Form 990 for tax year 2022
Filed by CHARLES R KENDALL SCHOLARSHIP AND EDUCATION FUND.
Totals
- Total revenue
- $150,425
- Total expenses
- $60,964
- Contributions and grants received
- $32,179
- Grants paid
- $47,000
- Program service revenue
- $0
- Investment income
- $67,515
- Other revenue
- $50,731
- Total assets, end of year
- $2,297,329
- Total liabilities, end of year
- $42,429
- Net assets or fund balances, end of year
- $2,254,900
- Program services expenses (Part IX)
- $47,000
- Management and general expenses
- $13,964
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $47,000
Program services were 77.1% 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.
-
1c · Fundraising events
$15,283
-
1f · All other contributions, gifts and grants
$16,896
-
3 · Investment income
total $51,610 · excluded $51,610
-
7a · Gross sales of assets other than inventory
securities $74,584
-
7b · Less cost or other basis and sales expenses
securities $58,679
-
7c · Gain or loss
securities $15,905
-
7d · Net gain or loss
total $15,905 · excluded $15,905
-
8a · Fundraising events: gross income
$120,139
-
8a · Fundraising events: contributions included on line 1c
$15,283
-
8b · Fundraising events: direct expenses
$69,408
-
8c · Net income from fundraising events
total $50,731 · excluded $50,731
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $47,000 · program services $47,000
-
11g · Fees: other
total $3,857 · management and general $3,857
-
19 · Conferences, conventions and meetings
total $227 · management and general $227
-
23 · Insurance
total $2,246 · management and general $2,246
-
24a · Other expenses: INVESTMENT EXPENSE
total $7,533 · management and general $7,533
-
24b · Other expenses: MISCELLANEOUS EXPENSE
total $101 · management and general $101
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $163,747 · end of year $127,295
-
9 · Prepaid expenses and deferred charges
end of year $13,079
-
12 · Investments: other securities
beginning of year $1,877,506 · end of year $2,156,955
-
17 · Accounts payable and accrued expenses
beginning of year $17 · end of year $119
-
19 · Deferred revenue
beginning of year $47,624 · end of year $42,310
-
27 · Net assets without donor restrictions
beginning of year $1,993,612 · end of year $2,254,900
Mission and programs · 2022
Mission
TO PROVIDE SCHOLARSHIPS AND GRANTS TO HGEA'S MEMBERS AND DEPENDENTS.
-
CHARLES R. KENDALL SCHOLARSHIP & EDUCATION FUND: PROVIDES SCHOLARSHIPS TO FULL-TIME STUDENTS WHO ARE MEMBERS OR IMMEDIATE FAMILY OF MEMBERS THAT SATISFY THE ELIGIBILITY REQUIREMENTS OF THE TRUSTEES.
Expenses $45,000 · Grants $45,000
-
CHARLES R. KENDALL SCHOLARSHIP & EDUCATION FUND: PROVIDES SCHOLARSHIPS TO PART-TIME STUDENTS WHO ARE MEMBERS THAT SATISFY THE ELIGIBILITY REQUIREMENTS OF THE TRUSTEES.
Expenses $2,000 · Grants $2,000
As filed on the 2022 return.
Listed in Part VII
-
Amanda LowryAMANDA LOWRY
ASSISTANT TREASURER
- Total calculated
- $0
- Hours/week
- 1 + 1.5 related
-
Elisa YadaoELISA YADAO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jon GasperJON GASPER
CHAIRPERSON
- Total calculated
- $0
- Hours/week
- 1 + 1.5 related
-
Marian TsujiMARIAN TSUJI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Marilyn A MatsunagaMARILYN A MATSUNAGA
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Randolph P PerreiraRANDOLPH P PERREIRA
SECRETARY/TREASURER
- Total calculated
- $446,182
- From this org
- $0
- From related orgs
- $326,367
- Other
- $119,815
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $326,367 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $326,367 related
-
Wilbert HolckWILBERT HOLCK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
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
None.
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
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
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
HAWAII GOVERNMENT EMPLOYEES ASSOCIATION AFSCME
501(C)(5) · PRESERVE AND ADVANCE EMPLOYEE RIGHTS AND BENEFITS. · HI
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 1 March 2024
- IRS schema version
- 2022v5.0
- Source object
- 202430719349300043
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