Form 990 for tax year 2023
Filed by UHF-CA GIFT ANNUITY RESERVE TR.
Totals
- Total revenue
- $112,036,932
- Total expenses
- $79,586,473
- Contributions and grants received
- $86,574,853
- Grants paid
- $19,248,682
- Program service revenue
- $0
- Investment income
- $24,087,486
- Other revenue
- $1,374,593
- Total assets, end of year
- $963,147,055
- Total liabilities, end of year
- $125,638,255
- Net assets or fund balances, end of year
- $837,508,800
- Program services expenses (Part IX)
- $61,918,648
- Management and general expenses
- $7,963,033
- Fundraising expenses
- $9,704,792
- Program service expenses (Part III)
- $61,918,648
Program services were 77.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1b · Membership dues
$459,935
-
1c · Fundraising events
$2,123,385
-
1f · All other contributions, gifts and grants
$83,991,533
-
1g · Noncash contributions included above
$7,657,614
-
3 · Investment income
total $15,523,810 · unrelated business $4,435 · excluded $15,519,375
-
5 · Royalties
total $13,934 · excluded $13,934
-
6a · Gross rents
real property $5,357,799
-
6b · Less rental expenses
real property $7,695,224
-
6c · Rental income or loss
real property -$2,337,425
-
6d · Net rental income or loss
total -$2,337,425 · unrelated business $4,803 · excluded -$2,342,228
-
7a · Gross sales of assets other than inventory
securities $158,431,087 · other assets $335,835
-
7b · Less cost or other basis and sales expenses
securities $150,006,996 · other assets $196,250
-
7c · Gain or loss
securities $8,424,091 · other assets $139,585
-
7d · Net gain or loss
total $8,563,676 · excluded $8,563,676
-
8a · Fundraising events: gross income
$1,862,178
-
8b · Fundraising events: direct expenses
$1,879,188
-
8c · Net income from fundraising events
total -$17,010 · excluded -$17,010
-
11a · Other revenue: SERVICE CONTRACTS - UH
total $3,654,852 · related or exempt $3,654,852
-
11b · Other revenue: SPECIAL EVENTS
total $9,852 · related or exempt $9,852
-
11d · All other revenue
total $50,390 · related or exempt $50,390
-
11e · Other revenue, total
$3,715,094
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $18,590,204 · program services $18,590,204
-
2 · Grants to domestic individuals
total $575,255 · program services $575,255
-
3 · Grants to foreign organizations and individuals
total $83,223 · program services $83,223
-
5 · Compensation of officers, directors and key employees
total $3,047,233 · management and general $849,513 · fundraising $2,197,720
-
7 · Other salaries and wages
total $6,942,319 · program services $4,083 · management and general $2,623,272 · fundraising $4,314,964
-
8 · Pension plan contributions
total $543,520 · management and general $195,321 · fundraising $348,199
-
9 · Other employee benefits
total $683,071 · management and general $274,617 · fundraising $408,454
-
10 · Payroll taxes
total $630,698 · management and general $216,633 · fundraising $414,065
-
11b · Fees: legal
total $130,518 · program services $3,911 · management and general $125,389 · fundraising $1,218
-
11c · Fees: accounting
total $216,119 · management and general $216,119
-
11d · Fees: lobbying
total $24,000 · program services $24,000
-
11f · Fees: investment management
total $1,836,505 · management and general $1,836,505
-
11g · Fees: other
total $4,964,639 · program services $4,768,070 · management and general $123,884 · fundraising $72,685
-
12 · Advertising and promotion
total $1,554,536 · program services $1,256,246 · management and general $65,516 · fundraising $232,774
-
13 · Office expenses
total $3,194,935 · program services $2,789,274 · management and general $193,528 · fundraising $212,133
-
14 · Information technology
total $1,572,535 · program services $527,086 · management and general $374,788 · fundraising $670,661
-
16 · Occupancy
total $763,375 · program services $157,092 · management and general $347,073 · fundraising $259,210
-
17 · Travel
total $3,514,402 · program services $3,358,004 · management and general $105,821 · fundraising $50,577
-
19 · Conferences, conventions and meetings
total $3,786,553 · program services $3,378,147 · management and general $132,707 · fundraising $275,699
-
22 · Depreciation, depletion and amortization
total $97,681 · program services $256 · management and general $75,501 · fundraising $21,924
-
23 · Insurance
total $240,631 · program services $27,864 · management and general $101,113 · fundraising $111,654
-
24a · Other expenses: UH AGREEMENTS
total $18,701,580 · program services $18,668,247 · management and general $13,406 · fundraising $19,927
-
24b · Other expenses: REPAIRS/CONST - EQUIP/F
total $4,767,066 · program services $4,764,064 · management and general $2,379 · fundraising $623
-
24c · Other expenses: DONOR DEVELOPMENT COSTS
total $2,609,987 · program services $2,542,844 · management and general $30,101 · fundraising $37,042
-
24d · Other expenses: MEMBERSHIP/PROF MEETING
total $144,843 · program services $123,129 · management and general $12,696 · fundraising $9,018
-
24e · All other expenses
total $371,045 · program services $277,649 · management and general $47,151 · fundraising $46,245
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $28,847,891 · end of year $27,364,803
-
2 · Savings and temporary cash investments
beginning of year $0 · end of year $0
-
3 · Pledges and grants receivable
beginning of year $78,973,441 · end of year $61,853,623
-
4 · Accounts receivable
beginning of year $22,206 · end of year $101
-
5 · Loans and receivables from officers and key people
beginning of year $0 · end of year $0
-
6 · Loans and receivables from disqualified persons
beginning of year $0 · end of year $0
-
7 · Other notes and loans receivable
beginning of year $78,914 · end of year $75,914
-
8 · Inventories for sale or use
beginning of year $0 · end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $535,419 · end of year $419,895
-
10a · Land, buildings and equipment: cost or other basis
$95,428,069
-
10b · Land, buildings and equipment: accumulated depreciation
$3,823,966
-
10c · Land, buildings and equipment, net
beginning of year $79,198,201 · end of year $91,604,103
-
11 · Investments: publicly traded securities
beginning of year $233,326,774 · end of year $241,397,804
-
12 · Investments: other securities
beginning of year $437,824,230 · end of year $503,932,383
-
13 · Investments: program-related
beginning of year $0 · end of year $0
-
14 · Intangible assets
beginning of year $0 · end of year $0
-
15 · Other assets
beginning of year $34,715,025 · end of year $36,498,429
-
17 · Accounts payable and accrued expenses
beginning of year $21,049,477 · end of year $13,323,998
-
18 · Grants payable
beginning of year $0 · end of year $0
-
19 · Deferred revenue
beginning of year $0 · end of year $0
-
20 · Tax-exempt bond liabilities
beginning of year $79,609,349 · end of year $79,544,850
-
21 · Escrow or custodial account liability
beginning of year $0 · end of year $0
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
23 · Secured mortgages and notes payable
beginning of year $0 · end of year $0
-
24 · Unsecured notes and loans payable
beginning of year $0 · end of year $0
-
25 · Other liabilities
beginning of year $29,797,370 · end of year $32,769,407
-
27 · Net assets without donor restrictions
beginning of year $6,497,158 · end of year $14,421,474
-
28 · Net assets with donor restrictions
beginning of year $756,568,747 · end of year $823,087,326
Mission and programs · 2023
Mission
TO UNITE DONORS' PASSIONS WITH THE UNIVERSITY OF HAWAI'I'S (UH) ASPIRATIONS BY RAISING PHILANTHROPHIC SUPPORT AND MANAGING INVESTMENTS TO BENEFIT UH, THE PEOPLE OF HAWAI'I AND OUR FUTURE GENERATIONS.
-
STUDENT AID AND SERVICES - UHF RAISES AND DISTRIBUTES MONEY FOR STUDENT AID, SCHOLARSHIPS, FELLOWSHIPS, GRANTS AND AWARDS TO HELP STUDENTS FULFILL THEIR ACADEMIC POTENTIAL AND ENSURE OUR STATE HAS THE SKILLED PROFESSIONALS IT NEEDS TO FLOURISH.THESE INCLUDE MERIT-BASED SCHOLARSHIPS, NEED-BASED SCHOLARSHIPS, STUDY ABROAD OPPORTUNITIES AND PROGRAMS THAT HELP BUILD INTERNATIONAL BRIDGES AND CULTURAL VERSATILITY. FELLOWSHIPS HELP UH ATTRACT AND RETAIN OUTSTANDING STUDENTS WHOSE RESEARCH AND CONTRIBUTIONS TO OUR WORLD ARE KEY TO A VIBRANT FUTURE.
Expenses $16,051,947 · Grants $15,384,149
-
SPECIAL PROGRAMS - DONOR DESIGNATED ACCOUNTS SUPPORT A RANGE OF ACADEMIC AND NON-ACADEMIC INITIATIVES/PROGRAMS. THESE INCLUDE VISITING DISTINGUISHED LECTURERS AND PROFESSORSHIPS, COMPUTER LAB SUPPORT, FACILITIES FUNDS, INTRAMURAL SPORTS, OUTREACH PROGRAMS THAT SUPPORT LIFELONG LEARNING AND COMMUNITY EDUCATION, HEALTH FAIRS, WORKSHOPS, BAND AND MENTORSHIP PROGRAMS. THROUGH FUNDRAISING AND ACCOUNT MANAGEMENT, UHF IS A PARTNER IN CAPITAL IMPROVEMENT PROJECTS TO BRING STATE-OF-THE-ART FACILITIES, TECHNOLOGY AND EQUIPMENT TO CAMPUSES STATEWIDE. QUALITY FACILITIES AND RESOURCES NURTURE HEALTHY LEARNING AND PRODUCTIVE COLLABORATION. FROM BUSINESS EDUCATION TO ADVANCED CULINARY TRAINING, DONORS ARE HELPING UH DELIVER WORLD-CLASS OPPORTUNITIES AND FACILITIES TO HAWAI'I STUDENTS. DONOR FUNDS MAKE IT POSSIBLE FOR OUR PUBLIC UNIVERSITY TO BRING DISTINGUISHED VISITING LECTURERS AND RESEARCHERS TO OUR CAMPUSES. EXAMPLES INCLUDE BRINGING HIGHLY REGARDED CANCER RESEARCHERS FROM AROUND THE WORLD, TO WORK COLLABORATIVELY IN OUR RESEARCH LABORATORIES WITH UH SCIENTISTS. WHILE THEY ARE HERE, THESE RESEARCHERS, INCLUDING NOBEL LAUREATES, DELIVER A MAJOR LECTURE AT THE UNIVERSITY OF HAWAI'I CANCER CENTER. PRIVATE SUPPORT FUNDS THIS EXTRAORDINARY OPPORTUNITY FOR UH FACULTY, STUDENTS AND STAFF, TO MEET AND INTERACT WITH PROMINENT SCIENTISTS WHOSE WORK HAS SAVED MANY LIVES AND ESTABLISH RESEARCH COLLABORATIONS WITH THEM. OTHER DISTINGUISHED LECTURE SERIES SUPPORT HAWAI'I'S DIALOGUE WITH THE REST OF THE WORLD IN AREAS INCLUDING LOCAL ENTREPRENEURSHIP, INTERNATIONAL WOMEN'S LEADERSHIP, GLOBAL TECHNOLOGY, THE INTEGRATION OF SCIENCE AND CULTURE, AND INDIGENOUS LANGUAGE/CULTURAL ISSUES.
Expenses $14,478,964 · Grants $2,781,056
-
RESEARCH - THE UNIVERSITY OF HAWAI'I FOUNDATION (UHF) HELPS ADVANCE WORLD-CLASS RESEARCH AND INNOVATION THROUGH STRATEGIC PHILANTHROPIC INVESTMENTS. PRIVATE SUPPORT PLAYS A CRITICAL ROLE IN ENABLING UH RESEARCHERS TO TACKLE OUR WORLD'S CHALLENGES AND IMPROVE OUR QUALITY OF LIFE. WITH ITS UNIQUE GEOGRAPHIC LOCATION IN THE MIDDLE OF THE PACIFIC OCEAN, THE RICH ETHNIC DIVERSITY AND ENVIRONMENTAL ATTRIBUTES, UH HAS BECOME A GLOBALLY RECOGNIZED LEADER FOR ITS PIONEERING RESEARCH IN FIELDS SUCH AS OCEANOGRAPHY, VOLCANOLOGY, ASTRONOMY, PACIFIC ISLANDS AND ASIAN AREA STUDIES, TROPICAL AGRICULTURE, CANCER AND GENETICS. UH'S HIGHLY RANKED ACTIVE RESEARCH PROGRAMS SERVE AS A MAGNET FOR LEADING RESEARCHERS, BUILDING UH CENTERS OF EXCELLENCE IN AREAS INCLUDING MICROBIOMES, ENDANGERED AND RARE PLANT CONSERVATION AND CLIMATE CHANGE.
Expenses $12,184,718 · Grants $24,068
-
OTHER PROGRAM SERVICES
Expenses $19,203,019 · Grants $1,059,409
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Richard F WackerRICHARD F WACKER
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 0.5
-
Standford S CarrSTANDFORD S CARR
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 0.5
-
Ted PettitTED PETTIT
VICE CHAIR & TREASURER
- Total calculated
- $0
- Hours/week
- 0.5
-
Lori TeranishiLORI TERANISHI
SECRETARY
- Total calculated
- $0
- Hours/week
- 0.5
-
Robynne D DalyROBYNNE D DALY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Timothy M DonohueTIMOTHY M DONOHUE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Peter FukunagaPETER FUKUNAGA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Peter N GrossmanPETER N GROSSMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Michael K HiraiMICHAEL K HIRAI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
James H Q LeeJAMES H Q LEE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Kenneth MillerKENNETH MILLER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Randolph G MooreRANDOLPH G MOORE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Jackson NakasoneJACKSON NAKASONE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Sean K SugaiSEAN K SUGAI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Jason TaylorJASON TAYLOR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Ginny TiuGINNY TIU
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Sutanto WidjajaSUTANTO WIDJAJA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Tim DolanTIM DOLAN
PRESIDENT/CEO
- Total calculated
- $702,041
- From this org
- $604,101
- From related orgs
- $0
- Other
- $97,940
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $496,342
- Bonus
- $100,000
- Other
- $7,759
- Deferred
- $73,500
- Nontaxable benefits
- $24,440
- Filer's total
- $702,041
-
John HanJOHN HAN
COO/CFO
- Total calculated
- $409,929
- From this org
- $334,142
- From related orgs
- $0
- Other
- $75,787
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $283,712
- Bonus
- $50,000
- Other
- $430
- Deferred
- $56,427
- Nontaxable benefits
- $19,360
- Filer's total
- $409,929
-
Christine KooCHRISTINE KOO
ASST TREASURER/ASSOCIATE VP
- Total calculated
- $291,973
- From this org
- $227,069
- From related orgs
- $0
- Other
- $64,904
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $200,156
- Bonus
- $29,100
- Other
- -$2,187
- Deferred
- $48,437
- Nontaxable benefits
- $16,467
- Filer's total
- $291,973
-
Kara ShibataKARA SHIBATA
ASST TREASURER/CONTROLLER
- Total calculated
- $167,311
- From this org
- $126,438
- From related orgs
- $0
- Other
- $40,873
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $128,738
- Bonus
- $0
- Other
- -$2,300
- Deferred
- $27,274
- Nontaxable benefits
- $13,599
- Filer's total
- $167,311
-
Karla Zarate-RamirezKARLA ZARATE-RAMIREZ
ASSOCIATE VP - MAJOR GIFTS
- Total calculated
- $317,528
- From this org
- $265,650
- From related orgs
- $0
- Other
- $51,878
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $232,500
- Bonus
- $33,150
- Other
- $0
- Deferred
- $35,040
- Nontaxable benefits
- $16,838
- Filer's total
- $317,528
-
Allison OhanianALLISON OHANIAN
SENIOR EXECUTIVE DIRECTOR
- Total calculated
- $282,752
- From this org
- $240,832
- From related orgs
- $0
- Other
- $41,920
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $211,732
- Bonus
- $31,500
- Other
- -$2,400
- Deferred
- $27,209
- Nontaxable benefits
- $14,711
- Filer's total
- $282,752
-
Maile AuMAILE AU
SENIOR EXECUTIVE DIRECTOR
- Total calculated
- $224,301
- From this org
- $187,082
- From related orgs
- $0
- Other
- $37,219
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $163,096
- Bonus
- $23,799
- Other
- $187
- Deferred
- $19,894
- Nontaxable benefits
- $17,325
- Filer's total
- $224,301
-
Julie InouyeJULIE INOUYE
EXEC DIRECTOR OF DEVELOPMENT
- Total calculated
- $222,200
- From this org
- $186,826
- From related orgs
- $0
- Other
- $35,374
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $186,826
- Bonus
- $0
- Other
- $0
- Deferred
- $20,014
- Nontaxable benefits
- $15,360
- Filer's total
- $222,200
-
Margot SchrireMARGOT SCHRIRE
ASSOCIATE VICE PRESIDENT
- Total calculated
- $252,200
- From this org
- $186,590
- From related orgs
- $0
- Other
- $65,610
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $163,077
- Bonus
- $23,513
- Other
- $0
- Deferred
- $49,877
- Nontaxable benefits
- $15,733
- Filer's total
- $252,200
-
Marcelo HanzaMARCELO HANZA
SENIOR EXECUTIVE DIRECTOR
- Total calculated
- $208,137
- From this org
- $179,362
- From related orgs
- $0
- Other
- $28,775
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $155,539
- Bonus
- $25,000
- Other
- -$1,177
- Deferred
- $15,178
- Nontaxable benefits
- $13,597
- Filer's total
- $208,137
-
Judy NagaiJUDY NAGAI
SR EXEC DIR (THRU 8/1/2023)
- Total calculated
- $169,126
- From this org
- $132,308
- From related orgs
- $0
- Other
- $36,818
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $132,308
- Bonus
- $0
- Other
- $0
- Deferred
- $31,981
- Nontaxable benefits
- $4,837
- Filer's total
- $169,126
-
Meredith YoroMEREDITH YORO
EXEC DIRECTOR OF DEVELOPMENT
- Total calculated
- $192,147
- From this org
- $145,891
- From related orgs
- $0
- Other
- $46,256
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $145,729
- Bonus
- $0
- Other
- $162
- Deferred
- $37,073
- Nontaxable benefits
- $9,183
- Filer's total
- $192,147
-
Steve LimSTEVE LIM
DIR OF IT (THRU 12/26/2023)
- Total calculated
- $150,597
- From this org
- $129,840
- From related orgs
- $0
- Other
- $20,757
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $129,066
- Bonus
- $0
- Other
- $774
- Deferred
- $12,907
- Nontaxable benefits
- $7,850
- Filer's total
- $150,597
-
Trinh NguyenTRINH NGUYEN
DIRECTOR OF DEVELOPMENT
- Total calculated
- $155,940
- From this org
- $124,754
- From related orgs
- $0
- Other
- $31,186
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $124,754
- Bonus
- $0
- Other
- $0
- Deferred
- $18,475
- Nontaxable benefits
- $12,711
- Filer's total
- $155,940
-
Suzanne BishopSUZANNE BISHOP
DIRECTOR OF PROSPECT RESEARCH
- Total calculated
- $151,055
- From this org
- $121,268
- From related orgs
- $0
- Other
- $29,787
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $121,268
- Bonus
- $0
- Other
- $0
- Deferred
- $18,127
- Nontaxable benefits
- $11,660
- Filer's total
- $151,055
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 1a · Health or social club dues or initiation fees
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Form 990 of other organizations
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 1A
- PRIVATE BUSINESS CLUB MEMBERSHIP IS PROVIDED TO THE PRESIDENT AND CERTAIN STAFF FOR BUSINESS USE.
- PART I, LINE 5
- AN INCENTIVE PROGRAM IS IN PLACE FOR KEY INDIVIDUALS. IT IS BASED ON QUANTITIVE AND QUALITATIVE FACTORS. ONE OF SEVERAL QUANTITATIVE FACTORS IS FUNDS RAISED.
- PART I, LINE 6
- AN INCENTIVE PROGRAM IS IN PLACE FOR KEY INDIVIDUALS. IT IS BASED ON QUANTITIVE AND QUALITATIVE FACTORS. ONE OF SEVERAL QUANTITATIVE FACTORS IS FUNDS RAISED AND NET OPERATING RESULTS.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
UNIVERSITY OF HAWAII SYSTEM
$17,869,813
UNIVERSITY SUPPORT, RESEARCH, SCHOLARSHIP, AND AWARDS.
-
$164,391
GRANT TO IMPLEMENT AND ADAPT STRATEGIES, TOOLS, AND METRICS THAT BUILD AND STRENGTHEN STUDENTS' NETWORKS
-
STATE OF HAWAII DEPARTMENT OF EDUCATION
$125,000
GRANT FOR GEAR UP (GAINING EARLY AWARENESS AND READINESS FOR UNDERGRADUATE PROGRAMS), THE PROGRAM AIMS TO INCREASE THE NUMBER OF LOW INCOME STUDENTS PURSUING HIGHER EDUCATION
-
CULTIVATE HAWAII WORKFORCE COLLABORATIVE LLC
$100,000
GRANT TO IMPLEMENT THE WORK-BASED-LEARNING INTERMEDIARY STATEWIDE EXPANSION PROJECT
-
GRANT TO IMPLEMENT THE WORK-BASED-LEARNING INTERMEDIARY STATEWIDE EXPANSION PROJECT
-
KAUAI ECONOMIC DEVELOPMENT BOARD
$100,000
GRANT TO IMPLEMENT THE WORK-BASED-LEARNING INTERMEDIARY STATEWIDE EXPANSION PROJECT
-
$25,000
GRANT TO IMPLEMENT AND ADAPT STRATEGIES, TOOLS, AND METRICS THAT BUILD AND STRENGTHEN STUDENTS' NETWORKS
-
AWAWA FARMS LLC
$25,000
MATCHING GRANT TO SUPPORT SMALL FARMERS TO START OR EXPAND FARMING OPERATIONS
-
$25,000
GRANT TO IMPLEMENT AND ADAPT STRATEGIES, TOOLS, AND METRICS THAT BUILD AND STRENGTHEN STUDENTS' NETWORKS
-
GAVA GROW LLC
$25,000
GRANT TO IMPLEMENT AND ADAPT STRATEGIES, TOOLS, AND METRICS THAT BUILD AND STRENGTHEN STUDENTS' NETWORKS
The 10 largest by cash amount. The API serves every itemized grant.
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
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UHF ATHERTON STUDENT HOUSING LLC
REAL ESTATE · HI · income -$7,234 · assets $8,035,537
Directly controlled by UHFOUNDATION
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UHF RISE STUDENT HOUSING LLC
REAL ESTATE · HI · income $6,415,532 · assets $101,371,181
Directly controlled by UHFOUNDATION
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
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CHARITABLE REMAINDER TRUST (41)
TRUST · HI · controlled entity
Directly controlled by UHF
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 12 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202531339349307603
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.