highest compensated employee

Key employee

Officer

Institutional trustee

Individual trustee or director

(B) Average hours per week (list any hours for related organizations below dotted line)

(E) Reportable compensation from related organizations (W-2/1099-MISC)

Page

8

(F) Estimated amount of other compensation from the organization and related organizations

(36) KELVIN H. TAKETA

20.00 0.10

. ....................................................

FORMER CEO

X

221,019

0

37,413

. ....................................................

. ....................................................

PY

** *

. ....................................................

C

O

. ....................................................

SU

R

E

. ....................................................

Sub-total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  221,019 Total from continuation sheets to Part VII, Section A . . . . . . . .  Total (add lines 1b and 1c) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization 

U BL

IC

37,413

*P

1b c d 2

D IS

. ....................................................

C LO

. ....................................................

Yes No

**

3

Did the organization list any former officer, director, or trustee, key employee, or highest compensated 3 employee on line 1a? If “Yes,” complete Schedule J for such individual . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

4 For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such 4 individual . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

5 Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual 5 for services rendered to the organization? If “Yes,” complete Schedule J for such person . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Section B. Independent Contractors 1 Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization's tax year.

(A)

Name and business address

2 DAA

(B)

Description of services

(C)

Compensation

Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization  Form

990 (2018)

HAW0006 11/13/2019 9:58 AM Pg 22

Public Charity Status and Public Support

SCHEDULE A (Form 990 or 990-EZ)

2018

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.

 Attach to Form 990 or Form 990-EZ.

Department of the Treasury Internal Revenue Service

 Go to www.irs.gov/Form990 for instructions and the latest information.

Name of the organization

Open to Public Inspection

Employer identification number

HAWAII COMMUNITY FOUNDATION Part I

OMB No. 1545-0047

99-0261283

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

e f g

(i) Name of supported organization

*P

d

**

c

U BL

IC

b

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B. Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C. Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E. Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V. Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Provide the following information about the supported organization(s).

D IS

a

C LO

SU

R

E

C

O

PY

** *

The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)

1 A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

2 A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990 or 990-EZ).)

3 A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

4 A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in 5 section 170(b)(1)(A)(iv). (Complete Part II.) A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

6 An organization that normally receives a substantial part of its support from a governmental unit or from the general public 7 described in section 170(b)(1)(A)(vi). (Complete Part II.) 8 X A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.) 9 An agricultural research organization described in section 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land-grant college of agriculture (see instructions). Enter the name, city, and state of the college or university: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

10 An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.) 11 An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes 12 of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3).

Check the box in lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

(ii) EIN

(iii) Type of organization (described on lines 1–10 above (see instructions))

(iv) Is the organization listed in your governing document?

Yes

(v) Amount of monetary support (see instructions)

(vi) Amount of other support (see instructions)

No

(A) (B) (C) (D) (E)

Total For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. DAA

Schedule A (Form 990 or 990-EZ) 2018

HAW0006 11/13/2019 9:58 AM Pg 23

Schedule A (Form 990 or 990-EZ) 2018

HAWAII COMMUNITY FOUNDATION

99-0261283

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.) Section A. Public Support Calendar year (or fiscal year beginning in)  Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . . . . . . . .

2

Tax revenues levied for the organization's benefit and either paid to or expended on its behalf . . . . . . . . .

3

The value of services or facilities furnished by a governmental unit to the organization without charge . . . . . . . . . .

Total. Add lines 1 through 3 . . . . . . . . . .

The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) . . . . . . . . . .

Public support. Subtract line 5 from line 4 .

4 5

6

(b) 2015

(c) 2016

45,633,685

43,162,097

41,896,815

50,255,071

211,423,335

30,475,667

45,633,685

43,162,097

41,896,815

50,255,071

211,423,335

PY

(c) 2016

9,514,289

24,799,123

43,162,097

(d) 2017

(e) 2018

41,896,815

50,255,071

(f) Total 211,423,335

8,802,846

10,857,071

62,975,665

R

E

C

45,633,685

O

(b) 2015

30,475,667

Net income from unrelated business activities, whether or not the business is regularly carried on . . . . . . . . . . . . . . . . .

9,380

C LO

SU

9,002,336

51,321

60,701

D IS

Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) . . . . . . . . . . . . . . . . . . .

Total support. Add lines 7 through 10 274,459,701 3,155,478 Gross receipts from related activities, etc. (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

12 First five years. If the Form 990 is for the organization’s first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

*P

11 12 13

4,465,312 206,958,023

IC

10

(a) 2014

Amounts from line 4 . . . . . . . . . . . . . . . . . .

Gross income from interest, dividends, payments received on securities loans, rents, royalties, and income from similar sources . . . . . . . . . . . . . . . . . . . . . . . .

(f) Total

U BL

9

(e) 2018

30,475,667

Section B. Total Support

Calendar year (or fiscal year beginning in)  7 8

(d) 2017

** *

1

(a) 2014

Section C. Computation of Public Support Percentage

**

14 75.41 % 14 Public support percentage for 2018 (line 6, column (f) divided by line 11, column (f)) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

74.24 % 15 15 Public support percentage from 2017 Schedule A, Part II, line 14 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

16a 33 1/3% support test—2018. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this X box and stop here. The organization qualifies as a publicly supported organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b 33 1/3% support test—2017. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this box and stop here. The organization qualifies as a publicly supported organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

17a 10%-facts-and-circumstances test—2018. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b 10%-facts-and-circumstances test—2017. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.

Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

18 Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Schedule A (Form 990 or 990-EZ) 2018

DAA

HAW0006 11/13/2019 9:58 AM Pg 24

Schedule A (Form 990 or 990-EZ) 2018

HAWAII COMMUNITY FOUNDATION

99-0261283

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2) (Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.) Section A. Public Support Calendar year (or fiscal year beginning in)  1

Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .

2

Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization’s tax-exempt purpose . . . . . . . .

3

Gross receipts from activities that are not an unrelated trade or business under section 513

4

Tax revenues levied for the organization's benefit and either paid to or expended on its behalf . . . . . . . . . .

5

The value of services or facilities furnished by a governmental unit to the organization without charge . . . . . . . . . .

Total. Add lines 1 through 5 . . . . . . . . . .

6

(a) 2014

(b) 2015

(a) 2014

(b) 2015

(c) 2016

Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year . c Add lines 7a and 7b . . . . . . . . . . . . . . . . . .

8 Public support. (Subtract line 7c from line 6.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Add lines 10a and 10b

O C D IS

*P

................

(d) 2017

IC

c

(c) 2016

U BL

Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975 . . . . . . . . .

(f) Total

E

..................

10a Gross income from interest, dividends, payments received on securities loans, rents, royalties, and income from similar sources . b

(e) 2018

R SU

C LO

Section B. Total Support

Calendar year (or fiscal year beginning in)  Amounts from line 6

(f) Total

PY

b

9

(e) 2018

** *

7a Amounts included on lines 1, 2, and 3 received from disqualified persons . . .

(d) 2017

Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on . .

12

Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) . . . . . . . . . . . . . . . . . . .

Total support. (Add lines 9, 10c, 11, and 12.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

First five years. If the Form 990 is for the organization’s first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

13 14

**

11

Section C. Computation of Public Support Percentage 15 16

Public support percentage for 2018 (line 8, column (f), divided by line 13, column (f)) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Public support percentage from 2017 Schedule A, Part III, line 15 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

15 16

% %

Section D. Computation of Investment Income Percentage 17 17 Investment income percentage for 2018 (line 10c, column (f), divided by line 13, column (f)) . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

18 Investment income percentage from 2017 Schedule A, Part III, line 17 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

18 19a 33 1/3% support tests—2018. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization . . . . . . . . . . . . . . . b 33 1/3% support tests—2017. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3%, and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization . . . . . . . . . .

20 Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions . . . . . . . . . . . . . . . . . . .

% %

Schedule A (Form 990 or 990-EZ) 2018 DAA

HAW0006 11/13/2019 9:58 AM Pg 25

Schedule A (Form 990 or 990-EZ) 2018

HAWAII COMMUNITY FOUNDATION

99-0261283

Page 4

Part IV

Supporting Organizations (Complete only if you checked a box in line 12 on Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.) Section A. All Supporting Organizations Yes

3a b

c 4a

1

2 3a

3b 3c 4a

4b

C LO

U BL

5a 5b 5c

**

c 6

4c

*P

b

IC

D IS

5a

SU

R

E

c

No

C

O

b

** *

2

Are all of the organization’s supported organizations listed by name in the organization’s governing documents? If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose, describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If "Yes," and if you checked 12a or 12b in Part I, answer (b) and (c) below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If "Yes," describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If "Yes," explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If "Yes," answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If "Yes," provide detail in Part VI. Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (as defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).

Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7?

If "Yes," complete Part I of Schedule L (Form 990 or 990-EZ).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If "Yes," provide detail in Part VI. Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If "Yes," provide detail in Part VI. Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If "Yes," provide detail in Part VI. Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If "Yes," answer 10b below.

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings.)

PY

1

7

8 9a

b c 10a

b

6

7 8

9a 9b 9c

10a 10b

Schedule A (Form 990 or 990-EZ) 2018

DAA

HAW0006 11/13/2019 9:58 AM Pg 26

Schedule A (Form 990 or 990-EZ) 2018

Part IV

HAWAII COMMUNITY FOUNDATION

99-0261283

Page 5

Supporting Organizations (continued)

11 Has the organization accepted a gift or contribution from any of the following persons? a A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization? b A family member of a person described in (a) above? c A 35% controlled entity of a person described in (a) or (b) above? If "Yes" to a, b, or c, provide detail in Part VI.

Yes

No

Yes

No

Yes

No

Yes

No

11a 11b 11c

Section B. Type I Supporting Organizations 1

Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If "No," describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If "Yes," explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised, or controlled the supporting organization.

2

2

** *

Section C. Type II Supporting Organizations

1

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If "No," describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

C

O

PY

1

1

SU

R

E

Section D. All Type III Supporting Organizations

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

D IS

C LO

1

IC

2

2

*P

U BL

3

1

3

**

Section E. Type III Functionally-Integrated Supporting Organizations 1 a b c

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions).

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions).

2 Activities Test. Answer (a) and (b) below. a Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities. b Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer (a) and (b) below.

3 a Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI. b Did the organization exercise a substantial degree of direction over the policies, programs, and activities of each of its supported organizations? If "Yes," describe in Part VI the role played by the organization in this regard.

DAA

Yes

No

2a

2b

3a 3b

Schedule A (Form 990 or 990-EZ) 2018

HAW0006 11/13/2019 9:58 AM Pg 27

Schedule A (Form 990 or 990-EZ) 2018

Part V

HAWAII COMMUNITY FOUNDATION

99-0261283

Page 6

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E. (B) Current Year Section A - Adjusted Net Income (A) Prior Year (optional) 1 Net short-term capital gain 1 2 Recoveries of prior-year distributions 2 3 Other gross income (see instructions) 3 4 Add lines 1 through 3.

4 5 Depreciation and depletion 5 6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6 7 Other expenses (see instructions) 7 8 Adjusted Net Income (subtract lines 5, 6, and 7 from line 4) 8 (B) Current Year Section B - Minimum Asset Amount (A) Prior Year (optional) 1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): a Average monthly value of securities 1a b Average monthly cash balances 1b c Fair market value of other non-exempt-use assets 1c d Total (add lines 1a, 1b, and 1c) 1d e Discount claimed for blockage or other factors (explain in detail in Part VI): 2 Acquisition indebtedness applicable to non-exempt-use assets 2 3 Subtract line 2 from line 1d.

3 4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions).

4 5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5 6 Multiply line 5 by .035.

6 7 Recoveries of prior-year distributions 7 8 Minimum Asset Amount (add line 7 to line 6) 8

IC

D IS

C LO

SU

R

E

C

O

PY

** *

1

Current Year

U BL

Section C - Distributable Amount

**

*P

1 Adjusted net income for prior year (from Section A, line 8, Column A) 1 2 Enter 85% of line 1.

2 3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3 4 Enter greater of line 2 or line 3.

4 5 Income tax imposed in prior year 5 6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions).

6 7 Check here if the current year is the organization's first as a non-functionally integrated Type III supporting organization (see instructions).

Schedule A (Form 990 or 990-EZ) 2018

DAA

HAW0006 11/13/2019 9:58 AM Pg 28

Schedule A (Form 990 or 990-EZ) 2018

Part V

HAWAII COMMUNITY FOUNDATION

99-0261283

Section D - Distributions 1 2

Current Year

PY O C E

**

5

*P

a b c

U BL

IC

4

R

a b c d e f g h i j

SU

3

Distributable amount for 2018 from Section C, line 6 Underdistributions, if any, for years prior to 2018 (reasonable cause required-explain in Part VI). See instructions.

Excess distributions carryover, if any, to 2018 From 2013 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

From 2014 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

From 2015 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

From 2016 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

From 2017 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Total of lines 3a through e Applied to underdistributions of prior years Applied to 2018 distributable amount Carryover from 2013 not applied (see instructions) Remainder. Subtract lines 3g, 3h, and 3i from 3f.

Distributions for 2018 from Section D, line 7: $ Applied to underdistributions of prior years Applied to 2018 distributable amount Remainder. Subtract lines 4a and 4b from 4.

Remaining underdistributions for years prior to 2018, if any. Subtract lines 3g and 4a from line 2. For result greater than zero, explain in Part VI. See instructions.

Remaining underdistributions for 2018. Subtract lines 3h and 4b from line 1. For result greater than zero, explain in Part VI. See instructions.

Excess distributions carryover to 2019. Add lines 3j and 4c.

Breakdown of line 7: Excess from 2014 . . . . . . . . . . . . . . . . . . . . . . . .

Excess from 2015 . . . . . . . . . . . . . . . . . . . . . . . .

Excess from 2016 . . . . . . . . . . . . . . . . . . . . . . . . .

Excess from 2017 . . . . . . . . . . . . . . . . . . . . . . . . .

Excess from 2018 . . . . . . . . . . . . . . . . . . . . . . . . .

(iii) Distributable Amount for 2018

C LO

1 2

(ii) Underdistributions Pre-2018

D IS

9 10

** *

Amounts paid to supported organizations to accomplish exempt purposes Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity Administrative expenses paid to accomplish exempt purposes of supported organizations Amounts paid to acquire exempt-use assets Qualified set-aside amounts (prior IRS approval required) Other distributions (describe in Part VI). See instructions.

Total annual distributions. Add lines 1 through 6.

Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions.

Distributable amount for 2018 from Section C, line 6 Line 8 amount divided by line 9 amount (i) Section E - Distribution Allocations (see instructions) Excess Distributions

3 4 5 6 7 8

Page 7

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)

6

7 8 a b c d e

Schedule A (Form 990 or 990-EZ) 2018

DAA

HAW0006 11/13/2019 9:58 AM Pg 29

Schedule A (Form 990 or 990-EZ) 2018

Part VI

HAWAII COMMUNITY FOUNDATION

99-0261283

Page 8

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a, and 3b; Part V, line 1; Part V, Section B, line 1e; Part V, Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions.)

. ................................................................................................................................................................

. ................................................................................................................................................................

. ................................................................................................................................................................

. ................................................................................................................................................................

. ................................................................................................................................................................

. ................................................................................................................................................................

** *

. ...............................................................................................................................................................

PY

. ................................................................................................................................................................

C

O

. ................................................................................................................................................................

R

E

. ................................................................................................................................................................

SU

. ................................................................................................................................................................

C LO

. ................................................................................................................................................................

D IS

. ................................................................................................................................................................

U BL

IC

. ................................................................................................................................................................

. ................................................................................................................................................................

**

*P

. ................................................................................................................................................................

. ................................................................................................................................................................

. ................................................................................................................................................................

. ................................................................................................................................................................

. ................................................................................................................................................................

. ................................................................................................................................................................

. ................................................................................................................................................................

. ................................................................................................................................................................

. ................................................................................................................................................................

. ................................................................................................................................................................

. ................................................................................................................................................................

DAA

Schedule A (Form 990 or 990-EZ) 2018

HAW0006 11/13/2019 9:58 AM Pg 34

Political Campaign and Lobbying Activities

SCHEDULE C (Form 990 or 990-EZ) Department of the Treasury Internal Revenue Service

OMB No. 1545-0047

2018

For Organizations Exempt From Income Tax Under section 501(c) and section 527

 Complete if the organization is described below.  Attach to Form 990 or Form 990-EZ. Open to Public Inspection  Go to www.irs.gov/Form990 for instructions and the latest information.

If the organization answered “Yes,” on Form 990, Part IV, line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then • Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C. • Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B. • Section 527 organizations: Complete Part I-A only.

If the organization answered “Yes,” on Form 990, Part IV, line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then • Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B. • Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A. If the organization answered “Yes,” on Form 990, Part IV, line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then • Section 501(c)(4), (5), or (6) organizations: Complete Part III. Name of organization Employer identification number

HAWAII COMMUNITY FOUNDATION Part I-A

3

** *

O

C

E

R

**

*P

4 5

Complete if the organization is exempt under section 501(c), except section 501(c)(3).

Enter the amount directly expended by the filing organization for section 527 exempt function activities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  $ . . . . . . . . . . . . . . . . . . . . . . . . . . .

Enter the amount of the filing organization’s funds contributed to other organizations for section 527 exempt function activities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  $ . . . . . . . . . . . . . . . . . . . . . . . . . . .

Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  $ . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes No Did the filing organization file Form 1120-POL for this year? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.

C LO

2

SU

Part I-C 1

Complete if the organization is exempt under section 501(c)(3).

Enter the amount of any excise tax incurred by the organization under section 4955 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  $ . . . . . . . . . . . . . . . . . . . . . . . . . . .

Enter the amount of any excise tax incurred by organization managers under section 4955 . . . . . . . . . . . . . . . . . . . . . . .  $ . . . . . . . . . . . . . . . . . . . . . . . . . . .

If the organization incurred a section 4955 tax, did it file Form 4720 for this year? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes No Yes No Was a correction made? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

If “Yes,” describe in Part IV.

D IS

1 2 3 4a b

PY

Part I-B

...........................

IC

2 3

Provide a description of the organization’s direct and indirect political campaign activities in Part IV. (see instructions for definition of “political campaign activities”) Political campaign activity expenditures (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  $ Volunteer hours for political campaign activities (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

U BL

1

99-0261283

Complete if the organization is exempt under section 501(c) or is a section 527 organization.

(a) Name

(b) Address

(c) EIN

(d) Amount paid from filing organization’s funds. If none, enter -0-.

(e) Amount of political contributions received and promptly and directly delivered to a separate political organization.

If none, enter -0-.

(1) (2) (3) (4) (5) (6) For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

DAA

Schedule C (Form 990 or 990-EZ) 2018

HAW0006 11/13/2019 9:58 AM Pg 35

Schedule C (Form 990 or 990-EZ) 2018

Part II-A

HAWAII COMMUNITY FOUNDATION

A Check  B Check 

if the filing organization belongs to an affiliated group (and list in Part IV each affiliated group member's name, address, EIN, expenses, and share of excess lobbying expenditures). if the filing organization checked box A and “limited control” provisions apply.

Limits on Lobbying Expenditures

Total lobbying expenditures to influence public opinion (grass roots lobbying) . . . . . . . . . . . . . . . .

Total lobbying expenditures to influence a legislative body (direct lobbying) . . . . . . . . . . . . . . . . . . .

Total lobbying expenditures (add lines 1a and 1b) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Other exempt purpose expenditures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Total exempt purpose expenditures (add lines 1c and 1d) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Lobbying nontaxable amount. Enter the amount from the following table in both columns.

If the amount on line 1e, column (a) or (b) is:

The lobbying nontaxable amount is:

Not over $500,000

20% of the amount on line 1e.

Over $500,000 but not over $1,000,000

$100,000 plus 15% of the excess over $500,000.

Over $1,000,000 but not over $1,500,000

$175,000 plus 10% of the excess over $1,000,000. $225,000 plus 5% of the excess over $1,500,000.

Over $17,000,000

$1,000,000.

1,000,000

** *

Over $1,500,000 but not over $17,000,000

0 20,114 20,114 57,701,133 57,721,247

O

PY

250,000 Grassroots nontaxable amount (enter 25% of line 1f) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

0 Subtract line 1g from line 1a. If zero or less, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

0 Subtract line 1f from line 1c. If zero or less, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting section 4911 tax for this year? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

No

E

C

g h i j

(b) Affiliated group totals

(a) Filing organization's totals

(The term “expenditures” means amounts paid or incurred.)

1a b c d e f

Page 2

99-0261283

Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).

C LO

SU

R

4-Year Averaging Period Under Section 501(h) (Some organizations that made a section 501(h) election do not have to complete all of the five columns below.

See the separate instructions for lines 2a through 2f.)

Calendar year (or fiscal year beginning in)

c Total lobbying expenditures d Grassroots nontaxable amount

IC

U BL

1,000,000

(b) 2016

1,000,000

(c) 2017

1,000,000

(d) 2018

(e) Total

1,000,000

85,149

147,724

121,049

20,114

374,036

250,000

250,000

250,000

250,000

1,000,000

e Grassroots ceiling amount (150% of line 2d, column (e)) f Grassroots lobbying expenditures

4,000,000 6,000,000

*P

b Lobbying ceiling amount (150% of line 2a, column (e))

**

2a Lobbying nontaxable amount

(a) 2015

D IS

Lobbying Expenditures During 4-Year Averaging Period

1,500,000 0 Schedule C (Form 990 or 990-EZ) 2018

DAA

HAW0006 11/13/2019 9:58 AM Pg 36

Schedule C (Form 990 or 990-EZ) 2018

Part II-B

HAWAII COMMUNITY FOUNDATION

For each "Yes," response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.

(b)

Yes No

Amount

During the year, did the filing organization attempt to influence foreign, national, state, or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of: Volunteers? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? . . . . . . . . . . . .

Media advertisements? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Mailings to members, legislators, or the public? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Publications, or published or broadcast statements? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Grants to other organizations for lobbying purposes? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Direct contact with legislators, their staffs, government officials, or a legislative body? . . . . . . . . . . . . . . . . . . . . . . .

Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? . . . . . . . . . . . . . . . .

Other activities? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Total. Add lines 1c through 1i . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? . . . . . . . . . . . . . . . . . .

If “Yes,” enter the amount of any tax incurred under section 4912 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

If “Yes,” enter the amount of any tax incurred by organization managers under section 4912 . . . . . . . . . . . . . . . .

If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? . . . . . . . . . . . . . . . . . . . . . .

** *

a b c d e f g h i j 2a b c d

(a)

Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).

O

Part III-A

PY

1

Page 3

99-0261283

Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).

C

Yes No

R

SU

1 2 3

Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered “No,” OR (b) Part III-A, line 3, is answered “Yes.”

C LO

Part III-B

E

Were substantially all (90% or more) dues received nondeductible by members? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Did the organization make only in-house lobbying expenditures of $2,000 or less? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Did the organization agree to carry over lobbying and political campaign activity expenditures from the prior year? . . . . . . . . . . . .

D IS

1 2 3

1 2

1

2a 2b 2c 3

**

*P

U BL

IC

Dues, assessments and similar amounts from members . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid). a Current year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b Carryover from last year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . c Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

3 Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues . . . . . . . . . . . . . . .

4 If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

5 Taxable amount of lobbying and political expenditures (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Part IV

4 5

Supplemental Information

Provide the descriptions required for Part I-A, line 1; Part I-B, line 4; Part I-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions); and Part II-B, line 1. Also, complete this part for any additional information. . ................................................................................................................................................................

. ................................................................................................................................................................

. ................................................................................................................................................................

. ................................................................................................................................................................

. ................................................................................................................................................................

. ................................................................................................................................................................

DAA

Schedule C (Form 990 or 990-EZ) 2018

HAW0006 11/13/2019 9:58 AM Pg 37

Schedule C (Form 990 or 990-EZ) 2018

Part IV

HAWAII COMMUNITY FOUNDATION

99-0261283

Page 4

Supplemental Information (continued)

. ................................................................................................................................................................

. ................................................................................................................................................................

. ................................................................................................................................................................

. ................................................................................................................................................................

. ................................................................................................................................................................

. ................................................................................................................................................................

. ................................................................................................................................................................

. ................................................................................................................................................................

** *

. ................................................................................................................................................................

PY

. ................................................................................................................................................................

C

O

. ................................................................................................................................................................

R

E

. ................................................................................................................................................................

SU

. ................................................................................................................................................................

C LO

. ................................................................................................................................................................

D IS

. ................................................................................................................................................................

U BL

IC

. ................................................................................................................................................................

. ................................................................................................................................................................

**

*P

. ................................................................................................................................................................

. ................................................................................................................................................................

. ................................................................................................................................................................

. ................................................................................................................................................................

. ................................................................................................................................................................

. ................................................................................................................................................................

. ................................................................................................................................................................

. ................................................................................................................................................................

. ................................................................................................................................................................

. ................................................................................................................................................................

Schedule C (Form 990 or 990-EZ) 2018 DAA

HAW0006 11/13/2019 9:58 AM Pg 38

SCHEDULE D (Form 990) Department of the Treasury Internal Revenue Service

Supplemental Financial Statements

99-0261283

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts.

Complete if the organization answered “Yes” on Form 990, Part IV, line 6. (a) Donor advised funds

6

(b) Funds and other accounts

287 3 Total number at end of year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Aggregate value of contributions to (during year) . . . . . . . . . . . . . . . . . .

26,082,856 17,623 22,105,573 107,890 Aggregate value of grants from (during year) . . . . . . . . . . . . . . . . . . . . . .

121,927,601 4,368,437 Aggregate value at end of year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X Yes No Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose No conferring impermissible private benefit? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X Yes Conservation Easements.

Complete if the organization answered “Yes” on Form 990, Part IV, line 7.

** *

Part II

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of a historically important land area Protection of natural habitat Preservation of a certified historic structure Preservation of open space Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.

Held at the End of the Tax Year

6

SU

C LO

D IS

IC

4 5

U BL

3

2a Total number of conservation easements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Total acreage restricted by conservation easements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

2b Number of conservation easements on a certified historic structure included in (a) . . . . . . . . . . . . . . . . . . . . . . . . . . . .

2c Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

2d Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the tax year  . . . . . . . . . . . . . . .

Number of states where property subject to conservation easement is located  . . . . .

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of Yes violations, and enforcement of the conservation easements it holds? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year ...............

**

 7

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year  $ ..........................

8

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes the organization’s accounting for conservation easements.

9

No

*P

a b c d

R

E

2

C

O

PY

1

Open to Public Inspection

Employer identification number

HAWAII COMMUNITY FOUNDATION

1 2 3 4 5

2018

Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.  Attach to Form 990.  Go to www.irs.gov/Form990 for instructions and the latest information.

Name of the organization

Part I

OMB No. 1545-0047

 Complete if the organization answered “Yes” on Form 990,

Part III

Yes

No

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.

Complete if the organization answered “Yes” on Form 990, Part IV, line 8.

1a If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items. b If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items: (i) Revenue included on Form 990, Part VIII, line 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  $ . . . . . . . . . . . . . . . . . . . . . . . . . . . (ii) Assets included in Form 990, Part X . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  $ . . . . . . . . . . . .100,461 ...............

2 If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the following amounts required to be reported under SFAS 116 (ASC 958) relating to these items: a Revenue included on Form 990, Part VIII, line 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  $ . . . . . . . . . . . . . . . . . . . . . . . . . . . b Assets included in Form 990, Part X . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  $ Schedule D (Form 990) 2018 For Paperwork Reduction Act Notice, see the Instructions for Form 990.

DAA

HAW0006 11/13/2019 9:58 AM Pg 39

HAWAII COMMUNITY FOUNDATION 99-0261283 Page 2 Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Schedule D (Form 990) 2018

Part III 3

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

a Public exhibition d Loan or exchange programs e X Other . .ENCHANCE b Scholarly research . . . . . . . . . . . . . . . . . . . .OFFICE . . . . . . . . . . . . . . .DECOR ................ c Preservation for future generations 4 Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in Part XIII. 5 During the year, did the organization solicit or receive donations of art, historical treasures, or other similar assets to be sold to raise funds rather than to be maintained as part of the organization’s collection? . . . . . . . . . . . . . . . . . . . . . . . . . . .

Part IV

Yes

X

No

Escrow and Custodial Arrangements.

Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

1a Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not included on Form 990, Part X? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b If “Yes,” explain the arrangement in Part XIII and complete the following table:

Yes

No

Amount

PY

No

Endowment Funds.

Complete if the organization answered “Yes” on Form 990, Part IV, line 10.

C

Part V

** *

1c Beginning balance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Additions during the year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

1d 1e Distributions during the year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

1f Ending balance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? . . . . . . . . . . . . . . . . .

If “Yes,” explain the arrangement in Part XIII. Check here if the explanation has been provided on Part XIII . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

O

c d e f 2a b

(b) Prior year

(c) Two years back

(d) Three years back

(e) Four years back

R

E

(a) Current year

**

*P

U BL

IC

D IS

C LO

SU

475,880,911 411,819,527 399,609,967 386,799,267 365,237,391 1a Beginning of year balance . . . . . . . . . . . .

13,194,239 9,162,703 9,381,034 18,860,467 13,740,870 b Contributions . . . . . . . . . . . . . . . . . . . . . . . . . . c Net investment earnings, gains, and 31,724,882 69,337,452 22,495,450 6,889,984 19,459,119 losses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

15,734,840 14,782,280 13,957,705 12,806,380 11,313,849 d Grants or scholarships . . . . . . . . . . . . . . . . e Other expenditures for facilities and 1,109,394 343,509 5,709,219 133,371 324,264 programs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . f Administrative expenses . . . . . . . . . . . . . .

440,506,034 475,880,911 411,819,527 399,609,967 386,799,267 g End of year balance . . . . . . . . . . . . . . . . . . .

2 Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as: a Board designated or quasi-endowment  .97.31 ...........% . b Permanent endowment  . . . 2.69 % ......... c Temporarily restricted endowment  . . . . . . . . . . . . . . % The percentages on lines 2a, 2b, and 2c should equal 100%.

3a Are there endowment funds not in the possession of the organization that are held and administered for the Yes No organization by: X (i) unrelated organizations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3a(i) (ii) related organizations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3a(ii) X X b If “Yes” on line 3a(ii), are the related organizations listed as required on Schedule R? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

3b 4 Describe in Part XIII the intended uses of the organization’s endowment funds.

Part VI

Land, Buildings, and Equipment.

Complete if the organization answered “Yes” on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property

(a) Cost or other basis

(b) Cost or other basis

(c) Accumulated

(investment)

(other)

depreciation

(d) Book value

87,900 1a Land . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

41,200 27,466 b Buildings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

53,389 52,304 c Leasehold improvements . . . . . . . . . . . . . . . . .

937,925 837,471 d Equipment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

709,168 582,381 e Other . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10c.) . . . . . . . . . . . . . . . . . . . . . . . . . . . 

87,900 13,734 1,085 100,454 126,787 329,960

Schedule D (Form 990) 2018

DAA

HAW0006 11/13/2019 9:58 AM Pg 40

HAWAII COMMUNITY FOUNDATION 99-0261283 Page 3 Investments—Other Securities.

Complete if the organization answered “Yes” on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

Schedule D (Form 990) 2018

Part VII

(a) Description of security or category

(b) Book value

(c) Method of valuation:

(including name of security)

Cost or end-of-year market value

(1) Financial derivatives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(2) Closely-held equity interests . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(3) Other . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (A) ........................................................................ . . . . (B) ........................................................................ . . . . (C) ........................................................................ . . . . (D) ........................................................................ . . . . (E) ........................................................................ . . . . (F) ........................................................................ . . . . (G) ........................................................................ . . . . (H) ........................................................................

Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.) 

Part VIII

Investments—Program Related.

Complete if the organization answered “Yes” on Form 990, Part IV, line 11c. See Form 990, Part X, line 13. (a) Description of investment

(b) Book value

(c) Method of valuation:

PY O C E R SU

Other Assets.

Complete if the organization answered “Yes” on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

D IS

Part IX

C LO

(1) (2) (3) (4) (5) (6) (7) (8) (9) Total. (Column (b) must equal Form 990, Part X, col. (B) line 13.) 

** *

Cost or end-of-year market value

(b) Book value

(a) Description

**

*P

U BL

IC

(1) (2) (3) (4) (5) (6) (7) (8) (9) Total. (Column (b) must equal Form 990, Part X, col. (B) line 15.)

Part X

..........................................................



Other Liabilities.

Complete if the organization answered "Yes" on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

(a) Description of liability (b) Book value 1.

(1) Federal income taxes (2) TOBACCO FUNDS HELD FOR STATE, (HI) 49,901,460 4,247,918 (3) FUNDS HELD AS AGENCY ENDOWMT 964,985 (4) GIFT ANNUITY LIABILITIES 103,755 (5) OTHER LIABILITIES (6) (7) (8) (9) Total. (Column (b) must equal Form 990, Part X, col. (B) line 25.)  55,218,118 2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization’s financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII DAA

....

X

Schedule D (Form 990) 2018

HAW0006 11/13/2019 9:58 AM Pg 41

Schedule D (Form 990) 2018

Part XI

1 Total revenue, gains, and other support per audited financial statements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Amounts included on line 1 but not on Form 990, Part VIII, line 12: 2a -40,672,107 Net unrealized gains (losses) on investments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Donated services and use of facilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

2b 2c Recoveries of prior year grants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

-745 2d Other (Describe in Part XIII.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Add lines 2a through 2d . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2e 3 Subtract line 2e from line 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Amounts included on Form 990, Part VIII, line 12, but not on line 1: 4a Investment expenses not included on Form 990, Part VIII, line 7b . . . . . . . . . . . . . . . . .

4b Other (Describe in Part XIII.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Add lines 4a and 4b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4c 5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Part XII

-40,672,852 65,299,322

65,299,322

1

57,770,499

2e 3

57,770,499

4c 5

57,770,499

SU

R

E

C

O

PY

** *

Total expenses and losses per audited financial statements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Amounts included on line 1 but not on Form 990, Part IX, line 25: 2a Donated services and use of facilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

2b Prior year adjustments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

2c Other losses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

2d Other (Describe in Part XIII.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Add lines 2a through 2d . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Subtract line 2e from line 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Amounts included on Form 990, Part IX, line 25, but not on line 1: 4a Investment expenses not included on Form 990, Part VIII, line 7b . . . . . . . . . . . . . . . . .

4b Other (Describe in Part XIII.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Add lines 4a and 4b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Part XIII

24,626,470

Reconciliation of Expenses per Audited Financial Statements With Expenses per Return.

Complete if the organization answered "Yes" on Form 990, Part IV, line 12a.

Supplemental Information.

C LO

1 2 a b c d e 3 4 a b c 5

Page 4

99-0261283

D IS

1 2 a b c d e 3 4 a b c 5

HAWAII COMMUNITY FOUNDATION

Reconciliation of Revenue per Audited Financial Statements With Revenue per Return.

Complete if the organization answered “Yes” on Form 990, Part IV, line 12a.

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part IV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

IC

PART III, LINE 4 - COLLECTIONS AND RELATION TO EXEMPT PURPOSE

U BL

. ................................................................................................................................................................

HAWAII COMMUNITY FOUNDATION UTILIZES THE DONATED WORKS OF ARTS (HAPPENS

*P

. ................................................................................................................................................................

INFREQUENTLY) TO ENHANCE ITS OFFICE ENVIRONMENT AND AS A DEVELOPMENT TOOL

**

. ................................................................................................................................................................

TO ENGAGE PROSPECTIVE DONORS AND PROVIDE AN EXAMPLE HOW ONE DONOR WAS ABLE

. ................................................................................................................................................................

TO LEAVE A LEGACY WITH THE FOUNDATION TO CARRY ON HIS PHILANTHROPIC

. ................................................................................................................................................................

DESIRES FOR THE COMMUNITY.

. ................................................................................................................................................................

. ................................................................................................................................................................

PART V, LINE 4 - INTENDED USES FOR ENDOWMENT FUNDS

. ................................................................................................................................................................

ENDOWMENT FUNDS ARE MANAGED FOR PERPETUITY AND TO PERFORM COMMUNITY GRANT

. ................................................................................................................................................................

MAKING AND/OR PROVIDE PROGRAM SERVICES IN ACCORDANCE WITH A DONOR'S INTENT

. ................................................................................................................................................................

AND CONSISTENT WITH THE ORGANIZATION'S MISSION.

. ................................................................................................................................................................

. ................................................................................................................................................................

Schedule D (Form 990) 2018 DAA

HAW0006 11/13/2019 9:58 AM Pg 42

Schedule D (Form 990) 2018

Part XIII

HAWAII COMMUNITY FOUNDATION

Page 5

99-0261283

Supplemental Information (continued)

PART X - FIN 48 FOOTNOTE

. ................................................................................................................................................................

FOOTNOTE IN MOST RECENT AUDITED STATEMENT READS: "THE FOUNDATION HAS

. ................................................................................................................................................................

RECEIVED A DETERMINATION FROM THE INTERNAL REVENUE SERVICE THAT ITS STATED

. ................................................................................................................................................................

PURPOSE IS TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE.

. ................................................................................................................................................................

ACCORDINGLY, THE FOUNDATION IS EXEMPT FROM FEDERAL AND STATE INCOME

. ................................................................................................................................................................

AND EXCISE TAXES, EXCEPT ON UNRELATED BUSINESS INCOME.

. ................................................................................................................................................................

. ................................................................................................................................................................

MANAGEMENT BELIEVES THE FOUNDATION'S TAX YEARS PRIOR TO 2015 ARE NO LONGER

. ................................................................................................................................................................

SUBJECT TO EXAMINATION BY THE IRS. MANAGEMENT IS NOT AWARE OF ANY

** *

. ................................................................................................................................................................

SIGNIFICANT UNCERTAIN TAX POSITIONS TAKEN ON PREVIOUSLY FILED TAX RETURNS."

PY

. ................................................................................................................................................................

O

. ................................................................................................................................................................

C

PART XI, LINE 2D - REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER

R

E

. ................................................................................................................................................................

FAIR VALUE ADJUSTMENT-POOLED INCOME FUND

$

-745

C LO

SU

. ................................................................................................................................................................

. ................................................................................................................................................................

D IS

. ................................................................................................................................................................

U BL

IC

. ................................................................................................................................................................

. ................................................................................................................................................................

**

*P

. ................................................................................................................................................................

. ................................................................................................................................................................

. ................................................................................................................................................................

. ................................................................................................................................................................

. ................................................................................................................................................................

. ................................................................................................................................................................

. ................................................................................................................................................................

. ................................................................................................................................................................

. ................................................................................................................................................................

. ................................................................................................................................................................

Schedule D (Form 990) 2018 DAA

HAW0006 11/13/2019 9:58 AM Pg 43

SCHEDULE F (Form 990) Department of the Treasury Internal Revenue Service

Statement of Activities Outside the United States  Complete if the organization answered “Yes” on Form 990, Part IV, line 14b, 15, or 16.  Attach to Form 990.  Go to www.irs.gov/Form990 for instructions and the latest information.

Name of the organization

2018

Open to Public Inspection

Employer identification number

HAWAII COMMUNITY FOUNDATION Part I

OMB No. 1545-0047

99-0261283

General Information on Activities Outside the United States. Complete if the organization answered “Yes” on Form 990, Part IV, line 14b.

1

For grantmakers. Does the organization maintain records to substantiate the amount of its grants and other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

2

Yes

No

For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.

3

Activities per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.) (b) Number of offices in the region

(c) Number of employees, agents, and independent contractors in the region

(d) Activities conducted in the region (by type) (such as, fundraising, program services, investments, grants to recipients located in the region)

(e) If activity listed in (d) is a program service, describe specific type of service(s) in the region

(f) Total expenditures for and investments in the region

** *

(a) Region

PY

(1)

C

O

(2)

R

E

(3)

SU

(4)

C LO

(5)

D IS

(6)

(10)

U BL *P

(9)

**

(8)

IC

(7)

(11) (12) (13) (14) (15) (16) (17) 3a Subtotal . . . . . b Total from continuation sheets to Part I . .

c Totals (add lines 3a and 3b) For Paperwork Reduction Act Notice, see the Instructions for Form 990.

DAA

Schedule F (Form 990) 2018

HAW0006 11/13/2019 9:58 AM Pg 44

Page 2 HAWAII COMMUNITY FOUNDATION 99-0261283 Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered “Yes” on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.

Schedule F (Form 990) 2018

Part II 1

(a) Name of organization

(1)

(b) IRS code section and EIN (if applicable)

(c) Region

(d) Purpose of grant

(e) Amount of cash grant

REL/SPIRITUAL DEV NORTH AMERICA

(f) Manner of cash disbursement

(g) Amount of noncash assistance

(h) Description of noncash assistance

(i) Method of valuation (book, FMV, appraisal, other)

49,252 CASH PAYMENT

(2) (3)

PY

**

*

(4)

C O

(5)

E

(6)

SU

R

(7)

LO

(8)

IS

C

(9)

BL IC

D

(10)

(13)

**

(12)

*P U

(11)

(14) (15) (16) 2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt 1 by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  3 Enter total number of other organizations or entities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  Schedule F (Form 990) 2018

DAA

HAW0006 11/13/2019 9:58 AM Pg 45

Page 3 HAWAII COMMUNITY FOUNDATION 99-0261283 Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered “Yes” on Form 990, Part IV, line 16.

Part III can be duplicated if additional space is needed.

Schedule F (Form 990) 2018

Part III

(a) Type of grant or assistance

(b) Region

(c) Number of recipients

(d) Amount of cash grant

(e) Manner of cash disbursement

(f) Amount of noncash assistance

(g) Description of noncash assistance

(h) Method of valuation (book, FMV, appraisal, other)

(1) (2) (3)

PY

**

*

(4)

C O

(5)

E

(6)

SU

R

(7)

LO

(8)

IS

C

(9)

BL IC

D

(10)

(13)

**

(12)

*P U

(11)

(14) (15) (16) (17) (18) Schedule F (Form 990) 2018

DAA

HAW0006 11/13/2019 9:58 AM Pg 46

Schedule F (Form 990) 2018

Part IV

2

3

4

Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If “Yes,” the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

X

No

Did the organization have an interest in a foreign trust during the tax year? If “Yes,” the organization may be required to separately file Form 3520, Annual Return To Report Transactions With Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

X

No

Did the organization have an ownership interest in a foreign corporation during the tax year? If “Yes,” the organization may be required to file Form 5471, Information Return of U.S. Persons With Respect To Certain Foreign Corporations (see Instructions for Form 5471) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

X

No

Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund (see Instructions for Form 8621) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

X

No

Yes

X

No

Yes

X

No

Did the organization have an ownership interest in a foreign partnership during the tax year? If “Yes,” the organization may be required to file Form 8865, Return of U.S. Persons With Respect to Certain Foreign Partnerships (see Instructions for Form 8865) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

4

Did the organization have any operations in or related to any boycotting countries during the tax year? If “Yes,” the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

**

*P

U BL

IC

D IS

C LO

SU

R

E

6

C

O

PY

5

Page

99-0261283

** *

1

HAWAII COMMUNITY FOUNDATION Foreign Forms

DAA

Schedule F (Form 990) 2018

HAW0006 11/13/2019 9:58 AM Pg 47

Schedule F (Form 990) 2018

Part V

HAWAII COMMUNITY FOUNDATION Supplemental Information

99-0261283

Page

5

Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information. See instructions. . ................................................................................................................................................................

. ................................................................................................................................................................

. ................................................................................................................................................................

. ................................................................................................................................................................

. ................................................................................................................................................................

. ................................................................................................................................................................

** *

. ................................................................................................................................................................

PY

. ................................................................................................................................................................

C

O

. ................................................................................................................................................................

R

E

. ................................................................................................................................................................

SU

. ................................................................................................................................................................

C LO

. ................................................................................................................................................................

D IS

. ................................................................................................................................................................

U BL

IC

. ................................................................................................................................................................

. ................................................................................................................................................................

**

*P

. ................................................................................................................................................................

. ................................................................................................................................................................

. ................................................................................................................................................................

. ................................................................................................................................................................

. ................................................................................................................................................................

. ................................................................................................................................................................

. ................................................................................................................................................................

. ................................................................................................................................................................

. ................................................................................................................................................................

. ................................................................................................................................................................

. ................................................................................................................................................................

Schedule F (Form 990) 2018 DAA

HAW0006 11/13/2019 9:58 AM Pg 48

SCHEDULE G (Form 990 or 990-EZ)

Supplemental Information Regarding Fundraising or Gaming Activities  Attach to Form 990 or Form 990-EZ.

Department of the Treasury Internal Revenue Service

 Go to www.irs.gov/Form990 for instructions and the latest information.

Employer identification number

HAWAII COMMUNITY FOUNDATION

b c d

99-0261283

Fundraising Activities. Complete if the organization answered “Yes” on Form 990, Part IV, line 17.

Form 990-EZ filers are not required to complete this part.

Part I

a

2018 Open to Public Inspection

Name of the organization

1

OMB No. 1545-0047

Complete if the organization answered “Yes” on Form 990, Part IV, line 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a.

Indicate whether the organization raised funds through any of the following activities. Check all that apply.

X X X X

Mail solicitations

e

Internet and email solicitations

f

Phone solicitations

g

X X

Solicitation of non-government grants Solicitation of government grants Special fundraising events

In-person solicitations

2a Did the organization have a written or oral agreement with any individual (including officers, directors, trustees, or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services? . . . . . . . . . . . . . . . . . X b If “Yes,” list the 10 highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is to be compensated at least $5,000 by the organization. (iii) Did fund-

raiser have custody or control of contributions?

(ii) Activity

Yes No

KELVIN H. TAKETA C/O 827 FORT STREET MALL HONOLULU HI 96813

PY

1

(vi) Amount paid to (or retained by) organization

X

0

193,823

-193,823

193,823

-193,823

O

SEE PT IV

(v) Amount paid to (or retained by) fundraiser listed in col. (i)

(iv) Gross receipts from activity

No

** *

(i) Name and address of individual or entity (fundraiser)

Yes

R

E

C

2

C LO

SU

3

D IS

4

U BL

IC

5

**

*P

6

7

8

9

10

Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

3

List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.

HAWAII

. ................................................................................................................................................................ . ................................................................................................................................................................ . ................................................................................................................................................................ . ................................................................................................................................................................ . ................................................................................................................................................................ .

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. .

DAA

Schedule G (Form 990 or 990-EZ) 2018

HAW0006 11/13/2019 9:58 AM Pg 49

Page 2 HAWAII COMMUNITY FOUNDATION 99-0261283 Fundraising Events. Complete if the organization answered “Yes” on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.

Schedule G (Form 990 or 990-EZ) 2018

Part II

(a) Event #1

(b) Event #2

(c) Other events (d) Total events

Revenue

(add col. (a) through (event type)

(event type)

col. (c))

(total number)

1 Gross receipts . . . . . . . .

2 Less: Contributions . .

3 Gross income (line 1 minus line 2) . . . . . . . . . . . . . . . . . .

4 Cash prizes

..........

7 Food and beverages 8 Entertainment

** *

....

.

PY

6 Rent/facility costs

........

C

O

Direct Expenses

5 Noncash prizes . . . . . . .

R

E

9 Other direct expenses

.......

..........

3 Noncash prizes . . . . . . .

D IS

col. (a) through col. (c))

*P

2 Cash prizes

(d) Total gaming (add

(c) Other gaming

U BL

1 Gross revenue

(b) Pull tabs/instant

bingo/progressive bingo

IC

(a) Bingo

C LO

Gaming. Complete if the organization answered “Yes” on Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.

**

Direct Expenses

Revenue

Part III

SU

10 Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

11 Net income summary. Subtract line 10 from line 3, column (d) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

4 Rent/facility costs

....

5 Other direct expenses 6 Volunteer labor

.......

Yes No

................%

Yes . . . . . . . . . . . . . . . . % No

Yes No

.............

%

7 Direct expense summary. Add lines 2 through 5 in column (d) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

8 Net gaming income summary. Subtract line 7 from line 1, column (d)

.............................................

9 Enter the state(s) in which the organization conducts gaming activities: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes No a Is the organization licensed to conduct gaming activities in each of these states? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b If “No,” explain: . .......................................................................................................................................................... . ..........................................................................................................................................................

10a Were any of the organization’s gaming licenses revoked, suspended, or terminated during the tax year? b If “Yes,” explain:

.........................

Yes

No

. .......................................................................................................................................................... . ..........................................................................................................................................................

DAA

Schedule G (Form 990 or 990-EZ) 2018

HAW0006 11/13/2019 9:58 AM Pg 50

Schedule G (Form 990 or 990-EZ) 2018

HAWAII COMMUNITY FOUNDATION

Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Is the organization a grantor, beneficiary or trustee of a trust, or a member of a partnership or other entity formed to administer charitable gaming? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

13 Indicate the percentage of gaming activity conducted in: a The organization’s facility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13a b An outside facility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13b 14 Enter the name and address of the person who prepares the organization’s gaming/special events books and records: Name 

No

Yes

No % %

..................................................................................................................................

15a Does the organization have a contract with a third party from whom the organization receives gaming revenue? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b If “Yes,” enter the amount of gaming revenue received by the organization $ . . . . . . . . . . . . . . . . . . . . . . . . . . . . and the amount of gaming revenue retained by the third party  $ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . c If “Yes,” enter name and address of the third party:

Yes

No

** *

.....................................................................................................................................

..................................................................................................................................

PY

Address 

O

Gaming manager information:

............................................................................................................................

Director/officer

................................................................................................

Employee

D IS

Description of services provided 

C LO

Gaming manager compensation $ . . . . . . . . . . . . . . . . . . . . . . . . . . . .

SU

R

Name 

E

C

16

3

Yes

.....................................................................................................................................

Address 

Name 

Page

99-0261283

11 12

Independent contractor

U BL

No

*P

Yes

Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information.

See instructions.

**

Part IV

IC

Mandatory distributions: Is the organization required under state law to make charitable distributions from the gaming proceeds to retain the state gaming license? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b Enter the amount of distributions required under state law to be distributed to other exempt organizations or spent in the organization’s own exempt activities during the tax year $

17 a

SCHEDULE G, PAGE 3, PART IV - ADDITIONAL INFORMATION .PART . . . . . . . . . . I, . . . . . . .LINE . . . . . . . . . . .1(II): . . . . . . . . . . . . . . .ADVISING, . . . . . . . . . . . . . . . . . . . . . .CONSULTING . . . . . . . . . . . . . . . . . . . . . . . .& . . . . RELATIONSHIP . . . . . . . . . . . . . . . . . . . . . . . . . . . . DEVELOPMENT ....................................... . ................................................................................................................................................................

. ................................................................................................................................................................ . ................................................................................................................................................................ . ................................................................................................................................................................ . ................................................................................................................................................................ . ................................................................................................................................................................ . ................................................................................................................................................................ . ................................................................................................................................................................ . ................................................................................................................................................................ . ................................................................................................................................................................ . ................................................................................................................................................................ .

DAA

Schedule G (Form 990 or 990-EZ) 2018

HAW0006 11/13/2019 9:58 AM Pg 51

Grants and Other Assistance to Organizations, Governments, and Individuals in the United States

SCHEDULE I (Form 990)

Name of the organization

X

Yes

No

Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered “Yes” on Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed. (c) IRC section (if applicable)

(b) EIN

(d) Amount of cash grant

(e) Amount of noncash assistance

SEE STATEMENT #3 42,732,287

(g) Description of noncash assistance

(h) Purpose of grant or assistance

E

C O

. .............................................................

(2)

(f) Method of valuation (book, FMV, appraisal, other)

*

(a) Name and address of organization or government

**

(1)

General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Describe in Part IV the organization’s procedures for monitoring the use of grant funds in the United States.

Part II 1

99-0261283

PY

2

Open to Public Inspection Employer identification number

HAWAII COMMUNITY FOUNDATION Part I

2018

Complete if the organization answered "Yes" on Form 990, Part IV, line 21 or 22.  Attach to Form 990.  Go to www.irs.gov/Form990 for the latest information.

Department of the Treasury Internal Revenue Service

1

OMB No. 1545-0047

SU

R

. .............................................................

(3)

LO

. .............................................................

IS

C

(4)

D

. .............................................................

BL IC

(5)

(6)

**

. .............................................................

*P U

. .............................................................

(7) . .............................................................

(8) . .............................................................

(9) . .............................................................

2 3

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  . . 607 .........................

Enter total number of other organizations listed in the line 1 table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

DAA

Schedule I (Form 990) (2018)

HAW0006 11/13/2019 9:58 AM Pg 52

Schedule I (Form 990) (2018)

Part III

HAWAII COMMUNITY FOUNDATION

(a) Type of grant or assistance

1

99-0261283

Page

2

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered “Yes” on Form 990, Part IV, line 22.

Part III can be duplicated if additional space is needed. (b) Number of recipients

(c) Amount of cash grant

EDUCATIONAL SCHOLARSHIPS 769

(d) Amount of noncash assistance

(e) Method of valuation (book, (f) Description of noncash assistance FMV, appraisal, other)

2,790,111

N/A

N/A

2 3

**

*

4

PY

5

C O

6

R

Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.

SU

Part IV

E

7

PART I, LINE 2 - PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS

LO

. ..................................................................................................................................................................................................................

C

HAWAII COMMUNITY FOUNDATION UTILIZES A PROPRIETARY GRANT ADMINISTRATION

IS

. ..................................................................................................................................................................................................................

D

SYSTEM TO MANAGE THE ENTIRE GRANT MAKING PROCESS FROM EVALUATING GRANT

BL IC

. ..................................................................................................................................................................................................................

PROPOSALS, AWARDING GRANTS AND MONITORING GRANT EXPENDITURES. QUANTITATIVE

*P U

. ..................................................................................................................................................................................................................

AND QUALITATIVE INFORMATION IS MAINTAINED ABOUT GRANTEES. MONITORING

. ..................................................................................................................................................................................................................

**

ACTIVITIES FOR GRANTS AWARDED INCLUDE REQUESTING AND REVIEWING PERIODIC

. ..................................................................................................................................................................................................................

PROGRAMMATIC AND FINANCIAL REPORTS, SITE VISITATIONS, REVIEWING REQUESTED

. ..................................................................................................................................................................................................................

DOCUMENTATION AND IN CERTAIN CIRCUMSTANCES CONDUCTING EVALUATIONS OF MAJOR

. ..................................................................................................................................................................................................................

INITIATIVES.

. ..................................................................................................................................................................................................................

. ..................................................................................................................................................................................................................

Schedule I (Form 990) (2018) DAA

HAW0006 11/13/2019 9:58 AM Pg 53

SCHEDULE J (Form 990)

Department of the Treasury Internal Revenue Service

Compensation Information

Name of the organization

2018 Open to Public Inspection

Employer identification number

HAWAII COMMUNITY FOUNDATION Part I

OMB No. 1545-0047

For certain Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees  Complete if the organization answered "Yes" on Form 990, Part IV, line 23.  Attach to Form 990. Go to www.irs.gov/Form990 for instructions and the latest information.

99-0261283

Questions Regarding Compensation Yes

No

1a Check the appropriate box(es) if the organization provided any of the following to or for a person listed on Form 990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use Travel for companions Payments for business use of personal residence Tax indemnification and gross-up payments Health or social club dues or initiation fees Discretionary spending account Personal services (such as maid, chauffeur, chef) b If any of the boxes on line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all directors, trustees, and officers, including the CEO/Executive Director, regarding the items checked on line 1a? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

2

O

Indicate which, if any, of the following the filing organization used to establish the compensation of the organization’s CEO/Executive Director. Check all that apply. Do not check any boxes for methods used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III. Written employment contract X Compensation committee Independent compensation consultant X Compensation survey or study Form 990 of other organizations X X Approval by the board or compensation committee

C LO

SU

R

E

C

3

PY

** *

2

1b

During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization: a Receive a severance payment or change-of-control payment? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b Participate in, or receive payment from, a supplemental nonqualified retirement plan? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . c Participate in, or receive payment from, an equity-based compensation arrangement? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

If "Yes" to any of lines 4a–c, list the persons and provide the applicable amounts for each item in Part III.

X X X

5a 5b

X X

6a 6b

X X

7

X

8

X

**

Only section 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5–9.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any compensation contingent on the revenues of: a The organization? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b Any related organization? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

If “Yes” on line 5a or 5b, describe in Part III.

5

4a 4b 4c

*P

U BL

IC

D IS

4

6

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any compensation contingent on the net earnings of: a The organization? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b Any related organization? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

If “Yes” on line 6a or 6b, describe in Part III.

7 8

9

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed payments not described on lines 5 and 6? If “Yes,” describe in Part III . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Were any amounts reported on Form 990, Part VII, paid or accrued pursuant to a contract that was subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If “Yes,” describe in Part III . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

9 Schedule J (Form 990) 2018 For Paperwork Reduction Act Notice, see the Instructions for Form 990.

DAA

HAW0006 11/13/2019 9:58 AM Pg 54

Schedule J (Form 990) 2018

Part II

HAWAII COMMUNITY FOUNDATION

Page

99-0261283

2

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the instructions, on row (ii). Do not list any individuals that aren't listed on Form 990, Part VII. Note: The sum of columns (B)(i)–(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(B) Breakdown of W-2 and/or 1099-MISC compensation (i) Base compensation

(A) Name and Title

8

9

(i)

.

(ii) (i) (ii) (i)

10

(ii)

11

(ii)

12

(ii)

13

(ii)

14

(ii)

15

(ii)

16

(ii)

(i)

.

PY

. ..............................................................................................................................................

. ..............................................................................................................................................

. ..............................................................................................................................................

**

(i)

C O

R

.

(ii) (i)

**

*

.

E

(i) (ii)

SU

7

.

(ii)

LO

6

.

(ii) (i)

295,553 0 0 27,500 24,446 347,499 0 0 0 0 0 0 0 0 233,626 0 0 24,290 21,683 279,599 0 ..............................................................................................................................................

0 0 0 0 0 0 0 203,031 0 0 20,775 16,123 239,929 0 ..............................................................................................................................................

0 0 0 0 0 0 0 183,533 0 0 18,046 8,379 209,958 0 ..............................................................................................................................................

0 0 0 0 0 0 0 180,632 0 0 18,505 13,302 212,439 0 ..............................................................................................................................................

0 0 0 0 0 0 0 172,909 0 0 17,123 8,266 198,298 0 ..............................................................................................................................................

0 0 0 0 0 0 0 165,793 0 0 17,258 13,979 197,030 0 ..............................................................................................................................................

0 0 0 0 0 0 0 122,440 0 0 13,175 16,370 151,985 0 ..............................................................................................................................................

0 0 0 0 0 0 0 221,019 0 0 21,903 15,510 258,432 0 ..............................................................................................................................................

0 0 0 0 0 0 0

C

5

.

(ii) (i)

(F) Compensation in column (B) reported as deferred on prior Form 990

IS

4

.

(ii) (i)

(E) Total of columns (B)(i)–(D)

. ..............................................................................................................................................

(ii) (i)

(D) Nontaxable benefits

D

3

(i)

(C) Retirement and other deferred compensation

BL IC

2

MICAH KANE CEO CHRISTINE VAN BERGEIJK SVP-STRAT INIT & NTW KATHERINE LLOYD SVP-ENGMT CUL & D RE MYLES SHIBATA VP-MRKTG INITIATIVES WALLACE G.K. CHIN SVP-CFO AMY LUERSEN SVP-COMM GRNTS & INV THOMAS KELLY, JR. VP-KNOWLDG,EVAL,LRN JEN-L LYMAN DR OF PHIL PSHIPS KELVIN H. TAKETA FORMER CEO

(iii) Other reportable compensation

*P U

1

(ii) Bonus & incentive compensation

(i)

(i)

(i)

(i)

. ..............................................................................................................................................

. ..............................................................................................................................................

. ..............................................................................................................................................

. ..............................................................................................................................................

Schedule J (Form 990) 2018

DAA

HAW0006 11/13/2019 9:58 AM Pg 55

Page 3 HAWAII COMMUNITY FOUNDATION 99-0261283 Part III Supplemental Information Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Schedule J (Form 990) 2018

. ..................................................................................................................................................................................................................

....................................................................................................................................................................................................................

. ..................................................................................................................................................................................................................

*

. ..................................................................................................................................................................................................................

PY

**

....................................................................................................................................................................................................................

C O

. ..................................................................................................................................................................................................................

R

E

....................................................................................................................................................................................................................

SU

. ..................................................................................................................................................................................................................

C

LO

. ..................................................................................................................................................................................................................

D

IS

. ..................................................................................................................................................................................................................

BL IC

. ..................................................................................................................................................................................................................

*P U

. ..................................................................................................................................................................................................................

**

. ..................................................................................................................................................................................................................

. ..................................................................................................................................................................................................................

. ..................................................................................................................................................................................................................

. ..................................................................................................................................................................................................................

. ..................................................................................................................................................................................................................

. ..................................................................................................................................................................................................................

Schedule J (Form 990) 2018

DAA

HAW0006 11/13/2019 9:58 AM Pg 56

SCHEDULE L (Form 990 or 990-EZ)

Transactions With Interested Persons

OMB No. 1545-0047

28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.  Attach to Form 990 or Form 990-EZ. Go to www.irs.gov/Form990 for instructions and the latest information.

Open To Public Inspection

Department of the Treasury Internal Revenue Service Name of the organization

Part I 1

2018

 Complete if the organization answered “Yes” on Form 990, Part IV, line 25a, 25b, 26, 27, 28a,

Employer identification number

HAWAII COMMUNITY FOUNDATION 99-0261283 Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and 501(c)(29) organizations only).

Complete if the organization answered “Yes” on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b. (b) Relationship between disqualified person and

(a) Name of disqualified person

(d) Corrected?

(c) Description of transaction

organization

Yes

No

(1) (2) (3) (4) (5) (6) 2 Enter the amount of tax incurred by the organization managers or disqualified persons during the year under section 4958 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  $ 3 Enter the amount of tax, if any, on line 2, above, reimbursed by the organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  $

Part II

Loans to and/or From Interested Persons.

loan

(d) Loan to

(e) Original

(f) Balance due

or from the principal amount org.?

(g) In default? (h) Approved

(i) Written by board or agreement? committee?

Yes

No

Yes

No

Yes

No

C

To From

PY

(c) Purpose of

O

(b) Relationship with organization

(a) Name of interested person

** *

Complete if the organization answered “Yes” on Form 990-EZ, Part V, line 38a or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22.

SU

R

E

(1)

C LO

(2)

D IS

(3) (4)

U BL

IC

(5)

*P

(6)

**

(7) (8) (9) (10)

Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  $

Part III

Grants or Assistance Benefiting Interested Persons.

Complete if the organization answered “Yes” on Form 990, Part IV, line 27. (a) Name of interested person

(b) Relationship between interested person and the organization

(c) Amount of assistance

(d) Type of assistance

(e) Purpose of assistance

(1) (2) (3) (4) (5) (6) (7) (8) (9) (10) For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. DAA

Schedule L (Form 990 or 990-EZ) 2018

HAW0006 11/13/2019 9:58 AM Pg 57

Schedule L (Form 990 or 990-EZ) 2018

Part IV

HAWAII COMMUNITY FOUNDATION

99-0261283

Page

2

Business Transactions Involving Interested Persons.

Complete if the organization answered “Yes” on Form 990, Part IV, line 28a, 28b, or 28c. (a) Name of interested person

(b) Relationship between interested person and the organization

(1) KAIMANA HILA (2) (3) (4) (5) (6) (7) (8) (9) (10)

Part V

(c) Amount of transaction

(d) Description of transaction

(e) Sharing

of org. revenues?

Yes

SEE BELOW

120,090 PROF & ADMIN SVCS

No

X

Supplemental Information Provide additional information for responses to questions on Schedule L (see instructions).

** *

SCHEDULE L, PART V - ADDITIONAL INFORMATION

PY

SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS:

O

(A) NAME: KAIMANA HILA

R

E

C

(B) RELATIONSHIP: HCF DIRECTOR, JENNIFER SABAS, IS THE OWNER OF THIS

SU

BUSINESS.

C LO

(D) DESCRIPTION OF TRANSACTION: COMPANY PROVIDES PROFESSIONAL AND

**

*P

U BL

IC

D IS

ADMINISTRATIVE SERVICES TO HAWAII COMMUNITY FOUNDATION.

Schedule L (Form 990 or 990-EZ) 2018 DAA

HAW0006 11/13/2019 9:58 AM Pg 58

SCHEDULE M (Form 990) Department of the Treasury Internal Revenue Service

OMB No. 1545-0047

Noncash Contributions

Name of the organization

Part I

99-0261283

Types of Property

(c)

(a)

(b)

Check if

Number of contributions or

applicable

items contributed

(d)

Noncash contribution amounts reported on Form 990, Part VIII, line 1g

Method of determining noncash contribution amounts

PRICE

PY

** *

Art — Works of art . . . . . . . . . . . . . . .

Art — Historical treasures . . . . . . .

Art — Fractional interests . . . . . . .

Books and publications . . . . . . . . .

Clothing and household goods . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Cars and other vehicles . . . . . . . . .

Boats and planes . . . . . . . . . . . . . . . .

Intellectual property . . . . . . . . . . . . .

Securities — Publicly traded . . . .

X 48 16,474,566 QUOTED MARKET Securities — Closely held stock .

X 1 824,500 APPRAISAL Securities — Partnership, LLC, or trust interests . . . . . . . . . . . . . . . . .

Securities — Miscellaneous . . . . .

Qualified conservation contribution — Historic structures . . . . . . . . . . . . . . . . . . . . . . . .

Qualified conservation contribution — Other . . . . . . . . . . . .

Real estate — Residential . . . . . . .

X 1 124,000 APPRAISAL Real estate — Commercial . . . . . .

Real estate — Other . . . . . . . . . . . . .

Collectibles . . . . . . . . . . . . . . . . . . . . . .

Food inventory . . . . . . . . . . . . . . . . . .

Drugs and medical supplies . . . . .

Taxidermy . . . . . . . . . . . . . . . . . . . . . . .

Historical artifacts . . . . . . . . . . . . . . .

Scientific specimens . . . . . . . . . . . .

Archeological artifacts . . . . . . . . . . .

Other ( . . . . . . . . . . . . . . . . . . . . . . . . . . ) Other ( . . . . . . . . . . . . . . . . . . . . . . . . . . ) Other ( . . . . . . . . . . . . . . . . . . . . . . . . . . ) ) Other ( Number of Forms 8283 received by the organization during the tax year for contributions for 29 which the organization completed Form 8283, Part IV, Donee Acknowledgement . . . . . . . . . .

C LO

D IS

IC

U BL

*P

15 16 17 18 19 20 21 22 23 24 25 26 27 28 29

**

14

SU

R

E

12 13

Employer identification number

HAWAII COMMUNITY FOUNDATION

O

6 7 8 9 10 11

Open To Public Inspection

C

1 2 3 4 5

2018

 Complete if the organizations answered “Yes” on Form 990, Part IV, lines 29 or 30.  Attach to Form 990.  Go to www.irs.gov/Form990 for instructions and the latest information.

30a During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which isn't required to be used for exempt purposes for the entire holding period? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b If “Yes,” describe the arrangement in Part II. 31 Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

32a Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash contributions? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b If “Yes,” describe in Part II. 33 If the organization didn't report an amount in column (c) for a type of property for which column (a) is checked, describe in Part II. For Paperwork Reduction Act Notice, see the Instructions for Form 990.

DAA

Yes

No

X

30a

31

X

32a

X

Schedule M (Form 990) 2018

HAW0006 11/13/2019 9:58 AM Pg 59

Page 2 HAWAII COMMUNITY FOUNDATION 99-0261283 Supplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.

Schedule M (Form 990) 2018

Part II

PART I, LINE 32B - THIRD PARTY USED TO PROCESS NONCASH CONTRIBUTIONS

. ................................................................................................................................................................

HAWAII COMMUNITY FOUNDATION USED ONE OR MORE OF ITS INVESTMENT MANAGERS TO

. ................................................................................................................................................................

RECEIVE AND SELL PUBLICLY TRADED SECURITIES CONTRIBUTED TO THE

. ................................................................................................................................................................

ORGANIZATION.

. ................................................................................................................................................................

. ................................................................................................................................................................

HAWAII COMMUNITY FOUNDATION USED ONE OR MORE LICENSED REALTORS TO SOLICIT,

. ................................................................................................................................................................

PROCESS, AND SELL

REAL ESTATE CONTRIBUTED TO THE ORGANIZATION.

. ................................................................................................................................................................

** *

. ................................................................................................................................................................

PY

. ................................................................................................................................................................

C

O

. ................................................................................................................................................................

R

E

. ................................................................................................................................................................

SU

. ................................................................................................................................................................

C LO

. ................................................................................................................................................................

D IS

. ................................................................................................................................................................

U BL

IC

. ................................................................................................................................................................

. ................................................................................................................................................................

**

*P

. ................................................................................................................................................................

. ................................................................................................................................................................

. ................................................................................................................................................................

. ................................................................................................................................................................

. ................................................................................................................................................................

. ................................................................................................................................................................

. ................................................................................................................................................................

. ................................................................................................................................................................

. ................................................................................................................................................................

. ................................................................................................................................................................

. ................................................................................................................................................................

Schedule M (Form 990) 2018 DAA

HAW0006 11/13/2019 9:58 AM Pg 60

SCHEDULE O

Supplemental Information to Form 990 or 990-EZ

(Form 990 or 990-EZ)

Complete to provide information for responses to specific questions on Form 990 or 990-EZ or to provide any additional information.

2018

 Attach to Form 990 or 990-EZ.  Go to www.irs.gov/Form990 for the latest information.

Open to Public Inspection

Department of the Treasury Internal Revenue Service

Name of the organization

OMB No. 1545-0047

Employer identification number

HAWAII COMMUNITY FOUNDATION

99-0261283

FORM 990, PART VI, LINE 2 - RELATED PARTY INFORMATION AMONG OFFICERS

. ................................................................................................................................................................

PETER HO

MARY BITTERMAN

VICE CHAIR

DIRECTOR

. ................................................................................................................................................................

. ................................................................................................................................................................

BUSINESS RELATIONSHIP

. ................................................................................................................................................................

. ................................................................................................................................................................

ROBERT S. HARRISON

ALAN ARIZUMI

DIRECTOR

DIRECTOR

** *

. ................................................................................................................................................................

PY

. ................................................................................................................................................................

BUSINESS RELATIONSHIP

C

O

. ................................................................................................................................................................

R

E

. ................................................................................................................................................................

JOHN C. DEAN

PAUL KOSASA

SU

. ................................................................................................................................................................

DIRECTOR

DIRECTOR

C LO

. ................................................................................................................................................................

BUSINESS RELATIONSHIP

D IS

. ................................................................................................................................................................

IC

. ................................................................................................................................................................

U BL

PETER HO

ROBERT F. CHU

. ................................................................................................................................................................

VICE CHAIR

DIRECTOR

*P

. ................................................................................................................................................................

**

BUSINESS RELATIONSHIP

. ................................................................................................................................................................

. ................................................................................................................................................................

FORM 990, PART VI, LINE 11B - ORGANIZATION'S PROCESS TO REVIEW FORM 990

. ................................................................................................................................................................

A COMPLETE DRAFT OF THE FORM 990 IS REVIEWED AND DISCUSSED BY SENIOR

. ................................................................................................................................................................

MANAGEMENT AND REVISIONS ARE MADE AS NEEDED.

DEPENDING ON TIMING OF

. ................................................................................................................................................................

COMPLETION OF THE 990 ONE OF THE FOLLOWING OCCURS:

(1) A REVISED DRAFT IS

. ................................................................................................................................................................

DISTRIBUTED TO ALL BOARD MEMBERS TO REVIEW.

THE BOARD IS GIVEN

. ................................................................................................................................................................

APPROXIMATELY TWO WEEKS TO COMMENT AND HAVE QUESTIONS ANSWERED.

UPON

. ................................................................................................................................................................

SATISFACTORY RESOLUTION OF ALL BOARD INQUIRIES, THE FORM 990 IS FINALIZED

. ................................................................................................................................................................

FOR SIGNATURE AND MAILING, OR (2) A REVISED DRAFT IS DISTRIBUTED TO THE

. ................................................................................................................................................................

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. DAA

Schedule O (Form 990 or 990-EZ) (2018)

HAW0006 11/13/2019 9:58 AM Pg 61

Schedule O (Form 990 or 990-EZ) (2018)

Page

Name of the organization

2

Employer identification number

HAWAII COMMUNITY FOUNDATION

99-0261283

BOARD FINANCE & AUDIT COMMITTEE FOR REVIEW, COMMENT, AND DISCUSS AT THE

. ................................................................................................................................................................

FINANCE & AUDIT COMMITTEE MEETING.

UPON SATISFACTORY RESOLUTION OF

. ................................................................................................................................................................

COMMITTEE INQUIRIES, THE FORM 990 IS FINALIZED FOR SIGNATURE AND MAILING

. ................................................................................................................................................................

AND A COPY IS DISTRIBUTED TO ALL BOARD MEMBERS TO REVIEW.

. ................................................................................................................................................................

. ................................................................................................................................................................

FORM 990, PART VI, LINE 12C - ENFORCEMENT OF CONFLICTS POLICY

. ................................................................................................................................................................

ANNUALLY ALL EMPLOYEES ARE REQUIRED TO COMPLETE AND SIGN A CONFLICT OF

. ................................................................................................................................................................

INTEREST STATEMENT AND DISCLOSURE STATEMENT. THE CEO SUBMITS AN

. ................................................................................................................................................................

ANNUAL REPORT TO THE BOARD'S EXECUTIVE COMMITTEE REGARDING ANY DISCLOSED

** *

. ................................................................................................................................................................

DUALITY OF INTERESTS BY EMPLOYEES, THE CEO'S ACTIONS REGARDING SUCH

PY

. ................................................................................................................................................................

O

INTEREST AND A LIST OF ALL DISCLOSED GIFTS ACCEPTED BY EMPLOYEES PURSUANT

C

. ................................................................................................................................................................

E

TO THE POLICY.

SU

R

. ................................................................................................................................................................

C LO

. ................................................................................................................................................................

BOARD MEMBERS ARE ALSO ANNUALLY REQUIRED TO COMPLETE AND SIGN A CONFLICT OF

D IS

. ................................................................................................................................................................

INTEREST STATEMENT. DURING ANY BOARD APPROVAL ACTIONS, A BOARD MEMBER MUST

. ................................................................................................................................................................

IC

FULLY DISCL0SE THAT HE OR SHE HAS ANY OFFICIAL OR FAMILY RELATIONSHIP TO

U BL

. ................................................................................................................................................................

ANY PROSPECTIVE GRANT RECIPIENT. FOLLOWING SUCH DISCLOSURE, THE BOARD

*P

. ................................................................................................................................................................

MEMBERS MAY SHARE THEIR VIEWS ON THE PROPOSED GRANT BUT MUST ABSTAIN FROM

**

. ................................................................................................................................................................

VOTING ON THE PROPOSED GRANT DECISION.

. ................................................................................................................................................................

. ................................................................................................................................................................

FORM 990, PART VI, LINE 15A - COMPENSATION PROCESS FOR TOP OFFICIAL

. ................................................................................................................................................................

THE BOARD'S EXECUTIVE COMMITTEE IS TASKED WITH THE REVIEW AND EVALUATION OF

. ................................................................................................................................................................

THE CEO'S PERFORMANCE AS WELL AS DETERMINING THE COMPENSATION OF THE CEO.

. ................................................................................................................................................................

THE CEO SUBMITS AN ANNUAL SELF ASSESSMENT TO THE EXECUTIVE COMMITTEE AND

. ................................................................................................................................................................

THE BOARD CHAIR SOLICITS FEEDBACK FROM EMPLOYEES AND OTHERS REGARDING THE

. ................................................................................................................................................................

CEO'S PERFORMANCE. THE CHAIR WORKS WITH GENERAL COUNSEL TO

. ................................................................................................................................................................

OBTAIN AND COMPILE DATA ON COMPARABLE SALARIES FROM LOCAL/NATIONAL SURVEYS

. ................................................................................................................................................................

PAGE 1 OF 3 Schedule O (Form 990 or 990-EZ) (2018) DAA

HAW0006 11/13/2019 9:58 AM Pg 62

Schedule O (Form 990 or 990-EZ) (2018)

Page

Name of the organization

2

Employer identification number

HAWAII COMMUNITY FOUNDATION

99-0261283

OF SIMILAR SIZED ORGANIZATIONS, INQUIRIES OF LOCAL NONPROFITS AND

. ................................................................................................................................................................

LOCAL/NATIONAL SALARY TREND DATA. THE EXECUTIVE COMMITTEE REVIEWS AND

. ................................................................................................................................................................

DISCUSSES THE COMPARABILITY DATA, REVIEWS WITH THE CEO HIS PERFORMANCE,

. ................................................................................................................................................................

SETS THE PERFORMANCE OBJECTIVES AND COMPENSATION FOR THE ENSUING YEAR. THE

. ................................................................................................................................................................

EXECUTIVE COMMITTEES RECOMMENDATIONS AND DATA ARE REVIEWED AND APPROVED BY

. ................................................................................................................................................................

THE FULL BOARD AT ITS NEXT MEETING AND DOCUMENTATION IS RETAINED IN THE

. ................................................................................................................................................................

CEO'S PERSONNEL FILE.

. ................................................................................................................................................................

. ................................................................................................................................................................

FORM 990, PART VI, LINE 15B - COMPENSATION PROCESS FOR OFFICERS

** *

. ................................................................................................................................................................

THE CEO OR COO AND THE HR MANAGER ARE TASKED WITH THE REVIEW AND EVALUATION

PY

. ................................................................................................................................................................

O

OF OTHER OFFICERS AND KEY EMPLOYEES' PERFORMANCE AS WELL AS DETERMINING

C

. ................................................................................................................................................................

E

THEIR COMPENSATION. SELF-ASSESSMENT, SURVEYS OF OTHER EMPLOYERS AND A

SU

R

. ................................................................................................................................................................

MARKET STUDY OF COMPARABLE SALARIES FOR COMPARABLE EMPLOYEES ARE ALL

C LO

. ................................................................................................................................................................

UTILIZED TO ESTABLISH COMPENSATION. EACH EMPLOYEE'S EVALUATION AND

D IS

. ................................................................................................................................................................

PERFORMANCE OBJECTIVES FOR THE NEXT YEAR ARE RETAINED IN HIS/HER PERSONNEL

. ................................................................................................................................................................

IC

FILE ALONG WITH THE DETERMINATION OF COMPENSATION.

U BL

. ................................................................................................................................................................

*P

. ................................................................................................................................................................

FORM 990, PART VI, LINE 19 - GOVERNING DOCUMENTS DISCLOSURE EXPLANATION

**

. ................................................................................................................................................................

THE ORGANIZATION PROVIDES A LINK ON ITS WEBSITE FOR PUBLIC ACCESS TO ITS

. ................................................................................................................................................................

MOST RECENT AUDITED FINANCIAL STATEMENTS. THE ORGANIZATION'S GOVERNING

. ................................................................................................................................................................

DOCUMENTS AND CONFLICTS OF INTEREST POLICY ARE MADE AVAILABLE UPON

. ................................................................................................................................................................

REQUEST.

. ................................................................................................................................................................

. ................................................................................................................................................................

FORM 990, PART VII - ADDITIONAL INFORMATION

. ................................................................................................................................................................

SECTION A, COL (B), LINE 20 - TIME SHOWN IS AS DIRECTOR AND DOES NOT

. ................................................................................................................................................................

INCLUDE TIME SPENT AS OWNER OF KAIMANA HILA, A HAWAII COMMUNITY FOUNDATION

. ................................................................................................................................................................

CONTRACTOR.

. ................................................................................................................................................................

PAGE 2 OF 3 Schedule O (Form 990 or 990-EZ) (2018) DAA

HAW0006 11/13/2019 9:58 AM Pg 63

Schedule O (Form 990 or 990-EZ) (2018)

Page

Name of the organization

2

Employer identification number

HAWAII COMMUNITY FOUNDATION

99-0261283

SECTION A, LINE 21 - SEE EXPLANATION SCHEDULE J.

. ................................................................................................................................................................

. ................................................................................................................................................................

FORM 990, PART XI, LINE 9 - OTHER CHANGES IN NET ASSETS EXPLANATION

. ................................................................................................................................................................

FAIR VALUE ADJ-POOLED INC. FUND

$

745

POOLED INCOME (AUDIT ONLY)

$

-745

. ................................................................................................................................................................

. ................................................................................................................................................................

. ................................................................................................................................................................

FORM 990, PART XII - ADDITIONAL INFORMATION

. ................................................................................................................................................................

ACCOUNTING ON BASIS OF CASH RECEIPTS AND DISBURSEMENTS, EXCEPT INVESTMENTS

. ................................................................................................................................................................

ARE CARRIED AT FAIR MARKET VALUE, MAJOR PROPERTIES ARE CAPITALIZED, NONCASH

** *

. ................................................................................................................................................................

GIFTS ARE RECORDED AT FAIR VALUE AT THE DATE RECEIVED.

O

PY

. ................................................................................................................................................................

E

C

. ................................................................................................................................................................

SU

R

. ................................................................................................................................................................

C LO

. ................................................................................................................................................................

D IS

. ................................................................................................................................................................

IC

. ................................................................................................................................................................

U BL

. ................................................................................................................................................................

*P

. ................................................................................................................................................................

**

. ................................................................................................................................................................

. ................................................................................................................................................................

. ................................................................................................................................................................

. ................................................................................................................................................................

. ................................................................................................................................................................

. ................................................................................................................................................................

. ................................................................................................................................................................

. ................................................................................................................................................................

. ................................................................................................................................................................

. ................................................................................................................................................................

PAGE 3 OF 3 Schedule O (Form 990 or 990-EZ) (2018) DAA

HAW0006 11/13/2019 9:58 AM Pg 64

SCHEDULE R (Form 990)

OMB No. 1545-0047

Related Organizations and Unrelated Partnerships

Department of the Treasury Internal Revenue Service

2018

 Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.  Attach to Form 990.  Go to www.irs.gov/Form990 for instructions and the latest information.

Open to Public Inspection Employer identification number

Name of the organization

Part I

HAWAII COMMUNITY FOUNDATION Identification of Disregarded Entities. Complete if the organization answered “Yes” on Form 990, Part IV, line 33. (a) Name, address, and EIN (if applicable) of disregarded entity

(b) Primary activity

(c) Legal domicile (state or foreign country)

(d) Total income

99-0261283

(e) End-of-year assets

(f) Direct controlling entity

(1)

*

. .........................................................................................

**

(2)

PY

. .........................................................................................

C O

(3)

R

E

. .........................................................................................

SU

(4)

LO

. .........................................................................................

D

Identification of Related Tax-Exempt Organizations. Complete if the organization answered “Yes” on Form 990, Part IV, line 34, because it had one or more related tax-exempt organizations during the tax year.

BL IC

Part II

(b) Primary activity

*P U

(a) Name, address, and EIN of related organization

(1)

**

PARKER RANCH FOUNDATION TRUST 67-1435 MAMALAHOA HWY 99-6064620 . .......................................................................................

KAMUELA HI 96743 (2) CN WODEHOUSE HAWAII CHILDREN'S TRUS P O BOX 3170, DEPT. 715 80-0094227 . .......................................................................................

HONOLULU HI 96802 (3) ROBERT E. BLACK MEMORIAL TRUST P O BOX 3170, DEPT. 715 99-6962458 . .......................................................................................

HONOLULU HI 96802 (4) PRISANLEE TRUST P O BOX 3170, DEPT. 715 99-6004404 . .......................................................................................

HONOLULU HI 96802 (5) FRANK & KATHERINE WOODFORD MEMORIAL P O BOX 3170, DEPT. 715 99-6009741 . .......................................................................................

HONOLULU HI 96802 For Paperwork Reduction Act Notice, see the Instructions for Form 990.

DAA

IS

. .........................................................................................

C

(5)

(c)

Legal domicile (state or foreign country)

(d) Exempt Code section

(e)

Public charity status (if section 501(c)(3))

(f) Direct controlling entity

(g)

Section 512(b)(13) controlled entity?

Yes

No

ATTACHED

HI

501C3

12A

N/A

X

ATTACHED

HI

501C3

12D

N/A

X

ATTACHED

HI

501C3

12D

N/A

X

ATTACHED

HI

501C3

PF

N/A

X

ATTACHED

HI

501C3

PF

N/A

X Schedule R (Form 990) 2018

HAW0006 11/13/2019 9:58 AM Pg 65

SCHEDULE R (Form 990)

OMB No. 1545-0047

Related Organizations and Unrelated Partnerships

Department of the Treasury Internal Revenue Service

2018

 Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.  Attach to Form 990.  Go to www.irs.gov/Form990 for instructions and the latest information.

Open to Public Inspection Employer identification number

Name of the organization

Part I

HAWAII COMMUNITY FOUNDATION Identification of Disregarded Entities. Complete if the organization answered “Yes” on Form 990, Part IV, line 33. (a) Name, address, and EIN (if applicable) of disregarded entity

(b) Primary activity

(c) Legal domicile (state or foreign country)

(d) Total income

99-0261283

(e) End-of-year assets

(f) Direct controlling entity

(1)

*

. .........................................................................................

**

(2)

PY

. .........................................................................................

C O

(3)

R

E

. .........................................................................................

SU

(4)

LO

. .........................................................................................

D

Identification of Related Tax-Exempt Organizations. Complete if the organization answered “Yes” on Form 990, Part IV, line 34, because it had one or more related tax-exempt organizations during the tax year.

BL IC

Part II

(b) Primary activity

*P U

(a) Name, address, and EIN of related organization

(1)

IS

. .........................................................................................

C

(5)

**

AL & TRINI KILGO CHARITABLE TRUST P.O. BOX 3170, DEPT.715 36-6996611 . .......................................................................................

HONOLULU HI 96802 ATTACHED HAWAII LEADERSHIP FORUM (2) 745 FORT STREET MALL STE 1450 45-4910317 . .......................................................................................

HONOLULU HI 96813 ATTACHED

(c)

Legal domicile (state or foreign country)

(d) Exempt Code section

(e)

Public charity status (if section 501(c)(3))

(f) Direct controlling entity

(g)

Section 512(b)(13) controlled entity?

Yes

No

HI

501C3

12D

N/A

X

HI

501C3

12A

HI COM FDN

X

(3) . .......................................................................................

(4) . .......................................................................................

(5) . .......................................................................................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

DAA

Schedule R (Form 990) 2018

HAW0006 11/13/2019 9:58 AM Pg 66

Schedule R (Form 990) 2018

Part III

HAWAII COMMUNITY FOUNDATION 99-0261283 Page 2 Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered “Yes” on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year. (a) Name, address, and EIN of related organization

(b) Primary activity

.

(c)

Legal domicile (state or foreign country)

(d) Direct controlling entity

(e) Predominant income (related, unrelated, excluded from tax under sections 512-514)

(f) Share of total income

(g) Share of end-ofyear assets

(h)

Disproportionate alloc.?

(i) Code V—UBI amount in box 20 of Schedule K-1 (Form 1065)

Yes No

(j)

(k)

General or Percentage managing ownership partner?

Yes No

(1) . ..............................................................

(2)

PY

**

*

. ..............................................................

C O

(3)

E

. ..............................................................

SU

R

(4)

LO

. ..............................................................

(b) Primary activity

(c) Legal domicile (state or foreign country)

(1)

(e) Type of entity (C corp, S corp, or trust)

(f) Share of total income

(g) Share of end-of-year assets

(h) Percentage ownership

(i) Section 512(b)(13) controlled entity?

Yes

No

**

. ...............................................................

(d) Direct controlling entity

*P U

BL IC

(a) Name, address, and EIN of related organization

IS

C

Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered “Yes” on Form 990, Part IV, line 34, because it had one or more related organizations treated as a corporation or trust during the tax year.

D

Part IV

(2) . ...............................................................

(3) . ...............................................................

(4) . ...............................................................

DAA

Schedule R (Form 990) 2018

HAW0006 11/13/2019 9:58 AM Pg 67

Schedule R (Form 990) 2018

Part V

HAWAII COMMUNITY FOUNDATION

Page 3

99-0261283

Transactions With Related Organizations. Complete if the organization answered “Yes” on Form 990, Part IV, line 34, 35b, or 36.

Note: Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.

1 During the tax year, did the organization engage in any of the following transactions with one or more related organizations listed in Parts II–IV? a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes No 1a 1b 1c 1d 1e

X X X X X

1f 1g 1h 1i 1j

X X X X X

Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

1k 1l 1m 1n 1o

X X X X X

p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

1p 1q

X X

1r 1s

X X

Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

k l m n o

D

IS

C

LO

SU

R

E

C O

PY

**

*

f g h i j

*P U

BL IC

r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

2 If the answer to any of the above is “Yes,” see the instructions for information on who must complete this line, including covered relationships and transaction thresholds. (b) Transaction type (a–s)

(c) Amount involved

(d) Method of determining amount involved

**

(a) Name of related organization

(1)

ROBERT E. BLACK MEMORIAL TRUST

C

1,470,000

(2)

PRISANLEE TRUST

C

671,705

(3)

CN WODEHOUSE HAWAII CHILDRENS TRUST

C

430,736

(4)

PARKER RANCH FOUNDATION TRUST

C

471,137

(5)

HAWAII LEADERSHIP FORUM

B

2,177,500

(6) Schedule R (Form 990) 2018 DAA

HAW0006 11/13/2019 9:58 AM Pg 68

Schedule R (Form 990) 2018

Part VI

HAWAII COMMUNITY FOUNDATION

Page 4

99-0261283

Unrelated Organizations Taxable as a Partnership. Complete if the organization answered “Yes” on Form 990, Part IV, line 37.

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships. (a) Name, address, and EIN of entity

(b) Primary activity

(d)

(c)

(e)

Legal Are all partners Predominant domicile income (related, section (state or unrelated, excluded 501(c)(3) foreign organizations? from tax under country) sections 512-514)

(f) Share of total income

Yes No

(g) Share of end-of-year assets

(h)

Disproportionate allocations?

Yes

No

(i) Code V—UBI amount in box 20 of Schedule K-1 (Form 1065)

(j) General or managing partner?

Yes

(k)

Percentage ownership

No

(1) . .....................................................................

**

*

(2)

PY

. .....................................................................

C O

(3)

E

. .....................................................................

SU

R

(4)

LO

. .....................................................................

C

(5)

IS

. .....................................................................

BL IC

D

(6) . .....................................................................

(8)

**

. .....................................................................

*P U

(7)

. .....................................................................

(9) . .....................................................................

(10) . .....................................................................

(11) . .....................................................................

Schedule R (Form 990) 2018 DAA

HAW0006 11/13/2019 9:58 AM Pg 69

Schedule R (Form 990) 2018

Part VII

HAWAII COMMUNITY FOUNDATION

99-0261283

Page 5

Supplemental Information.

Provide additional information for responses to questions on Schedule R. See Instructions.

. ................................................................................................................................................................

. ................................................................................................................................................................

. ................................................................................................................................................................

. ................................................................................................................................................................

. ................................................................................................................................................................

. ................................................................................................................................................................

. ................................................................................................................................................................

. ................................................................................................................................................................

** *

. ................................................................................................................................................................

O

PY

. ................................................................................................................................................................

E

C

. ................................................................................................................................................................

SU

R

. ................................................................................................................................................................

C LO

. ................................................................................................................................................................

D IS

. ................................................................................................................................................................

IC

. ................................................................................................................................................................

U BL

. ................................................................................................................................................................

*P

. ................................................................................................................................................................

**

. ................................................................................................................................................................

. ................................................................................................................................................................

. ................................................................................................................................................................

. ................................................................................................................................................................

. ................................................................................................................................................................

. ................................................................................................................................................................

. ................................................................................................................................................................

. ................................................................................................................................................................

. ................................................................................................................................................................

. ................................................................................................................................................................

Schedule R (Form 990) 2018 DAA

HAWAII COMMUNITY FOUNDATION FORM 990 PART III, Line 1 – STATEMENT OF ORGANIZATION’S MISSION EXPLANATION SINCE ITS FOUNDING 102 YEARS AGO, THE HAWAII COMMUNITY FOUNDATION HAS SERVED AS PROOF POSITIVE THAT PHILANTHROPY CAN BE A POWERFUL, POSITIVE FORCE: A BOOST TO PEOPLE IN A TIME OF NEED, A CATALYST FOR CHANGE, A SPARK FOR SOCIAL INNOVATION, AND IT CAN BUILD A LEVER FOR REFORM. WITH A PRESENCE STRETCHING ACROSS ALL ISLANDS AND A REACH COVERING A BROAD ARRAY OF INTERESTS, WE WORK WITH INDIVIDUALS, FAMILIES, FOUNDATIONS, BUSINESSES AND ORGANIZATIONS TO TRANSFORM LIVES AND IMPROVE OUR COMMUNITIES. MOREOVER, WE HAVE SEEN PHILANTHROPY BRING SIGNIFICANT MEANING TO THE GIVERS AND CREATE A LEGACY BEYOND THEIR LIFETIMES.

PY

** *

OUR GOAL AT THE FOUNDATION IS TO CONNECT THESE FORCES TO MAKE OUR COMMUNITY BETTER AND TO INCREASE THE LEVEL OF PARTICIPATION AND EFFECTIVENESS OF PHILANTHROPY IN HAWAI`I, WHILE PROVIDING THE FOLLOWING IMPACT:

SU

R

E

C

O

• WE MAKE CHARITABLE INVESTMENTS MORE EFFECTIVE. WE HELP OUR CLIENTS SHAPE THEIR STRATEGIES TO ACHIEVE THEIR DREAMS AND CONNECT THEM WITH KEY COMMUNITY LEADERS IN THE STATE. WE KNOW WHERE OPPORTUNITIES AND NEEDS IN OUR COMMUNITIES EXIST AND HOW TO DESIGN GRANTS AND PROGRAMS TO ACHIEVE RESULTS.

D IS

C LO

• WE PROVIDE COST EFFECTIVE SERVICES AND ADMINISTRATION FOR CHARITABLE GIVING. BECAUSE OF OUR EXPERIENCE, WE KNOW HOW TO ENSURE COMPLIANCE WITH THE INCREASINGLY COMPLEX OVERSIGHT BY FEDERAL AND STATE REGULATORS, EASING ADMINISTRATIVE BURDENS FOR OUR CLIENTS. BECAUSE OF OUR SIZE, WE CAN HANDLE FRONT AND BACK OFFICE ADMINISTRATIVE SERVICES AT A REASONABLE COST.

**

*P

U BL

IC

• WE CONVENE COMMUNITY MEMBERS AND LEADERS AROUND KEY ISSUES. WE BELIEVE THAT SOCIAL INVESTMENTS CAN BE HIGHLY LEVERAGED BY BRINGING TOGETHER NONPROFIT, COMMUNITY AND GOVERNMENT LEADERS AND FUNDERS TO PLAN, SHARE, LEARN AND COLLABORATE. THE FOUNDATION OFTEN PLAYS THIS CRITICALLY IMPORTANT ROLE TO GENERATE SOLUTIONS FOR SUBSTANCE ABUSE, AT-RISK TEENS AND CREATING EDUCATIONAL INNOVATION FOR 21ST CENTURY SCHOOLS. • WE CREATE AND MANAGE GRANTMAKING PROGRAMS TO ACHIEVE BROAD IMPACT. WE WORK WITH NONPROFIT PROVIDERS, FOUNDATION BOARDS, ADVISORY COMMITTEES AND COMMUNITY LEADERS TO FASHION GRANTMAKING PROGRAMS TO MEET SPECIFIC OBJECTIVES AS DETERMINED BY DONORS AND CLIENTS OR THE FOUNDATION’S BOARD OF GOVERNORS. HALLMARK PROGRAMS INCLUDE OUR INITIATIVE AROUND BUILDING THE CAPACITY AND LEADERSHIP OF THE NONPROFIT SECTOR, SERVING AS THE LARGEST PUBLIC PROVIDER OF POSTSECONDARY EDUCATION IN HAWAII AND OUR SUPPORT OF FAMILY FOUNDATIONS. • WE ARE THE RECOGNIZED RESOURCE ON NONPROFITS AND PHILANTHROPY. THE FOUNDATION IS THE “GO TO” PLACE TO LEARN ABOUT THE WORK OF NONPROFIT AGENCIES, CHARITABLE GIVING AND THE CONTEXT AND TRENDS THAT AFFECT THEM. WE COMMISSION SURVEYS AND STUDIES TO TRACK INDUSTRY TRENDS, HOUSEHOLD GIVING, VOLUNTEERING AND EXECUTIVE TENURE. WE ORGANIZE WORKSHOPS AND CONFERENCES, AND PROVIDE COMMENTARY TO THE GENERAL PUBLIC THROUGH TRADITIONAL AND NEW MEDIA VENUES.

community in these CHANGE sectors through our more than 900 fundss thr establis ablished by ge enerous indivvidua als, families and an busin nesses:

In 2018, HCF managed over $675 million in assets and distributed more than

**

*

Million

in grants to the community from funds at HCF, contracts, and private foundation clients

N AT U R A L E N V I RO N M E N T

PY

CO M M U N IT Y & E CO N O M Y

5.1M

6.1M

$

LO

SU

R

E

C O

4.8M

21M

D

IS

C

$

Scholarships

*P U

BL IC

Initiatives & Partnerships

4.9M

$

21.9M

**

$

Donor Designated Grants

Donor Advised Grants

8.4M

$

Contract Clients

52

H A W A I ‘ I C O M M U N I T Y F O U N D AT I O N | PA R T N E R I N G F O R C H A N G E

$

$

H E A LTH & W E LLN E S S

GOV E R N M E NT & CIVICS

$

$

A RT S & C U LT U R E

E DU C ATI O N

$

$

16.2M 3M

8.8M

12.7M

G R A N D TOTA L

Million*

Does not include $11.6 million in grants made on behalf of private foundations and other contract clients. Does include expensed related to implementation of contracts.

L E A D I N G C H A N G E | 2 0 19 A N N U A L R E P O R T

STATEMENT #2

53

Hawaii Community Foundation EIN 99‐0261283 Form 990 Schedule I, Part II For Grants 1/1/2018 to 12/31/2018

95-6205398 99-0183224 81-5366305 99-0222784 80-0182443 52-1360541 99-0109970 99-0343488

501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3)

1969 Hulali Loop P.O. Box 61781 Post Office Box 510053 224 Haili Street, Bldg. B P. O. Box 25284 701 E Street, SE 418 Kuwili Street, Ste. 106 P.O. Box 7020

**

$20,128.13 $22,500.00 $18,000.00 $25,000.00 $10,000.00 $150,000.00 $53,000.00 $25,000.00 $26,500.00 $20,000.00 $28,000.00 $50,000.00

HI HI HI PA HI HI HI HI HI HI HI HI HI HI HI VA

96713 96789-0573 96784 18977-1349 96816 96746-6212 96816 96734 96725 96817 96750 96714 96817 96792 96814-4924 20198

Arts, Culture & Humanities Human Services Community Development Human Services Arts - Performing Arts Philanthropy, Volunteerism & Grantmaking Food, Agriculture, Nutrition Arts, Culture & Humanities Arts, Culture & Humanities Health - Community Health Centers Arts, Culture & Humanities Education - Early Childhood Human Services Religion/Spiritual Development Health - Specific Disease-related Animal-related - wildlife preservation

$6,117.20 $5,000.00 $15,980.00 $20,000.00 $6,350.00 $71,341.15 $39,000.00 $5,000.00 $10,000.00 $20,500.00 $41,000.00 $50,000.00 $39,880.31 $38,170.00 $9,446.00 $43,000.00

Honolulu Wayne

HI PA

96817 19087

Honolulu Honolulu Honolulu Molalla Kilauea Honolulu Honolulu Honolulu Makawao Honolulu Westerville Annapolis Junction Kapaa Honolulu Kealia Hilo Honolulu Washington Honolulu Kamuela

HI HI HI OR HI HI HI HI HI HI OH MD HI HI HI HI HI DC HI HI

Hana Mililani Puunene Washington Honolulu Kapaa Honolulu Kailua Holualoa Honolulu Kealakekua Hanalei Honolulu Wai'anae Honolulu The Plains

*

AYSO Region 941 Bamboo Ridge Press Bandwagon Institute for the Arts Bay Clinic Inc. Beach Environmental Awareness Campaign Hawaii Beyond Pesticides Big Brothers Big Sisters Hawaii, Inc. Big Island Mediation, Inc.

Education Education Environment Human Services Youth Development Health Education Food, Agriculture, Nutrition Food, Agriculture, Nutrition Hawaiian Culture, Language, and/or History Human Services Education

**

501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3)

10022 20036 96824-0341 96830 96819 96734-4498 96816 96797 96754-0165 96816-5767 96813 96743-1525

PY

13-5613797 93-0386887 99-0073477 95-4601798 90-0819688 99-0290412 51-0183563 99-6001152 99-0353694 23-7024314 31-0865702 99-0286990

Zip

NY DC HI HI HI HI HI HI HI HI HI HI

C O

American Heart Association, Hawaii Affiliate American Lung Association of Hawaii American Red Cross, Hawaii State Chapter American Wildlife Foundation Anaina Hou Community Park Angel Network Charities, Inc. ARCS Foundation, Inc. - Honolulu Chapter Assets School Assistance Dogs of Hawaii Assistance League of Hawaii Association for Middle Level Education Association of Fundraising Professionals - Aloha Chapter

R

501(c)(3) 501(c)(3)

State

New York Washington Honolulu Honolulu Honolulu Kailua Honolulu Waipahu Kilauea Honolulu Honolulu Kamuela

SU

99-0073489 13-2953688

City

LO

American Cancer Society American Friends of New College Limited

C

501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3)

IS

30-0131313 81-1201416 99-0200210 47-2522190 99-0208609 82-2315558 99-0344209 32-0273954 46-4864386 99-0234811 99-0264271 99-0185196 99-0073494 99-0196090 13-3039601 52-1501259

*P U

Ala Kukui, Hana Retreat ALEA Bridge Alexander & Baldwin Sugar Museum All Together Foundation Alliance for Drama Education Aloha Angels Inc Aloha Harvest Aloha International Piano Festival & Competition Aloha Kuamoo Aina Aloha Medical Mission Aloha Performing Arts Company Aloha School Early Learning Center Inc. Aloha United Way Alternative Structures International Alzheimer's Disease and Related Disorders Association American Bird Conservancy

Address

445 Park Avenue Suite 16A 1112 16th St Nw Ste 240 Post Office Box 240341 P O Box 15152 3375 Koapaka Street #B290 640 Ulukahiki St. 4747 Kilauea Avenue, #207 P.O. Box 971795 Post Office Box 165 4348 Waialae Avenue Unit 254 1000 Bishop Street, #202 c/o Cades Schutte LLP Post Office Box 1525 P.O. Box 489 Post Office Box 893573 P.O. Box 125 26 Beidler Drive 2165 H 10th Ave. Post Office Box 2212 3599 Waialae Ave #23 1325 Aupapaohe Street P.O. Box 266 810 N. Vineyard Blvd. Building A P.O. Box 794 P.O. Box 1408 200 N. Vineyard Blvd., Ste. 700 86-660 Lualualei Homestead Road 1050 Ala Moana Blvd., Ste. 2610 4249 Loudoun Ave. PO Box 249 2370 Nuuanu Ave CIP Capital L.P. 435 Devon Park Drive, Building 300 677 Ala Moana Blvd. Suite 600 810 Richards Street, Suite 750 4155 Diamond Head Road P.O. Box 1246 5-2723 Kuhio Highway 5339 Kalanianaole Hwy. P.O. Box 10052 One Ohana Nui Way PO Box 1803 1505 Young St. 4151 Executive Parkway, Suite 300 P.O. Box 51

E

IRS Status

501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3)

D

EIN

46-4671557 27-3069592 47-3528201 20-4420646 99-0254581 99-0107330 27-4604870 99-0218901 47-3022013 82-1366588 94-3278794 46-4119442

BL IC

Payee Name

21/64 Inc 50can Inc. 808 Cleanups Accessurf Hawaii Inc. Adult Friends for Youth Adventist Health Castle After-School All-Stars Hawaii Agricultural Leadership Foundation Hawaii Aina Hookupu o Kilauea Aina Momona Aio Foundation Akaka Foundation for Tropical Forests

Purpose

Amount

Health - Specific Disease-related Education - Higher Education

$111,235.22 $19,717.61

96813-5485 96813 96816 97038 96754 96824-0465 96816-0052 96818 96768 96826 43081-3871 20701

Health - Specific Disease-related Health - Specific Disease-related Human Services Environment Community Development Education - Early Childhood Education - Higher Education Education Animal-related - protection & welfare Human Services Education Advancing Nonprofits

$14,077.90 $151,873.25 $92,079.83 $19,383.25 $6,000.00 $50,000.00 $6,912.00 $66,000.00 $46,178.00 $20,000.00 $15,960.00 $10,250.00

96746-2316 96839-1781 96751-0053 96720 96825 20003 96817 96743

Recreation & Sports Arts, Culture & Humanities Arts - Performing Arts Health Environment Environment Youth Development Civil Rights/Civil Liberties

$6,500.00 $10,000.00 $12,400.00 $150,580.00 $11,000.00 $25,000.00 $94,085.33 $10,200.00

Statement #3 1 of 13

Hawaii Community Foundation EIN 99‐0261283 Form 990 Schedule I, Part II For Grants 1/1/2018 to 12/31/2018

**

$123,080.00 $337,043.65 $37,500.00 $7,262.00 $41,150.00 $28,543.00 $8,000.00 $19,383.25 $63,566.33 $6,000.00 $30,000.00 $7,262.00 $17,500.00 $50,000.00 $5,473.66 $98,832.30 $346,168.33

Honolulu Santa Rosa Honolulu.

Honolulu Honolulu Honolulu Las Vegas Ewa Beach Honolulu Aiea Honolulu Lahaina Honolulu

HI CA HI HI HI HI NM HI HI HI HI HI HI

96823-3511 95409 96813 96826 96839 96816-1578 87701 96706-1909 96813-5517 96701 96822 96767 96813

Youth Development Health - Specific Disease-related Youth Development Religion/Spiritual Development Arts - Performing Arts Education - Higher Education Philanthropy, Volunteerism & Grantmaking Human Services Youth Development Religion/Spiritual Development Religion/Spiritual Development Religion/Spiritual Development Environment

$40,000.00 $12,000.00 $113,801.22 $11,146.44 $21,000.00 $14,400.48 $9,430.50 $191,843.63 $5,000.00 $6,029.67 $15,967.80 $6,233.00 $161,000.00

Kingsley New York Honolulu Kahului Denver Hilo Arlington Honolulu Oakland Kailua Kona Lihue Honolulu Honolulu Honolulu New York

IA NY HI HI CO HI VA HI CA HI HI HI HI HI NY

51028 10025-7323 96813-4118 96732 80250 96720-5104 22202 96817 94612 96745 96766 96816 96816 96801 10018

Education - Library Arts - Performing Arts Community Development Health Human Services Housing Environment Youth Development Environment Human Services Education Environment Arts - Performing Arts Human Services Education

Honolulu Minneapolis Honolulu Honolulu Honolulu Hilo

HI MN HI HI HI HI

96810 55403 96813 96848-1601 96813-1708 96720-4914

Civil Rights/Civil Liberties Education - Higher Education Health - Specific Disease-related Community Development Recreation & Sports Education

*

Health Hawaiian Culture, Language, and/or History Health Education Environment Human Services Education Animal-related Youth Development Youth Development Youth Development Education - Higher Education Education Education Human Services Religion/Spiritual Development Religion/Spiritual Development

**

501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3)

96749-8026 96817-2704 96819-4024 17815 96813 96731 80203 95822 96813 96732 96750 17837 02122 96743 10016-3240 96813 96822

PY

94-3263242 41-0693856 99-0075235 99-0218752 99-0348944 99-0294540

Zip

HI HI HI PA HI HI CO CA HI HI HI PA MA HI NY HI HI

C O

Drug Policy Forum of Hawai`i Dunwoody College of Technology Easter Seals Hawaii East-West Center Foundation Eddie Aikau Foundation Edith Kanakaole Foundation

R

Public Agencies 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) Public Agencies 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3)

State

Keaau Honolulu Honolulu Bloomsburg Honolulu Kahuku Denver Sacramento Honolulu Kahului Kealakekua Lewisburg Dorchester Kamuela New York Honolulu Honolulu

SU

42-6004841 82-0900738 27-4662010 99-0303304 84-1328829 47-4778131 52-1497470 99-0353084 94-3211245 26-1097159 99-0266482 74-3236159 99-0073495 99-0290389 13-4129457

City

LO

City of Kingsley, Iowa Claudia Schreier Choreography, Inc. Collaborative Leaders Network Community Clinic of Maui Inc. Compassion & Choices Connect Point Church Conservation International Foundation Consortium for Hawaii Ecological Engineering Education Coral Reef Alliance Daniel R Sayre Memorial Foundation Inc Department of Education, Kauai District Office Diamond Head State Monument Foundation Diamond Head Theatre Domestic Violence Action Center DonorsChoose.org

C

501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) Public Agencies

IS

47-5670073 94-3191364 46-3490591 99-0076013 99-0215895 99-0272261 35-2341736 99-0073483 99-0241632 99-6007179 99-0077812 99-0183876 99-6001257

*P U

Ceeds of Peace Center for Neurological Reprogramming, Inc. Center for Tomorrow's Leaders Central Union Church of Honolulu Chamber Music Hawaii Chaminade University of Honolulu Chapman Foundation Child and Family Service Children's Discovery Center Chinese Catholic Club Christ United Methodist Church of Honolulu Church of the Holy Innocents City and County of Honolulu

Address

16-179 Melekahiwa Street 1525 Bernice St. 2043 Dillingham Blvd.

1200 Railroad St. 55 Merchant Street, Ste 1700 56-660 Kamehameha Hwy. 789 Sherman St Suite 300A P.O. Box 22505 345 Queen St., Suite 900 100 Kanaloa Ave Post Office Box 1702 301 Market St., Ste. 2 60 Clatyon St. 65-1238 Mamalahoa Highway 650 First Avenue, 2nd Floor 229 Queen Emma Square Clarence T.C. Ching Campus 1822 Ke`eaumoku Street Post Office Box 235696 114 Middle Rincon Rd. 677 Ala Moana Blvd., #1100 1660 S. Beretania St. P.O. Box 61939 3140 Waialae Ave. 518 1-2 Douglas 91-1841 Fort Weaver Rd. 111 Ohe Street P.O. Box 683 1639 Keeaumoku St PO Box 606 Honolulu Hale 530 S. King Street, Room 306 P.O. Box 400 251 West 92nd Street Apartment 4A1 700 Bishop St., Suite 1701 48 Lono Avenue PO Box 101810 168 Holomua Street 2011 Crystal Drive, Suite 500 2040 Bachelot Street 1330 Broadway, Suite 1602 PO Box 1285 3060 Eiwa Street, Room 305 3188 Waialae Ave., Suite 101 520 Makapuu Avenue P.O. Box 3198 Financial Operations 134 West 37th Street, Floor 11 P. O. Box 83 818 Dunwoody Blvd 710 Green Street 1601 East West Rd. 352 Auwaiolimu Street 1500 Kalaniana`ole Avenue

E

IRS Status

501(c)(3) 501(c)(3) 501(c)(3) Public Agencies 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3)

D

EIN

99-0118043 99-0161980 99-0073479 23-1667959 20-8247917 99-0243991 20-4124164 94-6187633 99-6005407 99-0272347 46-2253454 24-0772407 04-3182053 23-7438736 13-1685039 99-0090143 99-0073547

BL IC

Payee Name

Big Island Substance Abuse Council Bishop Museum Blood Bank of Hawaii Bloomsburg Area High School Blue Planet Foundation Bobby Benson Center Book Trust Born Free USA United with Animal Protection Institute Boys & Girls Club of Hawaii Boys and Girls Clubs of Maui, Inc. Boys To Men Mentoring Network, Inc. Bucknell University Building Education Leaders for Life Canada-France-Hawaii Telescope Corporation CARE, Inc Cathedral Church of St. Andrew Catholic Charities Hawaii

Purpose

Amount

$8,646.44 $15,000.00 $1,185,000.00 $101,919.00 $10,500.00 $15,200.00 $36,000.00 $15,000.00 $15,250.00 $13,000.00 $5,000.00 $25,590.00 $19,060.00 $81,230.00 $75,000.00 $15,000.00 $30,268.00 $122,048.05 $5,000.00 $5,000.00 $10,000.00

Statement #3 2 of 13

Hawaii Community Foundation EIN 99‐0261283 Form 990 Schedule I, Part II For Grants 1/1/2018 to 12/31/2018

**

Kailua-Kona Wailuku Hanalei Honolulu Kahului Kahului Lihue Honoka`a Hana Hana

State

Zip

HI HI HI HI HI HI HI HI HI HI OH IL HI HI NY HI HI HI HI HI HI HI HI HI HI HI HI HI HI CA HI HI HI HI MO HI IL NH HI HI HI HI

96817 96813 96720 96817 96823 96732 96817 96740 96812 96825 45277-0053 60603-4222 96744 96743-0818 10010 96817-1651 96768-0652 96745 96720 96793 96817 96743 96738 96813 96793 96720 96749 96743 96706-5006 93035 96750 96766 96766-1315 96806-1671 63119-6242 96814 60062-1821 03755 96819 96753 96722 96814

Human Services Environment Environment Community Development Human Services Housing Human Services Human Services Education - Higher Education Food, Agriculture, Nutrition Philanthropy, Volunteerism & Grantmaking Public Policy & Advocacy Religion/Spiritual Development Health - Community Health Centers Food, Agriculture, Nutrition Health Environment Youth Development Human Services Human Services Human Services Education Education Education - Library Education - Library Arts - Performing Arts Animal-related - wildlife preservation Education - Library Youth Development Arts - Visual Arts Mental Health Arts, Culture & Humanities Environment Health - Specific Disease-related Youth Development Youth Development Human Services Human Services Employment & Training Food, Agriculture, Nutrition Education Human Services

HI HI HI HI HI HI HI HI HI HI

96745 96793 96714 96814-3139 96732-1821 96732 96766 96727 96713 96713

Housing Housing Environment Human Services Human Services Health Human Services Health - Community Health Centers Arts, Culture & Humanities Health

**

PY

C O

R

SU

P.O. Box 4619 970 Lower Main St PO Box 822 615 Piikoi St., Suite #203 200 Hina Ave. 472 Kaulana Street 2959 Umi St 45-549 Plumeria Street P.O. Box 686 P.O. Box 807

Honolulu Honolulu Hilo Honolulu Honolulu Kahului Honolulu Kailua-Kona Honolulu Honolulu Cincinnati Chicago Kaneohe Kamuela New York Honolulu Makawao Kailua-Kona Hilo Wailuku Honolulu Kamuela Waikoloa Honolulu Wailuku Hilo Keaau Kamuela Ewa Beach Oxnard Kealakekua Lihu'e Lihue Honolulu Saint Louis Honolulu Northbrook Hanover Honolulu Kihei Princeville Honolulu

*

City

LO

C

501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3)

IS

99-0355149 94-3278838 99-0304903 23-7061499 99-0143109 99-0080460 99-0155279 99-0115515 99-0340564 99-0326154

*P U

Habitat for Humanity Hawaii Island, Inc. Habitat for Humanity, Maui Inc Hale Halawai 'Ohana 'O Hanalei Hale Kipa, Inc. Hale Mahaolu Hale Makua Health Services Hale 'Opio Kaua'i, Inc. Hamakua Health Center Hana Arts Hana Community Health Center

Address

1130 N. Nimitz Highway, Suite C-210 1000 Bishop Street, Suite 505 190 Keawe Street #29 1352 Liliha St., Room 2 P.O. Box 22596 95 South Kane Street 245 N. Kukui St. Suite 101 75-127 Lunapule Rd., Ste 11 P.O. Box 4261 748 Kokomo Place PO Box 770001 135 South La Salle Street Suite 2125 45-550 Kionaole Rd. P.O. Box 818 281 Park Avenue South 2228 Liliha Street Suite 105 Post Office Box 652 P.O. Box 9041 PO Box 6908 1773-A Wili Pa Loop 3019 Pali Hwy P. O. Box 2655 PO Box 383283 690 Pohukaina St P.O. Box 1017 38 Haili St. PO Box 738 67-1209 Mamalahoa Hwy 91-1264 Kaiopua Street 1455 Mandalay Beach Road 79-7460 Mamalahoa Hwy. Suite# 212 P.O. Box 827 4253 Rice Street, Suite C Post Office Box 1671 Post Office Box 190242 410 Atkinson Drive, Suite 2E1, Box 3 3504 Commercial Avenue 45 Lyme Road, Suite 206 2610 Kilihau Street 1215 S. Kihei Rd., Suite O #1047 P.O. Box 223335 747 Amana Street, #407

E

IRS Status

501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3)

D

EIN

99-0333370 82-1112859 99-0292149 99-0335935 46-4318561 99-0225042 20-2645489 99-0230341 99-0171947 26-2975093 11-0303001 20-3006098 99-0108712 99-0330168 27-3990987 27-4348363 87-0700795 99-0284839 99-0279734 99-0281559 27-3663109 99-0296604 27-2306762 99-6003670 99-6010300 99-0352607 99-0248039 99-0297973 81-2102826 95-4445418 99-0350129 99-0190207 99-0288553 47-4973005 20-4163855 99-0073488 36-2345191 41-2156862 99-6001264 46-4364775 42-1761212 99-0103779

BL IC

Payee Name

Effective Planning Innovative Communication, Inc. Elemental Excelerator, Inc. Environment Hawaii Faith Action for Community Equity Family Hui Hawaii Family Life Center Family Promise of Hawaii Family Support Services of West Hawaii Farrington Alumni and Community Foundation Feed the Hunger Foundation Fidelity Charitable Gift Fund Financial Innovations Center Inc. First Presbyterian Church of Honolulu Five Mountains Hawaii FoodCorps Franciscan Care Services Friends of Auwahi Forest Restoration Project Friends of the Children of West Hawaii, Inc. Friends of the Children's Justice Center of East Hawaii Inc. Friends of the Children's Justice Center of Maui, Inc. Friends of the Children's Justice Centers of Oahu Friends of the Future Friends of the Library - Waikoloa Region Friends of the Library of Hawaii Friends of the Maui County Library Friends of the Palace Theater Friends of The Panaewa Zoo Friends of Thelma Parker Memorial Library Friends of Youth Outreach Hawaii Foundation From the Heart Productions, Inc. Full Life Garden Island Arts Council Garden Island Resource Conservation and Development, Inc. Georgia E Morikawa Center (GEM) Get the Word Out Inc Girl Scouts of Hawaii Glenkirk Global Grassroots Goodwill Industries of Hawaii, Inc. Grow Some Good Growing Our Own Teachers on Kauai Guide Dogs of HI Adaptive Aids Canines & Advcy for the Blind

Purpose

Amount

$113,668.63 $100,000.00 $10,000.00 $25,000.00 $47,000.00 $28,000.00 $46,500.00 $93,900.00 $14,075.00 $30,000.00 $3,758,633.29 $50,000.00 $6,750.00 $60,000.00 $15,000.00 $10,000.00 $10,000.00 $20,000.00 $17,500.00 $12,000.00 $25,000.00 $97,000.00 $15,500.00 $12,715.88 $7,650.00 $10,000.00 $5,500.00 $55,731.00 $131,631.30 $9,000.00 $9,171.00 $5,000.00 $56,000.00 $12,500.00 $5,000.00 $110,695.00 $5,000.00 $10,000.00 $31,502.00 $10,000.00 $5,000.00 $226,233.70 $138,000.00 $61,800.00 $250,570.00 $60,250.00 $30,000.00 $36,000.00 $38,200.00 $116,333.00 $32,846.61 $50,000.00

Statement #3 3 of 13

Hawaii Community Foundation EIN 99‐0261283 Form 990 Schedule I, Part II For Grants 1/1/2018 to 12/31/2018 City

99-0276738 99-0074143 23-7334963 99-0166628 99-0305469 16-1628674 04-2103580

501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3)

Hawai`i Leadership Forum Hawai‘i Public Radio Hawaii Academy of Arts & Science Public Charter School Hawaii Academy of Science Hawaii Agricultural Foundation Hawaii Agriculture Research Center Hawaii Alliance for Arts in Education Hawaii Alliance for Community-Based Economic Development

45-4910317 51-0191809 99-0347416 99-6006863 26-0639538 99-0040700 99-0211535 99-0308587

501(c)(3) 501(c)(3) Public Agencies 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3)

Hawaii Alliance for Progressive Action Hawaii Alliance of Nonprofit Organizations Hawaii Appleseed Center for Law & Economic Justice Hawaii Association of Independent Schools Hawaii Association of the Blind Hawaii Book & Music Festival Hawaii Branch of the International Dyslexia Association Hawaii Building Industry Foundation Hawaii Children's Action Network Hawaii Children's Theatre Hawaii Community Reinvestment Corporation Hawaii Concert Society Hawaii Council for the Humanities Hawaii Council on Economic Education Hawaii Craftsmen Hawaii Education Of The Arts Inc. Hawaii European Cinema Hawaii Farmers Union Foundation Hawaii First Community Ventures Hawaii Foodbank Hawaii Forest Institute Hawaii Green Infrastructure Authority Hawaii Habitat for Humanity Association, Inc. Hawaii Health & Harm Reduction Center Hawaii HomeOwnership Center Hawaii Institute of Pacific Agriculture Hawaii International Film Festival Hawaii Investment Ready Hawaii Island Adult Care, Inc. Hawaii Island Humane Society Hawaii Kai United Church of Christ Hawaii LGBT Legacy Foundation Hawaii Lions Foundation Hawaii Literacy, Inc.

46-5537123 99-0073497 76-0748976 23-7067376 99-6015046 30-0261277 99-0238843 20-2216525 94-3257650 99-0330749 99-0282148 99-0150166 99-0153704 99-6010090 99-0180884 20-2597039 27-1682733 47-5653259 26-2128617 99-0220699 90-0108457 47-2212679 99-0329292 99-0284222 68-0544935 45-2534694 99-0280373 81-4611816 99-0210974 99-6009437 13-1957221 22-3969736 99-6010563 23-7198698

501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) Public Agencies 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3)

PO Box 1534 1020 South Beretania Street, 2nd Flr 733 Bishop Street, Suite 1180 1585 Kapiolani Blvd., #1212 225 Liliuokalani Ave, #5D 47-231 Kamakoi Road PO Box 893670 P. O. Box 970967 850 Richards Street #201 P.O. Box 662295 3465 Waialae Ave., Suite 393 P.O. Box 233 3599 Waialae Ave., Suite 23 1136 Union Mall, Suite 310 1110 Nuuanu Ave 150 Hamakua St #517 525 Wyllie Street P.O. Box 99 PO Box 446 2611 Kilihau Street P. O. Box 66 P. O. Box 2359 2501 Young St #82 677 Ala Moana Blvd., Suite 226 1259 Aala St. #201 Post Office Box 497 680 Iwilei Road, Suite 100 4545A Sierra Drive 561 Kupuna Pl. 74-5225 Queen Kaahumanu Highway 6650 Hawaii Kai Drive Suite 102 PO Box 23300 P.O. Box 834 245 N. Kukui Street Suite 202

R

SU

LO

C

IS

D

BL IC

*P U

**

Zip

HI HI

96713 96713-0646

Arts, Culture & Humanities Environment

Hana Honolulu Mililani Hanalei Hanalei Hanalei Cambridge

HI HI HI HI HI HI MA

96713 96822 96789 96714 96714 96714 02138-5762

Youth Development Education Education Community Development Education Environment Education - Higher Education

Honolulu Honolulu Pahoa Honolulu Honolulu Kunia Honolulu Honolulu

HI HI HI HI HI HI HI HI

96813 96814 96778 96822 96823-3519 96759 96812-3948 96826

Community Development Arts, Culture & Humanities Education Education Food, Agriculture, Nutrition Environment Arts, Culture & Humanities Community Development

HI HI HI HI HI HI HI HI HI HI HI HI HI HI HI HI HI HI HI HI HI HI HI HI HI HI HI HI HI HI HI HI HI HI

96746 96814 96813 96814 96815 96744 96789-0670 96797 96813 96766 96816 96721 96816 96813 96813 96734 96817-1306 96793 96743 96819 96774 96804-2359 96826 96813 96817 96755-0497 96817 96816 96720 96740 96825 96822 96808 96817

Food, Agriculture, Nutrition Advancing Nonprofits Civil Rights/Civil Liberties Education Health - Specific Disease-related Arts, Culture & Humanities Health - Specific Disease-related Education Education Arts, Culture & Humanities Community Development Arts - Performing Arts Education - Grades K-12 Education Arts, Culture & Humanities Arts, Culture & Humanities Arts, Culture & Humanities Food, Agriculture, Nutrition Community Development Food, Agriculture, Nutrition Sustainability and Energy Environment Housing Human Services Housing Food, Agriculture, Nutrition Arts, Culture & Humanities Education Human Services Animal-related - protection & welfare Religion/Spiritual Development Human Services Health Education - Literacy

Kapaa Honolulu Honolulu Honolulu Honolulu Kaneohe Mililani Waipahu Honolulu Lihue Honolulu Hilo Honolulu Honolulu Honolulu Kailua Honolulu Wailuku Kamuela Honolulu O'okala Honolulu Honolulu Honolulu Honolulu Kapaau Honolulu Honolulu Hilo Kailua-Kona Honolulu Honolulu Honolulu Honolulu

E

Hana Youth Center Hanahauoli School Hanalani Schools Hanalei Hawaiian Civic Club Hanalei School PTSA (PTA Hawaii Congress) Hanalei Watershed Hui Harvard College Class Endowment Fund

State

Hana Hana

*

Address

P.O. Box 27 Attn: Ms. Patricia A Eason P.O. BOX 646 P.O. Box 464 1922 Makiki St. 94-294 Anania Dr. PO Box 68 PO Box 46 P.O. Box 1285 Office of Recording Secretary 124 Mount Auburn St., Suite 430 700 Bishop St., Suite 1701 738 Kaheka Street P. O. Box 1494 1776 University Ave. P. O. Box 236010 P.O. Box 100 PO Box 3948 1575 South Beretania Street, Suite 211

**

IRS Status

501(c)(3) 501(c)(3)

PY

EIN

23-7220101 99-6011303

C O

Payee Name

Hana Cultural Center Hana Maui Trust

Purpose

Amount

$6,117.20 $6,117.20 $6,117.20 $93,617.78 $50,000.00 $30,000.00 $15,000.00 $90,000.00 $32,265.18 $2,187,500.00 $40,240.25 $25,200.00 $10,000.00 $126,295.00 $29,218.00 $34,900.00 $54,395.00 $82,000.00 $84,000.00 $257,250.00 $70,000.00 $5,000.00 $5,000.00 $21,854.00 $5,000.00 $80,000.00 $10,000.00 $50,000.00 $5,000.00 $13,500.00 $10,000.00 $34,468.63 $5,000.00 $5,000.00 $5,000.00 $20,000.00 $106,638.83 $15,000.00 $56,000.00 $5,000.00 $35,400.00 $28,249.00 $78,308.32 $82,165.00 $5,000.00 $122,000.00 $12,000.00 $9,600.00 $10,494.00 $110,894.88 $110,085.33

Statement #3 4 of 13

Hawaii Community Foundation EIN 99‐0261283 Form 990 Schedule I, Part II For Grants 1/1/2018 to 12/31/2018

99-0075037 81-2803662 99-0261871 99-0253261 99-0107563 99-0213743 23-7057714 99-0073500 45-2517616 46-5139164 99-0226373 99-0199311 27-3412984 45-0497577 99-0203930 13-2670081

501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3)

96813 96828

Community Development Arts, Culture & Humanities

$61,619.77 $300,894.00

Kamuela Honolulu Honolulu Kapa'au Honolulu Honolulu Honolulu

HI HI HI HI HI HI HI

96743-8492 96813 96816-3271 96755 96813 96826 96817-3922

Environment Legal Services Arts - Performing Arts Animal-related - wildlife preservation Youth Development Arts, Culture & Humanities Housing

$25,000.00 $9,418.91 $231,797.08 $13,628.00 $20,000.00 $66,249.00 $105,000.00

P.O. Box 17948 2700 Waialae Avenue PO Box 965 P.O. Box 5053 PO BOX 8230 553 S. King St. 300 Kuulei Road Unit A # 281 310 Paoakalani Avenue, Suite 202A 2100 North Nimitz Highway 1015 Aoloa Place Apartment 241 1190 Waianuenue Ave., #629 84-766 Lahaina St. P.O. Box 384239 78-6670 Mamalahoa Hwy 5300 Chester Avenue 1728 Pali Highway dba Honolulu Museum of Art 900 South Beretania Street 1260 Pierce Street, Suite 145 3465 Waialae Avenue #200 922 Austin Lane #C-1 1111 Victoria Street 1149 Bethel St., Ste 700 680 Iwilei Rd., Suite 410 151 Kapahulu Avenue 1727 Pali Hwy. PO Box 342146 Post Office Box 22551 P.O. Box 427 300 East Welakahao Rd. 296 Kilauea Avenue 13636 Ventura Boulevard #383 860 Iwilei Road 511 Warburton Avenue

Honolulu Honolulu Wailuku Kahului Honolulu Honolulu Kailua Honolulu Honolulu Kailua Hilo Wai'anae Waikoloa Holualoa Philadelphia Honolulu Honolulu

HI HI HI HI HI HI HI HI HI HI Hi HI HI HI PA HI HI

96817 96826 96793 96732 96830 96813 96734-2701 96815 96813 96734-5211 96720 96792 96738 96725 19143-4929 96813 96814

Education Animal-related - protection & welfare Environment Recreation & Sports Arts, Culture & Humanities Hawaiian Culture, Language, and/or History Environment Health Human Services Hawaiian Culture, Language, and/or History Education Environment Religion/Spiritual Development Arts, Culture & Humanities Religion/Spiritual Development Education Arts - Museum

$6,000.00 $224,068.75 $48,000.00 $7,500.00 $100,000.00 $36,334.00 $7,297.00 $25,000.00 $10,000.00 $10,500.00 $50,000.00 $8,000.00 $5,000.00 $36,204.00 $10,000.00 $50,000.00 $281,761.83

Pearl Harbor Honolulu Honolulu Honolulu Honolulu Honolulu Honolulu Honolulu Kailua Honolulu Hanalei Kihei Hilo Sherman Oaks Honolulu Yonkers

HI HI HI HI HI HI HI HI HI HI HI HI HI CA HI NY

96860 96816 96817 96814 96813 96819 96815 96813 96734 96823-2551 96714 96753 96720 91423 96817 10701-1801

Youth Development Environment Housing Arts, Culture & Humanities Education Arts - Performing Arts Animal-related Religion/Spiritual Development Youth Development Human Services Arts - Museum Religion/Spiritual Development Public Safety, Disaster Preparedness & Relief Education Human Services Arts - Museum

**

*

Honolulu Armed Services YMCA of the USA Honolulu Civil Beat Inc Honolulu Habitat for Humanity Honolulu Printmakers Honolulu Theatre for Youth Honolulu Wind Ensemble Honolulu Zoological Society Honpa Hongwanji Mission of Hawaii Hookuaaina Ho'ola Na Pua Ho'opulapula Haraguchi Rice Mill Hope Chapel Maui HOPE Services Hawaii, Inc. Hope Street Group Hospice Hawaii Hudson River Museum of Westchester

HI HI

**

501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3)

Honolulu Honolulu

PY

47-4690540 99-0073490 99-0353223 99-0295943 99-0348023 99-0073491 99-0212257 99-0299264 23-7365077 01-0958081 99-0323155 99-0292820 99-0349152 99-0317895 23-1552179 99-0200874 99-0079713

$16,230.00 $101,822.00 $34,314.00 $46,144.50 $46,500.00 $48,000.00 $96,442.17 $25,000.00

E

Hawaiian Hope Org Hawaiian Humane Society Hawaiian Islands Land Trust Hawaiian Kamalii Inc. Hawaiian Legacy Foundation Hawaiian Mission Children's Society Hawaii's Thousand Friends Healthy Mothers, Healthy Babies Coalition of Hawaii Helping Hands Hawaii Hikaalani Hilo Medical Center Foundation Hoa Aina 'O Makaha Hokuloa United Church of Christ Holualoa Foundation for Arts and Culture Holy Family Home Hongwanji Mission School Honolulu Academy of Arts

Human Services Food, Agriculture, Nutrition Arts - Performing Arts Education Arts - Performing Arts Arts - Performing Arts Education - Grades K-12 Health

R

501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3)

96812 96839 96813 96813 96822 96743 96743 96813

SU

27-0711752 45-5444938 45-2861988 20-1489691 99-0204777 99-0119771 99-0348767

City

LO

Hawaii Rural Water Association Hawaii State Bar Foundation Hawaii Symphony Orchestra Hawaii Wildlife Center Hawaii Youth Service Network Hawaii Youth Symphony Hawaiian Community Assets Inc.

HI HI HI HI HI HI HI HI

C

501(c)(3) 501(c)(3)

Zip

Honolulu Honolulu Honolulu Honolulu Honolulu Kamuela Kamuela Honolulu

IS

68-0637054 99-0334518

Address

*P U

Hawaii Public Health Institute Hawaii Public Television Foundation dba PBS Hawaii

State

P.O. Box 3866 P.O. Box 61194 848 S. Beretania St., Ste. 301 1 Aloha Tower Drive, Suite 3100 2833 East Manoa Road PO Box 474 65-1692 Kohala Mountain Road 1003 Bishop Street Pauahi Tower Suite 1810 850 Richards Street, Suite 201 dba PBS Hawaii P.O. Box 11599 65-1158 Mamalahoa Highway, Suite 2D 1100 Alakea Street, Ste. 1000 3610 Waialae Ave Suite 101 P.O. Box 551752 677 Ala Moana Blvd., Suite 904 1110 University Ave., Ste. 200 200 North Vineyard Boulevard Suite 300 #A

C O

IRS Status

501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3)

D

EIN

94-3274865 99-0198132 99-0197758 99-0113930 99-0148833 86-1138670 99-0078306 99-0268275

BL IC

Payee Name

Hawai'i Maoli Hawaii Meals on Wheels, Inc. Hawaii Opera Theatre Hawaii Pacific University Hawaii Performing Arts Company, Ltd. Hawaii Performing Arts Festival Hawaii Preparatory Academy Hawai'i Primary Care Association

Purpose

Amount

$26,000.00 $3,585,250.00 $33,000.00 $8,300.00 $182,932.71 $40,000.00 $58,973.71 $21,378.44 $77,000.00 $15,370.33 $7,500.00 $10,000.00 $144,251.00 $81,500.00 $391,487.60 $5,000.00

Statement #3 5 of 13

Hawaii Community Foundation EIN 99‐0261283 Form 990 Schedule I, Part II For Grants 1/1/2018 to 12/31/2018 Zip

HI HI HI HI HI HI HI HI HI HI HI HI HI HI MD HI DC NY HI NC OH HI

96816-2318 96714 96776-0006 96795 96793 96768 96734 96748 96761 96744 96791 96813 96817 96781-0079 20814-3218 96732 20008 10017-3293 96707 27609-6800 45246-1104 96826

Human Services Hawaiian Culture, Language, and/or History Environment Youth Development Health Arts, Culture & Humanities Environment Environment Hawaiian Culture, Language, and/or History Arts, Culture & Humanities Environment Mental Health Human Services Religion/Spiritual Development Human Services Human Services Civil Rights/Civil Liberties Human Services Human Services Health - Specific Disease-related Health - Specific Disease-related Education

Ames Santa Cruz Kapolei Lihue Wailuku Los Angeles Honolulu Wailuku Honokaa Wailuku Kalaupapa Wai'anae Kailua Kamuela Kapaau Kaneohe

IA CA HI HI HI CA HI HI HI HI HI HI HI HI HI HI

50010 95060-6362 96707 96766-9597 96793 90012 96826 96793 96727 96793 96742 96792 96734-3938 96743 96755 96744

Education - Higher Education Environment Education Education Human Services Community Development Community Development Housing Youth Development Employment & Training Civil Rights/Civil Liberties Food, Agriculture, Nutrition Education Arts - Performing Arts Education Environment

Honolulu Kamuela Kamuela Kaneohe Honolulu Kapaa Honolulu Honolulu Lihue Kapaa

HI HI HI HI HI HI HI HI HI HI

96825 96743-0367 96743 96744 96813 96746 96813 96826 96766 96746-1628

Education Religion/Spiritual Development Arts - Performing Arts Hawaiian Culture, Language, and/or History Environment Education - Grades K-12 Health - Hospitals Human Services Arts, Culture & Humanities Community Development

Kilauea Lawai Lihue

HI HI HI

96754-9999 96765 96766

Education - Grades K-12 Human Services Arts, Culture & Humanities

C O

PY

**

*

State

Honolulu Hanalei Paauilo Waimanalo Wailuku Makawao Kailua Kaunakakai Lahaina Kaneohe Waialua Honolulu Honolulu Papaikou Bethesda Kahului Washington New York Kapolei Raleigh West Chester Honolulu

E

R

SU

99-0317249 91-2169583 99-0231581

City

LO

Kauai Christian Academy Kauai Christian Fellowship Kauai Economic Development Board

C

99-0266482 99-0143417 20-3984683 99-6001081 20-5552831 99-0266482 99-0246364 99-0177350 99-0251460 83-4489066

IS

Kamiloiki Elementary School Kamuela Hongwanji Mission of Hawaii Kamuela Philharmonic Orchestra Society Kanehunamoku Voyaging Academy Kanu Hawaii Kapaa High School Kapiolani Health Foundation Kapiolani Medical Center for Women & Children Kauai Academy of Creative Arts Kauai Babysitting Co.

D

42-1143702 91-1839907 68-0534162 99-0171474 99-0140273 95-3966024 99-0256147 99-0301740 99-0350538 99-0105491 72-1595460 99-0242181 99-0266482 99-0200138 45-3682506 57-1236490

Address

3636 Kilauea Avenue PO Box 1225 Post Office Box 6 41-477 Hihimanu Street 96 Mahalani St., Rm. 21 2841 Baldwin Avenue 1051 Keolu Dr. #208 PO Box 486 525 Front Street, Suite 224B P.O. Box 6274 67-238 Kanalu Street 677 Ala Moana Blvd., Suite 904 546 Ka`aahi St. Post Office Box 79 7315 Wisconsin Avenue Suite 1000W 161 S. Wakea Ave. 4401A Connecticut Ave NW #258 733 3rd Avenue Foor 15 1001 Kamokila Blvd., Suite #226 4030 Wake Forest Road Suite 115 4600 Devitt Drive Attn: Financial Aid Office 563 Kamoku Street 501(c)(3) 2505 Elwood Dr. 501(c)(3) 2100 Delaware Avenue Suite A 501(c)(3) 909 Haumea Street 501(c)(3) 3-1875 Kaumualii Highway 501(c)(3) 95 Mahalani Street 501(c)(3) 100 N Central Ave. 501(c)(3) 2454 South Beretania Street 501(c)(3) 670 Waiale Road 501(c)(3) 45-3668 Honokaa Waipio Rd. 501(c)(3) 95 Mahalani Street 501(c)(3) P.O. Box 1111 501(c)(3) P.O. Box 630 Public Agencies 530 Keolu Drive 501(c)(3) P.O. Box 549 501(c)(3) PO Box 896 501(c)(3) 46-005 Kawa St. Suite 104 Public Agencies 7788 Hawaii Kai Drive 501(c)(3) Post Office Box 367 501(c)(3) PO Box 2597 501(c)(3) 47-705 Kamehameha Hwy Unit A 501(c)(3) 1050 Bishop St., #504 Public Agencies 4695 Mailihuna Road 501(c)(3) 55 Merchant St., 26th Flr. 501(c)(3) 1319 Punahou Street 501(c)(3) PO Box 481 Business/Corporat 4-1104 Kuhio Highway, #113 ion 501(c)(3) PO Box 1121 501(c)(3) PO Box 633 501(c)(3) 4290 Rice St.

BL IC

Iowa State University Foundation Island Conservation Island Pacific Academy Island School J. Walter Cameron Center Japanese American National Museum Japanese Cultural Center of Hawaii Ka Hale A Ke Ola Homeless Resource Centers, Inc. Ka Hale O Na Keiki Inc. Ka Lima O Maui Ka 'Ohana O Kalaupapa Kaala Farm, Inc. Kaelepulu Elementary School Kahilu Theatre Foundation Kahua Paa Mua Inc. Kakoo Oiwi

IRS Status

501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(C)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3)

*P U

EIN

99-0213594 99-0344133 37-1799081 99-0356784 99-0287193 99-6012378 26-1760086 99-0271743 99-0222917 99-0350425 82-3207505 20-8924382 99-0199107 99-022290 26-2048480 99-0194402 22-3112740 26-4684365 99-0315193 26-1811872 31-1682518 99-0073502

**

Payee Name

HUGS-Help, Understanding Group Support Hui Makaainana o Makana Hui Malama i ke Ala Ulili Hui Malama O Ke Kai Foundation Hui No Ke Ola Pono Hui Noeau Hui o Koolaupoko Hui O Kuapa Hui O Wa'a Kaulua Hula Preservation Society I Nui Ke Aho I Ola Lahui, Inc. IHS, The Institute for Human Services, Inc. Immaculate Heart of Mary Impactassets Inc Imua Family Services Institute for Asian Democracy Institute for Healing of Memories North America Inc Institute for Native Pacific Education and Culture International Neurosurgery Education and Research Foundation International Rett Syndrome Foundation Iolani School

Purpose

Amount

$46,703.00 $25,500.00 $5,000.00 $46,250.00 $50,000.00 $36,000.00 $28,510.00 $19,500.00 $10,000.00 $5,103.00 $10,000.00 $95,065.00 $90,847.11 $5,000.00 $125,000.00 $82,500.00 $10,000.00 $10,000.00 $102,500.00 $25,000.00 $7,000.00 $38,000.00 $8,646.44 $25,000.00 $40,000.00 $90,625.00 $10,000.00 $5,200.00 $9,155.20 $21,240.00 $10,000.00 $20,000.00 $20,000.00 $10,000.00 $29,855.00 $27,000.00 $25,000.00 $45,000.00 $20,000.00 $5,000.00 $5,000.00 $5,000.00 $12,000.00 $21,000.00 $388,524.50 $45,664.01 $10,000.00 $10,080.00 $15,400.00 $5,000.00 $10,000.00

Statement #3 6 of 13

Hawaii Community Foundation EIN 99‐0261283 Form 990 Schedule I, Part II For Grants 1/1/2018 to 12/31/2018

**

Zip

HI HI HI HI HI HI HI HI HI HI HI HI HI HI HI HI HI HI HI HI HI HI HI HI HI HI HI HI HI HI HI

96766 96705 96766 96766 96766 96754-1172 96766 96766 96754-1018 96826 96816 96749 96744 96745 96720 96778 96713 96713 96755-0344 96796-1108 96819 96750 96704-0739 96750 96750 96750 96797 96731 96717 96817 96744

Honolulu Kaneohe Hilo Honolulu Honolulu Honolulu Lahaina Lana'i City Lanai City

HI HI HI HI HI HI HI HI HI

96817 96744 96720 96813 96813 96815 96761 96763 96763

Lanai City Lanai City Honolulu Laupahoehoe Kailua Honolulu Wai'nae Honolulu Kamuela Honolulu Honolulu

HI HI HI HI HI HI HI HI HI HI HI

96763 96763 96817 96764 96734 96813 96792 96813 96743-1642 96813 96817

C O

PY

**

*

State

Lihue Eleele Lihue Lihue Lihue Kilauea Lihue Lihue Kilauea Honolulu Honolulu Kea'au Kane'ohe Kailua-Kona Hilo Pahoa Hana Hana Kapaau Waimea Honolulu Kealakekua Captain Cook Kealakekua Kealakekua Kealakekua Waipahu Kahuku Hau'ula Honolulu Kaneohe

E

501(c)(3) 501(c)(3) 501(c)(3) Public Agencies 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3)

SU

99-0299246 99-0346091 99-0103922 90-0851460 99-0146978 97-0355692 20-2778271 99-0076020 45-2037703 99-0230542 99-0146020

City

LO

Lanai Union Church Lanai Youth Center Lanakila Pacific Laupahoehoe Community Public Charter School Le Jardin Academy League of Women Voters of Honolulu Education Fund, Inc. Leeward Oahu Habitat for Humanity Legal Aid Society of Hawaii Lei Ho'olaha CDFI Life Foundation Life of the Land

C

501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3)

IS

99-0225067 99-0118209 20-3997875 99-0203747 51-0652665 99-0110027 99-0348748 99-6009124 20-2509287

*P U

Kuakini Foundation Kualoa-Heeia Ecumenical Youth Project Kuikahi Mediation Center, Inc. Kumu Kahua Theatre Kupu La Pietra - Hawaii School for Girls Lahainaluna High School Foundation Lanai Community Association Lanai Community Health Center

Address

3285 A Waapa Road P.O. Box 28 P.O. Box 3330 Post Office Box 328 4428 Rice St. Post Office Box 1172 2959 Umi Street, Suite 201 2970 Kele Street, Suite 205 Post Office Box 1018 2707 S. King St. 2528 10th Ave. 16-120 Opukahaia St., Suite 2 45-335 Kane'ohe Bay Dr. PO Box 1934 67 Keokea Loop 15-890 Kahakai Blvd.

SR 168 P.O. Box 454 Post Office Box 344 Post Office Box 1108 2239 North School St. P.O. Box 1360 Post Office Box 739 81-6551 Mamalahoa Hwy 79-1019 Haukapila Street PO Box 115 94-106 Mokukaua St. P.O. Box 395 P.O. Box 532 1832 Liliha Street c/o KEY Project 47-200 Waihee Rd. 347 North Kuakini Street 47-200 Waihee Rd. 101 Aupuni St., Ste. 1014 B2 46 Merchant St. 677 Ala Moana Blvd, Suite 1200 2933 Poni Moi Road P.O. Box 11617 P.O. Box 630735 P. O. Box 630142 624-A Houston St. PO Box 630519 P.O Box 630961 1809 Bachelot St. P. O. Box 189 917 Kalanianaole Highway 49 S. Hotel Street, Suite 314 85-671 Farrington Highway 924 Bethel Street Post Office Box 1642 677 Ala Moana Blvd. Suite 226 76 North King Street, #203

R

IRS Status

501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) Public Agencies Public Agencies Public Agencies 501(c)(3) 501(c)(3) Public Agencies 501(c)(3) 501(c)(3) 501(c)(3) Non-501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) Public Agencies 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3)

D

EIN

99-0317431 99-0302595 99-0089250 47-4374055 99-0105151 81-4748610 20-1579949 45-2718786 81-3486997 99-0075242 99-0266482 05-0584297 05-0584297 99-0349903 20-5386779 99-0266482 94-3227438 99-0522409 81-1160416 99-0288553 99-0149797 99-0273644 99-0292541 99-0167275 99-0233964 26-2855926 23-7093439 73-1681833 23-7275548 99-0091141 45-4509939

BL IC

Payee Name

Kauai Food Bank Inc. Kauai Habitat for Humanity Kauai Humane Society Kauai Japanese Cultural Society, Inc. Kauai Museum Association, Ltd. Kauai North Shore Food Pantry Kaua'i Planning and Action Alliance Kauai Robotics Alliance Kauai SPCA KCAA Preschools of Hawaii Ke Kula Kaiapuni 'o Anuenue School Ke Kula 'o Nawahiokalani opu'u Ke Kula 'o Samuel M. Kamakau Laboratory Public Charter Sch Kealakehe High School Grad Keaukaha One Youth Development Keonepoko Elementary School Kipahulu Community Association Kipahulu Ohana, Inc. Kohala Institute Koke'e Resource Conservation Program Kokua Kalihi Valley Comprehensive Family Services Kona Adult Day Center, Inc. Kona Adventist School Kona Historical Society Kona Hospital Foundation Kona Pacific Public Charter School Konko Mission of Waipahu Koolauloa Community Health and Wellness Center, Inc. Ko'olauloa Hawaiian Civic Club Korean Christian Church Kua'aina Ulu 'Auamo

Purpose

Amount

Food, Agriculture, Nutrition Housing Animal-related - protection & welfare Community Development Arts - Museum Food, Agriculture, Nutrition Community Development Education Animal-related - protection & welfare Education - Early Childhood Education Education Education Education Education Education Community Development Food, Agriculture, Nutrition Youth Development Sustainability and Energy Education Human Services Education Arts, Culture & Humanities Health - Hospitals Education Religion/Spiritual Development Health Community Development Religion/Spiritual Development Environment

$52,000.00 $85,000.00 $13,000.00 $6,500.00 $10,200.00 $49,000.00 $87,596.00 $22,000.00 $10,000.00 $31,085.33 $50,000.00 $24,000.00 $10,000.00 $5,000.00 $30,000.00 $9,000.00 $13,246.00 $19,363.20 $5,000.00 $10,000.00 $326,035.00 $60,000.00 $5,000.00 $100,000.00 $47,820.70 $25,000.00 $10,637.00 $120,000.00 $10,000.00 $10,645.20 $105,000.00

Health - Hospitals Youth Development Civil Rights/Civil Liberties Arts - Performing Arts Youth Development Education Education Community Development Health

$36,660.51 $85,000.00 $36,400.00 $60,750.00 $118,000.00 $14,282.23 $69,197.00 $5,000.00 $100,580.00

Religion/Spiritual Development Youth Development Human Services Education Education Civil Rights/Civil Liberties Housing Legal Services Education Health Environment

$12,500.00 $15,000.00 $57,835.33 $48,550.00 $45,000.00 $12,297.00 $11,000.00 $108,013.00 $5,000.00 $103,000.00 $7,297.00

Statement #3 7 of 13

Hawaii Community Foundation EIN 99‐0261283 Form 990 Schedule I, Part II For Grants 1/1/2018 to 12/31/2018

99-0076458 13-4141945

501(c)(3) 501(c)(3)

Mid-Pacific Institute

99-0073514

501(c)(3)

**

$5,000.00 $5,828.00

Kilauea Honolulu Honolulu Honolulu Hana Kaneohe Honolulu Makawao Honolulu Holualoa Kamuela Lihue Kamuela Kilauea Kapolei Haleiwa Honolulu Paia Lihue

HI HI HI HI HI HI HI HI HI HI HI HI HI HI HI HI HI HI HI

96754 96828 96822 96822 96713 96744-2754 96822 96768-9448 96813 96725 96743 96766-7092 96743 96754 96707 96712 96825 96779 96766

Arts, Culture & Humanities Animal-related Religion/Spiritual Development Environment Youth Development Education Arts - Visual Arts Arts, Culture & Humanities Human Services Education Education Community Development Education Food, Agriculture, Nutrition Environment Environment Environment Human Services Health

$6,000.00 $10,000.00 $6,977.33 $65,000.00 $54,613.20 $10,000.00 $13,000.00 $10,250.00 $17,000.00 $5,000.00 $30,000.00 $7,000.00 $35,000.00 $167,968.00 $10,000.00 $65,000.00 $71,000.00 $92,650.00 $167,000.00

Haleiwa Kapaa Honolulu Honolulu Sausalito

HI HI HI HI CA

96712 96746 96822 96814-2509 94965

Environment Arts - Performing Arts Hawaiian Culture, Language, and/or History Human Services Animal-related - wildlife preservation

$20,000.00 $15,500.00 $64,000.00 $11,698.00 $34,378.00

Honolulu Albuquerque Wailuku Wailuku Kahului Kihei Wailuku Paia Kahului Wailuku Wailuku Wailuku Puunene Kahului Wailuku Wailuku Honolulu Mc Pherson Wailuku Atherton

HI NM HI HI HI HI HI HI HI HI HI HI HI HI HI HI HI KS HI CA

96822 87125 96793 96793 96732-1137 96753 96793-1776 96779 96732 96793 96793 96793 96784 96733 96793 96768 96824 67460 96793 94027-4301

Education - Grades K-12 Philanthropy, Volunteerism & Grantmaking Arts - Performing Arts Health Arts - Performing Arts Arts, Culture & Humanities Arts - Performing Arts Arts, Culture & Humanities Human Services Human Services Human Services Food, Agriculture, Nutrition Animal-related - protection & welfare Environment Environment Health Hawaiian Culture, Language, and/or History Education - Higher Education Civil Rights/Civil Liberties Education - Higher Education

$52,092.00 $6,287.00 $12,389.50 $22,750.00 $11,500.00 $5,000.00 $16,080.00 $75,367.00 $76,117.20 $20,200.00 $47,650.00 $33,620.00 $11,000.00 $10,500.00 $5,000.00 $30,000.00 $10,000.00 $8,646.44 $15,200.00 $6,500.00

Honolulu New York

HI NY

96813 10163-4777

Mental Health Health - Specific Disease-related

$60,554.33 $10,000.00

Honolulu

HI

96822

Arts - Performing Arts

$53,547.50

*

Mental Health America of Hawaii Michael J. Fox Foundation for Parkinson's Research

Religion/Spiritual Development Education - Higher Education

**

501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3)

96766 92350

PY

99-0110569 85-0257737 99-0187576 99-0256926 99-0222998 16-1672016 23-7411041 99-0279116 99-0216306 99-6009889 99-0208152 99-0315110 99-6000953 99-0320418 99-0278724 99-0086524 26-1349087 48-0543736 99-0214742 94-3204136

Zip

HI CA

C O

Maryknoll Schools Masonic Charity Foundation of New Mexico, Inc. Maui Academy of Performing Arts Maui AIDS Foundation Maui Arts & Cultural Center Maui Classical Music Festival Maui Community Theatre dba Maui OnStage Maui Dance Council Maui Day Care Center for Senior Citizens and Disabled, Inc. Maui Economic Opportunity, Inc. Maui Family Support Services, Inc. Maui Food Bank, Inc. Maui Humane Society Maui Nui Botanical Gardens, Inc. Maui Tomorrow Foundation, Inc. Maui United Way Maunalua Fishpond Heritage Center Mc Pherson College Mediation Services of Maui Inc. Menlo College

State

Lihue Loma Linda

E

501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3)

SU

27-0855937 20-5148091 99-0329524 13-1846366 51-0144434

City

LO

Malama Pupukea-Waimea Malie Foundation Manoa Heritage Center March of Dimes Birth Defects Foundation, Pacific Chapter Marine Mammal Center

C

501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3)

IS

84-1484367 99-0343475 99-0079975 23-7429693 02-0556883 47-5658435 27-2294683 47-5584837 99-0220777 99-0295441 51-0646670 47-1610214 99-0285490 20-5137488 20-0442056 27-1307663 36-4671116 99-0293044 99-0260914

*P U

Lotus Arts Foundation Love a Cat Charity Lutheran Church of Honolulu Lyon Arboretum Association Ma Ka Hana Ka Ike Building Program Mailikukahi Aina Momona Academy Makauila, Inc. Makawao History Museum Make A Wish Hawaii, Inc. Makua Lani Christian Academy Malaai - The Culinary Garden of Waimea Middle School Malama Huleia Malama Kai Foundation Malama Kauai Malama Learning Center Malama Loko Ea Foundation Malama Maunalua Malama Na Makua A Keiki Malama Pono Health Services

Address

P.O. Box 1248 Attn: Financial Aid Office 11139 Anderson St. P.O. Box 1108 PO Box 11753 1730 Punahou Street 3860 Manoa Road P. O. Box 968 45-081 Waikalua Road 1839 Keeaumoku St. 1150 Makawao Avenue 223 South King Street 74-4947 Mamalahoa Hwy. P.O. Box 543 Post Office Box 662092 P.O. Box 6882 P.O. Box 1414 P.O. Box 75467 P. O. Box 553 6600 Kalanianaole Hwy, Ste. 212 PO Box 791749 4366 Kukui Grove Street Suite 207 P. O. Box 188 P.O. Box 13 2859 Manoa Road 1451 South King St., PH 504 2000 Bunker Rd. Fort Cronkhite 1526 Alexander St. P.O. Box 25004 81 N. Church St. 1935 Main Street, Suite 101 One Cameron Wy PO Box 532573 68 N. Market St. P.O. Box 791525 11 Mahaolu Street, Suite B 99 Mahalani Street 1844 Wili Pa Loop 760 Kolu Street P.O. Box 1047 P.O. Box 6040 55 N. Church St., Suite A-5 270 Hookahi St, Suite 301 P.O. Box 240204 P.O. Box 1402 95 Mahalani Street, Suite 25 Attn: Financial Aid Office 1000 El Camino Real 1124 Fort Street Mall, Room 205 Grand Central Station PO Box 4777 Attn: Financial Aid Office 2445 Kaala Street

R

IRS Status

501(c)(3) 501(c)(3)

D

EIN

99-0143998 33-0399504

BL IC

Payee Name

Lihue Hongwanji Mission Loma Linda University

Purpose

Amount

Statement #3 8 of 13

81-3299046

State

Zip

HI MO HI HI HI HI HI HI HI HI HI HI HI

96813-2934 65340 96821 96826 96826 96740 96748 96748-1884 96768 96761-3257 96793 96777-0045 96743

Health Education - Higher Education Education Human Services Human Services Religion/Spiritual Development Health - Disease Prevention, Health Promotion Environment Education Hawaiian Culture, Language, and/or History Human Services Environment Education

HI HI VI MD MD

96714 96813 23187-8798 20814 20857

Recreation & Sports Mental Health Civil Rights/Civil Liberties Health - Specific Disease-related Mental Health

Miami Kalaheo Honolulu Honolulu Pahoa Honolulu Kahului Kamuela Kamuela Hawi Waialua Honolulu Kunia Honolulu Honolulu Hana Kaneohe Burlingame

FL HI HI HI HI HI HI HI HI HI HI HI HI HI HI HI HI CA

33136 96741 96813 96817 96778 96819-2228 96733 96743 96743 96719 96791 96813 96759 96813-3019 96822 96713 96744 94010-4136

Health - Specific Disease-related Environment Civil Rights/Civil Liberties Religion/Spiritual Development Human Services Religion/Spiritual Development Community Development Health - Hospitals Human Services Human Services Food, Agriculture, Nutrition Community Development Environment Environment Education Human Services Human Services Philanthropy, Volunteerism & Grantmaking

$8,646.44 $191,195.20 $33,500.00 $18,789.00 $114,700.00 $11,000.00 $16,000.00 $90,523.07 $40,328.27 $45,406.00 $25,000.00 $175,500.00 $20,000.00 $100,000.00 $10,000.00 $6,117.20 $95,000.00 $15,000.00

Belvedere Honolulu Honolulu Wailuku Honolulu Honolulu Honolulu Honolulu Kaneohe Paia Honolulu Honolulu Kaneohe Honolulu Kamuela

CA HI HI HI HI HI HI HI HI HI HI HI HI HI HI

94920-1911 96804 96816 96793 96823 96819 96819 96824 96744 96779 96817 96816 96744 96819 96743

Education Recreation & Sports Education Health - Specific Disease-related Education - Higher Education Human Services Medical Research Arts, Culture & Humanities Environment Youth Development Human Services Human Services Hawaiian Culture, Language, and/or History Human Services Education

$25,000.00 $52,911.44 $28,000.00 $7,500.00 $7,000.00 $15,000.00 $50,000.00 $10,000.00 $30,000.00 $43,500.00 $32,811.33 $132,312.00 $16,250.00 $72,668.63 $51,400.00

**

Honolulu Marshall Honolulu Honolulu Honolulu Kailua-Kona Kaunanakai Kaunakakai Makawao Lahaina Wailuku Pahala Kamuela

R

E

C O

PY

Hanalei Honolulu Williasmburg Bethesda Rockville

SU

80-0357884 99-0217299 54-1696134 51-0548338 20-0429061 99-0236204 99-0312283 20-2109004 71-0903791 99-0309263 99-0074140 99-0073521 20-2565007 99-0119678 99-0329799

City

LO

Our One Community Inc Outrigger Duke Kahanamoku Foundation Pacific American Foundation Pacific Cancer Foundation Pacific Financial Aid Association Pacific Gateway Center Pacific Health Research and Education Institute Pacific Writers Connection Paepae o He'eia Paia Youth Council, Inc. Palama Settlement Palolo Chinese Home Papahana Kuaola Parents and Children Together Parker School

C

59-0968031 52-6057064 99-0161861 99-6009203 20-3806637 80-0756044 99-0293733 99-0260423 99-0242050 02-0553251 47-4343431 99-0229787 94-3279682 99-6001257 99-0351760 99-0342126 13-4335629

IS

National Parkinson Foundation, Inc. National Tropical Botanical Garden Native Hawaiian Legal Corporation Nat'l Spiritual Assembly of the Bahais of the Hawn Islands Neighborhood Place of Puna New Hope Oahu Nisei Veterans Memorial Center North Hawaii Community Hospital, Inc. North Hawaii Hospice, Inc. North Kohala Community Resource Center North Shore EVP Oahu Economic Development Board Oahu Resource Conservation & Development Council Office of Climate Change, Sustainability, and Resiliency Ohana Komputer Ohana Makamae, Inc. Ohana Pacific Foundation Open Impact

D

71-0935096 99-0272540 52-0914250 04-2531031 52-0858115

Address

820 Mililani Street, Suite 400 500 E. College 350 Ulua Street 2535 South King Street 902 University Ave. 75-5713 Alii Drive 30 Oki St. P,O. Box 1884 2933 Baldwin Ave. 562 Front Street Suite A P.O. Box 3208 Post Office Box 45 65-1158 Mamalahoa Hwy Ste8A PMB103 501(c)(3) P. O. Box 729 501(c)(3) 770 Kapiolani Blvd., Suite 613 501(c)(3) P.O. Box 8798 501(c)(3) 4600 East West Hwy., Suite 3525 Public Agencies Room 17C-17, Parklawn Building 5600 Fishers Lane 501(c)(3) 1501 N.W. 9th Ave. 501(c)(3) 3530 Papalina Rd. 501(c)(3) 1164 Bishop St., Suite 1205 501(c)(3) 3264 Allan Place 501(c)(3) P.O Box 2020 501(c)(3) 290 Sand Island Access Road 501(c)(3) P.O. Box 216 501(c)(3) 67-1125 Mamalahoa Highway 501(c)(3) 65-1328 Kawaihae Rd. 501(c)(3) P. O. Box 519 501(c)(3) 67-332 Kaiea Place 501(c)(3) 735 Bishop St., Ste. 424 501(c)(3) P O Box 209 Public Agencies 530 South King Street, Room 306 501(c)(3) 1516 Avon Way 501(c)(3) P.O. Box 914 501(c)(3) 45-181 Waikalua Road Business/Corporat 345 Lorton Avenue, Suite 302 ion 501(c)(3) 1960 Centro West Street 501(c)(3) P.O. Box 2498 501(c)(3) 415 S. Beretania Room #226 501(c)(3) 227 Mahalani Street, Suite 99 501(c)(3) PO Box 235002 501(c)(3) 723-C Umi Street 501(c)(3) 3375 Koapaka Street, Suite I-540 501(c)(3) P.O. Box 11374 501(c)(3) P.O.Box 6355 501(c)(3) P. O. Box 790999 501(c)(3) 810 N. Vineyard Blvd.

501(c)(3) 2459 10th Avenue 501(c)(3) P.O. Box 6484 501(c)(3) 1485 Linapuni St., Ste. 105 501(c)(3) 65-1224 Lindsey Road

BL IC

Namolokama O Hanalei Canoe Club National Alliance on Mental Illness Hawaii National Center For State Courts National Foundation For Cancer National Institute of Mental Health

IRS Status

501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3)

*P U

EIN

82-2863418 44-0545286 99-0106494 99-0073515 99-0143990 23-7366314 81-3904512 20-4915071 99-0223419 27-1563658 99-0326282 46-5114219 46-1377090

**

Payee Name

Milestones Missouri Valley College Mohala Pua School Moiliili Community Center Moiliili Hongwanji Mission Mokuaikaua Church (Congregational) Molokai Child Abuse Prevention Pathways Molokai Land Trust Montessori of Maui, Inc. dba Montessori School of Maui Na Aikane O Maui Inc Na Hoaloha Maui Interfaith Volunteer Caregivers Na Mamo O Kawa Nalukai Foundation

*

Hawaii Community Foundation EIN 99‐0261283 Form 990 Schedule I, Part II For Grants 1/1/2018 to 12/31/2018 Purpose

Amount

$1,014,000.00 $6,368.00 $89,500.00 $6,661.00 $87,253.00 $8,000.00 $19,000.00 $10,000.00 $5,500.00 $5,000.00 $108,000.00 $5,000.00 $10,000.00 $25,000.00 $20,756.18 $5,420.00 $7,634.00 $7,634.00

Statement #3 9 of 13

Hawaii Community Foundation EIN 99‐0261283 Form 990 Schedule I, Part II For Grants 1/1/2018 to 12/31/2018

99-0141008 23-7173957 99-0266482 99-0073525 53-0196617 53-0196617 99-0092456 99-0240060 99-0109424

501(c)(3) 501(c)(3) Public Agencies 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3)

**

Human Services Education Human Services Community Development Civil Rights/Civil Liberties

Cambridge Seattle

MA WA

02138 98122

Human Services Health - Community Health Centers

Honolulu Kurtistown Kaneohe Koloa Locust Valley Honokaa Honolulu Honolulu

HI HI HI HI NY HI HI HI

96825 96760 96744 96756 11560-2400 96727-1832 96823 96822

Arts, Culture & Humanities Hawaiian Culture, Language, and/or History Human Services Public Safety, Disaster Preparedness & Relief Education Recreation & Sports Health Education - Grades K-12

HI HI HI CA HI HI HI HI NY HI HI WA HI RI CA HI HI NY NY HI IL HI CA MA HI NY

96701 96813 96708 95064 96817 96703 96813 96837 10036 96813-2858 96839 98116 96815 02840-0190 94104 96734 96817 10012 10023 96768 60603-4054 96826 94105 01063-3702 96726 10001

Science & Technology Education - Literacy Education Education Health - Hospitals Environment Sustainability and Energy Human Services Housing Education - Higher Education Human Services Education - Early Childhood Human Services Education Environment Human Services Housing Education Education - Early Childhood Community Development Community Development Health - Hospitals Environment Education - Higher Education Arts, Culture & Humanities Religion/Spiritual Development

$40,000.00 $27,250.00 $15,000.00 $180,000.00 $120,300.00 $5,500.00 $45,000.00 $20,085.33 $30,000.00 $13,591.48 $18,250.00 $375,000.00 $8,646.44 $7,170.05 $8,170.03 $75,000.00 $23,000.00 $10,000.00 $10,000.00 $10,000.00 $25,000.00 $163,000.61 $18,597.00 $2,000,000.00 $5,682.00 $5,794.00

HI HI HI HI HI HI HI HI HI

96816-4755 96801 96749 96813 96793 96793 96817 96817 96734

Human Services Recreation & Sports Education Education Religion/Spiritual Development Education Education Human Services Education

$14,172.40 $10,500.00 $15,000.00 $36,327.63 $5,000.00 $17,522.00 $25,000.00 $460,708.63 $7,910.51

**

Special Education Center of Hawaii Special Olympics Hawaii, Inc. St of HI-DOE, Keaau Elementary School St. Andrew's Priory School St. Anthony of Padua Church St. Anthony School - Maui St. Elizabeth's Episcopal Church St. Francis Healthcare Foundation of Hawaii St. John Vianney Parish School

98104 96817 96817 96745 96822

PY

501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3)

Zip

WA HI HI HI HI

C O

46-4326249 99-0327529 27-2634578 94-1539563 99-0241634 32-0249492 20-5840697 99-0253651 13-3615533 99-0222900 99-0222124 98-1017743 99-0179742 05-0259009 94-0843915 99-0155163 99-0222078 41-2189604 13-2655731 46-4888079 46-4996721 36-2193608 94-6069890 04-1843040 99-0211785 53-0196617

State

Seattle Honolulu Honolulu Kailua-Kona Honolulu

Aiea Honolulu Haiku Santa Cruz Honolulu Anahola Honolulu Honolulu New York Honolulu Honolulu Seattle Honolulu Newport San Francisco Kailua Honolulu New York New York Makawao Chicago Honolulu San Francisco Northampton Honaunau New York

E

Purple Mai'a Foundation Read To Me International Foundation Real Ongoing Opportunities To Soar, Inc. Regents of the University of California, Santa Cruz City Rehabilitation Hospital of the Pacific Foundation Retro Farms Re-use Hawaii River of Life Mission Rockefeller Philanthropy Advisors, Inc. Roman Catholic Church in the State of Hawaii Ronald McDonald House Charities of Hawaii Roots of Empathy USA Rotary Club of Honolulu Foundation Saint George's School Save the Redwoods League Seagull Schools, Inc. Self-Help Housing Corporation of Hawaii Sereolipi Nomadic Education Foundation, Inc. Sesame Workshop Shaka Movement Shared-Use Mobility Center Shriners Hospital for Children Sierra Club Foundation Smith College Society for Kona's Education & Art Society For the Propagation of the Faith

807 Kaluanui RD P. O. Box 412 45-090 Namoku Street P.O. Box 730 355 Duck Pond Road Post Office Box 1991 P.O. Box 23212 Attn: Financial Aid Office 1601 Punahou Street 98-1277 Kaahumanu St. Suite 106-547 126 Queen St., Suite 303 P.O. Box 975 1156 High Street 226 North Kuakini Street PO Box 837 200 Keawe Street P.O. Box 37939 6 W. 48th St., 10th FL 1184 Bishop St. PO Box 61777 5916 Sw Stevens St. 2255 Kuhio Ave., Suite 71B P.O. Box 1910 114 Sansome Street, Room 1200 1300 Kailua Rd 1427 Dillingham Blvd., Ste. 305 104 Wooster St., Apt. PHN One Lincoln Plaza PO Box 790538 125 South Clark Street, Floor 17 1310 Punahou Street 85 Second St., Ste. 750 33 Elm Street P.O. Box 256 National Office 366 Fifth Ave. 708 Palekaua St. P.O. Box 3295 16-680 Keaau-Pahoa Rd. 224 Queen Emma Square 1627-B Mill Street 1618 Lower Main Street 720 N King St. 2228 Liliha Street Suite 205 940 Keolu Dr.

R

501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3)

SU

80-0726942 80-0380686 99-0089787 99-0350383 11-6044973 42-1763950 27-2831637 99-0073523

City

LO

PlayBuilders Of Hawaii Theater Company Pohaha I Ka Lani Pohai Nani Foundation Poipu Beach Foundation, Inc. Portledge School Prince Dance Company Project Vision Hawaii Punahou School

C

501(c)(3) 501(c)(3)

IS

22-2488437 91-0686012

*P U

Physicians for Human Rights Planned Parenthood of the Great Northwest & Hawaiian Islands

Address

220 Second Ave. 2040 Bachelot Street 560 North Nimitz Highway, Ste 218 P.O. Box 62 Ulu Center 1822 Keeaumoku St. 2 Arrow Street, Suite 301 2001 East Madison Street

*

IRS Status

501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3)

D

EIN

45-4855118 94-3271325 99-0167464 99-0248675 26-3024861

BL IC

Payee Name

Partners Asia Partners in Development Foundation PATCH (People Attentive to Children) PATH Peoples Advocacy for Trails Hawaii PHOCUSED

Honolulu Honolulu Keaau Honolulu Wailuku Wailuku Honolulu Honolulu Kailua

Purpose

Amount

$10,000.00 $76,000.00 $19,085.33 $22,000.00 $20,000.00 $10,000.00 $177,025.00 $5,000.00 $5,500.00 $9,978.40 $27,750.00 $50,000.00 $21,000.00 $70,500.00 $53,282.00

Statement #3 10 of 13

Hawaii Community Foundation EIN 99‐0261283 Form 990 Schedule I, Part II For Grants 1/1/2018 to 12/31/2018

**

State

Zip

Hilo Hilo Memphis Martins Ferry Martins Ferry Honolulu Honolulu Honolulu Kaneohe Eleele Honolulu

HI HI TN OH OH HI HI HI HI HI HI

96720 96720-3999 38105-1942 43935 43935 96825 96821-1138 96821 96744-3528 96705 96814

Religion/Spiritual Development Education Health - Hospitals Religion/Spiritual Development Education Education Arts - Performing Arts Education Health - Hospitals Education Environment

Hanalei Holualoa Lihue Kailua-Kona Pearl City Honolulu Kamuela Waimea Honolulu Hilo San Clemente Kailua Ewa Beach Irvine Honolulu Honolulu Kaneohe Honolulu Honolulu Hilo Makawao Kamuela Honolulu Haiku Honolulu Honolulu Haleiwa Honolulu Kailua-Kona Honolulu Kilauea Honolulu San Francisco Honolulu Columbia Aiea Honolulu Kahului Oakland Kaneohe San Francisco

HI HI HI HI HI HI HI HI HI HI CA HI HI CA HI HI HI HI HI HI HI HI HI HI HI HI HI HI HI HI HI HI CA HI MO HI HI HI CA HI CA

96714 96725 96766 96740 96782 96815 96743 96796 96815 96720-8147 92674-6010 96734 96706 92612 96813 96817 96744 96816 96813 96720 96768 96743 96817 96708 96816 96817 96712 96814 96745 96813 96754 96809-0620 94104 96813-3794 65201-6521 96701 96813 96733 94612-2705 96744 94104

Education Youth Development Education Education Education Education Education Education Education - Library Education Recreation & Sports Human Services Health Health - Specific Disease-related Education Religion/Spiritual Development Mental Health Human Services Education Food, Agriculture, Nutrition Environment Community Development Human Services Environment Arts - Performing Arts Environment Environment Environment Human Services Health - Hospitals Public Safety, Disaster Preparedness & Relief Human Services Environment Public Policy & Advocacy Health - Specific Disease-related Employment & Training Community Development Environment Education Arts, Culture & Humanities Civil Rights/Civil Liberties

E

C O

PY

**

*

City

SU

LO

C

Public Agencies Public Agencies Public Agencies Public Agencies Public Agencies Public Agencies Public Agencies Public Agencies 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3)

IS

99-0266482 99-0266482 99-0266482 99-0266482 99-0266482 99-0266482 99-0266482 99-0266482 99-6003670 46-5662636 95-3941826 27-1503838 99-0298651 27-0048002 13-3541913 99-6001135 99-0173356 99-0089327 99-0073522 26-0349475 74-3042528 99-0354676 99-0192700 47-4653401 99-0336987 53-0242652 94-3276211 99-0085044 99-0248121 99-0073524 27-4350046 94-1156347 23-7222333 68-0559770 20-8293152 20-8310130 81-2500865 99-0278397 91-2166435 99-0356256 94-3162024

*P U

State of HI-DOE, Hanalei School State of HI-DOE, Holualoa Elementary School State of HI-DOE, Kauai High & Intermediate School State of HI-DOE, Kealakehe High School State of HI-DOE, Waiau Elementary School State of HI-DOE, Waikiki Elementary School State of HI-DOE, Waimea Elementary School State of HI-DOE, Waimea High School State of HI-Library for the Blind & Physically Handicapped Success Factory Surfrider Foundation Surfrider Spirit Sessions Sutter Health Pacific dba Kahi Mohala Hospital Talk About Curing Autism Teach For America Temple Emanu-el The Alcoholic Rehabilitation Services of Hawaii, Inc. The Arc in Hawaii The Episcopal Church in Hawaii The Food Basket Inc. The Friends of the D.T. Fleming Arboretum The Kohala Center, Inc. The Mediation Center of the Pacific The Merwin Conservancy, Inc. The Movement Center The Nature Conservancy of Hawaii The North Shore Community Land Trust The Outdoor Circle The Pearson Foundation of Hawaii, Inc. The Queen's Medical Center The Rescue Tube Foundation The Salvation Army-Hawaiian & Pacific Islands Division The Trust for Public Land ThinkTech Hawaii Thompson Foundation for Autism Touch A Heart, Inc. Transform Hawaii Government Tri-Isle Resource Conservation and Development Council Trust for Conservation Innovation Ukulele Guild of Hawaii United Policyholders

Address

43 Kapiolani Street 1000 Ululani Street 501 St. Jude Place 20 North Fourth Street 20 North Fourth Street 511 Lunalilo Home Road 4469 Malia Street 801 W. Hind Drive 45-710 Keaahala Road PO Box 38 Office of the Chairperson 1428 S. King Street PO Box 46 76-5957 Mamalahoa Hwy 3577 Lala Rd. 74-5000 Puohulihuli 98-450 Hookanike Street 3710 Leahi Ave. 67-1225 Mamalahoa Highway PO Box 339 402 Kapahulu Ave. 106 Makalea Place P.O. Box 6010 P.O. Box 1677 91-2301 Old Fort Weaver Road 2222 Martin Street, Ste. 140 500 Ala Moana Blvd., Suite 3-400 2550 Pali Highway 45-845 Po'okela St. 3989 Diamond Head Road 229 Queen Emma Square 40 Holomua St. P.O. Box 101 P.O. Box 437462 245 N. Kukui Street, Ste. 206 P.O. Box 809 1215 Center St., #211 923 Nu'uanu Ave. P.O. Box 1179 1314 South King Street, Ste. 306 P.O. Box 9035 1301 Punchbowl Street 4350 Kahili Makai St. P.O. Box 620 101 Montgomery Street, Suite 900 900 Fort Street Mall Suite 888 205 Portland Street 98-1277 Kaahumanu St. POB 224 P.O. Box 1437 Box 338 405 14th Street Suite 164 46-159 Mehanu Loop, Suite 3262 381 Bush Street, Suite 800

R

IRS Status

501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) Public Agencies 501(c)(3) Public Agencies Public Agencies Public Agencies Public Agencies

D

EIN

53-0196617 53-0196617 62-0646012 34-0718405 31-6085325 99-0266482 99-0078514 99-0266482 99-6000449 99-0266482 99-6001257

BL IC

Payee Name

St. Joseph Church St. Joseph School - Hilo St. Jude Children's Research Hospital St. Mary's Catholic Church St. Mary's Central School St. of Hawaii, DOE - Henry J. Kaiser High School Star of the Sea School State of Hawaii - DOE, Aina Haina Elementary School State of Hawaii -Dept of Health, Hawaii State Hospital State of Hawaii, DOE - Eleele Elementary School State of HI - Department of Agriculture

Purpose

Amount

$5,000.00 $5,000.00 $5,914.01 $9,798.02 $9,798.02 $13,000.00 $5,000.00 $20,500.00 $12,205.50 $21,354.96 $50,000.00 $36,500.00 $40,500.00 $15,000.00 $70,000.00 $10,000.00 $38,770.00 $45,000.00 $22,000.00 $22,442.68 $36,000.00 $6,500.00 $6,950.00 $10,000.00 $8,000.00 $165,000.00 $56,959.00 $51,585.33 $221,233.70 $36,740.62 $52,300.00 $10,000.00 $367,581.00 $50,250.00 $9,500.00 $5,000.00 $132,432.48 $20,300.00 $21,920.05 $6,029.67 $78,743.00 $5,000.00 $560,110.80 $168,250.00 $12,000.00 $10,000.00 $13,000.00 $562,500.00 $15,000.00 $10,000.00 $10,200.00 $10,000.00

Statement #3 11 of 13

IRS Status

Address

City

Unity Church of Hawaii University Laboratory School University of California Berkeley Foundation University of Central Missouri Foundation University of Hawaii - Hilo University of Hawaii - Office of Research Services University of Hawaii Foundation University of Michigan

99-0078929 72-1544704 94-6090626 43-1181566 99-6000354 99-6000354 99-0085260 38-6006309

501(c)(3) Public Agencies 501(c)(3) 501(c)(3) Public Agencies Public Agencies 501(c)(3) 501(c)(3)

University of Missouri - Columbia University of Southern California

43-0621788 95-1642394

501(c)(3) 501(c)(3)

University of Wisconsin Superior Foundation Inc

39-6088707

501(c)(3)

Unsilence USA for UNHCR, the UN Refugee Agency UVSC Variety School of Hawaii Veteran Sailing Inc VNAM Childrens Foundation Volcano School of Arts & Sciences, PCS Waianae Community Re-Development Corporation Waianae District Comprehensive Health & Hospital Board, Inc.

47-3960765 52-1662800 47-5338638 99-0105604 81-3502346 80-0751051 56-2515295 99-0350803 99-0148164

501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3)

P.O. Box 15788 P.O. Box 75329 Shangrila Rd., Bldg. 37 3608 Diamond Head Circle 1776 University Avenue UHS3-121 2080 Addison Street, Suite 4200 Smiser Alumni Center Cmsu Financial Aid Office, 200 W Kawili St 2440 Campus Rd., Room 368 PO Box 11270 Office of Financial Aid Attn: Linda Williams 515 E. Jefferson, 2500 SAB 302 Reynolds Alumni Center USC Financial Aid Office 700 Childs Way, JHH 325 Belknap & Catlin Post Office Box 2000 641 West Lake Street Suite 200 1775 K Street Northwest Suite 580 44 Pakani Place 710 Palekaua Street 90791 Old Highway Unit 1 12687 Southwest Winterview Drive Post Office Box 845 P.O. Box 441 86-260 Farrington Hwy

Waikiki Community Center Waikiki Health Waikoloa Dry Forest Initiative Waimanalo Health Center Waimea Middle Public Conversion Charter School Waioli Corporation Waioli Hui'ia Church Waipa Foundation Waipahu Community Association Waipahu United Church of Christ We Care Solar Inc Webster Arts Weed and Seed Hawaii - Ewa/Ewa Beach Site West Hawaii Community Health Center West Hawaii Explorations Academy Public Charter School West Oahu Soil and Water Conservation District Wilderness Society Womankind Women Helping Women Women In Need Women in Renewable Energy Women's Fund of Hawaii YMCA of Honolulu, Metropolitan Office Young of Heart Workshop Youth for Christ Hawaii Yuk Fut Temple YWCA of Kauai

99-0179392 99-0159253 45-2689264 99-0273205 99-0266482 99-0079200

501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) Public Agencies 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) Public Agencies Public Agencies 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3)

310 Paoakalani Avenue 277 Ohua Avenue 68-3720 Lua Hoana Pl. 41-1347 Kalanianaole Highway 67-1229 Mamalahoa Highway P.O. Box 1631 P. O. Box 23 P. O. Box 1189 94-340 Waipahu Depot St., #201 94-330 Mokuola Street 2150 Allston Way Suite 340 483 East Lockwood Avenue Suite 108 91-884 Fort Weaver Road Suite A 75-5751 Kuakini Highway, Suite 203 73-4460 Queen Kaahumanu Hwy., #105 P. O. Box 172 1615 M. Street NW 2nd Floor 32 Broadway 10th Floor 1935 Main Street, Ste. 202 PO Box 414 1105 Kaluanui Road 1802 Keeaumoku Street 1441 Pali Hwy. P.O. Box 3080 P.O. Box 11145 3348 Mooheau Avenue 3094 Elua St.

Zip

HI HI

96830-5788 96707

Human Services Housing

Honolulu Honolulu Berkeley Warrensburg Hilo Honolulu Honolulu Ann Arbor

HI HI CA MO HI HI HI MI

96815 96822 94720 64093 96720-4091 96822-2234 96828 48109-1316

Education - Early Childhood Education Education - Higher Education Education - Higher Education Education Medical Research Education - Higher Education Education - Higher Education

$5,000.00 $47,500.00 $21,250.00 $8,646.44 $37,095.98 $322,242.00 $1,240,509.63 $15,000.00

Columbia Los Angeles

MO CA

65211 90089

Education - Higher Education Education - Higher Education

$8,646.44 $25,000.00

Superior

WI

54880-4500

Education - Higher Education

$5,000.00

Chicago Washington Makawao Honolulu Tavernier Portland Volcano Wai'anae Waianae

IL DC HI HI FL OR HI HI HI

60661-1308 20006-1529 96768 96819 33070-2423 97224-0701 96785-0845 96792 96792

Civil Rights/Civil Liberties Human Services Health - Specific Disease-related Education Recreation & Sports Youth Development Education Community Development Health

$10,000.00 $23,000.00 $6,000.00 $123,094.88 $10,000.00 $10,000.00 $17,500.00 $41,000.00 $10,752.96

Honolulu Honolulu Waikoloa Waimanalo Kamuela Lihue Hanalei Hanalei Waipahu Waipahu Berkeley Saint Louis Ewa Beach Kailua-Kona Kailua Kona Kunia Washington New York Wailuku Waimanalo Honolulu Honolulu Honolulu Honolulu Honolulu Honolulu Lihue

HI HI HI HI HI HI HI HI HI HI CA MO HI HI HI HI DC NY HI HI HI HI HI HI HI HI HI

96815 96815 96738 96795 96743 96766 96714-0023 96714 96797 96797-3313 94704 63119-3169 96706-2538 96740 96740 96759-0172 20036 10004 96793 96795 96825-1349 96822-3001 96813 96802 96828 96816 96766

Human Services Health - Community Health Centers Education Health Education Arts, Culture & Humanities Religion/Spiritual Development Human Services Community Development Religion/Spiritual Development Environment Arts - Visual Arts Community Development Health Education Environment Environment Arts - Visual Arts Legal Services Human Services Environment Human Services Youth Development Arts, Culture & Humanities Youth Development Religion/Spiritual Development Human Services

$94,000.00 $232,654.88 $38,250.00 $65,464.69 $31,000.00 $35,000.00 $50,000.00 $101,000.00 $10,000.00 $10,055.00 $30,000.00 $5,000.00 $10,000.00 $225,000.00 $5,500.00 $5,000.00 $19,383.25 $10,000.00 $30,000.00 $8,500.00 $10,000.00 $11,250.00 $63,860.00 $10,000.00 $5,000.00 $22,882.00 $64,469.67

E

R

SU

LO

C

IS

D

BL IC

*P U

**

13-1957221 99-0313224 99-0093258 13-1957221 30-0627106 75-3088822 46-4030982 20-0495394 99-0346450 99-0266119 53-0167933 13-3286250 99-0205452 94-3266305 80-0710295 30-0273733 99-0073533 23-7157585 99-6001292 23-7416125 99-0073504

State

Honolulu Kapolei

PY

501(c)(3) 501(c)(3)

*

EIN

13-1610451 95-4382752

**

Payee Name

United Service Organizations, Inc. United States Veterans Initiative

C O

Hawaii Community Foundation EIN 99‐0261283 Form 990 Schedule I, Part II For Grants 1/1/2018 to 12/31/2018 Purpose

Amount

$109,226.70 $42,000.00

Statement #3 12 of 13

Hawaii Community Foundation EIN 99‐0261283 Form 990 Schedule I, Part II For Grants 1/1/2018 to 12/31/2018 EIN

99-0073534 470935094 95-1648219

IRS Status

Address

501(c)(3) 501(c)(3) 501(c)(3)

Total 501(c)(3) or Public Agency

City

1040 Richards Street 725 Arizona Avenue, Suite 204 P.O. Box 120551

Honolulu Santa Monica San Diego

State

Zip

HI CA CA

96813 90401 92112-0551

Purpose

Grand Total TIMING DIFFERENCES AND GRANTS <$5,000 Final Total

$33,558.63 $10,000.00 $50,000.00

$42,662,557.79 $69,729.21 $42,732,287.00

*P U

BL IC

D

IS

C

LO

SU

R

E

C O

PY

**

*

607

Amount

Human Services Education - Literacy Education

**

Payee Name

YWCA of Oahu Zocalo Public Square Zoological Society of San Diego

Statement #3 13 of 13