2022-09-15T20:27:51-04:00 2021-12-31 990183523 ROBERT HY LEONG & COMPANY 1164 BISHOP ST STE 530 HONOLULU HI 96813 990PF 2021-01-01 990331596 MARIAN C & WALTER G CHUCK FOUNDATION MARI 8085365617 1001 BISHOP STREET SUITE 2450 HONOLULU HI 96813 MARIAN C CHUCK PRES 8085365617 2022-08-22 MARIAN C CHUCK XXX-XX-XXXX DARRYL T KOMO P00149853 8085231621 2022-08-22 2021 2023-04-26 12:10:37Z X 88649 X X 2106 1272 2599 11613 2267 4705 3539 1147 1147 239 239 1386 1386 0 5000 5000 6386 1386 5000 -1681 2153 83452 81988 88649 83452 81988 88649 3867 4084 3867 4084 X 79585 77904 79585 77904 83452 81988 79585 -1681 77904 77904 2267 30 30 30 30 30 false false false false false false false true true HI true false false false false true N/A ROBERT HY LEONG COMPANY 8085231621 1164 BISHOP STREET SUITE 530 HONOLULU HI 96813 false false false false false false false false false false false false false false false false false false false false MARIAN C CHUCK 2691 AALIAMANU PL HONOLULU HI 96813 PRES 2.00 0 0 0 W GREGORY CHUCK 3225 PATY DRIVE HONOLULU HI 96822 VICE PRES 2.00 0 0 0 MEREDITH CHUCK CHING 3769 DIAMOND HEAD HONOLULU HI 96816 SEC 2.00 0 0 0 JAMIE A CHUCK MACLAREN 4684 SIERRA DRIVE HONOLULU HI 96816 TREAS 2.00 0 0 0 NONE NONE N/A 91449 0 0 91449 91449 1372 90077 4504 4504 30 30 4474 4474 4474 5000 5000 4474 5266 5189 5202 839 823 17319 5000 4474 526 17845 0 5266 12579 5189 5202 839 823 526 X KAPIOLANI HEALTH FOUNDATION 55 MERCHANT STREET HONOLULU HI 96813 GENERAL 5000 5000 14 2106 18 2267 332 4373 332 4705 false false false false false false false false false false UBS JR 25804 2021-01 PURCHASE 2021-10 4346 4019 327 UBS JR 25804 2020-08 PURCHASE 2021-12 5000 4995 5 11 ISHARES S&P SMALLCAP 600 1060 1527 81 ISHARES CORE MSCI EAFE ETF 6054 6046 6 VANGUARD MID-CAP EFT 1515 1528 203 AQR U.S. DEFENSE EQUITY FUND 5099 6499 55 BROWN ADVISORY SM-CP 1189 1723 133 CAUSEWAY EMERGING MKTS 1709 1600 50 CLEARBRIDGE LARGE CAP 3287 3742 153 HARDING LOEVNER 3786 4593 184 EMERGING MARKETS EQUITY 3123 3515 58 JP MORGAN LARGE CAP 3244 3596 272 LSV VALUE EQUITY FUND 6584 7904 192 PEAR TREE POLARIS 3662 4599 231 TRANSAMERICA MID CAP 2475 2755 256 INVESCO NATL AMT-FREE 6936 6940 19 SPDR SER TR SPDR BLOOMBERG 1739 1737 25 VANGUARD INTER TERM 1760 1662 478 AMG GW&K MUNICPAL 5992 5889 243 ASHMORE EMERGING MKTS 1722 1573 428 FRANKLIN FEDERAL 5251 5264 248 LORD ABBETT HIGH YIELD 1757 1858 528 LORD ABBETT INTERMEDIATE 5952 5999 1188 WELLS FARGO MUNICIPAL 753 ALLSPRING MUNICIPAL 8092 8100 INVESTMENT MANAGEMENT FEES 1147 1147 FEDERAL EXCISE TAX 204 204 FOREIGN TAXES 35 35