Totals
- Total revenue
- $249,337
- Total expenses
- $388,084
- Contributions and grants received
- $44,184
- Grants paid
- $317,848
- Program service revenue
- $0
- Investment income
- $205,153
- Other revenue
- $0
- Total assets, end of year
- $4,961,691
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $4,961,691
- Program services expenses (Part IX)
- $317,848
- Management and general expenses
- $70,236
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $317,848
Program services were 81.9% 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.
-
1f · All other contributions, gifts and grants
$44,184
-
3 · Investment income
total $142,378 · excluded $142,378
-
7a · Gross sales of assets other than inventory
securities $857,632
-
7b · Less cost or other basis and sales expenses
securities $794,857
-
7c · Gain or loss
securities $62,775
-
7d · Net gain or loss
total $62,775 · excluded $62,775
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $317,848 · program services $317,848
-
11c · Fees: accounting
total $1,675 · management and general $1,675
-
11f · Fees: investment management
total $29,649 · management and general $29,649
-
13 · Office expenses
total $11,374 · management and general $11,374
-
23 · Insurance
total $1,246 · management and general $1,246
-
24a · Other expenses: REPAIR & MAINTENANCE
total $24,764 · management and general $24,764
-
24b · Other expenses: FOREIGN TAXES
total $1,528 · management and general $1,528
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year -$1
-
2 · Savings and temporary cash investments
beginning of year $245,514 · end of year $199,743
-
11 · Investments: publicly traded securities
beginning of year $4,847,163 · end of year $4,761,948
-
29 · Capital stock, trust principal or current funds
beginning of year $5,092,676 · end of year $4,961,691
Mission and programs · 2024
Mission
PROVIDE FUNDS FOR THE HEALTH AND WELL BEING OF THE AGING POPULATION IN HAWAII.
-
SUPPORT THE HEALTH AND WELL BEING OF THE AGING POPULATION IN HAWAII.
Expenses $317,848 · Grants $317,848
As filed on the 2024 return.
Listed in Part VII
-
Herbert LeeHERBERT LEE
PRESIDENT
- Total calculated
- $0
- Hours/week
- 2.5
-
John MoodyJOHN MOODY
TREASURER
- Total calculated
- $0
- Hours/week
- 1.5
-
Jerry AllenJERRY ALLEN
TRUSTEE EMER
- Total calculated
- $0
- Hours/week
- 1.5
-
Neal GotaNEAL GOTA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1.5
-
Kathryn ZurcherKATHRYN ZURCHER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1.5
-
Johnny ChankhamanyJOHNNY CHANKHAMANY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1.5
-
Patricia CameroPATRICIA CAMERO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1.5
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.
Grants on this return
-
$214,820
INDIV W/ FIN NEED
-
$102,028
INDIV W/ FIN NEED
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 6 November 2025
- IRS schema version
- 2024v5.0
- Source object
- 202543169349306574
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