2024-11-14T19:57:40-06:00 2023-12-31 421539623 KMH LLP 1003 BISHOP STREET SUITE 2400 HONOLULU HI 96813 990PF 2023-01-01 990312706 CHUN FOUNDATION IN MEMORY OF SAY CHONG CHUN CHEW HOONG LUM CHUN & BOWMAN CHUN CHUN 8085262255 CO KMH LLP 1003 BISHOP ST STE 2400 HONOLULU HI 96813 CELESTE M LAJALA PRESIDENT 8085262255 2024-11-14 1 0 DEANNA C AWA P00647777 8085262255 2023 2024-10-15 13:58:12Z X 539953 X X 348 348 11332 11332 22295 201584 22295 33975 33975 0 0 0 8543 2565 5978 7500 3750 3750 12 0 12 16055 6315 9740 24000 24000 40055 6315 33740 -6080 27660 15812 12470 12470 407500 404762 527483 423312 417232 539953 0 0 X 423312 417232 0 0 0 0 423312 417232 423312 417232 423312 -6080 0 417232 0 417232 PUBLICLY TRADED SECURITIES P 197235 179289 17946 17946 CAPITAL GAINS DIVIDENDS P 4349 4349 4349 22295 384 0 384 0 384 474 0 0 0 474 0 90 90 0 0 0 0 0 0 0 0 0 0 0 1 1 HI 1 0 0 0 0 1 N/A BANK OF HAWAII 8086944399 130 MERCHANT STREET HONOLULU HI 96813 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CELESTE M LAJALA C/O KMH LLP 1003 BISHOP ST STE 2400 HONOLULU HI 96813 PRESIDENT/DIRECTOR 0.10 0 0 0 CELENA FREITAS C/O KMH LLP 1003 BISHOP ST STE 2400 HONOLULU HI 96813 VP/SECRETARY/TREASURER/DIRECTOR 0.10 0 0 0 ROMAN LAJALA C/O KMH LLP 1003 BISHOP ST STE 2400 HONOLULU HI 96813 TREASURER/DIRECTOR 0.10 0 0 0 NONE 0 NONE 0 0 507192 14141 0 521333 0 0 521333 7820 513513 25676 25676 384 384 25292 0 25292 0 25292 33740 0 33740 25292 23454 0 0 33740 23454 0 0 10286 0 0 0 0 0 0 0 0 15006 0 0 0 BANK OF HAWAII CHARITABLE FOUNDATIO PO BOX 3170 DEPT 758 HONOLULU HI 96802 8086944399 SUBMIT 4 COMPLETED SETS OF THE PROPOSAL CONTAINING: A) FUNDING REQUEST COVER SHEET B) PROPOSAL NARRATIVE - BRIEF DESCRIPTION OF THE APPLICANT ORGANIZATION AND ITS PURPOSE - RESEARCH DESCRIPTION (HYPOTHESES, OBJECTIVES, METHODOLOGY, AND EXPECTED OUTCOMES) - IN LAYMEN'S TERMS - SIGNIFICANCE OF PROJECT: HOW IT RELATES TO THE ADVANCEMENT OF SCIENCE AND MEDICINE. - STATEMENT AS TO HOW THE RESEARCH RESULTS WILL BE USED OR MADE PUBLIC - THE DURATION OF TIME OVER WHICH FUNDS WILL BE NEEDED - INFORMATION ABOUT THE PROJECT DIRECTOR OR PRINCIPAL INVESTIGATOR - DISCLOSE ANY ADMINISTRATIVE FEE C) THESE 2 ITEMS MUST BE ATTACHED TO EACH OF THE 4 SETS OF THE PROPOSAL NARRATIVE: - PROJECT BUDGET - FINANCIAL STATEMENTS FOR LAST ACCOUNTING PERIOD D) ONE COPY OF THE FOLLOWING: - IRS DETERMINATION LETTER FOR THE ORGANIZATION DATED AFTER 1969 - CHARTER AND BYLAWS FOR THE ORGANIZATION IF A PROPOSAL HAS NEVER BEEN SUBMITTED TO THE FOUNDATION, OR IF THE DOCUMENTS HAVE BEEN REVISE ALL APPLICATIONS MUST BE POSTMARKED OR DELIVERED BY APRIL 15TH. - ONLY PROPOSALS FOR PROJECTS SUBMITTED BY ORGANIZATIONS DETERMINED TO BE TAX EXEMPT, PUBLICLY SUPPORTED AND CHARITABLE BY THE INTERNAL REVENUE SERVICE AS A 501 (C)(3) ORGANIZATION, OR A UNIT OF GOVERNMENT WILL BE REVIEWED. - PROPOSALS WILL BE CONSIDERED FOR EITHER RESEARCH (BASIC OR CLINICAL RESEARCH); OR MEDICAL CARE. - INDIRECT AND/OR ADMINISTRATIVE COSTS ARE LIMITED TO 5% OF THE PROJECT/PROGRAM BUDGET. - ALL RECIPIENT ORGANIZATIONS SHOULD PLAN TO SUBMIT A FINANCIAL REPORT FOR THE PROJECT OR PROGRAM FOR THE PERIOD IN WHICH GRANT MONIES WERE SPENT (BUT NO LESS OFTEN THAN ANNUALLY) AND A BRIEF NARRATIVE REPORT DESCRIBING THE PROCESS, COMPLETION OR SUMMARY OF THE FUNDED PROJECT OR PROGRAM. ORGANIZATIONS THAT FAIL TO SUBMIT PROGRESS REPORTS OR A FINAL REPORT MAY NOT BE CONSIDERED FOR ADDITIONAL FUNDING. BANK OF HAWAII CHARITABLE FOUNDATIO PO BOX 3170 DEPT 758 HONOLULU HI 96802 8086944399 SUBMIT 4 COMPLETED SETS OF THE PROPOSAL CONTAINING: A) FUNDING REQUEST COVER SHEET B) PROPOSAL NARRATIVE - BRIEF DESCRIPTION OF THE APPLICANT ORGANIZATION AND ITS MISSION AND PROGRAMS - PROVIDE AN ESTIMATED UNDUPLICATED NUMBER AND AGE RANGE OF THE ELIGIBLE CHILDREN YOU PROPOSE TO SERVE - STAFF DESCRIBE THE QUALIFICATIONS OF THOSE WHO WILL OVERSEE AND COORDINATE THE PROGRAM - DESCRIBE HOW YOUR ORGANIZATION WILL MARKET THE AVAILABILITY OF FUNDS FOR THIS PROGRAM ALL APPLICATIONS MUST BE POSTMARKED OR DELIVERED BY APRIL 15TH. GRANTS WILL BE MADE TO COMMUNITY-BASED CHARITABLE ORGANIZATIONS, WHICH IN TURN DISTRIBUTE THESE FUNDS IN THE FORM OF FINANCIAL ASSISTANCE FOR ELIGIBLE CHILDREN. ASSISTANCE IS INTENDED TO PROVIDE HELP IN AREAS WHERE OTHER SERVICES ARE UNAVAILABLE. ELIGIBLE CHILD MEANS A PERSON WHO 1. IS AGED 15 AND UNDER, BORN, RAISED AND LIVING IN THE STATE OF HAWAII. 2. IS SUFFERING FROM A CHILDHOOD DISEASE 3. IS IN FINANCIAL NEED EXAMPLES OF ASSISTANCE FOR MEDICAL CARE: 1. MEDICAL EXPENSES FOR HEALTH CARE, NOT COVERED BY INSURANCE OR OTHER HEALTH CARE PROGRAMS UNIVERSITY OF HAWAII 2440 CAMPUS ROAD BOX 368 HONOLULU HI 968222234 PC CHARITABLE GRANT TO UNIVERSITY OF HAWAII OFFICE OF RESEARCH SERVICES ULTRASOUND-DIRECTED GENE THERAPY FOR HEMOPHILIA B. 24000 24000 0 14 348 14 11332 18 22295 0 33975 0 33975 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION FEES 8543 2565 5978 00141B204 INVESCO DIVERSE DIVIDEND YIELD AT COST 14995 14877 015570724 ALGER FOCUS EUITY FUND AT COST 13103 17566 066922204 ISHARES S&P 500 INDEX FUND AT COST 25886 59106 09253F879 ISHARES MSCI EAFE INTERNATIONAL INDEX FUND AT COST 23353 30367 256206103 DODGE & COX INTERNATIONAL STOCK FUND AT COST 5988 8147 256219106 DODGE & COX STOCK FUND CLASS I AT COST 15854 17857 31428Q101 FEDERATED HERMES TOTAL RETURN BOND AT COST 53999 54315 38144N593 GOLDMAN SACHS INTERNATIONAL SMALL CAP INSIGHTS INSTL AT COST 9875 11321 47803W406 JOHN HANCOCK III DISC M/C-IS AT COST 8697 18349 4812A0623 JP MORGAN EMERGING MARKET AT COST 5504 5745 56062X641 MAINSTAY WINSLOW LRG CAP GROWTH FUND CL I AT COST 9085 15169 74144Q203 T ROWE PRICE INSTITUTIONAL EMERGING MARKETS EQUITY FUND AT COST 5139 5402 74316J458 CONGRESS MID CAP GROWTH- INS AT COST 10864 17591 921909818 VANGUARD TOTAL INTL ST INDEX FUND- ADM AT COST 28147 34602 921937603 VANGUARD TOTAL BOND MARKET INDEX FUND ADM AT COST 129832 121891 921943858 VANGUARD FTSE DEVELPOED ETF AT COST 7040 7616 92206C813 VANGUARD LONG TERM CORP BOND AT COST 4351 4569 922908728 VANGUARD TOTL STK MKT IND-AD AT COST 33050 82993 DCCA FEES 12 0 12 MANAGEMENT FEES 7500 3750 3750