2024-06-06T21:19:55-04:00 2023-12-31 990201135 TUTTLE FINANCIAL SERVICES 75-5995 KUAKINI HWY STE 421 KAILUA KONA HI 967402120 990PF 2023-01-01 943270714 A & B WILCOX FOUNDATION A&BW 8082554353 161 NAWILIWILI ST HONOLULU HI 96825 STEVEN WILCOX TREAS/SEC/DIRECTOR 8082554353 2024-06-01 STEVEN WILCOX XXX-XX-XXXX true JOHN TUTTLE P00638618 8083295567 2024-06-06 2023 2023-04-26 12:10:37Z X 2079598 X X 22488 22488 12122 12122 11939 834127 46549 34610 23926 17945 5981 211 211 30 24 6 24167 18180 5987 96000 96000 120167 18180 101987 -73618 16430 280563 27322 27321 657435 666561 1190558 528228 1175326 184518 210390 1471121 1397503 2079598 0 X 1471121 1397503 1471121 1397503 1471121 1397503 1471121 -73618 1397503 1397503 228 228 228 228 false false false false false false false true true HI true false false false false true N/A BUSINESS ADVISORY SERVICES 8082554353 161 NAWILIWILI STREET HONOLULU HI 96825 false false false false false false false false false false false false false false false false false false false false STEVEN WILCOX 980 POLIPOLI ROAD KULA HI 96790 TREAS/SEC/DI 000.00 0 0 0 ANNE IRENE WILCOX 189 COUSINS ROAD CHEHALIS WA 98532 PRES/DIRECTO 000.00 0 0 0 RANN WATUMULL 161 NAWILIWILI STREET HONOLULU HI 96825 DIRECTOR 000.00 0 0 0 NONE NONE N/A 1976078 27940 0 2004018 2004018 30060 1973958 98698 98698 228 228 98470 98470 98470 101987 101987 98470 3864 4791 8655 101987 98470 3517 12172 0 12172 3864 4791 3517 X 808 HOMELESS TASK FORCE PO BOX 731 CAPTAIN COOK HI 96704 CONTINUE ORGANIZATIONS MISSION 2000 BETHEL CHURCH 933 COLLEGE VIEW DR REDDING CA 96003 CONTINUE ORGANIZATIONS MISSION 20000 FEED MY SHEEP PO BOX 847 PUUNENE HI 96784 CONTINUE ORGANIZATIONS MISSION 11000 MALAMA PREGNANCY CENTER 64 CENTRAL AVE WAILUKU HI 96793 CONTINUE ORGANIZATIONS MISSION 5000 NORTH HAWAII HOSPICE 65-1328 KAWAIHAE ROAD KAMUELA HI 96743 CONTINUE ORGANIZATION'S MISSION 2000 RIVER OF LIFE MISSION 100 PAUAHI ST HONOLULU HI 96817 CONTINUE ORGANIZATIONS MISSION 18000 ST JUDE CHILDRENS RESEARCH 262 DANNY THOMAS PLACE MEMPHIS TN 38105 CONTINUE ORGANIZATION'S MISSION 5000 THE FOOD BASKET 40 HOLUMUA ST HILO HI 96720 CONTINUE ORGANIZATIONS MISSION 2000 WAIPUNA CHAPEL 17 OMAOPIO RD KULA HI 96790 CONTINUE ORGANIZATIONS MISSION 26000 ST JUDE'S CHILDRENS RESEARCH 262 DANNY THOMAS PLACE MEMPHIS TN 38105 CONTINUE ORGANIZATIONS PURPOSE 5000 96000 LAULIMA 14 22488 14 12122 11939 34610 11939 46549 false false false false false false false false false false INDIRECT ACCOUNTING FEES 23926 17945 5981 NEWMONT CORPORATION 2023-01 PURCHASE 2023-08 28138 36073 -7935 RAYTHEON TECHN. 2023-03 PURCHASE 2023-05 33097 35084 -1987 US TSY NOTE 2022-09 PURCHASE 2023-01 50000 50000 US TSY NOTE 2022-09 PURCHASE 2023-05 50000 50000 US TSY NOTE 2023-01 PURCHASE 2023-08 49957 49957 US TSY NOTE 2022-09 PURCHASE 2023-07 50000 50000 US TSY NOTE 2023-01 PURCHASE 2023-05 50000 50000 US TSY NOTE 2023-01 PURCHASE 2023-11 50000 50000 US TSY NOTE 2023-01 PURCHASE 2023-10 50000 50000 ABBVIE INC. 2022-05 PURCHASE 2023-06 32767 38109 -5342 COCA COLA 2020-09 PURCHASE 2023-04 50346 40218 10128 MERCK & CO. 2020-09 PURCHASE 2023-03 25047 19107 5940 PROCTOR & GAMBLE 2020-09 PURCHASE 2023-03 38347 39836 -1489 QUALCOM 2020-09 PURCHASE 2023-05 36323 40737 -4414 REGENERON PHAM. 2021-08 PURCHASE 2023-08 35932 33939 1993 US TSY NOTE 2022-09 PURCHASE 2023-10 50000 50000 APPLE INC. 2020-03 PURCHASE 2023-11 14241 5783 8458 BARRICK GOLD 2020-03 PURCHASE 2023-08 13913 17239 -3326 JOHNSON & JOHNSON 2019-11 PURCHASE 2023-03 21008 19253 1755 JOHNSON & JOHNSON 2020-03 PURCHASE 2023-03 21008 19280 1728 MERCK & CO. 2020-04 PURCHASE 2023-03 24003 17873 6130 US TSY NOTE 2019-06 PURCHASE 2023-06 60000 59700 300 ETF 51000 78061 FIXED INCOME 133518 132329 MORGAN STANLEY 528228 1175326 657435 666561 EXPENSES REGISTRATION FEES 4 4 BANK FEES 26 20 6 FOREIGN TAXES 27 27 FEDERAL TAX 184 184