HCF 2017 Forms 990

Page 1

*** PUBLIC DISCLOSURE COPY ***


*** PUBLIC DISCLOSURE COPY ***


HAW0006 11/08/2018 3:58 PM Pg 8

Form 990 (2017)

Part III 1

*** PUBLIC DISCLOSURE COPY ***

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 $ . . . .46,829,108 ) (Revenue $ . . . . . . . . . . .622,858 ........ . . . . . . . . . . . . . . . . . . . . . . including grants of$ . . . .42,355,575 ..................... ............... ) HAWAII COMMUNITY FOUNDATION THROUGH ITS GRANTMAKING AND PROGRAM SERVICES . .......................................................................................................................................................... HAS . . . . . . ASSISTED . . . . . . . . . . . . . . . . . . . .1,010 . . . . . . . . . . . . .ORGANIZATIONS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . AND . . . . . . . . . OTHERS . . . . . . . . . . . . . . . TO . . . . . . .ACHIEVE .................A . . . . .BETTER . . . . . . . . . . . . . . .COMMUNITY .................. IN. . . .HAWAII. GRANT MAKING OCCURS IN SEVEN 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) .......................................................................................................................................................

4a (Code:

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

) (Expenses $ . . . . . . . . . . 830,064 ) (Revenue $ . . . . . . . . . . .728,150 ........ . . . . . . . . . . . . . . . . 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 . . . . . . . . . . . . . . . . . . . . . . . .$7,800,000 . . . . . . . . . . . . . . . . . . . . . . . .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. . ..........................................................................................................................................................

4b (Code:

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

4c (Code:

........

) (Expenses $

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

including grants of$

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

) (Revenue $

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

)

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

4d Other program services (Describe in Schedule O.) (Expenses $ including grants of$ 4e Total program service expenses  47,659,172 DAA

) (Revenue $

) Form

990 (2017)


HAW0006 11/08/2018 3:58 PM Pg 9

Form 990 (2017)

Part IV

*** PUBLIC DISCLOSURE COPY ***

HAWAII COMMUNITY FOUNDATION

99-0261283

Page

3

Checklist of Required Schedules Yes No

1 2 3 4 5

6

7 8 9

10 11 a b c d e f 12a b 13 14a b

15 16 17 18 19

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

1 2

X

3 4

X X

5

6

X X

7 8

X X

9 10

X

11a

X

11b

X X

11c

X

11d 11e

X

11f

X

12a

X

12b 13 14a

X X X

14b

X

15

X

16

X

17

X

18

X

19 Form

DAA

X X

X 990 (2017)


HAW0006 11/08/2018 3:58 PM Pg 10

Form 990 (2017)

Part IV

*** PUBLIC DISCLOSURE COPY ***

HAWAII COMMUNITY FOUNDATION

99-0261283

Page Yes

20a Did the organization operate one or more hospital facilities? If “Yes,” complete Schedule H . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b If “Yes” to line 20a, did the organization attach a copy of its audited financial statements to this return? . . . . . . . . . . . . . . . . . . . . . . . . . 21 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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24a 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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception? . . . . . . . . . . . . . . . . . . . . . . . . . c Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . d Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year? . . . . . . . . . . . . . . . . . . . . . . . . . 25a 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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b 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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 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 A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV . . . . . . . . . . . . . . . . . . . . . . . . . . b A family member of a current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . c 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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule M . . . . . . . . . . . . . . . . . . . . . 30 Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N, Part I . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35a Did the organization have a controlled entity within the meaning of section 512(b)(13)? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b 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 . . . . . . . . . . . . . . . . . . . . . . . 36 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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38 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.

No

X

20a 20b 21

X

22

X

23

X X

24a 24b 24c 24d 25a

X

25b

X

26

X

27

X

28a

X X

28b 28c 29

X X

30

X

31

X

32

X

33

X

34 35a

X X

35b

X

36

X

37

X

38 Form

DAA

4

Checklist of Required Schedules (continued)

X 990 (2017)


HAW0006 11/08/2018 3:58 PM Pg 11

Form 990 (2017)

Part V

*** PUBLIC DISCLOSURE COPY ***

HAWAII COMMUNITY FOUNDATION

99-0261283

Page

5

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 . . . . . . . . . . . . . . . . . . . 84 1a 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? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2a Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax 74 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? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 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 . . . . . . . . . . . . . . . . . . . . . . DAA

1c

2b

X

3a 3b

X X

4a

X

5a 5b 5c

X X

6a

X

6b

X

7a 7b 7c 7e 7f 7g 7h

X X X X X

8

X

9a 9b

X X

12a

13a

14a 14b Form

X 990 (2017)


HAW0006 11/08/2018 3:58 PM Pg 12

Form 990 (2017)

Part VI

*** PUBLIC DISCLOSURE COPY ***

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 12 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 X X

Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.) Yes No 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 (or 1024 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 (2017)


HAW0006 11/08/2018 3:58 PM Pg 13

*** PUBLIC DISCLOSURE COPY ***

99-0261283 Page 7 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 (2017)

Part VII

HAWAII COMMUNITY FOUNDATION

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. (A) Name and Title

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

Highest compensated employee

Key employee

Officer

Institutional trustee

Individual trustee or director

(1) DEBORAH

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

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

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

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

BERGER 0.50 0.00 X

X

0

0

0

0.40 0.00 X

X

0

0

0

0.30 0.00 X

X

0

0

0

0.30 0.00 X

X

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

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

BOARD CHAIRMAN (2) PETER

HO

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

VICE CHAIR (3) MICHAEL

BRODERICK

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

SECRETARY (4) ERIC

YEAMAN

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

TREASURER (5) ALAN

ARIZUMI 0.40 0.00 X

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

DIRECTOR (6) ROBERT

R. BEAN

0.40 0.00 X (7) MARY G.F. BITTERMAN . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0.30 ........... DIRECTOR 0.00 X (8) KALEIALOHA K. CADINHA-PUA'A . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0.30 ........... DIRECTOR 0.00 X (9) ROBERTA F. CHU . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0.30 ........... DIRECTOR 0.00 X (10) JOHN C. DEAN . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0.40 ........... DIRECTOR 0.00 X (11) TAMAR CHOTZEN GOODFELLOW . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0.40 ........... DIRECTOR 0.00 X . ....................................................

DIRECTOR

DAA

0

Form

990 (2017)


HAW0006 11/08/2018 3:58 PM Pg 14

*** PUBLIC DISCLOSURE COPY ***

Form 990 (2017) 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) 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)

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

(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) ELIZABETH GROSSMAN

0.30

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

DIRECTOR 0.00 X (13) RICHARD W. GUSHMAN, II

0

0

0

X

0

0

0

X

0

0

0

X

0

0

0

X

0

0

0

X

0

0

0

0

0

0

0

0

0

0.40

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

DIRECTOR 0.10 (14) ROBERT S. HARRISON

0.30

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

DIRECTOR 0.00 (15) MICHAEL P. IRISH

0.30

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

DIRECTOR 0.00 (16) TYRIE LEE JENKINS

0.40

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

DIRECTOR 0.00 (17) ELLIOT K. MILLS

0.30

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

DIRECTOR 0.00 (18) JUDY B. PIETSCH

0.40

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

DIRECTOR 0.00 X (19) KATHERINE G.RICHARDSON

0.40 0.00 X

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

DIRECTOR 1b c d 2

Sub-total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  Total from continuation sheets to Part VII, Section A . . . . . . . .  2,641,647 Total (add lines 1b and 1c) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  2,641,647 Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization 16

468,484 468,484 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

1,218,586

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

HONOLULU

HI 96813

MC1, LLC

HONOLULU

HI 96816

SMS CONSULTING LLC

HONOLULU HONOLULU DAA

1,026,061

EVENT MANAGEMT

450,688

1042 FORT STREET MALL #200

HI 96813

OAHU ECONOMIC DEVELOPMENT BOARD 2

TRUSTEE & INVES

4642 KAHALA AVENUE

CNSLT-EVAL SVS

186,084

735 BISHOP ST., STE. 424

HI 96813

FACIL & SUP SVC

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

175,000 12 Form

990 (2017)


HAW0006 11/08/2018 3:58 PM Pg 15

Form 990 (2017)

Part VIII

*** PUBLIC DISCLOSURE COPY ***

HAWAII COMMUNITY FOUNDATION

99-0261283

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

Gifts, Grants Program Service RevenueContributions, and Other Similar Amounts

(A) Total revenue

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

(B) Related or exempt function revenue

Page

9

..................................... (C) Unrelated business revenue

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

2,941,176 1,932,733

37,022,906 1f g Noncash contributions included in lines 1a-1f: $ . . .19,074,440 .................. h Total. Add lines 1a–1f . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 

41,896,815

Busn. Code

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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  6a b c d 7a

(i) Real

(ii) Personal

Net rental income or (loss)

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

728,150 527,826

728,150 527,826

1,255,976 8,802,846

8,802,846

2,999,360

2,999,360

Gross rents Less: rental exps. Rental inc. or (loss) Gross amount from sales of assets other than inventory

(i) Securities

(ii) Other

88,143,200

885,000

85,224,587

804,253

b Less: cost or other

Other Revenue

basis & sales exps.

2,918,613 80,747 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 . . . . . . .  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

95,032

95,032

95,032 55,050,029

622,858

728,150

11,802,206 Form 990 (2017)


HAW0006 11/08/2018 3:58 PM Pg 16

Form 990 (2017)

Part IX

*** PUBLIC DISCLOSURE COPY ***

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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Do not include amounts reported on lines 6b, 7b, 8b, 9b, and 10b of Part VIII. 1

3

4 5 6

7 8

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

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

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

12 13 14 15 16 17 18 19 20 21 22 23 24

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.)

EXPENSES a . . .OTHER .......................................... AND PUBLICATION b . . .PRINTING .......................................... 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

(B) Program service expenses

(C) Management and general expenses

(D) Fundraising expenses

Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 . . . . . . . .

2

(A) Total expenses

39,966,498

39,966,498

2,365,143

2,365,143

23,934

23,934

2,465,655

844,097

975,753

645,805

3,783,052

1,401,707

990,551

1,390,794

342,503 528,085 394,542

133,656 185,424 141,106

79,753 154,148 113,414

129,094 188,513 140,022

23,440 49,046 59,195

7,736

10,993 49,046

4,711

1,316

396

59,195

1,712 2,352,732 245,550 92,563 205,744

1,910,895

142,517

26,150 2,954

43,189 201,612

299,320 245,550 23,224 1,178

524,966 134,455

171,500 33,089

243,190 38,555

110,276 62,811

1,101,379 252

277,354 94

87,228 128

736,797 30

65,131 30,318

24,291 13,552

31,647 13,615

9,193 3,151

184,419 105,562 79,187 71,009

6,410 28,025 31,301 5,061

140,080 10,449 17,771 57,167

37,929 67,088 30,115 8,781

55,196,072

47,659,172

3,402,122

4,134,778

Form

990 (2017)


HAW0006 11/08/2018 3:58 PM Pg 17

Form 990 (2017)

Part X

*** PUBLIC DISCLOSURE COPY ***

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

463,312 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 1,877,133 1,496,626 355,396 10b b Less: accumulated depreciation . . . . . . . . . . . . . . . . . . . . . 516,813,678 11 Investments—publicly traded securities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20,719,085 12 Investments—other securities. See Part IV, line 11 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Investments—program-related. See Part IV, line 11 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Intangible assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 231,686 15 Other assets. See Part IV, line 11 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 538,583,157 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 50,038,789 of Schedule D . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50,038,789 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. 473,231,444 27 Unrestricted net assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9,352,557 28 Temporarily restricted net assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5,960,367 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 . . . . . . . . . . . . . . . 488,544,368 33 Total net assets or fund balances . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 538,583,157 34 Total liabilities and net assets/fund balances . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Net Assets or Fund Balances

Liabilities

Assets

1 2 3 4 5

(B) End of year 1 2 3 4

330,440

5

6 7 8 9

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

380,507 576,617,221 35,745,704 227,391 613,301,263

22 23 24

25 26

56,560,486 56,560,486

27 28 29

540,585,164 9,465,433 6,690,180

30 31 32 33 34

556,740,777 613,301,263 Form

DAA

11

Balance Sheet

990 (2017)


HAW0006 11/08/2018 3:58 PM Pg 18

Form 990 (2017)

Part XI

*** PUBLIC DISCLOSURE COPY ***

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

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

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

55,050,029 55,196,072 -146,043 488,544,368 69,153,614

10

556,740,777

-811,162

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

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

X

Yes No 1

2a

b

c

3a b

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

2b

X

2c

X

3a

X

3b Form

DAA

X

2a

990 (2017)


HAW0006 11/08/2018 3:58 PM Pg 19

*** PUBLIC DISCLOSURE COPY ***

Form 990 (2017) 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) 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)

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

(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

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

DIRECTOR 0.10 (21) KELVIN H. TAKETA

X

60.00 0.10

116,238

0

0

X

327,960

0

80,583

X

268,384

0

47,714

X

233,169

0

44,564

X

195,747

0

27,784

X

177,747

0

34,138

X

176,229

0

26,497

X

172,489

0

30,847 292,127

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

CEO (THRU 6/30/17) (22) MICAH KANE

60.00

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

CEO (EFF 7/1/17) 0.00 (23) CHRISTINE VAN BERGEIJK

60.00 0.00

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

VP-STRAT INIT & NTWK (24) CURTIS SAIKI

60.00

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

VP-PHIL. & GEN. CONS 0.00 (25) KATHERINE LLOYD

60.00 0.00

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

VP-DEV & DONOR REL (26) MYLES SHIBATA

60.00

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

VP-MRKTG INITIATIVES 0.00 (27) WALLACE G.K. CHIN

60.00 0.00

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

VP-CHIEF FIN. OFFICR 1b c d 2

1,667,963 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 

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 (2017)


HAW0006 11/08/2018 3:58 PM Pg 20

*** PUBLIC DISCLOSURE COPY ***

Form 990 (2017) 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) 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)

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

(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) AMY LUERSEN

60.00

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

VP-COMM. GRNTS & INV 0.00 (29) THOMAS KELLY, JR.

X

162,627

0

24,262

X

160,337

0

30,437

X

113,251

0

14,651

60.00

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

VP-KNOWLDG,EVAL,LRNG 0.00 (30) JOSEPH MARTYAK

60.00

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

VP-COMMUNICATIONS 0.00 (31) LYDIA CLEMENTS

60.00 0.00

X

123,865

0

20,209

60.00 0.00

X

109,053

0

19,810

X

101,820

0

24,604

60.00 0.00

X

101,955

0

21,681

60.00 0.00

X

100,776

0

20,703 176,357

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

VP-FD & CORP PSHIPS (32) LYNN SHIMONO

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

CONTROLLER (33) MARTHA HANSON

60.00

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

ASSOC DIR-DONOR REL 0.00 (34) ROBBIE ANN KANE . ....................................................

PROGRAM DIRECTOR (35) LUIS PASCUAL

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

SYSTEM ARCHITECT 1b c d 2

973,684 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 

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 (2017)


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SCHEDULE A (Form 990 or 990-EZ)

*** PUBLIC DISCLOSURE COPY ***

Public Charity Status and Public Support

2017

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.

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. a

b

c d

e f g

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).

(i) Name of supported organization

(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) 2017


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Schedule A (Form 990 or 990-EZ) 2017

*** PUBLIC DISCLOSURE COPY *** 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)  1

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

(a) 2013

(b) 2014

(c) 2015

(d) 2016

(e) 2017

(f) Total

27,696,059

30,475,667

45,633,685

43,162,097

41,896,815

188,864,323

27,696,059

30,475,667

45,633,685

43,162,097

41,896,815

188,864,323

4,508,064 184,356,259

Section B. Total Support

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

9

10

11 12 13

Amounts from line 4 . . . . . . . . . . . . . . . . . . Gross income from interest, dividends, payments received on securities loans, rents, royalties, and income from similar sources . . . . . . . . . . . . . . . . . . . . . . . . Net income from unrelated business activities, whether or not the business is regularly carried on . . . . . . . . . . . . . . . . .

(a) 2013

(b) 2014

(c) 2015

(d) 2016

(e) 2017

27,696,059

30,475,667

45,633,685

43,162,097

41,896,815

(f) Total 188,864,323

7,180,840

9,514,289

24,799,123

9,002,336

8,802,846

59,299,434

20,751

9,380

51,321

81,452

Other income. Do not include gain or loss from the sale of capital assets 70,686 70,686 (Explain in Part VI.) . . . . . . . . . . . . . . . . . . . Total support. Add lines 7 through 10 248,315,895 2,906,447 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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Section C. Computation of Public Support Percentage

14 74.24 % 14 Public support percentage for 2017 (line 6, column (f) divided by line 11, column (f)) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71.04 % 15 15 Public support percentage from 2016 Schedule A, Part II, line 14 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16a 33 1/3% support test—2017. 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—2016. 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—2017. 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—2016. 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) 2017

DAA


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Schedule A (Form 990 or 990-EZ) 2017

*** PUBLIC DISCLOSURE COPY *** 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) 2013

(b) 2014

(c) 2015

(d) 2016

(e) 2017

(f) Total

(a) 2013

(b) 2014

(c) 2015

(d) 2016

(e) 2017

(f) Total

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

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.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b

Section B. Total Support

Calendar year (or fiscal year beginning in)  9

Amounts from line 6

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

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

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

c

Add lines 10a and 10b

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

11

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

Section C. Computation of Public Support Percentage 15 16

Public support percentage for 2017 (line 8, column (f) divided by line 13, column (f)) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Public support percentage from 2016 Schedule A, Part III, line 15 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

15 16

% %

Section D. Computation of Investment Income Percentage 17 17 Investment income percentage for 2017 (line 10c, column (f) divided by line 13, column (f)) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Investment income percentage from 2016 Schedule A, Part III, line 17 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 19a 33 1/3% support tests—2017. 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—2016. 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) 2017 DAA


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Schedule A (Form 990 or 990-EZ) 2017

*** PUBLIC DISCLOSURE COPY *** 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 1

2

3a b

c 4a b

c

5a

b c 6

7

8 9a

b c 10a

b

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 (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.)

No

1

2 3a

3b 3c 4a

4b

4c

5a 5b 5c

6

7 8

9a 9b 9c

10a 10b

Schedule A (Form 990 or 990-EZ) 2017

DAA


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Schedule A (Form 990 or 990-EZ) 2017

Part IV

*** PUBLIC DISCLOSURE COPY *** 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

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).

Section D. All Type III Supporting Organizations 1

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.

2

3

1

2

1

1

2

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) 2017


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Schedule A (Form 990 or 990-EZ) 2017

Part V

*** PUBLIC DISCLOSURE COPY *** HAWAII COMMUNITY FOUNDATION

99-0261283

Page 6

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

1

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 Section C - Distributable Amount

Current Year

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) 2017

DAA


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Schedule A (Form 990 or 990-EZ) 2017

Part V

*** PUBLIC DISCLOSURE COPY *** HAWAII COMMUNITY FOUNDATION

Section D - Distributions 1 Amounts paid to supported organizations to accomplish exempt purposes 2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity 3 Administrative expenses paid to accomplish exempt purposes of supported organizations 4 Amounts paid to acquire exempt-use assets 5 Qualified set-aside amounts (prior IRS approval required) 6 Other distributions (describe in Part VI). See instructions. 7 Total annual distributions. Add lines 1 through 6. 8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions. 9 Distributable amount for 2017 from Section C, line 6 10 Line 8 amount divided by line 9 amount (i) Section E - Distribution Allocations (see instructions) Excess Distributions 1 2

99-0261283

Page 7

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

(ii) Underdistributions Pre-2017

(iii) Distributable Amount for 2017

Distributable amount for 2017 from Section C, line 6 Underdistributions, if any, for years prior to 2017 (reasonable cause required-explain in Part VI). See instructions. Excess distributions carryover, if any, to 2017:

3 a b c d e f g h i j 4 a b c 5

6

7 8 a b c d e

From 2013 From 2014 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . From 2015 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . From 2016 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Total of lines 3a through e Applied to underdistributions of prior years Applied to 2017 distributable amount Carryover from 2012 not applied (see instructions) Remainder. Subtract lines 3g, 3h, and 3i from 3f. Distributions for 2017 from Section D, line 7: $ Applied to underdistributions of prior years Applied to 2017 distributable amount Remainder. Subtract lines 4a and 4b from 4. Remaining underdistributions for years prior to 2017, if any. Subtract lines 3g and 4a from line 2. For result greater than zero, explain in Part VI. See instructions. Remaining underdistributions for 2017. Subtract lines 3h and 4b from line 1. For result greater than zero, explain in Part VI. See instructions. Excess distributions carryover to 2018. Add lines 3j and 4c. Breakdown of line 7: Excess from 2013 Excess from 2014 . . . . . . . . . . . . . . . . . . . . . . . . Excess from 2015 . . . . . . . . . . . . . . . . . . . . . . . . . Excess from 2016 . . . . . . . . . . . . . . . . . . . . . . . . . Excess from 2017 . . . . . . . . . . . . . . . . . . . . . . . . . Schedule A (Form 990 or 990-EZ) 2017

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Schedule A (Form 990 or 990-EZ) 2017

Part VI

*** PUBLIC DISCLOSURE COPY *** 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.)

PART II, LINE 10 - OTHER INCOME DETAIL

.

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

.

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

.

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

.

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

.

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

.

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

.

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

.

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

.

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

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

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

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

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

.

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

.

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

.

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

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

.

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

WORKSHOP & SEMINAR FEES

$

70,686

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

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

.

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

.

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

.

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

.

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

.

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

DAA

Schedule A (Form 990 or 990-EZ) 2017


HAW0006 11/08/2018 3:58 PM Pg 33

*** PUBLIC DISCLOSURE COPY *** Political Campaign and Lobbying Activities

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

OMB No. 1545-0047

2017

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 1 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) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Part I-B 1 2 3 4a b

2 3 4 5

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

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.

Part I-C 1

99-0261283

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

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. (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) 2017


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Schedule C (Form 990 or 990-EZ) 2017

Part II-A

*** PUBLIC DISCLOSURE COPY *** HAWAII COMMUNITY FOUNDATION

Page 2

99-0261283

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

A 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).

B Check 

if the filing organization checked box A and “limited control” provisions apply. (a) Filing Limits on Lobbying Expenditures

(The term “expenditures” means amounts paid or incurred.) 1a b c d e f

g h i j

(b) Affiliated group totals

organization's totals

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.

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

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

Over $17,000,000

$1,000,000.

0 121,049 121,049 55,075,023 55,196,072 1,000,000

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

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.) Lobbying Expenditures During 4-Year Averaging Period Calendar year (or fiscal year beginning in) 2a Lobbying nontaxable amount

(a) 2014

1,000,000

(b) 2015

1,000,000

(c) 2016

1,000,000

(d) 2017

(e) Total

1,000,000

b Lobbying ceiling amount (150% of line 2a, column (e)) c Total lobbying expenditures d Grassroots nontaxable amount

6,000,000 2,928

85,149

147,724

121,049

356,850

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

1,500,000 0 Schedule C (Form 990 or 990-EZ) 2017

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Schedule C (Form 990 or 990-EZ) 2017

Part II-B

*** PUBLIC DISCLOSURE COPY *** HAWAII COMMUNITY FOUNDATION

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

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

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)). (a)

(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? . . . . . . . . . . . . . . . . . . . . . .

Part III-A

Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6). Yes No

1 2 3

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? . . . . . . . . . . . .

Part III-B

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.”

1 2

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

1 2 3

1

2a 2b 2c 3

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

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DAA

Schedule C (Form 990 or 990-EZ) 2017


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Schedule C (Form 990 or 990-EZ) 2017

Part IV

*** PUBLIC DISCLOSURE COPY *** HAWAII COMMUNITY FOUNDATION

99-0261283

Page 4

Supplemental Information (continued)

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Schedule C (Form 990 or 990-EZ) 2017 DAA


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

*** PUBLIC DISCLOSURE COPY *** 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

2 a b c d 3 4 5 6

(b) Funds and other accounts

265 3 Total number at end of year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Aggregate value of contributions to (during year) . . . . . . . . . . . . . . . . . . 27,461,272 27,026 22,281,534 127,200 Aggregate value of grants from (during year) . . . . . . . . . . . . . . . . . . . . . . 129,440,241 4,796,776 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

Part II 1

Open to Public Inspection

Employer identification number

HAWAII COMMUNITY FOUNDATION

1 2 3 4 5

2017

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,

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

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 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

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) 2017 For Paperwork Reduction Act Notice, see the Instructions for Form 990. DAA


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Part III 3

*** PUBLIC DISCLOSURE COPY ***

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

Schedule D (Form 990) 2017

HAWAII COMMUNITY FOUNDATION

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 . .ENHANCE 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 c d e f 2a b

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

Part V

No

Endowment Funds. Complete if the organization answered “Yes” on Form 990, Part IV, line 10. (a) Current year

(b) Prior year

(c) Two years back

(d) Three years back

(e) Four years back

411,819,527 399,609,967 386,799,267 365,237,391 323,425,328 1a Beginning of year balance . . . . . . . . . . . . 9,162,703 9,381,034 18,860,467 13,740,870 12,434,017 b Contributions . . . . . . . . . . . . . . . . . . . . . . . . . . c Net investment earnings, gains, and 69,337,452 22,495,450 6,889,984 19,459,119 40,914,539 losses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14,782,280 13,957,705 12,806,380 11,313,849 11,251,327 d Grants or scholarships . . . . . . . . . . . . . . . . e Other expenditures for facilities and 343,509 5,709,219 133,371 324,264 285,166 programs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . f Administrative expenses . . . . . . . . . . . . . . 475,880,911 411,819,527 399,609,967 386,799,267 365,237,391 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  .97.85 ...........% . b Permanent endowment  . . . 1.41 % ......... c Temporarily restricted endowment  . . . . .0.74 .........% 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 26,410 b Buildings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52,087 43,098 c Leasehold improvements . . . . . . . . . . . . . . . . . 986,778 861,666 d Equipment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 709,168 565,452 e Other . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10c.) . . . . . . . . . . . . . . . . . . . . . . . . . . . 

87,900 14,790 8,989 125,112 143,716 380,507

Schedule D (Form 990) 2017

DAA


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Part VII

*** PUBLIC DISCLOSURE COPY ***

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) 2017

HAWAII COMMUNITY FOUNDATION

(a) Description of security or category

(b) Book value

(including name of security)

(1) Financial derivatives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (2) Closely-held equity interests . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ESTATE LIMITED PTRSHIPS (3) Other . .REAL ............................................................... PRIVATELY MANAGED INVESTMENT FUND (A) . ........................................................................... (B) . ........................................................................... . . . . (C) ........................................................................ . . . . (D) ........................................................................ . . . . (E) ........................................................................ . . . . (F) ........................................................................ . . . . (G) ........................................................................ . . . . (H) ........................................................................ Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.) 

Part VIII

(c) Method of valuation: Cost or end-of-year market value

34,050,000 END-OF-YEAR MARKET VALUE 1,695,704 END-OF-YEAR MARKET VALUE

35,745,704

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: Cost or end-of-year market value

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

Part IX

Other Assets. Complete if the organization answered “Yes” on Form 990, Part IV, line 11d. See Form 990, Part X, line 15. (b) Book value

(a) Description

(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) 51,047,715 4,302,942 (3) FUNDS HELD AS AGENCY ENDOWMT 1,206,107 (4) GIFT ANNUITY LIABILITIES 3,722 (5) OTHER LIABILITIES (6) (7) (8) (9) Total. (Column (b) must equal Form 990, Part X, col. (B) line 25.)  56,560,486 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) 2017


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Schedule D (Form 990) 2017

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

Page 4

99-0261283

Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered “Yes” on Form 990, Part IV, line 12a.

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 69,153,614 Net unrealized gains (losses) on investments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Donated services and use of facilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2b 2c Recoveries of prior year grants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . -2,115,583 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 1 2 a b c d e 3 4 a b c 5

*** PUBLIC DISCLOSURE COPY ***

HAWAII COMMUNITY FOUNDATION

67,038,031 55,050,029

55,050,029

Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered "Yes" on Form 990, Part IV, line 12a.

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

122,088,060

1

55,196,072

2e 3

55,196,072

4c 5

55,196,072

Supplemental Information.

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.

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

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

HAWAII COMMUNITY FOUNDATION UTILIZES THE DONATED WORKS OF ARTS (HAPPENS

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

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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

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DESIRES FOR THE COMMUNITY.

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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.

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Schedule D (Form 990) 2017 DAA


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Schedule D (Form 990) 2017

Part XIII

*** PUBLIC DISCLOSURE COPY ***

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.

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ACCORDINGLY, THE FOUNDATION IS EXEMPT FROM FROM FEDERAL AND STATE INCOME

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

AND EXCISE TAXES, EXCEPT ON UNRELATED BUSINESS INCOME.

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MANAGEMENT BELIEVES THE FOUNDATION'S TAX YEARS PRIOR TO 2014 ARE NO LONGER

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

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

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

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

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

FAIR VALUE ADJUSTMENT-POOLED INCOME FUND

$

-1,304,421

CHANGE IN DONOR RESTRICTIONS

$

-811,162

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Schedule D (Form 990) 2017 DAA


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*** PUBLIC DISCLOSURE COPY *** 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

2017

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

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.) (a) Region

(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

Yes

No

(f) Total expenditures for and investments in the region

(1) (2) (3) (4) (5) (6) (7) (8) (9) (10) (11) (12) (13) (14) (15) (16) (17) 3a Sub-total . . . . 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) 2017


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*** PUBLIC DISCLOSURE COPY ***

Page 2 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) 2017

Part II 1

(a) Name of organization

HAWAII COMMUNITY FOUNDATION (b) IRS code section and EIN (if applicable)

(c) Region

(d) Purpose of grant

REL/SPIRITUAL DEV NORTH AMERICA

(1)

(e) Amount of cash grant

(f) Manner of cash disbursement

(g) Amount of noncash assistance

(h) Description of noncash assistance

(i) Method of valuation (book, FMV, appraisal, other)

23,934 CASH PAYMENT

(2) (3) (4) (5) (6) (7) (8) (9) (10) (11) (12) (13) (14) (15) (16) 2 3

DAA

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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  Enter total number of other organizations or entities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  Schedule F (Form 990) 2017


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*** PUBLIC DISCLOSURE COPY ***

Page 3 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) 2017

Part III

HAWAII COMMUNITY FOUNDATION

(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) (4) (5) (6) (7) (8) (9) (10) (11) (12) (13) (14) (15) (16) (17) (18) Schedule F (Form 990) 2017

DAA


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Schedule F (Form 990) 2017

Part IV 1

2

3

4

5

6

*** PUBLIC DISCLOSURE COPY ***

HAWAII COMMUNITY FOUNDATION Foreign Forms

Page

99-0261283

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

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) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

X

No

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) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

X

No

4

Schedule F (Form 990) 2017

DAA


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Schedule F (Form 990) 2017

Part V

*** PUBLIC DISCLOSURE COPY ***

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

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Schedule F (Form 990) 2017 DAA


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*** PUBLIC DISCLOSURE COPY ***

Grants and Other Assistance to Organizations, Governments, and Individuals in the United States

SCHEDULE I (Form 990)

Name of the organization

2

(1)

99-0261283

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

Open to Public Inspection Employer identification number

HAWAII COMMUNITY FOUNDATION Part I

2017

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

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. (a) Name and address of organization or government

(b) EIN

(c) IRC section (if applicable)

(d) Amount of cash grant

(e) Amount of noncash assistance

(f) Method of valuation (book, FMV, appraisal, other)

(g) Description of noncash assistance

(h) Purpose of grant or assistance

SEE STATEMENT #3

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

39,966,498 (2) . .............................................................

(3) . .............................................................

(4) . .............................................................

(5) . .............................................................

(6) . .............................................................

(7) . .............................................................

(8) . .............................................................

(9) . .............................................................

2 3

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  . . 569 ......................... 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) (2017)


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*** PUBLIC DISCLOSURE COPY *** Schedule I (Form 990) (2017)

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

EDUCATIONAL SCHOLARSHIPS 695

(c) Amount of cash grant

(d) Amount of noncash assistance

(e) Method of valuation (book, (f) Description of noncash assistance FMV, appraisal, other)

2,365,143

N/A

N/A

2 3 4 5 6 7

Part IV

Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.

PART I, LINE 2 - PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS

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

HAWAII COMMUNITY FOUNDATION UTILIZES A PROPRIETARY GRANT ADMINISTRATION

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SYSTEM TO MANAGE THE ENTIRE GRANT MAKING PROCESS FROM EVALUATING GRANT

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

PROPOSALS, AWARDING GRANTS AND MONITORING GRANT EXPENDITURES. QUANTITATIVE

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

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.

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Schedule I (Form 990) (2017) DAA


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SCHEDULE J (Form 990)

Department of the Treasury Internal Revenue Service

*** PUBLIC DISCLOSURE COPY *** Compensation Information

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.

Name of the organization

2017 Open to Public Inspection

Employer identification number

HAWAII COMMUNITY FOUNDATION Part I

OMB No. 1545-0047

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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

3

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 in line 1a? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

1b

2

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. X Compensation committee X Written employment contract Independent compensation consultant X Compensation survey or study Form 990 of other organizations X X Approval by the board or compensation committee

4

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. 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.

4a 4b 4c

X X X

5

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.

5a 5b

X X

6a 6b

X X

7

X

8

X

6

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) 2017 For Paperwork Reduction Act Notice, see the Instructions for Form 990. DAA


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*** PUBLIC DISCLOSURE COPY *** Schedule J (Form 990) 2017

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

1

2

3

4

5

6

7

8

9

KELVIN H. TAKETA CEO (THRU 6/30/17) MICAH KANE CEO (EFF 7/1/17) CHRISTINE VAN BERGEIJK VP-STRAT INIT & NTWK CURTIS SAIKI VP-PHIL. & GEN. CONS KATHERINE LLOYD VP-DEV & DONOR REL MYLES SHIBATA VP-MRKTG INITIATIVES WALLACE G.K. CHIN VP-CHIEF FIN. OFFICR AMY LUERSEN VP-COMM. GRNTS & INV THOMAS KELLY, JR. VP-KNOWLDG,EVAL,LRNG

(i)

.

(ii) (i)

.

(ii) (i)

.

(ii) (i)

.

(ii) (i)

.

(ii) (i)

.

(ii) (i)

.

(ii) (i) (ii) (i)

10

(ii)

11

(ii)

12

(ii)

13

(ii)

14

(ii)

15

(ii)

16

(ii)

(i)

(i)

(i)

(i)

(i)

(i)

(iii) Other reportable compensation

(C) Retirement and other deferred compensation

(D) Nontaxable benefits

(E) Total of columns (B)(i)–(D)

(F) Compensation in column (B) reported as deferred on prior Form 990

327,960 0 0 27,000 53,583 408,543 70,000 0 0 0 0 0 0 0 268,384 0 0 27,000 20,714 316,098 0 .............................................................................................................................................. 0 0 0 0 0 0 0 233,169 0 0 24,176 20,388 277,733 0 .............................................................................................................................................. 0 0 0 0 0 0 0 195,747 0 0 19,722 8,062 223,531 0 .............................................................................................................................................. 0 0 0 0 0 0 0 177,747 0 0 18,565 15,573 211,885 0 .............................................................................................................................................. 0 0 0 0 0 0 0 176,229 0 0 17,614 8,883 202,726 0 .............................................................................................................................................. 0 0 0 0 0 0 0 172,489 0 0 17,662 13,185 203,336 0 .............................................................................................................................................. 0 0 0 0 0 0 0 162,627 0 0 16,251 8,011 186,889 0 .............................................................................................................................................. 0 0 0 0 0 0 0 160,337 0 0 16,672 13,765 190,774 0 .............................................................................................................................................. 0 0 0 0 0 0 0

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

(ii) (i)

(ii) Bonus & incentive compensation

.

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

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

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

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

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

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. .............................................................................................................................................. Schedule J (Form 990) 2017

DAA


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*** PUBLIC DISCLOSURE COPY ***

Page 3 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) 2017

HAWAII COMMUNITY FOUNDATION

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

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. .................................................................................................................................................................................................................. Schedule J (Form 990) 2017

DAA


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SCHEDULE L (Form 990 or 990-EZ)

Transactions With Interested COPY Persons *** *** PUBLIC DISCLOSURE

Department of the Treasury Internal Revenue Service

1

2017

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.

Name of the organization

Part I

OMB No. 1545-0047

 Complete if the organization answered “Yes” on Form 990, Part IV, line 25a, 25b, 26, 27, 28a,

Open To Public Inspection 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. (a) Name of disqualified person

(b) Relationship between disqualified person and organization

(d) Corrected?

(c) Description of transaction

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. 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. (a) Name of interested person

(b) Relationship with organization

(c) Purpose of

loan

(d) Loan to

(e) Original

(f) Balance due

or from the principal amount org.? To From

(g) In default? (h) Approved

(i) Written by board or agreement? committee?

Yes

No

Yes

No

Yes

No

(1) (2) (3) (4) (5) (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) 2017


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*** PUBLIC DISCLOSURE COPY ***

Schedule L (Form 990 or 990-EZ) 2017

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

(1) FIRST HAWAIIAN BANK (2) CENTRAL PACIFIC BANK (3) BANK OF HAWAII (4) KAIMANA HILA (5) (6) (7) (8) (9) (10)

Part V

(b) Relationship between interested person and the organization

SEE SEE SEE SEE

(c) Amount of transaction

BELOW BELOW BELOW BELOW

(d) Description of transaction

(e) Sharing

of org. revenues?

Yes

1,026,061 107,207 1,218,586 116,238

BANK BANK BANK PROF

PROVIDES SVCS PROVIDES SVCS PROVIDES SVCS & ADMIN SVCS

No

X X X X

Supplemental Information Provide additional information for responses to questions on Schedule L (see instructions).

SCHEDULE L, PART V - ADDITIONAL INFORMATION SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: (A) NAME: FIRST HAWAIIAN BANK (B) RELATIONSHIP: HCF DIRECTORS, ROBERT S. HARRISON AND ALAN ARIZUMI AND ERIC YEAMAN, ARE OFFICERS OF THE BANK WHICH DOES BUSINESS WITH HAWAII COMMUNITY FOUNDATION (D) DESCRIPTION OF TRANSACTIONS: BANK PROVIDES TRUSTEE SERVICES TO HAWAII COMMUNITY FOUNDATION. (A) NAME: CENTRAL PACIFIC BANK (B) RELATIONSHIP: HCF DIRECTOR, JOHN C. DEAN IS A DIRECTOR OF THE BANK WHICH DOES BUSINESS WITH HAWAII COMMUNITY FOUNDATION (D) DESCRIPTION OF TRANSACTIONS: BANK PROVIDES TRUSTEE SERVICES TO HAWAII COMMUNITY FOUNDATION. (A) NAME: BANK OF HAWAII (B) RELATIONSHIP: HCF DIRECTORS, MARY G.F. BITTERMAN AND PETER S. HO, ARE DIRECTORS OF THE BANK AND ROBERTA F. CHU IS A SENIOR VP OF THE BANK, WHICH DOES BUSINESS WITH HAWAII COMMUNITY FOUNDATION (D) DESCRIPTION OF TRANSACTIONS: BANK PROVIDES TRUSTEE SERVICES TO HAWAII COMMUNITY FOUNDATION. (A) NAME: KAIMANA HILA Schedule L (Form 990 or 990-EZ) 2017 DAA


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*** PUBLIC DISCLOSURE COPY ***

Schedule L (Form 990 or 990-EZ) 2017

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

(c) Amount of transaction

(d) Description of transaction

(e) Sharing

of org. revenues?

Yes

No

(1) (2) (3) (4) (5) (6) (7) (8) (9) (10)

Part V

Supplemental Information Provide additional information for responses to questions on Schedule L (see instructions).

(B) RELATIONSHIP: HCF DIRECTOR, JENNIFER SABAS, IS THE OWNER OF THIS BUSINESS (D) DESCRIPTION OF TRANSACTION: COMPANY PROVIDES PROFESSIONAL AND ADMINISTRATIVE SERVICES TO HAWAII COMMUNITY FOUNDATION

Schedule L (Form 990 or 990-EZ) 2017 DAA


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

*** PUBLIC DISCLOSURE COPY ***

1 2 3 4 5 6 7 8 9 10 11 12 13

14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29

2017

 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 the latest information.

Name of the organization

Part I

OMB No. 1545-0047

Noncash Contributions

Open To Public Inspection

Employer identification number

HAWAII COMMUNITY FOUNDATION

99-0261283

Types of Property

(a)

(b)

Check if

Number of contributions or

applicable

items contributed

(c) Noncash contribution amounts reported on Form 990, Part VIII, line 1g

(d) Method of determining noncash contribution amounts

Art — Works of art . . . . . . . . . . . . . . . Art — Historical treasures . . . . . . . Art — Fractional interests . . . . . . . Books and publications . . . . . . . . . Clothing and household goods . . . . . . . . . . . . . . . . . . . . . . . . . . . . X 2 2,001 SELLING PRICE Cars and other vehicles . . . . . . . . . Boats and planes . . . . . . . . . . . . . . . . Intellectual property . . . . . . . . . . . . . X 54 18,331,439 QUOTED MARKET PRICE Securities — Publicly traded . . . . Securities — Closely held stock . Securities — Partnership, LLC, or trust interests . . . . . . . . . . . . . . . . . Securities — Miscellaneous . . . . . Qualified conservation contribution — Historic structures . . . . . . . . . . . . . . . . . . . . . . . . Qualified conservation contribution — Other . . . . . . . . . . . . X 2 740,600 TAX ASSESSED VALUE Real estate — Residential . . . . . . . Real estate — Commercial . . . . . . Real estate — Other . . . . . . . . . . . . . Collectibles . . . . . . . . . . . . . . . . . . . . . . Food inventory . . . . . . . . . . . . . . . . . . Drugs and medical supplies . . . . . Taxidermy . . . . . . . . . . . . . . . . . . . . . . . Historical artifacts . . . . . . . . . . . . . . . Scientific specimens . . . . . . . . . . . . Archeological artifacts . . . . . . . . . . . Other ( .PIANO X 1 400 SELLING PRICE ......................... ) 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 . . . . . . . . . .

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) 2017


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Schedule M (Form 990) 2017

Part II

*** PUBLIC DISCLOSURE COPY ***

HAWAII COMMUNITY FOUNDATION

99-0261283

Page

2

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.

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.

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

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

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

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

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. ................................................................................................................................................................ Schedule M (Form 990) 2017 DAA


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*** PUBLIC DISCLOSURE COPY *** 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.

2017

 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

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

ROBERT S. HARRISON

ERIC YEAMAN

DIRECTOR

TREASURER

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

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

BUSINESS RELATIONSHIP

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

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

PETER HO

MARY BITTERMAN

DIRECTOR

DIRECTOR

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

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

BUSINESS RELATIONSHIP

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

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

ROBERT S. HARRISON

ALAN ARIZUMI

DIRECTOR

DIRECTOR

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

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

BUSINESS RELATIONSHIP

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

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

ERIC YEAMAN

ALAN ARIZUMI

TREASURER

DIRECTOR

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

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

BUSINESS RELATIONSHIP

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

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

PETER HO

ROBERT F. CHU

DIRECTOR

DIRECTOR

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

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

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

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

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

Schedule O (Form 990 or 990-EZ) (2017)


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*** PUBLIC DISCLOSURE COPY ***

Schedule O (Form 990 or 990-EZ) (2017) Name of the organization

Page

2

Employer identification number

HAWAII COMMUNITY FOUNDATION

99-0261283

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

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

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

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

INTEREST AND A LIST OF ALL DISCLOSED GIFTS ACCEPTED BY EMPLOYEES PURSUANT

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

TO THE POLICY.

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

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

BOARD MEMBERS ARE ALSO ANNUALLY REQUIRED TO COMPLETE AND SIGN A CONFLICT OF

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

INTEREST STATEMENT. DURING ANY BOARD APPROVAL ACTIONS, A BOARD MEMBER MUST

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

FULLY DISCL0SE THAT HE OR SHE HAS ANY OFFICIAL OR FAMILY RELATIONSHIP TO

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

ANY PROSPECTIVE GRANT RECIPIENT. FOLLOWING SUCH DISCLOSURE, THE BOARD

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

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.

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

PAGE 1 OF 3 Schedule O (Form 990 or 990-EZ) (2017) DAA


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*** PUBLIC DISCLOSURE COPY ***

Schedule O (Form 990 or 990-EZ) (2017) Name of the organization

HAWAII COMMUNITY FOUNDATION

Page

2

Employer identification number

99-0261283

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

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

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

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

OF OTHER OFFICERS AND KEY EMPLOYEES' PERFORMANCE AS WELL AS DETERMINING

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

THEIR COMPENSATION. SELF-ASSESSMENT, SURVEYS OF OTHER EMPLOYERS AND A

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

MARKET STUDY OF COMPARABLE SALARIES FOR COMPARABLE EMPLOYEES ARE ALL

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

UTILIZED TO ESTABLISH COMPENSATION. EACH EMPLOYEE'S EVALUATION AND

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

PERFORMANCE OBJECTIVES FOR THE NEXT YEAR ARE RETAINED IN HIS/HER PERSONNEL

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

FILE ALONG WITH THE DETERMINATION OF COMPENSATION.

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

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

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.

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

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

PAGE 2 OF 3 Schedule O (Form 990 or 990-EZ) (2017) DAA


HAW0006 11/08/2018 3:58 PM Pg 60

*** PUBLIC DISCLOSURE COPY ***

Schedule O (Form 990 or 990-EZ) (2017) Name of the organization

Page

2

Employer identification number

HAWAII COMMUNITY FOUNDATION

99-0261283

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.

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

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

$

1,304,421

POOLED INCOME (AUDIT ONLY)

$

-1,304,421

CHANGE IN DONOR RESTRICTIONS

$

-811,162

$

-811,162

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

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

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

TOTAL

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

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

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.

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

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

FORM 990, SCH. J, PART II, LINE 1 - KELVIN H. TAKETA'S REPORTABLE

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

COMPENSATION IN PART VII AND BASE COMPENSATION IN SCHEDULE J, PART II,

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

INCLUDES A $70,000 DEFERRED COMPENSATION PAYMENT, WHICH VESTED IN 2017. IN

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

2016, THIS DEFERRED COMPENSATION AMOUNT OF $70,000 WAS REPORTED IN SCHEDULE

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

J, PART III, AND INCLUDED IN THE RETIREMENT AND OTHER DEFERRED COMPENSATION

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

COLUMN IN SCHEDULE J, PART II.

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

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

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

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

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

PAGE 3 OF 3 Schedule O (Form 990 or 990-EZ) (2017) DAA


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*** PUBLIC DISCLOSURE COPY ***

SCHEDULE R (Form 990)

OMB No. 1545-0047

Related Organizations and Unrelated Partnerships

Department of the Treasury Internal Revenue Service

2017

 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) . .........................................................................................

(3) . .........................................................................................

(4) . .........................................................................................

(5) . .........................................................................................

Part II

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. (a) Name, address, and EIN of related organization

(b) Primary activity

(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

(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

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) 2017


HAW0006 11/08/2018 3:58 PM Pg 62

*** PUBLIC DISCLOSURE COPY ***

SCHEDULE R (Form 990)

OMB No. 1545-0047

Related Organizations and Unrelated Partnerships

Department of the Treasury Internal Revenue Service

2017

 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) . .........................................................................................

(3) . .........................................................................................

(4) . .........................................................................................

(5) . .........................................................................................

Part II

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. (a) Name, address, and EIN of related organization

(b) Primary activity

(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

(1)

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

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) 2017


HAW0006 11/08/2018 3:58 PM Pg 63

Schedule R (Form 990) 2017

Part III

*** PUBLIC DISCLOSURE COPY ***

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) . ..............................................................

(3) . ..............................................................

(4) . ..............................................................

Part IV

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. (a) Name, address, and EIN of related organization

(b) Primary activity

(c) Legal domicile (state or foreign country)

(d) Direct controlling entity

(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

(1) . ...............................................................

(2) . ...............................................................

(3) . ...............................................................

(4) . ...............................................................

DAA

Schedule R (Form 990) 2017


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*** PUBLIC DISCLOSURE COPY *** Schedule R (Form 990) 2017

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

f g h i j

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) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

1f 1g 1h 1i 1j

X X X X X

k l m n o

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

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.

1r 1s

X X

(a) Name of related organization

(b) Transaction type (a–s)

(c) Amount involved

(1)

ROBERT E. BLACK MEMORIAL TRUST

C

1,270,500

(2)

PRISANLEE TRUST

C

667,668

(3)

CN WODEHOUSE HAWAII CHILDRENS TRUST

C

439,865

(4)

PARKER RANCH FOUNDATION TRUST

C

459,480

(5)

HAWAII LEADERSHIP FORUM

B

1,945,000

(d) Method of determining amount involved

(6) Schedule R (Form 990) 2017 DAA


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*** PUBLIC DISCLOSURE COPY *** Schedule R (Form 990) 2017

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

(c)

(d)

(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)

Yes No

(f) Share of total income

(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) . .....................................................................

(3) . .....................................................................

(4) . .....................................................................

(5) . .....................................................................

(6) . .....................................................................

(7) . .....................................................................

(8) . .....................................................................

(9) . .....................................................................

(10) . .....................................................................

(11) . .....................................................................

Schedule R (Form 990) 2017 DAA


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Schedule R (Form 990) 2017

Part VII

*** PUBLIC DISCLOSURE COPY ***

HAWAII COMMUNITY FOUNDATION

99-0261283

Page 5

Supplemental Information. Provide additional information for responses to questions on Schedule R. See Instructions.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Schedule R (Form 990) 2017 DAA


*** PUBLIC DISCLOSURE COPY *** HAWAII COMMUNITY FOUNDATION FORM 990 PART III, Line 1 – STATEMENT OF ORGANIZATION’S MISSION EXPLANATION SINCE ITS FOUNDING 101 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. 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: • 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. • 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. • 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.

STATEMENT # 1


*** PUBLIC DISCLOSURE COPY ***

$9.6M

HCF INITIATIVES

$20.3M

$5.8M

SCHOL AR SHIPS

DONOR ADVISED GR ANTS

$7.8M CONTR AC T CLIENTS

$4.3M

$5.3M

$6.1M

OTHER HCF GR ANTS

DONOR DESIGNATED GR ANTS

PARTNER SHIPS

In 2017, HCF distributed more than

to the community from over 850 funds established by individuals, families, and businesses that care about making Hawai‘i a better place

56

H A W A I ‘ I C O M M U N I T Y F O U N D AT I O N | M A K I N G C H A N G E

STATEMENT #2


*** PUBLIC DISCLOSURE COPY ***

Last year, your collective generosity supported the community in these areas: COMMUNIT Y & ECONOMY

GOVERNMENT & CIVICS

HE ALTH & WELFARE

EDUC ATION

ARTS & CULTURE

OTHER

$ 3 .4 4M

$ 2 .5 5M

$15 .2 2M

$18 .2 2M

$ 3 .2 2M

$1.4 4M

NATUR AL ENVIRONMENT

$4M

GRAND TOTAL

$

47.9 MILLION*

*Includes expenses related to the implementation of various programs and contracts. Does not include $11,146,458 in grants administered on behalf of private foundations and other clients.

O U R P R O M I S E | 2 0 18 A N N U A L R E P O R T

57

STATEMENT #2


*** PUBLIC DISCLOSURE COPY ***

Hawaii Community Foundation EIN 99-0261283 Form 990 Schedule I, Part II For Grants 1/1/2017 to 12/31/2017 Payee Name

EIN

IRS Status

Address

50can Inc. 808 Cleanups Accessurf Hawaii Inc. After-School All-Stars Hawaii Aina Hookupu o Kilauea Aio Foundation Aliamanu Intermediate School All Together Foundation

27-3069592 47-3528201 20-4420646 27-4604870 47-3022013 94-3278794 99-6001081 47-2522190

501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) Public Agencies 501(c)(3)

1112 16th St Nw Ste 240 Post Office Box 240341 PO Box 6411 4747 Kilauea Avenue, #207 Post Office Box 165 1000 Bishop Street, #202 3271 Salt Lake Blvd. 26 Beidler Drive

Alliance for Drama Education Aloha Harvest Aloha House, Inc. Aloha Medical Mission Aloha Performing Arts Company Aloha Shirt Foundation Aloha United Way Alternative Structures International Alzheimer's Disease and Related Disorders Association American Cancer Society American Friends of New College Limited

99-0208609 99-0344209 99-0173804 99-0234811 99-0264271 81-1246692 99-0073494 99-0196090 99-0212360 99-0073489 13-2953688

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)

American Heart Association, Hawaii Affiliate American Israel Education Foundation Inc. American Lung Association of the Mountain Pacific American Red Cross, Hawaii State Chapter American Wildlife Foundation Americares Anderson Ranch Arts Center Anti-Defamation League of B'nai B'rith ARCS Foundation, Inc. - Honolulu Chapter Assets School Assistance Dogs of Hawaii Assistance League of Hawaii Assistive Technology Resource Centers of Hawaii Association for Middle Level Education Association of Fundraising Professionals - Aloha Chapter Awaiaulu AYSO Section 7 Bandwagon Institute for the Arts Bay Clinic Inc. Beach Environmental Awareness Campaign Hawaii Belos Cavalos Inc Big Brothers Big Sisters Hawaii, Inc. Big Island Mediation, Inc. Big Island Substance Abuse Council Bikeshare Hawaii 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 Boy Scouts of America Council Boys & Girls Club of Hawaii Boys and Girls Club of the Big Island Boys and Girls Clubs of Maui, Inc. Boys To Men Mentoring Network, Inc. Bucknell University Camp Mokuleia Inc. Castle Medical Center Cathedral Church of St. Andrew Catholic Charities Hawaii

13-5613797 52-1623781 93-0386887 99-0073477 95-4601798 06-1008595 23-7267983 13-1818723 51-0183563 99-6001152 99-0353694 23-7024314 94-3267103 31-0865702 99-0286990 26-3841515 95-6205398 81-5366305 99-0222784 80-0182443 47-3009464 99-0109970 99-0343488 99-0118043 46-4561541 99-0161980 99-0073479 23-1667959 20-8247917 99-0243991 20-4124164 94-6187633 99-0073482 99-6005407 81-0575345 99-0272347 46-2253454 24-0772407 99-0275250 99-0107330 99-0090143 99-0073547

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) 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)

Ceeds of Peace Center for Food Safety Center for Neurological Reprogramming, Inc.

47-5670073 501(c)(3) 52-2165893 501(c)(3) 94-3191364 501(c)(3)

2165 H 10th Ave. 3599 Waialae Ave #23 P.O. Box 791749 810 N. Vineyard Blvd. P.O. Box 794 Post Office Box 3054 200 N. Vineyard Blvd., Ste. 700 P.O. Box 39 1050 Ala Moana Blvd., Ste. 2610 2370 Nuuanu Ave CIP Capital L.P. 435 Devon Park Drive, Building 300 677 Ala Moana Blvd. Suite 600 251 H Street NW Suite 810 Richards Street, Suite 750 4155 Diamond Head Road P.O. Box 1246 88 Hamilton Avenue P.O Box 5598 720 Market ST, #8 P.O. Box 10052 One Ohana Nui Way PO Box 1803 1505 Young St. 200 N Vineyard Blvd, Suite 430 4151 Executive Parkway, Suite 300 P.O. Box 51 2667 Anuu Place PO Box 893097 Post Office Box 510053 224 Haili Street, Bldg. B P. O. Box 25284 88 King Street, #1205 418 Kuwili Street, Ste. 106 P.O. Box 7020 135 Pu'uhonu Way, Suite 201 914 Ala Moana Boulevard 1525 Bernice St. 2043 Dillingham Blvd. 1200 Railroad St. 55 Merchant Street, Ste 1700 56-660 Kamehameha Hwy. 201 Linden Street, Suite 202 P.O. Box 22505 42 Puiwa Rd. 345 Queen St., Suite 900 100 Kamakahonu St. 100 Kanaloa Ave Post Office Box 1702 301 Market St., Ste. 2 68-729 Farrington Highway 640 Ulukahiki St. 229 Queen Emma Square Clarence T.C. Ching Campus 1822 Ke`eaumoku Street Post Office Box 235696 660 Pennsylvania Ave., SE #302 114 Middle Rincon Rd.

City

State

Zip

Washington Honolulu Kaneohe Honolulu Kilauea Honolulu Honolulu Washington Crossing Honolulu Honolulu Paia Honolulu Kealakekua Honolulu Honolulu Wai'anae Honolulu Honolulu Wayne

DC HI HI HI HI HI HI PA

20036 96824-0341 96744 96816 96754-0165 96813 96818 18977-1349

Education Environment Recreation & Sports Education Environment Housing Education - Grades K-12 Human Services

Purpose

Amount

HI HI HI HI HI HI HI HI HI HI PA

96816 96816 96779 96817 96750 96802 96817 96792 96814-4924 96817 19087

Arts, Culture & Humanities Food, Agriculture, Nutrition Mental Health Health - Community Health Centers Arts, Culture & Humanities Arts, Culture & Humanities Human Services Housing Health - Specific Disease-related Health Education - Higher Education

$6,350.00 $15,000.00 $42,000.00 $34,910.00 $38,000.00 $5,450.00 $119,815.56 $100,305.00 $6,762.00 $132,033.84 $19,592.62

Honolulu Washington Honolulu Honolulu Molalla Stamford Snowmass Village San Francisco Honolulu Honolulu Makawao Honolulu Honolulu Westerville Annapolis Junction Honolulu Mililani Kealia Hilo Honolulu San Francisco Honolulu Kamuela Hilo Honolulu Honolulu Honolulu Bloomsburg Honolulu Kahuku Fort Collins Sacramento Honolulu Honolulu Hilo Kahului Kealakekua Lewisburg Waialua Kailua Honolulu Honolulu

HI DC HI HI OR CT CO CA HI HI HI HI HI OH MD HI HI HI HI HI CA HI HI HI HI HI HI PA HI HI CO CA HI HI HI HI HI PA HI HI HI HI

96813-5485 20001 96813 96816 97038 06902 81615 94102 96816-0052 96818 96768 96826 96817 43081-3871 20701 96819 96789 96751-0053 96720 96825 94107 96817 96743 96720 96814-4913 96817-2704 96819-4024 17815 96813 96731 80524 95822 96817 96813 96720 96732 96750 17837 96791 96734-4498 96813 96822

Health - Disease Prevention, Health Promotion International Health - Disease Prevention, Health Promotion Public Safety, Disaster Preparedness & Relief Animal - related Public Safety, Disaster Preparedness & Relief Arts, Culture & Humanities Civil Rights/Civil Liberties Education - Higher Education Education Human Services Human Services Human Services Education Philanthropy, Volunteerism & Grantmaking Education Recreation & Sports Arts, Culture & Humanities Health Environment Other Youth Development Civil Rights/Civil Liberties Health Environment Arts - Museum Health Education - Grades K-12 Environment Human Services Education - Literacy Animal - related Youth Development Youth Development Youth Development Community Development Youth Development Education - Higher Education Human Services Health Religion/Spiritual Development Religion/Spiritual Development

$11,840.50 $400,000.00 $143,031.25 $94,051.36 $9,510.75 $10,000.00 $5,000.00 $5,000.00 $11,755.00 $60,000.00 $43,600.00 $15,000.00 $10,000.00 $50,000.00 $10,250.00 $32,000.00 $12,888.51 $15,000.00 $200,000.00 $8,000.00 $10,000.00 $82,984.97 $35,000.00 $18,750.00 $165,000.00 $402,520.04 $50,000.00 $7,101.00 $25,817.38 $28,389.00 $5,500.00 $9,510.75 $6,250.00 $43,027.47 $35,000.00 $30,694.00 $25,000.00 $7,101.00 $9,000.00 $150,000.00 $48,693.92 $139,903.66

Honolulu Washington Santa Rosa

HI DC CA

96823-3511 20003 95409

Education Environment Science & Technology

$70,000.00 $25,000.00 $15,250.00 $37,500.00 $23,643.67 $11,000.00 $5,000.00 $5,000.00

$10,000.00 $64,500.00 $12,000.00

Statement #3 1 of 10


*** PUBLIC DISCLOSURE COPY ***

Hawaii Community Foundation EIN 99-0261283 Form 990 Schedule I, Part II For Grants 1/1/2017 to 12/31/2017 Payee Name

EIN

IRS Status

Center for Tomorrow's Leaders Central Union Church of Honolulu Chaminade University of Honolulu

46-3490591 501(c)(3) 99-0076013 501(c)(3) 99-0272261 501(c)(3)

Child and Family Service Chinese Catholic Club Christ United Methodist Church of Honolulu Church of the Holy Innocents City and County of Honolulu

99-0073483 99-6007179 99-0077812 99-0183876 99-6001257

501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) Public Agencies

Claudia Schreier Choreography, Inc. Coalition for Drug-Free Hawaii Collaborative Leaders Network Common Sense Media Community Clinic of Maui Inc. Community Health Outreach Work to Prevent Aids Compassion & Choices Compassion, Inc.

82-0900738 99-0255126 27-4662010 41-2024986 99-0303304 99-0284222 84-1328829 36-2423707

501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3)

Congregation of the Sacred Hearts, U. S. Province Conservation Council for Hawaii Conservation International Foundation Consortium for Hawaii Ecological Engineering Education Coral Reef Alliance Daniel R Sayre Memorial Foundation Inc Department of Education, Honolulu District Office Diamond Head State Monument Foundation Diamond Head Theatre Domestic Violence Action Center DonorsChoose.org

61-1656878 99-0199211 52-1497470 99-0353084 94-3211245 26-1097159 99-6001081 74-3236159 99-0073495 99-0290389 13-4129457

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)

Drug Policy Forum of Hawai`i Dunwoody College of Technology Easter Seals Hawaii East-West Center ECOS Effective Planning Innovative Communication, Inc. Environment Hawaii 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 First Presbyterian Church of Honolulu Five Mountains Hawaii Friends of Auwahi Forest Restoration Project Friends of Hakalau Forest National Wildlife Refuge Friends of Hawaii Volcanoes National Park Friends of Iolani Palace 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 Maui County Library Friends of the Palace Theater Friends of The Panaewa Zoo Friends of Thelma Parker Memorial Library From the Heart Productions, Inc. Fugees Family Inc. Full Life Garden Island Arts Council Garden Island Resource Conservation and Development, Inc. George A. Kanna Scholarship Foundation Inc. Girl Scouts of Hawaii Goodwill Industries of Hawaii, Inc. Grow Some Good

94-3263242 41-0693856 99-0075235 99-0161603 45-4393307 99-0333370 99-0292149 46-4318561 99-0225042 20-2645489 99-0230341 99-0171947 26-2975093 99-0108712 99-0330168 87-0700795 68-0634915 31-1577169 99-0115665 99-0279734 99-0281559 27-3663109 99-0296604 99-6010300 99-0352607 99-0248039 99-0297973 95-4445418 20-5771149 99-0350129 99-0190207 99-0288553 77-0593538 99-0073488 99-6001264 46-4364775

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)

Address

677 Ala Moana Blvd., #1100 1660 S. Beretania St. Attn: Financial Aid Office 3140 Waialae Avenue 91-1841 Fort Weaver Rd. P.O. Box 683 1639 Keeaumoku St PO Box 606 Honolulu Hale 530 S. King Street, Room 306 251 West 92nd Street Apartment 4A1 1130 N. Nimitz Highway, Ste A-259 720 University Ave, Ste. 200 650 Townsend Street Suite 375 48 Lono Avenue 677 Ala Moana Blvd., Suite 226 PO Box 101810 P.O. Box 7000 12290 Voyager Parkway Post Office Box 1365 P. O. Box 2923 2011 Crystal Drive, Suite 500 2040 Bachelot Street 1330 Broadway, Suite 1602 PO Box 1285 4967 Kilauea Avenue 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. Post Office Box 2194 1130 N. Nimitz Highway, Suite C-210 72 Kapiolani Street 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 45-550 Kionaole Rd. P.O. Box 437200 Post Office Box 652 P.O. Box 6065 P.O. Box 653 P.O. Box 2259 PO Box 6908 1773-A Wili Pa Loop 3019 Pali Hwy P. O. Box 2655 P.O. Box 1017 38 Haili St. PO Box 738 67-1209 Mamalahoa Hwy 1455 Mandalay Beach Road PO Box 388 79-7460 Mamalahoa Hwy. Suite# 212 P.O. Box 827 4253 Rice Street, Suite C PO Box 339 410 Atkinson Drive, Suite 2E1, Box 3 2610 Kilihau Street 1215 S. Kihei Rd., Suite O #1047

State

Zip

Honolulu. Honolulu Honolulu

City

HI HI HI

96813 96826 96816-1578

Youth Development Religion/Spiritual Development Education - Higher Education

Purpose

$72,750.00 $5,863.11 $99,154.96

Amount

Ewa Beach Aiea Honolulu Lahaina Honolulu

HI HI HI HI HI

96706-1909 96701 96822 96767 96813

Human Services Religion/Spiritual Development Religion/Spiritual Development Religion/Spiritual Development Environment

$77,833.82 $5,895.67 $15,453.00 $6,083.00 $225,000.00

New York Honolulu Los Gatos San Francisco Kahului Honolulu Denver Colorado Springs

NY HI CA CA HI HI CO CO

10025-7323 96817 95032 94103-6221 96732 96813 80250 80921-3668

Arts - Performing Arts Human Services Community Development Public Policy & Advocacy Health Health - Disease Prevention, Health Promotion Human Services Human Services

$15,000.00 $5,000.00 $535,000.00 $5,000.00 $100,954.00 $50,000.00 $53,958.53 $5,608.00

Kaneohe Honolulu Arlingotn Honolulu Oakland Kailua Kona Honolulu Honolulu Honolulu Honolulu New York

HI HI VA HI CA HI HI HI HI HI NY

96744-1365 96802 22202 96817 94612 96745 96816 96816 96816 96801 10018

Religion/Spiritual Development Environment Environment Education Environment Public Safety, Disaster Preparedness & Relief Education Environment Arts - Performing Arts Human Services Education

$5,000.00 $21,429.00 $77,000.00 $5,000.00 $55,000.00 $10,000.00 $10,428.13 $23,209.00 $28,469.75 $99,000.00 $100,500.00

Honolulu Minneapolis Honolulu Honolulu Aiea Honolulu Hilo Honolulu Kahului Honolulu Kailua-Kona Honolulu Honolulu Kaneohe Kamuela Makawao Hilo Volcano Honolulu Hilo Wailuku Honolulu Kamuela Wailuku Hilo Keaau Kamuela Oxnard Scottdale Kealakekua Lihu'e Lihue Hanapepe Honolulu Honolulu Kihei

HI MN 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 CA GA HI HI HI HI HI HI HI

96810 55403 96813 96848 96701-8194 96817 96720 96823 96732 96817 96740 96812 96825 96744 96743-7141 96768-0652 96720 96785 96804 96720 96793 96817 96743 96793 96720 96749 96743 93035 30079 96750 96766 96766-1315 96716 96814 96819 96753

Civil Rights/Civil Liberties Education - Higher Education Human Services Community Development Environment Human Services Environment Human Services Housing Human Services Human Services Education - Higher Education Food, Agriculture, Nutrition Religion/Spiritual Development Health Environment Education Education Arts, Culture & Humanities Human Services Human Services Human Services Education Education - Library Arts - Performing Arts Animal - related Education - Library Arts - Visual Arts Education - Grades K-12 Mental Health Arts, Culture & Humanities Environment Education Youth Development Employment & Training Food, Agriculture, Nutrition

$10,000.00 $29,703.00 $26,367.08 $11,000.00 $10,000.00 $120,408.82 $15,000.00 $42,000.00 $32,500.00 $39,250.00 $85,900.00 $13,763.00 $10,000.00 $15,500.00 $40,000.00 $10,000.00 $50,000.00 $60,735.00 $47,184.97 $15,500.00 $10,000.00 $15,000.00 $81,614.36 $18,982.85 $10,000.00 $5,000.00 $27,345.00 $19,000.00 $10,000.00 $12,089.00 $5,000.00 $52,500.00 $5,800.00 $73,098.00 $30,000.00 $5,000.00

Statement #3 2 of 10


*** PUBLIC DISCLOSURE COPY ***

Hawaii Community Foundation EIN 99-0261283 Form 990 Schedule I, Part II For Grants 1/1/2017 to 12/31/2017 Payee Name

EIN

IRS Status

Guide Dogs of HI Adaptive Aids Canines & Advcy for the Blind Habitat for Humanity West Hawaii Habitat for Humanity, Maui Inc Hale Aloha O Hilo Habitat for Humanity Hale Kipa, Inc. Hale Mahaolu Hale Makua Health Services Hale 'Opio Kaua'i, Inc. Hamakua Health Center Inc. Hana Youth Center Hanahauoli School Hanalani Schools

99-0103779 99-0355149 94-3278838 99-0275466 23-7061499 99-0143109 99-0080460 99-0155279 99-0115515 99-0276738 99-0074143 23-7334963

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)

Hanalei School PTSA (PTA Hawaii Congress) Harvard College Class Endowment Fund

99-0305469 501(c)(3) 04-2103580 501(c)(3)

Hawai`i Leadership Forum Hawai‘i Public Radio Hawaii Ag and Culinary Alliance Hawaii Agricultural Foundation Hawaii Agriculture Research Center Hawaii Alliance for Arts in Education 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 Bicycling League Hawaii Branch of the International Dyslexia Association Hawaii Cattlemens Foundation Hawaii Children's Action Network Hawaii Children's Cancer Foundation Hawaii Children's Theatre Hawaii Concert Society Hawaii Conservation Alliance Foundation Hawaii Council for the Humanities Hawaii Council on Economic Education Hawaii County Economic Opportunity Council Hawaii Craftsmen Hawaii Dental Association Foundation Inc Hawaii Education Of The Arts Inc. Hawaii Family Law Clinic Hawaii Farmers Union Foundation Hawaii Foodbank Hawaii Forest Institute Hawaii Health Information Exchange Hawaii Institute of Pacific Agriculture Hawaii International Film Festival Hawaii Island Adult Care, Inc. Hawaii Japanese Center Hawaii Kai United Church of Christ Hawaii Lions Foundation Hawaii Literacy, Inc. Hawaii Meals on Wheels, Inc. Hawaii Opera Theatre Hawaii Outdoors Institute Hawaii Pacific Health Hawaii Pacific University

45-4910317 51-0191809 46-0618609 26-0639538 99-0040700 99-0211535 46-5537123 99-0073497 76-0748976 23-7067376 99-6015046 99-0250682 99-0238843 47-1478368 94-3257650 99-0299937 99-0330749 99-0150166 20-5591648 99-0153704 99-6010090 99-0113845 99-0180884 81-3947506 20-2597039 54-2155420 47-5653259 99-0220699 90-0108457 41-2201519 45-2534694 99-0280373 99-0210974 47-0863357 13-1957221 99-6010563 23-7198698 99-0198132 99-0197758 32-0401114 99-0246363 99-0113930

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)

Hawaii Performing Arts Company, Ltd. Hawaii Performing Arts Festival Hawaii Preparatory Academy Hawai'i Primary Care Association

99-0148833 86-1138670 99-0078306 99-0268275

501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3)

Hawaii Public Health Institute Hawaii Public Television Foundation dba PBS Hawaii

68-0637054 501(c)(3) 99-0334518 501(c)(3)

Address

747 Amana Street, #407 P.O. Box 4619 970 Lower Main St 700 Manono St., Suite 102 615 Piikoi St., Suite #203 200 Hina Ave. 472 Kaulana Street 2959 Umi St 45-549 Plumeria Street P.O. Box 464 1922 Makiki St. Attn: Financial Aid Office 94-294 Anania Dr. PO Box 46 Office of Recording Secretary 124 Mount Auburn St., Suite 430 700 Bishop St., Suite 1701 738 Kaheka Street 3538 Waialae Avenue, Suite 203 P. O. Box 236010 P.O. Box 100 PO Box 3948 PO Box 1534 33 South King Street, Suite 501 Post Office Box 37952 1585 Kapiolani Blvd., #1212 225 Liliuokalani Ave, #5D 3442 Waialae Avenue, #1 PO Box 893670 P. O. Box 437199 850 Richards Street #201 1814 Liliha Street P.O. Box 662295 P.O. Box 233 677 Ala Moana Blvd., Suite 320 3599 Waialae Ave., Suite 23 1136 Union Mall, Suite 310 47 Rainbow Drive 1159 Nuuanu Ave 1345 South Beretania Street 150 Hamakua St #517 677 Ala Moana Blvd., Suite 1005 P.O. Box 99 2611 Kilihau Street P. O. Box 66 900 Fort Street Mall, Ste. 1305 Post Office Box 497 680 Iwilei Road, Suite 100 34 Rainbow Drive 751 Kanoelehua Avenue 6650 Hawaii Kai Drive Suite 102 P.O. Box 834 245 N. Kukui Street Suite 202 P.O. Box 61194 848 S. Beretania St., Ste. 301 Post Office Box 498 55 Merchant Street Floor 27 Attn: Financial Aid Office 1164 Fort Street, Suite 210 E 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

State

Zip

Honolulu Kailua-Kona Wailuku Hilo Honolulu Kahului Kahului Lihue Honoka`a Hana Honolulu Mililani

City

HI HI HI HI HI HI HI HI HI HI HI HI

96814 96745 96793 96720 96814-3139 96732-1821 96732 96766 96727 96713 96822 96789

Human Services Housing Housing Housing Youth Development Human Services Human Services Youth Development Health - Community Health Centers Youth Development Education Education

Purpose

Hanalei Cambridge

HI MA

96714 02138-5762

Education Education - Higher Education

Honolulu Honolulu Honolulu Honolulu Kunia Honolulu Kapaa Honolulu Honolulu Honolulu Honolulu Honolulu Mililani Kamuela Honolulu Honolulu Lihue Hilo Honolulu Honolulu Honolulu Hilo Honolulu Honolulu Kailua Honolulu Wailuku Honolulu O'okala Honolulu Kapaau Honolulu Hilo Hilo Honolulu Honolulu Honolulu Honolulu Honolulu Honokaa Honolulu Honolulu

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 HI HI HI HI HI HI HI HI

96813 96814 96816-2742 96823-3519 96759 96812-3948 96746 96813 96837-0952 96814 96815 96816 96789-0670 96743 96813 96817 96766 96721 96813 96816 96813 96720-2098 96817 96814-1802 96734 96813 96793 96819 96774 96813 96755-0497 96817 96720 96720 96825 96808 96817 96839 96813 96727-0498 96813-4333 96813

Community Development Other Food, Agriculture, Nutrition Food, Agriculture, Nutrition Environment Arts, Culture & Humanities Sustainability Advancing Nonprofits Civil Rights/Civil Liberties Education Human Services Recreation & Sports Education Environment Public Policy & Advocacy Health - Specific Disease-related Arts, Culture & Humanities Arts - Performing Arts Environment Arts, Culture & Humanities Education Human Services Arts, Culture & Humanities Health Arts, Culture & Humanities Youth Development Health - Disease Prevention, Health Promotion Human Services Sustainability Health Food, Agriculture, Nutrition Arts - Visual Arts Human Services Community Development Religion/Spiritual Development Health Education - Literacy Food, Agriculture, Nutrition Arts - Performing Arts Education Health - Hospitals Education - Higher Education

Honolulu Kamuela Kamuela Honolulu

HI HI HI HI

96822 96743 96743 96813

Arts - Performing Arts Arts - Performing Arts Education - Grades K-12 Health

Honolulu Honolulu

HI HI

96813 96828

Environment Arts, Culture & Humanities

Amount

$195,110.10 $33,000.00 $40,500.00 $7,500.00 $43,000.00 $30,000.00 $77,000.00 $29,899.79 $107,964.00 $7,240.80 $86,550.33 $45,000.00 $25,310.00 $32,060.65 $1,945,000.00 $17,346.50 $15,000.00 $50,000.00 $23,481.00 $5,000.00 $45,000.00 $60,000.00 $73,000.00 $60,000.00 $5,000.00 $20,000.00 $15,000.00 $12,000.00 $52,500.00 $5,500.00 $9,500.00 $5,000.00 $15,000.00 $10,000.00 $15,000.00 $28,000.00 $13,458.82 $146,154.38 $5,500.00 $10,000.00 $35,000.00 $35,381.22 $10,000.00 $30,000.00 $10,400.00 $6,667.00 $110,000.00 $5,000.00 $9,000.00 $97,692.04 $94,184.97 $99,599.00 $82,015.00 $10,000.00 $10,000.00 $40,640.70 $21,883.75 $25,000.00 $38,565.01 $35,000.00 $78,380.23 $230,337.43

Statement #3 3 of 10


*** PUBLIC DISCLOSURE COPY ***

Hawaii Community Foundation EIN 99-0261283 Form 990 Schedule I, Part II For Grants 1/1/2017 to 12/31/2017 Payee Name

EIN

IRS Status

Hawaii Science and Technology Museum Hawaii Society for Technology in Education Hawaii State Bar Foundation Hawaii State Junior Golf Association Hawaii Symphony Orchestra Hawaii Wildlife Center Hawaii Youth Service Network Hawaii Youth Symphony Association Hawaiian Community Assets Inc. Hawaiian Humane Society Hawaiian Islands Land Trust Hawaiian Mission Children's Society Hawaii's Thousand Friends

81-0769543 99-0329680 45-5444938 99-0335776 45-2861988 20-1489691 99-0204777 99-0119771 99-0348767 99-0073490 99-0353223 99-0073491 99-0212257

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)

Healthy Mothers, Healthy Babies Coalition of Hawaii Helping Hands Hawaii Henry & Colene Wong Foundation Hi'ipaka, LLC Hilo Bayfront Trails Hilo Medical Center Foundation Ho Okako O Corporation Ho ola Lahui Hawaii Hokuloa United Church of Christ Holualoa Foundation for Arts and Culture Holy Nativity School Hongwanji Mission School Honolulu Academy of Arts dba Honolulu Museum of Art

99-0299264 23-7365077 99-0292290 26-1537168 46-0781719 99-0323155 76-0717301 99-0250542 99-0349152 99-0317895 91-1877098 99-0200874 99-0079713

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 Armed Services YMCA of the USA Honolulu Civil Beat Inc Honolulu Community Action Program Honolulu Theatre for Youth Honolulu Wind Ensemble Honolulu Zoological Society Hookuaaina Hope Chapel Maui HOPE Services Hawaii, Inc. Hope Street Group Hospice Hawaii Hospice Maui, Inc. Hospice of Hilo HUGS-Help, Understanding Group Support Hui Aloha Aina Momona Hui Kakoo O Laupahoehoe Hui Makaainana o Makana Hui Malama i ke Ala Ulili Hui Malama O Ke Kai Foundation Hui Na Mea Ai Hawaii Hui Noeau Hui o Koolaupoko Hula Preservation Society I Ola Lahui, Inc. IHS, The Institute for Human Services, Inc. Imua Family Services Institute for Asian Democracy Institute for Native Pacific Education and Culture Iolani School

99-0075037 81-2803662 99-0140622 99-0107563 99-0213743 23-7057714 45-2517616 99-0199311 27-3412984 45-0497577 99-0203930 99-0215149 99-0218512 99-0213594 27-3930989 45-3084056 99-0344133 37-1799081 99-0356784 81-3850852 99-6012378 26-1760086 99-0350425 20-8924382 99-0199107 99-0194402 22-3112740 99-0315193 99-0073502

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)

Island Conservation

91-1839907 501(c)(3)

Island Pacific Academy Island School Japan America Society of Hawaii Japanese American National Museum Japanese Cultural Center of Hawaii Jodo Mission of Hawaii

68-0534162 99-0171474 99-0359990 95-3966024 99-0256147 99-0074138

501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3)

Address

P.O. Box 7195 PO Box 4497 1100 Alakea Street, Ste. 1000 4330 Kukui Grove Street 3610 Waialae Ave P.O. Box 551752 677 Ala Moana Blvd., Suite 904 1110 University Ave., Ste. 200 1050 Queen St., #201 2700 Waialae Avenue PO Box 965 553 S. King St. 25 Maluniu Avenue, Suite 102 PMB 282 310 Paoakalani Avenue, Suite 202A 2100 North Nimitz Highway 2250 Kalakaua Ave Ste 404-5 59-864 Kamehameha Hwy. 505 Kilauea Avenue, Apt B 1190 Waianuenue Ave., #629 P.O. Box 11685 4491 Rice St., Unit 6 P.O. Box 384239 78-6670 Mamalahoa Hwy 5286 Kalanianaole Hwy 1728 Pali Highway dba Honolulu Museum of Art 900 South Beretania Street 1260 Pierce Street, Suite 145 3465 Waialae Avenue #200 33 South King Street, Suite 300 1149 Bethel St., Ste 700 680 Iwilei Rd., Suite 410 151 Kapahulu Avenue PO Box 342146 300 East Welakahao Rd. 296 Kilauea Avenue 13636 Ventura Boulevard #383 860 Iwilei Road 400 Mahalani St. 1011 Waianuenue Avenue 3636 Kilauea Avenue 45-081 A. Waikalua Road PO Box 274 PO Box 1225 Post Office Box 6 41-477 Hihimanu Street 11 Hawaii Loa Street 2841 Baldwin Avenue 1051 Keolu Dr. #208 P.O. Box 6274 677 Ala Moana Blvd., Suite 904 546 Ka`aahi St. 161 S. Wakea Ave. 4401A Connecticut Ave NW #258 1001 Kamokila Blvd., Suite #226 Attn: Financial Aid Office 563 Kamoku Street Hawaii Office Pacific Reefs National Wildlife Refuge P.O. Box 6 909 Haumea Street 3-1875 Kaumualii Highway 1600 Kapiolani Blvd., Suite 204 100 N Central Ave. 2454 South Beretania Street 1429 Makiki Street

State

Zip

Hilo Honolulu Honolulu Lihue Honolulu Kapa'au Honolulu Honolulu Honolulu Honolulu Wailuku Honolulu Kailua

City

HI HI HI HI HI HI HI HI HI HI HI HI HI

96720-1751 96812 96813 96766 96813 96755 96813 96826 96814 96826 96793 96813 96734

Education Education Legal Services Recreation & Sports Arts - Performing Arts Environment Youth Development Arts - Performing Arts Housing Animal - related Food, Agriculture, Nutrition Human Services Environment

Purpose

$35,000.00 $11,800.00 $10,000.00 $5,200.00 $319,622.52 $20,100.00 $20,000.00 $83,000.00 $30,500.00 $207,949.79 $42,750.00 $59,488.50 $7,045.75

Amount

Honolulu Honolulu Honolulu Haleiwa Hilo Hilo Honolulu Lihue Waikoloa Holualoa Honolulu Honolulu Honolulu

HI HI HI HI HI Hi HI HI HI HI HI HI HI

96815 96813 96815 96712 96720 96720 96828 96766 96738 96725 96825-1883 96813 96814

Health Human Services Philanthropy, Volunteerism & Grantmaking Environment Environment Education Education Health Religion/Spiritual Development Arts, Culture & Humanities Education - Grades K-12 Education Arts - Museum

$10,000.00 $35,000.00 $10,000.00 $5,000.00 $5,000.00 $25,000.00 $5,000.00 $50,000.00 $5,000.00 $65,358.00 $6,762.00 $45,000.00 $459,973.03

Pearl Harbor Honolulu Honolulu Honolulu Honolulu Honolulu Kailua Kihei Hilo Sherman Oaks Honolulu Wailuku Hilo Honolulu Kaneohe Laupahoehoe Hanalei Paauilo Waimanalo Honolulu Makawao Kailua Kaneohe Honolulu Honolulu Kahului Washington Kapolei Honolulu

HI HI HI HI HI HI HI HI HI CA HI HI HI HI HI HI HI HI HI HI HI HI HI HI HI HI DC HI HI

96860 96816 96813 96813 96819 96815 96734 96753 96720 91423 96817 96793 96720 96816-2318 96744 96780 96714 96776-0006 96795 96821 96768 96734 96744 96813 96817 96732 20008 96707 96826

Human Services Education Human Services Arts - Performing Arts Arts - Performing Arts Animal - related Youth Development Religion/Spiritual Development Housing Education Human Services Health Health Human Services Hawaiian Culture, Language, and/or History Education Hawaiian Culture, Language, and/or History Environment Environment Food, Agriculture, Nutrition Arts - Visual Arts Environment Hawaiian Culture, Language, and/or History Mental Health Housing Human Services Civil Rights/Civil Liberties Human Services Education

$51,000.00 $933,000.00 $30,000.00 $271,999.00 $18,000.00 $31,496.00 $43,500.00 $10,000.00 $164,160.00 $116,250.00 $345,277.18 $47,500.00 $66,400.00 $25,705.00 $5,000.00 $10,000.00 $50,500.00 $30,100.00 $5,000.00 $12,500.00 $75,000.00 $16,000.00 $5,097.00 $90,000.00 $191,830.66 $73,750.00 $20,000.00 $52,750.00 $17,000.00

Kaawa

HI

96730

Kapolei Lihue Honolulu Los Angeles Honolulu Honolulu

HI HI HI CA HI HI

96707 96766-9597 96814 90012 96826 96814

Environment

$20,000.00

Education Education Community Development Education Arts, Culture & Humanities Religion/Spiritual Development

$40,000.00 $58,298.14 $5,000.00 $10,000.00 $18,769.60 $5,000.00

Statement #3 4 of 10


*** PUBLIC DISCLOSURE COPY ***

Hawaii Community Foundation EIN 99-0261283 Form 990 Schedule I, Part II For Grants 1/1/2017 to 12/31/2017 Payee Name

EIN

IRS Status

Joyful Heart Foundation Junior Achievement of Hawaii, Inc. Ka Hale O Na Keiki Inc. Ka Lima O Maui Kaala Farm, Inc. Kahilu Theatre Foundation Kahua Paa Mua Inc. Kailapa Community Association Kailua Village Business Improvement District, Inc. Kakoo Oiwi

72-1519537 99-0088861 99-0350538 99-0105491 99-0242181 99-0200138 45-3682506 20-2448236 30-0465878 57-1236490

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)

Kalanihale Kalikolehua-El Sistema Kamalani Academy Foundation

46-0840554 501(c)(3) 27-3756552 501(c)(3) 81-4066353 501(c)(3)

KAMP Hawaii, Inc. Kamuela Philharmonic Orchestra Society Kanehunamoku Voyaging Academy Kanu o ka Aina Learning Ohana Kanuikapono New Century Public Charter School Kapiolani Health Foundation Kapiolani Medical Center for Women & Children Kauai Christian Academy Kauai Community Cat Project Kauai Economic Development Board Kauai Food Bank Inc. Kauai Habitat for Humanity Kauai Hospice, Inc. Kauai Humane Society Kauai Lifeguard Association Kauai Museum Association, Ltd. Kaua'i Planning and Action Alliance Kauai Robotics Alliance Kauai Underground Artists Inc. Kaupo Community Association Ke Kula 'o Nawahiokalani opu'u Kealakehe High School Grad Keaukaha One Youth Development Kekaha Elementary PTA Kids 4 CPR, Inc. Kilauea School PTSA Kipahulu Community Association Kipahulu Ohana, Inc. Kokua Kalihi Valley Comprehensive Family Services Kokua Mau, Inc. Koloa Elementary School PTA Kona Adult Day Center, Inc. Kona Association for Retarded Citizens Kona Historical Society Kona Hospital Foundation Kona Pacific Public Charter School Konko Mission of Waipahu Koolauloa Community Health and Wellness Center, Inc. Korean Christian Church Kua'aina Ulu 'Auamo

20-3412425 20-3984683 46-5563571 99-0352665 99-0347359 99-0246364 99-0177350 99-0317249 26-4305704 99-0231581 99-0317431 99-0302595 99-0221830 99-0089250 59-3836162 99-0105151 20-1579949 45-2718786 20-5811586 81-2483755 05-0584297 99-0349903 20-5386779 81-1613145 80-0652459 99-0293250 94-3227438 99-0522409 99-0149797 99-0339201 23-7209338 99-0273644 99-0108896 99-0167275 99-0233964 26-2855926 23-7093439 73-1681833 99-0091141 45-4509939

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) 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) 501(c)(3) Public Agencies 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3)

Kuakini Foundation Kualapu'u Public Conversion Charter School Kualoa-Heeia Ecumenical Youth Project Kuikahi Mediation Center, Inc. Kula Kaiapuni 'o Anuenue School Kula No Na Po'e Hawai'i Kumano I Ke Ala O Makaweli Kumu Kahua Theatre Kumu's Cupboard Kupu La Pietra - Hawaii School for Girls

99-0225067 27- 2796554 99-0118209 20-3997875 99-0266482 99-0305781 47-3180959 99-0203747 81-2096170 51-0652665 99-0110027

501(c)(3) Public Agencies 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)

Address

32 West 22nd Street, 4th Floor 1888 Kalakaua Avenue Suite C-312 45-3668 Honokaa Waipio Rd. 95 Mahalani Street P.O. Box 630 P.O. Box 549 PO Box 896 61-4016 Kai Opae Place 75-5751 Kuakini Hwy., #202 46-005 Kawa St. Suite 104 89-1196 Mamalahoa Hwy 1735 Dole Street 98-084 Kamehameha Highway Suite 301A P. O. Box 13041 PO Box 2597 47-705 Kamehameha Hwy Unit A P.O. Box 6511 P. O. Box 12 55 Merchant St., 26th Flr. 1319 Punahou Street PO Box 1121 P.O. Box 743 4290 Rice St. 3285 A Waapa Road P.O. Box 28 4457 Pahee Street P.O. Box 3330 160 Lani Alii Place 4428 Rice St. 2959 Umi Street, Suite 201 2970 Kele Street, Suite 205 P.O. Box 944 Post Office Box 787 16-120 Opukahaia St., Suite 2 PO Box 1934 67 Keokea Loop Post Office Box 108 3375 Koapaka ST., #H406 2440 Kolo Road SR 168 P.O. Box 454 2239 North School St. P.O. Box 62155 3223 Poipu Rd. P.O. Box 1360 PO Box 127 81-6551 Mamalahoa Hwy 79-1019 Haukapila Street PO Box 115 94-106 Mokukaua St. P.O. Box 395 1832 Liliha Street c/o KEY Project 47-200 Waihee Rd. 347 North Kuakini Street P. O. Box 260 47-200 Waihee Rd. 101 Aupuni St., Ste. 1014 B2 2528 10th Ave. P.O. Box 23268 P.O. Box 633 46 Merchant St. Post Office Box 3650 677 Ala Moana Blvd, Suite 1200 2933 Poni Moi Road

State

Zip

New York Honolulu Honokaa Wailuku Wai'anae Kamuela Kapaau Kamuela Kailua-Kona Kaneohe

City

NY HI HI HI HI HI HI HI HI HI

10010 96815 96727 96793 96792 96743 96755 96743 96740 96744

Human Services Youth Development Education - Early Childhood Employment & Training Food, Agriculture, Nutrition Arts, Culture & Humanities Education Community Development Community Development Environment

Purpose

Amount

$5,000.00 $5,850.00 $10,000.00 $7,000.00 $27,500.00 $67,000.00 $15,000.00 $22,700.00 $15,000.00 $5,000.00

Captain Cook Honolulu Aiea

HI HI HI

96704 96822 96701

Education Arts, Culture & Humanities Youth Development

$18,000.00 $15,000.00 $6,000.00

Aiea Kamuela Kaneohe Kamuela Anahola Honolulu Honolulu Kilauea Kilauea Lihue Lihue Eleele Lihue Lihue Kapaa Lihue Lihue Lihue Lawai Kula Kea'au Kailua-Kona Hilo Waimea Honolulu Kilauea Hana Hana Honolulu Honolulu Koloa Kealakekua Kealakekua Kealakekua Kealakekua Kealakekua Waipahu Kahuku Honolulu Kaneohe

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 HI HI HI HI HI HI

96701 96743 96744 96743 96703 96813 96826 96754-9999 96754 96766 96766 96705 96766 96766 96746 96766 96766 96766 96765 96790-0787 96749 96745 96720 96796-0108 96819 96754 96713 96713 96819 96839 96756 96750 96750 96750 96750 96750 96797 96731 96817 96744

Youth Development Arts - Performing Arts Hawaiian Culture, Language, and/or History Education Education Health - Hospitals Health - Hospitals Education Animal - related Arts, Culture & Humanities Food, Agriculture, Nutrition Housing Health Animal - related Public Safety, Disaster Preparedness & Relief Arts - Museum Community Development Education Arts - Visual Arts Community Development Education Education Education Education Public Safety, Disaster Preparedness & Relief Education Education Community Development Health - Community Health Centers Human Services Education Human Services Human Services Hawaiian Culture, Language, and/or History Health - Hospitals Education Religion/Spiritual Development Health Human Services Environment

Honolulu Kualapuu Kaneohe Hilo Honolulu Honolulu Waimea Honolulu Lihue Honolulu Honolulu

HI HI HI HI HI HI HI HI HI HI HI

96817 96757 96744 96720 96816 96823 96796 96813 96766-6650 96813 96815

Health - Hospitals Education Youth Development Civil Rights/Civil Liberties Religion/Spiritual Development Community Development Environment Arts - Performing Arts Food, Agriculture, Nutrition Education Education - Grades K-12

$6,100.00 $7,000.00 $30,000.00 $52,500.00 $6,000.00 $287,866.60 $175,562.95 $45,400.00 $12,000.00 $10,000.00 $54,400.00 $42,500.00 $42,000.00 $24,000.00 $6,000.00 $15,000.00 $21,962.00 $16,500.00 $10,000.00 $5,200.00 $25,000.00 $5,000.00 $25,000.00 $5,000.00 $10,000.00 $8,100.00 $12,578.66 $17,319.46 $244,848.96 $183,650.00 $26,053.00 $58,000.00 $16,000.00 $90,250.00 $44,207.65 $20,000.00 $10,610.00 $120,000.00 $10,302.00 $109,500.00 $28,423.40 $49,719.56 $5,500.00 $36,200.00 $40,000.00 $32,006.00 $49,000.00 $47,679.00 $5,000.00 $97,500.00 $14,293.58

Statement #3 5 of 10


*** PUBLIC DISCLOSURE COPY ***

Hawaii Community Foundation EIN 99-0261283 Form 990 Schedule I, Part II For Grants 1/1/2017 to 12/31/2017 Payee Name

EIN

IRS Status

La'a Kea Foundation Lahaina Arts Association Lahainaluna High School Foundation Lanai Academy of Performing Arts Lana'i Arts & Culture Center Lanai Community Health Center

99-0348754 26-2837470 99-0348748 81-4024345 99-0289835 20-2509287

501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3)

Lanai Culture & Heritage Center Lanai Youth Center Lanakila Pacific Laupahoehoe Community Public Charter School Le Jardin Academy League of Women Voters of Honolulu Education Fund, Inc. Legal Aid Society of Hawaii Life Foundation Life of the Land Lihue Hongwanji Mission Loma Linda University

76-0847875 99-0346091 99-0103922 90-0851460 99-0146978 97-0355692 99-0076020 99-0230542 99-0146020 99-0143998 33-0399504

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)

Lotus Arts Foundation Love a Cat Charity Lutheran Church of Honolulu Lyon Arboretum Association Ma Ka Hana Ka Ike Building Program Makauila, Inc. Make A Wish Hawaii, Inc. Making Dreams Come True, Valley of Rainbows Inc. Malaai - The Culinary Garden of Waimea Middle School Malama Kauai Malama Learning Center Malama Maunalua Malama Na Makua A Keiki Malama Pono Health Services

84-1484367 99-0343475 99-0079975 23-7429693 02-0556883 27-2294683 99-0220777 99-0349613 51-0646670 20-5137488 20-0442056 36-4671116 99-0293044 99-0260914

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)

Malama Pupukea-Waimea Malie Foundation Manoa Heritage Center March of Dimes Birth Defects Foundation, Pacific Chapter Marine Mammal Center

27-0855937 20-5148091 99-0329524 13-1846366 51-0144434

501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3)

Maryknoll Schools Maui Academy of Performing Arts Maui Arts & Cultural Center Maui Dance Council Maui Day Care Center for Senior Citizens and Disabled, Inc. Maui Economic Development Board Inc. Maui Economic Opportunity, Inc. Maui Family Support Services, Inc. Maui Food Bank, Inc. Maui Humane Society Maui Memorial Medical Center Foundation Maui Nui Botanical Gardens, Inc. Maui Pops Orchestra Inc. Maui Preparatory Academy

99-0110569 99-0187576 99-0222998 99-0279116 99-0216306 99-0226377 99-6009889 99-0208152 99-0315110 99-6000953 99-0330698 99-0320418 83-0398324 99-0354508

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)

Maui United Way Mediation Services of Maui Inc. Mental Health America of Hawaii Mid-Pacific Institute

99-0086524 99-0214742 99-0076458 99-0073514

501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3)

Missouri Valley College Moanalua Elementary School PTO Mohala Pua School Moiliili Hongwanji Mission Molokai Land Trust Montessori Community School Montessori School of Maui

44-0545286 27-0593146 99-0106494 99-0143990 20-4915071 99-0150503 99-0223419

501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3)

Address

PO Box 790994 648 Wharf Street #103 P.O. Box 11617 P.O. Box 631124 P.O. Box 630701 P. O. Box 630142 624-A Houston St. PO Box 631500 P.O Box 630961 1809 Bachelot St. P. O. Box 189 917 Kalanianaole Highway 49 S. Hotel Street, Suite 314 924 Bethel Street 677 Ala Moana Blvd. Suite 226 76 North King Street, #203 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 1839 Keeaumoku St. 223 South King Street PO Box 1009 P.O. Box 543 P.O. Box 1414 P.O. Box 75467 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. 81 N. Church St. One Cameron Wy P.O. Box 791525 11 Mahaolu Street, Suite B 1305 N. Holopono Street, Suite 1 99 Mahalani Street 1844 Wili Pa Loop 760 Kolu Street P.O. Box 1047 285 Mahalani St. #25 P.O. Box 6040 P.O. Box 532357 PMB #186 5095 Napilihau Street, #109B 270 Hookahi St, Suite 301 95 Mahalani Street, Suite 25 1124 Fort Street Mall, Room 205 Attn: Financial Aid Office 2445 Kaala Street 500 E. College 1337 Mahiole Street 5257 Kalanianaole Highway 902 University Ave. P,O. Box 1884 1239 Nehoa Street 2933 Baldwin Ave.

State

Zip

Paia Lahaina Lahaina Lanai City Lana'i City Lanai City

City

HI HI HI HI HI HI

96779 96761 96761 96763 96763 96763

Human Services Arts - Performing Arts Education - Higher Education Arts, Culture & Humanities Arts, Culture & Humanities Health

$20,500.00 $17,000.00 $66,447.00 $15,000.00 $20,000.00 $150,000.00

Lana'i City Lanai City Honolulu Laupahoehoe Kailua Honolulu Honolulu Honolulu Honolulu Lihue Loma Linda

HI HI HI HI HI HI HI HI HI HI CA

96763 96763 96817 96764 96734 96813 96813 96813 96817 96766 92350

Environment Youth Development Food, Agriculture, Nutrition Education Education Civil Rights/Civil Liberties Crime Prevention & Intervention Health - Specific Disease-related Environment Religion/Spiritual Development Education - Higher Education

$50,000.00 $16,000.00 $58,184.97 $49,000.00 $90,000.00 $12,045.75 $108,281.00 $104,400.00 $7,045.75 $5,000.00 $5,698.50

Kilauea Honolulu Honolulu Honolulu Hana Honolulu Honolulu Waianae Kamuela Kilauea Kapolei Honolulu Paia Lihue

HI HI HI HI HI HI HI HI HI HI HI HI HI HI

96754 96828 96822 96822 96713 96822 96813 96792 96743 96754 96707 96825 96779 96766

Arts, Culture & Humanities Animal - related Religion/Spiritual Development Environment Youth Development Arts - Visual Arts Community Development Youth Development Education Food, Agriculture, Nutrition Environment Environment Human Services Health

$6,000.00 $6,000.00 $6,946.21 $5,000.00 $113,819.46 $13,000.00 $15,250.00 $12,500.00 $90,000.00 $16,500.00 $85,000.00 $65,000.00 $48,650.00 $200,000.00

Haleiwa Kapaa Honolulu Honolulu Sausalito

HI HI HI HI CA

96712 96746 96822 96814-2509 94965

Environment Arts - Performing Arts Arts, Culture & Humanities Health - Specific Disease-related Animal - related

Honolulu Wailuku Kahului Paia Kahului Kihei Wailuku Wailuku Wailuku Puunene Wailuku Kahului Kihei Lahaina

HI HI HI HI HI HI HI HI HI HI HI HI HI HI

96822 96793 96732-1137 96779 96732 96753 96793 96793 96793 96784 96793 96733 96753 96761

Education - Grades K-12 Arts - Performing Arts Arts, Culture & Humanities Arts, Culture & Humanities Human Services Education Human Services Human Services Food, Agriculture, Nutrition Animal - related Health Environment Arts - Performing Arts Education

Wailuku Wailuku Honolulu Honolulu

HI HI HI HI

96768 96793 96813 96822

MO HI HI HI HI HI HI

65340 96819 96821 96826 96748-1884 96822 96768

Marshall Honolulu Honolulu Honolulu Kaunakakai Honolulu Makawao

Purpose

Amount

$51,000.00 $15,500.00 $70,300.00 $8,637.14 $43,100.00 $49,920.00 $60,837.00 $85,000.00 $52,063.00 $115,240.80 $35,500.00 $20,200.00 $77,650.00 $32,000.00 $34,500.00 $10,000.00 $12,750.00 $22,500.00 $48,850.00

Philanthropy, Volunteerism & Grantmaking Civil Rights/Civil Liberties Health - Specific Disease-related Education

$5,000.00 $12,500.00 $51,577.97 $22,352.50

Education - Higher Education Education Education Human Services Education Education Education

$6,190.50 $5,000.00 $41,000.00 $75,050.00 $50,000.00 $45,000.00 $10,000.00

Statement #3 6 of 10


*** PUBLIC DISCLOSURE COPY ***

Hawaii Community Foundation EIN 99-0261283 Form 990 Schedule I, Part II For Grants 1/1/2017 to 12/31/2017 Payee Name

EIN

IRS Status

Address

Na Hoaloha Maui Interfaith Volunteer Caregivers Na Keiki o Emalia Na Mamo O Muolea Nalukai Foundation

99-0326282 47-3859477 20-5764862 46-1377090

501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3)

National Alliance on Mental Illness Hawaii National Center For State Courts National Foundation For Cancer National Institute of Mental Health

99-0272540 52-0914250 04-2531031 52-0858115

501(c)(3) 501(c)(3) 501(c)(3) Public Agencies

National Kidney Foundation of Hawaii, Inc. National Tropical Botanical Garden Native Hawaiian Legal Corporation Nat'l Spiritual Assembly of the Bahais of the Hawn Islands Neighborhood Place of Puna North Hawaii Community Hospital, Inc. North Hawaii Hospice, Inc. North Kohala Community Resource Center North Shore EVP Northern Door Child Care Project Inc Oahu Economic Development Board Oahu Resource Conservation & Development Council Oceanit Research Foundation Office of Climate Change, Sustainability, and Resiliency Ohana Komputer Ohana Makamae, Inc. Ohana Pacific Foundation Our Lady of Guadalupe Anglican Church Outrigger Duke Kahanamoku Foundation Pacific American Foundation Pacific Cancer Foundation Pacific Financial Aid Association Pacific Health Research and Education Institute Pacific Intl. Ctr. for High Technology Research Pacific Writers Connection Paepae o He'eia Paia Youth Council, Inc. Palama Settlement Palolo Chinese Home Papa Ku Mana Papahana Kuaola Papakolea Community Development Corporation Parents and Children Together Park Pride Parker School Partners in Development Foundation PATH Peoples Advocacy for Trails Hawaii PHOCUSED

99-0266733 52-6057064 99-0161861 99-6009203 20-3806637 99-0260423 99-0242050 02-0553251 47-4343431 39-1546566 99-0229787 94-3279682 99-0319776 99-6001257 99-0351760 99-0342126 13-4335629 35-2481724 99-0217299 54-1696134 51-0548338 20-0429061 99-0312283 99-0242476 20-2109004 71-0903791 99-0309263 99-0074140 99-0073521 47-2189065 20-2565007 91-2074211 99-0119678 58-1883895 99-0329799 94-3271325 99-0248675 26-3024861

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) 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)

Pilchuck Glass School Planned Parenthood of the Great Northwest Pohai Nani Foundation Poi Dogs & Popoki Polynesian Voyaging Society Positive Action for Haiti Project Vision Hawaii PTSD Health and Research Center Punahou School

91-0963132 91-0686012 99-0089787 27-1370208 23-7302232 46-2592691 27-2831637 27-5319387 99-0073523

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)

Purple Mai'a Foundation

46-4326249 501(c)(3)

P.O. Box 3208 P.O. Box 1137 Post Office Box 824 65-1158 Mamalahoa Hwy Ste8A PMB103 770 Kapiolani Blvd., Suite 613 P.O. Box 8798 4600 East West Hwy., Suite 3525 Room 17C-17, Parklawn Building 5600 Fishers Lane 1314 S. King St., # 305 3530 Papalina Rd. 1164 Bishop St., Suite 1205 3264 Allan Place P.O Box 2020 67-1125 Mamalahoa Highway 65-1328 Kawaihae Rd. P. O. Box 519 67-332 Kaiea Place 10520 Judith Blazer Drive 735 Bishop St., Ste. 424 P O Box 209 825 Fort Street Mall, Suite 600 530 South King Street, Room 306 1516 Avon Way P.O. Box 914 45-181 Waikalua Road 1300 East Shaw Avenue Suite 174 P.O. Box 2498 45-285 Kaneohe Bay Dr., #102 227 Mahalani Street, Suite 99 PO Box 235002 3375 Koapaka Street, Suite I-540 1440 Kapiolani Blvd., Ste 1225 P.O. Box 11374 P.O.Box 6355 P. O. Box 790999 810 N. Vineyard Blvd. 2459 10th Avenue 2101 Makiki Heights Drive P.O. Box 6484 2150 Tantalus Dr. 1485 Linapuni St., Ste. 105 233 Peachtree Street, Suite 1600 65-1224 Lindsey Road 2040 Bachelot Street P.O. Box 62 Ulu Center 1822 Keeaumoku St. 240 2nd Avenue South Suite 100 1350 S. King Street, Ste. 309 45-090 Namoku Street PO Box 75345 10 Sand Island Parkway 4121 Nuuanu Pali Drive Apartment C P.O. Box 23212 Post Office Box 437394 Attn: Financial Aid Office 1601 Punahou Street 98-1277 Kaahumanu St. Suite 106-547

Read To Me International Foundation Recycle Hawaii Regents of the University of California, Santa Cruz City Rehabilitation Hospital of the Pacific Foundation Research Corporation of the University of Hawaii Re-use Hawaii

99-0327529 99-0293381 94-1539563 99-0241634 99-0115254 20-5840697

126 Queen St., Suite 303 P.O. Box 4847 1156 High Street 226 North Kuakini Street 2800 Woodlawn Dr. 200 Keawe Street

501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) Public Agencies 501(c)(3)

City

State

Zip

HI HI HI HI

96793 96793 96713-0824 96743

Human Services Human Services Environment Youth Development

$83,500.00 $6,000.00 $5,000.00 $20,000.00

Honolulu Williasmburg Bethesda Rockville

HI VI MD MD

96813 23187-8798 20814 20857

Mental Health Civil Rights/Civil Liberties Medical Research Mental Health

$23,239.73 $5,299.00 $7,250.00 $7,250.00

Honolulu Kalaheo Honolulu Honolulu Pahoa Kamuela Kamuela Hawi Waialua Sister Bay Honolulu Kunia Honolulu Honolulu Honolulu Hana Kaneohe Fresno Honolulu Kaneohe Wailuku Honolulu Honolulu Honolulu Honolulu Kaneohe Paia Honolulu Honolulu Honolulu Kaneohe Honolulu Honolulu Atlanta Kamuela Honolulu Kailua-Kona Honolulu

HI HI HI HI HI HI HI HI HI WI HI HI HI HI HI HI HI CA HI HI HI HI HI HI HI HI HI HI HI HI HI HI HI GA HI HI HI HI

96814 96741 96813 96817 96778 96743 96743 96719 96791 54234 96813 96759 96813 96813-3019 96822 96713 96744 93710-7911 96804 96744 96793 96823 96819 96814 96824 96744 96779 96817 96816 96822 96744 96813 96819 30303 96743 96817 96745 96822

Health - Specific Disease-related Environment Legal Services Religion/Spiritual Development Human Services Health - Hospitals Human Services Youth Development Environment Human Services Environment Environment Science & Technology Environment Education Human Services Human Services Religion/Spiritual Development Recreation & Sports Environment Health - Specific Disease-related Education Medical Research Public Policy & Advocacy Education - Literacy Environment Youth Development Education Human Services Sustainability Environment Environment Human Services Youth Development Education - Grades K-12 Human Services Community Development Civil Rights/Civil Liberties

Seattle Honolulu Kaneohe Kapolei Honolulu Honolulu Honolulu Kamuela Honolulu

WA HI HI HI HI HI HI HI HI

98104 96814 96744 96707 96819 96817-1056 96823 96743-3094 96822

Arts, Culture & Humanities Education Human Services Animal - related Community Development Youth Development Health Health Education - Grades K-12

$5,000.00 $86,275.00 $9,757.60 $7,000.00 $10,300.00 $20,000.00 $80,000.00 $17,000.00 $89,495.00

Aiea

HI

96701

Environment

$35,000.00

Honolulu Hilo Santa Cruz Honolulu Honolulu Honolulu

HI HI CA HI HI HI

96813 96720-0847 95064 96817 96822 96813

Wailuku Wailuku Hana Kamuela

Purpose

Education Sustainability Education Health Community Development Environment

Amount

$12,684.97 $65,415.80 $71,429.00 $18,373.00 $52,700.00 $84,214.56 $34,598.07 $60,281.00 $25,000.00 $5,000.00 $85,925.00 $27,500.00 $36,000.00 $30,000.00 $10,000.00 $29,740.80 $75,000.00 $5,000.00 $8,430.11 $80,000.00 $20,500.00 $7,000.00 $50,000.00 $104,322.00 $10,000.00 $5,000.00 $59,250.00 $65,384.96 $128,064.63 $8,000.00 $15,000.00 $20,000.00 $96,658.81 $10,000.00 $52,900.00 $125,500.00 $5,200.00 $15,000.00

$18,400.00 $30,000.00 $120,000.00 $56,248.00 $294,975.00 $34,000.00

Statement #3 7 of 10


*** PUBLIC DISCLOSURE COPY ***

Hawaii Community Foundation EIN 99-0261283 Form 990 Schedule I, Part II For Grants 1/1/2017 to 12/31/2017 Payee Name

EIN

IRS Status

River of Life Mission Roman Catholic Church in the State of Hawaii Ronald McDonald House Charities of Hawaii Roots of Empathy USA Rotary Club of Honolulu Foundation Sacred Hearts Academy Saint George's School Save the Redwoods League Seabury Hall Seagull Schools, Inc. Self-Help Housing Corporation of Hawaii Sereolipi Nomadic Education Foundation, Inc. Sesame Workshop Shaka Movement Shriners Hospital for Children Sierra Club Foundation Smith College Society for Kona's Education & Art Society For the Propagation of the Faith

99-0253651 99-0222900 99-0222124 98-1017743 99-0179742 99-0093012 05-0259009 94-0843915 99-0110784 99-0155163 99-0222078 41-2189604 13-2655731 46-4888079 36-2193608 94-6069890 04-1843040 99-0211785 53-0196617

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)

Sounds of Success Preschool & Learning Center Southern Law Poverty Center, Inc. Special Education Center of Hawaii Special Olympics Hawaii, Inc. Spike and Serve Club St. Andrew's Priory School St. Anthony Junior Senior High School St. Anthony of Padua Church St. Elizabeth's Episcopal Church St. Francis Healthcare Foundation of Hawaii St. John Vianney Parish School St. Joseph Church St. Mary's Catholic Church St. Mary's Central School Star of the Sea School State of HI-Department of Agriculture

45-2321551 63-0598743 99-0141008 23-7173957 46-1014354 99-0073525 53-0196617 53-0196617 99-0092456 99-0240060 99-0109424 53-0196617 34-0718405 31-6085325 99-0078514 99-6001257

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

State of HI-Department of Land and Natural Resources State of HI-Dept of Health, Hawaii State Hospital State of HI-Division of Forestry and Wildlife State of HI-DOE, Aina Haina Elementary School State of HI-DOE, Chiefess Kamakahelei Middle School State of HI-DOE, Chiefess Kapiolani Elementary School State of HI-DOE, Eleele Elementary School State of HI-DOE, Ewa Makai Middle School State of HI-DOE, Honokaa Complex, Kamuela Hawaii State of HI-DOE, Ilima Intermediate School State of HI-DOE, Kaelepulu Elementary School State of HI-DOE, Kamiloiki Elementary School State of HI-DOE, Keaau Elementary School State of HI-DOE, Keaau High School State of HI-DOE, Kealakehe High School State of HI-DOE, Koloa Elementary School State of HI-DOE, Konawaena High School State of HI-DOE, Lanai High and Elementary School State of HI-DOE, Niu Valley Middle School State of HI-DOE, Waiakea High School State of HI-DOE, Waiakea Intermediate School State of HI-DOE, Waikiki Elementary School State of HI-DOE, Waimea Elementary School State of HI-DOE, Wilcox Elementary School State of HI-DOE, Henry J. Kaiser High School, State of HI-Library for the Blind & Physically Handicapped Storybook Theatre of Hawaii Straub Foundation Success Factory Sui Wah School

99-6001257 99-6000449 99-0266119 99-6001081 99-6001081 99-6001081 99-6001081 99-6001081 99-6001081 99-6001081 99-6001081 99-6001081 99-6001081 99-6001081 99-6001081 99-6001081 99-6001081 99-6001081 99-6001081 99-6001081 99-6001081 99-6001081 99-6001081 99-6001081 99-6001081 99-6003670 99-0234062 99-0109350 46-5662636 99-0248274

Public Agencies Public Agencies Public Agencies Public Agencies Public Agencies Public Agencies Public Agencies Public Agencies Public Agencies Public Agencies Public Agencies Public Agencies Public Agencies Public Agencies Public Agencies Public Agencies Public Agencies 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)

Address

P.O. Box 37939 1184 Bishop St. PO Box 61777 5916 Sw Stevens St. 2255 Kuhio Ave., Suite 71B 3253 Waialae Avenue P.O. Box 1910 114 Sansome Street, Room 1200 480 Olinda Road 1300 Kailua Rd 1427 Dillingham Blvd., Ste. 305 104 Wooster St., Apt. PHN One Lincoln Plaza PO Box 790538 1310 Punahou Street 85 Second St., Ste. 750 33 Elm Street P.O. Box 256 National Office 366 Fifth Ave. 98-029 Hekaha St., Unit 44 400 Washington Ave 708 Palekaua St. P.O. Box 3295 1669 St. Louis Dr. 224 Queen Emma Square 1618 Lower Main Street 1627-B Mill Street 720 N King St. P.O. Box 30100 940 Keolu Dr. 43 Kapiolani Street 20 North Fourth Street 20 North Fourth Street 4469 Malia Street Office of the Chairperson 1428 S. King Street PO Box 621 45-710 Keaahala Road 1151 Punchbowl St., Room 325 801 W. Hind Drive 4431 Nuhou Street 966 Kilauea Avenue PO Box 38 91-6291 Kapolei Parkway 65-1156 Spencer Rd. 91-884 Ft. Weaver Ro. 530 Keolu Drive 7788 Hawaii Kai Drive 16-680 Keaau-Pahoa Rd. 16-725 Keaau Pahoa Road 74-5000 Puohulihuli 3223 Poipu Road 81-1043 Konawaena School Road P.O. Box 630630 310 Halemaumau St. 155 W. Kawili St. 200 W. Puainako St. 3710 Leahi Ave. 67-1225 Mamalahoa Highway 4319 Hardy Street 511 Lunalilo Home Road 402 Kapahulu Ave. P.O. Box 820 55 Merchant St., Suite 2600 106 Makalea Place 2909 Woodlawn Drive

State

Zip

Honolulu Honolulu Honolulu Seattle Honolulu Honolulu Newport San Francisco Makawao Kailua Honolulu New York New York Makawao Honolulu San Francisco Northampton Honaunau New York

City

HI HI HI WA HI HI RI CA HI HI HI NY NY HI HI CA MA HI NY

96837 96813-2858 96839 98116 96815 96816 02840-0190 94104 96768 96734 96817 10012 10023 96768 96826 94105 01063-3702 96726 10001

Human Services Religion/Spiritual Development Human Services Education - Early Childhood Community Development Education - Grades K-12 Education Environment Education Human Services Housing Education Education - Early Childhood Environment Health - Hospitals Environment Education - Higher Education Education Religion/Spiritual Development

Purpose

$13,184.96 $13,275.76 $28,750.00 $275,000.00 $9,263.12 $10,000.00 $7,124.59 $7,553.59 $24,000.00 $75,000.00 $20,000.00 $10,000.00 $15,000.00 $10,000.00 $150,139.33 $13,274.75 $2,000,000.00 $6,682.00 $5,665.20

Amount

Aiea Montgomery Honolulu Honolulu Honolulu Honolulu Wailuku Wailuku Honolulu Honolulu Kailua Hilo Martins Ferry Martins Ferry Honolulu Honolulu

HI AL HI HI HI HI HI HI HI HI HI HI OH OH HI HI

96701 36104 96816-4755 96801 96816 96813 96793 96793 96817 96820 96734 96720 43935 43935 96821-1138 96814

Health Civil Rights/Civil Liberties Human Services Recreation & Sports Recreation & Sports Education - Grades K-12 Education Education Religion/Spiritual Development Health - Hospitals Education - Grades K-12 Human Services Religion/Spiritual Development Education - Grades K-12 Arts - Performing Arts Environment

$16,666.67 $5,900.00 $33,000.00 $54,250.00 $18,500.00 $41,325.25 $75,221.21 $10,000.00 $20,000.00 $391,004.88 $8,733.39 $10,000.00 $9,553.04 $9,553.04 $5,000.00 $50,000.00

Honolulu Kaneohe Honolulu Honolulu Lihue Hilo Eleele Ewa Beach Kamuela Ewa Beach Kailua Honolulu Keaau Keaau Kailua-Kona Koloa Kealakekua Lana'i City Honolulu Hilo Hilo Honolulu Kamuela Lihue Honolulu Honolulu Hanapepe Honolulu Hilo Honolulu

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

96809 96744-3528 96813 96821 96766 96720-4284 96705 96706 96743 96706 96734-3938 96825 96749 96749 96740 96756 96750 96763 96821 96720 96720 96815 96743 96766 96825 96815 96716 96813 96720-8147 96822-1561

Environment Health - Specific Disease-related Environment Education Education Education Education Education Education Education - Grades K-12 Education Education Education Education Education Education - Grades K-12 Education Education Education Education Education Education Education Education Education Education - Library Arts - Performing Arts Health - Hospitals Education Education

$49,000.00 $11,896.50 $40,000.00 $20,500.00 $6,000.00 $20,000.00 $18,028.25 $87,187.36 $53,220.00 $15,000.00 $22,215.00 $20,500.00 $11,230.00 $13,544.00 $51,000.00 $7,500.00 $7,000.00 $5,500.00 $20,000.00 $15,000.00 $9,000.00 $49,066.00 $32,735.00 $7,000.00 $56,000.00 $22,308.01 $10,375.00 $23,162.83 $16,260.00 $10,000.00

Statement #3 8 of 10


*** PUBLIC DISCLOSURE COPY ***

Hawaii Community Foundation EIN 99-0261283 Form 990 Schedule I, Part II For Grants 1/1/2017 to 12/31/2017 Payee Name

EIN

IRS Status

Surfrider Foundation Surfrider Spirit Sessions Susannah Wesley Community Center Talk About Curing Autism Teach For America Temple Emanu-el The Alcoholic Rehabilitation Services of Hawaii, Inc. The Arc in Hawaii The Arc of Hilo The Episcopal Church in Hawaii The Food Basket Inc. The Garden Club of America The Hawaiian Legacy Foundation The Kohala Center, Inc. The Maui Farm Inc. The Mediation Center of the Pacific The Merwin Conservancy, Inc. The Nature Conservancy of Hawaii The North Shore Community Land Trust The Outdoor Circle The Pacific Arts Foundation Inc. 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 The Wisdom Center for Autism Touch A Heart, Inc. Transform Hawaii Government Trinity Presbyterian Church, Inc. Ukulele Guild of Hawaii Ulu Mau Puanui United Service Organizations, Inc. United States Veterans Initiative

95-3941826 27-1503838 99-0073528 27-0048002 13-3541913 99-6001135 99-0173356 99-0089327 99-0109668 99-0073522 26-0349475 13-1626773 99-0348023 99-0354676 99-0240355 99-0192700 47-4653401 53-0242652 94-3276211 99-0085044 94-3276000 99-0248121 99-0073524 27-4350046 94-1156347 23-7222333 46-3810231 20-8310130 81-2500865 99-0207568 99-0356256 27-2218803 13-1610451 95-4382752

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)

University Laboratory School University of Hawaii - Office of Research Services University of Hawaii Foundation University of Southern California

72-1544704 99-6000354 99-0085260 95-1642394

Public Agencies Public Agencies 501(c)(3) 501(c)(3)

Urban Justice Center Variety School of Hawaii Volcano School of Arts & Sciences, PCS Volunteer Legal Services Hawaii Waianae Community Re-Development Corporation Waianae District Comprehensive Health & Hospital Board, Inc. Waikiki Community Center Waikiki Health Waimanalo Health Center Waimea Country School Waioli Corporation Waipahu Community Association Waipahu United Church of Christ We Care Solar Inc Weed and Seed Hawaii - Ewa/Ewa Beach Site West Hawaii Community Health Center Wilderness Society Womankind Women Helping Women Women's Fund of Hawaii Yale University

13-3442022 99-0105604 56-2515295 99-0207024 99-0350803 99-0148164 99-0179392 99-0159253 99-0273205 99-0327838 99-0079200 99-0093258 13-1957221 30-0627106 46-4030982 20-0495394 53-0167933 13-3286250 99-0205452 30-0273733 06-0646973

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)

YMCA of Greater Rochester YMCA of Honolulu, Metropolitan Office Yuk Fut Temple YWCA of Kauai Zocalo Public Square

16-0743242 99-0073533 23-7416125 99-0073504 47-0935094

501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3)

Address

P.O. Box 6010 P.O. Box 1677 1117 Kaili Street 2222 Martin Street, Ste. 140 500 Ala Moana Blvd., Suite 3-400 2550 Pali Highway 45-845 Po'okela St. 3989 Diamond Head Road 1099 Waianuenue Ave. 229 Queen Emma Square 40 Holomua St. 598 Madison Ave. PO BOX 8230 P.O. Box 437462 P.O. Box 1776 245 N. Kukui Street, Ste. 206 P.O. Box 809 923 Nu'uanu Ave. P.O. Box 1179 1314 South King Street, Ste. 306 Post Office Box 61281 P.O. Box 9035 1301 Punchbowl Street 4350 Kahili Makai St. P.O. Box 620 101 Montgomery Street, Suite 900 810 Kokomo Road Suite 184 98-1277 Kaahumanu St. POB 224 P.O. Box 1437 875 Auloa Road 46-159 Mehanu Loop, Suite 3262 PO Box 685 P.O. Box 15788 P.O. Box 75329 Shangrila Rd., Bldg. 37 1776 University Avenue UHS3-121 2440 Campus Rd., Room 368 PO Box 11270 USC Financial Aid Office 700 Childs Way, JHH 325 40 Rector Street Floor 9 710 Palekaua Street Post Office Box 845 545 Queen Street, #100 P.O. Box 441 86-260 Farrington Hwy 310 Paoakalani Avenue 277 Ohua Avenue 41-1347 Kalanianaole Highway P.O. Box 399 P.O. Box 1631 94-340 Waipahu Depot St., #201 94-330 Mokuola Street 2150 Allston Way Suite 340 91-884 Fort Weaver Road Suite A 75-5751 Kuakini Highway, Suite 203 1615 M. Street NW 2nd Floor 32 Broadway 10th Floor 1935 Main Street, Ste. 202 1802 Keeaumoku Street Student Financial Aid Services P.O. Box 208288 444 E Main St 1441 Pali Hwy. 3348 Mooheau Avenue 3094 Elua St. 725 Arizona Avenue, Suite 204

State

Zip

San Clemente Kailua Honolulu Irvine Honolulu Honolulu Kaneohe Honolulu Hilo Honolulu Hilo New York Honolulu Kamuela Makawao Honolulu Haiku Honolulu Haleiwa Honolulu Honolulu Kailua-Kona Honolulu Kilauea Honolulu San Francisco Haiku Aiea Honolulu Kailua Kaneohe Kamuela Honolulu Kapolei

City

CA HI HI CA HI HI HI HI HI HI HI NY HI HI HI HI HI HI HI HI HI HI HI HI HI CA HI HI HI HI HI HI HI HI

92674-6010 96734 96819 92612 96813 96817 96744 96816 96720 96813 96720 10022 96830 96743 96768 96817 96708 96817 96712 96814 96839-1281 96745 96813 96754 96809-0620 94104 96708-5075 96701 96813 96734 96744 96743 96830-5788 96707

Sustainability Youth Development Human Services Health Education Religion/Spiritual Development Mental Health Human Services Human Services Religion/Spiritual Development Food, Agriculture, Nutrition Community Development Arts, Culture & Humanities Environment Human Services Human Services Environment Environment Sustainability Environment Arts, Culture & Humanities Human Services Health - Hospitals Public Safety, Disaster Preparedness & Relief Religion/Spiritual Development Environment Health Human Services Public Policy & Advocacy Education Arts, Culture & Humanities Environment Human Services Human Services

Purpose

$15,000.00 $20,000.00 $30,000.00 $5,000.00 $155,000.00 $50,467.00 $40,500.00 $195,110.10 $16,862.97 $36,185.62 $49,700.00 $20,000.00 $100,000.00 $740,382.44 $30,500.00 $30,250.00 $11,700.00 $149,467.56 $40,300.00 $7,374.59 $10,000.00 $5,895.66 $107,029.10 $12,500.00 $442,671.27 $123,500.00 $5,000.00 $17,475.00 $500,000.00 $28,110.00 $20,000.00 $5,000.00 $96,870.10 $233,590.20

Honolulu Honolulu Honolulu Los Angeles

HI HI HI CA

96822 96822-2234 96828 90089

Education Medical Research Education - Higher Education Education

$47,900.00 $388,846.00 $887,513.17 $10,000.00

New York Honolulu Volcano Honolulu Wai'anae Waianae Honolulu Honolulu Waimanalo Kamuela Lihue Waipahu Waipahu Berkeley Ewa Beach Kailua-Kona Washington New York Wailuku Honolulu New Haven

NY HI HI HI HI HI HI HI HI HI HI HI HI CA HI HI DC NY HI HI CT

10006-1732 96819 96785-0845 96813 96792 96792 96815 96815 96795 96743 96766 96797 96797-3313 94704 96706-2538 96740 20036 10004 96793 96822-3001 06520

Human Services Education - Grades K-12 Education Crime Prevention & Intervention Food, Agriculture, Nutrition Youth Development Human Services Health Health - Community Health Centers Education Education Community Development Religion/Spiritual Development Environment Community Development Health - Community Health Centers Environment Civil Rights/Civil Liberties Human Services Other Education - Higher Education

Rochester Honolulu Honolulu Lihue Santa Monica

NY HI HI HI CA

14604 96813 96816 96766 90401

Human Services Youth Development International Human Services Education - Literacy

Amount

$70,000.00 $114,820.54 $18,900.00 $25,000.00 $5,000.00 $150,736.96 $102,000.00 $310,896.00 $44,451.99 $9,000.00 $20,000.00 $5,000.00 $9,801.00 $30,000.00 $10,000.00 $227,000.00 $9,510.75 $5,000.00 $12,544.73 $10,050.00 $6,500,250.00 $5,000.00 $26,983.00 $22,882.00 $18,953.34 $150,000.00

Statement #3 9 of 10


*** PUBLIC DISCLOSURE COPY ***

Hawaii Community Foundation EIN 99-0261283 Form 990 Schedule I, Part II For Grants 1/1/2017 to 12/31/2017 Payee Name

Zonta Club of Kauai Foundation Zoological Society of San Diego

EIN

IRS Status

Address

42-1649554 501(c)(3) 95-1648219 501(c)(3)

Total 501(c)(3) or Public Agency

PO Box 3032 P.O. Box 120551

569

City

Lihue San Diego

State

HI CA

Zip

Purpose

96766 Human Services 92112-0551 Animal - related Grand Total TIMING DIFFERENCES AND GRANTS <$5,000 Final Total

Amount

$10,000.00 $26,250.00 $39,829,781.42 $136,716.71 $39,966,498.13

Statement #3 10 of 10


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