2024-03-11T22:35:41-05:00 2023-06-30 990292355 KKDLY LLC 745 FORT ST STE 2100 HONOLULU HI 96813 990 2022-07-01 996011524 CHARLES R KENDALL SCHOLARSHIP & EDUCATION FUND CHAR 8085430000 888 MILILANI STREET 401 HONOLULU HI 96813 RANDOLPH P PERREIRA SECRETARY/TREASURER 8085430000 2024-03-01 0 RANDOLPH PERREIRA 999009999 0 RODNEY SAITO P00382548 8085213962 2024-03-01 X 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JON GASPER 888 MILILANI STREET 401 HONOLULU HI 96813 278512 0 X N/A X 2001 HI TO PROVIDE SCHOLARSHIPS AND GRANTS TO HGEA'S MEMBERS AND DEPENDENTS. 7 6 0 50 0 0 29299 32179 0 0 84198 67515 51853 50731 165350 150425 47300 47000 0 0 0 0 0 0 0 15673 13964 62973 60964 102377 89461 2041253 2297329 47641 42429 1993612 2254900 TO PROVIDE SCHOLARSHIPS AND GRANTS TO HGEA'S MEMBERS AND DEPENDENTS. 0 0 45000 45000 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. 2000 2000 CHARLES R. KENDALL SCHOLARSHIP & EDUCATION FUND: PROVIDES SCHOLARSHIPS TO PART-TIME STUDENTS WHO ARE MEMBERS THAT SATISFY THE ELIGIBILITY REQUIREMENTS OF THE TRUSTEES. 47000 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 7 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 HI X MAUREEN WAKUZAWA 8085430000 888 MILILANI STREET NO 401 HONOLULU HI 96813 AMANDA LOWRY ASSISTANT TREASURER 1.00 1.50 X X 0 0 0 ELISA YADAO TRUSTEE 1.00 X 0 0 0 JON GASPER CHAIRPERSON 1.00 1.50 X X 0 0 0 MARIAN TSUJI TRUSTEE 1.00 X 0 0 0 MARILYN A MATSUNAGA VICE CHAIR 1.00 X X 0 0 0 RANDOLPH P PERREIRA SECRETARY/TREASURER 1.00 40.00 X X 0 326367 119815 WILBERT HOLCK TRUSTEE 1.00 X 0 0 0 0 326367 119815 0 0 1 0 0 15283 16896 32179 51610 51610 74584 58679 15905 15905 15905 120139 15283 69408 50731 50731 150425 0 0 118246 47000 47000 3857 3857 227 227 2246 2246 INVESTMENT EXPENSE 7533 7533 MISCELLANEOUS EXPENSE 101 101 60964 47000 13964 0 163747 127295 13079 1877506 2156955 2041253 2297329 17 119 47624 42310 47641 42429 X 1993612 2254900 1993612 2254900 2041253 2297329 89461 171827 0 X X 0 1 X 1 0 X X 1 HAWAII GOVERNMENT EMPLOYEES ASSN AFSCME LOCAL 152 AFL-CIO 990040535 10 1 6000 0 1 6000 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 PART IV, SECTION A, LINE 3B THE SUPPORTED ORGANIZATION HAS PROVIDED A COPY OF THEIR IRS DETERMINATION LETTER AND SUPPORT CALCULATION BASED ON THE TAX RETURN FILINGS. THESE DOCUMENTS ARE MAINTAINED IN THE ORGANIZATION'S FILES. PART IV, SECTION A, LINE 3C GRANTS ARE MADE DIRECTLY TO SUPPORTED ORGANIZATIONS MEMBERS AND THEIR DEPENDENTS THAT ARE ATTENDING OR PLAN TO ATTEND ON A FULL-TIME BASIS A UNIVERSITY, COLLEGE, COMMUNITY COLLEGE, VOCATIONAL OR TRADE SCHOOL, OR PURSUE OTHER POST-HIGH SCHOOL STUDY. PART IV, SECTION C, LINE 1 COMMON SUPERVISION OR CONTROL IS ESTABLISHED BY THE REQUIRED APPOINTMENT OF THE PRESIDENT, TREASURER, AND EXECUTIVE DIRECTOR OF THE SUPPORTED ORGANIZATION AS TRUSTEES OF THE SUPPORTING ORGANIZATION THAT SHALL ALSO SERVE AS THE CHAIRPERSON, ASSISTANT TREASURER, AND SECRETARY-TREASURER OF THE SUPPORTING ORGANIZATION. THIS REQUIREMENT ENSURES THAT THE SUPPORTING ORGANIZATION IS RESPONSIVE TO THE NEEDS OF THE SUPPORTED ORGANIZATION. 0 FIXED INCOME MUTUAL FUNDS 591077 F EQUITY MUTUAL FUNDS 1565878 F 2156955 X 384127 171827 69408 241235 142892 7533 7533 150425 122839 69408 69408 53431 7533 7533 60964 PART X, LINE 2: THE CHARLES R. KENDALL SCHOLARSHIP AND EDUCATION FUND (TRUST) IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS AN EXEMPT ORGANIZATION UNDER SECTION 501 (C)(3) OF THE INTERNAL REVENUE CODE. THE TRUST RECOGNIZES THE FINANCIAL STATEMENT BENEFIT OF A TAX POSITION ONLY AFTER DETERMINING THAT THE RELEVANT TAX AUTHORITY WOULD MORE LIKELY THAN NOT SUSTAIN THE POSITION AFTER AN AUDIT BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TRUST HAS NOT IDENTIFIED ANY UNCERTAIN TAX POSITIONS IN FILED RETURNS THAT REQUIRE DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE TRUST IS NOT SUBJECT TO INCOME TAXES IN THE U.S. FEDERAL JURISDICTION AND THE STATE OF HAWAII. TAX REGULATIONS WITHIN EACH JURISDICTION ARE SUBJECT TO INTERPRETATION OF THE RELATED TAX LAWS AND REGULATIONS AND REQUIRE SIGNIFICANT JUDGMENT TO APPLY. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 69,408. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 69,408. GOLF TOURNAMENT 67165 13891 53274 45897 RUMMAGE SALE 13770 13770 2605 4 54487 1392 53095 20906 135422 15283 120139 69408 69408 50731 1 SCHOLARSHIPS FOR HGEA MEMBERS AND DEPENDENTS ATTENDING OR PLANNING TO ATTEND POST HIGH SCHOOL STUDY ON A FULL-TIME BASIS. 26 45000 SCHOLARSHIPS FOR DUES PAYING MEMBERS FOR JOB RELATED OR OCCUPATIONAL DEVELOPMENT COURSES ON LESS THAN FULL-TIME BASIS. 5 2000 SCHEDULE I, PART III, COLUMN (B) ALL SCHOLARSHIPS ARE APPROVED BY THE BOARD OF TRUSTEES. AWARDS FOR MEMBER ONLY SCHOLARSHIPS WILL ONLY BE AWARDED UPON SUCCESSFUL COMPLETION OF COURSES AND SUBMISSION OF ALL REQUIRED DOCUMENTS. FULL-TIME STUDY SCHOLARSHIP AWARDS WILL ONLY BE AWARDED UPON ENROLLMENT IN THE SAME GROUP TYPE SCHOOL INDICATED ON THE SCHOLARSHIP APPLICATION FORM ON A FULL-TIME BASIS. 0 0 0 0 0 0 0 0 0 RANDOLPH P PERREIRA SECRETARY/TREASURER 0 326367 0 0 0 0 0 0 0 0 0 326367 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FUND ADMINISTRATOR REVIEWS THE FORM 990 BEFORE PROVIDING A COPY OF THE FORM 990 TO THE BOARD OF TRUSTEES FOR REVIEW PRIOR TO FILING THE TAX RETURN. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S CONFLICT OF INTEREST POLICY COVERS ANY PERSONS SERVING AS TRUSTEE, COMMITTEE MEMBER OR KEY EMPLOYEE WITH MANAGEMENT AUTHORITY AND THEIR FAMILY MEMBERS (INTERESTED PERSONS). INTERESTED PERSONS MUST DISCLOSE ANY ACTUAL OR POSSIBLE CONFLICTS OF INTEREST. DETERMINATIONS OF CONFLICTS OF INTEREST ARE MADE BY THE BOARD OF TRUSTEES OR COMMITTEES. INTERESTED PERSONS SHALL BE RECUSED FROM VOTING AND DISCUSSIONS ON SUCH MATTERS. DISCIPLINARY OR CORRECTIVE ACTION WILL BE ENFORCED FOR VIOLATIONS OF THIS POLICY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. HAWAII GOVERNMENT EMPLOYEES ASSOCIATION AFSCME 888 MILILANI ST NO 401 HONOLULU HI 96813 990040535 PRESERVE AND ADVANCE EMPLOYEE RIGHTS AND BENEFITS. HI 501(C)(5) N/A N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 HAWAII GOVERNMENT EMPLOYEES ASSOCIATION AFSCME LOCAL 152 AFL-CIO C 6000 ACTUAL AMOUNT RECEIVED