2024-11-14T13:51:33-06:00 2023-12-31 430765316 RUBINBROWN LLP 7676 FORSYTH BLVD SUITE 2100 SAINT LOUIS MO 63105 990PF 2023-01-01 990250429 HMSA FOUNDATION HMSA 8089485145 PO BOX 860 HONOLULU HI 96808 JENNIFER DIESMAN PRESIDENT 8089485145 2024-11-06 1 1 KIMBERLY A RYAN P00829977 3142903300 2023 2024-10-15 13:58:12Z X 21862411 X X 527116 527116 879720 2065403 879720 325 325 1407161 1407161 0 0 0 89824 0 0 5603 0 0 13508 0 0 63745 0 0 5923 0 0 1069 0 0 143 0 0 52484 0 0 232299 0 0 239664 2301000 471963 0 2301000 935198 1407161 5463294 4984331 4984331 25122 19860 25122 25122 453659 462169 462169 13171773 12508479 16389452 1360 23 0 1337 1337 19108586 17981438 21862411 69477 61970 5335436 3274100 18197 24694 5423110 3360764 X 13685476 14620674 13685476 14620674 19108586 17981438 13685476 935198 0 14620674 0 14620674 PUBLICLY TRADED SECURITIES P 2065403 1185683 879720 879720 879720 19560 0 19560 0 19560 8066 0 15000 0 23066 X 0 3506 3506 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 WWW.HMSAFOUNDATION.ORG RACHEL NAGLE 8089485145 PO BOX 860 HONOLULU HI 96808 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JENNIFER DIESMAN PO BOX 860 HONOLULU HI 96808 PRESIDENT 1.00 0 0 0 GINA L MARTING PO BOX 860 HONOLULU HI 96808 TREASURER/SECRETARY 1.00 0 0 0 JASON CHANG PO BOX 860 HONOLULU HI 96808 DIRECTOR 1.00 0 0 0 LINDA EZUKA PO BOX 860 HONOLULU HI 96808 DIRECTOR 1.00 0 0 0 BRANDEE MENINO PO BOX 860 HONOLULU HI 96808 DIRECTOR 1.00 0 0 0 MARK MUGIISHI PO BOX 860 HONOLULU HI 96808 DIRECTOR 1.00 0 0 0 KENNETH NAKAMURA PO BOX 860 HONOLULU HI 96808 DIRECTOR 1.00 0 0 0 MATTHEW SASAKI PO BOX 860 HONOLULU HI 96808 DIRECTOR 1.00 0 0 0 RICHARD TAAFFE PO BOX 860 HONOLULU HI 96808 DIRECTOR 1.00 0 0 0 LESLIE WILKINS PO BOX 860 HONOLULU HI 96808 DIRECTOR 1.00 0 0 0 MERYAM LEONG PO BOX 860 HONOLULU HI 96808 ADMINISTRATOR 40.00 90486 5279 0 0 NONE 0 0 16789950 3998978 0 20788928 0 0 20788928 311834 20477094 1023855 1023855 19560 19560 1004295 0 1004295 0 1004295 2301000 0 1360 2302360 1004295 0 0 39648 1178934 1218582 2302360 0 0 0 1004295 1298065 0 0 2516647 0 0 0 0 0 0 0 2516647 39648 1178934 1298065 HMSA FOUNDATION PO BOX 860 HONOLULU HI 96808 8089485145 SEE STATEMENT 10 NONE SEE STATEMENT 11 BOYS & GIRLS CLUB OF HAWAII 1000 BISHOP ST STE 505 HONOLULU HI 96813 N/A PC WHAT'S NEXT INITIATIVE 15000 FIVE MOUNTAINS HAWAII 64-1035 MAMALAHOA HWY STE F KAMUELA HI 96743 N/A PC OPERATIONAL EXPENSES (HUI PARTNER) 100000 HABILITAT INC 45-035 KUHONU PL KANEOHE HI 96744 N/A PC BREAKING A SWEAT, BREAKING THE CYCLE: RECOVER, RESTORE, RENEW 15000 HAWAII COMMUNITY FOUNDATION 827 FORT STREET MALL HONOLULU HI 96813 N/A PC MAUI STRONG FUND CONTRIBUTION 50000 HAWAII LITERACY 245 N KUKUI ST 202 HONOLULU HI 96817 N/A PC HAWAII LITERACY'S DIGITAL LEADERSHIP & LITERACY PROJECT 15000 HAWAIIAN COMMUNITY ASSETS INC 310 PAOAKALANI AVE ROOM 204E HONOLULU HI 96815 N/A PC OPERATIONAL EXPENSES (HUI PARTNER) 65000 HEALTHY MOTHERS HEALTHY BABIES COALITION OF HAWAII 245 N KUKUI ST STE 102A HONOLULU HI 96817 N/A PC KEIKI HEALTH FAIR (AND GROWN-UPS TOO!) 15000 KOKUA KALIHI VALLEY COMPREHENSIVE FAMILY SERVICES 2239 N SCHOOL ST HONOLULU HI 96819 N/A PC OPERATIONAL EXPENSES (HUI PARTNER) 100000 KUALOA HEEIA ECUMENICAL YOUTH PROJECT 47-200 WAIHEE RD KANEOHE HI 96744 N/A PC OPERATIONAL EXPENSES (HUI PARTNER) 75000 KUMANO I KE ALA PO BOX 181 WAIMEA HI 96796 N/A PC OPERATIONAL EXPENSES (HUI PARTNER) 60000 MA KA HANA KA IKE BUILDING PROGRAM PO BOX 968 HANA HI 96713 N/A PC OPERATIONAL EXPENSES (HUI PARTNER) 75000 MAUI FAMILY SUPPORT SERVICES 1844 WILI PA LOOP WAILUKU HI 96793 N/A PC SPECIALIZED TRAINING FOR COMMUNITY PARTNERS 15000 MAUI POLICE DEPARTMENT 55 MAHALANI ST WAILUKU HI 96793 N/A GOV L.I.Y.T - LIVE IN YOUR TRUTH 11000 MOLOKAI CHILD ABUSE PREVENTION PATHWAYS PO BOX 1049 KAUNAKAKAI HI 96748 N/A PC OPERATIONAL EXPENSES (HUI PARTNER) 50000 QUEENS UNIVERSITY MEDICAL GROUP 1301 PUNCHBOWL ST HONOLULU HI 96813 N/A PC POPULATION HEALTH 15000 SAMARITAN COUNSELING CENTER HAWAII 1020 S BERETANIA ST HONOLULU HI 96814 N/A PC CLIENT ASSISTANCE FUND AND MENTAL HEALTH WORKSHOPS 15000 THE FOOD BASKET INC 40 HOLOMUA ST HILO MD 96720 N/A PC OPERATIONAL EXPENSES (HUI PARTNER) 75000 THE QUEEN'S MEDICAL CENTER 1301 PUNCHBOWL ST HONOLULU HI 96813 N/A PC ACUTE CARE EDUCATION AND TRAINING 15000 UNIVERSITY OF HAWAII FOUNDATION 1314 S KING ST STE B HONOLULU HI 96814 N/A PC BUILDING LEARNING INNOVATIONS FOR HAWAII'S FUTURE DOCTORS & INTERPROFESSIONAL HEALTH SCIENCES EDUCATION AND SIMULATION PROGRAM 1200000 WAI-ANAE COMMUNITY RE-DEVELOPMENT CORPORATION PO BOX 441 WAIANAE HI 96792 N/A PC RESEARCH AND OPERATIONAL EXPENSES 150000 WAIMANALO HEALTH CENTER 41-1347 KALANIANAOLE HWY WAIMANALO HI 96795 N/A PC OPERATIONAL EXPENSES (HUI PARTNER) 100000 WE ARE OCEANIA 720 KING ST HONOLULU HI 96817 N/A PC OPERATIONAL EXPENSES (HUI PARTNER) & CAPACITY BUILDING (HUI PARTNER) 70000 2301000 FIVE MOUNTAINS HAWAII 64-1035 MAMALAHOA HWY STE F KAMUELA HI 96743 N/A PC PROVIDE BIO-PSYCHO-SOCIAL SERVICES TO ADDRESS THE DISPARITIES THAT EXIST AMONG NORTH HAWAII NATIVE HAWAIIANS AND THEIR FAMILY. 100000 HAWAIIAN COMMUNITY ASSETS INC 200 NORTH VINEYARD BLVD B140 HONOLULU HI 96817 N/A PC BUILD THE CAPACITY OF LOW- AND MODERATE-INCOME COMMUNITIES TO ACHIEVE AND SUSTAIN ECONOMIC SELF-SUFFICIENCY WITH A PARTICULAR FOCUS ON NATIVE HAWAIIANS THROUGH MORTGAGE LENDING PROGRAMS; MICRO-LOANS, HOMEOWNERSHIP ASSET BUILDING, AND FINANCIAL EDUCATION; AND TRAINING FOR TRANSITIONAL HOUSING AND COMMUNITY BASED ORGANIZATIONS EDUCATION AND FINANCIAL INSTITUTIONS AND GOVERNMENT ENTITIES. 65000 KOKUA KALIHI VALLEY COMPREHENSIVE FAMILY SERVICES 2239 N SCHOOL ST HONOLULU HI 96819 N/A PC SERVE COMMUNITIES, FAMILIES AND INDIVIDUALS THROUGH STRONG RELATIONSHIPS THAT HONOR CULTURE AND FOSTER HEALTH AND HARMONY THROUGH PROGRAMS THAT PROVIDE WRAPAROUND SUPPORT, SUPPLIES, FRESH PRODUCE, MEALS AND MEDICINE TO PATIENTS DURING THE COVID PANDEMIC. 100000 KUALOA HEEIA ECUMENICAL YOUTH PROJECT 47-200 WAIHEE RD KANEOHE HI 96744 N/A PC COMMUNITY NEEDS ASSESSMENT AND CURRICULUM DEVELOPMENT FOR YOUTH PROGRAMS. 75000 KUMANO I KE ALA PO BOX 181 WAIMEA HI 96796 N/A PC KUMANO I KE ALA (KIKA) WILL BUILD A FOUNDATION OF STEWARDSHIP OF THE LAND AND PLACE THROUGH NATIVE HAWAIIAN CULTURAL EDUCATION PROGRAMS TO GROW SELF-DIRECTED, CRITICAL THINKERS FOR A SUSTAINABLE WEST KAUAI. KIKA'S PROGRAM FOCUS IS LAND RESTORATION, TARO FARMING, FOOD SECURITY, AND YOUTH EMPOWERMENT. 60000 MA KA HANA KA IKE BUILDING PROGRAM PO BOX 968 HANA HI 93713 N/A PC REPLACE OLD EQUIPMENT AND SUPPORT LEARN TO SWIM PROGRAM THAT PRIMARILY SERVES LOW TO MODERATE INCOME FAMILIES. 75000 MOLOKAI CHILD ABUSE PREVENTION PATHWAYS PO BOX 1049 KAUNAKAKAI HI 96748 N/A PC KEEP CHILDREN SAFE AND SUPPORTS FAMILY WELL-BEING THROUGHPRIMARY PREVENTION EDUCATION. WORK IN MOLOKAI SCHOOLSON THREE AREAS: PRIMARY PREVENTION EDUCATION, ADVOCACYAND EVALUATION, AND IMPACT. 50000 THE FOOD BASKET INC 40 HOLOMUA S HILO HI 96720 N/A PC SUPPORT DISTRIBUTION OF THE SAFEST AND HIGHEST FOOD FOR HAWAII COUNTY THROUGH THEIR FOOD BANK SITES AS WELL AS THROUGH OUTREACH PROGRAMS AND PANTRY FOR SENIOR CITIZENS, FOOD BACK PACKS FOR CHILDREN, COMMUNITY SUPPORTED AGRICULTURE BOXES, BUS MOBILE MARKE, AND FARMERS MARKET. 75000 UNIVERSITY OF HAWAII FOUNDATION 3114 S KING ST STE B HONOLULU HI 96815 N/A PC ESTABLISH THE LEARNING INNOVATIONS ENDOWMENT TO SUPPORT THE UNIVERSITY OF HAWAII AT MANOA JOHN A. BURNS SCHOOL OF MEDICINE IT ITS EFFORTS TO DEVELOP AND IMPLEMENT INNOVATIVE CURRICULUM INITIATIVES, WITH THE ULTIMATE GOAL OF ENHANCED RECRUITMENT, TRAINING, AND RETENTION OF THE MOST CAPABLE AND COMMITTED FUTURE PHYSICIANS FOR HAWAII. SUPPORT THE UNIVERSITY OF HAWAII AT MANOA SCHOOL OF NURSING & DENTAL HYGIENE 1) INTERPROFESSIONAL HEALTH SCIENCES EDUCATION AND SIMULATION PROGRAM ("HIPE PROGRAM") AND 2) ENDOWED PROFESSORSHIP TO RECRUIT AND RETAIN FACULTY OF THE HIGHEST CALIBER IN THE AREA OF INTERPROFESSIONAL EDUCATION AND TECHNOLOGY SUPPORTED LEARNING. 2400000 WAI-ANAE COMMUNITY RE-DEVELOPMENT CORPORATION PO BOX 441 WAIANAE HI 96792 N/A PC DEVELOP COMMUNITY HEALTH HUBS (CHHS) TO EMPOWER COMMUNITY-BASED ORGANIZATIONS (CBOS) WITH RIGOROUS, SCIENTIFICALLY-INFORMED METHODOLOGIES AND DATA TYPICALLY RESERVED FOR ACADEMIC RESEARCH. CHHS WILL SERVE AS A NOVEL PLATFORM THAT OFFERS CBOS THE CAPACITY TO COLLECT AND UNDERSTAND HEALTH-RELEVANT DATA FROM PARTICIPANTS OF THEIR COMMUNITY-INITIATED PROGRAMS ALONG WITH THAT OF THEIR SOCIAL NETWORK. DATA WILL BE EVALUATED IN THE CONTEXT OF THE BUILT ENVIRONMENT FOR HEALTH/SOCIAL/ECONOMICS/POLICY IMPACTS BY ACADEMIC CONSULTANTS, WHICH WILL BE ROUTED BACK TO THE COMMUNITY AND STAKEHOLDERS. THE INFORMATION CAN ENABLE COMMUNITY ORGANIZATIONS TO ENGAGE STAKEHOLDERS IN HEALTH/WELLBEING AND POTENTIALLY PLAY A PREVIOUSLY UNRECOGNIZED ROLE IN PREVENTION. 150000 WAIMANALO HEALTH CENTER 41-1347 KALANIANAOLE HWY WAIMANALO HI 96795 N/A PC WAIMANALO HEALTH CENTER (WHC) PROVIDES PRIMARY AND PREVENTIVE HEALTH SERVICES, WITH SPECIAL ATTENTION TO THE NEEDS OF NATIVE HAWAIIANS AND THE MEDICALLY UNDERSERVED. A NATIVE HAWAIIAN HEALING PRACTICE AND PROGRAM HAS BEEN INTEGRATED, INCLUDING A CULTURAL HEALING GARDEN TO PROVIDE PATIENTS AND COMMUNITY MEMBERS WITH HEALING PLANTS TO BEGIN THEIR OWN FOOD AND MEDICINAL GARDENS AND ALSO PROVIDES REMEDIES THROUGH THE PROVISION OF HEALING SERVICES AND CLASSES. 100000 WE ARE OCEANIA 720 N KING ST HONOLULU HI 96817 N/A PC WE ARE OCEANIA (WAO) PROGRAM TO RESPOND TO THE OVERWHELMING NEED FOR SUPPORT OF MICRONESIANS IN HAWAII. PROVIDES DIRECT SERVICES IN LANGUAGE ACCESS, ACCULTURATION TRAINING, CULTURAL EXPERTISE, HEALTH CONNECTION DAYS, PRE-EMPLOYMENT TRAINING, CENSUS ENUMERATION, SOCIAL SERVICE REFERRALS, AND COMMUNITY NEWSLETTERS. 50000 3300000 14 527116 14 325 18 879720 0 1407161 0 1407161 0 0 0 0 0 0 0 0 0 1 HAWAII MEDICAL SERVICE ASSOCIATION (HMSA) 501(C)(4) THE FOUNDATION IS ORGANIZED AND OPERATED FOR THE PRIMARY PURPOSE OF ENGAGING IN HEALTH PROMOTION, EDUCATION AND RESEARCH ACTIVITIES WITHIN THE MEANING OF IRC SECTION 170(C)(2). HAWAII MEDICAL SERVICE ASSOCIATION RETIREE HEALTH BENEFITS TRUST 501(C)(9) THE TRUST WAS ESTABLISHED BY HMSA ("EMPLOYER") TO FUND THE COST OF POST-RETIREMENT MEDICAL BENEFITS FOR ELIGIBLE EMPLOYEES AND DEPENDENTS. ACCOUNTING FEES 13508 0 0 PART XV, LINE 2B: THE FORM IN WHICH APPLICATIONS SHOULD BE SUBMITTED AND INFORMATION ANDMATERIALS THEY SHOULD INCLUDE:1. REGISTRATION INFORMATION * ORGANIZATION INFORMATION * CONTACT INFORMATION2. PROPOSAL ON ORGANIZATION'S LETTERHEAD (NO MORE THAN EIGHT PAGES).INCLUDE THE FOLLOWING: * STATEMENT OF NEED. WHAT IS THE DESIRED LONG-TERM EFFECT OF THEPROJECT AND WHY IS IT SO IMPORTANT THAT IT HAVE THIS EFFECT? *ACTIVITIES.WHAT WOULD BE THE KEY ACTIONS OR EVENTS DURING THE GRANTPERIOD? *OUTPUTS.WHAT ARE THE PRODUCTS OF THOSE ACTIONS OR EVENTS? *OUTCOMES.WHAT KEY CHANGES IN SKILLS, KNOWLEDGE, VALUES, ATTITUDES,BEHAVIORS, CONDITIONS, ETC. WILL RESULT FROM THE ACTIVITIES? * INDICATORS. INDICATORS, SOMETIMES CALLED EVALUATION, ARE OBSERVABLEAND MEASURABLE DATA THAT CAN BE COLLECTED TO TRACK THE SUCCESS INACHIEVING THE OUTCOMES. * DESCRIPTION OF THE ORGANIZATION AND ITS QUALIFICATIONS. * BUDGET. INDICATE THE AMOUNT REQUESTED, THE PROPOSED USE OF FUNDSAND OTHER SOURCES OF FUNDING CURRENTLY BEING SOUGHT.3. COPY OF THE ORGANIZATION'S CURRENT IRS DETERMINATION LETTERINDICATING 50L(C)(3) TAX-EXEMPT STATUS OR LETTER STATING STATUS AS AUNIT OF GOVERNMENT.4. LIST OF THE ORGANIZATION'S OFFICERS AND DIRECTORS AND THEIRAFFILIATIONS.5. MOST RECENT IRS FORM 990 AND ANNUAL FINANCIAL STATEMENTS OF THEORGANIZATION.6. RELEVANT LETTERS OF SUPPORT.7. OTHER RELEVANT APPENDICES (QUALIFICATIONS OF KEY STAFF, SAMPLEPROGRAM MATERIALS, ETC.) PART XV, LINE 2D: ANY RESTRICTIONS OR LIMITATIONS ON AWARDS, SUCH AS BY GEOGRAPHICALAREAS, CHARITABLE FIELDS, KINDS OF INSTITUTIONS, OR OTHER FACTORS:IN GENERAL, THE FOUNDATION MAKES GRANTS TO ORGANIZATIONS THAT ARETAX-EXEMPT BECAUSE 1) THEY ARE A UNIT OF GOVERNMENT OR 2) THEY ARE A501(C)(3) ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. THE FOUNDATIONDOES NOT MAKE GRANTS TO INDIVIDUALS. ALL APPLICANT ORGANIZATIONS AREREQUIRED TO SUBMIT PROOF OF THEIR TAX-EXEMPT STATUS BEFORE THEIRPROPOSAL WILL BE CONSIDERED.THE FOUNDATION DOES NOT GENERALLY SUPPORT REQUESTS FOR ENDOWMENTS,CAPITAL CAMPAIGNS, SCHOLARSHIP FUNDS LOBBYING, OR VOTER REGISTRATIONFUNDS. A MAXIMUM FLAT RATE OF 5 PERCENT OF TOTAL BUDGET WILL BE ALLOWEDFOR INDIRECT COSTS.ALL PROJECTS MUST PRIMARILY BENEFIT PEOPLE WITHIN THE STATE OF HAWAII.FUNDING AMOUNTS AND GRANT PERIODS SHOULD BE COMMENSURATE WITH THE SIZEAND SCOPE OF THE ACTIVITY. DOUBLELINE TOTAL RETURN FUND FMV 2736889 2250183 PIMCO TOTAL RETURN FUND FMV 2743165 2253409 VANGUARD DEVELOPED MARKETS FMV 4402947 4626042 VANGUARD INDEX MID CAP FUND FMV 588776 1549672 VANGUARD INSTITUTIONAL INDEX FMV 1507220 4304258 VANGUARD SMALL CAP FUND FMV 529482 1405888 NON-DEDUCTIBLE BUSINESS PROMOTION 13282 0 0 PROFESSIONAL ASSOCIATIONS 14331 0 0 MEALS - NON TRAVEL 26 0 0 TELEPHONE 23 0 0 POSTAGE & FREIGHT 418 0 0 DUES & SUBSCRIPTIONS 263 0 0 MISCELLANEOUS EXPENSES 260 0 0 FEDERAL EXCISE TAX PROVISION 23801 0 0 EMPLOYEE RECOGNITION - MEALS 80 0 0 REFUND OF INVESTMENT FEES 325 325 325 DEFERRED TAX LIABILITY 17825 24364 WITHHELD PAYROLL 372 330 OTHER PROFESSIONAL FEES 63745 0 0 PAYROLL TAXES 5923 0 0